TRIO vs IQHI
Comparison between MC TRIO EQUITY BUFFERED ETF (TRIO, ETF) and NYLI MACKAY HIGH INCOME ETF (IQHI, ETF).
TRIO vs IQHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TRIO
$119M
IQHI
$118M
Expense Ratio
TRIO
0.70%
Winner
IQHI
0.41%
Max Drawdown
TRIO
11.07%
Winner
IQHI
7.33%
Sharpe Ratio
Winner
TRIO
1.54
IQHI
0.91
5Y Beta
TRIO
0.57
Winner
IQHI
0.14
TRIO vs IQHI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TRIO
+0.84%
IQHI
+0.84%
3M
Winner
TRIO
+6.00%
IQHI
+2.10%
6M
Winner
TRIO
+5.81%
IQHI
+2.71%
1Y
Winner
TRIO
+13.74%
IQHI
+7.26%
Max(CAGR)
Winner
TRIO
+14.00%
IQHI
+9.04%
TRIO vs IQHI - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | TRIO | IQHI |
|---|---|---|
| 2026 | +5.24% | +1.45% |
| 2025 | +11.98% | +8.31% |
| 2024 | N/A | +8.11% |
| 2023 | N/A | +11.98% |
| 2022 | N/A | +2.77% |
TRIO vs IQHI Drawdown Comparison
The maximum drawdown for TRIO was -9.88%, occurring on Apr 8, 2025. Recovery took 34 trading sessions.
The maximum drawdown for IQHI was -4.19%, occurring on Feb 21, 2023. Recovery took 92 trading sessions.
The current TRIO drawdown is -0.23%.
| Rank | TRIO | IQHI |
|---|---|---|
| #1 | -9.88% Mar 24, 2025 - May 12, 2025 | -4.19% Feb 2, 2023 - Jun 15, 2023 |
| #2 | -4.47% Feb 25, 2026 - Apr 13, 2026 | -3.97% Feb 28, 2025 - May 13, 2025 |
| #3 | -2.57% Oct 27, 2025 - Nov 28, 2025 | -3.40% Sep 1, 2023 - Nov 14, 2023 |
| #4 | -2.40% Mar 7, 2025 - Mar 24, 2025 | -2.46% Feb 20, 2026 - Apr 14, 2026 |
| #5 | -1.33% May 19, 2025 - Jun 3, 2025 | -2.41% Dec 13, 2022 - Jan 9, 2023 |
| #6 | -1.33% Oct 6, 2025 - Oct 20, 2025 | -1.92% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -1.25% Jul 25, 2025 - Aug 8, 2025 | -1.90% Mar 28, 2024 - May 15, 2024 |
| #8 | -1.18% Jan 27, 2026 - Feb 9, 2026 | -1.68% Apr 17, 2026 - May 26, 2026 |
| #9 | -1.14% Jun 4, 2026 - Jun 10, 2026 | -1.60% Oct 28, 2022 - Nov 10, 2022 |
| #10 | -0.88% Jan 12, 2026 - Jan 22, 2026 | -1.38% Dec 6, 2024 - Jan 24, 2025 |
| #11 | -0.83% Feb 9, 2026 - Feb 25, 2026 | -1.18% Jul 31, 2023 - Aug 29, 2023 |
| #12 | -0.78% Dec 11, 2025 - Dec 19, 2025 | -1.16% Oct 27, 2025 - Nov 28, 2025 |
| #13 | -0.70% Jun 10, 2025 - Jun 24, 2025 | -1.11% Jun 16, 2023 - Jul 12, 2023 |
| #14 | -0.61% Sep 22, 2025 - Sep 30, 2025 | -1.08% Sep 22, 2025 - Oct 27, 2025 |
| #15 | -0.55% May 14, 2026 - May 21, 2026 | -1.07% May 15, 2024 - Jun 4, 2024 |
Correlation
Correlation between TRIO and IQHI is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2022 - 2026)
TRIO vs IQHI dividend yield comparison.
| Year | TRIO | IQHI |
|---|---|---|
| 2026 | 0.00% | 2.72% |
| 2025 | 9.01% | 7.88% |
| 2024 | 0.00% | 8.83% |
| 2023 | 0.00% | 6.92% |
| 2022 | 0.00% | 1.29% |
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