IQM vs IWLG
Franklin Intelligent Machines ETF vs NYLIM Winslow Large Cap Growth ETF
Which is better, IQM or IWLG?
IQM has been ahead.
IQM led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IQM | IWLG |
|---|---|---|
| Expense Ratio | 0.50%Tie | 0.50%Tie |
| AUM | $66M | $281M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 279 | 82 |
| YTD Return | +1.17%Best | -0.06% |
| 1Y Return | +0.83%Best | -2.48% |
| 3Y Return (annualized) | +25.60%Best | +17.87% |
| 5Y Return (annualized) | +9.89% | - |
| Volatility (annualized) | 28.1% | 18.9%Best |
| Max Drawdown | -37.1% | -23.2%Best |
| $10,000 over 4.4 years | $25,867Best | $21,538 |
| Fund Family | Franklin Templeton Investments (US) | New York Life Investments |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Feb 25, 2020 | Jun 22, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.4 years row, are measured over the window both funds cover: Jun 23, 2022 to Nov 12, 2026 (4.4 years).
IQM vs IWLG growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.4 years both funds cover.
IQM vs IWLG Performance
Franklin Intelligent Machines ETF (IQM) is an ETF from Franklin Templeton Investments (US) and NYLIM Winslow Large Cap Growth ETF (IWLG) is an ETF from New York Life Investments. Over the past year IQM returned +0.83% while IWLG returned -2.48%. Year to date, IQM is up 1.17% versus a loss of 0.06% for IWLG.
Over three years, IQM compounded at +25.60% per year against +17.87% for IWLG. Across the full 4-year window we track, IQM has the edge at +24.11% annualized vs +19.05%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IQM has been the more volatile fund, with annualized monthly volatility of 28.1% compared with 18.9% for IWLG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -37.1% for IQM and -23.2% for IWLG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IQM charges 0.50% per year while IWLG charges 0.50%. On a $10,000 position that is $50 vs $50 annually. On income, IQM currently yields 0.00% against 0.00% for IWLG.
Holdings Overlap
We hold position weights for 15 holdings in IQM and 41 in IWLG, totalling 13.9% and 99.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 15 positions we hold weights for in IQM and 41 in IWLG, against full books of 279 and 82.
You are not choosing between two funds in isolation.
Whichever of IQM and IWLG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IQM or IWLG?
IQM has an expense ratio of 0.50% while IWLG charges 0.50%. At the precision these are quoted to, they cost the same.
Which performed better, IQM or IWLG?
Over the past year IQM returned +0.83% vs -2.48% for IWLG, so IQM leads on 1-year performance. Over the longest common window we track (4 years), IQM annualized +24.11% vs +19.05% for IWLG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IQM or IWLG?
IQM has been the more volatile fund at 28.1% annualized versus 18.9% for IWLG. Worst drawdown: IQM -37.1% vs IWLG -23.2%.
Should I hold both IQM and IWLG?
IQM and IWLG have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IQM or IWLG?
IQM yields 0.00% while IWLG yields 0.00%, so IWLG currently pays the higher dividend yield.
Is IWLG better than IQM?
IQM led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.