IQ MacKay ESG High Income ETF (IQHI) Performance
IQHI total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +0.8% since Dec 31, 2025
- 1 year
- +2.0% total return
- 3 years
- +8.5% a year
- Since first price
- +7.9% a year since 2022
IQHI trailing returns vs SPY, QQQ, AGG
| Period | IQHI total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.9% | −1.5% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.8% | −2.5% | +3.2% | +1.9% | −0.4% |
| 6 months | −0.6% | −3.9% | +7.8% | +8.4% | −1.5% |
| YTD | +0.8% | −4.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +2.0% | −5.2% | +14.4% | +15.9% | −1.1% |
| 3 years | +27.6%+8.5%/yr | +0.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionOct 25, 2022 | +35.3%+7.9%/yr | +0.4% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: IQHI vs SPY
From Oct 25, 2022: IQHI grew to $13,529, SPY to $20,795.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IQHI returns by calendar year
3 of 3 full years positive. Best 2023 (+12.4%), worst 2024 (+7.0%). 2026 is year to date.
IQHI annual returns table
| Year | IQHI | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +0.8% | −2.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +8.6% | −4.0% | +17.7% | +20.8% | +7.2% |
| 2024 | +7.0% | −1.9% | +24.9% | +25.6% | +1.3% |
| 2023 | +12.4% | −4.2% | +26.2% | +54.9% | +5.7% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
IQHI risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +7.7% | +7.6% |
| Volatility (annualized) | 4.5% | 4.8% |
| Sharpe ratio | 0.71 | 0.64 |
| Sortino ratio | 1.26 | 1.10 |
| Best month | +4.4% | +4.4% |
| Worst month | −2.2% | −2.2% |
| Best 12 months | +15.1% | +15.1% |
| Worst 12 months | +1.9% | +1.9% |
| Positive months | 72% | 70% |
| Beta vs S&P 500 | 0.27 | — |
| Correlation with S&P 500 | 0.74 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
IQHI rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 37 | +1.9% | +8.0% | +15.1% | 100% |
| 3-year (a year) | 13 | +7.7% | +8.3% | +9.4% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
IQHI performance overview
IQ MacKay ESG High Income ETF (IQHI) returned +2.0% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +7.9% a year, turning $10,000 into about $13,529. Over the same year S&P 500 (SPY) returned +14.4%.
Related: IQHI chart, IQHI dividends. See the IQHI overview for the latest quote and fund facts.
IQHI performance FAQ
What is the IQHI return over the past year?
IQHI returned +2.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.2%.
How much would $10,000 invested in IQHI be worth?
$10,000 invested in IQHI at its first recorded close on October 25, 2022 would be worth about $13,529 on October 23, 2026 with distributions reinvested.
What was the worst year for IQHI?
The worst calendar year was 2024, with a total return of +7.0%. The best was 2023 at +12.4%.
How volatile is IQHI?
Over the past 3 years IQHI had an annualized volatility of 4.5% and a Sharpe ratio of 0.71 (excess return over 1–3 month T-bills per unit of risk).