IQ Candriam ESG US Equity ETF (IQSU) Performance
IQSU total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +14.2% since Dec 31, 2025
- 1 year
- +16.3% total return
- 5 years
- +10.9% a year
- Since first price
- +15.5% a year since 2019
IQSU trailing returns vs SPY, QQQ, AGG
| Period | IQSU total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.3% | −1.3% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.6% | +3.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +10.8% | +10.3% | +7.8% | +8.4% | −1.5% |
| YTD | +14.2% | +13.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +16.3% | +15.2% | +14.4% | +15.9% | −1.1% |
| 3 years | +74.3%+20.3%/yr | +68.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +67.6%+10.9%/yr | +57.8% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionDec 17, 2019 | +167.8%+15.5%/yr | +146.7% | — | — | — |
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: IQSU vs SPY
From Dec 17, 2019: IQSU grew to $26,778, SPY to $26,283.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IQSU returns by calendar year
5 of 6 full years positive. Best 2023 (+33.0%), worst 2022 (−22.1%). 2026 is year to date.
IQSU annual returns table
| Year | IQSU | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +14.2% | −11.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +14.4% | −20.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +16.6% | −9.1% | +24.9% | +25.6% | +1.3% |
| 2023 | +33.0% | −9.7% | +26.2% | +54.9% | +5.7% |
| 2022 | −22.1% | −26.6% | −18.2% | −32.6% | −13.0% |
| 2021 | +30.5% | −6.0% | +28.7% | +27.4% | −1.8% |
| 2020 | +28.2% | −31.3% | +18.3% | +48.6% | +7.5% |
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.
IQSU largest drawdowns
Now 2.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 19, 2020 | −31.3% | Mar 23, 2020 | Jul 10, 2020 | 33 days | 5 months |
| Dec 29, 2021 | −26.8% | Oct 14, 2022 | Dec 12, 2023 | 9 months | 2.0 years |
| Dec 11, 2024 | −21.0% | Apr 8, 2025 | Jul 22, 2025 | 4 months | 7 months |
| Jan 28, 2026 | −11.2% | Mar 30, 2026 | Apr 17, 2026 | 2 months | 3 months |
| Sep 2, 2020 | −10.0% | Sep 23, 2020 | Nov 25, 2020 | 21 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IQSU risk statistics
| Statistic | 3 years | 5 years | Since 2019 |
|---|---|---|---|
| Annualized return | +20.1% | +12.3% | +15.6% |
| Volatility (annualized) | 13.9% | 16.9% | 17.8% |
| Sharpe ratio | 1.08 | 0.56 | 0.75 |
| Sortino ratio | 2.21 | 0.90 | 1.25 |
| Best month | +13.0% | +13.0% | +14.2% |
| Worst month | −5.9% | −9.8% | −9.8% |
| Best 12 months | +30.7% | +33.0% | +60.4% |
| Worst 12 months | +3.4% | −22.1% | −22.1% |
| Positive months | 72% | 63% | 65% |
| Beta vs S&P 500 | 1.08 | 1.06 | — |
| Correlation with S&P 500 | 0.96 | 0.98 | — |
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.
IQSU rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 71 | −22.1% | +17.5% | +60.4% | 85% |
| 3-year (a year) | 47 | +6.4% | +12.2% | +21.6% | 100% |
| 5-year (a year) | 23 | +10.0% | +13.1% | +17.7% | 100% |
Every holding period starting at a month-end since 2019. Returns for 3 years and longer are annualized.
IQSU performance overview
IQ Candriam ESG US Equity ETF (IQSU) returned +16.3% over the past year and +10.9% a year over five years, with distributions reinvested. Since its first recorded price in 2019 it has returned +15.5% a year, turning $10,000 into about $26,778. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −31.3%, from Feb 19, 2020 to Mar 23, 2020, and it took 4 months to get back to the old high. IQSU finished 5 of its 6 full calendar years with a gain; the best year was 2023 (+33.0%) and the worst 2022 (−22.1%). Volatility has been 17.8% a year.
Related: IQSU chart, IQSU holdings, IQSU dividends, IQSU valuation. See the IQSU overview for the latest quote and fund facts.
IQSU performance FAQ
What is the IQSU return over the past year?
IQSU returned +16.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 15.2%.
What is the average annual return of IQSU?
IQSU has returned +10.9% a year over 5 years, +15.5% a year since December 17, 2019 (total return, distributions reinvested).
How much would $10,000 invested in IQSU be worth?
$10,000 invested in IQSU at its first recorded close on December 17, 2019 would be worth about $26,778 on October 23, 2026 with distributions reinvested.
What was the worst year for IQSU?
The worst calendar year was 2022, with a total return of −22.1%. The best was 2023 at +33.0%.
What is the biggest drawdown of IQSU?
The largest peak-to-trough decline was −31.3% between February 19, 2020 and March 23, 2020. It recovered to the old high on July 10, 2020, 4 months after the bottom.
How volatile is IQSU?
Over the past 3 years IQSU had an annualized volatility of 13.9% and a Sharpe ratio of 1.08 (excess return over 1–3 month T-bills per unit of risk).