Invesco Global Equity Net Zero ETF (IQSZ) Performance
IQSZ total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +14.0% since Dec 31, 2025
- 1 year
- +18.8% total return
- Since first price
- +29.2% since 2025
IQSZ trailing returns vs SPY, QQQ, AGG
| Period | IQSZ total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −2.1% | −2.1% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.4% | +1.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.6% | +5.7% | +7.8% | +8.4% | −1.5% |
| YTD | +14.0% | +12.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +18.8% | +16.4% | +14.4% | +15.9% | −1.1% |
| Since inceptionJul 16, 2025 | +29.2% | +26.2% | — | — | — |
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: IQSZ vs SPY
From Jul 16, 2025: IQSZ grew to $12,918, SPY to $12,340.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IQSZ returns by calendar year
2026 is year to date.
IQSZ annual returns table
| Year | IQSZ | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +14.0% | −9.1% | +12.3% | +15.1% | −1.0% |
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.
IQSZ risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +25.5% |
| Volatility (annualized) | 11.3% |
| Sharpe ratio | 1.75 |
| Sortino ratio | 3.70 |
| Best month | +9.2% |
| Worst month | −5.4% |
| Best 12 months | +28.6% |
| Worst 12 months | +21.6% |
| Positive months | 79% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
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.
IQSZ rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 4 | +17.1% | +24.5% | +28.6% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
IQSZ performance overview
Invesco Global Equity Net Zero ETF (IQSZ) returned +18.8% over the past year, with distributions reinvested. Since its first recorded price on Jul 16, 2025 it has returned +29.2%. Over the same year S&P 500 (SPY) returned +14.4%.
Related: IQSZ chart, IQSZ holdings, IQSZ dividends, IQSZ valuation. See the IQSZ overview for the latest quote and fund facts.
IQSZ performance FAQ
What is the IQSZ return over the past year?
IQSZ returned +18.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 16.4%.
How much would $10,000 invested in IQSZ be worth?
$10,000 invested in IQSZ at its first recorded close on July 16, 2025 would be worth about $12,918 on October 23, 2026 with distributions reinvested.
How volatile is IQSZ?
Over the past history IQSZ had an annualized volatility of 11.3% and a Sharpe ratio of 1.75 (excess return over 1–3 month T-bills per unit of risk).