IQRA vs RGLO
NYLI CBRE Real Assets ETF vs Russell Investments Global Equity ETF
Which is better, IQRA or RGLO?
RGLO has been ahead.
RGLO has a lower expense ratio. RGLO led over 1Y and the full window. RGLO is less concentrated, with 26.2% of the fund in its ten largest positions against 29.1%.
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 | IQRA | RGLO |
|---|---|---|
| Expense Ratio | 0.65% | 0.49%Best |
| AUM | $7M | $368M |
| Dividend Yield | 2.65% | 0.57% |
| Holdings | 107 | 384 |
| Volatility (annualized) | 11.9% | 10.2%Best |
| Max Drawdown | -8.0%Best | -9.6% |
| $10,000 over 1.2 years | $11,453 | $13,205Best |
| Top 10 Weight | 29.1% | 26.2%Best |
| Fund Family | IndexIQ Trust | Russell Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 10, 2023 | May 29, 2025 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).
The two price series end 48 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IQRA has data through Aug 27, 2026 and RGLO through Oct 14, 2026.
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: May 30, 2025 to Aug 27, 2026 (1.2 years).
Risk: Volatility and Drawdowns
IQRA has been the more volatile fund, with annualized monthly volatility of 11.9% compared with 10.2% for RGLO. 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 -8.0% for IQRA and -9.6% for RGLO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IQRA charges 0.65% per year while RGLO charges 0.49%. On a $10,000 position that is $65 vs $49 annually, a gap of $16 per year that compounds over a long holding period. On income, IQRA currently yields 2.65% against 0.57% for RGLO.
Holdings Overlap
8.3% of IQRA's money is in holdings RGLO also owns. 0.4% of RGLO's money is in holdings IQRA also owns.
IQRA and RGLO share little of their money.
The two holdings books were reported 78 days apart, IQRA as of Jun 30, 2026 and RGLO as of Sep 16, 2026, so some of the difference between them is the time between the two reports rather than the funds.
2 positions in common, counted across the 102 positions we hold weights for in IQRA and 346 in RGLO, against full books of 107 and 384.
What only one of them owns
Our book lists 109 positions for RGLO that do not appear in our book for IQRA (51.4% of the fund), and 50 for IQRA that do not appear in RGLO (56.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of IQRA and RGLO 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, IQRA or RGLO?
IQRA has an expense ratio of 0.65% while RGLO charges 0.49%. RGLO is the cheaper option, by $16 a year on a $10,000 investment.
Which is riskier, IQRA or RGLO?
IQRA has been the more volatile fund at 11.9% annualized versus 10.2% for RGLO. Worst drawdown: IQRA -8.0% vs RGLO -9.6%.
Should I hold both IQRA and RGLO?
IQRA and RGLO have a monthly-return correlation of 0.49, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IQRA and RGLO?
8.3% of IQRA's money is in holdings RGLO also owns. 0.4% of RGLO's is in holdings IQRA also owns. They hold 2 positions in common, counted across the 102 positions we hold weights for in IQRA and 346 in RGLO.
Which pays a higher dividend, IQRA or RGLO?
IQRA yields 2.65% while RGLO yields 0.57%, so IQRA currently pays the higher dividend yield.
Is RGLO better than IQRA?
RGLO has a lower expense ratio. RGLO led over 1Y and the full window. RGLO is less concentrated, with 26.2% of the fund in its ten largest positions against 29.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.