WDRN ranks 3rd and IQM 6th of 18 funds in the Robotics & Automation Category.
IQM vs WDRN
WDRN −0.05pt a year
0.50%0.45%
WDRN 4.0×the volume
6.2K25K
IQM vs WDRN Performance
−11.7%−10.2%
- IQM 0.50%
- WDRN 0.45%, better
- IQM $75M
- WDRN $16M
- IQM −4.9%
- WDRN
- IQM 0.00%
- WDRN
- IQM 70
- WDRN 67
- IQM 6.2K sh
- WDRN 25K sh, better
- IQM $93.25
- WDRN $23.36
ETF.net Grade
| Pillar | IQM | WDRN |
|---|---|---|
| Cost | B65 | A85Higher |
| Mission | C50 | |
| Risk | D37Higher | F24 |
| Tradability | B64Higher | C49 |
| Holdings | B60 | A81Higher |
| Durability | A70Higher | C40 |
Rank among Robotics & Automation funds
Same Category. IQM and WDRN are both graded against the same 18 Robotics & Automation funds, so their Grades compare head to head.
Our read on each fund
IQMB
WDRNB
In short
IQM Franklin's take on robotics goes wider than robots: it hunts the whole intelligent-machine stack, from design and manufacturing to logistics and predictive maintenance, in a compact portfolio priced under the category norm.
Stated mandate
IQM The Fund seeks capital appreciation by investing primarily in equity securities of companies associated with intelligent machines, including innovations in design, manufacturing, logistics, products, and predictive maintenance.
Why people hold it
Worth knowing
IQM vs WDRN Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
IQM vs WDRN Cost
Overpaying IQM vs WDRN
$938
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
IQM 0.50%
$9,979
WDRN 0.45%
$9,041
Cost over time
Year by year
| Year | IQM | WDRN | Overpaying |
|---|---|---|---|
| 10 | $900 | $812 | $88 |
| 20 | $3,460 | $3,128 | $332 |
| 30 | $9,979 | $9,041 | $938 |
- 0.50%IQM
- 0.45%WDRN, cheaper
- Middle half of Robotics & Automation funds
- Median 0.54%
WDRN 3rd cheapest of 18 funds
IQM 7th cheapest of 18 funds
IQM vs WDRN Dividends
- IQM 0.00%
- WDRN
- IQM None
- WDRN None
Distribution history
IQM vs WDRN Risk
Fall from peak · 5 years
Risk facts
- Volatility
- IQM 28.0%WDRN
- Return per unit of risk
- IQM 0.94WDRN
- Worst fall
- IQM −44.9%WDRN
- Market sensitivity
- IQM 1.65WDRN 3.94
Popular comparisons
- 0.50% · 0.47%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.45% · 0.47%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.50% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.45% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.50% · 0.35%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.45% · 0.35%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.