BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

IQSMvsBBMCETF Comparison

ETF 1

IQSM

NYLI Candriam U.S. Mid Cap Equity ETF

This fund is part of

US Mid Cap

+0.07%

Full IQSM fund page

VS

ETF 2

BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

This fund is part of

US Mid Cap

+0.07%

Full BBMC fund page

NYLI Candriam U.S. Mid Cap Equity ETF (IQSM) and JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) belong to the same industry segment: US Mid Cap. IQSM's top 3 sector exposures are Industrials, Information Technology and Health Care. In contrast, BBMC's top sector exposures are Industrials, Information Technology and Financials. IQSM is more expensive with a Total Expense Ratio (TER) of 0.16%, versus 0.07% for BBMC. IQSM is up 7.97% year-to-date (YTD) with +$90M in YTD flows. BBMC performs better with 10.95% YTD performance, and +$24M in YTD flows. Run a side-by-side ETF comparison of IQSM and BBMC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

Find out how industry players manage ETF portfolios. Discover our library of Model portfolios

IQSM vs BBMC performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/24/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	IQSM BBMC	+7.60%+8.19%	+2.80%+4.50%	+7.97%+10.95%	+27.58%+35.88%	+44.48%+63.75%	n/a+39.06%
Flows	IQSM BBMC	+$16M-$7M	+$91M+$30M	+$90M+$24M	+$68M-$217M	+$249M-$402M	--$249M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IQSM BBMC	+18.26%+19.26%	+15.43%+16.51%	+17.49%+18.79%	n/a+20.69%
Max drawdown	IQSM BBMC	-8.92%-9.60%	-8.92%-9.60%	-23.67%-24.17%	n/a-30.03%
Max drawdown duration	IQSM BBMC	49d46d	49d46d	379d275d	n/a1045d

Trading data

Create an account to view trading data

Join for free

	IQSM	BBMC
Last sale 4/27/2026 at 1:30 PM	$37.21
Previous close 04/24/2026	$37.31
Consolidated volume 04/24/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

Create an account to view replication metrics

Join for free

Create an account to view replication quality

Join for free

	IQSM	BBMC
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/27/2026 at 1:30 PM

Live

Closed

	IQSM	BBMC
Last price	$37.21	–
1D performance	-0.26%	–
AuM	$316.20 M	$2.02 B
E/R	0.16%	0.07%

Characteristics

	IQSM	BBMC
Management strategy	Passive	Passive
Provider	New York Life Investments	J.P. Morgan Asset Management
Benchmark	NYLI Candriam U.S. Mid Cap Equity Index	Morningstar US Mid Cap Target Market Exposure Extended Index
N° of holdings	221	506
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	October 25, 2022	April 14, 2020
ESG	Yes	No

More IQSM data on Trackinsight

More BBMC data on Trackinsight

Exposure

Countries

IQSM

USA

87.19%

Other

12.81%

BBMC

USA

94.48%

Other

5.52%

Sectors

IQSM

Industrials

19.3%

Information Techn.

14.71%

Health Care

13.53%

Financials

12.44%

Consumer Discreti.

9.5%

Real Estate

8.8%

Other

21.73%

BBMC

Industrials

18.71%

Information Techn.

12.4%

Financials

11.64%

Consumer Discreti.

11.42%

Health Care

10.51%

Other

35.32%

Diversification

IQSM

Total weight of top 15 holdings out of 15

13.8%

BBMC

Total weight of top 15 holdings out of 15

11.27%

Top 15 holdings

Data as of March 31, 2026

IQSM

TECHNIPFMC PLC

1.28%

UTD THERAPEUT

1.17%

XPO LOGISTICS

1.03%

ALBEMARLE

0.96%

MICHAEL STORES

0.95%

FABRINET

0.92%

BURLINGTON STORES

0.91%

US FOODS HOLDING CORP

0.89%

NVENT ELECTRIC PLC

0.87%

CH ROBINSON WW

0.85%

MODERNA INC

0.81%

TWILIO

0.79%

REVOLUTION MEDICINES INC

0.79%

ALCOA CORP

0.78%

YUM CHINA HOLDINGS

0.78%

BBMC

US80004C2008

1.93%

CIENA

1.28%

LUMENTUM HOLDINGS

1.12%

US19247G1076

0.96%

TAPESTRY INC

0.65%

TECHNIPFMC PLC

0.61%

JABIL CIRCUIT

0.58%

CASEYS GENERAL STORES

0.58%

NATERA

0.55%

CURTISS WRIGHT

0.55%

US74743L1008

0.52%

XPO LOGISTICS

0.50%

CF INDUSTRIES HOLDINGS

0.48%

ALBEMARLE

0.47%

WILLIAMS SONOMA

0.47%

Frequently asked questions about IQSM and BBMC

How have the IQSM and BBMC ETFs performed in 2026?

As of April 24, 2026, IQSM is up 7.97% year-to-date (YTD), while BBMC has returned 10.95%. That puts BBMC better performer ahead so far this year.

Which ETF is attracting more investor money: IQSM or BBMC?

Year-to-date, the IQSM ETF saw +$90M in flows, compared to +$24M for BBMC.

Which ETF is more volatile: IQSM or BBMC?

Over the past year, IQSM had a volatility of 15.43%, while BBMC experienced 16.51%.

Which ETF is bigger: IQSM or BBMC?

As of April 24, 2026, IQSM holds $316.20 M in assets under management (AUM), while BBMC manages $2.02 B.

What sectors do the IQSM and BBMC ETFs invest in?

IQSM leans toward sectors like Industrials, Information Technology and Health Care. Meanwhile, BBMC focuses on Industrials, Information Technology and Financials.

IQSMvsBBMCETF Comparison

NYLI Candriam U.S. Mid Cap Equity ETF

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

IQSM vs BBMC performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the IQSM and BBMC ETFs performed in 2026?

As of April 24, 2026, IQSM is up 7.97% year-to-date (YTD), while BBMC has returned 10.95%. That puts BBMC better performer ahead so far this year.

Which ETF is attracting more investor money: IQSM or BBMC?

Year-to-date, the IQSM ETF saw +$90M in flows, compared to +$24M for BBMC.

Which ETF is more volatile: IQSM or BBMC?

Over the past year, IQSM had a volatility of 15.43%, while BBMC experienced 16.51%.

Which ETF is bigger: IQSM or BBMC?

As of April 24, 2026, IQSM holds $316.20 M in assets under management (AUM), while BBMC manages $2.02 B.

What sectors do the IQSM and BBMC ETFs invest in?

IQSM leans toward sectors like Industrials, Information Technology and Health Care. Meanwhile, BBMC focuses on Industrials, Information Technology and Financials.

What are the top holdings of the IQSM ETF and BBMC ETF?

IQSM top holdings include TECHNIPFMC PLC, UTD THERAPEUT and XPO LOGISTICS. BBMC holds in its top three: US80004C2008, CIENA and LUMENTUM HOLDINGS.

Which ETF is more diversified: IQSM or BBMC?

IQSM holds 227 securities with 13.8% of its assets in the top 15. BBMC has 558 securities and a top 15 weight of 11.27%.

Expert-Built ETF Portfolios, All in One Place