IQSMvsBBMCETF Comparison
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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 Finance, Technology and Industrials. In contrast, BBMC's top sector exposures are Finance, Industrials and Technology. IQSM is more expensive with a Total Expense Ratio (TER) of 0.16%, versus 0.07% for BBMC. IQSM is up 14.05% year-to-date (YTD) with +$88M in YTD flows. BBMC performs better with 17.28% YTD performance, and -$74M 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.
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IQSM vs BBMC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IQSM BBMC | -1.09%-2.24% | +6.02%+5.34% | +14.05%+17.28% | +19.79%+25.60% | +38.24%+56.81% | n/a+49.37% |
| Flows | IQSM BBMC | -$2M-$51M | -$2M-$98M | +$88M-$74M | +$73M-$310M | +$116M-$433M | --$240M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IQSM BBMC | +13.63%+15.88% | +15.10%+16.75% | +17.36%+18.74% | n/a+20.70% |
| Max drawdown | IQSM BBMC | -3.38%-4.14% | -8.92%-9.60% | -23.67%-24.17% | n/a-30.03% |
| Max drawdown duration | IQSM BBMC | 19d16d | 49d46d | 379d275d | n/a1045d |
Trading data
IQSM | BBMC | |
Last sale 7/31/2026 at 1:30 PM | $39.20 | |
| Previous close 07/30/2026 | $39.33 | |
| Consolidated volume 07/30/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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IQSM | BBMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/31/2026 at 1:30 PM
Live
Closed
IQSM | BBMC | |
|---|---|---|
| Last price | $39.20 | – |
| 1D performance | -0.35% | – |
| AuM | $331.19 M | $2.04 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 | 247 | 460 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 25, 2022 | April 14, 2020 |
| ESG | Yes | No |
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Exposure
Countries
IQSM
USA
93.58%
Other
6.42%
BBMC
USA
95.76%
Other
4.24%
Sectors
IQSM
Finance
21.9%
Technology
18.55%
Industrials
18.07%
Healthcare
14.87%
Non-Energy Materi.
8.31%
Other
18.3%
BBMC
Finance
19.71%
Industrials
18.76%
Technology
13.85%
Healthcare
12.37%
Non-Energy Materi.
10.46%
Consumer Cyclical.
7.17%
Other
17.69%
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Diversification
IQSM
Total weight of top 15 holdings out of 15
13.54%
BBMC
Total weight of top 15 holdings out of 15
9.31%
Top 15 holdings
Data as of June 30, 2026
IQSM
Revolution Medicines, Inc.
1.28%
MKS, Inc.
1.10%
Twilio, Inc.
1.02%
nVent Electric Plc
1.00%
MACOM Technology Solutions Holdings, Inc.
0.93%
US Foods Holding Corp.
0.91%
Moderna, Inc.
0.88%
F5, Inc.
0.88%
Okta, Inc.
0.84%
C.H. Robinson Worldwide, Inc.
0.84%
Sterling Infrastructure, Inc.
0.82%
Burlington Stores, Inc.
0.77%
Lattice Semiconductor Corp.
0.77%
Onto Innovation, Inc.
0.75%
Guardant Health, Inc.
0.74%
BBMC
Natera, Inc.
0.76%
Qnity Electronics, Inc.
0.75%
Revolution Medicines, Inc.
0.70%
Carpenter Technology Corp.
0.63%
Tapestry, Inc.
0.63%
Casey's General Stores, Inc.
0.62%
Curtiss-Wright Corp.
0.60%
Williams-Sonoma, Inc.
0.60%
nVent Electric Plc
0.59%
MKS, Inc.
0.59%
MACOM Technology Solutions Holdings, Inc.
0.58%
Sterling Infrastructure, Inc.
0.57%
ATI, Inc.
0.57%
FTAI Aviation Ltd.
0.56%
Woodward, Inc.
0.55%
Frequently asked questions about IQSM and BBMC
How have the IQSM and BBMC ETFs performed in 2026?
As of July 30, 2026, IQSM is up 14.05% year-to-date (YTD), while BBMC has returned 17.28%. 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 +$88M in flows, compared to -$74M for BBMC.
Which ETF is more volatile: IQSM or BBMC?
Over the past year, IQSM had a volatility of 15.1%, while BBMC experienced 16.75%.
Which ETF is bigger: IQSM or BBMC?
As of July 30, 2026, IQSM holds $331.19 M in assets under management (AUM), while BBMC manages $2.04 B.
What sectors do the IQSM and BBMC ETFs invest in?
IQSM leans toward sectors like Finance, Technology and Industrials. Meanwhile, BBMC focuses on Finance, Industrials and Technology.
What are the top holdings of the IQSM ETF and BBMC ETF?
IQSM top holdings include Revolution Medicines, Inc., MKS, Inc. and Twilio, Inc.. BBMC holds in its top three: Natera, Inc., Qnity Electronics, Inc. and Revolution Medicines, Inc..
Which ETF is more diversified: IQSM or BBMC?
IQSM holds 249 securities with 13.54% of its assets in the top 15. BBMC has 466 securities and a top 15 weight of 9.31%.
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