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IQSMvsBBMCETF Comparison
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, Financials and Information Technology. IQSM is more expensive with a Total Expense Ratio (TER) of 0.16%, versus 0.07% for BBMC. IQSM is up 1.9% year-to-date (YTD) with +$61M in YTD flows. BBMC performs worse with 1.43% YTD performance, and +$31M 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.
IQSM vs BBMC performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IQSM BBMC | -4.41%-4.67% | +0.05%+0.14% | +1.90%+1.43% | +17.13%+21.62% | +39.89%+55.71% | n/a+31.33% |
| Flows | IQSM BBMC | +$45M-$6M | +$60M-$146M | +$61M+$31M | +$44M-$240M | +$219M-$294M | --$282M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IQSM BBMC | +14.56%+16.16% | +20.37%+21.58% | +17.45%+18.72% | n/a+20.67% |
| Max drawdown | IQSM BBMC | -5.34%-7.05% | -15.27%-15.74% | -23.67%-24.17% | n/a-30.03% |
| Max drawdown duration | IQSM BBMC | 13d14d | 46d46d | 379d275d | n/a1045d |
IQSM | BBMC | |
Last sale 3/12/2026 at 7:44 PM | $34.57 | $108.90 |
| Previous close 03/12/2026 | $35.30 | $108.09 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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IQSM | BBMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IQSM | BBMC | |
|---|---|---|
| Last price | $34.57 | $108.90 |
| 1D performance | -2.05% | +0.75% |
| AuM | $270.02 M | $1.86 B |
| E/R | 0.16% | 0.07% |
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 | 219 | 512 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 25, 2022 | April 14, 2020 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the IQSM and BBMC ETFs performed in 2026?
As of March 11, 2026, IQSM is up 1.9% year-to-date (YTD), while BBMC has returned 1.43%. That puts IQSM better performer ahead so far this year.
Which ETF is attracting more investor money: IQSM or BBMC?
Year-to-date, the IQSM ETF saw +$61M in flows, compared to +$31M for BBMC.
Which ETF is more volatile: IQSM or BBMC?
Over the past year, IQSM had a volatility of 20.37%, while BBMC experienced 21.58%.
Which ETF is bigger: IQSM or BBMC?
As of March 11, 2026, IQSM holds $270.02 M in assets under management (AUM), while BBMC manages $1.86 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, Financials and Information Technology.
What are the top holdings of the IQSM ETF and BBMC ETF?
IQSM top holdings include BLOOM ENERGY CORP, LUMENTUM HOLDINGS and TECHNIPFMC PLC. BBMC holds in its top three: US80004C2008, CIENA and US19247G1076.
Which ETF is more diversified: IQSM or BBMC?
IQSM holds 225 securities with 13.06% of its assets in the top 15. BBMC has 564 securities and a top 15 weight of 8.87%.
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