IQSMvsBKMCETF Comparison
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NYLI Candriam U.S. Mid Cap Equity ETF (IQSM) and BNY Mellon US Mid Cap Core Equity ETF (BKMC) belong to the same industry segment: US Mid Cap. IQSM's top 3 sector exposures are Finance, Technology and Industrials. In contrast, BKMC's top sector exposures are Finance, Industrials and Technology. IQSM is more expensive with a Total Expense Ratio (TER) of 0.16%, versus 0.04% for BKMC. IQSM is up 13.21% year-to-date (YTD) with +$123M in YTD flows. BKMC performs worse with 9.12% YTD performance, and -$17M in YTD flows. Run a side-by-side ETF comparison of IQSM and BKMC 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 BKMC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IQSM BKMC | -4.31%-6.25% | +0.47%-2.83% | +13.21%+9.12% | +15.27%+10.02% | +46.54%+49.42% | n/a+38.98% |
| Flows | IQSM BKMC | +$35M+$1M | +$33M-$3M | +$123M-$17M | +$109M-$10M | +$109M+$60M | -+$415M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IQSM BKMC | +12.57%+11.79% | +14.89%+15.21% | +17.37%+17.65% | n/a+19.25% |
| Max drawdown | IQSM BKMC | -4.59%-6.61% | -8.92%-9.70% | -23.67%-23.71% | n/a-25.02% |
| Max drawdown duration | IQSM BKMC | 31d31d | 49d49d | 379d284d | n/a827d |
Trading data
IQSM | BKMC | |
Last sale 9/16/2026 at 7:08 PM | $39.04 | $39.31 |
| Previous close 09/16/2026 | $39.24 | $39.50 |
| Consolidated volume 09/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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IQSM | BKMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/16/2026 at 7:08 PM
Live
Closed
IQSM | BKMC | |
|---|---|---|
| Last price | $39.04 | $39.31 |
| 1D performance | -0.51% | -0.49% |
| AuM | $362.87 M | $634.89 M |
| E/R | 0.16% | 0.04% |
Characteristics
IQSM | BKMC | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | New York Life Investments | BNY Mellon |
| Benchmark | NYLI Candriam U.S. Mid Cap Equity Index | Solactive GBS United States 400 Index |
| N° of holdings | 244 | 391 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 25, 2022 | April 7, 2020 |
| ESG | Yes | No |
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Exposure
Countries
IQSM
USA
93.56%
Other
6.44%
BKMC
USA
94.09%
Other
5.91%
Sectors
IQSM
Finance
23.17%
Technology
17.79%
Industrials
16.25%
Healthcare
15%
Non-Energy Materi.
8.14%
Other
19.64%
BKMC
Finance
22.46%
Industrials
17.5%
Technology
14.29%
Healthcare
12.08%
Non-Energy Materi.
9.41%
Other
24.27%
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Diversification
IQSM
Total weight of top 15 holdings out of 15
12.74%
BKMC
Total weight of top 15 holdings out of 15
8.89%
Top 15 holdings
Data as of July 31, 2026
IQSM
Revolution Medicines, Inc.
1.32%
Twilio, Inc.
1.01%
nVent Electric Plc
0.93%
Burlington Stores, Inc.
0.93%
US Foods Holding Corp.
0.92%
Okta, Inc.
0.90%
F5, Inc.
0.88%
Guardant Health, Inc.
0.83%
Viatris, Inc.
0.78%
MKS, Inc.
0.76%
Moderna, Inc.
0.71%
Roku, Inc.
0.71%
TD SYNNEX Corp.
0.71%
Ball Corp.
0.69%
Kimco Realty Corp.
0.68%
BKMC
Revolution Medicines, Inc.
0.87%
Carpenter Technology Corp.
0.71%
Twilio, Inc.
0.71%
ATI, Inc.
0.64%
nVent Electric Plc
0.61%
Okta, Inc.
0.60%
F5, Inc.
0.59%
US Foods Holding Corp.
0.56%
Burlington Stores, Inc.
0.55%
Tenet Healthcare Corp.
0.54%
Snap-On, Inc.
0.53%
Viatris, Inc.
0.51%
C.H. Robinson Worldwide, Inc.
0.51%
MKS, Inc.
0.49%
Roku, Inc.
0.48%
Frequently asked questions about IQSM and BKMC
How have the IQSM and BKMC ETFs performed in 2026?
As of September 16, 2026, IQSM is up 13.21% year-to-date (YTD), while BKMC has returned 9.12%. That puts IQSM better performer ahead so far this year.
Which ETF is attracting more investor money: IQSM or BKMC?
Year-to-date, the IQSM ETF saw +$123M in flows, compared to -$17M for BKMC.
Which ETF is more volatile: IQSM or BKMC?
Over the past year, IQSM had a volatility of 14.89%, while BKMC experienced 15.21%.
Which ETF is bigger: IQSM or BKMC?
As of September 16, 2026, IQSM holds $362.87 M in assets under management (AUM), while BKMC manages $634.89 M.
What sectors do the IQSM and BKMC ETFs invest in?
IQSM leans toward sectors like Finance, Technology and Industrials. Meanwhile, BKMC focuses on Finance, Industrials and Technology.
What are the top holdings of the IQSM ETF and BKMC ETF?
IQSM top holdings include Revolution Medicines, Inc., Twilio, Inc. and nVent Electric Plc. BKMC holds in its top three: Revolution Medicines, Inc., Carpenter Technology Corp. and Twilio, Inc..
Which ETF is more diversified: IQSM or BKMC?
IQSM holds 246 securities with 12.74% of its assets in the top 15. BKMC has 396 securities and a top 15 weight of 8.89%.
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