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 Healthcare. 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 13.64% year-to-date (YTD) with +$187M in YTD flows. BKMC performs worse with 9.43% YTD performance, and -$3M 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 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IQSM BKMC | +1.85%+2.02% | -0.36%-2.11% | +13.64%+9.43% | +16.83%+11.40% | +62.91%+63.38% | n/a+33.78% |
| Flows | IQSM BKMC | +$65M-$2M | +$100M+$15M | +$187M-$3M | +$180M+$1M | +$169M+$40M | -+$428M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IQSM BKMC | +12.77%+12.26% | +14.68%+14.93% | +17.12%+17.50% | n/a+19.20% |
| Max drawdown | IQSM BKMC | -6.21%-8.59% | -8.92%-9.70% | -23.67%-23.71% | n/a-25.02% |
| Max drawdown duration | IQSM BKMC | 75d75d | 49d49d | 379d284d | n/a827d |
Trading data
IQSM | BKMC | |
Last sale 10/30/2026 at 6:45 PM | $38.85 | $39.68 |
| Previous close 10/30/2026 | $39.52 | $39.24 |
| Consolidated volume 10/30/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 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 10/30/2026 at 6:45 PM
Live
Closed
IQSM | BKMC | |
|---|---|---|
| Last price | $38.85 | $39.68 |
| 1D performance | -1.70% | +1.12% |
| AuM | $428.73 M | $647.96 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 | 243 | 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
95.19%
Other
4.81%
BKMC
USA
94.71%
Other
5.29%
Sectors
IQSM
Finance
22.04%
Technology
17.83%
Healthcare
16.22%
Industrials
15.42%
Non-Energy Materi.
8.74%
Other
19.75%
BKMC
Finance
22.07%
Industrials
16.56%
Technology
14.98%
Healthcare
13.64%
Non-Energy Materi.
8.53%
Other
24.22%
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Diversification
IQSM
Total weight of top 15 holdings out of 15
11.88%
BKMC
Total weight of top 15 holdings out of 15
7.58%
Top 15 holdings
Data as of September 30, 2026
IQSM
MACOM Technology Solutions Holdings, Inc.
0.89%
Guardant Health, Inc.
0.88%
US Foods Holding Corp.
0.87%
PTC, Inc.
0.87%
Viatris, Inc.
0.83%
Roku, Inc.
0.83%
Semtech Corp.
0.79%
TD SYNNEX Corp.
0.78%
Nutanix, Inc.
0.77%
HF Sinclair Corp.
0.75%
Zebra Technologies Corp.
0.73%
Dynatrace, Inc.
0.73%
ITT, Inc.
0.73%
IDEX Corp.
0.72%
Lattice Semiconductor Corp.
0.71%
BKMC
Guardant Health, Inc.
0.60%
Tenet Healthcare Corp.
0.58%
US Foods Holding Corp.
0.55%
Viatris, Inc.
0.54%
Roku, Inc.
0.54%
Coeur Mining, Inc.
0.52%
Snap-On, Inc.
0.50%
TD SYNNEX Corp.
0.49%
MACOM Technology Solutions Holdings, Inc.
0.49%
ITT, Inc.
0.47%
Zebra Technologies Corp.
0.46%
CF Industries Holdings, Inc.
0.46%
East West Bancorp, Inc.
0.46%
Lattice Semiconductor Corp.
0.46%
IDEX Corp.
0.46%
Frequently asked questions about IQSM and BKMC
How have the IQSM and BKMC ETFs performed in 2026?
As of October 30, 2026, IQSM is up 13.64% year-to-date (YTD), while BKMC has returned 9.43%. 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 +$187M in flows, compared to -$3M for BKMC.
Which ETF is more volatile: IQSM or BKMC?
Over the past year, IQSM had a volatility of 14.68%, while BKMC experienced 14.93%.
Which ETF is bigger: IQSM or BKMC?
As of October 30, 2026, IQSM holds $428.73 M in assets under management (AUM), while BKMC manages $647.96 M.
What sectors do the IQSM and BKMC ETFs invest in?
IQSM leans toward sectors like Finance, Technology and Healthcare. Meanwhile, BKMC focuses on Finance, Industrials and Technology.
What are the top holdings of the IQSM ETF and BKMC ETF?
IQSM top holdings include MACOM Technology Solutions Holdings, Inc., Guardant Health, Inc. and US Foods Holding Corp.. BKMC holds in its top three: Guardant Health, Inc., Tenet Healthcare Corp. and US Foods Holding Corp..
Which ETF is more diversified: IQSM or BKMC?
IQSM holds 245 securities with 11.88% of its assets in the top 15. BKMC has 395 securities and a top 15 weight of 7.58%.
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