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IQSMvsCVMCETF Comparison

ETF 1

IQSM

NYLI Candriam U.S. Mid Cap Equity ETF

This fund is part of

US Mid Cap

-0.06%

Full IQSM fund page

VS

ETF 2

CVMC

Calvert US Mid-Cap Core Responsible Index ETF

This fund is part of

US Mid Cap

-0.06%

Full CVMC fund page

NYLI Candriam U.S. Mid Cap Equity ETF (IQSM) and Calvert US Mid-Cap Core Responsible Index ETF (CVMC) belong to the same industry segment: US Mid Cap. IQSM's top 3 sector exposures are Industrials, Information Technology and Health Care. In contrast, CVMC's top sector exposures are Industrials, Information Technology and Financials. IQSM is more expensive with a Total Expense Ratio (TER) of 0.16%, versus 0.15% for CVMC. IQSM is up 7.97% year-to-date (YTD) with +$90M in YTD flows. CVMC performs better with 8.73% YTD performance, and -$6M in YTD flows. Run a side-by-side ETF comparison of IQSM and CVMC 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 CVMC performance and flow charts

Performance

Cumulative Flows

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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 CVMC	+7.60%+8.20%	+2.80%+4.25%	+7.97%+8.73%	+27.58%+27.27%	+44.48%+48.61%	n/an/a
Flows	IQSM CVMC	+$16M-$3M	+$91M-$3M	+$90M-$6M	+$68M+$6M	+$249M+$44M	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IQSM CVMC	+18.26%+16.87%	+15.43%+14.26%	+17.49%+16.09%	n/an/a
Max drawdown	IQSM CVMC	-8.92%-9.34%	-8.92%-9.34%	-23.67%-21.43%	n/an/a
Max drawdown duration	IQSM CVMC	49d49d	49d49d	379d269d	n/an/a

Trading data

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	IQSM	CVMC
Last sale 4/27/2026 at 1:30 PM	$37.21	$69.43
Previous close 04/27/2026	$37.31	$69.49
Consolidated volume 04/27/2026
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

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	IQSM	CVMC
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	CVMC
Last price	$37.21	$69.43
1D performance	-0.26%	-0.09%
AuM	$316.20 M	$86.88 M
E/R	0.16%	0.15%

Characteristics

	IQSM	CVMC
Management strategy	Passive	Passive
Provider	New York Life Investments	Morgan Stanley
Benchmark	NYLI Candriam U.S. Mid Cap Equity Index	Calvert US Mid-Cap Core Responsible Index
N° of holdings	221	573
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	October 25, 2022	February 1, 2023
ESG	Yes	Yes

More IQSM data on Trackinsight

More CVMC data on Trackinsight

Exposure

Countries

IQSM

USA

87.19%

Other

12.81%

CVMC

USA

90.01%

Other

9.99%

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%

CVMC

Industrials

18.82%

Information Techn.

15.96%

Financials

12.83%

Consumer Discreti.

9.87%

Health Care

9.87%

Other

32.65%

Diversification

IQSM

Total weight of top 15 holdings out of 15

13.8%

CVMC

Total weight of top 15 holdings out of 15

10.27%

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%

CVMC

CORNING

0.95%

VERTIV HOLDINGS

0.85%

WESTERN DIGITAL

0.82%

MARVELL TECHNOLOGY

0.80%

SEAGATE TECHNOLOGY HOLDINGS PLC

0.77%

QUANTA SERVICES

0.74%

CUMMINS

0.68%

ROSS STORES

0.64%

WARNER BROS. DISCOVERY

0.62%

GENERAL MOTORS

0.62%

IE000IVNQZ81

0.57%

BAKER HUGHES

0.57%

PACCAR

0.56%

REALTY INCOME REIT

0.54%

TRUIST FINANCIAL CORP

0.54%

Frequently asked questions about IQSM and CVMC

How have the IQSM and CVMC ETFs performed in 2026?

As of April 24, 2026, IQSM is up 7.97% year-to-date (YTD), while CVMC has returned 8.73%. That puts CVMC better performer ahead so far this year.

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

Year-to-date, the IQSM ETF saw +$90M in flows, compared to -$6M for CVMC.

Which ETF is more volatile: IQSM or CVMC?

Over the past year, IQSM had a volatility of 15.43%, while CVMC experienced 14.26%.

Which ETF is bigger: IQSM or CVMC?

As of April 24, 2026, IQSM holds $316.20 M in assets under management (AUM), while CVMC manages $86.88 M.

What sectors do the IQSM and CVMC ETFs invest in?

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

IQSMvsCVMCETF Comparison

NYLI Candriam U.S. Mid Cap Equity ETF

Calvert US Mid-Cap Core Responsible Index ETF

IQSM vs CVMC 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 CVMC ETFs performed in 2026?

As of April 24, 2026, IQSM is up 7.97% year-to-date (YTD), while CVMC has returned 8.73%. That puts CVMC better performer ahead so far this year.

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

Year-to-date, the IQSM ETF saw +$90M in flows, compared to -$6M for CVMC.

Which ETF is more volatile: IQSM or CVMC?

Over the past year, IQSM had a volatility of 15.43%, while CVMC experienced 14.26%.

Which ETF is bigger: IQSM or CVMC?

As of April 24, 2026, IQSM holds $316.20 M in assets under management (AUM), while CVMC manages $86.88 M.

What sectors do the IQSM and CVMC ETFs invest in?

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

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

IQSM top holdings include TECHNIPFMC PLC, UTD THERAPEUT and XPO LOGISTICS. CVMC holds in its top three: CORNING, VERTIV HOLDINGS and WESTERN DIGITAL.

Which ETF is more diversified: IQSM or CVMC?

IQSM holds 227 securities with 13.8% of its assets in the top 15. CVMC has 586 securities and a top 15 weight of 10.27%.

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