IQSMvsCVMCETF Comparison
VS
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 Finance, Technology and Industrials. In contrast, CVMC's top sector exposures are Finance, Industrials and Technology. IQSM is more expensive with a Total Expense Ratio (TER) of 0.16%, versus 0.15% for CVMC. IQSM is up 13.21% year-to-date (YTD) with +$123M in YTD flows. CVMC performs better with 16.19% YTD performance, and +$8M 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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
IQSM vs CVMC 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 CVMC | -4.31%-5.44% | +0.47%-0.79% | +13.21%+16.19% | +15.27%+18.53% | +46.54%+56.73% | n/an/a |
| Flows | IQSM CVMC | +$35M+$4M | +$33M+$8M | +$123M+$8M | +$109M+$15M | +$109M+$56M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IQSM CVMC | +12.57%+11.18% | +14.89%+14.36% | +17.37%+16.11% | n/an/a |
| Max drawdown | IQSM CVMC | -4.59%-6.12% | -8.92%-9.34% | -23.67%-21.43% | n/an/a |
| Max drawdown duration | IQSM CVMC | 31d34d | 49d49d | 379d269d | n/an/a |
Trading data
IQSM | CVMC | |
Last sale 9/16/2026 at 7:08 PM | $39.04 | $74.10 |
| Previous close 09/16/2026 | $39.24 | $74.54 |
| 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
Create an account to view replication metrics
Join for free
IQSM | CVMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 9/16/2026 at 7:08 PM
Live
Closed
IQSM | CVMC | |
|---|---|---|
| Last price | $39.04 | $74.10 |
| 1D performance | -0.51% | -0.59% |
| AuM | $362.87 M | $107.37 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 | 244 | 593 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 25, 2022 | February 1, 2023 |
| ESG | Yes | Yes |
Advertisement
Exposure
Countries
IQSM
USA
93.56%
Other
6.44%
CVMC
USA
96.88%
Other
3.12%
Sectors
IQSM
Finance
23.17%
Technology
17.79%
Industrials
16.25%
Healthcare
15%
Non-Energy Materi.
8.14%
Other
19.64%
CVMC
Finance
25.78%
Industrials
16.75%
Technology
14.89%
Healthcare
12.97%
Other
29.61%
Advertisement
Diversification
IQSM
Total weight of top 15 holdings out of 15
12.74%
CVMC
Total weight of top 15 holdings out of 15
7.89%
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%
CVMC
PACCAR, Inc.
0.60%
Target Corp.
0.56%
Arthur J. Gallagher & Co.
0.56%
Hewlett Packard Enterprise Co.
0.56%
Dominion Energy, Inc.
0.53%
W.W. Grainger, Inc.
0.52%
Realty Income Corp.
0.52%
Aflac, Inc.
0.52%
Nucor Corp.
0.51%
Sempra
0.51%
Delta Air Lines, Inc.
0.51%
Teradyne, Inc.
0.50%
Public Storage
0.50%
AMETEK, Inc.
0.49%
Rockwell Automation, Inc.
0.48%
Frequently asked questions about IQSM and CVMC
How have the IQSM and CVMC ETFs performed in 2026?
As of September 16, 2026, IQSM is up 13.21% year-to-date (YTD), while CVMC has returned 16.19%. 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 +$123M in flows, compared to +$8M for CVMC.
Which ETF is more volatile: IQSM or CVMC?
Over the past year, IQSM had a volatility of 14.89%, while CVMC experienced 14.36%.
Which ETF is bigger: IQSM or CVMC?
As of September 16, 2026, IQSM holds $362.87 M in assets under management (AUM), while CVMC manages $107.37 M.
What sectors do the IQSM and CVMC ETFs invest in?
IQSM leans toward sectors like Finance, Technology and Industrials. Meanwhile, CVMC focuses on Finance, Industrials and Technology.
What are the top holdings of the IQSM ETF and CVMC ETF?
IQSM top holdings include Revolution Medicines, Inc., Twilio, Inc. and nVent Electric Plc. CVMC holds in its top three: PACCAR, Inc., Target Corp. and Arthur J. Gallagher & Co..
Which ETF is more diversified: IQSM or CVMC?
IQSM holds 246 securities with 12.74% of its assets in the top 15. CVMC has 593 securities and a top 15 weight of 7.89%.
Advertisement
Advertisement
