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IQSMvsCVMCETF Comparison
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 1.9% year-to-date (YTD) with +$61M in YTD flows. CVMC performs worse with 1.75% YTD performance, and -$3M 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.
IQSM vs CVMC performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IQSM CVMC | -4.41%-4.43% | +0.05%-0.42% | +1.90%+1.75% | +17.13%+17.03% | +39.89%+44.95% | n/an/a |
| Flows | IQSM CVMC | +$45M- | +$60M-$55K | +$61M-$3M | +$44M+$12M | +$219M+$47M | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IQSM CVMC | +14.56%+13.41% | +20.37%+18.70% | +17.45%+16.02% | n/an/a |
| Max drawdown | IQSM CVMC | -5.34%-5.23% | -15.27%-13.93% | -23.67%-21.43% | n/an/a |
| Max drawdown duration | IQSM CVMC | 13d13d | 46d46d | 379d269d | n/an/a |
IQSM | CVMC | |
Last sale 3/12/2026 at 1:30 PM | $34.57 | $63.91 |
| Previous close 03/12/2026 | $35.30 | $65.17 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
IQSM | CVMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IQSM | CVMC | |
|---|---|---|
| Last price | $34.57 | $63.91 |
| 1D performance | -2.05% | -1.93% |
| AuM | $270.02 M | $84.76 M |
| E/R | 0.16% | 0.15% |
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 | 219 | 574 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 25, 2022 | February 1, 2023 |
| ESG | Yes | Yes |
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 CVMC ETFs performed in 2026?
As of March 11, 2026, IQSM is up 1.9% year-to-date (YTD), while CVMC has returned 1.75%. That puts IQSM better performer ahead so far this year.
Which ETF is attracting more investor money: IQSM or CVMC?
Year-to-date, the IQSM ETF saw +$61M in flows, compared to -$3M for CVMC.
Which ETF is more volatile: IQSM or CVMC?
Over the past year, IQSM had a volatility of 20.37%, while CVMC experienced 18.7%.
Which ETF is bigger: IQSM or CVMC?
As of March 11, 2026, IQSM holds $270.02 M in assets under management (AUM), while CVMC manages $84.76 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 BLOOM ENERGY CORP, LUMENTUM HOLDINGS and TECHNIPFMC PLC. CVMC holds in its top three: SEAGATE TECHNOLOGY HOLDINGS PLC, WESTERN DIGITAL and CORNING.
Which ETF is more diversified: IQSM or CVMC?
IQSM holds 225 securities with 13.06% of its assets in the top 15. CVMC has 587 securities and a top 15 weight of 9.54%.
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