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IQSMvsIWRETF Comparison
NYLI Candriam U.S. Mid Cap Equity ETF (IQSM) and iShares Russell Mid-Cap ETF (IWR) belong to the same industry segment: US Mid Cap. IQSM's top 3 sector exposures are Industrials, Information Technology and Health Care. In contrast, IWR's top sector exposures are Industrials, Information Technology and Financials. IQSM is less expensive with a Total Expense Ratio (TER) of 0.16%, versus 0.18% for IWR. IQSM is up 1.9% year-to-date (YTD) with +$61M in YTD flows. IWR performs worse with 0.96% YTD performance, and +$281M in YTD flows. Run a side-by-side ETF comparison of IQSM and IWR 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 IWR performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IQSM IWR | -4.41%-3.37% | +0.05%-0.19% | +1.90%+0.96% | +17.13%+17.17% | +39.89%+51.37% | n/a+39.23% |
| Flows | IQSM IWR | +$45M+$566M | +$60M+$729M | +$61M+$281M | +$44M+$4.17B | +$219M+$7.76B | -+$10.09B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IQSM IWR | +14.56%+14.02% | +20.37%+19.18% | +17.45%+16.03% | n/a+18.23% |
| Max drawdown | IQSM IWR | -5.34%-6.03% | -15.27%-14.39% | -23.67%-21.08% | n/a-26.20% |
| Max drawdown duration | IQSM IWR | 13d14d | 46d46d | 379d239d | n/a854d |
IQSM | IWR | |
Last sale 3/12/2026 at 7:44 PM | $34.57 | $97.78 |
| Previous close 03/12/2026 | $35.30 | $97.20 |
| 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 | IWR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IQSM | IWR | |
|---|---|---|
| Last price | $34.57 | $97.78 |
| 1D performance | -2.05% | +0.59% |
| AuM | $270.02 M | $47.10 B |
| E/R | 0.16% | 0.18% |
IQSM | IWR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | New York Life Investments | iShares |
| Benchmark | NYLI Candriam U.S. Mid Cap Equity Index | Russell Midcap Index |
| N° of holdings | 219 | 724 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 25, 2022 | July 17, 2001 |
| ESG | Yes | No |
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 IWR ETFs performed in 2026?
As of March 11, 2026, IQSM is up 1.9% year-to-date (YTD), while IWR has returned 0.96%. That puts IQSM better performer ahead so far this year.
Which ETF is attracting more investor money: IQSM or IWR?
Year-to-date, the IQSM ETF saw +$61M in flows, compared to +$281M for IWR.
Which ETF is more volatile: IQSM or IWR?
Over the past year, IQSM had a volatility of 20.37%, while IWR experienced 19.18%.
Which ETF is bigger: IQSM or IWR?
As of March 11, 2026, IQSM holds $270.02 M in assets under management (AUM), while IWR manages $47.10 B.
What sectors do the IQSM and IWR ETFs invest in?
IQSM leans toward sectors like Industrials, Information Technology and Health Care. Meanwhile, IWR focuses on Industrials, Information Technology and Financials.
What are the top holdings of the IQSM ETF and IWR ETF?
IQSM top holdings include BLOOM ENERGY CORP, LUMENTUM HOLDINGS and TECHNIPFMC PLC. IWR holds in its top three: WESTERN DIGITAL, ROYAL CARIBBEAN GROUP and BANK OF NEW YORK MELLON.
Which ETF is more diversified: IQSM or IWR?
IQSM holds 225 securities with 13.06% of its assets in the top 15. IWR has 808 securities and a top 15 weight of 8.71%.
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