BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

IQSMvsIWRETF Comparison

ETF 1

IQSM

NYLI Candriam U.S. Mid Cap Equity ETF

This fund is part of

US Mid Cap

+0.07%

Full IQSM fund page

VS

ETF 2

IWR

iShares Russell Mid-Cap ETF

This fund is part of

US Mid Cap

+0.07%

Full IWR fund page

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 7.97% year-to-date (YTD) with +$90M in YTD flows. IWR performs better with 8.08% YTD performance, and +$1.99B 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.

Find out how industry players manage ETF portfolios. Discover our library of Model portfolios

IQSM vs IWR performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

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 IWR	+7.60%+6.47%	+2.80%+3.56%	+7.97%+8.08%	+27.58%+26.08%	+44.48%+54.86%	n/a+41.73%
Flows	IQSM IWR	+$16M+$1.41B	+$91M+$2.41B	+$90M+$1.99B	+$68M+$4.28B	+$249M+$9.68B	-+$11.54B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IQSM IWR	+18.26%+16.22%	+15.43%+13.91%	+17.49%+16.02%	n/a+18.27%
Max drawdown	IQSM IWR	-8.92%-8.16%	-8.92%-8.16%	-23.67%-21.08%	n/a-26.20%
Max drawdown duration	IQSM IWR	49d49d	49d49d	379d239d	n/a854d

Trading data

Create an account to view trading data

Join for free

	IQSM	IWR
Last sale 4/27/2026 at 1:30 PM	$37.21	$103.75
Previous close 04/24/2026	$37.31	$103.76
Consolidated volume 04/24/2026
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

Create an account to view replication metrics

Join for free

Create an account to view replication quality

Join for free

	IQSM	IWR
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	IWR
Last price	$37.21	$103.75
1D performance	-0.26%	-0.01%
AuM	$316.20 M	$52.10 B
E/R	0.16%	0.18%

Characteristics

	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	221	721
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	October 25, 2022	July 17, 2001
ESG	Yes	No

More IQSM data on Trackinsight

More IWR data on Trackinsight

Exposure

Countries

IQSM

USA

87.19%

Other

12.81%

IWR

USA

93.69%

Other

6.31%

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%

IWR

Industrials

16.54%

Information Techn.

13.04%

Financials

12.07%

Consumer Discreti.

10.57%

Health Care

8.39%

Energy

7.34%

Other

32.04%

Diversification

IQSM

Total weight of top 15 holdings out of 15

13.8%

IWR

Total weight of top 15 holdings out of 15

9.59%

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%

IWR

CORNING

0.84%

VERTIV HOLDINGS

0.76%

HOWMET AEROSPACE INC

0.73%

WESTERN DIGITAL

0.73%

US80004C2008

0.72%

BANK OF NEW YORK MELLON

0.65%

QUANTA SERVICES

0.64%

VALERO ENERGY

0.60%

CUMMINS

0.59%

MARATHON PETROLEUM

0.58%

PHILLIPS 66

0.58%

ROYAL CARIBBEAN GROUP

0.55%

HILTON INC

0.55%

ROSS STORES

0.55%

KINDER MORGAN

0.52%

Frequently asked questions about IQSM and IWR

How have the IQSM and IWR ETFs performed in 2026?

As of April 24, 2026, IQSM is up 7.97% year-to-date (YTD), while IWR has returned 8.08%. That puts IWR better performer ahead so far this year.

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

Year-to-date, the IQSM ETF saw +$90M in flows, compared to +$1.99B for IWR.

Which ETF is more volatile: IQSM or IWR?

Over the past year, IQSM had a volatility of 15.43%, while IWR experienced 13.91%.

Which ETF is bigger: IQSM or IWR?

As of April 24, 2026, IQSM holds $316.20 M in assets under management (AUM), while IWR manages $52.10 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 TECHNIPFMC PLC, UTD THERAPEUT and XPO LOGISTICS. IWR holds in its top three: CORNING, VERTIV HOLDINGS and HOWMET AEROSPACE INC.

IQSMvsIWRETF Comparison

NYLI Candriam U.S. Mid Cap Equity ETF

iShares Russell Mid-Cap ETF

IQSM vs IWR 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 IWR ETFs performed in 2026?

As of April 24, 2026, IQSM is up 7.97% year-to-date (YTD), while IWR has returned 8.08%. That puts IWR better performer ahead so far this year.

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

Year-to-date, the IQSM ETF saw +$90M in flows, compared to +$1.99B for IWR.

Which ETF is more volatile: IQSM or IWR?

Over the past year, IQSM had a volatility of 15.43%, while IWR experienced 13.91%.

Which ETF is bigger: IQSM or IWR?

As of April 24, 2026, IQSM holds $316.20 M in assets under management (AUM), while IWR manages $52.10 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 TECHNIPFMC PLC, UTD THERAPEUT and XPO LOGISTICS. IWR holds in its top three: CORNING, VERTIV HOLDINGS and HOWMET AEROSPACE INC.

Which ETF is more diversified: IQSM or IWR?

IQSM holds 227 securities with 13.8% of its assets in the top 15. IWR has 806 securities and a top 15 weight of 9.59%.

Build and Analyze Your ETF Portfolio Like a Pro