IQSMvsIWRETF Comparison
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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 Finance, Technology and Healthcare. In contrast, IWR's top sector exposures are Finance, Technology and Industrials. IQSM is less expensive with a Total Expense Ratio (TER) of 0.16%, versus 0.18% for IWR. IQSM is up 13.64% year-to-date (YTD) with +$187M in YTD flows. IWR performs better with 15.28% YTD performance, and +$4.73B 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.
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IQSM vs IWR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IQSM IWR | +1.85%+3.17% | -0.36%+0.38% | +13.64%+15.28% | +16.83%+17.19% | +62.91%+75.52% | n/a+40.90% |
| Flows | IQSM IWR | +$65M+$1.47B | +$100M+$2.26B | +$187M+$4.73B | +$180M+$5.97B | +$169M+$12.22B | -+$14.07B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IQSM IWR | +12.77%+11.61% | +14.68%+13.48% | +17.12%+15.74% | n/a+18.23% |
| Max drawdown | IQSM IWR | -6.21%-6.83% | -8.92%-8.16% | -23.67%-21.08% | n/a-26.20% |
| Max drawdown duration | IQSM IWR | 75d75d | 49d49d | 379d239d | n/a854d |
Trading data
IQSM | IWR | |
Last sale 10/30/2026 at 6:45 PM | $38.85 | $110.76 |
| Previous close 10/30/2026 | $39.52 | $110.03 |
| Consolidated volume 10/30/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 2026
1-year trailing difference
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IQSM | IWR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/30/2026 at 6:45 PM
Live
Closed
IQSM | IWR | |
|---|---|---|
| Last price | $38.85 | $110.76 |
| 1D performance | -1.70% | +0.66% |
| AuM | $428.73 M | $58.06 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 | 243 | 813 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 25, 2022 | July 17, 2001 |
| ESG | Yes | No |
Exposure
Countries
IQSM
USA
95.19%
Other
4.81%
IWR
USA
95.79%
Other
4.21%
Sectors
IQSM
Finance
22.04%
Technology
17.83%
Healthcare
16.22%
Industrials
15.42%
Non-Energy Materi.
8.74%
Other
19.75%
IWR
Finance
20.74%
Technology
17.64%
Industrials
13.87%
Healthcare
12.44%
Other
35.31%
Diversification
IQSM
Total weight of top 15 holdings out of 15
11.88%
IWR
Total weight of top 15 holdings out of 15
9.35%
Top 15 holdings
Data as of September 30, 2026
IQSM
MACOM Technology Solutions Holdings, Inc.
0.89%
Guardant Health, Inc.
0.88%
US Foods Holding Corp.
0.87%
PTC, Inc.
0.87%
Viatris, Inc.
0.83%
Roku, Inc.
0.83%
Semtech Corp.
0.79%
TD SYNNEX Corp.
0.78%
Nutanix, Inc.
0.77%
HF Sinclair Corp.
0.75%
Zebra Technologies Corp.
0.73%
Dynatrace, Inc.
0.73%
ITT, Inc.
0.73%
IDEX Corp.
0.72%
Lattice Semiconductor Corp.
0.71%
IWR
Marathon Petroleum Corp.
0.87%
Snowflake, Inc.
0.85%
Cloudflare, Inc.
0.83%
Phillips 66
0.77%
Datadog, Inc.
0.68%
Robinhood Markets, Inc.
0.65%
Hewlett Packard Enterprise Co.
0.64%
Lumentum Holdings, Inc.
0.56%
Warner Bros. Discovery, Inc.
0.56%
Moderna, Inc.
0.53%
Royal Caribbean Group
0.50%
Digital Realty Trust, Inc.
0.49%
Simon Property Group, Inc.
0.48%
Teradyne, Inc.
0.47%
United Rentals, Inc.
0.47%
Frequently asked questions about IQSM and IWR
How have the IQSM and IWR ETFs performed in 2026?
As of October 30, 2026, IQSM is up 13.64% year-to-date (YTD), while IWR has returned 15.28%. 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 +$187M in flows, compared to +$4.73B for IWR.
Which ETF is more volatile: IQSM or IWR?
Over the past year, IQSM had a volatility of 14.68%, while IWR experienced 13.48%.
Which ETF is bigger: IQSM or IWR?
As of October 30, 2026, IQSM holds $428.73 M in assets under management (AUM), while IWR manages $58.06 B.
What sectors do the IQSM and IWR ETFs invest in?
IQSM leans toward sectors like Finance, Technology and Healthcare. Meanwhile, IWR focuses on Finance, Technology and Industrials.
What are the top holdings of the IQSM ETF and IWR ETF?
IQSM top holdings include MACOM Technology Solutions Holdings, Inc., Guardant Health, Inc. and US Foods Holding Corp.. IWR holds in its top three: Marathon Petroleum Corp., Snowflake, Inc. and Cloudflare, Inc..
Which ETF is more diversified: IQSM or IWR?
IQSM holds 245 securities with 11.88% of its assets in the top 15. IWR has 823 securities and a top 15 weight of 9.35%.
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