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. Both ETFs have the same top 3 sector exposures: 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 13.21% year-to-date (YTD) with +$123M in YTD flows. IWR performs worse with 12.94% YTD performance, and +$2.99B 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.
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IQSM vs IWR 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 IWR | -4.31%-5.29% | +0.47%-0.69% | +13.21%+12.94% | +15.27%+13.72% | +46.54%+57.21% | n/a+43.04% |
| Flows | IQSM IWR | +$35M+$348M | +$33M-$181M | +$123M+$2.99B | +$109M+$4.70B | +$109M+$10.54B | -+$12.37B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IQSM IWR | +12.57%+11.10% | +14.89%+13.67% | +17.37%+15.94% | n/a+18.28% |
| Max drawdown | IQSM IWR | -4.59%-5.82% | -8.92%-8.16% | -23.67%-21.08% | n/a-26.20% |
| Max drawdown duration | IQSM IWR | 31d31d | 49d49d | 379d239d | n/a854d |
Trading data
IQSM | IWR | |
Last sale 9/16/2026 at 7:08 PM | $39.04 | $108.85 |
| Previous close 09/16/2026 | $39.24 | $107.83 |
| 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
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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 9/16/2026 at 7:08 PM
Live
Closed
IQSM | IWR | |
|---|---|---|
| Last price | $39.04 | $108.85 |
| 1D performance | -0.51% | +0.95% |
| AuM | $362.87 M | $55.17 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 | 244 | 812 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 25, 2022 | July 17, 2001 |
| ESG | Yes | No |
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Exposure
Countries
IQSM
USA
93.56%
Other
6.44%
IWR
USA
96.23%
Other
3.77%
Sectors
IQSM
Finance
23.17%
Technology
17.79%
Industrials
16.25%
Healthcare
15%
Non-Energy Materi.
8.14%
Other
19.64%
IWR
Finance
22.01%
Technology
15.73%
Industrials
14.33%
Healthcare
11.14%
Other
36.79%
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Diversification
IQSM
Total weight of top 15 holdings out of 15
12.74%
IWR
Total weight of top 15 holdings out of 15
8.16%
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%
IWR
Snowflake, Inc.
0.72%
Marathon Petroleum Corp.
0.67%
Cloudflare, Inc.
0.65%
Datadog, Inc.
0.64%
Phillips 66
0.61%
Royal Caribbean Group
0.59%
Simon Property Group, Inc.
0.53%
Digital Realty Trust, Inc.
0.51%
The Allstate Corp.
0.49%
United Rentals, Inc.
0.48%
Robinhood Markets, Inc.
0.48%
Hewlett Packard Enterprise Co.
0.45%
Kinder Morgan, Inc.
0.45%
Warner Bros. Discovery, Inc.
0.44%
Realty Income Corp.
0.44%
Frequently asked questions about IQSM and IWR
How have the IQSM and IWR ETFs performed in 2026?
As of September 16, 2026, IQSM is up 13.21% year-to-date (YTD), while IWR has returned 12.94%. 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 +$123M in flows, compared to +$2.99B for IWR.
Which ETF is more volatile: IQSM or IWR?
Over the past year, IQSM had a volatility of 14.89%, while IWR experienced 13.67%.
Which ETF is bigger: IQSM or IWR?
As of September 16, 2026, IQSM holds $362.87 M in assets under management (AUM), while IWR manages $55.17 B.
What sectors do the IQSM and IWR ETFs invest in?
IQSM leans toward sectors like Finance, Technology and Industrials. Meanwhile, IWR focuses on Finance, Technology and Industrials.
What are the top holdings of the IQSM ETF and IWR ETF?
IQSM top holdings include Revolution Medicines, Inc., Twilio, Inc. and nVent Electric Plc. IWR holds in its top three: Snowflake, Inc., Marathon Petroleum Corp. and Cloudflare, Inc..
Which ETF is more diversified: IQSM or IWR?
IQSM holds 246 securities with 12.74% of its assets in the top 15. IWR has 823 securities and a top 15 weight of 8.16%.
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