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IQSMvsJHMMETF Comparison

ETF 1
IQSM

NYLI Candriam U.S. Mid Cap Equity ETF

This fund is part of
US Mid Cap
-1.75%
Full IQSM fund page
VS
ETF 2
JHMM

John Hancock Multifactor Mid Cap ETF

This fund is part of
US Multi-Factor
-1.26%
Full JHMM fund page

NYLI Candriam U.S. Mid Cap Equity ETF (IQSM) belongs to the US Mid Cap segment. John Hancock Multifactor Mid Cap ETF (JHMM) is part of the US Multi-Factor segment. IQSM's top 3 sector exposures are Industrials, Information Technology and Health Care. In contrast, JHMM's top sector exposures are Industrials, Information Technology and Financials. IQSM is less expensive with a Total Expense Ratio (TER) of 0.16%, versus 0.42% for JHMM. IQSM is up 1.9% year-to-date (YTD) with +$61M in YTD flows. JHMM performs worse with 1.86% YTD performance, and +$436M in YTD flows. Run a side-by-side ETF comparison of IQSM and JHMM 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 JHMM performance and flow charts

Performance

-6.0-5.0-4.0-3.0-2.0-1.00.01.0%Feb 11Feb 19Feb 26Mar 5Mar 12

Cumulative Flows

0 M50 M100 M150 M200 M250 M300 M350 MFeb 11Feb 19Feb 26Mar 5Mar 12

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 03/11/2026
1M3MYTD1Y3Y5Y
Perf.
IQSM
JHMM
-4.41%-4.44%
+0.05%+0.79%
+1.90%+1.86%
+17.13%+19.24%
+39.89%+50.34%
n/a+42.79%
Flows
IQSM
JHMM
+$45M+$334M
+$60M+$462M
+$61M+$436M
+$44M+$563M
+$219M+$917M
-+$1.92B
Volatility and drawdown
3M1Y3Y5Y
Volatility
IQSM
JHMM
+14.56%+14.39%
+20.37%+19.50%
+17.45%+16.40%
n/a+18.21%
Max drawdown
IQSM
JHMM
-5.34%-6.66%
-15.27%-14.25%
-23.67%-21.83%
n/a-24.10%
Max drawdown duration
IQSM
JHMM
13d14d
46d46d
379d269d
n/a835d
Trading data

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IQSM
JHMM
Last sale
3/12/2026 at 7:44 PM
$34.57
$66.78
Previous close
03/12/2026
$35.30
$66.70
Consolidated volume
03/12/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of February 27, 2026
1-year trailing difference

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IQSM
JHMM
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 3/12/2026 at 7:44 PM
Live
Closed
IQSM
JHMM
Last price
$34.57
$66.78
1D performance
-2.05%
+0.12%
AuM$270.02 M$5.10 B
E/R0.16%0.42%
Characteristics
IQSM
JHMM
Management strategyPassivePassive
ProviderNew York Life InvestmentsJohn Hancock Investments
BenchmarkNYLI Candriam U.S. Mid Cap Equity IndexJohn Hancock Dimensional Mid Cap Index
N° of holdings219603
Asset classEquitiesEquities
Trailing 12m distribution yield
Join
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Inception dateOctober 25, 2022September 28, 2015
ESGYesNo
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Exposure

Countries

IQSM
USA
88.09%
Other
11.91%
JHMM
USA
92.62%
Other
7.38%

Sectors

IQSM
Industrials
19.72%
Information Techn.
16.08%
Health Care
12.98%
Financials
12.49%
Consumer Discreti.
10.83%
Real Estate
8.21%
Other
19.7%
JHMM
Industrials
18.16%
Information Techn.
15.21%
Financials
14.68%
Consumer Discreti.
10.73%
Health Care
9.27%
Other
31.95%
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Diversification

IQSM

Total weight of top 15 holdings out of 15

13.06%
JHMM

Total weight of top 15 holdings out of 15

7.91%

Top 15 holdings

Data as of January 31, 2026
IQSM
BLOOM ENERGY CORP
1.28%
LUMENTUM HOLDINGS
1.27%
TECHNIPFMC PLC
0.97%
CH ROBINSON WW
0.95%
ALBEMARLE
0.89%
EXACT SCIENCES
0.82%
UTD THERAPEUT
0.81%
BURLINGTON STORES
0.78%
FABRINET
0.78%
US FOODS HOLDING CORP
0.77%
NVENT ELECTRIC PLC
0.77%
TWILIO
0.76%
YUM CHINA HOLDINGS
0.75%
XPO LOGISTICS
0.73%
PENTAIR PLC
0.72%
JHMM
WESTERN DIGITAL
0.95%
CIENA
0.65%
WARNER BROS. DISCOVERY
0.64%
US80004C2008
0.63%
SEAGATE TECHNOLOGY HOLDINGS PLC
0.60%
AMETEK
0.46%
US19247G1076
0.46%
COMFORT SYSTEMS USA
0.46%
HARTFORD FINANCIAL SERVICES GRUP
0.45%
NVR
0.45%
ROCKWELL AUTOMAT
0.44%
MONOLITHIC POWER SYSTEMS
0.43%
VERTIV HOLDINGS
0.43%
TERADYNE
0.43%
CARDINAL HEALTH
0.43%
Frequently asked questions about IQSM and JHMM

How have the IQSM and JHMM ETFs performed in 2026?

As of March 11, 2026, IQSM is up 1.9% year-to-date (YTD), while JHMM has returned 1.86%. That puts IQSM better performer ahead so far this year.

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

Year-to-date, the IQSM ETF saw +$61M in flows, compared to +$436M for JHMM.

Which ETF is more volatile: IQSM or JHMM?

Over the past year, IQSM had a volatility of 20.37%, while JHMM experienced 19.5%.

Which ETF is bigger: IQSM or JHMM?

As of March 11, 2026, IQSM holds $270.02 M in assets under management (AUM), while JHMM manages $5.10 B.

What sectors do the IQSM and JHMM ETFs invest in?

IQSM leans toward sectors like Industrials, Information Technology and Health Care. Meanwhile, JHMM focuses on Industrials, Information Technology and Financials.

What are the top holdings of the IQSM ETF and JHMM ETF?

IQSM top holdings include BLOOM ENERGY CORP, LUMENTUM HOLDINGS and TECHNIPFMC PLC. JHMM holds in its top three: WESTERN DIGITAL, CIENA and WARNER BROS. DISCOVERY.

Which ETF is more diversified: IQSM or JHMM?

IQSM holds 225 securities with 13.06% of its assets in the top 15. JHMM has 663 securities and a top 15 weight of 7.91%.

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