IQSMvsJHMMETF Comparison
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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 Finance, Technology and Industrials. In contrast, JHMM's top sector exposures are Finance, Industrials and Technology. IQSM is less expensive with a Total Expense Ratio (TER) of 0.16%, versus 0.42% for JHMM. IQSM is up 13.21% year-to-date (YTD) with +$123M in YTD flows. JHMM performs worse with 11.04% YTD performance, and +$1.00B 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
Cumulative Flows
Historic performance and flows
Data as of 09/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IQSM JHMM | -4.31%-5.99% | +0.47%-1.98% | +13.21%+11.04% | +15.27%+13.63% | +46.54%+53.64% | n/a+43.56% |
| Flows | IQSM JHMM | +$35M+$241M | +$33M+$519M | +$123M+$1.00B | +$109M+$1.11B | +$109M+$1.28B | -+$2.19B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IQSM JHMM | +12.57%+11.33% | +14.89%+14.10% | +17.37%+16.31% | n/a+18.26% |
| Max drawdown | IQSM JHMM | -4.59%-6.31% | -8.92%-8.57% | -23.67%-21.83% | n/a-24.10% |
| Max drawdown duration | IQSM JHMM | 31d31d | 49d49d | 379d269d | n/a835d |
Trading data
IQSM | JHMM | |
Last sale 9/16/2026 at 7:08 PM | $39.04 | $73.11 |
| Previous close 09/16/2026 | $39.24 | $72.50 |
| 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 | 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 9/16/2026 at 7:08 PM
Live
Closed
IQSM | JHMM | |
|---|---|---|
| Last price | $39.04 | $73.11 |
| 1D performance | -0.51% | +0.84% |
| AuM | $362.87 M | $6.07 B |
| E/R | 0.16% | 0.42% |
Characteristics
IQSM | JHMM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | New York Life Investments | John Hancock Investments |
| Benchmark | NYLI Candriam U.S. Mid Cap Equity Index | John Hancock Dimensional Mid Cap Index |
| N° of holdings | 244 | 651 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 25, 2022 | September 28, 2015 |
| ESG | Yes | No |
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Exposure
Countries
IQSM
USA
93.56%
Other
6.44%
JHMM
USA
95.28%
Other
4.72%
Sectors
IQSM
Finance
23.17%
Technology
17.79%
Industrials
16.25%
Healthcare
15%
Non-Energy Materi.
8.14%
Other
19.64%
JHMM
Finance
22.9%
Industrials
16.41%
Technology
14.74%
Healthcare
11.04%
Non-Energy Materi.
7.84%
Other
27.07%
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Diversification
IQSM
Total weight of top 15 holdings out of 15
12.74%
JHMM
Total weight of top 15 holdings out of 15
7.55%
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%
JHMM
Hewlett Packard Enterprise Co.
0.66%
Flex Ltd.
0.62%
Comfort Systems USA, Inc.
0.56%
Keysight Technologies, Inc.
0.53%
Targa Resources Corp.
0.52%
Monolithic Power Systems, Inc.
0.51%
State Street Corp.
0.48%
eBay, Inc.
0.48%
AMETEK, Inc.
0.47%
Fifth Third Bancorp
0.47%
Westinghouse Air Brake Technologies Corp.
0.46%
Entergy Corp.
0.45%
Coherent Corp.
0.45%
Rockwell Automation, Inc.
0.45%
Teradyne, Inc.
0.45%
Frequently asked questions about IQSM and JHMM
How have the IQSM and JHMM ETFs performed in 2026?
As of September 16, 2026, IQSM is up 13.21% year-to-date (YTD), while JHMM has returned 11.04%. 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 +$123M in flows, compared to +$1.00B for JHMM.
Which ETF is more volatile: IQSM or JHMM?
Over the past year, IQSM had a volatility of 14.89%, while JHMM experienced 14.1%.
Which ETF is bigger: IQSM or JHMM?
As of September 16, 2026, IQSM holds $362.87 M in assets under management (AUM), while JHMM manages $6.07 B.
What sectors do the IQSM and JHMM ETFs invest in?
IQSM leans toward sectors like Finance, Technology and Industrials. Meanwhile, JHMM focuses on Finance, Industrials and Technology.
What are the top holdings of the IQSM ETF and JHMM ETF?
IQSM top holdings include Revolution Medicines, Inc., Twilio, Inc. and nVent Electric Plc. JHMM holds in its top three: Hewlett Packard Enterprise Co., Flex Ltd. and Comfort Systems USA, Inc..
Which ETF is more diversified: IQSM or JHMM?
IQSM holds 246 securities with 12.74% of its assets in the top 15. JHMM has 658 securities and a top 15 weight of 7.55%.
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