BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

IQSMvsMCDSETF 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

MCDS

JPMorgan Fundamental Data Science Mid Core ETF

This fund is part of

US Mid Cap

+0.07%

Full MCDS fund page

NYLI Candriam U.S. Mid Cap Equity ETF (IQSM) and JPMorgan Fundamental Data Science Mid Core ETF (MCDS) belong to the same industry segment: US Mid Cap. IQSM's top 3 sector exposures are Industrials, Information Technology and Health Care. In contrast, MCDS's top sector exposures are Industrials, Information Technology and Financials. IQSM is less expensive with a Total Expense Ratio (TER) of 0.16%, versus 0.35% for MCDS. IQSM is up 7.97% year-to-date (YTD) with +$90M in YTD flows. MCDS performs better with 8.99% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of IQSM and MCDS 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 MCDS 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 MCDS	+7.60%+7.07%	+2.80%+5.32%	+7.97%+8.99%	+27.58%+25.35%	+44.48%n/a	n/an/a
Flows	IQSM MCDS	+$16M-	+$91M-	+$90M-	+$68M+$7K	+$249M-	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IQSM MCDS	+18.26%+15.53%	+15.43%+13.64%	+17.49%n/a	n/an/a
Max drawdown	IQSM MCDS	-8.92%-7.49%	-8.92%-7.49%	-23.67%n/a	n/an/a
Max drawdown duration	IQSM MCDS	49d46d	49d46d	379dn/a	n/an/a

Trading data

Create an account to view trading data

Join for free

	IQSM	MCDS
Last sale 4/27/2026 at 1:30 PM	$37.21	$63.70
Previous close 04/24/2026	$37.31	$63.74
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

MCDS

is actively managed and doesn’t replicate an index

Create an account to view replication quality

Join for free

	IQSM	MCDS
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	MCDS
Last price	$37.21	$63.70
1D performance	-0.26%	-0.05%
AuM	$316.20 M	$7.65 M
E/R	0.16%	0.35%

Characteristics

	IQSM	MCDS
Management strategy	Passive	Active
Provider	New York Life Investments	J.P. Morgan Asset Management
Benchmark	NYLI Candriam U.S. Mid Cap Equity Index	-
N° of holdings	221	173
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	October 25, 2022	August 7, 2024
ESG	Yes	No

More IQSM data on Trackinsight

More MCDS data on Trackinsight

Exposure

Countries

IQSM

USA

87.19%

Other

12.81%

MCDS

USA

94.4%

Other

5.6%

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%

MCDS

Industrials

17.46%

Information Techn.

14.2%

Financials

13.29%

Consumer Discreti.

10.66%

Health Care

8.61%

Energy

7.82%

Other

27.95%

Diversification

IQSM

Total weight of top 15 holdings out of 15

13.8%

MCDS

Total weight of top 15 holdings out of 15

19.03%

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%

MCDS

WESTERN DIGITAL

1.76%

HOWMET AEROSPACE INC

1.64%

TERADYNE

1.47%

MARATHON PETROLEUM

1.31%

HILTON INC

1.25%

ROSS STORES

1.24%

XCEL ENERGY

1.24%

QUANTA SERVICES

1.21%

CARDINAL HEALTH

1.21%

DOVER

1.16%

CMS ENERGY

1.15%

WABTEC

1.15%

STATE STREET

1.09%

ENTERGY

1.08%

CHENIERE ENERGY

1.07%

Frequently asked questions about IQSM and MCDS

How have the IQSM and MCDS ETFs performed in 2026?

As of April 24, 2026, IQSM is up 7.97% year-to-date (YTD), while MCDS has returned 8.99%. That puts MCDS better performer ahead so far this year.

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

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

Which ETF is more volatile: IQSM or MCDS?

Over the past year, IQSM had a volatility of 15.43%, while MCDS experienced 13.64%.

Which ETF is bigger: IQSM or MCDS?

As of April 24, 2026, IQSM holds $316.20 M in assets under management (AUM), while MCDS manages $7.65 M.

What sectors do the IQSM and MCDS ETFs invest in?

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

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

IQSM top holdings include TECHNIPFMC PLC, UTD THERAPEUT and XPO LOGISTICS. MCDS holds in its top three: WESTERN DIGITAL, HOWMET AEROSPACE INC and TERADYNE.

IQSMvsMCDSETF Comparison

NYLI Candriam U.S. Mid Cap Equity ETF

JPMorgan Fundamental Data Science Mid Core ETF

IQSM vs MCDS 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 MCDS ETFs performed in 2026?

As of April 24, 2026, IQSM is up 7.97% year-to-date (YTD), while MCDS has returned 8.99%. That puts MCDS better performer ahead so far this year.

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

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

Which ETF is more volatile: IQSM or MCDS?

Over the past year, IQSM had a volatility of 15.43%, while MCDS experienced 13.64%.

Which ETF is bigger: IQSM or MCDS?

As of April 24, 2026, IQSM holds $316.20 M in assets under management (AUM), while MCDS manages $7.65 M.

What sectors do the IQSM and MCDS ETFs invest in?

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

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

IQSM top holdings include TECHNIPFMC PLC, UTD THERAPEUT and XPO LOGISTICS. MCDS holds in its top three: WESTERN DIGITAL, HOWMET AEROSPACE INC and TERADYNE.

Which ETF is more diversified: IQSM or MCDS?

IQSM holds 227 securities with 13.8% of its assets in the top 15. MCDS has 179 securities and a top 15 weight of 19.03%.

Active Trader Report: Use of Leveraged & Inverse ETFs Way Up