IQSMvsMCDSETF Comparison
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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 Finance, Technology and Industrials. In contrast, MCDS's top sector exposures are Finance, Industrials and Technology. IQSM is less expensive with a Total Expense Ratio (TER) of 0.16%, versus 0.35% for MCDS. IQSM is up 13.21% year-to-date (YTD) with +$123M in YTD flows. MCDS performs worse with 12.47% YTD performance, and +$1M 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.
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IQSM vs MCDS 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 MCDS | -4.31%-6.40% | +0.47%-2.03% | +13.21%+12.47% | +15.27%+14.64% | +46.54%n/a | n/an/a |
| Flows | IQSM MCDS | +$35M+$1M | +$33M+$1M | +$123M+$1M | +$109M+$1M | +$109M- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IQSM MCDS | +12.57%+10.63% | +14.89%+13.17% | +17.37%n/a | n/an/a |
| Max drawdown | IQSM MCDS | -4.59%-6.90% | -8.92%-7.49% | -23.67%n/a | n/an/a |
| Max drawdown duration | IQSM MCDS | 31d31d | 49d46d | 379dn/a | n/an/a |
Trading data
IQSM | MCDS | |
Last sale 9/16/2026 at 7:08 PM | $39.04 | $65.56 |
| Previous close 09/16/2026 | $39.24 | $66.03 |
| 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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MCDS
is actively managed and doesn’t replicate an indexIQSM | MCDS | |
|---|---|---|
| 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 | MCDS | |
|---|---|---|
| Last price | $39.04 | $65.56 |
| 1D performance | -0.51% | -0.71% |
| AuM | $362.87 M | $9.18 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 | 244 | 202 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 25, 2022 | August 7, 2024 |
| ESG | Yes | No |
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Exposure
Countries
IQSM
USA
93.56%
Other
6.44%
MCDS
USA
96.81%
Other
3.19%
Sectors
IQSM
Finance
23.17%
Technology
17.79%
Industrials
16.25%
Healthcare
15%
Non-Energy Materi.
8.14%
Other
19.64%
MCDS
Finance
21.87%
Industrials
16.39%
Technology
16.05%
Healthcare
10.7%
Other
34.99%
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Diversification
IQSM
Total weight of top 15 holdings out of 15
12.74%
MCDS
Total weight of top 15 holdings out of 15
15.97%
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%
MCDS
Marathon Petroleum Corp.
1.39%
Westinghouse Air Brake Technologies Corp.
1.23%
State Street Corp.
1.21%
Hewlett Packard Enterprise Co.
1.17%
Cardinal Health, Inc.
1.15%
M&T Bank Corp.
1.11%
Dover Corp.
0.99%
Raymond James Financial, Inc.
0.99%
Loews Corp.
0.98%
Teradyne, Inc.
0.98%
Arch Capital Group Ltd.
0.97%
Performance Food Group Co.
0.96%
CMS Energy Corp.
0.96%
Entergy Corp.
0.96%
Quest Diagnostics, Inc.
0.94%
Frequently asked questions about IQSM and MCDS
How have the IQSM and MCDS ETFs performed in 2026?
As of September 16, 2026, IQSM is up 13.21% year-to-date (YTD), while MCDS has returned 12.47%. That puts IQSM better performer ahead so far this year.
Which ETF is attracting more investor money: IQSM or MCDS?
Year-to-date, the IQSM ETF saw +$123M in flows, compared to +$1M for MCDS.
Which ETF is more volatile: IQSM or MCDS?
Over the past year, IQSM had a volatility of 14.89%, while MCDS experienced 13.17%.
Which ETF is bigger: IQSM or MCDS?
As of September 16, 2026, IQSM holds $362.87 M in assets under management (AUM), while MCDS manages $9.18 M.
What sectors do the IQSM and MCDS ETFs invest in?
IQSM leans toward sectors like Finance, Technology and Industrials. Meanwhile, MCDS focuses on Finance, Industrials and Technology.
What are the top holdings of the IQSM ETF and MCDS ETF?
IQSM top holdings include Revolution Medicines, Inc., Twilio, Inc. and nVent Electric Plc. MCDS holds in its top three: Marathon Petroleum Corp., Westinghouse Air Brake Technologies Corp. and State Street Corp..
Which ETF is more diversified: IQSM or MCDS?
IQSM holds 246 securities with 12.74% of its assets in the top 15. MCDS has 202 securities and a top 15 weight of 15.97%.
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