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IQSMvsSCHMETF Comparison
NYLI Candriam U.S. Mid Cap Equity ETF (IQSM) and Schwab U.S. Mid-Cap ETF (SCHM) belong to the same industry segment: US Mid Cap. IQSM's top 3 sector exposures are Industrials, Information Technology and Health Care. In contrast, SCHM's top sector exposures are Industrials, Information Technology and Financials. IQSM is more expensive with a Total Expense Ratio (TER) of 0.16%, versus 0.04% for SCHM. IQSM is up 1.9% year-to-date (YTD) with +$61M in YTD flows. SCHM performs better with 2.81% YTD performance, and +$178M in YTD flows. Run a side-by-side ETF comparison of IQSM and SCHM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
IQSM vs SCHM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IQSM SCHM | -4.41%-4.10% | +0.05%+1.55% | +1.90%+2.81% | +17.13%+20.39% | +39.89%+49.13% | n/a+31.79% |
| Flows | IQSM SCHM | +$45M+$215M | +$60M+$224M | +$61M+$178M | +$44M+$195M | +$219M-$229M | -+$1.37B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IQSM SCHM | +14.56%+15.49% | +20.37%+21.33% | +17.45%+17.78% | n/a+19.56% |
| Max drawdown | IQSM SCHM | -5.34%-6.73% | -15.27%-15.46% | -23.67%-23.35% | n/a-26.40% |
| Max drawdown duration | IQSM SCHM | 13d14d | 46d46d | 379d283d | n/a855d |
IQSM | SCHM | |
Last sale 3/12/2026 at 1:30 PM | $34.57 | $30.91 |
| Previous close 03/12/2026 | $35.30 | $31.56 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
IQSM | SCHM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IQSM | SCHM | |
|---|---|---|
| Last price | $34.57 | $30.91 |
| 1D performance | -2.05% | -2.06% |
| AuM | $270.02 M | $12.82 B |
| E/R | 0.16% | 0.04% |
IQSM | SCHM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | New York Life Investments | Schwab ETFs |
| Benchmark | NYLI Candriam U.S. Mid Cap Equity Index | Dow Jones U.S. Mid-Cap Total Stock Market Index |
| N° of holdings | 219 | 452 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 25, 2022 | January 13, 2011 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the IQSM and SCHM ETFs performed in 2026?
As of March 11, 2026, IQSM is up 1.9% year-to-date (YTD), while SCHM has returned 2.81%. That puts SCHM better performer ahead so far this year.
Which ETF is attracting more investor money: IQSM or SCHM?
Year-to-date, the IQSM ETF saw +$61M in flows, compared to +$178M for SCHM.
Which ETF is more volatile: IQSM or SCHM?
Over the past year, IQSM had a volatility of 20.37%, while SCHM experienced 21.33%.
Which ETF is bigger: IQSM or SCHM?
As of March 11, 2026, IQSM holds $270.02 M in assets under management (AUM), while SCHM manages $12.82 B.
What sectors do the IQSM and SCHM ETFs invest in?
IQSM leans toward sectors like Industrials, Information Technology and Health Care. Meanwhile, SCHM focuses on Industrials, Information Technology and Financials.
What are the top holdings of the IQSM ETF and SCHM ETF?
IQSM top holdings include BLOOM ENERGY CORP, LUMENTUM HOLDINGS and TECHNIPFMC PLC. SCHM holds in its top three: US80004C2008, CIENA and US19247G1076.
Which ETF is more diversified: IQSM or SCHM?
IQSM holds 225 securities with 13.06% of its assets in the top 15. SCHM has 498 securities and a top 15 weight of 8.79%.
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