IQSMvsSCHMETF Comparison
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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 Finance, Technology and Healthcare. In contrast, SCHM's top sector exposures are Finance, Industrials and Technology. IQSM is more expensive with a Total Expense Ratio (TER) of 0.16%, versus 0.03% for SCHM. IQSM is up 13.64% year-to-date (YTD) with +$187M in YTD flows. SCHM performs better with 17.28% YTD performance, and +$480M 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.
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IQSM vs SCHM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IQSM SCHM | +1.85%+2.68% | -0.36%+0.81% | +13.64%+17.28% | +16.83%+20.39% | +62.91%+72.46% | n/a+37.52% |
| Flows | IQSM SCHM | +$65M+$107M | +$100M+$216M | +$187M+$480M | +$180M+$575M | +$169M-$17M | -+$1.13B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IQSM SCHM | +12.77%+13.50% | +14.68%+16.47% | +17.12%+17.94% | n/a+19.78% |
| Max drawdown | IQSM SCHM | -6.21%-7.18% | -8.92%-9.30% | -23.67%-23.35% | n/a-26.40% |
| Max drawdown duration | IQSM SCHM | 75d74d | 49d46d | 379d283d | n/a855d |
Trading data
IQSM | SCHM | |
Last sale 10/30/2026 at 6:45 PM | $38.85 | $35.25 |
| Previous close 10/30/2026 | $39.52 | $34.92 |
| Consolidated volume 10/30/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 2026
1-year trailing difference
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IQSM | SCHM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/30/2026 at 6:45 PM
Live
Closed
IQSM | SCHM | |
|---|---|---|
| Last price | $38.85 | $35.25 |
| 1D performance | -1.70% | +0.95% |
| AuM | $428.73 M | $14.82 B |
| E/R | 0.16% | 0.03% |
Characteristics
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 | 243 | 499 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 25, 2022 | January 13, 2011 |
| ESG | Yes | No |
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Exposure
Countries
IQSM
USA
95.19%
Other
4.81%
SCHM
USA
96.76%
Other
3.24%
Sectors
IQSM
Finance
22.04%
Technology
17.83%
Healthcare
16.22%
Industrials
15.42%
Non-Energy Materi.
8.74%
Other
19.75%
SCHM
Finance
22.07%
Industrials
16.1%
Technology
15.95%
Healthcare
12.55%
Non-Energy Materi.
8.46%
Other
24.87%
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Diversification
IQSM
Total weight of top 15 holdings out of 15
11.88%
SCHM
Total weight of top 15 holdings out of 15
6.94%
Top 15 holdings
Data as of September 30, 2026
IQSM
MACOM Technology Solutions Holdings, Inc.
0.89%
Guardant Health, Inc.
0.88%
US Foods Holding Corp.
0.87%
PTC, Inc.
0.87%
Viatris, Inc.
0.83%
Roku, Inc.
0.83%
Semtech Corp.
0.79%
TD SYNNEX Corp.
0.78%
Nutanix, Inc.
0.77%
HF Sinclair Corp.
0.75%
Zebra Technologies Corp.
0.73%
Dynatrace, Inc.
0.73%
ITT, Inc.
0.73%
IDEX Corp.
0.72%
Lattice Semiconductor Corp.
0.71%
SCHM
Okta, Inc.
0.72%
F5, Inc.
0.53%
Guardant Health, Inc.
0.49%
Entegris, Inc.
0.48%
Royal Gold, Inc.
0.45%
Incyte Corp.
0.44%
Packaging Corporation of America
0.44%
TD SYNNEX Corp.
0.43%
Omnicom Group, Inc.
0.43%
XPO, Inc.
0.43%
US Foods Holding Corp.
0.42%
Viatris, Inc.
0.42%
United Therapeutics Corp.
0.42%
Roku, Inc.
0.42%
Tenet Healthcare Corp.
0.41%
Frequently asked questions about IQSM and SCHM
How have the IQSM and SCHM ETFs performed in 2026?
As of October 30, 2026, IQSM is up 13.64% year-to-date (YTD), while SCHM has returned 17.28%. 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 +$187M in flows, compared to +$480M for SCHM.
Which ETF is more volatile: IQSM or SCHM?
Over the past year, IQSM had a volatility of 14.68%, while SCHM experienced 16.47%.
Which ETF is bigger: IQSM or SCHM?
As of October 30, 2026, IQSM holds $428.73 M in assets under management (AUM), while SCHM manages $14.82 B.
What sectors do the IQSM and SCHM ETFs invest in?
IQSM leans toward sectors like Finance, Technology and Healthcare. Meanwhile, SCHM focuses on Finance, Industrials and Technology.
What are the top holdings of the IQSM ETF and SCHM ETF?
IQSM top holdings include MACOM Technology Solutions Holdings, Inc., Guardant Health, Inc. and US Foods Holding Corp.. SCHM holds in its top three: Okta, Inc., F5, Inc. and Guardant Health, Inc..
Which ETF is more diversified: IQSM or SCHM?
IQSM holds 245 securities with 11.88% of its assets in the top 15. SCHM has 500 securities and a top 15 weight of 6.94%.
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