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IQSMvsSCHMETF Comparison

ETF 1

IQSM

NYLI Candriam U.S. Mid Cap Equity ETF

This fund is part of

US Mid Cap

-0.06%

Full IQSM fund page

VS

ETF 2

SCHM

Schwab U.S. Mid-Cap ETF

This fund is part of

US Mid Cap

-0.06%

Full SCHM fund page

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 7.97% year-to-date (YTD) with +$90M in YTD flows. SCHM performs better with 12.53% YTD performance, and +$337M 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

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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 SCHM	+7.60%+11.27%	+2.80%+5.71%	+7.97%+12.53%	+27.58%+34.22%	+44.48%+58.70%	n/a+38.25%
Flows	IQSM SCHM	+$16M+$115M	+$91M+$348M	+$90M+$337M	+$68M+$174M	+$249M+$54M	-+$1.36B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IQSM SCHM	+18.26%+18.91%	+15.43%+15.94%	+17.49%+17.82%	n/a+19.64%
Max drawdown	IQSM SCHM	-8.92%-9.30%	-8.92%-9.30%	-23.67%-23.35%	n/a-26.40%
Max drawdown duration	IQSM SCHM	49d46d	49d46d	379d283d	n/a855d

Trading data

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	IQSM	SCHM
Last sale 4/27/2026 at 1:30 PM	$37.21	$33.74
Previous close 04/27/2026	$37.31	$33.67
Consolidated volume 04/27/2026
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

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	IQSM	SCHM
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	SCHM
Last price	$37.21	$33.74
1D performance	-0.26%	+0.21%
AuM	$316.20 M	$14.17 B
E/R	0.16%	0.04%

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	221	449
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	October 25, 2022	January 13, 2011
ESG	Yes	No

More IQSM data on Trackinsight

More SCHM data on Trackinsight

Exposure

Countries

IQSM

USA

87.19%

Other

12.81%

SCHM

USA

92.55%

Other

7.45%

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%

SCHM

Industrials

19.21%

Information Techn.

12.27%

Financials

11.23%

Health Care

10.71%

Consumer Discreti.

9.95%

Materials

7.16%

Other

29.48%

Diversification

IQSM

Total weight of top 15 holdings out of 15

13.8%

SCHM

Total weight of top 15 holdings out of 15

11.32%

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%

SCHM

US80004C2008

1.92%

CIENA

1.16%

LUMENTUM HOLDINGS

1.05%

US19247G1076

0.98%

BLOOM ENERGY CORP

0.74%

TEXAS PACIFIC LAND CORP

0.62%

TECHNIPFMC PLC

0.61%

TAPESTRY INC

0.61%

CASEYS GENERAL STORES

0.57%

CURTISS WRIGHT

0.53%

KYG3730V1059

0.52%

FLEX LTD

0.51%

OMNICOM

0.51%

STEEL DYNAMICS

0.51%

UTD THERAPEUT

0.49%

Frequently asked questions about IQSM and SCHM

How have the IQSM and SCHM ETFs performed in 2026?

As of April 24, 2026, IQSM is up 7.97% year-to-date (YTD), while SCHM has returned 12.53%. 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 +$90M in flows, compared to +$337M for SCHM.

Which ETF is more volatile: IQSM or SCHM?

Over the past year, IQSM had a volatility of 15.43%, while SCHM experienced 15.94%.

Which ETF is bigger: IQSM or SCHM?

As of April 24, 2026, IQSM holds $316.20 M in assets under management (AUM), while SCHM manages $14.17 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.

IQSMvsSCHMETF Comparison

NYLI Candriam U.S. Mid Cap Equity ETF

Schwab U.S. Mid-Cap ETF

IQSM vs SCHM 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 SCHM ETFs performed in 2026?

As of April 24, 2026, IQSM is up 7.97% year-to-date (YTD), while SCHM has returned 12.53%. 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 +$90M in flows, compared to +$337M for SCHM.

Which ETF is more volatile: IQSM or SCHM?

Over the past year, IQSM had a volatility of 15.43%, while SCHM experienced 15.94%.

Which ETF is bigger: IQSM or SCHM?

As of April 24, 2026, IQSM holds $316.20 M in assets under management (AUM), while SCHM manages $14.17 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 TECHNIPFMC PLC, UTD THERAPEUT and XPO LOGISTICS. SCHM holds in its top three: US80004C2008, CIENA and LUMENTUM HOLDINGS.

Which ETF is more diversified: IQSM or SCHM?

IQSM holds 227 securities with 13.8% of its assets in the top 15. SCHM has 497 securities and a top 15 weight of 11.32%.

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