New

Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →

Advertisement
ETF Central logo
Advertisement

IQSMvsXJHETF Comparison

ETF 1
IQSM

NYLI Candriam U.S. Mid Cap Equity ETF

This fund is part of
US Mid Cap
-1.75%
Full IQSM fund page
VS
ETF 2
XJH

iShares ESG Select Screened S&P Mid-Cap ETF

This fund is part of
US Mid Cap
-1.75%
Full XJH fund page

NYLI Candriam U.S. Mid Cap Equity ETF (IQSM) and iShares ESG Select Screened S&P Mid-Cap ETF (XJH) belong to the same industry segment: US Mid Cap. IQSM's top 3 sector exposures are Industrials, Information Technology and Health Care. In contrast, XJH's top sector exposures are Industrials, Information Technology and Financials. IQSM is more expensive with a Total Expense Ratio (TER) of 0.16%, versus 0.12% for XJH. IQSM is up 1.9% year-to-date (YTD) with +$61M in YTD flows. XJH performs worse with 1.04% YTD performance, and +$5M in YTD flows. Run a side-by-side ETF comparison of IQSM and XJH 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 XJH performance and flow charts

Performance

-8.0-6.0-4.0-2.00.0%Feb 11Feb 19Feb 26Mar 5Mar 12

Cumulative Flows

0 M10 M20 M30 M40 M50 MFeb 11Feb 19Feb 26Mar 5Mar 12

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.

Historic performance and flows
Data as of 03/11/2026
1M3MYTD1Y3Y5Y
Perf.
IQSM
XJH
-4.41%-5.82%
+0.05%-0.23%
+1.90%+1.04%
+17.13%+17.11%
+39.89%+43.67%
n/a+31.91%
Flows
IQSM
XJH
+$45M+$7M
+$60M+$7M
+$61M+$5M
+$44M+$49M
+$219M+$182M
-+$275M
Volatility and drawdown
3M1Y3Y5Y
Volatility
IQSM
XJH
+14.56%+15.90%
+20.37%+21.08%
+17.45%+18.24%
n/a+19.82%
Max drawdown
IQSM
XJH
-5.34%-7.61%
-15.27%-15.00%
-23.67%-24.38%
n/a-24.99%
Max drawdown duration
IQSM
XJH
13d18d
46d46d
379d379d
n/a815d
Trading data

Create an account to view trading data

Join for free
IQSM
XJH
Last sale
3/12/2026 at 7:44 PM
$34.57
$45.20
Previous close
03/12/2026
$35.30
$45.02
Consolidated volume
03/12/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of February 27, 2026
1-year trailing difference

Create an account to view replication metrics

Join for free

Create an account to view replication quality

Join for free
IQSM
XJH
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
Advertisement
Main metrics
Last update 3/12/2026 at 7:44 PM
Live
Closed
IQSM
XJH
Last price
$34.57
$45.20
1D performance
-2.05%
+0.40%
AuM$270.02 M$342.46 M
E/R0.16%0.12%
Characteristics
IQSM
XJH
Management strategyPassivePassive
ProviderNew York Life InvestmentsiShares
BenchmarkNYLI Candriam U.S. Mid Cap Equity IndexS&P MidCap 400 Sustainability Screened Index
N° of holdings219346
Asset classEquitiesEquities
Trailing 12m distribution yield
Join
Join
Inception dateOctober 25, 2022September 22, 2020
ESGYesYes
Advertisement
Exposure

Countries

IQSM
USA
88.09%
Other
11.91%
XJH
USA
93.24%
Other
6.76%

Sectors

IQSM
Industrials
19.72%
Information Techn.
16.08%
Health Care
12.98%
Financials
12.49%
Consumer Discreti.
10.83%
Real Estate
8.21%
Other
19.7%
XJH
Industrials
20.71%
Information Techn.
15.68%
Financials
15.06%
Consumer Discreti.
11.25%
Health Care
9.39%
Other
27.91%
Advertisement

Diversification

IQSM

Total weight of top 15 holdings out of 15

13.06%
XJH

Total weight of top 15 holdings out of 15

12.01%

Top 15 holdings

Data as of January 31, 2026
IQSM
BLOOM ENERGY CORP
1.28%
LUMENTUM HOLDINGS
1.27%
TECHNIPFMC PLC
0.97%
CH ROBINSON WW
0.95%
ALBEMARLE
0.89%
EXACT SCIENCES
0.82%
UTD THERAPEUT
0.81%
BURLINGTON STORES
0.78%
FABRINET
0.78%
US FOODS HOLDING CORP
0.77%
NVENT ELECTRIC PLC
0.77%
TWILIO
0.76%
YUM CHINA HOLDINGS
0.75%
XPO LOGISTICS
0.73%
PENTAIR PLC
0.72%
XJH
CIENA
1.20%
US19247G1076
1.14%
LUMENTUM HOLDINGS
0.91%
CURTISS WRIGHT
0.82%
FLEX LTD
0.81%
ROYAL GOLD
0.79%
ILLUMINA
0.77%
CASEYS GENERAL STORES
0.76%
PURE STORAGE
0.76%
TECHNIPFMC PLC
0.76%
CA74935Q1072
0.72%
UTD THERAPEUT
0.67%
WOODWARD
0.64%
TEMPUR PEDIC INTERNATIONAL
0.63%
US FOODS HOLDING CORP
0.63%
Frequently asked questions about IQSM and XJH

How have the IQSM and XJH ETFs performed in 2026?

As of March 11, 2026, IQSM is up 1.9% year-to-date (YTD), while XJH has returned 1.04%. That puts IQSM better performer ahead so far this year.

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

Year-to-date, the IQSM ETF saw +$61M in flows, compared to +$5M for XJH.

Which ETF is more volatile: IQSM or XJH?

Over the past year, IQSM had a volatility of 20.37%, while XJH experienced 21.08%.

Which ETF is bigger: IQSM or XJH?

As of March 11, 2026, IQSM holds $270.02 M in assets under management (AUM), while XJH manages $342.46 M.

What sectors do the IQSM and XJH ETFs invest in?

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

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

IQSM top holdings include BLOOM ENERGY CORP, LUMENTUM HOLDINGS and TECHNIPFMC PLC. XJH holds in its top three: CIENA, US19247G1076 and LUMENTUM HOLDINGS.

Which ETF is more diversified: IQSM or XJH?

IQSM holds 225 securities with 13.06% of its assets in the top 15. XJH has 356 securities and a top 15 weight of 12.01%.

Advertisement
Advertisement
Advertisement
The Active Trader Report

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

Direxion partnered with Compound Insights and Vanda to explore what’s driving the evolution of active trading — and how active traders are using leveraged and inverse funds across equities, single stocks, commodities, and volatility.

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