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IQSMvsXJHETF Comparison

ETF 1

IQSM

NYLI Candriam U.S. Mid Cap Equity ETF

This fund is part of

US Mid Cap

+0.07%

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

+0.07%

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 7.97% year-to-date (YTD) with +$90M in YTD flows. XJH performs better with 10.23% 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.

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IQSM vs XJH 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 XJH	+7.60%+7.97%	+2.80%+4.71%	+7.97%+10.23%	+27.58%+30.44%	+44.48%+50.84%	n/a+37.84%
Flows	IQSM XJH	+$16M-$78K	+$91M+$2M	+$90M+$5M	+$68M+$41M	+$249M+$186M	-+$269M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IQSM XJH	+18.26%+18.93%	+15.43%+16.29%	+17.49%+18.26%	n/a+19.84%
Max drawdown	IQSM XJH	-8.92%-9.65%	-8.92%-9.65%	-23.67%-24.38%	n/a-24.99%
Max drawdown duration	IQSM XJH	49d53d	49d53d	379d379d	n/a815d

Trading data

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	IQSM	XJH
Last sale 4/27/2026 at 1:30 PM	$37.21	$49.09
Previous close 04/24/2026	$37.31	$49.05
Consolidated volume 04/24/2026
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	XJH
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	XJH
Last price	$37.21	$49.09
1D performance	-0.26%	+0.08%
AuM	$316.20 M	$372.81 M
E/R	0.16%	0.12%

Characteristics

	IQSM	XJH
Management strategy	Passive	Passive
Provider	New York Life Investments	iShares
Benchmark	NYLI Candriam U.S. Mid Cap Equity Index	S&P MidCap 400 Sustainability Screened Index
N° of holdings	221	347
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	October 25, 2022	September 22, 2020
ESG	Yes	Yes

More IQSM data on Trackinsight

More XJH data on Trackinsight

Exposure

Countries

IQSM

USA

87.19%

Other

12.81%

XJH

USA

92.59%

Other

7.41%

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%

XJH

Industrials

21.66%

Information Techn.

14.35%

Financials

13.9%

Consumer Discreti.

11.3%

Health Care

9.94%

Materials

7.45%

Other

21.4%

Diversification

IQSM

Total weight of top 15 holdings out of 15

13.8%

XJH

Total weight of top 15 holdings out of 15

11.69%

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%

XJH

TECHNIPFMC PLC

0.98%

CASEYS GENERAL STORES

0.95%

UTD THERAPEUT

0.90%

CURTISS WRIGHT

0.88%

FLEX LTD

0.85%

XPO LOGISTICS

0.80%

WOODWARD

0.75%

ROYAL GOLD

0.73%

US FOODS HOLDING CORP

0.72%

BURLINGTON STORES

0.71%

ATI INC

0.70%

MICHAEL STORES

0.69%

CARPENTER TECHNOLOGY

0.69%

NVENT ELECTRIC PLC

0.67%

TWILIO

0.67%

Frequently asked questions about IQSM and XJH

How have the IQSM and XJH ETFs performed in 2026?

As of April 24, 2026, IQSM is up 7.97% year-to-date (YTD), while XJH has returned 10.23%. That puts XJH better performer ahead so far this year.

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

Year-to-date, the IQSM ETF saw +$90M in flows, compared to +$5M for XJH.

Which ETF is more volatile: IQSM or XJH?

Over the past year, IQSM had a volatility of 15.43%, while XJH experienced 16.29%.

Which ETF is bigger: IQSM or XJH?

As of April 24, 2026, IQSM holds $316.20 M in assets under management (AUM), while XJH manages $372.81 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 TECHNIPFMC PLC, UTD THERAPEUT and XPO LOGISTICS. XJH holds in its top three: TECHNIPFMC PLC, CASEYS GENERAL STORES and UTD THERAPEUT.

IQSMvsXJHETF Comparison

NYLI Candriam U.S. Mid Cap Equity ETF

iShares ESG Select Screened S&P Mid-Cap ETF

IQSM vs XJH 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 XJH ETFs performed in 2026?

As of April 24, 2026, IQSM is up 7.97% year-to-date (YTD), while XJH has returned 10.23%. That puts XJH better performer ahead so far this year.

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

Year-to-date, the IQSM ETF saw +$90M in flows, compared to +$5M for XJH.

Which ETF is more volatile: IQSM or XJH?

Over the past year, IQSM had a volatility of 15.43%, while XJH experienced 16.29%.

Which ETF is bigger: IQSM or XJH?

As of April 24, 2026, IQSM holds $316.20 M in assets under management (AUM), while XJH manages $372.81 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 TECHNIPFMC PLC, UTD THERAPEUT and XPO LOGISTICS. XJH holds in its top three: TECHNIPFMC PLC, CASEYS GENERAL STORES and UTD THERAPEUT.

Which ETF is more diversified: IQSM or XJH?

IQSM holds 227 securities with 13.8% of its assets in the top 15. XJH has 359 securities and a top 15 weight of 11.69%.

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