IQSUvsSCHXETF Comparison
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NYLI Candriam U.S. Large Cap Equity ETF (IQSU) and Schwab U.S. Large-Cap ETF (SCHX) belong to the same industry segment: US Large Cap. IQSU's top 3 sector exposures are Technology, Finance and Consumer Non-Cyclicals. In contrast, SCHX's top sector exposures are Technology, Finance and Healthcare. IQSU is more expensive with a Total Expense Ratio (TER) of 0.1%, versus 0.03% for SCHX. IQSU is up 15.29% year-to-date (YTD) with +$63M in YTD flows. SCHX performs worse with 12.91% YTD performance, and +$2.94B in YTD flows. Run a side-by-side ETF comparison of IQSU and SCHX 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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IQSU vs SCHX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/19/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IQSU SCHX | -1.25%-1.06% | +2.80%+3.32% | +15.29%+12.91% | +17.50%+14.69% | +73.30%+86.07% | +70.18%+76.89% |
| Flows | IQSU SCHX | -$19M+$41M | +$9M+$731M | +$63M+$2.94B | +$25M+$3.87B | -$148M+$12.62B | -$308M+$14.47B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IQSU SCHX | +12.64%+11.18% | +13.96%+12.87% | +15.59%+15.29% | +17.93%+17.37% |
| Max drawdown | IQSU SCHX | -3.37%-3.18% | -11.16%-9.01% | -20.74%-19.16% | -26.72%-25.39% |
| Max drawdown duration | IQSU SCHX | 10d53d | 78d92d | 222d126d | 712d715d |
Trading data
IQSU | SCHX | |
Last sale 10/20/2026 at 1:30 PM | $62.77 | $30.23 |
| Previous close 10/19/2026 | $62.64 | $30.14 |
| Consolidated volume 10/19/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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IQSU | SCHX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/20/2026 at 1:30 PM
Live
Closed
IQSU | SCHX | |
|---|---|---|
| Last price | $62.77 | $30.23 |
| 1D performance | +0.21% | +0.30% |
| AuM | $342.94 M | $74.09 B |
| E/R | 0.1% | 0.03% |
Characteristics
IQSU | SCHX | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | New York Life Investments | Schwab ETFs |
| Benchmark | NYLI Candriam U.S. Large Cap Equity Index | Dow Jones U.S. Large-Cap Total Stock Market Index |
| N° of holdings | 261 | 691 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 17, 2019 | November 3, 2009 |
| ESG | Yes | No |
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Exposure
Countries
IQSU
USA
96.6%
Other
3.4%
SCHX
USA
97.69%
Other
2.31%
Sectors
IQSU
Technology
48.29%
Finance
14%
Consumer Non-Cycl.
9.33%
Other
28.38%
SCHX
Technology
44.45%
Finance
14%
Healthcare
9.34%
Consumer Non-Cycl.
9.05%
Industrials
7.42%
Other
15.75%
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Diversification
IQSU
Total weight of top 15 holdings out of 15
48.83%
SCHX
Total weight of top 15 holdings out of 15
43.5%
Top 15 holdings
Data as of August 31, 2026
IQSU
Apple, Inc.
9.92%
Microsoft Corp.
5.86%
Alphabet, Inc.
5.23%
Amazon.com, Inc.
5.08%
Alphabet, Inc.
4.49%
Tesla, Inc.
3.53%
Micron Technology, Inc.
3.28%
Advanced Micro Devices, Inc.
2.18%
Visa, Inc.
1.88%
Mastercard, Inc.
1.37%
Intel Corp.
1.26%
Cisco Systems, Inc.
1.26%
Lam Research Corp.
1.18%
Applied Materials, Inc.
1.17%
Bank of America Corp.
1.15%
SCHX
NVIDIA Corp.
7.81%
Apple, Inc.
6.89%
Microsoft Corp.
5.52%
Amazon.com, Inc.
3.86%
Alphabet, Inc.
3.07%
Broadcom Inc.
2.56%
Alphabet, Inc.
2.44%
Meta Platforms, Inc.
1.87%
Micron Technology, Inc.
1.56%
Tesla, Inc.
1.49%
Eli Lilly & Co.
1.46%
JPMorgan Chase & Co.
1.44%
Berkshire Hathaway, Inc.
1.37%
Advanced Micro Devices, Inc.
1.17%
ExxonMobil Holdings Corp.
1.01%
Frequently asked questions about IQSU and SCHX
How have the IQSU and SCHX ETFs performed in 2026?
As of October 19, 2026, IQSU is up 15.29% year-to-date (YTD), while SCHX has returned 12.91%. That puts IQSU better performer ahead so far this year.
Which ETF is attracting more investor money: IQSU or SCHX?
Year-to-date, the IQSU ETF saw +$63M in flows, compared to +$2.94B for SCHX.
Which ETF is more volatile: IQSU or SCHX?
Over the past year, IQSU had a volatility of 13.96%, while SCHX experienced 12.87%.
Which ETF is bigger: IQSU or SCHX?
As of October 19, 2026, IQSU holds $342.94 M in assets under management (AUM), while SCHX manages $74.09 B.
What sectors do the IQSU and SCHX ETFs invest in?
IQSU leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, SCHX focuses on Technology, Finance and Healthcare.
What are the top holdings of the IQSU ETF and SCHX ETF?
IQSU top holdings include Apple, Inc., Microsoft Corp. and Alphabet, Inc.. SCHX holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: IQSU or SCHX?
IQSU holds 262 securities with 48.83% of its assets in the top 15. SCHX has 692 securities and a top 15 weight of 43.5%.
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Latest news about IQSU & SCHX
Charles Schwab Asset Management Celebrates 15-Year ETF Anniversary: 3 ETFs to Watch
October 24, 2024
SCHX
IQ Candriam US Large Cap Equity ETF (NYSE Arca: IQSU)
September 19, 2023
IQSU
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