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IQSUvsSMAXETF Comparison

ETF 1

IQSU

NYLI Candriam U.S. Large Cap Equity ETF

This fund is part of

US Large Cap

+0.43%

Full IQSU fund page

VS

ETF 2

SMAX

iShares Large Cap Max Buffer Sep ETF

This fund is part of

Options Strategies

+0.3%

Full SMAX fund page

NYLI Candriam U.S. Large Cap Equity ETF (IQSU) belongs to the US Large Cap segment. iShares Large Cap Max Buffer Sep ETF (SMAX) is part of the Options Strategies segment. IQSU's top 3 sector exposures are Technology, Finance and Consumer Non-Cyclicals. In contrast, SMAX's top sector exposures are Technology, Finance and Healthcare. IQSU is less expensive with a Total Expense Ratio (TER) of 0.1%, versus 0.53% for SMAX. IQSU is up 14.17% year-to-date (YTD) with +$48M in YTD flows. SMAX performs worse with 5.21% YTD performance, and -$34M in YTD flows. Run a side-by-side ETF comparison of IQSU and SMAX 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 SMAX 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 09/02/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	IQSU SMAX	-0.01%+0.64%	+0.43%+1.71%	+14.17%+5.21%	+23.34%+7.65%	+62.92%n/a	+67.85%n/a
Flows	IQSU SMAX	-$8M-$1M	-$8M-$7M	+$48M-$34M	+$9M+$515K	-$208M-	-$308M-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IQSU SMAX	+15.77%+2.44%	+14.01%+2.76%	+15.66%n/a	+17.98%n/a
Max drawdown	IQSU SMAX	-4.88%-0.70%	-11.16%-1.93%	-20.74%n/a	-26.72%n/a
Max drawdown duration	IQSU SMAX	28d10d	78d44d	222dn/a	712dn/a

Trading data

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	IQSU	SMAX
Last sale 9/2/2026 at 7:57 PM	$62.16	$28.31
Previous close 09/02/2026	$62.01	$28.26
Consolidated volume 09/02/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of August 31, 2026

1-year trailing difference

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SMAX

is actively managed and doesn’t replicate an index

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	IQSU	SMAX
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 9/2/2026 at 7:57 PM

Live

Closed

	IQSU	SMAX
Last price	$62.16	$28.31
1D performance	+0.23%	+0.16%
AuM	$324.73 M	$88.27 M
E/R	0.1%	0.53%

Characteristics

	IQSU	SMAX
Management strategy	Passive	Active
Provider	New York Life Investments	iShares
Benchmark	NYLI Candriam U.S. Large Cap Equity Index	-
N° of holdings	262	496
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	December 17, 2019	September 30, 2024
ESG	Yes	No

More IQSU data on Trackinsight

More SMAX data on Trackinsight

Exposure

Countries

IQSU

USA

97.25%

Other

2.75%

SMAX

USA

100.92%

Other

-0.92%

Sectors

IQSU

Technology

48.22%

Finance

14.04%

Consumer Non-Cycl.

9.81%

Other

27.92%

SMAX

Technology

46.23%

Finance

14.48%

Healthcare

9.28%

Consumer Non-Cycl.

9.23%

Industrials

7.84%

Other

12.94%

Diversification

IQSU

Total weight of top 15 holdings out of 15

49.05%

SMAX

Total weight of top 15 holdings out of 15

45.4%

Top 15 holdings

Data as of July 31, 2026

IQSU

Apple, Inc.

9.90%

Alphabet, Inc.

5.61%

Microsoft Corp.

5.49%

Amazon.com, Inc.

5.44%

Alphabet, Inc.

4.89%

Tesla, Inc.

3.05%

Micron Technology, Inc.

2.88%

Advanced Micro Devices, Inc.

2.25%

Visa, Inc.

1.85%

Mastercard, Inc.

1.36%

Cisco Systems, Inc.

1.35%

Applied Materials, Inc.

1.33%

Intel Corp.

1.30%

Bank of America Corp.

1.18%

Lam Research Corp.

1.17%

SMAX

Apple, Inc.

7.90%

NVIDIA Corp.

7.62%

Microsoft Corp.

5.40%

Amazon.com, Inc.

3.72%

Alphabet, Inc.

3.16%

Broadcom Inc.

2.96%

Alphabet, Inc.

2.54%

Meta Platforms, Inc.

1.91%

Micron Technology, Inc.

1.59%

JPMorgan Chase & Co.

1.52%

Berkshire Hathaway, Inc.

1.51%

Eli Lilly & Co.

1.47%

BlackRock Cash Funds - Treasury

1.42%

Tesla, Inc.

1.40%

Advanced Micro Devices, Inc.

1.28%

Frequently asked questions about IQSU and SMAX

How have the IQSU and SMAX ETFs performed in 2026?

As of September 2, 2026, IQSU is up 14.17% year-to-date (YTD), while SMAX has returned 5.21%. That puts IQSU better performer ahead so far this year.

Which ETF is attracting more investor money: IQSU or SMAX?

Year-to-date, the IQSU ETF saw +$48M in flows, compared to -$34M for SMAX.

Which ETF is more volatile: IQSU or SMAX?

Over the past year, IQSU had a volatility of 14.01%, while SMAX experienced 2.76%.

Which ETF is bigger: IQSU or SMAX?

As of September 2, 2026, IQSU holds $324.73 M in assets under management (AUM), while SMAX manages $88.27 M.

What sectors do the IQSU and SMAX ETFs invest in?

IQSU leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, SMAX focuses on Technology, Finance and Healthcare.

What are the top holdings of the IQSU ETF and SMAX ETF?

IQSU top holdings include Apple, Inc., Alphabet, Inc. and Microsoft Corp.. SMAX holds in its top three: Apple, Inc., NVIDIA Corp. and Microsoft Corp..

Which ETF is more diversified: IQSU or SMAX?

IQSU holds 264 securities with 49.05% of its assets in the top 15. SMAX has 504 securities and a top 15 weight of 45.4%.

IQ Candriam US Large Cap Equity ETF (NYSE Arca: IQSU)

September 19, 2023

IQSU

IQSUvsSMAXETF Comparison

NYLI Candriam U.S. Large Cap Equity ETF

iShares Large Cap Max Buffer Sep ETF

IQSU vs SMAX 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 IQSU and SMAX ETFs performed in 2026?

As of September 2, 2026, IQSU is up 14.17% year-to-date (YTD), while SMAX has returned 5.21%. That puts IQSU better performer ahead so far this year.

Which ETF is attracting more investor money: IQSU or SMAX?

Year-to-date, the IQSU ETF saw +$48M in flows, compared to -$34M for SMAX.

Which ETF is more volatile: IQSU or SMAX?

Over the past year, IQSU had a volatility of 14.01%, while SMAX experienced 2.76%.

Which ETF is bigger: IQSU or SMAX?

As of September 2, 2026, IQSU holds $324.73 M in assets under management (AUM), while SMAX manages $88.27 M.

What sectors do the IQSU and SMAX ETFs invest in?

IQSU leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, SMAX focuses on Technology, Finance and Healthcare.

What are the top holdings of the IQSU ETF and SMAX ETF?

IQSU top holdings include Apple, Inc., Alphabet, Inc. and Microsoft Corp.. SMAX holds in its top three: Apple, Inc., NVIDIA Corp. and Microsoft Corp..

Which ETF is more diversified: IQSU or SMAX?

IQSU holds 264 securities with 49.05% of its assets in the top 15. SMAX has 504 securities and a top 15 weight of 45.4%.

IQ Candriam US Large Cap Equity ETF (NYSE Arca: IQSU)

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