IWRvsIQSMETF Comparison
VS
iShares Russell Mid-Cap ETF (IWR) and NYLI Candriam U.S. Mid Cap Equity ETF (IQSM) belong to the same industry segment: US Mid Cap. Both ETFs have the same top 3 sector exposures: Finance, Technology and Industrials. IWR is more expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.16% for IQSM. IWR is up 13.74% year-to-date (YTD) with +$2.84B in YTD flows. IQSM performs better with 13.82% YTD performance, and +$95M in YTD flows. Run a side-by-side ETF comparison of IWR and IQSM 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
IWR vs IQSM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/10/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWR IQSM | -3.65%-3.05% | +3.64%+4.21% | +13.74%+13.82% | +14.82%+16.18% | +57.05%+45.54% | +44.57%n/a |
| Flows | IWR IQSM | +$200M+$7M | -$220M+$6M | +$2.84B+$95M | +$4.59B+$81M | +$10.44B+$90M | +$12.24B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWR IQSM | +11.99%+13.23% | +13.71%+14.98% | +15.94%+17.37% | +18.28%n/a |
| Max drawdown | IWR IQSM | -5.16%-4.07% | -8.16%-8.92% | -21.08%-23.67% | -26.20%n/a |
| Max drawdown duration | IWR IQSM | 25d25d | 49d49d | 239d379d | 854dn/a |
Trading data
IWR | IQSM | |
Last sale 9/10/2026 at 1:30 PM | $108.96 | $39.24 |
| Previous close 09/10/2026 | $109.94 | $39.60 |
| Consolidated volume 09/10/2026 | ||
| 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
Create an account to view replication metrics
Join for free
IWR | IQSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 9/10/2026 at 1:30 PM
Live
Closed
IWR | IQSM | |
|---|---|---|
| Last price | $108.96 | $39.24 |
| 1D performance | -0.89% | -0.90% |
| AuM | $55.58 B | $337.37 M |
| E/R | 0.18% | 0.16% |
Characteristics
IWR | IQSM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | New York Life Investments |
| Benchmark | Russell Midcap Index | NYLI Candriam U.S. Mid Cap Equity Index |
| N° of holdings | 812 | 244 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 17, 2001 | October 25, 2022 |
| ESG | No | Yes |
Advertisement
Exposure
Countries
IWR
USA
96.23%
Other
3.77%
IQSM
USA
93.56%
Other
6.44%
Sectors
IWR
Finance
22.01%
Technology
15.73%
Industrials
14.33%
Healthcare
11.14%
Other
36.79%
IQSM
Finance
23.17%
Technology
17.79%
Industrials
16.25%
Healthcare
15%
Non-Energy Materi.
8.14%
Other
19.64%
Advertisement
Diversification
IWR
Total weight of top 15 holdings out of 15
8.16%
IQSM
Total weight of top 15 holdings out of 15
12.74%
Top 15 holdings
Data as of July 31, 2026
IWR
Snowflake, Inc.
0.72%
Marathon Petroleum Corp.
0.67%
Cloudflare, Inc.
0.65%
Datadog, Inc.
0.64%
Phillips 66
0.61%
Royal Caribbean Group
0.59%
Simon Property Group, Inc.
0.53%
Digital Realty Trust, Inc.
0.51%
The Allstate Corp.
0.49%
United Rentals, Inc.
0.48%
Robinhood Markets, Inc.
0.48%
Hewlett Packard Enterprise Co.
0.45%
Kinder Morgan, Inc.
0.45%
Warner Bros. Discovery, Inc.
0.44%
Realty Income Corp.
0.44%
IQSM
Revolution Medicines, Inc.
1.32%
Twilio, Inc.
1.01%
nVent Electric Plc
0.93%
Burlington Stores, Inc.
0.93%
US Foods Holding Corp.
0.92%
Okta, Inc.
0.90%
F5, Inc.
0.88%
Guardant Health, Inc.
0.83%
Viatris, Inc.
0.78%
MKS, Inc.
0.76%
Moderna, Inc.
0.71%
Roku, Inc.
0.71%
TD SYNNEX Corp.
0.71%
Ball Corp.
0.69%
Kimco Realty Corp.
0.68%
Frequently asked questions about IWR and IQSM
How have the IWR and IQSM ETFs performed in 2026?
As of September 10, 2026, IWR is up 13.74% year-to-date (YTD), while IQSM has returned 13.82%. That puts IQSM better performer ahead so far this year.
Which ETF is attracting more investor money: IWR or IQSM?
Year-to-date, the IWR ETF saw +$2.84B in flows, compared to +$95M for IQSM.
Which ETF is more volatile: IWR or IQSM?
Over the past year, IWR had a volatility of 13.71%, while IQSM experienced 14.98%.
Which ETF is bigger: IWR or IQSM?
As of September 10, 2026, IWR holds $55.58 B in assets under management (AUM), while IQSM manages $337.37 M.
What sectors do the IWR and IQSM ETFs invest in?
IWR leans toward sectors like Finance, Technology and Industrials. Meanwhile, IQSM focuses on Finance, Technology and Industrials.
What are the top holdings of the IWR ETF and IQSM ETF?
IWR top holdings include Snowflake, Inc., Marathon Petroleum Corp. and Cloudflare, Inc.. IQSM holds in its top three: Revolution Medicines, Inc., Twilio, Inc. and nVent Electric Plc.
Which ETF is more diversified: IWR or IQSM?
IWR holds 823 securities with 8.16% of its assets in the top 15. IQSM has 246 securities and a top 15 weight of 12.74%.
Advertisement
Advertisement
