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IWRvsIQSMETF Comparison
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. IWR's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, IQSM's top sector exposures are Industrials, Information Technology and Health Care. IWR is more expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.16% for IQSM. IWR is up 2.81% year-to-date (YTD) with +$285M in YTD flows. IQSM performs worse with 2.19% YTD performance, and +$61M 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.
IWR vs IQSM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWR IQSM | -3.17%-4.49% | +0.56%+1.51% | +2.81%+2.19% | +19.26%+16.54% | +54.13%+37.85% | +42.47%n/a |
| Flows | IWR IQSM | +$642M+$45M | +$778M+$60M | +$285M+$61M | +$4.18B+$44M | +$7.77B+$219M | +$10.12B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWR IQSM | +13.69%+14.74% | +19.09%+20.38% | +16.00%+17.48% | +18.21%n/a |
| Max drawdown | IWR IQSM | -4.31%-5.34% | -14.39%-15.27% | -21.08%-23.67% | -26.20%n/a |
| Max drawdown duration | IWR IQSM | 13d12d | 46d46d | 239d379d | 854dn/a |
IWR | IQSM | |
Last sale 3/12/2026 at 1:30 PM | $97.20 | $34.57 |
| Previous close 03/11/2026 | $98.96 | $35.30 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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IWR | IQSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IWR | IQSM | |
|---|---|---|
| Last price | $97.20 | $34.57 |
| 1D performance | -1.78% | -2.05% |
| AuM | $47.96 B | $270.78 M |
| E/R | 0.18% | 0.16% |
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 | 724 | 219 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 17, 2001 | October 25, 2022 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the IWR and IQSM ETFs performed in 2026?
As of March 11, 2026, IWR is up 2.81% year-to-date (YTD), while IQSM has returned 2.19%. That puts IWR better performer ahead so far this year.
Which ETF is attracting more investor money: IWR or IQSM?
Year-to-date, the IWR ETF saw +$285M in flows, compared to +$61M for IQSM.
Which ETF is more volatile: IWR or IQSM?
Over the past year, IWR had a volatility of 19.09%, while IQSM experienced 20.38%.
Which ETF is bigger: IWR or IQSM?
As of March 11, 2026, IWR holds $47.96 B in assets under management (AUM), while IQSM manages $270.78 M.
What sectors do the IWR and IQSM ETFs invest in?
IWR leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, IQSM focuses on Industrials, Information Technology and Health Care.
What are the top holdings of the IWR ETF and IQSM ETF?
IWR top holdings include WESTERN DIGITAL, ROYAL CARIBBEAN GROUP and BANK OF NEW YORK MELLON. IQSM holds in its top three: BLOOM ENERGY CORP, LUMENTUM HOLDINGS and TECHNIPFMC PLC.
Which ETF is more diversified: IWR or IQSM?
IWR holds 808 securities with 8.71% of its assets in the top 15. IQSM has 225 securities and a top 15 weight of 13.06%.
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