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IWRvsIQSMETF Comparison

ETF 1

IWR

iShares Russell Mid-Cap ETF

This fund is part of

US Mid Cap

-0.06%

Full IWR fund page

VS

ETF 2

IQSM

NYLI Candriam U.S. Mid Cap Equity ETF

This fund is part of

US Mid Cap

-0.06%

Full IQSM fund page

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 8.05% year-to-date (YTD) with +$1.99B in YTD flows. IQSM performs worse with 7.97% YTD performance, and +$90M 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.

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IWR vs IQSM 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 04/27/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	IWR IQSM	+8.68%+7.60%	+3.49%+2.80%	+8.05%+7.97%	+25.51%+27.58%	+56.94%+44.48%	+41.62%n/a
Flows	IWR IQSM	+$1.13B+$16M	+$2.41B+$91M	+$1.99B+$90M	+$4.13B+$68M	+$9.72B+$249M	+$11.54B-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IWR IQSM	+16.22%+18.26%	+13.93%+15.43%	+15.97%+17.49%	+18.27%n/a
Max drawdown	IWR IQSM	-8.16%-8.92%	-8.16%-8.92%	-21.08%-23.67%	-26.20%n/a
Max drawdown duration	IWR IQSM	49d49d	49d49d	239d379d	854dn/a

Trading data

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	IWR	IQSM
Last sale 4/28/2026 at 3:48 PM	$102.75	$37.21
Previous close 04/27/2026	$103.75	$37.31
Consolidated volume 04/27/2026
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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	IWR	IQSM
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/28/2026 at 3:48 PM

Live

Closed

	IWR	IQSM
Last price	$102.75	$37.21
1D performance	-0.96%	-0.26%
AuM	$52.09 B	$316.20 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	721	221
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	July 17, 2001	October 25, 2022
ESG	No	Yes

More IWR data on Trackinsight

More IQSM data on Trackinsight

Exposure

Countries

IWR

USA

93.69%

Other

6.31%

IQSM

USA

87.19%

Other

12.81%

Sectors

IWR

Industrials

16.54%

Information Techn.

13.04%

Financials

12.07%

Consumer Discreti.

10.57%

Health Care

8.39%

Energy

7.34%

Other

32.04%

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%

Diversification

IWR

Total weight of top 15 holdings out of 15

9.59%

IQSM

Total weight of top 15 holdings out of 15

13.8%

Top 15 holdings

Data as of March 31, 2026

IWR

CORNING

0.84%

VERTIV HOLDINGS

0.76%

HOWMET AEROSPACE INC

0.73%

WESTERN DIGITAL

0.73%

US80004C2008

0.72%

BANK OF NEW YORK MELLON

0.65%

QUANTA SERVICES

0.64%

VALERO ENERGY

0.60%

CUMMINS

0.59%

MARATHON PETROLEUM

0.58%

PHILLIPS 66

0.58%

ROYAL CARIBBEAN GROUP

0.55%

HILTON INC

0.55%

ROSS STORES

0.55%

KINDER MORGAN

0.52%

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%

Frequently asked questions about IWR and IQSM

How have the IWR and IQSM ETFs performed in 2026?

As of April 27, 2026, IWR is up 8.05% year-to-date (YTD), while IQSM has returned 7.97%. 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 +$1.99B in flows, compared to +$90M for IQSM.

Which ETF is more volatile: IWR or IQSM?

Over the past year, IWR had a volatility of 13.93%, while IQSM experienced 15.43%.

Which ETF is bigger: IWR or IQSM?

As of April 27, 2026, IWR holds $52.09 B in assets under management (AUM), while IQSM manages $316.20 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 CORNING, VERTIV HOLDINGS and HOWMET AEROSPACE INC. IQSM holds in its top three: TECHNIPFMC PLC, UTD THERAPEUT and XPO LOGISTICS.

IWRvsIQSMETF Comparison

iShares Russell Mid-Cap ETF

NYLI Candriam U.S. Mid Cap Equity ETF

IWR vs IQSM 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 IWR and IQSM ETFs performed in 2026?

As of April 27, 2026, IWR is up 8.05% year-to-date (YTD), while IQSM has returned 7.97%. 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 +$1.99B in flows, compared to +$90M for IQSM.

Which ETF is more volatile: IWR or IQSM?

Over the past year, IWR had a volatility of 13.93%, while IQSM experienced 15.43%.

Which ETF is bigger: IWR or IQSM?

As of April 27, 2026, IWR holds $52.09 B in assets under management (AUM), while IQSM manages $316.20 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 CORNING, VERTIV HOLDINGS and HOWMET AEROSPACE INC. IQSM holds in its top three: TECHNIPFMC PLC, UTD THERAPEUT and XPO LOGISTICS.

Which ETF is more diversified: IWR or IQSM?

IWR holds 806 securities with 9.59% of its assets in the top 15. IQSM has 227 securities and a top 15 weight of 13.8%.

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