IWRvsIQSMETF Comparison
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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 14.15% year-to-date (YTD) with +$2.84B in YTD flows. IQSM performs worse with 12.95% YTD performance, and +$88M 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
Historic performance and flows
Data as of 07/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWR IQSM | +0.73%+0.51% | +5.62%+4.61% | +14.15%+12.95% | +16.88%+18.11% | +50.95%+38.16% | +47.23%n/a |
| Flows | IWR IQSM | -$620M-$2M | +$884M-$2M | +$2.84B+$88M | +$4.96B+$67M | +$10.57B+$116M | +$12.08B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWR IQSM | +12.80%+13.80% | +13.72%+15.04% | +15.92%+17.34% | +18.24%n/a |
| Max drawdown | IWR IQSM | -2.88%-3.38% | -8.16%-8.92% | -21.08%-23.67% | -26.20%n/a |
| Max drawdown duration | IWR IQSM | 16d19d | 49d49d | 239d379d | 854dn/a |
Trading data
IWR | IQSM | |
Last sale 7/27/2026 at 1:30 PM | $109.98 | $38.94 |
| Previous close 07/24/2026 | $109.36 | $38.74 |
| Consolidated volume 07/24/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 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 | ||
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Main metrics
Last update 7/27/2026 at 1:30 PM
Live
Closed
IWR | IQSM | |
|---|---|---|
| Last price | $109.98 | $38.94 |
| 1D performance | +0.57% | +0.52% |
| AuM | $55.78 B | $327.99 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 | 810 | 247 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 17, 2001 | October 25, 2022 |
| ESG | No | Yes |
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Exposure
Countries
IWR
USA
95.61%
Other
4.39%
IQSM
USA
93.58%
Other
6.42%
Sectors
IWR
Finance
21.03%
Technology
16.71%
Industrials
15.2%
Healthcare
10.74%
Other
36.32%
IQSM
Finance
21.9%
Technology
18.55%
Industrials
18.07%
Healthcare
14.87%
Non-Energy Materi.
8.31%
Other
18.3%
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Diversification
IWR
Total weight of top 15 holdings out of 15
7.98%
IQSM
Total weight of top 15 holdings out of 15
13.54%
Top 15 holdings
Data as of June 30, 2026
IWR
Datadog, Inc.
0.62%
Snowflake, Inc.
0.61%
Royal Caribbean Group
0.58%
Cloudflare, Inc.
0.56%
Robinhood Markets, Inc.
0.56%
Teradyne, Inc.
0.55%
Marathon Petroleum Corp.
0.54%
Astera Labs, Inc.
0.53%
Simon Property Group, Inc.
0.52%
United Rentals, Inc.
0.51%
Coherent Corp.
0.50%
Comfort Systems USA, Inc.
0.50%
Phillips 66
0.49%
Warner Bros. Discovery, Inc.
0.46%
Digital Realty Trust, Inc.
0.45%
IQSM
Revolution Medicines, Inc.
1.28%
MKS, Inc.
1.10%
Twilio, Inc.
1.02%
nVent Electric Plc
1.00%
MACOM Technology Solutions Holdings, Inc.
0.93%
US Foods Holding Corp.
0.91%
Moderna, Inc.
0.88%
F5, Inc.
0.88%
Okta, Inc.
0.84%
C.H. Robinson Worldwide, Inc.
0.84%
Sterling Infrastructure, Inc.
0.82%
Burlington Stores, Inc.
0.77%
Lattice Semiconductor Corp.
0.77%
Onto Innovation, Inc.
0.75%
Guardant Health, Inc.
0.74%
Frequently asked questions about IWR and IQSM
How have the IWR and IQSM ETFs performed in 2026?
As of July 24, 2026, IWR is up 14.15% year-to-date (YTD), while IQSM has returned 12.95%. 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 +$2.84B in flows, compared to +$88M for IQSM.
Which ETF is more volatile: IWR or IQSM?
Over the past year, IWR had a volatility of 13.72%, while IQSM experienced 15.04%.
Which ETF is bigger: IWR or IQSM?
As of July 24, 2026, IWR holds $55.78 B in assets under management (AUM), while IQSM manages $327.99 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 Datadog, Inc., Snowflake, Inc. and Royal Caribbean Group. IQSM holds in its top three: Revolution Medicines, Inc., MKS, Inc. and Twilio, Inc..
Which ETF is more diversified: IWR or IQSM?
IWR holds 824 securities with 7.98% of its assets in the top 15. IQSM has 249 securities and a top 15 weight of 13.54%.
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