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SCHMvsIQSMETF Comparison

ETF 1

SCHM

Schwab U.S. Mid-Cap ETF

This fund is part of

US Mid Cap

-0.06%

Full SCHM 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

Schwab U.S. Mid-Cap ETF (SCHM) and NYLI Candriam U.S. Mid Cap Equity ETF (IQSM) belong to the same industry segment: US Mid Cap. SCHM'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. SCHM is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.16% for IQSM. SCHM is up 13.54% year-to-date (YTD) with +$344M in YTD flows. IQSM performs worse with 5.85% YTD performance, and +$90M in YTD flows. Run a side-by-side ETF comparison of SCHM 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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SCHM 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 05/01/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SCHM IQSM	+8.97%+8.46%	+7.01%+1.37%	+13.54%+5.85%	+34.90%+24.04%	+58.36%+41.71%	+40.94%n/a
Flows	SCHM IQSM	+$101M+$16M	+$342M+$74M	+$344M+$90M	+$183M+$68M	+$64M+$249M	+$1.35B-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SCHM IQSM	+19.28%+18.43%	+16.06%+15.49%	+17.84%+17.45%	+19.66%n/a
Max drawdown	SCHM IQSM	-9.30%-8.92%	-9.30%-8.92%	-23.35%-23.67%	-26.40%n/a
Max drawdown duration	SCHM IQSM	46d49d	46d49d	283d379d	855dn/a

Trading data

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	SCHM	IQSM
Last sale 5/1/2026 at 1:30 PM	$34.05	$37.18
Previous close 04/29/2026	$33.95	$37.19
Consolidated volume 04/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of April 30, 2026

1-year trailing difference

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	SCHM	IQSM
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 5/1/2026 at 1:30 PM

Live

Closed

	SCHM	IQSM
Last price	$34.05	$37.18
1D performance	+0.29%	-0.02%
AuM	$14.30 B	$309.99 M
E/R	0.04%	0.16%

Characteristics

	SCHM	IQSM
Management strategy	Passive	Passive
Provider	Schwab ETFs	New York Life Investments
Benchmark	Dow Jones U.S. Mid-Cap Total Stock Market Index	NYLI Candriam U.S. Mid Cap Equity Index
N° of holdings	449	221
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	January 13, 2011	October 25, 2022
ESG	No	Yes

More SCHM data on Trackinsight

More IQSM data on Trackinsight

Exposure

Countries

SCHM

USA

92.55%

Other

7.45%

IQSM

USA

87.19%

Other

12.81%

Sectors

SCHM

Industrials

19.21%

Information Techn.

12.27%

Financials

11.23%

Health Care

10.71%

Consumer Discreti.

9.95%

Materials

7.16%

Other

29.48%

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

SCHM

Total weight of top 15 holdings out of 15

11.32%

IQSM

Total weight of top 15 holdings out of 15

13.8%

Top 15 holdings

Data as of March 31, 2026

SCHM

US80004C2008

1.92%

CIENA

1.16%

LUMENTUM HOLDINGS

1.05%

US19247G1076

0.98%

BLOOM ENERGY CORP

0.74%

TEXAS PACIFIC LAND CORP

0.62%

TECHNIPFMC PLC

0.61%

TAPESTRY INC

0.61%

CASEYS GENERAL STORES

0.57%

CURTISS WRIGHT

0.53%

KYG3730V1059

0.52%

FLEX LTD

0.51%

OMNICOM

0.51%

STEEL DYNAMICS

0.51%

UTD THERAPEUT

0.49%

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 SCHM and IQSM

How have the SCHM and IQSM ETFs performed in 2026?

As of May 1, 2026, SCHM is up 13.54% year-to-date (YTD), while IQSM has returned 5.85%. That puts SCHM better performer ahead so far this year.

Which ETF is attracting more investor money: SCHM or IQSM?

Year-to-date, the SCHM ETF saw +$344M in flows, compared to +$90M for IQSM.

Which ETF is more volatile: SCHM or IQSM?

Over the past year, SCHM had a volatility of 16.06%, while IQSM experienced 15.49%.

Which ETF is bigger: SCHM or IQSM?

As of May 1, 2026, SCHM holds $14.30 B in assets under management (AUM), while IQSM manages $309.99 M.

What sectors do the SCHM and IQSM ETFs invest in?

SCHM leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, IQSM focuses on Industrials, Information Technology and Health Care.

SCHMvsIQSMETF Comparison

Schwab U.S. Mid-Cap ETF

NYLI Candriam U.S. Mid Cap Equity ETF

SCHM 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 SCHM and IQSM ETFs performed in 2026?

As of May 1, 2026, SCHM is up 13.54% year-to-date (YTD), while IQSM has returned 5.85%. That puts SCHM better performer ahead so far this year.

Which ETF is attracting more investor money: SCHM or IQSM?

Year-to-date, the SCHM ETF saw +$344M in flows, compared to +$90M for IQSM.

Which ETF is more volatile: SCHM or IQSM?

Over the past year, SCHM had a volatility of 16.06%, while IQSM experienced 15.49%.

Which ETF is bigger: SCHM or IQSM?

As of May 1, 2026, SCHM holds $14.30 B in assets under management (AUM), while IQSM manages $309.99 M.

What sectors do the SCHM and IQSM ETFs invest in?

SCHM 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 SCHM ETF and IQSM ETF?

SCHM top holdings include US80004C2008, CIENA and LUMENTUM HOLDINGS. IQSM holds in its top three: TECHNIPFMC PLC, UTD THERAPEUT and XPO LOGISTICS.

Which ETF is more diversified: SCHM or IQSM?

SCHM holds 497 securities with 11.32% of its assets in the top 15. IQSM has 227 securities and a top 15 weight of 13.8%.

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