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SCHMvsIQSMETF Comparison
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 4.98% year-to-date (YTD) with +$178M in YTD flows. IQSM performs worse with 2.19% YTD performance, and +$61M 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.
SCHM vs IQSM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHM IQSM | -3.65%-4.49% | +2.37%+1.51% | +4.98%+2.19% | +23.01%+16.54% | +52.28%+37.85% | +35.52%n/a |
| Flows | SCHM IQSM | +$215M+$45M | +$236M+$60M | +$178M+$61M | +$226M+$44M | -$229M+$219M | +$1.38B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHM IQSM | +15.11%+14.74% | +21.22%+20.38% | +17.75%+17.48% | +19.54%n/a |
| Max drawdown | SCHM IQSM | -5.25%-5.34% | -15.46%-15.27% | -23.35%-23.67% | -26.40%n/a |
| Max drawdown duration | SCHM IQSM | 13d12d | 46d46d | 283d379d | 855dn/a |
SCHM | IQSM | |
Last sale 3/12/2026 at 1:30 PM | $30.91 | $35.30 |
| Previous close 03/11/2026 | $31.56 | $35.39 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
SCHM | IQSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SCHM | IQSM | |
|---|---|---|
| Last price | $30.91 | $35.30 |
| 1D performance | -2.06% | -0.26% |
| AuM | $13.09 B | $270.78 M |
| E/R | 0.04% | 0.16% |
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 | 452 | 219 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 13, 2011 | 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 SCHM and IQSM ETFs performed in 2026?
As of March 11, 2026, SCHM is up 4.98% year-to-date (YTD), while IQSM has returned 2.19%. 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 +$178M in flows, compared to +$61M for IQSM.
Which ETF is more volatile: SCHM or IQSM?
Over the past year, SCHM had a volatility of 21.22%, while IQSM experienced 20.38%.
Which ETF is bigger: SCHM or IQSM?
As of March 11, 2026, SCHM holds $13.09 B in assets under management (AUM), while IQSM manages $270.78 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 US19247G1076. IQSM holds in its top three: BLOOM ENERGY CORP, LUMENTUM HOLDINGS and TECHNIPFMC PLC.
Which ETF is more diversified: SCHM or IQSM?
SCHM holds 498 securities with 8.79% of its assets in the top 15. IQSM has 225 securities and a top 15 weight of 13.06%.
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