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XJHvsIQSMETF Comparison
iShares ESG Select Screened S&P Mid-Cap ETF (XJH) and NYLI Candriam U.S. Mid Cap Equity ETF (IQSM) belong to the same industry segment: US Mid Cap. XJH'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. XJH is less expensive with a Total Expense Ratio (TER) of 0.12%, versus 0.16% for IQSM. XJH is up 3.32% year-to-date (YTD) with +$5M in YTD flows. IQSM performs worse with 2.19% YTD performance, and +$61M in YTD flows. Run a side-by-side ETF comparison of XJH 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.
XJH vs IQSM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XJH IQSM | -5.08%-4.49% | +0.71%+1.51% | +3.32%+2.19% | +19.53%+16.54% | +46.91%+37.85% | +36.21%n/a |
| Flows | XJH IQSM | +$7M+$45M | +$7M+$60M | +$5M+$61M | +$49M+$44M | +$182M+$219M | +$275M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XJH IQSM | +15.46%+14.74% | +20.96%+20.38% | +18.20%+17.48% | +19.80%n/a |
| Max drawdown | XJH IQSM | -5.76%-5.34% | -15.00%-15.27% | -24.38%-23.67% | -24.99%n/a |
| Max drawdown duration | XJH IQSM | 17d12d | 46d46d | 379d379d | 815dn/a |
XJH | IQSM | |
Last sale 3/12/2026 at 1:30 PM | $45.02 | $34.57 |
| Previous close 03/11/2026 | $46.04 | $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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XJH | IQSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
XJH | IQSM | |
|---|---|---|
| Last price | $45.02 | $34.57 |
| 1D performance | -2.22% | -2.05% |
| AuM | $350.19 M | $270.78 M |
| E/R | 0.12% | 0.16% |
XJH | IQSM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | New York Life Investments |
| Benchmark | S&P MidCap 400 Sustainability Screened Index | NYLI Candriam U.S. Mid Cap Equity Index |
| N° of holdings | 346 | 219 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 22, 2020 | October 25, 2022 |
| ESG | Yes | 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 XJH and IQSM ETFs performed in 2026?
As of March 11, 2026, XJH is up 3.32% year-to-date (YTD), while IQSM has returned 2.19%. That puts XJH better performer ahead so far this year.
Which ETF is attracting more investor money: XJH or IQSM?
Year-to-date, the XJH ETF saw +$5M in flows, compared to +$61M for IQSM.
Which ETF is more volatile: XJH or IQSM?
Over the past year, XJH had a volatility of 20.96%, while IQSM experienced 20.38%.
Which ETF is bigger: XJH or IQSM?
As of March 11, 2026, XJH holds $350.19 M in assets under management (AUM), while IQSM manages $270.78 M.
What sectors do the XJH and IQSM ETFs invest in?
XJH 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 XJH ETF and IQSM ETF?
XJH top holdings include CIENA, US19247G1076 and LUMENTUM HOLDINGS. IQSM holds in its top three: BLOOM ENERGY CORP, LUMENTUM HOLDINGS and TECHNIPFMC PLC.
Which ETF is more diversified: XJH or IQSM?
XJH holds 356 securities with 12.01% of its assets in the top 15. IQSM has 225 securities and a top 15 weight of 13.06%.
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