IQSM vs CPLB
Comparison between NYLI CANDRIAM U.S. MID CAP EQUITY ETF (IQSM, ETF) and NYLI MACKAY CORE PLUS BOND ETF (CPLB, ETF).
IQSM vs CPLB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IQSM
$337M
CPLB
$336M
Expense Ratio
Winner
IQSM
0.15%
CPLB
0.30%
Max Drawdown
IQSM
24.17%
Winner
CPLB
23.33%
Sharpe Ratio
Winner
IQSM
0.93
CPLB
-0.04
5Y Beta
IQSM
0.95
Winner
CPLB
0.04
P/E Ratio
IQSM
34.24
CPLB
N/A
Forward P/E
IQSM
16.88
CPLB
N/A
5Y EPS CAGR
IQSM
9.71%
CPLB
N/A
Debt to Equity
IQSM
39.68%
CPLB
N/A
P/S Ratio
IQSM
1.72
CPLB
N/A
P/B Ratio
IQSM
2.98
CPLB
N/A
IQSM vs CPLB - Holdings Comparison
IQSM and CPLB have 1 common holdings. Overlap is -0.02%
IQSM's top 25 holdings weight is 19.83%. CPLB's top 25 holdings weight is 29.43%.
| Rank | IQSM | CPLB |
|---|---|---|
| #1 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.34% | UNITED STATES TREASURY NOTES 4.125% (n/a) - 8.52% |
| #2 | TWILIO INC CLASS A (TWLO) - 1.10% | UNITED STATES TREASURY BONDS 5% (n/a) - 6.75% |
| #3 | MODERNA INC (MRNA) - 0.96% | n/a (n/a) - 3.06% |
| #4 | NVENT ELECTRIC PLC (NVT) - 0.94% | n/a (n/a) - 1.52% |
| #5 | OKTA INC CLASS A (OKTA) - 0.94% | BLACKROCK LIQUIDITY TREASURY INSTL (TTTXX) - 1.37% |
| #6 | F5 INC (FFIV) - 0.92% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 1.20% |
| #7 | US FOODS HOLDING CORP (USFD) - 0.91% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.56% |
| #8 | MKS INC (MKSI) - 0.89% | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 0.53% |
| #9 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.88% | n/a (n/a) - 0.50% |
| #10 | GUARDANT HEALTH INC (GH) - 0.80% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.46% |
| #11 | BURLINGTON STORES INC (BURL) - 0.80% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 0.43% |
| #12 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.77% | FEDERAL HOME LOAN MORTGAGE CORP. 3.5% (n/a) - 0.41% |
| #13 | VIATRIS INC (VTRS) - 0.74% | COTY INC. 4.75% (n/a) - 0.38% |
| #14 | TD SYNNEX CORP (SNX) - 0.68% | n/a (n/a) - 0.34% |
| #15 | ROKU INC CLASS A (ROKU) - 0.68% | FEDERAL HOME LOAN MORTGAGE CORP. 4.5% (n/a) - 0.34% |
| #16 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.68% | EVERGY KANSAS CENTRAL INC. 5.25% (n/a) - 0.34% |
| #17 | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.68% | DP WORLD LTD. 6.85% (n/a) - 0.32% |
| #18 | STERLING INFRASTRUCTURE INC (STRL) - 0.67% | UNICREDIT S.P.A. 5.861% (n/a) - 0.32% |
| #19 | KIMCO REALTY CORP (KIM) - 0.67% | UNITED STATES TREASURY NOTES 3.875% (n/a) - 0.32% |
| #20 | IDEX CORP (IEX) - 0.64% | n/a (n/a) - 0.32% |
| #21 | BALL CORP (BALL) - 0.64% | n/a (n/a) - 0.31% |
| #22 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.64% | TRANSDIGM, INC. 6.75% (n/a) - 0.30% |
| #23 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 0.64% | SHENTEL ISSUER LLC 5.64% (n/a) - 0.29% |
| #24 | AKAMAI TECHNOLOGIES INC (AKAM) - 0.61% | n/a (n/a) - 0.27% |
| #25 | HEALTHPEAK PROPERTIES INC (DOC) - 0.61% | n/a (n/a) - 0.27% |
| Total Holdings | 249 | 700 |
IQSM vs CPLB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IQSM
+0.68%
CPLB
-0.67%
3M
Winner
IQSM
+4.40%
CPLB
-0.58%
6M
Winner
IQSM
+6.91%
CPLB
-0.15%
1Y
Winner
IQSM
+16.96%
CPLB
+3.72%
5Y(CAGR)
IQSM
N/A
CPLB
+0.46%
Max(CAGR)
Winner
IQSM
+12.81%
CPLB
+0.67%
IQSM vs CPLB - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IQSM | CPLB |
|---|---|---|
| 2026 | +11.31% | +0.35% |
| 2025 | +8.28% | +7.64% |
| 2024 | +9.92% | +4.53% |
| 2023 | +16.04% | +6.60% |
| 2022 | +2.29% | -14.05% |
| 2021 | N/A | +0.38% |
IQSM vs CPLB Drawdown Comparison
The maximum drawdown for IQSM was -23.66%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for CPLB was -18.96%, occurring on Oct 24, 2022. Recovery took 1026 trading sessions.
The current IQSM drawdown is -2.66%. The current CPLB drawdown is -1.81%.
| Rank | IQSM | CPLB |
|---|---|---|
| #1 | -23.66% Nov 25, 2024 - Dec 10, 2025 | -18.96% Aug 3, 2021 - Sep 4, 2025 |
| #2 | -16.38% Feb 2, 2023 - Dec 14, 2023 | -2.60% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -8.86% Feb 26, 2026 - Apr 17, 2026 | -1.06% Oct 27, 2025 - Nov 26, 2025 |
| #4 | -8.29% Mar 28, 2024 - Aug 30, 2024 | -0.77% Nov 26, 2025 - Jan 7, 2026 |
| #5 | -6.87% Dec 2, 2022 - Jan 11, 2023 | -0.63% Jul 8, 2021 - Jul 19, 2021 |
| #6 | -4.24% Aug 30, 2024 - Sep 17, 2024 | -0.54% Sep 15, 2025 - Oct 13, 2025 |
| #7 | -3.98% Dec 28, 2023 - Feb 9, 2024 | -0.52% Jan 14, 2026 - Jan 26, 2026 |
| #8 | -3.89% Nov 1, 2022 - Nov 10, 2022 | -0.31% Jan 26, 2026 - Feb 5, 2026 |
| #9 | -3.50% May 6, 2026 - May 26, 2026 | -0.30% Sep 8, 2025 - Sep 10, 2025 |
| #10 | -3.46% Nov 11, 2024 - Nov 22, 2024 | -0.26% Jul 19, 2021 - Jul 27, 2021 |
| #11 | -2.80% Apr 20, 2026 - May 6, 2026 | -0.23% Jan 7, 2026 - Jan 12, 2026 |
| #12 | -2.67% Oct 18, 2024 - Nov 6, 2024 | -0.21% Feb 10, 2026 - Feb 12, 2026 |
| #13 | -2.66% Jun 30, 2026 - Jul 23, 2026 | -0.19% Oct 21, 2025 - Oct 24, 2025 |
| #14 | -2.65% Jun 4, 2026 - Jun 12, 2026 | -0.19% Oct 16, 2025 - Oct 20, 2025 |
| #15 | -2.64% Feb 10, 2026 - Feb 26, 2026 | -0.14% Sep 11, 2025 - Sep 15, 2025 |
Correlation
Correlation between IQSM and CPLB is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2021 - 2026)
IQSM vs CPLB dividend yield comparison.
| Year | IQSM | CPLB |
|---|---|---|
| 2026 | 0.47% | 2.76% |
| 2025 | 1.18% | 5.46% |
| 2024 | 1.22% | 5.40% |
| 2023 | 1.11% | 4.81% |
| 2022 | 0.32% | 3.17% |
| 2021 | 0.00% | 0.95% |
Select Stocks to Compare
Popular: IQSM vs SPYCPLB vs SPY
More Comparisons
Compare with similar stocks