IQSM vs EWD
Comparison between NYLI CANDRIAM U.S. MID CAP EQUITY ETF (IQSM, ETF) and ISHARES MSCI SWEDEN ETF (EWD, ETF).
IQSM vs EWD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IQSM
$315M
EWD
$314M
Expense Ratio
Winner
IQSM
0.15%
EWD
0.51%
Max Drawdown
Winner
IQSM
24.17%
EWD
79.94%
Sharpe Ratio
Winner
IQSM
1.10
EWD
0.61
5Y Beta
IQSM
0.96
Winner
EWD
0.84
P/E Ratio
IQSM
29.93
EWD
N/A
Forward P/E
IQSM
17.14
EWD
N/A
5Y Dividends CAGR
IQSM
N/A
EWD
14.87%
5Y EPS CAGR
IQSM
10.37%
EWD
N/A
Debt to Equity
IQSM
19.46%
EWD
N/A
P/S Ratio
IQSM
1.69
EWD
N/A
P/B Ratio
IQSM
2.88
EWD
N/A
IQSM vs EWD - Holdings Comparison
IQSM and EWD have 1 common holdings. Overlap is -0.55%
IQSM's top 25 holdings weight is 22.81%. EWD's top 25 holdings weight is 84.83%.
| Rank | IQSM | EWD |
|---|---|---|
| #1 | TECHNIPFMC PLC (n/a) - 1.20% | SPOTIFY TECHNOLOGY SA (SPOT) - 10.13% |
| #2 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.15% | INVESTOR AB CLASS B (n/a) - 9.23% |
| #3 | NVENT ELECTRIC PLC (NVT) - 1.14% | VOLVO AB CLASS B (VOLVF) - 6.66% |
| #4 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.11% | ATLAS COPCO AB CLASS A (n/a) - 6.34% |
| #5 | FABRINET (FN) - 1.09% | SANDVIK AB (n/a) - 5.43% |
| #6 | TWILIO INC CLASS A (TWLO) - 1.09% | TELEFONAKTIEBOLAGET L M ERICSSON CLASS B (n/a) - 4.69% |
| #7 | MASTEC INC (MTZ) - 1.05% | ASSA ABLOY AB CLASS B (n/a) - 3.91% |
| #8 | UNITED THERAPEUTICS CORP (UTHR) - 1.04% | SWEDBANK AB CLASS A (n/a) - 3.88% |
| #9 | XPO INC (XPO) - 1.02% | SKANDINAVISKA ENSKILDA BANKEN AB CLASS A (n/a) - 3.77% |
| #10 | STERLING INFRASTRUCTURE INC (STRL) - 0.98% | ATLAS COPCO AB CLASS B (n/a) - 3.27% |
| #11 | F5 INC (FFIV) - 0.93% | SVENSKA HANDELSBANKEN AB CLASS A (n/a) - 2.68% |
| #12 | MKS INC (MKSI) - 0.91% | HEXAGON AB CLASS B (n/a) - 2.41% |
| #13 | AKAMAI TECHNOLOGIES INC (AKAM) - 0.89% | EPIROC AB ORDINARY SHARES CLASS A (n/a) - 2.33% |
| #14 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.89% | SAAB AB CLASS B (n/a) - 2.26% |
| #15 | ALBEMARLE CORP (ALB) - 0.85% | ALFA LAVAL AB (n/a) - 2.13% |
| #16 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.83% | ESSITY AB CLASS B (n/a) - 2.07% |
| #17 | BURLINGTON STORES INC (BURL) - 0.83% | EQT AB ORDINARY SHARES (n/a) - 2.07% |
| #18 | ALCOA CORP (AA) - 0.80% | BOLIDEN AB (n/a) - 2.03% |
| #19 | NEXTPOWER INC CLASS A (NXT) - 0.80% | SEK CASH (n/a) - 1.81% |
| #20 | ITT INC (ITT) - 0.72% | TELIA COMPANY AB (n/a) - 1.60% |
| #21 | US FOODS HOLDING CORP (USFD) - 0.72% | TELE2 AB CLASS B (n/a) - 1.34% |
| #22 | TD SYNNEX CORP (SNX) - 0.70% | EVOLUTION AB (n/a) - 1.25% |
| #23 | EAST WEST BANCORP INC (EWBC) - 0.70% | EPIROC AB SHARE B (n/a) - 1.20% |
| #24 | RAMBUS INC (RMBS) - 0.69% | ADDTECH AB CLASS B (n/a) - 1.18% |
| #25 | WESCO INTERNATIONAL INC (WCC) - 0.68% | SWEDISH ORPHAN BIOVITRUM AB (n/a) - 1.16% |
| Total Holdings | 242 | 53 |
IQSM vs EWD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IQSM
+1.61%
EWD
+0.14%
3M
Winner
IQSM
+5.97%
EWD
-2.09%
6M
Winner
IQSM
+10.21%
EWD
+6.65%
1Y
Winner
IQSM
+21.34%
EWD
+14.24%
5Y(CAGR)
IQSM
N/A
EWD
+3.99%
10Y(CAGR)
IQSM
N/A
EWD
+9.04%
Max(CAGR)
Winner
IQSM
+12.67%
EWD
+6.63%
IQSM vs EWD - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IQSM | EWD |
|---|---|---|
| 2026 | +9.07% | +2.72% |
| 2025 | +8.28% | +36.16% |
| 2024 | +9.92% | -1.94% |
| 2023 | +16.04% | +23.68% |
| 2022 | +2.29% | -28.45% |
| 2021 | N/A | +21.34% |
| 2020 | N/A | +18.94% |
| 2019 | N/A | +23.80% |
| 2018 | N/A | -13.43% |
| 2017 | N/A | +21.04% |
| 2016 | N/A | +4.52% |
| 2015 | N/A | -3.90% |
| 2014 | N/A | -5.97% |
| 2013 | N/A | +21.95% |
| 2012 | N/A | +19.94% |
| 2011 | N/A | -18.22% |
| 2010 | N/A | +31.31% |
| 2009 | N/A | +48.46% |
| 2008 | N/A | -46.58% |
| 2007 | N/A | -2.28% |
| 2006 | N/A | +38.19% |
| 2005 | N/A | +9.32% |
| 2004 | N/A | +34.96% |
| 2003 | N/A | +57.95% |
| 2002 | N/A | -31.32% |
| 2001 | N/A | -22.76% |
| 2000 | N/A | -27.76% |
| 1999 | N/A | +27.13% |
IQSM vs EWD Drawdown Comparison
The maximum drawdown for IQSM was -23.66%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for EWD was -75.34%, occurring on Oct 9, 2002. Recovery took 1668 trading sessions.
The current IQSM drawdown is -1.98%. The current EWD drawdown is -6.89%.
| Rank | IQSM | EWD |
|---|---|---|
| #1 | -23.66% Nov 25, 2024 - Dec 10, 2025 | -75.34% Mar 3, 2000 - Oct 20, 2006 |
| #2 | -16.38% Feb 2, 2023 - Dec 14, 2023 | -68.10% Jul 12, 2007 - Apr 21, 2011 |
| #3 | -8.86% Feb 26, 2026 - Apr 17, 2026 | -42.26% Aug 13, 2021 - Feb 18, 2025 |
| #4 | -8.29% Mar 28, 2024 - Aug 30, 2024 | -37.22% Feb 12, 2020 - Jul 17, 2020 |
| #5 | -6.87% Dec 2, 2022 - Jan 11, 2023 | -36.19% May 2, 2011 - Mar 7, 2013 |
| #6 | -4.24% Aug 30, 2024 - Sep 17, 2024 | -25.57% May 21, 2014 - May 2, 2017 |
| #7 | -3.98% Dec 28, 2023 - Feb 9, 2024 | -23.30% Jan 24, 2018 - Jan 2, 2020 |
| #8 | -3.89% Nov 1, 2022 - Nov 10, 2022 | -17.84% Mar 7, 2025 - May 13, 2025 |
| #9 | -3.50% May 6, 2026 - May 26, 2026 | -14.49% Feb 27, 2026 - Mar 20, 2026 |
| #10 | -3.46% Nov 11, 2024 - Nov 22, 2024 | -12.59% May 21, 2013 - Jul 23, 2013 |
| #11 | -2.80% Apr 20, 2026 - May 6, 2026 | -9.09% Feb 26, 2007 - Mar 21, 2007 |
| #12 | -2.67% Oct 18, 2024 - Nov 6, 2024 | -8.75% May 7, 2007 - Jul 6, 2007 |
| #13 | -2.64% Feb 10, 2026 - Feb 26, 2026 | -8.18% Oct 12, 2020 - Nov 6, 2020 |
| #14 | -2.59% Jan 13, 2023 - Jan 23, 2023 | -8.16% Sep 18, 2013 - Dec 30, 2013 |
| #15 | -2.33% Jan 21, 2026 - Feb 6, 2026 | -7.82% Oct 27, 2025 - Dec 10, 2025 |
Correlation
Correlation between IQSM and EWD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (1999 - 2026)
IQSM vs EWD dividend yield comparison.
| Year | IQSM | EWD |
|---|---|---|
| 2026 | 0.21% | 0.00% |
| 2025 | 1.18% | 3.27% |
| 2024 | 1.22% | 1.77% |
| 2023 | 1.11% | 2.41% |
| 2022 | 0.32% | 3.68% |
| 2021 | 0.00% | 5.46% |
| 2020 | 0.00% | 0.98% |
| 2019 | 0.00% | 4.15% |
| 2018 | 0.00% | 5.17% |
| 2017 | 0.00% | 3.23% |
| 2016 | 0.00% | 3.91% |
| 2015 | 0.00% | 4.08% |
| 2014 | 0.00% | 3.92% |
| 2013 | 0.00% | 3.47% |
| 2012 | 0.00% | 3.03% |
| 2011 | 0.00% | 4.13% |
| 2010 | 0.00% | 1.77% |
| 2009 | 0.00% | 2.13% |
| 2008 | 0.00% | 8.23% |
| 2007 | 0.00% | 3.61% |
| 2006 | 0.00% | 1.05% |
| 2005 | 0.00% | 1.85% |
| 2004 | 0.00% | 0.70% |
| 2003 | 0.00% | 1.58% |
| 2002 | 0.00% | 1.28% |
| 2001 | 0.00% | 0.35% |
| 2000 | 0.00% | 30.15% |
| 1999 | 0.00% | 3.42% |
Select Stocks to Compare
Popular: IQSM vs SPYEWD vs SPY
More Comparisons
Compare with similar stocks