IQSM vs FTXO
Comparison between NYLI CANDRIAM U.S. MID CAP EQUITY ETF (IQSM, ETF) and FIRST TRUST NASDAQ BANK ETF (FTXO, ETF).
IQSM vs FTXO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IQSM
$315M
FTXO
$314M
Expense Ratio
Winner
IQSM
0.15%
FTXO
0.60%
Max Drawdown
Winner
IQSM
24.17%
FTXO
57.80%
Sharpe Ratio
IQSM
1.10
Winner
FTXO
1.15
5Y Beta
Winner
IQSM
0.96
FTXO
1.02
P/E Ratio
IQSM
29.93
Winner
FTXO
12.42
Forward P/E
IQSM
17.14
Winner
FTXO
11.40
PEG Ratio
IQSM
N/A
FTXO
0.40
5Y Dividends CAGR
IQSM
N/A
FTXO
2.31%
5Y EPS CAGR
Winner
IQSM
10.37%
FTXO
9.89%
Debt to Equity
Winner
IQSM
19.46%
FTXO
67.09%
P/S Ratio
Winner
IQSM
1.69
FTXO
3.45
P/B Ratio
IQSM
2.88
Winner
FTXO
1.28
IQSM vs FTXO - Holdings Comparison
IQSM and FTXO have 8 common holdings. Overlap is 2.74%
IQSM's top 25 holdings weight is 22.81%. FTXO's top 25 holdings weight is 83.64%.
| Rank | IQSM | FTXO |
|---|---|---|
| #1 | TECHNIPFMC PLC (n/a) - 1.20% | CITIGROUP INC (C) - 8.76% |
| #2 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.15% | BANK OF AMERICA CORP (BAC) - 7.97% |
| #3 | NVENT ELECTRIC PLC (NVT) - 1.14% | JPMORGAN CHASE & CO (JPM) - 7.77% |
| #4 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.11% | TRUIST FINANCIAL CORP (TFC) - 7.51% |
| #5 | FABRINET (FN) - 1.09% | WELLS FARGO & CO (WFC) - 7.24% |
| #6 | TWILIO INC CLASS A (TWLO) - 1.09% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.96% |
| #7 | MASTEC INC (MTZ) - 1.05% | CITIZENS FINANCIAL GROUP INC (CFG) - 3.87% |
| #8 | UNITED THERAPEUTICS CORP (UTHR) - 1.04% | U.S. BANCORP (USB) - 3.84% |
| #9 | XPO INC (XPO) - 1.02% | M&T BANK CORP (MTB) - 3.77% |
| #10 | STERLING INFRASTRUCTURE INC (STRL) - 0.98% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 3.32% |
| #11 | F5 INC (FFIV) - 0.93% | HUNTINGTON BANCSHARES INC (HBAN) - 3.12% |
| #12 | MKS INC (MKSI) - 0.91% | FIFTH THIRD BANCORP (FITB) - 3.04% |
| #13 | AKAMAI TECHNOLOGIES INC (AKAM) - 0.89% | KEYCORP (KEY) - 2.84% |
| #14 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.89% | REGIONS FINANCIAL CORP (RF) - 2.71% |
| #15 | ALBEMARLE CORP (ALB) - 0.85% | EAST WEST BANCORP INC (EWBC) - 1.53% |
| #16 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.83% | WEBSTER FINANCIAL CORP (WBS) - 1.40% |
| #17 | BURLINGTON STORES INC (BURL) - 0.83% | SOUTHSTATE BANK CORP (SSB) - 1.33% |
| #18 | ALCOA CORP (AA) - 0.80% | FIRST HORIZON CORP (FHN) - 1.32% |
| #19 | NEXTPOWER INC CLASS A (NXT) - 0.80% | OLD NATIONAL BANCORP (ONB) - 1.31% |
| #20 | ITT INC (ITT) - 0.72% | UMB FINANCIAL CORP (UMBF) - 1.30% |
| #21 | US FOODS HOLDING CORP (USFD) - 0.72% | VALLEY NATIONAL BANCORP (VLY) - 1.22% |
| #22 | TD SYNNEX CORP (SNX) - 0.70% | ZIONS BANCORP NA (ZION) - 1.18% |
| #23 | EAST WEST BANCORP INC (EWBC) - 0.70% | PROSPERITY BANCSHARES INC (PB) - 1.14% |
| #24 | RAMBUS INC (RMBS) - 0.69% | WESTERN ALLIANCE BANCORP (WAL) - 1.10% |
| #25 | WESCO INTERNATIONAL INC (WCC) - 0.68% | WINTRUST FINANCIAL CORP (WTFC) - 1.09% |
| Total Holdings | 242 | 51 |
IQSM vs FTXO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IQSM
+1.61%
FTXO
+1.39%
3M
IQSM
+5.97%
Winner
FTXO
+6.76%
6M
Winner
IQSM
+10.21%
FTXO
+7.85%
1Y
IQSM
+21.34%
Winner
FTXO
+29.63%
5Y(CAGR)
IQSM
N/A
FTXO
+6.07%
10Y(CAGR)
IQSM
N/A
FTXO
+9.58%
Max(CAGR)
Winner
IQSM
+12.67%
FTXO
+9.58%
IQSM vs FTXO - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | IQSM | FTXO |
|---|---|---|
| 2026 | +9.07% | +3.05% |
| 2025 | +8.28% | +21.84% |
| 2024 | +9.92% | +27.87% |
| 2023 | +16.04% | -0.08% |
| 2022 | +2.29% | -20.09% |
| 2021 | N/A | +40.98% |
| 2020 | N/A | -13.08% |
| 2019 | N/A | +27.81% |
| 2018 | N/A | -21.97% |
| 2017 | N/A | +13.86% |
| 2016 | N/A | +26.36% |
IQSM vs FTXO Drawdown Comparison
The maximum drawdown for IQSM was -23.66%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for FTXO was -55.24%, occurring on Mar 23, 2020. Recovery took 742 trading sessions.
The current IQSM drawdown is -1.98%. The current FTXO drawdown is -4.80%.
| Rank | IQSM | FTXO |
|---|---|---|
| #1 | -23.66% Nov 25, 2024 - Dec 10, 2025 | -55.24% Mar 9, 2018 - Feb 19, 2021 |
| #2 | -16.38% Feb 2, 2023 - Dec 14, 2023 | -46.57% Jan 14, 2022 - Nov 6, 2024 |
| #3 | -8.86% Feb 26, 2026 - Apr 17, 2026 | -25.83% Nov 25, 2024 - Jul 3, 2025 |
| #4 | -8.29% Mar 28, 2024 - Aug 30, 2024 | -16.69% Feb 6, 2026 - Mar 13, 2026 |
| #5 | -6.87% Dec 2, 2022 - Jan 11, 2023 | -14.20% Jun 1, 2021 - Sep 27, 2021 |
| #6 | -4.24% Aug 30, 2024 - Sep 17, 2024 | -12.81% Mar 1, 2017 - Oct 26, 2017 |
| #7 | -3.98% Dec 28, 2023 - Feb 9, 2024 | -11.30% Oct 22, 2021 - Jan 6, 2022 |
| #8 | -3.89% Nov 1, 2022 - Nov 10, 2022 | -9.10% Sep 18, 2025 - Dec 3, 2025 |
| #9 | -3.50% May 6, 2026 - May 26, 2026 | -8.07% Feb 1, 2018 - Mar 9, 2018 |
| #10 | -3.46% Nov 11, 2024 - Nov 22, 2024 | -7.91% Mar 12, 2021 - Apr 29, 2021 |
| #11 | -2.80% Apr 20, 2026 - May 6, 2026 | -6.43% Jul 23, 2025 - Aug 22, 2025 |
| #12 | -2.67% Oct 18, 2024 - Nov 6, 2024 | -5.36% Feb 24, 2021 - Mar 8, 2021 |
| #13 | -2.64% Feb 10, 2026 - Feb 26, 2026 | -5.00% Oct 27, 2017 - Nov 29, 2017 |
| #14 | -2.59% Jan 13, 2023 - Jan 23, 2023 | -4.45% Jan 4, 2017 - Jan 25, 2017 |
| #15 | -2.33% Jan 21, 2026 - Feb 6, 2026 | -4.08% Jan 6, 2026 - Feb 3, 2026 |
Correlation
Correlation between IQSM and FTXO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2016 - 2026)
IQSM vs FTXO dividend yield comparison.
| Year | IQSM | FTXO |
|---|---|---|
| 2026 | 0.21% | 0.19% |
| 2025 | 1.18% | 1.92% |
| 2024 | 1.22% | 2.18% |
| 2023 | 1.11% | 3.20% |
| 2022 | 0.32% | 2.94% |
| 2021 | 0.00% | 1.64% |
| 2020 | 0.00% | 2.74% |
| 2019 | 0.00% | 2.53% |
| 2018 | 0.00% | 3.51% |
| 2017 | 0.00% | 1.09% |
| 2016 | 0.00% | 0.17% |
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