IQSM vs IQSU
Comparison between NYLI CANDRIAM U.S. MID CAP EQUITY ETF (IQSM, ETF) and NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF (IQSU, ETF).
IQSM vs IQSU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IQSM
$315M
Winner
IQSU
$316M
Expense Ratio
IQSM
0.15%
Winner
IQSU
0.09%
Max Drawdown
Winner
IQSM
24.17%
IQSU
31.29%
Sharpe Ratio
IQSM
1.10
Winner
IQSU
1.48
5Y Beta
Winner
IQSM
0.96
IQSU
0.99
P/E Ratio
IQSM
29.93
Winner
IQSU
29.79
Forward P/E
Winner
IQSM
17.14
IQSU
23.34
PEG Ratio
IQSM
N/A
IQSU
0.57
5Y Dividends CAGR
IQSM
N/A
IQSU
18.07%
5Y EPS CAGR
IQSM
10.37%
Winner
IQSU
18.88%
Debt to Equity
Winner
IQSM
19.46%
IQSU
23.12%
P/S Ratio
Winner
IQSM
1.69
IQSU
3.87
P/B Ratio
Winner
IQSM
2.88
IQSU
6.31
IQSM vs IQSU - Holdings Comparison
IQSM and IQSU have 1 common holdings. Overlap is 0.04%
IQSM's top 25 holdings weight is 22.81%. IQSU's top 25 holdings weight is 58.62%.
| Rank | IQSM | IQSU |
|---|---|---|
| #1 | TECHNIPFMC PLC (n/a) - 1.20% | APPLE INC (AAPL) - 10.30% |
| #2 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.15% | ALPHABET INC CLASS A (GOOGL) - 6.29% |
| #3 | NVENT ELECTRIC PLC (NVT) - 1.14% | AMAZON.COM INC (AMZN) - 5.35% |
| #4 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.11% | ALPHABET INC CLASS C (GOOG) - 5.30% |
| #5 | FABRINET (FN) - 1.09% | MICROSOFT CORP (MSFT) - 4.38% |
| #6 | TWILIO INC CLASS A (TWLO) - 1.09% | TESLA INC (TSLA) - 3.74% |
| #7 | MASTEC INC (MTZ) - 1.05% | MICRON TECHNOLOGY INC (MU) - 3.24% |
| #8 | UNITED THERAPEUTICS CORP (UTHR) - 1.04% | ADVANCED MICRO DEVICES INC (AMD) - 2.54% |
| #9 | XPO INC (XPO) - 1.02% | INTEL CORP (INTC) - 1.73% |
| #10 | STERLING INFRASTRUCTURE INC (STRL) - 0.98% | VISA INC CLASS A (V) - 1.61% |
| #11 | F5 INC (FFIV) - 0.93% | CISCO SYSTEMS INC (CSCO) - 1.37% |
| #12 | MKS INC (MKSI) - 0.91% | LAM RESEARCH CORP (LRCX) - 1.29% |
| #13 | AKAMAI TECHNOLOGIES INC (AKAM) - 0.89% | MASTERCARD INC CLASS A (MA) - 1.14% |
| #14 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.89% | APPLIED MATERIALS INC (AMAT) - 1.13% |
| #15 | ALBEMARLE CORP (ALB) - 0.85% | PROCTER & GAMBLE CO (PG) - 1.00% |
| #16 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.83% | GE AEROSPACE (GE) - 0.99% |
| #17 | BURLINGTON STORES INC (BURL) - 0.83% | BANK OF AMERICA CORP (BAC) - 0.98% |
| #18 | ALCOA CORP (AA) - 0.80% | GE VERNOVA INC (GEV) - 0.91% |
| #19 | NEXTPOWER INC CLASS A (NXT) - 0.80% | THE HOME DEPOT INC (HD) - 0.91% |
| #20 | ITT INC (ITT) - 0.72% | TEXAS INSTRUMENTS INC (TXN) - 0.89% |
| #21 | US FOODS HOLDING CORP (USFD) - 0.72% | KLA CORP (KLAC) - 0.84% |
| #22 | TD SYNNEX CORP (SNX) - 0.70% | QUALCOMM INC (QCOM) - 0.78% |
| #23 | EAST WEST BANCORP INC (EWBC) - 0.70% | LINDE PLC (LIN) - 0.70% |
| #24 | RAMBUS INC (RMBS) - 0.69% | ANALOG DEVICES INC (ADI) - 0.61% |
| #25 | WESCO INTERNATIONAL INC (WCC) - 0.68% | VERIZON COMMUNICATIONS INC (VZ) - 0.60% |
| Total Holdings | 242 | 265 |
IQSM vs IQSU - Historical Returns
Returns include dividend reinvestment.
1M
IQSM
+1.61%
Winner
IQSU
+2.85%
3M
IQSM
+5.97%
Winner
IQSU
+12.15%
6M
IQSM
+10.21%
Winner
IQSU
+10.70%
1Y
IQSM
+21.34%
Winner
IQSU
+27.27%
5Y(CAGR)
IQSM
N/A
IQSU
+12.33%
Max(CAGR)
IQSM
+12.67%
Winner
IQSU
+15.86%
IQSM vs IQSU - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IQSM | IQSU |
|---|---|---|
| 2026 | +9.07% | +10.77% |
| 2025 | +8.28% | +15.28% |
| 2024 | +9.92% | +18.08% |
| 2023 | +16.04% | +33.53% |
| 2022 | +2.29% | -22.45% |
| 2021 | N/A | +32.44% |
| 2020 | N/A | +27.07% |
| 2019 | N/A | +1.24% |
IQSM vs IQSU Drawdown Comparison
The maximum drawdown for IQSM was -23.66%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for IQSU was -31.29%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current IQSM drawdown is -1.98%. The current IQSU drawdown is -2.77%.
| Rank | IQSM | IQSU |
|---|---|---|
| #1 | -23.66% Nov 25, 2024 - Dec 10, 2025 | -31.29% Feb 19, 2020 - Jul 10, 2020 |
| #2 | -16.38% Feb 2, 2023 - Dec 14, 2023 | -26.76% Dec 29, 2021 - Dec 12, 2023 |
| #3 | -8.86% Feb 26, 2026 - Apr 17, 2026 | -20.96% Dec 11, 2024 - Jul 22, 2025 |
| #4 | -8.29% Mar 28, 2024 - Aug 30, 2024 | -11.18% Jan 28, 2026 - Apr 17, 2026 |
| #5 | -6.87% Dec 2, 2022 - Jan 11, 2023 | -10.04% Sep 2, 2020 - Nov 25, 2020 |
| #6 | -4.24% Aug 30, 2024 - Sep 17, 2024 | -9.07% Jul 16, 2024 - Sep 19, 2024 |
| #7 | -3.98% Dec 28, 2023 - Feb 9, 2024 | -5.96% Feb 12, 2021 - Apr 1, 2021 |
| #8 | -3.89% Nov 1, 2022 - Nov 10, 2022 | -5.92% Sep 3, 2021 - Oct 21, 2021 |
| #9 | -3.50% May 6, 2026 - May 26, 2026 | -5.59% Oct 27, 2025 - Dec 10, 2025 |
| #10 | -3.46% Nov 11, 2024 - Nov 22, 2024 | -5.09% Mar 28, 2024 - May 14, 2024 |
| #11 | -2.80% Apr 20, 2026 - May 6, 2026 | -4.21% May 7, 2021 - Jun 10, 2021 |
| #12 | -2.67% Oct 18, 2024 - Nov 6, 2024 | -3.98% Dec 10, 2021 - Dec 23, 2021 |
| #13 | -2.64% Feb 10, 2026 - Feb 26, 2026 | -3.45% Nov 19, 2021 - Dec 8, 2021 |
| #14 | -2.59% Jan 13, 2023 - Jan 23, 2023 | -3.41% Oct 6, 2025 - Oct 20, 2025 |
| #15 | -2.33% Jan 21, 2026 - Feb 6, 2026 | -3.29% Jan 25, 2021 - Feb 4, 2021 |
Correlation
Correlation between IQSM and IQSU is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2020 - 2026)
IQSM vs IQSU dividend yield comparison.
| Year | IQSM | IQSU |
|---|---|---|
| 2026 | 0.21% | 0.21% |
| 2025 | 1.18% | 1.09% |
| 2024 | 1.22% | 1.12% |
| 2023 | 1.11% | 1.15% |
| 2022 | 0.32% | 1.47% |
| 2021 | 0.00% | 1.07% |
| 2020 | 0.00% | 0.98% |
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