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IQSM vs SPY

Comparison between NYLI CANDRIAM U.S. MID CAP EQUITY ETF (IQSM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

IQSM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IQSM
$337M
Winner
SPY
$781B
Expense Ratio
IQSM
0.15%
Winner
SPY
0.09%
Max Drawdown
Winner
IQSM
24.17%
SPY
56.47%
Sharpe Ratio
IQSM
1.07
Winner
SPY
1.25
5Y Beta
Winner
IQSM
0.95
SPY
1.00
P/E Ratio
IQSM
33.08
Winner
SPY
28.78
Forward P/E
Winner
IQSM
16.93
SPY
21.23
5Y Dividends CAGR
IQSM
N/A
SPY
6.00%
5Y EPS CAGR
IQSM
9.65%
Winner
SPY
25.62%
Debt to Equity
IQSM
39.55%
Winner
SPY
31.92%
P/S Ratio
Winner
IQSM
1.73
SPY
3.76
P/B Ratio
Winner
IQSM
2.97
SPY
5.64

IQSM vs SPY - Holdings Comparison

IQSM and SPY have 52 common holdings. Overlap is 0.99%

IQSM's top 25 holdings weight is 19.83%. SPY's top 25 holdings weight is 51.74%.

RankIQSMSPY
#1
REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.34%
NVIDIA CORP (NVDA) - 7.89%
#2
TWILIO INC CLASS A (TWLO) - 1.10%
APPLE INC (AAPL) - 7.37%
#3
MODERNA INC (MRNA) - 0.96%
MICROSOFT CORP (MSFT) - 4.50%
#4
NVENT ELECTRIC PLC (NVT) - 0.94%
AMAZON.COM INC (AMZN) - 3.82%
#5
OKTA INC CLASS A (OKTA) - 0.94%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
F5 INC (FFIV) - 0.92%
BROADCOM INC (AVGO) - 2.86%
#7
US FOODS HOLDING CORP (USFD) - 0.91%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
MKS INC (MKSI) - 0.89%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.88%
TESLA INC (TSLA) - 1.70%
#10
GUARDANT HEALTH INC (GH) - 0.80%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
BURLINGTON STORES INC (BURL) - 0.80%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.77%
ELI LILLY AND CO (LLY) - 1.40%
#13
VIATRIS INC (VTRS) - 0.74%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
TD SYNNEX CORP (SNX) - 0.68%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
ROKU INC CLASS A (ROKU) - 0.68%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
LATTICE SEMICONDUCTOR CORP (LSCC) - 0.68%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
NEUROCRINE BIOSCIENCES INC (NBIX) - 0.68%
VISA INC CLASS A (V) - 0.90%
#18
STERLING INFRASTRUCTURE INC (STRL) - 0.67%
WALMART INC (WMT) - 0.76%
#19
KIMCO REALTY CORP (KIM) - 0.67%
INTEL CORP (INTC) - 0.75%
#20
IDEX CORP (IEX) - 0.64%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
BALL CORP (BALL) - 0.64%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.64%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 0.64%
ABBVIE INC (ABBV) - 0.66%
#24
AKAMAI TECHNOLOGIES INC (AKAM) - 0.61%
CATERPILLAR INC (CAT) - 0.65%
#25
HEALTHPEAK PROPERTIES INC (DOC) - 0.61%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings249505

IQSM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IQSM
+0.97%
SPY
+0.52%
3M
IQSM
+4.98%
Winner
SPY
+6.55%
6M
IQSM
+7.59%
Winner
SPY
+9.76%
1Y
Winner
IQSM
+21.30%
SPY
+20.32%
5Y(CAGR)
IQSM
N/A
SPY
+13.01%
10Y(CAGR)
IQSM
N/A
SPY
+15.06%
Max(CAGR)
Winner
IQSM
+13.17%
SPY
+8.50%

IQSM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIQSMSPY
2026+12.55%+10.11%
2025+8.28%+18.00%
2024+9.92%+25.59%
2023+16.04%+26.72%
2022+2.29%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

IQSM vs SPY Drawdown Comparison

The maximum drawdown for IQSM was -23.66%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IQSM drawdown is -1.57%. The current SPY drawdown is -1.24%.

RankIQSMSPY
#1-23.66%
Nov 25, 2024 - Dec 10, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-16.38%
Feb 2, 2023 - Dec 14, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.86%
Feb 26, 2026 - Apr 17, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.29%
Mar 28, 2024 - Aug 30, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.87%
Dec 2, 2022 - Jan 11, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.24%
Aug 30, 2024 - Sep 17, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.98%
Dec 28, 2023 - Feb 9, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.89%
Nov 1, 2022 - Nov 10, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.50%
May 6, 2026 - May 26, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.46%
Nov 11, 2024 - Nov 22, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.80%
Apr 20, 2026 - May 6, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.67%
Oct 18, 2024 - Nov 6, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.65%
Jun 4, 2026 - Jun 12, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.64%
Feb 10, 2026 - Feb 26, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.59%
Jan 13, 2023 - Jan 23, 2023		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IQSM and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

IQSM vs SPY dividend yield comparison.

YearIQSMSPY
20260.47%0.49%
20251.18%1.07%
20241.22%1.21%
20231.11%1.40%
20220.32%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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