IQSU vs BLUC

Comparison between NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF (IQSU, ETF) and BLUEMONTE LARGE CAP CORE ETF (BLUC, ETF).

IQSU vs BLUC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IQSU(ETF)	BLUC(ETF)
Net Assets	$332M	$331M
Expense Ratio	0.09%	0.23%
Max Drawdown	31.29%	10.78%
Sharpe Ratio	1.50	1.37
5Y Beta	0.99	1.07
P/E Ratio	29.78	N/A
Forward P/E	22.91	N/A
PEG Ratio	0.61	N/A
5Y Dividends CAGR	18.07%	N/A
5Y EPS CAGR	18.18%	N/A
Debt to Equity	46.30%	N/A
P/S Ratio	3.82	N/A
P/B Ratio	6.64	N/A

Net Assets

Winner

IQSU

$332M

BLUC

$331M

Expense Ratio

Winner

IQSU

0.09%

BLUC

0.23%

Max Drawdown

IQSU

31.29%

Winner

BLUC

10.78%

Sharpe Ratio

Winner

IQSU

1.50

BLUC

1.37

5Y Beta

Winner

IQSU

0.99

BLUC

1.07

P/E Ratio

IQSU

29.78

BLUC

N/A

Forward P/E

IQSU

22.91

BLUC

N/A

PEG Ratio

IQSU

0.61

BLUC

N/A

5Y Dividends CAGR

IQSU

18.07%

BLUC

N/A

5Y EPS CAGR

IQSU

18.18%

BLUC

N/A

Debt to Equity

IQSU

46.30%

BLUC

N/A

P/S Ratio

IQSU

3.82

BLUC

N/A

P/B Ratio

IQSU

6.64

BLUC

N/A

IQSU vs BLUC - Holdings Comparison

IQSU and BLUC have 0 common holdings. Overlap is 0.00%

IQSU's top 25 holdings weight is 56.17%. BLUC's top 25 holdings weight is 99.38%.

Rank	IQSU	BLUC
#1	APPLE INC (AAPL) - 10.46%	STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 39.84%
#2	ALPHABET INC CLASS A (GOOGL) - 5.81%	VANGUARD GROWTH ETF (VUG) - 35.06%
#3	AMAZON.COM INC (AMZN) - 5.14%	ISHARES MORNINGSTAR U.S. EQUITY ETF (ILCB) - 19.71%
#4	ALPHABET INC CLASS C (GOOG) - 4.90%	VANGUARD VALUE ETF (VTV) - 4.77%
#5	MICROSOFT CORP (MSFT) - 4.62%	N/A
#6	MICRON TECHNOLOGY INC (MU) - 3.82%	N/A
#7	TESLA INC (TSLA) - 3.63%	N/A
#8	ADVANCED MICRO DEVICES INC (AMD) - 2.61%	N/A
#9	VISA INC CLASS A (V) - 1.56%	N/A
#10	INTEL CORP (INTC) - 1.50%	N/A
#11	CISCO SYSTEMS INC (CSCO) - 1.47%	N/A
#12	LAM RESEARCH CORP (LRCX) - 1.33%	N/A
#13	APPLIED MATERIALS INC (AMAT) - 1.21%	N/A
#14	MASTERCARD INC CLASS A (MA) - 1.10%	N/A
#15	GE AEROSPACE (GE) - 0.99%	N/A
#16	PROCTER & GAMBLE CO (PG) - 0.98%	N/A
#17	BANK OF AMERICA CORP (BAC) - 0.97%	N/A
#18	THE HOME DEPOT INC (HD) - 0.91%	N/A
#19	KLA CORP (KLAC) - 0.85%	N/A
#20	TEXAS INSTRUMENTS INC (TXN) - 0.84%	N/A
#21	TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.31%	N/A
#22	HOWMET AEROSPACE INC (HWM) - 0.30%	N/A
#23	BANK OF NEW YORK MELLON CORP (BNY) - 0.29%	N/A
#24	STRYKER CORP (SYK) - 0.29%	N/A
#25	SYNOPSYS INC (SNPS) - 0.28%	N/A
Total Holdings	228	4

IQSU vs BLUC - Historical Returns

Returns include dividend reinvestment.

Period	IQSU	BLUC
1 month	+2.23%	+0.04%
3 months	+16.96%	+11.82%
6 months	+11.98%	+8.25%
1 year	+27.18%	+22.82%
5 years(CAGR)	+12.47%	N/A
Max(CAGR)	+16.05%	+23.63%

Winner

IQSU

+2.23%

BLUC

+0.04%

Winner

IQSU

+16.96%

BLUC

+11.82%

Winner

IQSU

+11.98%

BLUC

+8.25%

Winner

IQSU

+27.18%

BLUC

+22.82%

5Y(CAGR)

IQSU

+12.47%

BLUC

N/A

Max(CAGR)

IQSU

+16.05%

Winner

BLUC

+23.63%

IQSU vs BLUC - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	IQSU	BLUC
2026	+12.28%	+7.73%
2025	+15.28%	+14.03%
2024	+18.08%	N/A
2023	+33.53%	N/A
2022	-22.45%	N/A
2021	+32.44%	N/A
2020	+27.07%	N/A
2019	+1.24%	N/A

IQSU vs BLUC Drawdown Comparison

The maximum drawdown for IQSU was -31.29%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.

The maximum drawdown for BLUC was -10.68%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.

The current IQSU drawdown is -1.44%. The current BLUC drawdown is -3.71%.

Rank	IQSU	BLUC
#1	-31.29% Feb 19, 2020 - Jul 10, 2020	-10.68% Jan 12, 2026 - Apr 15, 2026
#2	-26.76% Dec 29, 2021 - Dec 12, 2023	-5.65% Jun 2, 2026 - Jun 10, 2026
#3	-20.96% Dec 11, 2024 - Jul 22, 2025	-5.58% Oct 29, 2025 - Dec 24, 2025
#4	-11.18% Jan 28, 2026 - Apr 17, 2026	-2.96% Oct 8, 2025 - Oct 24, 2025
#5	-10.04% Sep 2, 2020 - Nov 25, 2020	-2.35% Jul 28, 2025 - Aug 8, 2025
#6	-9.07% Jul 16, 2024 - Sep 19, 2024	-2.03% May 14, 2026 - May 26, 2026
#7	-5.96% Feb 12, 2021 - Apr 1, 2021	-1.86% Aug 14, 2025 - Aug 27, 2025
#8	-5.92% Sep 3, 2021 - Oct 21, 2021	-1.61% Sep 22, 2025 - Oct 1, 2025
#9	-5.59% Oct 27, 2025 - Dec 10, 2025	-1.54% Aug 28, 2025 - Sep 9, 2025
#10	-5.09% Mar 28, 2024 - May 14, 2024	-1.23% Dec 26, 2025 - Jan 9, 2026
#11	-4.21% May 7, 2021 - Jun 10, 2021	-0.95% Apr 17, 2026 - Apr 22, 2026
#12	-4.17% Jun 4, 2026 - Jun 10, 2026	-0.78% Jul 3, 2025 - Jul 17, 2025
#13	-3.98% Dec 10, 2021 - Dec 23, 2021	-0.65% Apr 27, 2026 - Apr 30, 2026
#14	-3.45% Nov 19, 2021 - Dec 8, 2021	-0.62% Apr 22, 2026 - Apr 24, 2026
#15	-3.41% Oct 6, 2025 - Oct 20, 2025	-0.43% Sep 15, 2025 - Sep 18, 2025