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