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IQSM ETF · NYLI Candriam U.S. Mid Cap Equity ETF
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | +8.46%  | +1.37%  | +24.04% | +41.71% | N/A | +5.31% | +5.31% | +5.85% | |
| Flows |
Key fund info
Essentials
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | +1.38% | +24.04% | +41.71% | N/A |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
Exposure
Sustainability
ESG Consensus® by Conser
Our partner Conser gathers the industry's consensus on the business practices of the underlying holdings. We have computed the following metrics about IQSM ETF's sustainability, based on their methodology.
ESG Consensus® is based on the Final Sustainability Grade, which itself consists of 10 grades. Our partner Conser calculates the exact grade, based on market intelligence, using their proprietary ESG Consensus® methodology.
IQSM’s has a Final Sustainability Grade of either A+, A, or A-.
Replication
Issuer
| AuM | ||
|---|---|---|
MMIT | NYLI MacKay Muni Intermediate ETF | €1.34B |
HFXI | NYLI FTSE International Equity Currency Neutral ETF | €1.31B |
QAI | NYLI Hedge Multi-Strategy Tracker ETF | €728M |
MMIN | NYLI MacKay Muni Insured ETF | €363M |
IWLG | NYLI Winslow Large Cap Growth ETF | €268M |
Frequently asked questions about IQSM
What does NYLI Candriam U.S. Mid Cap Equity ETF, IQSM, invest in?
IQSM is a Passive ETF. This ETF provides exposure to Mid Cap US Equities.
Which benchmark or index does IQSM replicate?
IQSM tracks the NYLI Candriam U.S. Mid Cap Equity Index - USD, through a full replication replication method.
What is the Total Expense ratio (TER) of IQSM?
IQSM carries a total expense ratio (TER) of 0.16%, indicating the annual cost for holding the fund.
When was IQSM launched?
IQSM was introduced to the market on October 25, 2022. It trades on United States
Who is the ETF issuer of IQSM?
NYLI Candriam U.S. Mid Cap Equity ETF, IQSM, is provided by New York Life Investments. Learn more about New York Life Investments here.
What is the current assets under management (AUM) of IQSM?
IQSM oversees €264M in assets as of April 29, 2026.
How has IQSM performed lately?
Based on data from April 29, 2026, IQSM returned 8.46% over the past month, 1.37% over the last three months and 5.85% year-to-date.
What are the latest inflows or outflows for IQSM?
As of April 29, 2026, IQSM recorded net flows of +€14M over the last month and +€76M year-to-date.
Does IQSM distribute dividends?
IQSM follows a distributing dividend policy, meaning it pays out income to investors. As of April 29, 2026, its 12-month trailing yield was 1.12%.
What are the main country or region exposures of IQSM?
As of March 31, 2026, IQSM has significant geographic allocations in USA, Bermuda and Ireland.
In which sector or theme does IQSM invest in?
As of March 31, 2026, IQSM focuses largely on Industrials, Information Technology and Health Care.
How many securities does IQSM hold and how diversified is it?
As of March 31, 2026, IQSM holds 227 positions in its portfolio, with 13.80% of assets concentrated in its top 15 holdings.
What are the main positions in IQSM?
As of March 31, 2026, IQSM top three holdings include TECHNIPFMC PLC, UTD THERAPEUT and XPO LOGISTICS.
What is the base currency of IQSM?
The base currency of IQSM is USD.
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