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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. | +1.73%  | +1.01% | +36.23%  | +40.92%  | N/A | +3.77% | +3.77% | +4.31% | |
| Flows |
Key fund info
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | +1.01% | +36.23% | +40.92% | 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 | €1.33B |
HFXI | NYLI FTSE International Equity Currency Neutral ETF | €1.28B |
QAI | NYLI Hedge Multi-Strategy Tracker ETF | €664M |
IWLG | NYLI Winslow Large Cap Growth ETF | €568M |
MMIN | NYLI MacKay Muni Insured ETF | €362M |
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 €247M in assets as of April 8, 2026.
How has IQSM performed lately?
Based on data from April 8, 2026, IQSM returned 1.73% over the past month, 1.01% over the last three months and 4.31% year-to-date.
What are the latest inflows or outflows for IQSM?
As of April 8, 2026, IQSM recorded net flows of +€11M over the last month and +€63M year-to-date.
Does IQSM distribute dividends?
IQSM follows a distributing dividend policy, meaning it pays out income to investors. As of April 8, 2026, its 12-month trailing yield was 1.13%.
What are the main country or region exposures of IQSM?
As of February 28, 2026, IQSM has significant geographic allocations in USA, Bermuda and Ireland.
In which sector or theme does IQSM invest in?
As of February 28, 2026, IQSM focuses largely on Industrials, Information Technology and Health Care.
How many securities does IQSM hold and how diversified is it?
As of February 28, 2026, IQSM holds 224 positions in its portfolio, with 14.77% of assets concentrated in its top 15 holdings.
What are the main positions in IQSM?
As of February 28, 2026, IQSM top three holdings include LUMENTUM HOLDINGS, BLOOM ENERGY CORP and TECHNIPFMC PLC.
What is the base currency of IQSM?
The base currency of IQSM is USD.
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