Compare · 2 funds side by side · dividends reinvested

IQSM and IJH

IQSMNY Life Investments×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,303IJH · best of the two

02 / 04

IQSM and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B1.4

NYLI Candriam U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.15%1.04%+14.7%+16.9%+18.3%[…]−8.9%14.6%$432M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IQSM 2022 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

NYLI Candriam U.S. Mid Cap Equity ETF · $432M[…]

IQSM

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,303

$10,000 five years ago, dividends reinvested · they hold 41.8% in common

IQSMMeasureIJH

+14.7%Year to dateJan 1 → Nov 3+13.2%

+16.9%1 yearTotal return+15.7%

+18.3%3 years · per year$10,000 became $16,566 · $16,625+18.5%

[…]5 years · per year$10,000 became […] · $14,303+7.4%

0.15%Expense ratio$15 · $5 a year on $10k · lower is better0.05%

1.04%Trailing 12-mo yield$104 · $122 a year on $10k1.22%

−8.9%Worst dropSmaller is better−8.8%

14.6%VolatilityLower is calmer15.0%

IQSMIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4IJH wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IQSM vs IJH: Top 5 Holdings

Today

IQSM

4.4%in top 5

IJH

in top 53.9%

IQSMStockIJH

not top 5OKTA1.0%

0.9%USFDnot top 5

0.9%GHnot top 5

0.9%VTRSnot top 5

0.9%PTCnot top 5

0.8%ROKUnot top 5

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ENTG0.7%

not top 5ATI0.7%

Held in common41.8%

End-of-day Nov 3, 2026 · share of each fund

IQSM vs IJH Returns, Every Period

NY Life InvestmentsIQSM

+16.9%

past year

IJHiShares

+15.7%

past year

IQSMIJHFaded: behind in that period

2–1IQSM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IQSM vs IJH

YTD

NY Life InvestmentsIQSM

+14.7%

IJHiShares

+13.2%

+14.7%Year to date+13.2%

−8.9%Worst drop · 1Y−8.8%

14.6%Volatility · 1Y15.0%

1.0%Yield1.2%

$432MAssets$125B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IQSM, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IQSM0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IQSM, IJH

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

IQSM1.04%$104

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

IQSM$104 − $15 = $89

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IQSM, IJH

Today

41.8%most shared, IQSM and IJH

IQSMIJH

IQSM—41.8%

IJH41.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.9%IQSM, at 14.6% volatility

IQSMWorst drop−8.9%14.6% vol

IJHWorst drop−8.8%15.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IJHIQSM

+13.2%Year to date+14.7%

1.2%Yield1.0%

+15.7%Past year+16.9%

0.05%Fee0.15%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026