Compare · 2 funds side by side · dividends reinvested

IQSM and IWR

IQSMNY Life Investments×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,596IWR · best of the two

02 / 04

IQSM and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.3

NYLI Candriam U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.15%1.03%+16.3%+19.1%+18.5%[…]−8.9%14.6%$432M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: IQSM 2022 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

IQSM

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,596

$10,000 five years ago, dividends reinvested · they hold 16.6% in common

IQSMMeasureIWR

+16.3%Year to dateJan 1 → Nov 4+16.9%

+19.1%1 yearTotal return+18.2%

+18.5%3 years · per year$10,000 became $16,661 · $17,790+21.2%

[…]5 years · per year$10,000 became […] · $14,596+7.9%

0.15%Expense ratio$15 · $18 a year on $10k · lower is better0.18%

1.03%Trailing 12-mo yield$103 · $114 a year on $10k1.14%

−8.9%Worst dropSmaller is better−8.2%

14.6%VolatilityLower is calmer13.4%

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

2–5IWR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IQSM vs IWR: Top 5 Holdings

Today

IQSM

4.4%in top 5

IWR

in top 53.7%

IQSMStockIWR

not top 5MPC0.9%

0.9%GHnot top 5

0.9%USFDnot top 5

0.9%VTRSnot top 5

0.9%PTCnot top 5

0.9%ROKUnot top 5

not top 5PSX0.8%

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

Held in common16.6%

End-of-day Nov 4, 2026 · share of each fund

IQSM vs IWR Returns, Every Period

NY Life InvestmentsIQSM

+19.1%

past year

IWRiShares

+18.2%

past year

IQSMIWRFaded: behind in that period

1–2IWR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IQSM vs IWR

YTD

NY Life InvestmentsIQSM

+16.3%

IWRiShares

+16.9%

+16.3%Year to date+16.9%

−8.9%Worst drop · 1Y−8.2%

14.6%Volatility · 1Y13.4%

1.0%Yield1.1%

$432MAssets$58.2B

4–0IWR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IQSM, IWR

Today

0.15%lowest, IQSM

FundExpense ratioFee$10k

IQSM0.15%$15

IWR0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IQSM, IWR

1.14%highest, IWR

FundTrailing yieldYield$10k

IWR1.14%$114

IQSM1.03%$103

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

IQSM$103 − $15 = $88

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IQSM, IWR

Today

16.6%most shared, IQSM and IWR

IQSMIWR

IQSM—16.6%

IWR16.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.1%IQSM, at 14.6% volatility

IWRWorst drop−8.2%13.4% vol

IQSMWorst drop−8.9%14.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWRIQSM

+16.9%Year to date+16.3%

1.1%Yield1.0%

+18.2%Past year+19.1%

0.18%Fee0.15%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026