Compare · 2 funds side by side · dividends reinvested

IQSM and VO

IQSMNY Life Investments×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,977VO · best of the two

02 / 04

IQSM and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B1.3

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%$432M1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: IQSM 2022 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

IQSM

Vanguard Morningstar Mid-Cap ETF · $103B$13,977

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IQSMMeasureVO

+14.7%Year to dateJan 1 → Nov 3+13.8%

+16.9%1 yearTotal return+13.9%

+18.3%3 years · per year$10,000 became $16,566 · $17,496+20.5%

[…]5 years · per year$10,000 became […] · $13,977+6.9%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.04%Trailing 12-mo yield$104 · $135 a year on $10k1.35%

−8.9%Worst dropSmaller is better−8.2%

14.6%VolatilityLower is calmer12.4%

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

2–5VO 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 VO: Top 5 Holdings

Today

IQSM

4.4%in top 5

in top 55.3%

IQSMStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

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

Held in common0.0%

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

IQSM vs VO Returns, Every Period

NY Life InvestmentsIQSM

+16.9%

past year

VOVanguard

+13.9%

past year

IQSMVOFaded: behind in that period

2–1IQSM wins

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

IQSM vs VO

YTD

NY Life InvestmentsIQSM

+14.7%

VOVanguard

+13.8%

+14.7%Year to date+13.8%

−8.9%Worst drop · 1Y−8.2%

14.6%Volatility · 1Y12.4%

1.0%Yield1.3%

$432MAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: IQSM, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IQSM0.15%$15

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

Yields: IQSM, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IQSM1.04%$104

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IQSM$104 − $15 = $89

KeptFee

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

Overlap: IQSM, VO

Today

0.0%most shared, IQSM and VO

IQSMVO

IQSM—0.0%

VO0.0%—

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

VOWorst drop−8.2%12.4% vol

IQSMWorst drop−8.9%14.6% vol

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

Paid More vs Made More

YTD

VOIQSM

+13.8%Year to date+14.7%

1.3%Yield1.0%

+13.9%Past year+16.9%

0.03%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