Compare · 2 funds side by side · dividends reinvested

IQSU and FELV

IQSUNY Life Investments×FELVFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,718IQSU · best of the two

02 / 04

IQSU and FELV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Enhanced Large Cap Value ETF Low-Cost Core · US large cap0.18%1.35%+28.2%+32.4%[…][…]−6.8%10.9%$3.4B1.2

NYLI Candriam U.S. Large Cap Equity ETFLow-Cost Core · US large cap0.09%0.91%+14.6%+16.1%+20.9%+10.8%−11.2%14.4%$341M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: IQSU 2019 · FELV 2007

Head to Head

Swap sides Versus in desk

Head to Head

NYLI Candriam U.S. Large Cap Equity ETF · $341M$16,718

IQSU

FELV

Fidelity Enhanced Large Cap Value ETF · $3.4B[…]

$10,000 five years ago, dividends reinvested · they hold 39.3% in common

IQSUMeasureFELV

+14.6%Year to dateJan 1 → Nov 4+28.2%

+16.1%1 yearTotal return+32.4%

+20.9%3 years · per year$10,000 became $17,685 · […][…]

+10.8%5 years · per year$10,000 became $16,718 · […][…]

0.09%Expense ratio$9 · $18 a year on $10k · lower is better0.18%

0.91%Trailing 12-mo yield$91 · $135 a year on $10k1.35%

−11.2%Worst dropSmaller is better−6.8%

14.4%VolatilityLower is calmer10.9%

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

1–5FELV wins

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

More Ways to See the Pairs

IQSU vs FELV: Top 5 Holdings

Today

IQSU

29.4%in top 5

FELV

in top 522.2%

IQSUStockFELV

10.6%AAPL6.0%

5.0%AMZN5.9%

5.6%MSFT4.5%

4.4%GOOGLnot top 5

3.8%GOOGnot top 5

not top 5BRK-B3.2%

not top 5JPM2.5%

Held in common39.3%

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

IQSU vs FELV Returns, Every Period

NY Life InvestmentsIQSU

+16.1%

past year

FELVFidelity

+32.4%

past year

IQSUFELVFaded: behind in that period

0–2FELV wins

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

IQSU vs FELV

YTD

NY Life InvestmentsIQSU

+14.6%

FELVFidelity

+28.2%

+14.6%Year to date+28.2%

−11.2%Worst drop · 1Y−6.8%

14.4%Volatility · 1Y10.9%

0.9%Yield1.3%

$341MAssets$3.4B

4–0FELV wins

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

Cost, Income and Risk

Fees: IQSU, FELV

Today

0.09%lowest, IQSU

FundExpense ratioFee$10k

IQSU0.09%$9

FELV0.18%$18

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

Yields: IQSU, FELV

1.35%highest, FELV

FundTrailing yieldYield$10k

FELV1.35%$135

IQSU0.91%$91

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

Income After Fees on $10,000

$117most kept, FELV

FELV$135 − $18 = $117

IQSU$91 − $9 = $82

KeptFee

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

Overlap: IQSU, FELV

Today

39.3%most shared, IQSU and FELV

IQSUFELV

IQSU—39.3%

FELV39.3%—

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

Return vs Bumpiness: 2 ETFs

+32.4%FELV, at 10.9% volatility

FELVWorst drop−6.8%10.9% vol

IQSUWorst drop−11.2%14.4% vol

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

Paid More vs Made More

YTD

FELVIQSU

+28.2%Year to date+14.6%

1.3%Yield0.9%

+32.4%Past year+16.1%

0.18%Fee0.09%

3–1FELV wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026