IQSM vs IWR

AIQSM

BIWR

Measures won1–4IWR wins · of 6 · 5Y

$10,000 · 5Y$13,924IWR

Lowest cost0.15%IQSM · $15 on $10k

Most income1.18%IWR · $118 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common16.6%IQSM and IWR

IQSM

IWR

NYLI Candriam U.S. Mid Cap Equity ETF · $422MiShares Russell Mid-Cap ETF · $56.8B

+16.9%3 years · per year$15,981 · $16,955+19.2%

[…]5 years · per year[…] · $13,924+6.8%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

1.06%12-mo yield$106 · $118 on $10k1.18%

−8.9%Worst dropSmaller wins−8.2%

15.1%VolatilityLower wins13.8%

1–4IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIQSM · IWR

1.0%USFD0.2%

0.9%VTRS0.2%

0.9%PTC0.2%

0.9%ROKU0.2%

Held in common16.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.8B
2	AIQSM	NYLI Candriam U.S. Mid Cap Equity ETFRead Desk		0.15%	1.06%	+0.5%	+12.6%	+15.3%	+16.9%	new	−8.9%	$422M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.8B
2	AIQSM	NYLI Candriam U.S. Mid Cap Equity ETFRead Desk		0.15%	1.06%	+0.5%	+12.6%	+15.3%	+16.9%	new	−8.9%	$422M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IQSM vs IWR

IQSM

NYLI Candriam U.S. Mid Cap Equity

[…]

IWR

iShares Russell Mid-Cap

$13,924

MeasureIQSMIWR

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.06%1.18%

5 years, per year[…]+6.8%

3 years, per year+16.9%+19.2%

Worst drop · 1Y−8.9%−8.2%

Volatility · 1Y15.1%13.8%

4–1measures won
IWR first

16.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IQSM, IWR

Today

16.6%most shared, IQSM and IWR

IQSMIWR

IQSM—16.6%

IWR16.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

IQSM$106 − $15 = $91

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee