SCHX vs IQSU
YTDYear to date
IQSU wins+1.1 pts
Past year
IQSU wins+2.3 pts
Fee
SCHX winslower fee
Yield
SCHX wins+0.1 pts
AUM
SCHX218.2× more
2–2level
SCHX and IQSU · year-to-date · as of Nov 4, 2026 · AUM not scored
IQSU vs S&P 500
5Y$61.10 · +0.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5Y ▼MAX
Total return+0.1%−3.8%−2.6%+12.4%+13.7%+75.7%+63.4%+163.5%
Peer average+0.2%−1.7%−1.7%+12.9%+14.3%+86.8%+70.3%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
NY Life Investments IQSU and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
IQSU’s Holdings
TodayAAPLApple10.8%MSFT5.5%AMZN4.9%GOOGL4.4%GOOG3.8%TSLA3.8%MU2.7%AMD2.4%V2.0%MA1.5%CSCO1.2%PG1.1%KO1.1%HD1.0%AMAT0.9%BAC0.9%LRCX0.9%PANW0.8%INTC0.8%246 more
TechnologyCommunication ServicesConsumer CyclicalFinancial ServicesIndustrialsOther
NY Life Investments IQSU · 268 holdings · tile size = share of the fund · as of Nov 3, 2026
All 29 US Large Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | U.S. Large-CapReadDesk | 0.03% | 1.1% | +11.3% | +11.3% | $72.9B | |
| 2 | SCHG | U.S. Large-Cap GrowthReadDesk | 0.04% | 0.4% | +5.5% | +5.5% | $61.1B | |
| 3 | VV | Morningstar Large-CapReadDesk | 0.03% | 1.0% | +11.3% | +11.3% | $54.1B | |
| 4 | AVLV | Avantis U.S. Large Cap ValueReadDesk | 0.15% | 1.1% | +24.8% | +24.8% | $22.6B | |
| 5 | SCHV | U.S. Large-Cap ValueReadDesk | 0.04% | 1.8% | +18.4% | +18.4% | $15.7B | |
| 6 | GSLC | Goldman Sachs ActiveBeta U.S. Large Cap EquityReadDesk | 0.09% | 1.0% | +9.8% | +9.8% | $14.9B | |
| 7 | FELC | Fidelity Enhanced Large Cap CoreReadDesk | 0.18% | 0.8% | +12.7% | +12.7% | $8.6B | |
| 8 | BKLC | BNY Mellon US Large Cap Core EquityReadDesk | 0.00% | 2.2% | +12.1% | +12.1% | $6.9B | |
| 9 | FELG | Fidelity Enhanced Large Cap GrowthReadDesk | 0.18% | 0.4% | +1.4% | +1.4% | $5.8B | |
| 10 | FELV | Fidelity Enhanced Large Cap ValueReadDesk | 0.18% | 1.4% | +25.5% | +25.5% | $3.4B | |
| 11 | GSEW | Goldman Sachs Equal Weight U.S. Large Cap EquityReadDesk | 0.09% | 1.4% | +15.2% | +15.2% | $2.2B | |
| 12 | FLQL | Franklin U.S. Large Cap MultifactorReadDesk | 0.15% | 1.1% | +10.6% | +10.6% | $2.1B | |
| 13 | DFAL | Dimensional Trust - Dimensional US Large Cap Core Equity MarketReadDesk | 0.13% | 0.2% | new | new | $1.7B | |
| 14 | SEIV | SEI QiM U.S. Large Cap Value ActiveReadDesk | 0.15% | 1.6% | +20.7% | +20.7% | $1.6B | |
| 15 | AVLC | Avantis U.S. Large Cap EquityReadDesk | 0.15% | 0.9% | +15.0% | +15.0% | $1.6B | |
| 16 | SEIM | SEI QiM U.S. Large Cap Momentum ActiveReadDesk | 0.15% | 0.6% | +10.3% | +10.3% | $1.5B |
1–16 of 29Page 1 of 2
US Large Cap · current AUM · as of Nov 4, 2026
IQSU Payouts by Year
8YLatest payout, Sep 2026
$0.12
a share · every quarter
0.9% yield
0.9% yield
8 years added up
$3.26 a share
$3.26 a share
NY Life Investments IQSU · per-share distributions by ex-date · 2019–2026
IQSU’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab U.S. Large-Cap ETFReadVersus | 0.03% | 1.1% | +0.4% | +11.3% | +11.4% | $72.9B | |
| 2 | SCHG | Schwab U.S. Large-Cap Growth ETFReadVersus | 0.04% | 0.4% | +0.9% | +5.5% | +3.2% | $61.1B | |
| 3 | VV | Vanguard Morningstar Large-Cap ETFReadVersus | 0.03% | 1.0% | +0.4% | +11.3% | +11.3% | $54.1B | |
| 4 | AVLV | Avantis U.S. Large Cap Value ETFReadVersus | 0.15% | 1.1% | −0.3% | +24.8% | +30.5% | $22.6B | |
| 5 | SCHV | Schwab U.S. Large-Cap Value ETFReadVersus | 0.04% | 1.8% | −0.3% | +18.4% | +22.0% | $15.7B | |
| 6 | IQSU | NYLI Candriam U.S. Large Cap Equity ETFThis fund | 0.09% | 0.9% | +0.1% | +12.4% | +13.7% | $334M |
#12 of 26 this year · #7 cheapest of 29 · sorted by assetsOpen the Low-Cost Core table →
IQSU and its peer group · total return · as of Nov 4, 2026
Cards for This View
IQSU’s Top 10 Holdings
Today41.8%of IQSU sits in these 10
NY Life Investments IQSU · weight in the fund · as of Nov 3, 2026
IQSU’s Holdings
TodayAAPLApple10.8%MSFT5.5%AMZN4.9%GOOGL4.4%GOOG3.8%TSLA3.8%MU2.7%AMD2.4%V2.0%MA1.5%CSCO1.2%PG1.1%KO1.1%HD1.0%AMAT0.9%BAC0.9%LRCX0.9%PANW0.8%INTC0.8%246 more
TechnologyCommunication ServicesConsumer CyclicalFinancial ServicesIndustrialsOther
NY Life Investments IQSU · 268 holdings · tile size = share of the fund · as of Nov 3, 2026
IQSU vs Peer Average
YTDIQSUAvsBPeer average
1D+0.1%+0.2%
1M−3.8%−1.7%
3M−2.6%−1.7%
YTD+12.4%+12.9%
1Y+13.7%+14.3%
3Y+75.7%+86.8%
5Y+63.4%+70.3%
0–7Peer average wins
28 US large cap peers · each row scaled to its leader