ETF overview
The NYLI Candriam U.S. Mid Cap Equity ETF, trading under the symbol IQSM, strives to replicate the overall financial performance—both capital appreciation and income generation—of the NYLI Candriam U.S. Mid Cap Equity Index, prior to accounting for fees and operating costs. This fund passively tracks an index designed to offer investors access to shares of U.S. companies with medium market capitalizations, specifically those that fulfill environmental, social, and governance (ESG) benchmarks originally developed by Candriam.
Fund facts
- Expense ratio
- 0.15%
- Fund assets
- 356.68M USD (all share classes)
- Issuer
- NY Life Investments
- Inception date
- Oct 25, 2022
- Number of holdings
- 246
Breakdown
Holdings (246)
| Name | Ticker | Weight |
|---|---|---|
| US Foods Holding Corp. | USFD | 0.92% |
| Viatris, Inc. | VTRS | 0.89% |
| PTC Inc. | PTC | 0.88% |
| Roku, Inc. Class A | ROKU | 0.85% |
| Guardant Health, Inc. | GH | 0.84% |
| HF Sinclair Corporation | DINO | 0.78% |
| IDEX Corporation | IEX | 0.73% |
| ITT, Inc. | ITT | 0.73% |
| Best Buy Co., Inc. | BBY | 0.72% |
| TD SYNNEX Corporation | SNX | 0.72% |
| and 233 more | ||
Similar ETFs
- BNY Mellon US Mid Cap Core Equity ETFBKMC · Overlap 65% · Expense ratio 0.04%
- Schwab U.S. Mid-Cap ETFSCHM · Overlap 49% · Expense ratio 0.03%
- JPMorgan BetaBuilders U.S. Mid Cap Equity ETFBBMC · Overlap 47% · Expense ratio 0.07%
- iShares ESG Select Screened S&P Mid-Cap ETFXJH · Overlap 46% · Expense ratio 0.12%
- State Street SPDR Portfolio S&P 400 Mid Cap ETFSPMD · Overlap 43% · Expense ratio 0.03%
- iShares Core S&P Mid-Cap ETFIJH · Overlap 43% · Expense ratio 0.05%
- State Street SPDR S&P MIDCAP 400 ETF TrustMDY · Overlap 43% · Expense ratio 0.23%
- Vanguard S&P Mid-Cap 400 ETFIVOO · Overlap 42% · Expense ratio 0.07%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.15%
- Fund assets
- 356.68M USD (all share classes)
- Issuer
- NY Life Investments
- Inception date
- Oct 25, 2022
- Number of holdings
- 246
| Name | Ticker | Weight |
|---|---|---|
| US Foods Holding Corp. | USFD | 0.92% |
| Viatris, Inc. | VTRS | 0.89% |
| PTC Inc. | PTC | 0.88% |
| Roku, Inc. Class A | ROKU | 0.85% |
| Guardant Health, Inc. | GH | 0.84% |
| HF Sinclair Corporation | DINO | 0.78% |
| IDEX Corporation | IEX | 0.73% |
| ITT, Inc. | ITT | 0.73% |
| Best Buy Co., Inc. | BBY | 0.72% |
| TD SYNNEX Corporation | SNX | 0.72% |
| and 233 more | ||
The NYLI Candriam U.S. Mid Cap Equity ETF, trading under the symbol IQSM, strives to replicate the overall financial performance—both capital appreciation and income generation—of the NYLI Candriam U.S. Mid Cap Equity Index, prior to accounting for fees and operating costs. This fund passively tracks an index designed to offer investors access to shares of U.S. companies with medium market capitalizations, specifically those that fulfill environmental, social, and governance (ESG) benchmarks originally developed by Candriam.
- BNY Mellon US Mid Cap Core Equity ETFBKMC · Overlap 65% · Expense ratio 0.04%
- Schwab U.S. Mid-Cap ETFSCHM · Overlap 49% · Expense ratio 0.03%
- JPMorgan BetaBuilders U.S. Mid Cap Equity ETFBBMC · Overlap 47% · Expense ratio 0.07%
- iShares ESG Select Screened S&P Mid-Cap ETFXJH · Overlap 46% · Expense ratio 0.12%
- State Street SPDR Portfolio S&P 400 Mid Cap ETFSPMD · Overlap 43% · Expense ratio 0.03%
- iShares Core S&P Mid-Cap ETFIJH · Overlap 43% · Expense ratio 0.05%
- State Street SPDR S&P MIDCAP 400 ETF TrustMDY · Overlap 43% · Expense ratio 0.23%
- Vanguard S&P Mid-Cap 400 ETFIVOO · Overlap 42% · Expense ratio 0.07%
Overlap is the share of assets the two funds hold in common.
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