IQ Candriam U.S. Mid Cap Equity ETF (IQSM)

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The chart shows the growth of an initial investment of $10,000 in IQ Candriam U.S. Mid Cap Equity ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

IQ Candriam U.S. Mid Cap Equity ETF (IQSM) has returned 0.51% so far this year and 14.99% over the past 12 months.

Based on dividend-adjusted daily data since Oct 25, 2022, IQSM's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, your investment would double in approximately 6.2 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2023 with a return of +10.5%, while the worst month was Apr 2024 at -7.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, IQSM closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +9.1%, while the worst single day was Apr 3, 2025 at -6.1%.

IQ Candriam U.S. Mid Cap Equity ETF has an annualized alpha of -5.07%, beta of 1.01, and R² of 0.76 versus S&P 500 Index. Calculated based on daily prices since October 26, 2022.

• This ETF participated in 130.74% of S&P 500 Index downside but only 95.93% of its upside — more exposed to losses than it benefited from rallies.
• This ETF had an annualized alpha of -5.07% versus S&P 500 Index — delivering less than market exposure alone would predict.
• With beta of 1.01 and R² of 0.76, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

IQSM has an expense ratio of 0.15%, which is considered low.

IQSM ranks 40 for risk / return — below 40% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for IQ Candriam U.S. Mid Cap Equity ETF (IQSM) and compare them to a chosen benchmark (S&P 500 Index).

IQ Candriam U.S. Mid Cap Equity ETF provided a 1.18% dividend yield over the last twelve months, with an annual payout of $0.41 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for IQ Candriam U.S. Mid Cap Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the IQ Candriam U.S. Mid Cap Equity ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the IQ Candriam U.S. Mid Cap Equity ETF was 23.66%, occurring on Apr 8, 2025. Recovery took 170 trading sessions.

The current IQ Candriam U.S. Mid Cap Equity ETF drawdown is 6.24%.

The chart below shows the rolling one-month volatility.