IQ Candriam U.S. Mid Cap Equity ETF (IQSM)
IQSM is a passive ETF by IndexIQ tracking the investment results of the IQ Candriam ESG U.S. Mid Cap Equity Index - Benchmark TR Net. IQSM launched on Oct 24, 2022 and has a 0.15% expense ratio.
ETF Info
US45409B2482
Oct 24, 2022
1x
IQ Candriam ESG U.S. Mid Cap Equity Index - Benchmark TR Net
Mid-Cap
Blend
Expense Ratio
IQSM has an expense ratio of 0.15%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
IQ Candriam U.S. Mid Cap Equity ETF (IQSM) returned -2.50% year-to-date (YTD) and 5.06% over the past 12 months.
IQSM
-2.50%
5.77%
-9.65%
5.06%
N/A
N/A
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of IQSM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.08% | -4.00% | -5.54% | -2.34% | 5.77% | -2.50% | |||||||
| 2024 | -1.29% | 4.70% | 4.24% | -7.80% | 3.21% | -1.25% | 5.52% | 0.90% | 2.14% | -0.73% | 7.78% | -7.33% | 9.15% |
| 2023 | 10.04% | -2.55% | -3.69% | -1.25% | -2.24% | 8.62% | 3.97% | -3.23% | -6.16% | -6.32% | 10.52% | 9.41% | 15.82% |
| 2022 | 1.38% | 6.56% | -5.32% | 2.29% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IQSM is 26, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for IQ Candriam U.S. Mid Cap Equity ETF (IQSM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
IQ Candriam U.S. Mid Cap Equity ETF provided a 1.21% dividend yield over the last twelve months, with an annual payout of $0.38 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Dividend | $0.38 | $0.40 | $0.34 | $0.09 |
Dividend yield | 1.21% | 1.23% | 1.11% | 0.32% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | |||||||
| 2024 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.13 | $0.40 |
| 2023 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.34 |
| 2022 | $0.09 | $0.09 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
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. The portfolio has not yet recovered.
The current IQ Candriam U.S. Mid Cap Equity ETF drawdown is 10.08%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.66% | Nov 26, 2024 | 90 | Apr 8, 2025 | — | — | — |
| -16.4% | Feb 3, 2023 | 185 | Oct 27, 2023 | 33 | Dec 14, 2023 | 218 |
| -8.29% | Apr 1, 2024 | 14 | Apr 18, 2024 | 93 | Aug 30, 2024 | 107 |
| -6.87% | Dec 5, 2022 | 17 | Dec 28, 2022 | 9 | Jan 11, 2023 | 26 |
| -4.24% | Sep 3, 2024 | 4 | Sep 6, 2024 | 7 | Sep 17, 2024 | 11 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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