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IQSMNYLI Candriam U.S. Mid Cap Equity ETF

Grow my money#807 of 2944 for Grow my money

The underlying index is designed to deliver exposure to equity securities of companies meeting environmental, social and corporate governance (ESG) criteria developed by Candriam and weighted using a market-capitalization weighting methodology. Under normal circumstances, at least 80% of the value of its assets in U.S. equity securities of mid-capitalization companies.

New York Life Investment Management LLC · Since 2022 (3 years)

Annual Cost

0.15%

#583 out of 5,332 ETFs

Fund Size

$279M

#1858 out of 5,332 ETFs

Dividend Yield

1.18%

Track Record

3 years

#2910 out of 5,332 ETFs

Performance

1 Year

+26.1%

3 Years

+13.9%

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
mid
Focus
ESG

Asset allocation

Stocks
100.0%
Preferred
0.0%

Sector breakdown

Industrials
22.3%
Technology
14.8%
Healthcare
14.8%
Financial Services
12.1%
Consumer Cyclical
10.6%
Real Estate
10.1%
Consumer Defensive
5.0%
Basic Materials
4.3%
Other
5.9%

Top holdings

TechnipFMC PLCFTI1.3%
United Therapeutics CorpUTHR1.2%
XPO IncXPO1.0%
Albemarle CorpALB1.0%
MasTec IncMTZ1.0%
FabrinetFN0.9%
Burlington Stores IncBURL0.9%
US Foods Holding CorpUSFD0.9%
nVent Electric PLCNVT0.9%
C.H. Robinson Worldwide IncCHRW0.8%

Risk profile

Volatility (1Y)

15.5%

Moderate

Max drawdown

-23.7%

Worst peak-to-trough loss

Sharpe (3Y)

0.63

Decent risk-adjusted returns

Sortino (3Y)

0.94

Moderate downside risk

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Data updated on 2026-05-05