IQSU vs VYM
IQSU vs VYM
NYLI Candriam US Large Cap Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. IQSU delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | IQSU | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.04% | |
| AUM | $323M | $79.0B | |
| Dividend Yield | 0.97% | 2.86% | |
| Holdings | 268 | 568 | |
| YTD Return | +15.25% | +15.20% | |
| 1Y Return | +26.95% | +25.56% | |
| 3Y Return (annualized) | +18.28% | +17.86% | |
| 5Y Return (annualized) | +11.70% | +12.35% | |
| Volatility (annualized) | 17.9% | 14.6% | |
| Max Drawdown | -31.3% | -58.8% | |
| Fund Family | INDEXIQ ETF TRUST | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 17, 2019 | Nov 10, 2006 |
IQSU vs VYM Performance
NYLI Candriam US Large Cap Equity ETF (IQSU) is a ETF from INDEXIQ ETF TRUST and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year IQSU returned +26.95% while VYM returned +25.56%. Year to date, IQSU is up 15.25% versus a gain of 15.20% for VYM.
Over three years, IQSU compounded at +18.28% per year against +17.86% for VYM; over five years the annualized figures are +11.70% and +12.35% respectively. Across the full 7-year window we track, IQSU has the edge at +15.89% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IQSU has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 14.6% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -31.3% for IQSU and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IQSU charges 0.09% per year while VYM charges 0.04%. On a $10,000 position that is $9 vs $4 annually, a gap of $5 per year that compounds over a long holding period. On income, IQSU currently yields 0.97% against 2.86% for VYM.
Holdings Overlap
IQSU and VYM share 103 holdings out of 718 unique holdings combined, representing a 23.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IQSU | Weight in VYM | Difference |
|---|---|---|---|
| PG | 1.06% | 1.72% | 0.66% |
| HD | 0.97% | 1.66% | 0.69% |
| CSCO | 1.14% | 1.39% | 0.25% |
| MCD | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
| TXN | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
| NEE | Pro | Pro | Pro |
| T | Pro | Pro | Pro |
| ADI | Pro | Pro | Pro |
See all 10 holdings IQSU shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, IQSU or VYM?
IQSU has an expense ratio of 0.09% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $5 per year of difference.
Which performed better, IQSU or VYM?
Over the past year IQSU returned +26.95% vs +25.56% for VYM, so IQSU leads on 1-year performance. Over the longest common window we track (7 years), IQSU annualized +15.89% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, IQSU or VYM?
IQSU has been the more volatile fund at 17.9% annualized versus 14.6% for VYM. Worst drawdown: IQSU -31.3% vs VYM -58.8%.
Should I hold both IQSU and VYM?
IQSU and VYM have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IQSU and VYM?
IQSU and VYM share 103 common holdings with a 23.7% weight overlap. Combined, they hold 718 unique securities.
Which pays a higher dividend, IQSU or VYM?
IQSU yields 0.97% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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