IQSM vs VB: holdings overlap, shared companies and scores
As of October 28, 2026, IQSM and VB overlap 31.2% by weight. NYLI Candriam U.S. Mid Cap Equity ETF (IQSM): U.S. mid-cap ESG stocks. Vanguard Morningstar Small-Cap ETF (VB): U.S. small-cap equities.
Updated October 28, 2026
Where IQSM and VB trade against their own history
IQSM trades at 21.0 times earnings, against its own median of 20.6, and is more expensive than 55% of its own last 4 years.
VB trades at 20.0 times earnings, against its own median of 18.8, and is more expensive than 70% of its own last 9 years.
What moved VB this week
VB rose 0.6% in the week to October 28, 2026. The holdings that moved it most were Sofi Technologies (+15.0%), Range Resources (+30.1%) and Everpure (+5.9%); F5 Networks (−20.3%) pushed the other way.
What do IQSM and VB each hold?
What's inside IQSM: Tech 19%, Semiconductors 4%.
8% of IQSM is its ten largest holdings.
What's inside VB: Tech 18%, Semiconductors 3%.
5% of VB is its ten largest holdings.
How much do IQSM and VB overlap? 31.2% by weight
As of October 28, 2026, IQSM and VB overlap 31.2% by weight.
98% of IQSM is already inside VB.
31% of VB is already inside IQSM.
IQSM holds 244 companies and VB holds 1,298; 237 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IQSM and VB? 4.0 and 3.7 out of 10
As of October 28, 2026, ETF Copilot scores IQSM 4.0 out of 10 and VB 3.7 out of 10.
They differ most on Risk: IQSM 5.9 and VB 4.1.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IQSM | VB |
|---|---|---|
| Growth | 3.0 | 3.7 |
| Value | 5.1 | 4.6 |
| Risk | 5.9 | 4.1 |
| Quality | 2.3 | 1.3 |
| Return | 4.0 | 4.6 |
VB is the cheaper of the two at 0.03% a year
As of October 28, 2026, IQSM charges 0.15% a year, yields 1.05% and holds $427M in assets across 244 positions.
As of October 28, 2026, VB charges 0.03% a year, yields 1.26% and holds $178.1B in assets across 1298 positions.
| Measure | IQSM | VB |
|---|---|---|
| Expense ratio | 0.15% | 0.03% |
| Dividend yield | 1.05% | 1.26% |
| Assets under management | $427M | $178.1B |
| Holdings | 244 | 1298 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “IQSM vs VB holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iqsm-vs-vb
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