IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
SMB
Adj. R2
0.921
Rel. Sharpe
0.443
Mkt beta
1.06
AUM
US$312M
MER
0.15%
Valuation
108
ETF comparison
Verified factor-similar pair
IQSM vs ISMD
These two ETFs pass the same FF6 US similarity lane: US-listed equity ETFs, same USD model basis, at least one material non-market factor, and 100% overlap in statistically significant material factor exposure.
SMB
Similarity score
83
Verified similar
Score blends exposure-level distance, factor-vector shape, market-beta closeness, and a small backtested relative-Sharpe term.
ISMD
Inspire Small/Mid Cap ETF
SMB
Adj. R2
0.967
Rel. Sharpe
0.836
Mkt beta
0.97
AUM
US$275M
MER
0.59%
Valuation
128
Factor Exposure Match
Blue bars compare raw factor beta magnitude. Green bars compare absolute t-stat strength. Dim bars indicate the t-stat is below 1.96.
SMB
diff -0.42
HML
diff +0.02
RMW
diff +0.02
CMA
diff +0.03
UMD
diff -0.05
Why This Pair Matches
Exposure level
82
Exposure shape
98
Mkt beta diff
0.10
Rel. Sharpe diff
0.394
This comparison focuses on measured factor exposure, not a qualitative review of each fund's portfolio-construction process. Backtested relative Sharpe is included as a secondary signal, while we continue refining a comparison metric that separates factor payoff from alpha. See methodology.
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