BAGX vs IQSU
EA Bridgeway Aggressive Investors ETF vs NYLIM Candriam US Large Cap Equity ETF
Which is better, BAGX or IQSU?
BAGX has been ahead.
IQSU has a lower expense ratio. BAGX led over 1Y. BAGX is less concentrated, with 30.1% of the fund in its ten largest positions against 43.3%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BAGX | IQSU |
|---|---|---|
| Expense Ratio | 0.73% | 0.09%Best |
| AUM | $202M | $354M |
| Dividend Yield | 0.00% | 0.91% |
| Holdings | 94 | 264 |
| YTD Return | +4.87% | +15.73%Best |
| 1Y Return | - | +20.02% |
| 3Y Return (annualized) | - | +19.22% |
| 5Y Return (annualized) | - | +11.67% |
| Top 10 Weight | 30.1%Best | 43.3% |
| Fund Family | Bridgeway Funds | New York Life Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 24, 2026 | Dec 17, 2019 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
BAGX vs IQSU growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BAGX vs IQSU Performance
EA Bridgeway Aggressive Investors ETF (BAGX) is an ETF from Bridgeway Funds and NYLIM Candriam US Large Cap Equity ETF (IQSU) is an ETF from New York Life Investments. Year to date, BAGX is up 4.87% versus a gain of 15.73% for IQSU.
Past performance does not guarantee future results.
Fees and Cost Over Time
BAGX charges 0.73% per year while IQSU charges 0.09%. On a $10,000 position that is $73 vs $9 annually, a gap of $64 per year that compounds over a long holding period. On income, BAGX currently yields 0.00% against 0.91% for IQSU.
Holdings Overlap
56.0% of BAGX's money is in holdings IQSU also owns. 47.2% of IQSU's money is in holdings BAGX also owns.
The two portfolios partly overlap.
48 positions in common, counted across the 94 positions we hold weights for in BAGX and 269 in IQSU, against full books of 94 and 264.
What only one of them owns
Our book lists 217 positions for IQSU that do not appear in our book for BAGX (52.1% of the fund), and 42 for BAGX that do not appear in IQSU (40.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BAGX | Weight in IQSU | Difference |
|---|---|---|---|
| AAPLApple, Inc | 4.73% | 10.22% | 5.49% |
| GOOGLAlphabet Inc | 4.06% | 5.24% | 1.18% |
| MSFTMicrosoft Corp | 3.70% | 5.46% | 1.76% |
| AMZNAmazon.Com Inc | 1.61% | 4.78% | 3.17% |
| MUMicron Technology, Inc. | 2.39% | 3.33% | 0.94% |
| AMDAdvanced Micro Devices Inc | 2.01% | 3.06% | 1.05% |
| LRCXLrcx Uw Equity | 2.05% | 1.27% | 0.78% |
| AMATApplied Materials, Inc. | 1.79% | 1.26% | 0.53% |
| VVisa Inc Class A | 0.95% | 1.70% | 0.75% |
| MAMastercard Inc | 0.95% | 1.23% | 0.28% |
56.0% of BAGX is already inside IQSU.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BAGX or IQSU?
BAGX has an expense ratio of 0.73% while IQSU charges 0.09%. IQSU is the cheaper option, by $64 a year on a $10,000 investment.
What is the holdings overlap between BAGX and IQSU?
56.0% of BAGX's money is in holdings IQSU also owns. 47.2% of IQSU's is in holdings BAGX also owns. They hold 48 positions in common, counted across the 94 positions we hold weights for in BAGX and 269 in IQSU.
Which pays a higher dividend, BAGX or IQSU?
BAGX yields 0.00% while IQSU yields 0.91%, so IQSU currently pays the higher dividend yield.
Is IQSU better than BAGX?
IQSU has a lower expense ratio. BAGX led over 1Y. BAGX is less concentrated, with 30.1% of the fund in its ten largest positions against 43.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.