(As of 11/30/2025)

TD Q U.S. Small-Mid-Cap Equity ETF (TQSM)

(U.S. Small/Mid Cap Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2023





Inception Return
(11/20/2019)
10.41 %
YTD Return 3.22 %
NAVPS
(12/12/2025)
$25.74
Change ($0.21) / -0.83 %
Growth of $10,000 (As of November 30, 2025)
MER 0.45 %
Assets ($mil) $593.87
Rank (1Yr) 157/302
Std Dev (3Yr) -
Volatility Ranking (3Yr) 9/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
TD Q U.S. Small-Mid-Cap Equity ETF seeks to achieve long-term capital growth by using a quantitative approach to security selection to invest primarily in, or gain exposure to, equity securities of small or medium-sized issuers located in the United States.
Fund Manager

TD Asset Management Inc.

Portfolio Manager

Julien Palardy, TD Asset Management Inc.

Laurie-Anne Davison, TD Asset Management Inc.

Alexander Sandercock, TD Asset Management Inc.

Sub-Advisor
-
 
Asset Allocation
(As of November 30, 2025)
Sector Allocation
(As of November 30, 2025)
Geographic Allocation
(As of November 30, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Flex LtdInternational EquityTechnologyAsia/Pacific Rim1.43%
Old Republic International CorpUS EquityFinancial ServicesUnited States1.43%
Sanmina CorpUS EquityTechnologyUnited States1.36%
Texas Roadhouse IncUS EquityConsumer ServicesUnited States1.35%
Exelixis IncUS EquityHealthcareUnited States1.29%
First BancorpInternational EquityFinancial ServicesLatin America1.23%
NewMarket CorpUS EquityBasic MaterialsUnited States1.21%
Medpace Holdings IncUS EquityHealthcareUnited States1.20%
Equitable Holdings IncUS EquityFinancial ServicesUnited States1.16%
Mueller Industries IncUS EquityIndustrial GoodsUnited States1.09%

Performance Data (As of November 30, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.54 0.62 10.84 3.22 -2.95 12.17 13.74 -   
Benchmark 1.19 4.48 14.40 7.46 2.24 12.86 10.98 10.03
Quartile Ranking 2 3 2 2 3 1 1 -

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 20.65 18.49 0.74 24.37 -0.84 -      -      -      -      -     
Benchmark 24.39 13.76 -11.77 20.00 11.78 21.65 -2.87 8.66 14.08 11.76
Quartile Ranking 1 1 1 2 4 - - - - -

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