IQINIQ 500 International ETF
IQIN Fund Description
IQIN tracks an index of developed market ex-US stocks. The index uses fundamental factors for selection and weighting.
IQIN Factset Analytics Insight
IQIN offers a straightforward, fundamentally-factored alternative to cap-weighted exposure to developed market ex-US stocks. The funds index evaluates stocks using three bottom-up factors: sales, market share and operation margin. Sales is compared across all firms regardless of sector, while market share and operation margin is sector-relative. The index creates a score for each stock, treating each factor equally, then uses the score to select and weight the portfolio. The top 500 are selected from an LMID universe. Stock price and market cap are ignored in the calcs, and therefore so is the momentum bias of cap-weighted indexes. Still, larger firms should still figure prominently, given heftier sales and market share. IQINs index predates the ETFs launch by more than 10 years, offering an extended record for comparison, albeit one without portfolio rebalancing expenses.
IQIN MSCI ESG Analytics Insight
IQ 500 International ETF has an MSCI ESG Fund Rating of AA based on a score of 7.33 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. IQ 500 International ETF ranks in the 73th percentile within its peer group and in the 24th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IQIN MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
IQIN Summary Data
IQIN Portfolio Data
IQIN Index Data
IQIN Portfolio Management
IQIN Tax Exposures
IQIN Fund Structure
IQIN Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IQIN. IQIN is rated a 4 out of 5.
IQIN Sector/Industry Breakdown
IQIN Top 10 Holdings[View All]
IQIN Economic Development
IQIN Performance Statistics
IQIN MSCI ESG Ratings
IQIN Benchmark Comparison Summary
IQIN Benchmark Comparison Market Cap Size