IQSU

IQ Candriam ESG U.S. Equity ETF
*Unless otherwise stated, data provided by FactSet.

IQSU Fund Description

IQSU tracks a proprietary index of US stocks selected by ESG criteria and weighted by market cap.

IQSU Factset Analytics Insight

IQSU is a passively-managed equity portfolio of US companies meeting environmental, social and corporate governance criteria developed by IndexIQ and Candriam. Index inclusion combines sector-specific analysis and ranking of issuer-specific factors, like corporate governance and labor practices, along with a macro analysis of the issuer’s exposure to global sustainability trends, including health and wellness. Companies in the top 70% within each industry sector are selected. Companies that do not comply with the principals within the UN’s Global Compact as well as those engaged in businesses beyond minimum thresholds (e.g. operate in nuclear, utilize animal testing or genetic modification in R&D) are excluded. The selection process seeks to maintain exposure to all industry sectors. IQSU may also invest in other ETFs to gain exposure. The Index is reconstituted and rebalanced quarterly.

IQSU MSCI ESG Analytics Insight

IQ Candriam ESG U.S. Equity ETF has an MSCI ESG Fund Rating of AA based on a score of 7.38 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 Candriam ESG U.S. Equity ETF ranks in the 88th percentile within its peer group and in the 95th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

IQSU Charts And Performance

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
Compare
Reset
Select ETFs to compare their performance:
PERFORMANCE [as of 10/27/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IQSU 2.55% 7.40% 15.50% -- -- -- --
IQSU (NAV) 2.68% 6.33% 15.59% -- -- -- --
IQ Candriam ESG US Equity Index -- -- -- -- -- -- --
MSCI USA IMI 3.61% 5.89% 7.22% 15.01% 11.47% 12.59% 13.32%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IQSU Summary Data

New York Life
IndexIQ
12/17/19
Open-Ended Fund
0.09%
$229.15M
$1.94M
0.12%

IQSU Portfolio Data

$643.10B
35.55
5.46
--
12/30/20
295

IQSU Index Data

IQ Candriam ESG US Equity Index
Market Cap
Principles-based
MSCI USA IMI

IQSU Portfolio Management

0.09%
--
--
--

IQSU Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IQSU Fund Structure

Open-Ended Fund
No
Yes
100% / 0%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

IQSU Factset Analytics Block Liquidity

As of 10/28/20
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of IQSU. IQSU is rated a 5 out of 5.

IQSU Tradability

65,413
$1.94M
399
$11.83K
0.12%
$0.04
0.00%
0.69% / -1.25%
None
--
50,000
0.01
--
0.00%
0
$29.19
5

IQSU Sector/Industry Breakdown


IQSU
Segment Benchmark
42.77%
34.13%
17.91%
15.10%
13.28%
13.59%
7.31%
12.73%
6.03%
9.19%
5.85%
6.07%
2.51%
2.62%
2.32%
1.64%
1.34%
2.66%
0.66%
2.28%

IQSU Top 10 Holdings[View All]

Apple Inc. 9.44%
Tesla Inc 1.47%
35.65%

IQSU Countries


IQSU
Segment Benchmark
100.00%
99.92%
--
0.08%

IQSU Regions


IQSU
Segment Benchmark
100.00%
100.00%

IQSU Economic Development


IQSU
Segment Benchmark
100.00%
100.00%

IQSU Performance Statistics

0.98
0.96
0.98
0.94
0.29%
MSCI USA IMI

IQSU MSCI ESG Ratings

7.38 / 10
95.20
87.55
7.68%
8.20%
88.98

IQSU Benchmark Comparison Holdings

295
2320
294
63.62%

IQSU Benchmark Comparison Summary


IQSU
Segment Benchmark
295
2320
$643.10B
$446.10B
35.55
44.12
5.46
3.76
1.42%
1.62%
Medium
Low

IQSU Benchmark Comparison Market Cap Size


IQSU
Segment Benchmark
98.22%
86.06%
1.78%
10.51%
0.00%
3.07%
0.00%
0.35%