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 Charts And Performance

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PERFORMANCE [as of 04/08/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IQSU -5.99% -11.55% -10.66% -- -- -- --
IQSU (NAV) -5.87% -11.53% -10.70% -- -- -- --
IQ Candriam ESG US Equity Index -- -- -- -- -- -- --
MSCI USA IMI -8.62% -16.56% -15.97% -5.58% 6.29% 6.94% 10.70%
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%
$5.49M
$4.77K
0.26%

IQSU Portfolio Data

$357.33B
24.94
4.43
--
06/24/20
318

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
--
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 04/09/20
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 N/A out of 5.

IQSU Tradability

210
$4.77K
1
0
0.26%
$0.06
0.00%
0.69% / -1.25%
None
--
50,000
0.00
0.05%
--
0
$22.65
N/A

IQSU Sector/Industry Breakdown


IQSU
Segment Benchmark
37.83%
28.38%
15.92%
13.08%
14.58%
13.79%
9.94%
16.55%
6.99%
6.57%
6.29%
10.09%
2.94%
2.00%
2.68%
2.62%
1.70%
3.37%
1.13%
3.38%

IQSU Top 10 Holdings[View All]

Apple Inc. 6.29%
32.5%

IQSU Countries


IQSU
Segment Benchmark
100.00%
99.91%
--
0.09%

IQSU Regions


IQSU
Segment Benchmark
100.00%
100.00%

IQSU Economic Development


IQSU
Segment Benchmark
100.00%
100.00%

IQSU Performance Statistics

--
--
--
--
0.00%
MSCI USA IMI

IQSU Benchmark Comparison Holdings

318
2375
312
60.19%

IQSU Benchmark Comparison Summary


IQSU
Segment Benchmark
318
2375
$357.33B
$257.27B
24.94
24.84
4.43
3.19
1.73%
1.85%
Low
Low

IQSU Benchmark Comparison Market Cap Size


IQSU
Segment Benchmark
96.85%
83.40%
3.15%
12.50%
0.00%
3.68%
0.00%
0.41%