What is IQSU?

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

PERFORMANCE [as of 01/20/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IQSU 4.59% 7.74% 4.59% -12.06% 9.50% -- --
IQSU (NAV) 4.67% 7.89% 4.56% -12.04% 9.50% -- --
IQ Candriam ESG US Equity Index 4.69% 7.91% 4.58% -12.00% 9.58% -- --
MSCI USA Large Cap Index 3.98% 7.96% 3.56% -11.35% 7.53% 9.14% 12.56%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IQSU Factset Analytics Insight

IQSU is a passively managed equity portfolio of primarily large-cap US companies meeting ESG 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 principles within the UN Global Compact, as well as those engaged in businesses beyond minimum thresholds (e.g., operating in the nuclear sector, utilizing 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. Before August 31, 2022, the fund was named IQ Candriam ESG US Equity ETF.

IQSU Summary Data

New York Life
12/17/19
0.09%
$387.48M
IQ Candriam ESG US Equity Index
MSCI USA Large Cap Index
Open-Ended Fund

Peers

MSCI USA Large Cap Index

Fund Flows

$0.00B 5 Days
-$0.00B 30 Days
+$0.00B 90 Days

IQSU Portfolio Data

$573.01B
21.59
4.76
1.40%
N/A
345

IQSU Index Data

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

IQSU Portfolio Management

0.09%
-0.04%
-0.02%
-0.13%

IQSU Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IQSU Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

Factset Analytics Block Liquidity

As of 01/23/23

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

7,693
$254.54K
2,104
$69.75K
0.19%
$0.06
-0.00%
0.30% / -0.24%
None
100.00%
50,000
0.04
0.03%
0.00%
0
$33.46
5

IQSU Sector/Industry Breakdown

IQSU Segment
Benchmark
19.59% --
17.92% --
11.72% --
9.60% --
7.67% --
6.11% --
4.43% --
4.32% --
3.20% --
2.99% --

IQSU Performance Statistics

0.99
1.04
1.06
1.00
0.14%
MSCI USA Large Cap Index

IQSU Countries

IQSU Segment
Benchmark
100.00% 99.88%
-- 0.12%

IQSU Regions

IQSU Segment
Benchmark
100.00% 100.00%

IQSU Economic Development

IQSU Segment
Benchmark
100.00% 100.00%
0.00% 0.00%

IQSU Benchmark Comparison Holdings

345
296
195
72.40%

IQSU Benchmark Comparison Summary

IQSU Segment
Benchmark
345 296
$573.01B $523.16B
21.59 20.54
4.76 4.31
1.45% 1.53%
Medium Low

IQSU Benchmark Comparison Market Cap Size

IQSU Segment
Benchmark
98.49% 99.85%
1.48% 0.15%
0.00% 0.00%
0.00% 0.00%