IQSUIQ Candriam ESG U.S. Equity ETF
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 A based on a score of 6.46 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 60th percentile within its peer group and in the 74th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IQSU 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.
IQSU Summary Data
IQSU Portfolio Data
IQSU Index Data
IQSU Portfolio Management
IQSU Tax Exposures
IQSU Fund Structure
IQSU Factset Analytics Block Liquidity
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 Sector/Industry Breakdown
IQSU Economic Development
IQSU Performance Statistics
IQSU MSCI ESG Ratings
IQSU Benchmark Comparison Summary
IQSU Benchmark Comparison Market Cap Size