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IQSI - ETF AI Analysis
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IQ Candriam ESG International Equity ETF (IQSI)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several top positions, such as ASML Holding and Sony, have shown strong year-to-date performance, contributing positively to the ETF's returns.
Global Diversification
The ETF is geographically diversified, with exposure to major economies like Japan, the UK, and Switzerland, reducing reliance on any single market.
Low Expense Ratio
The fund's expense ratio is low compared to many ETFs, making it cost-efficient for investors.
Negative Factors
Underperforming Holdings
Some key holdings, such as SAP and Toyota Motor, have lagged in performance, potentially dragging down overall returns.
Sector Concentration in Financials
The ETF has significant exposure to the financial sector, which could increase vulnerability to sector-specific risks.
Limited U.S. Exposure
With only 3.39% of assets in U.S. companies, the fund may miss out on opportunities in the world's largest economy.
IQSI vs. SPDR S&P 500 ETF (SPY)
AUM215.28M
RegionDeveloped Markets
Expense Ratio0.15%
Beta0.72
IssuerNew York Life Investments
Inception DateDec 17, 2019
Dividend Yield2.74%
Asset ClassEquity
Index TrackedIQ Candriam ESG International Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,639
30 Day Avg. Volume12,745
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
38.82Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering596
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IQSI Summary
The IQ Candriam ESG International Equity ETF (IQSI) is an investment fund that focuses on international companies meeting high environmental, social, and governance (ESG) standards. It tracks the IQ Candriam ESG International Equity Index, offering exposure to a wide range of industries and countries, including Japan, the UK, and Switzerland. Some of its top holdings include well-known companies like Nestlé and Toyota. Investors might consider IQSI for diversification and to align their investments with sustainable values. However, since it invests in global markets, its performance can be affected by international economic and political changes.
How much will it cost me?The IQ Candriam ESG International Equity ETF (IQSI) has an expense ratio of 0.15%, which means you’ll pay $1.50 per year for every $1,000 invested. This is lower than average for ETFs because it is passively managed, tracking an index rather than relying on active management.
What would affect this ETF?The IQ Candriam ESG International Equity ETF could benefit from growing global interest in ESG investing, as more individuals and institutions prioritize sustainability and ethical practices. However, its exposure to developed markets and sectors like Financials and Industrials may face challenges if economic growth slows or interest rates rise, which could impact corporate profitability. Additionally, regulatory changes or geopolitical tensions in key regions could create uncertainty for some of its top holdings.
IQSI Top 10 Holdings
The IQ Candriam ESG International Equity ETF leans heavily into developed markets, with a notable focus on health care and technology sectors. Roche and Novartis are steady performers, buoyed by strong pipelines and strategic initiatives, while ASML Holding adds momentum with its robust growth in the semiconductor space. However, SAP has been lagging, weighed down by bearish technical signals and valuation concerns. Sony’s recent struggles also dampen the fund’s performance. Overall, the ETF balances rising stars with a few underperformers, offering a diversified yet sector-heavy approach to ESG investing.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 3.04% | $6.51M | €343.40B | 29.52% | 76 Outperform | |
| Roche Holding AG | 2.24% | $4.80M | CHF263.28B | 43.76% | 73 Outperform | |
| AstraZeneca | 2.08% | $4.47M | £211.99B | 30.73% | 80 Outperform | |
| Novartis AG | 1.99% | $4.27M | CHF209.54B | 23.96% | 80 Outperform | |
| Nestlé SA | 1.89% | $4.05M | CHF196.70B | 17.89% | 71 Outperform | |
| SAP SE | 1.86% | $3.99M | €242.41B | -12.99% | 66 Neutral | |
| Toyota Motor | 1.72% | $3.69M | ¥44.05T | 20.98% | 80 Outperform | |
| Siemens | 1.57% | $3.36M | €186.24B | 25.32% | 74 Outperform | |
| Commonwealth Bank of Australia | 1.37% | $2.94M | AU$269.81B | 3.32% | 64 Neutral | |
| Sony | 1.15% | $2.47M | ¥24.72T | 25.22% | 73 Outperform |
IQSI Technical Analysis
Positive
―
Price Trends
34.39
Positive
34.00
Positive
32.63
Positive
Market Momentum
0.27
Negative
64.33
Neutral
91.14
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IQSI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 34.73, equal to the 50-day MA of 34.39, and equal to the 200-day MA of 32.63, indicating a bullish trend. The MACD of 0.27 indicates Negative momentum. The RSI at 64.33 is Neutral, neither overbought nor oversold. The STOCH value of 91.14 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IQSI.
IQSI Peer Comparison
Comparison Results
Performance Comparison
IQSI
IQ Candriam ESG International Equity ETF
35.32
7.54
27.14%
URTH
iShares MSCI World ETF
―
―
―
GLOV
Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF
―
―
―
WSML
iShares MSCI World Small-Cap ETF
―
―
―
GDIV
Harbor Dividend Growth Leaders ETF
―
―
―
QWLD
SPDR MSCI World StrategicFactors ETF
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―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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