IQSM - ETF AI Analysis
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IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year, showing solid momentum for investors.
Broad Sector Diversification
Holdings spread across many sectors like industrials, technology, health care, financials, and real estate help reduce the impact if any one area of the market struggles.
Low Expense Ratio
The fund’s relatively low fee means more of the ETF’s returns stay in investors’ pockets over time.
Negative Factors
U.S.-Only Geographic Focus
With almost all assets in U.S. companies, the ETF offers little diversification across global markets.
Mid-Cap Market Sensitivity
Because it focuses on mid-sized companies, the fund can be more sensitive to economic slowdowns and shifts in investor sentiment than large-cap funds.
Top Holdings in Volatile Growth Areas
Several leading positions are in growth-oriented technology and health care names, which can experience larger price swings than more defensive stocks.
IQSM vs. SPDR S&P 500 ETF (SPY)
AUM330.00M
RegionNorth America
Expense Ratio0.15%
Beta0.89
IssuerNew York Life Investments
Inception DateOct 25, 2022
Dividend Yield1.06%
Asset ClassEquity
Index TrackedNYLI Candriam U.S. Mid Cap Equity Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,284
30 Day Avg. Volume5,584
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
45.69Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering246
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IQSM Summary
IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM) is a fund that tracks the NYLI Candriam U.S. Mid Cap Equity Index, focusing on medium‑sized U.S. companies that meet environmental, social, and governance (ESG) standards. It spreads money across many sectors like technology, health care, and industrials, with holdings such as Twilio and Okta. Someone might invest in IQSM to seek long-term growth from mid-sized companies while aligning their money with sustainable business practices and gaining diversification across industries. A key risk is that mid-cap stocks can still be volatile and the ETF’s value can go up or down with the overall stock market.
How much will it cost me?The IQ Candriam ESG U.S. Mid Cap Equity ETF (Ticker: IQSM) has an expense ratio of 0.15%. This means you’ll pay $1.50 per year for every $1,000 invested. This expense ratio is lower than average because the fund is passively managed, tracking an index rather than relying on active management.
What would affect this ETF?The IQ Candriam ESG U.S. Mid Cap Equity ETF could benefit from growing interest in sustainable investing and the strong performance of mid-cap companies, particularly in sectors like technology and healthcare, which are well-represented in its holdings. However, potential risks include economic slowdowns or rising interest rates, which could negatively impact mid-cap stocks and sectors like consumer cyclical and real estate. Regulatory changes affecting ESG criteria or specific industries could also influence the ETF's future performance.
IQSM Top 10 Holdings
IQSM’s story is all about U.S. mid-cap resilience with an ESG twist. Industrial names like Sterling Infrastructure and nVent Electric are doing the heavy lifting, rising on solid growth and infrastructure demand. On the tech side, MKS Instruments and MACOM are riding the semiconductor and AI wave, giving the fund an extra boost, while Twilio and F5 look a bit more mixed and occasionally lose steam. With a clear tilt toward industrials and technology and fully U.S.-based holdings, the ETF leans into America’s mid-cap growth engines without overbetting on any single stock.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Revolution Medicines | 1.29% | $4.24M | $38.97B | 378.94% | 52 Neutral | |
| Twilio | 1.00% | $3.30M | $29.78B | 49.79% | 70 Neutral | |
| nVent Electric | 0.97% | $3.21M | $25.99B | 115.30% | 76 Outperform | |
| CH Robinson | 0.96% | $3.17M | $24.68B | 106.13% | 72 Outperform | |
| Okta | 0.90% | $2.97M | $24.63B | 48.15% | 75 Outperform | |
| Burlington Stores | 0.89% | $2.94M | $22.33B | 28.78% | 68 Neutral | |
| F5, Inc. | 0.89% | $2.94M | $23.06B | 37.24% | 74 Outperform | |
| MKS | 0.88% | $2.90M | $23.33B | 246.40% | 75 Outperform | |
| US Foods Holding | 0.86% | $2.85M | $20.87B | 14.38% | 74 Outperform | |
| Viatris | 0.78% | $2.58M | $20.65B | 87.73% | 60 Neutral |
IQSM Technical Analysis
Neutral
―
Price Trends
38.53
Positive
37.19
Positive
35.99
Positive
Market Momentum
0.17
Positive
51.60
Neutral
33.88
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IQSM, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 39.25, equal to the 50-day MA of 38.53, and equal to the 200-day MA of 35.99, indicating a neutral trend. The MACD of 0.17 indicates Positive momentum. The RSI at 51.60 is Neutral, neither overbought nor oversold. The STOCH value of 33.88 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IQSM.
IQSM Peer Comparison
Comparison Results
Performance Comparison
IQSM
IQ Candriam ESG U.S. Mid Cap Equity ETF
39.08
5.96
18.00%
EZM
WisdomTree U.S. MidCap Fund
―
―
―
XMLV
Invesco S&P MidCap Low Volatility ETF
―
―
―
BKMC
BNY Mellon US Mid Cap Core Equity ETF
―
―
―
GRPM
Invesco S&P MidCap 400 GARP ETF
―
―
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JPME
JPMorgan Diversified Return U.S. Mid Cap Equity 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.
DisclaimerThis 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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