IQSU - ETF AI Analysis
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IQ Candriam ESG US Equity ETF (IQSU)
Rating:75Outperform
Price Target:―
Positive Factors
Low Expense Ratio
The fund charges relatively low fees, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings spread across technology, consumer, financial, industrial, and other sectors help reduce the impact if any one industry struggles.
Strong Performance From Several Growth Names
Key holdings like Alphabet, Amazon, Micron, and AMD have shown strong gains this year, supporting the ETF’s overall results.
Negative Factors
Heavy Concentration in a Few Mega-Cap Stocks
A large portion of the portfolio is tied up in a small number of big technology and growth companies, increasing the impact if these stocks fall.
Mixed Results Among Top Holdings
Several major positions such as Apple, Microsoft, Tesla, Visa, and Mastercard have been weak this year, which can drag on the fund’s performance.
High U.S. Market Dependence
With almost all assets invested in U.S. companies, the ETF is heavily exposed to the U.S. market and offers very little geographic diversification.
IQSU vs. SPDR S&P 500 ETF (SPY)
AUM322.58M
RegionNorth America
Expense Ratio0.09%
Beta1.01
IssuerNew York Life Investments
Inception DateDec 17, 2019
Dividend Yield1%
Asset ClassEquity
Index TrackedIQ Candriam ESG US Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,442
30 Day Avg. Volume20,392
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
67.09Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering266
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IQSU Summary
IQ Candriam ESG US Equity ETF (IQSU) is a fund that tracks the IQ Candriam ESG US Equity Index, focusing mainly on large U.S. companies that score well on environmental, social, and governance (ESG) standards. It holds many well-known names such as Apple and Microsoft, along with other major tech and consumer brands, giving investors broad exposure to the U.S. stock market while trying to support more responsible business practices. Someone might invest for long-term growth and diversification with an ESG tilt. A key risk is that it is heavily invested in U.S. stocks and tech, so its value can rise and fall sharply with that part of the market.
How much will it cost me?The IQ Candriam ESG US Equity ETF (IQSU) has an expense ratio of 0.09%, meaning you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index rather than relying on active stock-picking.
What would affect this ETF?The IQSU ETF, with its focus on large-cap U.S. companies and strong exposure to technology and financial sectors, could benefit from continued innovation in tech and stable economic growth. However, it may face challenges from rising interest rates, which can impact growth-oriented sectors like technology, and regulatory changes affecting ESG-focused investments. Its emphasis on ESG principles positions it well for investors prioritizing sustainability, but shifts in market sentiment or economic downturns could negatively affect performance.
IQSU Top 10 Holdings
IQSU’s story is all about big, ESG-friendly U.S. tech and internet names setting the tone. Amazon and both Alphabet share classes have been rising, giving the fund a solid push, while AMD and Micron add extra fuel from the semiconductor side. Apple has perked up recently but is still trying to shake off earlier weakness, and Microsoft looks mixed, with recent softness muting its long-term strength. Tesla is losing steam and, along with steadier but lagging payment giants like Visa and Mastercard, is a mild drag on this otherwise tech-heavy, U.S.-focused portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 10.02% | $32.74M | $4.31T | 47.74% | 79 Outperform | |
| Alphabet Class A | 6.63% | $21.66M | $4.84T | 162.39% | 85 Outperform | |
| Amazon | 5.63% | $18.38M | $2.93T | 41.24% | 71 Outperform | |
| Alphabet Class C | 5.60% | $18.28M | $4.84T | 157.19% | 82 Outperform | |
| Microsoft | 4.47% | $14.58M | $3.08T | -5.38% | 79 Outperform | |
| Tesla | 3.77% | $12.31M | $1.61T | 43.62% | 73 Outperform | |
| Micron | 2.76% | $9.00M | $842.20B | 769.80% | 79 Outperform | |
| Advanced Micro Devices | 2.35% | $7.67M | $742.23B | 342.62% | 73 Outperform | |
| Intel | 1.79% | $5.85M | $627.85B | 483.19% | 64 Neutral | |
| Visa | 1.61% | $5.25M | $600.64B | -9.57% | 70 Outperform |
IQSU Technical Analysis
Positive
―
Price Trends
54.31
Positive
54.63
Positive
53.44
Positive
Market Momentum
1.57
Negative
78.02
Negative
96.29
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IQSU, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 57.00, equal to the 50-day MA of 54.31, and equal to the 200-day MA of 53.44, indicating a bullish trend. The MACD of 1.57 indicates Negative momentum. The RSI at 78.02 is Negative, neither overbought nor oversold. The STOCH value of 96.29 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IQSU.
IQSU Peer Comparison
Comparison Results
Performance Comparison
IQSU
IQ Candriam ESG US Equity ETF
60.19
13.19
28.06%
MODL
VictoryShares WestEnd U.S. Sector ETF
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―
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QLC
FlexShares US Quality Large Cap Index Fund
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―
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SPHB
Invesco S&P 500 High Beta ETF
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―
―
NBCR
Neuberger Berman Core Equity ETF
―
―
―
DSPY
Tema S&P 500 Historical Weight ETF Strategy
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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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