IQSU - ETF AI Analysis

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IQ Candriam ESG US Equity ETF (IQSU)

Rating:74Outperform

Price Target:―

IQSU, the IQ Candriam ESG US Equity ETF, has a solid overall rating driven mainly by large positions in high-quality tech leaders like Alphabet and Microsoft, which benefit from strong financial performance and long-term growth potential in AI and cloud services. Other major holdings such as Apple and Amazon also support the rating with robust profitability and growth, though their high valuations and some short-term technical weakness, along with similar concerns for Tesla, Visa, and Mastercard, slightly temper the fund’s overall appeal. The main risk factor is its heavy concentration in a handful of large U.S. technology and growth-oriented companies, which can increase volatility if that sector falls out of favor.

Positive Factors

Low Expense Ratio

The fund charges a relatively low fee, which helps investors keep more of their returns over time.

Broad Sector Diversification

Holdings are spread across many sectors, which helps reduce the impact if any single industry struggles.

Exposure to Leading Growth Companies

The ETF holds several large, well-known technology and communication companies that have shown strong recent performance, especially in chip-related names.

Negative Factors

Heavy U.S. Concentration

Almost all assets are invested in U.S. stocks, offering very little geographic diversification.

Top Holdings Under Pressure

Several of the largest positions, including major technology and consumer names, have shown weak year-to-date performance, which can drag on the fund.

High Weight in Technology

A large tilt toward the technology sector means the ETF may be more sensitive to downturns in tech-related stocks.

IQSU vs. SPDR S&P 500 ETF (SPY)

AUM246.37M

RegionNorth America

Expense Ratio0.09%

Beta0.99

IssuerNew York Life Investments

Inception DateDec 17, 2019

Dividend Yield1.08%

Asset ClassEquity

Index TrackedIQ Candriam ESG US Equity Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume1,833

30 Day Avg. Volume17,872

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

65.08

Price 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 U.S. stock fund that follows the IQ Candriam ESG US Equity Index, focusing on large American companies that score well on environmental, social, and governance (ESG) standards. It holds many well-known names such as Microsoft and Apple, and spreads your money across several sectors, with a big tilt toward technology and other major growth areas. Someone might invest in IQSU to seek long-term growth while supporting companies with more responsible business practices. A key risk is that it can rise or fall with the U.S. stock market and is especially sensitive to tech stocks.

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 leans heavily on U.S. Big Tech, with Microsoft and Apple as core pillars, but both have been losing steam lately and acting as a mild brake on returns. In contrast, Alphabet’s twin share classes and Amazon have been rising and doing much of the heavy lifting for the fund. Tesla has been another weak spot, adding volatility rather than support. Beneath the mega-caps, chip names like Micron and AMD are bright spots, underscoring a tech-and-AI tilt in an otherwise broadly diversified U.S. ESG portfolio.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
MSFT	Microsoft	8.55%	$21.00M	$3.07T	0.52%	79 Outperform
GOOGL	Alphabet Class A	5.66%	$13.92M	$3.92T	76.64%	85 Outperform
GOOG	Alphabet Class C	4.92%	$12.10M	$3.92T	74.94%	82 Outperform
AAPL	Apple	4.89%	$12.02M	$4.03T	18.06%	79 Outperform
AMZN	Amazon	4.51%	$11.07M	$2.24T	-10.33%	71 Outperform
TSLA	Tesla	4.13%	$10.14M	$1.57T	27.04%	73 Outperform
V	Visa	1.88%	$4.62M	$620.56B	-7.37%	70 Outperform
MU	Micron	1.52%	$3.74M	$431.63B	318.30%	79 Outperform
MA	Mastercard	1.46%	$3.59M	$480.86B	-5.18%	75 Outperform
HD	Home Depot	1.29%	$3.18M	$379.29B	-6.42%	66 Neutral

IQSU Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

55.12

Negative

100DMA

54.18

Positive

200DMA

51.49

Positive

Market Momentum

MACD

-0.04

Positive

RSI

47.60

Neutral

STOCH

23.99

Neutral

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 55.50, equal to the 50-day MA of 55.12, and equal to the 200-day MA of 51.49, indicating a neutral trend. The MACD of -0.04 indicates Positive momentum. The RSI at 47.60 is Neutral, neither overbought nor oversold. The STOCH value of 23.99 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IQSU.

IQSU Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IQSU	―	―	$246.37M	0.09%	―
VOTE	―	―	$958.18M	0.05%	―
QQQJ	―	―	$896.89M	0.15%	―
NBCR	―	―	$894.54M	0.29%	―
ONEY	―	―	$854.02M	0.20%	―
MODL	―	―	$819.74M	0.46%	―

Performance Comparison

IQSU

IQ Candriam ESG US Equity ETF

55.06

6.64

13.71%

VOTE

Engine No. 1 Transform 500 ETF

―

QQQJ

Invesco NASDAQ Next Gen 100 ETF

―

NBCR

Neuberger Berman Core Equity ETF

―

ONEY

SPDR Russell 1000 Yield Focus ETF

―

MODL

VictoryShares WestEnd U.S. Sector ETF

―

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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