IQSZ - ETF AI Analysis
Top Page
Invesco Global Equity Net Zero ETF (IQSZ)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Overall Year-to-Date Performance
The fund has delivered solid gains so far this year, suggesting its strategy has been working well in the recent market environment.
Leading Technology Holdings
Several major technology names in the top holdings have shown strong or very strong performance, helping drive the ETF’s returns.
Low Expense Ratio
The fund’s relatively low annual fee means more of any gains can stay in investors’ pockets compared with higher-cost alternatives.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in the technology sector, which can increase volatility if that part of the market faces a downturn.
Mixed Performance Among Top Holdings
Some of the biggest positions, including well-known large-cap stocks, have shown weak or negative performance this year, which can drag on overall results.
Short-Term Performance Bumpiness
The fund’s recent one-month return has been slightly negative, highlighting that performance can be choppy over shorter time periods even when longer-term results look stronger.
IQSZ vs. SPDR S&P 500 ETF (SPY)
AUM176.13M
RegionGlobal
Expense Ratio0.19%
Beta0.99
IssuerInvesco
Inception DateJul 16, 2025
Dividend Yield1.72%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9
30 Day Avg. Volume115
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
37.71Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering439
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IQSZ Summary
The Invesco Global Equity Net Zero ETF (IQSZ) is an actively managed fund that invests in companies around the world that are cutting their greenhouse gas emissions or have clear plans to do so. It follows a low-carbon, “net zero” theme rather than a traditional stock index, with a strong tilt toward U.S. stocks and technology. Well-known holdings include Apple and Nvidia, along with other major tech and consumer companies. Investors might consider IQSZ for long-term growth and diversification while supporting sustainability. A key risk is that it can rise or fall with global stock markets and is meaningfully exposed to tech-related companies.
How much will it cost me?The Invesco Global Equity Net Zero ETF (IQSZ) has an expense ratio of 0.19%, which means you’ll pay $1.90 per year for every $1,000 invested. This is lower than average for actively managed ETFs, as they typically have higher costs due to the hands-on approach of selecting investments.
What would affect this ETF?The IQSZ ETF could benefit from increasing global regulations and policies promoting sustainability and carbon reduction, as well as growing consumer and corporate demand for environmentally responsible practices. However, it may face challenges if economic conditions weaken, reducing investments in green initiatives, or if regulatory changes negatively impact its top holdings in technology and financial sectors. Additionally, competition within the low-carbon niche could affect the growth potential of the companies in its portfolio.
IQSZ Top 10 Holdings
IQSZ is leaning heavily on Big Tech to power its net-zero story, with Apple and Nvidia doing most of the heavy lifting as their shares keep rising on the back of strong profitability and AI momentum. Microsoft and Amazon, once the market’s darlings, look more mixed lately, losing a bit of steam and tempering overall returns. Alphabet sits in the middle of the pack, steady but not sprinting, while Tesla is clearly dragging the fund with weaker recent performance. The ETF is tech-focused, globally diversified, and anchored in climate-conscious leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 5.00% | $8.79M | $5.42T | 19.49% | 76 Outperform | |
| Apple | 4.56% | $8.01M | $4.57T | 35.69% | 79 Outperform | |
| Microsoft | 3.40% | $5.98M | $3.71T | -3.01% | 79 Outperform | |
| Amazon | 2.71% | $4.76M | $2.96T | 25.66% | 71 Outperform | |
| Alphabet Class A | 2.02% | $3.55M | $4.33T | 77.87% | 85 Outperform | |
| Alphabet Class C | 1.60% | $2.82M | $4.33T | 76.48% | 82 Outperform | |
| Meta Platforms | 1.32% | $2.31M | $1.51T | -22.32% | 76 Outperform | |
| Micron | 1.05% | $1.85M | $991.12B | 595.93% | 79 Outperform | |
| Tesla | 0.86% | $1.51M | $1.30T | -2.40% | 73 Outperform | |
| JPMorgan Chase | 0.84% | $1.48M | $950.35B | 24.25% | 72 Outperform |
IQSZ Technical Analysis
Positive
―
Price Trends
31.55
Positive
30.52
Positive
29.19
Positive
Market Momentum
0.28
Negative
63.18
Neutral
96.31
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IQSZ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 31.69, equal to the 50-day MA of 31.55, and equal to the 200-day MA of 29.19, indicating a bullish trend. The MACD of 0.28 indicates Negative momentum. The RSI at 63.18 is Neutral, neither overbought nor oversold. The STOCH value of 96.31 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IQSZ.
IQSZ Peer Comparison
Comparison Results
Performance Comparison
IQSZ
Invesco Global Equity Net Zero ETF
32.48
7.19
28.43%
MGNR
American Beacon GLG Natural Resources ETF
―
―
―
AGIX
KraneShares Artificial Intelligence & Technology ETF
―
―
―
ALAI
Alger AI Enablers & Adopters ETF
―
―
―
CCNR
CoreCommodity Natural Resources ETF
―
―
―
ILDR
First Trust Innovation Leaders 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.
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: ―
Table of Contents