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IQSZ - ETF AI Analysis
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Invesco Global Equity Net Zero ETF (IQSZ)
Rating:66Neutral
Price Target:―
Positive Factors
Global Diversification
The fund invests across many countries, which helps reduce the impact of weakness in any single market.
Broad Sector Mix
Holdings spread across technology, financials, industrials, consumer sectors, and more help balance different parts of the economy.
Low Expense Ratio
The fund’s relatively low annual fee means less of your return is eaten up by costs over time.
Negative Factors
Heavy U.S. Exposure
With a large majority of assets in U.S. stocks, the fund is sensitive to downturns in the U.S. market.
Concentration in Mega-Cap Tech
A meaningful portion of the portfolio is tied up in a few large technology names, increasing the impact if these stocks struggle.
Mixed Performance in Top Holdings
Several of the biggest positions have shown weak or negative results this year, which can drag on the fund’s overall performance despite some stronger names.
IQSZ vs. SPDR S&P 500 ETF (SPY)
AUM159.03M
RegionGlobal
Expense Ratio0.19%
Beta0.99
IssuerInvesco
Inception DateJul 16, 2025
Dividend Yield0.97%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume32
30 Day Avg. Volume1,248
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
33.91Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering436
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 plans to reach “net zero.” It doesn’t track a set index, but follows a low‑carbon theme, with a big focus on U.S. stocks and sectors like technology and financials. Well-known holdings include Nvidia, Apple, Microsoft, Amazon, and Tesla. Someone might invest for long-term growth and global diversification while supporting cleaner business practices. A key risk is that it holds many large tech-related stocks, so its price can rise and fall sharply with that part of the market.
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 leans heavily on Big Tech to do the heavy lifting, with Nvidia and Apple acting as key engines for recent gains as their momentum stays generally upbeat. Microsoft and Amazon, however, have been losing a bit of altitude, softening some of that tech-driven strength. Alphabet and Meta are more mixed but still help anchor the fund’s growth story. Outside tech, steady climbers like Johnson & Johnson and JPMorgan add a stabilizing ballast. Overall, this is a globally diversified, low‑carbon play with a clear tilt toward U.S. mega-cap innovators.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 4.93% | $7.91M | $4.69T | 53.88% | 76 Outperform | |
| Apple | 4.27% | $6.85M | $4.00T | 15.02% | 79 Outperform | |
| Microsoft | 3.04% | $4.88M | $2.89T | 2.34% | 79 Outperform | |
| Amazon | 2.16% | $3.47M | $2.24T | -0.39% | 71 Outperform | |
| Alphabet Class A | 1.86% | $2.98M | $3.76T | 82.42% | 85 Outperform | |
| Alphabet Class C | 1.66% | $2.66M | $3.76T | 80.45% | 82 Outperform | |
| Meta Platforms | 1.49% | $2.39M | $1.62T | -0.19% | 76 Outperform | |
| Tesla | 1.10% | $1.77M | $1.54T | 44.91% | 73 Outperform | |
| Johnson & Johnson | 0.92% | $1.48M | $593.51B | 48.70% | 78 Outperform | |
| JPMorgan Chase | 0.87% | $1.39M | $801.83B | 18.17% | 72 Outperform |
IQSZ Technical Analysis
Positive
―
Price Trends
28.69
Positive
27.88
Positive
Market Momentum
0.23
Negative
59.02
Neutral
90.48
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 29.19, equal to the 50-day MA of 28.69, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.23 indicates Negative momentum. The RSI at 59.02 is Neutral, neither overbought nor oversold. The STOCH value of 90.48 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
29.58
4.73
19.03%
BKGI
BNY Mellon Global Infrastructure Income ETF
―
―
―
MGNR
American Beacon GLG Natural Resources ETF
―
―
―
CCNR
CoreCommodity Natural Resources ETF
―
―
―
ALAI
Alger AI Enablers & Adopters ETF
―
―
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ILDR
First Trust Innovation Leaders 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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