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IQSZ - ETF AI Analysis
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Invesco Global Equity Net Zero ETF (IQSZ)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, including Nvidia, Microsoft, and Alphabet, have shown strong year-to-date performance, driving the ETF's returns.
Low Expense Ratio
The ETF has a competitive expense ratio, making it cost-effective compared to many other funds.
Sector Diversification
The ETF is spread across multiple sectors, including technology, financials, and consumer cyclical, reducing reliance on any single industry.
Negative Factors
High U.S. Concentration
Nearly 70% of the fund's assets are invested in U.S. companies, limiting exposure to international markets.
Underperforming Holdings
Some holdings, such as Amazon, have shown weak year-to-date performance, which could drag on overall returns.
Overweight in Technology
With over 26% of the portfolio in technology, the fund is heavily exposed to potential volatility in this sector.
IQSZ vs. SPDR S&P 500 ETF (SPY)
AUM148.63M
RegionGlobal
Expense Ratio0.19%
Beta1.07
IssuerInvesco
Inception DateJul 16, 2025
Dividend Yield0.3%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume61
30 Day Avg. Volume150
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
31.68Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering426
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IQSZ Summary
The Invesco Global Equity Net Zero ETF (IQSZ) is a fund that invests in companies worldwide that are actively reducing their greenhouse gas emissions or have plans to achieve net zero. It includes well-known names like Apple and Microsoft, along with other firms leading the way in sustainability. This ETF focuses on businesses adapting to environmental challenges, making it appealing for investors who want to support green initiatives while seeking long-term growth opportunities. However, since the fund is heavily invested in technology companies, its performance could be affected by fluctuations in the tech sector.
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
The Invesco Global Equity Net Zero ETF (IQSZ) is leaning heavily on tech giants like Apple and Alphabet, which are rising steadily thanks to strong financial performance and strategic growth in AI and cloud services. Nvidia, while a key player in the fund, is showing mixed signals with recent bearish momentum despite its AI-driven potential. On the flip side, Meta Platforms is lagging, weighed down by regulatory challenges and increased expenses. With a clear tilt toward technology and global exposure, this ETF is riding the wave of innovation but faces headwinds from valuation concerns in some holdings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 4.64% | $7.00M | $4.47T | 31.74% | 76 Outperform | |
| Apple | 4.51% | $6.80M | $4.12T | 12.13% | 79 Outperform | |
| Microsoft | 3.83% | $5.78M | $3.56T | 7.54% | 79 Outperform | |
| Amazon | 2.46% | $3.70M | $2.48T | 0.57% | 71 Outperform | |
| Alphabet Class A | 1.90% | $2.87M | $3.87T | 62.76% | 85 Outperform | |
| Alphabet Class C | 1.76% | $2.66M | $3.87T | 62.01% | 82 Outperform | |
| Meta Platforms | 1.57% | $2.37M | $1.64T | 3.48% | 76 Outperform | |
| TSMC | 1.49% | $2.24M | $1.25T | 59.22% | 81 Outperform | |
| Tesla | 1.30% | $1.95M | $1.50T | 6.88% | 73 Outperform | |
| JPMorgan Chase | 1.01% | $1.53M | $844.20B | 31.40% | 72 Outperform |
IQSZ Technical Analysis
Positive
―
Price Trends
27.25
Positive
26.60
Positive
Market Momentum
0.23
Negative
67.40
Neutral
95.84
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 27.41, equal to the 50-day MA of 27.25, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.23 indicates Negative momentum. The RSI at 67.40 is Neutral, neither overbought nor oversold. The STOCH value of 95.84 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
28.17
3.14
12.54%
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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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