IQSZ - ETF AI Analysis
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Invesco Global Equity Net Zero ETF (IQSZ)
Rating:65Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year to date, indicating positive recent momentum.
Exposure to Leading Global Tech Names
Top holdings like Nvidia, Amazon, Alphabet, Meta, and Johnson & Johnson have generally delivered strong or steady results, helping support the fund’s overall performance.
Low Expense Ratio
The fund’s relatively low fee means more of the investment returns stay in investors’ pockets over time.
Negative Factors
Heavy U.S. Concentration
With a large majority of assets in U.S. stocks, the fund is heavily tied to the performance of the U.S. market despite its global label.
Tech Sector Tilt
A sizable allocation to technology stocks makes the ETF more sensitive to swings in the tech sector.
Some Large Holdings Are Lagging
Key positions such as Apple, Microsoft, Tesla, and JPMorgan have shown weaker recent performance, which can drag on the fund if this continues.
IQSZ vs. SPDR S&P 500 ETF (SPY)
AUM172.97M
RegionGlobal
Expense Ratio0.19%
Beta1.01
IssuerInvesco
Inception DateJul 16, 2025
Dividend Yield1.29%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume168
30 Day Avg. Volume85
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
35.67Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering449
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 follows a low-carbon, climate-focused theme rather than a traditional stock index and holds many well-known names like Nvidia, Apple, Microsoft, and Amazon. This ETF may appeal to investors who want long-term growth while supporting the shift toward cleaner business practices and global sustainability. A key risk is that it can rise or fall with the stock market and is especially sensitive to big technology stocks.
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 the main engines of recent gains, helped by a rising Amazon and a steadily climbing Alphabet. Micron has been a surprise rocket, giving the fund an extra boost from the semiconductor side of its low‑carbon theme. On the flip side, Microsoft looks a bit mixed and Meta is losing steam, tempering some of that strength. Overall, this is a globally diversified fund, but its story is still largely written by U.S. tech and AI leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 5.01% | $8.70M | $5.11T | 63.31% | 76 Outperform | |
| Apple | 4.68% | $8.12M | $4.58T | 51.86% | 79 Outperform | |
| Microsoft | 3.09% | $5.35M | $3.34T | -0.31% | 79 Outperform | |
| Amazon | 2.51% | $4.35M | $2.91T | 26.43% | 71 Outperform | |
| Alphabet Class A | 2.19% | $3.80M | $4.59T | 122.66% | 85 Outperform | |
| Alphabet Class C | 1.83% | $3.18M | $4.59T | 118.69% | 82 Outperform | |
| Micron | 1.52% | $2.64M | $1.10T | 954.70% | 79 Outperform | |
| Meta Platforms | 1.37% | $2.38M | $1.61T | -10.50% | 76 Outperform | |
| Tesla | 1.16% | $2.02M | $1.64T | 21.36% | 73 Outperform | |
| ― | 1.11% | $1.92M | ― | ― | ― |
IQSZ Technical Analysis
Positive
―
Price Trends
29.79
Positive
29.23
Positive
27.99
Positive
Market Momentum
0.51
Negative
70.61
Negative
99.95
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 31.11, equal to the 50-day MA of 29.79, and equal to the 200-day MA of 27.99, indicating a bullish trend. The MACD of 0.51 indicates Negative momentum. The RSI at 70.61 is Negative, neither overbought nor oversold. The STOCH value of 99.95 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
31.90
7.16
28.94%
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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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