IQSZ - ETF AI Analysis

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Invesco Global Equity Net Zero ETF (IQSZ)

Rating:68Neutral

Price Target:―

The Invesco Global Equity Net Zero ETF (IQSZ) demonstrates a solid overall rating, driven by strong contributions from holdings like Microsoft and Alphabet. Microsoft's growth in cloud and AI segments, along with strategic investments, supports its positive long-term outlook, while Alphabet's robust financial performance and strategic focus on AI and cloud services further enhance the ETF's quality. However, weaker contributions from holdings like Tesla, which faces valuation concerns, and JPMorgan Chase, which is impacted by credit cost risks, slightly temper the fund's overall rating. A key risk factor is the ETF's concentration in technology-focused companies, which could increase vulnerability to sector-specific downturns.

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)

AUM152.53M

RegionGlobal

Expense Ratio0.19%

Beta1.01

IssuerInvesco

Inception DateJul 16, 2025

Dividend Yield1.01%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume469

30 Day Avg. Volume138

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

31.61

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering435

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) leans heavily on tech giants like Nvidia and Apple, which are steady performers but showing signs of cooling off after earlier gains. Alphabet’s strong push into AI and cloud services has been a bright spot, while Microsoft’s mixed signals reflect some uncertainty despite its cloud growth. Tesla is racing ahead with rising momentum, helping to energize the fund, while Meta’s recent struggles have been a drag. With a clear tilt toward technology and a global focus, this ETF is riding the wave of innovation but faces sector-specific volatility.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	4.80%	$7.32M	$4.49T	36.15%	76 Outperform
AAPL	Apple	4.13%	$6.29M	$3.83T	9.37%	79 Outperform
MSFT	Microsoft	3.72%	$5.68M	$3.55T	14.12%	79 Outperform
AMZN	Amazon	2.58%	$3.93M	$2.63T	12.49%	71 Outperform
GOOGL	Alphabet Class A	2.01%	$3.07M	$3.97T	69.46%	85 Outperform
GOOG	Alphabet Class C	1.80%	$2.74M	$3.97T	68.77%	82 Outperform
META	Meta Platforms	1.53%	$2.33M	$1.65T	4.90%	76 Outperform
TSM	TSMC	1.52%	$2.32M	$1.38T	52.62%	81 Outperform
TSLA	Tesla	1.20%	$1.83M	$1.45T	10.40%	73 Outperform
JPM	JPMorgan Chase	1.03%	$1.58M	$896.14B	37.49%	72 Outperform

IQSZ Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

27.54

Positive

100DMA

26.93

Positive

200DMA

Market Momentum

MACD

0.30

Negative

RSI

65.00

Neutral

STOCH

88.73

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 28.08, equal to the 50-day MA of 27.54, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.30 indicates Negative momentum. The RSI at 65.00 is Neutral, neither overbought nor oversold. The STOCH value of 88.73 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IQSZ	―	―	$152.53M	0.19%	―
BKGI	―	―	$436.27M	0.55%	―
CCNR	―	―	$341.88M	0.39%	―
ALAI	―	―	$294.71M	0.55%	―
WGMI	―	―	$288.89M	0.75%	―
ILDR	―	―	$227.61M	0.75%	―

Performance Comparison

IQSZ

Invesco Global Equity Net Zero ETF

28.51

3.66

14.73%

BKGI

BNY Mellon Global Infrastructure Income ETF

―

CCNR

CoreCommodity Natural Resources ETF

―

ALAI

Alger AI Enablers & Adopters ETF

―

WGMI

Valkyrie Bitcoin Miners 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.

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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