IQSZ - ETF AI Analysis

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Invesco Global Equity Net Zero ETF (IQSZ)

Rating:68Neutral

Price Target:―

IQSZ, the Invesco Global Equity Net Zero ETF, has a solid overall rating driven largely by high-quality tech leaders like Microsoft, Apple, and Alphabet, which benefit from strong financial performance, growth in cloud and AI, and generally positive long-term outlooks. These strengths are partly offset by holdings such as Tesla and JPMorgan Chase, where valuation concerns, cash flow challenges, and credit risks introduce more uncertainty. The fund is also notably concentrated in large global technology and AI-focused companies, which can increase risk if that sector faces a downturn.

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)

AUM157.43M

RegionGlobal

Expense Ratio0.19%

Beta1.01

IssuerInvesco

Inception DateJul 16, 2025

Dividend Yield1%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume2,243

30 Day Avg. Volume1,322

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

33.13

Price 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 power its low‑carbon story, with Nvidia, Microsoft, and Apple sitting in the driver’s seat. Lately, though, that tech engine has been sputtering: Apple, Microsoft, Meta, and Tesla are all lagging, taking some shine off the fund. The bright spots come from Alphabet and Amazon, which have been steadily rising and helping offset the weakness, while TSMC adds an extra boost from the semiconductor side. Despite its global mandate, the top holdings are dominated by U.S. tech giants, making the fund both thematically green and geographically America‑centric.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	4.45%	$7.02M	$4.23T	39.54%	76 Outperform
AAPL	Apple	4.37%	$6.89M	$4.06T	18.94%	79 Outperform
MSFT	Microsoft	3.19%	$5.03M	$3.08T	0.22%	79 Outperform
AMZN	Amazon	2.43%	$3.83M	$2.49T	-1.35%	71 Outperform
GOOGL	Alphabet Class A	2.01%	$3.16M	$4.02T	74.06%	85 Outperform
GOOG	Alphabet Class C	1.79%	$2.83M	$4.02T	64.03%	82 Outperform
META	Meta Platforms	1.54%	$2.43M	$1.69T	-5.09%	76 Outperform
TSLA	Tesla	1.09%	$1.71M	$1.52T	7.36%	73 Outperform
	―	0.98%	$1.55M	―	―	―
JPM	JPMorgan Chase	0.92%	$1.45M	$863.69B	17.32%	72 Outperform

IQSZ Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

28.15

Positive

100DMA

27.47

Positive

200DMA

Market Momentum

MACD

0.24

Positive

RSI

55.73

Neutral

STOCH

62.16

Neutral

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 28.74, equal to the 50-day MA of 28.15, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.24 indicates Positive momentum. The RSI at 55.73 is Neutral, neither overbought nor oversold. The STOCH value of 62.16 is Neutral, 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	―	―	$157.43M	0.19%	―
ARKF	―	―	$942.70M	0.75%	―
BKGI	―	―	$572.68M	0.55%	―
MGNR	―	―	$517.81M	0.75%	―
CCNR	―	―	$370.13M	0.39%	―
ALAI	―	―	$299.73M	0.55%	―

Performance Comparison

IQSZ

Invesco Global Equity Net Zero ETF

28.90

4.05

16.30%

ARKF

ARK Fintech Innovation ETF

―

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

―

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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