IQ Candriam ESG International Equity ETF (IQSI)

Overview

The IQ Candriam ESG International Equity ETF (IQSI) aims to track the investment results of the IQ Candriam ESG International Equity Index, which is composed of equity securities from developed countries outside the United States and Canada that have positive environmental, social, and governance characteristics. It focuses on providing exposure to international equities while adhering to ESG principles.

Reputation and Reliability

IndexIQ is known for its innovative ETF solutions and has a solid reputation in the market. They focus on providing diverse investment options.

Management Expertise

IndexIQ's management team has experience in creating and managing ETFs, particularly those focusing on alternative investment strategies and ESG.

Goal

The ETF's primary investment goal is to track the performance of the IQ Candriam ESG International Equity Index, providing investors with exposure to international equities screened for ESG factors.

Investment Approach and Strategy

Strategy: IQSI tracks a specific index, the IQ Candriam ESG International Equity Index. The index selects companies based on ESG scores and financial metrics.

Composition The ETF holds a portfolio of equity securities from developed countries outside the US and Canada. It focuses on companies that exhibit positive environmental, social, and governance characteristics.

Market Share: IQSI's market share is relatively small compared to larger international equity ETFs.

Total Net Assets (AUM): 17600000

Key Competitors

• VEA
• VXUS
• IDEV
• SPDW

Competitive Landscape

The international equity ETF market is highly competitive, dominated by low-cost, broad-market ETFs like VEA and VXUS. IQSI differentiates itself through its ESG focus, which may appeal to socially conscious investors. However, it faces the challenge of competing with larger ETFs with lower expense ratios and higher liquidity. A disadvantage of IQSI is it's relatively low AUM compared to competitors.

Historical Performance: Historical performance data needs to be retrieved from financial data providers for specific time periods.

Benchmark Comparison: Performance should be compared to the IQ Candriam ESG International Equity Index. Actual data is required.

Expense Ratio: 0.08

Average Trading Volume

The ETF's average trading volume is relatively moderate, indicating reasonable but not high liquidity.

Bid-Ask Spread

The bid-ask spread is moderate, reflecting the liquidity and trading activity of the ETF.

Market Environment Factors

Economic conditions in developed international markets, global trade dynamics, and investor sentiment towards ESG investing significantly influence IQSI's performance.

Growth Trajectory

The growth trajectory is dependent on investor demand for ESG-focused international equity exposure and the performance of the underlying index. Changes to strategy and holdings depend on the index methodology.

Competitive Edge

IQSI's competitive advantage lies in its focus on ESG-screened international equities, appealing to socially responsible investors. The IQ Candriam ESG International Equity Index uses specific ESG criteria, potentially differentiating it from other ESG ETFs. This niche focus may attract investors seeking values-aligned investments. However, this also limits the investment universe. Overall the edge provides a unique opportunity to a certain type of investor.

Volatility

Volatility is dependent on the volatility of the underlying international equity markets and the ESG screening process.

Market Risk

Specific risks include currency risk, geopolitical risk, and economic risks associated with investing in international markets. ESG criteria can also limit the investment universe, potentially impacting returns.

Ideal Investor Profile

The ideal investor is a socially conscious investor seeking exposure to international equities with positive ESG characteristics.

Market Risk

IQSI is suitable for long-term investors seeking to align their investments with their values and who are comfortable with international equity market risk. Could also be useful to investors who are passive index followers.

IQ Candriam ESG International Equity ETF (IQSI) provides exposure to international equities screened for ESG factors, appealing to socially conscious investors. It tracks the IQ Candriam ESG International Equity Index, which focuses on companies with positive environmental, social, and governance characteristics. The ETF faces competition from larger, broader international equity ETFs with lower expense ratios. IQSI's success hinges on its ability to attract investors who prioritize ESG considerations in their international equity allocation. Its niche focus offers a competitive edge for those seeking values-aligned investments.

• ESGU
• VSGX
• EFIV
• DSI

Data Sources:

• IndexIQ Website
• ETF.com
• Morningstar
• Bloomberg

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should conduct their own due diligence and consult with a financial advisor before making any investment decisions.