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Upturn AI SWOT - About
IQ Candriam ESG US Equity ETF (IQSU)
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Upturn Advisory Summary
04/01/2025: IQSU (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 4.59% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 4901 | Beta 1.03 | 52 Weeks Range 41.49 - 50.44 | Updated Date 04/2/2025 |
52 Weeks Range 41.49 - 50.44 | Updated Date 04/2/2025 |
Upturn AI SWOT
IQ Candriam ESG US Equity ETF
ETF Overview
Overview
IQ Candriam ESG US Equity ETF (IQSU) seeks to track the performance of the IQ Candriam ESG US Equity Index. It focuses on U.S. equities with strong environmental, social, and governance (ESG) characteristics, aiming for long-term capital appreciation.
Reputation and Reliability
IndexIQ is known for its suite of alternative ETFs, including those focused on risk-managed strategies and ESG factors. They have a solid reputation for innovative ETF solutions.
Management Expertise
IndexIQ's management team has experience in developing and managing various ETF strategies, including factor-based and ESG-focused approaches.
Investment Objective
Goal
To track the performance of the IQ Candriam ESG US Equity Index.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index, the IQ Candriam ESG US Equity Index.
Composition The ETF primarily holds U.S. equity stocks selected based on ESG criteria.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 50600000
Competitors
Key Competitors
- ESGU
- SUSL
- VUSA
- SUSA
Competitive Landscape
The ESG ETF market is competitive, with numerous funds offering various approaches to ESG investing. IQSU's competitive advantage lies in its specific index methodology. Disadvantages include the fund's small AUM compared to larger competitors and its limited track record.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Data unavailable.
Expense Ratio: 0.24
Liquidity
Average Trading Volume
The average trading volume of IQSU is moderate, which can affect the ease of buying or selling shares.
Bid-Ask Spread
The bid-ask spread for IQSU is typically narrow, indicating efficient trading costs.
Market Dynamics
Market Environment Factors
IQSU's performance is influenced by economic growth, interest rates, and investor sentiment towards ESG investing. Sector growth within the U.S. equity market, particularly technology and healthcare, also impacts its returns.
Growth Trajectory
IQSU has seen growth as ESG investing has become more popular, but AUM remains relatively small. Any changes to the underlying index methodology or holdings could impact its trajectory.
Moat and Competitive Advantages
Competitive Edge
IQSU's competitive edge lies in its focus on US equities and its specific ESG methodology, offering investors a tailored exposure to ESG compliant U.S. companies. It's suitable for investors seeking socially responsible investments while aiming for broad market exposure. The ETF combines environmental, social, and governance factors to provide a holistic approach to ethical investing. Candriam's reputation in ESG investing also lends credibility to this fund.
Risk Analysis
Volatility
IQSU's volatility is generally in line with the broader U.S. equity market.
Market Risk
IQSU is subject to market risk, including fluctuations in stock prices due to economic conditions, company-specific events, and overall market sentiment. ESG-focused investments also carry the risk of underperforming the broader market if ESG factors are not adequately priced in.
Investor Profile
Ideal Investor Profile
The ideal investor for IQSU is someone seeking ESG-focused exposure to the U.S. equity market, with a long-term investment horizon.
Market Risk
IQSU is best suited for long-term investors seeking socially responsible investments.
Summary
IQ Candriam ESG US Equity ETF offers investors exposure to U.S. equities with strong ESG characteristics. It aims to track the performance of the IQ Candriam ESG US Equity Index. While it has a low expense ratio, its AUM is relatively small compared to competitors. Its competitive advantage is its ESG focus and collaboration with Candriam. It is suitable for investors looking for long-term capital appreciation through socially responsible investing.
Similar Companies
CRBN
iShares MSCI ACWI Low Carbon Target ETF
CRBN
iShares MSCI ACWI Low Carbon Target ETF
EFIV
SPDR® S&P 500® ESG ETF
EFIV
SPDR® S&P 500® ESG ETF
ESGU
iShares ESG Aware MSCI USA ETF
ESGU
iShares ESG Aware MSCI USA ETF
SUSA
iShares MSCI USA ESG Select
SUSA
iShares MSCI USA ESG Select
SUSL
iShares ESG MSCI USA Leaders ETF
SUSL
iShares ESG MSCI USA Leaders ETF
Sources and Disclaimers
Data Sources:
- IndexIQ Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data might be outdated. Please consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About IQ Candriam ESG US Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The Advisor employs a passive management"-"or indexing"-"investment approach designed to track the performance of the underlying index. The underlying index is designed to deliver exposure to equity securities of companies meeting environmental, social and corporate governance (ESG) criteria developed by Candriam and weighted using a market capitalization weighting methodology.
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