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Upturn AI SWOT - About
Invesco ESG NASDAQ 100 ETF (QQMG)
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Upturn Advisory Summary
04/01/2025: QQMG (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 16.23% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 24387 | Beta 1.18 | 52 Weeks Range 28.05 - 36.64 | Updated Date 04/2/2025 |
52 Weeks Range 28.05 - 36.64 | Updated Date 04/2/2025 |
Upturn AI SWOT
Invesco ESG NASDAQ 100 ETF (QQMG)
Profile: Invesco ESG NASDAQ 100 ETF (QQMG) tracks the Nasdaq-100 Index ESG Screened (SMID). This ESG-focused ETF invests in large-cap growth stocks listed on the Nasdaq 100, with an emphasis on environmental, social, and governance (ESG) factors.
Objective: The primary objective of QQMG is to track the performance of the Nasdaq-100 Index ESG Screened (SMID) while incorporating ESG considerations into its investment strategy.
Issuer: The ETF is issued by Invesco, a global asset management company with a strong reputation and a long track record.
Market Share: QQMG holds a small market share within the ESG ETF space, representing approximately 0.2% of the total assets .
Total Net Assets: As of November 2023, QQMG has approximately $1.2 billion in assets under management.
Moat: The ETF's competitive advantage lies in its ESG focus, catering to investors seeking sustainable investment solutions.
Financial Performance: QQMG has delivered competitive returns since its inception in 2021, closely tracking the performance of the Nasdaq-100 Index ESG Screened (SMID).
Benchmark Comparison: QQMG has outperformed the broader technology sector (XLK) and the ESG-focused iShares Global Clean Energy ETF (ICLN) over the past year.
Growth Trajectory: The ETF's growth trajectory is tied to the performance of the Nasdaq-100 Index ESG Screened (SMID) and the increasing demand for ESG investments.
Liquidity: QQMG trades with an average daily volume of approximately 100,000 shares, indicating moderate liquidity.
Market Dynamics: Factors affecting QQMG include technology sector performance, ESG investing trends, and overall market conditions.
Competitors: Key competitors include iShares ESG Aware MSCI USA ETF (ESGU) and Xtrackers S&P 500 ESG ETF (ESG).
Expense Ratio: The ETF's expense ratio is 0.20%, which is comparatively low for ESG ETFs.
Investment Approach and Strategy: QQMG employs a passive management strategy, replicating the holdings of the Nasdaq-100 Index ESG Screened (SMID). The ETF invests primarily in large-cap growth stocks across various sectors, such as technology, healthcare, and consumer discretionary.
Key Points:
- ESG-focused large-cap growth stock exposure.
- Competitive returns and low expense ratio.
- Moderate liquidity.
- Tracks the Nasdaq-100 Index ESG Screened (SMID).
Risks:
- Market volatility associated with technology stocks.
- ESG screening criteria may limit diversification.
- Potential tracking error compared to the benchmark index.
Who Should Consider Investing: Investors seeking exposure to the Nasdaq-100 with an ESG focus.
Evaluation of QQMG's Fundamentals using an AI-based rating system:
Fundamental Rating Based on AI: 8/10
QQMG receives a favorable rating based on its strong financial performance, competitive expense ratio, and adherence to ESG principles. However, its limited market share and average liquidity may deter some investors.
Resources:
- Invesco ESG NASDAQ 100 ETF (QQMG) Website: https://us.invesco.com/products/etfs/qqmg
Disclaimer: This information is for general knowledge and educational purposes only and does not constitute investment advice. Investing involves inherent risks, and it is crucial to conduct thorough research and consult with a financial professional 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 Invesco ESG NASDAQ 100 ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is designed to measure the performance of companies included in the Nasdaq-100® Index (the "parent index") that also meet the index provider's ESG criteria. The parent index includes securities of 100 of the largest domestic and international non-financial companies listed on the Nasdaq Stock Market LLC based on market capitalization. The fund is non-diversified.
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