IJJ vs. IQSM ETF Comparison
Comparison of iShares S&P Mid-Cap 400 Value ETF (IJJ) to IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM)
IJJ
iShares S&P Mid-Cap 400 Value ETF
IJJ Description
The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P MidCap 400® Value Index (the "underlying index"), which measures the performance of the mid-capitalization value sector of the U.S. equity market.
Grade (RS Rating)
Last Trade
$133.36
Average Daily Volume
106,415
Number of Holdings
*
292
* may have additional holdings in another (foreign) market
IQSM
IQ Candriam ESG U.S. Mid Cap Equity ETF
IQSM Description
IQ Candriam ESG U.S. Mid Cap Equity ETF is an exchange traded fund launched by New York Life Investment Management LLC. The fund is managed by IndexIQ Advisors LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the IQ Candriam ESG U.S. Mid Cap Equity Index, by using full replication technique. IQ Candriam ESG U.S. Mid Cap Equity ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$34.29
Average Daily Volume
13,747
Number of Holdings
*
214
* may have additional holdings in another (foreign) market
Performance
| Period | IJJ | IQSM |
|---|---|---|
| 30 Days | 7.33% | 4.29% |
| 60 Days | 8.52% | 5.32% |
| 90 Days | 9.50% | 6.64% |
| 12 Months | 31.66% | 27.71% |
87 Overlapping Holdings
| Symbol | Grade | Weight in IJJ | Weight in IQSM | Overlap | |
|---|---|---|---|---|---|
| AA | B | 0.72% | 0.35% | 0.35% | |
| ACM | A | 0.52% | 0.7% | 0.52% | |
| ADC | B | 0.51% | 0.36% | 0.36% | |
| AGCO | D | 0.39% | 0.28% | 0.28% | |
| ALLY | C | 0.67% | 0.47% | 0.47% | |
| ALV | C | 0.19% | 0.34% | 0.19% | |
| AM | A | 0.14% | 0.24% | 0.14% | |
| AMH | D | 0.32% | 0.6% | 0.32% | |
| AN | C | 0.29% | 0.21% | 0.21% | |
| ARMK | B | 0.69% | 0.46% | 0.46% | |
| ARW | D | 0.41% | 0.3% | 0.3% | |
| ATR | B | 0.32% | 0.54% | 0.32% | |
| AYI | B | 0.33% | 0.48% | 0.33% | |
| BJ | A | 0.78% | 0.55% | 0.55% | |
| BRBR | A | 0.3% | 0.45% | 0.3% | |
| BRX | A | 0.33% | 0.41% | 0.33% | |
| BURL | A | 0.46% | 0.84% | 0.46% | |
| CG | A | 0.38% | 0.54% | 0.38% | |
| CGNX | C | 0.26% | 0.33% | 0.26% | |
| CHE | D | 0.23% | 0.4% | 0.23% | |
| CHX | C | 0.13% | 0.28% | 0.13% | |
| CLF | F | 0.37% | 0.26% | 0.26% | |
| CMC | B | 0.46% | 0.33% | 0.33% | |
| CRUS | D | 0.16% | 0.26% | 0.16% | |
| CUBE | D | 0.33% | 0.51% | 0.33% | |
| DAR | C | 0.44% | 0.31% | 0.31% | |
| DCI | B | 0.27% | 0.44% | 0.27% | |
| DINO | D | 0.46% | 0.32% | 0.32% | |
| DKS | C | 0.36% | 0.54% | 0.36% | |
| DLB | B | 0.13% | 0.21% | 0.13% | |
| DOCU | A | 1.11% | 0.77% | 0.77% | |
| DTM | B | 0.24% | 0.46% | 0.24% | |
| EHC | B | 0.38% | 0.48% | 0.38% | |
| ELS | C | 0.32% | 0.61% | 0.32% | |
| EQH | B | 0.0% | 0.75% | 0.0% | |
| EWBC | A | 0.44% | 0.69% | 0.44% | |
| FAF | A | 0.45% | 0.31% | 0.31% | |
| FBIN | D | 0.38% | 0.45% | 0.38% | |
| FR | C | 0.24% | 0.33% | 0.24% | |
| G | B | 0.5% | 0.35% | 0.35% | |
| GAP | C | 0.33% | 0.21% | 0.21% | |
| GNTX | C | 0.17% | 0.34% | 0.17% | |
| GPK | C | 0.57% | 0.41% | 0.41% | |
| GXO | B | 0.18% | 0.33% | 0.18% | |
| INGR | B | 0.42% | 0.47% | 0.42% | |
| JAZZ | B | 0.3% | 0.36% | 0.3% | |
| JLL | D | 0.84% | 0.6% | 0.6% | |
| KEX | C | 0.29% | 0.36% | 0.29% | |
| KNX | B | 0.61% | 0.42% | 0.42% | |
| LAD | A | 0.67% | 0.48% | 0.48% | |
| LEA | D | 0.36% | 0.26% | 0.26% | |
| LFUS | F | 0.12% | 0.29% | 0.12% | |
| LSTR | D | 0.14% | 0.32% | 0.14% | |
| MKSI | C | 0.26% | 0.33% | 0.26% | |
| MTN | C | 0.15% | 0.31% | 0.15% | |
| MTZ | B | 0.57% | 0.41% | 0.41% | |
| NOV | C | 0.43% | 0.3% | 0.3% | |
| OHI | C | 0.41% | 0.47% | 0.41% | |
| ORI | A | 0.6% | 0.45% | 0.45% | |
| POST | C | 0.34% | 0.25% | 0.25% | |
| PVH | C | 0.39% | 0.28% | 0.28% | |
| REXR | F | 0.38% | 0.43% | 0.38% | |
| RGA | A | 1.02% | 0.72% | 0.72% | |
| RNR | C | 0.41% | 0.64% | 0.41% | |
| RPM | A | 0.54% | 0.83% | 0.54% | |
| RRX | B | 0.77% | 0.55% | 0.55% | |
| SF | B | 0.8% | 0.54% | 0.54% | |
| SFM | A | 0.56% | 0.68% | 0.56% | |
| SIGI | C | 0.18% | 0.28% | 0.18% | |
| SNX | C | 0.59% | 0.42% | 0.42% | |
| SRPT | D | 0.14% | 0.46% | 0.14% | |
| ST | F | 0.33% | 0.23% | 0.23% | |
| STAG | F | 0.22% | 0.31% | 0.22% | |
| STWD | C | 0.42% | 0.28% | 0.28% | |
| TKR | D | 0.2% | 0.23% | 0.2% | |
| TTC | D | 0.3% | 0.41% | 0.3% | |
| UNM | A | 0.0% | 0.65% | 0.0% | |
| USFD | A | 1.09% | 0.72% | 0.72% | |
| UTHR | C | 0.64% | 0.75% | 0.64% | |
| VOYA | B | 0.32% | 0.39% | 0.32% | |
| WAL | B | 0.33% | 0.47% | 0.33% | |
| WCC | B | 0.63% | 0.46% | 0.46% | |
| WH | B | 0.17% | 0.37% | 0.17% | |
| WPC | D | 0.81% | 0.57% | 0.57% | |
| WTRG | B | 0.34% | 0.5% | 0.34% | |
| X | C | 0.55% | 0.39% | 0.39% | |
| XPO | B | 0.62% | 0.81% | 0.62% |
IJJ Overweight 205 Positions Relative to IQSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| ILMN | D | 1.53% | |
| EXE | B | 1.32% | |
| THC | D | 1.05% | |
| COHR | B | 1.03% | |
| PFGC | B | 0.9% | |
| JEF | A | 0.8% | |
| FHN | A | 0.73% | |
| GME | C | 0.72% | |
| WBS | A | 0.69% | |
| AFG | A | 0.69% | |
| NLY | C | 0.66% | |
| CNH | C | 0.63% | |
| AAL | B | 0.63% | |
| GMED | A | 0.62% | |
| AR | B | 0.6% | |
| FLR | B | 0.59% | |
| WTFC | A | 0.59% | |
| ZION | B | 0.59% | |
| OGE | B | 0.57% | |
| TPL | A | 0.57% | |
| AVTR | F | 0.56% | |
| SSB | B | 0.55% | |
| SNV | B | 0.54% | |
| PB | A | 0.53% | |
| IBKR | A | 0.53% | |
| FYBR | D | 0.52% | |
| BERY | B | 0.51% | |
| GLPI | C | 0.51% | |
| OSK | B | 0.49% | |
| TMHC | B | 0.49% | |
| R | B | 0.48% | |
| ONB | B | 0.47% | |
| VMI | B | 0.46% | |
| VNO | B | 0.46% | |
| CACI | D | 0.46% | |
| BIO | D | 0.45% | |
| COLB | A | 0.44% | |
| KD | B | 0.44% | |
| HR | C | 0.43% | |
| GBCI | B | 0.43% | |
| WHR | B | 0.42% | |
| KRG | B | 0.4% | |
| ESNT | D | 0.4% | |
| CIEN | B | 0.4% | |
| FNB | A | 0.4% | |
| SCI | B | 0.4% | |
| LITE | B | 0.39% | |
| JHG | A | 0.39% | |
| THO | B | 0.39% | |
| THG | A | 0.39% | |
| PNFP | B | 0.38% | |
| AMG | B | 0.38% | |
| HOMB | A | 0.38% | |
| CCK | C | 0.38% | |
| UBSI | B | 0.38% | |
| UMBF | B | 0.37% | |
| BMRN | D | 0.37% | |
| NFG | A | 0.37% | |
| CFR | B | 0.35% | |
| UGI | A | 0.34% | |
| NXST | C | 0.34% | |
| NNN | D | 0.33% | |
| CW | B | 0.33% | |
| BDC | B | 0.33% | |
| SON | D | 0.33% | |
| CBSH | A | 0.33% | |
| CUZ | B | 0.32% | |
| IRT | A | 0.32% | |
| LAMR | D | 0.32% | |
| POR | C | 0.32% | |
| VLY | B | 0.32% | |
| SWX | B | 0.31% | |
| AVNT | B | 0.31% | |
| NJR | A | 0.31% | |
| AVT | C | 0.31% | |
| RGLD | C | 0.3% | |
| TKO | B | 0.3% | |
| KMPR | B | 0.29% | |
| SBRA | C | 0.29% | |
| FLO | D | 0.29% | |
| ORA | B | 0.29% | |
| FLS | B | 0.29% | |
| M | D | 0.29% | |
| KBR | F | 0.29% | |
| BKH | A | 0.29% | |
| SLGN | A | 0.29% | |
| TCBI | B | 0.28% | |
| CNO | A | 0.28% | |
| ASGN | F | 0.28% | |
| TXNM | A | 0.28% | |
| KRC | C | 0.28% | |
| OGS | A | 0.28% | |
| SAIC | F | 0.28% | |
| MTG | C | 0.27% | |
| ASB | B | 0.27% | |
| SEIC | B | 0.27% | |
| HQY | B | 0.27% | |
| IDA | A | 0.26% | |
| SR | A | 0.26% | |
| ASH | D | 0.26% | |
| HOG | D | 0.26% | |
| MIDD | C | 0.25% | |
| PRGO | B | 0.25% | |
| ALE | A | 0.25% | |
| PII | D | 0.24% | |
| CYTK | F | 0.24% | |
| MAT | D | 0.24% | |
| XRAY | F | 0.24% | |
| NWE | B | 0.23% | |
| GATX | A | 0.23% | |
| NVST | B | 0.23% | |
| CNM | D | 0.23% | |
| GHC | C | 0.22% | |
| FLG | C | 0.22% | |
| DOCS | C | 0.22% | |
| AZPN | A | 0.22% | |
| FHI | A | 0.22% | |
| EVR | B | 0.22% | |
| PBF | D | 0.21% | |
| BHF | B | 0.21% | |
| SLM | A | 0.21% | |
| EGP | F | 0.21% | |
| EXLS | B | 0.21% | |
| FFIN | B | 0.21% | |
| AMKR | D | 0.2% | |
| CVLT | B | 0.2% | |
| MAN | D | 0.2% | |
| VAC | B | 0.2% | |
| PCH | D | 0.2% | |
| PAG | B | 0.2% | |
| KBH | D | 0.19% | |
| CC | C | 0.19% | |
| NEOG | F | 0.19% | |
| OLN | D | 0.19% | |
| CHWY | B | 0.18% | |
| RH | B | 0.18% | |
| GT | C | 0.18% | |
| MUR | D | 0.18% | |
| MASI | A | 0.18% | |
| CXT | B | 0.18% | |
| MTSI | B | 0.18% | |
| RYN | D | 0.17% | |
| LPX | B | 0.17% | |
| HXL | D | 0.17% | |
| ENOV | C | 0.17% | |
| NOVT | D | 0.17% | |
| RLI | B | 0.17% | |
| BRKR | D | 0.16% | |
| OZK | B | 0.16% | |
| EXPO | D | 0.16% | |
| HWC | B | 0.16% | |
| IBOC | A | 0.15% | |
| ALTM | C | 0.15% | |
| JWN | C | 0.15% | |
| ENS | D | 0.15% | |
| RCM | F | 0.15% | |
| ALGM | D | 0.14% | |
| PPC | C | 0.14% | |
| ZI | D | 0.14% | |
| CDP | C | 0.14% | |
| BC | C | 0.14% | |
| CNXC | F | 0.13% | |
| UAA | C | 0.13% | |
| VNOM | A | 0.13% | |
| CRI | D | 0.13% | |
| ROIV | C | 0.13% | |
| SMG | D | 0.13% | |
| CBT | C | 0.13% | |
| EEFT | B | 0.13% | |
| GEF | A | 0.12% | |
| SYNA | C | 0.12% | |
| IRDM | D | 0.12% | |
| POWI | D | 0.12% | |
| MSM | C | 0.12% | |
| LIVN | F | 0.12% | |
| VSH | D | 0.12% | |
| LANC | C | 0.12% | |
| HAE | C | 0.12% | |
| CHH | A | 0.11% | |
| OPCH | D | 0.11% | |
| AMED | F | 0.11% | |
| COLM | B | 0.1% | |
| WEN | D | 0.1% | |
| NSA | D | 0.1% | |
| SAM | C | 0.1% | |
| TEX | D | 0.1% | |
| KNF | A | 0.1% | |
| EPR | D | 0.09% | |
| BLKB | B | 0.09% | |
| MMS | F | 0.09% | |
| PSN | D | 0.09% | |
| NSP | D | 0.09% | |
| VC | D | 0.09% | |
| TNL | A | 0.08% | |
| IPGP | D | 0.08% | |
| UA | C | 0.08% | |
| YETI | C | 0.08% | |
| CPRI | F | 0.08% | |
| HGV | B | 0.07% | |
| WMG | C | 0.07% | |
| AZTA | D | 0.05% | |
| MAGN | F | 0.02% | |
| WU | D | 0.0% | |
| CADE | B | 0.0% | |
| FNF | B | 0.0% |
IJJ Underweight 127 Positions Relative to IQSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | C | -1.12% | |
| PKG | A | -1.0% | |
| YUMC | C | -0.86% | |
| KEY | B | -0.85% | |
| PNR | A | -0.84% | |
| NTNX | A | -0.83% | |
| MANH | D | -0.82% | |
| MAS | D | -0.82% | |
| OC | A | -0.81% | |
| GEN | B | -0.79% | |
| KIM | A | -0.78% | |
| TOL | B | -0.76% | |
| TWLO | A | -0.76% | |
| FIX | A | -0.74% | |
| FLEX | A | -0.72% | |
| GWRE | A | -0.72% | |
| GGG | B | -0.71% | |
| SAIA | B | -0.69% | |
| FFIV | B | -0.68% | |
| DT | C | -0.68% | |
| POOL | C | -0.66% | |
| EPAM | C | -0.66% | |
| UDR | B | -0.65% | |
| TPR | B | -0.63% | |
| CHRW | C | -0.62% | |
| CPT | B | -0.61% | |
| ITT | A | -0.6% | |
| JKHY | D | -0.6% | |
| REG | B | -0.59% | |
| NBIX | C | -0.59% | |
| HST | C | -0.59% | |
| KMX | B | -0.59% | |
| JNPR | F | -0.58% | |
| NVT | B | -0.58% | |
| FTI | A | -0.58% | |
| ALB | C | -0.57% | |
| PAYC | B | -0.56% | |
| SJM | D | -0.55% | |
| DAY | B | -0.55% | |
| BLD | D | -0.55% | |
| Z | A | -0.55% | |
| LW | C | -0.55% | |
| AIZ | A | -0.54% | |
| NCLH | B | -0.54% | |
| TECH | D | -0.54% | |
| INSM | C | -0.54% | |
| NWSA | B | -0.53% | |
| IPG | D | -0.53% | |
| TTEK | F | -0.52% | |
| CTLT | B | -0.51% | |
| FND | C | -0.51% | |
| PRI | A | -0.5% | |
| CRL | C | -0.48% | |
| GL | B | -0.47% | |
| LKQ | D | -0.47% | |
| MKTX | D | -0.47% | |
| QGEN | D | -0.46% | |
| PCVX | D | -0.46% | |
| GLOB | B | -0.46% | |
| EXAS | D | -0.45% | |
| FN | D | -0.44% | |
| ROKU | D | -0.44% | |
| TFX | F | -0.43% | |
| PCTY | B | -0.43% | |
| AXTA | A | -0.43% | |
| EXEL | B | -0.43% | |
| WMS | D | -0.42% | |
| AOS | F | -0.42% | |
| RVMD | C | -0.42% | |
| RL | B | -0.41% | |
| ITCI | C | -0.41% | |
| PEN | B | -0.41% | |
| FRT | B | -0.4% | |
| PLNT | A | -0.4% | |
| MOS | F | -0.4% | |
| DVA | B | -0.4% | |
| HAS | D | -0.39% | |
| HRB | D | -0.39% | |
| NYT | C | -0.39% | |
| ONTO | D | -0.38% | |
| TREX | C | -0.37% | |
| HSIC | B | -0.37% | |
| MEDP | D | -0.37% | |
| RHI | B | -0.37% | |
| ESTC | C | -0.36% | |
| OLED | D | -0.35% | |
| RIVN | F | -0.35% | |
| APG | B | -0.35% | |
| MHK | D | -0.35% | |
| RGEN | D | -0.35% | |
| ANF | C | -0.34% | |
| WEX | D | -0.34% | |
| GTLS | B | -0.34% | |
| BPOP | B | -0.33% | |
| BEN | C | -0.33% | |
| H | B | -0.33% | |
| AGNC | D | -0.33% | |
| RYAN | B | -0.33% | |
| LSCC | D | -0.33% | |
| AZEK | A | -0.32% | |
| PARA | C | -0.32% | |
| FCN | D | -0.32% | |
| HLNE | B | -0.32% | |
| HALO | F | -0.32% | |
| CFLT | B | -0.31% | |
| AXS | A | -0.31% | |
| WBA | F | -0.3% | |
| ESI | A | -0.3% | |
| MSA | D | -0.3% | |
| SUM | B | -0.28% | |
| WFRD | D | -0.28% | |
| CROX | D | -0.28% | |
| ETSY | D | -0.28% | |
| BPMC | C | -0.28% | |
| VKTX | F | -0.27% | |
| ALTR | B | -0.27% | |
| WTS | B | -0.27% | |
| PATH | C | -0.26% | |
| FIVE | F | -0.23% | |
| IBP | D | -0.23% | |
| ACHC | F | -0.17% | |
| ZG | A | -0.16% | |
| COTY | F | -0.13% | |
| CACC | D | -0.13% | |
| NWS | B | -0.11% | |
| LEVI | F | -0.08% | |
| LCID | F | -0.08% |
IJJ: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Packaging & Containers
Asset Management
Diversified Industrials
REIT - Diversified
Apparel Manufacturing
Biotechnology
Business Services
Packaged Foods
REIT - Industrial
Semiconductors
Software - Application
Specialty Chemicals
Medical Care
REIT - Retail
Scientific & Technical Instruments
Specialty Retail
Utilities - Regulated Electric
Utilities - Regulated Gas
Auto Parts
IQSM: Top Represented Industries & Keywords
Industries:
Biotechnology
Software - Application
Diversified Industrials
Building Materials
Engineering & Construction
Software - Infrastructure
Business Services
Packaged Foods
REIT - Residential
REIT - Retail
Asset Management
Auto Parts
Diagnostics & Research
Leisure
Medical Care
Oil & Gas Equipment & Services
REIT - Industrial
Specialty Chemicals
Specialty Retail
Apparel Manufacturing
Compare ETFs
