IQSM vs. CDC ETF Comparison
Comparison of IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM) to Compass EMP U S EQ Income 100 Enhanced Volatility Weighted Fund (CDC)
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
$33.51
Average Daily Volume
13,788
Number of Holdings
*
214
* may have additional holdings in another (foreign) market
CDC
Compass EMP U S EQ Income 100 Enhanced Volatility Weighted Fund
CDC Description
The investment seeks to provide investment results that match the performance of the CEMP U.S. Large Cap High Dividend 100 Long/Cash Volatility Weighted Index before fees and expenses. The index is an unmanaged index that consists of the common stock of the 100 highest dividend yielding stocks of the CEMP U.S. Large Cap 500 Volatility Weighted Index. The index includes only those companies with consistent positive earnings and is weighted based on the volatility of each stock. Under normal market conditions, the fund invests at least 80% of its assets in the securities of U.S. issuers included in the index as of its most recent reconstitution.Grade (RS Rating)
Last Trade
$65.59
Average Daily Volume
29,782
Number of Holdings
*
100
* may have additional holdings in another (foreign) market
Performance
| Period | IQSM | CDC |
|---|---|---|
| 30 Days | 0.42% | 0.03% |
| 60 Days | 2.05% | 2.95% |
| 90 Days | 7.08% | 6.65% |
| 12 Months | 25.81% | 22.20% |
IQSM Overweight 210 Positions Relative to CDC
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | B | 1.12% | |
| PKG | B | 1.0% | |
| YUMC | B | 0.86% | |
| PNR | A | 0.84% | |
| BURL | A | 0.84% | |
| NTNX | B | 0.83% | |
| RPM | A | 0.83% | |
| MANH | D | 0.82% | |
| MAS | D | 0.82% | |
| OC | A | 0.81% | |
| XPO | B | 0.81% | |
| GEN | B | 0.79% | |
| KIM | A | 0.78% | |
| DOCU | B | 0.77% | |
| TOL | B | 0.76% | |
| TWLO | A | 0.76% | |
| EQH | B | 0.75% | |
| UTHR | C | 0.75% | |
| FIX | A | 0.74% | |
| FLEX | B | 0.72% | |
| USFD | B | 0.72% | |
| GWRE | A | 0.72% | |
| RGA | A | 0.72% | |
| GGG | A | 0.71% | |
| ACM | B | 0.7% | |
| SAIA | C | 0.69% | |
| EWBC | A | 0.69% | |
| FFIV | B | 0.68% | |
| DT | C | 0.68% | |
| SFM | B | 0.68% | |
| POOL | D | 0.66% | |
| EPAM | B | 0.66% | |
| UDR | C | 0.65% | |
| UNM | A | 0.65% | |
| RNR | D | 0.64% | |
| TPR | A | 0.63% | |
| CHRW | A | 0.62% | |
| CPT | D | 0.61% | |
| ELS | B | 0.61% | |
| JLL | C | 0.6% | |
| ITT | A | 0.6% | |
| AMH | C | 0.6% | |
| JKHY | D | 0.6% | |
| REG | A | 0.59% | |
| NBIX | D | 0.59% | |
| HST | D | 0.59% | |
| KMX | B | 0.59% | |
| JNPR | D | 0.58% | |
| NVT | C | 0.58% | |
| FTI | A | 0.58% | |
| ALB | C | 0.57% | |
| WPC | D | 0.57% | |
| PAYC | B | 0.56% | |
| RRX | B | 0.55% | |
| DAY | B | 0.55% | |
| BLD | F | 0.55% | |
| BJ | B | 0.55% | |
| Z | A | 0.55% | |
| LW | C | 0.55% | |
| AIZ | A | 0.54% | |
| DKS | D | 0.54% | |
| CG | B | 0.54% | |
| NCLH | B | 0.54% | |
| TECH | F | 0.54% | |
| INSM | D | 0.54% | |
| ATR | B | 0.54% | |
| SF | A | 0.54% | |
| NWSA | B | 0.53% | |
| TTEK | F | 0.52% | |
| CTLT | D | 0.51% | |
| FND | F | 0.51% | |
| CUBE | C | 0.51% | |
| PRI | A | 0.5% | |
| WTRG | B | 0.5% | |
| CRL | D | 0.48% | |
| EHC | B | 0.48% | |
| LAD | A | 0.48% | |
| AYI | B | 0.48% | |
| OHI | C | 0.47% | |
| GL | B | 0.47% | |
| LKQ | F | 0.47% | |
| INGR | B | 0.47% | |
| MKTX | D | 0.47% | |
| WAL | B | 0.47% | |
| SRPT | F | 0.46% | |
| ARMK | C | 0.46% | |
| QGEN | D | 0.46% | |
| WCC | B | 0.46% | |
| PCVX | D | 0.46% | |
| GLOB | C | 0.46% | |
| DTM | A | 0.46% | |
| EXAS | F | 0.45% | |
| ORI | A | 0.45% | |
| BRBR | A | 0.45% | |
| FBIN | F | 0.45% | |
| FN | C | 0.44% | |
| DCI | B | 0.44% | |
| ROKU | C | 0.44% | |
| TFX | F | 0.43% | |
| PCTY | B | 0.43% | |
| REXR | F | 0.43% | |
| AXTA | A | 0.43% | |
| EXEL | B | 0.43% | |
| WMS | F | 0.42% | |
| SNX | C | 0.42% | |
| KNX | B | 0.42% | |
| AOS | F | 0.42% | |
| RVMD | B | 0.42% | |
| RL | B | 0.41% | |
| TTC | D | 0.41% | |
| ITCI | B | 0.41% | |
| PEN | B | 0.41% | |
| BRX | A | 0.41% | |
| GPK | D | 0.41% | |
| MTZ | B | 0.41% | |
| CHE | D | 0.4% | |
| FRT | C | 0.4% | |
| PLNT | A | 0.4% | |
| MOS | D | 0.4% | |
| DVA | C | 0.4% | |
| X | C | 0.39% | |
| HAS | D | 0.39% | |
| HRB | D | 0.39% | |
| VOYA | A | 0.39% | |
| NYT | D | 0.39% | |
| ONTO | F | 0.38% | |
| WH | B | 0.37% | |
| TREX | C | 0.37% | |
| HSIC | C | 0.37% | |
| MEDP | D | 0.37% | |
| RHI | C | 0.37% | |
| ADC | A | 0.36% | |
| JAZZ | B | 0.36% | |
| ESTC | C | 0.36% | |
| KEX | A | 0.36% | |
| AA | A | 0.35% | |
| OLED | F | 0.35% | |
| RIVN | F | 0.35% | |
| APG | C | 0.35% | |
| G | A | 0.35% | |
| MHK | D | 0.35% | |
| RGEN | F | 0.35% | |
| ANF | C | 0.34% | |
| GNTX | D | 0.34% | |
| WEX | F | 0.34% | |
| GTLS | A | 0.34% | |
| ALV | C | 0.34% | |
| BPOP | D | 0.33% | |
| BEN | C | 0.33% | |
| H | B | 0.33% | |
| CMC | B | 0.33% | |
| FR | D | 0.33% | |
| AGNC | C | 0.33% | |
| RYAN | B | 0.33% | |
| LSCC | D | 0.33% | |
| CGNX | D | 0.33% | |
| GXO | B | 0.33% | |
| MKSI | C | 0.33% | |
| DINO | D | 0.32% | |
| AZEK | B | 0.32% | |
| LSTR | D | 0.32% | |
| PARA | D | 0.32% | |
| FCN | F | 0.32% | |
| HLNE | B | 0.32% | |
| HALO | D | 0.32% | |
| FAF | C | 0.31% | |
| CFLT | B | 0.31% | |
| DAR | B | 0.31% | |
| STAG | D | 0.31% | |
| MTN | C | 0.31% | |
| AXS | A | 0.31% | |
| ARW | D | 0.3% | |
| WBA | F | 0.3% | |
| ESI | B | 0.3% | |
| NOV | D | 0.3% | |
| MSA | D | 0.3% | |
| LFUS | D | 0.29% | |
| PVH | C | 0.28% | |
| AGCO | D | 0.28% | |
| SUM | B | 0.28% | |
| STWD | C | 0.28% | |
| CHX | C | 0.28% | |
| WFRD | F | 0.28% | |
| CROX | F | 0.28% | |
| SIGI | B | 0.28% | |
| ETSY | D | 0.28% | |
| BPMC | C | 0.28% | |
| VKTX | F | 0.27% | |
| ALTR | B | 0.27% | |
| WTS | A | 0.27% | |
| CLF | F | 0.26% | |
| LEA | F | 0.26% | |
| CRUS | F | 0.26% | |
| PATH | D | 0.26% | |
| POST | D | 0.25% | |
| AM | A | 0.24% | |
| TKR | F | 0.23% | |
| FIVE | F | 0.23% | |
| ST | F | 0.23% | |
| IBP | F | 0.23% | |
| DLB | D | 0.21% | |
| AN | D | 0.21% | |
| GAP | C | 0.21% | |
| 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% |
IQSM Underweight 96 Positions Relative to CDC
| Symbol | Grade | Weight | |
|---|---|---|---|
| KMI | A | -1.62% | |
| WMB | A | -1.46% | |
| ETR | A | -1.44% | |
| NI | A | -1.42% | |
| PPL | A | -1.39% | |
| OKE | A | -1.39% | |
| PM | A | -1.37% | |
| CSCO | B | -1.34% | |
| SRE | A | -1.33% | |
| DUK | C | -1.33% | |
| EVRG | A | -1.29% | |
| CME | A | -1.28% | |
| PAYX | B | -1.26% | |
| CVX | A | -1.25% | |
| SO | C | -1.25% | |
| CMS | C | -1.24% | |
| JNJ | D | -1.24% | |
| T | A | -1.23% | |
| PEP | F | -1.22% | |
| MO | A | -1.21% | |
| LNT | A | -1.21% | |
| FE | C | -1.2% | |
| MS | A | -1.18% | |
| XOM | A | -1.18% | |
| ED | D | -1.18% | |
| PFG | A | -1.18% | |
| MET | A | -1.18% | |
| WEC | A | -1.16% | |
| AEE | A | -1.15% | |
| MDT | D | -1.15% | |
| CNP | A | -1.12% | |
| STT | A | -1.1% | |
| CMCSA | B | -1.1% | |
| EIX | C | -1.09% | |
| DRI | B | -1.09% | |
| TAP | B | -1.09% | |
| OMC | C | -1.09% | |
| NTRS | A | -1.08% | |
| DTE | C | -1.08% | |
| EOG | A | -1.06% | |
| CLX | A | -1.04% | |
| TROW | A | -1.04% | |
| XEL | A | -1.04% | |
| KMB | C | -1.04% | |
| AEP | C | -1.04% | |
| MTB | A | -1.01% | |
| CTRA | A | -1.01% | |
| VZ | C | -1.01% | |
| PRU | A | -1.0% | |
| GILD | B | -0.99% | |
| PNC | A | -0.99% | |
| LYB | F | -0.98% | |
| IBM | D | -0.97% | |
| GIS | D | -0.97% | |
| EXC | C | -0.97% | |
| EMN | C | -0.96% | |
| KHC | F | -0.95% | |
| C | A | -0.95% | |
| HBAN | A | -0.95% | |
| ABBV | F | -0.95% | |
| HSY | F | -0.94% | |
| DOW | F | -0.94% | |
| FNF | C | -0.92% | |
| D | C | -0.92% | |
| CPB | D | -0.92% | |
| OWL | A | -0.91% | |
| RF | A | -0.9% | |
| FITB | A | -0.89% | |
| CAG | F | -0.88% | |
| USB | A | -0.88% | |
| GLW | B | -0.86% | |
| IP | A | -0.84% | |
| OVV | C | -0.82% | |
| KVUE | A | -0.82% | |
| DVN | F | -0.81% | |
| GPC | D | -0.8% | |
| PSX | C | -0.8% | |
| FANG | C | -0.8% | |
| UPS | C | -0.79% | |
| BG | D | -0.77% | |
| CRBG | B | -0.77% | |
| CFG | A | -0.76% | |
| AMGN | F | -0.74% | |
| HRL | F | -0.72% | |
| VLO | C | -0.71% | |
| HPQ | A | -0.69% | |
| TGT | C | -0.68% | |
| STX | D | -0.67% | |
| CVS | D | -0.64% | |
| MMM | D | -0.57% | |
| BBY | D | -0.56% | |
| F | C | -0.55% | |
| ADM | D | -0.5% | |
| AES | F | -0.49% | |
| DG | F | -0.4% | |
| EL | F | -0.39% |
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
CDC: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Banks - Regional - US
Packaged Foods
Utilities - Diversified
Asset Management
Oil & Gas E&P
Drug Manufacturers - Major
Household & Personal Products
Insurance - Life
Oil & Gas Midstream
Advertising Agencies
Chemicals
Discount Stores
Farm Products
Oil & Gas Integrated
Oil & Gas Refining & Marketing
Specialty Retail
Telecom Services
Tobacco
Utilities - Regulated Gas
Keywords:
S&P 500
Natural Gas
Electricity
Bank
Nasdaq 100
Banking
Gas Transmission
Cash Management
Insurance
Natural Gas Transmission
Dow Jones Component
Food Products
Investment Bank
Natural Gas Liquids
Natural Gas Storage
Financial Products
Investment Management
Natural Gas Distribution
Commercial Banking
Crude Oil
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