IQSM vs. CLSE ETF Comparison
Comparison of IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM) to Convergence Long/Short Equity ETF (CLSE)
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
214
CLSE
Convergence Long/Short Equity ETF
CLSE Description
The investment seeks long-term capital growth. The fund seeks to invest, under normal market conditions, at least 80% of its net assets (plus any borrowings for investment purposes) in long and short positions in equity securities of domestic companies. The adviser intends to maintain a net long exposure (the market value of long positions minus the market value of short positions) of approximately 50% to 100%. Under normal market conditions, the fund’s long positions may range from approximately 90% to 150% and its short positions may range from approximately 20% to 70%.Grade (RS Rating)
Last Trade
$23.63
Average Daily Volume
64,050
337
Performance
Period | IQSM | CLSE |
---|---|---|
30 Days | 0.42% | 3.31% |
60 Days | 2.05% | 6.84% |
90 Days | 7.08% | 9.02% |
12 Months | 25.81% | 39.09% |
52 Overlapping Holdings
Symbol | Grade | Weight in IQSM | Weight in CLSE | Overlap | |
---|---|---|---|---|---|
AA | A | 0.35% | -0.15% | -0.15% | |
AGCO | D | 0.28% | -0.15% | -0.15% | |
ALB | C | 0.57% | -0.16% | -0.16% | |
ANF | C | 0.34% | 0.11% | 0.11% | |
BEN | C | 0.33% | -0.31% | -0.31% | |
BPOP | D | 0.33% | -0.14% | -0.14% | |
CACC | D | 0.13% | -0.34% | -0.34% | |
CFLT | B | 0.31% | -0.52% | -0.52% | |
CGNX | D | 0.33% | -0.48% | -0.48% | |
CHRW | A | 0.62% | 0.58% | 0.58% | |
COTY | F | 0.13% | -0.16% | -0.16% | |
CRL | D | 0.48% | -0.16% | -0.16% | |
DAR | B | 0.31% | -0.16% | -0.16% | |
DAY | B | 0.55% | -0.15% | -0.15% | |
DOCU | B | 0.77% | 1.34% | 0.77% | |
DVA | C | 0.4% | 0.75% | 0.4% | |
EME | B | 1.12% | 0.76% | 0.76% | |
ESTC | C | 0.36% | -0.29% | -0.29% | |
EXAS | F | 0.45% | -0.07% | -0.07% | |
FFIV | B | 0.68% | 0.44% | 0.44% | |
FIVE | F | 0.23% | -0.51% | -0.51% | |
FN | C | 0.44% | 0.14% | 0.14% | |
FND | F | 0.51% | -0.52% | -0.52% | |
FTI | A | 0.58% | 0.59% | 0.58% | |
GNTX | D | 0.34% | -0.09% | -0.09% | |
GTLS | A | 0.34% | -0.15% | -0.15% | |
HALO | D | 0.32% | 1.0% | 0.32% | |
IBP | F | 0.23% | 0.26% | 0.23% | |
JLL | C | 0.6% | 0.2% | 0.2% | |
KEY | A | 0.85% | -0.25% | -0.25% | |
LKQ | F | 0.47% | -0.17% | -0.17% | |
LSCC | D | 0.33% | -0.76% | -0.76% | |
LW | C | 0.55% | -0.26% | -0.26% | |
MKTX | D | 0.47% | -0.3% | -0.3% | |
MTN | C | 0.31% | -0.16% | -0.16% | |
MTZ | B | 0.41% | 0.67% | 0.41% | |
NTNX | B | 0.83% | 1.13% | 0.83% | |
NWS | B | 0.11% | -0.47% | -0.47% | |
PATH | D | 0.26% | -0.39% | -0.39% | |
POOL | D | 0.66% | -0.58% | -0.58% | |
REXR | F | 0.43% | -0.1% | -0.1% | |
RGA | A | 0.72% | 0.53% | 0.53% | |
RIVN | F | 0.35% | -0.41% | -0.41% | |
RNR | D | 0.64% | -0.16% | -0.16% | |
SAIA | C | 0.69% | -0.22% | -0.22% | |
SUM | B | 0.28% | -0.24% | -0.24% | |
TOL | B | 0.76% | 0.23% | 0.23% | |
TREX | C | 0.37% | -0.16% | -0.16% | |
UTHR | C | 0.75% | 0.08% | 0.08% | |
WAL | B | 0.47% | -0.19% | -0.19% | |
WTRG | B | 0.5% | -0.26% | -0.26% | |
XPO | B | 0.81% | -0.17% | -0.17% |
IQSM Overweight 162 Positions Relative to CLSE
Symbol | Grade | Weight | |
---|---|---|---|
PKG | B | 1.0% | |
YUMC | B | 0.86% | |
PNR | A | 0.84% | |
BURL | A | 0.84% | |
RPM | A | 0.83% | |
MANH | D | 0.82% | |
MAS | D | 0.82% | |
OC | A | 0.81% | |
GEN | B | 0.79% | |
KIM | A | 0.78% | |
TWLO | A | 0.76% | |
EQH | B | 0.75% | |
FIX | A | 0.74% | |
FLEX | B | 0.72% | |
USFD | B | 0.72% | |
GWRE | A | 0.72% | |
GGG | A | 0.71% | |
ACM | B | 0.7% | |
EWBC | A | 0.69% | |
DT | C | 0.68% | |
SFM | B | 0.68% | |
EPAM | B | 0.66% | |
UDR | C | 0.65% | |
UNM | A | 0.65% | |
TPR | A | 0.63% | |
CPT | D | 0.61% | |
ELS | B | 0.61% | |
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% | |
WPC | D | 0.57% | |
PAYC | B | 0.56% | |
RRX | B | 0.55% | |
SJM | D | 0.55% | |
BLD | F | 0.55% | |
BJ | B | 0.55% | |
Z | A | 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% | |
IPG | F | 0.53% | |
TTEK | F | 0.52% | |
CTLT | D | 0.51% | |
CUBE | C | 0.51% | |
PRI | A | 0.5% | |
EHC | B | 0.48% | |
LAD | A | 0.48% | |
AYI | B | 0.48% | |
OHI | C | 0.47% | |
GL | B | 0.47% | |
ALLY | C | 0.47% | |
INGR | 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% | |
ORI | A | 0.45% | |
BRBR | A | 0.45% | |
FBIN | F | 0.45% | |
DCI | B | 0.44% | |
ROKU | C | 0.44% | |
TFX | F | 0.43% | |
PCTY | B | 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% | |
CHE | D | 0.4% | |
FRT | C | 0.4% | |
PLNT | A | 0.4% | |
MOS | D | 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% | |
HSIC | C | 0.37% | |
MEDP | D | 0.37% | |
RHI | C | 0.37% | |
ADC | A | 0.36% | |
JAZZ | B | 0.36% | |
KEX | A | 0.36% | |
OLED | F | 0.35% | |
APG | C | 0.35% | |
G | A | 0.35% | |
MHK | D | 0.35% | |
RGEN | F | 0.35% | |
WEX | F | 0.34% | |
ALV | C | 0.34% | |
H | B | 0.33% | |
CMC | B | 0.33% | |
FR | D | 0.33% | |
AGNC | C | 0.33% | |
RYAN | B | 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% | |
FAF | C | 0.31% | |
STAG | D | 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% | |
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% | |
POST | D | 0.25% | |
AM | A | 0.24% | |
TKR | F | 0.23% | |
ST | F | 0.23% | |
DLB | D | 0.21% | |
AN | D | 0.21% | |
GAP | C | 0.21% | |
ACHC | F | 0.17% | |
ZG | A | 0.16% | |
LEVI | F | 0.08% | |
LCID | F | 0.08% |
IQSM Underweight 285 Positions Relative to CLSE
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | B | -4.52% | |
GOOGL | B | -3.45% | |
META | C | -3.33% | |
APP | A | -2.93% | |
AVGO | C | -2.43% | |
AMZN | B | -2.42% | |
MU | D | -2.37% | |
HPE | B | -1.96% | |
ANET | C | -1.92% | |
CVNA | A | -1.88% | |
WMT | A | -1.81% | |
QCOM | F | -1.78% | |
IDCC | A | -1.51% | |
ACIW | B | -1.49% | |
CVLT | B | -1.49% | |
GDDY | A | -1.41% | |
ORCL | A | -1.33% | |
BMY | B | -1.28% | |
NTAP | D | -1.21% | |
JHG | A | -1.16% | |
PYPL | A | -1.14% | |
HD | A | -1.12% | |
AAPL | C | -1.12% | |
GILD | B | -1.11% | |
SYF | B | -1.08% | |
NTRS | A | -1.06% | |
SNEX | A | -1.06% | |
TSLA | A | -1.04% | |
ABBV | F | -1.03% | |
LNG | A | -0.93% | |
BFH | B | -0.91% | |
PLTR | A | -0.9% | |
AMG | A | -0.9% | |
PPC | B | -0.9% | |
SEIC | A | -0.89% | |
AMRX | C | -0.87% | |
MLI | B | -0.87% | |
JNJ | D | -0.84% | |
GVA | A | -0.84% | |
IESC | B | -0.82% | |
PRIM | A | -0.82% | |
GM | B | -0.82% | |
CARG | A | -0.79% | |
THC | C | -0.78% | |
BAC | A | -0.78% | |
MO | A | -0.76% | |
CAH | A | -0.76% | |
NFLX | A | -0.75% | |
FITB | A | -0.75% | |
COR | B | -0.75% | |
NRG | B | -0.74% | |
STRL | B | -0.74% | |
CPNG | D | -0.73% | |
WFC | A | -0.72% | |
ALNY | D | -0.71% | |
UHS | D | -0.71% | |
CEIX | A | -0.71% | |
AVT | C | -0.7% | |
VRT | A | -0.7% | |
MWA | B | -0.68% | |
ZION | A | -0.68% | |
RF | A | -0.67% | |
PNC | A | -0.67% | |
APH | B | -0.67% | |
ALSN | A | -0.66% | |
UMBF | B | -0.65% | |
LDOS | C | -0.64% | |
JXN | B | -0.62% | |
JPM | A | -0.62% | |
IBM | D | -0.62% | |
MPWR | F | -0.62% | |
FTDR | B | -0.61% | |
EXPE | A | -0.6% | |
YOU | D | -0.6% | |
FLR | B | -0.58% | |
SLVM | B | -0.57% | |
TMUS | A | -0.56% | |
XOM | A | -0.56% | |
TSN | A | -0.55% | |
CACI | C | -0.55% | |
UNP | D | -0.53% | |
T | A | -0.53% | |
VST | A | -0.52% | |
MET | A | -0.51% | |
GOOG | B | -0.49% | |
EXP | B | -0.48% | |
PNW | A | -0.48% | |
VLO | C | -0.47% | |
AVA | C | -0.46% | |
PGR | B | -0.46% | |
MPC | C | -0.45% | |
ALL | A | -0.45% | |
CNA | C | -0.44% | |
GLW | B | -0.44% | |
PG | C | -0.44% | |
SCCO | F | -0.43% | |
RMD | C | -0.43% | |
PM | A | -0.42% | |
LPX | A | -0.42% | |
CTRE | D | -0.42% | |
UI | A | -0.38% | |
SPG | A | -0.37% | |
R | B | -0.37% | |
BKNG | A | -0.37% | |
CF | A | -0.36% | |
SR | A | -0.36% | |
J | D | -0.35% | |
DUOL | B | -0.34% | |
OUT | A | -0.34% | |
PTON | C | -0.34% | |
RGLD | A | -0.34% | |
CCL | A | -0.34% | |
EQR | C | -0.34% | |
NEM | F | -0.32% | |
LAMR | D | -0.31% | |
CNC | F | -0.31% | |
MDT | D | -0.3% | |
CVS | D | -0.29% | |
IIPR | F | -0.29% | |
ATGE | B | -0.29% | |
NVR | D | -0.25% | |
MATX | B | -0.22% | |
EEFT | C | -0.22% | |
MUSA | A | -0.2% | |
ABM | B | -0.19% | |
KR | B | -0.17% | |
BAH | D | -0.17% | |
SQ | A | -0.15% | |
MRK | F | -0.15% | |
NSA | C | -0.15% | |
EXPD | D | -0.14% | |
GRMN | B | -0.13% | |
VCYT | B | -0.12% | |
CINF | A | -0.12% | |
PRU | A | -0.12% | |
SEE | D | -0.11% | |
NTRA | B | -0.1% | |
ILMN | C | -0.1% | |
AEIS | B | -0.07% | |
INCY | B | -0.07% | |
HQY | A | -0.07% | |
LNTH | F | -0.05% | |
QQQ | B | -0.0% | |
LRCX | F | -0.0% | |
PATK | C | -0.0% | |
SO | C | -0.0% | |
HGV | C | --0.06% | |
RYN | D | --0.07% | |
CCS | F | --0.07% | |
HUN | F | --0.08% | |
AES | F | --0.08% | |
VMC | B | --0.08% | |
FLYW | B | --0.08% | |
BC | D | --0.09% | |
JOE | F | --0.09% | |
FL | F | --0.09% | |
APD | A | --0.1% | |
ABG | B | --0.1% | |
PENN | C | --0.1% | |
NSC | B | --0.11% | |
MCW | C | --0.11% | |
DLR | A | --0.11% | |
ALIT | C | --0.12% | |
EL | F | --0.12% | |
ENPH | F | --0.12% | |
PCH | D | --0.12% | |
ACVA | A | --0.12% | |
EQIX | A | --0.12% | |
MKL | A | --0.13% | |
BECN | A | --0.13% | |
PYCR | C | --0.14% | |
AGO | A | --0.14% | |
EXR | C | --0.14% | |
MLM | B | --0.14% | |
CC | C | --0.15% | |
JBLU | D | --0.15% | |
AVAV | C | --0.15% | |
DRVN | A | --0.15% | |
CZR | F | --0.16% | |
OSK | B | --0.16% | |
BHF | B | --0.16% | |
CNH | C | --0.16% | |
NXST | D | --0.16% | |
COLD | F | --0.16% | |
LGIH | F | --0.16% | |
EW | C | --0.16% | |
C | A | --0.17% | |
RBA | A | --0.17% | |
AL | A | --0.17% | |
UHAL | D | --0.17% | |
NARI | B | --0.17% | |
KRG | B | --0.17% | |
AJG | A | --0.17% | |
KNSL | B | --0.17% | |
SITE | D | --0.17% | |
BIRK | D | --0.17% | |
AIR | B | --0.18% | |
SW | A | --0.18% | |
EBC | A | --0.18% | |
MASI | B | --0.18% | |
MDGL | C | --0.19% | |
XYL | D | --0.19% | |
CHDN | C | --0.19% | |
ENOV | C | --0.19% | |
BRKR | F | --0.19% | |
TEX | D | --0.19% | |
PRCT | B | --0.19% | |
TTD | B | --0.19% | |
GATX | A | --0.2% | |
WTM | A | --0.2% | |
CGON | D | --0.2% | |
UEC | A | --0.2% | |
BE | B | --0.21% | |
SRE | A | --0.21% | |
ATO | A | --0.21% | |
EQT | A | --0.22% | |
AESI | B | --0.22% | |
HSY | F | --0.23% | |
GPOR | A | --0.23% | |
NOG | A | --0.23% | |
BANC | B | --0.23% | |
ARWR | D | --0.24% | |
VAL | F | --0.24% | |
ELF | C | --0.24% | |
PSA | C | --0.24% | |
LYV | A | --0.25% | |
MSCI | A | --0.26% | |
TEAM | B | --0.26% | |
CELH | F | --0.26% | |
ABNB | C | --0.27% | |
AUR | C | --0.27% | |
PTEN | C | --0.27% | |
SOFI | A | --0.27% | |
AWK | C | --0.27% | |
FCNCA | A | --0.27% | |
PINS | F | --0.28% | |
MNST | B | --0.28% | |
FOUR | A | --0.28% | |
NEOG | D | --0.29% | |
BILL | A | --0.29% | |
GT | C | --0.29% | |
XP | F | --0.3% | |
NDAQ | A | --0.3% | |
MDB | C | --0.3% | |
STNE | F | --0.31% | |
AFRM | A | --0.31% | |
APLS | F | --0.31% | |
GTLB | C | --0.32% | |
LPLA | A | --0.34% | |
VVV | B | --0.34% | |
COHR | C | --0.34% | |
ZBRA | B | --0.35% | |
APO | A | --0.35% | |
CCOI | B | --0.36% | |
DG | F | --0.36% | |
ALGM | F | --0.36% | |
INSP | F | --0.37% | |
BA | F | --0.37% | |
DLTR | F | --0.38% | |
WBD | B | --0.39% | |
BBIO | F | --0.4% | |
ON | F | --0.41% | |
CYTK | D | --0.44% | |
U | F | --0.45% | |
MRNA | F | --0.46% | |
MCHP | F | --0.48% | |
GE | D | --0.48% | |
SATS | D | --0.48% | |
RH | C | --0.49% | |
DV | C | --0.49% | |
RBLX | B | --0.5% | |
TTWO | A | --0.5% | |
ADBE | F | --0.51% | |
ZI | D | --0.54% | |
BRZE | C | --0.54% | |
DELL | B | --0.55% | |
WST | C | --0.57% | |
FIVN | C | --0.58% | |
DXCM | C | --0.58% | |
SMCI | F | --0.59% | |
WDC | F | --0.73% | |
TXN | B | --0.87% | |
LITE | B | --0.88% | |
INTC | C | --0.99% | |
FSLR | D | --1.21% |
IQSM: Top Represented Industries & Keywords
CLSE: Top Represented Industries & Keywords