IQSM vs. DON ETF Comparison
Comparison of IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM) to WisdomTree MidCap Dividend Fund (DON)
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
$34.47
Average Daily Volume
6,656
214
DON
WisdomTree MidCap Dividend Fund
DON Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree MidCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of the mid-capitalization segment of the U.S. dividend-paying market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$53.63
Average Daily Volume
115,393
328
Performance
Period | IQSM | DON |
---|---|---|
30 Days | 5.31% | 5.64% |
60 Days | 11.03% | 11.04% |
90 Days | 13.41% | 13.03% |
12 Months | 36.42% | 37.37% |
110 Overlapping Holdings
Symbol | Grade | Weight in IQSM | Weight in DON | Overlap | |
---|---|---|---|---|---|
ACM | B | 0.73% | 0.21% | 0.21% | |
ADC | B | 0.36% | 0.09% | 0.09% | |
AGCO | D | 0.31% | 0.17% | 0.17% | |
AIZ | A | 0.5% | 0.34% | 0.34% | |
ALB | C | 0.56% | 0.22% | 0.22% | |
ALLY | C | 0.47% | 0.55% | 0.47% | |
AM | B | 0.25% | 0.61% | 0.25% | |
AMH | D | 0.62% | 0.18% | 0.18% | |
AOS | F | 0.45% | 0.22% | 0.22% | |
ARMK | B | 0.47% | 0.21% | 0.21% | |
ATR | B | 0.54% | 0.3% | 0.3% | |
AYI | A | 0.46% | 0.13% | 0.13% | |
BEN | C | 0.32% | 0.63% | 0.32% | |
BPOP | D | 0.31% | 0.3% | 0.3% | |
BRX | A | 0.41% | 0.39% | 0.39% | |
CG | B | 0.56% | 0.95% | 0.56% | |
CHE | F | 0.44% | 0.11% | 0.11% | |
CHRW | B | 0.62% | 0.49% | 0.49% | |
CHX | D | 0.27% | 0.15% | 0.15% | |
CMC | B | 0.31% | 0.14% | 0.14% | |
CPT | C | 0.61% | 0.3% | 0.3% | |
CUBE | D | 0.53% | 0.61% | 0.53% | |
DCI | A | 0.44% | 0.3% | 0.3% | |
DINO | F | 0.32% | 0.33% | 0.32% | |
DKS | D | 0.57% | 0.49% | 0.49% | |
DLB | C | 0.21% | 0.13% | 0.13% | |
DTM | A | 0.43% | 0.57% | 0.43% | |
EHC | B | 0.49% | 0.21% | 0.21% | |
ELS | C | 0.61% | 0.17% | 0.17% | |
EME | B | 1.01% | 0.27% | 0.27% | |
EQH | B | 0.74% | 0.59% | 0.59% | |
ESI | B | 0.31% | 0.17% | 0.17% | |
EWBC | B | 0.68% | 0.78% | 0.68% | |
FAF | D | 0.31% | 0.31% | 0.31% | |
FBIN | D | 0.52% | 0.2% | 0.2% | |
FIX | A | 0.69% | 0.2% | 0.2% | |
FR | D | 0.34% | 0.09% | 0.09% | |
FRT | C | 0.41% | 0.41% | 0.41% | |
GAP | C | 0.21% | 0.31% | 0.21% | |
GEN | B | 0.74% | 0.5% | 0.5% | |
GGG | C | 0.67% | 0.22% | 0.22% | |
GL | C | 0.47% | 0.16% | 0.16% | |
GNTX | D | 0.36% | 0.24% | 0.24% | |
GPK | C | 0.43% | 0.32% | 0.32% | |
H | C | 0.34% | 0.1% | 0.1% | |
HLNE | B | 0.32% | 0.28% | 0.28% | |
HRB | D | 0.41% | 0.52% | 0.41% | |
HST | C | 0.61% | 0.35% | 0.35% | |
IBP | F | 0.25% | 0.14% | 0.14% | |
INGR | B | 0.43% | 0.52% | 0.43% | |
IPG | F | 0.57% | 0.6% | 0.57% | |
ITT | A | 0.59% | 0.27% | 0.27% | |
JKHY | C | 0.65% | 0.24% | 0.24% | |
JNPR | C | 0.61% | 0.5% | 0.5% | |
KIM | A | 0.77% | 0.52% | 0.52% | |
LAD | B | 0.45% | 0.13% | 0.13% | |
LEA | F | 0.28% | 0.18% | 0.18% | |
LEVI | F | 0.08% | 0.1% | 0.08% | |
LFUS | C | 0.31% | 0.11% | 0.11% | |
LKQ | F | 0.47% | 0.35% | 0.35% | |
LSTR | C | 0.32% | 0.24% | 0.24% | |
LW | C | 0.55% | 0.17% | 0.17% | |
MAS | D | 0.87% | 0.65% | 0.65% | |
MKSI | D | 0.32% | 0.13% | 0.13% | |
MKTX | C | 0.54% | 0.18% | 0.18% | |
MOS | C | 0.42% | 0.28% | 0.28% | |
MSA | D | 0.31% | 0.11% | 0.11% | |
MTN | D | 0.3% | 0.32% | 0.3% | |
NOV | D | 0.3% | 0.1% | 0.1% | |
NWS | B | 0.11% | 0.09% | 0.09% | |
NWSA | B | 0.51% | 0.16% | 0.16% | |
NYT | B | 0.42% | 0.18% | 0.18% | |
OC | B | 0.77% | 0.34% | 0.34% | |
OLED | F | 0.46% | 0.13% | 0.13% | |
ORI | B | 0.44% | 0.65% | 0.44% | |
PAYC | B | 0.43% | 0.14% | 0.14% | |
PKG | B | 0.99% | 1.15% | 0.99% | |
POOL | B | 0.69% | 0.25% | 0.25% | |
PRI | A | 0.48% | 0.26% | 0.26% | |
PVH | C | 0.27% | 0.07% | 0.07% | |
REG | B | 0.6% | 0.35% | 0.35% | |
REXR | F | 0.47% | 0.12% | 0.12% | |
RGA | B | 0.69% | 0.58% | 0.58% | |
RHI | B | 0.35% | 0.23% | 0.23% | |
RL | B | 0.4% | 0.4% | 0.4% | |
RPM | B | 0.81% | 0.39% | 0.39% | |
RRX | B | 0.55% | 0.19% | 0.19% | |
SF | B | 0.51% | 0.35% | 0.35% | |
SIGI | B | 0.27% | 0.16% | 0.16% | |
SJM | D | 0.58% | 0.57% | 0.57% | |
SNX | B | 0.45% | 0.23% | 0.23% | |
STAG | D | 0.33% | 0.22% | 0.22% | |
TECH | B | 0.55% | 0.16% | 0.16% | |
TFX | F | 0.55% | 0.14% | 0.14% | |
TKR | F | 0.26% | 0.23% | 0.23% | |
TOL | B | 0.76% | 0.35% | 0.35% | |
TPR | A | 0.55% | 0.64% | 0.55% | |
TTC | D | 0.42% | 0.2% | 0.2% | |
TTEK | C | 0.66% | 0.17% | 0.17% | |
UDR | C | 0.66% | 0.5% | 0.5% | |
UNM | B | 0.57% | 0.57% | 0.57% | |
VOYA | B | 0.4% | 0.26% | 0.26% | |
WAL | B | 0.45% | 0.36% | 0.36% | |
WCC | B | 0.41% | 0.14% | 0.14% | |
WH | A | 0.35% | 0.28% | 0.28% | |
WMS | D | 0.5% | 0.16% | 0.16% | |
WPC | D | 0.61% | 0.74% | 0.61% | |
WTRG | B | 0.52% | 0.46% | 0.46% | |
WTS | C | 0.26% | 0.11% | 0.11% | |
X | C | 0.43% | 0.12% | 0.12% |
IQSM Overweight 104 Positions Relative to DON
Symbol | Grade | Weight | |
---|---|---|---|
MANH | C | 0.84% | |
YUMC | B | 0.84% | |
BURL | C | 0.82% | |
PNR | B | 0.81% | |
KEY | B | 0.8% | |
NTNX | B | 0.78% | |
GWRE | B | 0.72% | |
DT | C | 0.72% | |
UTHR | B | 0.71% | |
FFIV | B | 0.7% | |
USFD | B | 0.7% | |
RNR | B | 0.69% | |
DOCU | A | 0.69% | |
XPO | B | 0.68% | |
FLEX | A | 0.68% | |
JLL | C | 0.64% | |
EXAS | F | 0.63% | |
SAIA | C | 0.62% | |
NVT | B | 0.61% | |
SFM | A | 0.6% | |
KMX | F | 0.58% | |
TWLO | A | 0.58% | |
NBIX | C | 0.57% | |
BLD | F | 0.56% | |
INSM | C | 0.56% | |
SRPT | F | 0.56% | |
FTI | B | 0.55% | |
BJ | B | 0.55% | |
EPAM | C | 0.54% | |
PCVX | D | 0.54% | |
FND | F | 0.52% | |
CTLT | D | 0.52% | |
OHI | B | 0.51% | |
ONTO | F | 0.51% | |
NCLH | B | 0.5% | |
DAY | A | 0.48% | |
QGEN | D | 0.47% | |
ROKU | C | 0.47% | |
GLOB | B | 0.46% | |
CRL | D | 0.46% | |
Z | B | 0.45% | |
FN | B | 0.45% | |
DVA | D | 0.43% | |
HAS | D | 0.42% | |
KNX | B | 0.42% | |
BRBR | A | 0.42% | |
HSIC | F | 0.4% | |
AXTA | A | 0.39% | |
VKTX | C | 0.38% | |
TREX | C | 0.38% | |
MEDP | D | 0.38% | |
PEN | C | 0.38% | |
MTZ | A | 0.38% | |
PCTY | B | 0.38% | |
RVMD | B | 0.38% | |
EXEL | B | 0.37% | |
RIVN | F | 0.37% | |
ITCI | A | 0.37% | |
LSCC | C | 0.37% | |
KEX | C | 0.36% | |
ARW | F | 0.36% | |
AA | B | 0.36% | |
MHK | D | 0.35% | |
ALV | C | 0.35% | |
RGEN | F | 0.35% | |
GXO | C | 0.35% | |
JAZZ | B | 0.34% | |
RYAN | B | 0.34% | |
WEX | F | 0.34% | |
APG | B | 0.34% | |
ESTC | C | 0.34% | |
AGNC | D | 0.34% | |
FCN | F | 0.34% | |
CGNX | C | 0.34% | |
PLNT | B | 0.34% | |
CROX | F | 0.33% | |
WBA | F | 0.33% | |
ANF | C | 0.33% | |
CLF | D | 0.32% | |
CRUS | F | 0.32% | |
PARA | C | 0.31% | |
G | B | 0.31% | |
AZEK | B | 0.31% | |
HALO | C | 0.31% | |
ALTR | C | 0.3% | |
AXS | A | 0.3% | |
DAR | C | 0.3% | |
STWD | D | 0.29% | |
WFRD | F | 0.28% | |
POST | D | 0.27% | |
SUM | B | 0.27% | |
ETSY | D | 0.27% | |
PATH | D | 0.27% | |
BPMC | C | 0.26% | |
GTLS | B | 0.26% | |
CFLT | C | 0.26% | |
ST | F | 0.26% | |
FIVE | F | 0.24% | |
ACHC | F | 0.23% | |
AN | D | 0.2% | |
COTY | F | 0.14% | |
CACC | F | 0.14% | |
ZG | B | 0.13% | |
LCID | F | 0.1% |
IQSM Underweight 218 Positions Relative to DON
Symbol | Grade | Weight | |
---|---|---|---|
VST | B | -2.0% | |
CRBG | C | -1.18% | |
IP | B | -1.07% | |
VTRS | B | -0.91% | |
SNA | A | -0.9% | |
FNF | C | -0.89% | |
EVRG | B | -0.88% | |
CAG | F | -0.87% | |
SYF | B | -0.87% | |
PNW | B | -0.83% | |
NRG | B | -0.82% | |
EQT | B | -0.76% | |
NI | A | -0.73% | |
GLPI | D | -0.69% | |
LNT | D | -0.68% | |
LAMR | C | -0.67% | |
CPB | D | -0.66% | |
CMA | B | -0.66% | |
OGE | A | -0.66% | |
SWK | F | -0.66% | |
CNA | D | -0.65% | |
LUV | B | -0.64% | |
WSM | F | -0.62% | |
JEF | B | -0.62% | |
MAA | C | -0.62% | |
EMN | D | -0.61% | |
JXN | B | -0.6% | |
ESS | C | -0.59% | |
OWL | B | -0.59% | |
OMF | A | -0.52% | |
WSO | B | -0.52% | |
NNN | D | -0.52% | |
TXRH | B | -0.51% | |
UI | B | -0.51% | |
SW | B | -0.5% | |
LNC | B | -0.49% | |
LDOS | A | -0.48% | |
COLB | B | -0.48% | |
CF | B | -0.46% | |
SNV | B | -0.46% | |
ZION | B | -0.46% | |
CHRD | F | -0.45% | |
LII | A | -0.45% | |
NFG | C | -0.44% | |
ACI | C | -0.44% | |
SSNC | C | -0.41% | |
UGI | D | -0.41% | |
CFR | B | -0.41% | |
WBS | B | -0.41% | |
RDN | D | -0.4% | |
TPL | B | -0.4% | |
OVV | D | -0.4% | |
TAP | B | -0.4% | |
CIVI | D | -0.39% | |
SON | F | -0.38% | |
FLO | F | -0.38% | |
MTG | D | -0.38% | |
CE | F | -0.37% | |
DPZ | C | -0.36% | |
AFG | B | -0.36% | |
ALSN | A | -0.36% | |
WU | F | -0.35% | |
WEN | C | -0.35% | |
HOMB | B | -0.35% | |
PB | B | -0.34% | |
OZK | B | -0.34% | |
CSL | C | -0.34% | |
NXST | C | -0.33% | |
LECO | C | -0.32% | |
EVR | B | -0.31% | |
FLS | A | -0.31% | |
GBCI | B | -0.31% | |
BOKF | B | -0.3% | |
SEIC | B | -0.3% | |
VLY | B | -0.3% | |
POR | D | -0.3% | |
UBSI | B | -0.3% | |
SWX | B | -0.3% | |
CADE | B | -0.3% | |
BWXT | B | -0.29% | |
SCI | A | -0.29% | |
FNB | B | -0.29% | |
HII | F | -0.29% | |
PAG | C | -0.29% | |
MLI | B | -0.29% | |
ONB | B | -0.28% | |
CBT | B | -0.28% | |
FOXA | B | -0.28% | |
APA | F | -0.28% | |
REYN | F | -0.28% | |
SSB | B | -0.28% | |
IEX | B | -0.28% | |
MSM | C | -0.27% | |
ACT | D | -0.27% | |
WTFC | B | -0.27% | |
R | A | -0.26% | |
NJR | C | -0.25% | |
HLI | B | -0.25% | |
FOX | B | -0.25% | |
IDA | A | -0.24% | |
CBSH | A | -0.24% | |
KBH | C | -0.23% | |
RLI | A | -0.23% | |
LANC | B | -0.23% | |
NDSN | C | -0.23% | |
MDU | F | -0.23% | |
M | C | -0.23% | |
TER | F | -0.23% | |
HUN | F | -0.22% | |
IBKR | B | -0.22% | |
JBL | C | -0.22% | |
BBWI | D | -0.21% | |
AVT | B | -0.21% | |
ADTN | B | -0.21% | |
CASY | B | -0.21% | |
CWEN | D | -0.2% | |
BERY | C | -0.2% | |
THG | A | -0.2% | |
RGLD | B | -0.2% | |
FFIN | B | -0.2% | |
AWI | A | -0.19% | |
MORN | A | -0.19% | |
BSY | F | -0.19% | |
SEE | C | -0.19% | |
SAIC | B | -0.19% | |
BYD | A | -0.18% | |
MAN | F | -0.18% | |
CW | A | -0.18% | |
AEO | F | -0.18% | |
AIT | A | -0.18% | |
UFPI | C | -0.18% | |
PII | F | -0.18% | |
MUR | F | -0.18% | |
NEU | D | -0.18% | |
CCK | C | -0.18% | |
BC | C | -0.17% | |
OSK | B | -0.17% | |
CHH | B | -0.17% | |
LPX | B | -0.17% | |
UHS | D | -0.17% | |
GATX | B | -0.16% | |
COLM | C | -0.16% | |
SLGN | B | -0.16% | |
BWA | D | -0.16% | |
PR | C | -0.16% | |
RHP | B | -0.16% | |
THO | C | -0.16% | |
IPAR | C | -0.16% | |
AL | B | -0.16% | |
MGY | A | -0.16% | |
CHDN | B | -0.15% | |
WWD | B | -0.15% | |
EXP | B | -0.15% | |
HOG | F | -0.15% | |
PNFP | B | -0.15% | |
KBR | A | -0.15% | |
FG | B | -0.15% | |
AAON | B | -0.14% | |
MUSA | C | -0.14% | |
KNSL | D | -0.14% | |
GOLF | B | -0.14% | |
TKO | D | -0.14% | |
TPX | C | -0.14% | |
DNB | B | -0.14% | |
EDR | C | -0.14% | |
VMI | B | -0.13% | |
COKE | D | -0.13% | |
ASH | F | -0.13% | |
NSP | F | -0.13% | |
OLN | F | -0.13% | |
CC | C | -0.13% | |
MTDR | C | -0.13% | |
SM | C | -0.13% | |
BRKR | F | -0.12% | |
AMKR | F | -0.12% | |
SSD | C | -0.12% | |
ZWS | B | -0.12% | |
CR | A | -0.12% | |
BMI | C | -0.12% | |
PTEN | D | -0.12% | |
MMS | C | -0.12% | |
RRC | C | -0.12% | |
XRAY | F | -0.12% | |
PBF | F | -0.12% | |
EXPO | D | -0.11% | |
FELE | C | -0.11% | |
EGP | D | -0.11% | |
WING | F | -0.11% | |
ENSG | C | -0.11% | |
ESAB | B | -0.1% | |
PFSI | D | -0.1% | |
BCC | B | -0.1% | |
FSS | C | -0.09% | |
MOG.A | B | -0.09% | |
HXL | D | -0.09% | |
AMG | C | -0.09% | |
MTH | D | -0.09% | |
COLD | F | -0.09% | |
PEGA | A | -0.09% | |
BCPC | B | -0.08% | |
GPI | B | -0.08% | |
IRDM | C | -0.08% | |
CWEN | D | -0.08% | |
FUL | D | -0.08% | |
SNDR | A | -0.08% | |
RYN | D | -0.07% | |
TRNO | D | -0.07% | |
POWI | C | -0.07% | |
VNT | B | -0.07% | |
ORA | B | -0.07% | |
PECO | B | -0.06% | |
KRC | B | -0.06% | |
ASO | F | -0.06% | |
DDS | C | -0.06% | |
CNXC | F | -0.04% | |
SEB | F | -0.04% | |
NFE | F | -0.02% | |
DLN | A | -0.02% |
IQSM: Top Represented Industries & Keywords
DON: Top Represented Industries & Keywords