IQSM vs. EZM ETF Comparison

Comparison of IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM) to WisdomTree MidCap Earnings Fund (EZM)

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

EZM

WisdomTree MidCap Earnings Fund

EZM Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree MidCap Earnings 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 earnings-generating companies within the mid-capitalization segment of the U.S. Stock Market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$66.96

Average Daily Volume

20,413

Number of Holdings ^*

528

* may have additional holdings in another (foreign) market

Performance

Period	IQSM	EZM
30 Days	4.29%	5.88%
60 Days	5.32%	6.74%
90 Days	6.64%	6.95%
12 Months	27.71%	29.03%

106 Overlapping Holdings

Symbol	Grade	Weight in IQSM	Weight in EZM	Overlap
ACHC	F	0.17%	0.06%	0.06%
ADC	A	0.36%	0.1%	0.1%
AGCO	D	0.28%	0.42%	0.28%
AIZ	A	0.54%	0.39%	0.39%
ALLY	C	0.47%	0.54%	0.47%
ALTR	B	0.27%	0.06%	0.06%
AM	A	0.24%	0.17%	0.17%
AN	C	0.21%	0.58%	0.21%
ANF	F	0.34%	0.17%	0.17%
AOS	F	0.42%	0.23%	0.23%
APG	B	0.35%	0.2%	0.2%
ARMK	B	0.46%	0.26%	0.26%
ARW	D	0.3%	0.46%	0.3%
ATR	B	0.54%	0.17%	0.17%
AYI	B	0.48%	0.35%	0.35%
AZEK	A	0.32%	0.07%	0.07%
BJ	A	0.55%	0.3%	0.3%
BRBR	A	0.45%	0.11%	0.11%
BRX	A	0.41%	0.19%	0.19%
CACC	D	0.13%	0.13%	0.13%
CHE	D	0.4%	0.13%	0.13%
CHX	C	0.28%	0.16%	0.16%
CLF	F	0.26%	0.09%	0.09%
CMC	B	0.33%	0.49%	0.33%
CROX	D	0.28%	0.31%	0.28%
CRUS	D	0.26%	0.18%	0.18%
CUBE	C	0.51%	0.19%	0.19%
DCI	B	0.44%	0.2%	0.2%
DKS	D	0.54%	0.65%	0.54%
DLB	B	0.21%	0.07%	0.07%
DOCU	B	0.77%	0.39%	0.39%
DTM	A	0.46%	0.26%	0.26%
DVA	C	0.4%	0.46%	0.4%
EHC	B	0.48%	0.24%	0.24%
ESI	B	0.3%	0.18%	0.18%
ETSY	D	0.28%	0.09%	0.09%
EWBC	A	0.69%	0.81%	0.69%
EXEL	B	0.43%	0.12%	0.12%
FAF	A	0.31%	0.1%	0.1%
FBIN	D	0.45%	0.23%	0.23%
FCN	F	0.32%	0.09%	0.09%
FIX	A	0.74%	0.28%	0.28%
FR	D	0.33%	0.12%	0.12%
FRT	B	0.4%	0.14%	0.14%
GAP	C	0.21%	0.08%	0.08%
GNTX	C	0.34%	0.16%	0.16%
GPK	C	0.41%	0.44%	0.41%
GTLS	A	0.34%	0.13%	0.13%
GWRE	A	0.72%	0.16%	0.16%
GXO	B	0.33%	0.14%	0.14%
H	B	0.33%	0.27%	0.27%
HALO	F	0.32%	0.16%	0.16%
HLNE	B	0.32%	0.14%	0.14%
HRB	D	0.39%	0.34%	0.34%
HSIC	C	0.37%	0.29%	0.29%
IBP	D	0.23%	0.16%	0.16%
INGR	C	0.47%	0.35%	0.35%
ITT	A	0.6%	0.25%	0.25%
JLL	D	0.6%	0.25%	0.25%
JNPR	D	0.58%	0.41%	0.41%
KEX	B	0.36%	0.15%	0.15%
LAD	A	0.48%	0.61%	0.48%
LEA	F	0.26%	0.21%	0.21%
LFUS	D	0.29%	0.14%	0.14%
LSCC	D	0.33%	0.1%	0.1%
LSTR	D	0.32%	0.14%	0.14%
MEDP	D	0.37%	0.13%	0.13%
MKSI	C	0.33%	0.2%	0.2%
MKTX	D	0.47%	0.1%	0.1%
MSA	F	0.3%	0.11%	0.11%
MTN	C	0.31%	0.09%	0.09%
NOV	C	0.3%	0.14%	0.14%
NYT	D	0.39%	0.12%	0.12%
OLED	F	0.35%	0.09%	0.09%
ONTO	F	0.38%	0.11%	0.11%
ORI	A	0.45%	0.42%	0.42%
PCTY	C	0.43%	0.18%	0.18%
PEN	B	0.41%	0.09%	0.09%
PLNT	A	0.4%	0.11%	0.11%
POST	C	0.25%	0.19%	0.19%
PRI	B	0.5%	0.32%	0.32%
PVH	C	0.28%	0.25%	0.25%
RHI	C	0.37%	0.18%	0.18%
RL	C	0.41%	0.4%	0.4%
RRX	B	0.55%	0.37%	0.37%
RYAN	A	0.33%	0.14%	0.14%
SF	B	0.54%	0.41%	0.41%
SFM	A	0.68%	0.39%	0.39%
SIGI	C	0.28%	0.12%	0.12%
SNX	D	0.42%	0.54%	0.42%
STAG	D	0.31%	0.08%	0.08%
SUM	B	0.28%	0.11%	0.11%
TKR	D	0.23%	0.22%	0.22%
TOL	B	0.76%	1.15%	0.76%
TPR	B	0.63%	0.72%	0.63%
TREX	C	0.37%	0.09%	0.09%
TTC	C	0.41%	0.2%	0.2%
TTEK	F	0.52%	0.16%	0.16%
UNM	A	0.65%	1.03%	0.65%
VOYA	B	0.39%	0.39%	0.39%
WAL	B	0.47%	0.59%	0.47%
WCC	B	0.46%	0.46%	0.46%
WEX	D	0.34%	0.25%	0.25%
WH	B	0.37%	0.18%	0.18%
WTS	B	0.27%	0.12%	0.12%
X	B	0.39%	0.53%	0.39%

IQSM Overweight 108 Positions Relative to EZM

Symbol	Grade	Weight
EME	A	1.12%
PKG	A	1.0%
YUMC	C	0.86%
KEY	B	0.85%
PNR	A	0.84%
BURL	B	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%
TWLO	A	0.76%
EQH	C	0.75%
UTHR	C	0.75%
FLEX	B	0.72%
USFD	A	0.72%
RGA	A	0.72%
GGG	B	0.71%
ACM	B	0.7%
SAIA	B	0.69%
FFIV	B	0.68%
DT	D	0.68%
POOL	C	0.66%
EPAM	B	0.66%
UDR	B	0.65%
RNR	C	0.64%
CHRW	B	0.62%
CPT	B	0.61%
ELS	C	0.61%
AMH	C	0.6%
JKHY	D	0.6%
REG	A	0.59%
NBIX	C	0.59%
HST	C	0.59%
KMX	B	0.59%
NVT	B	0.58%
FTI	A	0.58%
ALB	B	0.57%
WPC	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%
CG	B	0.54%
NCLH	B	0.54%
TECH	F	0.54%
INSM	C	0.54%
NWSA	A	0.53%
IPG	D	0.53%
CTLT	C	0.51%
FND	D	0.51%
WTRG	B	0.5%
CRL	D	0.48%
OHI	C	0.47%
GL	C	0.47%
LKQ	F	0.47%
SRPT	F	0.46%
QGEN	D	0.46%
PCVX	D	0.46%
GLOB	B	0.46%
EXAS	D	0.45%
FN	C	0.44%
ROKU	D	0.44%
TFX	F	0.43%
REXR	F	0.43%
AXTA	B	0.43%
WMS	F	0.42%
KNX	C	0.42%
RVMD	C	0.42%
ITCI	C	0.41%
MTZ	B	0.41%
MOS	F	0.4%
HAS	D	0.39%
JAZZ	B	0.36%
ESTC	C	0.36%
AA	A	0.35%
RIVN	F	0.35%
G	B	0.35%
MHK	D	0.35%
RGEN	D	0.35%
ALV	C	0.34%
BPOP	C	0.33%
BEN	C	0.33%
AGNC	C	0.33%
CGNX	D	0.33%
DINO	D	0.32%
PARA	C	0.32%
CFLT	B	0.31%
DAR	C	0.31%
AXS	A	0.31%
WBA	F	0.3%
STWD	C	0.28%
WFRD	D	0.28%
BPMC	B	0.28%
VKTX	F	0.27%
PATH	C	0.26%
FIVE	F	0.23%
ST	F	0.23%
ZG	A	0.16%
COTY	F	0.13%
NWS	A	0.11%
LEVI	F	0.08%
LCID	F	0.08%

IQSM Underweight 422 Positions Relative to EZM

Symbol	Grade	Weight
AAL	B	-0.81%
JXN	C	-0.73%
CMA	B	-0.69%
THC	D	-0.62%
ALSN	B	-0.58%
WBS	A	-0.56%
TMHC	C	-0.56%
MLI	B	-0.55%
IBKR	A	-0.54%
UI	B	-0.53%
ZION	B	-0.52%
AMG	B	-0.49%
LNC	C	-0.49%
UHS	D	-0.47%
CNX	A	-0.47%
SNV	C	-0.47%
COKE	C	-0.46%
AFG	A	-0.44%
ALK	B	-0.43%
MTH	D	-0.42%
R	B	-0.42%
MTG	C	-0.42%
BWA	D	-0.42%
GPI	B	-0.4%
KBH	D	-0.4%
MSTR	B	-0.39%
BERY	C	-0.39%
CFR	B	-0.38%
WTFC	A	-0.37%
ABG	C	-0.37%
DDS	B	-0.37%
BOKF	B	-0.37%
MTDR	B	-0.36%
PBF	D	-0.36%
OGN	F	-0.36%
SM	B	-0.35%
AVT	C	-0.35%
EXP	B	-0.35%
RDN	D	-0.35%
OMF	A	-0.35%
ONB	C	-0.34%
PNFP	B	-0.34%
BYD	B	-0.34%
CCOI	B	-0.34%
MUSA	B	-0.33%
ACT	C	-0.33%
HOG	D	-0.33%
RRC	B	-0.33%
FNB	A	-0.32%
M	F	-0.32%
BTU	B	-0.32%
CEIX	A	-0.32%
CAR	C	-0.32%
COHR	B	-0.31%
SCI	B	-0.3%
BHF	C	-0.3%
MHO	D	-0.3%
SSB	B	-0.29%
OZK	B	-0.29%
UGI	C	-0.28%
CBSH	B	-0.28%
COOP	B	-0.28%
BC	C	-0.28%
HRI	C	-0.28%
AL	B	-0.27%
DBX	B	-0.27%
BCC	B	-0.27%
CIVI	D	-0.27%
BBWI	C	-0.27%
CACI	D	-0.27%
ARCH	B	-0.27%
CHRD	D	-0.27%
DXC	B	-0.27%
OSK	C	-0.27%
JEF	A	-0.27%
EVR	B	-0.26%
VLY	B	-0.26%
HWC	B	-0.26%
NOG	B	-0.26%
TGNA	B	-0.25%
SEIC	B	-0.25%
COLB	B	-0.25%
AR	B	-0.25%
NFG	A	-0.25%
AIT	B	-0.25%
CW	C	-0.25%
PNW	A	-0.25%
UFPI	C	-0.25%
AMR	C	-0.25%
CNM	D	-0.25%
MGY	A	-0.25%
LBRT	D	-0.24%
CRK	B	-0.24%
RUSHA	C	-0.24%
IBOC	B	-0.24%
CIEN	C	-0.24%
PB	B	-0.24%
OLN	F	-0.24%
WU	F	-0.24%
UMBF	B	-0.24%
TPH	D	-0.24%
MUR	D	-0.24%
SANM	B	-0.24%
TNL	A	-0.24%
MATX	C	-0.23%
BDC	C	-0.23%
SKX	D	-0.23%
GMS	B	-0.23%
ELAN	D	-0.23%
TPX	B	-0.23%
SEE	C	-0.23%
MIDD	C	-0.23%
BECN	B	-0.23%
CLH	C	-0.23%
SLGN	A	-0.22%
VNT	C	-0.22%
OGE	A	-0.22%
TXRH	B	-0.22%
ATKR	D	-0.22%
VMI	B	-0.22%
HOMB	A	-0.22%
FLR	B	-0.22%
TCBI	C	-0.22%
ADTN	A	-0.22%
HCC	B	-0.22%
CADE	B	-0.21%
SIRI	C	-0.21%
MTCH	D	-0.21%
DNB	B	-0.21%
ASB	B	-0.21%
TEX	F	-0.21%
SON	F	-0.21%
NXST	C	-0.21%
LAMR	C	-0.21%
ATI	C	-0.2%
CATY	B	-0.2%
ASO	F	-0.2%
VAC	C	-0.2%
HGV	C	-0.2%
PII	F	-0.2%
HP	C	-0.19%
CBT	D	-0.19%
UBSI	B	-0.19%
OWL	A	-0.19%
CHDN	B	-0.19%
GMED	A	-0.19%
BWXT	B	-0.19%
CRC	A	-0.19%
HLI	A	-0.19%
SLM	A	-0.19%
KBR	F	-0.19%
SAIC	F	-0.18%
KNF	B	-0.18%
FLS	B	-0.18%
RH	C	-0.18%
ESAB	C	-0.18%
GNW	A	-0.18%
HII	F	-0.18%
LNTH	D	-0.18%
DOCS	C	-0.17%
EEFT	B	-0.17%
CVI	F	-0.17%
ABCB	B	-0.17%
PSN	D	-0.17%
NNN	C	-0.17%
MAT	D	-0.17%
CNO	B	-0.17%
CHH	A	-0.17%
AWI	A	-0.17%
THO	B	-0.17%
WMG	D	-0.17%
NEU	D	-0.17%
LPX	B	-0.17%
GEF	A	-0.16%
SKY	A	-0.16%
AMKR	D	-0.16%
IDCC	B	-0.16%
SEM	B	-0.16%
EXLS	B	-0.16%
SSD	F	-0.16%
FG	A	-0.16%
MOD	A	-0.16%
AAON	B	-0.16%
DY	D	-0.16%
KTB	B	-0.16%
TNET	F	-0.15%
GBCI	B	-0.15%
ENSG	C	-0.15%
SFBS	C	-0.15%
PR	B	-0.15%
FBP	C	-0.15%
BKH	A	-0.14%
SEB	F	-0.14%
FIBK	B	-0.14%
PPC	C	-0.14%
WWD	C	-0.14%
MOG.A	B	-0.14%
KNSL	B	-0.14%
IDA	A	-0.14%
UAA	C	-0.14%
BCO	F	-0.14%
KFY	B	-0.14%
COLM	C	-0.14%
WHD	B	-0.14%
GATX	A	-0.14%
OTTR	C	-0.13%
NJR	A	-0.13%
ASGN	F	-0.13%
CRS	B	-0.13%
WSC	F	-0.13%
ABM	B	-0.13%
ALIT	C	-0.13%
PBH	A	-0.13%
MASI	B	-0.13%
AVNT	B	-0.13%
BRKR	D	-0.13%
UCB	A	-0.13%
MTSI	B	-0.13%
URBN	C	-0.13%
MSM	C	-0.13%
ENS	F	-0.13%
NSIT	F	-0.13%
VSH	F	-0.12%
MMSI	A	-0.12%
FLO	D	-0.12%
GOLF	B	-0.12%
MAN	F	-0.12%
RGLD	C	-0.12%
NVST	B	-0.12%
REYN	D	-0.12%
FFIN	B	-0.12%
DUOL	A	-0.12%
CVLT	B	-0.12%
RBC	A	-0.12%
ZI	D	-0.12%
OGS	A	-0.12%
FTDR	B	-0.12%
CSWI	B	-0.11%
EPRT	B	-0.11%
TKO	A	-0.11%
PLXS	B	-0.11%
CR	A	-0.11%
HTZ	C	-0.11%
RLI	A	-0.11%
BOX	B	-0.11%
RHP	B	-0.11%
PNM	B	-0.11%
ZD	B	-0.11%
PIPR	A	-0.11%
LRN	A	-0.11%
ALE	A	-0.11%
FYBR	C	-0.11%
BANF	B	-0.11%
BILL	A	-0.11%
PFSI	C	-0.11%
CC	C	-0.11%
ITRI	C	-0.1%
CNXC	F	-0.1%
PEGA	B	-0.1%
XRAY	F	-0.1%
FOUR	A	-0.1%
EDR	A	-0.1%
PCOR	B	-0.1%
SR	A	-0.1%
MDU	D	-0.1%
FELE	B	-0.1%
HQY	A	-0.1%
ITGR	B	-0.1%
AEIS	C	-0.1%
INFA	D	-0.1%
SHC	F	-0.1%
VVV	D	-0.1%
KRC	B	-0.1%
POR	C	-0.1%
CXT	C	-0.1%
AEO	F	-0.1%
PTEN	C	-0.1%
LOPE	C	-0.1%
WOR	F	-0.1%
RRR	F	-0.1%
FUL	F	-0.09%
VRRM	F	-0.09%
EGP	D	-0.09%
WEN	D	-0.09%
ACIW	B	-0.09%
HAE	C	-0.09%
SITE	F	-0.09%
CNS	B	-0.09%
HI	C	-0.09%
BNL	D	-0.09%
LNW	F	-0.09%
KOS	D	-0.09%
SHOO	F	-0.09%
ALGM	D	-0.09%
ZWS	B	-0.09%
WING	D	-0.09%
CORT	B	-0.09%
DIOD	D	-0.09%
ASH	F	-0.09%
KAI	B	-0.08%
VNO	C	-0.08%
TRNO	F	-0.08%
OLLI	D	-0.08%
NPO	A	-0.08%
BLKB	B	-0.08%
OPCH	D	-0.08%
AVA	A	-0.08%
ACA	A	-0.08%
BFAM	D	-0.08%
ARCB	C	-0.08%
BCPC	B	-0.08%
FSS	B	-0.08%
MP	C	-0.08%
NWE	B	-0.08%
QLYS	B	-0.07%
BMI	B	-0.07%
IPAR	B	-0.07%
SYNA	C	-0.07%
LGIH	F	-0.07%
RCM	A	-0.07%
YETI	D	-0.07%
FIZZ	C	-0.07%
CBZ	B	-0.07%
IOSP	C	-0.07%
NSA	C	-0.07%
JBT	B	-0.07%
ELF	C	-0.07%
SMAR	B	-0.07%
WD	D	-0.07%
MMS	F	-0.07%
LANC	C	-0.07%
DOCN	C	-0.07%
MGEE	B	-0.07%
GTLB	B	-0.06%
ENOV	C	-0.06%
AWR	B	-0.06%
AMPH	F	-0.06%
LTH	C	-0.06%
EXPO	D	-0.06%
TDOC	C	-0.06%
VC	F	-0.06%
CWEN	C	-0.06%
CUZ	B	-0.06%
ACLS	F	-0.06%
SKT	A	-0.06%
UNF	B	-0.06%
HXL	F	-0.06%
APPF	B	-0.06%
ORA	B	-0.06%
CWST	A	-0.06%
IART	C	-0.06%
ESE	B	-0.06%
EPR	C	-0.06%
AMED	F	-0.06%
RMBS	B	-0.06%
SPSC	D	-0.06%
NSP	F	-0.06%
SMPL	B	-0.06%
CRVL	B	-0.06%
FOXF	F	-0.05%
PECO	A	-0.05%
RYN	D	-0.05%
KLIC	B	-0.05%
ALRM	C	-0.05%
TENB	C	-0.05%
KRYS	C	-0.05%
AIN	C	-0.05%
NCNO	C	-0.05%
IONS	F	-0.05%
BL	B	-0.05%
NARI	C	-0.05%
ICFI	F	-0.05%
TDC	D	-0.05%
KWR	C	-0.05%
AVAV	C	-0.05%
MC	C	-0.05%
AMN	F	-0.05%
SLAB	F	-0.05%
VRNS	D	-0.05%
YELP	C	-0.04%
IPGP	D	-0.04%
HL	D	-0.04%
SAM	C	-0.04%
POWI	F	-0.04%
NFE	D	-0.04%
GSAT	C	-0.04%
JJSF	C	-0.04%
INTA	B	-0.04%
JOE	F	-0.04%
HUN	F	-0.04%
TFSL	A	-0.04%
CTRE	C	-0.04%
WDFC	B	-0.04%
LEG	F	-0.04%
MSGS	A	-0.04%
WK	B	-0.04%
SMG	C	-0.04%
RPD	B	-0.03%
CABO	B	-0.03%
CNMD	C	-0.03%
LXP	D	-0.03%
FTRE	D	-0.03%
CWT	C	-0.03%
FIVN	C	-0.03%
GO	C	-0.03%
PYCR	B	-0.03%
LCII	C	-0.03%
FRSH	B	-0.03%
SGRY	F	-0.03%
DV	C	-0.03%
FORM	D	-0.03%
TDW	F	-0.03%
CALX	D	-0.03%
PCH	F	-0.03%
ACAD	C	-0.03%
SPT	C	-0.02%
EVH	F	-0.02%
BRZE	C	-0.02%
AZTA	D	-0.02%
DBRG	F	-0.02%
COUR	F	-0.01%
PGNY	F	-0.01%