IQSM vs. FCTR ETF Comparison
Comparison of IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM) to First Trust Lunt U.S. Factor Rotation ETF (FCTR)
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
FCTR
First Trust Lunt U.S. Factor Rotation ETF
FCTR Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Lunt Capital Large Cap Factor Rotation Index (the "index"). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide exposure to U.S. large cap equities grouped into four separate factors, with factors emphasized within the index as they come into favor in the U.S. marketplace. The fund is non-diversified.Grade (RS Rating)
Last Trade
$34.76
Average Daily Volume
7,787
Number of Holdings
*
165
* may have additional holdings in another (foreign) market
Performance
| Period | IQSM | FCTR |
|---|---|---|
| 30 Days | 4.29% | 9.38% |
| 60 Days | 5.32% | 12.16% |
| 90 Days | 6.64% | 17.79% |
| 12 Months | 27.71% | 36.88% |
IQSM Overweight 209 Positions Relative to FCTR
| Symbol | Grade | Weight | |
|---|---|---|---|
| PKG | A | 1.0% | |
| YUMC | C | 0.86% | |
| KEY | B | 0.85% | |
| PNR | A | 0.84% | |
| BURL | A | 0.84% | |
| NTNX | A | 0.83% | |
| RPM | A | 0.83% | |
| MAS | D | 0.82% | |
| OC | A | 0.81% | |
| XPO | B | 0.81% | |
| GEN | B | 0.79% | |
| KIM | A | 0.78% | |
| DOCU | A | 0.77% | |
| TWLO | A | 0.76% | |
| EQH | B | 0.75% | |
| UTHR | C | 0.75% | |
| FIX | A | 0.74% | |
| FLEX | A | 0.72% | |
| USFD | A | 0.72% | |
| GWRE | A | 0.72% | |
| RGA | A | 0.72% | |
| GGG | B | 0.71% | |
| ACM | A | 0.7% | |
| SAIA | B | 0.69% | |
| EWBC | A | 0.69% | |
| FFIV | B | 0.68% | |
| DT | C | 0.68% | |
| SFM | A | 0.68% | |
| POOL | C | 0.66% | |
| EPAM | C | 0.66% | |
| UDR | B | 0.65% | |
| UNM | A | 0.65% | |
| RNR | C | 0.64% | |
| TPR | B | 0.63% | |
| CHRW | C | 0.62% | |
| CPT | B | 0.61% | |
| ELS | C | 0.61% | |
| JLL | D | 0.6% | |
| ITT | A | 0.6% | |
| AMH | D | 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% | |
| WPC | D | 0.57% | |
| PAYC | B | 0.56% | |
| RRX | B | 0.55% | |
| SJM | D | 0.55% | |
| DAY | B | 0.55% | |
| BLD | D | 0.55% | |
| BJ | A | 0.55% | |
| Z | A | 0.55% | |
| AIZ | A | 0.54% | |
| DKS | C | 0.54% | |
| CG | A | 0.54% | |
| NCLH | B | 0.54% | |
| TECH | D | 0.54% | |
| INSM | C | 0.54% | |
| ATR | B | 0.54% | |
| SF | B | 0.54% | |
| NWSA | B | 0.53% | |
| IPG | D | 0.53% | |
| TTEK | F | 0.52% | |
| CTLT | B | 0.51% | |
| FND | C | 0.51% | |
| CUBE | D | 0.51% | |
| PRI | A | 0.5% | |
| WTRG | B | 0.5% | |
| CRL | C | 0.48% | |
| EHC | B | 0.48% | |
| LAD | A | 0.48% | |
| AYI | B | 0.48% | |
| OHI | C | 0.47% | |
| GL | B | 0.47% | |
| ALLY | C | 0.47% | |
| LKQ | D | 0.47% | |
| INGR | B | 0.47% | |
| MKTX | D | 0.47% | |
| WAL | B | 0.47% | |
| SRPT | D | 0.46% | |
| ARMK | B | 0.46% | |
| QGEN | D | 0.46% | |
| WCC | B | 0.46% | |
| PCVX | D | 0.46% | |
| GLOB | B | 0.46% | |
| DTM | B | 0.46% | |
| EXAS | D | 0.45% | |
| ORI | A | 0.45% | |
| BRBR | A | 0.45% | |
| FBIN | D | 0.45% | |
| FN | D | 0.44% | |
| DCI | B | 0.44% | |
| ROKU | D | 0.44% | |
| TFX | F | 0.43% | |
| PCTY | B | 0.43% | |
| REXR | F | 0.43% | |
| AXTA | A | 0.43% | |
| EXEL | B | 0.43% | |
| WMS | D | 0.42% | |
| SNX | C | 0.42% | |
| KNX | B | 0.42% | |
| AOS | F | 0.42% | |
| RVMD | C | 0.42% | |
| RL | B | 0.41% | |
| TTC | D | 0.41% | |
| ITCI | C | 0.41% | |
| PEN | B | 0.41% | |
| BRX | A | 0.41% | |
| GPK | C | 0.41% | |
| MTZ | B | 0.41% | |
| CHE | D | 0.4% | |
| FRT | B | 0.4% | |
| PLNT | A | 0.4% | |
| MOS | F | 0.4% | |
| DVA | B | 0.4% | |
| X | C | 0.39% | |
| HAS | D | 0.39% | |
| HRB | D | 0.39% | |
| VOYA | B | 0.39% | |
| NYT | C | 0.39% | |
| ONTO | D | 0.38% | |
| WH | B | 0.37% | |
| TREX | C | 0.37% | |
| HSIC | B | 0.37% | |
| MEDP | D | 0.37% | |
| RHI | B | 0.37% | |
| ADC | B | 0.36% | |
| JAZZ | B | 0.36% | |
| ESTC | C | 0.36% | |
| KEX | C | 0.36% | |
| AA | B | 0.35% | |
| OLED | D | 0.35% | |
| APG | B | 0.35% | |
| G | B | 0.35% | |
| MHK | D | 0.35% | |
| RGEN | D | 0.35% | |
| ANF | C | 0.34% | |
| GNTX | C | 0.34% | |
| WEX | D | 0.34% | |
| GTLS | B | 0.34% | |
| ALV | C | 0.34% | |
| BPOP | B | 0.33% | |
| BEN | C | 0.33% | |
| H | B | 0.33% | |
| CMC | B | 0.33% | |
| FR | C | 0.33% | |
| AGNC | D | 0.33% | |
| RYAN | B | 0.33% | |
| LSCC | D | 0.33% | |
| CGNX | C | 0.33% | |
| GXO | B | 0.33% | |
| MKSI | C | 0.33% | |
| DINO | D | 0.32% | |
| AZEK | A | 0.32% | |
| LSTR | D | 0.32% | |
| PARA | C | 0.32% | |
| FCN | D | 0.32% | |
| HLNE | B | 0.32% | |
| HALO | F | 0.32% | |
| FAF | A | 0.31% | |
| CFLT | B | 0.31% | |
| DAR | C | 0.31% | |
| STAG | F | 0.31% | |
| MTN | C | 0.31% | |
| AXS | A | 0.31% | |
| ARW | D | 0.3% | |
| WBA | F | 0.3% | |
| ESI | A | 0.3% | |
| NOV | C | 0.3% | |
| MSA | D | 0.3% | |
| LFUS | F | 0.29% | |
| PVH | C | 0.28% | |
| AGCO | D | 0.28% | |
| SUM | B | 0.28% | |
| STWD | C | 0.28% | |
| CHX | C | 0.28% | |
| WFRD | D | 0.28% | |
| CROX | D | 0.28% | |
| SIGI | C | 0.28% | |
| ETSY | D | 0.28% | |
| BPMC | C | 0.28% | |
| VKTX | F | 0.27% | |
| ALTR | B | 0.27% | |
| WTS | B | 0.27% | |
| CLF | F | 0.26% | |
| LEA | D | 0.26% | |
| CRUS | D | 0.26% | |
| PATH | C | 0.26% | |
| POST | C | 0.25% | |
| AM | A | 0.24% | |
| TKR | D | 0.23% | |
| FIVE | F | 0.23% | |
| ST | F | 0.23% | |
| IBP | D | 0.23% | |
| DLB | B | 0.21% | |
| AN | C | 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 160 Positions Relative to FCTR
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -3.4% | |
| PLTR | B | -2.35% | |
| MSI | B | -1.75% | |
| VST | B | -1.72% | |
| MSTR | C | -1.55% | |
| FICO | B | -1.54% | |
| PAYX | C | -1.49% | |
| AXON | A | -1.42% | |
| MA | C | -1.41% | |
| BR | A | -1.39% | |
| SYK | C | -1.37% | |
| V | A | -1.36% | |
| ANET | C | -1.29% | |
| ADP | B | -1.13% | |
| CTAS | B | -1.08% | |
| TDG | D | -1.04% | |
| APO | B | -1.04% | |
| ARES | A | -1.03% | |
| LDOS | C | -0.99% | |
| CL | D | -0.98% | |
| BRO | B | -0.97% | |
| YUM | B | -0.96% | |
| VRSK | A | -0.94% | |
| ROL | B | -0.93% | |
| FDS | B | -0.92% | |
| ISRG | A | -0.91% | |
| FI | A | -0.91% | |
| THC | D | -0.88% | |
| VRSN | F | -0.88% | |
| ITW | B | -0.86% | |
| ACGL | D | -0.84% | |
| HOOD | B | -0.84% | |
| TT | A | -0.82% | |
| SYY | B | -0.81% | |
| LLY | F | -0.79% | |
| ICE | C | -0.78% | |
| NVDA | C | -0.78% | |
| HWM | A | -0.76% | |
| TPL | A | -0.73% | |
| TRGP | B | -0.7% | |
| KKR | A | -0.68% | |
| CRWD | B | -0.66% | |
| MCD | D | -0.66% | |
| AAPL | C | -0.65% | |
| PH | A | -0.63% | |
| TTD | B | -0.62% | |
| VICI | C | -0.61% | |
| TJX | A | -0.6% | |
| IRM | D | -0.6% | |
| RCL | A | -0.57% | |
| HUBS | A | -0.56% | |
| NET | B | -0.55% | |
| MMC | B | -0.55% | |
| ZS | C | -0.55% | |
| NI | A | -0.54% | |
| SBAC | D | -0.54% | |
| CDNS | B | -0.53% | |
| FAST | B | -0.53% | |
| RBLX | C | -0.52% | |
| KO | D | -0.52% | |
| NOW | A | -0.52% | |
| PANW | C | -0.51% | |
| PG | A | -0.51% | |
| DDOG | A | -0.51% | |
| ORCL | B | -0.51% | |
| PPL | B | -0.5% | |
| PGR | A | -0.5% | |
| TTWO | A | -0.5% | |
| ETR | B | -0.5% | |
| LNG | B | -0.5% | |
| DRI | B | -0.5% | |
| MSCI | C | -0.5% | |
| DUK | C | -0.49% | |
| SNOW | C | -0.49% | |
| SRE | A | -0.49% | |
| FE | C | -0.49% | |
| LNT | A | -0.48% | |
| ROST | C | -0.48% | |
| LMT | D | -0.48% | |
| DASH | A | -0.48% | |
| ALNY | D | -0.47% | |
| AVGO | D | -0.47% | |
| BSX | B | -0.47% | |
| WEC | A | -0.47% | |
| META | D | -0.47% | |
| SPGI | C | -0.47% | |
| DPZ | C | -0.46% | |
| CMS | C | -0.46% | |
| SNPS | B | -0.45% | |
| ORLY | B | -0.45% | |
| AEE | A | -0.45% | |
| NOC | D | -0.44% | |
| KDP | D | -0.44% | |
| NFLX | A | -0.44% | |
| SO | D | -0.44% | |
| ERIE | D | -0.44% | |
| ROP | B | -0.43% | |
| AVB | B | -0.43% | |
| URI | B | -0.43% | |
| EIX | B | -0.42% | |
| ADSK | A | -0.42% | |
| ED | D | -0.42% | |
| PHM | D | -0.42% | |
| BDX | F | -0.41% | |
| MDT | D | -0.41% | |
| AFL | B | -0.41% | |
| O | D | -0.41% | |
| PPG | F | -0.41% | |
| MDB | C | -0.41% | |
| GLPI | C | -0.41% | |
| BSY | D | -0.4% | |
| EQR | B | -0.4% | |
| MCO | B | -0.4% | |
| DTE | C | -0.4% | |
| INTU | C | -0.4% | |
| VRTX | F | -0.4% | |
| ADBE | C | -0.39% | |
| AEP | D | -0.39% | |
| EXC | C | -0.39% | |
| DXCM | D | -0.39% | |
| CARR | D | -0.38% | |
| KMB | D | -0.38% | |
| LII | A | -0.37% | |
| AWK | D | -0.37% | |
| MSFT | F | -0.37% | |
| GIS | D | -0.36% | |
| MPWR | F | -0.36% | |
| NVR | D | -0.36% | |
| PWR | A | -0.36% | |
| OKE | A | -0.35% | |
| CSL | C | -0.35% | |
| BX | A | -0.35% | |
| HCA | F | -0.35% | |
| DHI | D | -0.34% | |
| KLAC | D | -0.34% | |
| COST | B | -0.34% | |
| AMT | D | -0.33% | |
| PSA | D | -0.33% | |
| IDXX | F | -0.32% | |
| BKNG | A | -0.3% | |
| ETN | A | -0.3% | |
| FCNCA | A | -0.3% | |
| GWW | B | -0.29% | |
| ATO | A | -0.27% | |
| CPAY | A | -0.26% | |
| HON | B | -0.25% | |
| CSCO | B | -0.25% | |
| CB | C | -0.24% | |
| RSG | A | -0.24% | |
| BRK.A | B | -0.24% | |
| AME | A | -0.23% | |
| WM | A | -0.23% | |
| CHD | B | -0.22% | |
| CMG | B | -0.22% | |
| MDLZ | F | -0.2% | |
| MNST | C | -0.2% | |
| PCAR | B | -0.2% | |
| PEP | F | -0.2% | |
| HSY | F | -0.19% | |
| LECO | B | -0.18% |
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
FCTR: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Business Services
Software - Infrastructure
Diversified Industrials
Restaurants
Aerospace & Defense
Asset Management
Beverages - Soft Drinks
Capital Markets
Household & Personal Products
Residential Construction
Utilities - Diversified
Insurance Brokers
Medical Devices
Oil & Gas Midstream
Semiconductors
Specialty Industrial Machinery
Apparel Stores
Biotechnology
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