IQSM vs. IWF ETF Comparison

Comparison of IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM) to iShares Russell 1000 Growth ETF (IWF)
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

$32.94

Average Daily Volume

13,198

Number of Holdings *

10

* may have additional holdings in another (foreign) market
IWF

iShares Russell 1000 Growth ETF

IWF Description The investment seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell 1000 Growth Index (the "underlying index"), which measures the performance of large- and mid-capitalization growth sectors of the U.S. equity market. It is a subset of the Russell 1000® Index, which measures the performance of the large-capitalization sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$373.35

Average Daily Volume

1,248,328

Number of Holdings *

391

* may have additional holdings in another (foreign) market
Performance
Period IQSM IWF
30 Days 4.92% 1.51%
60 Days 4.88% 3.22%
90 Days 8.42% 2.56%
12 Months 21.47% 37.69%
5 Overlapping Holdings
Symbol Grade Weight in IQSM Weight in IWF Overlap
BURL B 0.91% 1.0% 0.91%
EME B 0.97% 1.0% 0.97%
GDDY C 1.17% 1.0% 1.0%
MANH B 0.85% 1.0% 0.85%
NTNX C 0.81% 1.0% 0.81%
IQSM Overweight 5 Positions Relative to IWF
Symbol Grade Weight
PKG B 0.98%
MAS B 0.91%
UTHR C 0.88%
GEN B 0.86%
KEY B 0.84%
IQSM Underweight 386 Positions Relative to IWF
Symbol Grade Weight
FTRE D -1.0%
ALAB D -1.0%
TRIP F -1.0%
PPC D -1.0%
CC F -1.0%
LBRDA F -1.0%
SEE D -1.0%
IRDM D -1.0%
UHAL A -1.0%
MSGS B -1.0%
DOCS B -1.0%
CGNX F -1.0%
NFE F -1.0%
RLI B -1.0%
PYCR D -1.0%
MKSI F -1.0%
MTDR F -1.0%
SPR D -1.0%
CAR F -1.0%
SAM F -1.0%
AAL D -1.0%
WH B -1.0%
WU F -1.0%
FWONA C -1.0%
UWMC D -1.0%
DJT F -1.0%
WYNN D -1.0%
UI B -1.0%
SSD D -1.0%
INCY C -1.0%
KBR D -1.0%
BPOP C -1.0%
EPAM F -1.0%
HLI B -1.0%
LOAR C -1.0%
WEX C -1.0%
RH B -1.0%
SKX D -1.0%
S C -1.0%
KMX D -1.0%
CHE C -1.0%
H C -1.0%
DAY D -1.0%
BLD D -1.0%
YETI D -1.0%
JBL D -1.0%
VRSN D -1.0%
TRU B -1.0%
DKS D -1.0%
TPG B -1.0%
RGEN F -1.0%
VNOM C -1.0%
EQT D -1.0%
BFAM C -1.0%
SOFI C -1.0%
ALLY F -1.0%
BROS D -1.0%
TKO B -1.0%
MSTR D -1.0%
BILL D -1.0%
SN B -1.0%
LOPE D -1.0%
CROX D -1.0%
ROKU C -1.0%
DV F -1.0%
WEN C -1.0%
CIVI F -1.0%
NCNO D -1.0%
TXG D -1.0%
PFGC B -1.0%
LBRDK F -1.0%
HRB C -1.0%
CLF F -1.0%
MLM D -1.0%
PR F -1.0%
AWI B -1.0%
BWXT D -1.0%
DBX D -1.0%
AM C -1.0%
BLDR C -1.0%
NXST D -1.0%
TWLO D -1.0%
FIVN F -1.0%
CACC F -1.0%
FRPT B -1.0%
WSC D -1.0%
SITE C -1.0%
RNG F -1.0%
HWM B -1.0%
ONTO D -1.0%
CASY D -1.0%
U D -1.0%
MASI F -1.0%
HCP B -1.0%
FERG D -1.0%
CSL B -1.0%
TTEK C -1.0%
EG C -1.0%
TDC F -1.0%
LECO F -1.0%
ROK D -1.0%
EXPD C -1.0%
LAMR B -1.0%
LYFT D -1.0%
UHAL A -1.0%
JEF B -1.0%
PEGA C -1.0%
CHH C -1.0%
LW D -1.0%
CE F -1.0%
RPM B -1.0%
GEHC C -1.0%
WMS D -1.0%
ZBRA B -1.0%
JLL B -1.0%
APLS F -1.0%
PLNT B -1.0%
ETSY F -1.0%
FIVE D -1.0%
PATH D -1.0%
GNRC D -1.0%
HSY C -1.0%
FND C -1.0%
LPX B -1.0%
AZEK C -1.0%
BRKR D -1.0%
CNM F -1.0%
DELL D -1.0%
AJG D -1.0%
EQIX C -1.0%
CFLT F -1.0%
MKL C -1.0%
OLED C -1.0%
LAZ B -1.0%
IQV C -1.0%
EXAS C -1.0%
FOUR C -1.0%
DPZ F -1.0%
APPF D -1.0%
RARE B -1.0%
OKTA F -1.0%
MRVL C -1.0%
LSCC D -1.0%
VVV D -1.0%
CVNA B -1.0%
PAYC D -1.0%
TW B -1.0%
FWONK C -1.0%
MTN D -1.0%
CELH F -1.0%
IONS F -1.0%
FDS C -1.0%
PCOR F -1.0%
ESTC F -1.0%
INSP C -1.0%
ELF F -1.0%
GLOB D -1.0%
EXEL C -1.0%
GWRE A -1.0%
AAON B -1.0%
SMAR C -1.0%
GTLB D -1.0%
SAIA D -1.0%
WFRD F -1.0%
RYAN D -1.0%
VKTX C -1.0%
AVY C -1.0%
MS D -1.0%
PCTY C -1.0%
BSY D -1.0%
EXP B -1.0%
TREX D -1.0%
NRG C -1.0%
EL F -1.0%
EFX B -1.0%
PEN D -1.0%
ALL B -1.0%
ITCI D -1.0%
EW F -1.0%
HPQ D -1.0%
DVA B -1.0%
VMC D -1.0%
HAS B -1.0%
NCLH C -1.0%
MORN C -1.0%
TPX C -1.0%
DUOL B -1.0%
OWL C -1.0%
PSA B -1.0%
MEDP F -1.0%
CI C -1.0%
SCHW D -1.0%
CAVA B -1.0%
CEG C -1.0%
CHDN C -1.0%
DRI B -1.0%
RMD C -1.0%
LNW B -1.0%
ALGN D -1.0%
KNSL C -1.0%
MUSA D -1.0%
REGN C -1.0%
WSM D -1.0%
NTAP D -1.0%
BRO C -1.0%
TXRH C -1.0%
HEI B -1.0%
SRPT D -1.0%
URI B -1.0%
DOCU C -1.0%
TOST C -1.0%
WAT C -1.0%
WING B -1.0%
ROST C -1.0%
FIX B -1.0%
PWR B -1.0%
NBIX F -1.0%
VLTO C -1.0%
PSTG F -1.0%
XPO D -1.0%
PTC D -1.0%
EQH C -1.0%
POOL C -1.0%
MOH D -1.0%
WST D -1.0%
DT C -1.0%
MCD B -1.0%
SPG B -1.0%
MMM B -1.0%
RCL B -1.0%
ENPH D -1.0%
ROL C -1.0%
LVS D -1.0%
NTRA C -1.0%
YUM D -1.0%
CDW D -1.0%
TDG B -1.0%
TPL B -1.0%
SQ D -1.0%
ZS F -1.0%
LYV B -1.0%
LPLA D -1.0%
ULTA D -1.0%
PAYX C -1.0%
BA F -1.0%
MMC C -1.0%
PODD B -1.0%
HEI B -1.0%
CAH C -1.0%
ENTG F -1.0%
EXPE C -1.0%
DKNG C -1.0%
PINS F -1.0%
TER D -1.0%
LII B -1.0%
HCA B -1.0%
IRM C -1.0%
KMB D -1.0%
BAH C -1.0%
MDB D -1.0%
ELV C -1.0%
CLX C -1.0%
HON D -1.0%
LNG C -1.0%
TYL C -1.0%
CPAY B -1.0%
TXN C -1.0%
SMCI F -1.0%
BR D -1.0%
HES F -1.0%
RBLX B -1.0%
KKR B -1.0%
DECK C -1.0%
CAT B -1.0%
NET D -1.0%
SYY D -1.0%
HUBS D -1.0%
MSCI C -1.0%
ARES B -1.0%
TEAM D -1.0%
COIN F -1.0%
DXCM F -1.0%
HLT B -1.0%
CPNG B -1.0%
ITW C -1.0%
AXON B -1.0%
APP C -1.0%
VST C -1.0%
TT B -1.0%
MCK F -1.0%
ALNY C -1.0%
TSCO C -1.0%
MNST D -1.0%
VRT C -1.0%
LULU D -1.0%
FI A -1.0%
TRGP B -1.0%
VEEV C -1.0%
DDOG D -1.0%
FAST C -1.0%
MSI B -1.0%
SNOW F -1.0%
UNH C -1.0%
ODFL D -1.0%
GWW B -1.0%
FICO B -1.0%
IT B -1.0%
VRSK D -1.0%
FTNT C -1.0%
LMT C -1.0%
DASH C -1.0%
SYK C -1.0%
GE B -1.0%
AMP A -1.0%
COR D -1.0%
CPRT D -1.0%
GS C -1.0%
IDXX C -1.0%
MPWR C -1.0%
APH D -1.0%
APO C -1.0%
TTD B -1.0%
CL D -1.0%
AZO D -1.0%
SPOT B -1.0%
ABNB D -1.0%
WDAY D -1.0%
ECL B -1.0%
AXP B -1.0%
ADSK C -1.0%
CRWD D -1.0%
NKE D -1.0%
ORLY C -1.0%
VRTX D -1.0%
CTAS B -1.0%
PLTR B -1.0%
ZTS C -1.0%
UNP C -1.0%
CDNS D -1.0%
SNPS D -1.0%
MCO B -1.0%
CMG C -1.0%
TJX B -1.0%
SHW B -1.0%
WM D -1.0%
SBUX C -1.0%
PG C -1.0%
ANET B -1.0%
LRCX F -1.0%
KLAC D -1.0%
BX B -1.0%
ADP B -1.0%
PANW D -1.0%
AMT C -1.0%
PGR B -1.0%
BKNG C -1.0%
UBER C -1.0%
AMGN B -1.0%
AMAT D -1.0%
ABBV C -1.0%
KO C -1.0%
AMD D -1.0%
QCOM D -1.0%
ISRG B -1.0%
INTU C -1.0%
NOW B -1.0%
PEP C -1.0%
CRM D -1.0%
ORCL C -1.0%
ADBE F -1.0%
MRK D -1.0%
NFLX B -1.0%
HD B -1.0%
COST B -1.0%
MA B -1.0%
V C -1.0%
TSLA C -1.0%
AVGO C -1.0%
GOOG D -1.0%
LLY C -1.0%
GOOGL D -1.0%
META B -1.0%
AMZN C -1.0%
NVDA D -1.0%
MSFT C -1.0%
AAPL C -1.0%
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