IQSM vs. JPME ETF Comparison

Comparison of IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM) to JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME)
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

Number of Holdings *

214

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

JPMorgan Diversified Return U.S. Mid Cap Equity ETF

JPME Description The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell Midcap Diversified Factor Index. The fund will invest at least 80% of its net assets in securities included in the underlying index. It may invest up to 20% of its assets in exchange-traded futures to seek performance that corresponds to the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics, originally developed by the adviser.

Grade (RS Rating)

Last Trade

$106.69

Average Daily Volume

10,086

Number of Holdings *

338

* may have additional holdings in another (foreign) market
Performance
Period IQSM JPME
30 Days 0.42% 0.45%
60 Days 2.05% 2.33%
90 Days 7.08% 6.68%
12 Months 25.81% 26.88%
80 Overlapping Holdings
Symbol Grade Weight in IQSM Weight in JPME Overlap
ACHC F 0.17% 0.18% 0.17%
ALLY C 0.47% 0.12% 0.12%
AM A 0.24% 0.4% 0.24%
AMH C 0.6% 0.26% 0.26%
AN D 0.21% 0.32% 0.21%
AOS F 0.42% 0.29% 0.29%
ATR B 0.54% 0.01% 0.01%
AXS A 0.31% 0.15% 0.15%
AYI B 0.48% 0.09% 0.09%
BPOP D 0.33% 0.31% 0.31%
BRBR A 0.45% 0.34% 0.34%
BRX A 0.41% 0.39% 0.39%
CHE D 0.4% 0.32% 0.32%
CLF F 0.26% 0.34% 0.26%
CPT D 0.61% 0.19% 0.19%
CROX F 0.28% 0.22% 0.22%
CRUS F 0.26% 0.28% 0.26%
CUBE C 0.51% 0.34% 0.34%
DINO D 0.32% 0.34% 0.32%
DKS D 0.54% 0.35% 0.35%
DLB D 0.21% 0.22% 0.21%
DTM A 0.46% 0.48% 0.46%
DVA C 0.4% 0.36% 0.36%
EHC B 0.48% 0.41% 0.41%
EME B 1.12% 0.38% 0.38%
ESI B 0.3% 0.4% 0.3%
EXEL B 0.43% 0.44% 0.43%
FBIN F 0.45% 0.36% 0.36%
FR D 0.33% 0.24% 0.24%
FRT C 0.4% 0.18% 0.18%
GEN B 0.79% 0.32% 0.32%
GGG A 0.71% 0.35% 0.35%
GNTX D 0.34% 0.3% 0.3%
HRB D 0.39% 0.35% 0.35%
HSIC C 0.37% 0.31% 0.31%
HST D 0.59% 0.33% 0.33%
INGR B 0.47% 0.41% 0.41%
IPG F 0.53% 0.03% 0.03%
ITT A 0.6% 0.17% 0.17%
JAZZ B 0.36% 0.24% 0.24%
JLL C 0.6% 0.38% 0.38%
JNPR D 0.58% 0.38% 0.38%
KEY A 0.85% 0.1% 0.1%
KIM A 0.78% 0.35% 0.35%
LSTR D 0.32% 0.31% 0.31%
MANH D 0.82% 0.37% 0.37%
MAS D 0.82% 0.32% 0.32%
MEDP D 0.37% 0.3% 0.3%
MOS D 0.4% 0.3% 0.3%
NBIX D 0.59% 0.25% 0.25%
NVT C 0.58% 0.19% 0.19%
OC A 0.81% 0.38% 0.38%
OHI C 0.47% 0.37% 0.37%
ORI A 0.45% 0.39% 0.39%
PAYC B 0.56% 0.04% 0.04%
PKG B 1.0% 0.42% 0.42%
POOL D 0.66% 0.13% 0.13%
POST D 0.25% 0.35% 0.25%
PRI A 0.5% 0.21% 0.21%
QGEN D 0.46% 0.26% 0.26%
REG A 0.59% 0.36% 0.36%
REXR F 0.43% 0.19% 0.19%
RGA A 0.72% 0.4% 0.4%
RHI C 0.37% 0.07% 0.07%
ROKU C 0.44% 0.36% 0.36%
RPM A 0.83% 0.4% 0.4%
SJM D 0.55% 0.3% 0.3%
SNX C 0.42% 0.3% 0.3%
STAG D 0.31% 0.3% 0.3%
STWD C 0.28% 0.22% 0.22%
TECH F 0.54% 0.06% 0.06%
TFX F 0.43% 0.09% 0.09%
TKR F 0.23% 0.36% 0.23%
TOL B 0.76% 0.41% 0.41%
TPR A 0.63% 0.36% 0.36%
UNM A 0.65% 0.48% 0.48%
USFD B 0.72% 0.43% 0.43%
UTHR C 0.75% 0.43% 0.43%
WPC D 0.57% 0.22% 0.22%
X C 0.39% 0.38% 0.38%
IQSM Overweight 134 Positions Relative to JPME
Symbol Grade Weight
YUMC B 0.86%
PNR A 0.84%
BURL A 0.84%
NTNX B 0.83%
XPO B 0.81%
DOCU B 0.77%
TWLO A 0.76%
EQH B 0.75%
FIX A 0.74%
FLEX B 0.72%
GWRE A 0.72%
ACM B 0.7%
SAIA C 0.69%
EWBC A 0.69%
FFIV B 0.68%
DT C 0.68%
SFM B 0.68%
EPAM B 0.66%
UDR C 0.65%
RNR D 0.64%
CHRW A 0.62%
ELS B 0.61%
JKHY D 0.6%
KMX B 0.59%
FTI A 0.58%
ALB C 0.57%
RRX B 0.55%
DAY B 0.55%
BLD F 0.55%
BJ B 0.55%
Z A 0.55%
LW C 0.55%
AIZ A 0.54%
CG B 0.54%
NCLH B 0.54%
INSM D 0.54%
SF A 0.54%
NWSA B 0.53%
TTEK F 0.52%
CTLT D 0.51%
FND F 0.51%
WTRG B 0.5%
CRL D 0.48%
LAD A 0.48%
GL B 0.47%
LKQ F 0.47%
MKTX D 0.47%
WAL B 0.47%
SRPT F 0.46%
ARMK C 0.46%
WCC B 0.46%
PCVX D 0.46%
GLOB C 0.46%
EXAS F 0.45%
FN C 0.44%
DCI B 0.44%
PCTY B 0.43%
AXTA A 0.43%
WMS F 0.42%
KNX B 0.42%
RVMD B 0.42%
RL B 0.41%
TTC D 0.41%
ITCI B 0.41%
PEN B 0.41%
GPK D 0.41%
MTZ B 0.41%
PLNT A 0.4%
HAS D 0.39%
VOYA A 0.39%
NYT D 0.39%
ONTO F 0.38%
WH B 0.37%
TREX C 0.37%
ADC A 0.36%
ESTC C 0.36%
KEX A 0.36%
AA A 0.35%
OLED F 0.35%
RIVN F 0.35%
APG C 0.35%
G A 0.35%
MHK D 0.35%
RGEN F 0.35%
ANF C 0.34%
WEX F 0.34%
GTLS A 0.34%
ALV C 0.34%
BEN C 0.33%
H B 0.33%
CMC B 0.33%
AGNC C 0.33%
RYAN B 0.33%
LSCC D 0.33%
CGNX D 0.33%
GXO B 0.33%
MKSI C 0.33%
AZEK B 0.32%
PARA D 0.32%
FCN F 0.32%
HLNE B 0.32%
HALO D 0.32%
FAF C 0.31%
CFLT B 0.31%
DAR B 0.31%
MTN C 0.31%
ARW D 0.3%
WBA F 0.3%
NOV D 0.3%
MSA D 0.3%
LFUS D 0.29%
PVH C 0.28%
AGCO D 0.28%
SUM B 0.28%
CHX C 0.28%
WFRD 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%
LEA F 0.26%
PATH D 0.26%
FIVE F 0.23%
ST F 0.23%
IBP F 0.23%
GAP C 0.21%
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 258 Positions Relative to JPME
Symbol Grade Weight
APP A -0.74%
VST A -0.64%
SYF B -0.53%
ALSN A -0.51%
CIEN B -0.5%
JEF A -0.48%
AMP A -0.48%
IP A -0.47%
WMB A -0.47%
TRGP A -0.47%
LDOS C -0.47%
STLD B -0.46%
HUBB B -0.46%
KMI A -0.46%
FCNCA A -0.45%
ETR A -0.45%
CMI A -0.45%
NRG B -0.45%
CACI C -0.45%
GWW B -0.44%
OMF A -0.44%
KR B -0.43%
SNA A -0.43%
GRMN B -0.43%
PWR A -0.43%
PPC B -0.43%
CSL C -0.42%
CLH C -0.42%
OKE A -0.42%
FAST B -0.42%
TPL A -0.42%
TXRH B -0.42%
CBRE B -0.42%
CASY B -0.41%
LNG A -0.41%
PFGC B -0.41%
ATO A -0.4%
EMN C -0.4%
OGE A -0.4%
MRO A -0.4%
LAMR D -0.4%
HBAN A -0.4%
CHTR B -0.4%
CNM C -0.39%
CF A -0.39%
COR B -0.39%
THC C -0.39%
IRM D -0.39%
RS B -0.39%
NXST D -0.39%
PEG C -0.39%
XEL A -0.39%
SPG A -0.39%
NI A -0.39%
K B -0.38%
AME A -0.38%
TAP B -0.38%
TYL B -0.38%
DGX A -0.38%
PPL A -0.38%
HIG A -0.38%
FANG C -0.38%
EVRG A -0.38%
PR B -0.38%
WEC A -0.38%
PNW A -0.38%
MPWR F -0.37%
DTE C -0.37%
FYBR C -0.37%
PCG A -0.37%
NFG A -0.37%
PHM D -0.37%
MTG C -0.37%
UGI C -0.37%
CMS C -0.37%
AFL C -0.37%
RMD C -0.37%
CAH A -0.37%
AVB B -0.37%
IT B -0.37%
CBOE C -0.36%
ED D -0.36%
LNT A -0.36%
NVR D -0.36%
AJG A -0.36%
VTRS A -0.35%
NTAP D -0.35%
EIX C -0.35%
TSCO D -0.35%
DECK A -0.35%
LEN D -0.35%
FE C -0.35%
SSNC C -0.35%
VVV B -0.35%
SPB C -0.35%
NUE D -0.35%
GLPI C -0.35%
WLK F -0.34%
JBL C -0.34%
MSM D -0.34%
PK D -0.34%
CLX A -0.34%
HPE B -0.34%
PAG B -0.34%
GIS D -0.33%
LYB F -0.33%
VICI C -0.33%
CAG F -0.33%
ANSS B -0.33%
SAIC D -0.33%
UHS D -0.33%
EPR D -0.33%
CPB D -0.33%
BLDR D -0.33%
COKE D -0.33%
LITE B -0.33%
DHI F -0.33%
TSN A -0.33%
HOLX D -0.33%
CTRA A -0.32%
CHD A -0.32%
DOX D -0.32%
STE D -0.32%
BG D -0.32%
CTVA D -0.32%
HPQ A -0.31%
WSM D -0.31%
KVUE A -0.31%
EG D -0.31%
MOH F -0.31%
LH B -0.31%
HIW D -0.31%
RBC A -0.31%
NEU D -0.31%
LECO C -0.31%
WY D -0.31%
MTB A -0.31%
ACI C -0.3%
RGLD A -0.3%
ADM D -0.3%
ESS A -0.3%
ROST D -0.3%
A F -0.3%
AVY D -0.3%
IQV F -0.3%
BBY D -0.29%
MKC D -0.29%
ASH F -0.29%
OLN F -0.29%
KRC C -0.29%
CDW F -0.29%
EQR C -0.28%
EXC C -0.28%
IFF F -0.28%
SYY B -0.28%
FRPT B -0.28%
INCY B -0.28%
TER F -0.28%
OMC C -0.28%
AR B -0.28%
RRC B -0.28%
FLO D -0.27%
PAYX B -0.27%
RVTY D -0.27%
DVN F -0.27%
WST C -0.27%
SWKS F -0.26%
HAL C -0.26%
SAM C -0.26%
ON F -0.26%
VEEV C -0.26%
CNC F -0.26%
LPX A -0.26%
R B -0.26%
HRL F -0.26%
BYD B -0.26%
DRI B -0.26%
SMG D -0.25%
OVV C -0.25%
L A -0.25%
EGP D -0.24%
MAA A -0.24%
CE F -0.24%
HUN F -0.24%
IRDM D -0.24%
FMC F -0.23%
AGO A -0.23%
CWEN C -0.23%
MCHP F -0.23%
IDA A -0.23%
RPRX F -0.22%
EXPD D -0.22%
BRKR F -0.22%
MGM D -0.22%
EXP B -0.21%
NNN C -0.21%
HSY F -0.2%
AFG A -0.18%
GLW B -0.18%
UI A -0.18%
BKR A -0.18%
FITB A -0.18%
RF A -0.17%
BAH D -0.17%
BRO B -0.17%
REYN D -0.17%
SLM A -0.17%
FNF C -0.17%
KEYS C -0.17%
M D -0.15%
AVT C -0.15%
DFS B -0.15%
APA F -0.15%
SCI A -0.15%
CUZ B -0.15%
RYN D -0.15%
THO B -0.14%
BWA B -0.14%
TXT D -0.14%
SON D -0.14%
PINC B -0.14%
WEN C -0.14%
AKAM F -0.14%
ELAN D -0.14%
WTM A -0.13%
QRVO F -0.13%
XRAY F -0.12%
ACGL D -0.11%
CFG A -0.11%
ZION A -0.1%
SLGN A -0.1%
LBRDK C -0.1%
CXT D -0.1%
NSA C -0.09%
PB A -0.07%
TNL A -0.07%
GEHC D -0.07%
CMA B -0.07%
FNB A -0.07%
NDSN C -0.06%
CNXC F -0.06%
BIIB F -0.05%
IEX B -0.05%
NVST C -0.05%
PFG A -0.05%
CR B -0.05%
HXL F -0.05%
GO C -0.05%
WU F -0.04%
CRI F -0.04%
VIRT A -0.04%
FTRE D -0.03%
ADTN A -0.03%
HOG D -0.02%
AEE A -0.02%
KSS F -0.01%
CC C -0.0%
CNA C -0.0%
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