IQSM vs. LGLV ETF Comparison

Comparison of IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM) to SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV)

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

$33.92

Average Daily Volume

13,831

Number of Holdings ^*

214

* may have additional holdings in another (foreign) market

LGLV

SPDR SSGA US Large Cap Low Volatility Index ETF

LGLV Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA US Large Cap Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the stocks of U.S. large capitalization companies that exhibit low volatility. Volatility is a statistical measurement of the magnitude of movements in a stock's price over time. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$172.19

Average Daily Volume

19,227

Number of Holdings ^*

161

* may have additional holdings in another (foreign) market

Performance

Period	IQSM	LGLV
30 Days	2.11%	0.55%
60 Days	6.44%	2.49%
90 Days	8.65%	6.35%
12 Months	28.03%	26.61%

25 Overlapping Holdings

Symbol	Grade	Weight in IQSM	Weight in LGLV	Overlap
ADC	A	0.34%	0.27%	0.27%
AIZ	A	0.5%	0.36%	0.36%
AMH	C	0.58%	0.44%	0.44%
ATR	A	0.54%	0.41%	0.41%
CHE	D	0.39%	0.29%	0.29%
CHRW	A	0.59%	0.44%	0.44%
CPT	C	0.59%	0.45%	0.45%
DCI	A	0.44%	0.33%	0.33%
DLB	D	0.21%	0.25%	0.21%
DTM	A	0.44%	0.32%	0.32%
ELS	B	0.59%	0.48%	0.48%
FR	D	0.33%	0.26%	0.26%
GGG	B	0.69%	0.51%	0.51%
GL	B	0.46%	0.35%	0.35%
GNTX	C	0.34%	0.26%	0.26%
GPK	D	0.42%	0.31%	0.31%
JKHY	C	0.62%	0.49%	0.49%
LSTR	B	0.32%	0.23%	0.23%
MSA	D	0.3%	0.22%	0.22%
ORI	A	0.43%	0.33%	0.33%
PKG	B	1.01%	0.74%	0.74%
RYAN	B	0.33%	0.53%	0.33%
SIGI	B	0.28%	0.2%	0.2%
TTC	F	0.42%	0.31%	0.31%
UDR	C	0.63%	0.51%	0.51%

IQSM Overweight 189 Positions Relative to LGLV

Symbol	Grade	Weight
EME	B	1.12%
YUMC	C	0.93%
KEY	B	0.85%
MANH	C	0.82%
MAS	D	0.82%
NTNX	B	0.81%
XPO	B	0.81%
PNR	A	0.8%
RPM	A	0.8%
BURL	C	0.8%
UTHR	B	0.78%
KIM	A	0.77%
OC	A	0.77%
GEN	B	0.77%
FLEX	B	0.76%
EQH	B	0.75%
TOL	B	0.75%
FIX	B	0.74%
USFD	B	0.72%
TWLO	B	0.72%
DOCU	B	0.72%
ACM	B	0.71%
GWRE	A	0.71%
RGA	A	0.69%
DT	C	0.68%
SAIA	B	0.68%
FFIV	B	0.67%
SFM	B	0.67%
EWBC	B	0.67%
POOL	D	0.67%
RNR	D	0.65%
UNM	A	0.62%
EPAM	B	0.62%
NVT	C	0.61%
TTEK	F	0.6%
HST	D	0.6%
ITT	A	0.59%
JLL	C	0.59%
FTI	B	0.58%
REG	A	0.58%
JNPR	D	0.58%
NBIX	C	0.58%
DAY	B	0.57%
KMX	B	0.57%
WPC	F	0.57%
BLD	F	0.56%
PAYC	B	0.56%
BJ	B	0.56%
RRX	B	0.56%
SJM	F	0.56%
TECH	D	0.56%
CG	B	0.55%
LW	B	0.55%
ALB	C	0.55%
TPR	A	0.55%
DKS	D	0.54%
INSM	C	0.54%
NCLH	B	0.54%
IPG	F	0.54%
NWSA	B	0.53%
SF	A	0.53%
Z	B	0.53%
CRL	C	0.51%
CTLT	D	0.51%
SRPT	F	0.5%
WMS	F	0.5%
FND	F	0.5%
PCVX	D	0.5%
WTRG	C	0.5%
CUBE	D	0.5%
ALLY	C	0.49%
QGEN	D	0.48%
PRI	B	0.48%
MKTX	C	0.48%
EHC	B	0.48%
GLOB	B	0.47%
INGR	B	0.47%
FBIN	F	0.47%
LAD	B	0.47%
OHI	C	0.47%
AYI	A	0.47%
ARMK	B	0.46%
LKQ	C	0.46%
EXAS	F	0.46%
WAL	B	0.46%
FN	C	0.45%
WCC	B	0.45%
PCTY	B	0.44%
EXEL	B	0.44%
TFX	F	0.44%
X	D	0.44%
SNX	C	0.44%
ROKU	C	0.43%
KNX	C	0.43%
MOS	D	0.43%
RVMD	C	0.43%
REXR	F	0.43%
AOS	F	0.43%
AXTA	A	0.42%
ITCI	B	0.42%
RL	B	0.42%
MTZ	B	0.42%
BRBR	A	0.42%
ONTO	F	0.41%
HRB	D	0.41%
FRT	B	0.4%
NYT	C	0.4%
BRX	A	0.4%
PEN	C	0.4%
PLNT	A	0.39%
DVA	C	0.39%
MEDP	D	0.39%
VOYA	B	0.39%
HAS	D	0.39%
HSIC	F	0.38%
OLED	F	0.38%
AA	C	0.38%
TREX	C	0.37%
RHI	B	0.37%
MHK	D	0.36%
KEX	A	0.35%
CGNX	C	0.35%
APG	C	0.35%
HALO	C	0.35%
RGEN	C	0.35%
LSCC	D	0.35%
WH	A	0.35%
RIVN	F	0.34%
VKTX	F	0.34%
MKSI	C	0.34%
JAZZ	B	0.34%
WEX	D	0.34%
ESTC	C	0.34%
ALV	C	0.34%
AGNC	C	0.33%
CMC	B	0.33%
FCN	F	0.33%
GXO	B	0.33%
STAG	D	0.32%
H	B	0.32%
BEN	C	0.32%
BPOP	C	0.32%
PARA	B	0.32%
G	B	0.32%
GTLS	B	0.32%
ANF	C	0.32%
NOV	C	0.31%
DINO	D	0.31%
ARW	F	0.31%
WBA	D	0.31%
HLNE	B	0.31%
AZEK	B	0.31%
BPMC	C	0.3%
LFUS	D	0.3%
AXS	A	0.3%
MTN	C	0.3%
DAR	B	0.3%
ESI	B	0.3%
ETSY	D	0.29%
FAF	C	0.29%
WFRD	F	0.29%
CLF	F	0.29%
CFLT	B	0.29%
PVH	C	0.28%
CHX	C	0.28%
AGCO	F	0.28%
SUM	B	0.28%
CROX	F	0.28%
ALTR	C	0.27%
STWD	C	0.27%
PATH	C	0.27%
LEA	F	0.26%
CRUS	F	0.26%
WTS	B	0.26%
AM	B	0.25%
POST	D	0.25%
FIVE	F	0.24%
ST	F	0.24%
IBP	F	0.24%
TKR	F	0.23%
GAP	B	0.2%
AN	C	0.2%
ACHC	F	0.18%
ZG	B	0.16%
CACC	D	0.13%
COTY	D	0.12%
NWS	B	0.11%
LCID	F	0.09%
LEVI	F	0.08%

IQSM Underweight 136 Positions Relative to LGLV

Symbol	Grade	Weight
WMT	A	-1.31%
CL	F	-1.29%
PEP	D	-1.27%
XEL	A	-1.18%
LIN	D	-1.18%
GIS	F	-1.15%
APD	B	-1.14%
DUK	D	-1.11%
PEG	C	-1.06%
AVB	B	-1.05%
SO	D	-1.05%
PSA	D	-1.04%
JNJ	D	-1.04%
RSG	B	-1.02%
PG	C	-1.02%
WEC	B	-0.99%
VMC	B	-0.99%
EQR	C	-0.99%
ED	D	-0.97%
PGR	A	-0.95%
BRK.A	B	-0.93%
DTE	D	-0.93%
EQIX	B	-0.93%
VZ	D	-0.9%
MMC	D	-0.9%
WM	A	-0.86%
BAH	C	-0.86%
MCD	C	-0.85%
AMT	F	-0.85%
K	A	-0.85%
CME	B	-0.84%
AEE	B	-0.84%
NDAQ	B	-0.84%
AJG	A	-0.82%
TRV	B	-0.82%
BRO	B	-0.82%
LMT	D	-0.8%
BMY	B	-0.77%
ALL	B	-0.77%
MSI	B	-0.77%
BDX	F	-0.76%
UNH	B	-0.75%
ADP	A	-0.74%
CMS	D	-0.74%
KMI	B	-0.74%
MMM	C	-0.73%
GD	C	-0.73%
MKL	A	-0.72%
CB	C	-0.72%
COR	B	-0.72%
NOC	D	-0.72%
WTW	A	-0.71%
COST	B	-0.71%
GRMN	A	-0.71%
FI	A	-0.71%
INVH	D	-0.71%
ICE	C	-0.7%
T	A	-0.7%
AFL	C	-0.69%
MCK	B	-0.69%
AON	B	-0.69%
OTIS	D	-0.68%
MAA	C	-0.67%
PAYX	B	-0.67%
MSFT	C	-0.66%
ABT	C	-0.66%
EA	A	-0.66%
FDS	A	-0.65%
TYL	B	-0.65%
WRB	B	-0.64%
MDT	D	-0.64%
J	D	-0.64%
ORCL	A	-0.64%
V	A	-0.63%
TJX	A	-0.63%
IBM	D	-0.62%
CHKP	C	-0.61%
ETN	B	-0.6%
AVY	F	-0.6%
IEX	B	-0.6%
SUI	F	-0.59%
ROP	A	-0.58%
TXN	B	-0.58%
VRSK	A	-0.58%
FOXA	A	-0.57%
NI	A	-0.57%
FAST	B	-0.57%
MRK	F	-0.56%
HON	B	-0.56%
AMCR	D	-0.54%
PCAR	B	-0.53%
WMB	B	-0.53%
L	A	-0.52%
CASY	B	-0.52%
ITW	B	-0.52%
ORLY	A	-0.52%
AME	A	-0.52%
TSCO	D	-0.52%
HD	B	-0.52%
CSCO	A	-0.52%
GOOGL	C	-0.52%
BR	A	-0.52%
VRSN	C	-0.5%
AZO	B	-0.49%
UNP	D	-0.48%
NDSN	B	-0.47%
CMCSA	B	-0.46%
ROL	C	-0.46%
CNA	C	-0.46%
SBUX	B	-0.45%
NVR	D	-0.45%
CACI	C	-0.45%
SCI	B	-0.43%
ACN	B	-0.43%
HLI	B	-0.43%
AKAM	F	-0.42%
YUM	B	-0.41%
LOW	B	-0.4%
LNG	B	-0.39%
FTV	C	-0.39%
DOX	C	-0.38%
CSGP	F	-0.36%
XOM	B	-0.33%
CVX	A	-0.33%
EGP	D	-0.3%
SEIC	A	-0.3%
CBSH	A	-0.29%
SAIC	D	-0.28%
CDP	C	-0.27%
RLI	A	-0.24%
DG	F	-0.22%
CWST	B	-0.21%
MMS	F	-0.2%
SON	F	-0.18%
NEU	C	-0.14%
SOLV	C	-0.1%