IQSM vs. LRGF ETF Comparison
Comparison of IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM) to iShares FactorSelect MSCI USA ETF (LRGF)
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
LRGF
iShares FactorSelect MSCI USA ETF
LRGF Description
The investment seeks to track the investment results of the MSCI USA Diversified Multi-Factor Index (the "underlying index"), which has been developed by MSCI Inc. ("MSCI"). 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. The underlying index is designed to select equity securities from MSCI USA Index (the "Parent index") that have high exposure to four investment style factors: value, quality, momentum and low size, while maintaining a level of risk similar to that of the Parent index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$61.96
Average Daily Volume
91,138
Number of Holdings
*
272
* may have additional holdings in another (foreign) market
Performance
| Period | IQSM | LRGF |
|---|---|---|
| 30 Days | 4.29% | 4.57% |
| 60 Days | 5.32% | 6.07% |
| 90 Days | 6.64% | 7.74% |
| 12 Months | 27.71% | 37.24% |
34 Overlapping Holdings
| Symbol | Grade | Weight in IQSM | Weight in LRGF | Overlap | |
|---|---|---|---|---|---|
| AGCO | D | 0.28% | 0.03% | 0.03% | |
| AGNC | D | 0.33% | 0.07% | 0.07% | |
| ALLY | C | 0.47% | 0.25% | 0.25% | |
| AN | C | 0.21% | 0.21% | 0.21% | |
| ANF | C | 0.34% | 0.27% | 0.27% | |
| AYI | B | 0.48% | 0.37% | 0.37% | |
| BRX | A | 0.41% | 0.31% | 0.31% | |
| CMC | B | 0.33% | 0.07% | 0.07% | |
| CRUS | D | 0.26% | 0.05% | 0.05% | |
| DKS | C | 0.54% | 0.17% | 0.17% | |
| DOCU | A | 0.77% | 0.33% | 0.33% | |
| DVA | B | 0.4% | 0.23% | 0.23% | |
| EME | C | 1.12% | 0.27% | 0.27% | |
| ESTC | C | 0.36% | 0.18% | 0.18% | |
| ETSY | D | 0.28% | 0.18% | 0.18% | |
| GL | B | 0.47% | 0.1% | 0.1% | |
| HRB | D | 0.39% | 0.3% | 0.3% | |
| MANH | D | 0.82% | 0.34% | 0.34% | |
| MEDP | D | 0.37% | 0.28% | 0.28% | |
| NTNX | A | 0.83% | 0.43% | 0.43% | |
| NVT | B | 0.58% | 0.13% | 0.13% | |
| NWSA | B | 0.53% | 0.02% | 0.02% | |
| PATH | C | 0.26% | 0.02% | 0.02% | |
| PVH | C | 0.28% | 0.08% | 0.08% | |
| RGA | A | 0.72% | 0.06% | 0.06% | |
| RHI | B | 0.37% | 0.24% | 0.24% | |
| RL | B | 0.41% | 0.12% | 0.12% | |
| SFM | A | 0.68% | 0.05% | 0.05% | |
| TPR | B | 0.63% | 0.32% | 0.32% | |
| TTEK | F | 0.52% | 0.1% | 0.1% | |
| UNM | A | 0.65% | 0.09% | 0.09% | |
| VOYA | B | 0.39% | 0.13% | 0.13% | |
| WFRD | D | 0.28% | 0.21% | 0.21% | |
| WTS | B | 0.27% | 0.15% | 0.15% |
IQSM Overweight 180 Positions Relative to LRGF
| Symbol | Grade | Weight | |
|---|---|---|---|
| PKG | A | 1.0% | |
| YUMC | C | 0.86% | |
| KEY | B | 0.85% | |
| PNR | A | 0.84% | |
| BURL | A | 0.84% | |
| RPM | A | 0.83% | |
| MAS | D | 0.82% | |
| OC | A | 0.81% | |
| XPO | B | 0.81% | |
| GEN | B | 0.79% | |
| KIM | A | 0.78% | |
| TOL | B | 0.76% | |
| 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% | |
| GGG | B | 0.71% | |
| ACM | A | 0.7% | |
| SAIA | B | 0.69% | |
| EWBC | A | 0.69% | |
| FFIV | B | 0.68% | |
| DT | C | 0.68% | |
| POOL | C | 0.66% | |
| EPAM | C | 0.66% | |
| UDR | B | 0.65% | |
| RNR | C | 0.64% | |
| 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% | |
| 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% | |
| LW | C | 0.55% | |
| AIZ | A | 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% | |
| IPG | D | 0.53% | |
| 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% | |
| OHI | 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% | |
| TTC | D | 0.41% | |
| ITCI | C | 0.41% | |
| PEN | B | 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% | |
| X | C | 0.39% | |
| HAS | D | 0.39% | |
| NYT | C | 0.39% | |
| ONTO | D | 0.38% | |
| WH | B | 0.37% | |
| TREX | C | 0.37% | |
| HSIC | B | 0.37% | |
| ADC | B | 0.36% | |
| JAZZ | B | 0.36% | |
| KEX | C | 0.36% | |
| AA | B | 0.35% | |
| OLED | D | 0.35% | |
| RIVN | F | 0.35% | |
| APG | B | 0.35% | |
| G | B | 0.35% | |
| MHK | D | 0.35% | |
| RGEN | D | 0.35% | |
| 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% | |
| FR | C | 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% | |
| SUM | B | 0.28% | |
| STWD | C | 0.28% | |
| CHX | C | 0.28% | |
| CROX | D | 0.28% | |
| SIGI | C | 0.28% | |
| BPMC | C | 0.28% | |
| VKTX | F | 0.27% | |
| ALTR | B | 0.27% | |
| CLF | F | 0.26% | |
| LEA | D | 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% | |
| 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 238 Positions Relative to LRGF
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -6.55% | |
| AAPL | C | -6.35% | |
| MSFT | F | -5.67% | |
| AMZN | C | -3.01% | |
| META | D | -2.16% | |
| AVGO | D | -1.82% | |
| GOOG | C | -1.8% | |
| JPM | A | -1.64% | |
| V | A | -1.28% | |
| PG | A | -1.26% | |
| BKNG | A | -1.17% | |
| LLY | F | -1.09% | |
| WMT | A | -1.03% | |
| XOM | B | -0.94% | |
| APP | B | -0.94% | |
| LIN | D | -0.91% | |
| ABBV | D | -0.9% | |
| UNH | C | -0.89% | |
| PEP | F | -0.87% | |
| JNJ | D | -0.87% | |
| TSLA | B | -0.76% | |
| MA | C | -0.75% | |
| BMY | B | -0.72% | |
| MCD | D | -0.63% | |
| FICO | B | -0.61% | |
| KO | D | -0.61% | |
| BK | A | -0.61% | |
| TEAM | A | -0.6% | |
| T | A | -0.59% | |
| GS | A | -0.59% | |
| HD | A | -0.58% | |
| LOW | D | -0.58% | |
| MRK | F | -0.57% | |
| MPC | D | -0.57% | |
| CVX | A | -0.54% | |
| COST | B | -0.54% | |
| ABT | B | -0.53% | |
| BLDR | D | -0.53% | |
| GM | B | -0.52% | |
| AWK | D | -0.52% | |
| ED | D | -0.51% | |
| BRK.A | B | -0.5% | |
| MCK | B | -0.5% | |
| WFC | A | -0.5% | |
| FTNT | C | -0.49% | |
| GILD | C | -0.49% | |
| HPE | B | -0.48% | |
| AMAT | F | -0.46% | |
| IBKR | A | -0.46% | |
| VST | B | -0.45% | |
| QCOM | F | -0.45% | |
| DUOL | A | -0.44% | |
| SPGI | C | -0.43% | |
| AMGN | D | -0.42% | |
| CMCSA | B | -0.41% | |
| AMP | A | -0.41% | |
| GEHC | F | -0.41% | |
| PAYX | C | -0.4% | |
| PM | B | -0.4% | |
| CSCO | B | -0.4% | |
| MELI | D | -0.39% | |
| CTAS | B | -0.38% | |
| ETN | A | -0.38% | |
| AFL | B | -0.38% | |
| SPG | B | -0.38% | |
| MSCI | C | -0.37% | |
| BAC | A | -0.37% | |
| WSM | B | -0.36% | |
| IT | C | -0.36% | |
| HOLX | D | -0.36% | |
| DELL | C | -0.35% | |
| KR | B | -0.35% | |
| VZ | C | -0.34% | |
| VLO | C | -0.33% | |
| WY | D | -0.33% | |
| DECK | A | -0.32% | |
| CRH | A | -0.32% | |
| INTU | C | -0.31% | |
| PFE | D | -0.31% | |
| KLAC | D | -0.31% | |
| EBAY | D | -0.31% | |
| CR | A | -0.31% | |
| JBL | B | -0.31% | |
| EMR | A | -0.31% | |
| TGT | F | -0.3% | |
| ABNB | C | -0.3% | |
| YUM | B | -0.3% | |
| AIG | B | -0.3% | |
| ANET | C | -0.3% | |
| MLI | C | -0.29% | |
| EQR | B | -0.29% | |
| CNM | D | -0.29% | |
| FERG | B | -0.29% | |
| ELV | F | -0.29% | |
| GTLB | B | -0.28% | |
| PCOR | B | -0.28% | |
| UBER | D | -0.28% | |
| ADBE | C | -0.28% | |
| MTD | D | -0.27% | |
| OTIS | C | -0.27% | |
| TMO | F | -0.27% | |
| RS | B | -0.27% | |
| STLD | B | -0.26% | |
| SYF | B | -0.26% | |
| JHG | A | -0.26% | |
| WING | D | -0.26% | |
| CAT | B | -0.26% | |
| FOXA | B | -0.25% | |
| AXP | A | -0.24% | |
| BBY | D | -0.24% | |
| BLK | C | -0.24% | |
| GIS | D | -0.23% | |
| PCAR | B | -0.23% | |
| PSA | D | -0.23% | |
| STT | A | -0.22% | |
| AVB | B | -0.22% | |
| NDAQ | A | -0.22% | |
| MSI | B | -0.22% | |
| CRWD | B | -0.22% | |
| COF | B | -0.22% | |
| DUK | C | -0.21% | |
| NUE | C | -0.21% | |
| TT | A | -0.21% | |
| CI | F | -0.21% | |
| ITW | B | -0.21% | |
| TRV | B | -0.2% | |
| SOLV | C | -0.2% | |
| QLYS | C | -0.2% | |
| WEC | A | -0.2% | |
| AMG | B | -0.2% | |
| LRCX | F | -0.2% | |
| HPQ | B | -0.19% | |
| CDNS | B | -0.19% | |
| SBUX | A | -0.19% | |
| PRU | A | -0.19% | |
| LMT | D | -0.19% | |
| NFLX | A | -0.19% | |
| VRTX | F | -0.19% | |
| F | C | -0.18% | |
| CVLT | B | -0.18% | |
| PANW | C | -0.18% | |
| SNPS | B | -0.18% | |
| NEE | D | -0.17% | |
| IOT | A | -0.17% | |
| CVS | D | -0.17% | |
| R | B | -0.17% | |
| SYK | C | -0.17% | |
| EXC | C | -0.16% | |
| ADP | B | -0.16% | |
| ORCL | B | -0.16% | |
| MOH | F | -0.16% | |
| IBM | C | -0.16% | |
| HUBS | A | -0.15% | |
| OMC | C | -0.15% | |
| C | A | -0.15% | |
| ACN | C | -0.14% | |
| HUM | C | -0.14% | |
| SMAR | A | -0.14% | |
| GE | D | -0.14% | |
| BBWI | D | -0.14% | |
| AZO | C | -0.14% | |
| RMBS | C | -0.14% | |
| KMI | A | -0.14% | |
| FNF | B | -0.13% | |
| AMD | F | -0.13% | |
| DTE | C | -0.13% | |
| MMM | D | -0.13% | |
| CRM | B | -0.12% | |
| ELF | C | -0.12% | |
| SO | D | -0.12% | |
| CPNG | D | -0.12% | |
| MS | A | -0.11% | |
| GWW | B | -0.11% | |
| OLN | D | -0.11% | |
| RRC | B | -0.11% | |
| ZS | C | -0.11% | |
| OKTA | C | -0.11% | |
| FI | A | -0.11% | |
| MUSA | A | -0.11% | |
| MDLZ | F | -0.1% | |
| COKE | C | -0.1% | |
| MO | A | -0.1% | |
| MDT | D | -0.1% | |
| PH | A | -0.1% | |
| APA | D | -0.09% | |
| AMT | D | -0.09% | |
| MRO | B | -0.09% | |
| EXE | B | -0.08% | |
| MCHP | D | -0.08% | |
| VLTO | D | -0.08% | |
| HOG | D | -0.08% | |
| TAP | C | -0.07% | |
| SRE | A | -0.07% | |
| SHW | A | -0.07% | |
| ADM | D | -0.07% | |
| LPX | B | -0.07% | |
| ACGL | D | -0.07% | |
| PLD | D | -0.07% | |
| CARR | D | -0.07% | |
| LNTH | D | -0.07% | |
| CHTR | C | -0.07% | |
| ACI | C | -0.06% | |
| FE | C | -0.05% | |
| PFG | D | -0.05% | |
| COP | C | -0.05% | |
| CEG | D | -0.05% | |
| EG | C | -0.05% | |
| AR | B | -0.04% | |
| THO | B | -0.04% | |
| DOW | F | -0.04% | |
| MRNA | F | -0.04% | |
| BXP | D | -0.04% | |
| XRAY | F | -0.04% | |
| HSY | F | -0.04% | |
| SSD | D | -0.04% | |
| TXN | C | -0.04% | |
| NOW | A | -0.04% | |
| LII | A | -0.03% | |
| DE | A | -0.03% | |
| HIG | B | -0.03% | |
| MGM | D | -0.03% | |
| MOD | A | -0.03% | |
| ZBH | C | -0.03% | |
| UAL | A | -0.03% | |
| MET | A | -0.03% | |
| NTAP | C | -0.02% | |
| BDX | F | -0.02% | |
| BSX | B | -0.02% | |
| MUR | D | -0.02% | |
| KHC | F | -0.02% | |
| LYV | A | -0.02% | |
| CVNA | B | -0.02% | |
| RPRX | D | -0.01% | |
| EXPD | D | -0.01% | |
| ULTA | F | -0.01% | |
| PSX | C | -0.01% | |
| EOG | A | -0.01% | |
| FDX | B | -0.01% |
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
LRGF: Top Represented Industries & Keywords
Industries:
Software - Application
Specialty Retail
Software - Infrastructure
Drug Manufacturers - Major
Oil & Gas E&P
Asset Management
Diversified Industrials
Semiconductors
Health Care Plans
Insurance - Life
Utilities - Regulated Electric
Capital Markets
Credit Services
Medical Devices
Banks - Global
Business Services
Diagnostics & Research
Insurance - Diversified
Restaurants
Specialty Industrial Machinery
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