IQSU vs. BFOR ETF Comparison

Comparison of IQ Candriam ESG US Equity ETF (IQSU) to Barron's 400 (BFOR)
IQSU

IQ Candriam ESG US Equity ETF

IQSU Description

The investment seeks investment results that track (before fees and expenses) the price and yield performance of its underlying index, the IQ Candriam ESG US Equity Index. The Advisor employs a passive management - or indexing - investment approach designed to track the performance of the underlying index. The underlying index is designed to deliver exposure to equity securities of companies meeting environmental, social and corporate governance (ESG) criteria developed by Candriam and weighted using a market capitalization weighting methodology.

Grade (RS Rating)

Last Trade

$49.60

Average Daily Volume

10,845

Number of Holdings *

281

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

Barron's 400

BFOR Description The investment seeks investment results that correspond generally, before fees and expenses, to the performance of the Barron's 400 Index (the "underlying index"). The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the index. The underlying index's stocks are constituents of the MarketGrader U.S. Coverage Universe.

Grade (RS Rating)

Last Trade

$78.80

Average Daily Volume

4,071

Number of Holdings *

388

* may have additional holdings in another (foreign) market
Performance
Period IQSU BFOR
30 Days 4.52% 9.34%
60 Days 4.59% 10.13%
90 Days 6.02% 11.66%
12 Months 24.96% 38.09%
82 Overlapping Holdings
Symbol Grade Weight in IQSU Weight in BFOR Overlap
AAPL C 9.59% 0.24% 0.24%
ACGL D 0.13% 0.2% 0.13%
ADBE C 0.87% 0.23% 0.23%
ADP B 0.48% 0.25% 0.25%
ADSK A 0.26% 0.26% 0.26%
AFL B 0.22% 0.23% 0.22%
AKAM D 0.05% 0.2% 0.05%
ALL A 0.2% 0.24% 0.2%
AMAT F 0.55% 0.22% 0.22%
AMP A 0.22% 0.29% 0.22%
APD A 0.28% 0.25% 0.25%
APO B 0.26% 0.32% 0.26%
AXP A 0.65% 0.25% 0.25%
BKR B 0.18% 0.29% 0.18%
BMRN D 0.05% 0.21% 0.05%
BR A 0.1% 0.25% 0.1%
CBOE B 0.09% 0.22% 0.09%
CHD B 0.11% 0.23% 0.11%
CHTR C 0.15% 0.26% 0.15%
CL D 0.31% 0.2% 0.2%
CME A 0.32% 0.24% 0.24%
CMG B 0.32% 0.24% 0.24%
CPAY A 0.1% 0.27% 0.1%
CTAS B 0.3% 0.24% 0.24%
CTSH B 0.15% 0.24% 0.15%
DOV A 0.11% 0.24% 0.11%
EA A 0.16% 0.26% 0.16%
EBAY D 0.12% 0.22% 0.12%
ECL D 0.24% 0.22% 0.22%
EG C 0.06% 0.21% 0.06%
FAST B 0.18% 0.27% 0.18%
FDX B 0.26% 0.22% 0.22%
FITB A 0.12% 0.26% 0.12%
FTNT C 0.22% 0.28% 0.22%
GOOGL C 2.84% 0.26% 0.26%
HIG B 0.14% 0.23% 0.14%
HOLX D 0.07% 0.21% 0.07%
HSY F 0.1% 0.2% 0.1%
IBM C 0.77% 0.22% 0.22%
IT C 0.15% 0.24% 0.15%
KLAC D 0.33% 0.2% 0.2%
KMB D 0.18% 0.21% 0.18%
MA C 1.66% 0.24% 0.24%
MCO B 0.3% 0.23% 0.23%
MLM B 0.14% 0.25% 0.14%
MMM D 0.28% 0.22% 0.22%
MPC D 0.22% 0.23% 0.22%
MPWR F 0.1% 0.15% 0.1%
MSFT F 9.56% 0.23% 0.23%
MSI B 0.32% 0.26% 0.26%
MTB A 0.14% 0.28% 0.14%
NTAP C 0.1% 0.23% 0.1%
NTRS A 0.09% 0.27% 0.09%
NVR D 0.11% 0.22% 0.11%
OKE A 0.26% 0.26% 0.26%
ON D 0.11% 0.22% 0.11%
PANW C 0.49% 0.27% 0.27%
PAYX C 0.18% 0.25% 0.18%
PEP F 0.86% 0.21% 0.21%
PGR A 0.59% 0.23% 0.23%
PH A 0.35% 0.26% 0.26%
PYPL B 0.35% 0.28% 0.28%
QCOM F 0.67% 0.22% 0.22%
RCL A 0.2% 0.32% 0.2%
RJF A 0.12% 0.31% 0.12%
RMD C 0.14% 0.21% 0.14%
SPGI C 0.62% 0.22% 0.22%
SSNC B 0.06% 0.23% 0.06%
SYF B 0.1% 0.31% 0.1%
SYY B 0.15% 0.22% 0.15%
TGT F 0.22% 0.23% 0.22%
TJX A 0.54% 0.23% 0.23%
TSCO D 0.12% 0.23% 0.12%
URI B 0.21% 0.26% 0.21%
V A 1.91% 0.24% 0.24%
VEEV C 0.12% 0.24% 0.12%
VRSN F 0.06% 0.23% 0.06%
WDAY B 0.21% 0.25% 0.21%
WMB A 0.28% 0.28% 0.28%
XYL D 0.11% 0.21% 0.11%
ZBH C 0.09% 0.23% 0.09%
ZTS D 0.32% 0.21% 0.21%
IQSU Overweight 199 Positions Relative to BFOR
Symbol Grade Weight
TSLA B 3.69%
GOOG C 2.55%
UNH C 2.17%
PG A 1.58%
HD A 1.56%
BAC A 1.23%
CRM B 1.2%
ACN C 0.94%
CSCO B 0.91%
AMD F 0.86%
LIN D 0.85%
NOW A 0.82%
DIS B 0.82%
GE D 0.76%
INTU C 0.7%
TXN C 0.7%
CMCSA B 0.65%
MS A 0.65%
NEE D 0.61%
LOW D 0.59%
BX A 0.51%
C A 0.5%
FI A 0.5%
VRTX F 0.46%
BMY B 0.46%
MU D 0.43%
MMC B 0.43%
GILD C 0.43%
SBUX A 0.43%
ADI D 0.42%
PLD D 0.41%
KKR A 0.4%
INTC D 0.4%
UPS C 0.38%
AMT D 0.37%
TT A 0.37%
ELV F 0.37%
CI F 0.36%
MELI D 0.36%
LRCX F 0.36%
SHW A 0.35%
ICE C 0.35%
WM A 0.35%
NKE D 0.35%
EQIX A 0.34%
MDLZ F 0.34%
ITW B 0.32%
PNC B 0.32%
WELL A 0.32%
CDNS B 0.32%
SNPS B 0.32%
CRWD B 0.31%
MRVL B 0.3%
EMR A 0.29%
USB A 0.29%
MAR B 0.27%
COF B 0.27%
AJG B 0.25%
DLR B 0.24%
TFC A 0.24%
HLT A 0.24%
SLB C 0.24%
FCX D 0.24%
ABNB C 0.23%
ROP B 0.23%
SRE A 0.23%
SPG B 0.23%
BK A 0.23%
TRV B 0.23%
CARR D 0.23%
KMI A 0.22%
DASH A 0.22%
JCI C 0.22%
FICO B 0.22%
PSA D 0.21%
LNG B 0.2%
AZO C 0.2%
PWR A 0.19%
FIS C 0.19%
MET A 0.19%
AIG B 0.19%
NEM D 0.19%
PCG A 0.18%
CCI D 0.18%
PEG A 0.18%
MSCI C 0.18%
PRU A 0.18%
KVUE A 0.18%
VLO C 0.18%
GWW B 0.18%
DFS B 0.17%
SNOW C 0.16%
CBRE B 0.16%
OTIS C 0.16%
VRSK A 0.16%
IR B 0.16%
EW C 0.16%
YUM B 0.15%
EXC C 0.15%
KR B 0.15%
TEAM A 0.15%
IDXX F 0.14%
EXR D 0.14%
WAB B 0.14%
HUM C 0.14%
NUE C 0.14%
HPQ B 0.14%
DELL C 0.14%
GIS D 0.14%
GLW B 0.14%
VMC B 0.14%
WTW B 0.13%
ROK B 0.13%
AVB B 0.13%
IRM D 0.13%
HUBS A 0.13%
ED D 0.13%
KDP D 0.13%
LULU C 0.13%
GPN B 0.12%
DXCM D 0.12%
ANSS B 0.12%
NDAQ A 0.12%
TTWO A 0.12%
EFX F 0.12%
ALNY D 0.12%
DD D 0.12%
AWK D 0.11%
HPE B 0.11%
HAL C 0.11%
PPG F 0.11%
KEYS A 0.11%
CAH B 0.11%
KHC F 0.1%
MTD D 0.1%
HBAN A 0.1%
EQR B 0.1%
VTR C 0.1%
ADM D 0.1%
FTV C 0.1%
WBD C 0.09%
WY D 0.09%
BIIB F 0.09%
IFF D 0.09%
WST C 0.09%
SBAC D 0.09%
CDW F 0.09%
RF A 0.09%
INVH D 0.08%
MKC D 0.08%
OMC C 0.08%
PFG D 0.08%
MDB C 0.08%
ZBRA B 0.08%
LH C 0.08%
WDC D 0.08%
CLX B 0.08%
CFG B 0.08%
K A 0.08%
STE F 0.08%
LYB F 0.08%
WAT B 0.08%
ES D 0.08%
PKG A 0.08%
EXPD D 0.07%
MAS D 0.07%
ULTA F 0.07%
BBY D 0.07%
PINS D 0.07%
TRMB B 0.07%
KEY B 0.07%
DGX A 0.07%
MAA B 0.07%
ZS C 0.07%
TRU D 0.07%
BALL D 0.07%
STX D 0.07%
ESS B 0.07%
APTV D 0.06%
JBHT C 0.06%
DOC D 0.06%
DG F 0.06%
TER D 0.06%
ARE D 0.06%
GEN B 0.06%
OKTA C 0.05%
DLTR F 0.05%
CAG D 0.05%
AVTR F 0.05%
INCY C 0.05%
SWKS F 0.05%
EL F 0.05%
DOX D 0.04%
RPRX D 0.04%
SNAP C 0.04%
CPB D 0.03%
ENPH F 0.03%
HRL D 0.03%
AGR B 0.01%
IQSU Underweight 306 Positions Relative to BFOR
Symbol Grade Weight
APP B -0.56%
LEU C -0.45%
UAL A -0.41%
POWL C -0.4%
IESC B -0.38%
AGX B -0.38%
USLM A -0.38%
TPL A -0.37%
PLTR B -0.37%
AXON A -0.36%
UPWK B -0.34%
PAY B -0.34%
STRL B -0.33%
VRT B -0.32%
AAON B -0.32%
PAYO A -0.32%
CORT B -0.32%
RMBS C -0.31%
ALSN B -0.31%
IDCC A -0.31%
WFC A -0.31%
EXPE B -0.31%
CCL B -0.31%
IBKR A -0.31%
AIT A -0.3%
PCTY B -0.3%
PAYC B -0.3%
PEGA A -0.3%
DOCS C -0.3%
SFM A -0.3%
TILE B -0.3%
FLEX A -0.29%
NEWT B -0.29%
SUM B -0.29%
NVDA C -0.29%
FIX A -0.29%
TRGP B -0.29%
SNA A -0.29%
HLNE B -0.29%
MCB B -0.29%
SKWD A -0.29%
EXEL B -0.29%
MLI C -0.29%
CEIX A -0.29%
UNM A -0.29%
EWBC A -0.29%
LRN A -0.28%
BBW B -0.28%
BL B -0.28%
NFLX A -0.28%
QCRH A -0.28%
EME C -0.28%
TXRH C -0.28%
PPC C -0.28%
ZM B -0.28%
CRS A -0.28%
GDDY A -0.28%
BKNG A -0.28%
TGTX B -0.28%
APOG B -0.28%
AX A -0.28%
CW B -0.27%
TMUS B -0.27%
DAKT B -0.27%
IBOC A -0.27%
UTI A -0.27%
ODFL B -0.27%
MTDR B -0.27%
PFBC B -0.27%
NOG A -0.27%
QLYS C -0.27%
BY B -0.27%
CASH A -0.27%
WT B -0.27%
FOUR B -0.27%
NRP B -0.27%
HWM A -0.27%
ERII D -0.27%
HCKT B -0.27%
USAP B -0.27%
CSWI A -0.27%
MWA B -0.27%
FOX A -0.27%
AWI A -0.27%
IBCP B -0.26%
WHD B -0.26%
BFC B -0.26%
WABC B -0.26%
FFIV B -0.26%
PODD C -0.26%
ACIW B -0.26%
ITT A -0.26%
HCI C -0.26%
MGY A -0.26%
FN D -0.26%
CMPO A -0.26%
DECK A -0.26%
LPX B -0.26%
TDY B -0.26%
CEG D -0.26%
LOPE B -0.26%
OZK B -0.26%
CUBI C -0.26%
PEBO A -0.26%
NRG B -0.26%
NIC B -0.26%
FTI A -0.26%
ATR B -0.26%
ACMR F -0.26%
AMZN C -0.26%
ARLP A -0.26%
AMAL B -0.26%
CVLT B -0.26%
FTDR A -0.26%
APH A -0.26%
TRN C -0.26%
FULT A -0.26%
OII B -0.26%
CNO A -0.26%
FCNCA A -0.26%
CPRT A -0.26%
G B -0.26%
RL B -0.26%
JPM A -0.26%
MLR B -0.26%
ORRF B -0.26%
XOM B -0.25%
DCI B -0.25%
SLVM B -0.25%
MRO B -0.25%
ANF C -0.25%
TW A -0.25%
ISRG A -0.25%
RBA A -0.25%
HUBB B -0.25%
VIRT B -0.25%
REVG B -0.25%
ANET C -0.25%
CINF A -0.25%
WLDN D -0.25%
YELP C -0.25%
FIZZ C -0.25%
PLMR B -0.25%
WTS B -0.25%
IPAR B -0.25%
BELFB C -0.25%
SRCE B -0.25%
UTHR C -0.25%
LAUR A -0.25%
ORCL B -0.25%
CAT B -0.25%
IRMD C -0.25%
FDS B -0.25%
FCF A -0.25%
INGR B -0.25%
MCRI A -0.25%
ADMA B -0.25%
MBWM B -0.25%
DBX B -0.25%
SM B -0.25%
OSBC A -0.25%
EXP A -0.25%
AIZ A -0.25%
LKFN B -0.25%
EOG A -0.25%
HES B -0.25%
TCMD A -0.25%
CBT C -0.24%
XPEL C -0.24%
FBP B -0.24%
RGA A -0.24%
EPD A -0.24%
FMBH B -0.24%
MANH D -0.24%
DT C -0.24%
FANG D -0.24%
HEI B -0.24%
TBBK B -0.24%
BRO B -0.24%
AMPY C -0.24%
FSS B -0.24%
DRI B -0.24%
PLAB C -0.24%
OSIS B -0.24%
HNI B -0.24%
MOD A -0.24%
MPLX A -0.24%
ET A -0.24%
HWKN B -0.24%
CPRX C -0.24%
GGG B -0.24%
WWD B -0.24%
SIG B -0.24%
CQP B -0.24%
CASY A -0.24%
CF B -0.24%
CSL C -0.24%
META D -0.24%
THC D -0.23%
STBA B -0.23%
CACI D -0.23%
DVN F -0.23%
TEX D -0.23%
DY D -0.23%
CHWY B -0.23%
NYT C -0.23%
WEC A -0.23%
NBIX C -0.23%
OFG B -0.23%
BRC D -0.23%
OTTR C -0.23%
CHDN B -0.23%
NOV C -0.23%
LNN B -0.23%
LII A -0.23%
COR B -0.23%
TRIN A -0.23%
WRB A -0.23%
SCCO F -0.23%
COOP B -0.23%
TOL B -0.23%
GL B -0.23%
JWN C -0.23%
THR B -0.23%
BMI B -0.23%
COST B -0.23%
KNSL B -0.23%
SBR B -0.23%
SYK C -0.23%
CWCO C -0.22%
HESM B -0.22%
TPH D -0.22%
WES C -0.22%
SHOO D -0.22%
CNA B -0.22%
IMMR C -0.22%
UFPT B -0.22%
MSA D -0.22%
NEU C -0.22%
JKHY D -0.22%
BLDR D -0.22%
SO D -0.22%
RNR C -0.22%
BURL A -0.22%
KOS F -0.22%
ROL B -0.22%
YETI C -0.22%
WFRD D -0.21%
MBIN D -0.21%
SKX D -0.21%
VITL D -0.21%
WSM B -0.21%
VAL D -0.21%
JNJ D -0.21%
PHM D -0.21%
HRB D -0.21%
IBP D -0.21%
TH C -0.21%
APA D -0.21%
EGY D -0.21%
FC F -0.21%
ROST C -0.21%
COKE C -0.21%
MHO D -0.21%
AMPH D -0.21%
DVA B -0.21%
MEDP D -0.21%
NSSC D -0.21%
VLTO D -0.21%
IPG D -0.21%
DKS C -0.21%
LEN D -0.21%
MOH F -0.2%
HALO F -0.2%
HOG D -0.2%
IQV D -0.2%
FCN D -0.2%
YOU D -0.2%
BOOT D -0.2%
GRBK D -0.2%
ONTO D -0.2%
FMC D -0.2%
DFIN D -0.2%
WMS D -0.2%
HY D -0.2%
PTGX C -0.2%
AOS F -0.2%
WING D -0.19%
COLL F -0.19%
DFH D -0.19%
FSLR F -0.19%
LLY F -0.19%
DHI D -0.19%
UHS D -0.19%
INSW F -0.19%
LNW D -0.19%
HRMY D -0.19%
HRTG C -0.18%
SIGA F -0.18%
CRUS D -0.18%
CROX D -0.17%
LNTH D -0.17%
BLBD D -0.17%
TDW F -0.16%
ASC F -0.15%
REGN F -0.15%
Compare ETFs