IQSU vs. CSM ETF Comparison
Comparison of IQ Candriam ESG US Equity ETF (IQSU) to ProShares Large Cap Core Plus (CSM)
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
$47.66
Average Daily Volume
10,687
Number of Holdings
*
291
* may have additional holdings in another (foreign) market
CSM
ProShares Large Cap Core Plus
CSM Description
The investment seeks investment results before fees and expenses that track the performance of the Credit Suisse 130/30 Large Cap Index (the "index"). The fund invests in securities and derivatives that ProShare Advisors believes, in combination, should track the performance of the index. The index is designed to replicate an investment strategy that establishes either long or short positions in the stocks of 500 leading large-cap U.S. companies (the "Universe") by applying a rules-based ranking and weighting methodology. The fund is non-diversified.Grade (RS Rating)
Last Trade
$65.10
Average Daily Volume
9,950
Number of Holdings
*
305
* may have additional holdings in another (foreign) market
Performance
| Period | IQSU | CSM |
|---|---|---|
| 30 Days | 2.17% | 3.03% |
| 60 Days | 3.29% | 4.09% |
| 90 Days | 5.20% | 5.04% |
| 12 Months | 25.21% | 31.14% |
169 Overlapping Holdings
| Symbol | Grade | Weight in IQSU | Weight in CSM | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 9.58% | 4.76% | 4.76% | |
| ABNB | D | 0.2% | 0.19% | 0.19% | |
| ACGL | C | 0.16% | 0.38% | 0.16% | |
| ACN | C | 0.69% | 0.2% | 0.2% | |
| ADBE | F | 0.76% | 0.28% | 0.28% | |
| ADSK | C | 0.19% | 0.15% | 0.15% | |
| AKAM | D | 0.05% | 0.12% | 0.05% | |
| ALL | B | 0.19% | 0.38% | 0.19% | |
| AMAT | D | 0.61% | 0.24% | 0.24% | |
| AMD | D | 0.78% | 0.19% | 0.19% | |
| AOS | D | 0.04% | 0.07% | 0.04% | |
| APD | B | 0.25% | 0.14% | 0.14% | |
| APTV | D | 0.07% | 0.26% | 0.07% | |
| ARE | C | 0.07% | 0.04% | 0.04% | |
| AVB | B | 0.13% | 0.36% | 0.13% | |
| BAC | D | 1.06% | 0.27% | 0.27% | |
| BBY | C | 0.07% | 0.3% | 0.07% | |
| BEN | F | 0.02% | 0.24% | 0.02% | |
| BIIB | F | 0.11% | 0.18% | 0.11% | |
| BK | B | 0.21% | 0.35% | 0.21% | |
| BKR | C | 0.14% | 0.33% | 0.14% | |
| BMY | C | 0.39% | 0.45% | 0.39% | |
| BR | D | 0.08% | 0.13% | 0.08% | |
| BX | B | 0.42% | 0.38% | 0.38% | |
| CAG | C | 0.06% | 0.12% | 0.06% | |
| CAH | C | 0.1% | 0.36% | 0.1% | |
| CBOE | C | 0.09% | 0.33% | 0.09% | |
| CBRE | A | 0.14% | 0.33% | 0.14% | |
| CDNS | D | 0.24% | 0.36% | 0.24% | |
| CFG | C | 0.07% | 0.17% | 0.07% | |
| CHD | D | 0.1% | 0.06% | 0.06% | |
| CI | C | 0.41% | 0.46% | 0.41% | |
| CLX | C | 0.08% | 0.31% | 0.08% | |
| CMCSA | D | 0.61% | 0.22% | 0.22% | |
| CME | C | 0.3% | 0.41% | 0.3% | |
| CMG | C | 0.31% | 0.05% | 0.05% | |
| COF | B | 0.21% | 0.22% | 0.21% | |
| COST | B | 1.54% | 0.34% | 0.34% | |
| CPB | C | 0.04% | 0.11% | 0.04% | |
| CRM | D | 0.78% | 0.6% | 0.6% | |
| CRWD | D | 0.19% | 0.16% | 0.16% | |
| CSCO | C | 0.67% | 0.23% | 0.23% | |
| CTSH | C | 0.13% | 0.35% | 0.13% | |
| DFS | B | 0.13% | 0.15% | 0.13% | |
| DIS | D | 0.66% | 0.1% | 0.1% | |
| DLR | B | 0.19% | 0.07% | 0.07% | |
| DXCM | F | 0.1% | 0.06% | 0.06% | |
| EA | D | 0.13% | 0.19% | 0.13% | |
| EBAY | B | 0.13% | 0.19% | 0.13% | |
| EG | C | 0.05% | 0.29% | 0.05% | |
| EL | F | 0.07% | 0.29% | 0.07% | |
| EMR | D | 0.19% | 0.36% | 0.19% | |
| EPAM | F | 0.04% | 0.04% | 0.04% | |
| EQIX | C | 0.31% | 0.27% | 0.27% | |
| EQR | B | 0.1% | 0.35% | 0.1% | |
| EXC | C | 0.15% | 0.18% | 0.15% | |
| FAST | C | 0.16% | 0.04% | 0.04% | |
| FCX | D | 0.24% | 0.12% | 0.12% | |
| FDX | C | 0.26% | 0.31% | 0.26% | |
| FIS | B | 0.16% | 0.07% | 0.07% | |
| FITB | B | 0.11% | 0.14% | 0.11% | |
| FTNT | C | 0.15% | 0.28% | 0.15% | |
| FTV | C | 0.09% | 0.07% | 0.07% | |
| GE | B | 0.76% | 0.57% | 0.57% | |
| GILD | B | 0.4% | 0.45% | 0.4% | |
| GOOG | D | 1.96% | 0.96% | 0.96% | |
| GOOGL | D | 2.36% | 1.19% | 1.19% | |
| HAL | F | 0.1% | 0.23% | 0.1% | |
| HBAN | B | 0.08% | 0.25% | 0.08% | |
| HD | B | 1.49% | 0.3% | 0.3% | |
| HIG | B | 0.13% | 0.36% | 0.13% | |
| HOLX | B | 0.07% | 0.1% | 0.07% | |
| HPQ | D | 0.11% | 0.31% | 0.11% | |
| HRL | C | 0.04% | 0.06% | 0.04% | |
| HST | C | 0.05% | 0.32% | 0.05% | |
| IBM | B | 0.63% | 0.17% | 0.17% | |
| IDXX | C | 0.16% | 0.34% | 0.16% | |
| INCY | C | 0.05% | 0.31% | 0.05% | |
| INTC | F | 0.29% | 0.22% | 0.22% | |
| INTU | C | 0.57% | 0.59% | 0.57% | |
| INVH | C | 0.08% | 0.32% | 0.08% | |
| IR | C | 0.15% | 0.31% | 0.15% | |
| KDP | B | 0.13% | 0.14% | 0.13% | |
| KHC | C | 0.11% | 0.13% | 0.11% | |
| KMB | D | 0.18% | 0.36% | 0.18% | |
| KMI | B | 0.16% | 0.1% | 0.1% | |
| KR | C | 0.15% | 0.35% | 0.15% | |
| LIN | B | 0.89% | 0.09% | 0.09% | |
| LKQ | F | 0.04% | 0.11% | 0.04% | |
| LOW | B | 0.57% | 0.04% | 0.04% | |
| LULU | D | 0.12% | 0.27% | 0.12% | |
| LYB | D | 0.09% | 0.15% | 0.09% | |
| MA | B | 1.63% | 0.39% | 0.39% | |
| MAA | B | 0.07% | 0.31% | 0.07% | |
| MAR | C | 0.23% | 0.28% | 0.23% | |
| MAS | B | 0.07% | 0.05% | 0.05% | |
| MET | B | 0.18% | 0.24% | 0.18% | |
| MKC | C | 0.08% | 0.06% | 0.06% | |
| MMC | C | 0.44% | 0.04% | 0.04% | |
| MRK | D | 1.16% | 0.75% | 0.75% | |
| MSCI | C | 0.14% | 0.15% | 0.14% | |
| MSFT | C | 8.93% | 4.77% | 4.77% | |
| MSI | B | 0.24% | 0.22% | 0.22% | |
| MTB | B | 0.11% | 0.29% | 0.11% | |
| MTD | D | 0.11% | 0.33% | 0.11% | |
| MU | F | 0.31% | 0.44% | 0.31% | |
| NOW | B | 0.59% | 0.17% | 0.17% | |
| NTRS | A | 0.07% | 0.26% | 0.07% | |
| NUE | F | 0.13% | 0.09% | 0.09% | |
| NVDA | D | 6.06% | 4.75% | 4.75% | |
| OKE | B | 0.21% | 0.16% | 0.16% | |
| OMC | B | 0.08% | 0.24% | 0.08% | |
| ON | D | 0.1% | 0.13% | 0.1% | |
| OTIS | C | 0.15% | 0.33% | 0.15% | |
| PANW | D | 0.35% | 0.19% | 0.19% | |
| PAYX | C | 0.14% | 0.07% | 0.07% | |
| PCG | C | 0.16% | 0.29% | 0.16% | |
| PEP | C | 0.94% | 0.37% | 0.37% | |
| PFG | B | 0.08% | 0.11% | 0.08% | |
| PG | C | 1.61% | 0.45% | 0.45% | |
| PGR | B | 0.58% | 0.06% | 0.06% | |
| PH | B | 0.25% | 0.31% | 0.25% | |
| PKG | B | 0.07% | 0.04% | 0.04% | |
| PLD | C | 0.46% | 0.4% | 0.4% | |
| PPG | D | 0.12% | 0.25% | 0.12% | |
| PRU | C | 0.17% | 0.29% | 0.17% | |
| PSA | B | 0.22% | 0.42% | 0.22% | |
| PYPL | B | 0.3% | 0.22% | 0.22% | |
| QCOM | D | 0.61% | 0.15% | 0.15% | |
| RCL | B | 0.14% | 0.38% | 0.14% | |
| RF | B | 0.08% | 0.04% | 0.04% | |
| RJF | C | 0.09% | 0.32% | 0.09% | |
| RMD | C | 0.14% | 0.23% | 0.14% | |
| ROP | C | 0.19% | 0.12% | 0.12% | |
| SJM | C | 0.05% | 0.2% | 0.05% | |
| SLB | F | 0.23% | 0.31% | 0.23% | |
| SNPS | D | 0.25% | 0.35% | 0.25% | |
| SPG | B | 0.21% | 0.14% | 0.14% | |
| STE | C | 0.09% | 0.28% | 0.09% | |
| STX | C | 0.06% | 0.32% | 0.06% | |
| SWKS | D | 0.05% | 0.28% | 0.05% | |
| SYF | C | 0.08% | 0.32% | 0.08% | |
| SYY | D | 0.15% | 0.14% | 0.14% | |
| TEL | D | 0.15% | 0.34% | 0.15% | |
| TGT | C | 0.27% | 0.35% | 0.27% | |
| TJX | B | 0.52% | 0.52% | 0.52% | |
| TRMB | C | 0.05% | 0.04% | 0.04% | |
| TRV | C | 0.21% | 0.15% | 0.15% | |
| TSLA | C | 2.43% | 0.75% | 0.75% | |
| TT | B | 0.33% | 0.44% | 0.33% | |
| UNH | C | 2.08% | 0.58% | 0.58% | |
| URI | B | 0.2% | 0.12% | 0.12% | |
| V | C | 1.79% | 1.03% | 1.03% | |
| VLO | F | 0.17% | 0.08% | 0.08% | |
| VRSN | D | 0.05% | 0.27% | 0.05% | |
| VRTX | D | 0.48% | 0.05% | 0.05% | |
| VTR | C | 0.1% | 0.36% | 0.1% | |
| VTRS | D | 0.05% | 0.29% | 0.05% | |
| WAB | B | 0.12% | 0.24% | 0.12% | |
| WBA | F | 0.02% | 0.15% | 0.02% | |
| WDC | D | 0.07% | 0.27% | 0.07% | |
| WELL | C | 0.29% | 0.26% | 0.26% | |
| WM | D | 0.32% | 0.04% | 0.04% | |
| WMB | B | 0.21% | 0.16% | 0.16% | |
| WST | D | 0.09% | 0.04% | 0.04% | |
| WTW | C | 0.12% | 0.14% | 0.12% | |
| WY | C | 0.09% | 0.32% | 0.09% | |
| XYL | C | 0.12% | 0.3% | 0.12% | |
| ZTS | C | 0.35% | 0.18% | 0.18% |
IQSU Overweight 122 Positions Relative to CSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| NEE | C | 0.67% | |
| SPGI | B | 0.63% | |
| TXN | C | 0.59% | |
| AXP | B | 0.59% | |
| ELV | C | 0.5% | |
| MS | D | 0.49% | |
| AMT | C | 0.43% | |
| C | C | 0.43% | |
| SBUX | C | 0.42% | |
| MDLZ | B | 0.4% | |
| LRCX | F | 0.39% | |
| ADP | B | 0.38% | |
| NKE | D | 0.38% | |
| UPS | D | 0.37% | |
| ADI | C | 0.37% | |
| ICE | C | 0.36% | |
| MELI | B | 0.36% | |
| SHW | B | 0.35% | |
| CL | D | 0.34% | |
| KLAC | D | 0.33% | |
| KKR | B | 0.33% | |
| MCO | B | 0.3% | |
| ITW | C | 0.3% | |
| MMM | B | 0.29% | |
| PNC | B | 0.28% | |
| CTAS | B | 0.27% | |
| USB | B | 0.26% | |
| NEM | B | 0.24% | |
| CARR | B | 0.24% | |
| AJG | D | 0.24% | |
| ECL | B | 0.24% | |
| MPC | F | 0.23% | |
| TFC | C | 0.22% | |
| AFL | C | 0.22% | |
| AZO | D | 0.21% | |
| HLT | B | 0.21% | |
| CCI | C | 0.2% | |
| MRVL | C | 0.2% | |
| SRE | C | 0.2% | |
| JCI | B | 0.19% | |
| AIG | D | 0.19% | |
| AMP | A | 0.18% | |
| APO | C | 0.18% | |
| WDAY | D | 0.17% | |
| GWW | B | 0.16% | |
| EW | F | 0.16% | |
| KVUE | C | 0.16% | |
| LNG | C | 0.16% | |
| PEG | B | 0.16% | |
| GIS | B | 0.16% | |
| HUM | F | 0.15% | |
| FICO | B | 0.15% | |
| PWR | B | 0.15% | |
| DASH | C | 0.15% | |
| ED | C | 0.14% | |
| EFX | B | 0.14% | |
| YUM | D | 0.14% | |
| EXR | B | 0.14% | |
| VMC | D | 0.13% | |
| IT | B | 0.13% | |
| CHTR | D | 0.13% | |
| MLM | D | 0.13% | |
| IRM | C | 0.13% | |
| ALNY | C | 0.13% | |
| NVR | B | 0.12% | |
| TSCO | C | 0.12% | |
| ROK | D | 0.12% | |
| DD | B | 0.12% | |
| VRSK | D | 0.12% | |
| GPN | D | 0.11% | |
| AWK | B | 0.11% | |
| DELL | D | 0.11% | |
| HSY | C | 0.11% | |
| SNOW | F | 0.11% | |
| NDAQ | A | 0.1% | |
| CDW | D | 0.1% | |
| SBAC | C | 0.1% | |
| DOV | B | 0.1% | |
| VEEV | C | 0.1% | |
| IFF | B | 0.1% | |
| ZBH | F | 0.09% | |
| ANSS | D | 0.09% | |
| ES | C | 0.09% | |
| ULTA | D | 0.08% | |
| HPE | D | 0.08% | |
| ESS | B | 0.08% | |
| HUBS | D | 0.08% | |
| TEAM | D | 0.08% | |
| NTAP | D | 0.08% | |
| K | B | 0.08% | |
| BALL | C | 0.08% | |
| CINF | B | 0.08% | |
| CPAY | B | 0.08% | |
| TTWO | C | 0.08% | |
| KEYS | C | 0.08% | |
| DGX | B | 0.07% | |
| AVTR | B | 0.07% | |
| EXPD | C | 0.07% | |
| WBD | D | 0.07% | |
| DG | F | 0.07% | |
| TRU | B | 0.07% | |
| WAT | C | 0.07% | |
| PINS | F | 0.06% | |
| ZBRA | B | 0.06% | |
| DLTR | F | 0.06% | |
| KEY | B | 0.06% | |
| DOC | C | 0.06% | |
| TER | D | 0.06% | |
| MDB | D | 0.06% | |
| KMX | D | 0.05% | |
| ZS | F | 0.05% | |
| BMRN | F | 0.05% | |
| ENPH | D | 0.05% | |
| YUMC | D | 0.05% | |
| JBHT | D | 0.05% | |
| SSNC | B | 0.05% | |
| OKTA | F | 0.04% | |
| ALB | D | 0.04% | |
| RPRX | C | 0.04% | |
| SNAP | F | 0.03% | |
| DOX | C | 0.03% | |
| AGR | B | 0.01% |
IQSU Underweight 136 Positions Relative to CSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -2.52% | |
| META | B | -1.58% | |
| AVGO | C | -1.37% | |
| LLY | C | -1.16% | |
| BRK.A | C | -0.99% | |
| TMO | B | -0.68% | |
| JPM | D | -0.66% | |
| XOM | C | -0.54% | |
| BKNG | C | -0.5% | |
| LMT | C | -0.48% | |
| JNJ | C | -0.46% | |
| TMUS | C | -0.46% | |
| NFLX | B | -0.42% | |
| ABBV | C | -0.42% | |
| UBER | C | -0.42% | |
| NOC | B | -0.41% | |
| ETN | C | -0.39% | |
| BDX | D | -0.39% | |
| LEN | B | -0.38% | |
| APH | D | -0.38% | |
| CCL | C | -0.37% | |
| NCLH | C | -0.37% | |
| AME | C | -0.36% | |
| GM | C | -0.36% | |
| HWM | B | -0.36% | |
| TRGP | B | -0.36% | |
| GRMN | D | -0.36% | |
| XEL | B | -0.36% | |
| PHM | B | -0.36% | |
| RSG | D | -0.35% | |
| LDOS | B | -0.34% | |
| NRG | C | -0.34% | |
| ETR | B | -0.34% | |
| UAL | C | -0.34% | |
| CNC | D | -0.34% | |
| BRO | C | -0.33% | |
| CNP | C | -0.33% | |
| BAX | C | -0.33% | |
| AAL | D | -0.32% | |
| FFIV | B | -0.32% | |
| EMN | B | -0.32% | |
| SWK | B | -0.32% | |
| ANET | B | -0.32% | |
| TFX | C | -0.32% | |
| TDY | B | -0.32% | |
| TROW | D | -0.32% | |
| A | C | -0.32% | |
| LYV | B | -0.32% | |
| PCAR | D | -0.31% | |
| PNR | B | -0.31% | |
| TAP | D | -0.31% | |
| L | C | -0.31% | |
| TSN | C | -0.31% | |
| QRVO | F | -0.31% | |
| AIZ | B | -0.31% | |
| SNA | C | -0.31% | |
| NI | B | -0.31% | |
| CPT | B | -0.31% | |
| WYNN | D | -0.3% | |
| RL | C | -0.3% | |
| DVN | F | -0.3% | |
| CVS | D | -0.3% | |
| HII | D | -0.3% | |
| IQV | C | -0.3% | |
| CE | F | -0.29% | |
| EIX | C | -0.29% | |
| DHI | B | -0.29% | |
| BG | D | -0.28% | |
| MDT | C | -0.28% | |
| UHS | B | -0.28% | |
| FANG | D | -0.28% | |
| TXT | D | -0.28% | |
| AES | C | -0.28% | |
| PAYC | D | -0.27% | |
| ROL | C | -0.27% | |
| IEX | D | -0.27% | |
| ATO | B | -0.26% | |
| UDR | C | -0.25% | |
| CSX | D | -0.25% | |
| GEHC | C | -0.23% | |
| FOXA | B | -0.23% | |
| WMT | C | -0.22% | |
| GL | C | -0.22% | |
| T | C | -0.21% | |
| LNT | B | -0.21% | |
| MOH | D | -0.21% | |
| TPR | C | -0.19% | |
| MGM | F | -0.19% | |
| PARA | F | -0.18% | |
| HCA | B | -0.18% | |
| SYK | C | -0.18% | |
| BLDR | C | -0.17% | |
| DAY | D | -0.16% | |
| IVZ | B | -0.16% | |
| GPC | D | -0.16% | |
| KO | C | -0.15% | |
| BWA | D | -0.15% | |
| CVX | D | -0.15% | |
| F | F | -0.15% | |
| PNW | C | -0.14% | |
| PFE | C | -0.14% | |
| FSLR | C | -0.13% | |
| CRL | F | -0.13% | |
| DTE | C | -0.13% | |
| IPG | C | -0.13% | |
| JKHY | B | -0.13% | |
| PODD | B | -0.13% | |
| ALLE | B | -0.12% | |
| WFC | D | -0.12% | |
| NWSA | D | -0.12% | |
| STLD | F | -0.12% | |
| FE | C | -0.11% | |
| CTVA | B | -0.1% | |
| APA | F | -0.1% | |
| CAT | B | -0.1% | |
| MTCH | C | -0.09% | |
| WRB | C | -0.09% | |
| ISRG | B | -0.09% | |
| LVS | D | -0.09% | |
| JBL | D | -0.07% | |
| ORCL | C | -0.07% | |
| SMCI | F | -0.07% | |
| MKTX | C | -0.07% | |
| VZ | B | -0.06% | |
| ABT | C | -0.06% | |
| MNST | D | -0.06% | |
| ROST | C | -0.05% | |
| DHR | B | -0.04% | |
| PTC | D | -0.04% | |
| PM | C | -0.04% | |
| MCD | B | -0.04% | |
| LW | D | -0.04% | |
| J | C | -0.04% | |
| CSGP | D | -0.04% | |
| FDS | C | -0.04% | |
| AMGN | B | -0.04% |
IQSU: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Diversified Industrials
Banks - Regional - US
Semiconductors
Packaged Foods
Specialty Chemicals
Asset Management
Credit Services
Household & Personal Products
Software - Infrastructure
Information Technology Services
Specialty Retail
Biotechnology
Capital Markets
Diagnostics & Research
Internet Content & Information
REIT - Residential
Semiconductor Equipment & Materials
Utilities - Regulated Electric
CSM: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Drug Manufacturers - Major
Diagnostics & Research
Medical Instruments & Supplies
Semiconductors
Packaged Foods
Asset Management
Credit Services
REIT - Residential
Utilities - Regulated Electric
Banks - Regional - US
Business Services
Health Care Plans
Household & Personal Products
Information Technology Services
Insurance - Property & Casualty
Internet Content & Information
Specialty Industrial Machinery
Aerospace & Defense
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