IQSU vs. ESG ETF Comparison

Comparison of IQ Candriam ESG US Equity ETF (IQSU) to FlexShares STOXX US ESG Impact Index Fund (ESG)
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

$47.42

Average Daily Volume

10,687

Number of Holdings *

291

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

FlexShares STOXX US ESG Impact Index Fund

ESG Description The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX US ESG Impact Index.

Grade (RS Rating)

Last Trade

$135.32

Average Daily Volume

4,549

Number of Holdings *

258

* may have additional holdings in another (foreign) market
Performance
Period IQSU ESG
30 Days 2.17% 2.94%
60 Days 3.29% 3.88%
90 Days 5.20% 5.56%
12 Months 25.21% 26.08%
171 Overlapping Holdings
Symbol Grade Weight in IQSU Weight in ESG Overlap
AAPL C 9.58% 4.93% 4.93%
ACN C 0.69% 1.15% 0.69%
ADBE F 0.76% 0.79% 0.76%
ADP B 0.38% 0.47% 0.38%
ADSK C 0.19% 0.28% 0.19%
AFL C 0.22% 0.24% 0.22%
AIG D 0.19% 0.12% 0.12%
AJG D 0.24% 0.16% 0.16%
AKAM D 0.05% 0.04% 0.04%
ALL B 0.19% 0.09% 0.09%
AMAT D 0.61% 0.52% 0.52%
AMD D 0.78% 0.81% 0.78%
AMT C 0.43% 0.45% 0.43%
APO C 0.18% 0.24% 0.18%
APTV D 0.07% 0.04% 0.04%
ARE C 0.07% 0.08% 0.07%
AVTR B 0.07% 0.03% 0.03%
AWK B 0.11% 0.12% 0.11%
AZO D 0.21% 0.09% 0.09%
BAC D 1.06% 0.86% 0.86%
BALL C 0.08% 0.11% 0.08%
BBY C 0.07% 0.1% 0.07%
BK B 0.21% 0.22% 0.21%
BKR C 0.14% 0.08% 0.08%
BMY C 0.39% 0.32% 0.32%
BR D 0.08% 0.08% 0.08%
BX B 0.42% 0.18% 0.18%
C C 0.43% 0.54% 0.43%
CAG C 0.06% 0.05% 0.05%
CAH C 0.1% 0.09% 0.09%
CBRE A 0.14% 0.18% 0.14%
CCI C 0.2% 0.09% 0.09%
CHD D 0.1% 0.04% 0.04%
CI C 0.41% 0.34% 0.34%
CL D 0.34% 0.36% 0.34%
CLX C 0.08% 0.1% 0.08%
CMG C 0.31% 0.25% 0.25%
COST B 1.54% 0.99% 0.99%
CRM D 0.78% 0.4% 0.4%
CRWD D 0.19% 0.2% 0.19%
CSCO C 0.67% 0.66% 0.66%
CTAS B 0.27% 0.35% 0.27%
CTSH C 0.13% 0.16% 0.13%
DD B 0.12% 0.11% 0.11%
DFS B 0.13% 0.08% 0.08%
DG F 0.07% 0.04% 0.04%
DIS D 0.66% 0.68% 0.66%
DLTR F 0.06% 0.03% 0.03%
DOC C 0.06% 0.08% 0.06%
DOV B 0.1% 0.06% 0.06%
DOX C 0.03% 0.05% 0.03%
EBAY B 0.13% 0.11% 0.11%
ECL B 0.24% 0.17% 0.17%
EL F 0.07% 0.08% 0.07%
ELV C 0.5% 0.51% 0.5%
EMR D 0.19% 0.1% 0.1%
ESS B 0.08% 0.07% 0.07%
EW F 0.16% 0.14% 0.14%
EXPD C 0.07% 0.03% 0.03%
FCX D 0.24% 0.15% 0.15%
FDX C 0.26% 0.22% 0.22%
FIS B 0.16% 0.08% 0.08%
FITB B 0.11% 0.07% 0.07%
FTV C 0.09% 0.11% 0.09%
GILD B 0.4% 0.25% 0.25%
GIS B 0.16% 0.21% 0.16%
GOOG D 1.96% 1.46% 1.46%
GWW B 0.16% 0.15% 0.15%
HBAN B 0.08% 0.05% 0.05%
HD B 1.49% 0.93% 0.93%
HIG B 0.13% 0.14% 0.13%
HLT B 0.21% 0.22% 0.21%
HOLX B 0.07% 0.06% 0.06%
HPE D 0.08% 0.09% 0.08%
HPQ D 0.11% 0.16% 0.11%
HST C 0.05% 0.03% 0.03%
HSY C 0.11% 0.12% 0.11%
HUBS D 0.08% 0.1% 0.08%
IBM B 0.63% 0.97% 0.63%
ICE C 0.36% 0.46% 0.36%
IDXX C 0.16% 0.08% 0.08%
INTC F 0.29% 0.34% 0.29%
INTU C 0.57% 0.45% 0.45%
IRM C 0.13% 0.14% 0.13%
IT B 0.13% 0.15% 0.13%
ITW C 0.3% 0.12% 0.12%
K B 0.08% 0.11% 0.08%
KDP B 0.13% 0.09% 0.09%
KEY B 0.06% 0.03% 0.03%
KEYS C 0.08% 0.04% 0.04%
KHC C 0.11% 0.11% 0.11%
KLAC D 0.33% 0.16% 0.16%
KMB D 0.18% 0.23% 0.18%
KR C 0.15% 0.19% 0.15%
LKQ F 0.04% 0.01% 0.01%
LNG C 0.16% 0.07% 0.07%
LOW B 0.57% 0.59% 0.57%
LRCX F 0.39% 0.42% 0.39%
LULU D 0.12% 0.16% 0.12%
MA B 1.63% 0.99% 0.99%
MAR C 0.23% 0.24% 0.23%
MAS B 0.07% 0.05% 0.05%
MCO B 0.3% 0.13% 0.13%
MDLZ B 0.4% 0.42% 0.4%
MET B 0.18% 0.18% 0.18%
MKC C 0.08% 0.07% 0.07%
MMC C 0.44% 0.37% 0.37%
MRK D 1.16% 1.21% 1.16%
MS D 0.49% 0.2% 0.2%
MSCI C 0.14% 0.1% 0.1%
MSFT C 8.93% 4.63% 4.63%
MU F 0.31% 0.5% 0.31%
NDAQ A 0.1% 0.11% 0.1%
NEM B 0.24% 0.25% 0.24%
NKE D 0.38% 0.31% 0.31%
NOW B 0.59% 0.45% 0.45%
NTAP D 0.08% 0.08% 0.08%
NTRS A 0.07% 0.03% 0.03%
NUE F 0.13% 0.06% 0.06%
OKTA F 0.04% 0.03% 0.03%
OMC B 0.08% 0.1% 0.08%
OTIS C 0.15% 0.16% 0.15%
PANW D 0.35% 0.27% 0.27%
PEG B 0.16% 0.07% 0.07%
PEP C 0.94% 0.4% 0.4%
PFG B 0.08% 0.08% 0.08%
PG C 1.61% 2.01% 1.61%
PYPL B 0.3% 0.23% 0.23%
QCOM D 0.61% 0.61% 0.61%
RF B 0.08% 0.04% 0.04%
ROK D 0.12% 0.05% 0.05%
RPRX C 0.04% 0.06% 0.04%
SBUX C 0.42% 0.28% 0.28%
SHW B 0.35% 0.15% 0.15%
SJM C 0.05% 0.03% 0.03%
SLB F 0.23% 0.28% 0.23%
SNAP F 0.03% 0.03% 0.03%
SNPS D 0.25% 0.24% 0.24%
SPGI B 0.63% 0.67% 0.63%
STX C 0.06% 0.03% 0.03%
SWKS D 0.05% 0.02% 0.02%
SYY D 0.15% 0.06% 0.06%
TEL D 0.15% 0.11% 0.11%
TFC C 0.22% 0.19% 0.19%
TGT C 0.27% 0.28% 0.27%
TJX B 0.52% 0.67% 0.52%
TRV C 0.21% 0.22% 0.21%
TSCO C 0.12% 0.13% 0.12%
TSLA C 2.43% 3.14% 2.43%
TT B 0.33% 0.34% 0.33%
TXN C 0.59% 0.6% 0.59%
UNH C 2.08% 1.34% 1.34%
URI B 0.2% 0.09% 0.09%
USB B 0.26% 0.34% 0.26%
V C 1.79% 1.85% 1.79%
VLO F 0.17% 0.11% 0.11%
VRSK D 0.12% 0.13% 0.12%
VRTX D 0.48% 0.41% 0.41%
VTR C 0.1% 0.08% 0.08%
WAB B 0.12% 0.08% 0.08%
WBA F 0.02% 0.03% 0.02%
WDC D 0.07% 0.1% 0.07%
WELL C 0.29% 0.32% 0.29%
WST D 0.09% 0.04% 0.04%
WTW C 0.12% 0.14% 0.12%
WY C 0.09% 0.12% 0.09%
XYL C 0.12% 0.08% 0.08%
YUM D 0.14% 0.12% 0.12%
ZBH F 0.09% 0.03% 0.03%
ZBRA B 0.06% 0.06% 0.06%
ZTS C 0.35% 0.36% 0.35%
IQSU Overweight 120 Positions Relative to ESG
Symbol Grade Weight
NVDA D 6.06%
GOOGL D 2.36%
LIN B 0.89%
GE B 0.76%
NEE C 0.67%
CMCSA D 0.61%
AXP B 0.59%
PGR B 0.58%
PLD C 0.46%
UPS D 0.37%
ADI C 0.37%
MELI B 0.36%
KKR B 0.33%
WM D 0.32%
EQIX C 0.31%
CME C 0.3%
MMM B 0.29%
PNC B 0.28%
APD B 0.25%
PH B 0.25%
MSI B 0.24%
CARR B 0.24%
CDNS D 0.24%
MPC F 0.23%
PSA B 0.22%
SPG B 0.21%
COF B 0.21%
OKE B 0.21%
WMB B 0.21%
MRVL C 0.2%
ABNB D 0.2%
SRE C 0.2%
DLR B 0.19%
ROP C 0.19%
JCI B 0.19%
AMP A 0.18%
WDAY D 0.17%
PRU C 0.17%
FAST C 0.16%
PCG C 0.16%
KVUE C 0.16%
ACGL C 0.16%
KMI B 0.16%
HUM F 0.15%
IR C 0.15%
FICO B 0.15%
FTNT C 0.15%
PWR B 0.15%
DASH C 0.15%
EXC C 0.15%
ED C 0.14%
EFX B 0.14%
RMD C 0.14%
PAYX C 0.14%
RCL B 0.14%
EXR B 0.14%
EA D 0.13%
VMC D 0.13%
CHTR D 0.13%
MLM D 0.13%
AVB B 0.13%
ALNY C 0.13%
PPG D 0.12%
NVR B 0.12%
BIIB F 0.11%
MTB B 0.11%
GPN D 0.11%
MTD D 0.11%
DELL D 0.11%
SNOW F 0.11%
CDW D 0.1%
ON D 0.1%
SBAC C 0.1%
HAL F 0.1%
EQR B 0.1%
VEEV C 0.1%
IFF B 0.1%
DXCM F 0.1%
CBOE C 0.09%
RJF C 0.09%
ANSS D 0.09%
ES C 0.09%
STE C 0.09%
LYB D 0.09%
ULTA D 0.08%
SYF C 0.08%
TEAM D 0.08%
INVH C 0.08%
CINF B 0.08%
CPAY B 0.08%
TTWO C 0.08%
DGX B 0.07%
CFG C 0.07%
WBD D 0.07%
PKG B 0.07%
MAA B 0.07%
TRU B 0.07%
WAT C 0.07%
PINS F 0.06%
TER D 0.06%
MDB D 0.06%
TRMB C 0.05%
INCY C 0.05%
KMX D 0.05%
ZS F 0.05%
EG C 0.05%
BMRN F 0.05%
ENPH D 0.05%
YUMC D 0.05%
VRSN D 0.05%
JBHT D 0.05%
SSNC B 0.05%
VTRS D 0.05%
HRL C 0.04%
EPAM F 0.04%
CPB C 0.04%
AOS D 0.04%
ALB D 0.04%
BEN F 0.02%
AGR B 0.01%
IQSU Underweight 87 Positions Relative to ESG
Symbol Grade Weight
META B -4.93%
AMZN C -4.82%
BRK.A C -2.88%
JPM D -2.88%
LLY C -2.56%
XOM C -2.45%
JNJ C -1.95%
AVGO C -1.92%
WMT C -1.74%
KO C -1.38%
CVX D -1.19%
GS C -0.76%
ABT C -0.66%
ORCL C -0.64%
UNP C -0.62%
BLK B -0.61%
SYK C -0.55%
UBER C -0.49%
VZ B -0.46%
DE B -0.45%
BKNG C -0.44%
CAT B -0.42%
PFE C -0.4%
MDT C -0.39%
CB B -0.37%
MCD B -0.35%
CVS D -0.29%
GM C -0.26%
AON B -0.25%
NXPI F -0.24%
MCK F -0.22%
BSX B -0.21%
ROST C -0.21%
COP D -0.2%
VICI C -0.18%
GEHC C -0.18%
IQV C -0.18%
CMI C -0.17%
DOW D -0.12%
BDX D -0.11%
SMCI F -0.11%
CSX D -0.11%
CTVA B -0.1%
WSM D -0.09%
LII B -0.09%
AEP C -0.09%
SW B -0.08%
STZ D -0.08%
CCEP B -0.08%
NU B -0.08%
DECK C -0.08%
A C -0.07%
FDS C -0.07%
STT A -0.07%
F F -0.07%
GLW C -0.06%
PNR B -0.06%
SUI B -0.06%
IPG C -0.06%
MRNA F -0.06%
NDSN C -0.05%
SWK B -0.05%
XPO D -0.05%
ILMN C -0.05%
FANG D -0.05%
MRO C -0.05%
BURL B -0.05%
NVT D -0.05%
EXPE C -0.05%
IEX D -0.04%
DPZ F -0.04%
BAX C -0.04%
JBL D -0.04%
PSTG F -0.03%
LNT B -0.03%
CCL C -0.03%
LECO F -0.03%
MGM F -0.03%
AES C -0.03%
OC D -0.03%
LVS D -0.03%
ACM B -0.02%
FLEX C -0.02%
CPT B -0.02%
DKS D -0.02%
RNR C -0.02%
BG D -0.02%
Compare ETFs