IQSU vs. ESGU ETF Comparison
Comparison of IQ Candriam ESG US Equity ETF (IQSU) to iShares MSCI USA ESG Optimized ETF (ESGU)
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
ESGU
iShares MSCI USA ESG Optimized ETF
ESGU Description
The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.Grade (RS Rating)
Last Trade
$125.72
Average Daily Volume
586,579
Number of Holdings
*
284
* may have additional holdings in another (foreign) market
Performance
| Period | IQSU | ESGU |
|---|---|---|
| 30 Days | 2.17% | 2.53% |
| 60 Days | 3.29% | 4.44% |
| 90 Days | 5.20% | 5.36% |
| 12 Months | 25.21% | 31.69% |
177 Overlapping Holdings
| Symbol | Grade | Weight in IQSU | Weight in ESGU | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 9.94% | 6.42% | 6.42% | |
| ACGL | C | 0.16% | 0.14% | 0.14% | |
| ACN | C | 0.73% | 0.45% | 0.45% | |
| ADBE | F | 0.87% | 0.62% | 0.62% | |
| ADI | C | 0.37% | 0.14% | 0.14% | |
| ADP | B | 0.38% | 0.67% | 0.38% | |
| ADSK | C | 0.18% | 0.34% | 0.18% | |
| AFL | C | 0.22% | 0.12% | 0.12% | |
| AJG | D | 0.25% | 0.12% | 0.12% | |
| AKAM | D | 0.05% | 0.1% | 0.05% | |
| ALNY | C | 0.13% | 0.09% | 0.09% | |
| AMAT | D | 0.59% | 0.53% | 0.53% | |
| AMD | D | 0.76% | 0.51% | 0.51% | |
| AMT | C | 0.45% | 0.4% | 0.4% | |
| ANSS | D | 0.09% | 0.21% | 0.09% | |
| AVTR | B | 0.07% | 0.1% | 0.07% | |
| AXP | B | 0.56% | 0.41% | 0.41% | |
| BAC | D | 1.08% | 0.56% | 0.56% | |
| BALL | C | 0.08% | 0.1% | 0.08% | |
| BBY | C | 0.07% | 0.17% | 0.07% | |
| BIIB | F | 0.11% | 0.09% | 0.09% | |
| BK | B | 0.2% | 0.38% | 0.2% | |
| BKR | C | 0.13% | 0.12% | 0.12% | |
| BMY | C | 0.4% | 0.16% | 0.16% | |
| BR | D | 0.08% | 0.44% | 0.08% | |
| C | C | 0.43% | 0.3% | 0.3% | |
| CAH | C | 0.11% | 0.15% | 0.11% | |
| CARR | B | 0.23% | 0.19% | 0.19% | |
| CBRE | A | 0.14% | 0.17% | 0.14% | |
| CCI | C | 0.2% | 0.37% | 0.2% | |
| CDNS | D | 0.23% | 0.21% | 0.21% | |
| CHD | D | 0.1% | 0.21% | 0.1% | |
| CI | C | 0.42% | 0.33% | 0.33% | |
| CL | D | 0.35% | 0.1% | 0.1% | |
| CLX | C | 0.08% | 0.26% | 0.08% | |
| CMCSA | D | 0.62% | 0.19% | 0.19% | |
| CMG | C | 0.29% | 0.13% | 0.13% | |
| COF | B | 0.21% | 0.1% | 0.1% | |
| COST | B | 1.57% | 0.83% | 0.83% | |
| CPB | C | 0.04% | 0.1% | 0.04% | |
| CRM | D | 0.77% | 0.59% | 0.59% | |
| CSCO | C | 0.66% | 0.43% | 0.43% | |
| DELL | D | 0.11% | 0.1% | 0.1% | |
| DFS | B | 0.13% | 0.19% | 0.13% | |
| DGX | B | 0.07% | 0.14% | 0.07% | |
| DIS | D | 0.64% | 0.39% | 0.39% | |
| DLR | B | 0.19% | 0.22% | 0.19% | |
| DLTR | F | 0.05% | 0.07% | 0.05% | |
| DXCM | F | 0.1% | 0.09% | 0.09% | |
| EA | D | 0.13% | 0.16% | 0.13% | |
| ECL | B | 0.25% | 0.42% | 0.25% | |
| ED | C | 0.14% | 0.1% | 0.1% | |
| ELV | C | 0.51% | 0.49% | 0.49% | |
| EQIX | C | 0.32% | 0.33% | 0.32% | |
| ES | C | 0.09% | 0.11% | 0.09% | |
| EW | F | 0.16% | 0.26% | 0.16% | |
| EXC | C | 0.15% | 0.18% | 0.15% | |
| EXPD | C | 0.07% | 0.27% | 0.07% | |
| FDX | C | 0.25% | 0.11% | 0.11% | |
| FICO | B | 0.15% | 0.11% | 0.11% | |
| FIS | B | 0.16% | 0.13% | 0.13% | |
| FTV | C | 0.08% | 0.14% | 0.08% | |
| GE | B | 0.72% | 0.47% | 0.47% | |
| GILD | B | 0.4% | 0.47% | 0.4% | |
| GIS | B | 0.17% | 0.43% | 0.17% | |
| GOOG | D | 1.88% | 2.23% | 1.88% | |
| GOOGL | D | 2.26% | 1.14% | 1.14% | |
| GWW | B | 0.15% | 0.33% | 0.15% | |
| HBAN | B | 0.08% | 0.14% | 0.08% | |
| HD | B | 1.48% | 0.99% | 0.99% | |
| HIG | B | 0.14% | 0.26% | 0.14% | |
| HLT | B | 0.21% | 0.1% | 0.1% | |
| HOLX | B | 0.07% | 0.1% | 0.07% | |
| HPE | D | 0.07% | 0.14% | 0.07% | |
| HPQ | D | 0.11% | 0.1% | 0.1% | |
| HRL | C | 0.04% | 0.1% | 0.04% | |
| HUBS | D | 0.08% | 0.1% | 0.08% | |
| IBM | B | 0.62% | 0.57% | 0.57% | |
| IDXX | C | 0.16% | 0.28% | 0.16% | |
| IFF | B | 0.1% | 0.1% | 0.1% | |
| INTC | F | 0.26% | 0.25% | 0.25% | |
| INTU | C | 0.57% | 0.61% | 0.57% | |
| IR | C | 0.14% | 0.1% | 0.1% | |
| IRM | C | 0.13% | 0.16% | 0.13% | |
| IT | B | 0.13% | 0.17% | 0.13% | |
| JBHT | D | 0.05% | 0.1% | 0.05% | |
| JCI | B | 0.19% | 0.16% | 0.16% | |
| K | B | 0.08% | 0.51% | 0.08% | |
| KDP | B | 0.13% | 0.11% | 0.11% | |
| KEYS | C | 0.09% | 0.21% | 0.09% | |
| KHC | C | 0.11% | 0.2% | 0.11% | |
| KKR | B | 0.31% | 0.11% | 0.11% | |
| KMB | D | 0.19% | 0.17% | 0.17% | |
| KMI | B | 0.16% | 0.26% | 0.16% | |
| KR | C | 0.15% | 0.23% | 0.15% | |
| LIN | B | 0.9% | 0.38% | 0.38% | |
| LKQ | F | 0.04% | 0.26% | 0.04% | |
| LNG | C | 0.16% | 0.17% | 0.16% | |
| LOW | B | 0.56% | 0.38% | 0.38% | |
| LRCX | F | 0.38% | 0.33% | 0.33% | |
| LULU | D | 0.11% | 0.1% | 0.1% | |
| MA | B | 1.62% | 0.93% | 0.93% | |
| MCO | B | 0.3% | 0.31% | 0.3% | |
| MDB | D | 0.07% | 0.11% | 0.07% | |
| MELI | B | 0.36% | 0.2% | 0.2% | |
| MET | B | 0.18% | 0.3% | 0.18% | |
| MKC | C | 0.08% | 0.11% | 0.08% | |
| MMC | C | 0.45% | 0.19% | 0.19% | |
| MMM | B | 0.28% | 0.34% | 0.28% | |
| MRK | D | 1.16% | 0.59% | 0.59% | |
| MRVL | C | 0.2% | 0.14% | 0.14% | |
| MS | D | 0.49% | 0.41% | 0.41% | |
| MSFT | C | 8.69% | 6.25% | 6.25% | |
| MTD | D | 0.12% | 0.1% | 0.1% | |
| MU | F | 0.31% | 0.18% | 0.18% | |
| NDAQ | A | 0.1% | 0.2% | 0.1% | |
| NEE | C | 0.66% | 0.48% | 0.48% | |
| NEM | B | 0.23% | 0.2% | 0.2% | |
| NOW | B | 0.58% | 0.6% | 0.58% | |
| NTAP | D | 0.08% | 0.09% | 0.08% | |
| NTRS | A | 0.07% | 0.1% | 0.07% | |
| NUE | F | 0.13% | 0.12% | 0.12% | |
| NVDA | D | 5.8% | 6.05% | 5.8% | |
| OKE | B | 0.21% | 0.34% | 0.21% | |
| PANW | D | 0.37% | 0.25% | 0.25% | |
| PAYX | C | 0.14% | 0.11% | 0.11% | |
| PEG | B | 0.16% | 0.47% | 0.16% | |
| PEP | C | 0.97% | 0.44% | 0.44% | |
| PFG | B | 0.07% | 0.1% | 0.07% | |
| PG | C | 1.66% | 0.74% | 0.74% | |
| PGR | B | 0.58% | 0.44% | 0.44% | |
| PLD | C | 0.48% | 0.16% | 0.16% | |
| PNC | B | 0.28% | 0.32% | 0.28% | |
| PPG | D | 0.12% | 0.23% | 0.12% | |
| PRU | C | 0.17% | 0.52% | 0.17% | |
| PWR | B | 0.14% | 0.1% | 0.1% | |
| PYPL | B | 0.3% | 0.12% | 0.12% | |
| QCOM | D | 0.6% | 0.3% | 0.3% | |
| RCL | B | 0.14% | 0.1% | 0.1% | |
| SBAC | C | 0.1% | 0.15% | 0.1% | |
| SBUX | C | 0.42% | 0.25% | 0.25% | |
| SLB | F | 0.22% | 0.1% | 0.1% | |
| SNOW | F | 0.12% | 0.09% | 0.09% | |
| SNPS | D | 0.23% | 0.21% | 0.21% | |
| SPGI | B | 0.65% | 0.51% | 0.51% | |
| STE | C | 0.1% | 0.17% | 0.1% | |
| STX | C | 0.07% | 0.1% | 0.07% | |
| SYF | C | 0.07% | 0.17% | 0.07% | |
| SYY | D | 0.16% | 0.1% | 0.1% | |
| TEAM | D | 0.08% | 0.1% | 0.08% | |
| TFC | C | 0.22% | 0.12% | 0.12% | |
| TGT | C | 0.27% | 0.24% | 0.24% | |
| TRMB | C | 0.04% | 0.1% | 0.04% | |
| TRV | C | 0.22% | 0.2% | 0.2% | |
| TSCO | C | 0.12% | 0.15% | 0.12% | |
| TSLA | C | 2.47% | 1.34% | 1.34% | |
| TT | B | 0.31% | 0.44% | 0.31% | |
| TXN | C | 0.6% | 0.72% | 0.6% | |
| ULTA | D | 0.07% | 0.1% | 0.07% | |
| UNH | C | 2.21% | 0.99% | 0.99% | |
| UPS | D | 0.37% | 0.16% | 0.16% | |
| URI | B | 0.19% | 0.12% | 0.12% | |
| USB | B | 0.26% | 0.16% | 0.16% | |
| V | C | 1.79% | 1.02% | 1.02% | |
| VEEV | C | 0.11% | 0.12% | 0.11% | |
| VLO | F | 0.18% | 0.09% | 0.09% | |
| VRTX | D | 0.48% | 0.35% | 0.35% | |
| WAT | C | 0.08% | 0.16% | 0.08% | |
| WDAY | D | 0.18% | 0.17% | 0.17% | |
| WDC | D | 0.07% | 0.1% | 0.07% | |
| WELL | C | 0.3% | 0.24% | 0.24% | |
| WST | D | 0.09% | 0.1% | 0.09% | |
| WTW | C | 0.12% | 0.1% | 0.1% | |
| WY | C | 0.09% | 0.11% | 0.09% | |
| XYL | C | 0.12% | 0.25% | 0.12% | |
| ZBH | F | 0.09% | 0.09% | 0.09% | |
| ZTS | C | 0.35% | 0.38% | 0.35% |
IQSU Overweight 114 Positions Relative to ESGU
| Symbol | Grade | Weight | |
|---|---|---|---|
| TJX | B | 0.54% | |
| BX | B | 0.4% | |
| MDLZ | B | 0.4% | |
| NKE | D | 0.38% | |
| ICE | C | 0.36% | |
| SHW | B | 0.35% | |
| KLAC | D | 0.33% | |
| WM | D | 0.33% | |
| CME | C | 0.31% | |
| ITW | C | 0.3% | |
| CTAS | B | 0.28% | |
| PH | B | 0.25% | |
| APD | B | 0.24% | |
| MSI | B | 0.24% | |
| MAR | C | 0.23% | |
| FCX | D | 0.23% | |
| MPC | F | 0.23% | |
| WMB | B | 0.22% | |
| PSA | B | 0.22% | |
| SPG | B | 0.21% | |
| AZO | D | 0.21% | |
| ROP | C | 0.2% | |
| ABNB | D | 0.2% | |
| SRE | C | 0.2% | |
| EMR | D | 0.19% | |
| ALL | B | 0.19% | |
| AIG | D | 0.19% | |
| CRWD | D | 0.18% | |
| APO | C | 0.17% | |
| AMP | A | 0.17% | |
| FAST | C | 0.16% | |
| KVUE | C | 0.16% | |
| PCG | C | 0.16% | |
| HUM | F | 0.16% | |
| EXR | B | 0.15% | |
| YUM | D | 0.15% | |
| TEL | D | 0.15% | |
| OTIS | C | 0.15% | |
| DASH | C | 0.15% | |
| FTNT | C | 0.15% | |
| EFX | B | 0.14% | |
| MSCI | C | 0.14% | |
| RMD | C | 0.14% | |
| AVB | B | 0.13% | |
| CTSH | C | 0.13% | |
| VRSK | D | 0.13% | |
| WAB | B | 0.12% | |
| HSY | C | 0.12% | |
| DD | B | 0.12% | |
| ROK | D | 0.12% | |
| VMC | D | 0.12% | |
| EBAY | B | 0.12% | |
| CHTR | D | 0.12% | |
| MLM | D | 0.12% | |
| MTB | B | 0.11% | |
| FITB | B | 0.11% | |
| GPN | D | 0.11% | |
| NVR | B | 0.11% | |
| AWK | B | 0.11% | |
| CDW | D | 0.1% | |
| ON | D | 0.1% | |
| DOV | B | 0.1% | |
| HAL | F | 0.1% | |
| VTR | C | 0.1% | |
| EQR | B | 0.1% | |
| TTWO | C | 0.09% | |
| RJF | C | 0.09% | |
| CBOE | C | 0.09% | |
| LYB | D | 0.09% | |
| OMC | B | 0.08% | |
| ESS | B | 0.08% | |
| RF | B | 0.08% | |
| INVH | C | 0.08% | |
| CINF | B | 0.08% | |
| CPAY | B | 0.08% | |
| MAS | B | 0.07% | |
| DG | F | 0.07% | |
| APTV | D | 0.07% | |
| PKG | B | 0.07% | |
| EL | F | 0.07% | |
| TRU | B | 0.07% | |
| CFG | C | 0.07% | |
| ARE | C | 0.07% | |
| MAA | B | 0.07% | |
| ZBRA | B | 0.06% | |
| PINS | F | 0.06% | |
| KEY | B | 0.06% | |
| CAG | C | 0.06% | |
| DOC | C | 0.06% | |
| WBD | D | 0.06% | |
| BMRN | F | 0.06% | |
| TER | D | 0.06% | |
| ZS | F | 0.05% | |
| ENPH | D | 0.05% | |
| INCY | C | 0.05% | |
| HST | C | 0.05% | |
| SJM | C | 0.05% | |
| KMX | D | 0.05% | |
| EG | C | 0.05% | |
| YUMC | D | 0.05% | |
| SWKS | D | 0.05% | |
| VRSN | D | 0.05% | |
| VTRS | D | 0.05% | |
| SSNC | B | 0.05% | |
| ALB | D | 0.04% | |
| OKTA | F | 0.04% | |
| AOS | D | 0.04% | |
| EPAM | F | 0.04% | |
| RPRX | C | 0.04% | |
| SNAP | F | 0.03% | |
| DOX | C | 0.03% | |
| BEN | F | 0.02% | |
| WBA | F | 0.02% | |
| AGR | B | 0.01% |
IQSU Underweight 107 Positions Relative to ESGU
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -3.47% | |
| META | B | -2.16% | |
| LLY | C | -1.56% | |
| AVGO | C | -1.45% | |
| JPM | D | -1.17% | |
| KO | C | -1.03% | |
| JNJ | C | -0.7% | |
| CVX | D | -0.56% | |
| XOM | C | -0.56% | |
| ORCL | C | -0.54% | |
| NFLX | B | -0.53% | |
| ABBV | C | -0.5% | |
| AMGN | B | -0.45% | |
| RTX | C | -0.44% | |
| CMI | C | -0.41% | |
| BRK.A | C | -0.41% | |
| VZ | B | -0.41% | |
| DHR | B | -0.39% | |
| HON | D | -0.37% | |
| CRH | B | -0.36% | |
| NI | B | -0.36% | |
| COP | D | -0.35% | |
| GS | C | -0.34% | |
| ISRG | B | -0.32% | |
| MCD | B | -0.32% | |
| UNP | C | -0.32% | |
| CAT | B | -0.3% | |
| PFE | C | -0.3% | |
| PNR | B | -0.29% | |
| NXPI | F | -0.29% | |
| HES | F | -0.29% | |
| BKNG | C | -0.28% | |
| MCK | F | -0.28% | |
| TMO | B | -0.25% | |
| UBER | C | -0.24% | |
| REGN | C | -0.24% | |
| COR | D | -0.23% | |
| FLUT | B | -0.22% | |
| TRGP | B | -0.22% | |
| DE | B | -0.22% | |
| VLTO | C | -0.21% | |
| NOC | B | -0.21% | |
| CMS | C | -0.2% | |
| COO | B | -0.2% | |
| FERG | D | -0.2% | |
| BG | D | -0.2% | |
| ANET | B | -0.2% | |
| CHRW | B | -0.19% | |
| DECK | C | -0.18% | |
| DAL | C | -0.17% | |
| ETN | C | -0.17% | |
| TAP | D | -0.17% | |
| IQV | C | -0.16% | |
| SCHW | D | -0.16% | |
| HCA | B | -0.16% | |
| D | C | -0.16% | |
| T | C | -0.16% | |
| WSM | D | -0.15% | |
| FDS | C | -0.15% | |
| PSX | F | -0.14% | |
| J | C | -0.14% | |
| AXON | B | -0.14% | |
| PTC | D | -0.14% | |
| OVV | F | -0.13% | |
| A | C | -0.13% | |
| LII | B | -0.13% | |
| EIX | C | -0.12% | |
| FBIN | B | -0.12% | |
| CNH | D | -0.12% | |
| GEV | B | -0.12% | |
| JNPR | B | -0.11% | |
| SYK | C | -0.11% | |
| EME | B | -0.11% | |
| FI | A | -0.11% | |
| DHI | B | -0.11% | |
| HUBB | B | -0.11% | |
| AIZ | B | -0.11% | |
| PHM | B | -0.11% | |
| DVA | B | -0.11% | |
| PARA | F | -0.1% | |
| ODFL | D | -0.1% | |
| STLD | F | -0.1% | |
| LH | C | -0.1% | |
| TWLO | D | -0.1% | |
| IPG | C | -0.1% | |
| CNC | D | -0.1% | |
| WTRG | D | -0.1% | |
| HWM | B | -0.1% | |
| EQT | D | -0.1% | |
| IEX | D | -0.1% | |
| ADM | D | -0.1% | |
| IP | B | -0.1% | |
| CEG | C | -0.1% | |
| MOH | D | -0.1% | |
| FSLR | C | -0.1% | |
| POOL | C | -0.1% | |
| OC | D | -0.1% | |
| LDOS | B | -0.1% | |
| TFX | C | -0.1% | |
| FOX | B | -0.1% | |
| BLK | B | -0.1% | |
| FANG | D | -0.09% | |
| GDDY | C | -0.09% | |
| WFC | D | -0.09% | |
| MRO | C | -0.09% | |
| HII | D | -0.09% | |
| MRNA | F | -0.08% |
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
ESGU: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Drug Manufacturers - Major
Semiconductors
Diversified Industrials
Credit Services
Business Services
Capital Markets
Medical Instruments & Supplies
Oil & Gas E&P
Packaged Foods
Specialty Retail
Health Care Plans
Household & Personal Products
Integrated Shipping & Logistics
Specialty Chemicals
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Banks - Global
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