IQSU vs. EVUS ETF Comparison
Comparison of IQ Candriam ESG US Equity ETF (IQSU) to iShares ESG Aware MSCI USA Value ETF (EVUS)
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
EVUS
iShares ESG Aware MSCI USA Value ETF
EVUS Description
EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.Grade (RS Rating)
Last Trade
$30.74
Average Daily Volume
1,444
Number of Holdings
*
234
* may have additional holdings in another (foreign) market
Performance
| Period | IQSU | EVUS |
|---|---|---|
| 30 Days | 4.52% | 2.65% |
| 60 Days | 4.59% | 3.47% |
| 90 Days | 6.02% | 6.09% |
| 12 Months | 24.96% | 29.50% |
142 Overlapping Holdings
| Symbol | Grade | Weight in IQSU | Weight in EVUS | Overlap | |
|---|---|---|---|---|---|
| ACGL | D | 0.13% | 0.16% | 0.13% | |
| ACN | C | 0.94% | 0.56% | 0.56% | |
| ADI | D | 0.42% | 0.27% | 0.27% | |
| ADM | D | 0.1% | 0.11% | 0.1% | |
| ADP | B | 0.48% | 1.24% | 0.48% | |
| AFL | B | 0.22% | 0.23% | 0.22% | |
| AKAM | D | 0.05% | 0.12% | 0.05% | |
| AMT | D | 0.37% | 0.59% | 0.37% | |
| ANSS | B | 0.12% | 0.35% | 0.12% | |
| APD | A | 0.28% | 0.11% | 0.11% | |
| AVTR | F | 0.05% | 0.09% | 0.05% | |
| AXP | A | 0.65% | 0.9% | 0.65% | |
| BAC | A | 1.23% | 1.33% | 1.23% | |
| BALL | D | 0.07% | 0.1% | 0.07% | |
| BBY | D | 0.07% | 0.28% | 0.07% | |
| BIIB | F | 0.09% | 0.1% | 0.09% | |
| BK | A | 0.23% | 0.74% | 0.23% | |
| BKR | B | 0.18% | 0.31% | 0.18% | |
| BMY | B | 0.46% | 0.42% | 0.42% | |
| BR | A | 0.1% | 0.73% | 0.1% | |
| C | A | 0.5% | 0.69% | 0.5% | |
| CAG | D | 0.05% | 0.09% | 0.05% | |
| CAH | B | 0.11% | 0.31% | 0.11% | |
| CARR | D | 0.23% | 0.4% | 0.23% | |
| CBOE | B | 0.09% | 0.11% | 0.09% | |
| CBRE | B | 0.16% | 0.35% | 0.16% | |
| CCI | D | 0.18% | 0.6% | 0.18% | |
| CHD | B | 0.11% | 0.29% | 0.11% | |
| CI | F | 0.36% | 0.58% | 0.36% | |
| CLX | B | 0.08% | 0.43% | 0.08% | |
| CMCSA | B | 0.65% | 0.4% | 0.4% | |
| COF | B | 0.27% | 0.18% | 0.18% | |
| CPB | D | 0.03% | 0.12% | 0.03% | |
| CSCO | B | 0.91% | 1.01% | 0.91% | |
| DD | D | 0.12% | 0.1% | 0.1% | |
| DFS | B | 0.17% | 0.45% | 0.17% | |
| DG | F | 0.06% | 0.06% | 0.06% | |
| DGX | A | 0.07% | 0.3% | 0.07% | |
| DIS | B | 0.82% | 0.88% | 0.82% | |
| DLR | B | 0.24% | 0.47% | 0.24% | |
| DLTR | F | 0.05% | 0.06% | 0.05% | |
| DOV | A | 0.11% | 0.1% | 0.1% | |
| EA | A | 0.16% | 0.41% | 0.16% | |
| ECL | D | 0.24% | 0.64% | 0.24% | |
| ED | D | 0.13% | 0.25% | 0.13% | |
| ELV | F | 0.37% | 0.65% | 0.37% | |
| EQIX | A | 0.34% | 0.61% | 0.34% | |
| ES | D | 0.08% | 0.23% | 0.08% | |
| EXC | C | 0.15% | 0.35% | 0.15% | |
| EXPD | D | 0.07% | 0.51% | 0.07% | |
| FDX | B | 0.26% | 0.23% | 0.23% | |
| FI | A | 0.5% | 0.38% | 0.38% | |
| FIS | C | 0.19% | 0.25% | 0.19% | |
| FTV | C | 0.1% | 0.27% | 0.1% | |
| GEN | B | 0.06% | 0.11% | 0.06% | |
| GILD | C | 0.43% | 0.96% | 0.43% | |
| GIS | D | 0.14% | 0.6% | 0.14% | |
| HBAN | A | 0.1% | 0.29% | 0.1% | |
| HD | A | 1.56% | 2.07% | 1.56% | |
| HIG | B | 0.14% | 0.47% | 0.14% | |
| HOLX | D | 0.07% | 0.14% | 0.07% | |
| HPE | B | 0.11% | 0.35% | 0.11% | |
| HPQ | B | 0.14% | 0.17% | 0.14% | |
| HRL | D | 0.03% | 0.12% | 0.03% | |
| HUM | C | 0.14% | 0.1% | 0.1% | |
| IBM | C | 0.77% | 1.17% | 0.77% | |
| ICE | C | 0.35% | 0.1% | 0.1% | |
| IFF | D | 0.09% | 0.12% | 0.09% | |
| INTC | D | 0.4% | 0.57% | 0.4% | |
| IR | B | 0.16% | 0.15% | 0.15% | |
| IRM | D | 0.13% | 0.34% | 0.13% | |
| ITW | B | 0.32% | 0.1% | 0.1% | |
| JBHT | C | 0.06% | 0.16% | 0.06% | |
| JCI | C | 0.22% | 0.38% | 0.22% | |
| K | A | 0.08% | 0.89% | 0.08% | |
| KDP | D | 0.13% | 0.21% | 0.13% | |
| KEYS | A | 0.11% | 0.35% | 0.11% | |
| KHC | F | 0.1% | 0.26% | 0.1% | |
| KMB | D | 0.18% | 0.36% | 0.18% | |
| KMI | A | 0.22% | 0.81% | 0.22% | |
| KR | B | 0.15% | 0.41% | 0.15% | |
| LH | C | 0.08% | 0.22% | 0.08% | |
| LIN | D | 0.85% | 0.49% | 0.49% | |
| LOW | D | 0.59% | 0.74% | 0.59% | |
| LYB | F | 0.08% | 0.08% | 0.08% | |
| MDLZ | F | 0.34% | 0.09% | 0.09% | |
| MET | A | 0.19% | 0.52% | 0.19% | |
| MKC | D | 0.08% | 0.14% | 0.08% | |
| MMC | B | 0.43% | 0.24% | 0.24% | |
| MMM | D | 0.28% | 0.6% | 0.28% | |
| MS | A | 0.65% | 1.07% | 0.65% | |
| MU | D | 0.43% | 0.41% | 0.41% | |
| NDAQ | A | 0.12% | 0.38% | 0.12% | |
| NEE | D | 0.61% | 0.82% | 0.61% | |
| NEM | D | 0.19% | 0.28% | 0.19% | |
| NKE | D | 0.35% | 0.08% | 0.08% | |
| NTAP | C | 0.1% | 0.1% | 0.1% | |
| NTRS | A | 0.09% | 0.16% | 0.09% | |
| NUE | C | 0.14% | 0.25% | 0.14% | |
| OKE | A | 0.26% | 0.77% | 0.26% | |
| PAYX | C | 0.18% | 0.12% | 0.12% | |
| PEG | A | 0.18% | 0.96% | 0.18% | |
| PEP | F | 0.86% | 0.84% | 0.84% | |
| PFG | D | 0.08% | 0.12% | 0.08% | |
| PG | A | 1.58% | 1.5% | 1.5% | |
| PGR | A | 0.59% | 0.39% | 0.39% | |
| PLD | D | 0.41% | 0.3% | 0.3% | |
| PNC | B | 0.32% | 0.62% | 0.32% | |
| PPG | F | 0.11% | 0.34% | 0.11% | |
| PRU | A | 0.18% | 1.02% | 0.18% | |
| PSA | D | 0.21% | 0.11% | 0.11% | |
| PYPL | B | 0.35% | 0.24% | 0.24% | |
| QCOM | F | 0.67% | 0.63% | 0.63% | |
| RMD | C | 0.14% | 0.1% | 0.1% | |
| ROK | B | 0.13% | 0.13% | 0.13% | |
| SBUX | A | 0.43% | 0.37% | 0.37% | |
| SLB | C | 0.24% | 0.28% | 0.24% | |
| SPGI | C | 0.62% | 0.65% | 0.62% | |
| STE | F | 0.08% | 0.3% | 0.08% | |
| SYF | B | 0.1% | 0.47% | 0.1% | |
| SYY | B | 0.15% | 0.09% | 0.09% | |
| TFC | A | 0.24% | 0.24% | 0.24% | |
| TGT | F | 0.22% | 0.43% | 0.22% | |
| TJX | A | 0.54% | 0.18% | 0.18% | |
| TRMB | B | 0.07% | 0.2% | 0.07% | |
| TRV | B | 0.23% | 0.46% | 0.23% | |
| TSCO | D | 0.12% | 0.23% | 0.12% | |
| TXN | C | 0.7% | 1.47% | 0.7% | |
| ULTA | F | 0.07% | 0.09% | 0.07% | |
| UNH | C | 2.17% | 2.04% | 2.04% | |
| UPS | C | 0.38% | 0.32% | 0.32% | |
| URI | B | 0.21% | 0.27% | 0.21% | |
| USB | A | 0.29% | 0.28% | 0.28% | |
| VLO | C | 0.18% | 0.23% | 0.18% | |
| WDC | D | 0.08% | 0.11% | 0.08% | |
| WELL | A | 0.32% | 0.46% | 0.32% | |
| WMB | A | 0.28% | 0.16% | 0.16% | |
| WTW | B | 0.13% | 0.14% | 0.13% | |
| WY | D | 0.09% | 0.26% | 0.09% | |
| XYL | D | 0.11% | 0.41% | 0.11% | |
| ZBH | C | 0.09% | 0.23% | 0.09% | |
| ZTS | D | 0.32% | 0.43% | 0.32% |
IQSU Overweight 139 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 9.59% | |
| MSFT | F | 9.56% | |
| TSLA | B | 3.69% | |
| GOOGL | C | 2.84% | |
| GOOG | C | 2.55% | |
| V | A | 1.91% | |
| MA | C | 1.66% | |
| CRM | B | 1.2% | |
| ADBE | C | 0.87% | |
| AMD | F | 0.86% | |
| NOW | A | 0.82% | |
| GE | D | 0.76% | |
| INTU | C | 0.7% | |
| AMAT | F | 0.55% | |
| BX | A | 0.51% | |
| PANW | C | 0.49% | |
| VRTX | F | 0.46% | |
| KKR | A | 0.4% | |
| TT | A | 0.37% | |
| MELI | D | 0.36% | |
| LRCX | F | 0.36% | |
| SHW | A | 0.35% | |
| PH | A | 0.35% | |
| WM | A | 0.35% | |
| KLAC | D | 0.33% | |
| CMG | B | 0.32% | |
| CME | A | 0.32% | |
| MSI | B | 0.32% | |
| CDNS | B | 0.32% | |
| SNPS | B | 0.32% | |
| CL | D | 0.31% | |
| CRWD | B | 0.31% | |
| MCO | B | 0.3% | |
| CTAS | B | 0.3% | |
| MRVL | B | 0.3% | |
| EMR | A | 0.29% | |
| MAR | B | 0.27% | |
| APO | B | 0.26% | |
| ADSK | A | 0.26% | |
| AJG | B | 0.25% | |
| HLT | A | 0.24% | |
| FCX | D | 0.24% | |
| ABNB | C | 0.23% | |
| ROP | B | 0.23% | |
| SRE | A | 0.23% | |
| SPG | B | 0.23% | |
| DASH | A | 0.22% | |
| AMP | A | 0.22% | |
| MPC | D | 0.22% | |
| FICO | B | 0.22% | |
| FTNT | C | 0.22% | |
| WDAY | B | 0.21% | |
| LNG | B | 0.2% | |
| ALL | A | 0.2% | |
| RCL | A | 0.2% | |
| AZO | C | 0.2% | |
| PWR | A | 0.19% | |
| AIG | B | 0.19% | |
| PCG | A | 0.18% | |
| MSCI | C | 0.18% | |
| KVUE | A | 0.18% | |
| FAST | B | 0.18% | |
| GWW | B | 0.18% | |
| SNOW | C | 0.16% | |
| OTIS | C | 0.16% | |
| VRSK | A | 0.16% | |
| EW | C | 0.16% | |
| CHTR | C | 0.15% | |
| YUM | B | 0.15% | |
| CTSH | B | 0.15% | |
| TEAM | A | 0.15% | |
| IT | C | 0.15% | |
| IDXX | F | 0.14% | |
| EXR | D | 0.14% | |
| WAB | B | 0.14% | |
| MTB | A | 0.14% | |
| MLM | B | 0.14% | |
| DELL | C | 0.14% | |
| GLW | B | 0.14% | |
| VMC | B | 0.14% | |
| AVB | B | 0.13% | |
| HUBS | A | 0.13% | |
| LULU | C | 0.13% | |
| GPN | B | 0.12% | |
| DXCM | D | 0.12% | |
| TTWO | A | 0.12% | |
| EFX | F | 0.12% | |
| RJF | A | 0.12% | |
| EBAY | D | 0.12% | |
| ALNY | D | 0.12% | |
| VEEV | C | 0.12% | |
| FITB | A | 0.12% | |
| AWK | D | 0.11% | |
| NVR | D | 0.11% | |
| HAL | C | 0.11% | |
| ON | D | 0.11% | |
| MTD | D | 0.1% | |
| CPAY | A | 0.1% | |
| EQR | B | 0.1% | |
| HSY | F | 0.1% | |
| VTR | C | 0.1% | |
| MPWR | F | 0.1% | |
| WBD | C | 0.09% | |
| WST | C | 0.09% | |
| SBAC | D | 0.09% | |
| CDW | F | 0.09% | |
| RF | A | 0.09% | |
| INVH | D | 0.08% | |
| OMC | C | 0.08% | |
| MDB | C | 0.08% | |
| ZBRA | B | 0.08% | |
| CFG | B | 0.08% | |
| WAT | B | 0.08% | |
| PKG | A | 0.08% | |
| MAS | D | 0.07% | |
| PINS | D | 0.07% | |
| KEY | B | 0.07% | |
| MAA | B | 0.07% | |
| ZS | C | 0.07% | |
| TRU | D | 0.07% | |
| STX | D | 0.07% | |
| ESS | B | 0.07% | |
| APTV | D | 0.06% | |
| DOC | D | 0.06% | |
| VRSN | F | 0.06% | |
| SSNC | B | 0.06% | |
| TER | D | 0.06% | |
| EG | C | 0.06% | |
| ARE | D | 0.06% | |
| BMRN | D | 0.05% | |
| OKTA | C | 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% | |
| ENPH | F | 0.03% | |
| AGR | B | 0.01% |
IQSU Underweight 92 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | D | -2.9% | |
| JPM | A | -2.81% | |
| KO | D | -1.67% | |
| XOM | B | -1.54% | |
| JNJ | D | -1.43% | |
| ORCL | B | -1.31% | |
| CVX | A | -1.26% | |
| BRK.A | B | -1.19% | |
| ABBV | D | -0.92% | |
| HON | B | -0.86% | |
| GS | A | -0.84% | |
| COP | C | -0.82% | |
| RTX | C | -0.79% | |
| VZ | C | -0.79% | |
| CMI | A | -0.78% | |
| CRH | A | -0.76% | |
| CAT | B | -0.75% | |
| AMGN | D | -0.74% | |
| DHR | F | -0.7% | |
| NI | A | -0.67% | |
| PNR | A | -0.63% | |
| MCD | D | -0.63% | |
| PFE | D | -0.55% | |
| NXPI | D | -0.52% | |
| MRK | F | -0.52% | |
| COR | B | -0.49% | |
| FERG | B | -0.43% | |
| DE | A | -0.43% | |
| SCHW | B | -0.4% | |
| CHRW | C | -0.4% | |
| NOC | D | -0.4% | |
| LKQ | D | -0.39% | |
| OVV | B | -0.39% | |
| T | A | -0.38% | |
| CMS | C | -0.38% | |
| FLUT | A | -0.36% | |
| PSX | C | -0.33% | |
| TAP | C | -0.33% | |
| BG | F | -0.32% | |
| BLK | C | -0.31% | |
| HCA | F | -0.3% | |
| COO | D | -0.3% | |
| DAL | C | -0.3% | |
| ETN | A | -0.29% | |
| D | C | -0.28% | |
| WFC | A | -0.28% | |
| EIX | B | -0.28% | |
| CNH | C | -0.24% | |
| ABT | B | -0.24% | |
| GEV | B | -0.23% | |
| FBIN | D | -0.23% | |
| REGN | F | -0.22% | |
| WTRG | B | -0.21% | |
| J | F | -0.21% | |
| OC | A | -0.21% | |
| AIZ | A | -0.2% | |
| A | D | -0.19% | |
| FDS | B | -0.19% | |
| CNC | D | -0.18% | |
| STT | A | -0.18% | |
| MRO | B | -0.18% | |
| IEX | B | -0.17% | |
| EQT | B | -0.16% | |
| DHI | D | -0.16% | |
| IP | B | -0.16% | |
| TWLO | A | -0.15% | |
| TFX | F | -0.15% | |
| ALLE | D | -0.15% | |
| HUBB | B | -0.14% | |
| PHM | D | -0.13% | |
| FOX | A | -0.13% | |
| CB | C | -0.13% | |
| BXP | D | -0.12% | |
| HII | D | -0.12% | |
| LDOS | C | -0.11% | |
| TMO | F | -0.11% | |
| SOLV | C | -0.11% | |
| AZPN | A | -0.11% | |
| JNPR | F | -0.11% | |
| MKTX | D | -0.11% | |
| STLD | B | -0.11% | |
| FANG | D | -0.11% | |
| CCK | C | -0.1% | |
| DOW | F | -0.1% | |
| FSLR | F | -0.1% | |
| TTC | D | -0.09% | |
| CVS | D | -0.09% | |
| KMX | B | -0.09% | |
| AVY | D | -0.09% | |
| STZ | D | -0.09% | |
| GEHC | F | -0.09% | |
| IPG | D | -0.08% |
IQSU: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Diversified Industrials
Banks - Regional - US
Semiconductors
Credit Services
Household & Personal Products
Packaged Foods
Software - Infrastructure
Specialty Chemicals
Asset Management
Diagnostics & Research
Specialty Retail
Biotechnology
Capital Markets
Information Technology Services
Internet Content & Information
REIT - Residential
Semiconductor Equipment & Materials
Utilities - Regulated Electric
EVUS: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Drug Manufacturers - Major
Packaged Foods
Business Services
Capital Markets
Health Care Plans
Semiconductors
Specialty Chemicals
Credit Services
Diagnostics & Research
Integrated Shipping & Logistics
Medical Instruments & Supplies
Oil & Gas E&P
Software - Application
Utilities - Regulated Electric
Asset Management
Banks - Global
Banks - Regional - US
Household & Personal Products
Insurance - Diversified
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