IQSU vs. FQAL ETF Comparison
Comparison of IQ Candriam ESG US Equity ETF (IQSU) to Fidelity Quality Factor ETF (FQAL)
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
FQAL
Fidelity Quality Factor ETF
FQAL Description
The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity U.S. Quality Factor Index. Normally investing at least 80% of assets in securities included in the Fidelity U.S. Quality Factor Index, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies with a higher quality profile than the broader market.Grade (RS Rating)
Last Trade
$67.19
Average Daily Volume
29,912
Number of Holdings
*
124
* may have additional holdings in another (foreign) market
Performance
| Period | IQSU | FQAL |
|---|---|---|
| 30 Days | 4.52% | 2.60% |
| 60 Days | 4.59% | 4.35% |
| 90 Days | 6.02% | 5.86% |
| 12 Months | 24.96% | 30.56% |
66 Overlapping Holdings
| Symbol | Grade | Weight in IQSU | Weight in FQAL | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 9.59% | 6.62% | 6.62% | |
| ABNB | C | 0.23% | 0.75% | 0.23% | |
| ACGL | D | 0.13% | 0.71% | 0.13% | |
| ACN | C | 0.94% | 1.05% | 0.94% | |
| ADBE | C | 0.87% | 0.97% | 0.87% | |
| ADP | B | 0.48% | 0.64% | 0.48% | |
| AMAT | F | 0.55% | 0.77% | 0.55% | |
| AMP | A | 0.22% | 0.92% | 0.22% | |
| AMT | D | 0.37% | 0.27% | 0.27% | |
| AVB | B | 0.13% | 0.19% | 0.13% | |
| AZO | C | 0.2% | 0.75% | 0.2% | |
| BMY | B | 0.46% | 1.02% | 0.46% | |
| BX | A | 0.51% | 1.05% | 0.51% | |
| CL | D | 0.31% | 0.36% | 0.31% | |
| CME | A | 0.32% | 0.85% | 0.32% | |
| CPAY | A | 0.1% | 0.82% | 0.1% | |
| CTAS | B | 0.3% | 0.55% | 0.3% | |
| ECL | D | 0.24% | 0.24% | 0.24% | |
| EQR | B | 0.1% | 0.17% | 0.1% | |
| ESS | B | 0.07% | 0.16% | 0.07% | |
| EXR | D | 0.14% | 0.19% | 0.14% | |
| FAST | B | 0.18% | 0.53% | 0.18% | |
| FCX | D | 0.24% | 0.24% | 0.24% | |
| FICO | B | 0.22% | 0.96% | 0.22% | |
| GILD | C | 0.43% | 1.0% | 0.43% | |
| GOOGL | C | 2.84% | 3.69% | 2.84% | |
| GWW | B | 0.18% | 0.55% | 0.18% | |
| HD | A | 1.56% | 1.5% | 1.5% | |
| HSY | F | 0.1% | 0.25% | 0.1% | |
| IDXX | F | 0.14% | 0.67% | 0.14% | |
| ITW | B | 0.32% | 0.54% | 0.32% | |
| KLAC | D | 0.33% | 0.64% | 0.33% | |
| KMB | D | 0.18% | 0.31% | 0.18% | |
| LIN | D | 0.85% | 0.52% | 0.52% | |
| LNG | B | 0.2% | 0.28% | 0.2% | |
| LOW | D | 0.59% | 1.02% | 0.59% | |
| LRCX | F | 0.36% | 0.67% | 0.36% | |
| MA | C | 1.66% | 1.48% | 1.48% | |
| MCO | B | 0.3% | 0.76% | 0.3% | |
| MDLZ | F | 0.34% | 0.38% | 0.34% | |
| MLM | B | 0.14% | 0.19% | 0.14% | |
| MMM | D | 0.28% | 0.5% | 0.28% | |
| MSCI | C | 0.18% | 0.75% | 0.18% | |
| MSFT | F | 9.56% | 6.3% | 6.3% | |
| MTD | D | 0.1% | 0.58% | 0.1% | |
| NEE | D | 0.61% | 0.47% | 0.47% | |
| NUE | C | 0.14% | 0.18% | 0.14% | |
| OTIS | C | 0.16% | 0.45% | 0.16% | |
| PANW | C | 0.49% | 0.96% | 0.49% | |
| PAYX | C | 0.18% | 0.49% | 0.18% | |
| PG | A | 1.58% | 0.98% | 0.98% | |
| PGR | A | 0.59% | 1.0% | 0.59% | |
| PLD | D | 0.41% | 0.3% | 0.3% | |
| PSA | D | 0.21% | 0.23% | 0.21% | |
| QCOM | F | 0.67% | 0.91% | 0.67% | |
| SBAC | D | 0.09% | 0.16% | 0.09% | |
| SHW | A | 0.35% | 0.3% | 0.3% | |
| SPG | B | 0.23% | 0.25% | 0.23% | |
| SPGI | C | 0.62% | 0.92% | 0.62% | |
| V | A | 1.91% | 1.61% | 1.61% | |
| VEEV | C | 0.12% | 0.84% | 0.12% | |
| VRSK | A | 0.16% | 0.46% | 0.16% | |
| VRTX | F | 0.46% | 0.86% | 0.46% | |
| WMB | A | 0.28% | 0.34% | 0.28% | |
| YUM | B | 0.15% | 0.72% | 0.15% | |
| ZTS | D | 0.32% | 0.81% | 0.32% |
IQSU Overweight 215 Positions Relative to FQAL
| Symbol | Grade | Weight | |
|---|---|---|---|
| TSLA | B | 3.69% | |
| GOOG | C | 2.55% | |
| UNH | C | 2.17% | |
| BAC | A | 1.23% | |
| CRM | B | 1.2% | |
| CSCO | B | 0.91% | |
| PEP | F | 0.86% | |
| AMD | F | 0.86% | |
| NOW | A | 0.82% | |
| DIS | B | 0.82% | |
| IBM | C | 0.77% | |
| GE | D | 0.76% | |
| INTU | C | 0.7% | |
| TXN | C | 0.7% | |
| AXP | A | 0.65% | |
| CMCSA | B | 0.65% | |
| MS | A | 0.65% | |
| TJX | A | 0.54% | |
| C | A | 0.5% | |
| FI | A | 0.5% | |
| MU | D | 0.43% | |
| MMC | B | 0.43% | |
| SBUX | A | 0.43% | |
| ADI | D | 0.42% | |
| KKR | A | 0.4% | |
| INTC | D | 0.4% | |
| UPS | C | 0.38% | |
| TT | A | 0.37% | |
| ELV | F | 0.37% | |
| CI | F | 0.36% | |
| MELI | D | 0.36% | |
| PH | A | 0.35% | |
| ICE | C | 0.35% | |
| PYPL | B | 0.35% | |
| WM | A | 0.35% | |
| NKE | D | 0.35% | |
| EQIX | A | 0.34% | |
| CMG | B | 0.32% | |
| PNC | B | 0.32% | |
| WELL | A | 0.32% | |
| MSI | B | 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% | |
| APD | A | 0.28% | |
| MAR | B | 0.27% | |
| COF | B | 0.27% | |
| FDX | B | 0.26% | |
| OKE | A | 0.26% | |
| APO | B | 0.26% | |
| ADSK | A | 0.26% | |
| AJG | B | 0.25% | |
| DLR | B | 0.24% | |
| TFC | A | 0.24% | |
| HLT | A | 0.24% | |
| SLB | C | 0.24% | |
| ROP | B | 0.23% | |
| SRE | A | 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% | |
| MPC | D | 0.22% | |
| TGT | F | 0.22% | |
| AFL | B | 0.22% | |
| FTNT | C | 0.22% | |
| WDAY | B | 0.21% | |
| URI | B | 0.21% | |
| ALL | A | 0.2% | |
| RCL | A | 0.2% | |
| PWR | A | 0.19% | |
| FIS | C | 0.19% | |
| MET | A | 0.19% | |
| AIG | B | 0.19% | |
| NEM | D | 0.19% | |
| BKR | B | 0.18% | |
| PCG | A | 0.18% | |
| CCI | D | 0.18% | |
| PEG | A | 0.18% | |
| PRU | A | 0.18% | |
| KVUE | A | 0.18% | |
| VLO | C | 0.18% | |
| DFS | B | 0.17% | |
| EA | A | 0.16% | |
| SNOW | C | 0.16% | |
| CBRE | B | 0.16% | |
| IR | B | 0.16% | |
| EW | C | 0.16% | |
| CHTR | C | 0.15% | |
| SYY | B | 0.15% | |
| EXC | C | 0.15% | |
| KR | B | 0.15% | |
| CTSH | B | 0.15% | |
| TEAM | A | 0.15% | |
| IT | C | 0.15% | |
| WAB | B | 0.14% | |
| HIG | B | 0.14% | |
| RMD | C | 0.14% | |
| MTB | A | 0.14% | |
| HUM | 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% | |
| IRM | D | 0.13% | |
| HUBS | A | 0.13% | |
| ED | D | 0.13% | |
| KDP | D | 0.13% | |
| LULU | C | 0.13% | |
| GPN | B | 0.12% | |
| TSCO | D | 0.12% | |
| DXCM | D | 0.12% | |
| ANSS | B | 0.12% | |
| NDAQ | A | 0.12% | |
| TTWO | A | 0.12% | |
| EFX | F | 0.12% | |
| RJF | A | 0.12% | |
| EBAY | D | 0.12% | |
| ALNY | D | 0.12% | |
| DD | D | 0.12% | |
| FITB | A | 0.12% | |
| AWK | D | 0.11% | |
| CHD | B | 0.11% | |
| DOV | A | 0.11% | |
| NVR | D | 0.11% | |
| HPE | B | 0.11% | |
| HAL | C | 0.11% | |
| PPG | F | 0.11% | |
| KEYS | A | 0.11% | |
| ON | D | 0.11% | |
| CAH | B | 0.11% | |
| XYL | D | 0.11% | |
| KHC | F | 0.1% | |
| HBAN | A | 0.1% | |
| NTAP | C | 0.1% | |
| VTR | C | 0.1% | |
| SYF | B | 0.1% | |
| BR | A | 0.1% | |
| ADM | D | 0.1% | |
| MPWR | F | 0.1% | |
| FTV | C | 0.1% | |
| CBOE | B | 0.09% | |
| NTRS | A | 0.09% | |
| WBD | C | 0.09% | |
| WY | D | 0.09% | |
| BIIB | F | 0.09% | |
| ZBH | C | 0.09% | |
| IFF | D | 0.09% | |
| WST | C | 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% | |
| HOLX | D | 0.07% | |
| MAA | B | 0.07% | |
| ZS | C | 0.07% | |
| TRU | D | 0.07% | |
| BALL | D | 0.07% | |
| STX | D | 0.07% | |
| APTV | D | 0.06% | |
| JBHT | C | 0.06% | |
| DOC | D | 0.06% | |
| VRSN | F | 0.06% | |
| SSNC | B | 0.06% | |
| DG | F | 0.06% | |
| TER | D | 0.06% | |
| EG | C | 0.06% | |
| ARE | D | 0.06% | |
| GEN | B | 0.06% | |
| BMRN | D | 0.05% | |
| OKTA | C | 0.05% | |
| DLTR | F | 0.05% | |
| CAG | D | 0.05% | |
| AKAM | 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 58 Positions Relative to FQAL
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -7.24% | |
| META | D | -2.51% | |
| AVGO | D | -2.0% | |
| LLY | F | -1.72% | |
| JNJ | D | -1.35% | |
| BKNG | A | -1.21% | |
| XOM | B | -1.16% | |
| ABBV | D | -1.14% | |
| MCD | D | -1.11% | |
| COST | B | -1.01% | |
| NFLX | A | -0.97% | |
| GRMN | B | -0.86% | |
| ORLY | B | -0.84% | |
| EWBC | A | -0.78% | |
| CAT | B | -0.77% | |
| CFR | B | -0.77% | |
| JXN | C | -0.74% | |
| CBSH | A | -0.71% | |
| DPZ | C | -0.69% | |
| CVX | A | -0.68% | |
| KO | D | -0.66% | |
| KNSL | B | -0.65% | |
| QLYS | C | -0.64% | |
| WSM | B | -0.63% | |
| PM | B | -0.63% | |
| UNP | C | -0.61% | |
| MEDP | D | -0.57% | |
| T | A | -0.57% | |
| LMT | D | -0.56% | |
| VZ | C | -0.56% | |
| AME | A | -0.52% | |
| TDG | D | -0.49% | |
| CSX | B | -0.49% | |
| CPRT | A | -0.48% | |
| ODFL | B | -0.45% | |
| MO | A | -0.44% | |
| VST | B | -0.43% | |
| COP | C | -0.41% | |
| TTD | B | -0.41% | |
| SO | D | -0.36% | |
| CEG | D | -0.36% | |
| EOG | A | -0.32% | |
| MNST | C | -0.31% | |
| TPL | A | -0.31% | |
| NRG | B | -0.27% | |
| WEC | A | -0.26% | |
| O | D | -0.21% | |
| NFG | A | -0.2% | |
| AM | A | -0.19% | |
| UGI | A | -0.19% | |
| WHD | B | -0.18% | |
| VICI | C | -0.18% | |
| RS | B | -0.17% | |
| CF | B | -0.17% | |
| EXP | A | -0.16% | |
| RGLD | C | -0.15% | |
| AVY | D | -0.15% | |
| GLPI | C | -0.14% |
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
FQAL: Top Represented Industries & Keywords
Industries:
Business Services
Drug Manufacturers - Major
Software - Application
Telecom Services
Asset Management
Capital Markets
Diagnostics & Research
Diversified Industrials
Household & Personal Products
Oil & Gas E&P
REIT - Industrial
REIT - Residential
Restaurants
Semiconductor Equipment & Materials
Semiconductors
Specialty Chemicals
Specialty Retail
Utilities - Regulated Electric
Aerospace & Defense
Banks - Regional - US
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