IQSU vs. GDE ETF Comparison

Comparison of IQ Candriam ESG US Equity ETF (IQSU) to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)

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

$47.35

Average Daily Volume

10,143

Number of Holdings ^*

279

* may have additional holdings in another (foreign) market

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

GDE Description

WisdomTree Efficient Gold Plus Equity Strategy Fund seeks total return by investing, either directly or through a wholly-owned subsidiary, in a portfolio comprised of U.S.-listed gold futures contracts and U.S. large-cap equity securities.

Grade (RS Rating)

Last Trade

$38.90

Average Daily Volume

12,718

Number of Holdings ^*

484

* may have additional holdings in another (foreign) market

Performance

Period	IQSU	GDE
30 Days	1.00%	5.81%
60 Days	6.35%	13.28%
90 Days	2.72%	12.93%
12 Months	29.78%	75.84%

253 Overlapping Holdings

Symbol	Grade	Weight in IQSU	Weight in GDE	Overlap
AAPL	C	9.7%	6.21%	6.21%
ABNB	D	0.22%	0.06%	0.06%
ADBE	F	0.92%	0.45%	0.45%
ADI	C	0.47%	0.27%	0.27%
ADM	D	0.12%	0.03%	0.03%
ADP	A	0.46%	0.2%	0.2%
ADSK	B	0.24%	0.14%	0.14%
AFL	A	0.23%	0.1%	0.1%
AGR	C	0.01%	0.03%	0.01%
AIG	F	0.2%	0.1%	0.1%
AJG	D	0.24%	0.1%	0.1%
AKAM	D	0.06%	0.02%	0.02%
ALL	B	0.2%	0.09%	0.09%
ALNY	C	0.14%	0.06%	0.06%
AMAT	B	0.7%	0.23%	0.23%
AMD	D	1.08%	0.52%	0.52%
AMP	A	0.19%	0.13%	0.13%
AMT	C	0.44%	0.19%	0.19%
ANSS	D	0.11%	0.04%	0.04%
APD	C	0.26%	0.09%	0.09%
APO	A	0.2%	0.18%	0.18%
ARE	D	0.08%	0.02%	0.02%
AVB	C	0.13%	0.05%	0.05%
AVTR	C	0.07%	0.04%	0.04%
AWK	B	0.11%	0.09%	0.09%
AXP	A	0.62%	0.35%	0.35%
AZO	D	0.22%	0.1%	0.1%
BAC	D	1.08%	0.55%	0.55%
BALL	C	0.08%	0.06%	0.06%
BBY	B	0.08%	0.04%	0.04%
BIIB	F	0.11%	0.03%	0.03%
BK	C	0.22%	0.08%	0.08%
BKR	B	0.14%	0.08%	0.08%
BMRN	F	0.05%	0.02%	0.02%
BMY	B	0.41%	0.12%	0.12%
BR	B	0.1%	0.04%	0.04%
BX	C	0.43%	0.31%	0.31%
C	B	0.46%	0.18%	0.18%
CAG	D	0.06%	0.02%	0.02%
CAH	B	0.11%	0.05%	0.05%
CARR	A	0.26%	0.1%	0.1%
CBRE	A	0.15%	0.07%	0.07%
CCI	C	0.2%	0.09%	0.09%
CDNS	D	0.3%	0.08%	0.08%
CDW	D	0.12%	0.04%	0.04%
CFG	D	0.07%	0.03%	0.03%
CHD	C	0.1%	0.05%	0.05%
CHTR	D	0.12%	0.11%	0.11%
CI	D	0.39%	0.18%	0.18%
CL	D	0.34%	0.14%	0.14%
CLX	B	0.08%	0.03%	0.03%
CMCSA	B	0.64%	0.21%	0.21%
CME	A	0.32%	0.12%	0.12%
CMG	C	0.32%	0.09%	0.09%
COF	C	0.22%	0.12%	0.12%
CPAY	A	0.08%	0.04%	0.04%
CRM	B	1.05%	0.4%	0.4%
CRWD	D	0.26%	0.13%	0.13%
CSCO	A	0.86%	0.43%	0.43%
CTAS	B	0.29%	0.14%	0.14%
CTSH	B	0.15%	0.11%	0.11%
DASH	B	0.18%	0.1%	0.1%
DD	B	0.13%	0.06%	0.06%
DELL	C	0.14%	0.18%	0.14%
DFS	C	0.14%	0.06%	0.06%
DG	F	0.08%	0.01%	0.01%
DGX	B	0.07%	0.02%	0.02%
DIS	D	0.7%	0.18%	0.18%
DLR	C	0.21%	0.09%	0.09%
DLTR	F	0.06%	0.01%	0.01%
DOV	C	0.11%	0.05%	0.05%
DXCM	F	0.11%	0.01%	0.01%
EA	D	0.14%	0.1%	0.1%
EBAY	A	0.13%	0.06%	0.06%
ECL	B	0.26%	0.12%	0.12%
ED	A	0.14%	0.05%	0.05%
EFX	C	0.14%	0.07%	0.07%
EL	D	0.09%	0.01%	0.01%
ELV	F	0.5%	0.21%	0.21%
EMR	B	0.25%	0.15%	0.15%
ENPH	D	0.06%	0.04%	0.04%
EQIX	B	0.33%	0.12%	0.12%
EQR	C	0.1%	0.04%	0.04%
ES	C	0.09%	0.06%	0.06%
ESS	C	0.07%	0.03%	0.03%
EW	F	0.16%	0.03%	0.03%
EXC	A	0.16%	0.09%	0.09%
EXPD	C	0.07%	0.06%	0.06%
EXR	C	0.15%	0.06%	0.06%
FAST	B	0.16%	0.08%	0.08%
FCX	B	0.3%	0.09%	0.09%
FDX	D	0.24%	0.12%	0.12%
FICO	A	0.19%	0.07%	0.07%
FIS	C	0.19%	0.08%	0.08%
FITB	C	0.12%	0.05%	0.05%
FTNT	A	0.19%	0.11%	0.11%
FTV	B	0.11%	0.07%	0.07%
GE	C	0.81%	0.32%	0.32%
GILD	A	0.42%	0.18%	0.18%
GIS	C	0.17%	0.06%	0.06%
GLW	B	0.14%	0.05%	0.05%
GOOGL	B	2.67%	3.68%	2.67%
GPN	F	0.1%	0.03%	0.03%
GWW	A	0.17%	0.07%	0.07%
HAL	F	0.1%	0.01%	0.01%
HBAN	D	0.08%	0.03%	0.03%
HD	A	1.59%	0.7%	0.7%
HIG	A	0.14%	0.05%	0.05%
HLT	A	0.23%	0.11%	0.11%
HOLX	D	0.07%	0.05%	0.05%
HPE	B	0.1%	0.05%	0.05%
HPQ	C	0.15%	0.08%	0.08%
HRL	F	0.04%	0.05%	0.04%
HSY	D	0.11%	0.04%	0.04%
HUBS	D	0.1%	0.02%	0.02%
HUM	F	0.15%	0.04%	0.04%
IBM	B	0.83%	0.33%	0.33%
ICE	A	0.36%	0.16%	0.16%
IDXX	D	0.17%	0.05%	0.05%
IFF	C	0.11%	0.04%	0.04%
INCY	B	0.05%	0.06%	0.05%
INTC	D	0.41%	0.06%	0.06%
INTU	F	0.7%	0.27%	0.27%
INVH	D	0.08%	0.03%	0.03%
IR	A	0.16%	0.03%	0.03%
IRM	A	0.14%	0.05%	0.05%
IT	C	0.16%	0.07%	0.07%
ITW	A	0.32%	0.15%	0.15%
JBHT	D	0.06%	0.02%	0.02%
K	B	0.08%	0.04%	0.04%
KDP	C	0.16%	0.1%	0.1%
KEY	C	0.06%	0.02%	0.02%
KEYS	B	0.11%	0.06%	0.06%
KHC	D	0.11%	0.03%	0.03%
KKR	A	0.35%	0.22%	0.22%
KLAC	B	0.44%	0.17%	0.17%
KMB	B	0.19%	0.09%	0.09%
KMI	A	0.17%	0.09%	0.09%
KR	C	0.15%	0.05%	0.05%
KVUE	C	0.18%	0.08%	0.08%
LOW	A	0.61%	0.27%	0.27%
LRCX	D	0.45%	0.32%	0.32%
MA	A	1.63%	0.88%	0.88%
MAA	C	0.07%	0.03%	0.03%
MAR	B	0.24%	0.07%	0.07%
MAS	A	0.07%	0.03%	0.03%
MCO	D	0.3%	0.13%	0.13%
MDB	F	0.08%	0.02%	0.02%
MDLZ	C	0.4%	0.19%	0.19%
MET	A	0.2%	0.09%	0.09%
MKC	C	0.08%	0.05%	0.05%
MLM	D	0.13%	0.03%	0.03%
MMC	D	0.45%	0.18%	0.18%
MMM	C	0.31%	0.14%	0.14%
MPC	F	0.23%	0.07%	0.07%
MPWR	B	0.18%	0.12%	0.12%
MRVL	C	0.25%	0.09%	0.09%
MS	B	0.53%	0.36%	0.36%
MSCI	B	0.18%	0.1%	0.1%
MSFT	D	10.11%	5.32%	5.32%
MSI	A	0.3%	0.12%	0.12%
MTB	C	0.12%	0.05%	0.05%
MTD	B	0.13%	0.08%	0.08%
MU	D	0.49%	0.15%	0.15%
NDAQ	C	0.11%	0.05%	0.05%
NEE	A	0.68%	0.31%	0.31%
NEM	C	0.26%	0.12%	0.12%
NKE	D	0.44%	0.12%	0.12%
NOW	C	0.73%	0.35%	0.35%
NTAP	D	0.1%	0.05%	0.05%
NTRS	C	0.07%	0.04%	0.04%
NUE	D	0.14%	0.03%	0.03%
NVR	A	0.12%	0.04%	0.04%
OKE	B	0.21%	0.13%	0.13%
OMC	C	0.08%	0.03%	0.03%
ON	F	0.13%	0.04%	0.04%
OTIS	A	0.17%	0.08%	0.08%
PANW	D	0.44%	0.18%	0.18%
PAYX	A	0.17%	0.08%	0.08%
PCG	B	0.17%	0.09%	0.09%
PEG	A	0.17%	0.06%	0.06%
PEP	D	0.94%	0.33%	0.33%
PFG	C	0.08%	0.03%	0.03%
PG	C	1.65%	0.76%	0.76%
PGR	C	0.59%	0.28%	0.28%
PH	A	0.33%	0.14%	0.14%
PINS	D	0.08%	0.03%	0.03%
PKG	C	0.08%	0.03%	0.03%
PLD	D	0.47%	0.23%	0.23%
PNC	C	0.29%	0.13%	0.13%
PPG	D	0.13%	0.03%	0.03%
PRU	C	0.18%	0.08%	0.08%
PSA	C	0.23%	0.09%	0.09%
PWR	B	0.17%	0.08%	0.08%
PYPL	C	0.34%	0.17%	0.17%
QCOM	D	0.77%	0.31%	0.31%
RF	C	0.08%	0.03%	0.03%
RJF	B	0.09%	0.05%	0.05%
RMD	C	0.14%	0.06%	0.06%
ROK	D	0.12%	0.09%	0.09%
ROP	C	0.24%	0.13%	0.13%
SBAC	B	0.1%	0.03%	0.03%
SBUX	B	0.44%	0.2%	0.2%
SHW	B	0.37%	0.16%	0.16%
SNAP	D	0.04%	0.04%	0.04%
SNOW	F	0.14%	0.02%	0.02%
SNPS	F	0.32%	0.09%	0.09%
SPG	A	0.22%	0.11%	0.11%
SPGI	C	0.65%	0.31%	0.31%
SRE	A	0.21%	0.11%	0.11%
SSNC	C	0.06%	0.04%	0.04%
SWKS	F	0.06%	0.08%	0.06%
SYF	B	0.08%	0.04%	0.04%
SYY	B	0.16%	0.05%	0.05%
TEAM	D	0.1%	0.11%	0.1%
TER	C	0.08%	0.08%	0.08%
TFC	D	0.23%	0.1%	0.1%
TGT	C	0.29%	0.07%	0.07%
TJX	C	0.55%	0.27%	0.27%
TRV	C	0.22%	0.09%	0.09%
TSCO	A	0.12%	0.04%	0.04%
TSLA	C	2.82%	1.46%	1.46%
TTWO	F	0.1%	0.06%	0.06%
TXN	C	0.76%	0.37%	0.37%
ULTA	D	0.08%	0.01%	0.01%
UNH	B	2.13%	0.95%	0.95%
UPS	D	0.39%	0.05%	0.05%
URI	C	0.21%	0.09%	0.09%
USB	C	0.27%	0.12%	0.12%
V	C	1.73%	1.01%	1.01%
VEEV	C	0.12%	0.05%	0.05%
VLO	F	0.18%	0.06%	0.06%
VMC	D	0.13%	0.03%	0.03%
VRSK	D	0.15%	0.07%	0.07%
VRSN	B	0.06%	0.08%	0.06%
VRTX	D	0.48%	0.2%	0.2%
VTR	C	0.1%	0.04%	0.04%
WAB	A	0.13%	0.05%	0.05%
WAT	B	0.08%	0.05%	0.05%
WBD	D	0.07%	0.02%	0.02%
WDAY	D	0.21%	0.13%	0.13%
WDC	C	0.09%	0.03%	0.03%
WELL	C	0.31%	0.12%	0.12%
WM	B	0.34%	0.09%	0.09%
WMB	A	0.22%	0.09%	0.09%
WST	D	0.09%	0.01%	0.01%
WY	B	0.1%	0.03%	0.03%
XYL	C	0.13%	0.09%	0.09%
YUM	A	0.15%	0.1%	0.1%
ZBH	F	0.09%	0.02%	0.02%
ZBRA	A	0.08%	0.06%	0.06%
ZS	F	0.06%	0.09%	0.06%
ZTS	C	0.36%	0.18%	0.18%

IQSU Overweight 26 Positions Relative to GDE

Symbol	Grade	Weight
GOOG	B	2.4%
ACN	B	0.96%
LIN	B	0.93%
MELI	C	0.4%
TT	A	0.35%
SLB	D	0.24%
JCI	B	0.21%
TEL	D	0.18%
ACGL	A	0.16%
LNG	A	0.16%
RCL	C	0.16%
LULU	D	0.12%
WTW	B	0.12%
LYB	D	0.1%
STX	B	0.09%
CBOE	A	0.09%
STE	D	0.09%
APTV	D	0.08%
TRU	A	0.08%
EG	B	0.07%
TRMB	B	0.06%
DOC	C	0.06%
OKTA	F	0.05%
CPB	D	0.04%
DOX	B	0.04%
RPRX	B	0.04%

IQSU Underweight 231 Positions Relative to GDE

Symbol	Grade	Weight
NVDA	C	-5.15%
AMZN	C	-3.56%
META	A	-2.6%
BRK.A	C	-1.75%
LLY	D	-1.51%
AVGO	C	-1.48%
WMT	A	-1.1%
JPM	D	-1.09%
XOM	A	-0.84%
ORCL	B	-0.77%
JNJ	D	-0.7%
COST	C	-0.7%
ABBV	A	-0.59%
KO	C	-0.53%
NFLX	A	-0.53%
TMO	C	-0.45%
TMUS	A	-0.41%
DHR	C	-0.38%
MCD	A	-0.38%
MRK	F	-0.38%
ABT	B	-0.34%
PM	C	-0.34%
ISRG	A	-0.34%
VZ	A	-0.32%
GS	C	-0.31%
CVX	B	-0.3%
RTX	A	-0.3%
CAT	A	-0.29%
UNP	D	-0.28%
AMGN	D	-0.28%
T	A	-0.27%
WFC	D	-0.27%
BKNG	C	-0.27%
HON	C	-0.26%
SYK	C	-0.25%
UBER	C	-0.25%
EOG	B	-0.24%
BLK	A	-0.24%
LMT	A	-0.23%
PFE	D	-0.22%
REGN	D	-0.22%
ANET	A	-0.2%
APH	D	-0.19%
CSX	D	-0.19%
BSX	A	-0.19%
SCCO	B	-0.18%
SO	A	-0.17%
FI	A	-0.17%
PLTR	B	-0.16%
EPD	A	-0.16%
CEG	B	-0.15%
HCA	B	-0.15%
CVS	D	-0.15%
MO	D	-0.15%
COP	D	-0.14%
DUK	A	-0.14%
OVV	F	-0.13%
MCK	F	-0.13%
ET	C	-0.13%
NOC	B	-0.13%
DE	A	-0.13%
MGM	D	-0.12%
ORLY	A	-0.12%
ROST	C	-0.12%
BA	F	-0.12%
GD	A	-0.12%
TTD	C	-0.12%
TDG	A	-0.12%
SCHW	D	-0.11%
NSC	C	-0.11%
GM	D	-0.11%
D	A	-0.1%
STLD	B	-0.1%
MPLX	A	-0.1%
GEV	B	-0.1%
O	A	-0.1%
CE	D	-0.1%
DHI	C	-0.1%
A	B	-0.09%
LEN	B	-0.09%
IQV	F	-0.09%
AEP	C	-0.09%
MOS	D	-0.09%
BDX	B	-0.08%
DRI	C	-0.08%
RSG	D	-0.08%
CMI	B	-0.08%
BEN	F	-0.08%
COIN	F	-0.08%
CTVA	A	-0.08%
AME	D	-0.08%
CPNG	C	-0.08%
CPRT	B	-0.07%
WLK	C	-0.07%
ZM	C	-0.07%
TRGP	B	-0.07%
TDY	A	-0.07%
APP	A	-0.07%
LHX	A	-0.07%
TAP	D	-0.07%
SJM	C	-0.07%
HWM	A	-0.07%
HST	D	-0.06%
GPC	D	-0.06%
EIX	A	-0.06%
WMG	D	-0.06%
STZ	B	-0.06%
WEC	A	-0.06%
CNP	B	-0.06%
VLTO	A	-0.06%
BSY	D	-0.06%
ETR	A	-0.06%
CNC	F	-0.06%
LYV	A	-0.06%
DECK	B	-0.06%
RBLX	C	-0.06%
ILMN	B	-0.06%
ODFL	D	-0.06%
H	C	-0.06%
TWLO	B	-0.06%
PSX	D	-0.06%
LUV	B	-0.05%
AXON	A	-0.05%
ACI	F	-0.05%
MCHP	F	-0.05%
FDS	C	-0.05%
WPC	C	-0.05%
TYL	C	-0.05%
TSN	D	-0.05%
DDOG	D	-0.05%
LBRDK	B	-0.05%
FSLR	C	-0.05%
DT	C	-0.05%
STT	C	-0.05%
VST	A	-0.05%
PCAR	D	-0.05%
CG	C	-0.05%
MRO	D	-0.05%
VICI	C	-0.05%
MOH	D	-0.04%
TXT	F	-0.04%
GEHC	C	-0.04%
MKL	C	-0.04%
PPL	A	-0.04%
NWSA	D	-0.04%
DAL	C	-0.04%
ROKU	C	-0.04%
CRBG	C	-0.04%
GDDY	D	-0.04%
ARES	A	-0.04%
FANG	D	-0.04%
BAH	A	-0.04%
SUI	D	-0.04%
CSL	A	-0.04%
EXPE	B	-0.04%
IPG	C	-0.04%
IOT	C	-0.04%
TPL	B	-0.04%
CMS	A	-0.04%
BRO	A	-0.04%
SWK	A	-0.04%
VRT	B	-0.04%
PODD	C	-0.04%
PHM	A	-0.04%
FCNCA	D	-0.04%
DTE	A	-0.04%
XEL	A	-0.04%
AVY	C	-0.04%
BLDR	B	-0.03%
SNA	A	-0.03%
NDSN	B	-0.03%
IP	C	-0.03%
ROL	B	-0.03%
FNF	A	-0.03%
HEI	A	-0.03%
MNST	D	-0.03%
HES	D	-0.03%
CSGP	F	-0.03%
LII	C	-0.03%
SOLV	C	-0.03%
J	D	-0.03%
NET	D	-0.03%
WRB	B	-0.03%
F	D	-0.03%
FE	B	-0.03%
DOW	B	-0.03%
CINF	A	-0.03%
CF	A	-0.03%
ATO	A	-0.03%
SQ	D	-0.03%
WSM	B	-0.03%
LDOS	A	-0.03%
GLPI	A	-0.03%
RIVN	F	-0.03%
MANH	C	-0.03%
AEE	A	-0.03%
MORN	C	-0.02%
MRNA	F	-0.02%
LPLA	D	-0.02%
TROW	D	-0.02%
ENTG	D	-0.02%
HUBB	A	-0.02%
PTC	D	-0.02%
WSO	C	-0.02%
TW	A	-0.02%
OC	C	-0.02%
ERIE	A	-0.02%
DKNG	D	-0.02%
UAL	B	-0.02%
GGG	B	-0.02%
L	D	-0.02%
OXY	F	-0.02%
KIM	C	-0.01%
SMCI	F	-0.01%
RPM	A	-0.01%
ALGN	D	-0.01%
IEX	D	-0.01%
LVS	B	-0.01%
POOL	B	-0.01%
DPZ	D	-0.01%
CTRA	D	-0.01%
BAX	D	-0.01%
DVN	F	-0.01%
RS	D	-0.01%
EQT	B	-0.01%
WBA	F	-0.0%
LW	D	-0.0%
ALB	D	-0.0%
LKQ	F	-0.0%
JBL	D	-0.0%
EPAM	F	-0.0%