IQSU vs. JPEF ETF Comparison
Comparison of IQ Candriam ESG US Equity ETF (IQSU) to JPMorgan Equity Focus ETF (JPEF)
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
$49.97
Average Daily Volume
10,665
Number of Holdings
*
281
* may have additional holdings in another (foreign) market
JPEF
JPMorgan Equity Focus ETF
JPEF Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its main strategies, the fund invests primarily in common stocks and real estate investment trusts (REITs), but it may also invest up to 20% of its total assets in common stocks of foreign companies, including depositary receipts.Grade (RS Rating)
Last Trade
$68.69
Average Daily Volume
92,164
Number of Holdings
*
40
* may have additional holdings in another (foreign) market
Performance
| Period | IQSU | JPEF |
|---|---|---|
| 30 Days | 4.70% | 3.48% |
| 60 Days | 4.99% | 4.93% |
| 90 Days | 6.77% | 7.06% |
| 12 Months | 25.95% | 36.93% |
25 Overlapping Holdings
| Symbol | Grade | Weight in IQSU | Weight in JPEF | Overlap | |
|---|---|---|---|---|---|
| AAPL | B | 9.59% | 3.5% | 3.5% | |
| ADI | D | 0.42% | 1.7% | 0.42% | |
| BAC | A | 1.23% | 2.51% | 1.23% | |
| COF | B | 0.27% | 3.15% | 0.27% | |
| EL | F | 0.05% | 0.94% | 0.05% | |
| GOOG | C | 2.55% | 2.06% | 2.06% | |
| HD | A | 1.56% | 2.11% | 1.56% | |
| INTU | C | 0.7% | 2.01% | 0.7% | |
| JBHT | C | 0.06% | 0.89% | 0.06% | |
| KMI | B | 0.22% | 3.38% | 0.22% | |
| LRCX | F | 0.36% | 0.42% | 0.36% | |
| MA | B | 1.66% | 2.44% | 1.66% | |
| MLM | B | 0.14% | 1.37% | 0.14% | |
| MS | B | 0.65% | 2.3% | 0.65% | |
| MSFT | D | 9.56% | 6.29% | 6.29% | |
| MTB | B | 0.14% | 2.77% | 0.14% | |
| NEE | D | 0.61% | 2.05% | 0.61% | |
| PANW | C | 0.49% | 2.15% | 0.49% | |
| PG | A | 1.58% | 2.43% | 1.58% | |
| PKG | B | 0.08% | 1.49% | 0.08% | |
| PSA | C | 0.21% | 2.13% | 0.21% | |
| PWR | A | 0.19% | 1.81% | 0.19% | |
| TJX | A | 0.54% | 1.21% | 0.54% | |
| TT | B | 0.37% | 2.54% | 0.37% | |
| UNH | B | 2.17% | 2.15% | 2.15% |
IQSU Overweight 256 Positions Relative to JPEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| TSLA | B | 3.69% | |
| GOOGL | C | 2.84% | |
| V | A | 1.91% | |
| CRM | B | 1.2% | |
| ACN | B | 0.94% | |
| CSCO | A | 0.91% | |
| ADBE | C | 0.87% | |
| PEP | F | 0.86% | |
| AMD | F | 0.86% | |
| LIN | D | 0.85% | |
| NOW | B | 0.82% | |
| DIS | B | 0.82% | |
| IBM | C | 0.77% | |
| GE | D | 0.76% | |
| TXN | D | 0.7% | |
| QCOM | F | 0.67% | |
| AXP | A | 0.65% | |
| CMCSA | C | 0.65% | |
| SPGI | C | 0.62% | |
| PGR | A | 0.59% | |
| LOW | C | 0.59% | |
| AMAT | F | 0.55% | |
| BX | B | 0.51% | |
| C | A | 0.5% | |
| FI | A | 0.5% | |
| ADP | B | 0.48% | |
| VRTX | D | 0.46% | |
| BMY | B | 0.46% | |
| MU | D | 0.43% | |
| MMC | A | 0.43% | |
| GILD | B | 0.43% | |
| SBUX | B | 0.43% | |
| PLD | D | 0.41% | |
| KKR | B | 0.4% | |
| INTC | C | 0.4% | |
| UPS | C | 0.38% | |
| AMT | D | 0.37% | |
| ELV | F | 0.37% | |
| CI | D | 0.36% | |
| MELI | C | 0.36% | |
| SHW | A | 0.35% | |
| PH | A | 0.35% | |
| ICE | D | 0.35% | |
| PYPL | A | 0.35% | |
| WM | A | 0.35% | |
| NKE | F | 0.35% | |
| EQIX | A | 0.34% | |
| MDLZ | F | 0.34% | |
| KLAC | F | 0.33% | |
| CMG | B | 0.32% | |
| ITW | A | 0.32% | |
| ZTS | D | 0.32% | |
| PNC | A | 0.32% | |
| CME | A | 0.32% | |
| WELL | C | 0.32% | |
| MSI | C | 0.32% | |
| CDNS | B | 0.32% | |
| SNPS | B | 0.32% | |
| CL | D | 0.31% | |
| CRWD | B | 0.31% | |
| MCO | A | 0.3% | |
| CTAS | B | 0.3% | |
| MRVL | B | 0.3% | |
| EMR | A | 0.29% | |
| USB | A | 0.29% | |
| MMM | D | 0.28% | |
| WMB | B | 0.28% | |
| APD | A | 0.28% | |
| MAR | A | 0.27% | |
| FDX | B | 0.26% | |
| OKE | C | 0.26% | |
| APO | A | 0.26% | |
| ADSK | B | 0.26% | |
| AJG | A | 0.25% | |
| DLR | A | 0.24% | |
| ECL | D | 0.24% | |
| TFC | B | 0.24% | |
| HLT | A | 0.24% | |
| SLB | C | 0.24% | |
| FCX | F | 0.24% | |
| ABNB | C | 0.23% | |
| ROP | B | 0.23% | |
| SRE | A | 0.23% | |
| SPG | C | 0.23% | |
| BK | A | 0.23% | |
| TRV | B | 0.23% | |
| CARR | C | 0.23% | |
| DASH | A | 0.22% | |
| JCI | C | 0.22% | |
| AMP | B | 0.22% | |
| MPC | F | 0.22% | |
| TGT | F | 0.22% | |
| AFL | B | 0.22% | |
| FICO | B | 0.22% | |
| FTNT | C | 0.22% | |
| WDAY | C | 0.21% | |
| URI | B | 0.21% | |
| LNG | B | 0.2% | |
| ALL | B | 0.2% | |
| RCL | B | 0.2% | |
| AZO | C | 0.2% | |
| FIS | D | 0.19% | |
| MET | A | 0.19% | |
| AIG | B | 0.19% | |
| NEM | F | 0.19% | |
| BKR | C | 0.18% | |
| PCG | B | 0.18% | |
| CCI | D | 0.18% | |
| PEG | A | 0.18% | |
| MSCI | C | 0.18% | |
| PRU | A | 0.18% | |
| KVUE | A | 0.18% | |
| PAYX | B | 0.18% | |
| KMB | C | 0.18% | |
| VLO | C | 0.18% | |
| FAST | B | 0.18% | |
| GWW | A | 0.18% | |
| DFS | B | 0.17% | |
| EA | C | 0.16% | |
| SNOW | C | 0.16% | |
| CBRE | B | 0.16% | |
| OTIS | C | 0.16% | |
| VRSK | A | 0.16% | |
| IR | A | 0.16% | |
| EW | C | 0.16% | |
| CHTR | C | 0.15% | |
| YUM | B | 0.15% | |
| SYY | C | 0.15% | |
| EXC | D | 0.15% | |
| KR | A | 0.15% | |
| CTSH | B | 0.15% | |
| TEAM | B | 0.15% | |
| IT | C | 0.15% | |
| IDXX | F | 0.14% | |
| EXR | C | 0.14% | |
| WAB | B | 0.14% | |
| HIG | B | 0.14% | |
| RMD | C | 0.14% | |
| HUM | C | 0.14% | |
| NUE | D | 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% | |
| AVB | B | 0.13% | |
| IRM | C | 0.13% | |
| HUBS | B | 0.13% | |
| ED | D | 0.13% | |
| KDP | D | 0.13% | |
| ACGL | D | 0.13% | |
| LULU | C | 0.13% | |
| GPN | C | 0.12% | |
| TSCO | C | 0.12% | |
| DXCM | C | 0.12% | |
| ANSS | B | 0.12% | |
| NDAQ | A | 0.12% | |
| TTWO | B | 0.12% | |
| EFX | D | 0.12% | |
| RJF | A | 0.12% | |
| EBAY | C | 0.12% | |
| ALNY | D | 0.12% | |
| DD | D | 0.12% | |
| VEEV | B | 0.12% | |
| FITB | B | 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 | D | 0.11% | |
| KEYS | B | 0.11% | |
| ON | C | 0.11% | |
| CAH | B | 0.11% | |
| XYL | D | 0.11% | |
| KHC | D | 0.1% | |
| MTD | F | 0.1% | |
| HBAN | B | 0.1% | |
| NTAP | C | 0.1% | |
| CPAY | A | 0.1% | |
| EQR | B | 0.1% | |
| HSY | F | 0.1% | |
| VTR | D | 0.1% | |
| SYF | A | 0.1% | |
| BR | A | 0.1% | |
| ADM | F | 0.1% | |
| MPWR | F | 0.1% | |
| FTV | B | 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% | |
| SBAC | D | 0.09% | |
| CDW | F | 0.09% | |
| RF | B | 0.09% | |
| INVH | D | 0.08% | |
| MKC | D | 0.08% | |
| OMC | C | 0.08% | |
| PFG | C | 0.08% | |
| MDB | C | 0.08% | |
| ZBRA | A | 0.08% | |
| LH | B | 0.08% | |
| WDC | C | 0.08% | |
| CLX | C | 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% | |
| EXPD | C | 0.07% | |
| MAS | C | 0.07% | |
| ULTA | F | 0.07% | |
| BBY | D | 0.07% | |
| PINS | F | 0.07% | |
| TRMB | B | 0.07% | |
| KEY | A | 0.07% | |
| DGX | B | 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% | |
| ESS | B | 0.07% | |
| APTV | F | 0.06% | |
| DOC | C | 0.06% | |
| VRSN | F | 0.06% | |
| SSNC | A | 0.06% | |
| DG | F | 0.06% | |
| TER | F | 0.06% | |
| EG | C | 0.06% | |
| ARE | D | 0.06% | |
| GEN | A | 0.06% | |
| BMRN | F | 0.05% | |
| OKTA | C | 0.05% | |
| DLTR | D | 0.05% | |
| CAG | D | 0.05% | |
| AKAM | F | 0.05% | |
| AVTR | F | 0.05% | |
| INCY | C | 0.05% | |
| SWKS | 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: 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
JPEF: Top Represented Industries & Keywords
Industries:
Semiconductors
Credit Services
Household & Personal Products
Internet Content & Information
Software - Application
Apparel Stores
Banks - Global
Banks - Regional - US
Biotechnology
Building Materials
Capital Markets
Consumer Electronics
Diagnostics & Research
Diversified Industrials
Drug Manufacturers - Major
Engineering & Construction
Health Care Plans
Home Improvement Stores
Insurance - Diversified
Insurance - Property & Casualty
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