IQSU vs. YLDE ETF Comparison
Comparison of IQ Candriam ESG US Equity ETF (IQSU) to ClearBridge Dividend Strategy ESG ETF (YLDE)
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
YLDE
ClearBridge Dividend Strategy ESG ETF
YLDE Description
The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in dividend-paying stocks or other instruments with similar economic characteristics that offer the potential for income growth and capital appreciation over time and that meet its financial and environmental, social and governance (ESG) criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in ESG policies.Grade (RS Rating)
Last Trade
$52.87
Average Daily Volume
3,143
Number of Holdings
*
50
* may have additional holdings in another (foreign) market
Performance
| Period | IQSU | YLDE |
|---|---|---|
| 30 Days | 4.52% | 3.07% |
| 60 Days | 4.59% | 5.04% |
| 90 Days | 6.02% | 8.07% |
| 12 Months | 24.96% | 24.75% |
33 Overlapping Holdings
| Symbol | Grade | Weight in IQSU | Weight in YLDE | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 9.59% | 2.06% | 2.06% | |
| AIG | B | 0.19% | 0.88% | 0.19% | |
| AMT | D | 0.37% | 1.63% | 0.37% | |
| APD | A | 0.28% | 1.38% | 0.28% | |
| APO | B | 0.26% | 3.26% | 0.26% | |
| AVB | B | 0.13% | 1.94% | 0.13% | |
| CMCSA | B | 0.65% | 3.03% | 0.65% | |
| COF | B | 0.27% | 2.1% | 0.27% | |
| CSCO | B | 0.91% | 1.18% | 0.91% | |
| DIS | B | 0.82% | 0.77% | 0.77% | |
| FCX | D | 0.24% | 0.94% | 0.24% | |
| GILD | C | 0.43% | 0.81% | 0.43% | |
| GOOGL | C | 2.84% | 1.91% | 1.91% | |
| HD | A | 1.56% | 1.52% | 1.52% | |
| KMI | A | 0.22% | 2.42% | 0.22% | |
| LIN | D | 0.85% | 2.46% | 0.85% | |
| MET | A | 0.19% | 1.79% | 0.19% | |
| MSFT | F | 9.56% | 3.76% | 3.76% | |
| NUE | C | 0.14% | 0.87% | 0.14% | |
| PG | A | 1.58% | 1.57% | 1.57% | |
| PNC | B | 0.32% | 1.33% | 0.32% | |
| PPG | F | 0.11% | 0.89% | 0.11% | |
| PSA | D | 0.21% | 1.02% | 0.21% | |
| SBUX | A | 0.43% | 1.15% | 0.43% | |
| SRE | A | 0.23% | 3.51% | 0.23% | |
| TRV | B | 0.23% | 2.73% | 0.23% | |
| TXN | C | 0.7% | 0.68% | 0.68% | |
| UNH | C | 2.17% | 1.65% | 1.65% | |
| UPS | C | 0.38% | 0.47% | 0.38% | |
| V | A | 1.91% | 2.78% | 1.91% | |
| VMC | B | 0.14% | 2.38% | 0.14% | |
| WM | A | 0.35% | 1.6% | 0.35% | |
| WMB | A | 0.28% | 4.01% | 0.28% |
IQSU Overweight 248 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| TSLA | B | 3.69% | |
| GOOG | C | 2.55% | |
| MA | C | 1.66% | |
| BAC | A | 1.23% | |
| CRM | B | 1.2% | |
| ACN | C | 0.94% | |
| ADBE | C | 0.87% | |
| PEP | F | 0.86% | |
| AMD | F | 0.86% | |
| NOW | A | 0.82% | |
| IBM | C | 0.77% | |
| GE | D | 0.76% | |
| INTU | C | 0.7% | |
| QCOM | F | 0.67% | |
| AXP | A | 0.65% | |
| MS | A | 0.65% | |
| SPGI | C | 0.62% | |
| NEE | D | 0.61% | |
| PGR | A | 0.59% | |
| LOW | D | 0.59% | |
| AMAT | F | 0.55% | |
| TJX | A | 0.54% | |
| BX | A | 0.51% | |
| C | A | 0.5% | |
| FI | A | 0.5% | |
| PANW | C | 0.49% | |
| ADP | B | 0.48% | |
| VRTX | F | 0.46% | |
| BMY | B | 0.46% | |
| MU | D | 0.43% | |
| MMC | B | 0.43% | |
| ADI | D | 0.42% | |
| PLD | D | 0.41% | |
| KKR | A | 0.4% | |
| INTC | D | 0.4% | |
| TT | A | 0.37% | |
| ELV | F | 0.37% | |
| CI | F | 0.36% | |
| MELI | D | 0.36% | |
| LRCX | F | 0.36% | |
| SHW | A | 0.35% | |
| PH | A | 0.35% | |
| ICE | C | 0.35% | |
| PYPL | B | 0.35% | |
| NKE | D | 0.35% | |
| EQIX | A | 0.34% | |
| MDLZ | F | 0.34% | |
| KLAC | D | 0.33% | |
| CMG | B | 0.32% | |
| ITW | B | 0.32% | |
| ZTS | D | 0.32% | |
| CME | A | 0.32% | |
| WELL | 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% | |
| USB | A | 0.29% | |
| MMM | D | 0.28% | |
| MAR | B | 0.27% | |
| FDX | B | 0.26% | |
| OKE | A | 0.26% | |
| ADSK | A | 0.26% | |
| AJG | B | 0.25% | |
| DLR | B | 0.24% | |
| ECL | D | 0.24% | |
| TFC | A | 0.24% | |
| HLT | A | 0.24% | |
| SLB | C | 0.24% | |
| ABNB | C | 0.23% | |
| ROP | B | 0.23% | |
| SPG | B | 0.23% | |
| BK | A | 0.23% | |
| CARR | D | 0.23% | |
| DASH | A | 0.22% | |
| JCI | C | 0.22% | |
| AMP | A | 0.22% | |
| MPC | D | 0.22% | |
| TGT | F | 0.22% | |
| AFL | B | 0.22% | |
| FICO | B | 0.22% | |
| FTNT | C | 0.22% | |
| WDAY | B | 0.21% | |
| URI | B | 0.21% | |
| LNG | B | 0.2% | |
| ALL | A | 0.2% | |
| RCL | A | 0.2% | |
| AZO | C | 0.2% | |
| PWR | A | 0.19% | |
| FIS | C | 0.19% | |
| NEM | D | 0.19% | |
| BKR | B | 0.18% | |
| PCG | A | 0.18% | |
| CCI | D | 0.18% | |
| PEG | A | 0.18% | |
| MSCI | C | 0.18% | |
| PRU | A | 0.18% | |
| KVUE | A | 0.18% | |
| PAYX | C | 0.18% | |
| KMB | D | 0.18% | |
| VLO | C | 0.18% | |
| FAST | B | 0.18% | |
| GWW | B | 0.18% | |
| DFS | B | 0.17% | |
| EA | A | 0.16% | |
| SNOW | C | 0.16% | |
| CBRE | B | 0.16% | |
| OTIS | C | 0.16% | |
| VRSK | A | 0.16% | |
| IR | B | 0.16% | |
| EW | C | 0.16% | |
| CHTR | C | 0.15% | |
| YUM | B | 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% | |
| IDXX | F | 0.14% | |
| EXR | D | 0.14% | |
| WAB | B | 0.14% | |
| HIG | B | 0.14% | |
| RMD | C | 0.14% | |
| MTB | A | 0.14% | |
| HUM | C | 0.14% | |
| MLM | B | 0.14% | |
| HPQ | B | 0.14% | |
| DELL | C | 0.14% | |
| GIS | D | 0.14% | |
| GLW | 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% | |
| ACGL | 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% | |
| VEEV | C | 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% | |
| KEYS | A | 0.11% | |
| ON | D | 0.11% | |
| CAH | B | 0.11% | |
| XYL | D | 0.11% | |
| KHC | F | 0.1% | |
| MTD | D | 0.1% | |
| HBAN | A | 0.1% | |
| NTAP | C | 0.1% | |
| CPAY | A | 0.1% | |
| EQR | B | 0.1% | |
| HSY | F | 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% | |
| SBAC | D | 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% | |
| ESS | B | 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: 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
YLDE: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Credit Services
Oil & Gas Midstream
Semiconductors
Software - Infrastructure
Specialty Chemicals
Telecom Services
Utilities - Regulated Electric
Asset Management
Auto Manufacturers
Banks - Global
Banks - Regional - US
Beverages - Soft Drinks
Building Materials
Chemicals
Communication Equipment
Consumer Electronics
Copper
Diversified Industrials
Drug Manufacturers - Specialty & Generic
Compare ETFs
