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Upturn AI SWOT - About
IQ MacKay ESG High Income ETF (IQHI)
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Upturn Advisory Summary
08/14/2025: IQHI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 14.32% | Avg. Invested days 79 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.04 - 26.43 | Updated Date 06/29/2025 |
52 Weeks Range 24.04 - 26.43 | Updated Date 06/29/2025 |
Upturn AI SWOT
IQ MacKay ESG High Income ETF
ETF Overview
Overview
The IQ MacKay ESG High Income ETF (IQHI) seeks to provide a high level of current income while considering environmental, social, and governance (ESG) factors. It focuses on a diversified portfolio of fixed-income securities across various sectors.
Reputation and Reliability
IndexIQ is known for its alternative ETF strategies and has a solid reputation for innovation and product development.
Management Expertise
MacKay Shields LLC serves as the sub-advisor, bringing significant expertise in fixed-income investing and ESG integration.
Investment Objective
Goal
To provide a high level of current income while incorporating ESG considerations.
Investment Approach and Strategy
Strategy: Actively managed ETF that invests in a diverse portfolio of fixed-income securities screened for ESG criteria.
Composition Primarily invests in corporate bonds, high-yield bonds, emerging market debt, and other fixed-income instruments.
Market Position
Market Share: Insufficient data to provide exact market share.
Total Net Assets (AUM): 59632547.2
Competitors
Key Competitors
- HYG
- JNK
- SDHY
- ANGL
- SPHY
Competitive Landscape
The high-yield bond ETF market is competitive, with established players like HYG and JNK dominating. IQHI differentiates itself through its ESG focus. IQHI's advantage lies in its ESG screen, attracting socially conscious investors. However, its AUM is much smaller than its larger competitors, leading to potentially higher trading costs.
Financial Performance
Historical Performance: Historical performance data is not available here, refer to official fund resources for the same.
Benchmark Comparison: Benchmark comparison data is not available here, refer to official fund resources for the same.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The average trading volume varies, refer to official fund resources for current and historical trading volumes.
Bid-Ask Spread
The bid-ask spread fluctuates based on market conditions, refer to official fund resources for current and historical bid-ask spreads.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, credit spreads, and investor sentiment impact IQHI. ESG-related news and trends can also influence the fund's performance.
Growth Trajectory
Growth depends on the demand for ESG-focused fixed-income products and the ETF's ability to deliver competitive risk-adjusted returns. Changes to investment strategy may occur based on market conditions.
Moat and Competitive Advantages
Competitive Edge
IQHI's competitive advantage lies in its combination of high-income potential and ESG screening, appealing to investors seeking both financial returns and socially responsible investments. Its active management approach allows for flexible security selection and risk management. The backing of MacKay Shields further enhances its credibility and expertise. However, the fund must effectively communicate its ESG impact to stand out in a crowded market.
Risk Analysis
Volatility
Volatility is dependent on fixed income securities and market condition.
Market Risk
Risks include interest rate risk, credit risk (especially in high-yield bonds), and emerging market risk. ESG screening may also limit the investment universe, potentially impacting returns.
Investor Profile
Ideal Investor Profile
The ideal investor is one who is looking for a high income stream, prioritizes ESG factors, and is comfortable with the risks associated with fixed-income investments, including high-yield bonds and emerging market debt.
Market Risk
Suitable for long-term investors seeking income and ESG alignment, but less appropriate for short-term traders due to potential illiquidity and fluctuations.
Summary
IQ MacKay ESG High Income ETF (IQHI) aims to provide a high level of current income with an ESG focus, managed by a reputable team. Its competitive edge lies in its dual mandate of income and ESG. However, investors should be aware of risks like credit risk and interest rate sensitivity. The fund is suitable for long-term investors who prioritize both income and responsible investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- IndexIQ Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Please consult with a financial advisor before making any investment decisions. Market share data is estimated based on available resources and may not be exact.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About IQ MacKay ESG High Income ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective through investments in debt instruments offering attractive levels of yield. It will not invest in instruments of corporate issuers that have been determined by the Subadvisor, through its own analysis or using third party data, to not be in compliance with the Principles of the UN Global Compact.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.