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Upturn AI SWOT - About
IQ Candriam ESG International Equity ETF (IQSI)
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Upturn Advisory Summary
09/16/2025: IQSI (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 -7.31% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 25.89 - 33.17 | Updated Date 06/30/2025 |
52 Weeks Range 25.89 - 33.17 | Updated Date 06/30/2025 |
Upturn AI SWOT
IQ Candriam ESG International Equity ETF
ETF Overview
Overview
The IQ Candriam ESG International Equity ETF (IQXX) seeks to provide investment results that correspond generally to the price and yield performance of the Candriam Index Eq Europe Developed ex UK, which provides exposure to developed European equities with ESG considerations.
Reputation and Reliability
IndexIQ is known for its innovative approach to ETF construction, offering a variety of thematic and alternative strategies.
Management Expertise
IndexIQ's management team has experience in index-based investing and ETF management.
Investment Objective
Goal
To replicate the performance of the Candriam Index Eq Europe Developed ex UK, focusing on developed European equities while incorporating Environmental, Social, and Governance (ESG) factors.
Investment Approach and Strategy
Strategy: Tracks the Candriam Index Eq Europe Developed ex UK.
Composition Primarily holds stocks of companies located in developed European countries, excluding the UK, selected based on ESG criteria.
Market Position
Market Share: Data not readily available for precise market share. Market Share will be an Estimate.
Total Net Assets (AUM): 7940000
Competitors
Key Competitors
- VEUR
- IEUR
- VGK
Competitive Landscape
The European equity ETF market is highly competitive. IQXX differentiates itself through its ESG focus. Competitors offer broader market exposure and may have lower expense ratios, providing a trade-off between ESG integration and cost.
Financial Performance
Historical Performance: Historical performance data needs to be collected directly from financial data providers.
Benchmark Comparison: Benchmark comparisons require access to real-time financial data and analysis against the underlying index.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
The ETF's average trading volume is low, indicating lower liquidity.
Bid-Ask Spread
Given the low trading volume, the bid-ask spread may be wider than more liquid ETFs.
Market Dynamics
Market Environment Factors
Economic conditions in Europe, sector-specific growth prospects within European markets, and investor sentiment towards ESG investing will influence IQXX.
Growth Trajectory
Growth depends on the increasing adoption of ESG investing principles and the performance of European equity markets. Future strategies may involve adjustments to ESG screening methodologies.
Moat and Competitive Advantages
Competitive Edge
IQ Candriam ESG International Equity ETFu2019s competitive advantage lies in its specific ESG screening methodology applied to developed European equities, excluding the UK, catering to investors seeking ethical and sustainable investments. It offers a focused approach, potentially attracting investors concerned with ESG factors in their international equity exposure. However, its success depends on investor demand for its specific ESG criteria and the performance of its underlying index. The low expense ratio helps compete with others.
Risk Analysis
Volatility
Historical volatility data needs to be collected directly from financial data providers.
Market Risk
The fund is subject to market risk associated with European equities, including economic downturns, geopolitical events, and currency fluctuations. Specific risks include ESG screening excluding potential higher-performing companies.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to developed European equities with a specific focus on ESG considerations are the ideal investors.
Market Risk
Suitable for long-term investors who prioritize ESG factors and are willing to accept the risks associated with international equity investing.
Summary
IQ Candriam ESG International Equity ETF offers a targeted approach to investing in developed European equities with an ESG overlay. Its performance is tied to the Candriam Index Eq Europe Developed ex UK, making it suitable for investors who prioritize sustainability. The ETF's competitiveness will depend on its ability to attract investors interested in its specific ESG criteria and managing its low liquidity. A low expense ratio of .09 gives investors another advantage.
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. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
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 Candriam ESG International Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
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.