IQ Candriam ESG International Equity ETF (IQSI)

Overview

The IQ Candriam ESG International Equity ETF (IQSI) seeks to provide investment results that correspond generally to the price and yield performance of the Candriam ESG Developed Markets ex-US Equity Index. It focuses on international developed markets outside the US, emphasizing companies with strong ESG (Environmental, Social, and Governance) characteristics. The asset allocation primarily includes equity securities.

Reputation and Reliability

IndexIQ is known for its alternative investment ETFs and its innovative approach to portfolio construction. The issuer has a track record of providing various thematic and strategy-based ETFs.

Management Expertise

IndexIQ's management team has experience in creating and managing ETFs, focusing on delivering specific investment strategies.

Goal

To track the performance of the Candriam ESG Developed Markets ex-US Equity Index, reflecting the returns of developed market equities outside the United States with an ESG focus.

Investment Approach and Strategy

Strategy: IQSI aims to replicate the Candriam ESG Developed Markets ex-US Equity Index.

Composition The ETF primarily holds equity securities of companies located in developed markets excluding the United States. These holdings are screened based on ESG criteria.

Market Share: Insufficient data available to accurately determine IQSI's precise market share.

Total Net Assets (AUM): 33983524

Key Competitors

• VEA
• IXUS
• IDEV
• ACWX

Competitive Landscape

The international equity ETF market is highly competitive, with many ETFs offering exposure to similar regions. IQSI differentiates itself through its ESG focus, which appeals to socially conscious investors. Compared to larger ETFs like VEA and IXUS, IQSI has a smaller AUM and may have lower liquidity, but its ESG mandate provides a unique selling proposition.

Historical Performance: Historical performance data varies based on the timeframe analyzed; consult fund factsheet.

Benchmark Comparison: The ETF's performance should be compared to the Candriam ESG Developed Markets ex-US Equity Index to gauge its effectiveness.

Expense Ratio: 0.45

Average Trading Volume

IQSI's average trading volume varies, check recent data to ensure sufficient liquidity before investing.

Bid-Ask Spread

The bid-ask spread represents the difference between the highest price a buyer will pay and the lowest price a seller will accept, which affects trading costs.

Market Environment Factors

Economic indicators in developed markets outside the US, sector growth prospects, and global market conditions affect IQSI's performance.

Growth Trajectory

IQSI's growth depends on the increasing investor demand for ESG investments and the performance of international developed equity markets. Future growth may be influenced by changes to the index methodology or portfolio holdings.

Competitive Edge

IQSI's primary competitive advantage lies in its focus on ESG investing within the international equity space. The fund offers investors a way to align their investments with their values by selecting companies with strong environmental, social, and governance practices. This focus can attract investors who are specifically seeking ESG-compliant investment options. While other funds offer ESG options, IQSI provides a dedicated ESG strategy for international equities, creating a niche offering.

Volatility

The ETF's volatility will be influenced by the volatility of the underlying international equity markets and the specific ESG screening methodology.

Market Risk

IQSI is subject to market risk, including fluctuations in international equity prices, currency risk, and geopolitical events impacting developed markets outside the US.

Ideal Investor Profile

The ideal investor for IQSI is one who seeks exposure to international developed equity markets while prioritizing environmental, social, and governance factors. This includes socially responsible investors and those looking to diversify their portfolio with international equities.

Market Risk

IQSI is best suited for long-term investors who align with ESG principles, but it may not be ideal for active traders seeking short-term gains due to the impact of the ETF's ESG screening methodology.

IQ Candriam ESG International Equity ETF (IQSI) offers exposure to developed international equities screened for ESG compliance. Its performance is linked to the Candriam ESG Developed Markets ex-US Equity Index. The fund appeals to socially responsible investors. It carries international market risks and boasts a small AUM. With an expense ratio of 0.45%, its advantages include a dedicated ESG strategy.

Data Sources:

• IndexIQ Website
• ETF.com
• Morningstar

Disclaimers:

The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share estimates may vary based on data source and methodology.