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IQ Candriam ESG International Equity ETF (IQSI)
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Upturn Advisory Summary
11/07/2025: 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 -6.66% | Avg. Invested days 57 | 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 11/07/2025 |
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 (IQSI) seeks to provide investment results that correspond generally to the price and yield performance of the Candriam ESG North America Developed Markets Index. The fund invests in companies located in developed markets outside North America, selected based on ESG criteria.
Reputation and Reliability
IndexIQ is a well-regarded provider of alternative investment solutions, including ETFs. They have a proven track record of managing various ETF strategies.
Management Expertise
The management team at IndexIQ has extensive experience in investment management, particularly in alternative investments and ETF structuring.
Investment Objective
Goal
To track the performance of the Candriam ESG North America Developed Markets Index, which measures the performance of ESG-focused equities in developed markets outside of North America.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, seeking to replicate the index's composition and weightings. It rebalances regularly to maintain alignment with the index.
Composition The ETF primarily holds stocks of companies located in developed markets outside of North America. These companies meet specific ESG criteria established by Candriam.
Market Position
Market Share: IQSI holds a relatively small market share compared to larger, more established international equity ETFs.
Total Net Assets (AUM): 38480982
Competitors
Key Competitors
- VEA
- IEFA
- VXUS
Competitive Landscape
The international equity ETF market is highly competitive. IQSI distinguishes itself with its ESG focus, appealing to socially conscious investors. However, larger competitors benefit from greater economies of scale and higher trading volumes. IQSI's advantage lies in its targeted ESG approach, but it faces the challenge of competing with the lower expense ratios and greater liquidity of broader market ETFs.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable sources such as Morningstar, Yahoo Finance, or the ETF provider's website.
Benchmark Comparison: Performance should be compared to the Candriam ESG North America Developed Markets Index to assess tracking accuracy.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
The average trading volume is moderate, which could impact transaction costs, especially for large trades.
Bid-Ask Spread
The bid-ask spread varies but is generally competitive, reflecting moderate liquidity.
Market Dynamics
Market Environment Factors
Global economic conditions, geopolitical events, and currency fluctuations significantly impact the performance of international equity ETFs. Additionally, shifts in ESG investing trends can influence investor demand for IQSI.
Growth Trajectory
Growth depends on the increasing adoption of ESG investing strategies and the fund's ability to attract assets from investors seeking socially responsible investments.
Moat and Competitive Advantages
Competitive Edge
IQSI's competitive edge stems from its focus on ESG factors within the international equity market, appealing to socially conscious investors. The fund's index, created by Candriam, offers a specific and potentially attractive approach to ESG investing. The relatively low expense ratio also contributes to its competitiveness. However, the ETF's AUM is smaller than some of its larger competitors.
Risk Analysis
Volatility
Historical volatility will fluctuate with international market volatility.
Market Risk
The ETF is subject to international market risk, currency risk, and specific risks associated with ESG-focused investments. Underperforming companies or economic slowdowns in the region can significantly affect the ETF.
Investor Profile
Ideal Investor Profile
IQSI is ideally suited for investors who prioritize ESG factors in their investment decisions and seek exposure to developed international equity markets.
Market Risk
This ETF is best suited for long-term investors with a moderate risk tolerance who value socially responsible investing.
Summary
IQ Candriam ESG International Equity ETF provides access to international developed market equities screened for ESG compliance. Its relatively small size and reliance on a specific index differentiates it from larger competitors with broader market exposure. The low expense ratio is attractive for cost-conscious investors. It is suitable for investors with a moderate risk tolerance looking to integrate ESG factors into their portfolios.
Similar ETFs
Sources and Disclaimers
Data Sources:
- IndexIQ
- Morningstar
- Yahoo Finance
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Consult a financial advisor before making any investment decisions. Market share data may be approximate and based on publicly available information.
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.