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Upturn AI SWOT - About
Iq Candriam ESG U.S. Mid Cap Equity ETF (IQSM)
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Upturn Advisory Summary
08/14/2025: IQSM (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 19.15% | Avg. Invested days 74 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 26.70 - 35.00 | Updated Date 06/29/2025 |
52 Weeks Range 26.70 - 35.00 | Updated Date 06/29/2025 |
Upturn AI SWOT
Iq Candriam ESG U.S. Mid Cap Equity ETF
ETF Overview
Overview
The Iq Candriam ESG U.S. Mid Cap Equity ETF (IQSU) seeks to provide investment results that correspond generally to the price and yield performance of the IQ Candriam ESG US Mid Cap Index. It focuses on U.S. mid-cap companies with strong environmental, social, and governance (ESG) profiles.
Reputation and Reliability
IndexIQ is a well-regarded issuer known for its innovative ETF products and factor-based strategies.
Management Expertise
The management team at IndexIQ has extensive experience in ETF portfolio management and index construction.
Investment Objective
Goal
To track the performance of U.S. mid-cap companies with favorable ESG characteristics.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the IQ Candriam ESG US Mid Cap Index. It uses a passive investment strategy.
Composition The ETF primarily holds stocks of mid-cap U.S. companies that meet specific ESG criteria.
Market Position
Market Share: IQSU has a relatively small market share compared to broader mid-cap ETFs.
Total Net Assets (AUM): 29312691
Competitors
Key Competitors
- XJH US Equity ETF (XJH)
- NURE US Equity ETF (NURE)
- KGRN US Equity ETF (KGRN)
- ESGW US Equity ETF (ESGW)
- ESML iShares ESG Aware MSCI USA Small-Cap ETF (ESML)
Competitive Landscape
The ESG mid-cap ETF market is competitive, with several funds vying for investor attention. IQSU's advantage lies in its specific index and ESG methodology. A disadvantage is lower AUM compared to larger ESG ETFs.
Financial Performance
Historical Performance: Historical performance data can be retrieved from financial websites like Yahoo Finance or ETFdb.com. Numerical data to be retrieved by the user.
Benchmark Comparison: Benchmark comparisons can be conducted using tools that track ETF and index performance. Numerical data to be retrieved by the user.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
The ETF's liquidity, assessed by its average trading volume, is moderate.
Bid-Ask Spread
The bid-ask spread is typically low to moderate, reflecting the ETF's trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards ESG investing influence IQSU.
Growth Trajectory
Growth depends on increased adoption of ESG investing and performance relative to non-ESG peers; changes include adjustments to holdings based on index updates.
Moat and Competitive Advantages
Competitive Edge
IQSU's competitive edge lies in its distinct focus on ESG factors within the U.S. mid-cap space, aligning with investors seeking socially responsible investments. Its methodology for ESG screening and index construction provides a differentiated offering. The fund benefits from the expertise of IndexIQ in developing innovative ETF strategies and Candriamu2019s ESG research. This combination aims to deliver a portfolio that balances financial performance with ESG principles, attracting investors who prioritize both.
Risk Analysis
Volatility
Volatility depends on the overall market conditions and the volatility of the underlying mid-cap stocks. Historical volatility can be reviewed on financial websites.
Market Risk
IQSU is subject to market risk, particularly the risk associated with mid-cap stocks and sectors with high ESG scrutiny.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking ESG-focused exposure to U.S. mid-cap equities for long-term capital appreciation.
Market Risk
IQSU is suitable for long-term investors seeking ESG integration and diversification.
Summary
The IQ Candriam ESG U.S. Mid Cap Equity ETF offers investors a focused approach to investing in U.S. mid-cap companies with strong ESG profiles. The ETF tracks the IQ Candriam ESG US Mid Cap Index and offers a diversified portfolio of socially responsible companies. However, IQSUu2019s competitive landscape includes larger and more established ESG ETFs. Investors should consider the relatively lower AUM and trading volume alongside their ESG investment goals.
Peer Comparison
Sources and Disclaimers
Data Sources:
- IndexIQ
- ETFdb.com
- Yahoo Finance
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
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 U.S. Mid Cap Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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. Under normal circumstances, at least 80% of the value of its assets in U.S. equity securities of mid-capitalization companies.
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