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Upturn AI SWOT - About
IQ Candriam ESG US Equity ETF (IQSU)
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Upturn Advisory Summary
10/10/2025: IQSU (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 27.61% | Avg. Invested days 83 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 39.22 - 50.30 | Updated Date 06/30/2025 |
52 Weeks Range 39.22 - 50.30 | Updated Date 06/30/2025 |
Upturn AI SWOT
IQ Candriam ESG US Equity ETF
ETF Overview
Overview
The IQ Candriam ESG US Equity ETF (IQSU) seeks to provide investment results that correspond generally to the price and yield performance of the Candriam ESG North America Equity Index. It focuses on US equities screened for ESG criteria, aiming for sustainable investing.
Reputation and Reliability
IndexIQ is known for its innovative ETF offerings and has a solid track record in the market.
Management Expertise
IndexIQ has a team of experienced investment professionals specializing in index-based and alternative investment strategies.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance of the Candriam ESG North America Equity Index.
Investment Approach and Strategy
Strategy: The ETF seeks to track an ESG-focused index, selecting US equities based on specific ESG criteria.
Composition The ETF primarily holds stocks of US companies that meet specific ESG (Environmental, Social, and Governance) standards.
Market Position
Market Share: IQSU has a relatively small market share compared to larger ESG-focused ETFs.
Total Net Assets (AUM): 45000000
Competitors
Key Competitors
- ESGU
- SUSL
- VSGX
- CRBN
Competitive Landscape
The ESG ETF market is competitive, with many large players. IQSU differentiates itself through its specific ESG index and screening process. Advantages include Candriam's ESG expertise; disadvantages include lower AUM compared to industry giants like ESGU, resulting in potentially lower liquidity.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial websites for specific time periods and is represented below with placeholder values. [1.2, 5.6, 12.1, 9.5, 6.3]
Benchmark Comparison: To gauge its effectiveness, benchmark the ETF's performance against the Candriam ESG North America Equity Index.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
The ETF's liquidity can be evaluated based on the average trading volume, with higher volume indicating greater liquidity.
Bid-Ask Spread
The bid-ask spread, typically small, provides information about the cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions all influence IQ Candriam ESG US Equity ETF.
Growth Trajectory
Growth trends are tied to ESG investing popularity. Changes to strategy or holdings would be driven by index adjustments reflecting ESG criteria.
Moat and Competitive Advantages
Competitive Edge
IQ Candriam ESG US Equity ETF benefits from its distinct ESG screening process and collaboration with Candriam, a firm known for its ESG expertise. The ETF focuses on companies committed to sustainability and ethical practices, potentially attracting investors seeking socially responsible investments. Candriam's research and analysis contribute to the index's construction, offering a differentiated investment strategy. However, smaller AUM can be a disadvantage compared to larger, more liquid ESG ETFs.
Risk Analysis
Volatility
Assess IQ Candriam ESG US Equity ETF's historical volatility based on standard deviation of returns.
Market Risk
The ETF faces market risk common to equity investments and risks specific to ESG factors impacting company valuations.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking ESG-focused equity exposure with a preference for ethical investing.
Market Risk
It's suited for long-term investors who prioritize ESG factors in their investment decisions.
Summary
The IQ Candriam ESG US Equity ETF (IQSU) offers investors access to US equities that meet ESG standards, tracking the Candriam ESG North America Equity Index. Its low expense ratio enhances its attractiveness to ESG-conscious investors. While its AUM is smaller compared to larger peers, the ETF's focus on sustainability and ethical practices may appeal to investors seeking socially responsible investments. The ETF's long-term performance and adherence to its ESG mandate will determine its success in the competitive landscape.
Peer Comparison
Sources and Disclaimers
Data Sources:
- IndexIQ Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results.
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 US 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.