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- Upturn Summary
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Upturn AI Summary
IQ Candriam ESG US Equity ETF(IQSU)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IQSU
10/28/2026: IQSU (2-star) has a low Upturn Star Rating. Not recommended to BUY.
IQSU is a U.S. large-cap equity ETF that integrates proprietary sustainability research from Candriam to screen and select companies. It provides investors with a core equity portfolio while avoiding firms involved in controversial activities, making it an efficient choice for values-driven investing. Key strengths include its low expense ratio, professional ESG research methodology, and broad market exposure. Potential risks include sector concentration due to ESG exclusions and the inherent market volatility of equities. It is most suitable for long-term investors prioritizing sustainability who are comfortable with the performance deviations relative to a standard, non-ESG benchmark.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund provides exposure to large-cap companies that prioritize sustainable long-term growth. |
| Momentum investor | Mixed fit | Momentum may be inconsistent if ESG-favored sectors underperform the broader market. |
| Value investor | Mixed fit | Value-oriented investors may find certain sectors excluded due to ESG criteria. |
| Dividend/Income investor | Mixed fit | While it holds dividend-paying stocks, income is not the primary objective of this fund. |
| Low-risk investor | Mixed fit | Equities inherently carry market risk, despite the risk-mitigating nature of ESG screening. |
Investor Profile
Ideal Investor Profile
Long-term investors who want to align their U.S. equity portfolio with specific sustainable and ethical values.
Suitability
Best suited for passive, long-term investors seeking ESG integration as part of their core equity allocation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund is subject to the inherent price fluctuations of the U.S. large-cap equity market. |
| Market risk | Medium / high | Broader economic downturns will negatively impact the fund's net asset value. |
| Concentration | Medium | ESG filtering may lead to sector concentrations different from the broader S&P 500. |
| Tracking/expense | Low | The low expense ratio and passive strategy minimize tracking drift. |
| Liquidity | Low | Large-cap underlying holdings generally provide sufficient liquidity for typical trading. |
| Business/sector quality | Low | The ESG screen aims to select companies with higher-quality governance and sustainable business models. |
Risk Analysis
Volatility
IQSU exhibits volatility consistent with the broader U.S. large-cap market, as ESG screens typically do not completely decouple from the primary equity cycle.
Market Risk
As an equity fund, IQSU is subject to systemic market risk, economic cycles, and interest rate sensitivity inherent to U.S. large-cap stocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 98 | This exposure provides core U.S. equity market returns while adhering to strict ESG screens. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash buffer is held to manage liquidity and daily transaction requirements. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 31.39% | Avg. Invested days 68 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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