Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
IQ Candriam ESG US Equity ETF (IQSU)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: 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 25.05% | Avg. Invested days 75 | 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 08/14/2025 |
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 track the performance of the IQ Candriam ESG US Equity Index, which focuses on U.S. companies with strong environmental, social, and governance (ESG) profiles. The ETF aims for long-term capital appreciation by investing in a diversified portfolio of U.S. equities that meet specific ESG criteria.
Reputation and Reliability
IndexIQ is known for its innovative ETF offerings, particularly in the areas of alternative investments and thematic strategies. The firm has a solid track record of providing well-managed and transparent ETFs.
Management Expertise
The management team at IndexIQ brings significant experience in investment management and ETF development, ensuring disciplined execution of the fund's investment strategy.
Investment Objective
Goal
To track the performance of the IQ Candriam ESG US Equity Index, reflecting the performance of U.S. companies with strong ESG characteristics.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index, the IQ Candriam ESG US Equity Index, which selects U.S. equities based on ESG criteria.
Composition The ETF primarily holds stocks of U.S. companies across various sectors that meet the index's ESG standards.
Market Position
Market Share: IQSU holds a niche market share within the broader ESG-focused US equity ETF landscape.
Total Net Assets (AUM): 58342888
Competitors
Key Competitors
- ESGU
- SUSL
- VSGX
Competitive Landscape
The ESG ETF market is highly competitive, with several large players offering similar investment strategies. IQSU's competitive advantage lies in its specific ESG index methodology and potential for differentiation. However, it faces challenges in terms of AUM and brand recognition compared to larger, more established competitors like ESGU. IQSU needs to showcase superior performance or unique ESG factors to stand out.
Financial Performance
Historical Performance: Historical performance data is variable and influenced by market conditions and the specific ESG factors considered by the index.
Benchmark Comparison: The ETF's performance should be compared to its benchmark index to determine its tracking efficiency and any deviations due to the ESG screening process.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
IQSU's average trading volume is moderate and can fluctuate based on market interest and investor activity.
Bid-Ask Spread
The bid-ask spread is typically reasonable, reflecting the ETF's liquidity and trading activity.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and increasing investor focus on ESG factors all affect IQSU.
Growth Trajectory
IQSU's growth trajectory is dependent on the broader adoption of ESG investing and its ability to attract assets within the competitive ESG ETF landscape.
Moat and Competitive Advantages
Competitive Edge
IQSU benefits from IndexIQ's expertise in thematic ETF development and its specific ESG index methodology. The ETF's focus on companies with strong ESG profiles offers a unique investment opportunity for investors seeking socially responsible investments. The fund's transparent ESG screening process enhances its appeal to ethically conscious investors. The strong ESG focus offers a differentiating factor in a crowded marketplace. These factors combine to create a competitive advantage.
Risk Analysis
Volatility
IQSU's volatility is influenced by the volatility of the underlying U.S. equity market and the specific ESG factors considered in its index.
Market Risk
Market risk is a primary concern for IQSU, as its underlying assets are subject to the fluctuations of the broader U.S. equity market.
Investor Profile
Ideal Investor Profile
The ideal investor is one looking for an ESG-focused approach to US equity investing.
Market Risk
IQSU is suitable for long-term investors who prioritize ESG factors and seek exposure to U.S. equities with strong sustainability characteristics.
Summary
IQ Candriam ESG US Equity ETF (IQSU) offers investors exposure to U.S. equities with strong environmental, social, and governance (ESG) profiles. It tracks the IQ Candriam ESG US Equity Index, providing a disciplined approach to sustainable investing. The ETF faces competition from larger ESG ETFs but differentiates itself through its specific ESG criteria. It is suitable for long-term investors seeking socially responsible investments within the U.S. equity market. The ETF will continue to grow with the market awareness of ESG investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- IndexIQ Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data is subject to change.
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.