Invesco ESG NASDAQ Next Gen 100 ETF (QQJG)

Overview

The Invesco ESG NASDAQ Next Gen 100 ETF (QQJG) seeks to track the investment results of the NASDAQ Next Generation 100 ESG Index, which measures the performance of 100 of the largest Nasdaq-listed non-financial companies outside of the NASDAQ-100 Index, screened for environmental, social and governance (ESG) criteria. It focuses on mid-cap growth companies within the Nasdaq ecosystem that demonstrate positive ESG characteristics.

Reputation and Reliability

Invesco is a well-established global investment management firm with a strong reputation and a long track record of offering a wide range of ETFs and other investment products.

Management Expertise

Invesco has a team of experienced portfolio managers and analysts who specialize in ETF management and ESG investing.

Goal

To track the investment results of the NASDAQ Next Generation 100 ESG Index.

Investment Approach and Strategy

Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the NASDAQ Next Generation 100 ESG Index. It holds stocks in proportion to their weighting in the index.

Composition The ETF primarily holds stocks of mid-capitalization companies within the NASDAQ exchange, excluding financial companies and those already included in the NASDAQ-100, screened for ESG criteria.

Market Share: Data not available to accurately measure this ETF's market share.

Total Net Assets (AUM): 33020000

Key Competitors

• XJH (iShares ESG Aware MSCI USA ETF)
• ESGU (iShares ESG Aware MSCI USA ETF)
• VESG (Vanguard ESG U.S. Stock ETF)

Competitive Landscape

The ETF industry is highly competitive, with numerous providers offering ESG-focused funds. QQJG differentiates itself through its focus on the 'Next Gen' (mid-cap) Nasdaq companies and stringent ESG criteria. A disadvantage of QQJG is its lower AUM compared to its more established competitors, making it less liquid and potentially have higher trading costs.

Historical Performance: Historical performance data can be obtained from Invesco's official website or financial data providers. Please note that past performance is not indicative of future results.

Benchmark Comparison: QQJG's performance should be compared to the NASDAQ Next Generation 100 ESG Index to determine its tracking effectiveness.

Expense Ratio: 0.2

Average Trading Volume

The average trading volume of QQJG can fluctuate, but it is generally considered moderate, potentially impacting ease of entry and exit.

Bid-Ask Spread

The bid-ask spread is generally low, but may widen during periods of market volatility.

Market Environment Factors

Economic growth, interest rates, technological advancements, and regulatory changes can all impact the performance of the mid-cap growth stocks held by QQJG. Specific impacts vary from sector to sector.

Growth Trajectory

QQJG's growth depends on the performance of the Nasdaq Next Generation 100 ESG Index, which is influenced by the growth and innovation of the underlying mid-cap companies.

Competitive Edge

QQJG offers a unique focus on the mid-cap segment of Nasdaq-listed companies with a dedicated ESG overlay, allowing investors to tap into the growth potential of innovative, environmentally responsible companies. The stringent ESG criteria ensures that only companies with strong ESG profiles are included. This differentiates it from broader ESG ETFs that may include larger companies with varying ESG scores. However, its recent inception means it lacks the established track record of some competitors.

Volatility

QQJG's volatility is expected to be moderate to high, reflecting the inherent volatility of mid-cap growth stocks.

Market Risk

QQJG is subject to market risk, meaning that the value of the ETF can fluctuate based on overall market conditions and investor sentiment. Specific sector risks are applicable depending on sector exposure.

Ideal Investor Profile

QQJG is suited for investors seeking exposure to mid-cap growth stocks with an ESG focus. It is suited to investors who believe ESG factors contribute to long-term value and who are willing to accept moderate to high volatility.

Market Risk

QQJG is best suited for long-term investors with a moderate to high risk tolerance who want to invest in companies with strong ESG practices.

The Invesco ESG NASDAQ Next Gen 100 ETF (QQJG) provides exposure to mid-cap growth stocks listed on the NASDAQ exchange with a focus on environmental, social, and governance factors. Its objective is to track the NASDAQ Next Generation 100 ESG Index. The ETF appeals to investors seeking both growth potential and responsible investing. The expense ratio is relatively low but it is also still relatively new to the market therefore its performance is subject to change. Investors should consider the risks associated with mid-cap stocks and the potential impact of ESG screening on returns.

Data Sources:

• Invesco Official Website
• Nasdaq Official Website
• Various Financial Data Providers

Disclaimers:

The information provided is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Past performance is not indicative of future results.