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Upturn AI SWOT - About
Invesco ESG NASDAQ 100 ETF (QQMG)
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Upturn Advisory Summary
08/14/2025: QQMG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 50.12% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.16 | 52 Weeks Range 27.31 - 37.72 | Updated Date 06/29/2025 |
52 Weeks Range 27.31 - 37.72 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco ESG NASDAQ 100 ETF
ETF Overview
Overview
The Invesco ESG NASDAQ 100 ETF (QQMG) seeks to track the investment results of the NASDAQ-100 ESG Index. It focuses on large-cap growth companies within the Nasdaq-100 Index while incorporating ESG (Environmental, Social, and Governance) factors. The asset allocation primarily consists of equities in technology and related sectors. The investment strategy involves screening companies based on ESG criteria and weighting them accordingly.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and extensive experience in providing ETFs.
Management Expertise
Invesco has a dedicated team of portfolio managers and analysts with expertise in ESG investing and index tracking.
Investment Objective
Goal
To track the investment results (before fees and expenses) of the NASDAQ-100 ESG Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the NASDAQ-100 ESG Index.
Composition The ETF holds primarily stocks of large-cap companies within the Nasdaq-100 that meet specific ESG criteria.
Market Position
Market Share: QQMG has a smaller market share compared to non-ESG focused NASDAQ 100 trackers.
Total Net Assets (AUM): 170130000
Competitors
Key Competitors
- Invesco QQQ Trust (QQQ)
- iShares ESG Aware MSCI USA ETF (ESGU)
- Xtrackers S&P 500 ESG ETF (SNPE)
Competitive Landscape
The ETF industry is highly competitive. QQMG faces competition from broader NASDAQ-100 trackers like QQQ and other ESG-focused ETFs. QQMG's advantage lies in its specific focus on ESG within the NASDAQ-100, while a disadvantage is its relatively smaller AUM and trading volume compared to larger competitors like QQQ.
Financial Performance
Historical Performance: Historical performance data is dependent on the time period reviewed. Investors should refer to the fund's official website for details.
Benchmark Comparison: Performance should be compared against the NASDAQ-100 ESG Index to evaluate tracking effectiveness.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The average trading volume of QQMG is moderate, allowing for relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, technology sector growth prospects, and investor sentiment towards ESG are key factors influencing QQMG.
Growth Trajectory
Growth depends on the increasing adoption of ESG investing and the performance of the NASDAQ-100 index.
Moat and Competitive Advantages
Competitive Edge
QQMG's competitive edge lies in its unique combination of NASDAQ-100 exposure with an ESG filter. This caters to investors seeking growth in technology and related sectors, with a focus on responsible investing. The ESG screening process aims to exclude companies with negative environmental, social, and governance impacts. This targeted approach may appeal to investors seeking to align their investments with their values. Further, its low expense ratio enhances its competitiveness.
Risk Analysis
Volatility
Historical volatility would be similar to the NASDAQ-100, potentially higher than broader market indexes.
Market Risk
The ETF is subject to market risk, particularly related to the technology sector and changes in investor sentiment towards ESG investments.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking growth in the technology sector with a focus on ESG principles. This includes investors who want to align their investments with environmental, social, and governance values.
Market Risk
The ETF is suitable for long-term investors who are comfortable with moderate to high risk associated with technology stocks.
Summary
The Invesco ESG NASDAQ 100 ETF (QQMG) provides exposure to large-cap growth companies within the Nasdaq-100 while incorporating ESG factors. It offers a targeted approach to ESG investing within the tech sector. The ETF is suitable for investors seeking growth and sustainability. While it has a lower AUM and market share than major competitors, it benefits from Invesco's expertise and offers a unique investment proposition.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official 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, and past performance is not indicative of future results. 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 Invesco ESG NASDAQ 100 ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is designed to measure the performance of companies included in the Nasdaq-100® Index (the "parent index") that also meet the index provider's ESG criteria. The parent index includes securities of 100 of the largest domestic and international non-financial companies listed on the Nasdaq Stock Market LLC based on market capitalization. The fund is non-diversified.
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.