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Upturn AI SWOT - About
Invesco ESG NASDAQ 100 ETF (QQMG)
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Upturn Advisory Summary
10/10/2025: 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 53% | Avg. Invested days 67 | 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 10/10/2025 |
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, providing exposure to large-cap growth stocks with consideration for environmental, social, and governance (ESG) factors. The ETF invests in a diverse portfolio of companies within the NASDAQ 100, excluding those with lower ESG ratings based on the Solactive methodology. The investment strategy emphasizes market-cap weighting within the eligible universe.
Reputation and Reliability
Invesco is a well-established and reputable asset management firm with a long history of managing various investment products, including ETFs. They are known for their broad range of ETF offerings and commitment to innovation.
Management Expertise
Invesco's management team comprises experienced professionals with expertise in ETF management, index tracking, and ESG investing. They leverage proprietary methodologies and data to construct and manage the ETF's portfolio.
Investment Objective
Goal
To track the investment results of the NASDAQ-100 ESG Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the NASDAQ-100 ESG Index by investing in a portfolio of stocks that closely mirrors the index's composition, subject to ESG screening.
Composition The ETF primarily holds stocks of large-cap companies within the NASDAQ 100, excluding those with low ESG scores based on the index methodology. The portfolio may also include cash or other instruments to facilitate efficient tracking.
Market Position
Market Share: Unknown
Total Net Assets (AUM): 59350000
Competitors
Key Competitors
- iShares ESG Aware MSCI USA ETF (ESGU)
- Xtrackers S&P 500 ESG ETF (SNPE)
Competitive Landscape
The competitive landscape includes a range of ESG-focused ETFs. QQMG provides exposure to the tech-heavy Nasdaq 100 with an ESG overlay, differentiating it from broader market ESG ETFs. Its competitive advantage lies in its focused exposure and Invesco's expertise, but it may have higher concentration risk than more diversified ESG ETFs.
Financial Performance
Historical Performance: Need Data
Benchmark Comparison: Need Data
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, indicated by its average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
QQMG's performance is influenced by factors affecting the tech sector, overall market sentiment, and investor demand for ESG investments. Economic indicators, interest rates, and regulatory changes related to ESG can also impact its performance.
Growth Trajectory
The ETF's growth trajectory depends on the continued interest in ESG investing and the performance of the NASDAQ 100. Changes to the index methodology and portfolio holdings may also affect its future performance.
Moat and Competitive Advantages
Competitive Edge
QQMG's competitive edge lies in its unique combination of NASDAQ 100 exposure and ESG screening. It offers investors access to high-growth tech stocks with a focus on sustainability and responsible investing. Invesco's established track record and expertise in ETF management further enhance its appeal. The ETF's concentration in the tech sector might give it an edge during tech-led bull markets. The NASDAQ 100 brand recognition adds to its marketing and visibility.
Risk Analysis
Volatility
The ETF's historical volatility is likely to be similar to that of the NASDAQ 100, reflecting its concentration in the tech sector.
Market Risk
The ETF is subject to market risk, including the potential for declines in the value of its underlying assets. Specific risks include sector concentration risk (tech), ESG screening risk (potential for underperformance), and index tracking risk.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking growth potential with an ESG focus, comfortable with tech sector concentration, and has a moderate to high risk tolerance.
Market Risk
The ETF is suitable for long-term investors seeking capital appreciation and willing to accept a higher level of risk associated with growth stocks and sector concentration.
Summary
The Invesco ESG NASDAQ 100 ETF (QQMG) provides exposure to the growth potential of the NASDAQ 100 while incorporating ESG considerations. It's a suitable option for investors prioritizing ESG factors and growth-oriented investments but with a slightly focused investment based on Tech stocks. Its performance is influenced by market conditions, technology sector trends, and investor sentiment towards ESG investing. The expense ratio is reasonable, but investors should be aware of the risks associated with sector concentration and potential tracking error.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should conduct their own due diligence and 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.
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