IQSI - ETF AI Analysis
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IQ Candriam ESG International Equity ETF (IQSI)
IQSI, the IQ Candriam ESG International Equity ETF, has a solid overall rating driven mainly by high-quality global leaders like ASML, Novartis, AstraZeneca, and Toyota, which show strong financial health, growth potential, and generally supportive technical and valuation trends. The fund’s rating is held back somewhat by names such as SAP and Commonwealth Bank of Australia, where bearish momentum, leverage, or valuation concerns introduce more caution. A key risk factor is the ETF’s meaningful exposure to a few large international companies and sectors like healthcare and technology, which can increase sensitivity to sector-specific or regional downturns.
IQSI vs. SPDR S&P 500 ETF (SPY)
- AUM
- 251.25M
- Region
- Developed Markets
- Expense Ratio
- 0.15%
- Beta
- 0.74
- Issuer
- NYLIM
- Inception Date
- Dec 17, 2019
- Dividend Yield
- 2.69%
- Asset Class
- Equity
- Index Tracked
- IQ Candriam ESG International Equity Index
IQSI Summary
IQ Candriam ESG International Equity ETF (IQSI) is a global stock fund that follows the IQ Candriam ESG International Equity Index, focusing on companies that meet strict environmental, social, and governance (ESG) standards. It owns a wide mix of businesses from countries like Japan, the UK, and Europe, including well-known names such as Nestlé and Toyota. Investors might consider IQSI for broad international diversification while supporting more sustainable companies. However, because it invests in stocks around the world, its value can go up and down with global markets.
How much will it cost me?
IQSI has an annual expense ratio of 0.15%, which means you’ll pay about $1.50 per year for every $1,000 invested. This cost is slightly higher than the cheapest broad index ETFs because IQSI is passively managed but adds specialized ESG screening and research, which increases expenses a bit compared with plain-vanilla index funds.
What would affect this ETF?
This ETF could benefit if developed markets outside the U.S. grow steadily, if demand for technology, healthcare, and consumer brands like ASML, Roche, Nestlé, and Toyota stays strong, and if ESG-friendly regulations and investor interest continue to expand. On the negative side, slower global growth, banking or financial sector stress, tighter regulations on large international companies, or waning enthusiasm for ESG investing could weigh on performance.
IQSI Top 10 Holdings
IQSI leans heavily on international heavyweights, with semiconductor star ASML and testing specialist Advantest doing much of the lifting as their shares keep rising, giving the fund a clear tilt toward tech and chip-related names. On the defensive side, Nestlé is steady but not particularly exciting, while AstraZeneca and Toyota have been lagging and occasionally sap some momentum. Strong showings from pharma leaders Roche and Novartis help balance things out. Overall, it’s a developed-markets mix anchored in Europe and Japan, with no single stock dominating the story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NL:ASML | ASML Holding NV | 4.19% | $10.55M | EUR 529.05B | 45.71% | 76Outperform |
 RHHVF | Roche Holding AG | ― | ― | ― | ― | 73Outperform |
 AZN | AstraZeneca | ― | ― | ― | ― | 80Outperform |
 CH:NESN | Nestlé SA | 1.97% | $4.97M | CHF 217.12B | 8.87% | 71Outperform |
 CH:NOVN | Novartis AG | 1.82% | $4.59M | CHF 240.72B | 32.30% | 80Outperform |
 DE:SAP | SAP SE | 1.71% | $4.31M | EUR 241.28B | -5.20% | 66Neutral |
 DE:SIE | Siemens | 1.58% | $3.97M | EUR 205.62B | 12.88% | 74Outperform |
 AU:CBA | Commonwealth Bank of Australia | 1.37% | $3.45M | AUD 279.57B | -4.51% | 64Neutral |
 JP:7203 | Toyota Motor | 1.21% | $3.05M | JPY 36.13T | -4.03% | 80Outperform |
 JP:6857 | Advantest | 1.16% | $2.92M | JPY 24.95T | 58.72% | 75Outperform |
IQSI Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IQSI, the sentiment is Positive. The current price of 38.74 is above the 20-day moving average (MA) of 37.96, above the 50-day MA of 38.29, and above the 200-day MA of 37.36, indicating a bullish trend. The MACD of -0.00 indicates Negative momentum. The RSI at 59.48 is Neutral, neither overbought nor oversold. The STOCH value of 56.55 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IQSI.
IQSI Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IQSI | $38.74 | $41.00(5.84% Upside) | $251.25M | 0.15% | 66Neutral |
 WSML | $34.71 | $43.12(24.22% Upside) | $668.91M | 0.30% | 63Neutral |
 GDIV | $18.91 | $21.17(11.93% Upside) | $237.89M | 0.50% | 73Outperform |
 QWLD | $161.10 | $192.29(19.36% Upside) | $177.75M | 0.30% | 71Outperform |
 WLDR | $44.69 | $56.96(27.47% Upside) | $142.69M | 0.67% | 69Neutral |
 ESGG | $239.98 | $288.73(20.32% Upside) | $118.05M | 0.42% | 72Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IQSI | IQ Candriam ESG International Equity ETF | 38.74 | 5.38 | 16.14% | |
| WSML | iShares MSCI World Small-Cap ETF | 34.71 | 5.55 | 19.04% | |
| GDIV | Harbor Dividend Growth Leaders ETF | 18.91 | 2.97 | 18.60% | |
| QWLD | SPDR MSCI World StrategicFactors ETF | 161.10 | 23.38 | 16.97% | |
| WLDR | Affinity World Leaders Equity ETF | 44.69 | 11.23 | 33.58% | |
| ESGG | Northern Trust Stoxx Global Esg Select Etf | 239.97 | 42.89 | 21.76% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.