IQSM - ETF AI Analysis
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IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating solid recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors such as industrials, technology, health care, financials, and consumer-related areas, which helps reduce the impact of weakness in any single industry.
Low Expense Ratio
The fund’s relatively low annual fee means less of your return is eaten up by costs compared with many actively managed funds.
Negative Factors
U.S.-Only Geographic Exposure
Almost all of the ETF’s assets are invested in U.S. companies, offering little diversification across different countries and regions.
Mid-Cap Volatility Risk
Because the fund focuses on mid-sized companies, its share price may swing more than funds that hold larger, more established firms.
Sector Tilts Toward Industrials and Technology
The relatively heavy weighting in industrials and technology means the fund could be more affected if these sectors face a downturn.
IQSM vs. SPDR S&P 500 ETF (SPY)
AUM330.25M
RegionNorth America
Expense Ratio0.15%
Beta0.90
IssuerNew York Life Investments
Inception DateOct 25, 2022
Dividend Yield1.04%
Asset ClassEquity
Index TrackedNYLI Candriam U.S. Mid Cap Equity Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,142
30 Day Avg. Volume13,106
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
44.56Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering241
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IQSM Summary
IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM) tracks the NYLI Candriam U.S. Mid Cap Equity Index, focusing on medium‑sized U.S. companies that meet environmental, social, and governance (ESG) standards. It spreads money across many sectors like industrials, technology, and health care, with holdings such as Albemarle and Burlington Stores. Someone might invest in IQSM to seek long-term growth from mid-sized companies while also supporting more sustainable business practices. A key risk is that mid-cap stocks can be more volatile than large, well-known companies, so the value of this ETF can rise and fall significantly with the market.
How much will it cost me?The IQ Candriam ESG U.S. Mid Cap Equity ETF (Ticker: IQSM) has an expense ratio of 0.15%. This means you’ll pay $1.50 per year for every $1,000 invested. This expense ratio is lower than average because the fund is passively managed, tracking an index rather than relying on active management.
What would affect this ETF?The IQ Candriam ESG U.S. Mid Cap Equity ETF could benefit from growing interest in sustainable investing and the strong performance of mid-cap companies, particularly in sectors like technology and healthcare, which are well-represented in its holdings. However, potential risks include economic slowdowns or rising interest rates, which could negatively impact mid-cap stocks and sectors like consumer cyclical and real estate. Regulatory changes affecting ESG criteria or specific industries could also influence the ETF's future performance.
IQSM Top 10 Holdings
IQSM is leaning into U.S. mid-cap industrials and tech, with names like Sterling Infrastructure, MasTec, and MACOM doing much of the heavy lifting as their shares continue to climb. Twilio and Revolution Medicines add a punch of higher-risk growth, with Twilio’s rebound helping and Revolution’s more volatile biotech story a bit of a wild card. On the flip side, Albemarle has been losing steam lately, acting as a mild drag. Overall, the fund is broadly diversified across sectors but still very much a U.S.-centric, mid-cap growth-and-ESG play.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| TechnipFMC | 1.17% | $3.84M | $28.22B | 97.55% | 80 Outperform | |
| Twilio | 1.15% | $3.78M | $30.97B | 73.14% | 70 Neutral | |
| Revolution Medicines | 1.12% | $3.69M | $32.71B | 279.08% | 52 Neutral | |
| nVent Electric | 1.10% | $3.60M | $26.82B | 143.42% | 76 Outperform | |
| XPO | 1.08% | $3.56M | $26.81B | 80.11% | 70 Outperform | |
| Sterling Infrastructure | 1.06% | $3.47M | $26.36B | 323.17% | 71 Outperform | |
| MACOM Technology Solutions Holdings | 1.01% | $3.32M | $28.98B | 193.32% | 64 Neutral | |
| Fabrinet | 0.96% | $3.17M | $21.89B | 145.94% | 78 Outperform | |
| United Therapeutics | 0.96% | $3.16M | $23.17B | 92.68% | 79 Outperform | |
| MasTec | 0.96% | $3.15M | $28.68B | 127.31% | 74 Outperform |
IQSM Technical Analysis
Positive
―
Price Trends
37.45
Positive
36.58
Positive
35.42
Positive
Market Momentum
0.39
Negative
63.54
Neutral
90.99
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IQSM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 38.15, equal to the 50-day MA of 37.45, and equal to the 200-day MA of 35.42, indicating a bullish trend. The MACD of 0.39 indicates Negative momentum. The RSI at 63.54 is Neutral, neither overbought nor oversold. The STOCH value of 90.99 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IQSM.
IQSM Peer Comparison
Comparison Results
Performance Comparison
IQSM
IQ Candriam ESG U.S. Mid Cap Equity ETF
39.10
7.72
24.60%
EZM
WisdomTree U.S. MidCap Fund
―
―
―
XMLV
Invesco S&P MidCap Low Volatility ETF
―
―
―
BKMC
BNY Mellon US Mid Cap Core Equity ETF
―
―
―
GRPM
Invesco S&P MidCap 400 GARP ETF
―
―
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JPME
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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