IQ Candriam ESG U.S. Mid Cap Equity ETF
IQSM - ETF AI Analysis
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IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM)
IQSM, the IQ Candriam ESG U.S. Mid Cap Equity ETF, has a solid overall rating driven mainly by strong, well-managed companies like IDEX and US Foods, which show robust financial performance, positive earnings outlooks, and supportive technical trends. The fund’s score is held back somewhat by holdings such as Viatris and Guardant Health, where profitability and valuation challenges create more uncertainty. A key risk factor is that several holdings face overvaluation or short-term technical weakness, which could increase volatility for investors.
IQSM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 435.44M
- Region
- North America
- Expense Ratio
- 0.15%
- Beta
- 0.85
- Issuer
- NYLIM
- Inception Date
- Oct 25, 2022
- Dividend Yield
- 1.04%
- Asset Class
- Equity
- Index Tracked
- NYLI Candriam U.S. Mid Cap Equity Index
IQSM Summary
IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM) is a fund that follows 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 technology, health care, and industrials, with holdings such as Best Buy and Roku. Someone might invest in IQSM to seek growth from mid-sized companies while staying aligned with sustainable business practices and getting broad diversification across the U.S. market. A key risk is that mid-cap stocks can rise and fall significantly with overall market conditions.
How much will it cost me?
This ETF has an expense ratio of 0.15%, which means you’ll pay about $1.50 per year for every $1,000 you invest. That’s lower than the average stock ETF because it’s passively managed, even though it follows a specialized ESG mid-cap index.
What would affect this ETF?
IQSM focuses on U.S. mid-cap stocks with a tilt toward technology, industrials, and health care, so it could benefit from economic growth, innovation, and increasing demand for sustainable, ESG-focused investing. On the downside, higher interest rates, a U.S. economic slowdown, sector-specific setbacks in tech or health care, or changes in ESG regulations and sentiment could weigh on the fund’s performance.
IQSM Top 10 Holdings
IQSM is leaning into U.S. mid-cap growth with a tech and health care tilt, and that’s where much of the action is. Software name PTC and life-sciences player Revvity have been rising sharply, helping power the fund, while Roku and Nutanix look more mixed as profitability and valuation worries keep them from fully pulling their weight. Guardant Health has been a standout but still feels a bit fragile under the hood. With all holdings U.S.-based and spread across industries, the fund avoids single-stock risk while still riding mid-cap momentum.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 VTRS | Viatris | 0.97% | $4.28M | $23.90B | 87.74% | 60Neutral |
 USFD | US Foods Holding | 0.96% | $4.24M | $23.58B | 48.49% | 74Outperform |
 PTC | PTC | 0.86% | $3.80M | $21.35B | 10.15% | 73Outperform |
 GH | Guardant Health | 0.79% | $3.49M | $21.02B | 58.28% | 61Neutral |
 BBY | Best Buy Co | 0.78% | $3.47M | $21.83B | 33.07% | 62Neutral |
 ITT | ITT | 0.76% | $3.36M | $19.30B | 13.08% | 72Outperform |
 IEX | IDEX | 0.72% | $3.18M | $17.40B | 40.37% | 75Outperform |
 HST | Host Hotels & Resorts | 0.70% | $3.11M | $17.77B | 41.31% | 77Outperform |
 RGA | Reinsurance Group | 0.70% | $3.10M | $17.83B | 43.86% | 74Outperform |
 NBIX | Neurocrine | 0.69% | $3.08M | $17.12B | 15.36% | 80Outperform |
IQSM Technical Analysis
Price Trends
Market Momentum
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 39.53 is above the 20-day moving average (MA) of 39.15, above the 50-day MA of 39.09, and above the 200-day MA of 37.95, indicating a bullish trend. The MACD of 0.17 indicates Negative momentum. The RSI at 53.24 is Neutral, neither overbought nor oversold. The STOCH value of 83.13 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IQSM | $39.53 | $44.00(11.31% Upside) | $435.44M | 0.15% | 69Neutral |
 EZM | $75.47 | $89.07(18.03% Upside) | $954.34M | 0.38% | 70Neutral |
 XMLV | $66.74 | $73.98(10.85% Upside) | $735.58M | 0.25% | 71Outperform |
 BKMC | $39.53 | $49.38(24.93% Upside) | $654.72M | 0.04% | 68Neutral |
 GRPM | $144.83 | $163.43(12.84% Upside) | $627.39M | 0.35% | 74Outperform |
 AVMC | $79.19 | $94.09(18.82% Upside) | $567.40M | 0.18% | 70Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IQSM | IQ Candriam ESG U.S. Mid Cap Equity ETF | 39.53 | 6.33 | 19.05% | |
| EZM | WisdomTree U.S. MidCap Fund | 75.47 | 11.59 | 18.14% | |
| XMLV | Invesco S&P MidCap Low Volatility ETF | 66.74 | 5.84 | 9.59% | |
| BKMC | BNY Mellon US Mid Cap Core Equity ETF | 39.53 | 4.71 | 13.53% | |
| GRPM | Invesco S&P MidCap 400 GARP ETF | 144.83 | 28.75 | 24.77% | |
| AVMC | Avantis U.S. Mid Cap Equity ETF | 79.19 | 11.22 | 16.51% |
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.