IQSM vs. AIBU ETF Comparison

Comparison of IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM) to Direxion Daily AI and Big Data Bull 2X Shares (AIBU)

IQSM

IQ Candriam ESG U.S. Mid Cap Equity ETF

IQSM Description

IQ Candriam ESG U.S. Mid Cap Equity ETF is an exchange traded fund launched by New York Life Investment Management LLC. The fund is managed by IndexIQ Advisors LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the IQ Candriam ESG U.S. Mid Cap Equity Index, by using full replication technique. IQ Candriam ESG U.S. Mid Cap Equity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$34.29

Average Daily Volume

13,747

Number of Holdings ^*

214

* may have additional holdings in another (foreign) market

AIBU

Direxion Daily AI and Big Data Bull 2X Shares

AIBU Description

The index is designed by Solactive AG to represent the securities of companies from the United States that have business operations in the field of artificial intelligence ("AI") applications and big data. The fund, under normal circumstances, invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments, such as swap agreements, securities of the index, and exchange-traded funds (ETFs) that track the index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$34.95

Average Daily Volume

7,525

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	IQSM	AIBU
30 Days	4.29%	12.57%
60 Days	5.32%	17.69%
90 Days	6.64%	26.33%
12 Months	27.71%

3 Overlapping Holdings

Symbol	Grade	Weight in IQSM	Weight in AIBU	Overlap
ALTR	B	0.27%	0.26%	0.26%
LSCC	D	0.33%	0.29%	0.29%
PATH	C	0.26%	0.25%	0.25%

IQSM Overweight 211 Positions Relative to AIBU

Symbol	Grade	Weight
EME	C	1.12%
PKG	A	1.0%
YUMC	C	0.86%
KEY	B	0.85%
PNR	A	0.84%
BURL	A	0.84%
NTNX	A	0.83%
RPM	A	0.83%
MANH	D	0.82%
MAS	D	0.82%
OC	A	0.81%
XPO	B	0.81%
GEN	B	0.79%
KIM	A	0.78%
DOCU	A	0.77%
TOL	B	0.76%
TWLO	A	0.76%
EQH	B	0.75%
UTHR	C	0.75%
FIX	A	0.74%
FLEX	A	0.72%
USFD	A	0.72%
GWRE	A	0.72%
RGA	A	0.72%
GGG	B	0.71%
ACM	A	0.7%
SAIA	B	0.69%
EWBC	A	0.69%
FFIV	B	0.68%
DT	C	0.68%
SFM	A	0.68%
POOL	C	0.66%
EPAM	C	0.66%
UDR	B	0.65%
UNM	A	0.65%
RNR	C	0.64%
TPR	B	0.63%
CHRW	C	0.62%
CPT	B	0.61%
ELS	C	0.61%
JLL	D	0.6%
ITT	A	0.6%
AMH	D	0.6%
JKHY	D	0.6%
REG	B	0.59%
NBIX	C	0.59%
HST	C	0.59%
KMX	B	0.59%
JNPR	F	0.58%
NVT	B	0.58%
FTI	A	0.58%
ALB	C	0.57%
WPC	D	0.57%
PAYC	B	0.56%
RRX	B	0.55%
SJM	D	0.55%
DAY	B	0.55%
BLD	D	0.55%
BJ	A	0.55%
Z	A	0.55%
LW	C	0.55%
AIZ	A	0.54%
DKS	C	0.54%
CG	A	0.54%
NCLH	B	0.54%
TECH	D	0.54%
INSM	C	0.54%
ATR	B	0.54%
SF	B	0.54%
NWSA	B	0.53%
IPG	D	0.53%
TTEK	F	0.52%
CTLT	B	0.51%
FND	C	0.51%
CUBE	D	0.51%
PRI	A	0.5%
WTRG	B	0.5%
CRL	C	0.48%
EHC	B	0.48%
LAD	A	0.48%
AYI	B	0.48%
OHI	C	0.47%
GL	B	0.47%
ALLY	C	0.47%
LKQ	D	0.47%
INGR	B	0.47%
MKTX	D	0.47%
WAL	B	0.47%
SRPT	D	0.46%
ARMK	B	0.46%
QGEN	D	0.46%
WCC	B	0.46%
PCVX	D	0.46%
GLOB	B	0.46%
DTM	B	0.46%
EXAS	D	0.45%
ORI	A	0.45%
BRBR	A	0.45%
FBIN	D	0.45%
FN	D	0.44%
DCI	B	0.44%
ROKU	D	0.44%
TFX	F	0.43%
PCTY	B	0.43%
REXR	F	0.43%
AXTA	A	0.43%
EXEL	B	0.43%
WMS	D	0.42%
SNX	C	0.42%
KNX	B	0.42%
AOS	F	0.42%
RVMD	C	0.42%
RL	B	0.41%
TTC	D	0.41%
ITCI	C	0.41%
PEN	B	0.41%
BRX	A	0.41%
GPK	C	0.41%
MTZ	B	0.41%
CHE	D	0.4%
FRT	B	0.4%
PLNT	A	0.4%
MOS	F	0.4%
DVA	B	0.4%
X	C	0.39%
HAS	D	0.39%
HRB	D	0.39%
VOYA	B	0.39%
NYT	C	0.39%
ONTO	D	0.38%
WH	B	0.37%
TREX	C	0.37%
HSIC	B	0.37%
MEDP	D	0.37%
RHI	B	0.37%
ADC	B	0.36%
JAZZ	B	0.36%
ESTC	C	0.36%
KEX	C	0.36%
AA	B	0.35%
OLED	D	0.35%
RIVN	F	0.35%
APG	B	0.35%
G	B	0.35%
MHK	D	0.35%
RGEN	D	0.35%
ANF	C	0.34%
GNTX	C	0.34%
WEX	D	0.34%
GTLS	B	0.34%
ALV	C	0.34%
BPOP	B	0.33%
BEN	C	0.33%
H	B	0.33%
CMC	B	0.33%
FR	C	0.33%
AGNC	D	0.33%
RYAN	B	0.33%
CGNX	C	0.33%
GXO	B	0.33%
MKSI	C	0.33%
DINO	D	0.32%
AZEK	A	0.32%
LSTR	D	0.32%
PARA	C	0.32%
FCN	D	0.32%
HLNE	B	0.32%
HALO	F	0.32%
FAF	A	0.31%
CFLT	B	0.31%
DAR	C	0.31%
STAG	F	0.31%
MTN	C	0.31%
AXS	A	0.31%
ARW	D	0.3%
WBA	F	0.3%
ESI	A	0.3%
NOV	C	0.3%
MSA	D	0.3%
LFUS	F	0.29%
PVH	C	0.28%
AGCO	D	0.28%
SUM	B	0.28%
STWD	C	0.28%
CHX	C	0.28%
WFRD	D	0.28%
CROX	D	0.28%
SIGI	C	0.28%
ETSY	D	0.28%
BPMC	C	0.28%
VKTX	F	0.27%
WTS	B	0.27%
CLF	F	0.26%
LEA	D	0.26%
CRUS	D	0.26%
POST	C	0.25%
AM	A	0.24%
TKR	D	0.23%
FIVE	F	0.23%
ST	F	0.23%
IBP	D	0.23%
DLB	B	0.21%
AN	C	0.21%
GAP	C	0.21%
ACHC	F	0.17%
ZG	A	0.16%
COTY	F	0.13%
CACC	D	0.13%
NWS	B	0.11%
LEVI	F	0.08%
LCID	F	0.08%

IQSM Underweight 26 Positions Relative to AIBU

Symbol	Grade	Weight
AMZN	C	-6.04%
GOOGL	C	-6.03%
NVDA	C	-5.95%
MSFT	F	-5.57%
AAPL	C	-5.51%
META	D	-5.47%
PLTR	B	-4.95%
CRM	B	-3.75%
NOW	A	-3.74%
ORCL	B	-3.64%
INTC	D	-3.58%
SNPS	B	-3.44%
ANET	C	-3.14%
IBM	C	-3.09%
AVGO	D	-3.01%
AMD	F	-2.95%
FICO	B	-2.35%
SNOW	C	-1.79%
MCHP	D	-1.45%
S	B	-0.33%
EXLS	B	-0.3%
CRVL	A	-0.25%
ZETA	D	-0.19%
AI	B	-0.17%
AMBA	B	-0.1%
SOUN	C	-0.09%