IQSM vs. FNY ETF Comparison
Comparison of IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM) to First Trust Mid Cap Growth AlphaDEX (FNY)
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
214
FNY
First Trust Mid Cap Growth AlphaDEX
FNY Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Defined Mid Cap Growth Index (the "index"). The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by S&P to objectively identify and select stocks from the S&P MidCap 400(R) Growth Index that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.Grade (RS Rating)
Last Trade
$87.07
Average Daily Volume
13,841
214
Performance
Period | IQSM | FNY |
---|---|---|
30 Days | 4.29% | 6.87% |
60 Days | 5.32% | 8.79% |
90 Days | 6.64% | 10.74% |
12 Months | 27.71% | 41.52% |
65 Overlapping Holdings
Symbol | Grade | Weight in IQSM | Weight in FNY | Overlap | |
---|---|---|---|---|---|
ADC | A | 0.36% | 0.58% | 0.36% | |
AGNC | C | 0.33% | 0.26% | 0.26% | |
AM | A | 0.24% | 0.15% | 0.15% | |
ANF | F | 0.34% | 0.58% | 0.34% | |
AOS | F | 0.42% | 0.23% | 0.23% | |
ATR | B | 0.54% | 0.29% | 0.29% | |
AXTA | B | 0.43% | 0.31% | 0.31% | |
AYI | B | 0.48% | 0.5% | 0.48% | |
AZEK | A | 0.32% | 0.42% | 0.32% | |
BPMC | B | 0.28% | 0.28% | 0.28% | |
BRBR | A | 0.45% | 0.51% | 0.45% | |
BRX | A | 0.41% | 0.3% | 0.3% | |
CHE | D | 0.4% | 0.13% | 0.13% | |
CPT | B | 0.61% | 0.27% | 0.27% | |
CROX | D | 0.28% | 0.28% | 0.28% | |
CRUS | D | 0.26% | 0.35% | 0.26% | |
CUBE | C | 0.51% | 0.26% | 0.26% | |
DAY | B | 0.55% | 0.17% | 0.17% | |
DCI | B | 0.44% | 0.15% | 0.15% | |
DKS | D | 0.54% | 0.41% | 0.41% | |
DOCU | B | 0.77% | 0.54% | 0.54% | |
DT | D | 0.68% | 0.42% | 0.42% | |
DTM | A | 0.46% | 0.37% | 0.37% | |
DVA | C | 0.4% | 0.68% | 0.4% | |
EHC | B | 0.48% | 0.58% | 0.48% | |
ESI | B | 0.3% | 0.15% | 0.15% | |
EWBC | A | 0.69% | 0.71% | 0.69% | |
EXEL | B | 0.43% | 0.75% | 0.43% | |
FCN | F | 0.32% | 0.24% | 0.24% | |
FFIV | B | 0.68% | 0.46% | 0.46% | |
FIX | A | 0.74% | 0.82% | 0.74% | |
FND | D | 0.51% | 0.23% | 0.23% | |
FR | D | 0.33% | 0.13% | 0.13% | |
GAP | C | 0.21% | 0.27% | 0.21% | |
GPK | C | 0.41% | 0.27% | 0.27% | |
GTLS | A | 0.34% | 0.19% | 0.19% | |
GWRE | A | 0.72% | 0.6% | 0.6% | |
H | B | 0.33% | 0.14% | 0.14% | |
HALO | F | 0.32% | 0.42% | 0.32% | |
HLNE | B | 0.32% | 0.8% | 0.32% | |
HRB | D | 0.39% | 0.54% | 0.39% | |
IBP | D | 0.23% | 0.47% | 0.23% | |
INSM | C | 0.54% | 0.39% | 0.39% | |
ITCI | C | 0.41% | 0.32% | 0.32% | |
ITT | A | 0.6% | 0.58% | 0.58% | |
KEX | B | 0.36% | 0.59% | 0.36% | |
LCID | F | 0.08% | 0.09% | 0.08% | |
MEDP | D | 0.37% | 0.13% | 0.13% | |
MKTX | D | 0.47% | 0.3% | 0.3% | |
NCLH | B | 0.54% | 0.54% | 0.54% | |
NTNX | B | 0.83% | 0.16% | 0.16% | |
NYT | D | 0.39% | 0.4% | 0.39% | |
OHI | C | 0.47% | 0.41% | 0.41% | |
PAYC | B | 0.56% | 0.19% | 0.19% | |
PCTY | C | 0.43% | 0.34% | 0.34% | |
PLNT | A | 0.4% | 0.51% | 0.4% | |
PRI | B | 0.5% | 0.48% | 0.48% | |
REG | A | 0.59% | 0.29% | 0.29% | |
RL | C | 0.41% | 0.61% | 0.41% | |
RVMD | C | 0.42% | 0.34% | 0.34% | |
RYAN | A | 0.33% | 0.45% | 0.33% | |
SFM | A | 0.68% | 0.91% | 0.68% | |
TECH | F | 0.54% | 0.12% | 0.12% | |
TTEK | F | 0.52% | 0.62% | 0.52% | |
UDR | B | 0.65% | 0.14% | 0.14% |
IQSM Overweight 149 Positions Relative to FNY
Symbol | Grade | Weight | |
---|---|---|---|
EME | A | 1.12% | |
PKG | A | 1.0% | |
YUMC | C | 0.86% | |
KEY | B | 0.85% | |
PNR | A | 0.84% | |
BURL | B | 0.84% | |
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% | |
TOL | B | 0.76% | |
TWLO | A | 0.76% | |
EQH | C | 0.75% | |
UTHR | C | 0.75% | |
FLEX | B | 0.72% | |
USFD | A | 0.72% | |
RGA | A | 0.72% | |
GGG | B | 0.71% | |
ACM | B | 0.7% | |
SAIA | B | 0.69% | |
POOL | C | 0.66% | |
EPAM | B | 0.66% | |
UNM | A | 0.65% | |
RNR | C | 0.64% | |
TPR | B | 0.63% | |
CHRW | B | 0.62% | |
ELS | C | 0.61% | |
JLL | D | 0.6% | |
AMH | C | 0.6% | |
JKHY | D | 0.6% | |
NBIX | C | 0.59% | |
HST | C | 0.59% | |
KMX | B | 0.59% | |
JNPR | D | 0.58% | |
NVT | B | 0.58% | |
FTI | A | 0.58% | |
ALB | B | 0.57% | |
WPC | C | 0.57% | |
RRX | B | 0.55% | |
SJM | D | 0.55% | |
BLD | D | 0.55% | |
BJ | A | 0.55% | |
Z | A | 0.55% | |
LW | C | 0.55% | |
AIZ | A | 0.54% | |
CG | B | 0.54% | |
SF | B | 0.54% | |
NWSA | A | 0.53% | |
IPG | D | 0.53% | |
CTLT | C | 0.51% | |
WTRG | B | 0.5% | |
CRL | D | 0.48% | |
LAD | A | 0.48% | |
GL | C | 0.47% | |
ALLY | C | 0.47% | |
LKQ | F | 0.47% | |
INGR | C | 0.47% | |
WAL | B | 0.47% | |
SRPT | F | 0.46% | |
ARMK | B | 0.46% | |
QGEN | D | 0.46% | |
WCC | B | 0.46% | |
PCVX | D | 0.46% | |
GLOB | B | 0.46% | |
EXAS | D | 0.45% | |
ORI | A | 0.45% | |
FBIN | D | 0.45% | |
FN | C | 0.44% | |
ROKU | D | 0.44% | |
TFX | F | 0.43% | |
REXR | F | 0.43% | |
WMS | F | 0.42% | |
SNX | D | 0.42% | |
KNX | C | 0.42% | |
TTC | C | 0.41% | |
PEN | B | 0.41% | |
MTZ | B | 0.41% | |
FRT | B | 0.4% | |
MOS | F | 0.4% | |
X | B | 0.39% | |
HAS | D | 0.39% | |
VOYA | B | 0.39% | |
ONTO | F | 0.38% | |
WH | B | 0.37% | |
TREX | C | 0.37% | |
HSIC | C | 0.37% | |
RHI | C | 0.37% | |
JAZZ | B | 0.36% | |
ESTC | C | 0.36% | |
AA | A | 0.35% | |
OLED | F | 0.35% | |
RIVN | F | 0.35% | |
APG | B | 0.35% | |
G | B | 0.35% | |
MHK | D | 0.35% | |
RGEN | D | 0.35% | |
GNTX | C | 0.34% | |
WEX | D | 0.34% | |
ALV | C | 0.34% | |
BPOP | C | 0.33% | |
BEN | C | 0.33% | |
CMC | B | 0.33% | |
LSCC | D | 0.33% | |
CGNX | D | 0.33% | |
GXO | B | 0.33% | |
MKSI | C | 0.33% | |
DINO | D | 0.32% | |
LSTR | D | 0.32% | |
PARA | C | 0.32% | |
FAF | A | 0.31% | |
CFLT | B | 0.31% | |
DAR | C | 0.31% | |
STAG | D | 0.31% | |
MTN | C | 0.31% | |
AXS | A | 0.31% | |
ARW | D | 0.3% | |
WBA | F | 0.3% | |
NOV | C | 0.3% | |
MSA | F | 0.3% | |
LFUS | D | 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% | |
SIGI | C | 0.28% | |
ETSY | D | 0.28% | |
VKTX | F | 0.27% | |
ALTR | B | 0.27% | |
WTS | B | 0.27% | |
CLF | F | 0.26% | |
LEA | F | 0.26% | |
PATH | C | 0.26% | |
POST | C | 0.25% | |
TKR | D | 0.23% | |
FIVE | F | 0.23% | |
ST | F | 0.23% | |
DLB | B | 0.21% | |
AN | C | 0.21% | |
ACHC | F | 0.17% | |
ZG | A | 0.16% | |
COTY | F | 0.13% | |
CACC | D | 0.13% | |
NWS | A | 0.11% | |
LEVI | F | 0.08% |
IQSM Underweight 149 Positions Relative to FNY
Symbol | Grade | Weight | |
---|---|---|---|
AFRM | A | -1.08% | |
SOFI | B | -1.0% | |
AX | B | -0.9% | |
ALSN | B | -0.87% | |
QTWO | A | -0.86% | |
NTRA | A | -0.86% | |
PIPR | A | -0.84% | |
SFBS | C | -0.82% | |
CORT | B | -0.81% | |
RDNT | B | -0.81% | |
CRS | B | -0.8% | |
TOST | B | -0.8% | |
FOUR | A | -0.8% | |
KTB | B | -0.79% | |
CSWI | B | -0.79% | |
ITRI | C | -0.77% | |
DUOL | A | -0.77% | |
KNF | B | -0.76% | |
ACIW | B | -0.76% | |
COHR | B | -0.76% | |
CW | C | -0.76% | |
MOG.A | B | -0.76% | |
CVLT | B | -0.76% | |
IBKR | A | -0.74% | |
IOT | A | -0.73% | |
ENSG | C | -0.71% | |
LTH | C | -0.7% | |
DY | D | -0.7% | |
AAON | B | -0.69% | |
AIT | B | -0.68% | |
MOD | A | -0.67% | |
EXLS | B | -0.66% | |
HLI | A | -0.66% | |
PEGA | B | -0.66% | |
HIMS | B | -0.65% | |
GMED | A | -0.65% | |
COKE | C | -0.65% | |
TPG | A | -0.65% | |
PSN | D | -0.64% | |
TXRH | B | -0.63% | |
CACI | D | -0.63% | |
FFIN | B | -0.63% | |
PODD | C | -0.63% | |
CRVL | B | -0.62% | |
SLG | B | -0.62% | |
FRPT | A | -0.62% | |
MMSI | A | -0.6% | |
ATI | C | -0.6% | |
ITGR | B | -0.59% | |
AUR | C | -0.59% | |
EXP | B | -0.59% | |
BOOT | C | -0.57% | |
TKO | A | -0.57% | |
AVAV | C | -0.56% | |
BCO | F | -0.56% | |
CRDO | B | -0.56% | |
BFAM | D | -0.55% | |
FSS | B | -0.55% | |
CBT | D | -0.55% | |
BMI | B | -0.55% | |
EPRT | B | -0.55% | |
KAI | B | -0.5% | |
IBOC | B | -0.5% | |
SMG | C | -0.49% | |
FLS | B | -0.49% | |
LNTH | D | -0.49% | |
BWXT | B | -0.49% | |
AWI | A | -0.49% | |
HOMB | A | -0.48% | |
ONB | C | -0.48% | |
WHD | B | -0.47% | |
S | B | -0.47% | |
PI | D | -0.46% | |
SCI | B | -0.46% | |
ZETA | D | -0.46% | |
HASI | D | -0.45% | |
TW | A | -0.45% | |
AXSM | B | -0.44% | |
BOX | B | -0.44% | |
CNS | B | -0.44% | |
CLH | C | -0.43% | |
BDC | C | -0.43% | |
WWD | C | -0.42% | |
SBRA | C | -0.41% | |
WYNN | C | -0.4% | |
ALLE | C | -0.4% | |
OLLI | D | -0.39% | |
RNA | C | -0.38% | |
VRNS | D | -0.37% | |
CFR | B | -0.35% | |
INSP | D | -0.35% | |
MTCH | D | -0.34% | |
CBSH | B | -0.34% | |
ESAB | C | -0.33% | |
GME | C | -0.33% | |
WING | D | -0.33% | |
RARE | F | -0.33% | |
WTM | A | -0.32% | |
RLI | A | -0.32% | |
CWST | A | -0.31% | |
RUN | F | -0.31% | |
GKOS | B | -0.3% | |
MSGS | A | -0.3% | |
BCPC | B | -0.29% | |
KRG | B | -0.29% | |
EEFT | B | -0.29% | |
CHDN | B | -0.29% | |
AES | F | -0.29% | |
TMDX | F | -0.29% | |
ORA | B | -0.29% | |
IRT | A | -0.29% | |
RHP | B | -0.29% | |
DBX | B | -0.29% | |
BLKB | B | -0.28% | |
CTRE | C | -0.28% | |
KNSL | B | -0.28% | |
LAMR | C | -0.27% | |
EXPO | D | -0.24% | |
VRRM | F | -0.23% | |
CLSK | C | -0.2% | |
LYFT | C | -0.19% | |
GH | B | -0.18% | |
OWL | A | -0.17% | |
MASI | B | -0.17% | |
KD | B | -0.17% | |
MARA | B | -0.16% | |
CHH | A | -0.16% | |
TRMB | B | -0.16% | |
LOPE | C | -0.16% | |
GATX | A | -0.16% | |
RGLD | C | -0.15% | |
MORN | B | -0.15% | |
CRNX | C | -0.15% | |
MAIN | A | -0.15% | |
RBC | A | -0.15% | |
GOLF | B | -0.15% | |
IPAR | B | -0.14% | |
ROIV | C | -0.14% | |
APPF | B | -0.14% | |
NEU | D | -0.14% | |
CNM | D | -0.14% | |
LNW | F | -0.14% | |
NNN | C | -0.13% | |
ELAN | D | -0.13% | |
EGP | D | -0.13% | |
SSD | F | -0.13% | |
U | C | -0.11% | |
TDW | F | -0.1% | |
BRKR | D | -0.1% |
IQSM: Top Represented Industries & Keywords
FNY: Top Represented Industries & Keywords