IQSM vs. FTC ETF Comparison
Comparison of IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM) to First Trust Large Cap Growth AlphaDEX Fund (based on the Defined Large Cap Growth Index) (FTC)
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
FTC
First Trust Large Cap Growth AlphaDEX Fund (based on the Defined Large Cap Growth Index)
FTC 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 Large Cap Growth 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 500(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
$146.23
Average Daily Volume
33,478
Number of Holdings
*
186
* may have additional holdings in another (foreign) market
Performance
| Period | IQSM | FTC |
|---|---|---|
| 30 Days | 4.29% | 7.51% |
| 60 Days | 5.32% | 11.70% |
| 90 Days | 6.64% | 14.95% |
| 12 Months | 27.71% | 40.92% |
IQSM Overweight 207 Positions Relative to FTC
| Symbol | Grade | Weight | |
|---|---|---|---|
| PKG | A | 1.0% | |
| YUMC | C | 0.86% | |
| KEY | B | 0.85% | |
| PNR | A | 0.84% | |
| NTNX | B | 0.83% | |
| RPM | A | 0.83% | |
| MAS | D | 0.82% | |
| OC | A | 0.81% | |
| XPO | B | 0.81% | |
| KIM | A | 0.78% | |
| DOCU | B | 0.77% | |
| TOL | B | 0.76% | |
| TWLO | A | 0.76% | |
| EQH | C | 0.75% | |
| FIX | A | 0.74% | |
| FLEX | B | 0.72% | |
| USFD | A | 0.72% | |
| GWRE | A | 0.72% | |
| RGA | A | 0.72% | |
| GGG | B | 0.71% | |
| ACM | B | 0.7% | |
| SAIA | B | 0.69% | |
| EWBC | A | 0.69% | |
| FFIV | B | 0.68% | |
| DT | D | 0.68% | |
| SFM | A | 0.68% | |
| POOL | C | 0.66% | |
| EPAM | B | 0.66% | |
| UDR | B | 0.65% | |
| UNM | A | 0.65% | |
| RNR | C | 0.64% | |
| TPR | B | 0.63% | |
| CHRW | B | 0.62% | |
| CPT | B | 0.61% | |
| ELS | C | 0.61% | |
| JLL | D | 0.6% | |
| ITT | A | 0.6% | |
| AMH | C | 0.6% | |
| JKHY | D | 0.6% | |
| REG | A | 0.59% | |
| 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% | |
| PAYC | B | 0.56% | |
| RRX | B | 0.55% | |
| SJM | D | 0.55% | |
| DAY | B | 0.55% | |
| BJ | A | 0.55% | |
| Z | A | 0.55% | |
| LW | C | 0.55% | |
| AIZ | A | 0.54% | |
| DKS | D | 0.54% | |
| CG | B | 0.54% | |
| NCLH | B | 0.54% | |
| TECH | F | 0.54% | |
| INSM | C | 0.54% | |
| ATR | B | 0.54% | |
| SF | B | 0.54% | |
| NWSA | A | 0.53% | |
| IPG | D | 0.53% | |
| TTEK | F | 0.52% | |
| CTLT | C | 0.51% | |
| FND | D | 0.51% | |
| CUBE | C | 0.51% | |
| PRI | B | 0.5% | |
| WTRG | B | 0.5% | |
| CRL | D | 0.48% | |
| EHC | B | 0.48% | |
| LAD | A | 0.48% | |
| AYI | B | 0.48% | |
| OHI | C | 0.47% | |
| GL | C | 0.47% | |
| ALLY | C | 0.47% | |
| LKQ | F | 0.47% | |
| INGR | C | 0.47% | |
| MKTX | D | 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% | |
| DTM | A | 0.46% | |
| EXAS | D | 0.45% | |
| ORI | A | 0.45% | |
| BRBR | A | 0.45% | |
| FBIN | D | 0.45% | |
| FN | C | 0.44% | |
| DCI | B | 0.44% | |
| ROKU | D | 0.44% | |
| TFX | F | 0.43% | |
| PCTY | C | 0.43% | |
| REXR | F | 0.43% | |
| AXTA | B | 0.43% | |
| EXEL | B | 0.43% | |
| WMS | F | 0.42% | |
| SNX | D | 0.42% | |
| KNX | C | 0.42% | |
| AOS | F | 0.42% | |
| RVMD | C | 0.42% | |
| RL | C | 0.41% | |
| TTC | C | 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 | C | 0.4% | |
| X | B | 0.39% | |
| HAS | D | 0.39% | |
| HRB | D | 0.39% | |
| VOYA | B | 0.39% | |
| NYT | D | 0.39% | |
| ONTO | F | 0.38% | |
| WH | B | 0.37% | |
| TREX | C | 0.37% | |
| HSIC | C | 0.37% | |
| MEDP | D | 0.37% | |
| RHI | C | 0.37% | |
| ADC | A | 0.36% | |
| JAZZ | B | 0.36% | |
| ESTC | C | 0.36% | |
| KEX | B | 0.36% | |
| AA | A | 0.35% | |
| OLED | F | 0.35% | |
| APG | B | 0.35% | |
| G | B | 0.35% | |
| MHK | D | 0.35% | |
| RGEN | D | 0.35% | |
| ANF | F | 0.34% | |
| GNTX | C | 0.34% | |
| WEX | D | 0.34% | |
| GTLS | A | 0.34% | |
| ALV | C | 0.34% | |
| BPOP | C | 0.33% | |
| BEN | C | 0.33% | |
| H | B | 0.33% | |
| CMC | B | 0.33% | |
| FR | D | 0.33% | |
| AGNC | C | 0.33% | |
| RYAN | A | 0.33% | |
| LSCC | D | 0.33% | |
| CGNX | D | 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 | F | 0.32% | |
| HLNE | B | 0.32% | |
| HALO | F | 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% | |
| ESI | B | 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% | |
| CROX | D | 0.28% | |
| SIGI | C | 0.28% | |
| ETSY | D | 0.28% | |
| BPMC | B | 0.28% | |
| VKTX | F | 0.27% | |
| ALTR | B | 0.27% | |
| WTS | B | 0.27% | |
| CLF | F | 0.26% | |
| LEA | F | 0.26% | |
| CRUS | D | 0.26% | |
| PATH | C | 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 | A | 0.11% | |
| LEVI | F | 0.08% | |
| LCID | F | 0.08% |
IQSM Underweight 179 Positions Relative to FTC
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -1.81% | |
| PLTR | B | -1.32% | |
| AXON | A | -1.26% | |
| CVNA | B | -1.15% | |
| RCL | A | -1.09% | |
| TRGP | A | -1.08% | |
| EXPE | B | -1.03% | |
| VRT | B | -1.01% | |
| DASH | B | -1.01% | |
| FICO | B | -1.0% | |
| GS | A | -0.99% | |
| GDDY | A | -0.98% | |
| VST | A | -0.97% | |
| KKR | A | -0.96% | |
| HWM | A | -0.94% | |
| HOOD | B | -0.92% | |
| BK | A | -0.9% | |
| WAB | B | -0.9% | |
| PWR | A | -0.9% | |
| AXP | A | -0.89% | |
| CCL | A | -0.88% | |
| TT | A | -0.88% | |
| HEI | A | -0.88% | |
| URI | C | -0.87% | |
| CPNG | D | -0.86% | |
| ALL | A | -0.86% | |
| PGR | A | -0.85% | |
| NRG | B | -0.84% | |
| THC | D | -0.82% | |
| VTR | B | -0.82% | |
| NVDA | B | -0.81% | |
| AMP | A | -0.8% | |
| GRMN | B | -0.8% | |
| LYV | A | -0.79% | |
| IRM | C | -0.79% | |
| RBLX | C | -0.79% | |
| FCNCA | A | -0.78% | |
| FI | A | -0.78% | |
| NTRS | A | -0.78% | |
| TMUS | B | -0.77% | |
| NOW | A | -0.77% | |
| JPM | A | -0.76% | |
| TPL | A | -0.75% | |
| PH | A | -0.74% | |
| ACGL | C | -0.74% | |
| ORCL | A | -0.73% | |
| MSI | B | -0.73% | |
| CEG | C | -0.72% | |
| PCG | A | -0.71% | |
| HCA | F | -0.71% | |
| BSX | A | -0.7% | |
| CTAS | B | -0.7% | |
| PM | B | -0.7% | |
| BRO | B | -0.7% | |
| COST | A | -0.69% | |
| SHW | B | -0.68% | |
| LII | A | -0.68% | |
| ANET | C | -0.67% | |
| META | D | -0.67% | |
| AVGO | D | -0.66% | |
| CAT | B | -0.66% | |
| PEG | A | -0.65% | |
| FSLR | F | -0.65% | |
| APO | B | -0.64% | |
| ERIE | D | -0.63% | |
| IBM | C | -0.63% | |
| GE | D | -0.63% | |
| RMD | C | -0.63% | |
| BAH | F | -0.63% | |
| ALNY | D | -0.62% | |
| FTNT | C | -0.59% | |
| NEE | C | -0.59% | |
| TDG | D | -0.59% | |
| NFLX | A | -0.57% | |
| BKNG | A | -0.57% | |
| TTD | B | -0.56% | |
| GWW | B | -0.55% | |
| DECK | A | -0.54% | |
| CASY | A | -0.53% | |
| HLT | A | -0.53% | |
| ISRG | A | -0.53% | |
| WSO | A | -0.52% | |
| NDAQ | A | -0.52% | |
| COIN | C | -0.52% | |
| AJG | A | -0.51% | |
| WELL | A | -0.51% | |
| TYL | B | -0.51% | |
| BR | A | -0.51% | |
| TJX | A | -0.5% | |
| HUBB | B | -0.5% | |
| CSL | C | -0.49% | |
| MCO | B | -0.49% | |
| BRK.A | B | -0.49% | |
| SPGI | C | -0.48% | |
| NTAP | C | -0.47% | |
| SO | C | -0.47% | |
| LVS | B | -0.47% | |
| ECL | D | -0.47% | |
| ICE | C | -0.47% | |
| UBER | F | -0.46% | |
| TSCO | D | -0.46% | |
| VLTO | C | -0.45% | |
| XYL | D | -0.44% | |
| PSA | C | -0.44% | |
| CL | D | -0.43% | |
| EFX | F | -0.43% | |
| WMB | A | -0.41% | |
| AMT | C | -0.41% | |
| TSLA | B | -0.4% | |
| CPAY | A | -0.39% | |
| DELL | B | -0.38% | |
| MAR | A | -0.38% | |
| AMZN | C | -0.38% | |
| PANW | B | -0.38% | |
| ADSK | A | -0.37% | |
| APH | A | -0.37% | |
| ARES | A | -0.36% | |
| MO | A | -0.36% | |
| ETN | A | -0.36% | |
| RSG | A | -0.35% | |
| IR | B | -0.35% | |
| DOV | A | -0.35% | |
| SPG | A | -0.35% | |
| IT | C | -0.35% | |
| ORLY | B | -0.35% | |
| AAPL | C | -0.33% | |
| MCD | D | -0.33% | |
| ROL | B | -0.33% | |
| MMC | B | -0.33% | |
| AZO | C | -0.33% | |
| ROST | D | -0.32% | |
| MSTR | B | -0.32% | |
| OTIS | C | -0.32% | |
| CBOE | C | -0.32% | |
| AMGN | F | -0.31% | |
| VICI | C | -0.31% | |
| LLY | F | -0.3% | |
| EXR | C | -0.3% | |
| KO | D | -0.29% | |
| O | C | -0.29% | |
| WSM | C | -0.28% | |
| LPLA | A | -0.22% | |
| MPWR | F | -0.21% | |
| CRM | B | -0.2% | |
| CRWD | B | -0.2% | |
| FAST | B | -0.19% | |
| PAYX | B | -0.18% | |
| AON | A | -0.18% | |
| ADP | A | -0.18% | |
| MKL | A | -0.18% | |
| DLR | B | -0.18% | |
| WDAY | B | -0.18% | |
| GPN | B | -0.18% | |
| ESS | B | -0.17% | |
| ITW | B | -0.17% | |
| CHD | A | -0.17% | |
| MSCI | C | -0.17% | |
| CMG | B | -0.17% | |
| VRTX | D | -0.17% | |
| WAT | C | -0.17% | |
| DKNG | B | -0.17% | |
| MA | B | -0.17% | |
| GOOGL | C | -0.17% | |
| SYK | B | -0.17% | |
| WM | B | -0.17% | |
| MU | D | -0.16% | |
| QCOM | F | -0.16% | |
| PG | C | -0.16% | |
| EQIX | A | -0.16% | |
| AVB | B | -0.16% | |
| SBAC | D | -0.15% | |
| KMB | C | -0.15% | |
| GLPI | C | -0.15% | |
| LIN | C | -0.15% | |
| CCI | C | -0.14% | |
| A | D | -0.14% | |
| ZTS | D | -0.14% | |
| MTD | F | -0.13% | |
| KLAC | F | -0.13% |
IQSM: Top Represented Industries & Keywords
Industries:
Biotechnology
Software - Application
Diversified Industrials
Building Materials
Engineering & Construction
Software - Infrastructure
Business Services
Packaged Foods
REIT - Residential
REIT - Retail
Asset Management
Auto Parts
Diagnostics & Research
Leisure
Medical Care
Oil & Gas Equipment & Services
REIT - Industrial
Specialty Chemicals
Specialty Retail
Apparel Manufacturing
FTC: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Asset Management
Diversified Industrials
Specialty Retail
Capital Markets
Insurance Brokers
Software - Infrastructure
Specialty Industrial Machinery
Household & Personal Products
REIT - Diversified
Semiconductors
Aerospace & Defense
Biotechnology
Diagnostics & Research
Financial Data & Stock Exchanges
Insurance - Property & Casualty
Internet Content & Information
Leisure
Specialty Chemicals
Compare ETFs
