IQSM vs. JGRO ETF Comparison

Comparison of IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM) to JPMorgan Active Growth ETF (JGRO)
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
JGRO

JPMorgan Active Growth ETF

JGRO Description JPMorgan Active Growth ETF is an exchange traded fund launched and managed by J.P. Morgan Investment Management Inc. It invests in public equity markets of the United States. It invests directly and through derivatives in stocks of companies operating across diversified sectors. The fund uses derivatives such as futures to create its portfolio. It invests in growth stocks of large-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund employs proprietary research to create its portfolio. JPMorgan Active Growth ETF was formed on August 8, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$80.92

Average Daily Volume

456,688

Number of Holdings *

105

* may have additional holdings in another (foreign) market
Performance
Period IQSM JGRO
30 Days 4.29% 4.02%
60 Days 5.32% 5.72%
90 Days 6.64% 7.35%
12 Months 27.71% 38.25%
6 Overlapping Holdings
Symbol Grade Weight in IQSM Weight in JGRO Overlap
EXAS D 0.45% 0.11% 0.11%
FTI A 0.58% 0.48% 0.48%
ITCI C 0.41% 0.22% 0.22%
ITT A 0.6% 0.46% 0.46%
POOL C 0.66% 0.2% 0.2%
SAIA B 0.69% 0.19% 0.19%
IQSM Overweight 208 Positions Relative to JGRO
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%
EWBC A 0.69%
FFIV B 0.68%
DT C 0.68%
SFM A 0.68%
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%
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%
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%
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%
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%
LSCC D 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%
ALTR B 0.27%
WTS B 0.27%
CLF F 0.26%
LEA D 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 B 0.11%
LEVI F 0.08%
LCID F 0.08%
IQSM Underweight 99 Positions Relative to JGRO
Symbol Grade Weight
NVDA C -10.41%
MSFT F -7.34%
AAPL C -7.14%
AMZN C -6.39%
META D -5.32%
GOOG C -4.59%
LLY F -3.1%
MA C -2.81%
AVGO D -2.48%
NFLX A -2.32%
ISRG A -1.88%
ORCL B -1.75%
TSLA B -1.62%
BX A -1.22%
KKR A -1.16%
PWR A -1.15%
INTU C -1.13%
TT A -1.07%
DASH A -1.02%
NOW A -1.0%
PANW C -1.0%
GS A -0.95%
BKNG A -0.94%
REGN F -0.9%
UBER D -0.87%
DHI D -0.86%
ANET C -0.78%
TSM B -0.74%
TTD B -0.73%
MMM D -0.72%
HUBS A -0.71%
MCK B -0.7%
VRT B -0.68%
TJX A -0.62%
SNPS B -0.58%
SPOT B -0.58%
IBKR A -0.56%
KO D -0.55%
TDG D -0.54%
SBUX A -0.54%
HD A -0.54%
NTRA B -0.51%
MCO B -0.51%
ETN A -0.51%
PGR A -0.51%
BRK.A B -0.49%
IBM C -0.46%
AME A -0.45%
CPRT A -0.44%
TMO F -0.43%
IR B -0.42%
MCD D -0.42%
GRMN B -0.41%
MELI D -0.41%
LRCX F -0.4%
EOG A -0.38%
PYPL B -0.37%
TEAM A -0.37%
TTWO A -0.37%
FICO B -0.36%
GWW B -0.34%
AZO C -0.34%
BAH F -0.32%
HUBB B -0.32%
ENTG D -0.3%
ON D -0.29%
STZ D -0.29%
APH A -0.29%
ALNY D -0.28%
TER D -0.27%
JBHT C -0.26%
ABT B -0.26%
SHOP B -0.25%
CRWD B -0.24%
ELF C -0.24%
MDB C -0.24%
HLT A -0.23%
EXP A -0.23%
GEV B -0.22%
APP B -0.22%
CRM B -0.22%
UNH C -0.19%
COP C -0.19%
MTD D -0.16%
IQV D -0.15%
SNOW C -0.15%
AL B -0.15%
CMG B -0.13%
BABA D -0.12%
LNG B -0.08%
EW C -0.08%
CELH F -0.07%
MNST C -0.06%
SQ B -0.06%
ASML F -0.05%
FCX D -0.05%
ADBE C -0.04%
AMD F -0.03%
ABNB C -0.02%
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