IQSM vs. KVLE ETF Comparison
Comparison of IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM) to KFA Value Line Dynamic Core Equity Index ETF (KVLE)
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
$32.80
Average Daily Volume
13,194
10
KVLE
KFA Value Line Dynamic Core Equity Index ETF
KVLE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of a specific equity securities index, the Value Line®Dynamic Core Equity Index. Under normal circumstances, the fund will invest at least 80% of its total assets in components of the underlying index. It may invest up to 20% of its assets in instruments that are not included in the underlying index, but that Fund's adviser, Krane Funds Advisors, LLC, believes will help the fund track the underlying index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$26.45
Average Daily Volume
4,782
87
Performance
| Period | IQSM | KVLE |
|---|---|---|
| 30 Days | 2.38% | 2.88% |
| 60 Days | 3.99% | 5.25% |
| 90 Days | 8.50% | 8.05% |
| 12 Months | 25.62% | 25.58% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IQSM | Weight in KVLE | Overlap | |
|---|---|---|---|---|---|
| PKG | B | 0.98% | 1.05% | 0.98% |
IQSM Underweight 86 Positions Relative to KVLE
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -7.51% | |
| MSFT | C | -5.97% | |
| AAPL | C | -5.08% | |
| GOOG | D | -3.46% | |
| AMZN | C | -2.99% | |
| META | B | -2.6% | |
| HD | B | -2.27% | |
| CSCO | B | -1.91% | |
| TXN | B | -1.83% | |
| GS | B | -1.76% | |
| PFE | D | -1.71% | |
| PSA | C | -1.69% | |
| BMY | C | -1.65% | |
| ADP | C | -1.61% | |
| MO | C | -1.59% | |
| WEC | B | -1.58% | |
| GILD | B | -1.58% | |
| KMB | C | -1.56% | |
| PAYX | C | -1.56% | |
| APD | B | -1.55% | |
| VZ | A | -1.54% | |
| CMCSA | C | -1.51% | |
| DTM | C | -1.48% | |
| HESM | D | -1.44% | |
| DOW | C | -1.35% | |
| FAST | C | -1.35% | |
| TROW | C | -1.3% | |
| ABBV | B | -1.3% | |
| CALM | B | -1.29% | |
| BLK | B | -1.28% | |
| WU | C | -1.27% | |
| UPS | D | -1.25% | |
| LLY | D | -1.22% | |
| IBM | B | -1.21% | |
| MRK | F | -1.16% | |
| JPM | D | -1.07% | |
| MSM | D | -1.06% | |
| ED | B | -0.98% | |
| UNP | D | -0.96% | |
| CVX | F | -0.96% | |
| AMGN | D | -0.95% | |
| PG | C | -0.94% | |
| PSX | F | -0.94% | |
| WSO | C | -0.91% | |
| FLO | C | -0.88% | |
| ETR | A | -0.82% | |
| CMI | B | -0.82% | |
| SPG | B | -0.81% | |
| LMT | A | -0.73% | |
| AEP | C | -0.66% | |
| PEG | B | -0.66% | |
| MS | B | -0.65% | |
| EPD | C | -0.61% | |
| UGI | B | -0.6% | |
| MCD | B | -0.57% | |
| OGS | B | -0.56% | |
| RHI | D | -0.56% | |
| NTAP | D | -0.55% | |
| VIRT | C | -0.54% | |
| SNA | B | -0.52% | |
| VRT | C | -0.48% | |
| JNJ | C | -0.47% | |
| CL | C | -0.47% | |
| ALL | C | -0.46% | |
| CME | B | -0.43% | |
| DUK | B | -0.38% | |
| KO | B | -0.35% | |
| NFLX | B | -0.31% | |
| DKS | D | -0.3% | |
| WSM | C | -0.29% | |
| APP | C | -0.26% | |
| SR | B | -0.25% | |
| PM | C | -0.24% | |
| RTX | B | -0.24% | |
| RF | B | -0.24% | |
| POWL | B | -0.22% | |
| EVRG | B | -0.19% | |
| ORCL | B | -0.18% | |
| AVGO | C | -0.17% | |
| DELL | C | -0.16% | |
| KRO | C | -0.16% | |
| GD | C | -0.15% | |
| CFG | D | -0.13% | |
| EQIX | B | -0.12% | |
| CVS | D | -0.11% | |
| SMCI | F | -0.11% |
IQSM: Top Represented Industries & Keywords
KVLE: Top Represented Industries & Keywords
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