IQSM vs. NUSC ETF Comparison

Comparison of IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM) to NuShares ESG Small-Cap ETF (NUSC)
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
NUSC

NuShares ESG Small-Cap ETF

NUSC Description Fund seeks to track the investments results, before fees and expenses, of the TIAA ESG Small-Cap Index.

Grade (RS Rating)

Last Trade

$45.45

Average Daily Volume

80,034

Number of Holdings *

480

* may have additional holdings in another (foreign) market
Performance
Period IQSM NUSC
30 Days 4.29% 7.54%
60 Days 5.32% 6.60%
90 Days 6.64% 6.98%
12 Months 27.71% 29.00%
72 Overlapping Holdings
Symbol Grade Weight in IQSM Weight in NUSC Overlap
ACHC F 0.17% 0.02% 0.02%
ADC B 0.36% 0.09% 0.09%
AGCO D 0.28% 0.03% 0.03%
AGNC D 0.33% 0.54% 0.33%
ALTR B 0.27% 0.04% 0.04%
ARMK B 0.46% 0.57% 0.46%
ATR B 0.54% 0.04% 0.04%
AXTA A 0.43% 0.55% 0.43%
AYI B 0.48% 0.16% 0.16%
AZEK A 0.32% 0.29% 0.29%
BLD D 0.55% 0.37% 0.37%
CFLT B 0.31% 0.1% 0.1%
CHX C 0.28% 0.57% 0.28%
CROX D 0.28% 0.53% 0.28%
CRUS D 0.26% 0.47% 0.26%
CUBE D 0.51% 0.11% 0.11%
DAR C 0.31% 0.64% 0.31%
DLB B 0.21% 0.42% 0.21%
ESI A 0.3% 0.63% 0.3%
ESTC C 0.36% 0.12% 0.12%
ETSY D 0.28% 0.03% 0.03%
EWBC A 0.69% 1.01% 0.69%
FAF A 0.31% 0.65% 0.31%
FCN D 0.32% 0.54% 0.32%
FIVE F 0.23% 0.05% 0.05%
FIX A 0.74% 0.6% 0.6%
FLEX A 0.72% 0.48% 0.48%
FRT B 0.4% 0.02% 0.02%
FTI A 0.58% 0.72% 0.58%
GAP C 0.21% 0.16% 0.16%
HAS D 0.39% 0.32% 0.32%
HRB D 0.39% 0.78% 0.39%
JAZZ B 0.36% 0.15% 0.15%
JLL D 0.6% 0.37% 0.37%
LAD A 0.48% 0.75% 0.48%
LCID F 0.08% 0.07% 0.07%
LEVI F 0.08% 0.15% 0.08%
LFUS F 0.29% 0.09% 0.09%
LSCC D 0.33% 0.31% 0.31%
MSA D 0.3% 0.39% 0.3%
MTN C 0.31% 0.37% 0.31%
NOV C 0.3% 0.27% 0.27%
NTNX A 0.83% 0.89% 0.83%
NYT C 0.39% 0.39% 0.39%
OHI C 0.47% 0.46% 0.46%
ONTO D 0.38% 0.33% 0.33%
ORI A 0.45% 0.02% 0.02%
PCVX D 0.46% 0.21% 0.21%
PEN B 0.41% 0.1% 0.1%
PLNT A 0.4% 0.39% 0.39%
PRI A 0.5% 0.54% 0.5%
PVH C 0.28% 0.27% 0.27%
REXR F 0.43% 0.55% 0.43%
RGA A 0.72% 0.63% 0.63%
RHI B 0.37% 0.5% 0.37%
RYAN B 0.33% 0.2% 0.2%
SAIA B 0.69% 0.55% 0.55%
SFM A 0.68% 0.22% 0.22%
SIGI C 0.28% 0.02% 0.02%
ST F 0.23% 0.02% 0.02%
STWD C 0.28% 0.32% 0.28%
TPR B 0.63% 0.36% 0.36%
UNM A 0.65% 0.15% 0.15%
USFD A 0.72% 0.73% 0.72%
VKTX F 0.27% 0.19% 0.19%
VOYA B 0.39% 0.12% 0.12%
WAL B 0.47% 0.63% 0.47%
WCC B 0.46% 0.2% 0.2%
WEX D 0.34% 0.47% 0.34%
WFRD D 0.28% 0.41% 0.28%
WMS D 0.42% 0.48% 0.42%
XPO B 0.81% 0.31% 0.31%
IQSM Overweight 142 Positions Relative to NUSC
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%
RPM A 0.83%
MANH D 0.82%
MAS D 0.82%
OC A 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%
GWRE A 0.72%
GGG B 0.71%
ACM A 0.7%
FFIV B 0.68%
DT C 0.68%
POOL C 0.66%
EPAM C 0.66%
UDR B 0.65%
RNR C 0.64%
CHRW C 0.62%
CPT B 0.61%
ELS C 0.61%
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%
ALB C 0.57%
WPC D 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 C 0.54%
CG A 0.54%
NCLH B 0.54%
TECH D 0.54%
INSM C 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%
WTRG B 0.5%
CRL C 0.48%
EHC B 0.48%
GL B 0.47%
ALLY C 0.47%
LKQ D 0.47%
INGR B 0.47%
MKTX D 0.47%
SRPT D 0.46%
QGEN D 0.46%
GLOB B 0.46%
DTM B 0.46%
EXAS D 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%
EXEL B 0.43%
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%
BRX A 0.41%
GPK C 0.41%
MTZ B 0.41%
CHE D 0.4%
MOS F 0.4%
DVA B 0.4%
X C 0.39%
WH B 0.37%
TREX C 0.37%
HSIC B 0.37%
MEDP D 0.37%
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%
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%
CGNX C 0.33%
GXO B 0.33%
MKSI C 0.33%
DINO D 0.32%
LSTR D 0.32%
PARA C 0.32%
HLNE B 0.32%
HALO F 0.32%
STAG F 0.31%
AXS A 0.31%
ARW D 0.3%
WBA F 0.3%
SUM B 0.28%
BPMC C 0.28%
WTS B 0.27%
CLF F 0.26%
LEA D 0.26%
PATH C 0.26%
POST C 0.25%
AM A 0.24%
TKR D 0.23%
IBP D 0.23%
AN C 0.21%
ZG A 0.16%
COTY F 0.13%
CACC D 0.13%
NWS B 0.11%
IQSM Underweight 408 Positions Relative to NUSC
Symbol Grade Weight
SCI B -1.02%
MUSA A -0.93%
CR A -0.82%
CASY A -0.76%
JXN C -0.74%
CVLT B -0.73%
CNM D -0.73%
EXLS B -0.72%
PCOR B -0.71%
KBR F -0.69%
FRPT B -0.67%
FHN A -0.66%
CBSH A -0.64%
BMI B -0.63%
R B -0.62%
RHP B -0.62%
MOG.A B -0.6%
BERY B -0.59%
AMG B -0.58%
FMC D -0.57%
MAT D -0.56%
BCPC B -0.56%
AAON B -0.56%
ACIW B -0.56%
TRNO F -0.56%
MOD A -0.55%
BCC B -0.54%
LPX B -0.51%
ITRI B -0.5%
AL B -0.5%
VVV F -0.49%
WTM A -0.48%
GNRC B -0.48%
BFAM D -0.47%
UGI A -0.47%
IDCC A -0.45%
NJR A -0.45%
ALKS B -0.44%
WBS A -0.43%
GPI A -0.43%
FTDR A -0.42%
OGS A -0.41%
KRC C -0.41%
SSB B -0.4%
LRN A -0.4%
SITE D -0.39%
RGLD C -0.38%
DXC B -0.38%
EGP F -0.38%
SNV B -0.37%
GME C -0.36%
PFSI D -0.36%
REZI A -0.35%
VLY B -0.35%
WD D -0.35%
PJT A -0.35%
FBP B -0.34%
AROC B -0.34%
WHD B -0.34%
SPSC C -0.33%
HOG D -0.33%
THO B -0.33%
AVNT B -0.32%
BRC D -0.32%
OZK B -0.32%
BECN B -0.32%
PCH D -0.32%
NWL B -0.32%
ICUI D -0.32%
ATKR C -0.32%
IVZ B -0.31%
EAT A -0.31%
ZION B -0.31%
ENSG D -0.31%
NOVT D -0.3%
HAE C -0.3%
MIR A -0.29%
HXL D -0.29%
RNA D -0.29%
HIMS B -0.29%
CRVL A -0.28%
EPRT B -0.28%
POWL C -0.28%
CPK A -0.27%
SXT B -0.27%
EPAC B -0.26%
MTX B -0.26%
NSIT F -0.26%
VCTR B -0.26%
PRIM A -0.26%
ENV B -0.26%
TBBK B -0.26%
BLKB B -0.26%
KNF A -0.26%
TGNA B -0.25%
NARI C -0.25%
PLMR B -0.25%
HNI B -0.25%
BXMT C -0.25%
ZD C -0.25%
SPB C -0.25%
RCM F -0.24%
CYTK F -0.24%
COMP B -0.24%
PAR B -0.24%
ASGN F -0.24%
FYBR D -0.23%
JBT B -0.23%
BFH B -0.23%
ELAN D -0.23%
HWC B -0.23%
ADTN A -0.22%
CNK B -0.22%
CWEN C -0.22%
WDFC B -0.22%
CRNX C -0.22%
LUMN C -0.21%
OMCL C -0.21%
PRCT B -0.21%
TNET D -0.21%
EVTC B -0.21%
EFSC B -0.21%
BDC B -0.21%
PRGS A -0.2%
CASH A -0.2%
MRCY B -0.2%
MGNI A -0.2%
VYX B -0.19%
YETI C -0.19%
LBPH A -0.19%
STC B -0.19%
EQC B -0.19%
DV C -0.18%
LCII C -0.18%
HQY B -0.18%
WSC D -0.18%
GKOS B -0.18%
FTRE D -0.17%
WGO C -0.17%
OUT A -0.17%
ITGR B -0.17%
CALX D -0.17%
VERA B -0.17%
SHC F -0.17%
VSEC C -0.17%
RUN F -0.17%
WRBY B -0.17%
M D -0.16%
GBX A -0.16%
SWX B -0.16%
RDNT B -0.16%
HCP B -0.16%
SONO C -0.16%
GTLB B -0.16%
DFIN D -0.16%
WHR B -0.16%
SCL C -0.16%
ANDE D -0.15%
ROG D -0.15%
MRUS F -0.15%
XHR B -0.15%
PLUG F -0.15%
SLAB D -0.15%
INDB B -0.15%
DNOW B -0.15%
VNT B -0.15%
PRG C -0.15%
MYRG B -0.15%
HASI D -0.15%
AAP C -0.15%
TMHC B -0.15%
CSGS B -0.15%
RUSHA C -0.14%
TRIP F -0.14%
GH B -0.14%
SJW D -0.14%
GERN D -0.14%
RXST F -0.14%
ESRT C -0.14%
HELE C -0.14%
IDYA F -0.14%
PEB D -0.14%
TILE B -0.14%
KLIC B -0.14%
KTB B -0.14%
STBA B -0.14%
UNIT B -0.13%
NEO C -0.13%
PLAY D -0.13%
ONB B -0.13%
INTA A -0.13%
LNN B -0.13%
HLIT D -0.13%
CLVT F -0.13%
WT B -0.13%
WVE C -0.12%
PBI B -0.12%
SAVA D -0.12%
DNLI D -0.12%
EWTX C -0.12%
MODG F -0.12%
DYN F -0.12%
IRDM D -0.12%
HURN B -0.12%
RXRX F -0.12%
TARS B -0.12%
QNST B -0.11%
AZTA D -0.11%
LNC B -0.11%
MRC B -0.11%
PEBO A -0.11%
DGII B -0.11%
ARRY C -0.11%
ARVN D -0.11%
ARI C -0.11%
XPRO F -0.11%
CARS B -0.11%
TDC D -0.11%
BZH B -0.1%
EXPI C -0.1%
GBCI B -0.1%
JWN C -0.1%
AIR B -0.1%
ARQT C -0.1%
BRKR D -0.1%
PYCR C -0.1%
IRON B -0.1%
ERII D -0.1%
CWEN C -0.09%
PLYA B -0.09%
FA C -0.09%
OMI F -0.09%
WOLF F -0.09%
AMN F -0.09%
VVI C -0.09%
COUR F -0.09%
KYMR D -0.09%
BKD D -0.09%
PDFS C -0.09%
VRDN D -0.09%
PNFP B -0.08%
PDCO D -0.08%
KOP C -0.08%
CSTL D -0.08%
JOE F -0.08%
NVST B -0.08%
WNC C -0.08%
BHLB B -0.08%
NVCR C -0.08%
MBUU C -0.08%
EYE C -0.08%
CRSP D -0.08%
MNRO D -0.08%
PRA C -0.08%
VITL D -0.08%
KBH D -0.08%
MYGN F -0.07%
SMP B -0.07%
KURA F -0.07%
SRRK B -0.07%
EMBC C -0.07%
SIG B -0.07%
COLM B -0.07%
CDMO B -0.07%
IBCP B -0.07%
CECO A -0.07%
ESNT D -0.06%
CGEM F -0.06%
BHE B -0.06%
MTG C -0.06%
VECO F -0.06%
FFBC A -0.06%
CWH B -0.06%
COGT D -0.06%
ABG B -0.06%
HZO D -0.06%
AMAL B -0.06%
HAIN C -0.06%
INFN C -0.06%
ETNB C -0.06%
IART C -0.06%
SCHL D -0.06%
KREF D -0.06%
LPRO C -0.06%
VAC B -0.06%
RPAY D -0.06%
STGW B -0.06%
GOGO C -0.05%
TGI B -0.05%
ELVN D -0.05%
WEAV B -0.05%
ETWO F -0.05%
LESL C -0.05%
EE A -0.05%
RCUS F -0.05%
SNDX F -0.05%
PNTG D -0.05%
BHB B -0.05%
HPP F -0.05%
PAHC C -0.05%
MLNK B -0.05%
VMEO B -0.05%
MNMD C -0.05%
MCS B -0.05%
CTLP B -0.05%
THG A -0.05%
EYPT F -0.05%
KTOS B -0.05%
AMBC C -0.05%
VREX C -0.05%
PRTA F -0.05%
ADV D -0.04%
FNA C -0.04%
XPOF C -0.04%
STAA F -0.04%
RUSHB B -0.04%
WOOF D -0.04%
ZEUS C -0.04%
CCO C -0.04%
KW B -0.04%
NOVA F -0.04%
HUMA F -0.04%
MAX F -0.04%
RBBN C -0.04%
ARKO C -0.04%
CMP C -0.04%
PLRX F -0.04%
RVNC F -0.04%
BOX B -0.04%
IMNM F -0.04%
XRX F -0.04%
ARCT F -0.04%
VFC C -0.04%
HAFC A -0.04%
NRIX D -0.04%
RDUS C -0.04%
KE C -0.03%
DMRC C -0.03%
AEO F -0.03%
OFIX B -0.03%
TITN C -0.03%
PRAA C -0.03%
SR A -0.03%
MOV C -0.03%
FUL F -0.03%
VERV F -0.03%
PACK B -0.03%
CADE B -0.03%
LAZR F -0.03%
TPH D -0.03%
DEA D -0.03%
PFGC B -0.03%
SVRA D -0.03%
ZIP F -0.03%
MGRC B -0.03%
ACA A -0.03%
MEI D -0.03%
BANR B -0.03%
DBX B -0.03%
TRDA B -0.03%
CCRN F -0.03%
NABL F -0.03%
TBPH C -0.03%
FL F -0.03%
PHAT F -0.03%
PRGO B -0.03%
CBL A -0.03%
GTN F -0.03%
CYRX F -0.03%
CNMD C -0.02%
INFA D -0.02%
IMAX B -0.02%
BANC A -0.02%
TDOC C -0.02%
HGV B -0.02%
EWCZ F -0.02%
RAMP C -0.02%
SBRA C -0.02%
RNST B -0.02%
FLGT F -0.02%
CTS C -0.02%
APAM B -0.02%
LILA D -0.02%
MTH D -0.02%
NNI D -0.02%
NBTB B -0.02%
MWA B -0.02%
UMBF B -0.02%
ALEC F -0.02%
PLOW D -0.02%
CWK B -0.02%
HBI B -0.02%
CRMT C -0.02%
PDM D -0.02%
AHH D -0.02%
NMIH D -0.02%
SBH C -0.02%
FIBK A -0.02%
NUVB C -0.02%
EB C -0.02%
ATEX D -0.02%
TMCI D -0.02%
ESTA D -0.01%
SON D -0.01%
AUB B -0.01%
LGF.A C -0.01%
LYEL F -0.01%
JAMF F -0.01%
Compare ETFs