IQSU vs. FDVV ETF Comparison
Comparison of IQ Candriam ESG US Equity ETF (IQSU) to Fidelity Core Dividend ETF (FDVV)
IQSU
IQ Candriam ESG US Equity ETF
IQSU Description
The investment seeks investment results that track (before fees and expenses) the price and yield performance of its underlying index, the IQ Candriam ESG US Equity Index. The Advisor employs a passive management - or indexing - investment approach designed to track the performance of the underlying index. The underlying index is designed to deliver exposure to equity securities of companies meeting environmental, social and corporate governance (ESG) criteria developed by Candriam and weighted using a market capitalization weighting methodology.
Grade (RS Rating)
Last Trade
$47.68
Average Daily Volume
10,612
279
FDVV
Fidelity Core Dividend ETF
FDVV Description
The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity Core Dividend Index. Normally investing at least 80% of assets in securities included in the Fidelity Core Dividend Index and in depository receipts representing securities included in the index. The Fidelity Core Dividend Index is designed to reflect the performance of stocks of large and mid-capitalization dividend-paying companies that are expected to continue to pay and grow their dividends.Grade (RS Rating)
Last Trade
$50.36
Average Daily Volume
395,489
92
Performance
Period | IQSU | FDVV |
---|---|---|
30 Days | 2.53% | 1.97% |
60 Days | 4.43% | 5.24% |
90 Days | 5.15% | 8.30% |
12 Months | 28.85% | 33.79% |
42 Overlapping Holdings
Symbol | Grade | Weight in IQSU | Weight in FDVV | Overlap | |
---|---|---|---|---|---|
AAPL | C | 9.7% | 5.75% | 5.75% | |
BAC | D | 1.08% | 0.63% | 0.63% | |
BBY | A | 0.08% | 0.27% | 0.08% | |
BMY | C | 0.41% | 0.47% | 0.41% | |
BX | C | 0.43% | 0.49% | 0.43% | |
C | C | 0.46% | 0.45% | 0.45% | |
CCI | C | 0.2% | 1.0% | 0.2% | |
CMCSA | C | 0.64% | 0.15% | 0.15% | |
CME | B | 0.32% | 0.38% | 0.32% | |
CSCO | B | 0.86% | 1.01% | 0.86% | |
DELL | C | 0.14% | 0.98% | 0.14% | |
EA | D | 0.14% | 0.11% | 0.11% | |
ES | B | 0.09% | 1.3% | 0.09% | |
GE | C | 0.81% | 1.73% | 0.81% | |
GILD | B | 0.42% | 0.5% | 0.42% | |
HD | B | 1.59% | 0.48% | 0.48% | |
HPQ | C | 0.15% | 0.87% | 0.15% | |
IBM | B | 0.83% | 1.07% | 0.83% | |
KMI | C | 0.17% | 1.29% | 0.17% | |
LOW | B | 0.61% | 0.33% | 0.33% | |
MAR | B | 0.24% | 0.24% | 0.24% | |
MS | B | 0.53% | 0.47% | 0.47% | |
MSFT | C | 10.11% | 5.53% | 5.53% | |
NEE | B | 0.68% | 1.77% | 0.68% | |
NKE | D | 0.44% | 0.22% | 0.22% | |
OMC | B | 0.08% | 0.12% | 0.08% | |
PEP | D | 0.94% | 1.69% | 0.94% | |
PG | C | 1.65% | 2.08% | 1.65% | |
PLD | C | 0.47% | 1.09% | 0.47% | |
PNC | C | 0.29% | 0.45% | 0.29% | |
PSA | C | 0.23% | 1.2% | 0.23% | |
QCOM | D | 0.77% | 1.13% | 0.77% | |
SBUX | C | 0.44% | 0.28% | 0.28% | |
SPG | B | 0.22% | 1.15% | 0.22% | |
TFC | D | 0.23% | 0.4% | 0.23% | |
TJX | C | 0.55% | 0.33% | 0.33% | |
TXN | B | 0.76% | 1.17% | 0.76% | |
UNH | C | 2.13% | 0.91% | 0.91% | |
UPS | D | 0.39% | 1.09% | 0.39% | |
USB | C | 0.27% | 0.41% | 0.27% | |
V | C | 1.73% | 0.74% | 0.74% | |
WY | C | 0.1% | 0.92% | 0.1% |
IQSU Overweight 237 Positions Relative to FDVV
Symbol | Grade | Weight | |
---|---|---|---|
TSLA | C | 2.82% | |
GOOGL | D | 2.67% | |
GOOG | D | 2.4% | |
MA | B | 1.63% | |
AMD | C | 1.08% | |
CRM | C | 1.05% | |
ACN | C | 0.96% | |
LIN | B | 0.93% | |
ADBE | F | 0.92% | |
NOW | C | 0.73% | |
AMAT | D | 0.7% | |
INTU | D | 0.7% | |
DIS | D | 0.7% | |
SPGI | C | 0.65% | |
AXP | B | 0.62% | |
PGR | C | 0.59% | |
ELV | D | 0.5% | |
MU | D | 0.49% | |
VRTX | D | 0.48% | |
ADI | C | 0.47% | |
ADP | C | 0.46% | |
MMC | C | 0.45% | |
LRCX | D | 0.45% | |
AMT | C | 0.44% | |
KLAC | D | 0.44% | |
PANW | D | 0.44% | |
INTC | D | 0.41% | |
MELI | C | 0.4% | |
MDLZ | C | 0.4% | |
CI | C | 0.39% | |
SHW | B | 0.37% | |
ICE | C | 0.36% | |
ZTS | B | 0.36% | |
KKR | B | 0.35% | |
TT | B | 0.35% | |
WM | D | 0.34% | |
PYPL | B | 0.34% | |
CL | C | 0.34% | |
PH | B | 0.33% | |
EQIX | B | 0.33% | |
SNPS | F | 0.32% | |
CMG | D | 0.32% | |
ITW | B | 0.32% | |
WELL | C | 0.31% | |
MMM | B | 0.31% | |
FCX | C | 0.3% | |
CDNS | D | 0.3% | |
MSI | B | 0.3% | |
MCO | C | 0.3% | |
CTAS | C | 0.29% | |
TGT | C | 0.29% | |
CARR | B | 0.26% | |
CRWD | D | 0.26% | |
NEM | C | 0.26% | |
ECL | B | 0.26% | |
APD | B | 0.26% | |
EMR | D | 0.25% | |
MRVL | D | 0.25% | |
SLB | F | 0.24% | |
ROP | C | 0.24% | |
ADSK | B | 0.24% | |
AJG | D | 0.24% | |
FDX | D | 0.24% | |
AFL | A | 0.23% | |
HLT | B | 0.23% | |
MPC | F | 0.23% | |
BK | B | 0.22% | |
TRV | C | 0.22% | |
AZO | B | 0.22% | |
WMB | C | 0.22% | |
ABNB | D | 0.22% | |
COF | B | 0.22% | |
WDAY | D | 0.21% | |
JCI | B | 0.21% | |
SRE | B | 0.21% | |
OKE | C | 0.21% | |
DLR | B | 0.21% | |
URI | B | 0.21% | |
AIG | D | 0.2% | |
MET | B | 0.2% | |
ALL | C | 0.2% | |
APO | B | 0.2% | |
FIS | C | 0.19% | |
AMP | B | 0.19% | |
FICO | B | 0.19% | |
FTNT | B | 0.19% | |
KMB | C | 0.19% | |
PRU | C | 0.18% | |
MSCI | C | 0.18% | |
KVUE | B | 0.18% | |
MPWR | B | 0.18% | |
VLO | F | 0.18% | |
TEL | D | 0.18% | |
DASH | B | 0.18% | |
GWW | B | 0.17% | |
IDXX | D | 0.17% | |
GIS | B | 0.17% | |
PCG | C | 0.17% | |
OTIS | B | 0.17% | |
PWR | B | 0.17% | |
PAYX | C | 0.17% | |
PEG | B | 0.17% | |
IR | B | 0.16% | |
SYY | C | 0.16% | |
IT | C | 0.16% | |
EW | F | 0.16% | |
EXC | B | 0.16% | |
KDP | B | 0.16% | |
ACGL | B | 0.16% | |
LNG | D | 0.16% | |
RCL | B | 0.16% | |
FAST | C | 0.16% | |
EXR | C | 0.15% | |
KR | B | 0.15% | |
HUM | F | 0.15% | |
VRSK | D | 0.15% | |
CBRE | B | 0.15% | |
CTSH | B | 0.15% | |
YUM | B | 0.15% | |
IRM | C | 0.14% | |
ALNY | C | 0.14% | |
DFS | C | 0.14% | |
HIG | B | 0.14% | |
GLW | B | 0.14% | |
BKR | C | 0.14% | |
RMD | C | 0.14% | |
EFX | C | 0.14% | |
SNOW | F | 0.14% | |
ED | B | 0.14% | |
NUE | D | 0.14% | |
MTD | C | 0.13% | |
ON | D | 0.13% | |
PPG | C | 0.13% | |
XYL | C | 0.13% | |
AVB | C | 0.13% | |
EBAY | B | 0.13% | |
WAB | B | 0.13% | |
VMC | C | 0.13% | |
MLM | D | 0.13% | |
DD | B | 0.13% | |
NVR | B | 0.12% | |
MTB | C | 0.12% | |
FITB | B | 0.12% | |
ADM | D | 0.12% | |
LULU | D | 0.12% | |
WTW | B | 0.12% | |
CHTR | D | 0.12% | |
CDW | D | 0.12% | |
VEEV | C | 0.12% | |
ROK | D | 0.12% | |
TSCO | B | 0.12% | |
DOV | B | 0.11% | |
DXCM | F | 0.11% | |
CAH | C | 0.11% | |
IFF | A | 0.11% | |
NDAQ | C | 0.11% | |
KHC | C | 0.11% | |
FTV | C | 0.11% | |
KEYS | B | 0.11% | |
AWK | C | 0.11% | |
BIIB | F | 0.11% | |
HSY | D | 0.11% | |
ANSS | D | 0.11% | |
LYB | D | 0.1% | |
TTWO | D | 0.1% | |
BR | C | 0.1% | |
HAL | F | 0.1% | |
GPN | D | 0.1% | |
CHD | C | 0.1% | |
SBAC | C | 0.1% | |
EQR | C | 0.1% | |
NTAP | D | 0.1% | |
VTR | C | 0.1% | |
TEAM | D | 0.1% | |
HUBS | D | 0.1% | |
HPE | C | 0.1% | |
STX | B | 0.09% | |
EL | D | 0.09% | |
CBOE | C | 0.09% | |
ZBH | F | 0.09% | |
WDC | C | 0.09% | |
WST | D | 0.09% | |
RJF | C | 0.09% | |
STE | B | 0.09% | |
ARE | C | 0.08% | |
DG | F | 0.08% | |
MDB | D | 0.08% | |
ZBRA | B | 0.08% | |
PKG | B | 0.08% | |
PINS | D | 0.08% | |
APTV | D | 0.08% | |
ULTA | D | 0.08% | |
SYF | C | 0.08% | |
CLX | C | 0.08% | |
INVH | D | 0.08% | |
TRU | B | 0.08% | |
PFG | B | 0.08% | |
BALL | C | 0.08% | |
K | A | 0.08% | |
WAT | B | 0.08% | |
MKC | C | 0.08% | |
CPAY | B | 0.08% | |
HBAN | B | 0.08% | |
RF | B | 0.08% | |
TER | C | 0.08% | |
EG | B | 0.07% | |
AVTR | C | 0.07% | |
DGX | B | 0.07% | |
EXPD | B | 0.07% | |
MAS | B | 0.07% | |
CFG | D | 0.07% | |
NTRS | C | 0.07% | |
MAA | C | 0.07% | |
WBD | D | 0.07% | |
HOLX | D | 0.07% | |
ESS | C | 0.07% | |
JBHT | D | 0.06% | |
DLTR | F | 0.06% | |
AKAM | D | 0.06% | |
TRMB | C | 0.06% | |
ENPH | D | 0.06% | |
CAG | B | 0.06% | |
KEY | C | 0.06% | |
ZS | F | 0.06% | |
DOC | B | 0.06% | |
SWKS | F | 0.06% | |
SSNC | C | 0.06% | |
VRSN | C | 0.06% | |
OKTA | F | 0.05% | |
INCY | C | 0.05% | |
BMRN | F | 0.05% | |
HRL | F | 0.04% | |
CPB | C | 0.04% | |
DOX | C | 0.04% | |
RPRX | C | 0.04% | |
SNAP | D | 0.04% | |
AGR | C | 0.01% |
IQSU Underweight 50 Positions Relative to FDVV
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | C | -5.55% | |
AVGO | C | -2.03% | |
XOM | D | -1.97% | |
PM | C | -1.91% | |
TRGP | C | -1.75% | |
MO | C | -1.63% | |
RTX | B | -1.58% | |
CAT | B | -1.55% | |
LMT | A | -1.52% | |
SO | B | -1.51% | |
AEP | C | -1.44% | |
CVX | F | -1.42% | |
DUK | B | -1.4% | |
D | C | -1.38% | |
EIX | B | -1.35% | |
UNP | D | -1.26% | |
HON | C | -1.26% | |
OHI | C | -1.22% | |
COP | F | -1.2% | |
EOG | D | -1.2% | |
ACI | F | -1.06% | |
PCAR | D | -1.05% | |
VICI | C | -0.99% | |
GLPI | C | -0.98% | |
DVN | F | -0.98% | |
JPM | D | -0.94% | |
WPC | C | -0.9% | |
JNJ | C | -0.75% | |
ABBV | B | -0.74% | |
GEV | B | -0.57% | |
AMGN | D | -0.56% | |
PFE | D | -0.56% | |
GS | B | -0.55% | |
WFC | D | -0.53% | |
WBA | F | -0.48% | |
CVS | D | -0.37% | |
MCD | B | -0.34% | |
DKS | D | -0.29% | |
GM | C | -0.29% | |
F | F | -0.21% | |
VZ | A | -0.17% | |
T | B | -0.17% | |
TKO | A | -0.14% | |
FOXA | B | -0.13% | |
NWSA | D | -0.11% | |
NYT | B | -0.11% | |
IPG | C | -0.1% | |
NXST | D | -0.09% | |
WMG | D | -0.08% | |
PARA | D | -0.07% |
IQSU: Top Represented Industries & Keywords
FDVV: Top Represented Industries & Keywords