IQSU vs. HAPI ETF Comparison
Comparison of IQ Candriam ESG US Equity ETF (IQSU) to Harbor Corporate Culture ETF (HAPI)
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
$49.60
Average Daily Volume
10,845
Number of Holdings
*
281
* may have additional holdings in another (foreign) market
HAPI
Harbor Corporate Culture ETF
HAPI Description
The fund invests at least 80% of its total assets in securities that are included in the index. The index consists of a modified market capitalization-weighted portfolio of equity securities of approximately 150 U.S. companies identified by Irrational Capital LLC ("Irrational Capital") as those the advisor believes to possess strong corporate culture based on its proprietary scoring methodology.Grade (RS Rating)
Last Trade
$36.20
Average Daily Volume
5,644
Number of Holdings
*
151
* may have additional holdings in another (foreign) market
Performance
| Period | IQSU | HAPI |
|---|---|---|
| 30 Days | 4.52% | 2.60% |
| 60 Days | 4.59% | 4.98% |
| 90 Days | 6.02% | 6.65% |
| 12 Months | 24.96% | 35.11% |
91 Overlapping Holdings
| Symbol | Grade | Weight in IQSU | Weight in HAPI | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 9.59% | 5.25% | 5.25% | |
| ABNB | C | 0.23% | 0.49% | 0.23% | |
| ACGL | D | 0.13% | 0.19% | 0.13% | |
| ADBE | C | 0.87% | 0.74% | 0.74% | |
| ADP | B | 0.48% | 0.39% | 0.39% | |
| ADSK | A | 0.26% | 0.2% | 0.2% | |
| ALNY | D | 0.12% | 0.17% | 0.12% | |
| AMAT | F | 0.55% | 0.76% | 0.55% | |
| AMD | F | 0.86% | 0.67% | 0.67% | |
| ANSS | B | 0.12% | 0.09% | 0.09% | |
| AXP | A | 0.65% | 0.91% | 0.65% | |
| BAC | A | 1.23% | 1.88% | 1.23% | |
| BKR | B | 0.18% | 0.26% | 0.18% | |
| BMRN | D | 0.05% | 0.06% | 0.05% | |
| BR | A | 0.1% | 0.09% | 0.09% | |
| BX | A | 0.51% | 0.71% | 0.51% | |
| CBOE | B | 0.09% | 0.12% | 0.09% | |
| CDNS | B | 0.32% | 0.24% | 0.24% | |
| CL | D | 0.31% | 0.3% | 0.3% | |
| CME | A | 0.32% | 0.44% | 0.32% | |
| CRM | B | 1.2% | 0.94% | 0.94% | |
| CRWD | B | 0.31% | 0.21% | 0.21% | |
| CSCO | B | 0.91% | 0.75% | 0.75% | |
| DD | D | 0.12% | 0.29% | 0.12% | |
| DOC | D | 0.06% | 0.07% | 0.06% | |
| EBAY | D | 0.12% | 0.29% | 0.12% | |
| ED | D | 0.13% | 0.23% | 0.13% | |
| EQIX | A | 0.34% | 0.46% | 0.34% | |
| ESS | B | 0.07% | 0.11% | 0.07% | |
| EW | C | 0.16% | 0.21% | 0.16% | |
| EXC | C | 0.15% | 0.26% | 0.15% | |
| EXR | D | 0.14% | 0.2% | 0.14% | |
| FCX | D | 0.24% | 0.61% | 0.24% | |
| FICO | B | 0.22% | 0.17% | 0.17% | |
| FTNT | C | 0.22% | 0.18% | 0.18% | |
| GE | D | 0.76% | 1.05% | 0.76% | |
| GILD | C | 0.43% | 0.65% | 0.43% | |
| GIS | D | 0.14% | 0.15% | 0.14% | |
| GOOG | C | 2.55% | 2.81% | 2.55% | |
| GOOGL | C | 2.84% | 3.2% | 2.84% | |
| GWW | B | 0.18% | 0.41% | 0.18% | |
| HIG | B | 0.14% | 0.19% | 0.14% | |
| HLT | A | 0.24% | 0.58% | 0.24% | |
| HPE | B | 0.11% | 0.09% | 0.09% | |
| HPQ | B | 0.14% | 0.12% | 0.12% | |
| HUBS | A | 0.13% | 0.1% | 0.1% | |
| IBM | C | 0.77% | 0.6% | 0.6% | |
| INTC | D | 0.4% | 0.32% | 0.32% | |
| INTU | C | 0.7% | 0.57% | 0.57% | |
| IT | C | 0.15% | 0.13% | 0.13% | |
| KKR | A | 0.4% | 0.5% | 0.4% | |
| KLAC | D | 0.33% | 0.25% | 0.25% | |
| KMB | D | 0.18% | 0.18% | 0.18% | |
| LULU | C | 0.13% | 0.31% | 0.13% | |
| MA | C | 1.66% | 2.54% | 1.66% | |
| MAR | B | 0.27% | 0.68% | 0.27% | |
| MDB | C | 0.08% | 0.05% | 0.05% | |
| MDLZ | F | 0.34% | 0.35% | 0.34% | |
| MELI | D | 0.36% | 0.76% | 0.36% | |
| MRVL | B | 0.3% | 0.24% | 0.24% | |
| MS | A | 0.65% | 1.02% | 0.65% | |
| MSCI | C | 0.18% | 0.15% | 0.15% | |
| MSFT | F | 9.56% | 4.3% | 4.3% | |
| NDAQ | A | 0.12% | 0.16% | 0.12% | |
| NKE | D | 0.35% | 0.33% | 0.33% | |
| NOW | A | 0.82% | 0.63% | 0.63% | |
| NTAP | C | 0.1% | 0.08% | 0.08% | |
| PANW | C | 0.49% | 0.34% | 0.34% | |
| PEP | F | 0.86% | 0.84% | 0.84% | |
| PFG | D | 0.08% | 0.12% | 0.08% | |
| PG | A | 1.58% | 1.56% | 1.56% | |
| PLD | D | 0.41% | 0.56% | 0.41% | |
| PWR | A | 0.19% | 0.26% | 0.19% | |
| QCOM | F | 0.67% | 0.56% | 0.56% | |
| RMD | C | 0.14% | 0.2% | 0.14% | |
| ROK | B | 0.13% | 0.09% | 0.09% | |
| SBAC | D | 0.09% | 0.14% | 0.09% | |
| SLB | C | 0.24% | 0.38% | 0.24% | |
| SNPS | B | 0.32% | 0.24% | 0.24% | |
| SPG | B | 0.23% | 0.31% | 0.23% | |
| SYF | B | 0.1% | 0.15% | 0.1% | |
| TEAM | A | 0.15% | 0.13% | 0.13% | |
| TER | D | 0.06% | 0.05% | 0.05% | |
| TRMB | B | 0.07% | 0.05% | 0.05% | |
| TRV | B | 0.23% | 0.33% | 0.23% | |
| TXN | C | 0.7% | 0.61% | 0.61% | |
| URI | B | 0.21% | 0.31% | 0.21% | |
| WDAY | B | 0.21% | 0.16% | 0.16% | |
| WMB | A | 0.28% | 0.56% | 0.28% | |
| ZBRA | B | 0.08% | 0.06% | 0.06% | |
| ZTS | D | 0.32% | 0.46% | 0.32% |
IQSU Overweight 190 Positions Relative to HAPI
| Symbol | Grade | Weight | |
|---|---|---|---|
| TSLA | B | 3.69% | |
| UNH | C | 2.17% | |
| V | A | 1.91% | |
| HD | A | 1.56% | |
| ACN | C | 0.94% | |
| LIN | D | 0.85% | |
| DIS | B | 0.82% | |
| CMCSA | B | 0.65% | |
| SPGI | C | 0.62% | |
| NEE | D | 0.61% | |
| PGR | A | 0.59% | |
| LOW | D | 0.59% | |
| TJX | A | 0.54% | |
| C | A | 0.5% | |
| FI | A | 0.5% | |
| VRTX | F | 0.46% | |
| BMY | B | 0.46% | |
| MU | D | 0.43% | |
| MMC | B | 0.43% | |
| SBUX | A | 0.43% | |
| ADI | D | 0.42% | |
| UPS | C | 0.38% | |
| AMT | D | 0.37% | |
| TT | A | 0.37% | |
| ELV | F | 0.37% | |
| CI | F | 0.36% | |
| LRCX | F | 0.36% | |
| SHW | A | 0.35% | |
| PH | A | 0.35% | |
| ICE | C | 0.35% | |
| PYPL | B | 0.35% | |
| WM | A | 0.35% | |
| CMG | B | 0.32% | |
| ITW | B | 0.32% | |
| PNC | B | 0.32% | |
| WELL | A | 0.32% | |
| MSI | B | 0.32% | |
| MCO | B | 0.3% | |
| CTAS | B | 0.3% | |
| EMR | A | 0.29% | |
| USB | A | 0.29% | |
| MMM | D | 0.28% | |
| APD | A | 0.28% | |
| COF | B | 0.27% | |
| FDX | B | 0.26% | |
| OKE | A | 0.26% | |
| APO | B | 0.26% | |
| AJG | B | 0.25% | |
| DLR | B | 0.24% | |
| ECL | D | 0.24% | |
| TFC | A | 0.24% | |
| ROP | B | 0.23% | |
| SRE | A | 0.23% | |
| BK | A | 0.23% | |
| CARR | D | 0.23% | |
| KMI | A | 0.22% | |
| DASH | A | 0.22% | |
| JCI | C | 0.22% | |
| AMP | A | 0.22% | |
| MPC | D | 0.22% | |
| TGT | F | 0.22% | |
| AFL | B | 0.22% | |
| PSA | D | 0.21% | |
| LNG | B | 0.2% | |
| ALL | A | 0.2% | |
| RCL | A | 0.2% | |
| AZO | C | 0.2% | |
| FIS | C | 0.19% | |
| MET | A | 0.19% | |
| AIG | B | 0.19% | |
| NEM | D | 0.19% | |
| PCG | A | 0.18% | |
| CCI | D | 0.18% | |
| PEG | A | 0.18% | |
| PRU | A | 0.18% | |
| KVUE | A | 0.18% | |
| PAYX | C | 0.18% | |
| VLO | C | 0.18% | |
| FAST | B | 0.18% | |
| DFS | B | 0.17% | |
| EA | A | 0.16% | |
| SNOW | C | 0.16% | |
| CBRE | B | 0.16% | |
| OTIS | C | 0.16% | |
| VRSK | A | 0.16% | |
| IR | B | 0.16% | |
| CHTR | C | 0.15% | |
| YUM | B | 0.15% | |
| SYY | B | 0.15% | |
| KR | B | 0.15% | |
| CTSH | B | 0.15% | |
| IDXX | F | 0.14% | |
| WAB | B | 0.14% | |
| MTB | A | 0.14% | |
| HUM | C | 0.14% | |
| NUE | C | 0.14% | |
| MLM | B | 0.14% | |
| DELL | C | 0.14% | |
| GLW | B | 0.14% | |
| VMC | B | 0.14% | |
| WTW | B | 0.13% | |
| AVB | B | 0.13% | |
| IRM | D | 0.13% | |
| KDP | D | 0.13% | |
| GPN | B | 0.12% | |
| TSCO | D | 0.12% | |
| DXCM | D | 0.12% | |
| TTWO | A | 0.12% | |
| EFX | F | 0.12% | |
| RJF | A | 0.12% | |
| VEEV | C | 0.12% | |
| FITB | A | 0.12% | |
| AWK | D | 0.11% | |
| CHD | B | 0.11% | |
| DOV | A | 0.11% | |
| NVR | D | 0.11% | |
| HAL | C | 0.11% | |
| PPG | F | 0.11% | |
| KEYS | A | 0.11% | |
| ON | D | 0.11% | |
| CAH | B | 0.11% | |
| XYL | D | 0.11% | |
| KHC | F | 0.1% | |
| MTD | D | 0.1% | |
| HBAN | A | 0.1% | |
| CPAY | A | 0.1% | |
| EQR | B | 0.1% | |
| HSY | F | 0.1% | |
| VTR | C | 0.1% | |
| ADM | D | 0.1% | |
| MPWR | F | 0.1% | |
| FTV | C | 0.1% | |
| NTRS | A | 0.09% | |
| WBD | C | 0.09% | |
| WY | D | 0.09% | |
| BIIB | F | 0.09% | |
| ZBH | C | 0.09% | |
| IFF | D | 0.09% | |
| WST | C | 0.09% | |
| CDW | F | 0.09% | |
| RF | A | 0.09% | |
| INVH | D | 0.08% | |
| MKC | D | 0.08% | |
| OMC | C | 0.08% | |
| LH | C | 0.08% | |
| WDC | D | 0.08% | |
| CLX | B | 0.08% | |
| CFG | B | 0.08% | |
| K | A | 0.08% | |
| STE | F | 0.08% | |
| LYB | F | 0.08% | |
| WAT | B | 0.08% | |
| ES | D | 0.08% | |
| PKG | A | 0.08% | |
| EXPD | D | 0.07% | |
| MAS | D | 0.07% | |
| ULTA | F | 0.07% | |
| BBY | D | 0.07% | |
| PINS | D | 0.07% | |
| KEY | B | 0.07% | |
| DGX | A | 0.07% | |
| HOLX | D | 0.07% | |
| MAA | B | 0.07% | |
| ZS | C | 0.07% | |
| TRU | D | 0.07% | |
| BALL | D | 0.07% | |
| STX | D | 0.07% | |
| APTV | D | 0.06% | |
| JBHT | C | 0.06% | |
| VRSN | F | 0.06% | |
| SSNC | B | 0.06% | |
| DG | F | 0.06% | |
| EG | C | 0.06% | |
| ARE | D | 0.06% | |
| GEN | B | 0.06% | |
| OKTA | C | 0.05% | |
| DLTR | F | 0.05% | |
| CAG | D | 0.05% | |
| AKAM | D | 0.05% | |
| AVTR | F | 0.05% | |
| INCY | C | 0.05% | |
| SWKS | F | 0.05% | |
| EL | F | 0.05% | |
| DOX | D | 0.04% | |
| RPRX | D | 0.04% | |
| SNAP | C | 0.04% | |
| CPB | D | 0.03% | |
| ENPH | F | 0.03% | |
| HRL | D | 0.03% | |
| AGR | B | 0.01% |
IQSU Underweight 60 Positions Relative to HAPI
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -8.04% | |
| AMZN | C | -5.0% | |
| JPM | A | -3.99% | |
| META | D | -3.22% | |
| LLY | F | -2.89% | |
| JNJ | D | -2.09% | |
| CVX | A | -2.07% | |
| XLC | A | -1.59% | |
| BKNG | A | -1.52% | |
| BSX | B | -1.15% | |
| NFLX | A | -1.14% | |
| CAT | B | -1.13% | |
| ISRG | A | -1.01% | |
| HON | B | -0.95% | |
| KO | D | -0.93% | |
| AMGN | D | -0.89% | |
| BLK | C | -0.87% | |
| LMT | D | -0.83% | |
| PFE | D | -0.77% | |
| DE | A | -0.67% | |
| SO | D | -0.64% | |
| DUK | C | -0.6% | |
| GEV | B | -0.48% | |
| NOC | D | -0.45% | |
| MO | A | -0.38% | |
| BDX | F | -0.36% | |
| CTVA | C | -0.31% | |
| CMI | A | -0.29% | |
| DOW | F | -0.29% | |
| LHX | C | -0.28% | |
| OXY | D | -0.27% | |
| ANET | C | -0.27% | |
| EXPE | B | -0.26% | |
| DAL | C | -0.23% | |
| EIX | B | -0.22% | |
| STLD | B | -0.2% | |
| A | D | -0.2% | |
| BLDR | D | -0.19% | |
| SPOT | B | -0.17% | |
| F | C | -0.16% | |
| AEE | A | -0.16% | |
| DTE | C | -0.16% | |
| GEHC | F | -0.15% | |
| TTD | B | -0.15% | |
| BRO | B | -0.14% | |
| STZ | D | -0.14% | |
| CINF | A | -0.13% | |
| ARES | A | -0.12% | |
| BAH | F | -0.11% | |
| PHM | D | -0.11% | |
| LII | A | -0.11% | |
| LUV | C | -0.1% | |
| BG | F | -0.08% | |
| MOH | F | -0.08% | |
| RBLX | C | -0.07% | |
| CPT | B | -0.07% | |
| FDS | B | -0.06% | |
| J | F | -0.05% | |
| EPAM | C | -0.04% | |
| BSY | D | -0.03% |
IQSU: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Diversified Industrials
Banks - Regional - US
Semiconductors
Credit Services
Household & Personal Products
Packaged Foods
Software - Infrastructure
Specialty Chemicals
Asset Management
Diagnostics & Research
Specialty Retail
Biotechnology
Capital Markets
Information Technology Services
Internet Content & Information
REIT - Residential
Semiconductor Equipment & Materials
Utilities - Regulated Electric
HAPI: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Utilities - Regulated Electric
Diversified Industrials
Drug Manufacturers - Major
Asset Management
Internet Content & Information
Business Services
Capital Markets
Communication Equipment
Credit Services
Financial Data & Stock Exchanges
Household & Personal Products
Information Technology Services
Medical Instruments & Supplies
Semiconductor Equipment & Materials
Software - Infrastructure
Specialty Retail
Aerospace & Defense
Airlines
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