IQSU vs. JCTR ETF Comparison

Comparison of IQ Candriam ESG US Equity ETF (IQSU) to JPMorgan Carbon Transition U.S. Equity ETF (JCTR)
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

Number of Holdings *

279

* may have additional holdings in another (foreign) market
JCTR

JPMorgan Carbon Transition U.S. Equity ETF

JCTR Description The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JPMorgan Asset Management Carbon Transition U.S. Equity Index. The fund will invest at least 80% of its assets in securities included in index. The index is designed to capture the performance of companies which have been identified through its rules-based process as better positioned to benefit from a transition to a lower carbon economy while also providing broader U.S. market exposure.

Grade (RS Rating)

Last Trade

$77.19

Average Daily Volume

403

Number of Holdings *

403

* may have additional holdings in another (foreign) market
Performance
Period IQSU JCTR
30 Days 2.53% 2.52%
60 Days 4.43% 5.29%
90 Days 5.15% 5.18%
12 Months 28.85% 33.76%
166 Overlapping Holdings
Symbol Grade Weight in IQSU Weight in JCTR Overlap
AAPL C 9.7% 6.7% 6.7%
ABNB D 0.22% 0.21% 0.21%
ACGL B 0.16% 0.16% 0.16%
ACN C 0.96% 0.74% 0.74%
ADBE F 0.92% 0.74% 0.74%
ADI C 0.47% 0.03% 0.03%
ADP C 0.46% 0.44% 0.44%
ADSK B 0.24% 0.22% 0.22%
AFL A 0.23% 0.24% 0.23%
AGR C 0.01% 0.01% 0.01%
AIG D 0.2% 0.19% 0.19%
AJG D 0.24% 0.23% 0.23%
ALNY C 0.14% 0.13% 0.13%
AMAT D 0.7% 0.55% 0.55%
AMD C 1.08% 0.77% 0.77%
ANSS D 0.11% 0.1% 0.1%
APO B 0.2% 0.24% 0.2%
AVB C 0.13% 0.13% 0.13%
AWK C 0.11% 0.11% 0.11%
AXP B 0.62% 0.59% 0.59%
AZO B 0.22% 0.12% 0.12%
BAC D 1.08% 0.34% 0.34%
BX C 0.43% 0.43% 0.43%
C C 0.46% 0.46% 0.46%
CARR B 0.26% 0.26% 0.26%
CBOE C 0.09% 0.08% 0.08%
CBRE B 0.15% 0.14% 0.14%
CCI C 0.2% 0.19% 0.19%
CDNS D 0.3% 0.3% 0.3%
CDW D 0.12% 0.12% 0.12%
CHD C 0.1% 0.1% 0.1%
CI C 0.39% 0.38% 0.38%
CL C 0.34% 0.32% 0.32%
CLX C 0.08% 0.08% 0.08%
CMCSA C 0.64% 0.36% 0.36%
CME B 0.32% 0.3% 0.3%
CMG D 0.32% 0.3% 0.3%
COF B 0.22% 0.22% 0.22%
CRM C 1.05% 0.26% 0.26%
CSCO B 0.86% 0.72% 0.72%
CTAS C 0.29% 0.27% 0.27%
DFS C 0.14% 0.14% 0.14%
DIS D 0.7% 0.15% 0.15%
DOV B 0.11% 0.1% 0.1%
DXCM F 0.11% 0.11% 0.11%
EA D 0.14% 0.14% 0.14%
EBAY B 0.13% 0.12% 0.12%
ECL B 0.26% 0.24% 0.24%
ED B 0.14% 0.14% 0.14%
EFX C 0.14% 0.14% 0.14%
EG B 0.07% 0.06% 0.06%
EL D 0.09% 0.08% 0.08%
ELV D 0.5% 0.48% 0.48%
EMR D 0.25% 0.23% 0.23%
ENPH D 0.06% 0.07% 0.06%
ES B 0.09% 0.09% 0.09%
ESS C 0.07% 0.08% 0.07%
EW F 0.16% 0.15% 0.15%
EXC B 0.16% 0.15% 0.15%
EXPD B 0.07% 0.07% 0.07%
EXR C 0.15% 0.14% 0.14%
FIS C 0.19% 0.18% 0.18%
FTNT B 0.19% 0.18% 0.18%
GILD B 0.42% 0.4% 0.4%
GIS B 0.17% 0.16% 0.16%
GOOGL D 2.67% 3.11% 2.67%
GPN D 0.1% 0.11% 0.1%
GWW B 0.17% 0.17% 0.17%
HAL F 0.1% 0.1% 0.1%
HD B 1.59% 1.06% 1.06%
HOLX D 0.07% 0.07% 0.07%
HSY D 0.11% 0.11% 0.11%
HUBS D 0.1% 0.1% 0.1%
IBM B 0.83% 0.13% 0.13%
ICE C 0.36% 0.35% 0.35%
IDXX D 0.17% 0.16% 0.16%
IFF A 0.11% 0.1% 0.1%
INCY C 0.05% 0.05% 0.05%
INTC D 0.41% 0.04% 0.04%
INTU D 0.7% 0.66% 0.66%
IR B 0.16% 0.15% 0.15%
IT C 0.16% 0.15% 0.15%
ITW B 0.32% 0.3% 0.3%
KDP B 0.16% 0.15% 0.15%
KEYS B 0.11% 0.11% 0.11%
KHC C 0.11% 0.06% 0.06%
KKR B 0.35% 0.34% 0.34%
KLAC D 0.44% 0.4% 0.4%
LIN B 0.93% 0.71% 0.71%
LOW B 0.61% 0.07% 0.07%
LRCX D 0.45% 0.05% 0.05%
LULU D 0.12% 0.13% 0.12%
MA B 1.63% 1.1% 1.1%
MAS B 0.07% 0.07% 0.07%
MCO C 0.3% 0.3% 0.3%
MDB D 0.08% 0.07% 0.07%
MDLZ C 0.4% 0.39% 0.39%
MET B 0.2% 0.19% 0.19%
MKC C 0.08% 0.08% 0.08%
MMC C 0.45% 0.0% 0.0%
MRVL D 0.25% 0.25% 0.25%
MS B 0.53% 0.45% 0.45%
MSCI C 0.18% 0.17% 0.17%
MSFT C 10.11% 6.06% 6.06%
MSI B 0.3% 0.28% 0.28%
MTD C 0.13% 0.13% 0.13%
MU D 0.49% 0.07% 0.07%
NDAQ C 0.11% 0.11% 0.11%
NEE B 0.68% 0.65% 0.65%
NEM C 0.26% 0.24% 0.24%
NKE D 0.44% 0.37% 0.37%
NOW C 0.73% 0.72% 0.72%
OKE C 0.21% 0.21% 0.21%
OKTA F 0.05% 0.04% 0.04%
OMC B 0.08% 0.08% 0.08%
OTIS B 0.17% 0.15% 0.15%
PANW D 0.44% 0.39% 0.39%
PAYX C 0.17% 0.16% 0.16%
PCG C 0.17% 0.16% 0.16%
PEG B 0.17% 0.16% 0.16%
PEP D 0.94% 0.76% 0.76%
PG C 1.65% 1.07% 1.07%
PGR C 0.59% 0.57% 0.57%
PH B 0.33% 0.3% 0.3%
PINS D 0.08% 0.07% 0.07%
PLD C 0.47% 0.46% 0.46%
PRU C 0.18% 0.17% 0.17%
PSA C 0.23% 0.22% 0.22%
PYPL B 0.34% 0.31% 0.31%
QCOM D 0.77% 0.22% 0.22%
RMD C 0.14% 0.14% 0.14%
ROK D 0.12% 0.12% 0.12%
ROP C 0.24% 0.23% 0.23%
SBAC C 0.1% 0.1% 0.1%
SHW B 0.37% 0.12% 0.12%
SLB F 0.24% 0.24% 0.24%
SNPS F 0.32% 0.3% 0.3%
SPG B 0.22% 0.21% 0.21%
SPGI C 0.65% 0.63% 0.63%
SRE B 0.21% 0.2% 0.2%
SYF C 0.08% 0.08% 0.08%
TEAM D 0.1% 0.1% 0.1%
TJX C 0.55% 0.06% 0.06%
TRMB C 0.06% 0.06% 0.06%
TRU B 0.08% 0.08% 0.08%
TRV C 0.22% 0.21% 0.21%
TSCO B 0.12% 0.11% 0.11%
TSLA C 2.82% 1.67% 1.67%
TT B 0.35% 0.33% 0.33%
TTWO D 0.1% 0.1% 0.1%
TXN B 0.76% 0.16% 0.16%
ULTA D 0.08% 0.08% 0.08%
UNH C 2.13% 1.29% 1.29%
URI B 0.21% 0.21% 0.21%
V C 1.73% 1.17% 1.17%
VEEV C 0.12% 0.12% 0.12%
VRSK D 0.15% 0.15% 0.15%
VRTX D 0.48% 0.47% 0.47%
WAB B 0.13% 0.12% 0.12%
WAT B 0.08% 0.07% 0.07%
WM D 0.34% 0.32% 0.32%
WMB C 0.22% 0.21% 0.21%
XYL C 0.13% 0.13% 0.13%
YUM B 0.15% 0.14% 0.14%
ZBRA B 0.08% 0.07% 0.07%
ZS F 0.06% 0.02% 0.02%
IQSU Overweight 113 Positions Relative to JCTR
Symbol Grade Weight
GOOG D 2.4%
GE C 0.81%
AMT C 0.44%
SBUX C 0.44%
BMY C 0.41%
MELI C 0.4%
UPS D 0.39%
ZTS B 0.36%
EQIX B 0.33%
WELL C 0.31%
MMM B 0.31%
FCX C 0.3%
TGT C 0.29%
PNC C 0.29%
USB C 0.27%
CRWD D 0.26%
APD B 0.26%
FDX D 0.24%
MAR B 0.24%
TFC D 0.23%
HLT B 0.23%
MPC F 0.23%
BK B 0.22%
WDAY D 0.21%
JCI B 0.21%
DLR B 0.21%
ALL C 0.2%
AMP B 0.19%
FICO B 0.19%
KMB C 0.19%
KVUE B 0.18%
MPWR B 0.18%
VLO F 0.18%
TEL D 0.18%
DASH B 0.18%
KMI C 0.17%
PWR B 0.17%
SYY C 0.16%
LNG D 0.16%
RCL B 0.16%
FAST C 0.16%
HPQ C 0.15%
KR B 0.15%
HUM F 0.15%
CTSH B 0.15%
IRM C 0.14%
DELL C 0.14%
HIG B 0.14%
GLW B 0.14%
BKR C 0.14%
SNOW F 0.14%
NUE D 0.14%
ON D 0.13%
PPG C 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%
WTW B 0.12%
CHTR D 0.12%
CAH C 0.11%
FTV C 0.11%
BIIB F 0.11%
WY C 0.1%
LYB D 0.1%
BR C 0.1%
EQR C 0.1%
NTAP D 0.1%
VTR C 0.1%
HPE C 0.1%
STX B 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%
PKG B 0.08%
BBY A 0.08%
APTV D 0.08%
INVH D 0.08%
PFG B 0.08%
BALL C 0.08%
K A 0.08%
CPAY B 0.08%
HBAN B 0.08%
RF B 0.08%
TER C 0.08%
AVTR C 0.07%
DGX B 0.07%
CFG D 0.07%
NTRS C 0.07%
MAA C 0.07%
WBD D 0.07%
JBHT D 0.06%
DLTR F 0.06%
AKAM D 0.06%
CAG B 0.06%
KEY C 0.06%
DOC B 0.06%
SWKS F 0.06%
SSNC C 0.06%
VRSN C 0.06%
BMRN F 0.05%
HRL F 0.04%
CPB C 0.04%
DOX C 0.04%
RPRX C 0.04%
SNAP D 0.04%
IQSU Underweight 237 Positions Relative to JCTR
Symbol Grade Weight
NVDA C -5.65%
AMZN C -3.18%
META B -2.09%
LLY D -1.8%
AVGO C -1.71%
XOM D -1.31%
BRK.A C -0.93%
NFLX B -0.88%
MCD B -0.74%
CAT B -0.68%
ISRG C -0.66%
AMGN D -0.66%
GS B -0.61%
UBER C -0.58%
BKNG B -0.57%
COST C -0.56%
JNJ C -0.55%
SYK C -0.51%
COP F -0.5%
BSX B -0.47%
REGN D -0.46%
CB B -0.45%
ABBV B -0.44%
WMT B -0.43%
DE A -0.4%
MRK F -0.39%
SCHW D -0.37%
ANET C -0.37%
ORCL B -0.28%
CVS D -0.28%
PLTR C -0.28%
CVX F -0.27%
AON B -0.27%
MCK F -0.26%
TMO B -0.25%
DHR B -0.24%
DHI C -0.23%
BLK B -0.23%
PCAR D -0.2%
O B -0.2%
SPOT C -0.2%
WFC D -0.19%
NU C -0.18%
LEN B -0.18%
ABT C -0.17%
IQV D -0.17%
CPRT D -0.17%
RSG D -0.16%
A C -0.16%
SQ D -0.15%
MNST D -0.15%
STZ C -0.15%
AME C -0.15%
HES F -0.14%
VZ A -0.14%
EOG D -0.13%
TRGP C -0.13%
DDOG D -0.13%
EIX B -0.12%
FANG F -0.12%
CSGP D -0.12%
ARES B -0.11%
PFE D -0.11%
PHM B -0.11%
FSLR C -0.1%
VLTO B -0.1%
SMCI F -0.09%
HUBB B -0.09%
TYL C -0.09%
NET D -0.09%
DECK C -0.09%
BAH B -0.08%
UNP D -0.08%
PTC C -0.08%
MRNA F -0.08%
LPLA D -0.07%
AVY C -0.07%
EXPE C -0.07%
CNP C -0.07%
WRB D -0.07%
ROST C -0.07%
LII C -0.07%
WSM C -0.07%
TDY B -0.07%
CSL B -0.07%
SNA B -0.06%
NI B -0.06%
FOXA B -0.06%
RGA C -0.06%
NDSN C -0.06%
HOOD C -0.06%
UDR C -0.06%
RBA D -0.06%
KIM C -0.06%
PODD C -0.06%
T B -0.06%
IEX C -0.06%
LYV A -0.06%
IPG C -0.05%
HAS B -0.05%
OHI C -0.05%
TOST C -0.05%
ALLE B -0.05%
KMX D -0.05%
JKHY B -0.05%
WPC C -0.05%
TTEK C -0.05%
FND C -0.05%
AMH D -0.05%
REG C -0.05%
BXP C -0.05%
RNR B -0.05%
TW B -0.05%
Z C -0.05%
CE D -0.05%
ACM B -0.05%
POOL C -0.05%
IBKR B -0.05%
GWRE B -0.05%
NTRA C -0.05%
CLH C -0.05%
GGG C -0.05%
PSTG F -0.05%
AR C -0.04%
FCN C -0.04%
TPR A -0.04%
OLED D -0.04%
WCC C -0.04%
ALB D -0.04%
RGLD C -0.04%
ELS D -0.04%
WTRG D -0.04%
MORN C -0.04%
EPAM F -0.04%
AFRM D -0.04%
ONTO C -0.04%
REXR C -0.04%
PRI B -0.04%
MKTX D -0.04%
DAY D -0.04%
GPC D -0.04%
CNH C -0.04%
CUBE C -0.04%
CHRW B -0.04%
JLL B -0.04%
NVT C -0.04%
FE B -0.03%
VVV D -0.03%
MTZ C -0.03%
VNT F -0.03%
LSTR D -0.03%
GNTX D -0.03%
U D -0.03%
CGNX F -0.03%
BSY C -0.03%
SCCO C -0.03%
PLNT C -0.03%
G C -0.03%
STAG D -0.03%
PCTY D -0.03%
LAD B -0.03%
GNRC D -0.03%
AGNC B -0.03%
MTCH C -0.03%
MKSI F -0.03%
FRT C -0.03%
MIDD C -0.03%
GLOB D -0.03%
ETSY D -0.03%
SSD C -0.03%
CROX C -0.03%
FRPT C -0.03%
RL B -0.03%
SKX C -0.03%
BRX C -0.03%
CIEN B -0.03%
WFRD F -0.03%
XP D -0.03%
TWLO C -0.03%
ALLY F -0.03%
JEF C -0.03%
CWEN A -0.02%
SLM C -0.02%
DLB D -0.02%
W C -0.02%
AXS B -0.02%
AMG C -0.02%
WU C -0.02%
STWD B -0.02%
NFG B -0.02%
BHF F -0.02%
PATH D -0.02%
ASH F -0.02%
AL C -0.02%
CPRI D -0.02%
UGI B -0.02%
MSA D -0.02%
TPG C -0.02%
LYFT D -0.02%
GME D -0.02%
COTY D -0.02%
CHH B -0.02%
RHI D -0.02%
HXL F -0.02%
RGEN F -0.02%
ESI C -0.02%
BBWI D -0.02%
LSCC D -0.02%
FMC B -0.02%
ELF F -0.02%
WEX C -0.02%
IONS F -0.02%
FLS C -0.02%
AYI B -0.02%
SRCL B -0.02%
VFC B -0.02%
DNB D -0.01%
COLM C -0.01%
CERT F -0.01%
IRDM C -0.01%
MAN C -0.01%
ZI D -0.01%
HAYW C -0.01%
DV F -0.01%
YETI D -0.01%
MDT B -0.01%
ENOV F -0.01%
HUN C -0.01%
PAG D -0.01%
CFLT F -0.01%
WEN C -0.01%
RYN C -0.01%
PINC D -0.0%
PEGA B -0.0%
SMG B -0.0%
MPW C -0.0%
NFE F -0.0%
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