IQSU vs. JPUS ETF Comparison

Comparison of IQ Candriam ESG US Equity ETF (IQSU) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)

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

JPUS

JPMorgan Diversified Return U.S. Equity ETF

JPUS Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell 1000 Diversified Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics, originally developed by the adviser. Holdings in the underlying index are selected by the index provider primarily from the constituents of the Russell 1000 Index, a larger Russell index, which is comprised of large- and mid-cap equity securities in the United States.

Grade (RS Rating)

Last Trade

$122.50

Average Daily Volume

6,905

Number of Holdings ^*

355

* may have additional holdings in another (foreign) market

Performance

Period	IQSU	JPUS
30 Days	4.52%	2.72%
60 Days	4.59%	2.86%
90 Days	6.02%	5.12%
12 Months	24.96%	27.89%

126 Overlapping Holdings

Symbol	Grade	Weight in IQSU	Weight in JPUS	Overlap
AAPL	C	9.59%	0.36%	0.36%
ACGL	D	0.13%	0.31%	0.13%
ACN	C	0.94%	0.32%	0.32%
ADBE	C	0.87%	0.05%	0.05%
ADI	D	0.42%	0.35%	0.35%
ADM	D	0.1%	0.34%	0.1%
AFL	B	0.22%	0.38%	0.22%
AMAT	F	0.55%	0.31%	0.31%
AMP	A	0.22%	0.29%	0.22%
APO	B	0.26%	0.23%	0.23%
AVB	B	0.13%	0.31%	0.13%
AZO	C	0.2%	0.35%	0.2%
BAC	A	1.23%	0.31%	0.31%
BBY	D	0.07%	0.24%	0.07%
BMY	B	0.46%	0.25%	0.25%
CAG	D	0.05%	0.32%	0.05%
CAH	B	0.11%	0.36%	0.11%
CARR	D	0.23%	0.09%	0.09%
CBOE	B	0.09%	0.25%	0.09%
CBRE	B	0.16%	0.05%	0.05%
CCI	D	0.18%	0.16%	0.16%
CDNS	B	0.32%	0.33%	0.32%
CFG	B	0.08%	0.07%	0.07%
CHD	B	0.11%	0.34%	0.11%
CHTR	C	0.15%	0.4%	0.15%
CI	F	0.36%	0.35%	0.35%
CL	D	0.31%	0.32%	0.31%
CLX	B	0.08%	0.35%	0.08%
CMCSA	B	0.65%	0.42%	0.42%
COF	B	0.27%	0.45%	0.27%
CPB	D	0.03%	0.33%	0.03%
CSCO	B	0.91%	0.41%	0.41%
CTSH	B	0.15%	0.37%	0.15%
DFS	B	0.17%	0.13%	0.13%
DGX	A	0.07%	0.36%	0.07%
DOX	D	0.04%	0.24%	0.04%
EA	A	0.16%	0.19%	0.16%
ECL	D	0.24%	0.29%	0.24%
ED	D	0.13%	0.34%	0.13%
EG	C	0.06%	0.28%	0.06%
ELV	F	0.37%	0.26%	0.26%
EQR	B	0.1%	0.2%	0.1%
ESS	B	0.07%	0.37%	0.07%
EXC	C	0.15%	0.31%	0.15%
FAST	B	0.18%	0.39%	0.18%
FCX	D	0.24%	0.25%	0.24%
FITB	A	0.12%	0.31%	0.12%
GEN	B	0.06%	0.07%	0.06%
GILD	C	0.43%	0.35%	0.35%
GIS	D	0.14%	0.33%	0.14%
GOOGL	C	2.84%	0.11%	0.11%
GWW	B	0.18%	0.43%	0.18%
HBAN	A	0.1%	0.33%	0.1%
HIG	B	0.14%	0.39%	0.14%
HOLX	D	0.07%	0.28%	0.07%
HPE	B	0.11%	0.3%	0.11%
HRL	D	0.03%	0.35%	0.03%
HSY	F	0.1%	0.26%	0.1%
IBM	C	0.77%	0.3%	0.3%
IFF	D	0.09%	0.21%	0.09%
INTU	C	0.7%	0.36%	0.36%
IRM	D	0.13%	0.39%	0.13%
IT	C	0.15%	0.32%	0.15%
ITW	B	0.32%	0.34%	0.32%
K	A	0.08%	0.38%	0.08%
KDP	D	0.13%	0.26%	0.13%
KEY	B	0.07%	0.06%	0.06%
KHC	F	0.1%	0.34%	0.1%
KLAC	D	0.33%	0.32%	0.32%
KMB	D	0.18%	0.34%	0.18%
KMI	A	0.22%	0.48%	0.22%
KR	B	0.15%	0.43%	0.15%
KVUE	A	0.18%	0.39%	0.18%
LH	C	0.08%	0.28%	0.08%
LIN	D	0.85%	0.28%	0.28%
LNG	B	0.2%	0.34%	0.2%
LOW	D	0.59%	0.37%	0.37%
LRCX	F	0.36%	0.26%	0.26%
LYB	F	0.08%	0.31%	0.08%
MAA	B	0.07%	0.21%	0.07%
MAS	D	0.07%	0.3%	0.07%
MDLZ	F	0.34%	0.33%	0.33%
MMC	B	0.43%	0.05%	0.05%
MPC	D	0.22%	0.36%	0.22%
MSFT	F	9.56%	0.35%	0.35%
MSI	B	0.32%	0.43%	0.32%
NEM	D	0.19%	0.18%	0.18%
NKE	D	0.35%	0.06%	0.06%
NTAP	C	0.1%	0.31%	0.1%
NUE	C	0.14%	0.3%	0.14%
NVR	D	0.11%	0.38%	0.11%
PEG	A	0.18%	0.41%	0.18%
PEP	F	0.86%	0.34%	0.34%
PFG	D	0.08%	0.1%	0.08%
PG	A	1.58%	0.36%	0.36%
PGR	A	0.59%	0.39%	0.39%
PH	A	0.35%	0.39%	0.35%
PKG	A	0.08%	0.3%	0.08%
PLD	D	0.41%	0.01%	0.01%
PRU	A	0.18%	0.1%	0.1%
PSA	D	0.21%	0.34%	0.21%
PWR	A	0.19%	0.46%	0.19%
QCOM	F	0.67%	0.3%	0.3%
RF	A	0.09%	0.09%	0.09%
RMD	C	0.14%	0.07%	0.07%
SPG	B	0.23%	0.41%	0.23%
SRE	A	0.23%	0.37%	0.23%
SSNC	B	0.06%	0.04%	0.04%
STE	F	0.08%	0.25%	0.08%
SWKS	F	0.05%	0.14%	0.05%
SYF	B	0.1%	0.52%	0.1%
SYY	B	0.15%	0.36%	0.15%
TGT	F	0.22%	0.24%	0.22%
TJX	A	0.54%	0.34%	0.34%
TSCO	D	0.12%	0.34%	0.12%
UNH	C	2.17%	0.34%	0.34%
USB	A	0.29%	0.11%	0.11%
VLO	C	0.18%	0.4%	0.18%
VRTX	F	0.46%	0.37%	0.37%
VTR	C	0.1%	0.25%	0.1%
WELL	A	0.32%	0.4%	0.32%
WM	A	0.35%	0.41%	0.35%
WMB	A	0.28%	0.41%	0.28%
WST	C	0.09%	0.27%	0.09%
WY	D	0.09%	0.31%	0.09%
ZTS	D	0.32%	0.27%	0.27%

IQSU Overweight 155 Positions Relative to JPUS

Symbol	Grade	Weight
TSLA	B	3.69%
GOOG	C	2.55%
V	A	1.91%
MA	C	1.66%
HD	A	1.56%
CRM	B	1.2%
AMD	F	0.86%
NOW	A	0.82%
DIS	B	0.82%
GE	D	0.76%
TXN	C	0.7%
AXP	A	0.65%
MS	A	0.65%
SPGI	C	0.62%
NEE	D	0.61%
BX	A	0.51%
C	A	0.5%
FI	A	0.5%
PANW	C	0.49%
ADP	B	0.48%
MU	D	0.43%
SBUX	A	0.43%
KKR	A	0.4%
INTC	D	0.4%
UPS	C	0.38%
AMT	D	0.37%
TT	A	0.37%
MELI	D	0.36%
SHW	A	0.35%
ICE	C	0.35%
PYPL	B	0.35%
EQIX	A	0.34%
CMG	B	0.32%
PNC	B	0.32%
CME	A	0.32%
SNPS	B	0.32%
CRWD	B	0.31%
MCO	B	0.3%
CTAS	B	0.3%
MRVL	B	0.3%
EMR	A	0.29%
MMM	D	0.28%
APD	A	0.28%
MAR	B	0.27%
FDX	B	0.26%
OKE	A	0.26%
ADSK	A	0.26%
AJG	B	0.25%
DLR	B	0.24%
TFC	A	0.24%
HLT	A	0.24%
SLB	C	0.24%
ABNB	C	0.23%
ROP	B	0.23%
BK	A	0.23%
TRV	B	0.23%
DASH	A	0.22%
JCI	C	0.22%
FICO	B	0.22%
FTNT	C	0.22%
WDAY	B	0.21%
URI	B	0.21%
ALL	A	0.2%
RCL	A	0.2%
FIS	C	0.19%
MET	A	0.19%
AIG	B	0.19%
BKR	B	0.18%
PCG	A	0.18%
MSCI	C	0.18%
PAYX	C	0.18%
SNOW	C	0.16%
OTIS	C	0.16%
VRSK	A	0.16%
IR	B	0.16%
EW	C	0.16%
YUM	B	0.15%
TEAM	A	0.15%
IDXX	F	0.14%
EXR	D	0.14%
WAB	B	0.14%
MTB	A	0.14%
HUM	C	0.14%
MLM	B	0.14%
HPQ	B	0.14%
DELL	C	0.14%
GLW	B	0.14%
VMC	B	0.14%
WTW	B	0.13%
ROK	B	0.13%
HUBS	A	0.13%
LULU	C	0.13%
GPN	B	0.12%
DXCM	D	0.12%
ANSS	B	0.12%
NDAQ	A	0.12%
TTWO	A	0.12%
EFX	F	0.12%
RJF	A	0.12%
EBAY	D	0.12%
ALNY	D	0.12%
DD	D	0.12%
VEEV	C	0.12%
AWK	D	0.11%
DOV	A	0.11%
HAL	C	0.11%
PPG	F	0.11%
KEYS	A	0.11%
ON	D	0.11%
XYL	D	0.11%
MTD	D	0.1%
CPAY	A	0.1%
BR	A	0.1%
MPWR	F	0.1%
FTV	C	0.1%
NTRS	A	0.09%
WBD	C	0.09%
BIIB	F	0.09%
ZBH	C	0.09%
SBAC	D	0.09%
CDW	F	0.09%
INVH	D	0.08%
MKC	D	0.08%
OMC	C	0.08%
MDB	C	0.08%
ZBRA	B	0.08%
WDC	D	0.08%
WAT	B	0.08%
ES	D	0.08%
EXPD	D	0.07%
ULTA	F	0.07%
PINS	D	0.07%
TRMB	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%
DOC	D	0.06%
VRSN	F	0.06%
DG	F	0.06%
TER	D	0.06%
ARE	D	0.06%
BMRN	D	0.05%
OKTA	C	0.05%
DLTR	F	0.05%
AKAM	D	0.05%
AVTR	F	0.05%
INCY	C	0.05%
EL	F	0.05%
RPRX	D	0.04%
SNAP	C	0.04%
ENPH	F	0.03%
AGR	B	0.01%

IQSU Underweight 229 Positions Relative to JPUS

Symbol	Grade	Weight
VST	B	-0.64%
CIEN	B	-0.52%
UNM	A	-0.51%
TRGP	B	-0.5%
ANET	C	-0.47%
TMUS	B	-0.47%
NRG	B	-0.46%
PFGC	B	-0.46%
ETR	B	-0.46%
IP	B	-0.46%
MCK	B	-0.46%
NVDA	C	-0.45%
USFD	A	-0.44%
ETN	A	-0.43%
TAP	C	-0.43%
FCNCA	A	-0.43%
GRMN	B	-0.43%
CEG	D	-0.42%
ALSN	B	-0.42%
APH	A	-0.42%
INGR	B	-0.42%
TOL	B	-0.42%
META	D	-0.42%
CMI	A	-0.42%
UTHR	C	-0.42%
XOM	B	-0.41%
JLL	D	-0.41%
ORCL	B	-0.41%
CLH	B	-0.41%
NI	A	-0.41%
CASY	A	-0.41%
RSG	A	-0.4%
HST	C	-0.4%
THC	D	-0.4%
T	A	-0.4%
FANG	D	-0.39%
BRK.A	B	-0.39%
PM	B	-0.39%
MO	A	-0.39%
PNW	B	-0.39%
LAMR	D	-0.39%
PPL	B	-0.39%
COR	B	-0.39%
PHM	D	-0.38%
AVGO	D	-0.38%
RS	B	-0.38%
VZ	C	-0.38%
JNPR	F	-0.38%
AM	A	-0.38%
OHI	C	-0.38%
REG	B	-0.38%
STLD	B	-0.38%
TSN	B	-0.37%
DVA	B	-0.37%
ORLY	B	-0.37%
FYBR	D	-0.37%
SO	D	-0.37%
MRO	B	-0.37%
BRX	A	-0.37%
NXST	C	-0.36%
GD	F	-0.36%
HRB	D	-0.36%
OGE	B	-0.36%
LEN	D	-0.36%
EIX	B	-0.36%
SCCO	F	-0.36%
DUK	C	-0.36%
LMT	D	-0.36%
XEL	A	-0.36%
CVS	D	-0.36%
DKS	C	-0.36%
MTG	C	-0.35%
HUBB	B	-0.35%
FNF	B	-0.35%
CTRA	B	-0.35%
PSX	C	-0.35%
AMGN	D	-0.35%
CUBE	D	-0.35%
POST	C	-0.35%
CVX	A	-0.35%
D	C	-0.34%
PAG	B	-0.34%
HCA	F	-0.34%
GLPI	C	-0.34%
FE	C	-0.34%
WEC	A	-0.34%
BG	F	-0.34%
BLDR	D	-0.34%
OC	A	-0.34%
EVRG	A	-0.34%
VICI	C	-0.33%
LLY	F	-0.33%
ABBV	D	-0.33%
UHS	D	-0.33%
X	C	-0.33%
KO	D	-0.33%
DHI	D	-0.33%
KIM	A	-0.33%
BAH	F	-0.32%
WLK	D	-0.32%
EOG	A	-0.32%
EMN	D	-0.32%
CF	B	-0.32%
ACI	C	-0.31%
UGI	A	-0.31%
ABT	B	-0.31%
AEP	D	-0.31%
WSM	B	-0.31%
STZ	D	-0.31%
DTE	C	-0.3%
AOS	F	-0.3%
ESI	A	-0.3%
NFG	A	-0.3%
CTVA	C	-0.3%
JEF	A	-0.3%
ORI	A	-0.3%
CAT	B	-0.28%
CMS	C	-0.28%
GNTX	C	-0.28%
RPM	A	-0.28%
COP	C	-0.28%
SYK	C	-0.28%
SPB	C	-0.27%
UNP	C	-0.27%
CB	C	-0.27%
DHR	F	-0.27%
OLN	D	-0.26%
MRK	F	-0.26%
DOW	F	-0.26%
REGN	F	-0.26%
AVY	D	-0.26%
DINO	D	-0.26%
MSM	C	-0.25%
ITT	A	-0.24%
SAM	C	-0.24%
PK	B	-0.24%
ALLY	C	-0.24%
SNX	C	-0.24%
DRI	B	-0.24%
BRBR	A	-0.24%
MDT	D	-0.23%
RVTY	F	-0.23%
PR	B	-0.23%
ROST	C	-0.23%
STAG	F	-0.23%
VTRS	A	-0.23%
GEHC	F	-0.22%
LDOS	C	-0.22%
OMF	A	-0.22%
FLO	D	-0.21%
EXP	A	-0.21%
COKE	C	-0.21%
WPC	D	-0.21%
PPC	C	-0.21%
CNM	D	-0.21%
BPOP	B	-0.21%
SJM	D	-0.21%
GAP	C	-0.2%
CE	F	-0.2%
F	C	-0.19%
BDX	F	-0.19%
MEDP	D	-0.19%
TKR	D	-0.19%
ASH	D	-0.19%
R	B	-0.18%
BKNG	A	-0.18%
CLF	F	-0.18%
STWD	C	-0.18%
SCI	B	-0.18%
M	D	-0.18%
NEU	C	-0.18%
CSL	C	-0.17%
MOS	F	-0.17%
UI	A	-0.17%
RGA	A	-0.17%
EPR	D	-0.17%
RHI	B	-0.17%
CPT	B	-0.17%
DTM	B	-0.17%
FR	C	-0.16%
HUN	F	-0.16%
ATO	A	-0.16%
NNN	D	-0.16%
KRC	C	-0.16%
CHE	D	-0.16%
HIW	D	-0.15%
IPG	D	-0.15%
TMO	F	-0.15%
CACI	D	-0.14%
MOH	F	-0.14%
STT	A	-0.13%
CSX	B	-0.13%
FBIN	D	-0.12%
WRB	A	-0.12%
VIRT	B	-0.12%
SLM	A	-0.11%
VVV	F	-0.11%
WU	D	-0.11%
DVN	F	-0.1%
CRUS	D	-0.1%
OXY	D	-0.1%
SMG	D	-0.1%
LOPE	B	-0.09%
FRT	B	-0.09%
RGLD	C	-0.08%
SAIC	F	-0.08%
LPX	B	-0.08%
TNL	A	-0.07%
RBC	A	-0.07%
PCAR	B	-0.06%
DLB	B	-0.06%
AFG	A	-0.06%
EGP	F	-0.06%
IRDM	D	-0.06%
AGO	B	-0.05%
NSA	D	-0.05%
CWEN	C	-0.05%
RRC	B	-0.05%
VLTO	D	-0.04%
LSTR	D	-0.04%
CRI	D	-0.03%
FTRE	D	-0.03%
HOG	D	-0.03%
MNST	C	-0.03%
LEG	F	-0.02%
IDA	A	-0.02%
KSS	F	-0.01%
SON	D	-0.01%
ROKU	D	-0.0%