IQSU vs. QUVU ETF Comparison

Comparison of IQ Candriam ESG US Equity ETF (IQSU) to Hartford Quality Value ETF (QUVU)

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

QUVU

Hartford Quality Value ETF

QUVU Description

Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily in common stocks of issuers located in the United States. The fund may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the Russell 1000 Value Index.

Grade (RS Rating)

Last Trade

$26.85

Average Daily Volume

5,461

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	IQSU	QUVU
30 Days	4.52%	1.94%
60 Days	4.59%	3.58%
90 Days	6.02%	4.59%
12 Months	24.96%	23.79%

33 Overlapping Holdings

Symbol	Grade	Weight in IQSU	Weight in QUVU	Overlap
ACN	C	0.94%	1.56%	0.94%
AIG	B	0.19%	1.24%	0.19%
AMT	D	0.37%	1.32%	0.37%
AXP	A	0.65%	2.69%	0.65%
BAC	A	1.23%	2.18%	1.23%
CMCSA	B	0.65%	1.31%	0.65%
CSCO	B	0.91%	2.05%	0.91%
CTSH	B	0.15%	1.88%	0.15%
DIS	B	0.82%	1.37%	0.82%
ELV	F	0.37%	1.45%	0.37%
GILD	C	0.43%	0.3%	0.3%
GOOGL	C	2.84%	0.98%	0.98%
KDP	D	0.13%	1.26%	0.13%
KVUE	A	0.18%	0.65%	0.18%
LOW	D	0.59%	0.59%	0.59%
MDLZ	F	0.34%	0.82%	0.34%
MET	A	0.19%	0.67%	0.19%
MMC	B	0.43%	1.62%	0.43%
MS	A	0.65%	2.99%	0.65%
OMC	C	0.08%	2.09%	0.08%
OTIS	C	0.16%	0.98%	0.16%
PFG	D	0.08%	1.61%	0.08%
PSA	D	0.21%	0.91%	0.21%
QCOM	F	0.67%	1.51%	0.67%
ROP	B	0.23%	0.76%	0.23%
SPG	B	0.23%	1.14%	0.23%
SRE	A	0.23%	1.58%	0.23%
SYY	B	0.15%	0.91%	0.15%
TJX	A	0.54%	0.9%	0.54%
TXN	C	0.7%	1.38%	0.7%
UNH	C	2.17%	3.41%	2.17%
WAB	B	0.14%	1.28%	0.14%
WMB	A	0.28%	2.19%	0.28%

IQSU Overweight 248 Positions Relative to QUVU

Symbol	Grade	Weight
AAPL	C	9.59%
MSFT	F	9.56%
TSLA	B	3.69%
GOOG	C	2.55%
V	A	1.91%
MA	C	1.66%
PG	A	1.58%
HD	A	1.56%
CRM	B	1.2%
ADBE	C	0.87%
PEP	F	0.86%
AMD	F	0.86%
LIN	D	0.85%
NOW	A	0.82%
IBM	C	0.77%
GE	D	0.76%
INTU	C	0.7%
SPGI	C	0.62%
NEE	D	0.61%
PGR	A	0.59%
AMAT	F	0.55%
BX	A	0.51%
C	A	0.5%
FI	A	0.5%
PANW	C	0.49%
ADP	B	0.48%
VRTX	F	0.46%
BMY	B	0.46%
MU	D	0.43%
SBUX	A	0.43%
ADI	D	0.42%
PLD	D	0.41%
KKR	A	0.4%
INTC	D	0.4%
UPS	C	0.38%
TT	A	0.37%
CI	F	0.36%
MELI	D	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%
NKE	D	0.35%
EQIX	A	0.34%
KLAC	D	0.33%
CMG	B	0.32%
ITW	B	0.32%
ZTS	D	0.32%
PNC	B	0.32%
CME	A	0.32%
WELL	A	0.32%
MSI	B	0.32%
CDNS	B	0.32%
SNPS	B	0.32%
CL	D	0.31%
CRWD	B	0.31%
MCO	B	0.3%
CTAS	B	0.3%
MRVL	B	0.3%
EMR	A	0.29%
USB	A	0.29%
MMM	D	0.28%
APD	A	0.28%
MAR	B	0.27%
COF	B	0.27%
FDX	B	0.26%
OKE	A	0.26%
APO	B	0.26%
ADSK	A	0.26%
AJG	B	0.25%
DLR	B	0.24%
ECL	D	0.24%
TFC	A	0.24%
HLT	A	0.24%
SLB	C	0.24%
FCX	D	0.24%
ABNB	C	0.23%
BK	A	0.23%
TRV	B	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%
FICO	B	0.22%
FTNT	C	0.22%
WDAY	B	0.21%
URI	B	0.21%
LNG	B	0.2%
ALL	A	0.2%
RCL	A	0.2%
AZO	C	0.2%
PWR	A	0.19%
FIS	C	0.19%
NEM	D	0.19%
BKR	B	0.18%
PCG	A	0.18%
CCI	D	0.18%
PEG	A	0.18%
MSCI	C	0.18%
PRU	A	0.18%
PAYX	C	0.18%
KMB	D	0.18%
VLO	C	0.18%
FAST	B	0.18%
GWW	B	0.18%
DFS	B	0.17%
EA	A	0.16%
SNOW	C	0.16%
CBRE	B	0.16%
VRSK	A	0.16%
IR	B	0.16%
EW	C	0.16%
CHTR	C	0.15%
YUM	B	0.15%
EXC	C	0.15%
KR	B	0.15%
TEAM	A	0.15%
IT	C	0.15%
IDXX	F	0.14%
EXR	D	0.14%
HIG	B	0.14%
RMD	C	0.14%
MTB	A	0.14%
HUM	C	0.14%
NUE	C	0.14%
MLM	B	0.14%
HPQ	B	0.14%
DELL	C	0.14%
GIS	D	0.14%
GLW	B	0.14%
VMC	B	0.14%
WTW	B	0.13%
ROK	B	0.13%
AVB	B	0.13%
IRM	D	0.13%
HUBS	A	0.13%
ED	D	0.13%
ACGL	D	0.13%
LULU	C	0.13%
GPN	B	0.12%
TSCO	D	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%
FITB	A	0.12%
AWK	D	0.11%
CHD	B	0.11%
DOV	A	0.11%
NVR	D	0.11%
HPE	B	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%
NTAP	C	0.1%
CPAY	A	0.1%
EQR	B	0.1%
HSY	F	0.1%
VTR	C	0.1%
SYF	B	0.1%
BR	A	0.1%
ADM	D	0.1%
MPWR	F	0.1%
FTV	C	0.1%
CBOE	B	0.09%
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%
SBAC	D	0.09%
CDW	F	0.09%
RF	A	0.09%
INVH	D	0.08%
MKC	D	0.08%
MDB	C	0.08%
ZBRA	B	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%
TRMB	B	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%
ESS	B	0.07%
APTV	D	0.06%
JBHT	C	0.06%
DOC	D	0.06%
VRSN	F	0.06%
SSNC	B	0.06%
DG	F	0.06%
TER	D	0.06%
EG	C	0.06%
ARE	D	0.06%
GEN	B	0.06%
BMRN	D	0.05%
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 31 Positions Relative to QUVU

Symbol	Grade	Weight
JPM	A	-3.9%
WFC	A	-3.43%
PM	B	-2.8%
EOG	A	-2.25%
KNX	B	-2.1%
MDT	D	-1.95%
HON	B	-1.85%
UL	D	-1.8%
CVX	A	-1.8%
ATO	A	-1.79%
PFE	D	-1.78%
AEP	D	-1.67%
LMT	D	-1.64%
DUK	C	-1.61%
AZN	D	-1.59%
TTE	F	-1.57%
NVS	D	-1.3%
BDX	F	-1.3%
LKQ	D	-1.29%
CB	C	-1.27%
FMC	D	-1.26%
NXPI	D	-1.19%
ARMK	B	-1.19%
MRK	F	-1.12%
DAL	C	-1.1%
TSN	B	-1.06%
AMCR	D	-0.96%
CTRA	B	-0.91%
BHP	F	-0.88%
HST	C	-0.83%
CE	F	-0.41%