IQSU vs. SFY ETF Comparison

Comparison of IQ Candriam ESG US Equity ETF (IQSU) to SoFi Select 500 ETF (SFY)
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
SFY

SoFi Select 500 ETF

SFY Description The investment seeks to track the performance, before fees and expenses, of the Solactive SoFi US 500 Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index follows a rules-based methodology that tracks the performance of 500 of the largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors.

Grade (RS Rating)

Last Trade

$110.95

Average Daily Volume

38,291

Number of Holdings *

495

* may have additional holdings in another (foreign) market
Performance
Period IQSU SFY
30 Days 4.52% 4.18%
60 Days 4.59% 7.67%
90 Days 6.02% 8.72%
12 Months 24.96% 38.94%
271 Overlapping Holdings
Symbol Grade Weight in IQSU Weight in SFY Overlap
AAPL C 9.59% 4.2% 4.2%
ABNB C 0.23% 0.1% 0.1%
ACGL D 0.13% 0.1% 0.1%
ACN C 0.94% 0.29% 0.29%
ADBE C 0.87% 0.37% 0.37%
ADI D 0.42% 0.1% 0.1%
ADM D 0.1% 0.03% 0.03%
ADP B 0.48% 0.16% 0.16%
ADSK A 0.26% 0.12% 0.12%
AFL B 0.22% 0.07% 0.07%
AIG B 0.19% 0.05% 0.05%
AJG B 0.25% 0.15% 0.15%
AKAM D 0.05% 0.02% 0.02%
ALL A 0.2% 0.13% 0.13%
ALNY D 0.12% 0.12% 0.12%
AMAT F 0.55% 0.17% 0.17%
AMD F 0.86% 1.44% 0.86%
AMP A 0.22% 0.1% 0.1%
AMT D 0.37% 0.18% 0.18%
ANSS B 0.12% 0.05% 0.05%
APD A 0.28% 0.08% 0.08%
APO B 0.26% 0.17% 0.17%
ARE D 0.06% 0.04% 0.04%
AVB B 0.13% 0.04% 0.04%
AWK D 0.11% 0.04% 0.04%
AXP A 0.65% 0.28% 0.28%
AZO C 0.2% 0.07% 0.07%
BAC A 1.23% 0.61% 0.61%
BALL D 0.07% 0.02% 0.02%
BBY D 0.07% 0.02% 0.02%
BIIB F 0.09% 0.02% 0.02%
BK A 0.23% 0.16% 0.16%
BKR B 0.18% 0.09% 0.09%
BMRN D 0.05% 0.03% 0.03%
BMY B 0.46% 0.16% 0.16%
BR A 0.1% 0.04% 0.04%
BX A 0.51% 0.28% 0.28%
C A 0.5% 0.26% 0.26%
CAG D 0.05% 0.02% 0.02%
CAH B 0.11% 0.08% 0.08%
CARR D 0.23% 0.1% 0.1%
CBOE B 0.09% 0.03% 0.03%
CBRE B 0.16% 0.07% 0.07%
CCI D 0.18% 0.04% 0.04%
CDNS B 0.32% 0.12% 0.12%
CDW F 0.09% 0.03% 0.03%
CFG B 0.08% 0.03% 0.03%
CHD B 0.11% 0.04% 0.04%
CHTR C 0.15% 0.04% 0.04%
CI F 0.36% 0.17% 0.17%
CL D 0.31% 0.13% 0.13%
CLX B 0.08% 0.04% 0.04%
CMCSA B 0.65% 0.25% 0.25%
CME A 0.32% 0.14% 0.14%
CMG B 0.32% 0.15% 0.15%
COF B 0.27% 0.11% 0.11%
CPAY A 0.1% 0.04% 0.04%
CRM B 1.2% 0.8% 0.8%
CRWD B 0.31% 0.42% 0.31%
CSCO B 0.91% 0.25% 0.25%
CTAS B 0.3% 0.11% 0.11%
CTSH B 0.15% 0.05% 0.05%
DASH A 0.22% 0.17% 0.17%
DD D 0.12% 0.07% 0.07%
DELL C 0.14% 0.06% 0.06%
DFS B 0.17% 0.08% 0.08%
DG F 0.06% 0.02% 0.02%
DGX A 0.07% 0.02% 0.02%
DIS B 0.82% 0.39% 0.39%
DLR B 0.24% 0.1% 0.1%
DLTR F 0.05% 0.02% 0.02%
DOC D 0.06% 0.02% 0.02%
DOV A 0.11% 0.03% 0.03%
DXCM D 0.12% 0.07% 0.07%
EA A 0.16% 0.05% 0.05%
EBAY D 0.12% 0.05% 0.05%
ECL D 0.24% 0.09% 0.09%
ED D 0.13% 0.04% 0.04%
EFX F 0.12% 0.04% 0.04%
EG C 0.06% 0.03% 0.03%
EL F 0.05% 0.02% 0.02%
ELV F 0.37% 0.12% 0.12%
EMR A 0.29% 0.1% 0.1%
ENPH F 0.03% 0.01% 0.01%
EQIX A 0.34% 0.13% 0.13%
EQR B 0.1% 0.03% 0.03%
ES D 0.08% 0.07% 0.07%
ESS B 0.07% 0.02% 0.02%
EW C 0.16% 0.06% 0.06%
EXC C 0.15% 0.07% 0.07%
EXPD D 0.07% 0.01% 0.01%
EXR D 0.14% 0.11% 0.11%
FAST B 0.18% 0.06% 0.06%
FCX D 0.24% 0.11% 0.11%
FDX B 0.26% 0.07% 0.07%
FI A 0.5% 0.21% 0.21%
FICO B 0.22% 0.09% 0.09%
FIS C 0.19% 0.09% 0.09%
FITB A 0.12% 0.05% 0.05%
FTNT C 0.22% 0.09% 0.09%
FTV C 0.1% 0.04% 0.04%
GE D 0.76% 0.16% 0.16%
GEN B 0.06% 0.02% 0.02%
GILD C 0.43% 0.37% 0.37%
GIS D 0.14% 0.04% 0.04%
GLW B 0.14% 0.07% 0.07%
GOOGL C 2.84% 1.72% 1.72%
GPN B 0.12% 0.05% 0.05%
GWW B 0.18% 0.07% 0.07%
HAL C 0.11% 0.03% 0.03%
HBAN A 0.1% 0.04% 0.04%
HD A 1.56% 0.44% 0.44%
HIG B 0.14% 0.05% 0.05%
HLT A 0.24% 0.1% 0.1%
HOLX D 0.07% 0.02% 0.02%
HPE B 0.11% 0.04% 0.04%
HPQ B 0.14% 0.04% 0.04%
HSY F 0.1% 0.03% 0.03%
HUBS A 0.13% 0.16% 0.13%
HUM C 0.14% 0.05% 0.05%
IBM C 0.77% 0.52% 0.52%
ICE C 0.35% 0.18% 0.18%
IDXX F 0.14% 0.05% 0.05%
IFF D 0.09% 0.03% 0.03%
INCY C 0.05% 0.04% 0.04%
INTC D 0.4% 0.31% 0.31%
INTU C 0.7% 0.33% 0.33%
INVH D 0.08% 0.03% 0.03%
IR B 0.16% 0.07% 0.07%
IRM D 0.13% 0.05% 0.05%
IT C 0.15% 0.05% 0.05%
ITW B 0.32% 0.09% 0.09%
JBHT C 0.06% 0.02% 0.02%
JCI C 0.22% 0.07% 0.07%
K A 0.08% 0.02% 0.02%
KDP D 0.13% 0.05% 0.05%
KEY B 0.07% 0.02% 0.02%
KEYS A 0.11% 0.03% 0.03%
KHC F 0.1% 0.03% 0.03%
KKR A 0.4% 0.41% 0.4%
KLAC D 0.33% 0.09% 0.09%
KMB D 0.18% 0.06% 0.06%
KMI A 0.22% 0.06% 0.06%
KR B 0.15% 0.06% 0.06%
KVUE A 0.18% 0.06% 0.06%
LH C 0.08% 0.02% 0.02%
LIN D 0.85% 0.27% 0.27%
LNG B 0.2% 0.03% 0.03%
LOW D 0.59% 0.15% 0.15%
LRCX F 0.36% 0.09% 0.09%
LYB F 0.08% 0.03% 0.03%
MA C 1.66% 0.67% 0.67%
MAA B 0.07% 0.02% 0.02%
MAR B 0.27% 0.09% 0.09%
MAS D 0.07% 0.02% 0.02%
MCO B 0.3% 0.16% 0.16%
MDB C 0.08% 0.05% 0.05%
MDLZ F 0.34% 0.11% 0.11%
MET A 0.19% 0.08% 0.08%
MKC D 0.08% 0.03% 0.03%
MLM B 0.14% 0.05% 0.05%
MMC B 0.43% 0.17% 0.17%
MMM D 0.28% 0.17% 0.17%
MPC D 0.22% 0.05% 0.05%
MPWR F 0.1% 0.04% 0.04%
MRVL B 0.3% 0.1% 0.1%
MS A 0.65% 0.34% 0.34%
MSCI C 0.18% 0.07% 0.07%
MSFT F 9.56% 5.38% 5.38%
MSI B 0.32% 0.13% 0.13%
MTB A 0.14% 0.06% 0.06%
MTD D 0.1% 0.03% 0.03%
MU D 0.43% 0.66% 0.43%
NDAQ A 0.12% 0.06% 0.06%
NEE D 0.61% 0.21% 0.21%
NEM D 0.19% 0.22% 0.19%
NKE D 0.35% 0.1% 0.1%
NOW A 0.82% 0.56% 0.56%
NTAP C 0.1% 0.03% 0.03%
NTRS A 0.09% 0.07% 0.07%
NUE C 0.14% 0.03% 0.03%
NVR D 0.11% 0.03% 0.03%
OKE A 0.26% 0.08% 0.08%
OKTA C 0.05% 0.05% 0.05%
OMC C 0.08% 0.03% 0.03%
ON D 0.11% 0.03% 0.03%
OTIS C 0.16% 0.05% 0.05%
PANW C 0.49% 0.44% 0.44%
PAYX C 0.18% 0.06% 0.06%
PCG A 0.18% 0.07% 0.07%
PEG A 0.18% 0.05% 0.05%
PEP F 0.86% 0.28% 0.28%
PFG D 0.08% 0.02% 0.02%
PG A 1.58% 0.51% 0.51%
PGR A 0.59% 0.5% 0.5%
PH A 0.35% 0.12% 0.12%
PINS D 0.07% 0.05% 0.05%
PKG A 0.08% 0.02% 0.02%
PLD D 0.41% 0.13% 0.13%
PNC B 0.32% 0.13% 0.13%
PPG F 0.11% 0.04% 0.04%
PRU A 0.18% 0.08% 0.08%
PSA D 0.21% 0.06% 0.06%
PWR A 0.19% 0.09% 0.09%
PYPL B 0.35% 0.13% 0.13%
QCOM F 0.67% 0.2% 0.2%
RCL A 0.2% 0.25% 0.2%
RF A 0.09% 0.03% 0.03%
RJF A 0.12% 0.04% 0.04%
RMD C 0.14% 0.05% 0.05%
ROK B 0.13% 0.04% 0.04%
ROP B 0.23% 0.1% 0.1%
RPRX D 0.04% 0.03% 0.03%
SBAC D 0.09% 0.03% 0.03%
SBUX A 0.43% 0.14% 0.14%
SHW A 0.35% 0.1% 0.1%
SLB C 0.24% 0.11% 0.11%
SNAP C 0.04% 0.01% 0.01%
SNOW C 0.16% 0.11% 0.11%
SNPS B 0.32% 0.14% 0.14%
SPG B 0.23% 0.08% 0.08%
SPGI C 0.62% 0.31% 0.31%
SRE A 0.23% 0.05% 0.05%
SSNC B 0.06% 0.03% 0.03%
STE F 0.08% 0.06% 0.06%
STX D 0.07% 0.06% 0.06%
SWKS F 0.05% 0.01% 0.01%
SYF B 0.1% 0.06% 0.06%
SYY B 0.15% 0.05% 0.05%
TEAM A 0.15% 0.12% 0.12%
TER D 0.06% 0.02% 0.02%
TFC A 0.24% 0.06% 0.06%
TGT F 0.22% 0.07% 0.07%
TJX A 0.54% 0.19% 0.19%
TRU D 0.07% 0.06% 0.06%
TRV B 0.23% 0.12% 0.12%
TSCO D 0.12% 0.03% 0.03%
TSLA B 3.69% 0.96% 0.96%
TT A 0.37% 0.15% 0.15%
TTWO A 0.12% 0.03% 0.03%
TXN C 0.7% 0.16% 0.16%
ULTA F 0.07% 0.02% 0.02%
UNH C 2.17% 0.89% 0.89%
UPS C 0.38% 0.1% 0.1%
URI B 0.21% 0.09% 0.09%
USB A 0.29% 0.14% 0.14%
V A 1.91% 0.73% 0.73%
VEEV C 0.12% 0.06% 0.06%
VLO C 0.18% 0.04% 0.04%
VMC B 0.14% 0.04% 0.04%
VRSK A 0.16% 0.05% 0.05%
VRSN F 0.06% 0.02% 0.02%
VRTX F 0.46% 0.4% 0.4%
VTR C 0.1% 0.03% 0.03%
WAB B 0.14% 0.06% 0.06%
WAT B 0.08% 0.02% 0.02%
WBD C 0.09% 0.02% 0.02%
WDAY B 0.21% 0.25% 0.21%
WDC D 0.08% 0.08% 0.08%
WELL A 0.32% 0.29% 0.29%
WM A 0.35% 0.12% 0.12%
WMB A 0.28% 0.08% 0.08%
WST C 0.09% 0.02% 0.02%
WTW B 0.13% 0.05% 0.05%
WY D 0.09% 0.02% 0.02%
XYL D 0.11% 0.1% 0.1%
YUM B 0.15% 0.05% 0.05%
ZBH C 0.09% 0.04% 0.04%
ZBRA B 0.08% 0.02% 0.02%
ZS C 0.07% 0.1% 0.07%
ZTS D 0.32% 0.12% 0.12%
IQSU Overweight 10 Positions Relative to SFY
Symbol Grade Weight
GOOG C 2.55%
MELI D 0.36%
LULU C 0.13%
TRMB B 0.07%
APTV D 0.06%
AVTR F 0.05%
DOX D 0.04%
CPB D 0.03%
HRL D 0.03%
AGR B 0.01%
IQSU Underweight 224 Positions Relative to SFY
Symbol Grade Weight
NVDA C -17.18%
AMZN C -4.53%
META D -3.02%
AVGO D -2.8%
LLY F -2.06%
JPM A -1.55%
BRK.A B -0.81%
MRK F -0.77%
NFLX A -0.74%
UBER D -0.7%
COST B -0.55%
XOM B -0.54%
WMT A -0.53%
PLTR B -0.53%
ABBV D -0.53%
ORCL B -0.48%
JNJ D -0.43%
GS A -0.43%
APP B -0.39%
RTX C -0.38%
ISRG A -0.38%
AMGN D -0.36%
BSX B -0.35%
KO D -0.34%
T A -0.34%
GEV B -0.33%
WFC A -0.33%
PM B -0.32%
PFE D -0.32%
MCD D -0.28%
ABT B -0.27%
CVX A -0.26%
BKNG A -0.25%
COIN C -0.25%
CAT B -0.24%
TMO F -0.24%
BLK C -0.23%
ETN A -0.23%
VZ C -0.22%
HON B -0.21%
SQ B -0.21%
CB C -0.21%
SYK C -0.2%
ANET C -0.18%
DDOG A -0.18%
LMT D -0.17%
TMUS B -0.16%
TDG D -0.16%
MDT D -0.16%
UNP C -0.16%
SCHW B -0.15%
TTD B -0.15%
VRT B -0.14%
BA F -0.14%
CVS D -0.14%
AON A -0.13%
CEG D -0.13%
DHR F -0.13%
AXON A -0.13%
APH A -0.13%
SO D -0.12%
DUK C -0.12%
BDX F -0.12%
REGN F -0.12%
O D -0.12%
LHX C -0.11%
COP C -0.11%
MCK B -0.11%
NET B -0.11%
ORLY B -0.1%
DE A -0.1%
NOC D -0.1%
GD F -0.1%
HCA F -0.1%
LVS C -0.1%
MO A -0.1%
PSTG D -0.09%
HWM A -0.09%
EOG A -0.08%
FCNCA A -0.08%
GM B -0.08%
SMCI F -0.08%
FSLR F -0.08%
DHI D -0.07%
CPRT A -0.07%
F C -0.07%
FLUT A -0.07%
LUV C -0.07%
BAX D -0.07%
VST B -0.07%
NSC B -0.07%
ROST C -0.07%
COR B -0.07%
CSX B -0.07%
CCL B -0.07%
MSTR C -0.07%
GDDY A -0.07%
DKNG B -0.07%
PODD C -0.07%
PCAR B -0.07%
VICI C -0.06%
CTVA C -0.06%
DAL C -0.06%
TSN B -0.06%
DOCU A -0.06%
HES B -0.06%
AEP D -0.06%
PSX C -0.06%
RSG A -0.06%
STT A -0.06%
CMI A -0.06%
ZM B -0.06%
D C -0.05%
GEHC F -0.05%
LYV A -0.05%
DECK A -0.05%
IQV D -0.05%
CINF A -0.05%
TRGP B -0.05%
LEN D -0.05%
FANG D -0.05%
STZ D -0.05%
AME A -0.05%
MNST C -0.05%
ARES A -0.05%
SW A -0.04%
MANH D -0.04%
BAH F -0.04%
EXPE B -0.04%
HUBB B -0.04%
DOW F -0.04%
A D -0.04%
LPLA A -0.04%
PTC A -0.04%
TYL B -0.04%
XEL A -0.04%
GRMN B -0.04%
ODFL B -0.04%
CNC D -0.04%
BRO B -0.04%
VTRS A -0.04%
CSGP D -0.04%
UAL A -0.04%
FE C -0.04%
EIX B -0.04%
EME C -0.04%
SJM D -0.04%
RBLX C -0.04%
AES F -0.03%
ROL B -0.03%
ALGN D -0.03%
ERIE D -0.03%
MCHP D -0.03%
AEE A -0.03%
TDY B -0.03%
DRI B -0.03%
LII A -0.03%
NRG B -0.03%
MKL A -0.03%
ENTG D -0.03%
BURL A -0.03%
TWLO A -0.03%
WRB A -0.03%
MOH F -0.03%
PPL B -0.03%
ETR B -0.03%
PHM D -0.03%
ILMN D -0.03%
VLTO D -0.03%
TROW B -0.03%
CVNA B -0.03%
OXY D -0.03%
WEC A -0.03%
LDOS C -0.03%
UDR B -0.02%
CSL C -0.02%
DPZ C -0.02%
RVTY F -0.02%
EVRG A -0.02%
HST C -0.02%
CTRA B -0.02%
AVY D -0.02%
MRO B -0.02%
NI A -0.02%
EPAM C -0.02%
JKHY D -0.02%
RS B -0.02%
SWK D -0.02%
LNT A -0.02%
BLDR D -0.02%
IEX B -0.02%
STLD B -0.02%
GPC D -0.02%
OC A -0.02%
PNR A -0.02%
EXAS D -0.02%
IP B -0.02%
DTE C -0.02%
CMS C -0.02%
RPM A -0.02%
EQT B -0.02%
CNP B -0.02%
DVN F -0.02%
ATO A -0.02%
WSO A -0.02%
KIM A -0.02%
WSM B -0.02%
TXT D -0.02%
SUI D -0.02%
J F -0.02%
SNA A -0.02%
FDS B -0.02%
MRNA F -0.01%
ALB C -0.01%
CE F -0.01%
TFX F -0.01%
KMX B -0.01%
EMN D -0.01%
CF B -0.01%
BG F -0.01%
SOLV C -0.01%
LW C -0.01%
WPC D -0.01%
SCCO F -0.0%
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