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IQSM
+2.02 · +5.96%
$35.93 · NYSE ARCA
AUM:$281.2M
#– of – in Mid-Cap Blend ETFs
Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Up 14.6% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 0.15% — among the lowest available for this category.What is IQSM?
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. Under normal circumstances, at least 80% of the value of its assets in U.
Performance Highlights
Returns (%)
Top Sectors (%)
Investment Breakdown
Positive 1-Year Return
IQSM returned 14.6% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.15% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 10.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$281.2M
Expense Ratio0.15%
Dividend Yield1.14%
Holdings50
Inception DateOct 2022
Domicile–
Distribution–
Index–
ProviderNew York Life Investment Management LLC
Beta1.20
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact
How would IQSM affect your portfolio?
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6168
+7 points · better diversified