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IQSU
+3.05 · +5.85%
$55.15 · NYSE ARCA

IQ Candriam ESG US Equity ETF (IQSU) ETF Analysis | Large Blend

New York Life Investment Management LLC · USA
AUM:$295.8M
#– of – in Large 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 0.09% — among the lowest available for this category.

What is IQSU?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
IQSU returned 14.6% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.09% — among the lowest available. Low costs compound favourably over long holding periods.
Moderate Concentration
Top 10 holdings make up 38.3% of the ETF — a moderate level of name concentration.
ETF Information
AUM$295.8M
Expense Ratio0.09%
Dividend Yield1.08%
Holdings50
Inception DateDec 2019
Domicile–
Distribution–
Index–
ProviderNew York Life Investment Management LLC
Beta1.01
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+15.7%
1Y
+23.2%
3Y
+65.4%
5Y
+70.9%
OpenBook InsightIf you had invested £10,000 in IQSU 5 years ago, it would have grown to £17,089 — a gain of £7,089.

Annual Returns

Calendar year performance

IQSU delivered positive returns in 4 of the last 5 calendar years.
YearIQSU
2026 YTD+15.5%
2025+15.3%
2024+18.1%
2023+33.5%
2022-22.4%
CAGR 4yr+9.0%
4/5 positive yearsAvg return: +12.0%Worst year: -22.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
13.6%
Low
Momentum
+3.1%
30-day change
Support Level
62.15
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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