- Issuer
- New York Life
- Inception Date
- Dec 17, 2019
- Region
- North America (U.S.)
- Category
- Large Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- IQ Candriam ESG US Equity Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $331M
Highlights
- Avg. Volume (1M)
- 4K
- Avg. Volume Value (1M)
- $251.27K
Share Price Chart
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Performance
IQSU Performance Chart
IQ Candriam ESG U.S. Equity ETF (IQSU) is up 12.6% since the beginning of the year. IQSU is currently trading at $61 per share. Investors who bought $1,000 worth of IQSU shares 5 years ago would now be looking at an investment worth $1,717.
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Returns By Period
IQ Candriam ESG U.S. Equity ETF (IQSU) has returned 12.56% so far this year and 26.07% over the past 12 months.
IQ Candriam ESG U.S. Equity ETF
- 1D
- 0.74%
- 1M
- -0.97%
- 6M
- 11.18%
- YTD
- 12.56%
- 1Y
- 26.07%
- 3Y*
- 16.79%
- 5Y*
- 11.42%
- 10Y*
- —
- ALL TIME*
- 15.73%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
IQSU Monthly Returns History
Based on dividend-adjusted daily data since Dec 17, 2019, IQSU's average daily return is +0.07%, while the average monthly return is +1.35%. At this rate, an investment would double in approximately 4.3 years.
Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +14.2%, while the worst month was Sep 2022 at -9.8%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.
On a daily basis, IQSU closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +10.0%, while the worst single day was Mar 16, 2020 at -10.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.24% | -1.62% | -5.86% | 13.05% | 7.18% | 1.12% | -2.02% | 12.56% | |||||
| 2025 | 2.92% | -3.06% | -5.84% | -0.75% | 6.70% | 3.54% | 0.54% | 2.92% | 3.98% | 2.06% | 0.36% | 0.80% | 14.44% |
| 2024 | 0.14% | 3.78% | 1.95% | -3.71% | 3.50% | 3.13% | 1.47% | 1.90% | 2.11% | -1.77% | 6.78% | -3.28% | 16.64% |
| 2023 | 7.75% | -1.95% | 4.78% | 1.09% | 2.26% | 6.68% | 2.95% | -0.94% | -5.20% | -1.93% | 9.87% | 4.56% | 32.96% |
| 2022 | -6.15% | -3.52% | 3.98% | -9.06% | -0.71% | -8.16% | 10.65% | -4.44% | -9.84% | 6.92% | 5.07% | -6.85% | -22.10% |
| 2021 | -0.25% | 1.99% | 3.29% | 5.12% | 0.53% | 3.28% | 3.15% | 3.36% | -5.01% | 7.97% | -0.48% | 4.59% | 30.53% |
Benchmark Metrics
IQ Candriam ESG U.S. Equity ETF has an annualized alpha of 2.74%, beta of 0.94, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since December 17, 2019.
- This ETF captured 107.34% of S&P 500 Index gains and 100.14% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This ETF generated an annualized alpha of 2.74% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.94 and R2 of 0.86, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.74%
- Beta
- 0.94
- R²
- 0.86
- Upside Capture
- 107.34%
- Downside Capture
- 100.14%
Expense Ratio
IQSU has an expense ratio of 0.09%, which is considered low.
Return for Risk
Risk / Return Rank
IQSU ranks 70 for risk / return — above 70% of ETFs peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for IQ Candriam ESG U.S. Equity ETF (IQSU) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IQSU | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.31 | ||
| Sortino ratioReturn per unit of downside risk | +0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.25 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.19 | 2.00 | +0.19 |
| Martin ratioReturn relative to average drawdown | 8.63 | 8.49 | +0.13 |
Dividends
Dividend History
IQ Candriam ESG U.S. Equity ETF provided a 0.99% dividend yield over the last twelve months, with an annual payout of $0.61 per share. The fund has been increasing its distributions for 5 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.61 | $0.60 | $0.54 | $0.48 | $0.47 | $0.45 | $0.32 |
Dividend yield | 0.99% | 1.09% | 1.12% | 1.15% | 1.47% | 1.07% | 0.98% |
Monthly Dividends
The table displays the monthly dividend distributions for IQ Candriam ESG U.S. Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.00 | $0.27 | |||||
| 2025 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.60 |
| 2024 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 | $0.54 |
| 2023 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.12 | $0.48 |
| 2022 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.47 |
| 2021 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.13 | $0.45 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the IQ Candriam ESG U.S. Equity ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the IQ Candriam ESG U.S. Equity ETF was 31.29%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.
The current IQ Candriam ESG U.S. Equity ETF drawdown is 2.02%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-31.29%Mar 2020 | 1mo 2d | 3mo 19d | 4mo 21dFeb 2020 - Jul 2020 | COVID crash2020 |
-26.76%Oct 2022 | 9mo 18d | 1y 1mo | 1y 11moDec 2021 - Dec 2023 | Bear market2022 |
-20.96%Apr 2025 | 3mo 27d | 3mo 15d | 7mo 12dDec 2024 - Jul 2025 | 2025 selloff2025 |
-11.18%Mar 2026 | 2mo | 18d | 2mo 18dJan 2026 - Apr 2026 | — |
-10.04%Sep 2020 | 20d | 2mo 3d | 2mo 23dSep 2020 - Nov 2020 | — |
Drawdown Indicators
| IQSU | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.29% | -56.78% | +25.49% |
Max Drawdown (1Y)Largest decline over 1 year | -11.18% | -9.10% | -2.08% |
Max Drawdown (3Y)Largest decline over 3 years | -20.96% | -18.90% | -2.06% |
Max Drawdown (5Y)Largest decline over 5 years | -26.76% | -25.43% | -1.33% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -2.02% | -1.58% | -0.44% |
Average DrawdownAverage peak-to-trough decline | -5.88% | -10.70% | +4.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 2.14% | +0.69% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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