IQ Candriam ESG U.S. Equity ETF (IQSU)
IQSU is a passive ETF by New York Life tracking the investment results of the IQ Candriam ESG US Equity Index. IQSU launched on Dec 17, 2019 and has a 0.09% expense ratio.
ETF Info
Dec 17, 2019
North America (U.S.)
1x
IQ Candriam ESG US Equity Index
Large-Cap
Blend
Expense Ratio
IQSU has an expense ratio of 0.09%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in IQ Candriam ESG U.S. Equity ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
IQ Candriam ESG U.S. Equity ETF had a return of 17.76% year-to-date (YTD) and 18.69% in the last 12 months.
IQSU
17.76%
0.26%
8.55%
18.69%
15.44%
N/A
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of IQSU, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.14% | 3.78% | 1.95% | -3.71% | 3.50% | 3.13% | 1.47% | 1.90% | 2.11% | -1.77% | 6.78% | 17.76% | |
| 2023 | 7.75% | -1.95% | 4.78% | 1.09% | 2.26% | 6.69% | 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% | 6.93% | 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% |
| 2020 | 1.54% | -8.44% | -9.62% | 14.23% | 4.54% | 3.34% | 6.08% | 9.05% | -4.02% | -3.67% | 10.69% | 4.47% | 28.24% |
| 2019 | 1.29% | 1.29% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IQSU is 70, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for IQ Candriam ESG U.S. Equity ETF (IQSU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
IQ Candriam ESG U.S. Equity ETF provided a 0.79% dividend yield over the last twelve months, with an annual payout of $0.39 per share. The fund has been increasing its distributions for 4 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $0.39 | $0.48 | $0.47 | $0.44 | $0.32 | $0.02 |
Dividend yield | 0.79% | 1.15% | 1.47% | 1.07% | 0.98% | 0.06% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.39 |
| 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 | $0.14 | $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 | $0.44 |
| 2020 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.32 |
| 2019 | $0.02 | $0.02 |
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.
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 3.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.29% | Feb 20, 2020 | 23 | Mar 23, 2020 | 76 | Jul 10, 2020 | 99 |
| -26.76% | Dec 30, 2021 | 200 | Oct 14, 2022 | 291 | Dec 12, 2023 | 491 |
| -10.05% | Sep 3, 2020 | 14 | Sep 23, 2020 | 45 | Nov 25, 2020 | 59 |
| -9.07% | Jul 17, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -5.96% | Feb 16, 2021 | 13 | Mar 4, 2021 | 20 | Apr 1, 2021 | 33 |
Volatility
Volatility Chart
The current IQ Candriam ESG U.S. Equity ETF volatility is 3.82%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.