ETF overview
The NYLI Candriam U.S. Large Cap Equity ETF (IQSU) endeavors to mirror the financial outcomes, encompassing both capital appreciation and dividend income, of the NYLI Candriam U.S. Large Cap Equity Index, before any management fees or operating costs are applied. This exchange-traded fund's underlying index is strategically built to offer investment exposure to shares of prominent and mid-sized American corporations. These companies are meticulously chosen based on their adherence to specific Environmental, Social, and Corporate Governance (ESG) criteria, a framework originally formulated by Candriam.
Fund facts
- Expense ratio
- 0.09%
- Fund assets
- 347.18M USD (all share classes)
- Issuer
- NY Life Investments
- Inception date
- Dec 17, 2019
- Number of holdings
- 268
Breakdown
Holdings (268)
| Name | Ticker | Weight |
|---|---|---|
| Apple Inc. | AAPL | 10.76% |
| Microsoft Corporation | MSFT | 5.62% |
| Alphabet Inc. Class A | GOOGL | 5.26% |
| Amazon.com, Inc. | AMZN | 4.86% |
| Alphabet Inc. Class C | GOOG | 4.53% |
| Tesla, Inc. | TSLA | 3.26% |
| Micron Technology, Inc. | MU | 2.82% |
| Advanced Micro Devices, Inc. | AMD | 2.62% |
| Visa Inc. Class A | V | 1.90% |
| Mastercard Incorporated Class A | MA | 1.38% |
| and 255 more | ||
Similar ETFs
- iShares ESG MSCI KLD 400 ETFDSI · Overlap 65% · Expense ratio 0.25%
- Xtrackers Net Zero Pathway Paris Aligned US Equity ETFUSNZ · Overlap 64% · Expense ratio 0.10%
- Strive 500 ETFSTXF · Overlap 63% · Expense ratio 0.05%
- Strive 1000 Growth ETFSTXG · Overlap 62% · Expense ratio 0.18%
- iShares ESG Select Screened S&P 500 ETFXVV · Overlap 61% · Expense ratio 0.08%
- iShares ESG MSCI USA Leaders ETFSUSL · Overlap 60% · Expense ratio 0.10%
- iShares Climate Conscious & Transition MSCI USA ETFUSCL · Overlap 60% · Expense ratio 0.08%
- Goldman Sachs MarketBeta U.S. Equity ETFGSUS · Overlap 60% · Expense ratio 0.09%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.09%
- Fund assets
- 347.18M USD (all share classes)
- Issuer
- NY Life Investments
- Inception date
- Dec 17, 2019
- Number of holdings
- 268
| Name | Ticker | Weight |
|---|---|---|
| Apple Inc. | AAPL | 10.76% |
| Microsoft Corporation | MSFT | 5.62% |
| Alphabet Inc. Class A | GOOGL | 5.26% |
| Amazon.com, Inc. | AMZN | 4.86% |
| Alphabet Inc. Class C | GOOG | 4.53% |
| Tesla, Inc. | TSLA | 3.26% |
| Micron Technology, Inc. | MU | 2.82% |
| Advanced Micro Devices, Inc. | AMD | 2.62% |
| Visa Inc. Class A | V | 1.90% |
| Mastercard Incorporated Class A | MA | 1.38% |
| and 255 more | ||
The NYLI Candriam U.S. Large Cap Equity ETF (IQSU) endeavors to mirror the financial outcomes, encompassing both capital appreciation and dividend income, of the NYLI Candriam U.S. Large Cap Equity Index, before any management fees or operating costs are applied. This exchange-traded fund's underlying index is strategically built to offer investment exposure to shares of prominent and mid-sized American corporations. These companies are meticulously chosen based on their adherence to specific Environmental, Social, and Corporate Governance (ESG) criteria, a framework originally formulated by Candriam.
- iShares ESG MSCI KLD 400 ETFDSI · Overlap 65% · Expense ratio 0.25%
- Xtrackers Net Zero Pathway Paris Aligned US Equity ETFUSNZ · Overlap 64% · Expense ratio 0.10%
- Strive 500 ETFSTXF · Overlap 63% · Expense ratio 0.05%
- Strive 1000 Growth ETFSTXG · Overlap 62% · Expense ratio 0.18%
- iShares ESG Select Screened S&P 500 ETFXVV · Overlap 61% · Expense ratio 0.08%
- iShares ESG MSCI USA Leaders ETFSUSL · Overlap 60% · Expense ratio 0.10%
- iShares Climate Conscious & Transition MSCI USA ETFUSCL · Overlap 60% · Expense ratio 0.08%
- Goldman Sachs MarketBeta U.S. Equity ETFGSUS · Overlap 60% · Expense ratio 0.09%
Overlap is the share of assets the two funds hold in common.
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