IQSUNYLI Candriam U.S. Large Cap Equity ETF
Tracks the NYLI Candriam U.S. Large Cap Equity Index.
By New York Life Investment Management LLC · Launched 2019
Annual Cost
0.09%
#349 of 6,040 · low cost
Fund Size
$327M
#2,000 of 6,040 · large
Return (1Y)
+20.6%
Track Record
6 years
#2,005 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,894+18.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Focus
ESG
Index tracked
NYLI Candriam US Large Cap Equity Index
Holdings
By weightConcentration
Top 10 holdings = 42.6% of fundmoderately concentrated
APPLE INC
9.6%
ALPHABET INC
6.6%
AMAZON.COM INC
5.7%
ALPHABET INC
5.6%
MICROSOFT CORP
4.6%
TESLA INC
3.5%
MICRON TECHNOLOGY INC
2.0%
ADVANCED MICRO DEVICES INC
1.9%
VISA INC
1.7%
INTEL CORP
1.4%
Asset allocation
Stocks
99.9%
Preferred
0.1%
By sector
Technology
39.2%
Consumer Cyclical
13.6%
Communication
12.2%
Financial Services
12.0%
Industrials
6.0%
Healthcare
5.8%
Consumer Defensive
3.5%
Basic Materials
2.6%
Other
5.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.2%Moderate
Year-on-year price swings
Max drawdown
-26.8%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.88Decent risk-adjusted returns
Sortino (3Y)
1.28Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the NYLI Candriam U.S. Large Cap Equity Index.
- Strategy
- Employs a passive management approach to track the NYLI Candriam U.S. Large Cap Equity Index, investing primarily in large-cap U.S. equity securities that meet ESG criteria. Covers sectors including information technology, consumer discretionary, and health care.
- Inception date
- December 17, 2019
- Fund family
- New York Life Investment Management LLC
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Data updated on 2026-09-18