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IQSUNYLI Candriam U.S. Large Cap Equity ETF

Grow my money#618 of 2944 for Grow my money

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.

New York Life Investment Management LLC · Since 2019 (6 years)

Annual Cost

0.09%

#327 out of 5,332 ETFs

Fund Size

$281M

#1854 out of 5,332 ETFs

Dividend Yield

1.17%

Track Record

6 years

#2062 out of 5,332 ETFs

Performance

1 Year

+30.8%

3 Years

+20.3%

5 Years

+11.6%

What's inside

Asset class
Strategy
index tracking
Cap
large
Focus
ESG

Asset allocation

Stocks
100.0%
Preferred
0.1%

Sector breakdown

Technology
32.3%
Consumer Cyclical
15.2%
Communication
13.5%
Financial Services
12.5%
Healthcare
7.1%
Industrials
7.0%
Consumer Defensive
3.9%
Basic Materials
2.9%
Other
5.6%

Top holdings

Apple IncAAPL10.2%
Alphabet Inc Class AGOOGL5.6%
Amazon.com IncAMZN5.1%
Alphabet Inc Class CGOOG4.8%
Microsoft CorpMSFT4.7%
Tesla IncTSLA3.8%
Visa Inc Class AV1.8%
Micron Technology IncMU1.5%
Mastercard Inc Class AMA1.4%
Advanced Micro Devices IncAMD1.2%

Risk profile

Volatility (1Y)

14.2%

Moderate

Max drawdown

-31.3%

Worst peak-to-trough loss

Sharpe (3Y)

1.02

Excellent risk-adjusted returns

Sortino (3Y)

1.50

Good downside protection

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Data updated on 2026-05-05