• IQ Chaikin U.S. Small Cap ETF

IndexIQ

  • US
  • Small-Cap
  • Core
  • Recently Viewed
  • Symbol Price
    FNGU 37.27
    NFTY 49.25
    DFVS 12.19
    CUT 25.08
    ESML 17.79
    REDV 29.37
    DEUR 31.93
    BND 105.6
    PID 16.29
    AFK 22.43

IQ Chaikin U.S. Small Cap ETF

CSML

Summary

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The fund employs a passive management or indexing investment approach that is designed to track the performance of the Underlying Index.

The Underlying Index seeks to identify securities that are estimated to outperform peers.

Next, the research team invests significantly in securities of small-capitalization U.S. issuers.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund seeks to replicate the composition of the benchmark index, holding each security in approximately the same proportion as its weighting in the Index.

Additionally, the fund may invest in one or more ETFs that are not components of the index.

Price

Last Close

$ 35.29 ( -0.4 )

52 Week HL

$38.36 - $27.1

Net Assets

Expense Ratio

Performance

10.56 % YTD

3 Year

60.67%

5 Year

0%

Best

29.71% 2021

Worst

0% 2020

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 - -36.9% 11.7% -2.6% - - - - - - -
Q2 - 25.4% -1.3% 7.8% 1.2% - - - - - -
Q3 - 3% 0.5% -1.8% 5.3% - - - - - -
Q4 - 31% 8.8% -19.6% 2.8% - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 - - - - - - - - - - - -
2020 -10.38% -9.86% -26.85% 16.09% 2.65% 5.26% 2.35% 5.39% -4.51% 2.65% 17.17% 8.92%

Returns +

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    11%18%24%-12%13%19%-6%4%37%15%-5%

Alpha CSML and ^RUT - Russell 2000 Index

CSML and ^RUT - Russell 2000 Index

Chart +