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IQ Chaikin US Small Cap ETF CSML

Quantitative rating as of

Morningstar’s Analysis CSML

Will CSML outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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IQ Chaikin US Small Cap ETF's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers. The strategy changed its peer group in October, moving to the Small Value Morningstar Category from the Small Blend category.

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