IndexIQ Total Asset vs. Net Asset

Considering IndexIQ's profitability and operating efficiency indicators, IndexIQ may not be well positioned to generate adequate gross income at the present time. It has a very high likelihood of underperforming in May. Profitability indicators assess IndexIQ's ability to earn profits and add value for shareholders.
For IndexIQ profitability analysis, we use financial ratios and fundamental drivers that measure the ability of IndexIQ to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well IndexIQ utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between IndexIQ's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of IndexIQ over time as well as its relative position and ranking within its peers.
  
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.
The market value of IndexIQ is measured differently than its book value, which is the value of IndexIQ that is recorded on the company's balance sheet. Investors also form their own opinion of IndexIQ's value that differs from its market value or its book value, called intrinsic value, which is IndexIQ's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IndexIQ's market value can be influenced by many factors that don't directly affect IndexIQ's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IndexIQ's value and its price as these two are different measures arrived at by different means. Investors typically determine if IndexIQ is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IndexIQ's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

IndexIQ Net Asset vs. Total Asset Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining IndexIQ's current stock value. Our valuation model uses many indicators to compare IndexIQ value to that of its competitors to determine the firm's financial worth.
IndexIQ is the top ETF in total asset as compared to similar ETFs. It is the top ETF in net asset as compared to similar ETFs making up about  1.00  of Net Asset per Total Asset. Comparative valuation analysis is a catch-all model that can be used if you cannot value IndexIQ by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for IndexIQ's Etf. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the IndexIQ's earnings, one of the primary drivers of an investment's value.

IndexIQ Net Asset vs. Total Asset

Total Asset is everything that a business owns. It is the sum of current and long-term assets owned by a firm at a given time. These assets are listed on a balance sheet and typically valued based on their purchasing prices, not the current market value.

IndexIQ

Total Asset

 = 

Tangible Assets

+

Intangible Assets

 = 
10.78 M
Total Asset is typically divided on the balance sheet on current asset and long-term asset. Long-term is the value of company property and other capital assets that are expected to be useable for more than one year. Long term assets are reported net of depreciation. On the other hand current assets are assets that are expected to be sold or converted to cash as part of normal business operation.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.

IndexIQ

Net Asset

 = 

Current Market Value

-

Current Liabilities

 = 
10.78 M
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.

IndexIQ Net Asset Comparison

IndexIQ is currently under evaluation in net asset as compared to similar ETFs.

IndexIQ Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in IndexIQ, profitability is also one of the essential criteria for including it into their portfolios because, without profit, IndexIQ will eventually generate negative long term returns. The profitability progress is the general direction of IndexIQ's change in net profit over the period of time. It can combine multiple indicators of IndexIQ, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The underlying index seeks to provide investors with a hedge against the inflation rate by providing diversified exposure to assets expected to benefit directly or indirectly from increases in the prices of goods and services that have exhibited positive correlation to the CPI over long-term historical periods. IQ Real is traded on NYSEARCA Exchange in the United States.

IndexIQ Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on IndexIQ. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of IndexIQ position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the IndexIQ's important profitability drivers and their relationship over time.

Use IndexIQ in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if IndexIQ position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in IndexIQ will appreciate offsetting losses from the drop in the long position's value.

IndexIQ Pair Trading

IndexIQ Pair Trading Analysis

The ability to find closely correlated positions to IndexIQ could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IndexIQ when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back IndexIQ - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling IndexIQ to buy it.
The correlation of IndexIQ is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as IndexIQ moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if IndexIQ moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for IndexIQ can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your IndexIQ position

In addition to having IndexIQ in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run FinTech Thematic Idea Now

FinTech
FinTech Theme
High long term potential financial entities that are ranging from payment processing, investment management to commercial and investment banking. The FinTech theme has 81 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize FinTech Theme or any other thematic opportunities.
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When determining whether IndexIQ offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IndexIQ's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Indexiq Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Indexiq Etf:
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.
You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
To fully project IndexIQ's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of IndexIQ at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include IndexIQ's income statement, its balance sheet, and the statement of cash flows.
Potential IndexIQ investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although IndexIQ investors may work on each financial statement separately, they are all related. The changes in IndexIQ's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on IndexIQ's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.