With over 50 iQuant models from growth to hedge—if you can't find your match, you're not looking!
FIND iQUANT MODELS
With a wide choice of models to choose from, the iQ Model Finder enables advisors to quickly locate and evaluate iQUANT models.
To learn more about a model, simply click the name of the model (first column) in the table below.
Time periods greater than 1 year are annualized. Returns as of 3/31/2024.* Table is sortable by clicking the column header.
Click here for all iQUANT model factcards in one pdf.
Click here for the model reconstitution schedule summary.
Click here for each models’ monthly returns.
| Model Name | 1-Month | YTD | 1-Year | 3-Year | 5-Year | 10 Year | 20 Year | Yield | Asset Class | Strategy Type | Geographic Exposure | Reconstitution Frequency | Responsible | Low Trading | Holdings Type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| iQ 40 Days (BRI) Model | -4.34 | 4.02 | -1.85 | 21.48 | 20.90 | 23.61 | 25.37 | TBD | Equity | Broad Market | North America | Quarterly | BRI | Yes | Equity |
| iQ All Assets ETF Model | -3.97 | -6.27 | -5.23 | 7.00 | 8.16 | 8.51 | 10.54 | TBD | Multi-Asset | Alternative | Global | Quarterly | No | ETF | |
| iQ All Assets ETF Model (no inverse) | -3.97 | -1.21 | -6.33 | 5.80 | 6.97 | 7.71 | 9.67 | TBD | Multi-Asset | Alternative | Global | Quarterly | No | ETF | |
| iQ All Assets Hedge Model | -1.46 | 0.56 | 2.88 | 6.80 | 6.29 | 8.16 | 10.93 | TBD | Multi-Asset | Alternative | Global | Quarterly | No | Mix | |
| iQ All Cap High Yield Model | -6.87 | 0.53 | -4.76 | 14.74 | 9.07 | 7.04 | 12.34 | TBD | Equity | Broad Market | North America | Quarterly | No | Equity | |
| iQ All Cap Risk On Risk Off High Yield Model | -1.92 | 5.94 | -10.23 | -5.33 | -1.88 | 4.19 | 14.16 | TBD | Multi-Asset | Alternative | North America | Monthly | No | Mix | |
| iQ All Cap Share Buyback Model | -1.28 | 4.42 | 10.24 | 17.68 | 13.98 | 17.08 | 18.48 | TBD | Equity | Broad Market | North America | Quarterly | No | Equity | |
| iQ All Cap Smart Beta Model | 4.44 | 7.78 | 9.33 | 12.84 | 3.14 | 10.17 | 13.60 | TBD | Equity | Broad Market | North America | Quarterly | No | Equity | |
| iQ Bat out of Hell (BoH) Model | -2.57 | -1.34 | -14.48 | -4.23 | 2.51 | 15.36 | 19.07 | TBD | Equity | Broad Market | North America | Monthly | No | Equity | |
| iQ Bulls of the Dow Model | -1.82 | 2.02 | -3.61 | 20.19 | 16.54 | 20.32 | 14.13 | TBD | Equity | Broad Market | North America | Quarterly | Yes | Equity | |
| iQ Consumer Staples Model | -1.30 | 0.47 | 2.55 | 11.94 | 4.14 | 7.31 | 13.27 | TBD | Equity | Sector | North America | Quarterly | No | Equity | |
| iQ Cyclical Super Sector Model | -0.49 | 15.49 | 7.32 | 21.97 | 12.70 | 13.85 | 16.60 | TBD | Equity | Sector | North America | Quarterly | Yes | Equity | |
| iQ Defensive Preferred Income Model | -0.37 | 7.09 | 4.25 | 10.75 | 10.52 | 9.08 | 9.21 | TBD | Income | Preferred Stock | North America | Semi-Annual | Yes | Equity | |
| iQ Defensive Super Sector Model | -5.32 | -4.36 | -7.42 | 12.62 | 11.30 | 15.20 | 14.60 | TBD | Equity | Sector | North America | Quarterly | Yes | Equity | |
| iQ Dividend Growth 10 Model | -4.40 | -6.68 | -0.33 | 12.13 | 7.68 | 12.34 | 11.81 | TBD | Equity | Broad Market | North America | Quarterly | Yes | Equity | |
| iQ Domestic Income Model | -1.78 | -0.87 | -5.17 | 1.83 | 6.22 | 8.54 | 11.56 | TBD | Income | Aggregate | North America | Quarterly | No | ETF | |
| iQ ESG 10 (Sustainable) Model | -0.67 | 9.03 | 0.67 | 24.57 | 20.72 | 20.99 | 18.57 | TBD | Equity | Broad Market | North America | Quarterly | ESG | Yes | Equity |
| iQ ETF Inflation Hedge Model | -2.43 | -1.06 | -6.90 | 14.07 | 11.92 | 12.67 | 10.14 | TBD | Multi-Asset | Alternative | North America | Monthly | No | ETF | |
| iQ ETF Momentum Model | -1.79 | 3.62 | -3.82 | 18.90 | 15.46 | 14.18 | 16.96 | TBD | Equity | Broad Market | Global | Quarterly | No | ETF | |
| iQ ETF Monthly Market Timing Model | -1.23 | 6.01 | -4.45 | 7.32 | 5.82 | 9.75 | 10.56 | TBD | Equity | Broad Market | North America | Monthly | No | ETF | |
| iQ ETF Multi-Asset Income Model | -2.52 | 2.25 | -13.97 | -2.48 | 0.97 | 3.34 | 11.07 | TBD | Multi-Asset | Alternative | Global | Quarterly | No | ETF | |
| iQ ETF Recession Hedge Model | -2.64 | -1.73 | 0.11 | 10.86 | 10.61 | 8.84 | TBD | Multi-Asset | Alternative | North America | Monthly | No | ETF | ||
| iQ ETF Sector Rotation Model | -2.19 | -2.41 | -3.06 | 9.22 | 7.29 | 11.02 | 11.58 | TBD | Equity | Broad Market | North America | Quarterly | No | ETF | |
| iQ ETF Style Box Rotation Model | -0.75 | 4.57 | -2.79 | 11.33 | 12.48 | 13.28 | 14.70 | TBD | Equity | Broad Market | North America | Monthly | No | ETF | |
| iQ Financial Services Model | 1.51 | 8.77 | 3.08 | 15.03 | 4.54 | 9.23 | 9.33 | TBD | Equity | Sector | North America | Quarterly | No | Equity | |
| iQ Global ETF Income Model | -2.54 | -0.91 | -7.52 | 1.56 | 4.22 | 5.99 | 7.80 | TBD | Income | Aggregate | Global | Quarterly | No | ETF | |
| iQ Global Style Box Rotation Model | -2.17 | 3.41 | 11.30 | 20.61 | 17.60 | 16.82 | 19.25 | TBD | Equity | Broad Market | Global | Quarterly | No | Equity | |
| iQ Greatest Hits Model | -1.24 | 7.00 | 4.05 | 21.14 | 16.12 | 19.84 | 18.81 | TBD | Equity | Broad Market | Global | Quarterly | No | Equity | |
| iQ Healthcare Model | -5.17 | -7.01 | -2.33 | 4.75 | 4.71 | 11.48 | 14.17 | TBD | Equity | Sector | North America | Quarterly | No | Equity | |
| iQ International Buyback & Dividend Model | -0.91 | 7.46 | -8.39 | 18.12 | 5.58 | 14.34 | 15.56 | TBD | Equity | Broad Market | International | Quarterly | No | Equity | |
| iQ International Efficiency Model | -3.20 | 8.93 | 1.84 | 15.35 | 8.52 | 17.00 | 18.57 | TBD | Equity | Broad Market | International | Annual | No | Equity | |
| iQ International ETF Rotation Model | -1.66 | 3.08 | 10.58 | 19.69 | 10.98 | 8.95 | 14.34 | TBD | Equity | Broad Market | International | Monthly | No | ETF | |
| iQ International Income Model | -1.95 | 2.17 | -28.70 | -12.49 | -6.68 | -2.49 | 4.21 | TBD | Income | Aggregate | International | Quarterly | No | ETF | |
| iQ International Titans Model | -1.07 | 3.29 | -0.95 | 18.34 | 11.93 | 14.04 | 15.86 | TBD | Equity | Broad Market | International | Quarterly | Yes | Equity | |
| iQ Large Cap Growth Model | -2.86 | -1.82 | 8.86 | 15.77 | 13.41 | 15.24 | 14.00 | TBD | Equity | Style Box | North America | Quarterly | No | Equity | |
| iQ Large Cap High Yield Model | -4.03 | 6.34 | 8.80 | 10.28 | 1.87 | 5.34 | 8.02 | TBD | Equity | Broad Market | North America | Quarterly | No | Equity | |
| iQ Large Cap Share Buyback Model | -2.08 | -2.79 | 8.29 | 15.20 | 11.24 | 15.22 | 14.29 | TBD | Equity | Broad Market | North America | Quarterly | No | Equity | |
| iQ Large Cap Value Model | -2.68 | 3.33 | -1.83 | 9.00 | 1.94 | 10.15 | 13.71 | TBD | Equity | Style Box | North America | Quarterly | No | Equity | |
| iQ Leveraged 2x ETF Timing | -2.53 | 9.81 | -12.38 | 2.98 | 4.79 | 13.27 | 13.44 | TBD | Equity | Broad Market | North America | Monthly | No | ETF | |
| iQ Mid Cap Growth Model | 0.47 | 4.72 | 14.99 | 26.12 | 19.14 | 17.08 | 16.10 | TBD | Equity | Style Box | North America | Quarterly | No | Equity | |
| iQ Mid Cap Value Model | 0.32 | 6.86 | 6.20 | 28.74 | 14.60 | 17.84 | 16.77 | TBD | Equity | Style Box | North America | Quarterly | No | Equity | |
| iQ Monthly Long/Short Model | -1.94 | -2.33 | 1.76 | 16.02 | 13.02 | 14.83 | 14.69 | TBD | Equity | Alternative | North America | Monthly | No | Equity | |
| iQ Recession 10 Model | -2.48 | 1.65 | 18.43 | 23.98 | 14.72 | 18.54 | 17.43 | TBD | Equity | Sector | North America | Quarterly | No | Equity | |
| iQ Risk On / Risk Off ETF Model | -1.96 | 3.28 | -12.63 | 3.88 | 2.56 | 8.78 | 11.52 | TBD | Multi-Asset | Alternative | North America | Monthly | No | ETF | |
| iQ Risk On / Risk Off Model | -2.63 | 0.40 | -8.13 | 0.79 | 1.98 | 8.96 | 11.81 | TBD | Multi-Asset | Alternative | North America | Monthly | No | Mix | |
| iQ S&P 500 Defensive Sector Model | -4.27 | -3.33 | 1.41 | 9.36 | 8.77 | 14.30 | 14.18 | TBD | Equity | Sector | Global | Annual | No | Equity | |
| iQ S&P 500 Efficiency Model | -4.89 | -1.41 | -11.79 | 6.53 | 5.34 | 11.53 | 12.25 | TBD | Equity | Broad Market | North America | Annual | No | Equity | |
| iQ S&P SMid Cap Efficiency Model | -0.13 | 6.79 | 9.60 | 21.36 | 14.87 | 16.74 | 15.88 | TBD | Equity | Style Box | North America | Annual | No | Equity | |
| iQ Sector Rotation Model | -3.62 | -1.09 | -0.05 | 10.21 | 9.44 | 11.82 | 13.85 | TBD | Equity | Broad Market | Global | Quarterly | No | Equity | |
| iQ Sell in May & Walk Away Model | -2.48 | -0.21 | -25.59 | 2.66 | 4.59 | 8.10 | 11.66 | TBD | Multi-Asset | Alternative | Domestic | Semi-Annual | No | Mix | |
| iQ Sensitive Super Sector Model | -1.51 | 11.43 | -15.53 | 14.42 | 16.35 | 18.54 | 16.67 | TBD | Equity | Sector | North America | Quarterly | Yes | Equity | |
| iQ Share Buyback Screamers Model | -4.75 | -0.17 | -4.53 | 15.60 | 12.89 | 17.06 | 20.74 | TBD | Equity | Broad Market | Global | Monthly | No | Equity | |
| iQ Small Cap Growth Model | -3.44 | 5.42 | -6.06 | 17.52 | 5.15 | 13.17 | 17.05 | TBD | Equity | Style Box | North America | Quarterly | No | Equity | |
| iQ Small Cap Value Model | 1.71 | 6.54 | 18.38 | 25.72 | 17.74 | 21.86 | 25.84 | TBD | Equity | Style Box | North America | Quarterly | No | Equity | |
| iQ SMid Cap 10 Model | -1.03 | 15.40 | -14.53 | 8.77 | 7.31 | 9.67 | 13.54 | TBD | Equity | Style Box | North America | Quarterly | Yes | Equity | |
| iQ Technology Model | -2.12 | 2.33 | 1.64 | 13.43 | 10.91 | 20.08 | 15.08 | TBD | Equity | Sector | North America | Quarterly | No | Equity | |
| iQ Total Real Estate Model | -1.09 | 12.78 | -7.05 | 4.74 | 6.77 | 9.40 | 13.76 | TBD | Equity | Sector | North America | Quarterly | No | Equity | |
| iQ Utilities & Telecom Model | -1.85 | 0.03 | -13.36 | -6.51 | 0.17 | 3.87 | 9.73 | TBD | Equity | Sector | North America | Quarterly | No | Equity |
IMPORTANT: Every model, no matter how good, will fail at some point. To mitigate this risk, combine models with low historical correlations. The iQ Portfolio Optimizer is a useful tool for combining iQUANT models.
Hypothetical returns are for illustrative purposes only, not indicative of actual performance. They are based on simulated models, not real investment decisions. Actual outcomes may vary due to market fluctuations, economic conditions, fees, and investor behavior. Hypothetical returns do not guarantee future performance. Carefully consider financial objectives, risk tolerance, and consult a qualified financial professional before investing. Past performance is not predictive. Investments carry inherent risks. Conduct thorough research and due diligence. Seek guidance from your Compliance team or regulatory authorities for any questions or concerns.