ACWI vs. WRND ETF Comparison

Comparison of iShares MSCI ACWI Index Fund (ACWI) to IQ Global Equity R&D Leaders ETF (WRND)

ACWI

iShares MSCI ACWI Index Fund

ACWI Description

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI All Country World Index. The fund invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is a free float-adjusted market capitalization index designed to measure the combined equity market performance of developed and emerging markets countries. Components primarily include consumer discretionary, consumer staples, energy, financial, industrials and information technology companies. It is non-diversified.

Grade (RS Rating)

Last Trade

$118.64

Average Daily Volume

1,817,856

Number of Holdings ^*

616

* may have additional holdings in another (foreign) market

WRND

IQ Global Equity R&D Leaders ETF

WRND Description

IQ Global Equity R&D Leaders ETF is an exchange traded fund launched by New York Life Investment Management LLC. The fund is managed by IndexIQ Advisors LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the IQ Global Equity R&D Leaders Index, by using full replication technique. IQ Global Equity R&D Leaders ETF was formed on December 14, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$28.94

Average Daily Volume

1,360

Number of Holdings ^*

112

* may have additional holdings in another (foreign) market

Performance

Period	ACWI	WRND
30 Days	-1.13%	-3.28%
60 Days	1.74%	-0.55%
90 Days	3.34%	-0.70%
12 Months	25.13%	18.45%

105 Overlapping Holdings

Symbol	Grade	Weight in ACWI	Weight in WRND	Overlap
AAPL	C	4.15%	3.13%	3.13%
ABBV	F	0.44%	0.17%	0.17%
ABBV	F	0.44%	0.79%	0.44%
ABNB	C	0.07%	0.19%	0.07%
ABT	B	0.25%	0.28%	0.25%
ACN	C	0.28%	0.14%	0.14%
ADBE	F	0.28%	0.37%	0.28%
ADI	D	0.14%	0.15%	0.14%
ADSK	B	0.08%	0.16%	0.08%
ALNY	D	0.04%	0.11%	0.04%
AMAT	F	0.2%	0.32%	0.2%
AMD	F	0.3%	0.59%	0.3%
AMGN	D	0.22%	0.53%	0.22%
AMZN	B	2.45%	6.23%	2.45%
APTV	F	0.02%	0.1%	0.02%
AVGO	C	1.02%	0.92%	0.92%
BA	F	0.14%	0.37%	0.14%
BABA	D	0.23%	1.01%	0.23%
BDX	F	0.09%	0.12%	0.09%
BGNE	D	0.01%	0.22%	0.01%
BIDU	F	0.03%	0.41%	0.03%
BIIB	F	0.03%	0.18%	0.03%
BMY	B	0.14%	1.08%	0.14%
BSX	B	0.17%	0.16%	0.16%
CAT	B	0.24%	0.23%	0.23%
CDNS	B	0.1%	0.16%	0.1%
CMI	A	0.06%	0.18%	0.06%
CRM	A	0.39%	0.64%	0.39%
CSCO	B	0.29%	0.91%	0.29%
CTVA	D	0.05%	0.14%	0.05%
DASH	B	0.07%	0.13%	0.07%
DDOG	B	0.04%	0.11%	0.04%
DE	D	0.13%	0.23%	0.13%
DHR	D	0.21%	0.15%	0.15%
EA	A	0.05%	0.28%	0.05%
EBAY	D	0.04%	0.15%	0.04%
EW	C	0.05%	0.11%	0.05%
EXPE	A	0.03%	0.17%	0.03%
F	C	0.05%	0.84%	0.05%
GE	D	0.26%	0.18%	0.18%
GEHC	D	0.05%	0.12%	0.05%
GILD	B	0.15%	0.68%	0.15%
GLW	B	0.05%	0.12%	0.05%
GM	A	0.08%	1.15%	0.08%
GOOGL	B	1.32%	5.17%	1.32%
HMC	F	0.05%	0.64%	0.05%
HON	A	0.18%	0.16%	0.16%
HPE	B	0.04%	0.27%	0.04%
HPQ	B	0.04%	0.18%	0.04%
IBM	D	0.25%	0.7%	0.25%
ILMN	C	0.03%	0.15%	0.03%
INCY	B	0.02%	0.31%	0.02%
INTC	C	0.14%	2.01%	0.14%
INTU	A	0.24%	0.29%	0.24%
ISRG	A	0.24%	0.12%	0.12%
JNJ	D	0.47%	1.44%	0.47%
JNPR	D	0.02%	0.12%	0.02%
KLAC	F	0.12%	0.12%	0.12%
LI	F	0.02%	0.23%	0.02%
LLY	F	0.84%	0.93%	0.84%
LMT	D	0.15%	0.15%	0.15%
LRCX	F	0.13%	0.2%	0.13%
MCHP	F	0.05%	0.1%	0.05%
MDT	D	0.14%	0.27%	0.14%
MELI	D	0.11%	0.19%	0.11%
META	C	1.62%	4.19%	1.62%
MMM	D	0.09%	0.16%	0.09%
MRK	F	0.33%	1.64%	0.33%
MRNA	F	0.02%	0.31%	0.02%
MRVL	B	0.1%	0.25%	0.1%
MSFT	D	3.75%	2.92%	2.92%
MU	D	0.16%	0.42%	0.16%
NFLX	A	0.43%	0.32%	0.32%
NIO	F	0.01%	0.22%	0.01%
NOC	D	0.09%	0.13%	0.09%
NOW	B	0.26%	0.25%	0.25%
NTAP	D	0.03%	0.11%	0.03%
NVDA	B	4.57%	1.37%	1.37%
NXPI	F	0.07%	0.24%	0.07%
ORCL	A	0.39%	1.03%	0.39%
PANW	B	0.16%	0.21%	0.16%
PFE	F	0.19%	0.98%	0.19%
PG	C	0.5%	0.2%	0.2%
PINS	F	0.02%	0.11%	0.02%
PYPL	A	0.1%	0.33%	0.1%
QCOM	F	0.24%	0.9%	0.24%
RBLX	B	0.03%	0.16%	0.03%
REGN	F	0.11%	0.31%	0.11%
RIVN	F	0.01%	0.17%	0.01%
RTX	D	0.21%	0.3%	0.21%
SNOW	C	0.05%	0.17%	0.05%
SNPS	C	0.11%	0.23%	0.11%
SONY	D	0.14%	0.62%	0.14%
SQ	A	0.05%	0.31%	0.05%
SYK	A	0.16%	0.14%	0.14%
TCOM	B	0.04%	0.29%	0.04%
TEAM	A	0.05%	0.32%	0.05%
TM	F	0.23%	0.72%	0.23%
TMO	D	0.26%	0.12%	0.12%
TSLA	B	1.16%	0.61%	0.61%
TXN	C	0.25%	0.21%	0.21%
UBER	C	0.17%	0.31%	0.17%
VRTX	C	0.17%	0.9%	0.17%
WDAY	B	0.07%	0.27%	0.07%
WDC	F	0.03%	0.2%	0.03%

ACWI Overweight 512 Positions Relative to WRND

Symbol	Grade	Weight
GOOG	B	1.14%
JPM	A	0.86%
BRK.A	A	0.77%
UNH	B	0.71%
XOM	B	0.68%
V	A	0.61%
MA	A	0.55%
COST	B	0.53%
HD	A	0.51%
WMT	A	0.47%
BAC	A	0.4%
CVX	A	0.34%
KO	D	0.33%
WFC	A	0.31%
LIN	D	0.28%
PEP	F	0.28%
MCD	D	0.27%
GS	A	0.24%
PM	A	0.24%
DIS	A	0.23%
CMCSA	B	0.22%
AXP	A	0.21%
BKNG	A	0.21%
VZ	C	0.21%
NEE	C	0.2%
T	A	0.2%
MS	A	0.2%
SPGI	C	0.2%
UNP	D	0.19%
PGR	B	0.19%
BLK	A	0.19%
LOW	A	0.19%
ETN	A	0.18%
TJX	A	0.17%
ADP	B	0.16%
TMUS	A	0.16%
FI	A	0.16%
BX	A	0.16%
MUFG	A	0.16%
COP	C	0.16%
C	A	0.16%
PLTR	A	0.15%
CB	C	0.14%
MMC	C	0.14%
SBUX	A	0.14%
SCHW	A	0.14%
PLD	D	0.13%
ANET	C	0.13%
NKE	D	0.12%
GEV	A	0.12%
MO	A	0.12%
SHW	B	0.12%
TT	A	0.12%
AMT	D	0.12%
SO	C	0.12%
UPS	C	0.12%
KKR	A	0.12%
ELV	F	0.12%
CTAS	B	0.11%
MSI	A	0.11%
DUK	C	0.11%
EQIX	B	0.11%
SMFG	A	0.11%
HDB	C	0.11%
ICE	D	0.11%
MDLZ	F	0.11%
APH	B	0.11%
WM	B	0.11%
PH	A	0.11%
CI	D	0.11%
CEG	D	0.1%
AON	A	0.1%
TDG	D	0.1%
CRWD	B	0.1%
EOG	A	0.1%
USB	B	0.1%
MCO	C	0.1%
CME	A	0.1%
ZTS	D	0.1%
ITW	B	0.1%
PNC	A	0.1%
CMG	B	0.1%
IBN	C	0.1%
MCK	A	0.1%
WELL	A	0.1%
TGT	D	0.09%
APD	A	0.09%
WMB	A	0.09%
CVS	F	0.09%
MAR	A	0.09%
COF	A	0.09%
HCA	D	0.09%
CRH	B	0.09%
GD	D	0.09%
CSX	B	0.09%
CL	D	0.09%
EMR	A	0.09%
ORLY	A	0.09%
SRE	A	0.08%
SLB	C	0.08%
TFC	A	0.08%
NSC	B	0.08%
OKE	A	0.08%
CARR	D	0.08%
ROP	C	0.08%
APO	A	0.08%
HLT	A	0.08%
ECL	D	0.08%
AJG	A	0.08%
FCX	F	0.08%
FDX	A	0.08%
COIN	A	0.07%
MFG	A	0.07%
PSA	C	0.07%
PSX	C	0.07%
AZO	C	0.07%
GWW	A	0.07%
MPC	D	0.07%
KMI	A	0.07%
RCL	A	0.07%
AMP	A	0.07%
TTD	B	0.07%
BK	A	0.07%
JCI	A	0.07%
FICO	A	0.07%
TRV	A	0.07%
URI	B	0.07%
SPG	A	0.07%
FTNT	A	0.07%
PCAR	B	0.07%
DLR	A	0.07%
APP	A	0.07%
AFL	C	0.07%
KMB	C	0.06%
AXON	A	0.06%
ODFL	B	0.06%
DFS	A	0.06%
FLUT	A	0.06%
HWM	A	0.06%
KVUE	A	0.06%
VLO	C	0.06%
PRU	A	0.06%
VRT	A	0.06%
CCI	D	0.06%
RSG	B	0.06%
TEL	C	0.06%
PAYX	B	0.06%
MSCI	A	0.06%
ROST	D	0.06%
LNG	A	0.06%
PWR	A	0.06%
D	C	0.06%
CPRT	A	0.06%
FAST	B	0.06%
WCN	A	0.06%
LHX	B	0.06%
AEP	C	0.06%
O	D	0.06%
DHI	D	0.06%
VST	A	0.06%
FIS	B	0.06%
MET	A	0.06%
ALL	A	0.06%
AIG	B	0.06%
NEM	F	0.06%
LULU	C	0.05%
IDXX	F	0.05%
GIS	D	0.05%
HIG	C	0.05%
XEL	A	0.05%
CHTR	B	0.05%
RMD	C	0.05%
MPWR	F	0.05%
EXC	C	0.05%
VMC	B	0.05%
SYY	D	0.05%
STZ	D	0.05%
KDP	D	0.05%
MLM	B	0.05%
DELL	C	0.05%
NUE	D	0.05%
TRGP	A	0.05%
YUM	D	0.05%
HES	B	0.05%
ACGL	C	0.05%
MNST	D	0.05%
OTIS	D	0.05%
A	D	0.05%
IQV	F	0.05%
KR	B	0.05%
VRSK	B	0.05%
PCG	A	0.05%
CTSH	B	0.05%
PEG	C	0.05%
IT	B	0.05%
CBRE	B	0.05%
FERG	D	0.05%
IR	A	0.05%
LEN	D	0.05%
BKR	A	0.05%
MSTR	B	0.05%
AME	A	0.05%
COR	B	0.05%
DXCM	C	0.04%
BR	A	0.04%
SW	A	0.04%
PPG	F	0.04%
KEYS	C	0.04%
PHM	D	0.04%
TTWO	A	0.04%
DOV	A	0.04%
GPN	B	0.04%
KHC	F	0.04%
STT	A	0.04%
WEC	A	0.04%
CAH	B	0.04%
ON	F	0.04%
XYL	D	0.04%
ANSS	B	0.04%
NVR	D	0.04%
ROK	A	0.04%
FITB	A	0.04%
ETR	A	0.04%
CSGP	F	0.04%
HUBS	A	0.04%
EIX	C	0.04%
VICI	C	0.04%
TSCO	D	0.04%
CNC	F	0.04%
ARES	B	0.04%
ED	D	0.04%
RJF	A	0.04%
OXY	F	0.04%
AVB	A	0.04%
WTW	B	0.04%
DOW	F	0.04%
GRMN	B	0.04%
EFX	F	0.04%
NDAQ	A	0.04%
HUM	F	0.04%
FANG	D	0.04%
DD	D	0.04%
MTB	A	0.04%
WAB	B	0.04%
IRM	D	0.04%
VEEV	C	0.04%
EXR	C	0.04%
ZBRA	B	0.03%
LYV	A	0.03%
PFG	C	0.03%
LH	B	0.03%
SNA	A	0.03%
LII	B	0.03%
NTRS	A	0.03%
CNP	A	0.03%
DRI	B	0.03%
PKG	B	0.03%
STX	D	0.03%
MDB	C	0.03%
COO	D	0.03%
WBD	B	0.03%
OMC	C	0.03%
TRU	D	0.03%
NRG	B	0.03%
ATO	A	0.03%
STE	D	0.03%
MKL	A	0.03%
ZBH	C	0.03%
CFG	A	0.03%
INVH	D	0.03%
K	B	0.03%
ES	C	0.03%
BLDR	D	0.03%
WY	D	0.03%
LYB	F	0.03%
CSL	B	0.03%
TDY	B	0.03%
FCNCA	A	0.03%
LPLA	A	0.03%
WAT	B	0.03%
PTC	B	0.03%
FE	C	0.03%
STLD	B	0.03%
CINF	A	0.03%
WST	C	0.03%
EME	B	0.03%
IFF	D	0.03%
RF	A	0.03%
EQT	A	0.03%
DTE	C	0.03%
CCL	A	0.03%
DVN	F	0.03%
PPL	A	0.03%
HUBB	B	0.03%
BAH	D	0.03%
CPAY	A	0.03%
SBAC	D	0.03%
GDDY	A	0.03%
EQR	C	0.03%
HAL	C	0.03%
FTV	D	0.03%
TROW	A	0.03%
HSY	F	0.03%
VLTO	D	0.03%
LDOS	C	0.03%
VTR	C	0.03%
TYL	B	0.03%
CHD	A	0.03%
ADM	D	0.03%
HBAN	A	0.03%
AWK	C	0.03%
DECK	A	0.03%
AEE	A	0.03%
BRO	B	0.03%
SYF	A	0.03%
TPL	A	0.03%
CDW	F	0.03%
NET	C	0.03%
MTD	F	0.03%
DKS	D	0.02%
BXP	D	0.02%
AMH	C	0.02%
BG	D	0.02%
ELS	B	0.02%
Z	A	0.02%
NBIX	D	0.02%
CPT	D	0.02%
REG	A	0.02%
HST	D	0.02%
SNAP	D	0.02%
BMRN	F	0.02%
OKTA	D	0.02%
UHS	D	0.02%
HEI	A	0.02%
CHRW	A	0.02%
SMCI	F	0.02%
UDR	C	0.02%
DLTR	F	0.02%
NDSN	B	0.02%
TOST	A	0.02%
WPC	D	0.02%
ALLE	D	0.02%
AKAM	F	0.02%
JKHY	D	0.02%
SWK	F	0.02%
EPAM	B	0.02%
CAG	F	0.02%
DT	C	0.02%
CHT	D	0.02%
SWKS	F	0.02%
EL	F	0.02%
POOL	D	0.02%
EVRG	A	0.02%
FFIV	B	0.02%
ROL	A	0.02%
VTRS	A	0.02%
LNT	A	0.02%
GGG	A	0.02%
ACM	B	0.02%
NI	A	0.02%
HEI	A	0.02%
AVTR	F	0.02%
TW	B	0.02%
AMCR	C	0.02%
TWLO	A	0.02%
CF	A	0.02%
DOC	D	0.02%
ALGN	D	0.02%
GLPI	D	0.02%
RVTY	D	0.02%
HOOD	A	0.02%
ENTG	F	0.02%
EG	D	0.02%
SSNC	D	0.02%
DPZ	C	0.02%
JBHT	B	0.02%
FWONK	B	0.02%
TSN	A	0.02%
VRSN	D	0.02%
DOCU	A	0.02%
FNF	C	0.02%
JBL	C	0.02%
KIM	A	0.02%
TER	F	0.02%
SUI	D	0.02%
DG	F	0.02%
UMC	F	0.02%
BURL	C	0.02%
KEY	A	0.02%
WSM	F	0.02%
GEN	B	0.02%
BAX	F	0.02%
OC	A	0.02%
TXT	D	0.02%
DKNG	B	0.02%
RPM	A	0.02%
GPC	D	0.02%
LVS	C	0.02%
PSTG	F	0.02%
EXPD	D	0.02%
UTHR	B	0.02%
MRO	A	0.02%
MANH	D	0.02%
AVY	D	0.02%
J	D	0.02%
IP	A	0.02%
L	A	0.02%
DGX	A	0.02%
NMR	B	0.02%
MAS	D	0.02%
EQH	B	0.02%
WSO	A	0.02%
CTRA	A	0.02%
MAA	A	0.02%
YUMC	B	0.02%
WRB	A	0.02%
RS	B	0.02%
IEX	B	0.02%
ULTA	D	0.02%
BALL	D	0.02%
ZS	B	0.02%
TRMB	A	0.02%
CMS	C	0.02%
EXE	A	0.02%
MKC	D	0.02%
BBY	C	0.02%
PNR	A	0.02%
PODD	A	0.02%
ARE	D	0.02%
MOH	F	0.02%
HOLX	D	0.02%
ZM	B	0.02%
FDS	A	0.02%
FSLR	F	0.02%
CLX	A	0.02%
ESS	A	0.02%
CBOE	D	0.02%
MBAVU	A	0.01%
CELH	F	0.01%
WLK	F	0.01%
LUV	A	0.01%
BILI	C	0.01%
UHAL	D	0.01%
FOX	A	0.01%
DINO	D	0.01%
H	B	0.01%
PARA	C	0.01%
BEN	C	0.01%
BBWI	C	0.01%
AGCO	D	0.01%
WBA	F	0.01%
ACI	C	0.01%
AZPN	A	0.01%
QRVO	F	0.01%
MTCH	F	0.01%
XPEV	C	0.01%
APA	F	0.01%
HII	F	0.01%
DVA	C	0.01%
BSY	D	0.01%
BIO	C	0.01%
TME	F	0.01%
TTC	D	0.01%
WIT	B	0.01%
MOS	D	0.01%
WYNN	D	0.01%
HSIC	D	0.01%
HRL	D	0.01%
MGM	D	0.01%
CE	F	0.01%
ENPH	F	0.01%
WTRG	C	0.01%
NLY	C	0.01%
RPRX	F	0.01%
FBIN	D	0.01%
DAL	A	0.01%
ROKU	D	0.01%
TFX	F	0.01%
AES	F	0.01%
CPB	D	0.01%
CNH	D	0.01%
KNX	B	0.01%
EXAS	F	0.01%
FOXA	A	0.01%
AOS	F	0.01%
SEIC	A	0.01%
CHRD	F	0.01%
LKQ	D	0.01%
CRL	D	0.01%
ALLY	C	0.01%
IOT	B	0.01%
AFG	A	0.01%
SOLV	C	0.01%
CTLT	C	0.01%
MKTX	C	0.01%
ERIE	F	0.01%
DAY	B	0.01%
TAP	A	0.01%
PAYC	B	0.01%
OVV	C	0.01%
ALB	C	0.01%
CCK	D	0.01%
EMN	C	0.01%
LW	C	0.01%
SJM	F	0.01%
AIZ	A	0.01%
IPG	F	0.01%
NWSA	B	0.01%
TECH	D	0.01%
CG	B	0.01%
KMX	B	0.01%
MNSO	D	0.0%

ACWI Underweight 7 Positions Relative to WRND

Symbol	Grade	Weight
NVS	D	-0.96%
STLA	F	-0.64%
SHOP	A	-0.19%
SPOT	A	-0.18%
LPL	F	-0.11%
UL	D	-0.11%
LCID	F	-0.07%