ACWV vs. LRND ETF Comparison

Comparison of iShares MSCI All Country World Minimum Volatility Index Fund (ACWV) to IQ U.S. Large Cap R&D Leaders ETF (LRND)

ACWV

iShares MSCI All Country World Minimum Volatility Index Fund

ACWV Description

The investment seeks to track the investment results of an index composed of developed and emerging market equities that, in the aggregate, have lower volatility characteristics relative to the broader developed and emerging equity markets. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. It seeks to track the underlying index, which has been developed by MSCI Inc. ("MSCI") to measure the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$113.68

Average Daily Volume

158,736

Number of Holdings ^*

138

* may have additional holdings in another (foreign) market

LRND

IQ U.S. Large Cap R&D Leaders ETF

LRND Description

IQ U.S. Large Cap 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 the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of large-cap companies. The fund seeks to track the performance of the IQ U.S. Large Cap R&D Leaders Index, by using full replication technique. IQ U.S. Large Cap R&D Leaders ETF was formed on December 14, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$32.86

Average Daily Volume

605

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	ACWV	LRND
30 Days	0.19%	0.72%
60 Days	4.90%	6.41%
90 Days	7.99%	-2.07%
12 Months	23.69%	32.24%

24 Overlapping Holdings

Symbol	Grade	Weight in ACWV	Weight in LRND	Overlap
ABBV	B	0.55%	1.6%	0.55%
ABT	C	0.1%	0.57%	0.1%
ACN	B	0.25%	0.28%	0.25%
AMGN	D	0.37%	1.05%	0.37%
BDX	C	0.23%	0.22%	0.22%
BMY	B	0.21%	2.25%	0.21%
CSCO	A	1.41%	1.66%	1.41%
CTVA	A	0.12%	0.29%	0.12%
EA	D	0.54%	0.47%	0.47%
GILD	A	0.42%	1.33%	0.42%
IBM	A	0.76%	1.71%	0.76%
INCY	B	0.32%	0.32%	0.32%
JNJ	D	1.09%	3.23%	1.09%
JNPR	B	0.32%	0.24%	0.24%
LLY	D	0.57%	1.98%	0.57%
LMT	A	0.25%	0.35%	0.25%
MRK	F	1.2%	4.31%	1.2%
MSFT	D	0.75%	5.2%	0.75%
NOC	B	0.79%	0.28%	0.28%
ORCL	C	0.48%	2.02%	0.48%
PG	D	0.83%	0.4%	0.4%
REGN	D	0.8%	0.79%	0.79%
VRTX	D	1.06%	0.65%	0.65%
WDAY	D	0.09%	0.55%	0.09%

ACWV Overweight 114 Positions Relative to LRND

Symbol	Grade	Weight
TMUS	A	1.72%
WMT	A	1.69%
MSI	A	1.66%
WM	B	1.36%
ROP	C	1.3%
RSG	C	1.11%
MCK	F	1.11%
PEP	F	1.09%
MCD	A	1.02%
COR	F	0.95%
ED	A	0.9%
MMC	D	0.88%
CB	B	0.87%
BRK.A	C	0.87%
DUK	B	0.83%
SO	A	0.82%
PGR	C	0.81%
VZ	B	0.81%
UNH	B	0.8%
KR	C	0.78%
AZO	D	0.77%
GIS	C	0.69%
WEC	A	0.66%
ACGL	B	0.64%
ORLY	A	0.56%
K	A	0.55%
CBOE	B	0.54%
GDDY	D	0.53%
ELV	F	0.53%
V	C	0.52%
APH	D	0.48%
HSY	F	0.47%
CHD	D	0.44%
KEYS	C	0.41%
FI	A	0.4%
CL	D	0.39%
MKL	C	0.39%
KDP	C	0.39%
L	D	0.38%
WRB	C	0.38%
CHT	C	0.38%
BAH	A	0.38%
UTHR	C	0.37%
WCN	D	0.37%
KHC	F	0.36%
VRSN	B	0.36%
HUM	F	0.35%
TJX	D	0.35%
ERIE	B	0.34%
AON	B	0.32%
KMB	D	0.32%
FFIV	B	0.32%
AJG	D	0.31%
AKAM	D	0.3%
NBIX	F	0.29%
TSN	D	0.29%
SJM	D	0.29%
TRV	C	0.28%
GEN	B	0.27%
BRO	A	0.27%
MDLZ	D	0.27%
CF	A	0.25%
T	A	0.25%
CI	D	0.25%
YUM	B	0.24%
HRL	F	0.24%
CPB	D	0.24%
CME	A	0.22%
ROL	C	0.21%
JKHY	A	0.2%
CTSH	B	0.2%
FWONK	D	0.2%
BMRN	F	0.2%
PTC	D	0.2%
DPZ	D	0.19%
GD	C	0.19%
FCNCA	D	0.19%
CMS	A	0.17%
ULTA	D	0.17%
MA	A	0.17%
CAH	B	0.16%
DGX	C	0.15%
MPC	C	0.15%
LNG	A	0.13%
MOH	D	0.13%
NEM	C	0.12%
WIT	C	0.11%
MNST	D	0.11%
AIZ	B	0.11%
PCG	C	0.1%
XOM	A	0.1%
TDY	A	0.1%
FICO	A	0.1%
AZPN	B	0.1%
AEE	A	0.1%
XEL	B	0.1%
EG	B	0.1%
WTW	C	0.09%
TPL	A	0.07%
IT	B	0.07%
AEP	C	0.07%
ANET	A	0.06%
KO	C	0.06%
TRGP	A	0.06%
FANG	C	0.06%
HSIC	D	0.06%
CHRW	C	0.06%
DINO	D	0.06%
ACI	F	0.05%
HOLX	D	0.05%
GPC	D	0.05%
KNX	D	0.05%
CAG	D	0.05%
HKD	B	0.0%

ACWV Underweight 75 Positions Relative to LRND

Symbol	Grade	Weight
AMZN	C	-8.6%
GOOGL	B	-7.9%
META	A	-6.74%
AAPL	C	-6.42%
INTC	D	-2.31%
PFE	D	-2.17%
GM	D	-1.93%
NVDA	B	-1.75%
AVGO	C	-1.52%
F	D	-1.45%
QCOM	C	-1.32%
TSLA	C	-1.17%
AMD	B	-1.13%
CRM	B	-1.08%
PYPL	C	-0.75%
ADBE	F	-0.7%
UBER	C	-0.68%
RTX	A	-0.63%
BA	F	-0.6%
MDT	C	-0.58%
SQ	D	-0.57%
NFLX	B	-0.55%
INTU	F	-0.53%
NOW	C	-0.53%
AMAT	B	-0.5%
CAT	A	-0.49%
DE	B	-0.47%
MMM	C	-0.46%
DELL	C	-0.44%
GE	C	-0.44%
HPE	B	-0.41%
RIVN	F	-0.41%
MU	D	-0.4%
MRNA	F	-0.39%
SPOT	C	-0.39%
TEAM	D	-0.39%
TXN	C	-0.38%
PANW	D	-0.36%
EBAY	A	-0.36%
MRVL	B	-0.36%
BIIB	F	-0.35%
RBLX	D	-0.34%
CMI	A	-0.34%
ALNY	C	-0.33%
SNPS	F	-0.33%
DHR	D	-0.33%
ILMN	B	-0.31%
EXPE	B	-0.31%
WDC	C	-0.31%
U	D	-0.3%
ADSK	C	-0.3%
BSX	A	-0.3%
ADI	C	-0.3%
ABNB	D	-0.3%
HPQ	B	-0.3%
TMO	D	-0.28%
GEHC	C	-0.28%
HON	C	-0.27%
SYK	C	-0.27%
LCID	D	-0.27%
LRCX	D	-0.26%
DASH	B	-0.25%
EXEL	B	-0.24%
APTV	D	-0.24%
SNOW	F	-0.24%
CDNS	D	-0.24%
KLAC	B	-0.23%
ISRG	C	-0.23%
GLW	C	-0.23%
CNH	D	-0.22%
NTAP	D	-0.19%
DDOG	C	-0.19%
MCHP	F	-0.18%
PINS	C	-0.15%
EW	F	-0.15%