EFIV vs. LRND ETF Comparison
Comparison of SPDR S&P 500 ESG ETF (EFIV) to IQ U.S. Large Cap R&D Leaders ETF (LRND)
EFIV
SPDR S&P 500 ESG ETF
EFIV Description
• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index
Grade (RS Rating)
Last Trade
$55.35
Average Daily Volume
126,970
Number of Holdings
*
316
* 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
$33.24
Average Daily Volume
365
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
Performance
| Period | EFIV | LRND |
|---|---|---|
| 30 Days | 1.58% | 2.38% |
| 60 Days | 2.96% | 1.49% |
| 90 Days | 4.08% | 1.85% |
| 12 Months | 29.90% | 30.82% |
51 Overlapping Holdings
| Symbol | Grade | Weight in EFIV | Weight in LRND | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 9.5% | 6.45% | 6.45% | |
| ABBV | C | 1.01% | 1.65% | 1.01% | |
| ABT | C | 0.6% | 0.6% | 0.6% | |
| ACN | C | 0.65% | 0.29% | 0.29% | |
| ADBE | F | 0.78% | 0.73% | 0.73% | |
| ADSK | C | 0.16% | 0.3% | 0.16% | |
| AMAT | D | 0.45% | 0.49% | 0.45% | |
| AMD | D | 0.72% | 1.12% | 0.72% | |
| AMGN | B | 0.52% | 1.08% | 0.52% | |
| APTV | D | 0.05% | 0.23% | 0.05% | |
| BDX | D | 0.2% | 0.23% | 0.2% | |
| BIIB | F | 0.09% | 0.36% | 0.09% | |
| BMY | C | 0.29% | 2.23% | 0.29% | |
| BSX | B | 0.36% | 0.31% | 0.31% | |
| CAT | B | 0.49% | 0.45% | 0.45% | |
| CMI | C | 0.12% | 0.33% | 0.12% | |
| CRM | D | 0.73% | 1.04% | 0.73% | |
| CSCO | C | 0.59% | 1.62% | 0.59% | |
| CTVA | B | 0.11% | 0.29% | 0.11% | |
| DE | B | 0.3% | 0.46% | 0.3% | |
| DHR | B | 0.53% | 0.34% | 0.34% | |
| EA | D | 0.1% | 0.5% | 0.1% | |
| EBAY | B | 0.1% | 0.36% | 0.1% | |
| EW | F | 0.12% | 0.16% | 0.12% | |
| EXPE | C | 0.05% | 0.29% | 0.05% | |
| GE | B | 0.55% | 0.43% | 0.43% | |
| GILD | B | 0.31% | 1.35% | 0.31% | |
| GM | C | 0.16% | 1.9% | 0.16% | |
| GOOGL | D | 2.69% | 7.86% | 2.69% | |
| HPE | D | 0.06% | 0.38% | 0.06% | |
| HPQ | D | 0.08% | 0.29% | 0.08% | |
| INCY | C | 0.03% | 0.33% | 0.03% | |
| INTC | F | 0.24% | 2.04% | 0.24% | |
| KLAC | D | 0.29% | 0.23% | 0.23% | |
| LLY | C | 2.21% | 2.03% | 2.03% | |
| LRCX | F | 0.29% | 0.26% | 0.26% | |
| MDT | C | 0.35% | 0.6% | 0.35% | |
| MRK | D | 0.86% | 4.46% | 0.86% | |
| MRNA | F | 0.07% | 0.43% | 0.07% | |
| MSFT | C | 9.39% | 5.35% | 5.35% | |
| MU | F | 0.29% | 0.4% | 0.29% | |
| NVDA | D | 8.67% | 1.77% | 1.77% | |
| PFE | C | 0.49% | 2.21% | 0.49% | |
| PG | C | 1.21% | 0.41% | 0.41% | |
| PYPL | B | 0.22% | 0.68% | 0.22% | |
| QCOM | D | 0.55% | 1.36% | 0.55% | |
| REGN | C | 0.37% | 0.9% | 0.37% | |
| SYK | C | 0.37% | 0.28% | 0.28% | |
| TSLA | C | 1.89% | 1.08% | 1.08% | |
| UBER | C | 0.42% | 0.65% | 0.42% | |
| WDC | D | 0.06% | 0.31% | 0.06% |
EFIV Overweight 265 Positions Relative to LRND
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOG | D | 2.25% | |
| JPM | D | 1.75% | |
| UNH | C | 1.6% | |
| XOM | C | 1.48% | |
| V | C | 1.33% | |
| MA | B | 1.2% | |
| COST | B | 1.2% | |
| HD | B | 1.1% | |
| WMT | C | 1.01% | |
| KO | C | 0.82% | |
| BAC | D | 0.78% | |
| PEP | C | 0.72% | |
| CVX | D | 0.71% | |
| LIN | B | 0.66% | |
| MCD | B | 0.62% | |
| NEE | C | 0.51% | |
| SPGI | B | 0.49% | |
| DIS | D | 0.48% | |
| CMCSA | D | 0.46% | |
| T | C | 0.46% | |
| UNP | C | 0.45% | |
| GS | C | 0.45% | |
| LOW | B | 0.43% | |
| AXP | B | 0.43% | |
| TJX | B | 0.39% | |
| ELV | C | 0.38% | |
| BLK | B | 0.37% | |
| PLD | C | 0.36% | |
| MS | D | 0.36% | |
| ETN | C | 0.36% | |
| CB | B | 0.35% | |
| MMC | C | 0.34% | |
| ADP | B | 0.34% | |
| AMT | C | 0.33% | |
| SBUX | C | 0.33% | |
| C | C | 0.32% | |
| TMUS | C | 0.31% | |
| CI | C | 0.3% | |
| MDLZ | B | 0.29% | |
| UPS | D | 0.28% | |
| NKE | D | 0.28% | |
| SCHW | D | 0.27% | |
| ICE | C | 0.27% | |
| CL | D | 0.26% | |
| ZTS | C | 0.26% | |
| SHW | B | 0.26% | |
| EQIX | C | 0.25% | |
| TT | B | 0.24% | |
| WM | D | 0.23% | |
| WELL | C | 0.23% | |
| CMG | C | 0.23% | |
| CME | C | 0.23% | |
| PH | B | 0.22% | |
| MCO | B | 0.22% | |
| AON | B | 0.22% | |
| PNC | B | 0.21% | |
| CTAS | B | 0.21% | |
| CVS | D | 0.21% | |
| ITW | C | 0.2% | |
| USB | B | 0.2% | |
| TGT | C | 0.2% | |
| CARR | B | 0.19% | |
| ECL | B | 0.19% | |
| AJG | D | 0.19% | |
| CSX | D | 0.19% | |
| FCX | D | 0.18% | |
| NEM | B | 0.18% | |
| APD | B | 0.18% | |
| DHI | B | 0.17% | |
| AFL | C | 0.17% | |
| MPC | F | 0.17% | |
| MAR | C | 0.17% | |
| SLB | F | 0.17% | |
| PSA | B | 0.17% | |
| NSC | C | 0.17% | |
| EMR | D | 0.17% | |
| COF | B | 0.16% | |
| OKE | B | 0.16% | |
| TRV | C | 0.16% | |
| PSX | F | 0.16% | |
| HLT | B | 0.16% | |
| WMB | B | 0.16% | |
| TFC | C | 0.16% | |
| PCAR | D | 0.15% | |
| ROST | C | 0.15% | |
| SRE | C | 0.15% | |
| BK | B | 0.15% | |
| DLR | B | 0.15% | |
| MET | B | 0.14% | |
| FIS | B | 0.14% | |
| JCI | B | 0.14% | |
| URI | B | 0.14% | |
| AIG | D | 0.14% | |
| ALL | B | 0.14% | |
| PAYX | C | 0.13% | |
| AMP | A | 0.13% | |
| TEL | D | 0.13% | |
| GWW | B | 0.13% | |
| MSCI | C | 0.13% | |
| VLO | F | 0.13% | |
| PWR | B | 0.12% | |
| HUM | F | 0.12% | |
| RCL | B | 0.12% | |
| CNC | D | 0.12% | |
| A | C | 0.12% | |
| EXC | C | 0.12% | |
| KMI | B | 0.12% | |
| IDXX | C | 0.12% | |
| GIS | B | 0.12% | |
| PRU | C | 0.12% | |
| ACGL | C | 0.12% | |
| PEG | B | 0.12% | |
| RSG | D | 0.12% | |
| ED | C | 0.11% | |
| CBRE | A | 0.11% | |
| IR | C | 0.11% | |
| RMD | C | 0.11% | |
| KR | C | 0.11% | |
| OTIS | C | 0.11% | |
| EXR | B | 0.11% | |
| YUM | D | 0.11% | |
| SYY | D | 0.11% | |
| AME | C | 0.11% | |
| KDP | B | 0.11% | |
| VRSK | D | 0.11% | |
| EIX | C | 0.1% | |
| TRGP | B | 0.1% | |
| AVB | B | 0.1% | |
| BKR | C | 0.1% | |
| IRM | C | 0.1% | |
| OXY | F | 0.1% | |
| HIG | B | 0.1% | |
| HES | F | 0.1% | |
| DOW | D | 0.1% | |
| PPG | D | 0.09% | |
| HSY | C | 0.09% | |
| WTW | C | 0.09% | |
| WAB | B | 0.09% | |
| ON | D | 0.09% | |
| TSCO | C | 0.09% | |
| NDAQ | A | 0.09% | |
| ROK | D | 0.09% | |
| LULU | D | 0.09% | |
| FANG | D | 0.09% | |
| ADM | D | 0.09% | |
| MTD | D | 0.09% | |
| CSGP | D | 0.09% | |
| XYL | C | 0.09% | |
| DFS | B | 0.09% | |
| FTV | C | 0.08% | |
| SBAC | C | 0.08% | |
| DOV | B | 0.08% | |
| VTR | C | 0.08% | |
| IFF | B | 0.08% | |
| ETR | B | 0.08% | |
| EQR | B | 0.08% | |
| AXON | B | 0.08% | |
| CAH | C | 0.08% | |
| MTB | B | 0.08% | |
| FITB | B | 0.08% | |
| KHC | C | 0.08% | |
| PHM | B | 0.08% | |
| GPN | D | 0.08% | |
| DAL | C | 0.08% | |
| AWK | B | 0.08% | |
| CPAY | B | 0.07% | |
| WY | C | 0.07% | |
| SW | B | 0.07% | |
| TROW | D | 0.07% | |
| ES | C | 0.07% | |
| TTWO | C | 0.07% | |
| LYB | D | 0.07% | |
| DECK | C | 0.07% | |
| STT | A | 0.07% | |
| HAL | F | 0.07% | |
| BR | D | 0.07% | |
| DVN | F | 0.07% | |
| WAT | C | 0.06% | |
| SYF | C | 0.06% | |
| HOLX | B | 0.06% | |
| BBY | C | 0.06% | |
| ARE | C | 0.06% | |
| GPC | D | 0.06% | |
| OMC | B | 0.06% | |
| EL | F | 0.06% | |
| EQT | D | 0.06% | |
| BAX | C | 0.06% | |
| RF | B | 0.06% | |
| BALL | C | 0.06% | |
| HBAN | B | 0.06% | |
| MKC | C | 0.06% | |
| HUBB | B | 0.06% | |
| K | B | 0.06% | |
| ZBH | F | 0.06% | |
| RJF | C | 0.06% | |
| CBOE | C | 0.06% | |
| AMCR | B | 0.05% | |
| KIM | C | 0.05% | |
| DOC | C | 0.05% | |
| DGX | B | 0.05% | |
| EG | C | 0.05% | |
| CCL | C | 0.05% | |
| AVY | C | 0.05% | |
| FDS | C | 0.05% | |
| MAS | B | 0.05% | |
| TSN | C | 0.05% | |
| PFG | B | 0.05% | |
| NTRS | A | 0.05% | |
| ULTA | D | 0.05% | |
| CFG | C | 0.05% | |
| KMX | D | 0.04% | |
| HST | C | 0.04% | |
| ALLE | B | 0.04% | |
| SJM | C | 0.04% | |
| REG | C | 0.04% | |
| JKHY | B | 0.04% | |
| JBHT | D | 0.04% | |
| POOL | C | 0.04% | |
| UDR | C | 0.04% | |
| CF | C | 0.04% | |
| LVS | D | 0.04% | |
| AKAM | D | 0.04% | |
| IEX | D | 0.04% | |
| SWK | B | 0.04% | |
| KEY | B | 0.04% | |
| CAG | C | 0.04% | |
| PNR | B | 0.04% | |
| FRT | C | 0.03% | |
| GL | C | 0.03% | |
| HAS | B | 0.03% | |
| DAY | D | 0.03% | |
| HRL | C | 0.03% | |
| LW | D | 0.03% | |
| TPR | C | 0.03% | |
| MGM | F | 0.03% | |
| NWSA | D | 0.03% | |
| CPB | C | 0.03% | |
| CRL | F | 0.03% | |
| TAP | D | 0.03% | |
| AIZ | B | 0.03% | |
| MKTX | C | 0.03% | |
| ALB | D | 0.03% | |
| LKQ | F | 0.03% | |
| TFX | C | 0.03% | |
| BXP | B | 0.03% | |
| IPG | C | 0.03% | |
| CHRW | B | 0.03% | |
| BEN | F | 0.02% | |
| BBWI | F | 0.02% | |
| ETSY | F | 0.02% | |
| WBA | F | 0.02% | |
| BIO | C | 0.02% | |
| AAL | D | 0.02% | |
| IVZ | B | 0.02% | |
| WYNN | D | 0.02% | |
| RL | C | 0.02% | |
| BWA | D | 0.02% | |
| MHK | C | 0.02% | |
| FMC | C | 0.02% | |
| CZR | C | 0.02% | |
| NCLH | C | 0.02% | |
| MOS | F | 0.02% | |
| DVA | B | 0.02% | |
| NWS | D | 0.01% | |
| PARA | F | 0.01% |
EFIV Underweight 48 Positions Relative to LRND
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -8.48% | |
| META | B | -6.45% | |
| JNJ | C | -3.37% | |
| ORCL | C | -2.02% | |
| IBM | B | -1.71% | |
| AVGO | C | -1.49% | |
| F | F | -1.47% | |
| VRTX | D | -0.7% | |
| RTX | C | -0.64% | |
| BA | F | -0.62% | |
| WDAY | D | -0.57% | |
| INTU | C | -0.56% | |
| SQ | D | -0.56% | |
| NFLX | B | -0.54% | |
| NOW | B | -0.52% | |
| RIVN | F | -0.48% | |
| MMM | B | -0.46% | |
| DELL | D | -0.44% | |
| TEAM | D | -0.41% | |
| MRVL | C | -0.39% | |
| TXN | C | -0.38% | |
| PANW | D | -0.37% | |
| SPOT | B | -0.36% | |
| LMT | C | -0.36% | |
| RBLX | B | -0.34% | |
| ALNY | C | -0.33% | |
| SNPS | D | -0.33% | |
| ADI | C | -0.31% | |
| LCID | C | -0.31% | |
| ILMN | C | -0.31% | |
| ABNB | D | -0.28% | |
| TMO | B | -0.28% | |
| NOC | B | -0.28% | |
| GEHC | C | -0.27% | |
| HON | D | -0.27% | |
| U | D | -0.26% | |
| CDNS | D | -0.25% | |
| JNPR | B | -0.25% | |
| SNOW | F | -0.25% | |
| DASH | C | -0.24% | |
| EXEL | C | -0.24% | |
| ISRG | B | -0.23% | |
| GLW | C | -0.22% | |
| CNH | D | -0.21% | |
| NTAP | D | -0.19% | |
| MCHP | F | -0.18% | |
| DDOG | D | -0.18% | |
| PINS | F | -0.14% |
EFIV: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Business Services
Banks - Regional - US
Capital Markets
Packaged Foods
Asset Management
Diagnostics & Research
Drug Manufacturers - Major
Credit Services
Specialty Chemicals
Health Care Plans
Leisure
Medical Devices
Software - Application
Specialty Retail
Insurance - Life
Medical Instruments & Supplies
Oil & Gas E&P
Semiconductors
Agricultural Inputs
LRND: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Semiconductors
Biotechnology
Auto Manufacturers
Medical Devices
Aerospace & Defense
Internet Content & Information
Communication Equipment
Diagnostics & Research
Diversified Industrials
Farm & Construction Equipment
Semiconductor Equipment & Materials
Computer Systems
Data Storage
Information Technology Services
Internet Content & Information
Medical Instruments & Supplies
Software - Infrastructure
Specialty Retail
Compare ETFs
