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      EQAL vs. CFA ETF Comparison

      Comparison of PowerShares Russell 1000 Equal Weight Portfolio (EQAL) to Compass EMP US 500 Volatility Weighted Index ETF (CFA)
      EQAL

      PowerShares Russell 1000 Equal Weight Portfolio

      EQAL Description

      The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell 1000® Equal Weight Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, Frank Russell Company (the "Index Provider") compiles and maintains the underlying index, which is composed of all of the securities in the Russell 1000® Index (the "Russell 1000") "equally weighted."

      Grade (RS Rating)

      Last Trade

      $50.87

      Average Daily Volume

      21,601

      Number of Holdings *

      968

      * may have additional holdings in another (foreign) market
      CFA

      Compass EMP US 500 Volatility Weighted Index ETF

      CFA Description The investment seeks to provide investment results that match the performance of the CEMP U.S. Large Cap 500 Volatility Weighted Index before fees and expenses. The index is an unmanaged index that was created by the fund's investment advisor and generally consists of the common stock of the 500 largest companies by market capitalization that have their headquarters in the U.S. and the stock of which trades on U.S. exchanges. Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in securities of U.S. issuers included in the index as of its most recent reconstitution.

      Grade (RS Rating)

      Last Trade

      $89.48

      Average Daily Volume

      9,726

      Number of Holdings *

      495

      * may have additional holdings in another (foreign) market
      Performance
      Period EQAL CFA
      30 Days 3.94% 3.34%
      60 Days 5.97% 5.30%
      90 Days 7.66% 7.24%
      12 Months 27.37% 28.42%
      490 Overlapping Holdings
      Symbol Grade Weight in EQAL Weight in CFA Overlap
      A D 0.07% 0.16% 0.07%
      AAPL C 0.06% 0.2% 0.06%
      ABBV F 0.07% 0.2% 0.07%
      ABNB C 0.06% 0.16% 0.06%
      ABT B 0.08% 0.27% 0.08%
      ACGL C 0.06% 0.2% 0.06%
      ACM B 0.05% 0.23% 0.05%
      ACN B 0.05% 0.2% 0.05%
      ADBE C 0.06% 0.11% 0.06%
      ADI D 0.06% 0.13% 0.06%
      ADM D 0.14% 0.11% 0.11%
      ADP A 0.05% 0.35% 0.05%
      ADSK A 0.07% 0.2% 0.07%
      AEE A 0.21% 0.26% 0.21%
      AEP C 0.18% 0.23% 0.18%
      AES F 0.15% 0.1% 0.1%
      AFG A 0.06% 0.26% 0.06%
      AFL B 0.06% 0.23% 0.06%
      AIG B 0.07% 0.23% 0.07%
      AJG A 0.07% 0.25% 0.07%
      AKAM D 0.06% 0.15% 0.06%
      ALGN D 0.08% 0.12% 0.08%
      ALL A 0.06% 0.24% 0.06%
      ALLE C 0.05% 0.21% 0.05%
      ALLY C 0.07% 0.12% 0.07%
      AMAT F 0.06% 0.1% 0.06%
      AMD F 0.06% 0.09% 0.06%
      AME A 0.05% 0.25% 0.05%
      AMGN F 0.07% 0.15% 0.07%
      AMP A 0.08% 0.32% 0.08%
      AMZN C 0.05% 0.2% 0.05%
      ANET C 0.54% 0.12% 0.12%
      AON A 0.07% 0.23% 0.07%
      AOS F 0.04% 0.17% 0.04%
      APD A 0.27% 0.19% 0.19%
      APH A 0.07% 0.2% 0.07%
      APO B 0.09% 0.22% 0.09%
      APP B 0.16% 0.25% 0.16%
      APTV F 0.04% 0.09% 0.04%
      ARES A 0.07% 0.2% 0.07%
      ATO A 0.21% 0.35% 0.21%
      AVGO D 0.06% 0.1% 0.06%
      AVTR F 0.06% 0.11% 0.06%
      AVY F 0.22% 0.25% 0.22%
      AWK C 0.18% 0.22% 0.18%
      AXON A 0.07% 0.22% 0.07%
      AXP A 0.05% 0.23% 0.05%
      AZO C 0.05% 0.22% 0.05%
      BAC A 0.07% 0.24% 0.07%
      BAH F 0.04% 0.15% 0.04%
      BBY D 0.05% 0.12% 0.05%
      BDX F 0.08% 0.24% 0.08%
      BG D 0.14% 0.17% 0.14%
      BIIB F 0.07% 0.13% 0.07%
      BK A 0.07% 0.31% 0.07%
      BKNG A 0.07% 0.22% 0.07%
      BKR A 0.26% 0.23% 0.23%
      BLD D 0.04% 0.1% 0.04%
      BLDR D 0.05% 0.1% 0.05%
      BLK B 0.07% 0.29% 0.07%
      BMRN F 0.06% 0.12% 0.06%
      BR A 0.07% 0.26% 0.07%
      BRK.A B 0.07% 0.35% 0.07%
      BRO B 0.07% 0.26% 0.07%
      BSX A 0.09% 0.3% 0.09%
      BSY F 0.06% 0.14% 0.06%
      BURL B 0.05% 0.13% 0.05%
      BX A 0.08% 0.2% 0.08%
      C A 0.07% 0.21% 0.07%
      CAG F 0.14% 0.19% 0.14%
      CAH B 0.09% 0.23% 0.09%
      CARR C 0.04% 0.16% 0.04%
      CASY A 0.16% 0.18% 0.16%
      CAT B 0.05% 0.2% 0.05%
      CB C 0.06% 0.28% 0.06%
      CBOE C 0.06% 0.23% 0.06%
      CBRE B 0.15% 0.19% 0.15%
      CDNS B 0.07% 0.16% 0.07%
      CDW F 0.05% 0.15% 0.05%
      CE F 0.15% 0.1% 0.1%
      CEG C 0.23% 0.12% 0.12%
      CF A 0.26% 0.18% 0.18%
      CFG B 0.07% 0.17% 0.07%
      CHD A 0.16% 0.32% 0.16%
      CHRW B 0.05% 0.15% 0.05%
      CHTR C 0.58% 0.13% 0.13%
      CI D 0.07% 0.22% 0.07%
      CINF A 0.07% 0.25% 0.07%
      CL D 0.14% 0.29% 0.14%
      CLH C 0.21% 0.19% 0.19%
      CLX A 0.16% 0.23% 0.16%
      CMCSA B 0.56% 0.24% 0.24%
      CME B 0.07% 0.28% 0.07%
      CMG B 0.05% 0.17% 0.05%
      CMI A 0.06% 0.23% 0.06%
      CMS C 0.19% 0.27% 0.19%
      CNC D 0.06% 0.14% 0.06%
      CNP A 0.21% 0.25% 0.21%
      COF C 0.06% 0.23% 0.06%
      COIN C 0.11% 0.11% 0.11%
      COKE C 0.15% 0.12% 0.12%
      COP C 0.22% 0.24% 0.22%
      COR B 0.16% 0.28% 0.16%
      COST A 0.05% 0.24% 0.05%
      CPAY A 0.05% 0.21% 0.05%
      CPB D 0.14% 0.2% 0.14%
      CPNG D 0.06% 0.14% 0.06%
      CPRT B 0.06% 0.27% 0.06%
      CRBG B 0.07% 0.17% 0.07%
      CRM B 0.08% 0.17% 0.08%
      CRWD B 0.08% 0.12% 0.08%
      CSCO B 0.58% 0.29% 0.29%
      CSGP D 0.13% 0.16% 0.13%
      CSL C 0.05% 0.19% 0.05%
      CSX C 0.05% 0.28% 0.05%
      CTAS B 0.05% 0.26% 0.05%
      CTRA B 0.22% 0.23% 0.22%
      CTSH B 0.07% 0.23% 0.07%
      CTVA C 0.16% 0.15% 0.15%
      CVNA B 0.09% 0.09% 0.09%
      CVS D 0.15% 0.14% 0.14%
      CVX A 0.23% 0.27% 0.23%
      CW C 0.06% 0.26% 0.06%
      D C 0.19% 0.21% 0.19%
      DAL B 0.07% 0.22% 0.07%
      DD C 0.04% 0.17% 0.04%
      DDOG A 0.07% 0.14% 0.07%
      DE B 0.04% 0.21% 0.04%
      DECK A 0.06% 0.13% 0.06%
      DELL B 0.07% 0.09% 0.07%
      DG F 0.05% 0.09% 0.05%
      DGX A 0.08% 0.24% 0.08%
      DHI F 0.04% 0.12% 0.04%
      DHR F 0.07% 0.18% 0.07%
      DIS B 0.06% 0.22% 0.06%
      DKS D 0.05% 0.1% 0.05%
      DOCU B 0.09% 0.17% 0.09%
      DOV A 0.05% 0.25% 0.05%
      DOW F 0.04% 0.2% 0.04%
      DPZ C 0.05% 0.17% 0.05%
      DRI B 0.05% 0.23% 0.05%
      DT D 0.06% 0.15% 0.06%
      DTE C 0.19% 0.24% 0.19%
      DUK C 0.19% 0.3% 0.19%
      DVA C 0.08% 0.18% 0.08%
      DVN F 0.19% 0.17% 0.17%
      DXCM C 0.09% 0.08% 0.08%
      EA A 0.06% 0.29% 0.06%
      EBAY D 0.05% 0.2% 0.05%
      ECL D 0.23% 0.23% 0.23%
      ED C 0.18% 0.26% 0.18%
      EFX F 0.04% 0.13% 0.04%
      EG C 0.06% 0.19% 0.06%
      EIX B 0.19% 0.24% 0.19%
      EL F 0.04% 0.09% 0.04%
      ELV F 0.06% 0.17% 0.06%
      EME A 0.06% 0.2% 0.06%
      EMN C 0.24% 0.22% 0.22%
      EMR B 0.06% 0.23% 0.06%
      ENPH F 0.12% 0.04% 0.04%
      ENTG D 0.06% 0.1% 0.06%
      EOG A 0.23% 0.23% 0.23%
      EPAM B 0.08% 0.12% 0.08%
      EQH C 0.07% 0.23% 0.07%
      EQT B 0.26% 0.2% 0.2%
      ETN A 0.05% 0.19% 0.05%
      ETR B 0.23% 0.32% 0.23%
      EVRG A 0.21% 0.29% 0.21%
      EW C 0.08% 0.1% 0.08%
      EWBC A 0.09% 0.21% 0.09%
      EXC C 0.19% 0.22% 0.19%
      EXPD C 0.05% 0.22% 0.05%
      EXPE B 0.07% 0.15% 0.07%
      F C 0.05% 0.12% 0.05%
      FANG C 0.21% 0.17% 0.17%
      FAST B 0.28% 0.26% 0.26%
      FCNCA A 0.07% 0.17% 0.07%
      FCX F 0.24% 0.13% 0.13%
      FDS B 0.07% 0.25% 0.07%
      FDX B 0.05% 0.15% 0.05%
      FE C 0.18% 0.27% 0.18%
      FFIV B 0.07% 0.21% 0.07%
      FI A 0.05% 0.34% 0.05%
      FICO B 0.06% 0.2% 0.06%
      FIS C 0.05% 0.22% 0.05%
      FITB B 0.07% 0.19% 0.07%
      FIX A 0.06% 0.14% 0.06%
      FND D 0.05% 0.11% 0.05%
      FNF B 0.06% 0.2% 0.06%
      FOXA A 0.07% 0.25% 0.07%
      FSLR F 0.16% 0.08% 0.08%
      FTNT C 0.08% 0.14% 0.08%
      FTV C 0.04% 0.21% 0.04%
      GD D 0.04% 0.29% 0.04%
      GDDY A 0.08% 0.24% 0.08%
      GE D 0.05% 0.17% 0.05%
      GEHC D 0.08% 0.15% 0.08%
      GEN B 0.07% 0.17% 0.07%
      GEV B 0.07% 0.15% 0.07%
      GGG B 0.05% 0.27% 0.05%
      GILD C 0.09% 0.21% 0.09%
      GIS D 0.14% 0.21% 0.14%
      GLW B 0.07% 0.19% 0.07%
      GM C 0.06% 0.19% 0.06%
      GOOGL C 0.07% 0.19% 0.07%
      GPC D 0.05% 0.17% 0.05%
      GPN B 0.05% 0.17% 0.05%
      GRMN B 0.06% 0.21% 0.06%
      GS A 0.08% 0.24% 0.08%
      GWW B 0.05% 0.27% 0.05%
      H B 0.06% 0.18% 0.06%
      HAL C 0.21% 0.18% 0.18%
      HBAN A 0.08% 0.21% 0.08%
      HCA F 0.07% 0.17% 0.07%
      HD B 0.06% 0.25% 0.06%
      HEI A 0.05% 0.24% 0.05%
      HIG B 0.07% 0.25% 0.07%
      HII F 0.03% 0.15% 0.03%
      HLT A 0.06% 0.29% 0.06%
      HOLX D 0.08% 0.29% 0.08%
      HON C 0.05% 0.33% 0.05%
      HOOD B 0.09% 0.14% 0.09%
      HPE B 0.08% 0.15% 0.08%
      HPQ B 0.07% 0.15% 0.07%
      HRL D 0.15% 0.15% 0.15%
      HSY F 0.14% 0.19% 0.14%
      HUBB B 0.05% 0.18% 0.05%
      HUM C 0.07% 0.1% 0.07%
      HWM A 0.05% 0.16% 0.05%
      IBKR A 0.09% 0.28% 0.09%
      IBM C 0.06% 0.21% 0.06%
      ICE C 0.06% 0.3% 0.06%
      IDXX F 0.07% 0.16% 0.07%
      IEX C 0.05% 0.27% 0.05%
      INCY C 0.1% 0.22% 0.1%
      INTC C 0.08% 0.1% 0.08%
      INTU B 0.07% 0.18% 0.07%
      IP A 0.28% 0.19% 0.19%
      IPG D 0.05% 0.19% 0.05%
      IQV F 0.07% 0.12% 0.07%
      IR B 0.05% 0.2% 0.05%
      ISRG A 0.09% 0.19% 0.09%
      IT C 0.07% 0.21% 0.07%
      ITT A 0.05% 0.2% 0.05%
      ITW B 0.05% 0.33% 0.05%
      J D 0.05% 0.23% 0.05%
      JBHT C 0.05% 0.18% 0.05%
      JBL C 0.08% 0.13% 0.08%
      JCI B 0.05% 0.21% 0.05%
      JEF A 0.08% 0.24% 0.08%
      JKHY D 0.04% 0.25% 0.04%
      JLL D 0.14% 0.15% 0.14%
      JNJ C 0.07% 0.28% 0.07%
      JPM A 0.07% 0.26% 0.07%
      KDP F 0.14% 0.24% 0.14%
      KEY B 0.07% 0.16% 0.07%
      KEYS A 0.05% 0.14% 0.05%
      KHC F 0.15% 0.2% 0.15%
      KKR A 0.08% 0.18% 0.08%
      KLAC F 0.05% 0.09% 0.05%
      KMB C 0.15% 0.23% 0.15%
      KMI A 0.26% 0.37% 0.26%
      KMX B 0.05% 0.12% 0.05%
      KNSL B 0.06% 0.1% 0.06%
      KO D 0.14% 0.33% 0.14%
      KR B 0.17% 0.24% 0.17%
      KVUE A 0.16% 0.18% 0.16%
      L A 0.06% 0.33% 0.06%
      LDOS C 0.07% 0.26% 0.07%
      LEN D 0.05% 0.14% 0.05%
      LH B 0.09% 0.22% 0.09%
      LHX C 0.05% 0.28% 0.05%
      LII A 0.05% 0.18% 0.05%
      LIN C 0.23% 0.3% 0.23%
      LLY F 0.07% 0.12% 0.07%
      LMT D 0.04% 0.3% 0.04%
      LNG A 0.23% 0.3% 0.23%
      LNT A 0.2% 0.27% 0.2%
      LOW C 0.06% 0.22% 0.06%
      LPLA A 0.09% 0.21% 0.09%
      LRCX F 0.06% 0.1% 0.06%
      LUV C 0.06% 0.13% 0.06%
      LVS B 0.06% 0.21% 0.06%
      LYB F 0.21% 0.22% 0.21%
      LYV A 0.07% 0.23% 0.07%
      MA B 0.05% 0.32% 0.05%
      MANH D 0.06% 0.15% 0.06%
      MAR A 0.06% 0.27% 0.06%
      MAS D 0.05% 0.17% 0.05%
      MCD D 0.05% 0.26% 0.05%
      MCHP F 0.05% 0.1% 0.05%
      MCK A 0.19% 0.24% 0.19%
      MCO B 0.06% 0.23% 0.06%
      MDLZ F 0.14% 0.24% 0.14%
      MDT D 0.08% 0.25% 0.08%
      MET A 0.07% 0.26% 0.07%
      META D 0.07% 0.13% 0.07%
      MGM D 0.05% 0.14% 0.05%
      MKC C 0.14% 0.18% 0.14%
      MKL A 0.07% 0.25% 0.07%
      MLM C 0.05% 0.22% 0.05%
      MMC B 0.06% 0.3% 0.06%
      MMM D 0.05% 0.12% 0.05%
      MNST C 0.18% 0.23% 0.18%
      MO A 0.17% 0.27% 0.17%
      MOH F 0.07% 0.13% 0.07%
      MORN B 0.07% 0.23% 0.07%
      MPC D 0.19% 0.15% 0.15%
      MPWR F 0.04% 0.06% 0.04%
      MRK D 0.07% 0.18% 0.07%
      MS A 0.09% 0.26% 0.09%
      MSCI C 0.07% 0.16% 0.07%
      MSFT D 0.06% 0.24% 0.06%
      MSI B 0.56% 0.31% 0.31%
      MTB A 0.08% 0.22% 0.08%
      MTD F 0.04% 0.11% 0.04%
      NBIX C 0.08% 0.12% 0.08%
      NDAQ A 0.07% 0.26% 0.07%
      NDSN B 0.05% 0.21% 0.05%
      NEE C 0.18% 0.17% 0.17%
      NFLX A 0.06% 0.19% 0.06%
      NI A 0.21% 0.32% 0.21%
      NKE F 0.05% 0.12% 0.05%
      NOC D 0.04% 0.23% 0.04%
      NOW A 0.07% 0.15% 0.07%
      NRG B 0.23% 0.15% 0.15%
      NSC B 0.05% 0.18% 0.05%
      NTAP C 0.06% 0.14% 0.06%
      NTRS A 0.08% 0.24% 0.08%
      NUE C 0.25% 0.17% 0.17%
      NVDA B 0.08% 0.1% 0.08%
      NVR D 0.05% 0.19% 0.05%
      NWSA A 0.06% 0.22% 0.06%
      OC A 0.05% 0.18% 0.05%
      ODFL C 0.05% 0.17% 0.05%
      OKE A 0.24% 0.32% 0.24%
      OMC C 0.06% 0.22% 0.06%
      ON D 0.06% 0.08% 0.06%
      ORCL A 0.07% 0.2% 0.07%
      ORLY B 0.05% 0.26% 0.05%
      OTIS C 0.05% 0.28% 0.05%
      OVV B 0.23% 0.18% 0.18%
      OWL A 0.08% 0.2% 0.08%
      OXY D 0.2% 0.2% 0.2%
      PAG B 0.06% 0.17% 0.06%
      PANW B 0.07% 0.11% 0.07%
      PAYX B 0.05% 0.27% 0.05%
      PCAR B 0.05% 0.22% 0.05%
      PCG A 0.21% 0.27% 0.21%
      PEG A 0.21% 0.3% 0.21%
      PEP F 0.15% 0.25% 0.15%
      PFG D 0.06% 0.26% 0.06%
      PFGC B 0.18% 0.21% 0.18%
      PG C 0.15% 0.31% 0.15%
      PGR A 0.06% 0.23% 0.06%
      PH A 0.05% 0.2% 0.05%
      PHM D 0.05% 0.15% 0.05%
      PINS F 0.06% 0.1% 0.06%
      PKG A 0.05% 0.29% 0.05%
      PLTR B 0.1% 0.15% 0.1%
      PM B 0.16% 0.31% 0.16%
      PNC B 0.07% 0.21% 0.07%
      PODD C 0.09% 0.15% 0.09%
      POOL C 0.05% 0.15% 0.05%
      PPG F 0.05% 0.26% 0.05%
      PPL A 0.2% 0.31% 0.2%
      PR B 0.23% 0.17% 0.17%
      PRU A 0.07% 0.22% 0.07%
      PSTG D 0.06% 0.09% 0.06%
      PSX C 0.2% 0.18% 0.18%
      PTC B 0.07% 0.24% 0.07%
      PWR A 0.06% 0.17% 0.06%
      PYPL B 0.06% 0.16% 0.06%
      QCOM F 0.06% 0.11% 0.06%
      RCL A 0.08% 0.19% 0.08%
      REGN F 0.05% 0.18% 0.05%
      RF A 0.07% 0.2% 0.07%
      RGA A 0.06% 0.22% 0.06%
      RJF A 0.08% 0.3% 0.08%
      RKT F 0.04% 0.06% 0.04%
      RMD C 0.07% 0.11% 0.07%
      RNR C 0.06% 0.22% 0.06%
      ROK C 0.05% 0.14% 0.05%
      ROL B 0.05% 0.22% 0.05%
      ROP B 0.06% 0.26% 0.06%
      ROST D 0.05% 0.22% 0.05%
      RPM A 0.05% 0.26% 0.05%
      RS B 0.27% 0.19% 0.19%
      RSG A 0.2% 0.34% 0.2%
      RTX D 0.05% 0.26% 0.05%
      RVTY F 0.08% 0.14% 0.08%
      RYAN A 0.07% 0.18% 0.07%
      SBUX A 0.05% 0.12% 0.05%
      SCHW B 0.08% 0.22% 0.08%
      SCI B 0.06% 0.25% 0.06%
      SHW B 0.05% 0.23% 0.05%
      SJM D 0.15% 0.2% 0.15%
      SLB C 0.22% 0.18% 0.18%
      SMCI F 0.02% 0.02% 0.02%
      SNA A 0.06% 0.26% 0.06%
      SNPS B 0.07% 0.14% 0.07%
      SO C 0.19% 0.28% 0.19%
      SOLV D 0.08% 0.13% 0.08%
      SPGI C 0.06% 0.29% 0.06%
      SQ A 0.06% 0.13% 0.06%
      SRE A 0.22% 0.3% 0.22%
      SRPT F 0.07% 0.07% 0.07%
      SSNC B 0.06% 0.25% 0.06%
      STE D 0.07% 0.2% 0.07%
      STLD B 0.29% 0.2% 0.2%
      STT B 0.07% 0.24% 0.07%
      STZ D 0.15% 0.24% 0.15%
      SWKS F 0.05% 0.1% 0.05%
      SYF B 0.06% 0.2% 0.06%
      SYK B 0.08% 0.26% 0.08%
      SYY D 0.15% 0.23% 0.15%
      T A 0.51% 0.28% 0.28%
      TAP C 0.19% 0.23% 0.19%
      TDG D 0.04% 0.2% 0.04%
      TDY B 0.05% 0.22% 0.05%
      TECH F 0.08% 0.11% 0.08%
      TER F 0.05% 0.08% 0.05%
      TFX F 0.06% 0.14% 0.06%
      TGT F 0.05% 0.15% 0.05%
      THC D 0.08% 0.13% 0.08%
      TJX A 0.05% 0.27% 0.05%
      TMO F 0.07% 0.19% 0.07%
      TMUS B 0.59% 0.42% 0.42%
      TOL B 0.05% 0.13% 0.05%
      TPL A 0.34% 0.19% 0.19%
      TRGP A 0.26% 0.32% 0.26%
      TRMB B 0.05% 0.23% 0.05%
      TROW B 0.07% 0.22% 0.07%
      TRV B 0.07% 0.25% 0.07%
      TSCO D 0.05% 0.2% 0.05%
      TSLA B 0.07% 0.13% 0.07%
      TT A 0.05% 0.23% 0.05%
      TTD B 0.06% 0.12% 0.06%
      TTEK F 0.04% 0.17% 0.04%
      TW A 0.07% 0.24% 0.07%
      TXN C 0.06% 0.17% 0.06%
      TXRH B 0.06% 0.23% 0.06%
      TXT D 0.04% 0.19% 0.04%
      TYL B 0.06% 0.2% 0.06%
      UAL A 0.09% 0.22% 0.09%
      UBER F 0.05% 0.12% 0.05%
      UHAL D 0.05% 0.14% 0.05%
      UHS D 0.07% 0.15% 0.07%
      ULTA F 0.05% 0.14% 0.05%
      UNH B 0.08% 0.19% 0.08%
      UNP C 0.04% 0.25% 0.04%
      UPS C 0.05% 0.18% 0.05%
      URI C 0.05% 0.14% 0.05%
      USB A 0.07% 0.19% 0.07%
      USFD A 0.18% 0.22% 0.18%
      UTHR C 0.09% 0.16% 0.09%
      V A 0.05% 0.35% 0.05%
      VEEV C 0.08% 0.16% 0.08%
      VLO C 0.21% 0.16% 0.16%
      VLTO C 0.04% 0.2% 0.04%
      VMC B 0.05% 0.23% 0.05%
      VRSK A 0.05% 0.24% 0.05%
      VRSN C 0.07% 0.25% 0.07%
      VRT B 0.09% 0.13% 0.09%
      VST A 0.34% 0.16% 0.16%
      VZ C 0.46% 0.23% 0.23%
      WAB B 0.05% 0.26% 0.05%
      WAT C 0.09% 0.16% 0.09%
      WDAY B 0.07% 0.14% 0.07%
      WEC A 0.2% 0.26% 0.2%
      WFC A 0.09% 0.24% 0.09%
      WING D 0.04% 0.11% 0.04%
      WLK D 0.22% 0.15% 0.15%
      WM B 0.21% 0.27% 0.21%
      WMB A 0.24% 0.33% 0.24%
      WMS F 0.04% 0.11% 0.04%
      WMT A 0.05% 0.29% 0.05%
      WRB A 0.07% 0.22% 0.07%
      WSM C 0.05% 0.1% 0.05%
      WSO A 0.05% 0.19% 0.05%
      WST C 0.09% 0.13% 0.09%
      XEL A 0.21% 0.23% 0.21%
      XOM B 0.21% 0.26% 0.21%
      XPO B 0.06% 0.14% 0.06%
      XYL D 0.04% 0.21% 0.04%
      YUM D 0.05% 0.29% 0.05%
      ZBH C 0.08% 0.24% 0.08%
      ZBRA B 0.06% 0.15% 0.06%
      ZM C 0.08% 0.17% 0.08%
      ZTS D 0.07% 0.17% 0.07%
      EQAL Overweight 478 Positions Relative to CFA
      Symbol Grade Weight
      UI B 0.85%
      LITE B 0.78%
      LBRDK C 0.74%
      CIEN C 0.64%
      IRDM D 0.57%
      JNPR D 0.5%
      ROKU D 0.5%
      FYBR C 0.49%
      MP C 0.32%
      AA A 0.31%
      CC C 0.27%
      ALB B 0.27%
      RBC A 0.26%
      DTM A 0.26%
      ESI B 0.26%
      SMG C 0.26%
      MOS F 0.25%
      X B 0.25%
      OLN F 0.24%
      CLF F 0.24%
      SCCO F 0.24%
      AR B 0.23%
      RRC B 0.23%
      HXL F 0.23%
      NEU D 0.23%
      RGLD C 0.23%
      MTDR B 0.23%
      FTI A 0.23%
      ASH F 0.22%
      MRO B 0.22%
      IDA A 0.22%
      TKR D 0.22%
      HES B 0.22%
      OGE A 0.21%
      HUN F 0.21%
      FMC D 0.21%
      BRBR A 0.2%
      WTRG B 0.2%
      AGR A 0.2%
      LW C 0.2%
      NOV C 0.2%
      PNW A 0.2%
      NFG A 0.2%
      AM A 0.2%
      IFF D 0.2%
      DAR C 0.19%
      SAM C 0.19%
      APA D 0.19%
      DINO D 0.19%
      CWEN C 0.19%
      PPC C 0.19%
      UGI C 0.19%
      CIVI D 0.19%
      CHRD D 0.19%
      Z A 0.18%
      ES C 0.18%
      NEM D 0.18%
      WFRD D 0.18%
      NFE D 0.17%
      FRPT A 0.17%
      INGR C 0.17%
      GO C 0.17%
      WBA F 0.16%
      ACI C 0.16%
      K A 0.16%
      VNO C 0.16%
      TSN B 0.16%
      SPB C 0.16%
      SEG B 0.15%
      PK C 0.15%
      POST C 0.15%
      SPG A 0.15%
      HHH B 0.15%
      FLO D 0.15%
      DLR B 0.15%
      MSTR B 0.15%
      KRC B 0.15%
      REG A 0.14%
      ADC A 0.14%
      LAMR C 0.14%
      SEB F 0.14%
      REYN D 0.14%
      BXP C 0.14%
      HST C 0.14%
      EQIX A 0.14%
      WELL A 0.14%
      BRX A 0.14%
      KIM A 0.14%
      CUZ B 0.14%
      STAG D 0.13%
      EXR C 0.13%
      AMH C 0.13%
      PSA C 0.13%
      EGP D 0.13%
      INVH D 0.13%
      EPR C 0.13%
      VICI C 0.13%
      GLPI C 0.13%
      CELH F 0.13%
      FR D 0.13%
      RYN D 0.13%
      EQR C 0.13%
      DOC C 0.13%
      ELS C 0.13%
      MAA B 0.13%
      UDR B 0.13%
      IRM C 0.13%
      FRT B 0.13%
      ESS B 0.13%
      VTR B 0.13%
      CPT B 0.13%
      OHI C 0.13%
      WY F 0.13%
      HIW C 0.13%
      AVB B 0.13%
      REXR F 0.12%
      SUI C 0.12%
      CCI C 0.12%
      NNN C 0.12%
      PLD F 0.12%
      WPC C 0.12%
      NSA C 0.12%
      ARE F 0.12%
      CUBE C 0.12%
      O C 0.12%
      SBAC D 0.12%
      TWLO A 0.11%
      EXEL B 0.11%
      DOCS C 0.11%
      SOFI B 0.11%
      AMT C 0.11%
      MASI B 0.11%
      NTRA A 0.1%
      BMY B 0.1%
      DJT C 0.1%
      COLD D 0.1%
      MPW F 0.1%
      VTRS A 0.09%
      NCNO C 0.09%
      WBS A 0.09%
      FIVN C 0.09%
      BIO C 0.09%
      HUBS A 0.09%
      NVST B 0.09%
      ILMN C 0.09%
      CFLT B 0.09%
      EHC B 0.09%
      GMED A 0.09%
      TOST B 0.09%
      TEAM A 0.09%
      JAZZ B 0.09%
      PEN B 0.09%
      PINC B 0.09%
      ITCI C 0.09%
      TPG A 0.08%
      AGO B 0.08%
      NCLH B 0.08%
      S B 0.08%
      KD B 0.08%
      HSIC C 0.08%
      QGEN D 0.08%
      OMF A 0.08%
      CMA B 0.08%
      ROIV C 0.08%
      ZS B 0.08%
      PCOR B 0.08%
      MTSI B 0.08%
      BHF C 0.08%
      MEDP D 0.08%
      CAR C 0.08%
      RNG C 0.08%
      ELAN D 0.08%
      VRTX D 0.08%
      FTRE D 0.08%
      BILL A 0.08%
      CERT F 0.08%
      ALNY D 0.08%
      SNV C 0.08%
      LYFT C 0.08%
      EVR B 0.08%
      JHG B 0.08%
      PRGO C 0.08%
      CHE D 0.08%
      RGEN D 0.08%
      DFS B 0.08%
      DAY B 0.08%
      RCM A 0.08%
      CRL D 0.08%
      FHN A 0.08%
      PEGA B 0.08%
      CG B 0.08%
      CTLT C 0.08%
      COLB B 0.08%
      DASH B 0.08%
      UNM A 0.08%
      WTFC A 0.08%
      COHR B 0.08%
      PAYC B 0.08%
      PNFP B 0.08%
      CFR B 0.08%
      SF B 0.08%
      ENOV C 0.08%
      ZION B 0.08%
      RARE F 0.07%
      VOYA B 0.07%
      GFS C 0.07%
      GL C 0.07%
      VAC C 0.07%
      CACI D 0.07%
      DDS B 0.07%
      NWL C 0.07%
      ORI A 0.07%
      BRKR D 0.07%
      DNB B 0.07%
      INSP D 0.07%
      SMAR B 0.07%
      BEN C 0.07%
      ANSS B 0.07%
      VKTX F 0.07%
      TPR B 0.07%
      WBD B 0.07%
      TFSL A 0.07%
      GME C 0.07%
      UAA C 0.07%
      WTM A 0.07%
      TFC A 0.07%
      THG A 0.07%
      AAL B 0.07%
      GTLB B 0.07%
      AIZ A 0.07%
      VIRT A 0.07%
      MU D 0.07%
      IVZ B 0.07%
      AXS A 0.07%
      DBX B 0.07%
      BOKF B 0.07%
      SNOW B 0.07%
      DV C 0.07%
      ALK B 0.07%
      BROS A 0.07%
      KMPR A 0.07%
      GWRE A 0.07%
      AMG B 0.07%
      PB B 0.07%
      IPGP D 0.07%
      GLOB B 0.07%
      WTW B 0.07%
      PFE F 0.07%
      LSCC D 0.07%
      NTNX B 0.07%
      DUOL A 0.07%
      OZK B 0.07%
      SLM A 0.07%
      WAL B 0.07%
      MRVL B 0.07%
      RLI A 0.07%
      AZTA D 0.07%
      SHC F 0.07%
      PRI B 0.07%
      CBSH B 0.07%
      SEIC B 0.07%
      RPRX D 0.07%
      LAD A 0.07%
      NET B 0.07%
      CCL A 0.07%
      LNC C 0.07%
      SPOT B 0.07%
      ESTC C 0.07%
      FHB B 0.07%
      FNB A 0.07%
      IONS F 0.07%
      AMED F 0.07%
      PYCR B 0.07%
      HLI A 0.07%
      TPX B 0.06%
      LPX B 0.06%
      ARMK B 0.06%
      TRIP F 0.06%
      PVH C 0.06%
      ESAB C 0.06%
      AGNC C 0.06%
      SAIC F 0.06%
      RBA A 0.06%
      ARW D 0.06%
      ALGM D 0.06%
      AWI A 0.06%
      MSGS A 0.06%
      AYI B 0.06%
      AFRM A 0.06%
      RHI C 0.06%
      WOLF F 0.06%
      GNRC C 0.06%
      XRAY F 0.06%
      PENN C 0.06%
      SAIA B 0.06%
      THO B 0.06%
      BBWI C 0.06%
      R B 0.06%
      IAC F 0.06%
      PLTK B 0.06%
      RBLX C 0.06%
      HCP B 0.06%
      STWD C 0.06%
      BWXT B 0.06%
      KBR F 0.06%
      FOUR A 0.06%
      VFC C 0.06%
      OGN F 0.06%
      EXAS D 0.06%
      LOPE C 0.06%
      FLS B 0.06%
      INFA D 0.06%
      WCC B 0.06%
      MDB B 0.06%
      APLS F 0.06%
      U C 0.06%
      WDC D 0.06%
      BPOP C 0.06%
      RL C 0.06%
      FAF A 0.06%
      MTG C 0.06%
      WHR B 0.06%
      ALSN B 0.06%
      BYD B 0.06%
      WYNN C 0.06%
      CHH A 0.06%
      TTWO A 0.06%
      ZI D 0.06%
      APPF B 0.06%
      CNA C 0.06%
      MKTX D 0.06%
      SNX D 0.06%
      PLNT A 0.06%
      DXC B 0.06%
      BAX F 0.06%
      RH C 0.06%
      OKTA C 0.06%
      DOX D 0.06%
      WH B 0.06%
      DLB B 0.06%
      PSN D 0.06%
      AAON B 0.06%
      NU C 0.06%
      LULU C 0.06%
      CACC D 0.06%
      PATH C 0.06%
      PCTY C 0.06%
      AVT C 0.06%
      TNL A 0.06%
      TDC D 0.06%
      MSA F 0.05%
      CCK D 0.05%
      MRNA F 0.05%
      LNW F 0.05%
      WEX D 0.05%
      SSD F 0.05%
      TRU D 0.05%
      OLLI D 0.05%
      LFUS D 0.05%
      MIDD C 0.05%
      MSM C 0.05%
      BERY C 0.05%
      WWD C 0.05%
      AGCO D 0.05%
      LEA F 0.05%
      BC C 0.05%
      SKX D 0.05%
      MKSI C 0.05%
      CRUS D 0.05%
      CNM D 0.05%
      HOG D 0.05%
      EEFT B 0.05%
      CGNX D 0.05%
      HRB D 0.05%
      MTN C 0.05%
      APG B 0.05%
      LEG F 0.05%
      FIVE F 0.05%
      SEE C 0.05%
      KSS F 0.05%
      BIRK D 0.05%
      DLTR F 0.05%
      CHDN B 0.05%
      LKQ F 0.05%
      AZEK A 0.05%
      TXG F 0.05%
      TREX C 0.05%
      AN C 0.05%
      COLM C 0.05%
      CNH C 0.05%
      ETSY D 0.05%
      HAS D 0.05%
      KNX C 0.05%
      SN D 0.05%
      AXTA B 0.05%
      SNDR B 0.05%
      SW A 0.05%
      ATR B 0.05%
      HAYW B 0.05%
      ADTN A 0.05%
      OLED F 0.05%
      NXST C 0.05%
      NVT B 0.05%
      AL B 0.05%
      YETI D 0.05%
      EXP B 0.05%
      CR A 0.05%
      SLGN A 0.05%
      ONTO F 0.05%
      DCI B 0.05%
      NYT D 0.05%
      RRX B 0.05%
      JWN D 0.05%
      SITE F 0.05%
      PNR A 0.05%
      G B 0.05%
      AAP D 0.05%
      LECO C 0.05%
      KEX B 0.05%
      MUSA B 0.05%
      AMKR D 0.05%
      GNTX C 0.05%
      VMI B 0.05%
      GXO B 0.05%
      MAT D 0.05%
      MTZ B 0.05%
      SIRI C 0.05%
      M F 0.05%
      OSK C 0.05%
      TKO A 0.05%
      DKNG B 0.05%
      VNT C 0.05%
      CZR F 0.05%
      XP F 0.05%
      VVV D 0.05%
      WEN D 0.05%
      MTCH D 0.05%
      PARA C 0.05%
      ELF C 0.05%
      GTES A 0.05%
      GAP C 0.05%
      BWA D 0.05%
      BJ A 0.05%
      WSC F 0.04%
      RIVN F 0.04%
      CNXC F 0.04%
      BA F 0.04%
      QRVO F 0.04%
      BFAM D 0.04%
      UWMC D 0.04%
      SWK D 0.04%
      CROX D 0.04%
      CRI F 0.04%
      ACHC F 0.04%
      FCN F 0.04%
      SPR D 0.04%
      FBIN D 0.04%
      PII F 0.04%
      MHK D 0.04%
      QS F 0.04%
      WU F 0.04%
      VSTS C 0.04%
      CXT C 0.04%
      ST F 0.04%
      COTY F 0.04%
      MAN F 0.04%
      CLVT D 0.04%
      BALL F 0.04%
      W D 0.04%
      AMCR C 0.04%
      ATI C 0.04%
      GPK C 0.04%
      SON F 0.04%
      LSTR D 0.04%
      TTC C 0.04%
      CPRI F 0.03%
      LCID F 0.03%
      MDU D 0.03%
      EQAL Underweight 5 Positions Relative to CFA
      Symbol Grade Weight
      WMG D -0.19%
      STX C -0.15%
      ERIE D -0.15%
      NXPI D -0.11%
      CHWY B -0.08%

      EQAL: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Banks - Regional - US Biotechnology Business Services Asset Management Software - Infrastructure Utilities - Regulated Electric Diagnostics & Research Semiconductors Specialty Retail Oil & Gas E&P Capital Markets Information Technology Services Insurance - Property & Casualty Packaged Foods Specialty Chemicals Aerospace & Defense Packaging & Containers Building Materials
      Keywords: S&P 500 Nasdaq 100 Computing Natural Gas Insurance Electronics Bank Banking Real Estate Investment Trust Aerospace Chemical Electricity Mining Telecommunications Medicine Semiconductor Dow Jones Component Insurance Products Biotechnology Cloud Computing

      CFA: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Utilities - Regulated Electric Business Services Asset Management Semiconductors Specialty Retail Capital Markets Diagnostics & Research Insurance - Property & Casualty Aerospace & Defense Banks - Regional - US Oil & Gas E&P Medical Devices Restaurants Software - Infrastructure Specialty Chemicals Biotechnology Drug Manufacturers - Major Engineering & Construction
      Keywords: S&P 500 Nasdaq 100 Natural Gas Insurance Computing Dow Jones Component Electricity Electronics Aerospace Medicine Bank Chemical Semiconductor Banking Insurance Products Telecommunications Cloud Computing IBD 50 Investment Bank Mining
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