EQUL vs. CPAI ETF Comparison
Comparison of IQ Engender Equality ETF (EQUL) to Counterpoint Quantitative Equity ETF (CPAI)
EQUL
IQ Engender Equality ETF
EQUL Description
The EQUL IQ Engender Equality ETF tracks the Solactive Equileap U.S. Gender Equality Index, which is designed to deliver exposure to global companies that promote gender equality and are committed to women’s empowerment through equal compensation and gender balance in leadership and the workforce.
Grade (RS Rating)
Last Trade
$27.43
Average Daily Volume
192
Number of Holdings
*
74
* may have additional holdings in another (foreign) market
CPAI
Counterpoint Quantitative Equity ETF
CPAI Description
CPAI employs a quantitative, model-driven strategy that integrates quantitative analysis and machine learning insights to navigate diverse market conditions. The portfolio consists of at least 50 US-listed companies of any capitalization or ADRs. The selection process relies on advanced quantitative models leveraging machine learning technology, considering over 30 variables related to value, long-term reversal, momentum, profitability, investor sentiment, and stock price stability. Additionally, the Adviser backtests variable combinations considered to be supported by economic reasoning or investor behavioral biases. The models continually learn and adapt relationships between input variables and realized historic returns, updating during quarterly portfolio rebalances. Moreover, rebalancing ensures the portfolio aligns with the models' rankings, with adjustments made to limit sector exposure to 35% or less.Grade (RS Rating)
Last Trade
$35.22
Average Daily Volume
7,678
Number of Holdings
*
49
* may have additional holdings in another (foreign) market
Performance
| Period | EQUL | CPAI |
|---|---|---|
| 30 Days | 0.02% | 4.10% |
| 60 Days | 3.51% | 11.27% |
| 90 Days | 7.03% | 11.62% |
| 12 Months | 30.05% |
EQUL Overweight 71 Positions Relative to CPAI
| Symbol | Grade | Weight | |
|---|---|---|---|
| AA | C | 1.64% | |
| DASH | A | 1.61% | |
| ILMN | C | 1.58% | |
| WFC | A | 1.57% | |
| CMI | A | 1.56% | |
| LYFT | B | 1.56% | |
| VFC | C | 1.55% | |
| CRM | B | 1.53% | |
| GM | B | 1.51% | |
| MAR | A | 1.48% | |
| ALB | C | 1.48% | |
| BMY | B | 1.48% | |
| PYPL | A | 1.47% | |
| GS | B | 1.44% | |
| C | B | 1.44% | |
| ADSK | B | 1.44% | |
| HLT | A | 1.43% | |
| GLOB | B | 1.43% | |
| JPM | A | 1.41% | |
| PARA | B | 1.41% | |
| BAC | A | 1.41% | |
| WELL | B | 1.38% | |
| UBER | F | 1.37% | |
| KEYS | C | 1.37% | |
| VRSK | A | 1.37% | |
| SCI | B | 1.37% | |
| AFRM | B | 1.36% | |
| BSX | A | 1.35% | |
| MA | B | 1.34% | |
| MET | C | 1.33% | |
| K | A | 1.32% | |
| Z | B | 1.32% | |
| YUM | B | 1.32% | |
| MCD | C | 1.32% | |
| NBIX | C | 1.31% | |
| VTR | C | 1.31% | |
| ECL | C | 1.29% | |
| ETSY | D | 1.29% | |
| CLX | A | 1.29% | |
| ACN | B | 1.29% | |
| F | C | 1.29% | |
| HAS | D | 1.27% | |
| SJM | F | 1.27% | |
| INTU | A | 1.27% | |
| AMGN | F | 1.26% | |
| IPG | F | 1.26% | |
| MCO | C | 1.26% | |
| IFF | F | 1.26% | |
| BMRN | F | 1.25% | |
| DOW | F | 1.25% | |
| JNJ | D | 1.25% | |
| PEP | D | 1.25% | |
| KMB | D | 1.24% | |
| CRL | C | 1.23% | |
| SPGI | C | 1.23% | |
| HALO | C | 1.23% | |
| PG | C | 1.23% | |
| MDLZ | F | 1.21% | |
| GIS | F | 1.21% | |
| VZ | D | 1.21% | |
| XYL | F | 1.21% | |
| KO | F | 1.2% | |
| HSY | F | 1.19% | |
| CL | F | 1.18% | |
| BIIB | F | 1.17% | |
| WEX | D | 1.15% | |
| MRK | F | 1.14% | |
| NEM | F | 1.14% | |
| CNC | F | 1.12% | |
| COTY | D | 1.07% | |
| OGN | F | 1.04% |
EQUL Underweight 46 Positions Relative to CPAI
| Symbol | Grade | Weight | |
|---|---|---|---|
| SFM | B | -2.51% | |
| SKYW | B | -2.49% | |
| TRGP | B | -2.46% | |
| TDS | C | -2.43% | |
| CARG | B | -2.37% | |
| LDOS | C | -2.33% | |
| NTGR | B | -2.27% | |
| UNM | A | -2.25% | |
| GDDY | B | -2.23% | |
| OKE | A | -2.21% | |
| FTDR | B | -2.17% | |
| BRBR | A | -2.17% | |
| EQH | B | -2.16% | |
| CNO | B | -2.15% | |
| HTZ | C | -2.13% | |
| FTI | B | -2.13% | |
| ACIW | B | -2.11% | |
| VIRT | B | -2.11% | |
| ORCL | A | -2.09% | |
| CVLT | B | -2.08% | |
| CAH | B | -2.08% | |
| MSI | B | -2.07% | |
| CLBT | C | -2.06% | |
| COR | B | -2.05% | |
| GOOGL | C | -2.05% | |
| GNW | B | -2.03% | |
| PBI | C | -2.01% | |
| PGR | A | -1.93% | |
| RTX | D | -1.9% | |
| BRC | B | -1.89% | |
| TJX | A | -1.89% | |
| THC | B | -1.88% | |
| LESL | D | -1.87% | |
| ZIM | B | -1.84% | |
| MSFT | C | -1.83% | |
| AAPL | C | -1.81% | |
| PAA | C | -1.8% | |
| PAGP | C | -1.79% | |
| WES | C | -1.76% | |
| LLY | F | -1.74% | |
| MHO | D | -1.72% | |
| PRM | C | -1.72% | |
| ROST | D | -1.72% | |
| UHS | D | -1.64% | |
| HCA | D | -1.61% | |
| AGL | F | -0.95% |
EQUL: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Household & Personal Products
Software - Application
Banks - Global
Biotechnology
Capital Markets
Information Technology Services
Packaged Foods
Specialty Chemicals
Auto Manufacturers
Beverages - Soft Drinks
Business Services
Confectioners
Credit Services
Diagnostics & Research
Diversified Industrials
Lodging
REIT - Healthcare Facilities
Restaurants
Advertising Agencies
CPAI: Top Represented Industries & Keywords
Industries:
Internet Content & Information
Oil & Gas Midstream
Medical Care
Software - Infrastructure
Apparel Stores
Communication Equipment
Insurance - Diversified
Insurance - Life
Medical Distribution
Software - Application
Aerospace & Defense
Airlines
Business Equipment
Business Services
Capital Markets
Consumer Electronics
Drug Manufacturers - Major
Grocery Stores
Home Improvement Retail
Information Technology Services
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