EQUL vs. IBDU ETF Comparison

Comparison of IQ Engender Equality ETF (EQUL) to iShares iBonds Dec 2029 Term Corporate ETF (IBDU)

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

$26.90

Average Daily Volume

383

Number of Holdings ^*

75

* may have additional holdings in another (foreign) market

IBDU

iShares iBonds Dec 2029 Term Corporate ETF

IBDU Description

The investment seeks to track the investment results of the Bloomberg Barclays December 2029 Maturity Corporate Index (the underlying index). The fund is a term fund that will terminate on or about December 15, 2029, at which time it will distribute its remaining net assets to shareholders pursuant to a plan of liquidation. The underlying index is composed of U.S. dollar-denominated, taxable, investment-grade (as determined by Bloomberg Index Services Limited (the index provider or Bloomberg)) corporate bonds scheduled to mature after December 31, 2028 and before December 16, 2029. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$23.55

Average Daily Volume

458,198

Number of Holdings ^*

6

* may have additional holdings in another (foreign) market

Performance

Period	EQUL	IBDU
30 Days	3.27%	1.34%
60 Days	5.71%	3.79%
90 Days	8.41%	4.43%
12 Months	27.01%	11.53%

2 Overlapping Holdings

	Symbol	Grade	Weight in EQUL	Weight in IBDU	Overlap
	VZ	B	1.35%	1.39%	1.35%
	WFC	D	1.15%	0.91%	0.91%

EQUL Overweight 73 Positions Relative to IBDU

	Symbol	Grade	Weight
	AFRM	C	1.75%
	VFC	C	1.71%
	K	A	1.71%
	Z	B	1.66%
	HALO	C	1.54%
	WELL	C	1.5%
	CLX	C	1.49%
	BK	A	1.49%
	EBAY	B	1.48%
	BLK	B	1.47%
	PYPL	B	1.47%
	ILMN	C	1.47%
	BMY	C	1.47%
	WEX	C	1.46%
	SPGI	A	1.46%
	GLOB	D	1.46%
	DASH	B	1.45%
	MCO	A	1.45%
	AXP	B	1.43%
	ADSK	C	1.43%
	ACN	C	1.43%
	AWK	C	1.41%
	MCD	B	1.41%
	MET	A	1.41%
	HAS	B	1.41%
	JNJ	C	1.4%
	WTW	C	1.4%
	GIS	B	1.4%
	KO	B	1.4%
	GTLB	D	1.4%
	ZTS	C	1.4%
	HOLX	C	1.39%
	MDLZ	C	1.39%
	CMI	C	1.38%
	EXPE	C	1.37%
	ESS	C	1.37%
	MA	B	1.36%
	NYT	C	1.35%
	CNC	C	1.35%
	IFF	C	1.34%
	SCI	C	1.34%
	CRM	D	1.33%
	SJM	C	1.32%
	BSX	B	1.31%
	INTU	C	1.3%
	META	A	1.3%
	PEP	D	1.3%
	PRU	C	1.29%
	IPG	C	1.29%
	UBER	C	1.28%
	HLT	B	1.28%
	PARA	F	1.27%
	ECL	A	1.27%
	GM	B	1.27%
	PG	C	1.27%
	C	D	1.23%
	BAC	D	1.23%
	MAR	C	1.22%
	VRSK	D	1.22%
	CRL	F	1.2%
	XYL	D	1.18%
	YUM	F	1.17%
	DOW	D	1.15%
	COTY	F	1.15%
	F	F	1.14%
	MRK	D	1.12%
	ETSY	F	1.12%
	LYFT	D	1.05%
	HUBS	D	1.05%
	BMRN	F	1.04%
	BIIB	F	1.04%
	PINS	F	0.84%
	WBA	F	0.71%

EQUL Underweight 4 Positions Relative to IBDU

	Symbol	Grade	Weight
	ABBV	C	-1.85%
	T	C	-1.15%
	IBM	A	-1.01%
	SMFG	D	-0.8%

EQUL: Top Represented Industries & Keywords

Industries: Software - Application Drug Manufacturers - Major Banks - Global Credit Services Household & Personal Products Information Technology Services Packaged Foods Asset Management Auto Manufacturers Beverages - Soft Drinks Biotechnology Business Services Capital Markets Diagnostics & Research Diversified Industrials Insurance - Life Internet Content & Information Leisure Lodging Restaurants

Keywords: S&P 500 Nasdaq 100 Dow Jones Component Insurance Payment Processing Bank E-Commerce Medicine Payment Systems Banking Biotechnology Department Store Financial Products Investment Bank Investment Management Life Sciences Online Shopping Pharmaceutical Products Telecommunications Transport

IBDU: Top Represented Industries & Keywords

Industries: Banks - Global Telecom Services Drug Manufacturers - Major Information Technology Services

Keywords: S&P 500 Bank Banking Broadband Cash Management Dow Jones Component Internet Access Investment Banking Investment Banking Services Security Services Telecommunications Video Services Voice And Data Voice Services Wireless Segment Wireless Voice Access Devices Adalimumab Advanced Prostate Cancer Advisory Services