EQUL vs. KXI ETF Comparison

Comparison of IQ Engender Equality ETF (EQUL) to iShares Global Consumer Staples ETF (KXI)

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

$27.12

Average Daily Volume

225

Number of Holdings ^*

* may have additional holdings in another (foreign) market

KXI

iShares Global Consumer Staples ETF

KXI Description

The investment seeks to track the investment results of an index composed of global equities in the consumer staples sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P Global 1200 Consumer Staples Sector IndexTM (the "underlying index"), which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), deems to be part of the consumer staples sector of the economy and that S&P believes are important to global markets. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$63.06

Average Daily Volume

36,527

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	EQUL	KXI
30 Days	-0.45%	-1.48%
60 Days	1.12%	-3.74%
90 Days	4.86%	-2.52%
12 Months	26.72%	11.24%

12 Overlapping Holdings

Symbol	Grade	Weight in EQUL	Weight in KXI	Overlap
CL	D	1.16%	2.05%	1.16%
CLX	B	1.32%	0.56%	0.56%
GIS	D	1.12%	0.95%	0.95%
HSY	F	1.14%	0.68%	0.68%
K	A	1.31%	0.58%	0.58%
KMB	D	1.24%	1.21%	1.21%
KO	D	1.14%	4.11%	1.14%
MDLZ	F	1.11%	2.31%	1.11%
PEP	F	1.17%	4.27%	1.17%
PG	A	1.26%	9.41%	1.26%
SJM	D	1.21%	0.31%	0.31%
WBA	F	1.19%	0.16%	0.16%

EQUL Overweight 63 Positions Relative to KXI

Symbol	Grade	Weight
LYFT	C	1.88%
AFRM	B	1.87%
WFC	A	1.79%
AA	B	1.74%
DASH	A	1.72%
CRM	B	1.66%
Z	A	1.63%
ALB	C	1.61%
MAR	B	1.58%
CMI	A	1.57%
GS	A	1.57%
PYPL	B	1.56%
BAC	A	1.54%
GM	B	1.53%
C	A	1.53%
BMY	B	1.52%
ADSK	A	1.51%
JPM	A	1.51%
HLT	A	1.5%
BLK	C	1.49%
KEYS	A	1.45%
GLOB	B	1.43%
BSX	B	1.41%
MET	A	1.4%
SCI	B	1.39%
META	D	1.39%
WELL	A	1.39%
VRSK	A	1.38%
MA	C	1.35%
VFC	C	1.34%
PARA	C	1.33%
ILMN	D	1.33%
NBIX	C	1.32%
INTU	C	1.32%
ACN	C	1.32%
F	C	1.3%
YUM	B	1.29%
VTR	C	1.29%
MCO	B	1.28%
MCD	D	1.28%
UBER	D	1.27%
NYT	C	1.25%
ECL	D	1.25%
SPGI	C	1.25%
VZ	C	1.23%
ETSY	D	1.23%
CRL	C	1.21%
XYL	D	1.21%
JNJ	D	1.2%
IPG	D	1.19%
WEX	D	1.18%
BMRN	D	1.17%
HAS	D	1.16%
DOW	F	1.14%
IFF	D	1.12%
AMGN	D	1.12%
MRK	F	1.08%
NEM	D	1.06%
BIIB	F	1.02%
CNC	D	1.01%
COTY	F	1.0%
HALO	F	0.95%
OGN	D	0.92%

EQUL Underweight 25 Positions Relative to KXI

Symbol	Grade	Weight
COST	B	-9.49%
WMT	A	-4.9%
PM	B	-4.86%
MO	A	-2.56%
TGT	F	-1.89%
KVUE	A	-1.23%
KR	B	-1.04%
STZ	D	-1.0%
SYY	B	-0.99%
MNST	C	-0.98%
KDP	D	-0.96%
KHC	F	-0.74%
CHD	B	-0.72%
ADM	D	-0.68%
MKC	D	-0.5%
TSN	B	-0.49%
DG	F	-0.45%
EL	F	-0.4%
DLTR	F	-0.35%
CAG	D	-0.34%
BG	F	-0.34%
LW	C	-0.29%
TAP	C	-0.29%
HRL	D	-0.23%
CPB	D	-0.23%

KXI: Top Represented Industries & Keywords

Industries: Packaged Foods Household & Personal Products Discount Stores Beverages - Soft Drinks Farm Products Confectioners Tobacco Beverages - Brewers Beverages - Wineries & Distilleries Food Distribution Grocery Stores Pharmaceutical Retailers