EQUL vs. LSGR ETF Comparison

Comparison of IQ Engender Equality ETF (EQUL) to Natixis Loomis Sayles Focused Growth ETF (LSGR)

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

LSGR

Natixis Loomis Sayles Focused Growth ETF

LSGR Description

Under normal market conditions, the fund will invest primarily in exchange-traded U.S.-listed common stocks and other exchange-traded equity securities. Exchange-traded equity securities may include, for example, other exchange-traded funds ("ETFs"), exchange-traded notes, exchange-traded preferred stocks, and exchange-traded real estate investment trusts ("REITs"). The fund normally invests across a wide range of sectors and industries. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$38.57

Average Daily Volume

10,633

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	EQUL	LSGR
30 Days	-0.45%	5.63%
60 Days	1.12%	10.31%
90 Days	4.86%	12.12%
12 Months	26.72%	44.39%

4 Overlapping Holdings

Symbol	Grade	Weight in EQUL	Weight in LSGR	Overlap
ADSK	A	1.49%	4.68%	1.49%
CRM	B	1.68%	4.47%	1.68%
ILMN	C	1.43%	1.4%	1.4%
META	D	1.41%	8.66%	1.41%

EQUL Overweight 71 Positions Relative to LSGR

Symbol	Grade	Weight
LYFT	C	1.99%
WFC	A	1.75%
DASH	B	1.72%
GM	C	1.59%
GS	A	1.58%
CMI	A	1.57%
PYPL	B	1.57%
MAR	A	1.57%
AFRM	A	1.56%
AA	A	1.55%
Z	A	1.54%
C	A	1.52%
BMY	B	1.52%
BAC	A	1.52%
GLOB	B	1.51%
JPM	A	1.51%
BLK	B	1.51%
HLT	A	1.49%
ALB	B	1.48%
VFC	C	1.45%
INTU	B	1.41%
PARA	C	1.41%
MET	A	1.39%
VRSK	A	1.38%
SCI	B	1.36%
MA	B	1.36%
BSX	A	1.36%
WELL	A	1.35%
KEYS	A	1.34%
F	C	1.33%
ACN	B	1.33%
YUM	D	1.32%
MCD	D	1.31%
K	A	1.3%
NBIX	C	1.3%
MCO	B	1.29%
NYT	D	1.29%
UBER	F	1.29%
CLX	A	1.29%
WBA	F	1.27%
ECL	D	1.27%
VTR	B	1.27%
CRL	D	1.26%
SPGI	C	1.26%
ETSY	D	1.23%
BMRN	F	1.22%
PG	C	1.22%
PEP	F	1.21%
IPG	D	1.21%
KMB	C	1.19%
SJM	D	1.19%
XYL	D	1.19%
WEX	D	1.18%
VZ	C	1.18%
JNJ	C	1.18%
HAS	D	1.17%
HSY	F	1.16%
AMGN	F	1.15%
DOW	F	1.14%
IFF	D	1.12%
GIS	D	1.12%
KO	D	1.12%
MDLZ	F	1.12%
CL	D	1.12%
HALO	F	1.11%
MRK	D	1.08%
BIIB	F	1.07%
COTY	F	1.06%
NEM	D	0.99%
CNC	D	0.99%
OGN	F	0.95%

EQUL Underweight 17 Positions Relative to LSGR

Symbol	Grade	Weight
NVDA	B	-14.51%
AMZN	C	-7.79%
GOOGL	C	-7.01%
TSLA	B	-6.48%
MSFT	D	-6.11%
NFLX	A	-5.37%
ORCL	A	-4.99%
VRTX	D	-4.32%
V	A	-4.04%
ISRG	A	-3.22%
MNST	C	-2.94%
DIS	B	-2.53%
FDS	B	-2.49%
BA	F	-2.42%
WDAY	B	-2.32%
REGN	F	-1.95%
SBUX	A	-1.88%