EQUL vs. NUMV ETF Comparison

Comparison of IQ Engender Equality ETF (EQUL) to NuShares ESG Mid-Cap Value ETF (NUMV)
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

$27.02

Average Daily Volume

383

Number of Holdings *

75

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

NuShares ESG Mid-Cap Value ETF

NUMV Description The Fund seeks to track the investments results, before fees and expenses, of the TIAA ESG USA Mid-Cap Value Index.

Grade (RS Rating)

Last Trade

$36.30

Average Daily Volume

26,618

Number of Holdings *

88

* may have additional holdings in another (foreign) market
Performance
Period EQUL NUMV
30 Days 4.38% 5.11%
60 Days 6.76% 7.08%
90 Days 8.87% 10.44%
12 Months 25.07% 24.65%
9 Overlapping Holdings
Symbol Grade Weight in EQUL Weight in NUMV Overlap
AWK B 1.43% 1.93% 1.43%
CLX C 1.56% 0.17% 0.17%
HOLX B 1.43% 1.25% 1.25%
IFF B 1.36% 1.89% 1.36%
IPG C 1.33% 1.24% 1.24%
K B 1.74% 1.68% 1.68%
PARA F 1.24% 0.03% 0.03%
WTW C 1.43% 1.55% 1.43%
XYL C 1.17% 1.13% 1.13%
EQUL Overweight 66 Positions Relative to NUMV
Symbol Grade Weight
VFC C 1.62%
GTLB D 1.58%
GLOB D 1.56%
WELL C 1.55%
ACN C 1.52%
AFRM C 1.51%
HALO C 1.5%
BMY C 1.5%
SPGI B 1.5%
MCO B 1.48%
Z B 1.46%
BK B 1.45%
JNJ C 1.44%
MCD B 1.44%
BLK B 1.44%
EBAY B 1.44%
WEX C 1.43%
ILMN C 1.43%
GIS B 1.43%
KO C 1.43%
PYPL B 1.42%
MDLZ B 1.42%
ADSK C 1.42%
DASH C 1.4%
ZTS C 1.4%
CMI C 1.39%
ESS B 1.39%
AXP B 1.37%
HAS B 1.37%
MA B 1.37%
VZ B 1.37%
PEP C 1.36%
MET B 1.36%
SCI B 1.36%
BSX B 1.35%
NYT C 1.33%
CRM D 1.33%
SJM C 1.33%
PG C 1.33%
INTU C 1.33%
ECL B 1.31%
EXPE C 1.31%
CNC D 1.29%
VRSK D 1.29%
BMRN F 1.27%
PRU C 1.27%
BAC D 1.25%
META B 1.25%
HLT B 1.25%
UBER C 1.23%
C C 1.22%
YUM D 1.21%
GM C 1.2%
WFC D 1.18%
MAR C 1.18%
DOW D 1.15%
CRL F 1.13%
COTY F 1.12%
MRK D 1.11%
ETSY F 1.11%
F F 1.1%
BIIB F 1.08%
HUBS D 1.06%
LYFT D 0.99%
PINS F 0.84%
WBA F 0.71%
EQUL Underweight 79 Positions Relative to NUMV
Symbol Grade Weight
OKE B -2.46%
URI B -2.27%
IRM C -2.04%
HIG B -2.03%
PHM B -1.92%
BKR C -1.92%
FSLR C -1.89%
CAH C -1.88%
ES C -1.8%
STE C -1.79%
CBOE C -1.77%
LYB D -1.75%
ATO B -1.74%
AVTR B -1.71%
PFG B -1.68%
NI B -1.63%
HBAN B -1.63%
BALL C -1.62%
WPC C -1.62%
DOC C -1.61%
BR D -1.61%
SOLV C -1.61%
BXP B -1.58%
ALLE B -1.55%
HST C -1.52%
NTAP D -1.51%
BG D -1.46%
WTRG D -1.45%
AIZ B -1.45%
OC D -1.42%
EXPD C -1.41%
HPE D -1.34%
CBRE A -1.33%
TRMB C -1.33%
ARE C -1.28%
PPG D -1.28%
HOOD C -1.22%
GPC D -1.17%
KEYS C -1.17%
LKQ F -1.14%
PNR B -1.05%
ALLY F -0.96%
MKC C -0.94%
FOX B -0.91%
AKAM D -0.89%
IR C -0.87%
CHD D -0.83%
ULTA D -0.78%
APTV D -0.77%
STLD F -0.75%
FITB B -0.73%
MKTX C -0.72%
STT A -0.7%
NTRS A -0.68%
KMX D -0.68%
CCK A -0.68%
POOL C -0.63%
JBHT D -0.58%
NDAQ A -0.57%
CNH D -0.56%
CAG C -0.52%
HRL C -0.52%
DOV B -0.48%
DGX B -0.43%
BBWI F -0.32%
IEX D -0.32%
DFS B -0.29%
EQH C -0.22%
SYF C -0.2%
CHRW B -0.16%
WDC D -0.15%
ACGL C -0.11%
J C -0.08%
CFG C -0.06%
REG C -0.03%
AVB B -0.02%
AVY C -0.02%
KIM C -0.02%
TTC D -0.02%
Compare ETFs