EQUL vs. OSCV ETF Comparison

Comparison of IQ Engender Equality ETF (EQUL) to Opus Small Cap Value Plus ETF (OSCV)

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

$26.81

Average Daily Volume

Number of Holdings ^*

* may have additional holdings in another (foreign) market

OSCV

Opus Small Cap Value Plus ETF

OSCV Description

The investment seeks capital appreciation. The fund is an actively-managed exchange-traded fund ("ETF") that invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization U.S. companies. The fund's sub-adviser defines a small-capitalization company as an issuer whose market capitalization at the time of purchase is in the range of those found in the Russell 2000® Index. The fund will primarily invest in common stocks and real estate investment trusts ("REITs").

Grade (RS Rating)

Last Trade

$37.02

Average Daily Volume

35,914

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	EQUL	OSCV
30 Days	1.15%	-1.08%
60 Days	8.07%	-1.37%
90 Days	9.05%	8.09%
12 Months	32.32%	25.87%

1 Overlapping Holdings

	Symbol	Grade	Weight in EQUL	Weight in OSCV	Overlap
	SCI	C	1.31%	1.0%	1.0%

EQUL Overweight 74 Positions Relative to OSCV

Symbol	Grade	Weight
VFC	B	1.71%
K	B	1.69%
Z	C	1.65%
AFRM	C	1.63%
PYPL	C	1.6%
DASH	A	1.55%
GLOB	B	1.5%
ACN	B	1.5%
BLK	A	1.49%
BK	C	1.49%
CMI	B	1.48%
EBAY	A	1.48%
WEX	C	1.47%
BMY	B	1.47%
WELL	C	1.47%
ILMN	B	1.47%
ADSK	B	1.46%
CLX	B	1.46%
MCD	A	1.45%
MET	A	1.44%
CRM	B	1.44%
EXPE	B	1.44%
AXP	A	1.44%
SPGI	C	1.43%
HAS	A	1.42%
GTLB	D	1.4%
MCO	D	1.4%
HALO	D	1.39%
WTW	B	1.38%
ZTS	C	1.38%
KO	C	1.38%
MDLZ	C	1.37%
GIS	C	1.37%
META	A	1.36%
VZ	A	1.36%
HOLX	D	1.35%
MA	A	1.34%
HLT	A	1.34%
IFF	C	1.34%
NYT	A	1.34%
AWK	B	1.34%
JNJ	D	1.34%
UBER	C	1.32%
BSX	A	1.31%
SJM	C	1.3%
PRU	C	1.29%
ECL	B	1.29%
CNC	F	1.29%
INTU	F	1.29%
IPG	C	1.29%
ESS	C	1.28%
PARA	F	1.27%
C	B	1.26%
MAR	B	1.26%
PEP	D	1.25%
PG	C	1.25%
BAC	D	1.22%
YUM	A	1.22%
VRSK	D	1.21%
DOW	B	1.2%
WFC	D	1.19%
XYL	C	1.18%
GM	D	1.18%
COTY	F	1.16%
ETSY	F	1.15%
CRL	F	1.14%
LYFT	D	1.13%
HUBS	D	1.11%
F	D	1.1%
MRK	F	1.06%
BMRN	F	1.02%
BIIB	F	1.01%
PINS	D	0.91%
WBA	F	0.66%

EQUL Underweight 67 Positions Relative to OSCV

Symbol	Grade	Weight
ENSG	D	-2.79%
CASY	D	-2.66%
TTEK	B	-2.56%
TXRH	A	-2.46%
CHE	C	-2.33%
KBH	C	-2.3%
FIX	A	-2.11%
KAI	C	-1.99%
PRI	A	-1.97%
ICFI	C	-1.97%
UFPI	C	-1.92%
THG	C	-1.89%
OC	C	-1.86%
CW	A	-1.83%
HWKN	A	-1.83%
ACA	C	-1.78%
EHC	B	-1.77%
NOG	F	-1.75%
EPRT	C	-1.64%
MUSA	D	-1.6%
HLI	C	-1.53%
CHRD	F	-1.53%
EGP	D	-1.51%
EFSC	D	-1.51%
CODI	D	-1.5%
SYBT	D	-1.49%
SBCF	D	-1.47%
SPNS	C	-1.47%
ATR	A	-1.44%
CWT	D	-1.36%
KFRC	F	-1.33%
GABC	D	-1.31%
OTTR	F	-1.29%
HOMB	D	-1.27%
GGG	B	-1.26%
LKFN	F	-1.23%
CHDN	D	-1.2%
GPK	C	-1.2%
HCKT	C	-1.17%
LADR	D	-1.14%
OSBC	D	-1.12%
LSTR	D	-1.12%
BYD	C	-1.11%
NJR	C	-1.1%
WTBA	D	-1.09%
TRNO	D	-1.06%
HP	F	-1.06%
NVT	D	-1.04%
KMPR	D	-1.0%
ADC	B	-0.99%
AMH	D	-0.98%
ASH	F	-0.95%
LECO	D	-0.94%
KRP	B	-0.92%
NSA	C	-0.88%
RRC	D	-0.87%
CPA	D	-0.86%
HIFS	D	-0.86%
EVTC	D	-0.85%
WASH	D	-0.83%
USLM	C	-0.81%
DOX	B	-0.78%
FCPT	C	-0.75%
CIVI	F	-0.75%
FELE	C	-0.72%
BRKR	D	-0.68%
AAON	A	-0.57%