EQUL vs. SPDG ETF Comparison

Comparison of IQ Engender Equality ETF (EQUL) to SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG)

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

SPDG

SPDR Portfolio S&P Sector Neutral Dividend ETF

SPDG Description

SPDR Series Trust - SPDR Portfolio S&P Sector Neutral Dividend ETF is an exchange traded fund launched by State Street Global Advisors, Inc. The fund is managed by SSGA Funds Management, Inc. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund invests in dividend paying stocks of companies. It seeks to track the performance of the S&P Sector-Neutral High Yield Dividend Aristocrats Index, by using representative sampling technique. SPDR Series Trust - SPDR Portfolio S&P Sector Neutral Dividend ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$38.98

Average Daily Volume

1,564

Number of Holdings ^*

270

* may have additional holdings in another (foreign) market

Performance

Period	EQUL	SPDG
30 Days	-0.45%	3.57%
60 Days	1.12%	3.05%
90 Days	4.86%	7.09%
12 Months	26.72%	31.57%

21 Overlapping Holdings

Symbol	Grade	Weight in EQUL	Weight in SPDG	Overlap
ACN	B	1.32%	2.57%	1.32%
AMGN	D	1.12%	0.64%	0.64%
BMY	B	1.52%	0.47%	0.47%
C	A	1.53%	1.39%	1.39%
CLX	C	1.32%	0.11%	0.11%
CMI	A	1.57%	0.21%	0.21%
GIS	D	1.12%	0.19%	0.19%
GS	B	1.57%	1.87%	1.57%
HAS	D	1.16%	0.09%	0.09%
IPG	C	1.19%	0.43%	0.43%
JNJ	D	1.2%	1.53%	1.2%
K	A	1.31%	0.11%	0.11%
KMB	C	1.24%	0.24%	0.24%
KO	D	1.14%	1.26%	1.14%
MCD	D	1.28%	2.13%	1.28%
MET	A	1.4%	0.51%	0.51%
MRK	F	1.08%	1.09%	1.08%
OGN	F	0.92%	0.02%	0.02%
PEP	F	1.17%	1.06%	1.06%
SJM	D	1.21%	0.06%	0.06%
VZ	B	1.23%	7.54%	1.23%

EQUL Overweight 54 Positions Relative to SPDG

Symbol	Grade	Weight
LYFT	C	1.88%
AFRM	B	1.87%
WFC	A	1.79%
AA	A	1.74%
DASH	A	1.72%
CRM	B	1.66%
Z	B	1.63%
ALB	C	1.61%
MAR	A	1.58%
PYPL	A	1.56%
BAC	A	1.54%
GM	B	1.53%
ADSK	B	1.51%
JPM	B	1.51%
HLT	A	1.5%
BLK	C	1.49%
KEYS	B	1.45%
GLOB	B	1.43%
BSX	C	1.41%
SCI	A	1.39%
META	D	1.39%
WELL	C	1.39%
VRSK	A	1.38%
MA	B	1.35%
VFC	C	1.34%
PARA	C	1.33%
ILMN	C	1.33%
NBIX	C	1.32%
INTU	C	1.32%
F	C	1.3%
YUM	B	1.29%
VTR	D	1.29%
MCO	A	1.28%
UBER	D	1.27%
PG	A	1.26%
NYT	C	1.25%
ECL	D	1.25%
SPGI	C	1.25%
ETSY	D	1.23%
CRL	C	1.21%
XYL	D	1.21%
WBA	D	1.19%
WEX	F	1.18%
BMRN	F	1.17%
CL	D	1.16%
HSY	F	1.14%
DOW	F	1.14%
IFF	D	1.12%
MDLZ	F	1.11%
NEM	F	1.06%
BIIB	F	1.02%
CNC	F	1.01%
COTY	F	1.0%
HALO	F	0.95%

EQUL Underweight 249 Positions Relative to SPDG

Symbol	Grade	Weight
AVGO	D	-9.3%
HD	A	-4.14%
ORCL	C	-3.47%
CSCO	A	-2.63%
UNH	B	-2.35%
IBM	C	-2.33%
TXN	D	-2.27%
QCOM	F	-2.22%
XOM	C	-1.84%
LOW	C	-1.56%
MS	B	-1.55%
ABBV	D	-1.27%
ADI	D	-1.25%
SBUX	B	-1.15%
CVX	B	-0.94%
PM	B	-0.92%
PNC	A	-0.86%
ABT	B	-0.83%
CAT	B	-0.81%
USB	A	-0.79%
TFC	B	-0.66%
UNP	C	-0.66%
HON	B	-0.64%
ETN	A	-0.59%
APD	A	-0.59%
PFE	D	-0.59%
BK	A	-0.58%
O	D	-0.55%
CCI	D	-0.54%
LMT	D	-0.51%
ADP	B	-0.5%
MO	A	-0.48%
SO	D	-0.47%
PRU	A	-0.47%
MDT	D	-0.46%
DE	B	-0.45%
MCHP	F	-0.44%
DUK	C	-0.43%
HPQ	B	-0.43%
GILD	B	-0.43%
UPS	C	-0.42%
CI	D	-0.41%
GLW	B	-0.41%
PH	A	-0.39%
TGT	F	-0.37%
MTB	B	-0.35%
GRMN	A	-0.35%
HPE	B	-0.35%
WM	A	-0.34%
ITW	A	-0.33%
CVS	D	-0.33%
FITB	B	-0.33%
GD	F	-0.32%
EMR	A	-0.32%
TSCO	C	-0.31%
STT	A	-0.3%
NTAP	C	-0.3%
NOC	D	-0.29%
FDX	B	-0.29%
EQR	B	-0.28%
AEP	D	-0.27%
BDX	F	-0.27%
TROW	A	-0.27%
STX	D	-0.26%
PPG	D	-0.26%
HBAN	B	-0.26%
CINF	A	-0.25%
RF	B	-0.25%
NSC	A	-0.25%
KVUE	A	-0.23%
GPC	D	-0.22%
CFG	B	-0.22%
OKE	C	-0.22%
MAA	B	-0.21%
NTRS	A	-0.21%
EXC	D	-0.2%
PSX	C	-0.2%
LYB	F	-0.2%
KEY	A	-0.19%
PFG	C	-0.19%
NXST	C	-0.19%
FAST	B	-0.19%
BBY	D	-0.19%
LHX	C	-0.19%
SYY	C	-0.19%
RSG	A	-0.18%
PAYX	B	-0.18%
EIX	A	-0.17%
VLO	C	-0.17%
SWKS	F	-0.17%
KMI	B	-0.17%
FNF	B	-0.17%
PKG	B	-0.17%
AVY	D	-0.15%
UDR	B	-0.15%
ETR	B	-0.15%
WEC	A	-0.15%
ROK	B	-0.14%
CF	B	-0.14%
RPM	A	-0.14%
JNPR	F	-0.14%
AMCR	D	-0.13%
CUBE	D	-0.13%
BXP	D	-0.12%
CAH	B	-0.12%
JEF	A	-0.12%
DOV	A	-0.12%
UNM	A	-0.12%
CCOI	B	-0.12%
DKS	C	-0.12%
FHN	B	-0.11%
ALLY	C	-0.11%
FE	D	-0.11%
EMN	D	-0.11%
OHI	D	-0.11%
ES	D	-0.11%
BR	A	-0.11%
ORI	A	-0.1%
WBS	B	-0.1%
HUBB	B	-0.1%
ADC	B	-0.09%
WSO	A	-0.09%
CMA	A	-0.09%
NNN	D	-0.09%
LDOS	D	-0.09%
HRB	D	-0.09%
TSN	B	-0.09%
FRT	A	-0.09%
SNV	B	-0.08%
CFR	B	-0.08%
PB	B	-0.08%
ZION	B	-0.08%
WHR	B	-0.07%
STWD	C	-0.07%
OC	B	-0.07%
CADE	B	-0.07%
CAG	D	-0.07%
ONB	B	-0.07%
BEN	C	-0.07%
CE	F	-0.07%
BAX	F	-0.07%
GPK	C	-0.07%
SNA	A	-0.07%
EVRG	A	-0.07%
FAF	B	-0.07%
DGX	B	-0.07%
MAS	C	-0.07%
RDN	C	-0.06%
AVT	C	-0.06%
CHRW	C	-0.06%
JHG	A	-0.06%
UBSI	B	-0.06%
LNC	B	-0.06%
FNB	B	-0.06%
SWK	D	-0.06%
FMC	D	-0.06%
COLB	B	-0.06%
GBCI	B	-0.06%
LECO	C	-0.05%
ALLE	D	-0.05%
PNW	B	-0.05%
CBT	C	-0.05%
CTRE	D	-0.05%
OZK	B	-0.05%
IDCC	A	-0.05%
NVT	B	-0.05%
DLB	B	-0.05%
HII	F	-0.04%
FHB	B	-0.04%
CDP	C	-0.04%
NSA	C	-0.04%
CBU	B	-0.04%
CATY	B	-0.04%
SLGN	A	-0.04%
DCI	A	-0.04%
TTC	D	-0.04%
KRC	C	-0.04%
ASB	B	-0.04%
PII	F	-0.04%
AVNT	B	-0.04%
AUB	B	-0.04%
INGR	B	-0.04%
FULT	B	-0.04%
WU	D	-0.04%
SON	D	-0.04%
AOS	D	-0.04%
UCB	B	-0.04%
HRL	D	-0.04%
OGE	A	-0.04%
VLY	B	-0.04%
SEE	C	-0.04%
CPB	D	-0.04%
SMG	C	-0.03%
CC	C	-0.03%
UGI	A	-0.03%
CVBF	B	-0.03%
OSK	B	-0.03%
NFG	B	-0.03%
SXT	B	-0.03%
LCII	C	-0.03%
FFBC	B	-0.03%
FCPT	C	-0.03%
SFNC	B	-0.03%
ABR	C	-0.03%
FLS	A	-0.03%
INDB	B	-0.03%
BOH	B	-0.03%
WAFD	B	-0.03%
RHI	C	-0.03%
DTM	B	-0.03%
FHI	A	-0.03%
NEU	C	-0.03%
ASH	F	-0.03%
R	B	-0.03%
BKU	B	-0.03%
HASI	D	-0.03%
HIW	D	-0.03%
NWE	A	-0.02%
XRAY	F	-0.02%
MSM	C	-0.02%
KFY	B	-0.02%
ALE	A	-0.02%
TKR	D	-0.02%
PZZA	F	-0.02%
OGS	A	-0.02%
TRMK	B	-0.02%
SR	A	-0.02%
FLO	C	-0.02%
POR	C	-0.02%
SWX	B	-0.02%
MMS	F	-0.02%
BKH	B	-0.02%
VSH	F	-0.02%
GATX	A	-0.02%
BANR	B	-0.02%
PDCO	D	-0.01%
KMT	B	-0.01%
HI	C	-0.01%
B	A	-0.01%
ENR	A	-0.01%
WERN	B	-0.01%
NAVI	C	-0.01%
TRN	B	-0.01%
NSP	F	-0.01%
MAN	D	-0.01%
ABM	B	-0.01%
AVA	B	-0.01%
BRC	C	-0.01%
PRGO	C	-0.01%