LCF vs. WRND ETF Comparison

Comparison of Touchstone US Large Cap Focused ETF (LCF) to IQ Global Equity R&D Leaders ETF (WRND)

LCF

Touchstone US Large Cap Focused ETF

LCF Description

Touchstone US Large Cap Focused ETF is an exchange traded fund launched and managed by Touchstone Advisors Inc. It is co-managed by Fort Washington Investment Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in value stocks of large-cap companies. Touchstone US Large Cap Focused ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$36.92

Average Daily Volume

421

Number of Holdings ^*

* may have additional holdings in another (foreign) market

WRND

IQ Global Equity R&D Leaders ETF

WRND Description

IQ Global Equity R&D Leaders ETF is an exchange traded fund launched by New York Life Investment Management LLC. The fund is managed by IndexIQ Advisors LLC. It invests in public equity markets of global region. 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 seeks to track the performance of the IQ Global Equity R&D Leaders Index, by using full replication technique. IQ Global Equity R&D Leaders ETF was formed on December 14, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$29.08

Average Daily Volume

1,357

Number of Holdings ^*

112

* may have additional holdings in another (foreign) market

Performance

Period	LCF	WRND
30 Days	1.99%	-1.90%
60 Days	4.12%	-1.83%
90 Days	5.86%	-1.88%
12 Months	25.66%	18.15%

20 Overlapping Holdings

Symbol	Grade	Weight in LCF	Weight in WRND	Overlap
AAPL	C	7.17%	3.25%	3.25%
ABNB	C	1.26%	0.19%	0.19%
AMAT	F	0.74%	0.3%	0.3%
AMZN	C	5.34%	6.24%	5.34%
BA	F	1.16%	0.36%	0.36%
BDX	F	1.9%	0.12%	0.12%
BMY	B	1.21%	1.17%	1.17%
CRM	B	2.54%	0.66%	0.66%
DE	A	0.31%	0.24%	0.24%
JNJ	D	2.03%	1.48%	1.48%
MDT	D	1.68%	0.28%	0.28%
META	D	6.03%	4.08%	4.08%
MSFT	F	8.43%	2.97%	2.97%
NFLX	A	1.24%	0.35%	0.35%
NVDA	C	4.58%	1.34%	1.34%
ORCL	B	2.98%	1.05%	1.05%
PYPL	B	0.76%	0.34%	0.34%
RTX	C	1.58%	0.3%	0.3%
TXN	C	1.75%	0.21%	0.21%
WDAY	B	1.22%	0.28%	0.28%

LCF Overweight 26 Positions Relative to WRND

Symbol	Grade	Weight
GOOG	C	5.52%
BRK.A	B	3.19%
UNH	C	2.87%
GS	A	2.69%
BAC	A	2.42%
V	A	2.3%
HCA	F	2.2%
PM	B	2.03%
XOM	B	1.92%
SCHW	B	1.82%
MKL	A	1.65%
MNST	C	1.59%
DD	D	1.32%
JLL	D	1.32%
CMCSA	B	1.21%
SSNC	B	1.14%
HUBB	B	1.04%
SBUX	A	0.84%
IFF	D	0.81%
BMRN	D	0.78%
SWK	D	0.74%
FDX	B	0.71%
DIS	B	0.69%
LUV	C	0.67%
SLB	C	0.63%
COR	B	0.6%

LCF Underweight 92 Positions Relative to WRND

Symbol	Grade	Weight
GOOGL	C	-5.25%
INTC	D	-1.97%
MRK	F	-1.59%
GM	B	-1.2%
NVS	D	-0.96%
BABA	D	-0.95%
PFE	D	-0.94%
CSCO	B	-0.93%
QCOM	F	-0.9%
F	C	-0.89%
AVGO	D	-0.86%
LLY	F	-0.85%
VRTX	F	-0.84%
TM	D	-0.74%
IBM	C	-0.71%
ABBV	D	-0.68%
TSLA	B	-0.67%
SONY	B	-0.66%
STLA	F	-0.66%
HMC	F	-0.65%
GILD	C	-0.64%
AMD	F	-0.57%
AMGN	D	-0.47%
ADBE	C	-0.39%
BIDU	F	-0.39%
SQ	B	-0.39%
MU	D	-0.38%
TEAM	A	-0.34%
UBER	D	-0.31%
ABT	B	-0.3%
EA	A	-0.3%
INTU	C	-0.3%
REGN	F	-0.29%
INCY	C	-0.29%
MRNA	F	-0.27%
HPE	B	-0.27%
TCOM	B	-0.27%
NOW	A	-0.26%
CAT	B	-0.24%
NXPI	D	-0.24%
SHOP	B	-0.24%
MRVL	B	-0.24%
SPOT	B	-0.22%
PANW	C	-0.22%
LI	F	-0.22%
SNPS	B	-0.22%
MELI	D	-0.21%
PG	A	-0.21%
BGNE	D	-0.2%
SNOW	C	-0.19%
HPQ	B	-0.19%
CMI	A	-0.19%
WDC	D	-0.19%
NIO	F	-0.19%
HON	B	-0.18%
EXPE	B	-0.18%
GE	D	-0.18%
LRCX	F	-0.18%
RIVN	F	-0.17%
BSX	B	-0.17%
ADSK	A	-0.17%
CDNS	B	-0.17%
BIIB	F	-0.17%
ABBV	D	-0.17%
EBAY	D	-0.16%
RBLX	C	-0.16%
MMM	D	-0.16%
ACN	C	-0.15%
LMT	D	-0.15%
ADI	D	-0.15%
SYK	C	-0.15%
ILMN	D	-0.14%
DASH	A	-0.14%
DHR	F	-0.14%
CTVA	C	-0.14%
TMO	F	-0.12%
GLW	B	-0.12%
DDOG	A	-0.12%
NOC	D	-0.12%
EW	C	-0.12%
ISRG	A	-0.12%
GEHC	F	-0.12%
NTAP	C	-0.11%
LPL	F	-0.11%
JNPR	F	-0.11%
PINS	D	-0.11%
KLAC	D	-0.11%
UL	D	-0.11%
ALNY	D	-0.1%
APTV	D	-0.1%
MCHP	D	-0.09%
LCID	F	-0.07%