LRND vs. ESGA ETF Comparison

Comparison of IQ U.S. Large Cap R&D Leaders ETF (LRND) to American Century Sustainable Equity ETF (ESGA)

LRND

IQ U.S. Large Cap R&D Leaders ETF

LRND Description

IQ U.S. Large Cap 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 the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of large-cap companies. The fund seeks to track the performance of the IQ U.S. Large Cap R&D Leaders Index, by using full replication technique. IQ U.S. Large Cap R&D Leaders ETF was formed on December 14, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$34.69

Average Daily Volume

582

Number of Holdings ^*

* may have additional holdings in another (foreign) market

ESGA

American Century Sustainable Equity ETF

ESGA Description

The investment seeks long-term capital growth. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stock's value and growth potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable equity securities. The fund is not permitted to invest in securities issued by companies assigned the Global Industry Classification Standard (GICS) or the Bloomberg Industry Classification Standard (BICS) for the tobacco industry.

Grade (RS Rating)

Last Trade

$72.26

Average Daily Volume

18,084

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	LRND	ESGA
30 Days	3.51%	2.20%
60 Days	10.65%	7.78%
90 Days	12.16%	10.15%
12 Months	36.27%	33.84%

37 Overlapping Holdings

Symbol	Grade	Weight in LRND	Weight in ESGA	Overlap
AAPL	B	5.99%	7.02%	5.99%
ABBV	B	1.55%	1.29%	1.29%
ABNB	D	0.37%	0.18%	0.18%
ACN	C	0.26%	0.77%	0.26%
ADBE	F	0.68%	0.24%	0.24%
ADI	D	0.29%	1.01%	0.29%
AMAT	D	0.58%	0.81%	0.58%
AMD	F	1.11%	1.28%	1.11%
AMGN	C	1.0%	0.44%	0.44%
AMZN	B	8.32%	3.32%	3.32%
APTV	F	0.21%	0.45%	0.21%
AVGO	B	1.64%	1.08%	1.08%
BMY	C	2.13%	0.22%	0.22%
CDNS	B	0.29%	0.81%	0.29%
CMI	B	0.32%	0.8%	0.32%
CRM	A	1.11%	0.49%	0.49%
CSCO	A	1.65%	0.45%	0.45%
DE	C	0.44%	0.42%	0.42%
DHR	F	0.28%	1.26%	0.28%
GOOGL	B	8.92%	3.94%	3.94%
HON	B	0.29%	0.66%	0.29%
IBM	D	1.31%	0.8%	0.8%
ISRG	A	0.22%	0.67%	0.22%
LLY	D	1.8%	1.21%	1.21%
LMT	D	0.28%	0.37%	0.28%
META	B	6.61%	2.5%	2.5%
MRK	F	3.14%	0.82%	0.82%
MSFT	C	5.4%	7.98%	5.4%
NOW	B	0.47%	0.29%	0.29%
NVDA	B	2.36%	6.6%	2.36%
PG	D	0.37%	0.83%	0.37%
SQ	C	0.59%	0.3%	0.3%
TMO	F	0.23%	0.86%	0.23%
TSLA	B	0.92%	0.96%	0.92%
UBER	F	0.6%	0.6%	0.6%
VRTX	A	1.59%	0.4%	0.4%
WDAY	C	0.47%	0.54%	0.47%

LRND Overweight 62 Positions Relative to ESGA

Symbol	Grade	Weight
INTC	C	3.18%
JNJ	D	2.84%
GM	B	2.01%
PFE	F	2.0%
ORCL	A	1.76%
QCOM	C	1.64%
F	D	1.52%
GILD	B	1.2%
MU	C	0.72%
BA	F	0.7%
MRNA	F	0.7%
REGN	F	0.61%
PYPL	A	0.6%
DELL	C	0.59%
NFLX	A	0.58%
RTX	C	0.57%
MDT	C	0.54%
INCY	A	0.53%
ABT	B	0.53%
EA	B	0.52%
INTU	A	0.51%
TEAM	B	0.49%
HPE	B	0.47%
CAT	B	0.43%
SNPS	B	0.4%
MRVL	B	0.4%
TXN	A	0.37%
PANW	A	0.37%
LRCX	D	0.36%
WDC	C	0.36%
BIIB	F	0.34%
SPOT	B	0.34%
GE	C	0.33%
HPQ	B	0.33%
RIVN	F	0.31%
SNOW	C	0.31%
MMM	C	0.3%
RBLX	B	0.3%
CTVA	C	0.29%
BSX	A	0.29%
ADSK	A	0.29%
EXPE	B	0.29%
ILMN	B	0.28%
EBAY	D	0.27%
SYK	A	0.26%
EXEL	B	0.25%
DASH	A	0.24%
GEHC	D	0.24%
NOC	C	0.23%
BDX	F	0.23%
PINS	D	0.23%
EW	F	0.22%
KLAC	F	0.22%
GLW	B	0.22%
DDOG	C	0.22%
JNPR	C	0.22%
ALNY	B	0.21%
CNH	D	0.2%
U	D	0.19%
NTAP	C	0.19%
MCHP	F	0.19%
LCID	F	0.13%

LRND Underweight 60 Positions Relative to ESGA

Symbol	Grade	Weight
UNH	B	-1.97%
NEE	D	-1.74%
HD	B	-1.66%
JPM	B	-1.6%
V	B	-1.49%
PLD	F	-1.43%
MS	B	-1.26%
SPGI	D	-1.16%
PEP	F	-1.12%
LIN	D	-1.1%
COP	C	-1.08%
JCI	A	-1.04%
EOG	B	-1.01%
TJX	C	-1.01%
A	D	-0.97%
ETN	A	-0.94%
VZ	D	-0.93%
SLB	D	-0.93%
BAC	B	-0.9%
CI	F	-0.89%
ZTS	F	-0.86%
MA	A	-0.84%
UNP	D	-0.83%
RF	B	-0.83%
COST	B	-0.8%
TGT	F	-0.8%
SYY	C	-0.79%
PH	B	-0.76%
PGR	B	-0.75%
MSI	A	-0.74%
MDLZ	F	-0.73%
EQIX	B	-0.71%
ECL	D	-0.7%
AXP	B	-0.68%
AMP	B	-0.62%
MMC	C	-0.61%
XYL	F	-0.59%
TSCO	C	-0.59%
ASML	F	-0.55%
MET	C	-0.54%
CDW	F	-0.54%
BALL	F	-0.5%
PRU	C	-0.48%
ICE	D	-0.47%
UPS	D	-0.46%
NVO	F	-0.46%
LKQ	F	-0.42%
CMG	C	-0.41%
FDX	B	-0.39%
DIS	C	-0.36%
CRWD	C	-0.34%
URI	B	-0.31%
KMX	F	-0.29%
IDXX	F	-0.29%
CL	F	-0.29%
DECK	B	-0.29%
YETI	F	-0.27%
DXCM	D	-0.23%
DT	C	-0.15%
SAIA	C	-0.15%