LRND vs. FBCG ETF Comparison

Comparison of IQ U.S. Large Cap R&D Leaders ETF (LRND) to Fidelity Blue Chip Growth ETF (FBCG)

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

$33.23

Average Daily Volume

605

Number of Holdings ^*

* may have additional holdings in another (foreign) market

FBCG

Fidelity Blue Chip Growth ETF

FBCG Description

The investment seeks long-term growth of capital. Normally the fund invests at least 80% of assets in blue chip companies (companies that, in Fidelity Management & Research Company LLC's (FMR) view, are well-known, well-established and well-capitalized), which generally have large or medium market capitalizations. It invests in companies that manager believes have above-average growth potential (stocks of these companies are often called "growth" stocks). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$42.77

Average Daily Volume

510,217

Number of Holdings ^*

194

* may have additional holdings in another (foreign) market

Performance

Period	LRND	FBCG
30 Days	4.62%	7.30%
60 Days	11.05%	14.08%
90 Days	-0.96%	-1.99%
12 Months	33.73%	48.41%

45 Overlapping Holdings

Symbol	Grade	Weight in LRND	Weight in FBCG	Overlap
AAPL	C	6.57%	10.86%	6.57%
ABNB	D	0.29%	0.54%	0.29%
ADBE	F	0.69%	0.13%	0.13%
ALNY	C	0.33%	0.08%	0.08%
AMAT	C	0.51%	0.06%	0.06%
AMD	C	1.17%	0.35%	0.35%
AMZN	C	8.25%	8.96%	8.25%
AVGO	B	1.49%	0.56%	0.56%
BA	F	0.58%	0.54%	0.54%
BSX	A	0.3%	0.76%	0.3%
DDOG	B	0.19%	0.13%	0.13%
DELL	C	0.44%	0.21%	0.21%
DHR	D	0.34%	0.33%	0.33%
GE	B	0.44%	0.24%	0.24%
GLW	C	0.23%	0.13%	0.13%
GM	D	1.79%	0.05%	0.05%
GOOGL	B	8.06%	6.8%	6.8%
INTU	F	0.51%	0.29%	0.29%
ISRG	C	0.23%	0.27%	0.23%
LLY	D	1.9%	2.86%	1.9%
LRCX	D	0.27%	0.13%	0.13%
META	A	6.84%	4.95%	4.95%
MRK	F	4.25%	0.22%	0.22%
MRNA	F	0.41%	0.08%	0.08%
MRVL	C	0.36%	1.17%	0.36%
MSFT	D	5.2%	9.06%	5.2%
MU	D	0.45%	0.3%	0.3%
NFLX	A	0.54%	2.29%	0.54%
NOW	B	0.51%	0.32%	0.32%
NVDA	B	1.76%	13.65%	1.76%
ORCL	A	2.07%	0.18%	0.18%
PG	D	0.4%	0.29%	0.29%
PINS	D	0.15%	0.07%	0.07%
QCOM	D	1.34%	0.2%	0.2%
REGN	D	0.79%	0.84%	0.79%
RIVN	F	0.38%	0.27%	0.27%
SNOW	F	0.24%	0.13%	0.13%
SNPS	F	0.33%	0.07%	0.07%
SPOT	C	0.38%	0.08%	0.08%
SQ	D	0.57%	0.28%	0.28%
SYK	C	0.27%	0.18%	0.18%
TMO	D	0.28%	0.07%	0.07%
TSLA	C	1.2%	0.98%	0.98%
UBER	C	0.66%	1.21%	0.66%
WDC	C	0.32%	0.2%	0.2%

LRND Overweight 54 Positions Relative to FBCG

Symbol	Grade	Weight
JNJ	D	3.21%
INTC	D	2.37%
BMY	A	2.28%
PFE	D	2.13%
IBM	A	1.71%
CSCO	A	1.68%
ABBV	C	1.63%
F	D	1.41%
GILD	A	1.33%
CRM	B	1.09%
AMGN	D	1.02%
PYPL	A	0.74%
VRTX	D	0.66%
RTX	A	0.63%
MDT	C	0.58%
ABT	C	0.57%
WDAY	D	0.54%
CAT	A	0.5%
EA	D	0.48%
DE	C	0.48%
MMM	C	0.46%
HPE	B	0.44%
TXN	C	0.38%
TEAM	D	0.38%
PANW	B	0.36%
LMT	A	0.36%
EBAY	A	0.36%
BIIB	F	0.35%
CMI	A	0.34%
INCY	B	0.33%
RBLX	D	0.32%
EXPE	B	0.31%
ILMN	B	0.31%
ADI	B	0.3%
ADSK	B	0.3%
HPQ	B	0.3%
GEHC	C	0.29%
ACN	B	0.29%
U	D	0.29%
CTVA	A	0.29%
NOC	B	0.28%
HON	C	0.27%
LCID	F	0.27%
DASH	A	0.25%
APTV	D	0.24%
CDNS	D	0.24%
JNPR	C	0.24%
BDX	C	0.23%
EXEL	B	0.23%
CNH	C	0.22%
KLAC	B	0.22%
NTAP	D	0.19%
MCHP	F	0.18%
EW	F	0.15%

LRND Underweight 149 Positions Relative to FBCG

Symbol	Grade	Weight
SNAP	D	-1.39%
NXPI	F	-1.29%
UNH	B	-1.26%
MA	A	-1.1%
LOW	C	-1.01%
TSM	B	-0.8%
ON	F	-0.62%
LULU	D	-0.58%
DECK	B	-0.57%
TJX	D	-0.57%
NVO	F	-0.55%
GFS	F	-0.52%
MPWR	B	-0.48%
CVNA	A	-0.48%
ZTS	C	-0.48%
ANF	D	-0.47%
CMG	C	-0.47%
LYFT	D	-0.45%
COIN	F	-0.41%
NKE	D	-0.39%
AXP	A	-0.39%
OKTA	F	-0.39%
WMT	A	-0.37%
SBUX	B	-0.35%
FANG	D	-0.34%
AEO	C	-0.34%
PDD	B	-0.33%
RH	C	-0.33%
DKS	D	-0.31%
TER	C	-0.31%
CROX	C	-0.28%
HUBS	D	-0.27%
ASML	F	-0.25%
V	B	-0.24%
EOG	B	-0.24%
GS	B	-0.23%
WELL	C	-0.22%
PGR	B	-0.22%
PVH	D	-0.21%
XOM	A	-0.21%
SGBX	F	-0.21%
HWM	A	-0.2%
DKNG	C	-0.2%
C	B	-0.19%
OXY	D	-0.18%
WRBY	B	-0.16%
ETN	B	-0.15%
SE	B	-0.14%
MCD	A	-0.14%
MS	A	-0.13%
THC	D	-0.13%
OWL	A	-0.13%
CRS	B	-0.13%
MAR	A	-0.13%
PENN	D	-0.13%
RDDT	B	-0.12%
FDX	F	-0.12%
SN	A	-0.12%
OLLI	C	-0.12%
KKR	A	-0.11%
SHOP	B	-0.11%
CZR	B	-0.11%
FLUT	B	-0.11%
ZM	B	-0.11%
TGT	C	-0.11%
FIVE	D	-0.1%
CELH	F	-0.1%
APO	A	-0.1%
MDB	D	-0.1%
DHI	C	-0.1%
ANET	A	-0.1%
PM	D	-0.1%
ATI	C	-0.09%
GEV	A	-0.09%
TEVA	D	-0.09%
TMUS	A	-0.08%
QRVO	F	-0.07%
EXP	C	-0.07%
Z	C	-0.07%
EL	D	-0.07%
MCO	D	-0.07%
LEGN	F	-0.06%
GAP	F	-0.06%
SAP	C	-0.06%
BLDR	C	-0.06%
ENPH	F	-0.06%
TOST	B	-0.06%
HD	A	-0.06%
SHW	C	-0.06%
APP	A	-0.06%
MLM	F	-0.06%
SPR	D	-0.06%
VMC	D	-0.06%
BLD	D	-0.06%
PHM	C	-0.06%
DUOL	B	-0.05%
LIN	C	-0.05%
CHRW	C	-0.05%
KVUE	C	-0.05%
FCX	B	-0.05%
EME	B	-0.05%
JEF	A	-0.05%
TDG	A	-0.05%
ALGM	F	-0.05%
CIEN	A	-0.05%
WSM	C	-0.05%
ACVA	C	-0.05%
AYI	A	-0.05%
ELF	F	-0.05%
GRMN	D	-0.04%
KEY	B	-0.04%
FSLR	C	-0.04%
TKO	A	-0.04%
HDB	D	-0.04%
BRK.A	B	-0.04%
COST	C	-0.04%
PLTR	A	-0.04%
TPR	B	-0.03%
LNG	A	-0.03%
TTD	A	-0.03%
HIMS	C	-0.03%
ONON	A	-0.03%
RCL	B	-0.03%
WSO	C	-0.03%
NTRA	A	-0.03%
USB	C	-0.03%
IP	C	-0.03%
MMYT	B	-0.03%
TT	A	-0.03%
HSY	D	-0.03%
PI	A	-0.03%
TMDX	D	-0.03%
HLT	A	-0.03%
FLR	B	-0.03%
TTWO	D	-0.03%
RL	B	-0.03%
CCL	C	-0.03%
MCK	F	-0.03%
AZEK	D	-0.03%
GKOS	B	-0.03%
NVT	C	-0.02%
MASI	B	-0.02%
FL	F	-0.02%
W	C	-0.02%
DXCM	F	-0.01%
MSGE	B	-0.01%
ASND	C	-0.01%
LHX	A	-0.0%
LW	D	-0.0%