LRND vs. HAPI ETF Comparison

Comparison of IQ U.S. Large Cap R&D Leaders ETF (LRND) to Harbor Corporate Culture ETF (HAPI)

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

$33.89

Average Daily Volume

416

Number of Holdings ^*

* may have additional holdings in another (foreign) market

HAPI

Harbor Corporate Culture ETF

HAPI Description

The fund invests at least 80% of its total assets in securities that are included in the index. The index consists of a modified market capitalization-weighted portfolio of equity securities of approximately 150 U.S. companies identified by Irrational Capital LLC ("Irrational Capital") as those the advisor believes to possess strong corporate culture based on its proprietary scoring methodology.

Grade (RS Rating)

Last Trade

$36.20

Average Daily Volume

5,644

Number of Holdings ^*

151

* may have additional holdings in another (foreign) market

Performance

Period	LRND	HAPI
30 Days	2.07%	2.60%
60 Days	2.22%	4.98%
90 Days	4.29%	6.65%
12 Months	28.44%	35.11%

55 Overlapping Holdings

Symbol	Grade	Weight in LRND	Weight in HAPI	Overlap
AAPL	C	5.93%	5.25%	5.25%
ABNB	C	0.36%	0.49%	0.36%
ADBE	C	0.7%	0.74%	0.7%
ADSK	A	0.3%	0.2%	0.2%
ALNY	D	0.18%	0.17%	0.17%
AMAT	F	0.54%	0.76%	0.54%
AMD	F	1.05%	0.67%	0.67%
AMGN	D	0.85%	0.89%	0.85%
AMZN	C	8.83%	5.0%	5.0%
BDX	F	0.21%	0.36%	0.21%
BSX	B	0.3%	1.15%	0.3%
CAT	B	0.43%	1.13%	0.43%
CDNS	B	0.31%	0.24%	0.24%
CMI	A	0.34%	0.29%	0.29%
CRM	B	1.2%	0.94%	0.94%
CSCO	B	1.69%	0.75%	0.75%
CTVA	C	0.26%	0.31%	0.26%
DE	A	0.43%	0.67%	0.43%
EBAY	D	0.29%	0.29%	0.29%
EW	C	0.22%	0.21%	0.21%
EXPE	B	0.33%	0.26%	0.26%
F	C	1.62%	0.16%	0.16%
GE	D	0.33%	1.05%	0.33%
GEHC	F	0.23%	0.15%	0.15%
GILD	C	1.17%	0.65%	0.65%
GOOGL	C	8.96%	3.2%	3.2%
HON	B	0.32%	0.95%	0.32%
HPE	B	0.5%	0.09%	0.09%
HPQ	B	0.34%	0.12%	0.12%
IBM	C	1.3%	0.6%	0.6%
INTC	D	3.6%	0.32%	0.32%
INTU	C	0.56%	0.57%	0.56%
ISRG	A	0.23%	1.01%	0.23%
JNJ	D	2.7%	2.09%	2.09%
KLAC	D	0.2%	0.25%	0.2%
LLY	F	1.55%	2.89%	1.55%
LMT	D	0.27%	0.83%	0.27%
META	D	6.33%	3.22%	3.22%
MRVL	B	0.44%	0.24%	0.24%
MSFT	F	5.41%	4.3%	4.3%
NFLX	A	0.64%	1.14%	0.64%
NOC	D	0.21%	0.45%	0.21%
NOW	A	0.49%	0.63%	0.49%
NTAP	C	0.19%	0.08%	0.08%
NVDA	C	2.45%	8.04%	2.45%
PANW	C	0.39%	0.34%	0.34%
PFE	D	1.72%	0.77%	0.77%
PG	A	0.38%	1.56%	0.38%
QCOM	F	1.63%	0.56%	0.56%
RBLX	C	0.29%	0.07%	0.07%
SNPS	B	0.4%	0.24%	0.24%
SPOT	B	0.4%	0.17%	0.17%
TEAM	A	0.61%	0.13%	0.13%
TXN	C	0.37%	0.61%	0.37%
WDAY	B	0.51%	0.16%	0.16%

LRND Overweight 44 Positions Relative to HAPI

Symbol	Grade	Weight
MRK	F	2.9%
GM	B	2.19%
BMY	B	2.13%
ORCL	B	1.91%
AVGO	D	1.58%
VRTX	F	1.54%
ABBV	D	1.24%
TSLA	B	1.22%
SQ	B	0.72%
MU	D	0.69%
BA	F	0.66%
PYPL	B	0.63%
DELL	C	0.63%
UBER	D	0.56%
REGN	F	0.55%
RTX	C	0.55%
EA	A	0.55%
INCY	C	0.54%
ABT	B	0.54%
MDT	D	0.52%
MRNA	F	0.5%
WDC	D	0.35%
LRCX	F	0.34%
SNOW	C	0.34%
BIIB	F	0.31%
RIVN	F	0.3%
MMM	D	0.29%
SYK	C	0.28%
ADI	D	0.27%
DHR	F	0.26%
DASH	A	0.26%
ACN	C	0.26%
ILMN	D	0.25%
EXEL	B	0.25%
DDOG	A	0.22%
PINS	D	0.21%
TMO	F	0.21%
GLW	B	0.21%
CNH	C	0.2%
JNPR	F	0.2%
APTV	D	0.19%
U	C	0.17%
MCHP	D	0.17%
LCID	F	0.12%

LRND Underweight 96 Positions Relative to HAPI

Symbol	Grade	Weight
JPM	A	-3.99%
GOOG	C	-2.81%
MA	C	-2.54%
CVX	A	-2.07%
BAC	A	-1.88%
XLC	A	-1.59%
BKNG	A	-1.52%
MS	A	-1.02%
KO	D	-0.93%
AXP	A	-0.91%
BLK	C	-0.87%
PEP	F	-0.84%
MELI	D	-0.76%
BX	A	-0.71%
MAR	B	-0.68%
SO	D	-0.64%
FCX	D	-0.61%
DUK	C	-0.6%
HLT	A	-0.58%
WMB	A	-0.56%
PLD	D	-0.56%
KKR	A	-0.5%
GEV	B	-0.48%
ZTS	D	-0.46%
EQIX	A	-0.46%
CME	A	-0.44%
GWW	B	-0.41%
ADP	B	-0.39%
SLB	C	-0.38%
MO	A	-0.38%
MDLZ	F	-0.35%
TRV	B	-0.33%
NKE	D	-0.33%
LULU	C	-0.31%
URI	B	-0.31%
SPG	B	-0.31%
CL	D	-0.3%
DOW	F	-0.29%
DD	D	-0.29%
LHX	C	-0.28%
OXY	D	-0.27%
ANET	C	-0.27%
PWR	A	-0.26%
BKR	B	-0.26%
EXC	C	-0.26%
ED	D	-0.23%
DAL	C	-0.23%
EIX	B	-0.22%
CRWD	B	-0.21%
EXR	D	-0.2%
RMD	C	-0.2%
STLD	B	-0.2%
A	D	-0.2%
BLDR	D	-0.19%
ACGL	D	-0.19%
HIG	B	-0.19%
KMB	D	-0.18%
FTNT	C	-0.18%
FICO	B	-0.17%
AEE	A	-0.16%
NDAQ	A	-0.16%
DTE	C	-0.16%
GIS	D	-0.15%
SYF	B	-0.15%
TTD	B	-0.15%
MSCI	C	-0.15%
BRO	B	-0.14%
SBAC	D	-0.14%
STZ	D	-0.14%
IT	C	-0.13%
CINF	A	-0.13%
PFG	D	-0.12%
CBOE	B	-0.12%
ARES	A	-0.12%
BAH	F	-0.11%
PHM	D	-0.11%
ESS	B	-0.11%
LII	A	-0.11%
HUBS	A	-0.1%
LUV	C	-0.1%
BR	A	-0.09%
ANSS	B	-0.09%
ROK	B	-0.09%
BG	F	-0.08%
MOH	F	-0.08%
DOC	D	-0.07%
CPT	B	-0.07%
ZBRA	B	-0.06%
FDS	B	-0.06%
BMRN	D	-0.06%
TRMB	B	-0.05%
TER	D	-0.05%
MDB	C	-0.05%
J	F	-0.05%
EPAM	C	-0.04%
BSY	D	-0.03%