LRND vs. JPUS ETF Comparison

Comparison of IQ U.S. Large Cap R&D Leaders ETF (LRND) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)

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

JPUS

JPMorgan Diversified Return U.S. Equity ETF

JPUS Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell 1000 Diversified Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics, originally developed by the adviser. Holdings in the underlying index are selected by the index provider primarily from the constituents of the Russell 1000 Index, a larger Russell index, which is comprised of large- and mid-cap equity securities in the United States.

Grade (RS Rating)

Last Trade

$122.50

Average Daily Volume

6,905

Number of Holdings ^*

355

* may have additional holdings in another (foreign) market

Performance

Period	LRND	JPUS
30 Days	2.07%	2.72%
60 Days	2.22%	2.86%
90 Days	4.29%	5.12%
12 Months	28.44%	27.89%

43 Overlapping Holdings

Symbol	Grade	Weight in LRND	Weight in JPUS	Overlap
AAPL	C	5.93%	0.36%	0.36%
ABBV	D	1.24%	0.33%	0.33%
ABT	B	0.54%	0.31%	0.31%
ACN	C	0.26%	0.32%	0.26%
ADBE	C	0.7%	0.05%	0.05%
ADI	D	0.27%	0.35%	0.27%
AMAT	F	0.54%	0.31%	0.31%
AMGN	D	0.85%	0.35%	0.35%
AVGO	D	1.58%	0.38%	0.38%
BDX	F	0.21%	0.19%	0.19%
BMY	B	2.13%	0.25%	0.25%
CAT	B	0.43%	0.28%	0.28%
CDNS	B	0.31%	0.33%	0.31%
CMI	A	0.34%	0.42%	0.34%
CSCO	B	1.69%	0.41%	0.41%
CTVA	C	0.26%	0.3%	0.26%
DHR	F	0.26%	0.27%	0.26%
EA	A	0.55%	0.19%	0.19%
F	C	1.62%	0.19%	0.19%
GEHC	F	0.23%	0.22%	0.22%
GILD	C	1.17%	0.35%	0.35%
GOOGL	C	8.96%	0.11%	0.11%
HPE	B	0.5%	0.3%	0.3%
IBM	C	1.3%	0.3%	0.3%
INTU	C	0.56%	0.36%	0.36%
JNPR	F	0.2%	0.38%	0.2%
KLAC	D	0.2%	0.32%	0.2%
LLY	F	1.55%	0.33%	0.33%
LMT	D	0.27%	0.36%	0.27%
LRCX	F	0.34%	0.26%	0.26%
MDT	D	0.52%	0.23%	0.23%
META	D	6.33%	0.42%	0.42%
MRK	F	2.9%	0.26%	0.26%
MSFT	F	5.41%	0.35%	0.35%
NTAP	C	0.19%	0.31%	0.19%
NVDA	C	2.45%	0.45%	0.45%
ORCL	B	1.91%	0.41%	0.41%
PG	A	0.38%	0.36%	0.36%
QCOM	F	1.63%	0.3%	0.3%
REGN	F	0.55%	0.26%	0.26%
SYK	C	0.28%	0.28%	0.28%
TMO	F	0.21%	0.15%	0.15%
VRTX	F	1.54%	0.37%	0.37%

LRND Overweight 56 Positions Relative to JPUS

Symbol	Grade	Weight
AMZN	C	8.83%
INTC	D	3.6%
JNJ	D	2.7%
GM	B	2.19%
PFE	D	1.72%
TSLA	B	1.22%
CRM	B	1.2%
AMD	F	1.05%
SQ	B	0.72%
MU	D	0.69%
BA	F	0.66%
NFLX	A	0.64%
PYPL	B	0.63%
DELL	C	0.63%
TEAM	A	0.61%
UBER	D	0.56%
RTX	C	0.55%
INCY	C	0.54%
WDAY	B	0.51%
MRNA	F	0.5%
NOW	A	0.49%
MRVL	B	0.44%
DE	A	0.43%
SPOT	B	0.4%
SNPS	B	0.4%
PANW	C	0.39%
TXN	C	0.37%
ABNB	C	0.36%
WDC	D	0.35%
SNOW	C	0.34%
HPQ	B	0.34%
EXPE	B	0.33%
GE	D	0.33%
HON	B	0.32%
BIIB	F	0.31%
RIVN	F	0.3%
BSX	B	0.3%
ADSK	A	0.3%
EBAY	D	0.29%
RBLX	C	0.29%
MMM	D	0.29%
DASH	A	0.26%
ILMN	D	0.25%
EXEL	B	0.25%
ISRG	A	0.23%
DDOG	A	0.22%
EW	C	0.22%
PINS	D	0.21%
GLW	B	0.21%
NOC	D	0.21%
CNH	C	0.2%
APTV	D	0.19%
ALNY	D	0.18%
U	C	0.17%
MCHP	D	0.17%
LCID	F	0.12%

LRND Underweight 312 Positions Relative to JPUS

Symbol	Grade	Weight
VST	B	-0.64%
SYF	B	-0.52%
CIEN	B	-0.52%
UNM	A	-0.51%
TRGP	B	-0.5%
KMI	A	-0.48%
ANET	C	-0.47%
TMUS	B	-0.47%
NRG	B	-0.46%
PFGC	B	-0.46%
ETR	B	-0.46%
IP	B	-0.46%
PWR	A	-0.46%
MCK	B	-0.46%
COF	B	-0.45%
USFD	A	-0.44%
ETN	A	-0.43%
TAP	C	-0.43%
KR	B	-0.43%
GWW	B	-0.43%
FCNCA	A	-0.43%
MSI	B	-0.43%
GRMN	B	-0.43%
CEG	D	-0.42%
ALSN	B	-0.42%
APH	A	-0.42%
INGR	B	-0.42%
CMCSA	B	-0.42%
TOL	B	-0.42%
UTHR	C	-0.42%
XOM	B	-0.41%
JLL	D	-0.41%
WMB	A	-0.41%
CLH	B	-0.41%
WM	A	-0.41%
SPG	B	-0.41%
NI	A	-0.41%
CASY	A	-0.41%
PEG	A	-0.41%
RSG	A	-0.4%
VLO	C	-0.4%
HST	C	-0.4%
CHTR	C	-0.4%
THC	D	-0.4%
T	A	-0.4%
WELL	A	-0.4%
FANG	D	-0.39%
HIG	B	-0.39%
BRK.A	B	-0.39%
PM	B	-0.39%
PH	A	-0.39%
MO	A	-0.39%
KVUE	A	-0.39%
IRM	D	-0.39%
PNW	B	-0.39%
PGR	A	-0.39%
LAMR	D	-0.39%
PPL	B	-0.39%
COR	B	-0.39%
FAST	B	-0.39%
PHM	D	-0.38%
RS	B	-0.38%
VZ	C	-0.38%
AM	A	-0.38%
OHI	C	-0.38%
AFL	B	-0.38%
REG	B	-0.38%
K	A	-0.38%
STLD	B	-0.38%
NVR	D	-0.38%
LOW	D	-0.37%
TSN	B	-0.37%
ESS	B	-0.37%
SRE	A	-0.37%
DVA	B	-0.37%
ORLY	B	-0.37%
FYBR	D	-0.37%
SO	D	-0.37%
MRO	B	-0.37%
BRX	A	-0.37%
CTSH	B	-0.37%
CAH	B	-0.36%
NXST	C	-0.36%
DGX	A	-0.36%
GD	F	-0.36%
HRB	D	-0.36%
OGE	B	-0.36%
LEN	D	-0.36%
EIX	B	-0.36%
SCCO	F	-0.36%
DUK	C	-0.36%
XEL	A	-0.36%
MPC	D	-0.36%
SYY	B	-0.36%
CVS	D	-0.36%
DKS	C	-0.36%
MTG	C	-0.35%
HUBB	B	-0.35%
CI	F	-0.35%
FNF	B	-0.35%
CTRA	B	-0.35%
PSX	C	-0.35%
CUBE	D	-0.35%
CLX	B	-0.35%
POST	C	-0.35%
AZO	C	-0.35%
HRL	D	-0.35%
CVX	A	-0.35%
ADM	D	-0.34%
PSA	D	-0.34%
D	C	-0.34%
PAG	B	-0.34%
ITW	B	-0.34%
KHC	F	-0.34%
TJX	A	-0.34%
HCA	F	-0.34%
GLPI	C	-0.34%
FE	C	-0.34%
CHD	B	-0.34%
ED	D	-0.34%
WEC	A	-0.34%
BG	F	-0.34%
LNG	B	-0.34%
TSCO	D	-0.34%
KMB	D	-0.34%
BLDR	D	-0.34%
OC	A	-0.34%
UNH	C	-0.34%
PEP	F	-0.34%
EVRG	A	-0.34%
CPB	D	-0.33%
VICI	C	-0.33%
GIS	D	-0.33%
MDLZ	F	-0.33%
HBAN	A	-0.33%
UHS	D	-0.33%
X	C	-0.33%
KO	D	-0.33%
DHI	D	-0.33%
KIM	A	-0.33%
BAH	F	-0.32%
WLK	D	-0.32%
CAG	D	-0.32%
EOG	A	-0.32%
IT	C	-0.32%
EMN	D	-0.32%
CL	D	-0.32%
CF	B	-0.32%
BAC	A	-0.31%
ACI	C	-0.31%
FITB	A	-0.31%
ACGL	D	-0.31%
LYB	F	-0.31%
EXC	C	-0.31%
UGI	A	-0.31%
WY	D	-0.31%
AEP	D	-0.31%
WSM	B	-0.31%
AVB	B	-0.31%
STZ	D	-0.31%
MAS	D	-0.3%
DTE	C	-0.3%
AOS	F	-0.3%
NUE	C	-0.3%
PKG	A	-0.3%
ESI	A	-0.3%
NFG	A	-0.3%
JEF	A	-0.3%
ORI	A	-0.3%
ECL	D	-0.29%
AMP	A	-0.29%
LH	C	-0.28%
CMS	C	-0.28%
HOLX	D	-0.28%
GNTX	C	-0.28%
EG	C	-0.28%
RPM	A	-0.28%
COP	C	-0.28%
LIN	D	-0.28%
ZTS	D	-0.27%
SPB	C	-0.27%
WST	C	-0.27%
UNP	C	-0.27%
CB	C	-0.27%
HSY	F	-0.26%
OLN	D	-0.26%
KDP	D	-0.26%
DOW	F	-0.26%
ELV	F	-0.26%
AVY	D	-0.26%
DINO	D	-0.26%
FCX	D	-0.25%
VTR	C	-0.25%
STE	F	-0.25%
MSM	C	-0.25%
CBOE	B	-0.25%
BBY	D	-0.24%
ITT	A	-0.24%
SAM	C	-0.24%
PK	B	-0.24%
TGT	F	-0.24%
ALLY	C	-0.24%
SNX	C	-0.24%
DRI	B	-0.24%
DOX	D	-0.24%
BRBR	A	-0.24%
RVTY	F	-0.23%
PR	B	-0.23%
ROST	C	-0.23%
APO	B	-0.23%
STAG	F	-0.23%
VTRS	A	-0.23%
LDOS	C	-0.22%
OMF	A	-0.22%
IFF	D	-0.21%
FLO	D	-0.21%
EXP	A	-0.21%
COKE	C	-0.21%
WPC	D	-0.21%
PPC	C	-0.21%
CNM	D	-0.21%
BPOP	B	-0.21%
MAA	B	-0.21%
SJM	D	-0.21%
GAP	C	-0.2%
EQR	B	-0.2%
CE	F	-0.2%
MEDP	D	-0.19%
TKR	D	-0.19%
ASH	D	-0.19%
R	B	-0.18%
NEM	D	-0.18%
BKNG	A	-0.18%
CLF	F	-0.18%
STWD	C	-0.18%
SCI	B	-0.18%
M	D	-0.18%
NEU	C	-0.18%
CSL	C	-0.17%
MOS	F	-0.17%
UI	A	-0.17%
RGA	A	-0.17%
EPR	D	-0.17%
RHI	B	-0.17%
CPT	B	-0.17%
DTM	B	-0.17%
CCI	D	-0.16%
FR	C	-0.16%
HUN	F	-0.16%
ATO	A	-0.16%
NNN	D	-0.16%
KRC	C	-0.16%
CHE	D	-0.16%
HIW	D	-0.15%
IPG	D	-0.15%
CACI	D	-0.14%
SWKS	F	-0.14%
MOH	F	-0.14%
STT	A	-0.13%
CSX	B	-0.13%
DFS	B	-0.13%
FBIN	D	-0.12%
WRB	A	-0.12%
VIRT	B	-0.12%
SLM	A	-0.11%
VVV	F	-0.11%
USB	A	-0.11%
WU	D	-0.11%
DVN	F	-0.1%
CRUS	D	-0.1%
OXY	D	-0.1%
SMG	D	-0.1%
PRU	A	-0.1%
PFG	D	-0.1%
CARR	D	-0.09%
LOPE	B	-0.09%
FRT	B	-0.09%
RF	A	-0.09%
RGLD	C	-0.08%
SAIC	F	-0.08%
LPX	B	-0.08%
TNL	A	-0.07%
CFG	B	-0.07%
RBC	A	-0.07%
GEN	B	-0.07%
RMD	C	-0.07%
PCAR	B	-0.06%
DLB	B	-0.06%
NKE	D	-0.06%
AFG	A	-0.06%
KEY	B	-0.06%
EGP	F	-0.06%
IRDM	D	-0.06%
AGO	B	-0.05%
NSA	D	-0.05%
CBRE	B	-0.05%
CWEN	C	-0.05%
MMC	B	-0.05%
RRC	B	-0.05%
VLTO	D	-0.04%
SSNC	B	-0.04%
LSTR	D	-0.04%
CRI	D	-0.03%
FTRE	D	-0.03%
HOG	D	-0.03%
MNST	C	-0.03%
LEG	F	-0.02%
IDA	A	-0.02%
PLD	D	-0.01%
KSS	F	-0.01%
SON	D	-0.01%
ROKU	D	-0.0%