LRND vs. RECS ETF Comparison

Comparison of IQ U.S. Large Cap R&D Leaders ETF (LRND) to Columbia Research Enhanced Core ETF (RECS)

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

$33.24

Average Daily Volume

365

Number of Holdings ^*

* may have additional holdings in another (foreign) market

RECS

Columbia Research Enhanced Core ETF

RECS Description

The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Equity Index. The fund invests at least 80% of its assets in the securities of the index. The index is comprised of a subset of the companies within the Russell 1000® Index. The index was designed to reflect the performance of U.S. large- and mid-cap growth and value companies through the application of a rules-based methodology, which typically results in approximately 325-400 Index holdings, but this range can fluctuate because the index has no constraints on number of holdings.

Grade (RS Rating)

Last Trade

$33.75

Average Daily Volume

252,272

Number of Holdings ^*

357

* may have additional holdings in another (foreign) market

Performance

Period	LRND	RECS
30 Days	2.38%	2.09%
60 Days	1.49%	3.72%
90 Days	1.85%	4.85%
12 Months	30.82%	32.65%

47 Overlapping Holdings

Symbol	Grade	Weight in LRND	Weight in RECS	Overlap
AAPL	C	6.45%	8.23%	6.45%
ABBV	C	1.65%	0.68%	0.68%
ADBE	F	0.73%	0.59%	0.59%
ALNY	C	0.33%	0.06%	0.06%
AMGN	B	1.08%	0.35%	0.35%
AMZN	C	8.48%	4.88%	4.88%
BDX	D	0.23%	0.46%	0.23%
BIIB	F	0.36%	0.06%	0.06%
BMY	C	2.23%	0.67%	0.67%
CAT	B	0.45%	0.78%	0.45%
CMI	C	0.33%	0.19%	0.19%
CRM	D	1.04%	0.62%	0.62%
CSCO	C	1.62%	0.53%	0.53%
DDOG	D	0.18%	0.08%	0.08%
DELL	D	0.44%	0.07%	0.07%
EA	D	0.5%	0.09%	0.09%
EXEL	C	0.24%	0.01%	0.01%
EXPE	C	0.29%	0.06%	0.06%
GILD	B	1.35%	0.19%	0.19%
GOOGL	D	7.86%	2.22%	2.22%
HPE	D	0.38%	0.06%	0.06%
HPQ	D	0.29%	0.09%	0.09%
INCY	C	0.33%	0.02%	0.02%
INTU	C	0.56%	0.45%	0.45%
JNJ	C	3.37%	2.71%	2.71%
JNPR	B	0.25%	0.03%	0.03%
LMT	C	0.36%	0.55%	0.36%
LRCX	F	0.26%	0.26%	0.26%
MDT	C	0.6%	0.8%	0.6%
META	B	6.45%	2.88%	2.88%
MMM	B	0.46%	0.34%	0.34%
MRNA	F	0.43%	0.04%	0.04%
MSFT	C	5.35%	8.23%	5.35%
NOW	B	0.52%	0.46%	0.46%
NTAP	D	0.19%	0.06%	0.06%
NVDA	D	1.77%	7.43%	1.77%
PANW	D	0.37%	0.27%	0.27%
PG	C	0.41%	2.18%	0.41%
PINS	F	0.14%	0.04%	0.04%
PYPL	B	0.68%	0.41%	0.41%
QCOM	D	1.36%	0.49%	0.49%
REGN	C	0.9%	0.23%	0.23%
SPOT	B	0.36%	0.12%	0.12%
TEAM	D	0.41%	0.06%	0.06%
TMO	B	0.28%	1.57%	0.28%
UBER	C	0.65%	0.65%	0.65%
VRTX	D	0.7%	0.25%	0.25%

LRND Overweight 52 Positions Relative to RECS

Symbol	Grade	Weight
MRK	D	4.46%
PFE	C	2.21%
INTC	F	2.04%
LLY	C	2.03%
ORCL	C	2.02%
GM	C	1.9%
IBM	B	1.71%
AVGO	C	1.49%
F	F	1.47%
AMD	D	1.12%
TSLA	C	1.08%
RTX	C	0.64%
BA	F	0.62%
ABT	C	0.6%
WDAY	D	0.57%
SQ	D	0.56%
NFLX	B	0.54%
AMAT	D	0.49%
RIVN	F	0.48%
DE	B	0.46%
GE	B	0.43%
MU	F	0.4%
MRVL	C	0.39%
TXN	C	0.38%
EBAY	B	0.36%
RBLX	B	0.34%
DHR	B	0.34%
SNPS	D	0.33%
ADI	C	0.31%
BSX	B	0.31%
LCID	C	0.31%
WDC	D	0.31%
ILMN	C	0.31%
ADSK	C	0.3%
CTVA	B	0.29%
ACN	C	0.29%
ABNB	D	0.28%
SYK	C	0.28%
NOC	B	0.28%
GEHC	C	0.27%
HON	D	0.27%
U	D	0.26%
CDNS	D	0.25%
SNOW	F	0.25%
DASH	C	0.24%
KLAC	D	0.23%
APTV	D	0.23%
ISRG	B	0.23%
GLW	C	0.22%
CNH	D	0.21%
MCHP	F	0.18%
EW	F	0.16%

LRND Underweight 310 Positions Relative to RECS

Symbol	Grade	Weight
JPM	D	-3.38%
GOOG	D	-1.88%
XOM	C	-1.55%
BAC	D	-1.51%
WFC	D	-1.07%
PM	C	-1.04%
CVX	D	-0.75%
BLK	B	-0.74%
UNP	C	-0.7%
CI	C	-0.69%
MMC	C	-0.64%
C	C	-0.63%
AMT	C	-0.62%
HCA	B	-0.53%
ADP	B	-0.52%
TJX	B	-0.51%
BKNG	C	-0.5%
MCK	F	-0.46%
MO	C	-0.46%
CL	D	-0.45%
CME	C	-0.45%
EQIX	C	-0.45%
UPS	D	-0.43%
DIS	D	-0.41%
WM	D	-0.38%
T	C	-0.38%
TT	B	-0.38%
TGT	C	-0.36%
PH	B	-0.35%
PCG	C	-0.34%
EXC	C	-0.32%
CTAS	B	-0.32%
SPG	B	-0.3%
BK	B	-0.3%
FDX	C	-0.3%
CSX	D	-0.3%
NUE	F	-0.28%
XEL	B	-0.28%
ALL	B	-0.28%
CNC	D	-0.27%
KMB	D	-0.26%
MET	B	-0.26%
EIX	C	-0.26%
ANET	B	-0.25%
VST	C	-0.25%
PRU	C	-0.24%
PPG	D	-0.24%
PCAR	D	-0.23%
ETR	B	-0.22%
GIS	B	-0.22%
EOG	D	-0.21%
DHI	B	-0.21%
PAYX	C	-0.2%
LYB	D	-0.2%
PLTR	B	-0.2%
DTE	C	-0.2%
HLT	B	-0.2%
ROST	C	-0.19%
CAH	C	-0.19%
MSI	B	-0.19%
KR	C	-0.19%
MTD	D	-0.19%
AEE	C	-0.18%
PSX	F	-0.17%
LEN	B	-0.17%
WTW	C	-0.17%
CSGP	D	-0.17%
MPC	F	-0.17%
OTIS	C	-0.17%
PKG	B	-0.16%
GPN	D	-0.16%
FITB	B	-0.16%
KHC	C	-0.16%
ZBH	F	-0.15%
RCL	B	-0.15%
CRWD	D	-0.15%
ADM	D	-0.15%
WAB	B	-0.14%
BAX	C	-0.14%
VRT	C	-0.14%
SBAC	C	-0.14%
STT	A	-0.14%
RJF	C	-0.13%
HOLX	B	-0.13%
WY	C	-0.13%
TROW	D	-0.13%
RS	D	-0.13%
STLD	F	-0.13%
DAL	C	-0.13%
VLO	F	-0.13%
FCNCA	D	-0.13%
FTV	C	-0.12%
ARE	C	-0.12%
LULU	D	-0.12%
NI	B	-0.12%
AVTR	B	-0.12%
FTNT	C	-0.12%
CF	C	-0.12%
RPM	B	-0.12%
CBOE	C	-0.12%
INVH	C	-0.12%
BLDR	C	-0.11%
OXY	F	-0.11%
MPWR	C	-0.11%
AES	C	-0.11%
THC	A	-0.11%
SYF	C	-0.11%
PHM	B	-0.11%
EVRG	B	-0.11%
K	B	-0.11%
BR	D	-0.11%
CE	F	-0.11%
TTD	B	-0.11%
FANG	D	-0.1%
DECK	C	-0.1%
NVR	B	-0.1%
EME	B	-0.09%
VTRS	D	-0.09%
LDOS	B	-0.09%
CSL	B	-0.09%
EG	C	-0.09%
AMH	C	-0.08%
EXP	B	-0.08%
APP	C	-0.08%
WPC	C	-0.08%
EXPD	C	-0.08%
UAL	C	-0.08%
L	C	-0.08%
CAG	C	-0.08%
RGA	C	-0.08%
MAS	B	-0.08%
MOS	F	-0.07%
HST	C	-0.07%
JLL	B	-0.07%
CCL	C	-0.07%
SNA	C	-0.07%
QGEN	C	-0.07%
SOLV	C	-0.07%
WSM	D	-0.07%
BG	D	-0.07%
SWK	B	-0.07%
SSNC	B	-0.07%
GLPI	C	-0.07%
EQH	C	-0.07%
RPRX	C	-0.07%
AIZ	B	-0.06%
FIX	B	-0.06%
TOL	B	-0.06%
CVNA	B	-0.06%
MEDP	F	-0.06%
JEF	B	-0.06%
UNM	B	-0.06%
ACM	B	-0.06%
EWBC	D	-0.06%
BURL	B	-0.06%
OC	D	-0.06%
XP	D	-0.05%
LECO	F	-0.05%
AOS	D	-0.05%
MRO	C	-0.05%
INGR	B	-0.05%
BRX	B	-0.05%
BLD	D	-0.05%
DKS	D	-0.05%
FHN	D	-0.05%
NNN	C	-0.05%
ELAN	D	-0.05%
TAP	D	-0.05%
SF	A	-0.05%
ITT	B	-0.05%
LPX	B	-0.05%
CACI	B	-0.05%
CTRA	D	-0.05%
CW	B	-0.05%
LVS	D	-0.05%
GL	C	-0.05%
APG	D	-0.04%
OGN	D	-0.04%
AXS	B	-0.04%
NTNX	C	-0.04%
XRAY	D	-0.04%
AYI	B	-0.04%
TPR	C	-0.04%
ARMK	B	-0.04%
LNW	B	-0.04%
GNRC	D	-0.04%
PSTG	F	-0.04%
MTG	B	-0.04%
WLK	D	-0.04%
DCI	C	-0.04%
WTFC	B	-0.04%
ZION	D	-0.04%
SEIC	C	-0.04%
CRBG	D	-0.04%
SWKS	D	-0.04%
UGI	C	-0.04%
STAG	C	-0.04%
TXRH	C	-0.04%
MANH	B	-0.04%
ZS	F	-0.04%
BRBR	C	-0.04%
ACI	F	-0.04%
VRSN	D	-0.04%
OLN	D	-0.04%
ZM	C	-0.04%
JAZZ	D	-0.04%
CLF	F	-0.04%
SON	C	-0.04%
NBIX	F	-0.03%
OZK	D	-0.03%
RYN	C	-0.03%
SLM	D	-0.03%
ESAB	C	-0.03%
RL	C	-0.03%
BMRN	F	-0.03%
PRGO	D	-0.03%
JHG	B	-0.03%
NEU	D	-0.03%
FLS	D	-0.03%
LNC	D	-0.03%
MSA	D	-0.03%
COLB	B	-0.03%
R	A	-0.03%
DOCU	C	-0.03%
NTRA	C	-0.03%
RHI	D	-0.03%
AMG	C	-0.03%
WYNN	D	-0.03%
CNM	F	-0.03%
FFIV	B	-0.03%
CROX	D	-0.03%
KEX	C	-0.03%
G	C	-0.03%
BEN	F	-0.03%
UTHR	C	-0.03%
SAIC	C	-0.03%
FTI	D	-0.03%
MHK	C	-0.03%
MIDD	D	-0.03%
HRB	C	-0.03%
MGM	F	-0.03%
ASH	D	-0.03%
WCC	D	-0.03%
SKX	D	-0.03%
ALSN	B	-0.03%
COKE	C	-0.03%
M	F	-0.02%
DBX	D	-0.02%
GTLB	D	-0.02%
VIRT	C	-0.02%
GAP	F	-0.02%
CIVI	F	-0.02%
PK	D	-0.02%
MAN	C	-0.02%
GTES	C	-0.02%
SRPT	D	-0.02%
PINC	C	-0.02%
CRUS	D	-0.02%
SMAR	C	-0.02%
MSM	D	-0.02%
AZTA	F	-0.02%
LSCC	D	-0.02%
CWEN	C	-0.02%
HIW	B	-0.02%
EPR	B	-0.02%
CIEN	C	-0.02%
NYT	C	-0.02%
WFRD	F	-0.02%
THO	D	-0.02%
PVH	F	-0.02%
WU	F	-0.02%
MTCH	C	-0.02%
WH	B	-0.02%
DTM	B	-0.02%
DINO	F	-0.02%
LEA	F	-0.02%
H	C	-0.02%
FOXA	B	-0.02%
EEFT	D	-0.02%
ROKU	C	-0.02%
SNX	D	-0.02%
SMG	C	-0.02%
KRC	B	-0.02%
NWSA	D	-0.02%
EXAS	C	-0.02%
QRVO	F	-0.02%
LEN	B	-0.01%
CNA	C	-0.01%
ADTN	D	-0.01%
NWS	D	-0.01%
CWEN	C	-0.01%
PEGA	C	-0.01%
APLS	F	-0.01%
AMKR	F	-0.01%
REYN	C	-0.01%
PPC	D	-0.01%
RARE	B	-0.01%
CRI	D	-0.01%
COLM	C	-0.01%
TNL	D	-0.01%
IONS	F	-0.01%
SAM	F	-0.01%
PATH	D	-0.01%
FOX	B	-0.01%
BILL	D	-0.01%
VKTX	C	-0.01%
PLTK	C	-0.0%
SEB	D	-0.0%
DDS	F	-0.0%
ALGM	F	-0.0%