LVOL vs. EQUL ETF Comparison

Comparison of American Century Low Volatility ETF (LVOL) to IQ Engender Equality ETF (EQUL)

LVOL

American Century Low Volatility ETF

LVOL Description

The investment seeks capital appreciation. The fund generally invests in common stocks of U.S. companies that have a market capitalization greater than $2 billion. It seeks to deliver a lower realized portfolio volatility than its benchmark, the S&P 500® Index, by utilizing a stock selection process that expands on traditional measures of price volatility by including measures of asymmetric volatility and seeking securities of businesses that demonstrate consistent cash-flows, stable operations, and strong balance sheets. The fund is an actively managed ETF that does not seek to replicate the performance of a specified index.

Grade (RS Rating)

Last Trade

$54.15

Average Daily Volume

242

Number of Holdings ^*

* may have additional holdings in another (foreign) market

EQUL

IQ Engender Equality ETF

EQUL Description

The EQUL IQ Engender Equality ETF tracks the Solactive Equileap U.S. Gender Equality Index, which is designed to deliver exposure to global companies that promote gender equality and are committed to women’s empowerment through equal compensation and gender balance in leadership and the workforce.

Grade (RS Rating)

Last Trade

$26.83

Average Daily Volume

104

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	LVOL	EQUL
30 Days	0.61%	1.23%
60 Days	5.27%	8.15%
90 Days	5.56%	9.13%
12 Months	26.63%	30.28%

22 Overlapping Holdings

Symbol	Grade	Weight in LVOL	Weight in EQUL	Overlap
ACN	B	2.61%	1.5%	1.5%
ADSK	C	0.71%	1.46%	0.71%
AXP	A	0.1%	1.44%	0.1%
BLK	B	0.28%	1.49%	0.28%
BSX	A	1.05%	1.31%	1.05%
CMI	B	1.07%	1.48%	1.07%
CRM	C	0.19%	1.44%	0.19%
ECL	A	0.87%	1.29%	0.87%
HOLX	D	0.22%	1.35%	0.22%
INTU	F	1.43%	1.29%	1.29%
JNJ	C	2.84%	1.34%	1.34%
KO	B	1.95%	1.38%	1.38%
MA	A	2.38%	1.34%	1.34%
MCD	A	1.29%	1.45%	1.29%
MCO	C	0.86%	1.4%	0.86%
MDLZ	C	0.21%	1.37%	0.21%
MRK	F	1.8%	1.06%	1.06%
PEP	D	1.31%	1.25%	1.25%
PG	C	2.76%	1.25%	1.25%
SPGI	C	1.45%	1.43%	1.43%
VRSK	D	0.44%	1.21%	0.44%
YUM	B	0.45%	1.22%	0.45%

LVOL Overweight 76 Positions Relative to EQUL

Symbol	Grade	Weight
MSFT	C	8.08%
AAPL	C	6.79%
V	C	2.91%
CSCO	A	2.66%
HD	A	2.54%
BRK.A	C	2.48%
LIN	B	2.39%
GOOGL	C	2.11%
AMZN	C	2.08%
COST	C	2.01%
MMC	D	1.89%
MDT	A	1.85%
APH	D	1.8%
CTAS	C	1.75%
TEL	D	1.72%
CTSH	C	1.46%
ABT	C	1.33%
DOX	B	1.28%
PAYX	A	1.23%
HON	B	1.21%
CB	A	1.2%
SHW	B	1.02%
PTC	D	0.99%
RSG	D	0.99%
CL	D	0.98%
GD	A	0.95%
WM	D	0.87%
MSI	A	0.82%
ITW	B	0.8%
DOV	C	0.77%
ROP	C	0.76%
GOOG	C	0.7%
SYK	C	0.67%
EA	D	0.67%
HIG	A	0.66%
IBM	C	0.65%
TDY	B	0.63%
AMP	A	0.6%
NDSN	B	0.58%
KMB	B	0.56%
TRV	C	0.5%
FAST	C	0.49%
GWW	A	0.49%
IT	C	0.45%
OTIS	A	0.4%
CMCSA	B	0.39%
WMT	A	0.35%
SNA	B	0.33%
LOW	A	0.3%
GRMN	D	0.3%
NTAP	D	0.29%
BR	B	0.28%
PKG	A	0.22%
DLB	D	0.2%
MAS	A	0.2%
AVY	B	0.2%
VRSN	C	0.19%
IEX	D	0.18%
FDS	C	0.17%
ZBH	F	0.17%
FFIV	C	0.15%
LLY	D	0.15%
JKHY	A	0.15%
ORLY	A	0.13%
CDW	D	0.12%
CW	A	0.11%
AJG	D	0.1%
AON	A	0.1%
ABBV	A	0.09%
ITT	B	0.09%
CHE	B	0.08%
GGG	B	0.08%
LSTR	D	0.08%
DCI	B	0.08%
AVB	C	0.06%
VLTO	C	0.04%

LVOL Underweight 53 Positions Relative to EQUL

Symbol	Grade	Weight
VFC	B	-1.71%
K	B	-1.69%
Z	C	-1.65%
AFRM	C	-1.63%
PYPL	B	-1.6%
DASH	B	-1.55%
GLOB	D	-1.5%
BK	C	-1.49%
EBAY	A	-1.48%
WEX	C	-1.47%
BMY	B	-1.47%
WELL	B	-1.47%
ILMN	C	-1.47%
CLX	B	-1.46%
MET	A	-1.44%
EXPE	B	-1.44%
HAS	A	-1.42%
GTLB	D	-1.4%
HALO	D	-1.39%
WTW	A	-1.38%
ZTS	B	-1.38%
GIS	B	-1.37%
META	A	-1.36%
VZ	A	-1.36%
HLT	B	-1.34%
IFF	C	-1.34%
NYT	B	-1.34%
AWK	C	-1.34%
UBER	C	-1.32%
SCI	C	-1.31%
SJM	B	-1.3%
PRU	C	-1.29%
CNC	F	-1.29%
IPG	C	-1.29%
ESS	C	-1.28%
PARA	F	-1.27%
C	B	-1.26%
MAR	B	-1.26%
BAC	D	-1.22%
DOW	B	-1.2%
WFC	D	-1.19%
XYL	B	-1.18%
GM	D	-1.18%
COTY	F	-1.16%
ETSY	F	-1.15%
CRL	F	-1.14%
LYFT	D	-1.13%
HUBS	D	-1.11%
F	D	-1.1%
BMRN	F	-1.02%
BIIB	F	-1.01%
PINS	D	-0.91%
WBA	F	-0.66%