SHE vs. WRND ETF Comparison

Comparison of SPDR SSGA Gender Diversity Index ETF (SHE) to IQ Global Equity R&D Leaders ETF (WRND)

SHE

SPDR SSGA Gender Diversity Index ETF

SHE Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA Gender Diversity Index, which tracks U.S. companies that are leaders in advancing women through gender diversity on their boards of directors and in management. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$119.89

Average Daily Volume

3,450

Number of Holdings ^*

239

* may have additional holdings in another (foreign) market

WRND

IQ Global Equity R&D Leaders ETF

WRND Description

IQ Global Equity 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 global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the IQ Global Equity R&D Leaders Index, by using full replication technique. IQ Global Equity R&D Leaders ETF was formed on December 14, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$29.08

Average Daily Volume

1,357

Number of Holdings ^*

112

* may have additional holdings in another (foreign) market

Performance

Period	SHE	WRND
30 Days	2.93%	-1.90%
60 Days	5.56%	-1.83%
90 Days	7.44%	-1.88%
12 Months	34.03%	18.15%

39 Overlapping Holdings

Symbol	Grade	Weight in SHE	Weight in WRND	Overlap
AAPL	C	4.14%	3.25%	3.25%
ABNB	C	0.36%	0.19%	0.19%
ABT	B	0.73%	0.3%	0.3%
ACN	C	4.39%	0.15%	0.15%
ADSK	A	1.25%	0.17%	0.17%
ALNY	D	0.12%	0.1%	0.1%
APTV	D	0.11%	0.1%	0.1%
BA	F	0.26%	0.36%	0.26%
BIIB	F	0.09%	0.17%	0.09%
CAT	B	0.94%	0.24%	0.24%
CMI	A	0.24%	0.19%	0.19%
CSCO	B	4.03%	0.93%	0.93%
DE	A	0.32%	0.24%	0.24%
EA	A	0.12%	0.3%	0.12%
EBAY	D	0.14%	0.16%	0.14%
GE	D	0.58%	0.18%	0.18%
GILD	C	0.42%	0.64%	0.42%
HON	B	0.52%	0.18%	0.18%
ILMN	D	0.08%	0.14%	0.08%
INCY	C	0.05%	0.29%	0.05%
INTC	D	1.87%	1.97%	1.87%
INTU	C	3.56%	0.3%	0.3%
JNJ	D	1.41%	1.48%	1.41%
LLY	F	2.32%	0.85%	0.85%
MDT	D	0.41%	0.28%	0.28%
META	D	4.59%	4.08%	4.08%
MMM	D	0.25%	0.16%	0.16%
MRK	F	0.89%	1.59%	0.89%
MSFT	F	4.17%	2.97%	2.97%
NFLX	A	1.78%	0.35%	0.35%
NOC	D	0.31%	0.12%	0.12%
NVDA	C	4.79%	1.34%	1.34%
PG	A	1.5%	0.21%	0.21%
PINS	D	0.06%	0.11%	0.06%
RIVN	F	0.04%	0.17%	0.04%
RTX	C	0.5%	0.3%	0.3%
SQ	B	0.17%	0.39%	0.17%
UBER	D	0.57%	0.31%	0.31%
VRTX	F	0.45%	0.84%	0.45%

SHE Overweight 200 Positions Relative to WRND

Symbol	Grade	Weight
JPM	A	2.69%
UNH	C	1.75%
V	A	1.62%
XOM	B	1.46%
BKNG	A	1.33%
TJX	A	1.21%
BAC	A	1.2%
COST	B	1.13%
FTNT	C	1.08%
KO	D	0.99%
CVX	A	0.98%
WFC	A	0.97%
LOW	D	0.96%
SBUX	A	0.94%
LIN	D	0.89%
VZ	C	0.77%
PGR	A	0.67%
AXP	A	0.65%
MAR	B	0.65%
T	A	0.63%
CMG	B	0.63%
SPGI	C	0.58%
HUBS	A	0.58%
HLT	A	0.53%
TMUS	B	0.52%
ETN	A	0.51%
C	A	0.51%
ANSS	B	0.49%
SCHW	B	0.47%
GDDY	A	0.47%
CDW	F	0.44%
TYL	B	0.44%
MMC	B	0.43%
NKE	D	0.42%
ROST	C	0.41%
TT	A	0.34%
LULU	C	0.33%
MCO	B	0.33%
CI	F	0.32%
PNC	B	0.32%
ZTS	D	0.31%
MCK	B	0.31%
RCL	A	0.31%
FLUT	A	0.31%
ITW	B	0.29%
TWLO	A	0.28%
DUK	C	0.27%
TGT	F	0.27%
TSCO	D	0.26%
CL	D	0.26%
CVS	D	0.25%
EQIX	A	0.25%
EMR	A	0.25%
TFC	A	0.24%
COF	B	0.24%
JCI	C	0.24%
D	C	0.23%
DHI	D	0.22%
DLR	B	0.22%
AKAM	D	0.22%
SPG	B	0.22%
FDX	B	0.22%
EOG	A	0.21%
WCN	A	0.21%
BK	A	0.21%
VST	B	0.2%
ECL	D	0.2%
NEM	D	0.2%
CARR	D	0.19%
PSA	D	0.19%
AIG	B	0.19%
PRU	A	0.19%
CHTR	C	0.18%
NSC	B	0.18%
ALL	A	0.18%
PEG	A	0.17%
GWW	B	0.17%
LNG	B	0.17%
FIS	C	0.17%
AEP	D	0.16%
O	D	0.16%
ULTA	F	0.16%
HIG	B	0.15%
KR	B	0.15%
BURL	A	0.15%
COR	B	0.15%
PSX	C	0.15%
IDXX	F	0.14%
BKR	B	0.14%
DECK	A	0.14%
MTB	A	0.14%
CSGP	D	0.14%
WSM	B	0.14%
VICI	C	0.14%
OXY	D	0.14%
ED	D	0.13%
IRM	D	0.13%
GIS	D	0.13%
WTW	B	0.13%
TTD	B	0.13%
EIX	B	0.13%
EXC	C	0.13%
EXR	D	0.12%
STZ	D	0.12%
VLTO	D	0.12%
CNC	D	0.12%
AWK	D	0.12%
XEL	A	0.12%
VTR	C	0.12%
FITB	A	0.12%
AVB	B	0.11%
WEC	A	0.11%
WAB	B	0.11%
WBD	C	0.11%
ROK	B	0.11%
ETR	B	0.11%
XYL	D	0.11%
FANG	D	0.11%
DTE	C	0.11%
DOW	F	0.11%
CAH	B	0.11%
BR	A	0.1%
LDOS	C	0.1%
HSY	F	0.1%
FTV	C	0.1%
DD	D	0.1%
GPN	B	0.1%
INVH	D	0.09%
EQR	B	0.09%
HUBB	B	0.09%
SYF	B	0.09%
BBY	D	0.09%
RF	A	0.09%
TROW	B	0.09%
TTWO	A	0.09%
PPL	B	0.09%
LVS	C	0.09%
NTRS	A	0.08%
AEE	A	0.08%
PFG	D	0.08%
CHD	B	0.08%
ADM	D	0.08%
SW	A	0.08%
DKS	C	0.08%
LPLA	A	0.08%
CLX	B	0.08%
CNP	B	0.08%
OMC	C	0.07%
KMX	B	0.07%
LYB	F	0.07%
PNR	A	0.07%
DG	F	0.07%
J	F	0.07%
SSNC	B	0.07%
EQT	B	0.07%
KEY	B	0.07%
IFF	D	0.07%
KIM	A	0.07%
MAA	B	0.07%
FDS	B	0.07%
WY	D	0.07%
LH	C	0.07%
HST	C	0.06%
UTHR	C	0.06%
OC	A	0.06%
EL	F	0.06%
AMCR	D	0.06%
TRU	D	0.06%
CMS	C	0.06%
MGM	D	0.06%
SJM	D	0.05%
FBIN	D	0.05%
RPM	A	0.05%
TXT	D	0.05%
SWK	D	0.05%
IPG	D	0.05%
SNAP	C	0.05%
ACM	A	0.05%
TSN	B	0.05%
DAL	C	0.04%
ALB	C	0.04%
BBWI	D	0.04%
CRL	C	0.04%
Z	A	0.04%
HRL	D	0.04%
OVV	B	0.04%
PARA	C	0.04%
DAY	B	0.04%
AMH	D	0.04%
AIZ	A	0.04%
NBIX	C	0.04%
WYNN	D	0.04%
CPB	D	0.03%
WBA	F	0.03%
CE	F	0.03%
NWSA	B	0.03%
TFX	F	0.03%
LUV	C	0.02%
APA	D	0.02%
ACI	C	0.02%

SHE Underweight 73 Positions Relative to WRND

Symbol	Grade	Weight
AMZN	C	-6.24%
GOOGL	C	-5.25%
GM	B	-1.2%
BMY	B	-1.17%
ORCL	B	-1.05%
NVS	D	-0.96%
BABA	D	-0.95%
PFE	D	-0.94%
QCOM	F	-0.9%
F	C	-0.89%
AVGO	D	-0.86%
TM	D	-0.74%
IBM	C	-0.71%
ABBV	D	-0.68%
TSLA	B	-0.67%
SONY	B	-0.66%
STLA	F	-0.66%
CRM	B	-0.66%
HMC	F	-0.65%
AMD	F	-0.57%
AMGN	D	-0.47%
ADBE	C	-0.39%
BIDU	F	-0.39%
MU	D	-0.38%
TEAM	A	-0.34%
PYPL	B	-0.34%
AMAT	F	-0.3%
REGN	F	-0.29%
WDAY	B	-0.28%
MRNA	F	-0.27%
HPE	B	-0.27%
TCOM	B	-0.27%
NOW	A	-0.26%
NXPI	D	-0.24%
SHOP	B	-0.24%
MRVL	B	-0.24%
SPOT	B	-0.22%
PANW	C	-0.22%
LI	F	-0.22%
SNPS	B	-0.22%
MELI	D	-0.21%
TXN	C	-0.21%
BGNE	D	-0.2%
SNOW	C	-0.19%
HPQ	B	-0.19%
WDC	D	-0.19%
NIO	F	-0.19%
EXPE	B	-0.18%
LRCX	F	-0.18%
BSX	B	-0.17%
CDNS	B	-0.17%
ABBV	D	-0.17%
RBLX	C	-0.16%
LMT	D	-0.15%
ADI	D	-0.15%
SYK	C	-0.15%
DASH	A	-0.14%
DHR	F	-0.14%
CTVA	C	-0.14%
TMO	F	-0.12%
GLW	B	-0.12%
BDX	F	-0.12%
DDOG	A	-0.12%
EW	C	-0.12%
ISRG	A	-0.12%
GEHC	F	-0.12%
NTAP	C	-0.11%
LPL	F	-0.11%
JNPR	F	-0.11%
KLAC	D	-0.11%
UL	D	-0.11%
MCHP	D	-0.09%
LCID	F	-0.07%