SUSA vs. LRND ETF Comparison

Comparison of iShares MSCI USA ESG Select ETF (SUSA) to IQ U.S. Large Cap R&D Leaders ETF (LRND)

SUSA

iShares MSCI USA ESG Select ETF

SUSA Description

iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.

Grade (RS Rating)

Last Trade

$124.71

Average Daily Volume

60,399

Number of Holdings ^*

175

* may have additional holdings in another (foreign) market

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

Performance

Period	SUSA	LRND
30 Days	4.04%	2.07%
60 Days	4.55%	2.22%
90 Days	6.30%	4.29%
12 Months	32.95%	28.44%

51 Overlapping Holdings

Symbol	Grade	Weight in SUSA	Weight in LRND	Overlap
AAPL	C	4.77%	5.93%	4.77%
ACN	C	0.67%	0.26%	0.26%
ADBE	C	1.02%	0.7%	0.7%
ADSK	A	0.84%	0.3%	0.3%
ALNY	D	0.14%	0.18%	0.14%
AMAT	F	0.81%	0.54%	0.54%
AMD	F	0.55%	1.05%	0.55%
AMGN	D	0.66%	0.85%	0.66%
APTV	D	0.1%	0.19%	0.1%
AVGO	D	1.56%	1.58%	1.56%
BIIB	F	0.08%	0.31%	0.08%
CAT	B	0.13%	0.43%	0.13%
CDNS	B	0.71%	0.31%	0.31%
CMI	A	0.67%	0.34%	0.34%
CNH	C	0.17%	0.2%	0.17%
CRM	B	1.18%	1.2%	1.18%
CSCO	B	0.73%	1.69%	0.73%
DHR	F	0.6%	0.26%	0.26%
EA	A	0.72%	0.55%	0.55%
EW	C	0.34%	0.22%	0.22%
GE	D	0.59%	0.33%	0.33%
GILD	C	1.14%	1.17%	1.14%
GOOGL	C	2.0%	8.96%	2.0%
HPE	B	0.65%	0.5%	0.5%
HPQ	B	0.21%	0.34%	0.21%
IBM	C	0.76%	1.3%	0.76%
INTC	D	0.39%	3.6%	0.39%
INTU	C	1.06%	0.56%	0.56%
LLY	F	1.31%	1.55%	1.31%
LRCX	F	0.46%	0.34%	0.34%
MMM	D	0.77%	0.29%	0.29%
MRK	F	0.51%	2.9%	0.51%
MRVL	B	0.19%	0.44%	0.19%
MSFT	F	4.66%	5.41%	4.66%
MU	D	0.26%	0.69%	0.26%
NFLX	A	0.49%	0.64%	0.49%
NOW	A	0.91%	0.49%	0.49%
NVDA	C	5.47%	2.45%	2.45%
PANW	C	0.31%	0.39%	0.31%
PG	A	0.46%	0.38%	0.38%
QCOM	F	0.29%	1.63%	0.29%
REGN	F	0.08%	0.55%	0.08%
RIVN	F	0.09%	0.3%	0.09%
SNOW	C	0.09%	0.34%	0.09%
SNPS	B	0.29%	0.4%	0.29%
TEAM	A	0.2%	0.61%	0.2%
TSLA	B	1.8%	1.22%	1.22%
TXN	C	1.28%	0.37%	0.37%
VRTX	F	0.35%	1.54%	0.35%
WDAY	B	0.51%	0.51%	0.51%
WDC	D	0.1%	0.35%	0.1%

SUSA Overweight 124 Positions Relative to LRND

Symbol	Grade	Weight
GOOG	C	1.91%
HD	A	1.68%
KO	D	1.62%
OKE	A	1.53%
TT	A	1.5%
K	A	1.38%
ECL	D	1.3%
ADP	B	1.29%
CRH	A	1.19%
MS	A	1.12%
AXP	A	1.02%
V	A	0.99%
MA	C	0.95%
PNR	A	0.92%
LNG	B	0.85%
PEP	F	0.81%
ZTS	D	0.8%
PRU	A	0.8%
GWW	B	0.78%
TRGP	B	0.78%
EXPD	D	0.77%
DECK	A	0.74%
GIS	D	0.74%
LOW	D	0.72%
PGR	A	0.69%
BK	A	0.67%
FERG	B	0.63%
DIS	B	0.62%
SPGI	C	0.59%
EQIX	A	0.58%
CCI	D	0.58%
CLX	B	0.58%
COST	B	0.57%
CHRW	C	0.57%
MCO	B	0.54%
BR	A	0.54%
ELV	F	0.52%
XYL	D	0.51%
BKR	B	0.51%
VZ	C	0.5%
LKQ	D	0.49%
AXON	A	0.48%
VLTO	D	0.47%
TRV	B	0.45%
DGX	A	0.45%
BG	F	0.45%
NXPI	D	0.44%
IDXX	F	0.44%
LII	A	0.44%
WSM	B	0.42%
CBRE	B	0.42%
KMB	D	0.41%
HBAN	A	0.41%
WAT	B	0.4%
ES	D	0.4%
BBY	D	0.39%
GDDY	A	0.39%
BKNG	A	0.38%
A	D	0.37%
AMT	D	0.36%
SLB	C	0.34%
KEYS	A	0.34%
TWLO	A	0.31%
ANET	C	0.31%
JCI	C	0.3%
WELL	A	0.29%
MMC	B	0.29%
PNC	B	0.29%
VLO	C	0.28%
STE	F	0.28%
DVA	B	0.27%
ED	D	0.27%
TGT	F	0.27%
FIS	C	0.27%
NDAQ	A	0.26%
TSCO	D	0.25%
TRMB	B	0.25%
ANSS	B	0.24%
WST	C	0.23%
ACGL	D	0.23%
HCA	F	0.23%
ZBH	C	0.22%
CHD	B	0.22%
CARR	D	0.21%
IRM	D	0.21%
COO	D	0.2%
KR	B	0.2%
HUBS	A	0.19%
HOLX	D	0.19%
SYF	B	0.19%
MELI	D	0.19%
LH	C	0.18%
NEM	D	0.18%
MOH	F	0.18%
NTRS	A	0.18%
FDS	B	0.16%
IFF	D	0.15%
BALL	D	0.14%
RCL	A	0.14%
STT	A	0.13%
FSLR	F	0.13%
KDP	D	0.13%
PTC	A	0.13%
MDB	C	0.13%
MTD	D	0.12%
PWR	A	0.12%
MKC	D	0.12%
TFC	A	0.11%
SOLV	C	0.11%
IPG	D	0.11%
LULU	C	0.11%
NI	A	0.11%
FBIN	D	0.11%
NUE	C	0.11%
OC	A	0.11%
DXCM	D	0.1%
STX	D	0.1%
IT	C	0.1%
LIN	D	0.09%
PPG	F	0.09%
AVTR	F	0.08%
HUM	C	0.08%
KHC	F	0.08%
AKAM	D	0.08%

SUSA Underweight 48 Positions Relative to LRND

Symbol	Grade	Weight
AMZN	C	-8.83%
META	D	-6.33%
JNJ	D	-2.7%
GM	B	-2.19%
BMY	B	-2.13%
ORCL	B	-1.91%
PFE	D	-1.72%
F	C	-1.62%
ABBV	D	-1.24%
SQ	B	-0.72%
BA	F	-0.66%
PYPL	B	-0.63%
DELL	C	-0.63%
UBER	D	-0.56%
RTX	C	-0.55%
INCY	C	-0.54%
ABT	B	-0.54%
MDT	D	-0.52%
MRNA	F	-0.5%
DE	A	-0.43%
SPOT	B	-0.4%
ABNB	C	-0.36%
EXPE	B	-0.33%
HON	B	-0.32%
BSX	B	-0.3%
EBAY	D	-0.29%
RBLX	C	-0.29%
SYK	C	-0.28%
LMT	D	-0.27%
ADI	D	-0.27%
DASH	A	-0.26%
CTVA	C	-0.26%
ILMN	D	-0.25%
EXEL	B	-0.25%
ISRG	A	-0.23%
GEHC	F	-0.23%
DDOG	A	-0.22%
PINS	D	-0.21%
TMO	F	-0.21%
GLW	B	-0.21%
NOC	D	-0.21%
BDX	F	-0.21%
KLAC	D	-0.2%
JNPR	F	-0.2%
NTAP	C	-0.19%
U	C	-0.17%
MCHP	D	-0.17%
LCID	F	-0.12%