WRND vs. AFLG ETF Comparison

Comparison of IQ Global Equity R&D Leaders ETF (WRND) to Active Factor Large Cap ETF (AFLG)

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

AFLG

Active Factor Large Cap ETF

AFLG Description

The investment seeks to provide capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (including investment borrowings) in U.S.-listed equity securities issued by large capitalization companies. The manager defines large capitalization companies as those that, at the time of investment, have a minimum market capitalization equal to or greater than the minimum market capitalization of a widely recognized index of large capitalization companies based upon the composition of the index at the time of investment. It is non-diversified.

Grade (RS Rating)

Last Trade

$35.73

Average Daily Volume

35,934

Number of Holdings ^*

248

* may have additional holdings in another (foreign) market

Performance

Period	WRND	AFLG
30 Days	-1.90%	4.50%
60 Days	-1.83%	5.60%
90 Days	-1.88%	7.89%
12 Months	18.15%	37.65%

43 Overlapping Holdings

Symbol	Grade	Weight in WRND	Weight in AFLG	Overlap
AAPL	C	3.25%	7.06%	3.25%
ABBV	D	0.68%	0.82%	0.68%
ABBV	D	0.17%	0.82%	0.17%
ACN	C	0.15%	0.22%	0.15%
ADBE	C	0.39%	0.31%	0.31%
ALNY	D	0.1%	0.21%	0.1%
AMAT	F	0.3%	0.34%	0.3%
AMZN	C	6.24%	1.78%	1.78%
AVGO	D	0.86%	1.27%	0.86%
BMY	B	1.17%	0.58%	0.58%
BSX	B	0.17%	0.68%	0.17%
CAT	B	0.24%	0.56%	0.24%
CDNS	B	0.17%	0.05%	0.05%
CMI	A	0.19%	0.51%	0.19%
CRM	B	0.66%	0.59%	0.59%
CSCO	B	0.93%	0.44%	0.44%
DASH	A	0.14%	0.06%	0.06%
EA	A	0.3%	0.32%	0.3%
EBAY	D	0.16%	0.1%	0.1%
EXPE	B	0.18%	0.21%	0.18%
GE	D	0.18%	0.15%	0.15%
GILD	C	0.64%	0.57%	0.57%
GOOGL	C	5.25%	2.04%	2.04%
HPQ	B	0.19%	0.49%	0.19%
IBM	C	0.71%	0.44%	0.44%
INCY	C	0.29%	0.22%	0.22%
JNJ	D	1.48%	0.7%	0.7%
KLAC	D	0.11%	0.1%	0.1%
LLY	F	0.85%	0.42%	0.42%
LMT	D	0.15%	0.34%	0.15%
META	D	4.08%	1.8%	1.8%
MMM	D	0.16%	0.55%	0.16%
MRK	F	1.59%	0.62%	0.62%
MSFT	F	2.97%	4.6%	2.97%
NFLX	A	0.35%	0.91%	0.35%
NTAP	C	0.11%	0.63%	0.11%
NVDA	C	1.34%	5.45%	1.34%
NXPI	D	0.24%	0.05%	0.05%
PG	A	0.21%	0.84%	0.21%
PINS	D	0.11%	0.04%	0.04%
QCOM	F	0.9%	0.88%	0.88%
SNPS	B	0.22%	0.06%	0.06%
SYK	C	0.15%	0.15%	0.15%

WRND Overweight 69 Positions Relative to AFLG

Symbol	Grade	Weight
INTC	D	1.97%
GM	B	1.2%
ORCL	B	1.05%
NVS	D	0.96%
BABA	D	0.95%
PFE	D	0.94%
F	C	0.89%
VRTX	F	0.84%
TM	D	0.74%
TSLA	B	0.67%
SONY	B	0.66%
STLA	F	0.66%
HMC	F	0.65%
AMD	F	0.57%
AMGN	D	0.47%
BIDU	F	0.39%
SQ	B	0.39%
MU	D	0.38%
BA	F	0.36%
TEAM	A	0.34%
PYPL	B	0.34%
UBER	D	0.31%
ABT	B	0.3%
INTU	C	0.3%
RTX	C	0.3%
REGN	F	0.29%
MDT	D	0.28%
WDAY	B	0.28%
MRNA	F	0.27%
HPE	B	0.27%
TCOM	B	0.27%
NOW	A	0.26%
SHOP	B	0.24%
MRVL	B	0.24%
DE	A	0.24%
SPOT	B	0.22%
PANW	C	0.22%
LI	F	0.22%
MELI	D	0.21%
TXN	C	0.21%
BGNE	D	0.2%
SNOW	C	0.19%
WDC	D	0.19%
ABNB	C	0.19%
NIO	F	0.19%
HON	B	0.18%
LRCX	F	0.18%
RIVN	F	0.17%
ADSK	A	0.17%
BIIB	F	0.17%
RBLX	C	0.16%
ADI	D	0.15%
ILMN	D	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%
NOC	D	0.12%
EW	C	0.12%
ISRG	A	0.12%
GEHC	F	0.12%
LPL	F	0.11%
JNPR	F	0.11%
UL	D	0.11%
APTV	D	0.1%
MCHP	D	0.09%
LCID	F	0.07%

WRND Underweight 206 Positions Relative to AFLG

Symbol	Grade	Weight
BRK.A	B	-1.57%
APP	B	-1.29%
VST	B	-1.26%
HIG	B	-1.11%
MO	A	-0.99%
COST	B	-0.9%
UHS	D	-0.89%
NRG	B	-0.81%
FICO	B	-0.8%
RL	B	-0.79%
AFL	B	-0.75%
XOM	B	-0.74%
BK	A	-0.73%
PGR	A	-0.73%
CTAS	B	-0.7%
EME	C	-0.68%
ELV	F	-0.67%
RS	B	-0.66%
SNA	A	-0.63%
CEG	D	-0.62%
WMT	A	-0.61%
FFIV	B	-0.6%
CL	D	-0.58%
APH	A	-0.58%
SPG	B	-0.58%
PEG	A	-0.57%
COR	B	-0.57%
GDDY	A	-0.55%
ETN	A	-0.55%
CMCSA	B	-0.55%
FOXA	B	-0.55%
MCK	B	-0.53%
PHM	D	-0.52%
FE	C	-0.52%
ECL	D	-0.52%
MAS	D	-0.5%
VZ	C	-0.49%
TT	A	-0.49%
STLD	B	-0.47%
MAA	B	-0.47%
BBY	D	-0.47%
NVR	D	-0.47%
TPR	B	-0.47%
KR	B	-0.47%
HWM	A	-0.46%
CVX	A	-0.45%
CTSH	B	-0.45%
VICI	C	-0.44%
GLPI	C	-0.42%
CF	B	-0.42%
CNA	B	-0.42%
WSM	B	-0.41%
GRMN	B	-0.41%
AXP	A	-0.41%
ICE	C	-0.4%
PCAR	B	-0.39%
MSI	B	-0.39%
CSL	C	-0.39%
HSIC	B	-0.39%
IBKR	A	-0.39%
WAB	B	-0.38%
CBOE	B	-0.38%
TJX	A	-0.38%
AOS	F	-0.38%
NUE	C	-0.37%
HST	C	-0.37%
HLT	A	-0.36%
TRGP	B	-0.36%
PKG	A	-0.36%
FIS	C	-0.36%
RHI	B	-0.36%
OC	A	-0.36%
TMUS	B	-0.35%
PM	B	-0.35%
IP	B	-0.34%
BLDR	D	-0.33%
KO	D	-0.33%
WELL	A	-0.32%
CMG	B	-0.32%
DHI	D	-0.32%
LEN	D	-0.32%
VLO	C	-0.31%
LOW	D	-0.31%
V	A	-0.3%
BRO	B	-0.3%
EVRG	A	-0.29%
RF	A	-0.29%
WU	D	-0.29%
SYF	B	-0.29%
DVN	F	-0.29%
AIG	B	-0.28%
VSCO	B	-0.28%
DECK	A	-0.28%
BKNG	A	-0.28%
CFG	B	-0.27%
UNH	C	-0.27%
OGN	D	-0.27%
MANH	D	-0.25%
SOLV	C	-0.25%
MTCH	D	-0.25%
ED	D	-0.25%
LII	A	-0.25%
ERIE	D	-0.24%
FDX	B	-0.24%
EIX	B	-0.23%
CME	A	-0.23%
ZM	B	-0.23%
PH	A	-0.23%
KEYS	A	-0.22%
MA	C	-0.21%
VRSN	F	-0.21%
VTR	C	-0.21%
WPC	D	-0.21%
NWSA	B	-0.2%
GWW	B	-0.2%
TROW	B	-0.2%
SWKS	F	-0.2%
PPG	F	-0.19%
SHW	A	-0.19%
CNC	D	-0.19%
CVS	D	-0.18%
JBL	B	-0.18%
L	A	-0.18%
T	A	-0.18%
HUM	C	-0.17%
BAH	F	-0.17%
BEN	C	-0.17%
AZO	C	-0.17%
ACGL	D	-0.17%
TOL	B	-0.16%
AMP	A	-0.16%
GL	B	-0.16%
AIZ	A	-0.16%
LKQ	D	-0.16%
VRT	B	-0.16%
CI	F	-0.15%
EG	C	-0.15%
CPT	B	-0.15%
ULTA	F	-0.14%
DELL	C	-0.14%
MPC	D	-0.13%
BBWI	D	-0.13%
ANET	C	-0.13%
LDOS	C	-0.13%
SO	D	-0.13%
IT	C	-0.12%
FI	A	-0.12%
CAH	B	-0.11%
SCCO	F	-0.11%
RPM	A	-0.11%
RMD	C	-0.1%
GEN	B	-0.1%
EQR	B	-0.1%
VTRS	A	-0.1%
KHC	F	-0.1%
ETSY	D	-0.09%
PSX	C	-0.09%
PRU	A	-0.09%
SSNC	B	-0.09%
CRBG	B	-0.09%
BLK	C	-0.09%
LH	C	-0.09%
ALL	A	-0.08%
TPL	A	-0.08%
J	F	-0.08%
DXC	B	-0.08%
MOH	F	-0.08%
SPGI	C	-0.08%
BG	F	-0.07%
LYB	F	-0.07%
IPG	D	-0.07%
CVNA	B	-0.07%
TXT	D	-0.07%
ROL	B	-0.06%
DINO	D	-0.06%
WSO	A	-0.06%
ADM	D	-0.06%
ZION	B	-0.06%
ORLY	B	-0.06%
UDR	B	-0.05%
PPL	B	-0.05%
DPZ	C	-0.05%
ESS	B	-0.05%
AVB	B	-0.05%
WTW	B	-0.05%
QRVO	F	-0.05%
MCO	B	-0.05%
EPAM	C	-0.05%
STT	A	-0.05%
PSA	D	-0.05%
KMB	D	-0.05%
AMCR	D	-0.04%
PFG	D	-0.04%
HOLX	D	-0.04%
ROST	C	-0.04%
IVZ	B	-0.04%
MET	A	-0.04%
DKS	C	-0.04%
UTHR	C	-0.04%
MOS	F	-0.03%
CDW	F	-0.03%
WBA	F	-0.03%
BWA	D	-0.03%
ALLE	D	-0.01%
EQH	B	-0.0%
TDG	D	-0.0%