WRND vs. EQWL ETF Comparison

Comparison of IQ Global Equity R&D Leaders ETF (WRND) to PowerShares Russell Top 200 Equal Weight Portfolio (EQWL)

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

EQWL

PowerShares Russell Top 200 Equal Weight Portfolio

EQWL Description

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell Top 200 Equal Weight Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is designed to provide equal-weighted exposure to the securities of the largest 200 companies in the U.S. equity market.

Grade (RS Rating)

Last Trade

$106.55

Average Daily Volume

61,555

Number of Holdings ^*

101

* may have additional holdings in another (foreign) market

Performance

Period	WRND	EQWL
30 Days	-1.90%	3.32%
60 Days	-1.83%	4.89%
90 Days	-1.88%	7.38%
12 Months	18.15%	31.93%

45 Overlapping Holdings

Symbol	Grade	Weight in WRND	Weight in EQWL	Overlap
AAPL	C	3.25%	0.97%	0.97%
ABBV	D	0.17%	0.83%	0.17%
ABBV	D	0.68%	0.83%	0.68%
ABT	B	0.3%	0.94%	0.3%
ACN	C	0.15%	0.98%	0.15%
ADBE	C	0.39%	0.94%	0.39%
AMD	F	0.57%	0.87%	0.57%
AMGN	D	0.47%	0.84%	0.47%
AMZN	C	6.24%	1.08%	1.08%
AVGO	D	0.86%	0.97%	0.86%
BA	F	0.36%	0.84%	0.36%
BMY	B	1.17%	1.13%	1.13%
CAT	B	0.24%	1.06%	0.24%
CRM	B	0.66%	1.24%	0.66%
CSCO	B	0.93%	1.1%	0.93%
DE	A	0.24%	0.95%	0.24%
DHR	F	0.14%	0.83%	0.14%
F	C	0.89%	0.98%	0.89%
GE	D	0.18%	0.95%	0.18%
GILD	C	0.64%	1.06%	0.64%
GM	B	1.2%	1.18%	1.18%
GOOGL	C	5.25%	0.58%	0.58%
HON	B	0.18%	1.07%	0.18%
IBM	C	0.71%	0.93%	0.71%
INTC	D	1.97%	1.21%	1.21%
INTU	C	0.3%	1.02%	0.3%
JNJ	D	1.48%	0.87%	0.87%
LLY	F	0.85%	0.81%	0.81%
LMT	D	0.15%	0.9%	0.15%
MDT	D	0.28%	0.91%	0.28%
META	D	4.08%	1.04%	1.04%
MMM	D	0.16%	0.94%	0.16%
MRK	F	1.59%	0.8%	0.8%
MSFT	F	2.97%	0.94%	0.94%
NFLX	A	0.35%	1.14%	0.35%
NVDA	C	1.34%	1.17%	1.17%
ORCL	B	1.05%	1.09%	1.05%
PFE	D	0.94%	0.84%	0.84%
PG	A	0.21%	0.91%	0.21%
PYPL	B	0.34%	1.17%	0.34%
QCOM	F	0.9%	0.93%	0.9%
RTX	C	0.3%	0.95%	0.3%
TMO	F	0.12%	0.83%	0.12%
TSLA	B	0.67%	1.29%	0.67%
TXN	C	0.21%	0.98%	0.21%

WRND Overweight 67 Positions Relative to EQWL

Symbol	Grade	Weight
NVS	D	0.96%
BABA	D	0.95%
VRTX	F	0.84%
TM	D	0.74%
SONY	B	0.66%
STLA	F	0.66%
HMC	F	0.65%
BIDU	F	0.39%
SQ	B	0.39%
MU	D	0.38%
TEAM	A	0.34%
UBER	D	0.31%
AMAT	F	0.3%
EA	A	0.3%
REGN	F	0.29%
INCY	C	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%
BGNE	D	0.2%
SNOW	C	0.19%
HPQ	B	0.19%
CMI	A	0.19%
WDC	D	0.19%
ABNB	C	0.19%
NIO	F	0.19%
EXPE	B	0.18%
LRCX	F	0.18%
RIVN	F	0.17%
BSX	B	0.17%
ADSK	A	0.17%
CDNS	B	0.17%
BIIB	F	0.17%
EBAY	D	0.16%
RBLX	C	0.16%
ADI	D	0.15%
SYK	C	0.15%
ILMN	D	0.14%
DASH	A	0.14%
CTVA	C	0.14%
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%
NTAP	C	0.11%
LPL	F	0.11%
JNPR	F	0.11%
PINS	D	0.11%
KLAC	D	0.11%
UL	D	0.11%
ALNY	D	0.1%
APTV	D	0.1%
MCHP	D	0.09%
LCID	F	0.07%

WRND Underweight 57 Positions Relative to EQWL

Symbol	Grade	Weight
WFC	A	-1.31%
MS	A	-1.28%
COF	B	-1.25%
SCHW	B	-1.23%
EMR	A	-1.2%
BKNG	A	-1.2%
GS	A	-1.17%
DIS	B	-1.14%
BAC	A	-1.13%
TMUS	B	-1.12%
C	A	-1.12%
JPM	A	-1.12%
BLK	C	-1.12%
CHTR	C	-1.1%
CVX	A	-1.09%
USB	A	-1.07%
BK	A	-1.07%
AXP	A	-1.06%
CMCSA	B	-1.04%
MET	A	-1.03%
XOM	B	-1.03%
SPG	B	-1.03%
COP	C	-1.03%
HD	A	-1.02%
V	A	-1.02%
LOW	D	-1.0%
MA	C	-1.0%
UPS	C	-0.99%
MO	A	-0.99%
WMT	A	-0.99%
BRK.A	B	-0.99%
AIG	B	-0.98%
PM	B	-0.97%
FDX	B	-0.97%
T	A	-0.97%
MCD	D	-0.96%
COST	B	-0.96%
TGT	F	-0.96%
UNH	C	-0.95%
SBUX	A	-0.95%
SO	D	-0.92%
LIN	D	-0.92%
NKE	D	-0.91%
GD	F	-0.91%
UNP	C	-0.9%
CVS	D	-0.9%
DUK	C	-0.89%
PEP	F	-0.88%
VZ	C	-0.87%
KHC	F	-0.85%
DOW	F	-0.84%
NEE	D	-0.84%
MDLZ	F	-0.83%
KO	D	-0.83%
CL	D	-0.82%
AMT	D	-0.77%
GOOG	C	-0.48%