WRND vs. IWL ETF Comparison

Comparison of IQ Global Equity R&D Leaders ETF (WRND) to iShares Russell Top 200 ETF (IWL)

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

$30.30

Average Daily Volume

990

Number of Holdings ^*

109

* may have additional holdings in another (foreign) market

IWL

iShares Russell Top 200 ETF

IWL Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200Â® Index (the "underlying index"), which is a float-adjusted, capitalization-weighted index that measures the performance of the largest capitalization sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$140.37

Average Daily Volume

60,395

Number of Holdings ^*

198

* may have additional holdings in another (foreign) market

Performance

Period	WRND	IWL
30 Days	5.05%	4.60%
60 Days	11.38%	11.48%
90 Days	1.00%	2.53%
12 Months	29.91%	38.05%

72 Overlapping Holdings

Symbol	Grade	Weight in WRND	Weight in IWL	Overlap
AAPL	C	3.46%	8.08%	3.46%
ABBV	C	0.86%	0.86%	0.86%
ABBV	C	0.17%	0.86%	0.17%
ABNB	D	0.15%	0.13%	0.13%
ABT	C	0.3%	0.48%	0.3%
ACN	B	0.15%	0.54%	0.15%
ADBE	F	0.36%	0.55%	0.36%
ADI	B	0.16%	0.27%	0.16%
ADSK	B	0.16%	0.14%	0.14%
AMAT	C	0.27%	0.4%	0.27%
AMD	C	0.62%	0.63%	0.62%
AMGN	D	0.54%	0.42%	0.42%
AMZN	C	5.54%	4.22%	4.22%
AVGO	B	0.79%	1.87%	0.79%
BA	F	0.31%	0.22%	0.22%
BDX	C	0.12%	0.17%	0.12%
BMY	A	1.2%	0.26%	0.26%
BSX	A	0.16%	0.3%	0.16%
CAT	A	0.26%	0.47%	0.26%
CDNS	D	0.13%	0.18%	0.13%
CRM	B	0.57%	0.62%	0.57%
CSCO	A	0.89%	0.53%	0.53%
DASH	A	0.13%	0.12%	0.12%
DE	C	0.25%	0.26%	0.25%
DHR	D	0.18%	0.44%	0.18%
EW	F	0.08%	0.1%	0.08%
F	D	0.74%	0.1%	0.1%
GE	B	0.23%	0.5%	0.23%
GILD	A	0.7%	0.26%	0.26%
GM	D	0.94%	0.12%	0.12%
GOOGL	B	4.24%	2.41%	2.41%
HON	C	0.14%	0.33%	0.14%
IBM	A	0.9%	0.49%	0.49%
INTC	D	1.25%	0.24%	0.24%
INTU	F	0.27%	0.41%	0.27%
ISRG	C	0.12%	0.42%	0.12%
JNJ	D	1.69%	0.96%	0.96%
KLAC	B	0.12%	0.25%	0.12%
LLY	D	1.0%	1.74%	1.0%
LMT	A	0.19%	0.32%	0.19%
LRCX	D	0.14%	0.26%	0.14%
MDT	C	0.31%	0.28%	0.28%
META	A	4.44%	3.1%	3.1%
MMM	C	0.24%	0.19%	0.19%
MRK	F	2.5%	0.71%	0.71%
MRNA	F	0.21%	0.05%	0.05%
MRVL	C	0.19%	0.15%	0.15%
MSFT	D	2.74%	7.68%	2.74%
MU	D	0.23%	0.27%	0.23%
NFLX	A	0.28%	0.74%	0.28%
NOC	B	0.15%	0.18%	0.15%
NOW	B	0.28%	0.44%	0.28%
NVDA	B	0.92%	6.72%	0.92%
ORCL	A	1.09%	0.64%	0.64%
PANW	B	0.19%	0.25%	0.19%
PFE	D	1.12%	0.4%	0.4%
PG	D	0.21%	1.0%	0.21%
PYPL	A	0.39%	0.2%	0.2%
QCOM	D	0.7%	0.45%	0.45%
REGN	D	0.42%	0.27%	0.27%
RTX	A	0.33%	0.41%	0.33%
SNOW	F	0.13%	0.09%	0.09%
SNPS	F	0.17%	0.19%	0.17%
SPOT	C	0.2%	0.14%	0.14%
SYK	C	0.14%	0.32%	0.14%
TEAM	D	0.2%	0.06%	0.06%
TMO	D	0.14%	0.57%	0.14%
TSLA	C	0.63%	1.76%	0.63%
TXN	C	0.2%	0.45%	0.2%
UBER	C	0.34%	0.37%	0.34%
VRTX	D	0.35%	0.3%	0.3%
WDAY	D	0.29%	0.12%	0.12%

WRND Overweight 37 Positions Relative to IWL

Symbol	Grade	Weight
BABA	A	1.34%
NVS	D	1.15%
TM	D	0.92%
HMC	D	0.77%
SONY	C	0.74%
BIDU	C	0.49%
STLA	F	0.49%
NIO	C	0.37%
BGNE	A	0.33%
LI	C	0.31%
SQ	D	0.3%
TCOM	A	0.27%
EA	D	0.25%
SHOP	B	0.24%
MELI	D	0.24%
HPE	B	0.23%
NXPI	F	0.21%
RIVN	F	0.2%
EBAY	A	0.19%
CMI	A	0.18%
BIIB	F	0.18%
RBLX	D	0.17%
WDC	C	0.17%
INCY	B	0.17%
HPQ	B	0.16%
ILMN	B	0.16%
EXPE	B	0.16%
GEHC	C	0.15%
U	D	0.15%
CTVA	A	0.15%
JNPR	C	0.13%
LPL	D	0.13%
CNH	C	0.12%
GLW	C	0.12%
APTV	D	0.12%
MCHP	F	0.1%
PINS	D	0.08%

WRND Underweight 127 Positions Relative to IWL

Symbol	Grade	Weight
BRK.A	B	-2.06%
GOOG	B	-2.04%
JPM	C	-1.46%
UNH	B	-1.32%
XOM	A	-1.32%
V	B	-1.07%
MA	A	-1.01%
HD	A	-1.0%
COST	C	-0.96%
WMT	A	-0.87%
KO	C	-0.68%
BAC	B	-0.65%
CVX	B	-0.63%
PEP	F	-0.58%
LIN	C	-0.56%
MCD	A	-0.54%
WFC	B	-0.48%
VZ	C	-0.47%
PM	D	-0.46%
NEE	C	-0.43%
DIS	D	-0.42%
T	B	-0.39%
CMCSA	B	-0.39%
SPGI	C	-0.39%
GS	B	-0.38%
LOW	C	-0.38%
UNP	F	-0.37%
AXP	A	-0.37%
PGR	B	-0.36%
BLK	A	-0.34%
BKNG	B	-0.34%
ETN	B	-0.32%
TJX	D	-0.32%
COP	D	-0.31%
MS	A	-0.3%
CB	A	-0.29%
C	B	-0.29%
ELV	F	-0.29%
PLD	D	-0.28%
ADP	A	-0.28%
AMT	D	-0.27%
MMC	D	-0.27%
SBUX	B	-0.27%
BX	C	-0.26%
NKE	D	-0.26%
FI	A	-0.25%
UPS	D	-0.24%
CI	D	-0.24%
MDLZ	D	-0.24%
ANET	A	-0.24%
TMUS	A	-0.24%
SO	A	-0.24%
ICE	A	-0.23%
SCHW	D	-0.23%
ZTS	C	-0.22%
SHW	C	-0.22%
DUK	C	-0.22%
CEG	A	-0.21%
EQIX	C	-0.21%
KKR	A	-0.21%
TT	A	-0.21%
MO	D	-0.21%
PH	A	-0.2%
CME	A	-0.2%
GD	C	-0.2%
WM	B	-0.2%
CL	D	-0.2%
APH	D	-0.19%
HCA	C	-0.19%
WELL	C	-0.19%
ITW	C	-0.19%
CVS	D	-0.19%
TDG	A	-0.19%
CMG	C	-0.19%
PNC	C	-0.18%
FCX	B	-0.18%
EOG	B	-0.18%
MSI	A	-0.18%
MCO	D	-0.18%
CSX	D	-0.17%
ORLY	A	-0.17%
AON	A	-0.17%
APO	A	-0.17%
USB	C	-0.17%
GEV	A	-0.17%
TGT	C	-0.17%
CTAS	C	-0.17%
ECL	C	-0.16%
APD	C	-0.16%
MCK	F	-0.16%
CARR	A	-0.16%
FDX	F	-0.15%
SLB	D	-0.15%
EMR	B	-0.15%
NEM	C	-0.15%
CRWD	D	-0.15%
CRH	C	-0.15%
COF	A	-0.14%
TFC	D	-0.14%
PSX	D	-0.14%
NSC	C	-0.14%
MAR	A	-0.14%
PSA	C	-0.14%
MPC	D	-0.14%
ROP	D	-0.14%
JCI	C	-0.13%
SRE	C	-0.13%
TRV	B	-0.13%
AEP	C	-0.13%
AZO	D	-0.13%
AIG	C	-0.12%
KMB	D	-0.12%
MET	A	-0.12%
FTNT	A	-0.12%
D	A	-0.12%
PCAR	D	-0.12%
VLO	F	-0.11%
CPRT	B	-0.11%
KDP	C	-0.1%
STZ	D	-0.1%
RSG	D	-0.1%
OXY	D	-0.09%
MNST	D	-0.09%
DELL	C	-0.08%
KHC	F	-0.08%
LULU	D	-0.08%
EL	D	-0.05%