WRND vs. IWY ETF Comparison

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

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

$29.20

Average Daily Volume

Number of Holdings ^*

109

* may have additional holdings in another (foreign) market

IWY

iShares Russell Top 200 Growth ETF

IWY Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. 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 200 Growth Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization growth sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$218.86

Average Daily Volume

420,595

Number of Holdings ^*

105

* may have additional holdings in another (foreign) market

Performance

Period	WRND	IWY
30 Days	-1.19%	1.32%
60 Days	-0.91%	3.06%
90 Days	-0.36%	2.21%
12 Months	19.36%	39.58%

49 Overlapping Holdings

Symbol	Grade	Weight in WRND	Weight in IWY	Overlap
AAPL	C	3.48%	13.31%	3.48%
ABBV	C	0.17%	0.61%	0.17%
ABBV	C	0.89%	0.61%	0.61%
ABNB	D	0.15%	0.21%	0.15%
ADBE	F	0.43%	0.99%	0.43%
ADSK	C	0.16%	0.23%	0.16%
AMAT	D	0.26%	0.59%	0.26%
AMD	D	0.6%	0.67%	0.6%
AMGN	B	0.58%	0.57%	0.57%
AMZN	C	5.84%	7.13%	5.84%
AVGO	C	0.79%	3.14%	0.79%
BA	F	0.35%	0.06%	0.06%
CAT	B	0.24%	0.1%	0.1%
CDNS	D	0.13%	0.3%	0.13%
CRM	D	0.56%	0.83%	0.56%
DASH	C	0.13%	0.16%	0.13%
EW	F	0.09%	0.03%	0.03%
GE	B	0.22%	0.17%	0.17%
GOOGL	D	4.16%	3.81%	3.81%
HON	D	0.15%	0.08%	0.08%
INTU	C	0.3%	0.74%	0.3%
ISRG	B	0.13%	0.71%	0.13%
KLAC	D	0.12%	0.42%	0.12%
LLY	C	1.11%	3.23%	1.11%
LMT	C	0.19%	0.16%	0.16%
LRCX	F	0.14%	0.41%	0.14%
META	B	4.29%	4.73%	4.29%
MMM	B	0.24%	0.06%	0.06%
MRK	D	2.67%	1.21%	1.21%
MRVL	C	0.21%	0.02%	0.02%
MSFT	C	2.86%	13.18%	2.86%
NFLX	B	0.29%	1.23%	0.29%
NOW	B	0.29%	0.74%	0.29%
NVDA	D	0.95%	11.66%	0.95%
ORCL	C	1.09%	1.05%	1.05%
PANW	D	0.2%	0.44%	0.2%
PG	C	0.22%	0.38%	0.22%
QCOM	D	0.72%	0.72%	0.72%
REGN	C	0.48%	0.04%	0.04%
SNOW	F	0.13%	0.15%	0.13%
SNPS	D	0.17%	0.31%	0.17%
SPOT	B	0.19%	0.2%	0.19%
SYK	C	0.15%	0.16%	0.15%
TEAM	D	0.22%	0.11%	0.11%
TSLA	C	0.58%	2.63%	0.58%
TXN	C	0.2%	0.09%	0.09%
UBER	C	0.33%	0.6%	0.33%
VRTX	D	0.38%	0.26%	0.26%
WDAY	D	0.31%	0.22%	0.22%

WRND Overweight 60 Positions Relative to IWY

Symbol	Grade	Weight
JNJ	C	1.8%
NVS	C	1.2%
BMY	C	1.18%
PFE	C	1.18%
INTC	F	1.08%
BABA	B	1.06%
GM	C	1.02%
TM	F	0.96%
IBM	B	0.91%
CSCO	C	0.87%
HMC	D	0.81%
F	F	0.78%
SONY	C	0.74%
GILD	B	0.73%
STLA	F	0.56%
BIDU	D	0.4%
PYPL	B	0.37%
RTX	C	0.35%
MDT	C	0.32%
ABT	C	0.32%
SQ	D	0.3%
NIO	C	0.29%
BGNE	C	0.28%
EA	D	0.27%
RIVN	F	0.26%
MELI	B	0.26%
DE	B	0.24%
MRNA	F	0.23%
SHOP	C	0.22%
LI	D	0.22%
MU	F	0.21%
NXPI	F	0.21%
TCOM	C	0.21%
HPE	D	0.2%
EBAY	B	0.19%
BIIB	F	0.19%
INCY	C	0.18%
RBLX	B	0.18%
DHR	B	0.18%
BSX	B	0.17%
ILMN	C	0.17%
CMI	C	0.17%
ACN	C	0.16%
ADI	C	0.16%
WDC	D	0.16%
GEHC	C	0.15%
TMO	B	0.15%
NOC	B	0.15%
CTVA	B	0.15%
EXPE	C	0.15%
HPQ	D	0.15%
LPL	F	0.13%
JNPR	B	0.13%
U	D	0.13%
GLW	C	0.12%
APTV	D	0.12%
BDX	D	0.12%
CNH	D	0.11%
MCHP	F	0.1%
PINS	F	0.08%

WRND Underweight 57 Positions Relative to IWY

Symbol	Grade	Weight
GOOG	D	-3.21%
V	C	-1.86%
MA	B	-1.68%
COST	B	-1.67%
HD	B	-1.24%
PEP	C	-0.79%
KO	C	-0.65%
PGR	B	-0.52%
BKNG	C	-0.52%
AMT	C	-0.46%
ADP	B	-0.44%
BX	B	-0.44%
ANET	B	-0.38%
SBUX	C	-0.36%
WM	D	-0.34%
SHW	B	-0.33%
TJX	B	-0.33%
CMG	C	-0.32%
MCO	B	-0.31%
ZTS	C	-0.3%
UNP	C	-0.3%
CTAS	B	-0.28%
ORLY	C	-0.25%
NKE	D	-0.24%
AXP	B	-0.23%
CRWD	D	-0.23%
ECL	B	-0.22%
AZO	D	-0.2%
CL	D	-0.19%
APH	D	-0.18%
APO	C	-0.18%
GS	C	-0.17%
CPRT	D	-0.17%
FTNT	C	-0.16%
UNH	C	-0.15%
MSI	B	-0.14%
MNST	D	-0.13%
LULU	D	-0.13%
FI	A	-0.13%
ITW	C	-0.12%
TT	B	-0.12%
MCK	F	-0.12%
KKR	B	-0.1%
HCA	B	-0.08%
KMB	D	-0.08%
ELV	C	-0.08%
MCD	B	-0.06%
TDG	B	-0.06%
MMC	C	-0.06%
PSA	B	-0.04%
CI	C	-0.04%
SCHW	D	-0.04%
CEG	C	-0.04%
MS	D	-0.03%
EL	F	-0.03%
DELL	D	-0.02%
EQIX	C	-0.02%