WRND vs. JCTR ETF Comparison

Comparison of IQ Global Equity R&D Leaders ETF (WRND) to JPMorgan Carbon Transition U.S. Equity ETF (JCTR)
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
JCTR

JPMorgan Carbon Transition U.S. Equity ETF

JCTR Description The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JPMorgan Asset Management Carbon Transition U.S. Equity Index. The fund will invest at least 80% of its assets in securities included in index. The index is designed to capture the performance of companies which have been identified through its rules-based process as better positioned to benefit from a transition to a lower carbon economy while also providing broader U.S. market exposure.

Grade (RS Rating)

Last Trade

$81.11

Average Daily Volume

149

Number of Holdings *

428

* may have additional holdings in another (foreign) market
Performance
Period WRND JCTR
30 Days -1.90% 4.02%
60 Days -1.83% 5.04%
90 Days -1.88% 6.88%
12 Months 18.15% 32.99%
66 Overlapping Holdings
Symbol Grade Weight in WRND Weight in JCTR Overlap
AAPL C 3.25% 6.45% 3.25%
ABBV D 0.68% 0.4% 0.4%
ABBV D 0.17% 0.4% 0.17%
ABNB C 0.19% 0.22% 0.19%
ABT B 0.3% 0.19% 0.19%
ACN C 0.15% 0.71% 0.15%
ADBE C 0.39% 0.69% 0.39%
ADI D 0.15% 0.03% 0.03%
ADSK A 0.17% 0.25% 0.17%
ALNY D 0.1% 0.12% 0.1%
AMAT F 0.3% 0.5% 0.3%
AMD F 0.57% 0.66% 0.57%
AMGN D 0.47% 0.55% 0.47%
AMZN C 6.24% 3.43% 3.43%
AVGO D 0.86% 1.69% 0.86%
BSX B 0.17% 0.48% 0.17%
CAT B 0.24% 0.68% 0.24%
CDNS B 0.17% 0.3% 0.17%
CMI A 0.19% 0.11% 0.11%
CRM B 0.66% 0.33% 0.33%
CSCO B 0.93% 0.77% 0.77%
DDOG A 0.12% 0.14% 0.12%
DE A 0.24% 0.34% 0.24%
DHR F 0.14% 0.2% 0.14%
EA A 0.3% 0.16% 0.16%
EBAY D 0.16% 0.11% 0.11%
EW C 0.12% 0.15% 0.12%
EXPE B 0.18% 0.08% 0.08%
GILD C 0.64% 0.43% 0.43%
GOOGL C 5.25% 3.03% 3.03%
IBM C 0.71% 0.54% 0.54%
INCY C 0.29% 0.05% 0.05%
INTC D 1.97% 0.04% 0.04%
INTU C 0.3% 0.66% 0.3%
ISRG A 0.12% 0.67% 0.12%
JNJ D 1.48% 0.68% 0.68%
KLAC D 0.11% 0.32% 0.11%
LLY F 0.85% 1.42% 0.85%
LRCX F 0.18% 0.06% 0.06%
MDT D 0.28% 0.03% 0.03%
META D 4.08% 1.96% 1.96%
MRK F 1.59% 0.32% 0.32%
MRNA F 0.27% 0.05% 0.05%
MRVL B 0.24% 0.29% 0.24%
MSFT F 2.97% 5.71% 2.97%
MU D 0.38% 0.08% 0.08%
NFLX A 0.35% 1.01% 0.35%
NOW A 0.26% 0.74% 0.26%
NVDA C 1.34% 6.75% 1.34%
ORCL B 1.05% 0.33% 0.33%
PANW C 0.22% 0.45% 0.22%
PFE D 0.94% 0.11% 0.11%
PINS D 0.11% 0.06% 0.06%
PYPL B 0.34% 0.33% 0.33%
QCOM F 0.9% 0.2% 0.2%
REGN F 0.29% 0.3% 0.29%
SNPS B 0.22% 0.31% 0.22%
SPOT B 0.22% 0.24% 0.22%
SQ B 0.39% 0.17% 0.17%
SYK C 0.15% 0.51% 0.15%
TEAM A 0.34% 0.15% 0.15%
TMO F 0.12% 0.22% 0.12%
TSLA B 0.67% 1.98% 0.67%
TXN C 0.21% 0.16% 0.16%
UBER D 0.31% 0.49% 0.31%
VRTX F 0.84% 0.46% 0.46%
WRND Overweight 46 Positions Relative to JCTR
Symbol Grade Weight
GM B 1.2%
BMY B 1.17%
NVS D 0.96%
BABA D 0.95%
F C 0.89%
TM D 0.74%
SONY B 0.66%
STLA F 0.66%
HMC F 0.65%
BIDU F 0.39%
BA F 0.36%
RTX C 0.3%
WDAY B 0.28%
HPE B 0.27%
TCOM B 0.27%
NXPI D 0.24%
SHOP B 0.24%
LI F 0.22%
MELI D 0.21%
PG A 0.21%
BGNE D 0.2%
SNOW C 0.19%
HPQ B 0.19%
WDC D 0.19%
NIO F 0.19%
HON B 0.18%
GE D 0.18%
RIVN F 0.17%
BIIB F 0.17%
RBLX C 0.16%
MMM D 0.16%
LMT D 0.15%
ILMN D 0.14%
DASH A 0.14%
CTVA C 0.14%
GLW B 0.12%
BDX F 0.12%
NOC D 0.12%
GEHC F 0.12%
NTAP C 0.11%
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 363 Positions Relative to JCTR
Symbol Grade Weight
V A -1.21%
UNH C -1.16%
MA C -1.14%
HD A -1.05%
BRK.A B -0.95%
COP C -0.74%
MCD D -0.69%
BKNG A -0.68%
GS A -0.68%
LIN D -0.67%
AXP A -0.6%
MS A -0.57%
COST B -0.56%
PGR A -0.56%
SPGI C -0.56%
NEE D -0.55%
C A -0.49%
WMB A -0.49%
WMT A -0.48%
ADP B -0.47%
OKE A -0.46%
FI A -0.45%
SLB C -0.45%
SCHW B -0.44%
PLTR B -0.44%
CB C -0.43%
BX A -0.43%
BAC A -0.41%
PLD D -0.39%
ANET C -0.37%
NKE D -0.34%
PH A -0.34%
CMCSA B -0.34%
KKR A -0.34%
WM A -0.33%
ICE C -0.33%
ELV F -0.32%
CI F -0.31%
CMG B -0.31%
TRGP B -0.31%
TT A -0.31%
MCK B -0.3%
ITW B -0.3%
VRSK A -0.3%
CME A -0.3%
MSI B -0.3%
MCO B -0.29%
APO B -0.29%
EMR A -0.28%
AON A -0.28%
CTAS B -0.28%
CVX A -0.27%
COF B -0.26%
CVS D -0.26%
WFC A -0.25%
FANG D -0.24%
AJG B -0.24%
AFL B -0.23%
ECL D -0.23%
TRV B -0.22%
BLK C -0.22%
PCAR B -0.22%
FTNT C -0.22%
ROP B -0.22%
URI B -0.21%
CARR D -0.21%
SPG B -0.21%
PSA D -0.2%
FIS C -0.19%
AWK D -0.19%
GWW B -0.19%
MAR B -0.19%
HAL C -0.19%
SRE A -0.19%
NU C -0.18%
O D -0.18%
DHI D -0.18%
MET A -0.18%
AIG B -0.17%
AME A -0.17%
PRU A -0.17%
CPRT A -0.17%
DIS B -0.17%
MSCI C -0.17%
PAYX C -0.17%
ES D -0.16%
LEN D -0.16%
RSG A -0.16%
NEM D -0.16%
PEG A -0.16%
DFS B -0.16%
T A -0.16%
HLT A -0.15%
VZ C -0.15%
LULU C -0.15%
MNST C -0.15%
COR B -0.15%
CCI D -0.15%
OTIS C -0.15%
CBRE B -0.15%
FSLR F -0.15%
IT C -0.15%
IR B -0.15%
IQV D -0.14%
EXC C -0.14%
A D -0.14%
YUM B -0.14%
KMB D -0.14%
VEEV C -0.13%
KR B -0.13%
RMD C -0.13%
WAB B -0.13%
EXR D -0.13%
ROK B -0.13%
STZ D -0.13%
EOG A -0.13%
EIX B -0.13%
HUBS A -0.13%
KDP D -0.13%
IDXX F -0.13%
GIS D -0.13%
AZO C -0.12%
SYY B -0.12%
EFX F -0.12%
SHW A -0.12%
AVB B -0.12%
ACGL D -0.12%
ED D -0.12%
MTD D -0.11%
NDAQ A -0.11%
DXCM D -0.11%
XYL D -0.11%
GPN B -0.11%
TSCO D -0.11%
CSGP D -0.11%
ANSS B -0.11%
TTWO A -0.11%
HSY F -0.1%
SYF B -0.1%
CHD B -0.1%
PHM D -0.1%
DECK A -0.1%
TYL B -0.1%
KEYS A -0.1%
HIG B -0.1%
ARES A -0.1%
NET B -0.1%
DOV A -0.1%
PTC A -0.09%
IFF D -0.09%
SBAC D -0.09%
HUBB B -0.09%
CDW F -0.09%
LOW D -0.09%
KHC F -0.09%
VLTO D -0.09%
UNP C -0.09%
CLX B -0.08%
TDY B -0.08%
OMC C -0.08%
CBOE B -0.08%
WAT B -0.08%
HOOD B -0.08%
ADM D -0.08%
LPLA A -0.08%
WRB A -0.07%
IEX B -0.07%
MAS D -0.07%
TWLO A -0.07%
HOLX D -0.07%
SNA A -0.07%
K A -0.07%
IBKR A -0.07%
LYV A -0.07%
LII A -0.07%
AR B -0.07%
MKC D -0.07%
ULTA F -0.07%
ESS B -0.07%
MDB C -0.07%
CSL C -0.07%
TRU D -0.07%
ZBRA B -0.07%
BAH F -0.07%
ROST C -0.06%
FOXA B -0.06%
RGA A -0.06%
NI A -0.06%
TSN B -0.06%
GWRE A -0.06%
RBA A -0.06%
AVY D -0.06%
KIM A -0.06%
ENPH F -0.06%
GEN B -0.06%
EPAM C -0.06%
NTRA B -0.06%
TRMB B -0.06%
WSM B -0.06%
TOST B -0.06%
CNP B -0.06%
EXPD D -0.06%
PODD C -0.06%
CASY A -0.05%
GLOB B -0.05%
GNRC B -0.05%
CLH B -0.05%
REG B -0.05%
RNR C -0.05%
USFD A -0.05%
POOL C -0.05%
TW A -0.05%
ALB C -0.05%
JEF A -0.05%
ACM A -0.05%
TJX A -0.05%
PSTG D -0.05%
NDSN B -0.05%
GGG B -0.05%
Z A -0.05%
EG C -0.05%
EL F -0.05%
UDR B -0.05%
CUBE D -0.04%
HAS D -0.04%
OKTA C -0.04%
GME C -0.04%
MTZ B -0.04%
MKTX D -0.04%
SSD D -0.04%
FND C -0.04%
AYI B -0.04%
LW C -0.04%
OHI C -0.04%
SJM D -0.04%
WFRD D -0.04%
NVT B -0.04%
FRT B -0.04%
TPR B -0.04%
FLS B -0.04%
PCTY B -0.04%
WPC D -0.04%
AFRM B -0.04%
JLL D -0.04%
TTEK F -0.04%
BG F -0.04%
IPG D -0.04%
WTRG B -0.04%
PRI A -0.04%
JKHY D -0.04%
ALLY C -0.04%
PFGC B -0.04%
LAD A -0.04%
DAY B -0.04%
ALLE D -0.04%
CAG D -0.04%
AMH D -0.04%
CHRW C -0.04%
KMX B -0.04%
BXP D -0.04%
FMC D -0.03%
LYFT C -0.03%
ACI C -0.03%
CFLT B -0.03%
G B -0.03%
WEX D -0.03%
CPB D -0.03%
CNH C -0.03%
LSCC D -0.03%
ESI A -0.03%
RGEN D -0.03%
CE F -0.03%
CIEN B -0.03%
HES B -0.03%
ELS C -0.03%
VFC C -0.03%
REXR F -0.03%
INGR B -0.03%
MORN B -0.03%
RHI B -0.03%
FE C -0.03%
ONTO D -0.03%
BBWI D -0.03%
ZS C -0.03%
TAP C -0.03%
GPC D -0.03%
SMCI F -0.03%
WCC B -0.03%
SCCO F -0.03%
VNT B -0.02%
CWEN C -0.02%
HUN F -0.02%
FLO D -0.02%
U C -0.02%
YETI C -0.02%
POST C -0.02%
STAG F -0.02%
WEN D -0.02%
LSTR D -0.02%
CGNX C -0.02%
COTY F -0.02%
BSY D -0.02%
AMT D -0.02%
HAYW B -0.02%
AGNC D -0.02%
RYN D -0.02%
PAG B -0.02%
WHR B -0.02%
SBUX A -0.02%
WU D -0.02%
DV C -0.02%
MTCH D -0.02%
STWD C -0.02%
DLR B -0.02%
MIDD C -0.02%
ETSY D -0.02%
PLNT A -0.02%
ASH D -0.02%
WBA F -0.02%
DUK C -0.02%
XP F -0.02%
DLB B -0.02%
AMG B -0.02%
NFG A -0.02%
MKSI C -0.02%
SLM A -0.02%
FCN D -0.02%
AXS A -0.02%
FRPT B -0.02%
OLED D -0.02%
VVV F -0.02%
UGI A -0.02%
MSA D -0.02%
RL B -0.02%
PATH C -0.02%
SKX D -0.02%
BRX A -0.02%
MMC B -0.02%
CROX D -0.02%
AL B -0.02%
NFE D -0.01%
SIRI C -0.01%
CHH A -0.01%
PEGA A -0.01%
AGR B -0.01%
TPG A -0.01%
DNB B -0.01%
CERT F -0.01%
GNTX C -0.01%
CPRI F -0.01%
HXL D -0.01%
COLM B -0.01%
MAN D -0.01%
IONS F -0.01%
ENOV C -0.01%
ELF C -0.01%
ZI D -0.01%
IRDM D -0.01%
W F -0.01%
BHF B -0.0%
MPW F -0.0%
PINC B -0.0%
SMG D -0.0%
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