WRND vs. LDEM ETF Comparison

Comparison of IQ Global Equity R&D Leaders ETF (WRND) to iShares ESG MSCI EM Leaders ETF (LDEM)
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
LDEM

iShares ESG MSCI EM Leaders ETF

LDEM Description The investment seeks to track the investment results of the MSCI EM Extended ESG Leaders 5% Issuer Capped Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of emerging market companies with favorable environmental, social and governance (ESG) characteristics. It is non-diversified.

Grade (RS Rating)

Last Trade

$47.03

Average Daily Volume

2,112

Number of Holdings *

12

* may have additional holdings in another (foreign) market
Performance
Period WRND LDEM
30 Days -1.90% -4.31%
60 Days -1.83% -2.67%
90 Days -1.88% -0.15%
12 Months 18.15% 10.89%
5 Overlapping Holdings
Symbol Grade Weight in WRND Weight in LDEM Overlap
BABA D 0.95% 4.64% 0.95%
BGNE D 0.2% 0.3% 0.2%
BIDU F 0.39% 0.7% 0.39%
LI F 0.22% 0.4% 0.22%
NIO F 0.19% 0.18% 0.18%
WRND Overweight 107 Positions Relative to LDEM
Symbol Grade Weight
AMZN C 6.24%
GOOGL C 5.25%
META D 4.08%
AAPL C 3.25%
MSFT F 2.97%
INTC D 1.97%
MRK F 1.59%
JNJ D 1.48%
NVDA C 1.34%
GM B 1.2%
BMY B 1.17%
ORCL B 1.05%
NVS D 0.96%
PFE D 0.94%
CSCO B 0.93%
QCOM F 0.9%
F C 0.89%
AVGO D 0.86%
LLY F 0.85%
VRTX F 0.84%
TM D 0.74%
IBM C 0.71%
ABBV D 0.68%
TSLA B 0.67%
SONY B 0.66%
STLA F 0.66%
CRM B 0.66%
HMC F 0.65%
GILD C 0.64%
AMD F 0.57%
AMGN D 0.47%
ADBE C 0.39%
SQ B 0.39%
MU D 0.38%
BA F 0.36%
NFLX A 0.35%
TEAM A 0.34%
PYPL B 0.34%
UBER D 0.31%
AMAT F 0.3%
ABT B 0.3%
EA A 0.3%
INTU C 0.3%
RTX C 0.3%
REGN F 0.29%
INCY C 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%
CAT B 0.24%
NXPI D 0.24%
SHOP B 0.24%
MRVL B 0.24%
DE A 0.24%
SPOT B 0.22%
PANW C 0.22%
SNPS B 0.22%
MELI D 0.21%
TXN C 0.21%
PG A 0.21%
SNOW C 0.19%
HPQ B 0.19%
CMI A 0.19%
WDC D 0.19%
ABNB C 0.19%
HON B 0.18%
EXPE B 0.18%
GE D 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%
ABBV D 0.17%
EBAY D 0.16%
RBLX C 0.16%
MMM D 0.16%
ACN C 0.15%
LMT D 0.15%
ADI D 0.15%
SYK C 0.15%
ILMN D 0.14%
DASH A 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%
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 7 Positions Relative to LDEM
Symbol Grade Weight
HDB C -2.47%
YUMC C -0.53%
UMC F -0.43%
CHT D -0.42%
XPEV C -0.21%
BILI D -0.13%
MNSO F -0.05%
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