WRND vs. PHDG ETF Comparison
Comparison of IQ Global Equity R&D Leaders ETF (WRND) to PowerShares S&P 500 Downside Hedged Portfolio (PHDG)
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
$29.33
Average Daily Volume
1,357
112
PHDG
PowerShares S&P 500 Downside Hedged Portfolio
PHDG Description
The PowerShares S&P 500® Downside Hedged Portfolio (the Fund) is an actively managed exchange-traded fund (ETF) that seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad equity or fixed-income market returns. The Fund seeks to achieve its investment objective by using a quantitative, rules-based strategy designed to provide returns that correspond to the performance of the S&P 500® Dynamic VEQTOR Index (the Index). The Index provides investors with broad equity market exposure with an implied volatility hedge by dynamically allocating between equity, volatility and cash. The index allows investors to receive exposure to the equity and volatility of the S&P 500 Index in a dynamic framework.Grade (RS Rating)
Last Trade
$38.59
Average Daily Volume
12,575
499
Performance
Period | WRND | PHDG |
---|---|---|
30 Days | -1.40% | -0.52% |
60 Days | -3.41% | 1.61% |
90 Days | -0.58% | 2.51% |
12 Months | 18.88% | 19.62% |
83 Overlapping Holdings
Symbol | Grade | Weight in WRND | Weight in PHDG | Overlap | |
---|---|---|---|---|---|
AAPL | B | 3.25% | 3.74% | 3.25% | |
ABBV | D | 0.68% | 0.32% | 0.32% | |
ABBV | D | 0.17% | 0.32% | 0.17% | |
ABNB | C | 0.19% | 0.06% | 0.06% | |
ABT | B | 0.3% | 0.22% | 0.22% | |
ACN | B | 0.15% | 0.24% | 0.15% | |
ADBE | C | 0.39% | 0.25% | 0.25% | |
ADI | D | 0.15% | 0.11% | 0.11% | |
ADSK | B | 0.17% | 0.07% | 0.07% | |
AMAT | F | 0.3% | 0.17% | 0.17% | |
AMD | F | 0.57% | 0.24% | 0.24% | |
AMGN | D | 0.47% | 0.17% | 0.17% | |
AMZN | C | 6.24% | 2.13% | 2.13% | |
APTV | F | 0.1% | 0.02% | 0.02% | |
AVGO | D | 0.86% | 0.86% | 0.86% | |
BA | D | 0.36% | 0.11% | 0.11% | |
BDX | F | 0.12% | 0.07% | 0.07% | |
BIIB | F | 0.17% | 0.03% | 0.03% | |
BMY | B | 1.17% | 0.13% | 0.13% | |
BSX | C | 0.17% | 0.14% | 0.14% | |
CAT | B | 0.24% | 0.2% | 0.2% | |
CDNS | B | 0.17% | 0.09% | 0.09% | |
CMI | A | 0.19% | 0.05% | 0.05% | |
CRM | B | 0.66% | 0.35% | 0.35% | |
CSCO | A | 0.93% | 0.25% | 0.25% | |
CTVA | B | 0.14% | 0.04% | 0.04% | |
DE | B | 0.24% | 0.11% | 0.11% | |
DHR | D | 0.14% | 0.17% | 0.14% | |
EA | C | 0.3% | 0.04% | 0.04% | |
EBAY | C | 0.16% | 0.03% | 0.03% | |
EW | C | 0.12% | 0.04% | 0.04% | |
EXPE | B | 0.18% | 0.02% | 0.02% | |
F | C | 0.89% | 0.05% | 0.05% | |
GE | D | 0.18% | 0.21% | 0.18% | |
GEHC | F | 0.12% | 0.04% | 0.04% | |
GILD | B | 0.64% | 0.12% | 0.12% | |
GLW | B | 0.12% | 0.04% | 0.04% | |
GM | B | 1.2% | 0.07% | 0.07% | |
GOOGL | C | 5.25% | 1.11% | 1.11% | |
HON | B | 0.18% | 0.16% | 0.16% | |
HPE | B | 0.27% | 0.03% | 0.03% | |
HPQ | B | 0.19% | 0.04% | 0.04% | |
IBM | C | 0.71% | 0.21% | 0.21% | |
INCY | C | 0.29% | 0.01% | 0.01% | |
INTC | C | 1.97% | 0.12% | 0.12% | |
INTU | C | 0.3% | 0.21% | 0.21% | |
ISRG | C | 0.12% | 0.21% | 0.12% | |
JNJ | D | 1.48% | 0.39% | 0.39% | |
JNPR | F | 0.11% | 0.01% | 0.01% | |
KLAC | F | 0.11% | 0.09% | 0.09% | |
LLY | F | 0.85% | 0.67% | 0.67% | |
LMT | D | 0.15% | 0.12% | 0.12% | |
LRCX | F | 0.18% | 0.11% | 0.11% | |
MCHP | F | 0.09% | 0.04% | 0.04% | |
MDT | D | 0.28% | 0.12% | 0.12% | |
META | D | 4.08% | 1.36% | 1.36% | |
MMM | D | 0.16% | 0.08% | 0.08% | |
MRK | F | 1.59% | 0.27% | 0.27% | |
MRNA | F | 0.27% | 0.01% | 0.01% | |
MSFT | D | 2.97% | 3.42% | 2.97% | |
MU | D | 0.38% | 0.12% | 0.12% | |
NFLX | B | 0.35% | 0.39% | 0.35% | |
NOC | D | 0.12% | 0.07% | 0.07% | |
NOW | B | 0.26% | 0.23% | 0.23% | |
NTAP | C | 0.11% | 0.03% | 0.03% | |
NVDA | C | 1.34% | 3.89% | 1.34% | |
NXPI | D | 0.24% | 0.06% | 0.06% | |
ORCL | C | 1.05% | 0.32% | 0.32% | |
PANW | C | 0.22% | 0.14% | 0.14% | |
PFE | D | 0.94% | 0.16% | 0.16% | |
PG | A | 0.21% | 0.42% | 0.21% | |
PYPL | A | 0.34% | 0.09% | 0.09% | |
QCOM | F | 0.9% | 0.2% | 0.2% | |
REGN | F | 0.29% | 0.09% | 0.09% | |
RTX | D | 0.3% | 0.17% | 0.17% | |
SNPS | B | 0.22% | 0.09% | 0.09% | |
SYK | C | 0.15% | 0.14% | 0.14% | |
TMO | F | 0.12% | 0.22% | 0.12% | |
TSLA | B | 0.67% | 0.93% | 0.67% | |
TXN | D | 0.21% | 0.2% | 0.2% | |
UBER | D | 0.31% | 0.16% | 0.16% | |
VRTX | D | 0.84% | 0.13% | 0.13% | |
WDC | C | 0.19% | 0.02% | 0.02% |
WRND Overweight 29 Positions Relative to PHDG
Symbol | Grade | Weight | |
---|---|---|---|
NVS | F | 0.96% | |
BABA | D | 0.95% | |
TM | D | 0.74% | |
SONY | B | 0.66% | |
STLA | F | 0.66% | |
HMC | F | 0.65% | |
BIDU | F | 0.39% | |
SQ | B | 0.39% | |
TEAM | B | 0.34% | |
WDAY | C | 0.28% | |
TCOM | B | 0.27% | |
SHOP | B | 0.24% | |
MRVL | B | 0.24% | |
SPOT | B | 0.22% | |
LI | F | 0.22% | |
MELI | C | 0.21% | |
BGNE | D | 0.2% | |
SNOW | C | 0.19% | |
NIO | F | 0.19% | |
RIVN | D | 0.17% | |
RBLX | C | 0.16% | |
ILMN | C | 0.14% | |
DASH | A | 0.14% | |
DDOG | A | 0.12% | |
LPL | F | 0.11% | |
PINS | F | 0.11% | |
UL | D | 0.11% | |
ALNY | D | 0.1% | |
LCID | F | 0.07% |
WRND Underweight 417 Positions Relative to PHDG
Symbol | Grade | Weight | |
---|---|---|---|
GOOG | C | -0.92% | |
BRK.A | B | -0.92% | |
JPM | B | -0.74% | |
UNH | B | -0.59% | |
XOM | C | -0.58% | |
V | A | -0.56% | |
MA | B | -0.46% | |
COST | B | -0.44% | |
HD | A | -0.43% | |
WMT | B | -0.4% | |
BAC | A | -0.33% | |
CVX | B | -0.3% | |
WFC | A | -0.27% | |
KO | D | -0.26% | |
PEP | F | -0.24% | |
MCD | D | -0.23% | |
LIN | D | -0.23% | |
DIS | B | -0.21% | |
PM | B | -0.21% | |
GS | B | -0.2% | |
VZ | B | -0.19% | |
SPGI | C | -0.18% | |
MS | B | -0.18% | |
CMCSA | C | -0.18% | |
BKNG | B | -0.18% | |
LOW | C | -0.17% | |
NEE | D | -0.17% | |
T | A | -0.17% | |
AXP | A | -0.17% | |
ETN | A | -0.16% | |
BLK | C | -0.16% | |
PGR | A | -0.16% | |
TJX | A | -0.15% | |
UNP | C | -0.15% | |
C | A | -0.14% | |
BX | B | -0.14% | |
COP | D | -0.14% | |
TMUS | A | -0.13% | |
PLTR | B | -0.13% | |
SCHW | A | -0.13% | |
FI | A | -0.13% | |
ADP | B | -0.13% | |
CB | D | -0.12% | |
MMC | A | -0.12% | |
SBUX | B | -0.12% | |
ANET | C | -0.11% | |
KKR | B | -0.11% | |
PLD | D | -0.11% | |
PH | A | -0.1% | |
GEV | C | -0.1% | |
ICE | D | -0.1% | |
SHW | A | -0.1% | |
CI | D | -0.1% | |
AMT | D | -0.1% | |
NKE | F | -0.1% | |
TT | B | -0.1% | |
ELV | F | -0.1% | |
MO | A | -0.1% | |
SO | D | -0.1% | |
UPS | C | -0.1% | |
ZTS | D | -0.09% | |
MCK | C | -0.09% | |
CRWD | B | -0.09% | |
CME | A | -0.09% | |
WM | A | -0.09% | |
AON | A | -0.09% | |
CMG | B | -0.09% | |
MSI | C | -0.09% | |
PNC | A | -0.09% | |
DUK | C | -0.09% | |
EQIX | A | -0.09% | |
APH | B | -0.09% | |
MDLZ | F | -0.09% | |
COF | B | -0.08% | |
APD | A | -0.08% | |
CEG | D | -0.08% | |
TGT | F | -0.08% | |
ORLY | B | -0.08% | |
TDG | D | -0.08% | |
ITW | A | -0.08% | |
EMR | A | -0.08% | |
CTAS | B | -0.08% | |
CL | D | -0.08% | |
GD | F | -0.08% | |
MCO | A | -0.08% | |
EOG | C | -0.08% | |
WELL | C | -0.08% | |
USB | A | -0.08% | |
PCAR | B | -0.07% | |
ROP | B | -0.07% | |
HLT | A | -0.07% | |
SLB | C | -0.07% | |
TFC | B | -0.07% | |
FCX | F | -0.07% | |
ECL | D | -0.07% | |
CARR | C | -0.07% | |
OKE | C | -0.07% | |
HCA | F | -0.07% | |
AJG | A | -0.07% | |
MAR | A | -0.07% | |
FDX | B | -0.07% | |
WMB | B | -0.07% | |
CSX | B | -0.07% | |
CVS | D | -0.07% | |
ALL | B | -0.06% | |
KMI | B | -0.06% | |
PSA | C | -0.06% | |
GWW | A | -0.06% | |
MPC | F | -0.06% | |
AZO | C | -0.06% | |
PSX | C | -0.06% | |
SPG | C | -0.06% | |
DLR | A | -0.06% | |
RCL | B | -0.06% | |
AMP | B | -0.06% | |
AFL | B | -0.06% | |
URI | B | -0.06% | |
FICO | B | -0.06% | |
JCI | C | -0.06% | |
BK | A | -0.06% | |
SRE | A | -0.06% | |
TRV | B | -0.06% | |
NSC | A | -0.06% | |
FTNT | C | -0.06% | |
TRGP | B | -0.05% | |
ODFL | B | -0.05% | |
COR | C | -0.05% | |
RSG | A | -0.05% | |
BKR | C | -0.05% | |
PEG | A | -0.05% | |
AXON | B | -0.05% | |
DFS | B | -0.05% | |
KMB | C | -0.05% | |
CCI | D | -0.05% | |
VLO | C | -0.05% | |
PCG | B | -0.05% | |
PRU | A | -0.05% | |
AME | A | -0.05% | |
KVUE | A | -0.05% | |
HWM | B | -0.05% | |
NEM | F | -0.05% | |
PAYX | B | -0.05% | |
FAST | B | -0.05% | |
LHX | C | -0.05% | |
D | C | -0.05% | |
ROST | C | -0.05% | |
VST | B | -0.05% | |
PWR | A | -0.05% | |
MSCI | C | -0.05% | |
DHI | D | -0.05% | |
FIS | D | -0.05% | |
MET | A | -0.05% | |
AIG | B | -0.05% | |
O | D | -0.05% | |
AEP | D | -0.05% | |
CPRT | A | -0.05% | |
ROK | B | -0.04% | |
VICI | C | -0.04% | |
ED | D | -0.04% | |
IRM | C | -0.04% | |
HUM | C | -0.04% | |
RMD | C | -0.04% | |
OXY | F | -0.04% | |
HIG | B | -0.04% | |
FANG | F | -0.04% | |
WAB | B | -0.04% | |
EXR | C | -0.04% | |
DD | D | -0.04% | |
NUE | D | -0.04% | |
IDXX | F | -0.04% | |
IQV | F | -0.04% | |
MTB | B | -0.04% | |
GIS | D | -0.04% | |
MLM | B | -0.04% | |
SYY | C | -0.04% | |
VMC | B | -0.04% | |
ACGL | D | -0.04% | |
KDP | D | -0.04% | |
STZ | D | -0.04% | |
A | D | -0.04% | |
LULU | C | -0.04% | |
EXC | D | -0.04% | |
CHTR | C | -0.04% | |
XEL | A | -0.04% | |
YUM | B | -0.04% | |
DELL | C | -0.04% | |
KR | A | -0.04% | |
MNST | B | -0.04% | |
CBRE | B | -0.04% | |
OTIS | C | -0.04% | |
CTSH | B | -0.04% | |
HES | C | -0.04% | |
VRSK | A | -0.04% | |
LEN | C | -0.04% | |
IT | C | -0.04% | |
IR | A | -0.04% | |
DAL | B | -0.04% | |
CINF | A | -0.03% | |
SBAC | D | -0.03% | |
HUBB | B | -0.03% | |
AEE | A | -0.03% | |
RF | B | -0.03% | |
CDW | F | -0.03% | |
PPL | B | -0.03% | |
CCL | B | -0.03% | |
WST | C | -0.03% | |
DVN | F | -0.03% | |
DTE | C | -0.03% | |
SW | B | -0.03% | |
EQR | B | -0.03% | |
ADM | F | -0.03% | |
VLTO | C | -0.03% | |
EQT | B | -0.03% | |
HBAN | B | -0.03% | |
SYF | A | -0.03% | |
AWK | D | -0.03% | |
CPAY | A | -0.03% | |
BRO | B | -0.03% | |
GDDY | B | -0.03% | |
TYL | A | -0.03% | |
VTR | D | -0.03% | |
MTD | F | -0.03% | |
CHD | B | -0.03% | |
HSY | F | -0.03% | |
FTV | B | -0.03% | |
BR | A | -0.03% | |
HAL | C | -0.03% | |
TROW | A | -0.03% | |
PHM | C | -0.03% | |
KEYS | B | -0.03% | |
DECK | A | -0.03% | |
DOV | A | -0.03% | |
KHC | D | -0.03% | |
STT | A | -0.03% | |
MPWR | F | -0.03% | |
ON | C | -0.03% | |
NVR | D | -0.03% | |
PPG | D | -0.03% | |
GPN | C | -0.03% | |
CAH | B | -0.03% | |
TTWO | B | -0.03% | |
XYL | D | -0.03% | |
ANSS | B | -0.03% | |
RJF | A | -0.03% | |
TSCO | C | -0.03% | |
DXCM | C | -0.03% | |
UAL | B | -0.03% | |
WEC | A | -0.03% | |
CSGP | C | -0.03% | |
CNC | F | -0.03% | |
DOW | F | -0.03% | |
ETR | B | -0.03% | |
EIX | A | -0.03% | |
WTW | B | -0.03% | |
FITB | B | -0.03% | |
NDAQ | A | -0.03% | |
EFX | D | -0.03% | |
AVB | B | -0.03% | |
GRMN | A | -0.03% | |
EPAM | C | -0.02% | |
NDSN | B | -0.02% | |
ROL | B | -0.02% | |
FFIV | A | -0.02% | |
RVTY | D | -0.02% | |
EVRG | A | -0.02% | |
JBL | C | -0.02% | |
AMCR | D | -0.02% | |
JBHT | C | -0.02% | |
DOC | C | -0.02% | |
VTRS | B | -0.02% | |
L | B | -0.02% | |
EL | F | -0.02% | |
LNT | A | -0.02% | |
DPZ | C | -0.02% | |
CF | B | -0.02% | |
VRSN | F | -0.02% | |
ALGN | D | -0.02% | |
EG | C | -0.02% | |
TXT | D | -0.02% | |
MRO | B | -0.02% | |
AVY | D | -0.02% | |
NI | A | -0.02% | |
BAX | F | -0.02% | |
GEN | A | -0.02% | |
KIM | A | -0.02% | |
ARE | D | -0.02% | |
DG | F | -0.02% | |
EXPD | C | -0.02% | |
LVS | C | -0.02% | |
GPC | D | -0.02% | |
MAS | C | -0.02% | |
TRMB | B | -0.02% | |
TER | F | -0.02% | |
IEX | B | -0.02% | |
DGX | B | -0.02% | |
PNR | B | -0.02% | |
J | F | -0.02% | |
KEY | A | -0.02% | |
WRB | A | -0.02% | |
BBY | D | -0.02% | |
MOH | F | -0.02% | |
HOLX | D | -0.02% | |
ULTA | F | -0.02% | |
TSN | B | -0.02% | |
PODD | B | -0.02% | |
PFG | C | -0.02% | |
MAA | B | -0.02% | |
CTRA | B | -0.02% | |
BALL | D | -0.02% | |
SNA | A | -0.02% | |
MKC | D | -0.02% | |
NRG | C | -0.02% | |
FDS | B | -0.02% | |
INVH | D | -0.02% | |
ESS | B | -0.02% | |
LUV | B | -0.02% | |
CNP | A | -0.02% | |
IP | B | -0.02% | |
STLD | B | -0.02% | |
DRI | B | -0.02% | |
LH | B | -0.02% | |
CMS | C | -0.02% | |
LYV | A | -0.02% | |
ZBRA | A | -0.02% | |
STX | D | -0.02% | |
OMC | C | -0.02% | |
CLX | C | -0.02% | |
CBOE | B | -0.02% | |
CFG | B | -0.02% | |
FSLR | F | -0.02% | |
FE | D | -0.02% | |
PKG | B | -0.02% | |
BLDR | C | -0.02% | |
NTRS | A | -0.02% | |
LYB | F | -0.02% | |
K | A | -0.02% | |
STE | F | -0.02% | |
ES | D | -0.02% | |
WBD | C | -0.02% | |
ZBH | C | -0.02% | |
TDY | B | -0.02% | |
WAT | B | -0.02% | |
ATO | A | -0.02% | |
WY | D | -0.02% | |
LDOS | D | -0.02% | |
IFF | D | -0.02% | |
PTC | A | -0.02% | |
FOX | B | -0.01% | |
QRVO | F | -0.01% | |
WBA | D | -0.01% | |
BEN | C | -0.01% | |
PARA | C | -0.01% | |
FMC | D | -0.01% | |
DVA | B | -0.01% | |
MHK | D | -0.01% | |
HII | F | -0.01% | |
BWA | C | -0.01% | |
IVZ | B | -0.01% | |
CE | F | -0.01% | |
MTCH | F | -0.01% | |
HAS | D | -0.01% | |
APA | F | -0.01% | |
MOS | F | -0.01% | |
HSIC | B | -0.01% | |
CZR | D | -0.01% | |
RL | B | -0.01% | |
FRT | A | -0.01% | |
ENPH | F | -0.01% | |
MGM | F | -0.01% | |
WYNN | D | -0.01% | |
AOS | D | -0.01% | |
CPB | D | -0.01% | |
HRL | D | -0.01% | |
TFX | F | -0.01% | |
SMCI | D | -0.01% | |
SOLV | C | -0.01% | |
GL | C | -0.01% | |
AES | F | -0.01% | |
MKTX | D | -0.01% | |
CRL | C | -0.01% | |
ERIE | D | -0.01% | |
LKQ | D | -0.01% | |
PNW | B | -0.01% | |
CTLT | B | -0.01% | |
FOXA | C | -0.01% | |
IPG | C | -0.01% | |
PAYC | A | -0.01% | |
TAP | C | -0.01% | |
NWSA | B | -0.01% | |
AIZ | B | -0.01% | |
GNRC | B | -0.01% | |
TECH | C | -0.01% | |
LW | C | -0.01% | |
BXP | D | -0.01% | |
NCLH | B | -0.01% | |
SJM | D | -0.01% | |
EMN | D | -0.01% | |
UHS | D | -0.01% | |
ALB | C | -0.01% | |
REG | B | -0.01% | |
DAY | A | -0.01% | |
KMX | B | -0.01% | |
HST | C | -0.01% | |
ALLE | D | -0.01% | |
BG | F | -0.01% | |
JKHY | D | -0.01% | |
CPT | B | -0.01% | |
CHRW | C | -0.01% | |
CAG | D | -0.01% | |
SWK | D | -0.01% | |
DLTR | D | -0.01% | |
TPR | A | -0.01% | |
UDR | B | -0.01% | |
AKAM | F | -0.01% | |
SWKS | F | -0.01% | |
POOL | C | -0.01% | |
NWS | B | -0.0% |
WRND: Top Represented Industries & Keywords
PHDG: Top Represented Industries & Keywords