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

Number of Holdings *

112

* may have additional holdings in another (foreign) market
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

Number of Holdings *

499

* may have additional holdings in another (foreign) market
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%
Compare ETFs