WRND vs. RAFE ETF Comparison
Comparison of IQ Global Equity R&D Leaders ETF (WRND) to PIMCO RAFI ESG U.S. ETF (RAFE)
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
80
Number of Holdings
*
109
* may have additional holdings in another (foreign) market
RAFE
PIMCO RAFI ESG U.S. ETF
RAFE Description
The investment seeks to provide total return that closely corresponds, before fees and expenses, to the total return of the RAFI ESG US Index. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its total assets in the component securities of the RAFI ESG US Index. The underlying index is constructed by RAFI Indices, LLC using a rules-based approach within publicly traded U.S. equities to create an integrated ESG strategy which overweights companies that rate well across various ESG themes and excludes companies with a major involvement in industries such as tobacco, gaming, weapons and fossil fuels.Grade (RS Rating)
Last Trade
$36.85
Average Daily Volume
5,207
Number of Holdings
*
233
* may have additional holdings in another (foreign) market
Performance
| Period | WRND | RAFE |
|---|---|---|
| 30 Days | -1.19% | 2.88% |
| 60 Days | -0.91% | 3.07% |
| 90 Days | -0.36% | 4.25% |
| 12 Months | 19.36% | 24.22% |
59 Overlapping Holdings
| Symbol | Grade | Weight in WRND | Weight in RAFE | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 3.48% | 5.36% | 3.48% | |
| ABBV | C | 0.89% | 1.52% | 0.89% | |
| ABBV | C | 0.17% | 1.52% | 0.17% | |
| ABT | C | 0.32% | 0.95% | 0.32% | |
| ACN | C | 0.16% | 0.76% | 0.16% | |
| ADBE | F | 0.43% | 0.59% | 0.43% | |
| ADI | C | 0.16% | 0.22% | 0.16% | |
| AMAT | D | 0.26% | 0.7% | 0.26% | |
| AMD | D | 0.6% | 0.12% | 0.12% | |
| AMGN | B | 0.58% | 1.06% | 0.58% | |
| AVGO | C | 0.79% | 0.97% | 0.79% | |
| BDX | D | 0.12% | 0.27% | 0.12% | |
| BIIB | F | 0.19% | 0.28% | 0.19% | |
| BMY | C | 1.18% | 1.23% | 1.18% | |
| BSX | B | 0.17% | 0.14% | 0.14% | |
| CDNS | D | 0.13% | 0.09% | 0.09% | |
| CMI | C | 0.17% | 0.26% | 0.17% | |
| CRM | D | 0.56% | 0.24% | 0.24% | |
| CSCO | C | 0.87% | 1.98% | 0.87% | |
| CTVA | B | 0.15% | 0.04% | 0.04% | |
| DE | B | 0.24% | 0.4% | 0.24% | |
| DHR | B | 0.18% | 0.35% | 0.18% | |
| EA | D | 0.27% | 0.22% | 0.22% | |
| EBAY | B | 0.19% | 0.24% | 0.19% | |
| EW | F | 0.09% | 0.11% | 0.09% | |
| F | F | 0.78% | 0.85% | 0.78% | |
| GEHC | C | 0.15% | 0.15% | 0.15% | |
| GILD | B | 0.73% | 0.71% | 0.71% | |
| GM | C | 1.02% | 1.53% | 1.02% | |
| HPE | D | 0.2% | 0.42% | 0.2% | |
| HPQ | D | 0.15% | 0.52% | 0.15% | |
| IBM | B | 0.91% | 1.59% | 0.91% | |
| ILMN | C | 0.17% | 0.02% | 0.02% | |
| INTC | F | 1.08% | 1.59% | 1.08% | |
| ISRG | B | 0.13% | 0.1% | 0.1% | |
| JNJ | C | 1.8% | 2.83% | 1.8% | |
| JNPR | B | 0.13% | 0.17% | 0.13% | |
| KLAC | D | 0.12% | 0.15% | 0.12% | |
| LLY | C | 1.11% | 0.74% | 0.74% | |
| LRCX | F | 0.14% | 0.44% | 0.14% | |
| MCHP | F | 0.1% | 0.06% | 0.06% | |
| META | B | 4.29% | 1.93% | 1.93% | |
| MMM | B | 0.24% | 0.96% | 0.24% | |
| MRK | D | 2.67% | 1.62% | 1.62% | |
| MRVL | C | 0.21% | 0.06% | 0.06% | |
| MSFT | C | 2.86% | 4.9% | 2.86% | |
| MU | F | 0.21% | 0.76% | 0.21% | |
| NFLX | B | 0.29% | 0.12% | 0.12% | |
| NVDA | D | 0.95% | 0.5% | 0.5% | |
| ORCL | C | 1.09% | 1.22% | 1.09% | |
| PFE | C | 1.18% | 2.06% | 1.18% | |
| PG | C | 0.22% | 2.43% | 0.22% | |
| PYPL | B | 0.37% | 0.41% | 0.37% | |
| QCOM | D | 0.72% | 1.36% | 0.72% | |
| SNPS | D | 0.17% | 0.06% | 0.06% | |
| SYK | C | 0.15% | 0.17% | 0.15% | |
| TSLA | C | 0.58% | 0.33% | 0.33% | |
| TXN | C | 0.2% | 0.73% | 0.2% | |
| WDC | D | 0.16% | 0.3% | 0.16% |
WRND Overweight 50 Positions Relative to RAFE
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | 5.84% | |
| GOOGL | D | 4.16% | |
| NVS | C | 1.2% | |
| BABA | B | 1.06% | |
| TM | F | 0.96% | |
| HMC | D | 0.81% | |
| SONY | C | 0.74% | |
| STLA | F | 0.56% | |
| REGN | C | 0.48% | |
| BIDU | D | 0.4% | |
| VRTX | D | 0.38% | |
| BA | F | 0.35% | |
| RTX | C | 0.35% | |
| UBER | C | 0.33% | |
| MDT | C | 0.32% | |
| WDAY | D | 0.31% | |
| INTU | C | 0.3% | |
| SQ | D | 0.3% | |
| NOW | B | 0.29% | |
| NIO | C | 0.29% | |
| BGNE | C | 0.28% | |
| RIVN | F | 0.26% | |
| MELI | B | 0.26% | |
| CAT | B | 0.24% | |
| MRNA | F | 0.23% | |
| GE | B | 0.22% | |
| SHOP | C | 0.22% | |
| TEAM | D | 0.22% | |
| LI | D | 0.22% | |
| NXPI | F | 0.21% | |
| TCOM | C | 0.21% | |
| PANW | D | 0.2% | |
| SPOT | B | 0.19% | |
| LMT | C | 0.19% | |
| INCY | C | 0.18% | |
| RBLX | B | 0.18% | |
| ADSK | C | 0.16% | |
| HON | D | 0.15% | |
| ABNB | D | 0.15% | |
| TMO | B | 0.15% | |
| NOC | B | 0.15% | |
| EXPE | C | 0.15% | |
| DASH | C | 0.13% | |
| LPL | F | 0.13% | |
| SNOW | F | 0.13% | |
| U | D | 0.13% | |
| GLW | C | 0.12% | |
| APTV | D | 0.12% | |
| CNH | D | 0.11% | |
| PINS | F | 0.08% |
WRND Underweight 175 Positions Relative to RAFE
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | D | -3.02% | |
| C | C | -2.39% | |
| T | C | -2.04% | |
| WFC | D | -1.87% | |
| HD | B | -1.36% | |
| CI | C | -1.2% | |
| BAC | D | -1.16% | |
| CMCSA | D | -1.16% | |
| LIN | B | -1.08% | |
| ELV | C | -1.05% | |
| UNH | C | -1.03% | |
| VZ | B | -0.99% | |
| KO | C | -0.94% | |
| TGT | C | -0.91% | |
| LOW | B | -0.88% | |
| V | C | -0.85% | |
| DIS | D | -0.8% | |
| MA | B | -0.6% | |
| MET | B | -0.56% | |
| DD | B | -0.51% | |
| BLK | B | -0.5% | |
| AXP | B | -0.5% | |
| ALL | B | -0.49% | |
| DOW | D | -0.47% | |
| PRU | C | -0.45% | |
| BBY | C | -0.45% | |
| GS | C | -0.45% | |
| FDX | C | -0.45% | |
| NEM | B | -0.44% | |
| CL | D | -0.42% | |
| UPS | D | -0.41% | |
| TJX | B | -0.4% | |
| NKE | D | -0.38% | |
| JCI | B | -0.38% | |
| WM | D | -0.34% | |
| FIS | B | -0.33% | |
| ADP | B | -0.33% | |
| CARR | B | -0.32% | |
| TMUS | C | -0.32% | |
| PGR | B | -0.3% | |
| MCK | F | -0.29% | |
| GIS | B | -0.29% | |
| KMB | D | -0.29% | |
| MDLZ | B | -0.28% | |
| APD | B | -0.28% | |
| HUM | F | -0.28% | |
| IP | B | -0.28% | |
| WELL | C | -0.28% | |
| CBRE | A | -0.26% | |
| CCI | C | -0.26% | |
| NTAP | D | -0.25% | |
| ECL | B | -0.24% | |
| ITW | C | -0.23% | |
| CAH | C | -0.23% | |
| HIG | B | -0.22% | |
| ADM | D | -0.21% | |
| AMP | A | -0.21% | |
| CVS | D | -0.21% | |
| STT | A | -0.2% | |
| EIX | C | -0.2% | |
| WY | C | -0.2% | |
| LUMN | C | -0.2% | |
| KHC | C | -0.19% | |
| VTR | C | -0.19% | |
| MAR | C | -0.19% | |
| SYY | D | -0.19% | |
| AMT | C | -0.18% | |
| EQIX | C | -0.18% | |
| IRM | C | -0.18% | |
| JLL | B | -0.17% | |
| PPG | D | -0.17% | |
| DVA | B | -0.16% | |
| BK | B | -0.16% | |
| MSI | B | -0.16% | |
| CTSH | C | -0.16% | |
| SPGI | B | -0.16% | |
| WHR | D | -0.15% | |
| PLD | C | -0.14% | |
| A | C | -0.14% | |
| EQR | B | -0.14% | |
| MCO | B | -0.14% | |
| VFC | C | -0.14% | |
| GWW | B | -0.14% | |
| BALL | C | -0.14% | |
| K | B | -0.14% | |
| SHW | B | -0.14% | |
| OC | D | -0.14% | |
| TSN | C | -0.13% | |
| DG | F | -0.13% | |
| PARA | F | -0.13% | |
| AVB | B | -0.13% | |
| BAX | C | -0.13% | |
| ARW | C | -0.13% | |
| PFG | B | -0.13% | |
| KSS | F | -0.13% | |
| OMC | B | -0.12% | |
| ZTS | C | -0.12% | |
| MOS | F | -0.12% | |
| AWK | B | -0.12% | |
| KDP | B | -0.12% | |
| PKG | B | -0.11% | |
| WBA | F | -0.11% | |
| CDW | D | -0.1% | |
| SOLV | C | -0.1% | |
| HLT | B | -0.1% | |
| CF | C | -0.1% | |
| VTRS | D | -0.1% | |
| GAP | F | -0.1% | |
| TSCO | C | -0.09% | |
| DGX | B | -0.09% | |
| PVH | F | -0.09% | |
| EL | F | -0.09% | |
| LNC | D | -0.09% | |
| HST | C | -0.09% | |
| TER | D | -0.09% | |
| FITB | B | -0.09% | |
| IFF | B | -0.08% | |
| LEA | F | -0.08% | |
| SWK | B | -0.08% | |
| OTIS | C | -0.08% | |
| HOLX | B | -0.08% | |
| AVT | C | -0.08% | |
| SJM | C | -0.08% | |
| WAT | C | -0.08% | |
| ON | D | -0.08% | |
| MHK | C | -0.08% | |
| FOXA | B | -0.08% | |
| USFD | B | -0.07% | |
| HAS | B | -0.07% | |
| FAST | C | -0.07% | |
| DOX | C | -0.07% | |
| LKQ | F | -0.07% | |
| GPC | D | -0.07% | |
| PAYX | C | -0.07% | |
| TPR | C | -0.07% | |
| EQH | C | -0.06% | |
| O | C | -0.06% | |
| RSG | D | -0.06% | |
| MAA | B | -0.06% | |
| AKAM | D | -0.06% | |
| DOV | B | -0.06% | |
| DXC | C | -0.05% | |
| FL | D | -0.05% | |
| XRX | D | -0.05% | |
| HSY | C | -0.05% | |
| CPB | C | -0.05% | |
| ESS | B | -0.05% | |
| DELL | D | -0.05% | |
| BKNG | C | -0.05% | |
| CHD | D | -0.05% | |
| NWL | C | -0.04% | |
| TROW | D | -0.04% | |
| ROK | D | -0.04% | |
| NTRS | A | -0.04% | |
| OGN | D | -0.04% | |
| CAG | C | -0.04% | |
| KEYS | C | -0.04% | |
| HUN | D | -0.04% | |
| HSIC | C | -0.04% | |
| WU | F | -0.04% | |
| FLEX | C | -0.04% | |
| KD | D | -0.03% | |
| AAP | F | -0.03% | |
| VNO | B | -0.03% | |
| AGCO | D | -0.03% | |
| ORLY | C | -0.02% | |
| NWSA | D | -0.02% | |
| GT | F | -0.02% | |
| KLG | C | -0.01% | |
| WAB | B | -0.01% | |
| HRL | C | -0.01% | |
| NDAQ | A | -0.01% | |
| MAN | C | -0.01% | |
| KIM | C | -0.01% | |
| ANET | B | -0.01% |
WRND: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Semiconductors
Auto Manufacturers
Biotechnology
Internet Content & Information
Medical Devices
Aerospace & Defense
Specialty Retail
Communication Equipment
Consumer Electronics
Diagnostics & Research
Diversified Industrials
Farm & Construction Equipment
Semiconductor Equipment & Materials
Information Technology Services
Internet Content & Information
Leisure
Medical Instruments & Supplies
Software - Infrastructure
RAFE: Top Represented Industries & Keywords
Industries:
Semiconductors
Drug Manufacturers - Major
Packaged Foods
Information Technology Services
Asset Management
Household & Personal Products
Specialty Retail
Credit Services
Diagnostics & Research
Diversified Industrials
Health Care Plans
Software - Application
Specialty Chemicals
Telecom Services
Banks - Global
Business Services
Chemicals
Communication Equipment
Insurance - Life
Medical Devices
Keywords:
S&P 500
Nasdaq 100
Computing
Dow Jones Component
Insurance
Semiconductor
Medicine
Real Estate Investment Trust
Telecommunications
Integrated Circuits
Mobile Devices
Cloud Computing
Information And Communications Technology
Bank
Department Store
Electronics
Pharmaceutical Products
Aerospace
Banking
Chemical
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