DFVX vs. LRND ETF Comparison
Comparison of Dimensional US Large Cap Vector ETF (DFVX) to IQ U.S. Large Cap R&D Leaders ETF (LRND)
DFVX
Dimensional US Large Cap Vector ETF
DFVX Description
The advisor implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. The portfolio is designed to purchase a broad and diverse group of readily marketable securities of U.S. large cap companies that the advisor determines to have higher profitability and lower relative price as compared to other U.S. large cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, the portfolio will invest at least 80% of its net assets in equity securities of large cap U.S. companies.
Grade (RS Rating)
Last Trade
$67.99
Average Daily Volume
14,879
Number of Holdings
*
326
* may have additional holdings in another (foreign) market
LRND
IQ U.S. Large Cap R&D Leaders ETF
LRND Description
IQ U.S. Large Cap 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 the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of large-cap companies. The fund seeks to track the performance of the IQ U.S. Large Cap R&D Leaders Index, by using full replication technique. IQ U.S. Large Cap R&D Leaders ETF was formed on December 14, 2021 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$33.89
Average Daily Volume
416
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
Performance
| Period | DFVX | LRND |
|---|---|---|
| 30 Days | 3.63% | 2.07% |
| 60 Days | 4.02% | 2.22% |
| 90 Days | 6.22% | 4.29% |
| 12 Months | 28.45% | 28.44% |
49 Overlapping Holdings
| Symbol | Grade | Weight in DFVX | Weight in LRND | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 0.66% | 1.24% | 0.66% | |
| ABT | B | 0.57% | 0.54% | 0.54% | |
| ACN | C | 0.7% | 0.26% | 0.26% | |
| ADBE | C | 0.64% | 0.7% | 0.64% | |
| ADI | D | 0.23% | 0.27% | 0.23% | |
| ADSK | A | 0.15% | 0.3% | 0.15% | |
| AMAT | F | 0.4% | 0.54% | 0.4% | |
| AMGN | D | 0.73% | 0.85% | 0.73% | |
| AMZN | C | 5.61% | 8.83% | 5.61% | |
| AVGO | D | 0.57% | 1.58% | 0.57% | |
| BDX | F | 0.19% | 0.21% | 0.19% | |
| BMY | B | 0.41% | 2.13% | 0.41% | |
| BSX | B | 0.07% | 0.3% | 0.07% | |
| CAT | B | 1.09% | 0.43% | 0.43% | |
| CMI | A | 0.24% | 0.34% | 0.24% | |
| CSCO | B | 0.65% | 1.69% | 0.65% | |
| DE | A | 0.5% | 0.43% | 0.43% | |
| EA | A | 0.21% | 0.55% | 0.21% | |
| EBAY | D | 0.24% | 0.29% | 0.24% | |
| EW | C | 0.13% | 0.22% | 0.13% | |
| EXPE | B | 0.1% | 0.33% | 0.1% | |
| F | C | 0.32% | 1.62% | 0.32% | |
| GEHC | F | 0.26% | 0.23% | 0.23% | |
| GILD | C | 0.69% | 1.17% | 0.69% | |
| GLW | B | 0.26% | 0.21% | 0.21% | |
| GM | B | 0.45% | 2.19% | 0.45% | |
| GOOGL | C | 2.62% | 8.96% | 2.62% | |
| HON | B | 0.76% | 0.32% | 0.32% | |
| HPE | B | 0.18% | 0.5% | 0.18% | |
| IBM | C | 1.06% | 1.3% | 1.06% | |
| JNJ | D | 1.76% | 2.7% | 1.76% | |
| KLAC | D | 0.34% | 0.2% | 0.2% | |
| LMT | D | 0.67% | 0.27% | 0.27% | |
| LRCX | F | 0.32% | 0.34% | 0.32% | |
| MCHP | D | 0.23% | 0.17% | 0.17% | |
| META | D | 4.84% | 6.33% | 4.84% | |
| MMM | D | 0.17% | 0.29% | 0.17% | |
| MRK | F | 0.32% | 2.9% | 0.32% | |
| MSFT | F | 4.8% | 5.41% | 4.8% | |
| NOC | D | 0.16% | 0.21% | 0.16% | |
| NTAP | C | 0.15% | 0.19% | 0.15% | |
| ORCL | B | 1.18% | 1.91% | 1.18% | |
| PG | A | 1.45% | 0.38% | 0.38% | |
| PYPL | B | 0.23% | 0.63% | 0.23% | |
| QCOM | F | 0.67% | 1.63% | 0.67% | |
| SYK | C | 0.22% | 0.28% | 0.22% | |
| TMO | F | 0.37% | 0.21% | 0.21% | |
| TXN | C | 0.68% | 0.37% | 0.37% | |
| VRTX | F | 0.26% | 1.54% | 0.26% |
DFVX Overweight 277 Positions Relative to LRND
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | 2.79% | |
| GOOG | C | 2.41% | |
| XOM | B | 2.24% | |
| V | A | 1.59% | |
| UNH | C | 1.56% | |
| WMT | A | 1.35% | |
| COST | B | 1.21% | |
| CVX | A | 1.1% | |
| VZ | C | 0.95% | |
| AXP | A | 0.94% | |
| PEP | F | 0.9% | |
| UNP | C | 0.71% | |
| COP | C | 0.69% | |
| CMCSA | B | 0.67% | |
| T | A | 0.63% | |
| LIN | D | 0.63% | |
| ADP | B | 0.59% | |
| KO | D | 0.57% | |
| TMUS | B | 0.56% | |
| SHW | A | 0.52% | |
| TRV | B | 0.52% | |
| TJX | A | 0.51% | |
| URI | B | 0.49% | |
| AMP | A | 0.44% | |
| TGT | F | 0.44% | |
| CSX | B | 0.42% | |
| MMC | B | 0.41% | |
| EOG | A | 0.41% | |
| MET | A | 0.4% | |
| PCAR | B | 0.4% | |
| RCL | A | 0.4% | |
| APP | B | 0.39% | |
| SCHW | B | 0.39% | |
| FI | A | 0.39% | |
| DAL | C | 0.39% | |
| KR | B | 0.37% | |
| FDX | B | 0.36% | |
| PGR | A | 0.36% | |
| PH | A | 0.35% | |
| LNG | B | 0.35% | |
| ELV | F | 0.35% | |
| ETN | A | 0.35% | |
| VST | B | 0.35% | |
| ITW | B | 0.34% | |
| MPC | D | 0.34% | |
| UPS | C | 0.33% | |
| HES | B | 0.33% | |
| GWW | B | 0.33% | |
| CI | F | 0.32% | |
| WM | A | 0.32% | |
| FIS | C | 0.32% | |
| DFS | B | 0.31% | |
| VLO | C | 0.3% | |
| HIG | B | 0.3% | |
| OKE | A | 0.3% | |
| NXPI | D | 0.3% | |
| CTAS | B | 0.29% | |
| ROST | C | 0.29% | |
| AIG | B | 0.28% | |
| PAYX | C | 0.28% | |
| FAST | B | 0.26% | |
| IQV | D | 0.26% | |
| CTSH | B | 0.26% | |
| NVR | D | 0.25% | |
| JCI | C | 0.25% | |
| WMB | A | 0.25% | |
| TRGP | B | 0.25% | |
| ZTS | D | 0.25% | |
| ODFL | B | 0.25% | |
| GIS | D | 0.24% | |
| BKR | B | 0.24% | |
| AME | A | 0.24% | |
| SYY | B | 0.24% | |
| PSX | C | 0.24% | |
| EME | C | 0.23% | |
| CMG | B | 0.23% | |
| FANG | D | 0.23% | |
| VRT | B | 0.23% | |
| BBY | D | 0.23% | |
| NUE | C | 0.23% | |
| RJF | A | 0.22% | |
| DHI | D | 0.22% | |
| DVN | F | 0.22% | |
| MCO | B | 0.21% | |
| CPAY | A | 0.21% | |
| GD | F | 0.21% | |
| MDLZ | F | 0.21% | |
| LPLA | A | 0.2% | |
| STZ | D | 0.2% | |
| BRO | B | 0.19% | |
| DRI | B | 0.19% | |
| UAL | A | 0.19% | |
| PRU | A | 0.19% | |
| PKG | A | 0.19% | |
| STLD | B | 0.19% | |
| A | D | 0.19% | |
| RSG | A | 0.19% | |
| BLDR | D | 0.18% | |
| DOW | F | 0.18% | |
| LYB | F | 0.18% | |
| AJG | B | 0.18% | |
| APD | A | 0.18% | |
| VMC | B | 0.18% | |
| TROW | B | 0.17% | |
| OXY | D | 0.17% | |
| OC | A | 0.17% | |
| MLM | B | 0.17% | |
| FCX | D | 0.17% | |
| KMB | D | 0.17% | |
| SSNC | B | 0.17% | |
| GEN | B | 0.16% | |
| APO | B | 0.16% | |
| PHM | D | 0.16% | |
| TSCO | D | 0.16% | |
| RPM | A | 0.16% | |
| CTRA | B | 0.15% | |
| FITB | A | 0.15% | |
| XPO | B | 0.15% | |
| CARR | D | 0.15% | |
| IDXX | F | 0.15% | |
| HAL | C | 0.15% | |
| OMC | C | 0.15% | |
| SNA | A | 0.15% | |
| FCNCA | A | 0.15% | |
| WSM | B | 0.15% | |
| ULTA | F | 0.14% | |
| ROK | B | 0.14% | |
| RS | B | 0.14% | |
| FOXA | B | 0.14% | |
| NRG | B | 0.14% | |
| CHTR | C | 0.14% | |
| ACGL | D | 0.14% | |
| CDW | F | 0.13% | |
| CASY | A | 0.13% | |
| PPG | F | 0.13% | |
| AMCR | D | 0.13% | |
| HWM | A | 0.13% | |
| BURL | A | 0.13% | |
| CSL | C | 0.13% | |
| WRB | A | 0.13% | |
| DGX | A | 0.13% | |
| CF | B | 0.13% | |
| EXPD | D | 0.13% | |
| AVY | D | 0.13% | |
| NSC | B | 0.13% | |
| NKE | D | 0.13% | |
| CPB | D | 0.12% | |
| SYF | B | 0.12% | |
| ON | D | 0.12% | |
| TT | A | 0.12% | |
| FDS | B | 0.12% | |
| CINF | A | 0.12% | |
| CRBG | B | 0.12% | |
| HSY | F | 0.11% | |
| GGG | B | 0.11% | |
| JBHT | C | 0.11% | |
| GPC | D | 0.11% | |
| APH | A | 0.11% | |
| UTHR | C | 0.11% | |
| PWR | A | 0.11% | |
| SLB | C | 0.11% | |
| THC | D | 0.1% | |
| TTWO | A | 0.1% | |
| BG | F | 0.1% | |
| MKL | A | 0.1% | |
| HUBB | B | 0.1% | |
| SWKS | F | 0.1% | |
| CLH | B | 0.1% | |
| BR | A | 0.1% | |
| TOL | B | 0.1% | |
| USFD | A | 0.1% | |
| FNF | B | 0.1% | |
| AFL | B | 0.09% | |
| EQH | B | 0.09% | |
| DOV | A | 0.09% | |
| LVS | C | 0.09% | |
| CHD | B | 0.09% | |
| KEYS | A | 0.09% | |
| AKAM | D | 0.09% | |
| LEN | D | 0.08% | |
| CBOE | B | 0.08% | |
| FSLR | F | 0.08% | |
| DKS | C | 0.08% | |
| MOH | F | 0.08% | |
| RNR | C | 0.08% | |
| EFX | F | 0.08% | |
| MRO | B | 0.08% | |
| BALL | D | 0.08% | |
| CBRE | B | 0.08% | |
| COR | B | 0.08% | |
| LULU | C | 0.08% | |
| DG | F | 0.08% | |
| ROL | B | 0.07% | |
| JKHY | D | 0.07% | |
| BAH | F | 0.07% | |
| PFG | D | 0.07% | |
| UHAL | D | 0.07% | |
| RMD | C | 0.07% | |
| IEX | B | 0.07% | |
| UHS | D | 0.07% | |
| POOL | C | 0.07% | |
| IP | B | 0.07% | |
| PNR | A | 0.07% | |
| FLEX | A | 0.07% | |
| HUM | C | 0.06% | |
| WTW | B | 0.06% | |
| ZBRA | B | 0.06% | |
| PFGC | B | 0.06% | |
| TPL | A | 0.06% | |
| DECK | A | 0.06% | |
| NDSN | B | 0.05% | |
| IPG | D | 0.05% | |
| WAT | B | 0.05% | |
| ALL | A | 0.05% | |
| KVUE | A | 0.05% | |
| AOS | F | 0.05% | |
| LDOS | C | 0.05% | |
| TER | D | 0.04% | |
| TRU | D | 0.04% | |
| ECL | D | 0.04% | |
| DLTR | F | 0.04% | |
| SCCO | F | 0.04% | |
| K | A | 0.04% | |
| EWBC | A | 0.04% | |
| LECO | B | 0.04% | |
| CE | F | 0.04% | |
| DVA | B | 0.03% | |
| COIN | C | 0.03% | |
| WMG | C | 0.03% | |
| SAIA | B | 0.03% | |
| EMN | D | 0.03% | |
| RF | A | 0.03% | |
| AON | A | 0.03% | |
| BLD | D | 0.03% | |
| FOX | A | 0.03% | |
| JBL | B | 0.03% | |
| HBAN | A | 0.03% | |
| TXT | D | 0.02% | |
| MNST | C | 0.02% | |
| PAG | B | 0.02% | |
| ACM | A | 0.02% | |
| CPRT | A | 0.02% | |
| SOLV | C | 0.02% | |
| EG | C | 0.02% | |
| OVV | B | 0.02% | |
| EL | F | 0.02% | |
| CVS | D | 0.02% | |
| ALLE | D | 0.02% | |
| WLK | D | 0.02% | |
| WMS | D | 0.02% | |
| NTRS | A | 0.02% | |
| GFS | C | 0.01% | |
| NDAQ | A | 0.01% | |
| PR | B | 0.01% | |
| AFG | A | 0.01% | |
| SJM | D | 0.01% | |
| ENTG | D | 0.01% | |
| CAG | D | 0.01% | |
| MS | A | 0.01% | |
| BJ | A | 0.01% | |
| LII | A | 0.01% | |
| FFIV | B | 0.01% | |
| LKQ | D | 0.01% | |
| NVT | B | 0.01% | |
| CW | B | 0.01% | |
| FND | C | 0.01% | |
| ALLY | C | 0.01% | |
| LEN | D | 0.0% | |
| WSO | A | 0.0% | |
| STE | F | 0.0% | |
| ACI | C | 0.0% | |
| ALGN | D | 0.0% | |
| SCI | B | 0.0% | |
| FTI | A | 0.0% | |
| FIX | A | 0.0% | |
| NBIX | C | 0.0% | |
| UHAL | D | 0.0% |
DFVX Underweight 50 Positions Relative to LRND
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -5.93% | |
| INTC | D | -3.6% | |
| NVDA | C | -2.45% | |
| PFE | D | -1.72% | |
| LLY | F | -1.55% | |
| TSLA | B | -1.22% | |
| CRM | B | -1.2% | |
| AMD | F | -1.05% | |
| SQ | B | -0.72% | |
| MU | D | -0.69% | |
| BA | F | -0.66% | |
| NFLX | A | -0.64% | |
| DELL | C | -0.63% | |
| TEAM | A | -0.61% | |
| INTU | C | -0.56% | |
| UBER | D | -0.56% | |
| REGN | F | -0.55% | |
| RTX | C | -0.55% | |
| INCY | C | -0.54% | |
| MDT | D | -0.52% | |
| WDAY | B | -0.51% | |
| MRNA | F | -0.5% | |
| NOW | A | -0.49% | |
| MRVL | B | -0.44% | |
| SPOT | B | -0.4% | |
| SNPS | B | -0.4% | |
| PANW | C | -0.39% | |
| ABNB | C | -0.36% | |
| WDC | D | -0.35% | |
| SNOW | C | -0.34% | |
| HPQ | B | -0.34% | |
| GE | D | -0.33% | |
| BIIB | F | -0.31% | |
| CDNS | B | -0.31% | |
| RIVN | F | -0.3% | |
| RBLX | C | -0.29% | |
| DHR | F | -0.26% | |
| DASH | A | -0.26% | |
| CTVA | C | -0.26% | |
| ILMN | D | -0.25% | |
| EXEL | B | -0.25% | |
| ISRG | A | -0.23% | |
| DDOG | A | -0.22% | |
| PINS | D | -0.21% | |
| CNH | C | -0.2% | |
| JNPR | F | -0.2% | |
| APTV | D | -0.19% | |
| ALNY | D | -0.18% | |
| U | C | -0.17% | |
| LCID | F | -0.12% |
DFVX: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Business Services
Oil & Gas E&P
Semiconductors
Specialty Retail
Insurance - Property & Casualty
Specialty Chemicals
Capital Markets
Diagnostics & Research
Discount Stores
Drug Manufacturers - Major
Health Care Plans
Software - Application
Asset Management
Building Materials
Credit Services
Engineering & Construction
Household & Personal Products
Information Technology Services
Insurance Brokers
LRND: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Semiconductors
Biotechnology
Auto Manufacturers
Medical Devices
Aerospace & Defense
Internet Content & Information
Communication Equipment
Diagnostics & Research
Diversified Industrials
Farm & Construction Equipment
Semiconductor Equipment & Materials
Computer Systems
Data Storage
Information Technology Services
Internet Content & Information
Medical Instruments & Supplies
Software - Infrastructure
Specialty Retail
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