EQUL vs. IBHH ETF Comparison

Comparison of IQ Engender Equality ETF (EQUL) to iShares iBonds 2028 Term High Yield and Income ETF (IBHH)

EQUL

IQ Engender Equality ETF

EQUL Description

The EQUL IQ Engender Equality ETF tracks the Solactive Equileap U.S. Gender Equality Index, which is designed to deliver exposure to global companies that promote gender equality and are committed to women’s empowerment through equal compensation and gender balance in leadership and the workforce.

Grade (RS Rating)

Last Trade

$25.44

Average Daily Volume

345

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IBHH

iShares iBonds 2028 Term High Yield and Income ETF

IBHH Description

The investment seeks to track the investment results of the Bloomberg 2028 Term High Yield and Income Index composed of U.S. dollar-denominated, high yield and other income generating corporate bonds maturing in 2028. The index is composed of U.S. dollar denominated, taxable, fixed-rate, high yield and BBB or equivalently rated corporate bonds scheduled to mature between January 1, 2028 and December 15, 2028, inclusive. The fund will invest in non-U.S. issuers to the extent necessary for it to track the index. It is non-diversified.

Grade (RS Rating)

Last Trade

$23.11

Average Daily Volume

23,720

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	EQUL	IBHH
30 Days	5.11%	1.97%
60 Days	1.46%	0.53%
90 Days	2.67%	1.64%
12 Months	16.48%	10.90%

1 Overlapping Holdings

	Symbol	Grade	Weight in EQUL	Weight in IBHH	Overlap
	OGN	B	1.51%	1.01%	1.01%

EQUL Overweight 73 Positions Relative to IBHH

Symbol	Grade	Weight
PINS	B	1.62%
IFF	A	1.54%
K	C	1.54%
TYL	B	1.53%
PARA	D	1.53%
AWK	C	1.51%
HAS	C	1.51%
XYL	A	1.47%
GM	B	1.47%
AXP	A	1.45%
BSX	A	1.45%
PEP	B	1.45%
C	B	1.45%
ESS	B	1.44%
WELL	B	1.44%
BAC	B	1.43%
EIX	A	1.43%
SYF	C	1.42%
WFC	C	1.41%
GIS	C	1.4%
BK	A	1.4%
KO	B	1.4%
CMI	D	1.4%
MRK	B	1.4%
DOW	B	1.38%
PRU	A	1.38%
MCO	A	1.37%
PG	A	1.36%
BIIB	D	1.36%
PYPL	D	1.35%
ECL	A	1.35%
F	D	1.35%
IVZ	C	1.35%
VZ	C	1.35%
SPGI	B	1.34%
MDLZ	C	1.34%
INTU	B	1.33%
HLT	D	1.33%
YUM	B	1.32%
HUBS	D	1.32%
MET	A	1.32%
LYFT	D	1.31%
EBAY	C	1.31%
TGT	D	1.3%
BLK	B	1.3%
MAR	D	1.29%
META	D	1.28%
SCI	D	1.28%
IPG	D	1.28%
ZTS	D	1.28%
MCD	F	1.28%
JNJ	D	1.27%
MA	D	1.27%
AFRM	D	1.26%
SJM	F	1.26%
CLX	F	1.25%
ETSY	F	1.25%
CRM	D	1.24%
WTW	D	1.23%
M	D	1.22%
WDAY	D	1.22%
Z	F	1.19%
COTY	F	1.19%
DASH	D	1.18%
ILMN	F	1.17%
WEX	F	1.17%
UBER	D	1.15%
VFC	F	1.15%
WBA	F	1.15%
BMY	F	1.14%
ADSK	F	1.13%
EXPE	F	1.11%
ACN	F	1.09%

EQUL Underweight 6 Positions Relative to IBHH

Symbol	Grade	Weight
THC	B	-1.27%
CCL	F	-1.09%
NFLX	B	-1.06%
CNC	B	-1.06%
CQP	D	-1.04%
SIRI	F	-0.95%