EQUL vs. INCE ETF Comparison
Comparison of IQ Engender Equality ETF (EQUL) to Franklin Income Equity Focus ETF (INCE)
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
$27.12
Average Daily Volume
225
Number of Holdings
*
75
* may have additional holdings in another (foreign) market
INCE
Franklin Income Equity Focus ETF
INCE Description
Under normal marketing conditions, the fund will invest at least 80% of its net assets in equity securities, and in derivatives and other instruments that have economic characteristics and provide investment exposure similar to equity securities.Grade (RS Rating)
Last Trade
$58.67
Average Daily Volume
6,274
Number of Holdings
*
45
* may have additional holdings in another (foreign) market
Performance
Period | EQUL | INCE |
---|---|---|
30 Days | -0.45% | -0.11% |
60 Days | 1.12% | 2.07% |
90 Days | 4.86% | 3.05% |
12 Months | 26.72% | 18.28% |
14 Overlapping Holdings
Symbol | Grade | Weight in EQUL | Weight in INCE | Overlap | |
---|---|---|---|---|---|
ALB | B | 1.48% | 0.5% | 0.5% | |
BAC | A | 1.52% | 1.04% | 1.04% | |
C | A | 1.52% | 0.0% | 0.0% | |
GM | C | 1.59% | 1.09% | 1.09% | |
JNJ | C | 1.18% | 2.87% | 1.18% | |
JPM | A | 1.51% | 1.48% | 1.48% | |
KO | D | 1.12% | 0.97% | 0.97% | |
MA | B | 1.36% | 0.54% | 0.54% | |
MCD | D | 1.31% | 1.17% | 1.17% | |
MET | A | 1.39% | 1.29% | 1.29% | |
NEM | D | 0.99% | 0.89% | 0.89% | |
PEP | F | 1.21% | 1.78% | 1.21% | |
PG | C | 1.22% | 1.93% | 1.22% | |
VZ | C | 1.18% | 2.85% | 1.18% |
EQUL Overweight 61 Positions Relative to INCE
Symbol | Grade | Weight | |
---|---|---|---|
LYFT | C | 1.99% | |
WFC | A | 1.75% | |
DASH | B | 1.72% | |
CRM | B | 1.68% | |
GS | A | 1.58% | |
CMI | A | 1.57% | |
PYPL | B | 1.57% | |
MAR | A | 1.57% | |
AFRM | A | 1.56% | |
AA | A | 1.55% | |
Z | A | 1.54% | |
BMY | B | 1.52% | |
GLOB | B | 1.51% | |
BLK | B | 1.51% | |
HLT | A | 1.49% | |
ADSK | A | 1.49% | |
VFC | C | 1.45% | |
ILMN | C | 1.43% | |
META | D | 1.41% | |
INTU | B | 1.41% | |
PARA | C | 1.41% | |
VRSK | A | 1.38% | |
SCI | B | 1.36% | |
BSX | A | 1.36% | |
WELL | A | 1.35% | |
KEYS | A | 1.34% | |
F | C | 1.33% | |
ACN | B | 1.33% | |
YUM | D | 1.32% | |
K | A | 1.3% | |
NBIX | C | 1.3% | |
MCO | B | 1.29% | |
NYT | D | 1.29% | |
UBER | F | 1.29% | |
CLX | A | 1.29% | |
WBA | F | 1.27% | |
ECL | D | 1.27% | |
VTR | B | 1.27% | |
CRL | D | 1.26% | |
SPGI | C | 1.26% | |
ETSY | D | 1.23% | |
BMRN | F | 1.22% | |
IPG | D | 1.21% | |
KMB | C | 1.19% | |
SJM | D | 1.19% | |
XYL | D | 1.19% | |
WEX | D | 1.18% | |
HAS | D | 1.17% | |
HSY | F | 1.16% | |
AMGN | F | 1.15% | |
DOW | F | 1.14% | |
IFF | D | 1.12% | |
GIS | D | 1.12% | |
MDLZ | F | 1.12% | |
CL | D | 1.12% | |
HALO | F | 1.11% | |
MRK | D | 1.08% | |
BIIB | F | 1.07% | |
COTY | F | 1.06% | |
CNC | D | 0.99% | |
OGN | F | 0.95% |
EQUL Underweight 31 Positions Relative to INCE
Symbol | Grade | Weight | |
---|---|---|---|
SO | C | -3.06% | |
CVX | A | -2.86% | |
LMT | D | -2.23% | |
JCI | B | -2.19% | |
APD | A | -1.97% | |
RIO | D | -1.64% | |
HD | B | -1.64% | |
XOM | B | -1.58% | |
SCHW | B | -1.48% | |
MS | A | -1.47% | |
RTX | D | -1.43% | |
UNP | C | -1.42% | |
LOW | C | -1.37% | |
ADI | D | -1.31% | |
TXN | C | -1.25% | |
PM | B | -1.23% | |
USB | A | -1.15% | |
SBUX | A | -1.15% | |
TTE | F | -1.14% | |
CSCO | B | -1.13% | |
HON | C | -1.1% | |
SRE | A | -1.08% | |
NOC | D | -1.04% | |
AEP | C | -0.95% | |
IBM | C | -0.92% | |
UPS | C | -0.87% | |
DUK | C | -0.81% | |
PNC | B | -0.6% | |
FITB | B | -0.59% | |
FCX | F | -0.51% | |
BA | F | -0.42% |
EQUL: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Household & Personal Products
Software - Application
Banks - Global
Biotechnology
Capital Markets
Information Technology Services
Packaged Foods
Specialty Chemicals
Auto Manufacturers
Beverages - Soft Drinks
Business Services
Confectioners
Credit Services
Diagnostics & Research
Diversified Industrials
Lodging
REIT - Healthcare Facilities
Restaurants
Advertising Agencies
INCE: Top Represented Industries & Keywords
Industries:
Aerospace & Defense
Banks - Global
Banks - Regional - US
Oil & Gas Integrated
Utilities - Regulated Electric
Beverages - Soft Drinks
Capital Markets
Home Improvement Stores
Restaurants
Semiconductors
Auto Manufacturers
Chemicals
Communication Equipment
Copper
Credit Services
Diversified Industrials
Drug Manufacturers - Major
Engineering & Construction
Gold
Household & Personal Products