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%
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