EQUL vs. KIE ETF Comparison

Comparison of IQ Engender Equality ETF (EQUL) to SPDR S&P Insurance ETF (KIE)

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

$26.89

Average Daily Volume

Number of Holdings ^*

* may have additional holdings in another (foreign) market

KIE

SPDR S&P Insurance ETF

KIE Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$57.63

Average Daily Volume

1,027,306

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	EQUL	KIE
30 Days	2.22%	2.49%
60 Days	11.02%	11.98%
90 Days	9.16%	16.91%
12 Months	32.55%	37.68%

3 Overlapping Holdings

Symbol	Grade	Weight in EQUL	Weight in KIE	Overlap
MET	A	1.44%	2.1%	1.44%
PRU	B	1.29%	2.02%	1.29%
WTW	C	1.38%	1.97%	1.38%

EQUL Overweight 72 Positions Relative to KIE

Symbol	Grade	Weight
VFC	A	1.71%
K	B	1.69%
Z	C	1.65%
AFRM	C	1.63%
PYPL	A	1.6%
DASH	A	1.55%
GLOB	D	1.5%
ACN	B	1.5%
BLK	A	1.49%
BK	A	1.49%
CMI	A	1.48%
EBAY	A	1.48%
WEX	C	1.47%
BMY	A	1.47%
WELL	C	1.47%
ILMN	B	1.47%
ADSK	B	1.46%
CLX	C	1.46%
MCD	A	1.45%
CRM	B	1.44%
EXPE	B	1.44%
AXP	A	1.44%
SPGI	C	1.43%
HAS	A	1.42%
GTLB	D	1.4%
MCO	D	1.4%
HALO	D	1.39%
ZTS	C	1.38%
KO	C	1.38%
MDLZ	D	1.37%
GIS	C	1.37%
META	A	1.36%
VZ	C	1.36%
HOLX	D	1.35%
MA	A	1.34%
HLT	A	1.34%
IFF	D	1.34%
NYT	C	1.34%
AWK	D	1.34%
JNJ	D	1.34%
UBER	C	1.32%
BSX	A	1.31%
SCI	D	1.31%
SJM	D	1.3%
ECL	C	1.29%
CNC	F	1.29%
INTU	F	1.29%
IPG	D	1.29%
ESS	D	1.28%
PARA	F	1.27%
C	B	1.26%
MAR	A	1.26%
PEP	F	1.25%
PG	D	1.25%
BAC	B	1.22%
YUM	C	1.22%
VRSK	D	1.21%
DOW	B	1.2%
WFC	B	1.19%
XYL	C	1.18%
GM	D	1.18%
COTY	F	1.16%
ETSY	F	1.15%
CRL	F	1.14%
LYFT	D	1.13%
HUBS	D	1.11%
F	D	1.1%
MRK	F	1.06%
BMRN	F	1.02%
BIIB	F	1.01%
PINS	D	0.91%
WBA	F	0.66%

EQUL Underweight 47 Positions Relative to KIE

Symbol	Grade	Weight
UNM	A	-2.1%
LNC	B	-2.08%
CNO	B	-2.06%
RNR	A	-2.05%
BHF	D	-2.05%
PFG	A	-2.05%
PRI	A	-2.02%
AIZ	B	-2.01%
ERIE	A	-2.01%
RYAN	A	-2.01%
AFL	A	-2.0%
EG	A	-1.99%
GNW	A	-1.99%
AXS	A	-1.99%
FNF	C	-1.99%
SIGI	D	-1.99%
RGA	B	-1.98%
HIG	A	-1.98%
GL	C	-1.98%
KMPR	D	-1.98%
RLI	A	-1.98%
THG	A	-1.97%
ALL	A	-1.96%
L	C	-1.96%
ORI	A	-1.96%
ESGR	C	-1.95%
CINF	A	-1.95%
AFG	A	-1.95%
BRO	A	-1.95%
MKL	B	-1.95%
CB	A	-1.94%
ACGL	A	-1.94%
GSHD	B	-1.94%
AIG	C	-1.94%
KNSL	B	-1.94%
PGR	B	-1.93%
AON	A	-1.93%
FAF	C	-1.93%
AGO	B	-1.92%
OSCR	C	-1.91%
WTM	C	-1.91%
TRV	B	-1.91%
MMC	D	-1.89%
WRB	C	-1.89%
AJG	C	-1.84%
PLMR	A	-1.65%
STC	D	-1.48%