EQUL vs. MOAT ETF Comparison

Comparison of IQ Engender Equality ETF (EQUL) to Market Vectors Wide Moat ETF (MOAT)

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 ^*

* may have additional holdings in another (foreign) market

MOAT

Market Vectors Wide Moat ETF

MOAT Description

The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MorningstarÂ® Wide Moat Focus IndexSM (the "Wide Moat Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index is comprised of securities issued by companies that Morningstar, Inc. ("Morningstar" or the "Wide Moat Index Provider") determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors ("wide moat companies"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$97.45

Average Daily Volume

661,978

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	EQUL	MOAT
30 Days	-0.45%	1.11%
60 Days	1.12%	2.13%
90 Days	4.86%	3.74%
12 Months	26.72%	25.88%

7 Overlapping Holdings

Symbol	Grade	Weight in EQUL	Weight in MOAT	Overlap
ADSK	A	1.51%	2.94%	1.51%
BMY	B	1.52%	3.0%	1.52%
CLX	B	1.32%	1.44%	1.32%
CRM	B	1.66%	3.14%	1.66%
ETSY	D	1.23%	0.91%	0.91%
IFF	D	1.12%	2.06%	1.12%
KEYS	A	1.45%	1.23%	1.23%

EQUL Overweight 68 Positions Relative to MOAT

Symbol	Grade	Weight
LYFT	C	1.88%
AFRM	B	1.87%
WFC	A	1.79%
AA	B	1.74%
DASH	A	1.72%
Z	A	1.63%
ALB	C	1.61%
MAR	B	1.58%
CMI	A	1.57%
GS	A	1.57%
PYPL	B	1.56%
BAC	A	1.54%
GM	B	1.53%
C	A	1.53%
JPM	A	1.51%
HLT	A	1.5%
BLK	C	1.49%
GLOB	B	1.43%
BSX	B	1.41%
MET	A	1.4%
SCI	B	1.39%
META	D	1.39%
WELL	A	1.39%
VRSK	A	1.38%
MA	C	1.35%
VFC	C	1.34%
PARA	C	1.33%
ILMN	D	1.33%
NBIX	C	1.32%
INTU	C	1.32%
ACN	C	1.32%
K	A	1.31%
F	C	1.3%
YUM	B	1.29%
VTR	C	1.29%
MCO	B	1.28%
MCD	D	1.28%
UBER	D	1.27%
PG	A	1.26%
NYT	C	1.25%
ECL	D	1.25%
SPGI	C	1.25%
KMB	D	1.24%
VZ	C	1.23%
CRL	C	1.21%
XYL	D	1.21%
SJM	D	1.21%
JNJ	D	1.2%
IPG	D	1.19%
WBA	F	1.19%
WEX	D	1.18%
BMRN	D	1.17%
PEP	F	1.17%
HAS	D	1.16%
CL	D	1.16%
HSY	F	1.14%
DOW	F	1.14%
KO	D	1.14%
GIS	D	1.12%
AMGN	D	1.12%
MDLZ	F	1.11%
MRK	F	1.08%
NEM	D	1.06%
BIIB	F	1.02%
CNC	D	1.01%
COTY	F	1.0%
HALO	F	0.95%
OGN	D	0.92%

EQUL Underweight 46 Positions Relative to MOAT

Symbol	Grade	Weight
GILD	C	-2.97%
EMR	A	-2.87%
USB	A	-2.78%
MKTX	D	-2.73%
BIO	D	-2.72%
KVUE	A	-2.69%
DIS	B	-2.69%
TRU	D	-2.69%
MO	A	-2.62%
VEEV	C	-2.57%
ALLE	D	-2.54%
CTVA	C	-2.48%
ZBH	C	-2.37%
ADBE	C	-2.36%
CPB	D	-2.29%
A	D	-2.21%
PFE	D	-2.1%
NKE	D	-2.05%
BA	F	-1.87%
HII	D	-1.82%
FTNT	C	-1.73%
EL	F	-1.56%
SCHW	B	-1.51%
WDAY	B	-1.44%
WAT	B	-1.4%
GOOGL	C	-1.39%
IEX	B	-1.39%
AMZN	C	-1.37%
APD	A	-1.36%
HON	B	-1.35%
SBUX	A	-1.33%
NOC	D	-1.32%
CMCSA	B	-1.3%
MAS	D	-1.29%
OTIS	C	-1.29%
RTX	C	-1.25%
UPS	C	-1.24%
ROK	B	-1.24%
MSFT	F	-1.21%
EFX	F	-1.2%
LRCX	F	-1.17%
NXPI	D	-1.16%
GEHC	F	-1.14%
TMO	F	-1.04%
MCHP	D	-1.02%
TER	D	-0.97%