EQUL vs. QUVU ETF Comparison

Comparison of IQ Engender Equality ETF (EQUL) to Hartford Quality Value ETF (QUVU)

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

QUVU

Hartford Quality Value ETF

QUVU Description

Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily in common stocks of issuers located in the United States. The fund may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the Russell 1000 Value Index.

Grade (RS Rating)

Last Trade

$27.01

Average Daily Volume

5,527

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	EQUL	QUVU
30 Days	-0.45%	3.45%
60 Days	1.12%	3.83%
90 Days	4.86%	4.98%
12 Months	26.72%	24.23%

7 Overlapping Holdings

Symbol	Grade	Weight in EQUL	Weight in QUVU	Overlap
ACN	B	1.32%	1.55%	1.32%
BAC	A	1.54%	2.19%	1.54%
JPM	B	1.51%	3.89%	1.51%
MDLZ	F	1.11%	0.8%	0.8%
MET	A	1.4%	0.67%	0.67%
MRK	F	1.08%	1.12%	1.08%
WFC	A	1.79%	3.48%	1.79%

EQUL Overweight 68 Positions Relative to QUVU

Symbol	Grade	Weight
LYFT	C	1.88%
AFRM	B	1.87%
AA	A	1.74%
DASH	A	1.72%
CRM	B	1.66%
Z	B	1.63%
ALB	C	1.61%
MAR	A	1.58%
CMI	A	1.57%
GS	B	1.57%
PYPL	A	1.56%
GM	B	1.53%
C	A	1.53%
BMY	B	1.52%
ADSK	B	1.51%
HLT	A	1.5%
BLK	C	1.49%
KEYS	B	1.45%
GLOB	B	1.43%
BSX	C	1.41%
SCI	A	1.39%
META	D	1.39%
WELL	C	1.39%
VRSK	A	1.38%
MA	B	1.35%
VFC	C	1.34%
PARA	C	1.33%
ILMN	C	1.33%
NBIX	C	1.32%
INTU	C	1.32%
CLX	C	1.32%
K	A	1.31%
F	C	1.3%
YUM	B	1.29%
VTR	D	1.29%
MCO	A	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	C	1.24%
VZ	B	1.23%
ETSY	D	1.23%
CRL	C	1.21%
XYL	D	1.21%
SJM	D	1.21%
JNJ	D	1.2%
IPG	C	1.19%
WBA	D	1.19%
WEX	F	1.18%
BMRN	F	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%
IFF	D	1.12%
AMGN	D	1.12%
NEM	F	1.06%
BIIB	F	1.02%
CNC	F	1.01%
COTY	F	1.0%
HALO	F	0.95%
OGN	F	0.92%

EQUL Underweight 57 Positions Relative to QUVU

Symbol	Grade	Weight
UNH	B	-3.46%
MS	B	-2.98%
PM	B	-2.86%
AXP	A	-2.69%
WMB	B	-2.32%
EOG	C	-2.27%
KNX	B	-2.11%
CSCO	A	-2.04%
OMC	C	-1.98%
MDT	D	-1.91%
ATO	A	-1.83%
HON	B	-1.82%
CTSH	B	-1.81%
UL	D	-1.81%
CVX	B	-1.8%
AEP	D	-1.73%
PFE	D	-1.71%
DUK	C	-1.66%
MMC	A	-1.63%
SRE	A	-1.63%
LMT	D	-1.63%
PFG	C	-1.58%
TTE	F	-1.58%
AZN	F	-1.55%
DIS	B	-1.44%
ELV	F	-1.42%
QCOM	F	-1.42%
AMT	D	-1.36%
TXN	D	-1.33%
NVS	F	-1.3%
CMCSA	C	-1.3%
FMC	D	-1.3%
BDX	F	-1.28%
WAB	B	-1.27%
LKQ	D	-1.25%
CB	D	-1.25%
AIG	B	-1.22%
ARMK	A	-1.21%
KDP	D	-1.21%
NXPI	D	-1.17%
SPG	C	-1.16%
DAL	B	-1.08%
TSN	B	-1.05%
OTIS	C	-0.98%
GOOGL	C	-0.98%
AMCR	D	-0.97%
CTRA	B	-0.96%
PSA	C	-0.92%
TJX	A	-0.9%
SYY	C	-0.89%
BHP	F	-0.88%
HST	C	-0.83%
ROP	B	-0.74%
KVUE	A	-0.66%
LOW	C	-0.57%
CE	F	-0.4%
GILD	B	-0.29%