EQUL vs. SPYD ETF Comparison

Comparison of IQ Engender Equality ETF (EQUL) to SPDR S&P 500 High Dividend ETF (SPYD)

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

SPYD

SPDR S&P 500 High Dividend ETF

SPYD Description

The investment seeks to track the performance of the S&P 500 High Dividend Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the top 80 dividend-paying securities listed on the S&P 500® Index, based on dividend yield. The S&P 500 Index focuses on the large capitalization U.S. equity market, including common stock and real estate investment trusts ("REITs"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$46.73

Average Daily Volume

872,814

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	EQUL	SPYD
30 Days	-0.45%	2.04%
60 Days	1.12%	2.97%
90 Days	4.86%	5.83%
12 Months	26.72%	36.63%

11 Overlapping Holdings

Symbol	Grade	Weight in EQUL	Weight in SPYD	Overlap
BMY	B	1.52%	1.44%	1.44%
DOW	F	1.14%	0.94%	0.94%
F	C	1.3%	0.92%	0.92%
GIS	D	1.12%	1.1%	1.1%
HAS	D	1.16%	1.2%	1.16%
IPG	D	1.19%	1.05%	1.05%
K	A	1.31%	1.61%	1.31%
SJM	D	1.21%	1.05%	1.05%
VTR	C	1.29%	1.36%	1.29%
VZ	C	1.23%	1.2%	1.2%
WBA	F	1.19%	0.87%	0.87%

EQUL Overweight 64 Positions Relative to SPYD

Symbol	Grade	Weight
LYFT	C	1.88%
AFRM	B	1.87%
WFC	A	1.79%
AA	B	1.74%
DASH	A	1.72%
CRM	B	1.66%
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%
ADSK	A	1.51%
JPM	A	1.51%
HLT	A	1.5%
BLK	C	1.49%
KEYS	A	1.45%
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%
CLX	B	1.32%
YUM	B	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%
ETSY	D	1.23%
CRL	C	1.21%
XYL	D	1.21%
JNJ	D	1.2%
WEX	D	1.18%
BMRN	D	1.17%
PEP	F	1.17%
CL	D	1.16%
HSY	F	1.14%
KO	D	1.14%
IFF	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 69 Positions Relative to SPYD

Symbol	Grade	Weight
OKE	A	-1.53%
WMB	A	-1.52%
ETR	B	-1.52%
KVUE	A	-1.5%
MS	A	-1.5%
KMI	A	-1.48%
MTB	A	-1.43%
IP	B	-1.42%
XEL	A	-1.41%
KEY	B	-1.39%
SPG	B	-1.38%
GILD	C	-1.38%
HBAN	A	-1.36%
KIM	A	-1.36%
RF	A	-1.36%
T	A	-1.35%
PNC	B	-1.34%
BXP	D	-1.34%
WEC	A	-1.34%
PM	B	-1.32%
FITB	A	-1.31%
PSA	D	-1.3%
EVRG	A	-1.3%
REG	B	-1.3%
MO	A	-1.29%
USB	A	-1.28%
CFG	B	-1.27%
IBM	C	-1.27%
PNW	B	-1.26%
EIX	B	-1.26%
MAA	B	-1.26%
D	C	-1.26%
VTRS	A	-1.25%
EXC	C	-1.23%
SO	D	-1.22%
TFC	A	-1.22%
IVZ	B	-1.22%
UDR	B	-1.22%
ESS	B	-1.21%
BBY	D	-1.21%
FRT	B	-1.21%
CPT	B	-1.21%
VICI	C	-1.2%
EQR	B	-1.2%
TROW	B	-1.19%
CVX	A	-1.19%
UPS	C	-1.19%
PRU	A	-1.18%
DUK	C	-1.18%
FE	C	-1.17%
AMCR	D	-1.16%
AEP	D	-1.16%
EXR	D	-1.16%
HST	C	-1.15%
DOC	D	-1.15%
CCI	D	-1.13%
O	D	-1.13%
SWK	D	-1.13%
ES	D	-1.12%
FMC	D	-1.09%
KHC	F	-1.08%
BEN	C	-1.08%
ABBV	D	-1.07%
ARE	D	-1.05%
CVS	D	-1.04%
CAG	D	-1.02%
LYB	F	-0.99%
PFE	D	-0.94%
AES	F	-0.92%