ESGY vs. WRND ETF Comparison

Comparison of American Century Sustainable Growth ETF (ESGY) to IQ Global Equity R&D Leaders ETF (WRND)

ESGY

American Century Sustainable Growth ETF

ESGY Description

The investment seeks capital appreciation. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stockâs growth and value potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable securities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$55.08

Average Daily Volume

2,593

Number of Holdings ^*

* may have additional holdings in another (foreign) market

WRND

IQ Global Equity R&D Leaders ETF

WRND Description

IQ Global Equity R&D Leaders ETF is an exchange traded fund launched by New York Life Investment Management LLC. The fund is managed by IndexIQ Advisors LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the IQ Global Equity R&D Leaders Index, by using full replication technique. IQ Global Equity R&D Leaders ETF was formed on December 14, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$29.62

Average Daily Volume

114

Number of Holdings ^*

109

* may have additional holdings in another (foreign) market

Performance

Period	ESGY	WRND
30 Days	0.49%	-0.19%
60 Days	1.03%	-0.73%
90 Days	1.51%	1.25%
12 Months	37.20%	24.46%

32 Overlapping Holdings

Symbol	Grade	Weight in ESGY	Weight in WRND	Overlap
AAPL	C	11.15%	3.48%	3.48%
ABBV	C	0.9%	0.17%	0.17%
ABBV	C	0.9%	0.89%	0.89%
ABNB	D	0.35%	0.15%	0.15%
ACN	C	0.6%	0.16%	0.16%
ADBE	F	0.55%	0.43%	0.43%
ADI	C	0.4%	0.16%	0.16%
AMAT	D	1.41%	0.26%	0.26%
AMD	D	1.5%	0.6%	0.6%
AMZN	C	5.37%	5.84%	5.37%
APTV	D	0.49%	0.12%	0.12%
AVGO	C	1.53%	0.79%	0.79%
CDNS	D	1.01%	0.13%	0.13%
CRM	D	0.7%	0.56%	0.56%
DE	B	0.12%	0.24%	0.12%
DHR	C	0.4%	0.18%	0.18%
EBAY	B	0.24%	0.19%	0.19%
GOOGL	D	7.38%	4.16%	4.16%
INTU	C	0.8%	0.3%	0.3%
LLY	C	2.33%	1.11%	1.11%
META	A	3.51%	4.29%	3.51%
MSFT	C	14.85%	2.86%	2.86%
NFLX	B	0.37%	0.29%	0.29%
NOW	A	0.95%	0.29%	0.29%
NVDA	D	11.43%	0.95%	0.95%
PANW	C	0.36%	0.2%	0.2%
SNOW	F	0.32%	0.13%	0.13%
SQ	D	0.3%	0.3%	0.3%
TSLA	C	1.36%	0.58%	0.58%
UBER	C	0.86%	0.33%	0.33%
VRTX	D	0.63%	0.38%	0.38%
WDAY	D	0.69%	0.31%	0.31%

ESGY Overweight 55 Positions Relative to WRND

Symbol	Grade	Weight
V	C	3.03%
MA	B	1.6%
NVO	D	1.5%
HD	A	1.26%
UNH	C	1.09%
TJX	C	1.02%
PEP	D	0.95%
ASML	F	0.79%
TT	A	0.77%
IDXX	D	0.7%
KO	B	0.66%
LIN	B	0.63%
HLT	B	0.59%
FDX	F	0.56%
CI	C	0.54%
ADP	B	0.52%
ZTS	C	0.5%
CRWD	D	0.49%
A	C	0.47%
PGR	A	0.46%
EQIX	B	0.43%
UNP	C	0.42%
CDW	D	0.42%
DECK	D	0.41%
CMG	C	0.39%
SPGI	A	0.38%
SLB	F	0.37%
YETI	D	0.34%
SYY	D	0.33%
KEYS	C	0.32%
COST	B	0.31%
OKTA	F	0.31%
ULTA	D	0.31%
XYL	D	0.29%
TGT	C	0.29%
DDOG	D	0.28%
KMX	D	0.27%
UPS	F	0.26%
ETN	C	0.25%
MDLZ	C	0.25%
DT	C	0.25%
WST	D	0.24%
POOL	D	0.23%
ELV	C	0.21%
SAIA	D	0.16%
CPRT	D	0.16%
TREX	F	0.15%
MDB	D	0.14%
PDFS	D	0.14%
GWW	A	0.14%
CROX	D	0.14%
BURL	C	0.1%
URI	B	0.08%
DXCM	F	0.07%
LULU	D	0.06%

ESGY Underweight 77 Positions Relative to WRND

Symbol	Grade	Weight
MRK	D	-2.67%
JNJ	C	-1.8%
NVS	C	-1.2%
BMY	C	-1.18%
PFE	C	-1.18%
ORCL	B	-1.09%
INTC	F	-1.08%
BABA	B	-1.06%
GM	B	-1.02%
TM	F	-0.96%
IBM	A	-0.91%
CSCO	B	-0.87%
HMC	D	-0.81%
F	F	-0.78%
SONY	C	-0.74%
GILD	B	-0.73%
QCOM	F	-0.72%
AMGN	B	-0.58%
STLA	F	-0.56%
REGN	C	-0.48%
BIDU	F	-0.4%
PYPL	B	-0.37%
BA	F	-0.35%
RTX	C	-0.35%
MDT	C	-0.32%
ABT	C	-0.32%
NIO	D	-0.29%
BGNE	C	-0.28%
EA	D	-0.27%
RIVN	F	-0.26%
MELI	B	-0.26%
CAT	B	-0.24%
MMM	A	-0.24%
MRNA	F	-0.23%
PG	C	-0.22%
GE	A	-0.22%
SHOP	C	-0.22%
TEAM	D	-0.22%
LI	D	-0.22%
MU	F	-0.21%
NXPI	D	-0.21%
MRVL	C	-0.21%
TCOM	C	-0.21%
HPE	D	-0.2%
TXN	C	-0.2%
SPOT	B	-0.19%
LMT	B	-0.19%
BIIB	F	-0.19%
INCY	C	-0.18%
RBLX	B	-0.18%
BSX	B	-0.17%
ILMN	C	-0.17%
SNPS	D	-0.17%
CMI	C	-0.17%
ADSK	C	-0.16%
WDC	D	-0.16%
HON	D	-0.15%
GEHC	C	-0.15%
TMO	C	-0.15%
NOC	A	-0.15%
CTVA	B	-0.15%
EXPE	C	-0.15%
SYK	C	-0.15%
HPQ	D	-0.15%
LRCX	F	-0.14%
DASH	B	-0.13%
ISRG	C	-0.13%
LPL	D	-0.13%
JNPR	A	-0.13%
U	D	-0.13%
GLW	B	-0.12%
BDX	F	-0.12%
KLAC	D	-0.12%
CNH	D	-0.11%
MCHP	D	-0.1%
EW	F	-0.09%
PINS	F	-0.08%

ESGY: Top Represented Industries & Keywords

Industries: Software - Application Diagnostics & Research Semiconductors Discount Stores Health Care Plans Software - Infrastructure Specialty Retail Apparel Stores Auto & Truck Dealerships Beverages - Soft Drinks Biotechnology Credit Services Drug Manufacturers - Major Footwear & Accessories Information Technology Services Integrated Shipping & Logistics Internet Content & Information Semiconductor Equipment & Materials Specialty Industrial Machinery Auto Manufacturers