ESMV vs. LRND ETF Comparison

Comparison of iShares ESG MSCI USA Min Vol Factor ETF (ESMV) to IQ U.S. Large Cap R&D Leaders ETF (LRND)

ESMV

iShares ESG MSCI USA Min Vol Factor ETF

ESMV Description

iShares ESG MSCI USA Min Vol Factor ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index, by using representative sampling technique. iShares ESG MSCI USA Min Vol Factor ETF is domiciled in the United States

Grade (RS Rating)

Last Trade

$29.49

Average Daily Volume

4,983

Number of Holdings ^*

150

* may have additional holdings in another (foreign) market

LRND

IQ U.S. Large Cap R&D Leaders ETF

LRND Description

IQ U.S. Large Cap 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 the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of large-cap companies. The fund seeks to track the performance of the IQ U.S. Large Cap R&D Leaders Index, by using full replication technique. IQ U.S. Large Cap R&D Leaders ETF was formed on December 14, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$33.89

Average Daily Volume

416

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	ESMV	LRND
30 Days	2.11%	2.07%
60 Days	2.84%	2.22%
90 Days	4.91%	4.29%
12 Months	24.44%	28.44%

38 Overlapping Holdings

Symbol	Grade	Weight in ESMV	Weight in LRND	Overlap
AAPL	C	0.52%	5.93%	0.52%
ACN	C	1.33%	0.26%	0.26%
ADBE	C	0.93%	0.7%	0.7%
ADSK	A	0.23%	0.3%	0.23%
ALNY	D	0.28%	0.18%	0.18%
AMGN	D	1.2%	0.85%	0.85%
BMY	B	0.28%	2.13%	0.28%
CDNS	B	1.11%	0.31%	0.31%
CNH	C	0.31%	0.2%	0.2%
CRM	B	0.74%	1.2%	0.74%
CSCO	B	1.48%	1.69%	1.48%
EA	A	1.31%	0.55%	0.55%
GILD	C	1.29%	1.17%	1.17%
HON	B	0.69%	0.32%	0.32%
HPE	B	0.75%	0.5%	0.5%
IBM	C	1.66%	1.3%	1.3%
INCY	C	0.26%	0.54%	0.26%
INTC	D	0.34%	3.6%	0.34%
INTU	C	0.18%	0.56%	0.18%
JNJ	D	0.97%	2.7%	0.97%
JNPR	F	0.45%	0.2%	0.2%
LLY	F	1.25%	1.55%	1.25%
MRK	F	1.01%	2.9%	1.01%
MSFT	F	1.34%	5.41%	1.34%
NOC	D	1.43%	0.21%	0.21%
NOW	A	0.17%	0.49%	0.17%
NTAP	C	0.15%	0.19%	0.15%
NVDA	C	1.69%	2.45%	1.69%
ORCL	B	1.19%	1.91%	1.19%
PG	A	1.06%	0.38%	0.38%
REGN	F	0.65%	0.55%	0.55%
RTX	C	0.43%	0.55%	0.43%
SNPS	B	0.33%	0.4%	0.33%
TEAM	A	0.14%	0.61%	0.14%
TXN	C	1.39%	0.37%	0.37%
UBER	D	0.42%	0.56%	0.42%
VRTX	F	1.39%	1.54%	1.39%
WDAY	B	0.77%	0.51%	0.51%

ESMV Overweight 112 Positions Relative to LRND

Symbol	Grade	Weight
MSI	B	1.81%
GWW	B	1.68%
TMUS	B	1.65%
TRV	B	1.64%
PEG	A	1.64%
WM	A	1.44%
ADP	B	1.43%
MMC	B	1.4%
HD	A	1.39%
MCK	B	1.38%
VZ	C	1.37%
UNH	C	1.36%
PGR	A	1.33%
ROP	B	1.31%
HES	B	1.3%
FERG	B	1.3%
ED	D	1.26%
OKE	A	1.24%
TT	A	1.23%
GIS	D	1.22%
CL	D	1.21%
V	A	1.13%
KR	B	1.09%
SPGI	C	1.07%
MCD	D	1.02%
VLTO	D	1.01%
PEP	F	1.01%
NEM	D	0.99%
MA	C	0.97%
LOW	D	0.89%
K	A	0.86%
KEYS	A	0.83%
TRGP	B	0.82%
KO	D	0.79%
PTC	A	0.78%
HUBS	A	0.77%
COR	B	0.77%
CRH	A	0.75%
EQIX	A	0.74%
IT	C	0.72%
DGX	A	0.7%
ZTS	D	0.63%
CMS	C	0.58%
KMB	D	0.55%
FICO	B	0.54%
SRE	A	0.53%
ELV	F	0.51%
HOLX	D	0.51%
CBRE	B	0.51%
NEE	D	0.5%
CHRW	C	0.49%
CI	F	0.44%
MELI	D	0.44%
CME	A	0.43%
AZO	C	0.41%
DECK	A	0.41%
CHD	B	0.41%
ODFL	B	0.4%
ES	D	0.4%
T	A	0.4%
ICE	C	0.39%
YUM	B	0.39%
GEN	B	0.38%
STX	D	0.36%
HRL	D	0.35%
KHC	F	0.34%
CLX	B	0.34%
FI	A	0.34%
CVX	A	0.34%
AMCR	D	0.34%
CPB	D	0.33%
NXPI	D	0.32%
ECL	D	0.32%
VRSN	F	0.32%
PSX	C	0.32%
HUM	C	0.31%
BR	A	0.31%
CTSH	B	0.3%
AKAM	D	0.3%
LKQ	D	0.3%
TSCO	D	0.27%
AJG	B	0.25%
XYL	D	0.25%
JCI	C	0.24%
FCNCA	A	0.24%
AWK	D	0.22%
OTIS	C	0.21%
FSLR	F	0.19%
AIZ	A	0.19%
GDDY	A	0.19%
RSG	A	0.18%
WTW	B	0.17%
ULTA	F	0.17%
AZPN	A	0.17%
KDP	D	0.16%
UPS	C	0.15%
DPZ	C	0.13%
JKHY	D	0.13%
FFIV	B	0.12%
MKC	D	0.12%
SOLV	C	0.11%
LDOS	C	0.11%
MPC	D	0.1%
LIN	D	0.1%
CMCSA	B	0.09%
FAST	B	0.08%
CAH	B	0.08%
KNX	B	0.07%
TJX	A	0.06%
HII	D	0.06%
AON	A	0.06%
EXC	C	0.05%

ESMV Underweight 61 Positions Relative to LRND

Symbol	Grade	Weight
GOOGL	C	-8.96%
AMZN	C	-8.83%
META	D	-6.33%
GM	B	-2.19%
PFE	D	-1.72%
QCOM	F	-1.63%
F	C	-1.62%
AVGO	D	-1.58%
ABBV	D	-1.24%
TSLA	B	-1.22%
AMD	F	-1.05%
SQ	B	-0.72%
MU	D	-0.69%
BA	F	-0.66%
NFLX	A	-0.64%
PYPL	B	-0.63%
DELL	C	-0.63%
AMAT	F	-0.54%
ABT	B	-0.54%
MDT	D	-0.52%
MRNA	F	-0.5%
MRVL	B	-0.44%
CAT	B	-0.43%
DE	A	-0.43%
SPOT	B	-0.4%
PANW	C	-0.39%
ABNB	C	-0.36%
WDC	D	-0.35%
LRCX	F	-0.34%
SNOW	C	-0.34%
CMI	A	-0.34%
HPQ	B	-0.34%
EXPE	B	-0.33%
GE	D	-0.33%
BIIB	F	-0.31%
RIVN	F	-0.3%
BSX	B	-0.3%
EBAY	D	-0.29%
RBLX	C	-0.29%
MMM	D	-0.29%
SYK	C	-0.28%
LMT	D	-0.27%
ADI	D	-0.27%
DHR	F	-0.26%
DASH	A	-0.26%
CTVA	C	-0.26%
ILMN	D	-0.25%
EXEL	B	-0.25%
ISRG	A	-0.23%
GEHC	F	-0.23%
DDOG	A	-0.22%
EW	C	-0.22%
PINS	D	-0.21%
TMO	F	-0.21%
GLW	B	-0.21%
BDX	F	-0.21%
KLAC	D	-0.2%
APTV	D	-0.19%
U	C	-0.17%
MCHP	D	-0.17%
LCID	F	-0.12%