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      IQSM vs. DON ETF Comparison

      Comparison of IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM) to WisdomTree MidCap Dividend Fund (DON)
      IQSM

      IQ Candriam ESG U.S. Mid Cap Equity ETF

      IQSM Description

      IQ Candriam ESG U.S. Mid Cap Equity ETF is an exchange traded fund launched by New York Life Investment Management LLC. The fund is managed by IndexIQ Advisors LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the IQ Candriam ESG U.S. Mid Cap Equity Index, by using full replication technique. IQ Candriam ESG U.S. Mid Cap Equity ETF is domiciled in the United States.

      Grade (RS Rating)

      Last Trade

      $34.29

      Average Daily Volume

      13,747

      Number of Holdings *

      214

      * may have additional holdings in another (foreign) market
      DON

      WisdomTree MidCap Dividend Fund

      DON Description The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree MidCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of the mid-capitalization segment of the U.S. dividend-paying market. The fund is non-diversified.

      Grade (RS Rating)

      Last Trade

      $55.04

      Average Daily Volume

      128,338

      Number of Holdings *

      328

      * may have additional holdings in another (foreign) market
      Performance
      Period IQSM DON
      30 Days 4.29% 7.60%
      60 Days 5.32% 8.28%
      90 Days 6.64% 10.47%
      12 Months 27.71% 34.24%
      110 Overlapping Holdings
      Symbol Grade Weight in IQSM Weight in DON Overlap
      ACM A 0.7% 0.2% 0.2%
      ADC B 0.36% 0.09% 0.09%
      AGCO D 0.28% 0.15% 0.15%
      AIZ A 0.54% 0.38% 0.38%
      ALB C 0.57% 0.23% 0.23%
      ALLY C 0.47% 0.53% 0.47%
      AM A 0.24% 0.6% 0.24%
      AMH D 0.6% 0.18% 0.18%
      AOS F 0.42% 0.21% 0.21%
      ARMK B 0.46% 0.2% 0.2%
      ATR B 0.54% 0.28% 0.28%
      AYI B 0.48% 0.13% 0.13%
      BEN C 0.33% 0.63% 0.33%
      BPOP B 0.33% 0.31% 0.31%
      BRX A 0.41% 0.39% 0.39%
      CG A 0.54% 0.91% 0.54%
      CHE D 0.4% 0.11% 0.11%
      CHRW C 0.62% 0.47% 0.47%
      CHX C 0.28% 0.16% 0.16%
      CMC B 0.33% 0.15% 0.15%
      CPT B 0.61% 0.3% 0.3%
      CUBE D 0.51% 0.6% 0.51%
      DCI B 0.44% 0.3% 0.3%
      DINO D 0.32% 0.33% 0.32%
      DKS C 0.54% 0.47% 0.47%
      DLB B 0.21% 0.13% 0.13%
      DTM B 0.46% 0.61% 0.46%
      EHC B 0.48% 0.2% 0.2%
      ELS C 0.61% 0.17% 0.17%
      EME C 1.12% 0.3% 0.3%
      EQH B 0.75% 0.58% 0.58%
      ESI A 0.3% 0.17% 0.17%
      EWBC A 0.69% 0.8% 0.69%
      FAF A 0.31% 0.3% 0.3%
      FBIN D 0.45% 0.17% 0.17%
      FIX A 0.74% 0.22% 0.22%
      FR C 0.33% 0.09% 0.09%
      FRT B 0.4% 0.4% 0.4%
      GAP C 0.21% 0.3% 0.21%
      GEN B 0.79% 0.54% 0.54%
      GGG B 0.71% 0.23% 0.23%
      GL B 0.47% 0.16% 0.16%
      GNTX C 0.34% 0.23% 0.23%
      GPK C 0.41% 0.31% 0.31%
      H B 0.33% 0.09% 0.09%
      HLNE B 0.32% 0.29% 0.29%
      HRB D 0.39% 0.5% 0.39%
      HST C 0.59% 0.33% 0.33%
      IBP D 0.23% 0.12% 0.12%
      INGR B 0.47% 0.53% 0.47%
      IPG D 0.53% 0.53% 0.53%
      ITT A 0.6% 0.28% 0.28%
      JKHY D 0.6% 0.22% 0.22%
      JNPR F 0.58% 0.46% 0.46%
      KIM A 0.78% 0.52% 0.52%
      LAD A 0.48% 0.14% 0.14%
      LEA D 0.26% 0.17% 0.17%
      LEVI F 0.08% 0.09% 0.08%
      LFUS F 0.29% 0.11% 0.11%
      LKQ D 0.47% 0.35% 0.35%
      LSTR D 0.32% 0.24% 0.24%
      LW C 0.55% 0.16% 0.16%
      MAS D 0.82% 0.61% 0.61%
      MKSI C 0.33% 0.13% 0.13%
      MKTX D 0.47% 0.16% 0.16%
      MOS F 0.4% 0.26% 0.26%
      MSA D 0.3% 0.11% 0.11%
      MTN C 0.31% 0.33% 0.31%
      NOV C 0.3% 0.1% 0.1%
      NWS B 0.11% 0.1% 0.1%
      NWSA B 0.53% 0.16% 0.16%
      NYT C 0.39% 0.17% 0.17%
      OC A 0.81% 0.35% 0.35%
      OLED D 0.35% 0.1% 0.1%
      ORI A 0.45% 0.67% 0.45%
      PAYC B 0.56% 0.17% 0.17%
      PKG A 1.0% 1.15% 1.0%
      POOL C 0.66% 0.24% 0.24%
      PRI A 0.5% 0.27% 0.27%
      PVH C 0.28% 0.07% 0.07%
      REG B 0.59% 0.35% 0.35%
      REXR F 0.43% 0.11% 0.11%
      RGA A 0.72% 0.61% 0.61%
      RHI B 0.37% 0.24% 0.24%
      RL B 0.41% 0.4% 0.4%
      RPM A 0.83% 0.4% 0.4%
      RRX B 0.55% 0.18% 0.18%
      SF B 0.54% 0.38% 0.38%
      SIGI C 0.28% 0.16% 0.16%
      SJM D 0.55% 0.52% 0.52%
      SNX C 0.42% 0.21% 0.21%
      STAG F 0.31% 0.2% 0.2%
      TECH D 0.54% 0.14% 0.14%
      TFX F 0.43% 0.11% 0.11%
      TKR D 0.23% 0.2% 0.2%
      TOL B 0.76% 0.35% 0.35%
      TPR B 0.63% 0.74% 0.63%
      TTC D 0.41% 0.19% 0.19%
      TTEK F 0.52% 0.14% 0.14%
      UDR B 0.65% 0.49% 0.49%
      UNM A 0.65% 0.63% 0.63%
      VOYA B 0.39% 0.26% 0.26%
      WAL B 0.47% 0.37% 0.37%
      WCC B 0.46% 0.15% 0.15%
      WH B 0.37% 0.3% 0.3%
      WMS D 0.42% 0.13% 0.13%
      WPC D 0.57% 0.71% 0.57%
      WTRG B 0.5% 0.45% 0.45%
      WTS B 0.27% 0.11% 0.11%
      X C 0.39% 0.1% 0.1%
      IQSM Overweight 104 Positions Relative to DON
      Symbol Grade Weight
      YUMC C 0.86%
      KEY B 0.85%
      PNR A 0.84%
      BURL A 0.84%
      NTNX A 0.83%
      MANH D 0.82%
      XPO B 0.81%
      DOCU A 0.77%
      TWLO A 0.76%
      UTHR C 0.75%
      FLEX A 0.72%
      USFD A 0.72%
      GWRE A 0.72%
      SAIA B 0.69%
      FFIV B 0.68%
      DT C 0.68%
      SFM A 0.68%
      EPAM C 0.66%
      RNR C 0.64%
      JLL D 0.6%
      NBIX C 0.59%
      KMX B 0.59%
      NVT B 0.58%
      FTI A 0.58%
      DAY B 0.55%
      BLD D 0.55%
      BJ A 0.55%
      Z A 0.55%
      NCLH B 0.54%
      INSM C 0.54%
      CTLT B 0.51%
      FND C 0.51%
      CRL C 0.48%
      OHI C 0.47%
      SRPT D 0.46%
      QGEN D 0.46%
      PCVX D 0.46%
      GLOB B 0.46%
      EXAS D 0.45%
      BRBR A 0.45%
      FN D 0.44%
      ROKU D 0.44%
      PCTY B 0.43%
      AXTA A 0.43%
      EXEL B 0.43%
      KNX B 0.42%
      RVMD C 0.42%
      ITCI C 0.41%
      PEN B 0.41%
      MTZ B 0.41%
      PLNT A 0.4%
      DVA B 0.4%
      HAS D 0.39%
      ONTO D 0.38%
      TREX C 0.37%
      HSIC B 0.37%
      MEDP D 0.37%
      JAZZ B 0.36%
      ESTC C 0.36%
      KEX C 0.36%
      AA B 0.35%
      RIVN F 0.35%
      APG B 0.35%
      G B 0.35%
      MHK D 0.35%
      RGEN D 0.35%
      ANF C 0.34%
      WEX D 0.34%
      GTLS B 0.34%
      ALV C 0.34%
      AGNC D 0.33%
      RYAN B 0.33%
      LSCC D 0.33%
      CGNX C 0.33%
      GXO B 0.33%
      AZEK A 0.32%
      PARA C 0.32%
      FCN D 0.32%
      HALO F 0.32%
      CFLT B 0.31%
      DAR C 0.31%
      AXS A 0.31%
      ARW D 0.3%
      WBA F 0.3%
      SUM B 0.28%
      STWD C 0.28%
      WFRD D 0.28%
      CROX D 0.28%
      ETSY D 0.28%
      BPMC C 0.28%
      VKTX F 0.27%
      ALTR B 0.27%
      CLF F 0.26%
      CRUS D 0.26%
      PATH C 0.26%
      POST C 0.25%
      FIVE F 0.23%
      ST F 0.23%
      AN C 0.21%
      ACHC F 0.17%
      ZG A 0.16%
      COTY F 0.13%
      CACC D 0.13%
      LCID F 0.08%
      IQSM Underweight 218 Positions Relative to DON
      Symbol Grade Weight
      VST B -2.22%
      IP B -1.22%
      CRBG B -1.09%
      SYF B -0.98%
      VTRS A -0.95%
      SNA A -0.93%
      EVRG A -0.9%
      FNF B -0.86%
      PNW B -0.84%
      NRG B -0.83%
      EQT B -0.81%
      CAG D -0.77%
      NI A -0.74%
      JEF A -0.7%
      OGE B -0.69%
      LNT A -0.68%
      CMA A -0.68%
      LUV C -0.65%
      GLPI C -0.65%
      CNA B -0.64%
      MAA B -0.63%
      UI A -0.63%
      LAMR D -0.61%
      ESS B -0.59%
      SWK D -0.59%
      CPB D -0.59%
      WSM B -0.59%
      EMN D -0.58%
      JXN C -0.57%
      OWL A -0.56%
      WSO A -0.55%
      OMF A -0.54%
      ZION B -0.51%
      SNV B -0.5%
      LNC B -0.5%
      SW A -0.5%
      TXRH C -0.5%
      COLB A -0.49%
      CF B -0.47%
      TPL A -0.46%
      WBS A -0.46%
      NNN D -0.46%
      ACI C -0.45%
      LII A -0.45%
      TAP C -0.44%
      CHRD D -0.44%
      CFR B -0.43%
      NFG A -0.43%
      OVV B -0.43%
      SSNC B -0.41%
      UGI A -0.4%
      CIVI D -0.4%
      LDOS C -0.4%
      RDN C -0.38%
      HOMB A -0.38%
      AFG A -0.37%
      MTG C -0.37%
      ALSN B -0.37%
      OZK B -0.36%
      FLO D -0.36%
      DPZ C -0.36%
      PB A -0.36%
      SON D -0.35%
      CSL C -0.35%
      EVR B -0.34%
      WU D -0.34%
      CADE B -0.33%
      LECO B -0.33%
      FLS B -0.33%
      FNB A -0.32%
      GBCI B -0.32%
      UBSI B -0.32%
      MLI C -0.31%
      SWX B -0.31%
      VLY B -0.31%
      SCI B -0.31%
      BOKF B -0.31%
      PAG B -0.3%
      WEN D -0.3%
      SEIC B -0.3%
      POR C -0.29%
      IEX B -0.29%
      SSB B -0.29%
      FOXA B -0.29%
      WTFC A -0.29%
      NXST C -0.29%
      ONB B -0.29%
      R B -0.28%
      BWXT B -0.28%
      CBT C -0.27%
      REYN D -0.27%
      CBSH A -0.27%
      IDA A -0.27%
      FOX A -0.27%
      HLI B -0.27%
      ACT D -0.26%
      APA D -0.26%
      MSM C -0.26%
      RLI B -0.25%
      NJR A -0.25%
      IBKR A -0.24%
      M D -0.23%
      NDSN B -0.23%
      BBWI D -0.22%
      HII D -0.22%
      KBH D -0.22%
      JBL B -0.22%
      FFIN B -0.22%
      CE F -0.21%
      CASY A -0.21%
      ADTN A -0.21%
      THG A -0.21%
      TER D -0.21%
      LANC C -0.21%
      AWI A -0.2%
      AIT A -0.2%
      SEE C -0.19%
      UFPI B -0.19%
      AVT C -0.19%
      MORN B -0.19%
      CWEN C -0.19%
      LPX B -0.19%
      CW B -0.18%
      BYD C -0.18%
      RGLD C -0.18%
      BERY B -0.18%
      HUN F -0.18%
      MUR D -0.18%
      NEU C -0.18%
      PR B -0.17%
      COLM B -0.17%
      MAN D -0.17%
      MGY A -0.17%
      CCK C -0.17%
      OSK B -0.17%
      AL B -0.17%
      PNFP B -0.17%
      CHH A -0.17%
      BSY D -0.17%
      SLGN A -0.16%
      BWA D -0.16%
      SAIC F -0.16%
      BC C -0.16%
      IPAR B -0.16%
      RHP B -0.16%
      AEO F -0.16%
      THO B -0.16%
      FG B -0.16%
      PII D -0.16%
      GATX A -0.16%
      UHS D -0.16%
      WWD B -0.15%
      TPX B -0.15%
      MUSA A -0.15%
      GOLF B -0.15%
      DNB B -0.15%
      HOG D -0.15%
      EXP A -0.15%
      AAON B -0.15%
      TKO B -0.14%
      CHDN B -0.14%
      EDR A -0.14%
      MDU D -0.14%
      KNSL B -0.14%
      MTDR B -0.14%
      RRC B -0.13%
      PBF D -0.13%
      KBR F -0.13%
      COKE C -0.13%
      OLN D -0.13%
      VMI B -0.13%
      CC C -0.13%
      DLN A -0.13%
      SM B -0.13%
      FELE B -0.12%
      WING D -0.12%
      PTEN C -0.12%
      BMI B -0.12%
      CR A -0.12%
      ZWS B -0.12%
      BCC B -0.11%
      MMS F -0.11%
      AMKR D -0.11%
      EGP F -0.11%
      EXPO D -0.11%
      ASH D -0.11%
      SSD D -0.11%
      NSP D -0.11%
      MOG.A B -0.1%
      PEGA A -0.1%
      PFSI D -0.1%
      BRKR D -0.1%
      ENSG D -0.1%
      HXL D -0.09%
      SNDR B -0.09%
      FSS B -0.09%
      MTH D -0.09%
      XRAY F -0.09%
      ESAB B -0.09%
      VNT B -0.08%
      CWEN C -0.08%
      COLD D -0.08%
      BCPC B -0.08%
      FUL F -0.08%
      GPI A -0.08%
      AMG B -0.08%
      TRNO F -0.07%
      DDS B -0.07%
      ORA B -0.07%
      IRDM D -0.07%
      PECO A -0.06%
      RYN D -0.06%
      POWI D -0.06%
      ASO F -0.05%
      KRC C -0.05%
      CNXC F -0.04%
      SEB F -0.04%
      NFE D -0.02%

      IQSM: Top Represented Industries & Keywords

      Industries: Biotechnology Software - Application Diversified Industrials Building Materials Engineering & Construction Software - Infrastructure Business Services Packaged Foods REIT - Residential REIT - Retail Asset Management Auto Parts Diagnostics & Research Leisure Medical Care Oil & Gas Equipment & Services REIT - Industrial Specialty Chemicals Specialty Retail Apparel Manufacturing
      Keywords: S&P 500 Insurance Real Estate Investment Trust Biotechnology Chemical Computing Mining Construction Banking Biopharmaceutical Building Materials Insurance Products Electronics Transport Medicine Oil And Gas Beverage Cancer Clothing Fashion

      DON: Top Represented Industries & Keywords

      Industries: Banks - Regional - US Diversified Industrials Oil & Gas E&P Packaging & Containers Asset Management Specialty Chemicals Building Materials Packaged Foods REIT - Industrial REIT - Retail Utilities - Regulated Electric Insurance - Property & Casualty REIT - Residential Tools & Accessories Aerospace & Defense Auto Parts Broadcasting - TV Business Services Capital Markets Engineering & Construction
      Keywords: S&P 500 Bank Chemical Insurance Natural Gas Banking Real Estate Investment Trust Mining Aerospace Electronics Electricity Beverage Deposit Products Plastic Commercial Banking Adhesives Building Materials Oil And Gas Plumbing Real Estate Loans
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