LRND vs. EVUS ETF Comparison

Comparison of IQ U.S. Large Cap R&D Leaders ETF (LRND) to iShares ESG Aware MSCI USA Value ETF (EVUS)

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

EVUS

iShares ESG Aware MSCI USA Value ETF

EVUS Description

EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.

Grade (RS Rating)

Last Trade

$30.74

Average Daily Volume

1,444

Number of Holdings ^*

234

* may have additional holdings in another (foreign) market

Performance

Period	LRND	EVUS
30 Days	2.07%	2.65%
60 Days	2.22%	3.47%
90 Days	4.29%	6.09%
12 Months	28.44%	29.50%

39 Overlapping Holdings

Symbol	Grade	Weight in LRND	Weight in EVUS	Overlap
ABBV	D	1.24%	0.92%	0.92%
ABT	B	0.54%	0.24%	0.24%
ACN	C	0.26%	0.56%	0.26%
ADI	D	0.27%	0.27%	0.27%
AMGN	D	0.85%	0.74%	0.74%
AVGO	D	1.58%	2.9%	1.58%
BIIB	F	0.31%	0.1%	0.1%
BMY	B	2.13%	0.42%	0.42%
CAT	B	0.43%	0.75%	0.43%
CMI	A	0.34%	0.78%	0.34%
CNH	C	0.2%	0.24%	0.2%
CSCO	B	1.69%	1.01%	1.01%
DE	A	0.43%	0.43%	0.43%
DHR	F	0.26%	0.7%	0.26%
EA	A	0.55%	0.41%	0.41%
GEHC	F	0.23%	0.09%	0.09%
GILD	C	1.17%	0.96%	0.96%
HON	B	0.32%	0.86%	0.32%
HPE	B	0.5%	0.35%	0.35%
HPQ	B	0.34%	0.17%	0.17%
IBM	C	1.3%	1.17%	1.17%
INTC	D	3.6%	0.57%	0.57%
JNJ	D	2.7%	1.43%	1.43%
JNPR	F	0.2%	0.11%	0.11%
MMM	D	0.29%	0.6%	0.29%
MRK	F	2.9%	0.52%	0.52%
MU	D	0.69%	0.41%	0.41%
NOC	D	0.21%	0.4%	0.21%
NTAP	C	0.19%	0.1%	0.1%
ORCL	B	1.91%	1.31%	1.31%
PFE	D	1.72%	0.55%	0.55%
PG	A	0.38%	1.5%	0.38%
PYPL	B	0.63%	0.24%	0.24%
QCOM	F	1.63%	0.63%	0.63%
REGN	F	0.55%	0.22%	0.22%
RTX	C	0.55%	0.79%	0.55%
TMO	F	0.21%	0.11%	0.11%
TXN	C	0.37%	1.47%	0.37%
WDC	D	0.35%	0.11%	0.11%

LRND Overweight 60 Positions Relative to EVUS

Symbol	Grade	Weight
GOOGL	C	8.96%
AMZN	C	8.83%
META	D	6.33%
AAPL	C	5.93%
MSFT	F	5.41%
NVDA	C	2.45%
GM	B	2.19%
F	C	1.62%
LLY	F	1.55%
VRTX	F	1.54%
TSLA	B	1.22%
CRM	B	1.2%
AMD	F	1.05%
SQ	B	0.72%
ADBE	C	0.7%
BA	F	0.66%
NFLX	A	0.64%
DELL	C	0.63%
TEAM	A	0.61%
INTU	C	0.56%
UBER	D	0.56%
INCY	C	0.54%
AMAT	F	0.54%
MDT	D	0.52%
WDAY	B	0.51%
MRNA	F	0.5%
NOW	A	0.49%
MRVL	B	0.44%
SPOT	B	0.4%
SNPS	B	0.4%
PANW	C	0.39%
ABNB	C	0.36%
LRCX	F	0.34%
SNOW	C	0.34%
EXPE	B	0.33%
GE	D	0.33%
CDNS	B	0.31%
RIVN	F	0.3%
BSX	B	0.3%
ADSK	A	0.3%
EBAY	D	0.29%
RBLX	C	0.29%
SYK	C	0.28%
LMT	D	0.27%
DASH	A	0.26%
CTVA	C	0.26%
ILMN	D	0.25%
EXEL	B	0.25%
ISRG	A	0.23%
DDOG	A	0.22%
EW	C	0.22%
PINS	D	0.21%
GLW	B	0.21%
BDX	F	0.21%
KLAC	D	0.2%
APTV	D	0.19%
ALNY	D	0.18%
U	C	0.17%
MCHP	D	0.17%
LCID	F	0.12%

LRND Underweight 195 Positions Relative to EVUS

Symbol	Grade	Weight
JPM	A	-2.81%
HD	A	-2.07%
UNH	C	-2.04%
KO	D	-1.67%
XOM	B	-1.54%
BAC	A	-1.33%
CVX	A	-1.26%
ADP	B	-1.24%
BRK.A	B	-1.19%
MS	A	-1.07%
PRU	A	-1.02%
PEG	A	-0.96%
AXP	A	-0.9%
K	A	-0.89%
DIS	B	-0.88%
PEP	F	-0.84%
GS	A	-0.84%
COP	C	-0.82%
NEE	D	-0.82%
KMI	A	-0.81%
VZ	C	-0.79%
OKE	A	-0.77%
CRH	A	-0.76%
BK	A	-0.74%
LOW	D	-0.74%
BR	A	-0.73%
C	A	-0.69%
NI	A	-0.67%
SPGI	C	-0.65%
ELV	F	-0.65%
ECL	D	-0.64%
PNR	A	-0.63%
MCD	D	-0.63%
PNC	B	-0.62%
EQIX	A	-0.61%
GIS	D	-0.6%
CCI	D	-0.6%
AMT	D	-0.59%
CI	F	-0.58%
NXPI	D	-0.52%
MET	A	-0.52%
EXPD	D	-0.51%
LIN	D	-0.49%
COR	B	-0.49%
HIG	B	-0.47%
DLR	B	-0.47%
SYF	B	-0.47%
WELL	A	-0.46%
TRV	B	-0.46%
DFS	B	-0.45%
FERG	B	-0.43%
ZTS	D	-0.43%
CLX	B	-0.43%
TGT	F	-0.43%
XYL	D	-0.41%
KR	B	-0.41%
SCHW	B	-0.4%
CARR	D	-0.4%
CHRW	C	-0.4%
CMCSA	B	-0.4%
LKQ	D	-0.39%
PGR	A	-0.39%
OVV	B	-0.39%
JCI	C	-0.38%
NDAQ	A	-0.38%
FI	A	-0.38%
T	A	-0.38%
CMS	C	-0.38%
SBUX	A	-0.37%
KMB	D	-0.36%
FLUT	A	-0.36%
KEYS	A	-0.35%
CBRE	B	-0.35%
ANSS	B	-0.35%
EXC	C	-0.35%
PPG	F	-0.34%
IRM	D	-0.34%
PSX	C	-0.33%
TAP	C	-0.33%
BG	F	-0.32%
UPS	C	-0.32%
BKR	B	-0.31%
BLK	C	-0.31%
CAH	B	-0.31%
STE	F	-0.3%
DGX	A	-0.3%
HCA	F	-0.3%
COO	D	-0.3%
DAL	C	-0.3%
PLD	D	-0.3%
HBAN	A	-0.29%
CHD	B	-0.29%
ETN	A	-0.29%
NEM	D	-0.28%
D	C	-0.28%
BBY	D	-0.28%
WFC	A	-0.28%
EIX	B	-0.28%
SLB	C	-0.28%
USB	A	-0.28%
FTV	C	-0.27%
URI	B	-0.27%
WY	D	-0.26%
KHC	F	-0.26%
ED	D	-0.25%
NUE	C	-0.25%
FIS	C	-0.25%
TFC	A	-0.24%
MMC	B	-0.24%
ES	D	-0.23%
ZBH	C	-0.23%
AFL	B	-0.23%
TSCO	D	-0.23%
GEV	B	-0.23%
FBIN	D	-0.23%
FDX	B	-0.23%
VLO	C	-0.23%
LH	C	-0.22%
WTRG	B	-0.21%
J	F	-0.21%
KDP	D	-0.21%
OC	A	-0.21%
TRMB	B	-0.2%
AIZ	A	-0.2%
A	D	-0.19%
FDS	B	-0.19%
COF	B	-0.18%
TJX	A	-0.18%
CNC	D	-0.18%
STT	A	-0.18%
MRO	B	-0.18%
IEX	B	-0.17%
EQT	B	-0.16%
ACGL	D	-0.16%
DHI	D	-0.16%
NTRS	A	-0.16%
JBHT	C	-0.16%
WMB	A	-0.16%
IP	B	-0.16%
IR	B	-0.15%
TWLO	A	-0.15%
TFX	F	-0.15%
ALLE	D	-0.15%
HOLX	D	-0.14%
WTW	B	-0.14%
MKC	D	-0.14%
HUBB	B	-0.14%
PHM	D	-0.13%
ROK	B	-0.13%
FOX	A	-0.13%
CB	C	-0.13%
HRL	D	-0.12%
BXP	D	-0.12%
AKAM	D	-0.12%
IFF	D	-0.12%
PFG	D	-0.12%
CPB	D	-0.12%
PAYX	C	-0.12%
HII	D	-0.12%
LDOS	C	-0.11%
ADM	D	-0.11%
PSA	D	-0.11%
SOLV	C	-0.11%
CBOE	B	-0.11%
AZPN	A	-0.11%
GEN	B	-0.11%
MKTX	D	-0.11%
APD	A	-0.11%
STLD	B	-0.11%
FANG	D	-0.11%
CCK	C	-0.1%
DD	D	-0.1%
BALL	D	-0.1%
HUM	C	-0.1%
DOW	F	-0.1%
RMD	C	-0.1%
ITW	B	-0.1%
FSLR	F	-0.1%
DOV	A	-0.1%
ICE	C	-0.1%
CAG	D	-0.09%
MDLZ	F	-0.09%
TTC	D	-0.09%
AVTR	F	-0.09%
CVS	D	-0.09%
KMX	B	-0.09%
ULTA	F	-0.09%
AVY	D	-0.09%
SYY	B	-0.09%
STZ	D	-0.09%
LYB	F	-0.08%
NKE	D	-0.08%
IPG	D	-0.08%
DG	F	-0.06%
DLTR	F	-0.06%