NZUS vs. EQUL ETF Comparison

Comparison of SPDR MSCI USA Climate Paris Aligned ETF (NZUS) to IQ Engender Equality ETF (EQUL)
NZUS

SPDR MSCI USA Climate Paris Aligned ETF

NZUS Description

SPDR Series Trust - SPDR MSCI USA Climate Paris Aligned ETF is an exchange traded fund launched by State Street Global Advisors, Inc. The fund is managed by SSGA Funds Management, Inc. 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 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 Climate Paris Aligned Index, by using representative sampling technique. It does not invest in stocks of companies operating across cluster bombs, landmines, depleted uranium, chemical or biological weapons, blinding laser weapons, non-detectable fragments or incendiary weapons, tobacco, mining of thermal coal, oil and gas related activities, including distribution / retail, equipment and services, extraction and production, petrochemicals, pipelines and transportation and refining, thermal coal based, liquid fuel based and natural gas based power generation sectors. SPDR Series Trust - SPDR MSCI USA Climate Paris Aligned ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$33.49

Average Daily Volume

283

Number of Holdings *

249

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

75

* may have additional holdings in another (foreign) market
Performance
Period NZUS EQUL
30 Days 3.03% -0.45%
60 Days 3.65% 1.12%
90 Days 5.64% 4.86%
12 Months 31.78% 26.72%
36 Overlapping Holdings
Symbol Grade Weight in NZUS Weight in EQUL Overlap
ACN C 0.62% 1.32% 0.62%
ADSK A 0.27% 1.51% 0.27%
AMGN D 0.26% 1.12% 0.26%
BAC A 0.01% 1.54% 0.01%
BIIB F 0.05% 1.02% 0.05%
BLK C 0.12% 1.49% 0.12%
BMRN D 0.05% 1.17% 0.05%
BMY B 0.36% 1.52% 0.36%
BSX B 0.29% 1.41% 0.29%
CRM B 0.83% 1.66% 0.83%
ECL D 0.15% 1.25% 0.15%
HLT A 0.04% 1.5% 0.04%
HSY F 0.28% 1.14% 0.28%
ILMN D 0.05% 1.33% 0.05%
INTU C 0.62% 1.32% 0.62%
JNJ D 0.93% 1.2% 0.93%
JPM A 1.32% 1.51% 1.32%
KEYS A 0.12% 1.45% 0.12%
MA C 1.27% 1.35% 1.27%
MCD D 0.95% 1.28% 0.95%
MCO B 0.57% 1.28% 0.57%
MET A 0.13% 1.4% 0.13%
META D 2.46% 1.39% 1.39%
MRK F 0.66% 1.08% 0.66%
NBIX C 0.04% 1.32% 0.04%
NEM D 0.09% 1.06% 0.09%
PYPL B 0.2% 1.56% 0.2%
SPGI C 0.76% 1.25% 0.76%
UBER D 0.2% 1.27% 0.2%
VRSK A 0.16% 1.38% 0.16%
VTR C 0.08% 1.29% 0.08%
VZ C 0.12% 1.23% 0.12%
WELL A 0.21% 1.39% 0.21%
WFC A 0.29% 1.79% 0.29%
XYL D 1.14% 1.21% 1.14%
YUM B 0.15% 1.29% 0.15%
NZUS Overweight 213 Positions Relative to EQUL
Symbol Grade Weight
NVDA C 7.56%
AAPL C 6.92%
MSFT F 6.65%
AMZN C 3.6%
TSLA B 3.03%
GOOG C 2.32%
V A 1.8%
DLR B 1.76%
AVGO D 1.63%
LLY F 1.57%
SHW A 1.52%
EIX B 1.25%
IBM C 1.25%
GOOGL C 1.19%
UNH C 1.18%
HD A 0.93%
NOW A 0.91%
EQIX A 0.9%
CSCO B 0.84%
NFLX A 0.83%
ORCL B 0.82%
PLD D 0.75%
TXN C 0.67%
FSLR F 0.64%
ADI D 0.61%
ACM A 0.57%
ADBE C 0.57%
AFL B 0.57%
AMD F 0.56%
ABBV D 0.56%
AWK D 0.55%
AME A 0.55%
ZTS D 0.53%
MSI B 0.52%
DHR F 0.5%
TMO F 0.49%
PNR A 0.48%
AVB B 0.46%
ROK B 0.46%
ESS B 0.45%
DIS B 0.45%
BXP D 0.45%
DOC D 0.44%
ARE D 0.44%
QCOM F 0.44%
SCHW B 0.43%
TJX A 0.4%
AXP A 0.39%
CB C 0.39%
ISRG A 0.38%
ITW B 0.36%
PGR A 0.36%
FTV C 0.36%
SYK C 0.35%
MMC B 0.33%
MDT D 0.31%
MRVL B 0.31%
CME A 0.31%
MTD D 0.31%
JNPR F 0.29%
INTC D 0.29%
SBUX A 0.28%
RIVN F 0.28%
VRTX F 0.27%
ICE C 0.27%
IEX B 0.26%
AMT D 0.25%
VICI C 0.25%
GRMN B 0.25%
FAST B 0.24%
ACGL D 0.24%
ALLE D 0.24%
PFE D 0.24%
BX A 0.24%
CMCSA B 0.23%
WST C 0.23%
PSA D 0.22%
ENPH F 0.22%
BK A 0.22%
MELI D 0.22%
SNPS B 0.22%
APO B 0.22%
CHD B 0.21%
KLAC D 0.21%
BRO B 0.21%
ELV F 0.21%
UNP C 0.2%
CTAS B 0.2%
REGN F 0.2%
EW C 0.19%
O D 0.19%
AON A 0.19%
WAT B 0.19%
ABNB C 0.19%
APH A 0.19%
ODFL B 0.19%
EBAY D 0.18%
KKR A 0.18%
ROP B 0.17%
CPRT A 0.17%
AFG A 0.17%
HIG B 0.17%
CMG B 0.16%
SPG B 0.16%
AXON A 0.16%
FFIV B 0.16%
PAYX C 0.15%
VLTO D 0.15%
VRSN F 0.15%
RMD C 0.14%
MNST C 0.14%
WTW B 0.14%
ALL A 0.14%
CINF A 0.14%
ROST C 0.14%
NDAQ A 0.13%
IDXX F 0.13%
USB A 0.13%
MKL A 0.13%
CHTR C 0.13%
TRMB B 0.13%
RPRX D 0.12%
ROL B 0.12%
FTNT C 0.12%
GGG B 0.11%
TROW B 0.11%
ETN A 0.11%
CBOE B 0.11%
FDS B 0.11%
RVTY F 0.11%
FI A 0.1%
ALNY D 0.1%
AJG B 0.1%
EQR B 0.1%
SEIC B 0.1%
MPWR F 0.09%
WRB A 0.09%
ADP B 0.09%
KIM A 0.09%
A D 0.09%
EFX F 0.09%
BDX F 0.09%
ERIE D 0.09%
LULU C 0.09%
CSGP D 0.09%
NTRS A 0.09%
NKE D 0.08%
WDAY B 0.08%
DFS B 0.08%
DXCM D 0.08%
MTB A 0.08%
HUM C 0.08%
HOLX D 0.08%
ULTA F 0.07%
TRV B 0.07%
ANET C 0.07%
MKTX D 0.07%
ZBH C 0.07%
VEEV C 0.07%
KDP D 0.07%
EXR D 0.06%
PANW C 0.06%
ANSS B 0.06%
TYL B 0.05%
AOS F 0.05%
TTD B 0.05%
PODD C 0.05%
LOW D 0.05%
VMC B 0.05%
TMUS B 0.05%
BIO D 0.04%
CTLT B 0.04%
TFX F 0.04%
FOXA B 0.04%
IR B 0.04%
INCY C 0.04%
WM A 0.04%
AMP A 0.04%
GWW B 0.04%
AVTR F 0.03%
HUBS A 0.03%
STZ D 0.03%
TTWO A 0.03%
TECH D 0.03%
FOX A 0.03%
GILD C 0.03%
DGX A 0.03%
SQ B 0.03%
EL F 0.03%
BAH F 0.03%
ALGN D 0.03%
SNAP C 0.02%
EXAS D 0.02%
MTCH D 0.02%
LH C 0.02%
DOCU A 0.02%
ZM B 0.02%
IQV D 0.02%
PINS D 0.02%
OKTA C 0.02%
SNOW C 0.02%
COIN C 0.02%
TW A 0.02%
MRNA F 0.01%
BAX D 0.01%
SMCI F 0.01%
PAYC B 0.01%
EPAM C 0.01%
WPC D 0.01%
MDB C 0.01%
TRU D 0.01%
MKC D 0.01%
CSX B 0.01%
NZUS Underweight 39 Positions Relative to EQUL
Symbol Grade Weight
LYFT C -1.88%
AFRM B -1.87%
AA B -1.74%
DASH A -1.72%
Z A -1.63%
ALB C -1.61%
MAR B -1.58%
CMI A -1.57%
GS A -1.57%
GM B -1.53%
C A -1.53%
GLOB B -1.43%
SCI B -1.39%
VFC C -1.34%
PARA C -1.33%
CLX B -1.32%
K A -1.31%
F C -1.3%
PG A -1.26%
NYT C -1.25%
KMB D -1.24%
ETSY D -1.23%
CRL C -1.21%
SJM D -1.21%
IPG D -1.19%
WBA F -1.19%
WEX D -1.18%
PEP F -1.17%
HAS D -1.16%
CL D -1.16%
DOW F -1.14%
KO D -1.14%
GIS D -1.12%
IFF D -1.12%
MDLZ F -1.11%
CNC D -1.01%
COTY F -1.0%
HALO F -0.95%
OGN D -0.92%
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