SDY vs. EQUL ETF Comparison

Comparison of SPDR S&P Dividend ETF (SDY) to IQ Engender Equality ETF (EQUL)

SDY

SPDR S&P Dividend ETF

SDY Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index. In seeking to track the performance of the S&P High Yield Dividend Aristocrats Index, the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the highest dividend yielding S&P Composite 1500Â® Index constituents that have followed a managed-dividends policy of consistently increasing dividends every year for at least 20 consecutive years. It is non-diversified.

Grade (RS Rating)

Last Trade

$142.31

Average Daily Volume

183,834

Number of Holdings ^*

132

* 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 ^*

* may have additional holdings in another (foreign) market

Performance

Period	SDY	EQUL
30 Days	0.70%	-0.45%
60 Days	0.90%	1.12%
90 Days	3.52%	4.86%
12 Months	23.08%	26.72%

12 Overlapping Holdings

Symbol	Grade	Weight in SDY	Weight in EQUL	Overlap
ALB	C	0.69%	1.61%	0.69%
CL	D	0.9%	1.16%	0.9%
CLX	B	1.22%	1.32%	1.22%
ECL	D	0.42%	1.25%	0.42%
JNJ	D	1.43%	1.2%	1.2%
KMB	D	1.68%	1.24%	1.24%
KO	D	1.23%	1.14%	1.14%
MCD	D	1.11%	1.28%	1.11%
PEP	F	1.45%	1.17%	1.17%
PG	A	1.16%	1.26%	1.16%
SJM	D	0.69%	1.21%	0.69%
SPGI	C	0.36%	1.25%	0.36%

SDY Overweight 120 Positions Relative to EQUL

Symbol	Grade	Weight
CVX	A	2.34%
O	D	2.21%
KVUE	A	1.81%
XEL	A	1.78%
EIX	B	1.74%
WEC	A	1.72%
XOM	B	1.61%
ADM	D	1.51%
MDT	D	1.48%
TGT	F	1.48%
SO	D	1.48%
TROW	B	1.46%
ED	D	1.42%
IBM	C	1.42%
ABBV	D	1.36%
SYY	B	1.32%
TXN	C	1.31%
CINF	A	1.29%
ES	D	1.28%
GPC	D	1.21%
ITW	B	1.2%
APD	A	1.2%
ATO	A	1.18%
FAST	B	1.17%
EMR	A	1.13%
NEE	D	1.11%
BBY	D	1.09%
ESS	B	1.08%
ADP	B	1.03%
LMT	D	1.0%
PPG	F	0.98%
QCOM	F	0.97%
CAH	B	0.97%
MKC	D	0.96%
ABT	B	0.96%
MCHP	D	0.96%
LHX	C	0.96%
LNT	A	0.88%
GD	F	0.88%
AFL	B	0.88%
AMCR	D	0.85%
EVRG	A	0.84%
LOW	D	0.84%
SWK	D	0.81%
RPM	A	0.79%
NKE	D	0.78%
CHRW	C	0.76%
WM	A	0.75%
NUE	C	0.74%
BDX	F	0.73%
NOC	D	0.72%
ADI	D	0.72%
CAT	B	0.71%
LECO	B	0.66%
GGG	B	0.63%
CB	C	0.61%
NDSN	B	0.6%
RSG	A	0.59%
CHD	B	0.58%
DOV	A	0.58%
AOS	F	0.57%
JKHY	D	0.57%
ATR	B	0.56%
EXPD	D	0.55%
WTRG	B	0.54%
LIN	D	0.54%
ORI	A	0.52%
DCI	B	0.52%
RGLD	C	0.51%
TTC	D	0.51%
WMT	A	0.51%
PNR	A	0.5%
HRL	D	0.49%
FDS	B	0.48%
FRT	B	0.48%
CBSH	A	0.46%
NNN	D	0.45%
PB	A	0.44%
CFR	B	0.44%
SEIC	B	0.42%
ERIE	D	0.42%
CSL	C	0.42%
GWW	B	0.42%
MSA	D	0.4%
RLI	B	0.4%
CTAS	B	0.39%
BEN	C	0.38%
SHW	A	0.38%
BMI	B	0.33%
UBSI	B	0.32%
NFG	A	0.31%
UGI	A	0.3%
UMBF	B	0.3%
WRB	A	0.29%
SON	D	0.29%
CASY	A	0.28%
NJR	A	0.28%
OZK	B	0.28%
ROP	B	0.27%
RNR	C	0.27%
BRO	B	0.26%
OGS	A	0.25%
BKH	A	0.25%
FLO	D	0.25%
FELE	B	0.24%
FUL	F	0.24%
SR	A	0.23%
PII	D	0.23%
PRGO	B	0.22%
LANC	C	0.2%
CBU	B	0.2%
ABM	B	0.19%
CWT	D	0.18%
AWR	B	0.18%
BRC	D	0.18%
CPK	A	0.17%
AVA	A	0.17%
WST	C	0.12%
SJW	D	0.1%
SCL	C	0.1%

SDY Underweight 63 Positions Relative to EQUL

Symbol	Grade	Weight
LYFT	C	-1.88%
AFRM	B	-1.87%
WFC	A	-1.79%
AA	B	-1.74%
DASH	A	-1.72%
CRM	B	-1.66%
Z	A	-1.63%
MAR	B	-1.58%
CMI	A	-1.57%
GS	A	-1.57%
PYPL	B	-1.56%
BAC	A	-1.54%
GM	B	-1.53%
C	A	-1.53%
BMY	B	-1.52%
ADSK	A	-1.51%
JPM	A	-1.51%
HLT	A	-1.5%
BLK	C	-1.49%
KEYS	A	-1.45%
GLOB	B	-1.43%
BSX	B	-1.41%
MET	A	-1.4%
SCI	B	-1.39%
META	D	-1.39%
WELL	A	-1.39%
VRSK	A	-1.38%
MA	C	-1.35%
VFC	C	-1.34%
PARA	C	-1.33%
ILMN	D	-1.33%
NBIX	C	-1.32%
INTU	C	-1.32%
ACN	C	-1.32%
K	A	-1.31%
F	C	-1.3%
YUM	B	-1.29%
VTR	C	-1.29%
MCO	B	-1.28%
UBER	D	-1.27%
NYT	C	-1.25%
VZ	C	-1.23%
ETSY	D	-1.23%
CRL	C	-1.21%
XYL	D	-1.21%
IPG	D	-1.19%
WBA	F	-1.19%
WEX	D	-1.18%
BMRN	D	-1.17%
HAS	D	-1.16%
HSY	F	-1.14%
DOW	F	-1.14%
GIS	D	-1.12%
IFF	D	-1.12%
AMGN	D	-1.12%
MDLZ	F	-1.11%
MRK	F	-1.08%
NEM	D	-1.06%
BIIB	F	-1.02%
CNC	D	-1.01%
COTY	F	-1.0%
HALO	F	-0.95%
OGN	D	-0.92%