WRND vs. BLV ETF Comparison

Comparison of IQ Global Equity R&D Leaders ETF (WRND) to Vanguard Long-Term Bond ETF (BLV)

WRND

IQ Global Equity R&D Leaders ETF

WRND Description

IQ Global Equity 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 global region. 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 seeks to track the performance of the IQ Global Equity R&D Leaders Index, by using full replication technique. IQ Global Equity R&D Leaders ETF was formed on December 14, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$28.68

Average Daily Volume

122

Number of Holdings ^*

112

* may have additional holdings in another (foreign) market

BLV

Vanguard Long-Term Bond ETF

BLV Description

The investment seeks to track the performance of a market-weighted bond index with a long-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Barclays U.S. Long Government/Credit Float Adjusted Index. This Index includes all medium and larger issues of U.S. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities of greater than 10 years and are publicly issued. All of the fund's investments will be selected through the sampling process, and at least 80% of the fund's assets will be invested in bonds held in the index.

Grade (RS Rating)

Last Trade

$69.93

Average Daily Volume

488,721

Number of Holdings ^*

344

* may have additional holdings in another (foreign) market

Performance

Period	WRND	BLV
30 Days	2.81%	2.77%
60 Days	-0.08%	-0.58%
90 Days	2.07%	-1.39%
12 Months	21.57%	-1.87%

57 Overlapping Holdings

Symbol	Grade	Weight in WRND	Weight in BLV	Overlap
AAPL	B	3.4%	0.02%	0.02%
ABBV	F	0.18%	0.02%	0.02%
ABBV	F	0.7%	0.02%	0.02%
ABT	F	0.25%	0.01%	0.01%
ADI	B	0.2%	0.02%	0.02%
AMAT	A	0.35%	0.01%	0.01%
AMGN	C	0.56%	0.02%	0.02%
AMZN	C	5.86%	0.03%	0.03%
APTV	C	0.14%	0.01%	0.01%
AVGO	B	0.76%	0.03%	0.03%
BA	D	0.33%	0.01%	0.01%
BABA	C	0.97%	0.02%	0.02%
BDX	F	0.12%	0.01%	0.01%
BIIB	D	0.22%	0.02%	0.02%
BMY	F	0.75%	0.01%	0.01%
BSX	A	0.17%	0.01%	0.01%
CAT	D	0.22%	0.01%	0.01%
CMI	D	0.16%	0.01%	0.01%
CRM	D	0.47%	0.03%	0.03%
CSCO	F	0.76%	0.03%	0.03%
DE	F	0.23%	0.01%	0.01%
DHR	B	0.18%	0.01%	0.01%
EA	B	0.25%	0.01%	0.01%
EBAY	B	0.17%	0.02%	0.02%
GE	A	0.2%	0.01%	0.01%
GILD	F	0.54%	0.01%	0.01%
GLW	B	0.12%	0.01%	0.01%
GM	C	1.11%	0.02%	0.02%
GOOGL	A	5.72%	0.02%	0.02%
HON	B	0.15%	0.01%	0.01%
HPE	B	0.26%	0.04%	0.04%
HPQ	A	0.17%	0.03%	0.03%
IBM	D	0.63%	0.01%	0.01%
INTC	F	1.2%	0.01%	0.01%
JNJ	F	1.47%	0.01%	0.01%
JNPR	D	0.11%	0.01%	0.01%
KLAC	A	0.16%	0.01%	0.01%
LLY	A	1.03%	0.01%	0.01%
LMT	B	0.17%	0.01%	0.01%
LRCX	B	0.19%	0.01%	0.01%
MDT	C	0.27%	0.05%	0.05%
MMM	C	0.18%	0.01%	0.01%
MRK	C	3.16%	0.01%	0.01%
MSFT	A	2.95%	0.01%	0.01%
NOC	D	0.12%	0.01%	0.01%
NVDA	A	1.08%	0.02%	0.02%
NXPI	A	0.29%	0.01%	0.01%
ORCL	B	0.9%	0.01%	0.01%
PFE	D	1.13%	0.01%	0.01%
PG	B	0.21%	0.01%	0.01%
PYPL	D	0.3%	0.02%	0.02%
QCOM	B	1.12%	0.01%	0.01%
REGN	B	0.42%	0.01%	0.01%
RTX	A	0.33%	0.01%	0.01%
SYK	D	0.13%	0.01%	0.01%
TMO	C	0.13%	0.01%	0.01%
TXN	B	0.22%	0.01%	0.01%

WRND Overweight 55 Positions Relative to BLV

Symbol	Grade	Weight
META	D	3.74%
NVS	C	1.09%
TM	D	0.98%
F	D	0.85%
HMC	F	0.73%
MRNA	B	0.7%
SONY	F	0.6%
STLA	D	0.58%
AMD	C	0.53%
TSLA	D	0.45%
MU	A	0.45%
VRTX	B	0.43%
BIDU	D	0.4%
ADBE	F	0.36%
NFLX	A	0.3%
UBER	D	0.28%
INTU	C	0.26%
TCOM	C	0.24%
SNPS	B	0.23%
SQ	D	0.23%
WDC	A	0.23%
NOW	C	0.22%
SPOT	B	0.22%
MRVL	B	0.22%
MELI	C	0.21%
WDAY	F	0.21%
PANW	C	0.2%
NIO	D	0.19%
TEAM	F	0.18%
RIVN	D	0.18%
BGNE	D	0.18%
ABNB	D	0.16%
INCY	C	0.16%
SHOP	F	0.15%
UL	A	0.14%
CTVA	C	0.14%
CDNS	C	0.14%
SNOW	D	0.13%
MCHP	A	0.13%
PINS	B	0.13%
EXPE	F	0.12%
ADSK	F	0.12%
EW	D	0.11%
ACN	F	0.11%
RBLX	D	0.11%
GEHC	D	0.11%
LPL	F	0.11%
ILMN	F	0.11%
LI	F	0.1%
ALNY	C	0.1%
DASH	D	0.09%
CNH	F	0.09%
U	F	0.08%
GEV	C	0.05%
SOLV	F	0.03%

WRND Underweight 288 Positions Relative to BLV

Symbol	Grade	Weight
WIT	D	-1.44%
COST	A	-0.04%
FITB	C	-0.04%
WY	F	-0.04%
EQH	B	-0.04%
ALLY	C	-0.04%
CARR	B	-0.04%
DD	A	-0.04%
DELL	B	-0.04%
NUE	F	-0.03%
SCCO	C	-0.03%
TAP	F	-0.03%
HAL	F	-0.03%
BHP	C	-0.03%
TEL	A	-0.02%
CF	D	-0.02%
AXP	B	-0.02%
CME	D	-0.02%
OHI	B	-0.02%
LEA	F	-0.02%
MDLZ	D	-0.02%
VMC	D	-0.02%
BHF	F	-0.02%
FANG	D	-0.02%
AJG	B	-0.02%
GPN	F	-0.02%
WU	D	-0.02%
WHR	F	-0.02%
MAR	D	-0.02%
ICE	C	-0.02%
VLO	D	-0.02%
CAG	C	-0.02%
FOXA	B	-0.02%
PSX	D	-0.02%
VTRS	F	-0.02%
GSK	B	-0.02%
MS	B	-0.02%
CPT	C	-0.01%
VTR	C	-0.01%
STLD	D	-0.01%
WPC	D	-0.01%
RPM	C	-0.01%
PECO	F	-0.01%
DOC	C	-0.01%
SCHW	C	-0.01%
BAX	F	-0.01%
AIZ	D	-0.01%
AGO	D	-0.01%
AES	B	-0.01%
CHD	C	-0.01%
ADC	C	-0.01%
AAT	C	-0.01%
BEN	F	-0.01%
CACC	F	-0.01%
HIW	C	-0.01%
JD	C	-0.01%
FRT	D	-0.01%
FNF	C	-0.01%
REG	D	-0.01%
AVA	C	-0.01%
CHI	B	-0.01%
UDR	C	-0.01%
SWX	B	-0.01%
TJX	B	-0.01%
SIGI	F	-0.01%
DT	D	-0.01%
EXR	C	-0.01%
DRI	F	-0.01%
XYL	B	-0.01%
MKC	D	-0.01%
OPI	D	-0.01%
PDM	C	-0.01%
K	C	-0.01%
IDA	C	-0.01%
DGX	C	-0.01%
MAA	C	-0.01%
LXP	F	-0.01%
KRC	F	-0.01%
MDC	A	-0.01%
KSS	B	-0.01%
WELL	A	-0.01%
WTRG	C	-0.01%
WRK	A	-0.01%
ORI	B	-0.01%
OC	B	-0.01%
NYC	B	-0.01%
NWE	C	-0.01%
MSI	B	-0.01%
KIM	D	-0.01%
INGR	C	-0.01%
EQIX	C	-0.01%
EOG	D	-0.01%
FTV	F	-0.01%
DOV	B	-0.01%
CAH	F	-0.01%
ALB	D	-0.01%
BWA	C	-0.01%
AFL	A	-0.01%
AFG	C	-0.01%
CFG	C	-0.01%
CPB	C	-0.01%
COO	C	-0.01%
UAL	C	-0.01%
VOYA	A	-0.01%
VMI	C	-0.01%
STE	C	-0.01%
SNA	F	-0.01%
ROK	F	-0.01%
RF	D	-0.01%
SBRA	B	-0.01%
ZBH	F	-0.01%
NOV	F	-0.01%
NNN	C	-0.01%
NDAQ	C	-0.01%
OGE	C	-0.01%
LHX	B	-0.01%
LH	F	-0.01%
IVZ	C	-0.01%
HRL	C	-0.01%
HOG	D	-0.01%
JEF	B	-0.01%
HAS	B	-0.01%
L	D	-0.01%
ESS	C	-0.01%
DG	D	-0.01%
FE	C	-0.01%
EE	C	-0.01%
FMC	C	-0.01%
AVB	B	-0.01%
CL	B	-0.01%
CINF	D	-0.01%
UNM	B	-0.01%
PKG	C	-0.01%
PFG	C	-0.01%
SPGI	C	-0.01%
EG	C	-0.01%
SWK	F	-0.01%
VRSK	B	-0.01%
STZ	F	-0.01%
PEG	A	-0.01%
AON	F	-0.01%
WEC	D	-0.01%
ATO	F	-0.01%
AEP	C	-0.01%
AEE	D	-0.01%
ADM	F	-0.01%
ACGL	A	-0.01%
ARE	C	-0.01%
CTS	A	-0.01%
DTE	B	-0.01%
EVRG	C	-0.01%
FIS	C	-0.01%
ETN	B	-0.01%
ALL	D	-0.01%
AWK	C	-0.01%
HIG	B	-0.01%
IFF	C	-0.01%
JCI	B	-0.01%
KMB	C	-0.01%
ES	D	-0.01%
EQR	C	-0.01%
EL	F	-0.01%
KDP	B	-0.01%
HUM	D	-0.01%
MLM	D	-0.01%
OTIS	C	-0.01%
NEE	A	-0.01%
LNC	B	-0.01%
OKE	B	-0.01%
LIN	D	-0.01%
OGS	F	-0.01%
O	D	-0.01%
MCO	B	-0.01%
PPL	B	-0.01%
XEL	D	-0.01%
MOS	D	-0.01%
MAS	D	-0.01%
TRV	D	-0.01%
PNW	C	-0.01%
PLD	F	-0.01%
SJM	F	-0.01%
RSG	D	-0.01%
RPRX	F	-0.01%
SHW	D	-0.01%
TCN	A	-0.01%
TT	B	-0.01%
CMS	B	-0.01%
BKH	C	-0.01%
APD	B	-0.01%
CCI	D	-0.01%
CP	F	-0.01%
TGT	D	-0.01%
GD	A	-0.01%
CNP	B	-0.01%
EMN	A	-0.01%
IPG	D	-0.01%
IP	B	-0.01%
JBLU	F	-0.01%
GWW	D	-0.01%
NI	C	-0.01%
PAA	D	-0.01%
MKL	B	-0.01%
MRO	D	-0.01%
ITW	F	-0.01%
HSY	C	-0.01%
WRB	D	-0.01%
WM	D	-0.01%
WLK	A	-0.01%
LNT	C	-0.01%
KR	D	-0.01%
EQNR	C	-0.01%
EIX	B	-0.01%
ED	C	-0.01%
ECL	B	-0.01%
D	B	-0.01%
CVX	B	-0.01%
GIS	D	-0.01%
KOF	C	-0.01%
NKE	F	-0.01%
MMC	B	-0.01%
NEM	C	-0.01%
NSC	F	-0.01%
WBA	F	-0.01%
MCD	F	-0.01%
ZTS	C	-0.01%
LYB	D	-0.01%
PM	A	-0.01%
PH	D	-0.01%
RJF	C	-0.01%
AMT	C	-0.01%
UPS	F	-0.01%
DVN	D	-0.01%
CSX	D	-0.01%
EXC	D	-0.01%
DOW	B	-0.01%
ETR	C	-0.01%
HES	D	-0.01%
MPC	D	-0.01%
MUFG	C	-0.01%
PEP	C	-0.01%
SBUX	D	-0.01%
SPG	C	-0.01%
SRE	B	-0.01%
PHM	C	-0.01%
PGR	D	-0.01%
MET	C	-0.01%
AIG	B	-0.01%
ET	C	-0.01%
FDX	F	-0.01%
WMB	B	-0.01%
SYY	F	-0.01%
PRU	B	-0.01%
TSN	C	-0.01%
KO	B	-0.01%
EPD	C	-0.01%
MPLX	D	-0.01%
WMT	A	-0.01%
C	B	-0.01%
LOW	F	-0.01%
SO	B	-0.01%
MA	D	-0.01%
UNH	C	-0.01%
CB	C	-0.01%
DUK	B	-0.01%
HCA	C	-0.01%
KMI	B	-0.01%
DIS	D	-0.01%
MO	B	-0.01%
UNP	F	-0.01%
CI	D	-0.01%
COP	D	-0.01%
V	C	-0.01%
AZN	B	-0.01%
XOM	D	-0.01%
VOD	B	-0.01%
JPM	B	-0.01%
TMUS	A	-0.01%
HSBC	B	-0.01%
HD	F	-0.01%
PCG	B	-0.01%
CMCSA	F	-0.01%
CHTR	D	-0.01%
VZ	D	-0.01%
WFC	C	-0.01%
BAC	A	-0.01%
T	B	-0.01%
GS	B	-0.01%
CVS	F	-0.01%