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LRND - ETF AI Analysis
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IQ U.S. Large Cap R&D Leaders ETF (LRND)
Rating:72Outperform
Price Target:―
Positive Factors
Exposure to Leading Innovators
The fund’s largest positions are in well-known, research-focused companies in technology, health care, and communication services, giving investors access to major innovation leaders.
Low Expense Ratio
The ETF charges a relatively low management fee, which helps investors keep more of any returns the fund generates over time.
Sector Diversification Beyond Tech
While technology is the biggest slice, the fund also holds meaningful stakes in health care, communication services, consumer, and industrial companies, which helps spread risk across different parts of the economy.
Negative Factors
Heavy Concentration in a Few Stocks
A small group of large positions like Nvidia, Apple, and Microsoft make up a big share of the portfolio, so the fund’s performance is highly sensitive to how these individual stocks do.
Recent Weak Performance
The ETF has shown weak results so far this year and over the past month, reflecting recent softness in several of its biggest holdings.
High U.S. and Technology Exposure
With almost all assets in U.S. companies and more than half in the technology sector, the fund is vulnerable to downturns in the U.S. market and in tech-related stocks.
LRND vs. SPDR S&P 500 ETF (SPY)
AUM114.01M
RegionNorth America
Expense Ratio0.14%
Beta1.10
IssuerNew York Life Investments
Inception DateFeb 08, 2022
Dividend Yield0.67%
Asset ClassEquity
Index TrackedNYLI U.S. Large Cap R&D Leaders Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,575
30 Day Avg. Volume68,334
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
50.29Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering107
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LRND Summary
LRND is the IQ U.S. Large Cap R&D Leaders ETF, which tracks the NYLI U.S. Large Cap R&D Leaders Index. It focuses on big U.S. companies that spend heavily on research and development, aiming to back businesses driving future innovation. The fund is heavily tilted toward technology and communication stocks and holds well-known names like Nvidia, Apple, Microsoft, and Alphabet. Someone might invest in LRND for growth potential and diversified exposure to leading innovators across several industries. A key risk is that it is heavily exposed to tech and can go up and down sharply with the stock market.
How much will it cost me?The IQ U.S. Large Cap R&D Leaders ETF (Ticker: LRND) has an expense ratio of 0.14%, meaning you’ll pay $1.40 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index rather than relying on active stock-picking strategies.
What would affect this ETF?The LRND ETF, heavily focused on technology and innovation-driven sectors, could benefit from continued advancements in AI, cloud computing, and healthcare innovation, especially given its top holdings like Nvidia, Apple, and Microsoft. However, it may face challenges if interest rates rise, as growth-focused companies often rely on borrowing for expansion, or if regulatory pressures increase in the tech and healthcare industries. Economic conditions in the U.S., where the ETF is geographically concentrated, will also play a significant role in its performance.
LRND Top 10 Holdings
LRND is essentially an innovation-heavy U.S. bet, with Big Tech and AI doing most of the heavy lifting. Nvidia sits near the top and, despite some recent wobbling, still acts as a long-term growth engine. Alphabet and Amazon have been rising, helping offset weakness from Apple and Microsoft, which have been losing steam lately. Meta is also lagging, adding to the tech headwinds. Health care names like Eli Lilly and Johnson & Johnson are steadier contributors, but the story here is clear: this fund lives and dies by U.S. mega-cap tech and AI leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.44% | $16.62M | $4.51T | 42.28% | 76 Outperform | |
| Apple | 13.29% | $15.30M | $4.08T | 20.63% | 79 Outperform | |
| Microsoft | 10.28% | $11.84M | $2.98T | 0.33% | 79 Outperform | |
| Alphabet Class A | 8.82% | $10.15M | $3.91T | 73.93% | 85 Outperform | |
| Broadcom | 4.93% | $5.67M | $1.58T | 46.33% | 76 Outperform | |
| Meta Platforms | 4.69% | $5.40M | $1.67T | -5.60% | 76 Outperform | |
| Eli Lilly & Co | 4.57% | $5.27M | $1.00T | 20.23% | 72 Outperform | |
| Amazon | 4.07% | $4.69M | $2.25T | -10.47% | 71 Outperform | |
| Philip Morris | 2.15% | $2.48M | $284.57B | 24.06% | 61 Neutral | |
| PepsiCo | 1.73% | $1.99M | $233.00B | 15.32% | 78 Outperform |
LRND Technical Analysis
Positive
―
Price Trends
40.68
Negative
40.40
Positive
38.03
Positive
Market Momentum
-0.17
Positive
49.79
Neutral
35.68
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LRND, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 40.46, equal to the 50-day MA of 40.68, and equal to the 200-day MA of 38.03, indicating a neutral trend. The MACD of -0.17 indicates Positive momentum. The RSI at 49.79 is Neutral, neither overbought nor oversold. The STOCH value of 35.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LRND.
LRND Peer Comparison
Comparison Results
Performance Comparison
LRND
IQ U.S. Large Cap R&D Leaders ETF
40.44
5.50
15.74%
EFIV
SPDR S&P 500 ESG ETF
―
―
―
VOTE
Engine No. 1 Transform 500 ETF
―
―
―
NBCR
Neuberger Berman Core Equity ETF
―
―
―
QQQJ
Invesco NASDAQ Next Gen 100 ETF
―
―
―
ONEY
SPDR Russell 1000 Yield Focus ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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