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Upturn AI SWOT - About
IQ U.S. Large Cap R&D Leaders ETF (LRND)
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Upturn Advisory Summary
08/29/2025: LRND (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 46.26% | Avg. Invested days 74 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.03 | 52 Weeks Range 28.22 - 36.04 | Updated Date 06/29/2025 |
52 Weeks Range 28.22 - 36.04 | Updated Date 06/29/2025 |
Upturn AI SWOT
IQ U.S. Large Cap R&D Leaders ETF
ETF Overview
Overview
The IQ U.S. Large Cap R&D Leaders ETF (LRND) seeks to track the performance of an index composed of U.S. large-capitalization companies that demonstrate a commitment to research and development (R&D). It focuses on companies exhibiting strong R&D spending relative to their industry peers.
Reputation and Reliability
IndexIQ is known for its innovative ETF products and alternative investment strategies. It has a solid reputation for offering well-structured ETFs.
Management Expertise
IndexIQ's management team has extensive experience in investment management and product development, particularly in the area of rules-based and thematic ETFs.
Investment Objective
Goal
To track the performance of U.S. large-cap companies that demonstrate a commitment to research and development.
Investment Approach and Strategy
Strategy: The ETF tracks a proprietary index of U.S. large-cap companies selected and weighted based on their R&D spending and other financial metrics.
Composition The ETF primarily holds stocks of U.S. large-cap companies. It is typically concentrated in sectors such as technology, healthcare, and industrials, which tend to have higher R&D expenditures.
Market Position
Market Share: LRND's market share within the innovation-focused large-cap ETF segment is moderate.
Total Net Assets (AUM): 142800000
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- SPDR S&P Biotech ETF (XBI)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The competitive landscape is diverse, with many ETFs offering exposure to innovation and growth. LRND distinguishes itself by focusing specifically on R&D spending. Advantages include its targeted approach to capturing innovation-driven growth. Disadvantages include potentially higher volatility and sector concentration.
Financial Performance
Historical Performance: Historical performance data requires accessing current market data sources to provide accurate figures.
Benchmark Comparison: Benchmark comparison necessitates accessing current data to evaluate the ETF's performance against its target index.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, with an average trading volume that allows for relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread is typically reasonable, reflecting the ETF's liquidity and providing a fair cost of trading.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth, and market conditions influencing R&D spending impact LRND's performance. Strong economic growth and investor appetite for innovation typically benefit the ETF.
Growth Trajectory
The growth trajectory is tied to the performance of R&D-focused companies, with the portfolio being rebalanced regularly to ensure exposure to the top R&D spenders.
Moat and Competitive Advantages
Competitive Edge
LRND's competitive advantage lies in its unique methodology, which focuses on companies with high R&D spending. This strategy provides targeted exposure to innovation-driven growth and differentiates it from broader market ETFs. The ETF's objective rules-based approach offers transparency. This strategy provides investors with a focused investment strategy.
Risk Analysis
Volatility
The ETF's volatility is influenced by the performance of the technology and healthcare sectors. The ETF is potentially more volatile than a broad market ETF.
Market Risk
Market risk includes fluctuations in the stock market, sector-specific risks related to technology and healthcare, and potential changes in investor sentiment towards R&D spending.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to innovation-driven growth, has a long-term investment horizon, and is comfortable with moderate to high volatility.
Market Risk
The ETF is best suited for long-term investors who believe in the importance of R&D for future growth and are willing to tolerate some volatility.
Summary
The IQ U.S. Large Cap R&D Leaders ETF offers targeted exposure to U.S. large-cap companies committed to R&D. Its unique approach makes it attractive to investors seeking innovation-driven growth, though it comes with inherent market and sector-specific risks. The fund's performance is tied to R&D spending trends and the overall health of the technology and healthcare sectors. Investors should consider their risk tolerance and investment goals before investing. Its expense ratio is relatively low.
Peer Comparison
Sources and Disclaimers
Data Sources:
- IndexIQ Website
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About IQ U.S. Large Cap R&D Leaders ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index seeks to provide exposure to innovative companies by investing in the equities of U.S. large cap companies that have high research and development ("R&D") spending. The fund invests, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the investments included in its underlying index. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.