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LRNDNYLI U.S. Large Cap R&D Leaders ETF

Grow my money#687 of 2944 for Grow my money

Seeks investment results that correspond to the price and yield performance of its underlying index.

New York Life Investment Management LLC · Since 2022 (4 years)

Annual Cost

0.14%

#500 out of 5,332 ETFs

Fund Size

$205M

#2116 out of 5,332 ETFs

Dividend Yield

0.60%

Track Record

4 years

#2684 out of 5,332 ETFs

Performance

1 Year

+34.8%

3 Years

+25.1%

5 Years

N/A

What's inside

Asset class
Strategy
index tracking
Cap
large
Focus
General Innovation

Asset allocation

Stocks
99.9%
Preferred
0.1%

Sector breakdown

Technology
56.5%
Communication
15.4%
Healthcare
8.0%
Consumer Cyclical
7.6%
Industrials
6.1%
Consumer Defensive
5.3%
Basic Materials
1.2%

Top holdings

NVIDIA CorpNVDA14.4%
Apple IncAAPL13.3%
Microsoft CorpMSFT10.0%
Alphabet Inc Class AGOOGL8.5%
Broadcom IncAVGO4.8%
Amazon.com IncAMZN4.4%
Eli Lilly and CoLLY4.4%
Meta Platforms Inc Class AMETA4.3%
Philip Morris International IncPM2.1%
PepsiCo IncPEP1.8%

Risk profile

Volatility (1Y)

15.9%

Moderate

Max drawdown

-25.4%

Worst peak-to-trough loss

Sharpe (3Y)

1.17

Excellent risk-adjusted returns

Sortino (3Y)

1.73

Good downside protection

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Data updated on 2026-05-05