HART vs. PJP ETF Comparison

Comparison of IQ Healthy Hearts ETF (HART) to PowerShares Dynamic Pharmaceuticals (PJP)
HART

IQ Healthy Hearts ETF

HART Description

The investment seeks investment results that correspond (before fees and expenses) generally to the price and yield performance of its underlying index, the IQ Candriam Healthy Hearts Index. The fund employs a passive management - or indexing - investment approach designed to track the performance of the index, which was developed by IndexIQ LLC with Candriam Belgium S.A. acting as index consultant to IndexIQ. The index includes securities of large-, mid- and small-capitalization companies that trade in the U.S. and foreign markets, including emerging markets other than China, Egypt, India, Kuwait, Pakistan, Qatar, Saudi Arabia and United Arab Emirates.

Grade (RS Rating)

Last Trade

$30.12

Average Daily Volume

544

Number of Holdings *

45

* may have additional holdings in another (foreign) market
PJP

PowerShares Dynamic Pharmaceuticals

PJP Description The PowerShares Dynamic Pharmaceuticals Portfolio (Fund) is based on the Dynamic Pharmaceutical IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 30 US pharmaceuticals companies. These are companies that are principally engaged in the research, development, manufacture, sale or distribution of pharmaceuticals and drugs of all types. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.

Grade (RS Rating)

Last Trade

$79.69

Average Daily Volume

24,516

Number of Holdings *

22

* may have additional holdings in another (foreign) market
Performance
Period HART PJP
30 Days 2.43% 2.43%
60 Days 0.97% 1.95%
90 Days 2.95% 4.60%
12 Months 6.47% 6.30%
5 Overlapping Holdings
Symbol Grade Weight in HART Weight in PJP Overlap
ABT F 4.61% 5.44% 4.61%
JNJ F 4.68% 5.5% 4.68%
LLY C 4.86% 5.77% 4.86%
PFE D 4.69% 5.5% 4.69%
UTHR B 0.53% 4.08% 0.53%
HART Overweight 40 Positions Relative to PJP
Symbol Grade Weight
GOOGL B 5.59%
NVS B 4.88%
UNH C 4.83%
AAPL B 4.8%
ELV A 3.45%
NKE D 3.02%
BSX B 2.91%
MDT D 2.88%
BMY F 2.47%
HCA D 1.67%
EW D 1.43%
GIS C 1.1%
CNC C 1.09%
SWAV A 0.65%
DKS C 0.61%
GRMN A 0.6%
EHC A 0.57%
MODG B 0.56%
DECK D 0.56%
MOH D 0.55%
THC A 0.54%
PNR C 0.53%
K B 0.53%
ONON D 0.51%
LIVN B 0.5%
YETI F 0.49%
POOL F 0.49%
SEM A 0.49%
PLNT D 0.48%
MMSI B 0.47%
ACHC F 0.45%
MTN F 0.44%
PEN F 0.44%
CYTK D 0.43%
RYTM D 0.43%
VFC F 0.41%
UAA F 0.41%
PTON D 0.36%
ATRC F 0.35%
NARI F 0.34%
HART Underweight 17 Positions Relative to PJP
Symbol Grade Weight
GERN B -7.79%
MRK B -6.04%
AMGN B -5.77%
REGN C -5.57%
ABBV D -5.44%
ANIP D -4.12%
SUPN D -4.0%
PBH D -3.83%
CORT D -3.8%
PRGO C -3.73%
BIIB C -3.61%
INVA B -3.61%
LGND C -3.57%
GILD F -3.36%
JAZZ D -3.23%
PCRX D -3.2%
AMPH F -2.94%
Compare ETFs