IWFG vs. HRTS ETF Comparison
Comparison of IQ MacKay Municipal Insured ETF (IWFG) to Tema Cardiovascular and Metabolic ETF (HRTS)
IWFG
IQ MacKay Municipal Insured ETF
IWFG Description
The Fund seek long-term growth of capital by employing a bottom-up investment process while investing in companies that have the potential for above-average future earnings and cash flow growth. IWFG typically invests in a portfolio of 25-35 stocks, allocating 10-60% across each growth type. The fund invests in stocks of companies operating across diversified sectors. It invests in growth stocks of large-cap companies. IQ MacKay Municipal Insured ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$42.53
Average Daily Volume
173
27
HRTS
Tema Cardiovascular and Metabolic ETF
HRTS Description
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in publicly listed companies that derive at least 50% of revenues from products or services related to the treatment of cardiovascular diseases and/or metabolic diseases, as defined by the Centers for Diseases Control and Preventions. The fund advisor generally is expected to consist of more than 15 companies but not more than 100 companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$32.67
Average Daily Volume
23,915
10
Performance
| Period | IWFG | HRTS |
|---|---|---|
| 30 Days | 4.74% | 4.64% |
| 60 Days | 3.60% | -1.09% |
| 90 Days | 7.26% | -0.73% |
| 12 Months | 44.55% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IWFG | Weight in HRTS | Overlap | |
|---|---|---|---|---|---|
| EW | D | 3.14% | 2.88% | 2.88% |
IWFG Overweight 26 Positions Relative to HRTS
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | C | 9.94% | |
| AMZN | A | 8.05% | |
| NVDA | B | 8.01% | |
| GOOG | B | 4.57% | |
| AVGO | C | 4.18% | |
| META | D | 4.01% | |
| AAPL | B | 3.8% | |
| UNH | C | 3.75% | |
| ISRG | D | 3.72% | |
| MA | D | 3.47% | |
| LIN | D | 3.29% | |
| PH | B | 3.29% | |
| TT | A | 3.29% | |
| NFLX | C | 3.23% | |
| ORLY | D | 3.12% | |
| ADI | A | 2.92% | |
| COST | B | 2.86% | |
| INTU | D | 2.58% | |
| CMG | A | 2.46% | |
| NOW | D | 2.39% | |
| BKNG | B | 2.36% | |
| KKR | C | 2.35% | |
| ASML | D | 2.31% | |
| SNPS | D | 2.27% | |
| HLT | D | 2.13% | |
| WDAY | F | 2.0% |
IWFG: Top Represented Industries & Keywords
HRTS: Top Represented Industries & Keywords
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