EWL vs. HART ETF Comparison
Comparison of iShares MSCI Switzerland Capped Index Fund (EWL) to IQ Healthy Hearts ETF (HART)
EWL
iShares MSCI Switzerland Capped Index Fund
EWL Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI Switzerland 25/50 Index. The fund will at all times invest at least 80% of its assets in the securities of its underlying index and in depositary receipts ("DRs") representing securities in its underlying index. The MSCI Switzerland 25/50 Index consists of stocks traded primarily on the Zurich Stock Exchange. A capping methodology is applied that limits the weight of any single component to a maximum of 25% of the MSCI Switzerland 25/50 Index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$48.63
Average Daily Volume
733,080
3
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
$30.81
Average Daily Volume
513
45
Performance
| Period | EWL | HART |
|---|---|---|
| 30 Days | 5.79% | 6.44% |
| 60 Days | -0.10% | 3.69% |
| 90 Days | 4.15% | 4.83% |
| 12 Months | 1.46% | 8.82% |
1 Overlapping Holdings
| Symbol | Grade | Weight in EWL | Weight in HART | Overlap | |
|---|---|---|---|---|---|
| NVS | B | 12.58% | 4.71% | 4.71% |
EWL Underweight 44 Positions Relative to HART
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | B | -5.88% | |
| PFE | C | -5.11% | |
| LLY | C | -5.02% | |
| AAPL | B | -5.01% | |
| UNH | B | -4.72% | |
| JNJ | D | -4.62% | |
| ABT | F | -4.45% | |
| ELV | B | -3.3% | |
| NKE | F | -2.93% | |
| MDT | C | -2.9% | |
| BSX | B | -2.81% | |
| BMY | F | -2.37% | |
| HCA | D | -1.6% | |
| EW | D | -1.35% | |
| CNC | B | -1.06% | |
| GIS | C | -1.04% | |
| GRMN | A | -0.68% | |
| THC | A | -0.66% | |
| SWAV | A | -0.64% | |
| DKS | D | -0.6% | |
| DECK | C | -0.59% | |
| UTHR | A | -0.58% | |
| SEM | A | -0.57% | |
| MODG | D | -0.57% | |
| EHC | A | -0.56% | |
| LIVN | C | -0.55% | |
| PNR | B | -0.54% | |
| ONON | C | -0.53% | |
| K | B | -0.53% | |
| MOH | D | -0.52% | |
| MMSI | B | -0.5% | |
| RYTM | D | -0.49% | |
| PLNT | C | -0.48% | |
| POOL | D | -0.48% | |
| YETI | D | -0.47% | |
| PEN | F | -0.45% | |
| CYTK | D | -0.42% | |
| MTN | D | -0.42% | |
| PTON | D | -0.41% | |
| UAA | F | -0.4% | |
| VFC | F | -0.4% | |
| ACHC | F | -0.4% | |
| NARI | D | -0.37% | |
| ATRC | F | -0.33% |
EWL: Top Represented Industries & Keywords
HART: Top Represented Industries & Keywords
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