HART vs. ACWV ETF Comparison
Comparison of IQ Healthy Hearts ETF (HART) to iShares MSCI All Country World Minimum Volatility Index Fund (ACWV)
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
$31.37
Average Daily Volume
847
Number of Holdings
*
47
* may have additional holdings in another (foreign) market
ACWV
iShares MSCI All Country World Minimum Volatility Index Fund
ACWV Description
The investment seeks to track the investment results of an index composed of developed and emerging market equities that, in the aggregate, have lower volatility characteristics relative to the broader developed and emerging equity markets. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. It seeks to track the underlying index, which has been developed by MSCI Inc. ("MSCI") to measure the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility. The fund is non-diversified.Grade (RS Rating)
Last Trade
$113.95
Average Daily Volume
117,990
Number of Holdings
*
139
* may have additional holdings in another (foreign) market
Performance
| Period | HART | ACWV |
|---|---|---|
| 30 Days | -2.58% | 0.32% |
| 60 Days | -4.83% | -0.25% |
| 90 Days | -5.44% | 1.23% |
| 12 Months | 13.94% | 18.77% |
10 Overlapping Holdings
HART Overweight 37 Positions Relative to ACWV
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | C | 5.73% | |
| AAPL | C | 5.32% | |
| PFE | D | 4.79% | |
| NVS | D | 4.63% | |
| BSX | B | 3.33% | |
| MDT | D | 2.86% | |
| NKE | D | 2.33% | |
| HCA | F | 1.67% | |
| EW | C | 1.02% | |
| PTON | B | 0.91% | |
| GRMN | B | 0.85% | |
| CNC | D | 0.79% | |
| ATRC | C | 0.72% | |
| DECK | A | 0.69% | |
| UAA | C | 0.68% | |
| RYTM | C | 0.67% | |
| IRTC | D | 0.63% | |
| PLNT | A | 0.63% | |
| PNR | A | 0.63% | |
| PEN | B | 0.62% | |
| NARI | C | 0.61% | |
| ONON | A | 0.6% | |
| VFC | C | 0.59% | |
| EHC | B | 0.58% | |
| MMSI | B | 0.56% | |
| COLM | B | 0.56% | |
| HAYW | B | 0.56% | |
| SEM | B | 0.55% | |
| LIVN | F | 0.55% | |
| POOL | C | 0.54% | |
| MTN | C | 0.52% | |
| THC | D | 0.52% | |
| BEAM | D | 0.52% | |
| CYTK | F | 0.51% | |
| DKS | C | 0.45% | |
| MODG | F | 0.44% | |
| ACHC | F | 0.26% |
HART Underweight 129 Positions Relative to ACWV
| Symbol | Grade | Weight | |
|---|---|---|---|
| TMUS | B | -2.03% | |
| MSI | B | -1.88% | |
| WMT | A | -1.82% | |
| CSCO | B | -1.57% | |
| WM | A | -1.5% | |
| MCK | B | -1.42% | |
| ROP | B | -1.36% | |
| RSG | A | -1.19% | |
| VRTX | F | -1.13% | |
| PEP | F | -1.08% | |
| MRK | F | -1.06% | |
| COR | B | -1.05% | |
| MCD | D | -1.02% | |
| BRK.A | B | -0.91% | |
| CB | C | -0.88% | |
| MMC | B | -0.88% | |
| PGR | A | -0.84% | |
| ED | D | -0.84% | |
| KR | B | -0.83% | |
| PG | A | -0.82% | |
| DUK | C | -0.81% | |
| SO | D | -0.8% | |
| NOC | D | -0.77% | |
| AZO | C | -0.77% | |
| VZ | C | -0.76% | |
| MSFT | F | -0.76% | |
| IBM | C | -0.73% | |
| WEC | A | -0.68% | |
| GDDY | A | -0.64% | |
| EA | A | -0.63% | |
| ORLY | B | -0.62% | |
| REGN | F | -0.61% | |
| V | A | -0.59% | |
| ACGL | D | -0.57% | |
| CBOE | B | -0.54% | |
| APH | A | -0.54% | |
| ORCL | B | -0.54% | |
| ABBV | D | -0.49% | |
| GILD | C | -0.48% | |
| FI | A | -0.48% | |
| CHD | B | -0.46% | |
| HSY | F | -0.44% | |
| MKL | A | -0.43% | |
| WRB | A | -0.41% | |
| KEYS | A | -0.41% | |
| L | A | -0.4% | |
| WCN | A | -0.39% | |
| INCY | C | -0.38% | |
| CHT | D | -0.37% | |
| TJX | A | -0.37% | |
| BAH | F | -0.37% | |
| KDP | D | -0.36% | |
| FFIV | B | -0.36% | |
| CL | D | -0.35% | |
| VRSN | F | -0.35% | |
| AON | A | -0.35% | |
| AMGN | D | -0.34% | |
| KHC | F | -0.33% | |
| AJG | B | -0.33% | |
| TRV | B | -0.32% | |
| TSN | B | -0.32% | |
| JNPR | F | -0.32% | |
| NBIX | C | -0.31% | |
| HUM | C | -0.31% | |
| BRO | B | -0.3% | |
| GEN | B | -0.3% | |
| KMB | D | -0.3% | |
| AKAM | D | -0.27% | |
| SJM | D | -0.27% | |
| T | A | -0.26% | |
| ACN | C | -0.26% | |
| ERIE | D | -0.26% | |
| MDLZ | F | -0.25% | |
| CF | B | -0.25% | |
| CI | F | -0.24% | |
| YUM | B | -0.24% | |
| FCNCA | A | -0.23% | |
| LMT | D | -0.23% | |
| CME | A | -0.23% | |
| HRL | D | -0.23% | |
| FWONK | B | -0.22% | |
| PTC | A | -0.22% | |
| BDX | F | -0.22% | |
| CPB | D | -0.22% | |
| CTSH | B | -0.21% | |
| ROL | B | -0.21% | |
| MFG | B | -0.21% | |
| JKHY | D | -0.2% | |
| MA | C | -0.19% | |
| BMRN | D | -0.19% | |
| DPZ | C | -0.19% | |
| CAH | B | -0.18% | |
| GD | F | -0.18% | |
| LNG | B | -0.16% | |
| ULTA | F | -0.16% | |
| CMS | C | -0.16% | |
| MPC | D | -0.15% | |
| DGX | A | -0.15% | |
| AIZ | A | -0.13% | |
| WIT | A | -0.12% | |
| CTVA | C | -0.12% | |
| FICO | B | -0.12% | |
| MNST | C | -0.12% | |
| AZPN | A | -0.11% | |
| TDY | B | -0.11% | |
| AEE | A | -0.11% | |
| XEL | A | -0.11% | |
| EG | C | -0.1% | |
| WTW | B | -0.1% | |
| XOM | B | -0.1% | |
| WDAY | B | -0.1% | |
| PCG | A | -0.1% | |
| TPL | A | -0.1% | |
| NEM | D | -0.09% | |
| TRGP | B | -0.08% | |
| AEP | D | -0.07% | |
| IT | C | -0.07% | |
| KNX | B | -0.06% | |
| ANET | C | -0.06% | |
| DINO | D | -0.06% | |
| FANG | D | -0.06% | |
| CHRW | C | -0.06% | |
| CAG | D | -0.05% | |
| GPC | D | -0.05% | |
| HOLX | D | -0.05% | |
| ACI | C | -0.05% | |
| KO | D | -0.05% | |
| HSIC | B | -0.05% | |
| HKD | F | -0.0% |
HART: Top Represented Industries & Keywords
Industries:
Medical Devices
Drug Manufacturers - Major
Medical Care
Biotechnology
Health Care Plans
Leisure
Apparel Manufacturing
Medical Instruments & Supplies
Footwear & Accessories
Packaged Foods
Apparel Retail
Consumer Electronics
Diversified Industrials
Electrical Equipment & Parts
Internet Content & Information
Resorts & Casinos
Scientific & Technical Instruments
Specialty Retail
ACWV: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Drug Manufacturers - Major
Packaged Foods
Biotechnology
Insurance - Property & Casualty
Insurance Brokers
Software - Application
Health Care Plans
Information Technology Services
Beverages - Soft Drinks
Business Services
Household & Personal Products
Medical Distribution
Software - Infrastructure
Specialty Retail
Telecom Services
Aerospace & Defense
Communication Equipment
Insurance - Diversified
Restaurants
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