HART vs. BGIG ETF Comparison

Comparison of IQ Healthy Hearts ETF (HART) to Bahl & Gaynor Income Growth ETF (BGIG)
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

$31.66

Average Daily Volume

878

Number of Holdings *

47

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

Bahl & Gaynor Income Growth ETF

BGIG Description The fund is an actively managed exchange-traded fund ("ETF") that invests primarily in dividend-paying U.S.-listed equity securities of large capitalization companies, predominately those with a market capitalization greater than $7 billion.

Grade (RS Rating)

Last Trade

$30.42

Average Daily Volume

8,371

Number of Holdings *

48

* may have additional holdings in another (foreign) market
Performance
Period HART BGIG
30 Days -0.95% 1.27%
60 Days -4.21% 1.73%
90 Days -4.67% 3.69%
12 Months 14.45% 26.95%
2 Overlapping Holdings
Symbol Grade Weight in HART Weight in BGIG Overlap
JNJ D 4.99% 0.6% 0.6%
LLY F 4.24% 4.48% 4.24%
HART Overweight 45 Positions Relative to BGIG
Symbol Grade Weight
GOOGL C 5.82%
ABT B 5.53%
UNH B 5.5%
AAPL B 5.4%
PFE D 4.65%
NVS F 4.61%
BSX C 3.48%
BMY B 3.09%
MDT D 2.84%
ELV F 2.42%
NKE F 2.28%
HCA F 1.63%
EW C 1.08%
PTON B 0.97%
GIS D 0.93%
GRMN A 0.84%
CNC F 0.81%
ATRC B 0.74%
DECK A 0.7%
RYTM C 0.68%
PLNT B 0.65%
PEN C 0.64%
UAA C 0.64%
PNR B 0.63%
ONON B 0.62%
NARI C 0.61%
K A 0.61%
MMSI B 0.58%
SEM B 0.57%
HAYW B 0.57%
EHC B 0.57%
POOL C 0.56%
IRTC C 0.56%
VFC C 0.55%
UTHR C 0.54%
COLM A 0.53%
LIVN F 0.53%
MTN C 0.52%
THC D 0.49%
BEAM C 0.49%
CYTK F 0.47%
MOH F 0.46%
MODG F 0.44%
DKS C 0.44%
ACHC F 0.26%
HART Underweight 46 Positions Relative to BGIG
Symbol Grade Weight
AVGO D -6.42%
ABBV D -3.8%
WMB B -3.72%
MDLZ F -3.46%
MRK F -3.45%
PG A -3.26%
PEP F -3.25%
PNC A -3.2%
TRV B -3.12%
NEE D -3.03%
MCD D -2.94%
HD A -2.93%
ETN A -2.9%
MMC A -2.88%
SRE A -2.64%
CVX B -2.62%
JPM B -2.52%
ADP B -2.49%
TXN D -2.47%
MSFT D -2.15%
APD A -2.01%
LMT D -1.96%
O D -1.87%
PSX C -1.82%
PAYX B -1.69%
DELL C -1.52%
GLW B -1.5%
PPL B -1.43%
ITW A -1.4%
XOM C -1.35%
KDP D -1.31%
OKE C -1.28%
CME A -1.2%
QCOM F -1.17%
KMI B -1.09%
SBUX B -1.07%
WEC A -1.06%
PLD D -1.0%
HPQ B -0.97%
GD F -0.83%
RTX D -0.8%
FAST B -0.72%
NXPI D -0.64%
CSCO A -0.6%
USB A -0.53%
UPS C -0.51%
Compare ETFs