HART vs. CWS ETF Comparison
Comparison of IQ Healthy Hearts ETF (HART) to AdvisorShares Focused Equity ETF (CWS)
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
$29.63
Average Daily Volume
451
45
CWS
AdvisorShares Focused Equity ETF
CWS Description
The AdvisorShares Focused Equity ETF seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes.Grade (RS Rating)
Last Trade
$60.67
Average Daily Volume
13,554
23
Performance
| Period | HART | CWS |
|---|---|---|
| 30 Days | 0.40% | -2.97% |
| 60 Days | -0.05% | -1.93% |
| 90 Days | 2.43% | -0.18% |
| 12 Months | 5.24% | 19.61% |
1 Overlapping Holdings
| Symbol | Grade | Weight in HART | Weight in CWS | Overlap | |
|---|---|---|---|---|---|
| ABT | D | 4.61% | 3.8% | 3.8% |
HART Overweight 44 Positions Relative to CWS
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | A | 5.59% | |
| NVS | B | 4.88% | |
| LLY | B | 4.86% | |
| UNH | B | 4.83% | |
| AAPL | F | 4.8% | |
| PFE | C | 4.69% | |
| JNJ | D | 4.68% | |
| ELV | A | 3.45% | |
| NKE | F | 3.02% | |
| BSX | A | 2.91% | |
| MDT | C | 2.88% | |
| BMY | F | 2.47% | |
| HCA | C | 1.67% | |
| EW | D | 1.43% | |
| GIS | B | 1.1% | |
| CNC | D | 1.09% | |
| SWAV | A | 0.65% | |
| DKS | B | 0.61% | |
| GRMN | A | 0.6% | |
| EHC | A | 0.57% | |
| MODG | B | 0.56% | |
| DECK | D | 0.56% | |
| MOH | F | 0.55% | |
| THC | A | 0.54% | |
| PNR | C | 0.53% | |
| K | B | 0.53% | |
| UTHR | A | 0.53% | |
| ONON | D | 0.51% | |
| LIVN | A | 0.5% | |
| YETI | F | 0.49% | |
| POOL | D | 0.49% | |
| SEM | C | 0.49% | |
| PLNT | F | 0.48% | |
| MMSI | B | 0.47% | |
| ACHC | D | 0.45% | |
| MTN | F | 0.44% | |
| PEN | D | 0.44% | |
| CYTK | D | 0.43% | |
| RYTM | B | 0.43% | |
| VFC | F | 0.41% | |
| UAA | F | 0.41% | |
| PTON | F | 0.36% | |
| ATRC | F | 0.35% | |
| NARI | D | 0.34% |
HART Underweight 22 Positions Relative to CWS
| Symbol | Grade | Weight | |
|---|---|---|---|
| MLR | B | -4.55% | |
| APH | A | -4.42% | |
| HEI | A | -4.41% | |
| SYK | D | -4.31% | |
| OTIS | D | -4.18% | |
| TMO | B | -4.16% | |
| AFL | A | -4.0% | |
| ICE | C | -4.0% | |
| SLGN | B | -3.97% | |
| SAIC | C | -3.94% | |
| HSY | C | -3.93% | |
| FICO | D | -3.92% | |
| INTU | C | -3.9% | |
| CE | D | -3.87% | |
| AGM | A | -3.82% | |
| MCO | C | -3.78% | |
| ROL | B | -3.77% | |
| BR | C | -3.72% | |
| AWK | B | -3.53% | |
| PII | F | -3.52% | |
| MGRC | D | -3.47% | |
| FDS | D | -3.44% |
HART: Top Represented Industries & Keywords
CWS: Top Represented Industries & Keywords
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