HART vs. DUHP ETF Comparison

Comparison of IQ Healthy Hearts ETF (HART) to Dimensional US High Profitability ETF (DUHP)
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
DUHP

Dimensional US High Profitability ETF

DUHP Description Dimensional US High Profitability ETF is an exchange traded fund launched and managed by Dimensional Fund Advisors L.P. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across all market capitalizations. Dimensional US High Profitability ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$35.18

Average Daily Volume

631,730

Number of Holdings *

162

* may have additional holdings in another (foreign) market
Performance
Period HART DUHP
30 Days -2.58% 2.33%
60 Days -4.83% 3.90%
90 Days -5.44% 5.61%
12 Months 13.94% 31.44%
10 Overlapping Holdings
Symbol Grade Weight in HART Weight in DUHP Overlap
AAPL C 5.4% 5.4% 5.4%
BMY B 3.09% 0.92% 0.92%
DECK A 0.7% 0.03% 0.03%
DKS C 0.44% 0.09% 0.09%
HCA F 1.63% 0.05% 0.05%
JNJ D 4.99% 2.46% 2.46%
K A 0.61% 0.25% 0.25%
LLY F 4.24% 3.81% 3.81%
NKE D 2.28% 0.51% 0.51%
POOL C 0.56% 0.07% 0.07%
HART Overweight 37 Positions Relative to DUHP
Symbol Grade Weight
GOOGL C 5.82%
ABT B 5.53%
UNH C 5.5%
PFE D 4.65%
NVS D 4.61%
BSX B 3.48%
MDT D 2.84%
ELV F 2.42%
EW C 1.08%
PTON B 0.97%
GIS D 0.93%
GRMN B 0.84%
CNC D 0.81%
ATRC C 0.74%
RYTM C 0.68%
PLNT A 0.65%
PEN B 0.64%
UAA C 0.64%
PNR A 0.63%
ONON A 0.62%
NARI C 0.61%
MMSI B 0.58%
SEM B 0.57%
HAYW B 0.57%
EHC B 0.57%
IRTC D 0.56%
VFC C 0.55%
UTHR C 0.54%
COLM B 0.53%
LIVN F 0.53%
MTN C 0.52%
THC D 0.49%
BEAM D 0.49%
CYTK F 0.47%
MOH F 0.46%
MODG F 0.44%
ACHC F 0.26%
HART Underweight 152 Positions Relative to DUHP
Symbol Grade Weight
NVDA C -6.26%
MSFT F -4.52%
V A -4.15%
MA C -3.01%
HD A -2.69%
ABBV D -2.44%
COST B -2.38%
ORCL B -2.31%
PEP F -2.0%
CAT B -1.91%
IBM C -1.84%
UNP C -1.55%
TJX A -1.43%
KO D -1.41%
ADBE C -1.35%
ADP B -1.31%
AMP A -1.27%
AMGN D -1.17%
URI B -1.1%
MRK F -1.05%
DE A -1.05%
RCL A -1.01%
KR B -1.0%
HON B -0.97%
LMT D -0.96%
COP C -0.91%
LNG B -0.9%
GILD C -0.84%
AXP A -0.82%
SHW A -0.8%
TSCO D -0.78%
GWW B -0.75%
PAYX C -0.72%
TGT F -0.67%
ROST C -0.67%
ADSK A -0.67%
VST B -0.67%
CTAS B -0.66%
WM A -0.66%
LRCX F -0.63%
KLAC D -0.62%
OXY D -0.62%
APP B -0.6%
CL D -0.59%
UPS C -0.58%
COR B -0.56%
SYY B -0.55%
DAL C -0.55%
KMB D -0.55%
AMAT F -0.55%
ZTS D -0.53%
CDW F -0.52%
HES B -0.51%
TRGP B -0.51%
CMG B -0.5%
IT C -0.5%
ITW B -0.49%
VRT B -0.47%
MCO B -0.46%
BBY D -0.45%
VRSK A -0.44%
IDXX F -0.43%
NXPI D -0.42%
VZ C -0.41%
TXN C -0.39%
CSX B -0.38%
AON A -0.33%
WSM B -0.33%
CPAY A -0.32%
LULU C -0.31%
MCHP D -0.3%
ROK B -0.3%
PG A -0.29%
MSI B -0.28%
JBL B -0.27%
DVN F -0.27%
MPC D -0.27%
UAL A -0.26%
ODFL B -0.25%
FAST B -0.24%
SCI B -0.23%
BR A -0.23%
EOG A -0.23%
EXPE B -0.22%
AVY D -0.22%
CHTR C -0.22%
NTAP C -0.22%
LPLA A -0.21%
WAT B -0.19%
LYB F -0.19%
MTD D -0.18%
DRI B -0.18%
TRV B -0.18%
EQH B -0.17%
ULTA F -0.17%
NVR D -0.16%
XPO B -0.15%
OMC C -0.15%
LOW D -0.15%
CLX B -0.15%
ROL B -0.15%
FTNT C -0.14%
LVS C -0.14%
TT A -0.13%
BURL A -0.13%
ACN C -0.13%
BLDR D -0.13%
BAH F -0.13%
TPL A -0.12%
ALLE D -0.12%
HSY F -0.12%
DVA B -0.12%
NRG B -0.11%
MO A -0.11%
VLO C -0.1%
HAL C -0.1%
GDDY A -0.1%
BKNG A -0.09%
MMM D -0.09%
LII A -0.09%
LECO B -0.08%
WMS D -0.07%
STX D -0.07%
MANH D -0.07%
CAH B -0.07%
BJ A -0.06%
ACI C -0.06%
EXPD D -0.06%
QCOM F -0.06%
LYV A -0.05%
GEN B -0.05%
MEDP D -0.04%
MMC B -0.03%
SCCO F -0.03%
MAR B -0.03%
CTRA B -0.03%
JBHT C -0.03%
KVUE A -0.03%
PFG D -0.02%
WMG C -0.02%
FDS B -0.02%
CF B -0.01%
CVNA B -0.01%
ORLY B -0.01%
LW C -0.01%
SOLV C -0.01%
HOLX D -0.01%
STLD B -0.01%
XOM B -0.0%
DELL C -0.0%
CCK C -0.0%
IQV D -0.0%
Compare ETFs