HART vs. EPS ETF Comparison
Comparison of IQ Healthy Hearts ETF (HART) to WisdomTree Earnings 500 Fund (EPS)
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
$31.93
Average Daily Volume
548
Number of Holdings
*
47
* may have additional holdings in another (foreign) market
EPS
WisdomTree Earnings 500 Fund
EPS Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Earning 500 Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the large-capitalization segment of the U.S. Stock Market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$60.51
Average Daily Volume
39,135
Number of Holdings
*
495
* may have additional holdings in another (foreign) market
Performance
| Period | HART | EPS |
|---|---|---|
| 30 Days | -2.09% | 0.63% |
| 60 Days | -1.98% | 7.14% |
| 90 Days | 3.94% | 11.29% |
| 12 Months | 19.67% | 33.13% |
19 Overlapping Holdings
| Symbol | Grade | Weight in HART | Weight in EPS | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 5.33% | 5.33% | 5.33% | |
| ABT | B | 5.23% | 0.33% | 0.33% | |
| BMY | A | 2.71% | 0.66% | 0.66% | |
| BSX | B | 3.15% | 0.16% | 0.16% | |
| CNC | D | 0.8% | 0.12% | 0.12% | |
| DECK | B | 0.65% | 0.03% | 0.03% | |
| ELV | F | 2.41% | 0.26% | 0.26% | |
| EW | D | 1.05% | 0.04% | 0.04% | |
| GIS | D | 0.96% | 0.1% | 0.1% | |
| GOOGL | B | 5.42% | 5.0% | 5.0% | |
| HCA | D | 1.7% | 0.27% | 0.27% | |
| JNJ | D | 5.04% | 1.09% | 1.09% | |
| K | A | 0.59% | 0.07% | 0.07% | |
| LLY | F | 4.91% | 0.54% | 0.54% | |
| MOH | D | 0.48% | 0.03% | 0.03% | |
| NKE | F | 2.36% | 0.13% | 0.13% | |
| POOL | B | 0.54% | 0.02% | 0.02% | |
| UNH | D | 4.97% | 0.94% | 0.94% | |
| UTHR | A | 0.51% | 0.04% | 0.04% |
HART Overweight 28 Positions Relative to EPS
| Symbol | Grade | Weight | |
|---|---|---|---|
| PFE | D | 5.12% | |
| NVS | D | 4.78% | |
| MDT | B | 2.94% | |
| PTON | B | 0.76% | |
| GRMN | A | 0.66% | |
| VFC | B | 0.62% | |
| ATRC | B | 0.59% | |
| UAA | B | 0.59% | |
| NARI | B | 0.59% | |
| PNR | A | 0.58% | |
| IRTC | C | 0.57% | |
| EHC | A | 0.56% | |
| RYTM | A | 0.55% | |
| LIVN | D | 0.55% | |
| HAYW | B | 0.55% | |
| ONON | D | 0.55% | |
| PEN | B | 0.54% | |
| PLNT | D | 0.52% | |
| MMSI | B | 0.52% | |
| MODG | F | 0.51% | |
| THC | C | 0.51% | |
| MTN | F | 0.49% | |
| COLM | C | 0.49% | |
| SEM | C | 0.48% | |
| CYTK | F | 0.47% | |
| DKS | F | 0.45% | |
| BEAM | F | 0.43% | |
| ACHC | F | 0.33% |
HART Underweight 476 Positions Relative to EPS
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | D | -5.15% | |
| META | B | -3.91% | |
| NVDA | B | -3.52% | |
| AMZN | A | -3.27% | |
| JPM | B | -2.78% | |
| XOM | B | -2.18% | |
| BRK.A | D | -1.8% | |
| BAC | B | -1.57% | |
| AVGO | B | -1.38% | |
| ABBV | B | -1.18% | |
| CVX | B | -1.11% | |
| WMT | A | -1.1% | |
| WFC | B | -1.0% | |
| ORCL | B | -0.92% | |
| T | B | -0.91% | |
| VZ | D | -0.87% | |
| V | A | -0.83% | |
| CSCO | A | -0.82% | |
| HD | B | -0.75% | |
| CMCSA | B | -0.69% | |
| PG | D | -0.68% | |
| C | B | -0.66% | |
| CAT | B | -0.59% | |
| TSLA | B | -0.56% | |
| MA | B | -0.54% | |
| MS | B | -0.54% | |
| PM | A | -0.52% | |
| QCOM | F | -0.52% | |
| KO | D | -0.5% | |
| AXP | B | -0.49% | |
| IBM | D | -0.48% | |
| GS | B | -0.45% | |
| DE | C | -0.44% | |
| AMGN | D | -0.44% | |
| TMUS | B | -0.43% | |
| MO | A | -0.43% | |
| COP | D | -0.42% | |
| NFLX | A | -0.42% | |
| RTX | C | -0.41% | |
| GM | A | -0.41% | |
| PEP | F | -0.4% | |
| TXN | B | -0.4% | |
| CRM | B | -0.39% | |
| LOW | B | -0.39% | |
| AMAT | F | -0.38% | |
| GILD | A | -0.36% | |
| COST | C | -0.36% | |
| TMO | D | -0.36% | |
| MPC | F | -0.34% | |
| CVS | F | -0.34% | |
| LMT | D | -0.33% | |
| CI | D | -0.33% | |
| MCD | D | -0.33% | |
| BKNG | A | -0.31% | |
| PNC | B | -0.3% | |
| MRK | F | -0.3% | |
| PSX | F | -0.29% | |
| ADI | C | -0.29% | |
| LNG | A | -0.29% | |
| DIS | C | -0.28% | |
| PYPL | B | -0.28% | |
| UPS | C | -0.28% | |
| SCHW | B | -0.28% | |
| EOG | F | -0.27% | |
| COF | A | -0.27% | |
| VLO | F | -0.27% | |
| DHR | D | -0.27% | |
| FI | A | -0.27% | |
| UNP | D | -0.25% | |
| F | F | -0.25% | |
| MET | C | -0.25% | |
| ADBE | D | -0.25% | |
| USB | B | -0.24% | |
| MMM | D | -0.24% | |
| HON | B | -0.24% | |
| DHI | D | -0.23% | |
| DAL | A | -0.22% | |
| INTU | D | -0.22% | |
| KLAC | F | -0.21% | |
| ABNB | C | -0.21% | |
| LRCX | F | -0.21% | |
| DHS | A | -0.2% | |
| PRU | C | -0.2% | |
| DFS | B | -0.2% | |
| AFL | D | -0.2% | |
| AIG | B | -0.2% | |
| HPQ | B | -0.2% | |
| REGN | F | -0.2% | |
| SO | C | -0.19% | |
| BK | A | -0.19% | |
| TJX | D | -0.19% | |
| PCAR | B | -0.19% | |
| LEN | D | -0.19% | |
| VRTX | A | -0.19% | |
| ANET | B | -0.19% | |
| SYK | A | -0.18% | |
| FIS | B | -0.18% | |
| MCK | D | -0.17% | |
| SCCO | B | -0.17% | |
| NUE | F | -0.17% | |
| URI | B | -0.17% | |
| DUK | D | -0.17% | |
| CHTR | B | -0.17% | |
| GE | D | -0.17% | |
| PH | A | -0.17% | |
| MTB | B | -0.16% | |
| GLW | B | -0.16% | |
| MDLZ | F | -0.16% | |
| SBUX | B | -0.16% | |
| HPE | B | -0.16% | |
| FDX | D | -0.16% | |
| ADP | A | -0.16% | |
| MMC | D | -0.16% | |
| SPGI | D | -0.16% | |
| AMP | A | -0.16% | |
| UAL | A | -0.16% | |
| APP | B | -0.15% | |
| PGR | D | -0.15% | |
| NOC | D | -0.15% | |
| KR | A | -0.15% | |
| MSI | B | -0.15% | |
| MCHP | F | -0.15% | |
| VST | C | -0.15% | |
| ICE | C | -0.15% | |
| CMI | A | -0.15% | |
| APH | A | -0.15% | |
| NOW | A | -0.15% | |
| FANG | F | -0.15% | |
| TGT | D | -0.15% | |
| PHM | D | -0.14% | |
| CSX | D | -0.14% | |
| GD | D | -0.14% | |
| OXY | F | -0.14% | |
| FITB | B | -0.13% | |
| DVN | F | -0.13% | |
| D | B | -0.13% | |
| TRV | B | -0.13% | |
| HIG | D | -0.13% | |
| KHC | F | -0.13% | |
| BDX | D | -0.13% | |
| EMR | A | -0.12% | |
| STT | A | -0.12% | |
| NSC | B | -0.12% | |
| OKE | A | -0.12% | |
| MAR | B | -0.12% | |
| PLD | F | -0.12% | |
| CEG | C | -0.12% | |
| FTNT | C | -0.12% | |
| PANW | B | -0.12% | |
| KMI | A | -0.12% | |
| ON | D | -0.12% | |
| CME | B | -0.12% | |
| SYF | A | -0.12% | |
| ADSK | A | -0.12% | |
| WMB | A | -0.12% | |
| CRBG | B | -0.12% | |
| ISRG | A | -0.12% | |
| CTSH | D | -0.12% | |
| STLD | B | -0.12% | |
| SHW | C | -0.12% | |
| SRE | C | -0.12% | |
| ITW | A | -0.12% | |
| ORLY | B | -0.11% | |
| FCNCA | D | -0.11% | |
| APD | B | -0.11% | |
| COR | B | -0.11% | |
| HBAN | B | -0.11% | |
| PLTR | A | -0.11% | |
| CARR | D | -0.11% | |
| RF | B | -0.11% | |
| AEP | D | -0.11% | |
| CL | D | -0.11% | |
| EBAY | D | -0.11% | |
| ADM | F | -0.11% | |
| GEN | B | -0.1% | |
| NTAP | D | -0.1% | |
| PCG | B | -0.1% | |
| KVUE | A | -0.1% | |
| SNPS | C | -0.1% | |
| KEYS | C | -0.1% | |
| UBER | C | -0.1% | |
| SPG | A | -0.1% | |
| ROP | F | -0.1% | |
| CFG | B | -0.1% | |
| WM | B | -0.1% | |
| AZO | D | -0.1% | |
| LHX | B | -0.1% | |
| CF | B | -0.09% | |
| ZTS | F | -0.09% | |
| GWW | A | -0.09% | |
| CDNS | B | -0.09% | |
| MCO | D | -0.09% | |
| KMB | D | -0.09% | |
| ZM | A | -0.09% | |
| VICI | D | -0.09% | |
| GPN | D | -0.09% | |
| KDP | F | -0.09% | |
| CTRA | F | -0.08% | |
| FICO | B | -0.08% | |
| RSG | C | -0.08% | |
| CTAS | B | -0.08% | |
| SYY | C | -0.08% | |
| EXC | D | -0.08% | |
| EIX | D | -0.08% | |
| GEV | A | -0.08% | |
| ALB | C | -0.08% | |
| HLT | B | -0.08% | |
| PEG | C | -0.08% | |
| BLDR | D | -0.08% | |
| GEHC | D | -0.08% | |
| MKL | D | -0.08% | |
| RJF | B | -0.08% | |
| JBL | B | -0.08% | |
| FOXA | B | -0.08% | |
| EQH | B | -0.08% | |
| PSA | D | -0.08% | |
| ECL | D | -0.07% | |
| MRO | C | -0.07% | |
| ANSS | C | -0.07% | |
| CRWD | C | -0.07% | |
| HSY | F | -0.07% | |
| HUM | F | -0.07% | |
| AMT | D | -0.07% | |
| AJG | D | -0.07% | |
| TROW | B | -0.07% | |
| CBRE | A | -0.07% | |
| MPWR | F | -0.07% | |
| NVR | C | -0.07% | |
| CDW | F | -0.07% | |
| SWKS | F | -0.07% | |
| TDY | B | -0.07% | |
| STZ | F | -0.07% | |
| WDAY | D | -0.07% | |
| EA | A | -0.07% | |
| PSTG | D | -0.07% | |
| IT | B | -0.07% | |
| FFIV | B | -0.07% | |
| HAL | F | -0.07% | |
| INTC | C | -0.07% | |
| TDG | B | -0.07% | |
| HES | C | -0.06% | |
| LDOS | A | -0.06% | |
| CPRT | D | -0.06% | |
| A | C | -0.06% | |
| CPAY | B | -0.06% | |
| AME | A | -0.06% | |
| DOW | F | -0.06% | |
| ES | D | -0.06% | |
| NDAQ | A | -0.06% | |
| EXPE | A | -0.06% | |
| EQIX | B | -0.06% | |
| IR | B | -0.06% | |
| DOV | A | -0.06% | |
| PAYX | B | -0.06% | |
| TYL | B | -0.06% | |
| OTIS | B | -0.06% | |
| PFG | D | -0.06% | |
| BIIB | F | -0.06% | |
| XEL | B | -0.06% | |
| IQV | F | -0.06% | |
| WAB | A | -0.06% | |
| OMC | B | -0.06% | |
| DD | C | -0.06% | |
| ETR | B | -0.06% | |
| ROST | D | -0.06% | |
| CAH | C | -0.06% | |
| ED | D | -0.06% | |
| GDDY | B | -0.06% | |
| CMG | D | -0.06% | |
| VRSN | F | -0.05% | |
| SSNC | D | -0.05% | |
| HWM | B | -0.05% | |
| ENPH | F | -0.05% | |
| ODFL | B | -0.05% | |
| MLM | B | -0.05% | |
| RMD | B | -0.05% | |
| ZBH | D | -0.05% | |
| L | D | -0.05% | |
| DLR | B | -0.05% | |
| RS | C | -0.05% | |
| WEC | B | -0.05% | |
| CAG | D | -0.05% | |
| WELL | B | -0.05% | |
| FNF | D | -0.05% | |
| WLK | F | -0.05% | |
| DDOG | B | -0.05% | |
| NTNX | B | -0.05% | |
| PPG | F | -0.05% | |
| YUM | C | -0.05% | |
| MNST | B | -0.05% | |
| NTRS | B | -0.05% | |
| LPLA | B | -0.05% | |
| ACI | F | -0.05% | |
| FE | D | -0.05% | |
| FAST | A | -0.05% | |
| TEAM | B | -0.05% | |
| OC | B | -0.05% | |
| TER | F | -0.05% | |
| TWLO | A | -0.05% | |
| BKR | A | -0.05% | |
| PTC | B | -0.05% | |
| SMCI | F | -0.05% | |
| PWR | A | -0.05% | |
| AKAM | D | -0.05% | |
| BBY | D | -0.05% | |
| MAS | C | -0.04% | |
| GPC | F | -0.04% | |
| MTD | D | -0.04% | |
| BSY | D | -0.04% | |
| WSM | D | -0.04% | |
| AVB | B | -0.04% | |
| MANH | D | -0.04% | |
| OKTA | F | -0.04% | |
| VRSK | B | -0.04% | |
| SNA | A | -0.04% | |
| BRO | A | -0.04% | |
| DRI | B | -0.04% | |
| ZS | C | -0.04% | |
| IRM | B | -0.04% | |
| PKG | A | -0.04% | |
| NET | C | -0.04% | |
| DGX | B | -0.04% | |
| CSL | D | -0.04% | |
| IP | A | -0.04% | |
| MOS | C | -0.04% | |
| HOLX | C | -0.04% | |
| PPL | B | -0.04% | |
| VMC | B | -0.04% | |
| DT | B | -0.04% | |
| MSCI | B | -0.04% | |
| DTE | D | -0.04% | |
| EPAM | F | -0.04% | |
| FTV | F | -0.04% | |
| OVV | F | -0.04% | |
| HUBS | B | -0.04% | |
| CNA | D | -0.04% | |
| TTD | B | -0.04% | |
| CCI | D | -0.04% | |
| ROK | C | -0.04% | |
| WRB | C | -0.04% | |
| DINO | F | -0.04% | |
| KEY | B | -0.04% | |
| RGA | D | -0.04% | |
| TSCO | D | -0.04% | |
| LH | B | -0.04% | |
| LYV | A | -0.03% | |
| EVRG | B | -0.03% | |
| JBHT | B | -0.03% | |
| EQT | B | -0.03% | |
| LKQ | F | -0.03% | |
| NI | A | -0.03% | |
| HEI | D | -0.03% | |
| U | C | -0.03% | |
| VEEV | C | -0.03% | |
| WAT | A | -0.03% | |
| LNT | C | -0.03% | |
| CHD | C | -0.03% | |
| AXON | B | -0.03% | |
| IDXX | F | -0.03% | |
| SOLV | B | -0.03% | |
| SNOW | C | -0.03% | |
| HRL | D | -0.03% | |
| CE | F | -0.03% | |
| AWK | D | -0.03% | |
| EMN | D | -0.03% | |
| HUBB | B | -0.03% | |
| SJM | D | -0.03% | |
| EXR | D | -0.03% | |
| CPB | D | -0.03% | |
| BAH | A | -0.03% | |
| O | D | -0.03% | |
| EXPD | D | -0.03% | |
| J | D | -0.03% | |
| APA | F | -0.03% | |
| IPG | F | -0.03% | |
| TAP | C | -0.03% | |
| CPNG | A | -0.03% | |
| CMS | C | -0.03% | |
| VRT | B | -0.03% | |
| ULTA | D | -0.03% | |
| CNP | B | -0.03% | |
| ATO | B | -0.03% | |
| LVS | B | -0.03% | |
| EFX | D | -0.03% | |
| BR | B | -0.03% | |
| BEN | C | -0.03% | |
| PAG | D | -0.03% | |
| AEE | A | -0.03% | |
| TXT | D | -0.03% | |
| CBOE | B | -0.03% | |
| CINF | B | -0.03% | |
| TRGP | A | -0.03% | |
| INCY | A | -0.02% | |
| ERIE | F | -0.02% | |
| LW | C | -0.02% | |
| MAA | D | -0.02% | |
| CCK | B | -0.02% | |
| VTR | B | -0.02% | |
| WTRG | B | -0.02% | |
| SBAC | D | -0.02% | |
| WPC | F | -0.02% | |
| PINS | C | -0.02% | |
| TSN | D | -0.02% | |
| PFGC | A | -0.02% | |
| ALGN | F | -0.02% | |
| DPZ | C | -0.02% | |
| NDSN | D | -0.02% | |
| FDS | B | -0.02% | |
| GGG | C | -0.02% | |
| IEX | B | -0.02% | |
| GLPI | C | -0.02% | |
| USFD | A | -0.02% | |
| DXCM | D | -0.02% | |
| ROL | D | -0.02% | |
| NWSA | B | -0.02% | |
| TTWO | B | -0.02% | |
| CLX | C | -0.02% | |
| GL | C | -0.02% | |
| WSO | C | -0.02% | |
| LUV | B | -0.02% | |
| ACM | A | -0.02% | |
| MDB | F | -0.02% | |
| AVTR | D | -0.02% | |
| RPM | B | -0.02% | |
| LBRDK | A | -0.02% | |
| CSGP | D | -0.02% | |
| ALNY | C | -0.02% | |
| WST | C | -0.02% | |
| XYL | F | -0.02% | |
| BALL | F | -0.02% | |
| AVY | D | -0.02% | |
| WY | D | -0.02% | |
| HST | C | -0.02% | |
| SW | A | -0.02% | |
| EQR | D | -0.02% | |
| MKC | D | -0.02% | |
| SIRI | D | -0.02% | |
| COTY | F | -0.01% | |
| FND | D | -0.01% | |
| REXR | F | -0.01% | |
| BMRN | F | -0.01% | |
| MGM | D | -0.01% | |
| NBIX | D | -0.01% | |
| SWK | D | -0.01% | |
| AMH | F | -0.01% | |
| EXAS | B | -0.01% | |
| CPT | D | -0.01% | |
| TECH | C | -0.01% | |
| MORN | B | -0.01% | |
| XPO | A | -0.01% | |
| SUI | D | -0.01% | |
| DAY | A | -0.01% | |
| KIM | A | -0.01% | |
| TW | B | -0.01% | |
| WMS | D | -0.01% | |
| CASY | A | -0.01% | |
| UDR | D | -0.01% | |
| ARE | D | -0.01% | |
| PODD | A | -0.01% | |
| CRL | F | -0.01% | |
| BURL | D | -0.01% | |
| TFX | F | -0.01% | |
| BLD | D | -0.01% | |
| LII | A | -0.01% | |
| ELS | D | -0.01% | |
| PAYC | A | -0.01% | |
| EME | A | -0.01% | |
| JKHY | A | -0.01% | |
| CHRW | C | -0.01% | |
| INVH | F | -0.01% | |
| REG | B | -0.01% | |
| ESS | D | -0.01% | |
| LECO | C | -0.0% | |
| FIVE | C | -0.0% | |
| SAIA | B | -0.0% | |
| CELH | 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
EPS: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Business Services
Utilities - Regulated Electric
Diagnostics & Research
Oil & Gas E&P
Capital Markets
REIT - Residential
Semiconductors
Software - Infrastructure
Specialty Retail
Banks - Regional - US
Packaged Foods
Aerospace & Defense
Biotechnology
Drug Manufacturers - Major
Asset Management
Credit Services
Health Care Plans
Household & Personal Products
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