HART vs. IEDI ETF Comparison
Comparison of IQ Healthy Hearts ETF (HART) to iShares Evolved U.S. Discretionary Spending ETF (IEDI)
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
IEDI
iShares Evolved U.S. Discretionary Spending ETF
IEDI Description
The investment seeks to provide access to U.S. companies with discretionary spending exposure, as classified using a proprietary classification system. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in U.S. listed common stock of large-, mid- and small-capitalization discretionary spending companies. It will hold common stock of those companies that fall into the Discretionary Spending Evolved Sector which have economic characteristics that have been historically correlated with companies traditionally defined as consumer discretionary companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$54.57
Average Daily Volume
6,281
Number of Holdings
*
176
* may have additional holdings in another (foreign) market
Performance
| Period | HART | IEDI |
|---|---|---|
| 30 Days | -2.58% | 5.48% |
| 60 Days | -4.83% | 5.47% |
| 90 Days | -5.44% | 8.72% |
| 12 Months | 13.94% | 34.08% |
HART Overweight 40 Positions Relative to IEDI
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | C | 5.73% | |
| ABT | B | 5.42% | |
| UNH | C | 5.36% | |
| AAPL | C | 5.32% | |
| JNJ | D | 4.88% | |
| PFE | D | 4.79% | |
| NVS | D | 4.63% | |
| LLY | F | 4.37% | |
| BSX | B | 3.33% | |
| BMY | B | 3.08% | |
| MDT | D | 2.86% | |
| ELV | F | 2.44% | |
| HCA | F | 1.67% | |
| EW | C | 1.02% | |
| GIS | D | 0.94% | |
| PTON | B | 0.91% | |
| GRMN | B | 0.85% | |
| CNC | D | 0.79% | |
| ATRC | C | 0.72% | |
| UAA | C | 0.68% | |
| RYTM | C | 0.67% | |
| IRTC | D | 0.63% | |
| PNR | A | 0.63% | |
| PEN | B | 0.62% | |
| NARI | C | 0.61% | |
| K | A | 0.6% | |
| ONON | A | 0.6% | |
| EHC | B | 0.58% | |
| UTHR | C | 0.57% | |
| MMSI | B | 0.56% | |
| COLM | B | 0.56% | |
| HAYW | B | 0.56% | |
| SEM | B | 0.55% | |
| LIVN | F | 0.55% | |
| THC | D | 0.52% | |
| BEAM | D | 0.52% | |
| CYTK | F | 0.51% | |
| MOH | F | 0.47% | |
| MODG | F | 0.44% | |
| ACHC | F | 0.26% |
HART Underweight 169 Positions Relative to IEDI
| Symbol | Grade | Weight | |
|---|---|---|---|
| HD | A | -12.26% | |
| AMZN | C | -8.78% | |
| COST | B | -8.55% | |
| WMT | A | -7.56% | |
| TJX | A | -4.58% | |
| LOW | D | -4.3% | |
| CMG | B | -2.85% | |
| ORLY | B | -2.11% | |
| MCD | D | -1.93% | |
| TGT | F | -1.9% | |
| SBUX | A | -1.86% | |
| ROST | C | -1.83% | |
| META | D | -1.68% | |
| HLT | A | -1.31% | |
| MAR | B | -1.29% | |
| AZO | C | -1.08% | |
| UBER | D | -1.02% | |
| TSCO | D | -0.89% | |
| DIS | B | -0.83% | |
| YUM | B | -0.82% | |
| KR | B | -0.81% | |
| DRI | B | -0.74% | |
| V | A | -0.72% | |
| BURL | A | -0.71% | |
| DASH | A | -0.7% | |
| ULTA | F | -0.7% | |
| NFLX | A | -0.69% | |
| CTAS | B | -0.61% | |
| DG | F | -0.53% | |
| WSM | B | -0.51% | |
| RCL | A | -0.5% | |
| ABNB | C | -0.48% | |
| CPRT | A | -0.48% | |
| DPZ | C | -0.47% | |
| FERG | B | -0.46% | |
| TXRH | C | -0.45% | |
| CVNA | B | -0.45% | |
| DLTR | F | -0.44% | |
| SQ | B | -0.44% | |
| CASY | A | -0.42% | |
| DKNG | B | -0.4% | |
| PYPL | B | -0.4% | |
| WING | D | -0.39% | |
| SFM | A | -0.38% | |
| FND | C | -0.37% | |
| BBY | D | -0.36% | |
| SYY | B | -0.35% | |
| STZ | D | -0.34% | |
| CAVA | B | -0.32% | |
| FAST | B | -0.31% | |
| KMX | B | -0.31% | |
| BJ | A | -0.28% | |
| TPR | B | -0.27% | |
| USFD | A | -0.26% | |
| LYV | A | -0.24% | |
| PG | A | -0.24% | |
| EXPE | B | -0.24% | |
| EBAY | D | -0.23% | |
| ROL | B | -0.22% | |
| OLLI | D | -0.22% | |
| PFGC | B | -0.2% | |
| INTU | C | -0.2% | |
| SCI | B | -0.2% | |
| TOST | B | -0.2% | |
| CHDN | B | -0.2% | |
| LAD | A | -0.19% | |
| UPS | C | -0.19% | |
| BBWI | D | -0.19% | |
| TSN | B | -0.18% | |
| CCL | B | -0.18% | |
| GPC | D | -0.18% | |
| WH | B | -0.17% | |
| TOL | B | -0.16% | |
| FIVE | F | -0.16% | |
| MUSA | A | -0.16% | |
| RH | B | -0.16% | |
| FRPT | B | -0.15% | |
| ACI | C | -0.15% | |
| HST | C | -0.15% | |
| PINS | D | -0.15% | |
| ARMK | B | -0.15% | |
| GME | C | -0.15% | |
| CZR | F | -0.14% | |
| MGM | D | -0.14% | |
| TPX | B | -0.14% | |
| NCLH | B | -0.14% | |
| GDDY | A | -0.14% | |
| GAP | C | -0.14% | |
| SKX | D | -0.14% | |
| H | B | -0.13% | |
| HRB | D | -0.13% | |
| TTWO | A | -0.13% | |
| ELF | C | -0.13% | |
| CL | D | -0.13% | |
| ANF | C | -0.13% | |
| ASO | F | -0.12% | |
| RL | B | -0.12% | |
| SHAK | C | -0.12% | |
| BOOT | D | -0.12% | |
| OMC | C | -0.12% | |
| EAT | A | -0.12% | |
| CROX | D | -0.12% | |
| VVV | F | -0.11% | |
| BYD | C | -0.11% | |
| FDX | B | -0.11% | |
| MKC | D | -0.11% | |
| DUOL | A | -0.11% | |
| LUV | C | -0.11% | |
| KTB | B | -0.11% | |
| TKO | B | -0.1% | |
| AN | C | -0.1% | |
| ABG | B | -0.1% | |
| CHH | A | -0.1% | |
| Z | A | -0.1% | |
| CHE | D | -0.1% | |
| W | F | -0.1% | |
| SIG | B | -0.1% | |
| CPAY | A | -0.09% | |
| GWW | B | -0.09% | |
| RHP | B | -0.09% | |
| MAS | D | -0.09% | |
| AEO | F | -0.09% | |
| M | D | -0.09% | |
| SHOO | D | -0.09% | |
| HOOD | B | -0.09% | |
| SJM | D | -0.08% | |
| SNAP | C | -0.08% | |
| JWN | C | -0.08% | |
| HSIC | B | -0.08% | |
| ALK | C | -0.08% | |
| BFAM | D | -0.08% | |
| URBN | C | -0.08% | |
| IPG | D | -0.08% | |
| WEN | D | -0.08% | |
| UAL | A | -0.08% | |
| CBOE | B | -0.07% | |
| CLX | B | -0.07% | |
| BLD | D | -0.07% | |
| FLO | D | -0.07% | |
| AFRM | B | -0.07% | |
| FUN | C | -0.07% | |
| MSGS | A | -0.07% | |
| AAP | C | -0.07% | |
| UHAL | D | -0.07% | |
| FCFS | F | -0.07% | |
| KSS | F | -0.07% | |
| SITE | D | -0.07% | |
| LNW | D | -0.07% | |
| LYFT | C | -0.07% | |
| WBA | F | -0.06% | |
| PZZA | D | -0.06% | |
| CPRI | F | -0.06% | |
| LANC | C | -0.06% | |
| CNK | B | -0.06% | |
| EA | A | -0.06% | |
| CAG | D | -0.06% | |
| FL | F | -0.06% | |
| IT | C | -0.06% | |
| NYT | C | -0.06% | |
| FOUR | B | -0.06% | |
| TNL | A | -0.06% | |
| AAL | B | -0.06% | |
| RHI | B | -0.06% | |
| GEN | B | -0.06% | |
| RRR | D | -0.06% | |
| CRI | D | -0.05% | |
| LAMR | D | -0.05% | |
| HAS | D | -0.05% | |
| LW | C | -0.05% |
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
IEDI: Top Represented Industries & Keywords
Industries:
Specialty Retail
Restaurants
Apparel Stores
Leisure
Discount Stores
Packaged Foods
Footwear & Accessories
Lodging
Software - Application
Apparel Manufacturing
Auto & Truck Dealerships
Media - Diversified
Resorts & Casinos
Airlines
Grocery Stores
Household & Personal Products
Industrial Distribution
Internet Content & Information
Business Services
Credit Services
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