HART vs. IQSM ETF Comparison
Comparison of IQ Healthy Hearts ETF (HART) to IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM)
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
IQSM
IQ Candriam ESG U.S. Mid Cap Equity ETF
IQSM Description
IQ Candriam ESG U.S. Mid Cap Equity ETF is an exchange traded fund launched by New York Life Investment Management LLC. The fund is managed by IndexIQ Advisors LLC. 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 mid-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the IQ Candriam ESG U.S. Mid Cap Equity Index, by using full replication technique. IQ Candriam ESG U.S. Mid Cap Equity ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$34.29
Average Daily Volume
13,747
Number of Holdings
*
214
* may have additional holdings in another (foreign) market
Performance
| Period | HART | IQSM |
|---|---|---|
| 30 Days | -2.58% | 4.29% |
| 60 Days | -4.83% | 5.32% |
| 90 Days | -5.44% | 6.64% |
| 12 Months | 13.94% | 27.71% |
HART Overweight 38 Positions Relative to IQSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | C | 5.82% | |
| ABT | B | 5.53% | |
| UNH | C | 5.5% | |
| AAPL | C | 5.4% | |
| JNJ | D | 4.99% | |
| PFE | D | 4.65% | |
| NVS | D | 4.61% | |
| LLY | F | 4.24% | |
| BSX | B | 3.48% | |
| BMY | B | 3.09% | |
| MDT | D | 2.84% | |
| ELV | F | 2.42% | |
| NKE | D | 2.28% | |
| HCA | F | 1.63% | |
| EW | C | 1.08% | |
| PTON | B | 0.97% | |
| GIS | D | 0.93% | |
| GRMN | B | 0.84% | |
| CNC | D | 0.81% | |
| ATRC | C | 0.74% | |
| DECK | A | 0.7% | |
| RYTM | C | 0.68% | |
| UAA | C | 0.64% | |
| ONON | A | 0.62% | |
| NARI | C | 0.61% | |
| K | A | 0.61% | |
| MMSI | B | 0.58% | |
| SEM | B | 0.57% | |
| HAYW | B | 0.57% | |
| IRTC | D | 0.56% | |
| VFC | C | 0.55% | |
| COLM | B | 0.53% | |
| LIVN | F | 0.53% | |
| THC | D | 0.49% | |
| BEAM | D | 0.49% | |
| CYTK | F | 0.47% | |
| MOH | F | 0.46% | |
| MODG | F | 0.44% |
HART Underweight 205 Positions Relative to IQSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | C | -1.17% | |
| PKG | A | -1.05% | |
| YUMC | C | -0.87% | |
| KEY | B | -0.86% | |
| BURL | A | -0.84% | |
| RPM | A | -0.82% | |
| XPO | B | -0.81% | |
| MAS | D | -0.81% | |
| FIX | A | -0.81% | |
| OC | A | -0.81% | |
| NTNX | A | -0.81% | |
| MANH | D | -0.8% | |
| KIM | A | -0.79% | |
| TWLO | A | -0.78% | |
| GEN | B | -0.78% | |
| FLEX | A | -0.77% | |
| TOL | B | -0.76% | |
| DOCU | A | -0.76% | |
| EQH | B | -0.74% | |
| USFD | A | -0.73% | |
| GWRE | A | -0.73% | |
| ACM | A | -0.72% | |
| RGA | A | -0.72% | |
| EWBC | A | -0.71% | |
| GGG | B | -0.71% | |
| SFM | A | -0.69% | |
| SAIA | B | -0.68% | |
| FFIV | B | -0.68% | |
| UNM | A | -0.66% | |
| RNR | C | -0.66% | |
| DT | C | -0.65% | |
| UDR | B | -0.65% | |
| EPAM | C | -0.63% | |
| ALB | C | -0.62% | |
| TPR | B | -0.61% | |
| CHRW | C | -0.61% | |
| CPT | B | -0.61% | |
| REG | B | -0.6% | |
| JKHY | D | -0.6% | |
| FTI | A | -0.6% | |
| ITT | A | -0.6% | |
| AMH | D | -0.6% | |
| ELS | C | -0.6% | |
| JLL | D | -0.59% | |
| NVT | B | -0.59% | |
| HST | C | -0.59% | |
| NBIX | C | -0.59% | |
| WPC | D | -0.59% | |
| Z | A | -0.58% | |
| KMX | B | -0.58% | |
| INSM | C | -0.56% | |
| SJM | D | -0.56% | |
| RRX | B | -0.55% | |
| DAY | B | -0.55% | |
| BJ | A | -0.55% | |
| PAYC | B | -0.55% | |
| AIZ | A | -0.55% | |
| BLD | D | -0.54% | |
| SF | B | -0.54% | |
| JNPR | F | -0.54% | |
| CG | A | -0.54% | |
| LW | C | -0.53% | |
| ATR | B | -0.53% | |
| NCLH | B | -0.53% | |
| NWSA | B | -0.53% | |
| TTEK | F | -0.52% | |
| TECH | D | -0.52% | |
| CUBE | D | -0.52% | |
| FND | C | -0.52% | |
| IPG | D | -0.52% | |
| CTLT | B | -0.51% | |
| WTRG | B | -0.51% | |
| PRI | A | -0.5% | |
| MKTX | D | -0.48% | |
| DTM | B | -0.48% | |
| LAD | A | -0.48% | |
| EXAS | D | -0.47% | |
| BRBR | A | -0.47% | |
| SRPT | D | -0.47% | |
| AYI | B | -0.47% | |
| OHI | C | -0.47% | |
| GL | B | -0.47% | |
| LKQ | D | -0.46% | |
| ORI | A | -0.46% | |
| CRL | C | -0.46% | |
| QGEN | D | -0.46% | |
| ALLY | C | -0.46% | |
| WAL | B | -0.46% | |
| ARMK | B | -0.46% | |
| WCC | B | -0.45% | |
| INGR | B | -0.45% | |
| FBIN | D | -0.45% | |
| GLOB | B | -0.44% | |
| REXR | F | -0.44% | |
| BRX | A | -0.43% | |
| MTZ | B | -0.43% | |
| EXEL | B | -0.43% | |
| PCVX | D | -0.43% | |
| DCI | B | -0.43% | |
| AOS | F | -0.42% | |
| GPK | C | -0.42% | |
| SNX | C | -0.42% | |
| RVMD | C | -0.42% | |
| DVA | B | -0.42% | |
| KNX | B | -0.42% | |
| TFX | F | -0.42% | |
| HSIC | B | -0.41% | |
| TTC | D | -0.41% | |
| X | C | -0.41% | |
| PCTY | B | -0.41% | |
| WMS | D | -0.41% | |
| ROKU | D | -0.41% | |
| AXTA | A | -0.41% | |
| FRT | B | -0.4% | |
| ITCI | C | -0.4% | |
| AA | B | -0.39% | |
| VOYA | B | -0.39% | |
| RL | B | -0.39% | |
| MOS | F | -0.39% | |
| CHE | D | -0.39% | |
| FN | D | -0.39% | |
| HRB | D | -0.38% | |
| ONTO | D | -0.38% | |
| NYT | C | -0.38% | |
| HAS | D | -0.38% | |
| MEDP | D | -0.37% | |
| ADC | B | -0.37% | |
| TREX | C | -0.36% | |
| WH | B | -0.36% | |
| ESTC | C | -0.36% | |
| RHI | B | -0.36% | |
| KEX | C | -0.36% | |
| MHK | D | -0.35% | |
| JAZZ | B | -0.35% | |
| RGEN | D | -0.35% | |
| APG | B | -0.35% | |
| OLED | D | -0.35% | |
| G | B | -0.35% | |
| AGNC | D | -0.34% | |
| ALV | C | -0.34% | |
| WEX | D | -0.34% | |
| GTLS | B | -0.34% | |
| RIVN | F | -0.34% | |
| HLNE | B | -0.33% | |
| GXO | B | -0.33% | |
| BEN | C | -0.33% | |
| BPOP | B | -0.33% | |
| FCN | D | -0.33% | |
| GNTX | C | -0.33% | |
| CMC | B | -0.33% | |
| RYAN | B | -0.33% | |
| AZEK | A | -0.33% | |
| FR | C | -0.33% | |
| LSCC | D | -0.33% | |
| DAR | C | -0.32% | |
| FAF | A | -0.32% | |
| DINO | D | -0.32% | |
| ANF | C | -0.32% | |
| AXS | A | -0.32% | |
| CGNX | C | -0.32% | |
| H | B | -0.32% | |
| MKSI | C | -0.32% | |
| MSA | D | -0.31% | |
| NOV | C | -0.31% | |
| LSTR | D | -0.31% | |
| STAG | F | -0.31% | |
| CFLT | B | -0.31% | |
| ARW | D | -0.3% | |
| ESI | A | -0.3% | |
| PARA | C | -0.3% | |
| ALTR | B | -0.28% | |
| SIGI | C | -0.28% | |
| HALO | F | -0.28% | |
| AGCO | D | -0.28% | |
| SUM | B | -0.28% | |
| LFUS | F | -0.28% | |
| WFRD | D | -0.28% | |
| CHX | C | -0.28% | |
| CROX | D | -0.28% | |
| STWD | C | -0.28% | |
| WBA | F | -0.28% | |
| BPMC | C | -0.28% | |
| ETSY | D | -0.28% | |
| WTS | B | -0.27% | |
| PATH | C | -0.27% | |
| VKTX | F | -0.26% | |
| PVH | C | -0.26% | |
| CRUS | D | -0.26% | |
| POST | C | -0.26% | |
| CLF | F | -0.26% | |
| AM | A | -0.25% | |
| LEA | D | -0.25% | |
| IBP | D | -0.24% | |
| TKR | D | -0.23% | |
| DLB | B | -0.23% | |
| FIVE | F | -0.22% | |
| ST | F | -0.22% | |
| AN | C | -0.21% | |
| GAP | C | -0.2% | |
| ZG | A | -0.17% | |
| CACC | D | -0.13% | |
| COTY | F | -0.12% | |
| NWS | B | -0.11% | |
| LCID | F | -0.08% | |
| LEVI | F | -0.07% |
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
IQSM: Top Represented Industries & Keywords
Industries:
Biotechnology
Software - Application
Diversified Industrials
Building Materials
Engineering & Construction
Software - Infrastructure
Business Services
Packaged Foods
REIT - Residential
REIT - Retail
Asset Management
Auto Parts
Diagnostics & Research
Leisure
Medical Care
Oil & Gas Equipment & Services
REIT - Industrial
Specialty Chemicals
Specialty Retail
Apparel Manufacturing
Compare ETFs
