HART vs. IYH ETF Comparison

Comparison of IQ Healthy Hearts ETF (HART) to iShares U.S. Healthcare ETF (IYH)

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 ^*

* may have additional holdings in another (foreign) market

IYH

iShares U.S. Healthcare ETF

IYH Description

The investment seeks to track the investment results of an index composed of U.S. equities in the healthcare sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Health Care Index (the "underlying index"), which measures the performance of the healthcare sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$60.74

Average Daily Volume

251,855

Number of Holdings ^*

106

* may have additional holdings in another (foreign) market

Performance

Period	HART	IYH
30 Days	-2.58%	-4.41%
60 Days	-4.83%	-6.93%
90 Days	-5.44%	-7.22%
12 Months	13.94%	12.67%

18 Overlapping Holdings

Symbol	Grade	Weight in HART	Weight in IYH	Overlap
ABT	B	5.42%	3.72%	3.72%
ACHC	F	0.26%	0.06%	0.06%
BMY	B	3.08%	2.11%	2.11%
BSX	B	3.33%	2.37%	2.37%
CNC	D	0.79%	0.56%	0.56%
EHC	B	0.58%	0.18%	0.18%
ELV	F	2.44%	1.73%	1.73%
EW	C	1.02%	0.75%	0.75%
HCA	F	1.67%	1.2%	1.2%
JNJ	D	4.88%	6.89%	4.88%
LLY	F	4.37%	11.08%	4.37%
MDT	D	2.86%	2.08%	2.08%
MOH	F	0.47%	0.32%	0.32%
PEN	B	0.62%	0.16%	0.16%
PFE	D	4.79%	2.61%	2.61%
THC	D	0.52%	0.27%	0.27%
UNH	C	5.36%	10.1%	5.36%
UTHR	C	0.57%	0.29%	0.29%

HART Overweight 29 Positions Relative to IYH

Symbol	Grade	Weight
GOOGL	C	5.73%
AAPL	C	5.32%
NVS	D	4.63%
NKE	D	2.33%
GIS	D	0.94%
PTON	B	0.91%
GRMN	B	0.85%
ATRC	C	0.72%
DECK	A	0.69%
UAA	C	0.68%
RYTM	C	0.67%
IRTC	D	0.63%
PLNT	A	0.63%
PNR	A	0.63%
NARI	C	0.61%
K	A	0.6%
ONON	A	0.6%
VFC	C	0.59%
MMSI	B	0.56%
COLM	B	0.56%
HAYW	B	0.56%
SEM	B	0.55%
LIVN	F	0.55%
POOL	C	0.54%
MTN	C	0.52%
BEAM	D	0.52%
CYTK	F	0.51%
DKS	C	0.45%
MODG	F	0.44%

HART Underweight 88 Positions Relative to IYH

Symbol	Grade	Weight
ABBV	D	-5.42%
MRK	F	-4.53%
TMO	F	-3.63%
ISRG	A	-3.46%
AMGN	D	-2.82%
DHR	F	-2.76%
SYK	C	-2.62%
VRTX	F	-2.23%
GILD	C	-2.05%
CI	F	-1.66%
ZTS	D	-1.49%
REGN	F	-1.47%
BDX	F	-1.21%
GEHC	F	-0.69%
A	D	-0.69%
IDXX	F	-0.64%
IQV	D	-0.64%
RMD	C	-0.63%
HUM	C	-0.62%
VEEV	C	-0.58%
DXCM	D	-0.56%
ALNY	D	-0.55%
CAH	B	-0.54%
ZBH	C	-0.43%
BIIB	F	-0.43%
WST	C	-0.42%
ILMN	D	-0.4%
STE	F	-0.4%
WAT	B	-0.39%
LH	C	-0.37%
COO	D	-0.36%
PODD	C	-0.34%
DGX	A	-0.33%
HOLX	D	-0.33%
NTRA	B	-0.31%
ALGN	D	-0.31%
BAX	D	-0.3%
VTRS	A	-0.28%
AVTR	F	-0.26%
RVTY	F	-0.25%
UHS	D	-0.22%
NBIX	C	-0.22%
MRNA	F	-0.22%
BMRN	D	-0.22%
INCY	C	-0.22%
CTLT	B	-0.2%
RPRX	D	-0.19%
TECH	D	-0.19%
SRPT	D	-0.18%
CRL	C	-0.18%
EXEL	B	-0.18%
EXAS	D	-0.17%
TFX	F	-0.17%
GMED	A	-0.17%
SOLV	C	-0.17%
ITCI	C	-0.16%
HSIC	B	-0.16%
MEDP	D	-0.15%
DVA	B	-0.15%
CHE	D	-0.15%
JAZZ	B	-0.14%
ELAN	D	-0.13%
MASI	A	-0.13%
RGEN	D	-0.13%
DOCS	C	-0.11%
BIO	D	-0.11%
VKTX	F	-0.1%
IONS	F	-0.1%
BRKR	D	-0.1%
ROIV	C	-0.09%
INSP	D	-0.09%
NVST	B	-0.07%
PRGO	B	-0.07%
XRAY	F	-0.07%
OGN	D	-0.07%
RARE	D	-0.07%
ENOV	C	-0.05%
APLS	D	-0.05%
AMED	F	-0.05%
QDEL	F	-0.04%
SHC	F	-0.04%
AZTA	D	-0.04%
RCM	F	-0.04%
PINC	B	-0.04%
TXG	F	-0.03%
FTRE	D	-0.03%
CERT	F	-0.02%
GRAL	C	-0.01%