HART vs. LCLG ETF Comparison

Comparison of IQ Healthy Hearts ETF (HART) to Logan Capital Broad Innovative Growth ETF (LCLG)
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

$31.86

Average Daily Volume

545

Number of Holdings *

47

* may have additional holdings in another (foreign) market
LCLG

Logan Capital Broad Innovative Growth ETF

LCLG Description The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests primarily in securities of companies that use innovative technologies or ideas to gain advantage over competitors. The Advisor expects to invest principally in large capitalization equity securities that are traded on U.S. securities exchanges. The fund may invest up to 20% of its total assets in securities of foreign issuers, including issuers in emerging markets.

Grade (RS Rating)

Last Trade

$49.10

Average Daily Volume

443

Number of Holdings *

57

* may have additional holdings in another (foreign) market
Performance
Period HART LCLG
30 Days -2.85% 1.27%
60 Days -4.77% 2.81%
90 Days 0.97% 10.04%
12 Months 19.93% 41.85%
5 Overlapping Holdings
Symbol Grade Weight in HART Weight in LCLG Overlap
AAPL C 5.33% 5.01% 5.01%
DECK B 0.65% 1.69% 0.65%
DKS F 0.45% 3.3% 0.45%
GOOGL A 5.42% 2.55% 2.55%
POOL B 0.54% 0.47% 0.47%
HART Overweight 42 Positions Relative to LCLG
Symbol Grade Weight
ABT A 5.23%
PFE D 5.12%
JNJ D 5.04%
UNH C 4.97%
LLY F 4.91%
NVS D 4.78%
BSX C 3.15%
MDT B 2.94%
BMY A 2.71%
ELV F 2.41%
NKE F 2.36%
HCA D 1.7%
EW D 1.05%
GIS D 0.96%
CNC D 0.8%
PTON A 0.76%
GRMN A 0.66%
VFC A 0.62%
ATRC A 0.59%
K A 0.59%
UAA B 0.59%
NARI A 0.59%
PNR B 0.58%
IRTC C 0.57%
EHC A 0.56%
RYTM D 0.55%
LIVN C 0.55%
HAYW A 0.55%
ONON D 0.55%
PEN A 0.54%
PLNT D 0.52%
MMSI B 0.52%
UTHR A 0.51%
MODG F 0.51%
THC C 0.51%
MTN F 0.49%
COLM C 0.49%
SEM B 0.48%
MOH D 0.48%
CYTK F 0.47%
BEAM F 0.43%
ACHC F 0.33%
HART Underweight 52 Positions Relative to LCLG
Symbol Grade Weight
NFLX A -4.93%
MA B -4.79%
AVGO B -4.43%
APH B -4.38%
KLAC F -4.16%
AMZN A -4.14%
META B -4.14%
APP B -2.98%
CTAS B -2.91%
URI B -2.71%
FAST A -2.28%
ODFL A -2.0%
ANET B -1.87%
TTD B -1.86%
MTD D -1.86%
WSM F -1.84%
GOOG A -1.8%
BURL D -1.76%
LAD A -1.68%
SHW D -1.59%
CPRT D -1.55%
TXRH A -1.47%
LECO B -1.44%
SBUX A -1.34%
WAT A -1.26%
EA A -1.25%
COIN C -1.22%
ZBRA A -1.21%
ACN C -1.19%
ADBE F -1.12%
GPK D -1.0%
NDSN D -0.99%
HD B -0.96%
MAR A -0.96%
MNST C -0.95%
A D -0.91%
IQV F -0.86%
HUBB B -0.85%
LPLA A -0.76%
LOGI D -0.75%
ZTS D -0.68%
PAYC A -0.66%
LULU C -0.64%
ETN B -0.54%
ELF F -0.52%
TRMB A -0.52%
NSP F -0.5%
CRL F -0.43%
LW B -0.41%
RH B -0.4%
OMF A -0.31%
IPGP B -0.27%
Compare ETFs