HART vs. MBCC ETF Comparison
Comparison of IQ Healthy Hearts ETF (HART) to Monarch Blue Chips Core ETF (MBCC)
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
$29.34
Average Daily Volume
448
45
MBCC
Monarch Blue Chips Core ETF
MBCC Description
The investment seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Kingsview Blue Chips Core Index. The fund generally invests at least 80% of its total assets in the component securities of the index. The index consists of established, well-recognized companies listed on the S&P 500 from a broad range of industries that demonstrate strength in the marketplace based on fundamental company data such as revenue, revenue growth, net income, and net income growth.Grade (RS Rating)
Last Trade
$31.31
Average Daily Volume
13,647
24
Performance
| Period | HART | MBCC |
|---|---|---|
| 30 Days | -1.13% | -3.84% |
| 60 Days | -2.29% | -1.89% |
| 90 Days | 2.00% | 4.88% |
| 12 Months | 4.29% | 22.27% |
HART Overweight 42 Positions Relative to MBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | A | 5.69% | |
| UNH | D | 4.91% | |
| PFE | F | 4.8% | |
| JNJ | F | 4.73% | |
| NVS | B | 4.68% | |
| ABT | D | 4.63% | |
| ELV | A | 3.41% | |
| MDT | C | 2.92% | |
| BSX | A | 2.73% | |
| BMY | F | 2.72% | |
| HCA | C | 1.6% | |
| EW | D | 1.43% | |
| CNC | C | 1.08% | |
| GIS | A | 1.08% | |
| SWAV | A | 0.66% | |
| GRMN | A | 0.6% | |
| DKS | A | 0.59% | |
| MOH | D | 0.58% | |
| DECK | C | 0.58% | |
| MODG | A | 0.56% | |
| UTHR | B | 0.55% | |
| EHC | A | 0.55% | |
| ONON | C | 0.54% | |
| PNR | B | 0.53% | |
| YETI | F | 0.52% | |
| K | A | 0.52% | |
| THC | A | 0.51% | |
| SEM | B | 0.49% | |
| POOL | C | 0.49% | |
| MTN | F | 0.48% | |
| PLNT | F | 0.48% | |
| LIVN | B | 0.48% | |
| MMSI | C | 0.47% | |
| CYTK | D | 0.45% | |
| ACHC | F | 0.44% | |
| RYTM | C | 0.44% | |
| PEN | F | 0.44% | |
| VFC | D | 0.42% | |
| UAA | D | 0.41% | |
| PTON | F | 0.37% | |
| ATRC | F | 0.36% | |
| NARI | F | 0.35% |
HART Underweight 21 Positions Relative to MBCC
HART: Top Represented Industries & Keywords
MBCC: Top Represented Industries & Keywords
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