HART vs. MILN ETF Comparison

Comparison of IQ Healthy Hearts ETF (HART) to Global X Millennials Thematic ETF (MILN)
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

$29.83

Average Daily Volume

448

Number of Holdings *

45

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

Global X Millennials Thematic ETF

MILN Description The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the INDXX Millennials Thematic Index. The fund invests more than 80% of its total assets in the securities of the underlying index. The underlying index is designed to measure the performance of U.S. listed companies that provide exposure to the millennial generation, as defined by the index provider. The millennial generation refers to the demographic cohort in the U.S. with birth years ranging from 1980 to 2000. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$37.91

Average Daily Volume

11,975

Number of Holdings *

76

* may have additional holdings in another (foreign) market
Performance
Period HART MILN
30 Days 1.16% -1.53%
60 Days 1.04% -1.51%
90 Days 3.11% 3.98%
12 Months 6.80% 29.59%
8 Overlapping Holdings
Symbol Grade Weight in HART Weight in MILN Overlap
AAPL C 4.8% 2.99% 2.99%
DKS B 0.61% 0.99% 0.61%
GOOGL A 5.59% 3.02% 3.02%
NKE F 3.02% 3.15% 3.02%
PLNT F 0.48% 0.43% 0.43%
PTON F 0.36% 0.25% 0.25%
UAA F 0.41% 0.31% 0.31%
VFC F 0.41% 0.41% 0.41%
HART Overweight 37 Positions Relative to MILN
Symbol Grade Weight
NVS B 4.88%
LLY D 4.86%
UNH C 4.83%
PFE D 4.69%
JNJ F 4.68%
ABT D 4.61%
ELV B 3.45%
BSX A 2.91%
MDT C 2.88%
BMY F 2.47%
HCA D 1.67%
EW D 1.43%
GIS B 1.1%
CNC C 1.09%
SWAV A 0.65%
GRMN A 0.6%
EHC A 0.57%
MODG B 0.56%
DECK D 0.56%
MOH F 0.55%
THC A 0.54%
PNR C 0.53%
K B 0.53%
UTHR A 0.53%
ONON C 0.51%
LIVN A 0.5%
YETI F 0.49%
POOL F 0.49%
SEM B 0.49%
MMSI B 0.47%
ACHC F 0.45%
MTN F 0.44%
PEN F 0.44%
CYTK D 0.43%
RYTM C 0.43%
ATRC F 0.35%
NARI F 0.34%
HART Underweight 68 Positions Relative to MILN
Symbol Grade Weight
CMG A -3.21%
LULU F -3.17%
SBUX F -3.15%
INTU C -3.07%
ABNB D -3.04%
COST C -3.04%
LOW D -3.01%
PYPL B -3.0%
BKNG C -2.97%
DIS C -2.97%
HD D -2.94%
SPOT B -2.93%
AMZN A -2.83%
DASH D -2.8%
SQ D -2.8%
UBER D -2.8%
NFLX D -2.77%
SE B -2.71%
META D -2.6%
AVB A -2.25%
EBAY C -2.2%
EQR A -2.04%
INVH B -1.75%
EXPE F -1.48%
SNAP B -1.32%
UDR B -1.04%
KMX F -0.91%
CPT A -0.87%
CVNA A -0.74%
MTCH D -0.69%
ETSY F -0.66%
SKX A -0.65%
SOFI F -0.61%
SFM A -0.55%
AN B -0.55%
LYFT D -0.52%
W C -0.4%
SLM A -0.4%
COLM B -0.38%
STRA A -0.36%
LRN A -0.34%
ACCD F -0.33%
PRDO A -0.33%
DBI D -0.33%
CPRI F -0.33%
CSR A -0.32%
YELP C -0.31%
NNI A -0.31%
CARG C -0.31%
CARS D -0.31%
CRI F -0.3%
GHC B -0.3%
IRT B -0.3%
LTH F -0.3%
TRIP D -0.3%
LAUR A -0.3%
LC B -0.3%
CAR D -0.29%
VMEO D -0.29%
ZG F -0.29%
ANGI C -0.29%
VSCO F -0.28%
CHGG F -0.28%
ZIP F -0.28%
COUR F -0.27%
XPOF F -0.26%
PWSC F -0.26%
HIMS D -0.26%
Compare ETFs