HART vs. MOAT ETF Comparison

Comparison of IQ Healthy Hearts ETF (HART) to Market Vectors Wide Moat ETF (MOAT)

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

$31.16

Average Daily Volume

831

Number of Holdings ^*

* may have additional holdings in another (foreign) market

MOAT

Market Vectors Wide Moat ETF

MOAT Description

The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MorningstarÂ® Wide Moat Focus IndexSM (the "Wide Moat Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index is comprised of securities issued by companies that Morningstar, Inc. ("Morningstar" or the "Wide Moat Index Provider") determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors ("wide moat companies"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$96.33

Average Daily Volume

661,705

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HART	MOAT
30 Days	-3.79%	-0.40%
60 Days	-5.77%	1.33%
90 Days	-6.07%	2.54%
12 Months	13.18%	24.43%

4 Overlapping Holdings

Symbol	Grade	Weight in HART	Weight in MOAT	Overlap
BMY	B	3.08%	3.0%	3.0%
GOOGL	C	5.73%	1.39%	1.39%
NKE	F	2.33%	2.05%	2.05%
PFE	F	4.79%	2.1%	2.1%

HART Overweight 43 Positions Relative to MOAT

Symbol	Grade	Weight
ABT	B	5.42%
UNH	B	5.36%
AAPL	C	5.32%
JNJ	C	4.88%
NVS	F	4.63%
LLY	F	4.37%
BSX	A	3.33%
MDT	D	2.86%
ELV	F	2.44%
HCA	F	1.67%
EW	C	1.02%
GIS	D	0.94%
PTON	A	0.91%
GRMN	B	0.85%
CNC	D	0.79%
ATRC	C	0.72%
DECK	A	0.69%
UAA	C	0.68%
RYTM	C	0.67%
IRTC	C	0.63%
PLNT	A	0.63%
PNR	A	0.63%
PEN	B	0.62%
NARI	C	0.61%
K	A	0.6%
ONON	A	0.6%
VFC	C	0.59%
EHC	B	0.58%
UTHR	C	0.57%
MMSI	A	0.56%
COLM	C	0.56%
HAYW	B	0.56%
SEM	B	0.55%
LIVN	F	0.55%
POOL	C	0.54%
MTN	C	0.52%
THC	D	0.52%
BEAM	D	0.52%
CYTK	F	0.51%
MOH	F	0.47%
DKS	D	0.45%
MODG	F	0.44%
ACHC	F	0.26%

HART Underweight 49 Positions Relative to MOAT

Symbol	Grade	Weight
CRM	B	-3.14%
GILD	C	-2.97%
ADSK	A	-2.94%
EMR	B	-2.87%
USB	A	-2.78%
MKTX	D	-2.73%
BIO	C	-2.72%
KVUE	A	-2.69%
DIS	B	-2.69%
TRU	D	-2.69%
MO	A	-2.62%
VEEV	C	-2.57%
ALLE	C	-2.54%
CTVA	C	-2.48%
ZBH	C	-2.37%
ADBE	C	-2.36%
CPB	D	-2.29%
A	D	-2.21%
IFF	D	-2.06%
BA	F	-1.87%
HII	F	-1.82%
FTNT	C	-1.73%
EL	F	-1.56%
SCHW	B	-1.51%
WDAY	B	-1.44%
CLX	A	-1.44%
WAT	C	-1.4%
IEX	C	-1.39%
AMZN	C	-1.37%
APD	A	-1.36%
HON	C	-1.35%
SBUX	A	-1.33%
NOC	D	-1.32%
CMCSA	B	-1.3%
MAS	D	-1.29%
OTIS	C	-1.29%
RTX	D	-1.25%
UPS	C	-1.24%
ROK	C	-1.24%
KEYS	A	-1.23%
MSFT	D	-1.21%
EFX	F	-1.2%
LRCX	F	-1.17%
NXPI	D	-1.16%
GEHC	D	-1.14%
TMO	F	-1.04%
MCHP	F	-1.02%
TER	F	-0.97%
ETSY	D	-0.91%