HART vs. SHE ETF Comparison

Comparison of IQ Healthy Hearts ETF (HART) to SPDR SSGA Gender Diversity Index ETF (SHE)

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

$29.35

Average Daily Volume

465

Number of Holdings ^*

* may have additional holdings in another (foreign) market

SHE

SPDR SSGA Gender Diversity Index ETF

SHE Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA Gender Diversity Index, which tracks U.S. companies that are leaders in advancing women through gender diversity on their boards of directors and in management. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$102.47

Average Daily Volume

4,035

Number of Holdings ^*

211

* may have additional holdings in another (foreign) market

Performance

Period	HART	SHE
30 Days	-0.93%	-2.63%
60 Days	-2.23%	-0.22%
90 Days	2.06%	4.44%
12 Months	4.82%	26.04%

12 Overlapping Holdings

Symbol	Grade	Weight in HART	Weight in SHE	Overlap
AAPL	F	4.8%	4.09%	4.09%
ABT	D	4.63%	0.84%	0.84%
CNC	C	1.08%	0.19%	0.19%
DKS	A	0.59%	0.08%	0.08%
GIS	A	1.08%	0.19%	0.19%
GOOGL	A	5.69%	2.91%	2.91%
JNJ	F	4.73%	1.71%	1.71%
LLY	D	5.09%	2.6%	2.6%
MDT	D	2.92%	0.5%	0.5%
PNR	D	0.53%	0.06%	0.06%
UNH	C	4.91%	1.95%	1.95%
UTHR	A	0.55%	0.05%	0.05%

HART Overweight 33 Positions Relative to SHE

Symbol	Grade	Weight
PFE	F	4.8%
NVS	B	4.68%
ELV	A	3.41%
NKE	D	3.13%
BSX	A	2.73%
BMY	F	2.72%
HCA	C	1.6%
EW	C	1.43%
SWAV	A	0.66%
GRMN	A	0.6%
MOH	C	0.58%
DECK	C	0.58%
MODG	A	0.56%
EHC	A	0.55%
ONON	D	0.54%
YETI	F	0.52%
K	A	0.52%
THC	B	0.51%
SEM	C	0.49%
POOL	C	0.49%
MTN	F	0.48%
PLNT	D	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 199 Positions Relative to SHE

Symbol	Grade	Weight
NVDA	D	-4.74%
AMZN	B	-4.66%
MSFT	D	-4.46%
META	B	-4.36%
ACN	F	-2.96%
CSCO	D	-2.4%
JPM	B	-2.32%
INTU	C	-2.27%
INTC	F	-2.01%
XOM	A	-1.85%
V	C	-1.84%
NOW	C	-1.73%
PG	A	-1.71%
CVX	A	-1.46%
MRK	A	-1.42%
BAC	A	-1.19%
KO	A	-1.13%
CAT	A	-1.08%
NFLX	D	-1.07%
ADI	B	-1.07%
WFC	A	-0.98%
TJX	C	-0.93%
SBUX	D	-0.82%
LOW	C	-0.81%
PEP	A	-0.75%
WDAY	D	-0.73%
PGR	A	-0.67%
LIN	D	-0.66%
UBER	D	-0.65%
VZ	D	-0.64%
AXP	A	-0.63%
ADSK	F	-0.62%
ISRG	D	-0.6%
SPGI	D	-0.57%
CMG	A	-0.55%
GE	A	-0.55%
SCHW	A	-0.54%
MAR	C	-0.54%
HON	C	-0.53%
SYK	C	-0.52%
RTX	A	-0.51%
C	A	-0.51%
ETN	A	-0.5%
MMC	C	-0.47%
MPC	B	-0.46%
CDW	C	-0.45%
CI	A	-0.44%
HLT	C	-0.43%
DE	B	-0.41%
HUBS	A	-0.41%
NOC	A	-0.37%
LMT	A	-0.37%
TGT	B	-0.36%
FCX	B	-0.35%
LULU	D	-0.35%
BA	F	-0.35%
MCK	A	-0.34%
PLD	F	-0.34%
CL	A	-0.33%
MCO	C	-0.31%
TT	A	-0.3%
USB	C	-0.29%
DUK	A	-0.29%
EMR	B	-0.28%
AIG	B	-0.27%
JCI	A	-0.25%
APD	D	-0.25%
EQIX	D	-0.25%
PNC	A	-0.25%
FDX	B	-0.25%
TSCO	B	-0.24%
GWW	C	-0.24%
NEM	A	-0.23%
COF	A	-0.23%
TFC	A	-0.23%
D	A	-0.23%
WELL	A	-0.23%
MMM	A	-0.23%
AEP	B	-0.23%
CMI	A	-0.23%
WCN	C	-0.22%
PRU	B	-0.21%
ECL	C	-0.21%
EBAY	A	-0.21%
ALL	A	-0.21%
BK	A	-0.21%
NSC	D	-0.2%
EXC	A	-0.2%
PSA	D	-0.19%
IDXX	D	-0.18%
KMB	A	-0.18%
EL	B	-0.17%
O	A	-0.17%
ULTA	F	-0.17%
DLR	C	-0.17%
SQ	D	-0.17%
KR	A	-0.17%
STZ	A	-0.17%
FIS	B	-0.17%
CARR	D	-0.16%
DOW	B	-0.16%
APTV	F	-0.15%
WTW	C	-0.14%
PEG	A	-0.14%
IR	B	-0.14%
VEEV	D	-0.14%
WSM	A	-0.14%
DG	D	-0.14%
ROK	F	-0.14%
HIG	A	-0.14%
FANG	A	-0.13%
CAH	D	-0.13%
ED	A	-0.13%
AWK	C	-0.13%
BIIB	D	-0.13%
HSY	D	-0.13%
CTVA	C	-0.13%
EIX	A	-0.13%
BBY	D	-0.12%
FITB	A	-0.12%
DTE	A	-0.12%
DVN	B	-0.12%
ADM	B	-0.12%
KDP	A	-0.11%
DD	A	-0.11%
XEL	B	-0.11%
VLTO	A	-0.11%
MTB	A	-0.11%
CBRE	C	-0.11%
SBAC	D	-0.1%
TROW	D	-0.1%
BURL	D	-0.1%
AVB	A	-0.1%
HUBB	A	-0.09%
VST	A	-0.09%
PPL	A	-0.09%
WY	D	-0.09%
CNP	A	-0.09%
LYB	A	-0.09%
HWM	C	-0.09%
WEC	A	-0.09%
ETR	A	-0.09%
VTR	C	-0.08%
RF	B	-0.08%
BBWI	C	-0.08%
PFG	B	-0.08%
MAA	C	-0.08%
CHTR	F	-0.08%
CLX	C	-0.08%
MGM	D	-0.08%
LDOS	A	-0.08%
HAS	A	-0.07%
CE	D	-0.07%
CFG	A	-0.07%
WBD	F	-0.07%
HST	C	-0.07%
MKC	A	-0.07%
TXT	A	-0.07%
PINS	D	-0.07%
SYF	A	-0.07%
NTRS	B	-0.07%
FDS	D	-0.07%
ETSY	F	-0.07%
IFF	A	-0.07%
EQT	A	-0.06%
OC	A	-0.06%
AVY	C	-0.06%
SWK	D	-0.06%
TSN	A	-0.06%
ACM	A	-0.06%
MRO	B	-0.06%
OVV	A	-0.06%
WBA	F	-0.06%
REG	D	-0.05%
WRK	A	-0.05%
NI	A	-0.05%
CRL	C	-0.05%
TRU	D	-0.05%
ALLE	C	-0.05%
SJM	D	-0.05%
SUI	D	-0.05%
NBIX	B	-0.05%
HRL	A	-0.05%
MTCH	F	-0.04%
FMC	F	-0.04%
BXP	B	-0.04%
SOLV	C	-0.04%
AIZ	C	-0.04%
PCTY	F	-0.04%
INCY	F	-0.04%
PAYC	D	-0.04%
TFX	D	-0.04%
ALB	F	-0.04%
AMH	C	-0.04%
GL	D	-0.03%
Z	D	-0.03%
CPB	A	-0.03%
RHI	D	-0.03%
LUV	C	-0.02%