HART vs. SMDY ETF Comparison

Comparison of IQ Healthy Hearts ETF (HART) to Syntax Stratified MidCap ETF (SMDY)
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

$29.63

Average Daily Volume

451

Number of Holdings *

45

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

Syntax Stratified MidCap ETF

SMDY Description The investment seeks to provide investment results that, before expenses, correspond generally to the total return performance of publicly traded equity securities of companies comprising the Syntax Stratified MidCap Index. Under normal market conditions, the fund generally invests substantially all, and at least 95%, of its total assets in the securities comprising the index. The index, which was created by Syntax LLC, an affiliate of the fund's investment adviser, is the stratified-weight version of the widely used S&P MidCap 400® Index and holds the same constituents as the S&P MidCap 400 Index.

Grade (RS Rating)

Last Trade

$41.63

Average Daily Volume

247

Number of Holdings *

390

* may have additional holdings in another (foreign) market
Performance
Period HART SMDY
30 Days 0.40% -4.46%
60 Days -0.05% -1.22%
90 Days 2.43% 4.22%
12 Months 5.24% 14.69%
13 Overlapping Holdings
Symbol Grade Weight in HART Weight in SMDY Overlap
ACHC F 0.45% 0.55% 0.45%
CYTK D 0.43% 0.14% 0.14%
DKS B 0.61% 0.35% 0.35%
EHC A 0.57% 0.27% 0.27%
LIVN A 0.5% 0.42% 0.42%
MTN F 0.44% 0.09% 0.09%
PEN D 0.44% 0.11% 0.11%
PLNT D 0.48% 0.21% 0.21%
SWAV A 0.65% 0.27% 0.27%
THC A 0.54% 0.61% 0.54%
UAA F 0.41% 0.12% 0.12%
UTHR A 0.53% 0.69% 0.53%
YETI F 0.49% 0.14% 0.14%
HART Overweight 32 Positions Relative to SMDY
Symbol Grade Weight
GOOGL A 5.59%
NVS A 4.88%
LLY C 4.86%
UNH B 4.83%
AAPL C 4.8%
PFE C 4.69%
JNJ D 4.68%
ABT D 4.61%
ELV B 3.45%
NKE F 3.02%
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 D 1.09%
GRMN A 0.6%
MODG B 0.56%
DECK C 0.56%
MOH F 0.55%
PNR D 0.53%
K A 0.53%
ONON C 0.51%
POOL F 0.49%
SEM B 0.49%
MMSI A 0.47%
RYTM C 0.43%
VFC F 0.41%
PTON F 0.36%
ATRC F 0.35%
NARI D 0.34%
HART Underweight 377 Positions Relative to SMDY
Symbol Grade Weight
SMG B -1.84%
COTY C -1.65%
LITE D -1.08%
CIEN C -1.03%
GDDY A -0.89%
IRDM B -0.85%
QLYS D -0.83%
DT F -0.82%
DUOL A -0.78%
FYBR B -0.75%
EXEL B -0.74%
PRGO A -0.73%
NBIX A -0.69%
DOCS D -0.69%
WEN A -0.66%
HALO C -0.65%
WING A -0.65%
TXRH A -0.65%
JAZZ F -0.64%
ZD D -0.63%
ARMK B -0.63%
OHI B -0.62%
SBRA B -0.6%
DLB D -0.59%
PSTG C -0.58%
LNW C -0.56%
AMKR B -0.53%
MTSI B -0.53%
MEDP D -0.52%
ONTO B -0.48%
RGEN D -0.47%
POST B -0.47%
ARWR D -0.46%
ALGM B -0.46%
CRUS D -0.46%
MKSI C -0.45%
IBKR A -0.45%
POWI D -0.45%
RMBS F -0.45%
COKE B -0.45%
LSCC F -0.45%
BLKB A -0.44%
BRBR C -0.43%
SF A -0.43%
AZTA D -0.43%
DBX F -0.41%
NYT A -0.41%
GHC B -0.41%
ASB A -0.41%
TMHC D -0.4%
TOL B -0.4%
SLAB D -0.4%
SYNA D -0.4%
LOPE B -0.4%
CVLT A -0.4%
NXST B -0.4%
TDC D -0.4%
NVST F -0.39%
EQH A -0.39%
PCTY F -0.39%
ZI D -0.39%
AN A -0.39%
KBH C -0.38%
WBS F -0.38%
TGNA C -0.38%
PAG D -0.37%
CELH C -0.37%
BHF B -0.37%
GMED F -0.37%
KMPR B -0.36%
UNM A -0.36%
ENOV F -0.36%
CNO A -0.35%
PPC A -0.34%
JWN A -0.34%
LAD F -0.33%
ESAB B -0.33%
MANH F -0.33%
CAR D -0.33%
NSP D -0.33%
FLO A -0.33%
MTG B -0.32%
OSK D -0.32%
AGCO F -0.32%
DAR F -0.32%
RGA A -0.32%
AMG C -0.31%
VOYA B -0.31%
PRI C -0.31%
ESNT C -0.31%
MSA D -0.31%
ERIE C -0.31%
TEX D -0.31%
SAM F -0.3%
HRB B -0.3%
KEX A -0.3%
SEIC C -0.3%
GPS C -0.3%
CG D -0.3%
FHI F -0.3%
CGNX B -0.3%
HQY D -0.3%
ST A -0.3%
TTC D -0.3%
JHG B -0.3%
FAF F -0.3%
SKX A -0.3%
IPGP D -0.3%
COLM A -0.3%
INGR B -0.3%
FNF B -0.3%
CROX C -0.3%
MIDD F -0.29%
VNT D -0.29%
MMS C -0.29%
RNR D -0.29%
WU D -0.29%
MORN D -0.29%
LANC C -0.28%
WSM A -0.28%
EEFT C -0.28%
ETRN A -0.28%
WEX D -0.28%
PBF B -0.27%
M C -0.27%
LECO D -0.27%
ELF D -0.27%
DTM B -0.26%
GO F -0.26%
CRI F -0.26%
AIRC A -0.25%
AM A -0.25%
VST A -0.25%
NFG A -0.25%
NVT B -0.25%
BJ A -0.25%
PVH D -0.25%
SFM A -0.25%
BURL C -0.25%
GME D -0.24%
DINO F -0.24%
USFD C -0.24%
CLH A -0.24%
SWX A -0.24%
UGI B -0.24%
WTRG A -0.24%
BCO A -0.24%
AMED D -0.24%
CASY B -0.24%
MUSA B -0.24%
LFUS C -0.23%
OLLI D -0.23%
CPRI F -0.23%
NJR A -0.23%
BKH A -0.23%
OGS B -0.23%
SR A -0.23%
SCI D -0.22%
VC C -0.22%
SLM B -0.22%
IDA A -0.22%
HTZ F -0.22%
GNTX D -0.22%
THO F -0.22%
FIVE F -0.22%
ENS C -0.22%
CHE F -0.22%
OPCH F -0.22%
PFGC D -0.22%
PGNY F -0.22%
HAE A -0.22%
AYI D -0.22%
BC F -0.21%
PII F -0.21%
NWE A -0.21%
OGE A -0.21%
ALE A -0.21%
WFRD A -0.21%
AA B -0.21%
POR A -0.21%
CACI A -0.21%
ALLY B -0.21%
TCBI A -0.2%
PNM C -0.2%
NOV D -0.2%
FLR A -0.2%
IRT A -0.2%
AMH B -0.2%
HOG D -0.2%
CHX B -0.2%
SRCL F -0.2%
SAIC C -0.19%
ELS D -0.19%
CUBE C -0.19%
ORA C -0.19%
SHC F -0.19%
NSA C -0.19%
VAL F -0.19%
KD D -0.19%
RGLD B -0.19%
AFG D -0.18%
JEF A -0.18%
THG B -0.18%
RLI D -0.18%
ORI A -0.18%
G D -0.18%
EXLS C -0.18%
MP C -0.18%
LII D -0.17%
R A -0.17%
SIGI F -0.17%
CNXC F -0.17%
CMC B -0.17%
MAN A -0.16%
ACM A -0.16%
GXO F -0.16%
FCN A -0.16%
TTEK A -0.16%
KBR A -0.16%
EME A -0.16%
RS D -0.16%
VSH B -0.15%
GATX D -0.15%
TREX C -0.15%
EVR D -0.15%
XPO D -0.15%
JLL C -0.15%
MDU A -0.15%
EXPO A -0.15%
FIX B -0.15%
BLD C -0.15%
CLF F -0.15%
KNSL F -0.15%
HLI A -0.15%
FHN A -0.14%
MASI B -0.14%
WOLF F -0.14%
APPF B -0.14%
SAIA F -0.14%
UMBF B -0.14%
WTFC A -0.14%
EXP B -0.14%
X F -0.14%
OLED D -0.14%
KNF A -0.14%
CFR B -0.14%
WERN D -0.14%
TPX C -0.14%
MTZ B -0.14%
HWC A -0.14%
MAT F -0.14%
BDC B -0.14%
LNTH B -0.14%
LSTR D -0.14%
ASGN D -0.14%
CBSH A -0.14%
COHR C -0.13%
KNX F -0.13%
RCM D -0.13%
FND C -0.13%
NOVT C -0.13%
LPX C -0.13%
WHR F -0.13%
LEG F -0.13%
RH D -0.13%
RYN F -0.12%
PCH F -0.12%
BRKR F -0.12%
CHDN A -0.12%
UA F -0.12%
AR A -0.11%
IART F -0.11%
AVNT A -0.11%
GTLS F -0.11%
CC D -0.11%
VAC C -0.11%
FLS A -0.11%
CBT A -0.11%
HELE D -0.11%
CHRD B -0.1%
MUR B -0.1%
RRC B -0.1%
WTS C -0.1%
CW A -0.1%
PENN F -0.1%
OC A -0.1%
OLN C -0.1%
CSL A -0.1%
GLPI F -0.1%
PK D -0.1%
VVV C -0.1%
CUZ A -0.1%
CHH C -0.1%
NEOG F -0.1%
DCI B -0.1%
WMS C -0.1%
HGV D -0.1%
WH D -0.1%
H C -0.1%
BYD F -0.1%
ASH A -0.1%
VNO D -0.1%
TNL D -0.1%
WLK A -0.1%
ATR A -0.09%
MTDR D -0.09%
TKR A -0.09%
XRAY F -0.09%
WWD A -0.09%
VMI B -0.09%
SNX B -0.09%
HXL D -0.09%
GT D -0.09%
CNM A -0.09%
CIVI D -0.09%
ALV A -0.09%
ITT D -0.09%
OVV B -0.09%
LEA F -0.09%
PR B -0.09%
RPM C -0.09%
GGG F -0.09%
CACC F -0.09%
SWN B -0.09%
KRC C -0.09%
CHK B -0.09%
NEU D -0.09%
CNX B -0.09%
AXTA A -0.09%
STAG D -0.08%
WCC B -0.08%
ADNT D -0.08%
AIT C -0.08%
WPC B -0.08%
RBC C -0.08%
WSO A -0.08%
AVT B -0.08%
BWXT C -0.08%
ARW B -0.08%
RRX D -0.08%
EWBC A -0.07%
EPR C -0.07%
BRX B -0.07%
NNN B -0.07%
HOMB A -0.07%
REXR D -0.07%
LAMR A -0.07%
CADE A -0.07%
IBOC A -0.07%
SSD C -0.07%
OZK A -0.07%
KRG B -0.07%
ADC A -0.07%
FR D -0.07%
MSM F -0.07%
EGP F -0.07%
GEF D -0.06%
SON D -0.06%
NYCB F -0.06%
CCK B -0.06%
GPK D -0.06%
UFPI C -0.06%
FFIN C -0.06%
SNV C -0.06%
SSB D -0.06%
GBCI B -0.06%
STWD C -0.06%
UBSI C -0.06%
PNFP C -0.06%
SLGN B -0.06%
COLB B -0.06%
VLY F -0.06%
ONB A -0.06%
ZION A -0.06%
FNB A -0.06%
PB B -0.06%
BERY D -0.05%
Compare ETFs