HART vs. SPBC ETF Comparison
Comparison of IQ Healthy Hearts ETF (HART) to Simplify U.S. Equity PLUS GBTC ETF (SPBC)
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
SPBC
Simplify U.S. Equity PLUS GBTC ETF
SPBC Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies and the Grayscale Bitcoin Trust. The fund invests in equity securities of U.S. companies through exchange-traded futures contracts, equity securities of U.S. companies and ETFs that primarily invest in the equity securities of U.S. companies. The fund invests up to 15% of its total assets in the Grayscale Bitcoin Trust.Grade (RS Rating)
Last Trade
$32.32
Average Daily Volume
13,438
1
Performance
| Period | HART | SPBC |
|---|---|---|
| 30 Days | -1.13% | -2.68% |
| 60 Days | -2.29% | 2.75% |
| 90 Days | 2.00% | 10.94% |
| 12 Months | 4.29% | 42.62% |
0 Overlapping Holdings
| Symbol | Grade | Weight in HART | Weight in SPBC | Overlap |
|---|
HART Overweight 45 Positions Relative to SPBC
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | A | 5.69% | |
| LLY | D | 5.09% | |
| UNH | D | 4.91% | |
| PFE | F | 4.8% | |
| AAPL | F | 4.8% | |
| JNJ | F | 4.73% | |
| NVS | B | 4.68% | |
| ABT | D | 4.63% | |
| ELV | A | 3.41% | |
| NKE | D | 3.13% | |
| 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 1 Positions Relative to SPBC
| Symbol | Grade | Weight | |
|---|---|---|---|
| GBTC | A | -9.31% |
HART: Top Represented Industries & Keywords
SPBC: Top Represented Industries & Keywords
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