IVOO vs. HART ETF Comparison

Comparison of Vanguard S&P Mid-Cap 400 ETF (IVOO) to IQ Healthy Hearts ETF (HART)
IVOO

Vanguard S&P Mid-Cap 400 ETF

IVOO Description

The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400® Index. The index measures the performance of mid-capitalization stocks. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Grade (RS Rating)

Last Trade

$113.17

Average Daily Volume

61,743

Number of Holdings *

392

* may have additional holdings in another (foreign) market
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

$31.37

Average Daily Volume

847

Number of Holdings *

47

* may have additional holdings in another (foreign) market
Performance
Period IVOO HART
30 Days 7.18% -2.58%
60 Days 7.23% -4.83%
90 Days 8.27% -5.44%
12 Months 33.00% 13.94%
12 Overlapping Holdings
Symbol Grade Weight in IVOO Weight in HART Overlap
ACHC F 0.14% 0.26% 0.14%
COLM B 0.09% 0.56% 0.09%
CYTK F 0.21% 0.51% 0.21%
DKS C 0.39% 0.45% 0.39%
EHC B 0.34% 0.58% 0.34%
LIVN F 0.1% 0.55% 0.1%
MTN C 0.21% 0.52% 0.21%
PEN B 0.31% 0.62% 0.31%
PLNT A 0.23% 0.63% 0.23%
THC D 0.51% 0.52% 0.51%
UAA C 0.06% 0.68% 0.06%
UTHR C 0.57% 0.57% 0.57%
IVOO Overweight 380 Positions Relative to HART
Symbol Grade Weight
ILMN D 0.79%
TPL A 0.76%
EME C 0.72%
LII A 0.67%
CSL C 0.67%
WSM B 0.59%
WSO A 0.57%
IBKR A 0.57%
MANH D 0.56%
RPM A 0.56%
DT C 0.55%
RBA A 0.54%
FNF B 0.54%
BURL A 0.54%
RS B 0.54%
OC A 0.53%
PSTG D 0.53%
TOL B 0.52%
USFD A 0.52%
XPO B 0.52%
AVTR F 0.52%
EQH B 0.5%
CASY A 0.5%
COHR B 0.49%
DOCU A 0.49%
ACM A 0.49%
RGA A 0.48%
FIX A 0.48%
EWBC A 0.47%
RNR C 0.47%
GGG B 0.47%
GLPI C 0.47%
SAIA B 0.45%
TTEK F 0.45%
ELS C 0.45%
CW B 0.45%
PFGC B 0.44%
TXRH C 0.44%
SFM A 0.44%
JLL D 0.44%
NVT B 0.43%
BMRN D 0.43%
NBIX C 0.42%
WPC D 0.42%
CACI D 0.42%
SCI B 0.41%
SRPT D 0.41%
LAMR D 0.4%
CLH B 0.4%
BJ A 0.39%
ITT A 0.39%
LECO B 0.38%
OHI C 0.38%
UNM A 0.38%
DUOL A 0.38%
FND C 0.38%
RRX B 0.38%
AMH D 0.38%
BWXT B 0.38%
ATR B 0.38%
CCK C 0.38%
SF B 0.37%
CUBE D 0.37%
FBIN D 0.36%
OVV B 0.36%
AA B 0.36%
JEF A 0.36%
CG A 0.36%
WMS D 0.36%
BLD D 0.36%
CHDN B 0.35%
WWD B 0.34%
ONTO D 0.34%
CNH C 0.34%
ARMK B 0.34%
EXEL B 0.33%
KNSL B 0.33%
EXP A 0.33%
RGLD C 0.33%
ALLY C 0.33%
WTRG B 0.33%
HLI B 0.32%
FHN A 0.32%
AYI B 0.32%
AFG A 0.32%
PRI A 0.32%
REXR F 0.32%
EVR B 0.32%
MORN B 0.31%
AIT A 0.31%
WBS A 0.31%
LAD A 0.31%
KBR F 0.31%
FLR B 0.31%
WAL B 0.31%
MUSA A 0.31%
NYT C 0.31%
CIEN B 0.31%
WCC B 0.3%
GME C 0.3%
INGR B 0.3%
PR B 0.3%
X C 0.3%
FN D 0.3%
DTM B 0.3%
SNX C 0.3%
ENSG D 0.3%
DCI B 0.3%
AAL B 0.3%
ORI A 0.29%
GMED A 0.29%
AXTA A 0.29%
LNW D 0.29%
TPX B 0.29%
HRB D 0.29%
EGP F 0.29%
TTC D 0.29%
WING D 0.29%
KNX B 0.29%
GPK C 0.29%
BRBR A 0.29%
CNM D 0.29%
PCTY B 0.28%
OGE B 0.28%
PNFP B 0.28%
BERY B 0.28%
BRX A 0.28%
CHE D 0.28%
RBC A 0.28%
SKX D 0.28%
CFR B 0.28%
WTFC A 0.27%
TREX C 0.27%
CHRD D 0.27%
TKO B 0.27%
VOYA B 0.27%
FYBR D 0.27%
OLED D 0.27%
NNN D 0.27%
MEDP D 0.27%
HQY B 0.26%
SSB B 0.26%
UFPI B 0.26%
ADC B 0.26%
MTZ B 0.26%
AR B 0.26%
SSD D 0.26%
LNTH D 0.26%
CR A 0.26%
AAON B 0.26%
ZION B 0.26%
TMHC B 0.25%
GXO B 0.25%
SNV B 0.25%
RRC B 0.25%
HLNE B 0.25%
CBSH A 0.25%
SEIC B 0.25%
SAIC F 0.25%
CVLT B 0.24%
VNO B 0.24%
BIO D 0.24%
FCN D 0.24%
CGNX C 0.24%
FLS B 0.24%
MAT D 0.24%
FR C 0.24%
PB A 0.24%
MIDD C 0.24%
WH B 0.24%
GNTX C 0.24%
LSCC D 0.24%
RGEN D 0.24%
ESAB B 0.24%
WEX D 0.24%
MSA D 0.23%
H B 0.23%
FAF A 0.23%
COKE C 0.23%
KEX C 0.23%
OSK B 0.23%
MKSI C 0.23%
EXLS B 0.23%
RYAN B 0.23%
ANF C 0.23%
JAZZ B 0.23%
ALV C 0.23%
STAG F 0.23%
BRKR D 0.22%
DINO D 0.22%
G B 0.22%
STWD C 0.22%
ARW D 0.22%
VMI B 0.22%
MASI A 0.22%
R B 0.22%
ESNT D 0.22%
CROX D 0.22%
HALO F 0.22%
MTSI B 0.22%
RLI B 0.22%
MTG C 0.22%
COLB A 0.21%
CLF F 0.21%
MTDR B 0.21%
LFUS F 0.21%
CADE B 0.21%
NOV C 0.21%
NOVT D 0.21%
DBX B 0.21%
ONB B 0.21%
DAR C 0.21%
CMC B 0.21%
AGCO D 0.21%
ALTR B 0.21%
LPX B 0.21%
LSTR D 0.21%
KBH D 0.2%
WHR B 0.2%
SRCL C 0.2%
VNT B 0.2%
WFRD D 0.2%
AMG B 0.2%
CRUS D 0.2%
GBCI B 0.2%
CBT C 0.2%
ELF C 0.2%
CHX C 0.19%
IDA A 0.19%
PVH C 0.19%
KNF A 0.19%
THO B 0.19%
NFG A 0.19%
SIGI C 0.19%
OLLI D 0.19%
KRG B 0.19%
GTLS B 0.18%
UBSI B 0.18%
RMBS C 0.18%
UGI A 0.18%
CNX A 0.18%
SON D 0.18%
POST C 0.18%
FIVE F 0.18%
ST F 0.18%
VVV F 0.18%
MMS F 0.18%
FNB A 0.18%
WTS B 0.18%
DOCS C 0.18%
JHG A 0.18%
BC C 0.18%
KD B 0.18%
TKR D 0.18%
THG A 0.18%
NXST C 0.18%
LEA D 0.18%
EXPO D 0.17%
SLM A 0.17%
HXL D 0.17%
OLN D 0.17%
AM A 0.17%
UMBF B 0.17%
POR C 0.17%
GATX A 0.17%
ROIV C 0.17%
PSN D 0.17%
HOMB A 0.17%
HWC B 0.16%
WMG C 0.16%
BCO D 0.16%
SBRA C 0.16%
NJR A 0.16%
GAP C 0.16%
OZK B 0.16%
FFIN B 0.16%
BDC B 0.16%
XRAY F 0.16%
CUZ B 0.16%
CELH F 0.16%
RH B 0.16%
AVT C 0.16%
BYD C 0.16%
APPF B 0.16%
KRC C 0.15%
M D 0.15%
AVNT B 0.15%
ORA B 0.15%
LITE B 0.15%
DLB B 0.15%
FLO D 0.15%
CIVI D 0.15%
QLYS C 0.15%
IRT A 0.15%
SWX B 0.15%
WLK D 0.15%
MUR D 0.15%
PNM F 0.14%
OPCH D 0.14%
LOPE B 0.14%
OGS A 0.14%
NEU C 0.14%
VLY B 0.14%
AN C 0.14%
ASGN F 0.14%
EEFT B 0.14%
BKH A 0.14%
ASH D 0.14%
RYN D 0.14%
SLGN A 0.14%
PII D 0.13%
CNO A 0.13%
WU D 0.13%
HAE C 0.13%
ALE A 0.13%
SR A 0.13%
SMG D 0.13%
KMPR B 0.13%
HOG D 0.13%
ENS D 0.13%
TNL A 0.12%
LANC C 0.12%
SLAB D 0.12%
VAL D 0.12%
POWI D 0.12%
IRDM D 0.12%
EPR D 0.12%
TEX D 0.12%
PRGO B 0.12%
ASB B 0.12%
TCBI B 0.12%
MSM C 0.12%
NVST B 0.12%
CDP C 0.12%
AMED F 0.11%
TDC D 0.11%
FHI A 0.11%
CHH A 0.11%
ZI D 0.11%
ALGM D 0.11%
WEN D 0.11%
IBOC A 0.11%
NWE B 0.11%
NSP D 0.1%
PBF D 0.1%
PAG B 0.1%
NEOG F 0.1%
PK B 0.1%
BHF B 0.1%
AMKR D 0.1%
GHC C 0.1%
NSA D 0.1%
YETI C 0.1%
MAN D 0.1%
PCH D 0.1%
BLKB B 0.1%
VC D 0.09%
SAM C 0.09%
CXT B 0.09%
SYNA C 0.09%
CC C 0.09%
COTY F 0.09%
JWN C 0.08%
RCM F 0.08%
IPGP D 0.08%
GT C 0.08%
ENOV C 0.08%
CPRI F 0.08%
HGV B 0.08%
ARWR F 0.08%
SHC F 0.08%
VAC B 0.08%
VSH D 0.07%
PPC C 0.07%
CRI D 0.07%
AZTA D 0.07%
CNXC F 0.07%
GEF A 0.06%
CAR C 0.05%
UA C 0.04%
IVOO Underweight 35 Positions Relative to HART
Symbol Grade Weight
GOOGL C -5.73%
ABT B -5.42%
UNH C -5.36%
AAPL C -5.32%
JNJ D -4.88%
PFE D -4.79%
NVS D -4.63%
LLY F -4.37%
BSX B -3.33%
BMY B -3.08%
MDT D -2.86%
ELV F -2.44%
NKE D -2.33%
HCA F -1.67%
EW C -1.02%
GIS D -0.94%
PTON B -0.91%
GRMN B -0.85%
CNC D -0.79%
ATRC C -0.72%
DECK A -0.69%
RYTM C -0.67%
IRTC D -0.63%
PNR A -0.63%
NARI C -0.61%
K A -0.6%
ONON A -0.6%
VFC C -0.59%
MMSI B -0.56%
HAYW B -0.56%
SEM B -0.55%
POOL C -0.54%
BEAM D -0.52%
MOH F -0.47%
MODG F -0.44%
Compare ETFs