IYK vs. HART ETF Comparison

Comparison of iShares U.S. Consumer Goods ETF (IYK) to IQ Healthy Hearts ETF (HART)
IYK

iShares U.S. Consumer Goods ETF

IYK Description

The investment seeks to track the investment results of an index composed of U.S. equities in the consumer goods sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Consumer Goods Index (the "underlying index"), which measures the performance of the consumer goods sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$67.94

Average Daily Volume

99,116

Number of Holdings *

53

* 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

$30.40

Average Daily Volume

526

Number of Holdings *

45

* may have additional holdings in another (foreign) market
Performance
Period IYK HART
30 Days 4.06% 4.25%
60 Days 3.02% 1.72%
90 Days 6.15% 3.64%
12 Months 1.84% 7.26%
2 Overlapping Holdings
Symbol Grade Weight in IYK Weight in HART Overlap
GIS B 1.86% 1.04% 1.04%
K B 0.74% 0.53% 0.53%
IYK Overweight 51 Positions Relative to HART
Symbol Grade Weight
PG A 17.39%
PEP B 10.93%
KO A 10.92%
PM A 6.86%
MDLZ B 4.33%
MO A 3.59%
CL A 3.5%
MCK A 3.24%
CVS F 3.19%
KMB B 2.14%
STZ C 1.9%
CTVA B 1.87%
MNST D 1.84%
COR D 1.75%
SYY D 1.72%
KR C 1.67%
KVUE C 1.54%
KDP A 1.49%
ADM C 1.47%
KHC C 1.37%
HSY B 1.36%
CHD A 1.2%
MKC B 0.88%
CLX D 0.8%
TSN C 0.79%
BG B 0.68%
CAG B 0.68%
WBA F 0.58%
LW D 0.57%
CASY A 0.55%
USFD B 0.54%
SJM D 0.54%
CELH C 0.5%
PFGC D 0.49%
HRL B 0.48%
TAP D 0.47%
CPB B 0.41%
ACI C 0.4%
INGR A 0.35%
DAR D 0.31%
POST A 0.25%
FRPT B 0.22%
FLO B 0.22%
SPB B 0.12%
SAM D 0.12%
GO F 0.11%
PPC A 0.07%
KLG C 0.07%
REYN A 0.07%
SEB D 0.03%
OLPX F 0.01%
IYK Underweight 43 Positions Relative to HART
Symbol Grade Weight
GOOGL B -5.88%
PFE C -5.11%
LLY C -5.02%
AAPL B -5.01%
UNH B -4.72%
NVS B -4.71%
JNJ D -4.62%
ABT F -4.45%
ELV A -3.3%
NKE F -2.93%
MDT C -2.9%
BSX A -2.81%
BMY F -2.37%
HCA C -1.6%
EW D -1.35%
CNC C -1.06%
GRMN A -0.68%
THC A -0.66%
SWAV A -0.64%
DKS D -0.6%
DECK D -0.59%
UTHR B -0.58%
SEM A -0.57%
MODG C -0.57%
EHC A -0.56%
LIVN B -0.55%
PNR B -0.54%
ONON D -0.53%
MOH D -0.52%
MMSI B -0.5%
RYTM D -0.49%
PLNT C -0.48%
POOL D -0.48%
YETI D -0.47%
PEN F -0.45%
CYTK D -0.42%
MTN D -0.42%
PTON D -0.41%
UAA F -0.4%
VFC F -0.4%
ACHC D -0.4%
NARI D -0.37%
ATRC F -0.33%
Compare ETFs