SMDY vs. HART ETF Comparison
Comparison of Syntax Stratified MidCap ETF (SMDY) to IQ Healthy Hearts ETF (HART)
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
$42.10
Average Daily Volume
224
390
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
$31.01
Average Daily Volume
841
45
Performance
Period | SMDY | HART |
---|---|---|
30 Days | -1.57% | -0.14% |
60 Days | 1.11% | 3.85% |
90 Days | -3.39% | 5.93% |
12 Months | 9.82% | 13.18% |
11 Overlapping Holdings
Symbol | Grade | Weight in SMDY | Weight in HART | Overlap | |
---|---|---|---|---|---|
ACHC | F | 0.61% | 0.49% | 0.49% | |
CYTK | D | 0.43% | 0.55% | 0.43% | |
DKS | C | 0.29% | 0.48% | 0.29% | |
EHC | B | 0.24% | 0.49% | 0.24% | |
LIVN | D | 0.41% | 0.44% | 0.41% | |
MTN | F | 0.1% | 0.47% | 0.1% | |
PEN | D | 0.19% | 0.46% | 0.19% | |
PLNT | B | 0.23% | 0.57% | 0.23% | |
THC | C | 0.59% | 0.51% | 0.51% | |
UAA | F | 0.15% | 0.47% | 0.15% | |
UTHR | B | 0.48% | 0.57% | 0.48% |
SMDY Overweight 379 Positions Relative to HART
Symbol | Grade | Weight | |
---|---|---|---|
COTY | F | 1.8% | |
SMG | D | 1.78% | |
LITE | B | 1.22% | |
FYBR | B | 1.21% | |
CIEN | F | 1.21% | |
IRDM | D | 1.19% | |
ZD | F | 1.15% | |
DOCS | B | 1.09% | |
QLYS | D | 0.82% | |
DT | F | 0.75% | |
LNW | B | 0.67% | |
AMKR | B | 0.65% | |
WING | B | 0.63% | |
SBRA | A | 0.62% | |
OHI | B | 0.61% | |
TXRH | B | 0.61% | |
DLB | D | 0.6% | |
WEN | F | 0.6% | |
ARMK | C | 0.6% | |
PSTG | B | 0.57% | |
SRPT | C | 0.55% | |
MTSI | A | 0.5% | |
CRUS | A | 0.49% | |
COKE | B | 0.49% | |
ONTO | B | 0.48% | |
RMBS | B | 0.47% | |
ALGM | C | 0.47% | |
MKSI | B | 0.46% | |
BRBR | B | 0.46% | |
LAD | F | 0.45% | |
LSCC | D | 0.45% | |
POST | C | 0.45% | |
PAG | D | 0.45% | |
SLAB | D | 0.44% | |
CAR | F | 0.44% | |
POWI | D | 0.44% | |
EXEL | C | 0.44% | |
SYNA | F | 0.44% | |
HALO | B | 0.44% | |
BMRN | C | 0.43% | |
MEDP | C | 0.42% | |
NBIX | C | 0.42% | |
CELH | F | 0.42% | |
AN | D | 0.42% | |
ARWR | C | 0.42% | |
WBS | D | 0.41% | |
GMED | B | 0.41% | |
RGEN | F | 0.4% | |
ASB | D | 0.4% | |
KBH | D | 0.4% | |
IBKR | B | 0.4% | |
SF | B | 0.4% | |
JAZZ | F | 0.4% | |
PRGO | F | 0.4% | |
TMHC | D | 0.39% | |
ENOV | F | 0.39% | |
ILMN | D | 0.39% | |
TOL | D | 0.38% | |
AZTA | D | 0.38% | |
HAE | C | 0.38% | |
NVST | F | 0.37% | |
BHF | F | 0.36% | |
PRI | C | 0.36% | |
CNO | B | 0.35% | |
ERIE | C | 0.35% | |
UNM | D | 0.35% | |
MANH | B | 0.34% | |
APPF | B | 0.34% | |
KMPR | C | 0.34% | |
EQH | B | 0.34% | |
TDC | C | 0.33% | |
ELF | C | 0.33% | |
DBX | D | 0.33% | |
BLKB | D | 0.32% | |
ZI | F | 0.32% | |
SAM | C | 0.32% | |
SFM | B | 0.32% | |
ALTR | B | 0.32% | |
PPC | B | 0.32% | |
CVLT | B | 0.32% | |
MORN | B | 0.31% | |
DUOL | F | 0.31% | |
AMG | D | 0.31% | |
BURL | B | 0.31% | |
HRB | B | 0.31% | |
TGNA | D | 0.31% | |
MSA | C | 0.31% | |
NXST | B | 0.31% | |
TEX | D | 0.3% | |
BJ | B | 0.3% | |
VOYA | D | 0.3% | |
FAF | D | 0.3% | |
NYT | A | 0.3% | |
RGA | C | 0.3% | |
FNF | D | 0.3% | |
MIDD | F | 0.3% | |
MMS | B | 0.3% | |
HQY | B | 0.3% | |
ESNT | C | 0.3% | |
PCTY | F | 0.3% | |
M | C | 0.3% | |
CGNX | B | 0.3% | |
CG | C | 0.3% | |
USFD | C | 0.3% | |
LECO | F | 0.3% | |
CPRI | D | 0.3% | |
DAR | F | 0.3% | |
JHG | B | 0.3% | |
WEX | D | 0.3% | |
RNR | D | 0.3% | |
FHI | C | 0.3% | |
ESAB | D | 0.3% | |
MTG | B | 0.3% | |
CRI | F | 0.29% | |
WMG | D | 0.29% | |
COLM | D | 0.29% | |
ST | C | 0.29% | |
FIVE | F | 0.29% | |
NSP | F | 0.29% | |
IPGP | D | 0.29% | |
LOPE | C | 0.29% | |
WU | D | 0.29% | |
LANC | B | 0.29% | |
PFGC | D | 0.29% | |
GHC | D | 0.29% | |
INGR | D | 0.29% | |
EEFT | D | 0.29% | |
OSK | D | 0.29% | |
FLO | D | 0.29% | |
VNT | D | 0.29% | |
SEIC | D | 0.29% | |
JWN | B | 0.29% | |
PVH | F | 0.28% | |
CROX | C | 0.28% | |
AGCO | F | 0.28% | |
TTC | C | 0.28% | |
GPS | C | 0.28% | |
SKX | C | 0.28% | |
ALLY | B | 0.27% | |
SLM | D | 0.27% | |
GME | C | 0.26% | |
IDA | D | 0.26% | |
PNM | D | 0.25% | |
OLLI | B | 0.25% | |
ALE | C | 0.25% | |
PGNY | D | 0.25% | |
ORA | C | 0.25% | |
POR | D | 0.25% | |
NWE | D | 0.25% | |
OGE | C | 0.25% | |
OPCH | F | 0.24% | |
AMED | A | 0.24% | |
SR | C | 0.23% | |
AM | B | 0.23% | |
PBF | F | 0.23% | |
BKH | D | 0.23% | |
HOG | F | 0.23% | |
CASY | B | 0.23% | |
OGS | C | 0.23% | |
DTM | B | 0.23% | |
KEX | B | 0.23% | |
CHE | D | 0.23% | |
GNTX | D | 0.22% | |
SCI | C | 0.22% | |
SWX | D | 0.22% | |
LFUS | C | 0.22% | |
MUSA | C | 0.22% | |
NFG | D | 0.22% | |
UGI | D | 0.22% | |
WTRG | C | 0.22% | |
THO | D | 0.22% | |
NJR | D | 0.22% | |
VC | D | 0.22% | |
DINO | D | 0.22% | |
ENS | C | 0.22% | |
PII | F | 0.22% | |
ETRN | D | 0.21% | |
EXLS | B | 0.21% | |
BC | F | 0.21% | |
CNXC | C | 0.21% | |
NVT | D | 0.21% | |
WSM | D | 0.21% | |
AYI | D | 0.21% | |
NSA | B | 0.2% | |
AIRC | A | 0.2% | |
CUBE | B | 0.2% | |
KD | C | 0.2% | |
IRT | B | 0.2% | |
G | D | 0.2% | |
SAIC | D | 0.2% | |
AMH | A | 0.2% | |
ELS | C | 0.2% | |
BCO | B | 0.19% | |
JEF | B | 0.19% | |
XRAY | F | 0.19% | |
NOV | D | 0.19% | |
WFRD | B | 0.19% | |
CHX | C | 0.19% | |
CACI | B | 0.19% | |
SRCL | B | 0.18% | |
WHR | C | 0.18% | |
CLH | B | 0.18% | |
CMC | D | 0.18% | |
VAL | B | 0.18% | |
LSTR | D | 0.18% | |
SHC | C | 0.18% | |
SAIA | C | 0.18% | |
GXO | F | 0.18% | |
KNX | C | 0.18% | |
KNSL | F | 0.17% | |
RLI | D | 0.17% | |
RS | D | 0.17% | |
CLF | D | 0.17% | |
FLR | B | 0.17% | |
X | C | 0.17% | |
SIGI | F | 0.17% | |
RBA | B | 0.17% | |
AFG | D | 0.17% | |
AA | B | 0.17% | |
RGLD | B | 0.17% | |
THG | D | 0.17% | |
ORI | D | 0.17% | |
XPO | C | 0.17% | |
BRKR | F | 0.16% | |
YETI | F | 0.16% | |
MP | D | 0.16% | |
LII | B | 0.16% | |
LNTH | C | 0.16% | |
RH | D | 0.16% | |
JLL | B | 0.15% | |
EVR | A | 0.15% | |
RCM | F | 0.15% | |
ASGN | D | 0.15% | |
NEOG | C | 0.15% | |
GATX | B | 0.15% | |
EXPO | C | 0.15% | |
MTZ | C | 0.15% | |
KBR | D | 0.15% | |
ACM | D | 0.15% | |
FIX | D | 0.15% | |
UA | F | 0.15% | |
R | B | 0.15% | |
MAT | F | 0.15% | |
TTEK | D | 0.15% | |
HLI | A | 0.15% | |
TPX | D | 0.15% | |
HELE | F | 0.15% | |
FCN | D | 0.15% | |
MASI | F | 0.15% | |
GLPI | B | 0.14% | |
EME | D | 0.14% | |
FND | F | 0.14% | |
TREX | F | 0.14% | |
MAN | D | 0.14% | |
BLD | D | 0.14% | |
RYN | D | 0.13% | |
PCH | F | 0.13% | |
COHR | B | 0.13% | |
OLED | A | 0.13% | |
NOVT | C | 0.13% | |
KNF | C | 0.13% | |
MDU | C | 0.13% | |
CHDN | B | 0.13% | |
BYD | C | 0.13% | |
UMBF | C | 0.12% | |
CBSH | C | 0.12% | |
WTFC | D | 0.12% | |
FHN | C | 0.12% | |
LPX | D | 0.12% | |
TCBI | C | 0.12% | |
CFR | D | 0.12% | |
HWC | C | 0.12% | |
BDC | C | 0.12% | |
EXP | D | 0.12% | |
VSH | D | 0.12% | |
ALV | D | 0.11% | |
GT | F | 0.11% | |
LEA | F | 0.11% | |
ADNT | F | 0.11% | |
WOLF | F | 0.11% | |
CBT | D | 0.1% | |
CUZ | D | 0.1% | |
AXTA | D | 0.1% | |
KRC | F | 0.1% | |
DCI | D | 0.1% | |
HGV | D | 0.1% | |
WLK | D | 0.1% | |
GGG | D | 0.1% | |
H | C | 0.1% | |
GTLS | D | 0.1% | |
AVNT | D | 0.1% | |
ASH | D | 0.1% | |
VNO | C | 0.1% | |
TNL | D | 0.1% | |
PK | D | 0.1% | |
WTS | D | 0.1% | |
FLS | D | 0.1% | |
WH | C | 0.1% | |
HXL | D | 0.1% | |
VVV | B | 0.1% | |
CHH | B | 0.1% | |
VMI | C | 0.09% | |
ATR | D | 0.09% | |
RBC | C | 0.09% | |
NEU | D | 0.09% | |
SSD | F | 0.09% | |
WMS | D | 0.09% | |
CC | F | 0.09% | |
OLN | F | 0.09% | |
RPM | D | 0.09% | |
VAC | F | 0.09% | |
CW | C | 0.08% | |
MSM | F | 0.08% | |
CR | C | 0.08% | |
CHRD | C | 0.08% | |
FR | C | 0.08% | |
BWXT | B | 0.08% | |
EGP | B | 0.08% | |
REXR | C | 0.08% | |
CIVI | D | 0.08% | |
PR | C | 0.08% | |
STAG | B | 0.08% | |
MUR | D | 0.08% | |
WPC | D | 0.08% | |
MTDR | D | 0.08% | |
OC | D | 0.08% | |
CSL | C | 0.08% | |
AAON | B | 0.08% | |
TKR | D | 0.08% | |
FFIN | D | 0.07% | |
OZK | D | 0.07% | |
SSB | D | 0.07% | |
ONB | B | 0.07% | |
ADC | B | 0.07% | |
KRG | B | 0.07% | |
NNN | B | 0.07% | |
EPR | C | 0.07% | |
BRX | B | 0.07% | |
WSO | B | 0.07% | |
SNX | D | 0.07% | |
WCC | D | 0.07% | |
LAMR | B | 0.07% | |
TPL | B | 0.07% | |
CHK | D | 0.07% | |
RRC | D | 0.07% | |
RRX | F | 0.07% | |
ARW | D | 0.07% | |
SWN | D | 0.07% | |
AR | D | 0.07% | |
CNM | D | 0.07% | |
CACC | B | 0.07% | |
AVT | D | 0.07% | |
CNX | C | 0.07% | |
AIT | C | 0.07% | |
ITT | D | 0.07% | |
WWD | D | 0.07% | |
OVV | D | 0.07% | |
UFPI | D | 0.06% | |
BERY | D | 0.06% | |
STWD | D | 0.06% | |
NYCB | D | 0.06% | |
EWBC | D | 0.06% | |
UBSI | D | 0.06% | |
VLY | F | 0.06% | |
GBCI | D | 0.06% | |
ZION | C | 0.06% | |
HOMB | D | 0.06% | |
IBOC | C | 0.06% | |
SNV | B | 0.06% | |
CADE | D | 0.06% | |
FNB | C | 0.06% | |
COLB | D | 0.06% | |
PNFP | D | 0.06% | |
PB | D | 0.06% | |
SON | F | 0.05% | |
GEF | F | 0.05% | |
SLGN | D | 0.05% | |
GPK | D | 0.05% | |
CCK | F | 0.05% |
SMDY Underweight 34 Positions Relative to HART
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | A | -5.5% | |
LLY | A | -5.48% | |
GOOGL | A | -5.31% | |
NVS | A | -5.09% | |
ABT | D | -5.06% | |
JNJ | F | -4.91% | |
UNH | D | -4.85% | |
PFE | C | -4.79% | |
ELV | C | -3.14% | |
BSX | B | -2.86% | |
NKE | F | -2.8% | |
MDT | D | -2.67% | |
BMY | F | -2.13% | |
HCA | C | -1.65% | |
EW | B | -1.4% | |
GIS | D | -0.91% | |
CNC | D | -0.9% | |
GRMN | C | -0.64% | |
DECK | C | -0.64% | |
RYTM | B | -0.56% | |
MMSI | B | -0.51% | |
ATRC | C | -0.51% | |
VFC | D | -0.51% | |
BEAM | D | -0.5% | |
SEM | A | -0.5% | |
MODG | D | -0.49% | |
PTON | F | -0.47% | |
K | D | -0.47% | |
MOH | F | -0.47% | |
PNR | D | -0.46% | |
NARI | C | -0.46% | |
ONON | C | -0.45% | |
POOL | F | -0.42% | |
HAYW | F | -0.42% |
SMDY: Top Represented Industries & Keywords
HART: Top Represented Industries & Keywords