STNC vs. HART ETF Comparison

Comparison of Stance Equity ESG Large Cap Core ETF (STNC) to IQ Healthy Hearts ETF (HART)
STNC

Stance Equity ESG Large Cap Core ETF

STNC Description

The Fund is an actively managed exchange-traded fund (“ETF”) that will invest, under normal circumstances at least 80% of the value of its net assets (plus the amount of any borrowings for investment purposes) in exchange-traded equity securities of U.S. large capitalization issuers that meet environmental, social, and governance (“ESG”) standards, as determined and in the sole discretion of Stance Capital, LLC. The Fund currently considers companies within the Russell 1000® Index and S&P 500® Index to be large capitalization issuers.

Grade (RS Rating)

Last Trade

$28.54

Average Daily Volume

4,284

Number of Holdings *

35

* 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

$30.15

Average Daily Volume

464

Number of Holdings *

45

* may have additional holdings in another (foreign) market
Performance
Period STNC HART
30 Days -2.49% 2.23%
60 Days -5.71% 0.08%
90 Days -2.61% 2.14%
12 Months 12.30% 11.03%
5 Overlapping Holdings
Symbol Grade Weight in STNC Weight in HART Overlap
AAPL B 2.99% 5.05% 2.99%
CNC C 3.21% 1.06% 1.06%
ELV A 3.46% 3.32% 3.32%
GOOGL B 3.43% 5.95% 3.43%
NKE D 2.89% 2.81% 2.81%
STNC Overweight 30 Positions Relative to HART
Symbol Grade Weight
GE A 4.53%
AVGO C 4.04%
BRO C 4.02%
TDG A 4.01%
GWW D 3.8%
CI D 3.75%
HLT D 3.73%
MA D 3.68%
MSFT C 3.67%
AON F 3.66%
MKC B 3.6%
V C 3.44%
REGN C 3.41%
SNA D 3.32%
AFL A 3.25%
HPQ C 3.22%
T B 3.2%
PSA D 3.12%
MMC C 3.03%
CTSH D 2.85%
APH A 2.49%
ADM C 2.14%
NFLX C 1.98%
CSX D 1.51%
OTIS D 1.32%
AVY A 1.2%
DHR C 0.75%
LOW D 0.27%
TXN A 0.26%
A C 0.21%
STNC Underweight 40 Positions Relative to HART
Symbol Grade Weight
LLY C -5.18%
PFE D -5.1%
UNH C -4.83%
NVS B -4.81%
JNJ F -4.56%
ABT F -4.3%
MDT D -2.82%
BSX B -2.82%
BMY F -2.2%
HCA D -1.6%
EW D -1.36%
GIS C -1.02%
THC A -0.68%
GRMN A -0.65%
SWAV A -0.63%
UTHR B -0.6%
DECK D -0.6%
ONON D -0.59%
SEM A -0.57%
EHC A -0.55%
PNR C -0.53%
DKS C -0.53%
K B -0.53%
MODG B -0.51%
MOH D -0.51%
LIVN B -0.51%
YETI F -0.5%
MMSI B -0.5%
PLNT D -0.49%
POOL F -0.46%
RYTM D -0.41%
NARI F -0.41%
MTN F -0.4%
UAA F -0.39%
PEN F -0.39%
PTON D -0.37%
VFC F -0.37%
ACHC F -0.37%
ATRC F -0.33%
CYTK D -0.31%
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