BATT vs. HART ETF Comparison

Comparison of Amplify Advanced Battery Metals and Materials ETF (BATT) to IQ Healthy Hearts ETF (HART)
BATT

Amplify Advanced Battery Metals and Materials ETF

BATT Description

The investment seeks to provide current income as its primary investment objective and to provide capital appreciation as its secondary investment objective. Under normal circumstances, the fund invests at least 80% of its total assets in dividend-paying U.S. exchange-traded equity securities ("Equity Securities") and will opportunistically utilize an "option strategy" consisting of writing (selling) U.S. exchange-traded covered call options on such Equity Securities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$9.70

Average Daily Volume

45,712

Number of Holdings *

22

* 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

$32.79

Average Daily Volume

823

Number of Holdings *

47

* may have additional holdings in another (foreign) market
Performance
Period BATT HART
30 Days 16.10% -1.98%
60 Days 18.18% 3.94%
90 Days 7.74% 7.08%
12 Months -9.36% 24.07%
0 Overlapping Holdings
Symbol Grade Weight in BATT Weight in HART Overlap
BATT Overweight 22 Positions Relative to HART
Symbol Grade Weight
TSLA C 6.13%
LI C 1.78%
ALB D 1.55%
NIO B 1.28%
SQM D 1.18%
MP B 1.13%
EOSE B 1.12%
XPEV B 1.11%
PSNY D 1.11%
FLNC C 1.11%
ENS D 0.99%
RIVN F 0.81%
BE F 0.81%
QS F 0.79%
IE D 0.77%
PLUG D 0.71%
TMC D 0.67%
LCID D 0.64%
SEDG F 0.63%
ENVX D 0.63%
CHPT F 0.58%
BLNK F 0.28%
BATT Underweight 47 Positions Relative to HART
Symbol Grade Weight
PFE D -5.05%
GOOGL B -5.04%
ABT B -5.03%
AAPL C -5.02%
JNJ D -4.92%
UNH B -4.92%
NVS D -4.85%
LLY D -4.79%
BSX A -3.0%
ELV F -2.96%
MDT B -2.82%
NKE D -2.6%
BMY B -2.5%
HCA B -1.85%
GIS C -1.01%
EW F -0.96%
CNC F -0.95%
GRMN D -0.67%
DECK B -0.59%
K B -0.57%
UAA B -0.57%
ONON C -0.56%
PNR C -0.56%
RYTM C -0.55%
ATRC C -0.55%
PTON C -0.54%
EHC B -0.53%
MODG F -0.53%
POOL B -0.53%
VFC B -0.53%
PLNT B -0.52%
MTN D -0.52%
LIVN B -0.52%
MMSI C -0.51%
IRTC F -0.51%
COLM B -0.51%
UTHR C -0.5%
THC C -0.5%
HAYW B -0.5%
MOH D -0.49%
NARI F -0.48%
BEAM F -0.48%
PEN D -0.48%
SEM D -0.48%
CYTK F -0.47%
ACHC F -0.47%
DKS D -0.46%
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