DON vs. HART ETF Comparison

Comparison of WisdomTree MidCap Dividend Fund (DON) to IQ Healthy Hearts ETF (HART)
DON

WisdomTree MidCap Dividend Fund

DON Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree MidCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of the mid-capitalization segment of the U.S. dividend-paying market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$55.04

Average Daily Volume

128,338

Number of Holdings *

328

* 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 DON HART
30 Days 7.60% -2.58%
60 Days 8.28% -4.83%
90 Days 10.47% -5.44%
12 Months 34.24% 13.94%
5 Overlapping Holdings
Symbol Grade Weight in DON Weight in HART Overlap
COLM B 0.17% 0.56% 0.17%
DKS C 0.47% 0.45% 0.45%
EHC B 0.2% 0.58% 0.2%
MTN C 0.33% 0.52% 0.33%
POOL C 0.24% 0.54% 0.24%
DON Overweight 323 Positions Relative to HART
Symbol Grade Weight
VST B 2.22%
IP B 1.22%
PKG A 1.15%
CRBG B 1.09%
SYF B 0.98%
VTRS A 0.95%
SNA A 0.93%
CG A 0.91%
EVRG A 0.9%
FNF B 0.86%
PNW B 0.84%
NRG B 0.83%
EQT B 0.81%
EWBC A 0.8%
CAG D 0.77%
TPR B 0.74%
NI A 0.74%
WPC D 0.71%
JEF A 0.7%
OGE B 0.69%
LNT A 0.68%
CMA A 0.68%
ORI A 0.67%
LUV C 0.65%
GLPI C 0.65%
CNA B 0.64%
UNM A 0.63%
MAA B 0.63%
UI A 0.63%
BEN C 0.63%
RGA A 0.61%
LAMR D 0.61%
DTM B 0.61%
MAS D 0.61%
CUBE D 0.6%
AM A 0.6%
ESS B 0.59%
SWK D 0.59%
CPB D 0.59%
WSM B 0.59%
EMN D 0.58%
EQH B 0.58%
JXN C 0.57%
OWL A 0.56%
WSO A 0.55%
OMF A 0.54%
GEN B 0.54%
INGR B 0.53%
IPG D 0.53%
ALLY C 0.53%
SJM D 0.52%
KIM A 0.52%
ZION B 0.51%
SNV B 0.5%
LNC B 0.5%
SW A 0.5%
HRB D 0.5%
TXRH C 0.5%
COLB A 0.49%
UDR B 0.49%
CF B 0.47%
CHRW C 0.47%
TPL A 0.46%
JNPR F 0.46%
WBS A 0.46%
NNN D 0.46%
WTRG B 0.45%
ACI C 0.45%
LII A 0.45%
TAP C 0.44%
CHRD D 0.44%
CFR B 0.43%
NFG A 0.43%
OVV B 0.43%
SSNC B 0.41%
UGI A 0.4%
RL B 0.4%
CIVI D 0.4%
FRT B 0.4%
RPM A 0.4%
LDOS C 0.4%
BRX A 0.39%
AIZ A 0.38%
RDN C 0.38%
SF B 0.38%
HOMB A 0.38%
AFG A 0.37%
MTG C 0.37%
ALSN B 0.37%
WAL B 0.37%
OZK B 0.36%
FLO D 0.36%
DPZ C 0.36%
PB A 0.36%
TOL B 0.35%
REG B 0.35%
LKQ D 0.35%
SON D 0.35%
CSL C 0.35%
OC A 0.35%
EVR B 0.34%
WU D 0.34%
CADE B 0.33%
LECO B 0.33%
HST C 0.33%
FLS B 0.33%
DINO D 0.33%
FNB A 0.32%
GBCI B 0.32%
UBSI B 0.32%
MLI C 0.31%
SWX B 0.31%
VLY B 0.31%
SCI B 0.31%
BOKF B 0.31%
BPOP B 0.31%
GPK C 0.31%
PAG B 0.3%
CPT B 0.3%
WH B 0.3%
WEN D 0.3%
DCI B 0.3%
GAP C 0.3%
FAF A 0.3%
EME C 0.3%
SEIC B 0.3%
POR C 0.29%
IEX B 0.29%
HLNE B 0.29%
SSB B 0.29%
FOXA B 0.29%
WTFC A 0.29%
NXST C 0.29%
ONB B 0.29%
R B 0.28%
ITT A 0.28%
BWXT B 0.28%
ATR B 0.28%
CBT C 0.27%
REYN D 0.27%
CBSH A 0.27%
IDA A 0.27%
FOX A 0.27%
HLI B 0.27%
PRI A 0.27%
ACT D 0.26%
APA D 0.26%
VOYA B 0.26%
MSM C 0.26%
MOS F 0.26%
RLI B 0.25%
NJR A 0.25%
LSTR D 0.24%
RHI B 0.24%
IBKR A 0.24%
GNTX C 0.23%
M D 0.23%
NDSN B 0.23%
ALB C 0.23%
GGG B 0.23%
FIX A 0.22%
BBWI D 0.22%
HII D 0.22%
KBH D 0.22%
JKHY D 0.22%
JBL B 0.22%
FFIN B 0.22%
CE F 0.21%
CASY A 0.21%
ADTN A 0.21%
AOS F 0.21%
THG A 0.21%
TER D 0.21%
SNX C 0.21%
LANC C 0.21%
AWI A 0.2%
AIT A 0.2%
ARMK B 0.2%
ACM A 0.2%
STAG F 0.2%
TKR D 0.2%
SEE C 0.19%
UFPI B 0.19%
AVT C 0.19%
MORN B 0.19%
CWEN C 0.19%
TTC D 0.19%
LPX B 0.19%
CW B 0.18%
BYD C 0.18%
AMH D 0.18%
RGLD C 0.18%
BERY B 0.18%
HUN F 0.18%
MUR D 0.18%
NEU C 0.18%
RRX B 0.18%
ESI A 0.17%
PR B 0.17%
MAN D 0.17%
MGY A 0.17%
NYT C 0.17%
PAYC B 0.17%
CCK C 0.17%
ELS C 0.17%
OSK B 0.17%
FBIN D 0.17%
AL B 0.17%
LEA D 0.17%
PNFP B 0.17%
CHH A 0.17%
BSY D 0.17%
SLGN A 0.16%
GL B 0.16%
BWA D 0.16%
SAIC F 0.16%
MKTX D 0.16%
BC C 0.16%
IPAR B 0.16%
CHX C 0.16%
RHP B 0.16%
AEO F 0.16%
LW C 0.16%
THO B 0.16%
NWSA B 0.16%
FG B 0.16%
PII D 0.16%
GATX A 0.16%
SIGI C 0.16%
UHS D 0.16%
WWD B 0.15%
TPX B 0.15%
MUSA A 0.15%
GOLF B 0.15%
DNB B 0.15%
HOG D 0.15%
AGCO D 0.15%
CMC B 0.15%
EXP A 0.15%
WCC B 0.15%
AAON B 0.15%
TKO B 0.14%
CHDN B 0.14%
TECH D 0.14%
LAD A 0.14%
EDR A 0.14%
TTEK F 0.14%
MDU D 0.14%
KNSL B 0.14%
MTDR B 0.14%
MKSI C 0.13%
RRC B 0.13%
DLB B 0.13%
PBF D 0.13%
KBR F 0.13%
COKE C 0.13%
OLN D 0.13%
VMI B 0.13%
CC C 0.13%
AYI B 0.13%
DLN A 0.13%
WMS D 0.13%
SM B 0.13%
FELE B 0.12%
WING D 0.12%
PTEN C 0.12%
BMI B 0.12%
IBP D 0.12%
CR A 0.12%
ZWS B 0.12%
BCC B 0.11%
LFUS F 0.11%
MMS F 0.11%
AMKR D 0.11%
EGP F 0.11%
EXPO D 0.11%
CHE D 0.11%
REXR F 0.11%
WTS B 0.11%
ASH D 0.11%
SSD D 0.11%
MSA D 0.11%
TFX F 0.11%
NSP D 0.11%
MOG.A B 0.1%
PEGA A 0.1%
PFSI D 0.1%
NWS B 0.1%
BRKR D 0.1%
ENSG D 0.1%
X C 0.1%
OLED D 0.1%
NOV C 0.1%
FR C 0.09%
HXL D 0.09%
SNDR B 0.09%
FSS B 0.09%
MTH D 0.09%
H B 0.09%
LEVI F 0.09%
ADC B 0.09%
XRAY F 0.09%
ESAB B 0.09%
VNT B 0.08%
CWEN C 0.08%
COLD D 0.08%
BCPC B 0.08%
FUL F 0.08%
GPI A 0.08%
AMG B 0.08%
TRNO F 0.07%
DDS B 0.07%
ORA B 0.07%
PVH C 0.07%
IRDM D 0.07%
PECO A 0.06%
RYN D 0.06%
POWI D 0.06%
ASO F 0.05%
KRC C 0.05%
CNXC F 0.04%
SEB F 0.04%
NFE D 0.02%
DON Underweight 42 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%
UAA C -0.68%
RYTM C -0.67%
IRTC D -0.63%
PLNT A -0.63%
PNR A -0.63%
PEN B -0.62%
NARI C -0.61%
K A -0.6%
ONON A -0.6%
VFC C -0.59%
UTHR C -0.57%
MMSI B -0.56%
HAYW B -0.56%
SEM B -0.55%
LIVN F -0.55%
THC D -0.52%
BEAM D -0.52%
CYTK F -0.51%
MOH F -0.47%
MODG F -0.44%
ACHC F -0.26%
Compare ETFs