ESIX vs. HART ETF Comparison

Comparison of SPDR S&P SmallCap 600 ESG ETF (ESIX) to IQ Healthy Hearts ETF (HART)
ESIX

SPDR S&P SmallCap 600 ESG ETF

ESIX Description

SPDR S&P SmallCap 600 ESG ETF is an exchange traded fund launched by State Street Global Advisors, Inc. The fund is managed by SSGA Funds Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of small-cap companies. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the S&P SmallCap 600 ESG Index, by using representative sampling technique. SPDR S&P SmallCap 600 ESG ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$33.36

Average Daily Volume

1,557

Number of Holdings *

367

* 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

$31.16

Average Daily Volume

831

Number of Holdings *

47

* may have additional holdings in another (foreign) market
Performance
Period ESIX HART
30 Days 6.82% -3.79%
60 Days 6.05% -5.77%
90 Days 6.01% -6.07%
12 Months 31.00% 13.18%
3 Overlapping Holdings
Symbol Grade Weight in ESIX Weight in HART Overlap
HAYW B 0.25% 0.56% 0.25%
MMSI A 0.66% 0.56% 0.56%
SEM B 0.44% 0.55% 0.44%
ESIX Overweight 364 Positions Relative to HART
Symbol Grade Weight
MLI B 1.14%
LUMN C 0.98%
GKOS B 0.85%
JXN C 0.84%
ATI C 0.78%
SPSC D 0.75%
AWI A 0.75%
ALK B 0.75%
MTH D 0.73%
BMI B 0.72%
COOP B 0.7%
LNC C 0.66%
BCPC B 0.64%
ACIW B 0.64%
MATX C 0.62%
FSS B 0.62%
BCC B 0.61%
DY D 0.6%
GPI B 0.6%
PIPR A 0.59%
ITRI C 0.59%
EAT A 0.58%
RDN D 0.58%
SEE C 0.58%
ACA A 0.57%
MGY A 0.57%
AL B 0.57%
SM B 0.57%
BOX B 0.56%
CTRE C 0.56%
SLG B 0.55%
SHAK C 0.55%
IBP D 0.54%
PECO A 0.53%
ALKS C 0.52%
ITGR B 0.51%
IDCC B 0.51%
AGO B 0.5%
ABCB B 0.5%
SIG B 0.49%
LRN A 0.48%
NSIT F 0.48%
ICUI D 0.47%
MAC B 0.47%
FELE B 0.47%
FTDR B 0.47%
GVA A 0.47%
PLXS B 0.47%
AEIS C 0.47%
MHO D 0.47%
FUL F 0.46%
KFY B 0.45%
CRC A 0.45%
PBH A 0.45%
AROC A 0.44%
SKT A 0.44%
DXC B 0.44%
OGN F 0.44%
TPH D 0.44%
RUSHA C 0.43%
AUB B 0.43%
SITM B 0.43%
FULT A 0.43%
CVCO A 0.43%
VRRM F 0.43%
UCB A 0.43%
REZI A 0.42%
NWL C 0.42%
CATY B 0.42%
WDFC B 0.42%
JBT B 0.42%
PJT A 0.42%
CBU B 0.41%
DORM B 0.41%
CALM A 0.41%
GEO B 0.4%
APLE B 0.39%
NPO A 0.39%
ABM B 0.39%
FHB B 0.39%
SMTC B 0.39%
APAM B 0.38%
HP C 0.38%
HIW C 0.38%
WD D 0.38%
FBP C 0.38%
SMPL B 0.38%
SXT C 0.37%
BXMT C 0.36%
GFF A 0.36%
SHOO F 0.36%
HASI D 0.36%
CWK C 0.36%
AEO F 0.36%
BRC D 0.36%
BOH B 0.35%
BL B 0.35%
AWR B 0.35%
SFNC C 0.35%
DEI B 0.35%
GNW A 0.35%
CARG B 0.35%
ATGE B 0.35%
NMIH C 0.34%
BKU A 0.34%
HUBG A 0.34%
TRN B 0.34%
IOSP C 0.34%
INDB B 0.34%
FORM D 0.34%
TDS B 0.33%
CWT C 0.33%
PTEN C 0.33%
PFS B 0.32%
BFH C 0.32%
SLVM B 0.32%
LCII C 0.32%
PRGS A 0.32%
LXP D 0.31%
UE B 0.31%
PLMR A 0.31%
HBI B 0.31%
FFBC B 0.31%
DV C 0.31%
EPAC C 0.3%
SNEX B 0.3%
PPBI C 0.3%
AGYS A 0.3%
BANR B 0.29%
PAYO A 0.29%
DIOD D 0.29%
VCEL B 0.29%
ACLS F 0.29%
MTX B 0.29%
ARCB C 0.29%
HNI B 0.29%
TBBK B 0.29%
AAP D 0.28%
SBCF B 0.28%
AZZ A 0.28%
AKR B 0.28%
STRA C 0.27%
CCS D 0.27%
YELP C 0.27%
BANF B 0.27%
MYRG B 0.27%
CPRX C 0.27%
KLIC B 0.27%
CAKE C 0.26%
KWR C 0.26%
HI C 0.26%
RNST B 0.26%
PINC B 0.26%
IBTX B 0.26%
BANC B 0.25%
TFIN B 0.25%
ADUS D 0.25%
CNMD C 0.25%
KMT B 0.25%
ROCK C 0.25%
EVTC B 0.25%
PSMT D 0.25%
ROIC A 0.25%
UFPT C 0.25%
CWEN C 0.25%
EXTR C 0.24%
JBLU F 0.24%
LGND C 0.24%
B A 0.24%
OMCL C 0.24%
VIAV C 0.24%
ENR B 0.24%
OFG B 0.23%
SHO D 0.23%
STC B 0.23%
ALG B 0.23%
VYX B 0.23%
PRG C 0.23%
OI C 0.23%
KSS F 0.23%
FBK C 0.22%
RAMP B 0.22%
FL F 0.22%
CASH B 0.22%
GBX A 0.22%
LZB B 0.21%
DRH B 0.21%
NBHC C 0.21%
FCF B 0.21%
CHCO B 0.21%
TNDM D 0.21%
ROG D 0.2%
APOG C 0.2%
LKFN C 0.2%
CENTA C 0.19%
MLKN F 0.19%
WKC C 0.19%
SONO C 0.19%
BHE C 0.19%
EPC F 0.19%
AMPH F 0.19%
TRUP B 0.19%
WWW A 0.19%
WGO C 0.19%
VECO F 0.18%
VRTS B 0.18%
SCL C 0.18%
PZZA F 0.18%
NTCT C 0.18%
SJW F 0.18%
STBA B 0.18%
HOPE C 0.18%
DFIN D 0.18%
NWN A 0.18%
KN B 0.18%
CUBI B 0.18%
TNC D 0.18%
DVAX C 0.18%
TRIP F 0.18%
NGVT B 0.18%
LTC B 0.18%
HMN B 0.18%
XHR B 0.17%
CSGS B 0.17%
DNOW B 0.17%
PDCO F 0.17%
ANDE D 0.17%
AMWD C 0.17%
THS D 0.17%
UPBD B 0.17%
HLIT D 0.16%
XNCR B 0.16%
NX C 0.16%
HLX B 0.16%
ELME D 0.16%
MYGN F 0.16%
VRE B 0.16%
PEB D 0.16%
TILE B 0.16%
HTH C 0.16%
TALO C 0.16%
EIG B 0.15%
KW C 0.15%
UNIT B 0.15%
UNFI A 0.15%
JBGS F 0.15%
WT A 0.15%
USPH B 0.15%
THRM F 0.15%
TGI B 0.15%
ALEX B 0.15%
STAA F 0.15%
LNN B 0.15%
SBH C 0.15%
DCOM B 0.14%
DEA D 0.14%
WOR F 0.14%
CRK B 0.14%
SAFT B 0.14%
BHLB B 0.14%
AAT B 0.14%
HRMY D 0.14%
KALU C 0.14%
MD C 0.14%
ECPG C 0.13%
PFBC B 0.13%
NVEE F 0.13%
CARS C 0.13%
ALGT B 0.13%
QNST B 0.13%
FDP B 0.13%
ARLO C 0.13%
CERT F 0.13%
COHU C 0.13%
NAVI F 0.13%
MSEX C 0.13%
AORT B 0.12%
CENX B 0.12%
DAN D 0.12%
CAL F 0.12%
AMSF B 0.12%
FBRT D 0.12%
CBRL C 0.12%
SDGR C 0.12%
CSR B 0.12%
PBI B 0.12%
SCSC C 0.12%
OXM F 0.12%
PMT C 0.12%
LPG F 0.11%
COLL F 0.11%
SBSI C 0.11%
MMI C 0.11%
UTL B 0.11%
SXC A 0.11%
PARR F 0.11%
VVI C 0.11%
XRX F 0.11%
RCUS F 0.1%
HFWA C 0.1%
PRAA D 0.1%
JACK C 0.1%
ODP F 0.1%
VTOL B 0.1%
OMI F 0.1%
TMP B 0.1%
HSII B 0.1%
EGBN B 0.1%
CWEN C 0.1%
CLB B 0.1%
AMN F 0.1%
RWT D 0.1%
BDN C 0.1%
ASIX B 0.09%
JBSS F 0.09%
KOP C 0.09%
CPF B 0.09%
BJRI C 0.09%
HAYN A 0.09%
PRA C 0.09%
EMBC C 0.09%
WNC C 0.09%
MNRO D 0.09%
AVNS F 0.09%
EYE C 0.09%
VTLE C 0.09%
MATW C 0.08%
AXL C 0.08%
GPRE F 0.08%
MGPI F 0.08%
SMP C 0.08%
PCRX C 0.08%
SEDG F 0.08%
HAFC B 0.08%
FWRD D 0.08%
VIR D 0.08%
HAIN D 0.07%
AMBC C 0.07%
SPTN D 0.07%
NBR C 0.07%
WSR A 0.07%
INN D 0.07%
TRST B 0.07%
THRY D 0.06%
GES F 0.06%
UFCS A 0.06%
NVRI D 0.06%
HPP F 0.06%
IRWD F 0.06%
SHEN F 0.06%
MTUS C 0.06%
GDOT D 0.06%
USNA C 0.05%
KELYA F 0.05%
BGS F 0.05%
GOGO C 0.05%
PAHC C 0.05%
RGNX D 0.05%
LESL D 0.05%
CNSL C 0.04%
CENT C 0.04%
FLGT F 0.04%
WRLD C 0.04%
CRSR C 0.03%
ESIX Underweight 44 Positions Relative to HART
Symbol Grade Weight
GOOGL C -5.73%
ABT B -5.42%
UNH B -5.36%
AAPL C -5.32%
JNJ C -4.88%
PFE F -4.79%
NVS F -4.63%
LLY F -4.37%
BSX A -3.33%
BMY B -3.08%
MDT D -2.86%
ELV F -2.44%
NKE F -2.33%
HCA F -1.67%
EW C -1.02%
GIS D -0.94%
PTON A -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 C -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%
EHC B -0.58%
UTHR C -0.57%
COLM C -0.56%
LIVN F -0.55%
POOL C -0.54%
MTN C -0.52%
THC D -0.52%
BEAM D -0.52%
CYTK F -0.51%
MOH F -0.47%
DKS D -0.45%
MODG F -0.44%
ACHC F -0.26%
Compare ETFs