HART vs. ESIX ETF Comparison

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

$33.26

Average Daily Volume

907

Number of Holdings *

45

* may have additional holdings in another (foreign) market
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

$31.07

Average Daily Volume

3,726

Number of Holdings *

369

* may have additional holdings in another (foreign) market
Performance
Period HART ESIX
30 Days 2.55% 1.65%
60 Days 6.50% 0.46%
90 Days 7.89% 8.01%
12 Months 20.43% 21.74%
3 Overlapping Holdings
Symbol Grade Weight in HART Weight in ESIX Overlap
HAYW D 0.44% 0.21% 0.21%
MMSI A 0.55% 0.69% 0.55%
SEM D 0.47% 0.44% 0.44%
HART Overweight 42 Positions Relative to ESIX
Symbol Grade Weight
UNH C 5.56%
AAPL D 5.43%
ABT B 5.35%
LLY C 5.34%
JNJ B 5.26%
NVS B 5.23%
PFE C 4.77%
GOOGL D 4.19%
ELV B 3.04%
BSX B 2.94%
MDT B 2.87%
BMY C 2.34%
NKE D 2.2%
HCA A 1.78%
GIS B 0.99%
EW D 0.97%
CNC C 0.95%
GRMN D 0.68%
RYTM C 0.65%
K A 0.62%
VFC C 0.61%
PLNT B 0.6%
UTHR C 0.58%
ATRC D 0.57%
DECK C 0.56%
THC B 0.55%
PTON C 0.55%
ONON A 0.54%
CYTK D 0.52%
PNR A 0.52%
MOH C 0.52%
ACHC C 0.52%
EHC B 0.5%
PEN D 0.49%
UAA C 0.48%
BEAM F 0.48%
POOL C 0.45%
MTN D 0.44%
NARI F 0.43%
DKS D 0.43%
LIVN D 0.37%
MODG F 0.28%
HART Underweight 366 Positions Relative to ESIX
Symbol Grade Weight
ENSG A -1.03%
FN D -0.95%
MLI B -0.93%
ATI D -0.93%
MTH B -0.85%
SPSC D -0.84%
GKOS D -0.77%
BMI A -0.71%
COOP B -0.69%
LUMN C -0.67%
JXN B -0.66%
NSIT C -0.66%
BCPC C -0.65%
AWI C -0.65%
DY C -0.65%
FSS D -0.63%
OGN C -0.63%
RDN C -0.62%
ALK C -0.61%
ACIW B -0.6%
BCC C -0.59%
IBP C -0.59%
LNC D -0.59%
BOX A -0.58%
SEE D -0.58%
ITRI C -0.56%
SM F -0.55%
ALKS C -0.55%
PECO B -0.55%
GPI B -0.54%
VRRM D -0.54%
SLG B -0.53%
MATX C -0.53%
AL D -0.53%
MHO B -0.52%
FUL D -0.52%
CTRE A -0.52%
MGY D -0.51%
ITGR B -0.5%
ACA C -0.5%
PIPR B -0.49%
AGO C -0.48%
TPH C -0.48%
FELE D -0.46%
ABCB B -0.46%
HASI B -0.46%
FTDR B -0.45%
SHAK C -0.45%
DXC C -0.45%
AEIS D -0.44%
KFY B -0.44%
ICUI B -0.43%
AEO F -0.43%
PBH B -0.43%
MAC B -0.42%
WD B -0.42%
SIG C -0.42%
SKT B -0.41%
WDFC C -0.41%
PLXS B -0.41%
UCBI B -0.41%
FORM F -0.41%
HIW A -0.41%
FBP D -0.4%
IDCC B -0.4%
ACLS F -0.4%
AUB C -0.4%
GVA B -0.39%
APLE D -0.39%
BXMT C -0.39%
BRC B -0.39%
ABM D -0.38%
LRN B -0.38%
CVCO B -0.38%
SXT D -0.38%
NMIH B -0.38%
FULT D -0.38%
SHOO B -0.37%
CWT A -0.37%
HP F -0.37%
SMPL D -0.37%
CRC C -0.37%
DORM B -0.37%
EAT B -0.37%
NPO D -0.37%
CBU C -0.36%
RUSHA C -0.36%
CATY C -0.36%
AWR B -0.36%
DIOD F -0.35%
FHB C -0.35%
LXP B -0.35%
APAM C -0.34%
CALM B -0.34%
AROC D -0.34%
LCII C -0.34%
GNW B -0.34%
JBT D -0.33%
HUBG C -0.33%
TNDM C -0.33%
NWL C -0.33%
SMTC C -0.32%
PJT C -0.32%
IOSP D -0.32%
DEI A -0.32%
PRFT A -0.32%
ATGE D -0.32%
REZI D -0.32%
CCS B -0.32%
SFNC B -0.31%
SLVM B -0.31%
BKU C -0.31%
UE B -0.3%
BOH C -0.3%
TRN C -0.3%
SITM C -0.3%
CWK B -0.3%
BL D -0.3%
INDB C -0.3%
PRGS B -0.3%
DV F -0.3%
MYGN C -0.29%
PTEN F -0.29%
TBBK B -0.29%
PLMR B -0.28%
PFS C -0.28%
ADUS B -0.28%
AAP F -0.28%
ARCB D -0.28%
AKR B -0.28%
MTX F -0.28%
CWEN A -0.28%
GFF C -0.28%
FFBC C -0.28%
HNI C -0.28%
AZZ D -0.27%
TDS B -0.27%
CNMD D -0.27%
PPBI D -0.27%
KWR D -0.27%
YELP F -0.27%
SNEX C -0.26%
PSMT B -0.26%
EPAC B -0.26%
CARG B -0.26%
HBI B -0.26%
CPRX B -0.26%
KLIC D -0.26%
SBCF C -0.26%
SHO D -0.25%
STRA D -0.25%
AGYS D -0.25%
PINC C -0.25%
UFPT C -0.25%
EVTC D -0.25%
KSS F -0.25%
VCEL F -0.25%
IBTX B -0.24%
KMT B -0.24%
OMCL C -0.24%
FL D -0.24%
RNST D -0.24%
ROCK D -0.24%
OFG C -0.24%
HI F -0.23%
MLKN D -0.23%
JBLU D -0.23%
BANR B -0.23%
ENR D -0.23%
BANC C -0.23%
STC B -0.23%
ROIC B -0.23%
THS C -0.23%
PRG B -0.23%
EXTR C -0.22%
ALG D -0.22%
EPC F -0.22%
VIAV D -0.22%
OI D -0.22%
SJW C -0.21%
TALO F -0.21%
VECO F -0.21%
AMPH C -0.21%
TNC D -0.21%
LZB C -0.21%
CENTA D -0.21%
DRH C -0.21%
B D -0.21%
LGND C -0.21%
WGO D -0.2%
DFIN B -0.2%
AMN F -0.2%
LTC B -0.2%
RAMP F -0.2%
PDCO D -0.2%
ROG D -0.2%
CASH B -0.2%
FCF C -0.2%
GEO D -0.2%
CHCO B -0.2%
CAKE D -0.2%
TRUP B -0.19%
MYRG F -0.19%
FBK B -0.19%
STBA C -0.19%
PZZA D -0.19%
HLIT C -0.19%
LKFN C -0.19%
BHE C -0.18%
HTH C -0.18%
THRM D -0.18%
STAA F -0.18%
JBGS B -0.18%
KN D -0.18%
NWN B -0.18%
PEB D -0.18%
SCL D -0.18%
BANF B -0.18%
NBHC D -0.18%
CUBI F -0.17%
HMN C -0.17%
APOG C -0.17%
DEA B -0.17%
SONO F -0.17%
NTCT D -0.17%
GBX C -0.17%
DVAX D -0.17%
ALEX B -0.17%
HOPE C -0.17%
TRIP F -0.17%
ANDE D -0.17%
CSGS C -0.16%
MGPI C -0.16%
VRTS D -0.16%
LNN C -0.16%
XNCR C -0.16%
AMWD C -0.16%
HLX F -0.16%
WOR F -0.16%
XHR C -0.16%
DAN F -0.15%
CAL F -0.15%
PMT C -0.15%
SAFT C -0.15%
DNOW D -0.15%
UNIT C -0.15%
KW C -0.15%
OXM D -0.15%
SBH C -0.15%
USPH F -0.15%
AAT B -0.15%
SEDG F -0.14%
SDGR F -0.14%
XRX F -0.14%
COHU D -0.14%
NGVT F -0.14%
NVEE F -0.14%
EIG B -0.14%
NX D -0.14%
NAVI C -0.14%
CERT F -0.14%
LPG F -0.14%
HRMY B -0.14%
COLL C -0.14%
FWRD C -0.13%
CSR C -0.13%
AVNS B -0.13%
CARS D -0.13%
TILE B -0.13%
BHLB C -0.13%
WWW B -0.13%
SCSC D -0.13%
MSEX C -0.13%
KALU D -0.13%
OMI D -0.13%
ECPG C -0.13%
ARLO F -0.13%
PARR F -0.12%
QNST C -0.12%
SGH F -0.12%
RWT A -0.12%
PBI D -0.12%
TGI F -0.12%
EMBC C -0.11%
AMSF C -0.11%
CWEN A -0.11%
SBSI C -0.11%
ODP F -0.11%
UTL B -0.11%
MMI C -0.11%
FDP B -0.11%
CRK D -0.11%
PFBC C -0.11%
RCUS C -0.11%
CBRL F -0.1%
JBSS F -0.1%
GPRE F -0.1%
EYE F -0.1%
JACK F -0.1%
WNC F -0.1%
DCOM B -0.1%
VTOL D -0.1%
UNFI C -0.1%
BDN B -0.1%
MD C -0.1%
HSII C -0.09%
SPTN C -0.09%
ASIX C -0.09%
MNRO D -0.09%
HFWA C -0.09%
HAYN D -0.09%
NVRI D -0.09%
KOP F -0.09%
PRAA F -0.09%
CLB D -0.09%
PRA C -0.08%
SXC F -0.08%
BGS D -0.08%
VVI D -0.08%
AXL F -0.08%
CENX D -0.08%
BJRI D -0.08%
KELYA D -0.08%
INN C -0.08%
TMP C -0.08%
MATW F -0.08%
HAIN D -0.08%
CPF B -0.08%
VIR F -0.08%
SHEN F -0.08%
HAFC C -0.07%
THRY D -0.07%
RGNX D -0.07%
NBR F -0.07%
SMP C -0.07%
ALGT F -0.07%
MTUS F -0.07%
PCRX F -0.07%
WSR D -0.07%
HPP F -0.07%
EGBN C -0.07%
TRST C -0.07%
IRWD F -0.07%
GOGO F -0.06%
AMBC F -0.06%
CVGW B -0.06%
GDOT C -0.06%
LESL F -0.06%
GES F -0.06%
USNA F -0.05%
PAHC B -0.05%
UFCS D -0.05%
FLGT D -0.05%
CCRN F -0.05%
DIN F -0.05%
VREX F -0.05%
CLW F -0.05%
CNSL A -0.04%
HVT D -0.04%
CENT D -0.04%
WRLD D -0.04%
NUS F -0.04%
CRSR F -0.03%
MERC F -0.03%
CMP F -0.03%
MOV F -0.03%
Compare ETFs