HART vs. ETHO ETF Comparison

Comparison of IQ Healthy Hearts ETF (HART) to Etho Climate Leadership U.S. ETF (ETHO)
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

$31.08

Average Daily Volume

839

Number of Holdings *

47

* may have additional holdings in another (foreign) market
ETHO

Etho Climate Leadership U.S. ETF

ETHO Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Etho Climate Leadership Index - US (the "index"). The index tracks the performance of the equity securities of a diversified set of U.S. companies that are leaders in their industry with respect to their carbon impact. "Carbon impact" is calculated based on the total greenhouse gas ("GHG") emissions from a company's operations, fuel use, supply chain, and business activities, divided by the company's market capitalization. The fund will invest at least 80% of its total assets in the component securities of the index.

Grade (RS Rating)

Last Trade

$62.54

Average Daily Volume

5,203

Number of Holdings *

285

* may have additional holdings in another (foreign) market
Performance
Period HART ETHO
30 Days -4.08% 2.79%
60 Days -5.99% 2.97%
90 Days -5.17% 5.88%
12 Months 13.48% 21.26%
11 Overlapping Holdings
Symbol Grade Weight in HART Weight in ETHO Overlap
AAPL C 5.32% 0.42% 0.42%
ATRC C 0.72% 0.38% 0.38%
COLM C 0.56% 0.34% 0.34%
CYTK D 0.51% 0.26% 0.26%
DECK A 0.69% 0.37% 0.37%
EW C 1.02% 0.23% 0.23%
MMSI A 0.56% 0.43% 0.43%
PEN B 0.62% 0.34% 0.34%
PFE F 4.79% 0.32% 0.32%
PLNT A 0.63% 0.5% 0.5%
UTHR C 0.57% 0.56% 0.56%
HART Overweight 36 Positions Relative to ETHO
Symbol Grade Weight
GOOGL B 5.73%
ABT B 5.42%
UNH B 5.36%
JNJ D 4.88%
NVS D 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%
GIS D 0.94%
PTON B 0.91%
GRMN B 0.85%
CNC F 0.79%
UAA C 0.68%
RYTM C 0.67%
IRTC C 0.63%
PNR B 0.63%
NARI C 0.61%
K A 0.6%
ONON B 0.6%
VFC C 0.59%
EHC B 0.58%
HAYW B 0.56%
SEM B 0.55%
LIVN D 0.55%
POOL D 0.54%
MTN C 0.52%
THC C 0.52%
BEAM D 0.52%
MOH F 0.47%
DKS D 0.45%
MODG F 0.44%
ACHC F 0.26%
HART Underweight 274 Positions Relative to ETHO
Symbol Grade Weight
SFM B -0.73%
AGIO C -0.65%
TSLA B -0.61%
LITE B -0.6%
VCYT B -0.58%
ALNY D -0.57%
FTDR A -0.56%
IDCC B -0.56%
SASR B -0.55%
HLNE B -0.55%
PIPR B -0.54%
TWLO A -0.53%
COLB B -0.53%
NVDA A -0.52%
PODD B -0.51%
CARG B -0.51%
GDDY A -0.51%
GKOS A -0.49%
AAON B -0.49%
PTGX D -0.48%
CAC B -0.48%
TMUS B -0.48%
EXEL B -0.48%
MATX B -0.48%
EXTR C -0.47%
SMAR A -0.47%
BKU A -0.47%
CPRX C -0.46%
BMI B -0.45%
BKNG A -0.45%
CAKE B -0.44%
CBSH B -0.44%
LQDT B -0.44%
ANET D -0.44%
NFLX A -0.44%
NOW B -0.44%
DOCU B -0.44%
FFBC B -0.43%
CNS B -0.43%
FHN B -0.43%
MOD B -0.43%
DFS B -0.43%
ASB B -0.42%
BRC C -0.42%
INGR B -0.42%
ZM B -0.42%
CMA B -0.42%
FFIV A -0.42%
PYPL B -0.42%
HWC B -0.42%
EPRT A -0.41%
FIBK A -0.41%
NYT D -0.41%
AXP B -0.41%
BOH B -0.41%
TGNA B -0.41%
BOKF B -0.41%
LII A -0.41%
WTFC B -0.41%
AAT A -0.41%
MSEX B -0.41%
HBAN B -0.41%
BRO B -0.41%
BOX B -0.4%
TTWO A -0.4%
EA A -0.4%
KEY B -0.4%
VRSK A -0.4%
HNI A -0.4%
LAD B -0.4%
AWR B -0.39%
URI B -0.39%
TXN C -0.39%
LPLA A -0.39%
PPBI B -0.39%
WBS A -0.39%
AJG A -0.39%
TJX A -0.39%
CSCO B -0.39%
ADSK A -0.39%
PAYX B -0.39%
ATEN A -0.39%
BE A -0.39%
ATR B -0.39%
AUB B -0.39%
NTNX B -0.38%
SSNC C -0.38%
DAY B -0.38%
RUSHA B -0.38%
DEA D -0.38%
ITGR B -0.38%
NMIH C -0.38%
VRTX D -0.38%
GWW B -0.38%
PRI B -0.38%
CTS C -0.38%
RMD C -0.38%
TRMB B -0.37%
BUSE B -0.37%
REZI A -0.37%
CRM B -0.37%
NTAP C -0.37%
ESI B -0.37%
PFGC B -0.37%
PAYC B -0.37%
BCPC B -0.37%
LZB B -0.37%
DBX C -0.37%
BURL B -0.37%
CWT C -0.37%
JBT A -0.37%
DT D -0.37%
IT C -0.37%
CARS C -0.36%
INFN D -0.36%
OMF A -0.36%
BERY C -0.36%
V A -0.36%
HUBS A -0.36%
SCSC B -0.36%
VOYA B -0.36%
RL C -0.36%
ABG B -0.36%
PFSI D -0.36%
AMGN D -0.35%
TPH D -0.35%
HAE C -0.35%
ADI D -0.35%
OMC D -0.35%
CSGS B -0.35%
AWK C -0.35%
MA B -0.35%
INTU B -0.35%
MSCI C -0.35%
ZS C -0.35%
DDOG A -0.34%
NTCT C -0.34%
KR B -0.34%
LFUS D -0.34%
RARE F -0.34%
ZTS D -0.34%
SHOO D -0.34%
YETI D -0.34%
ADBE D -0.34%
PINC B -0.34%
GIII F -0.34%
GEF A -0.34%
OZK B -0.34%
VEEV C -0.33%
JKHY D -0.33%
MSFT D -0.33%
AGNC C -0.33%
WDAY C -0.33%
MTH D -0.33%
ITW B -0.33%
VZ C -0.33%
XHR B -0.33%
FELE B -0.33%
PTC B -0.33%
CMG C -0.33%
CHD A -0.33%
WRB A -0.33%
SCS B -0.33%
AMTB B -0.33%
KMB C -0.33%
NOVT D -0.32%
BZH C -0.32%
VRSN D -0.32%
TTGT C -0.32%
CGNX D -0.32%
KRO F -0.32%
RHI C -0.32%
HASI F -0.32%
ROK B -0.32%
CDNS B -0.32%
WTS B -0.32%
ANSS B -0.32%
APLE B -0.32%
RHP B -0.32%
OLED F -0.32%
TER F -0.31%
NDSN C -0.31%
LCII C -0.31%
QCOM F -0.31%
SHO D -0.31%
PARA D -0.31%
SYY D -0.31%
VVV D -0.31%
ROST D -0.31%
XYL D -0.31%
PSTG F -0.31%
ESNT D -0.31%
FC F -0.31%
BL C -0.31%
THR B -0.3%
MSA D -0.3%
SIGI C -0.3%
KLAC F -0.3%
CASS B -0.3%
POWI D -0.29%
AMAT F -0.29%
MPWR F -0.29%
EPC F -0.29%
EPAM C -0.29%
PLD D -0.29%
ALLY C -0.29%
NBIX C -0.29%
IPG D -0.29%
ALG C -0.28%
GPN C -0.28%
VAC C -0.28%
ELAN D -0.28%
IONS F -0.28%
ROG D -0.28%
RMBS C -0.28%
SITE F -0.27%
MDB C -0.27%
MYRG C -0.27%
MKSI C -0.27%
REXR F -0.27%
IPGP D -0.27%
USNA C -0.27%
GNTX F -0.27%
SCL D -0.27%
LEVI F -0.27%
FND D -0.26%
IDXX F -0.26%
MXL C -0.26%
AMKR F -0.26%
THS F -0.26%
AOS F -0.26%
RGEN D -0.26%
THRM F -0.25%
LRCX F -0.25%
BMRN F -0.25%
AMD F -0.25%
COHU D -0.25%
ETSY D -0.25%
CDW F -0.24%
TREX C -0.24%
TPIC F -0.24%
IRBT F -0.24%
EXAS D -0.24%
DENN D -0.24%
MRK F -0.24%
ENTG F -0.24%
OKTA D -0.24%
ARWR D -0.24%
MOV D -0.23%
HVT F -0.22%
LEA F -0.22%
CROX F -0.22%
CRI F -0.21%
LSCC F -0.21%
HPP F -0.21%
EB C -0.21%
ALLO F -0.2%
COTY F -0.2%
KELYA F -0.2%
PLUG F -0.19%
BRKR F -0.19%
NOVA F -0.18%
HELE C -0.18%
PCRX C -0.18%
W D -0.18%
DXCM C -0.17%
ATKR D -0.16%
ENPH F -0.16%
AMN F -0.13%
MRNA F -0.13%
EDIT F -0.13%
EL F -0.13%
NVRO F -0.1%
CHGG C -0.07%
Compare ETFs