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
$31.86
Average Daily Volume
545
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
$59.15
Average Daily Volume
5,120
Number of Holdings
*
285
* may have additional holdings in another (foreign) market
Performance
| Period | HART | ETHO |
|---|---|---|
| 30 Days | -2.85% | 0.24% |
| 60 Days | -4.77% | -0.51% |
| 90 Days | 0.97% | 5.04% |
| 12 Months | 19.93% | 23.07% |
11 Overlapping Holdings
| Symbol | Grade | Weight in HART | Weight in ETHO | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 5.33% | 0.46% | 0.46% | |
| ATRC | A | 0.59% | 0.39% | 0.39% | |
| COLM | C | 0.49% | 0.32% | 0.32% | |
| CYTK | F | 0.47% | 0.25% | 0.25% | |
| DECK | B | 0.65% | 0.37% | 0.37% | |
| EW | D | 1.05% | 0.24% | 0.24% | |
| MMSI | B | 0.52% | 0.43% | 0.43% | |
| PEN | A | 0.54% | 0.32% | 0.32% | |
| PFE | D | 5.12% | 0.36% | 0.36% | |
| PLNT | D | 0.52% | 0.43% | 0.43% | |
| UTHR | A | 0.51% | 0.54% | 0.51% |
HART Overweight 36 Positions Relative to ETHO
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | A | 5.42% | |
| ABT | A | 5.23% | |
| JNJ | D | 5.04% | |
| UNH | C | 4.97% | |
| LLY | F | 4.91% | |
| NVS | D | 4.78% | |
| BSX | C | 3.15% | |
| MDT | B | 2.94% | |
| BMY | A | 2.71% | |
| ELV | F | 2.41% | |
| NKE | F | 2.36% | |
| HCA | D | 1.7% | |
| GIS | D | 0.96% | |
| CNC | D | 0.8% | |
| PTON | A | 0.76% | |
| GRMN | A | 0.66% | |
| VFC | A | 0.62% | |
| K | A | 0.59% | |
| UAA | B | 0.59% | |
| NARI | A | 0.59% | |
| PNR | B | 0.58% | |
| IRTC | C | 0.57% | |
| EHC | A | 0.56% | |
| RYTM | D | 0.55% | |
| LIVN | C | 0.55% | |
| HAYW | A | 0.55% | |
| ONON | D | 0.55% | |
| POOL | B | 0.54% | |
| MODG | F | 0.51% | |
| THC | C | 0.51% | |
| MTN | F | 0.49% | |
| SEM | B | 0.48% | |
| MOH | D | 0.48% | |
| DKS | F | 0.45% | |
| BEAM | F | 0.43% | |
| ACHC | F | 0.33% |
HART Underweight 274 Positions Relative to ETHO
| Symbol | Grade | Weight | |
|---|---|---|---|
| ALNY | C | -0.64% | |
| SFM | A | -0.63% | |
| PTGX | B | -0.56% | |
| HLNE | A | -0.55% | |
| VCYT | A | -0.54% | |
| FTDR | B | -0.54% | |
| AGIO | B | -0.54% | |
| COLB | A | -0.52% | |
| NVDA | B | -0.52% | |
| SASR | A | -0.51% | |
| SMAR | A | -0.5% | |
| TSLA | A | -0.5% | |
| GKOS | B | -0.5% | |
| PIPR | B | -0.49% | |
| IDCC | A | -0.48% | |
| EXTR | B | -0.47% | |
| LITE | A | -0.47% | |
| PODD | A | -0.46% | |
| CPRX | A | -0.46% | |
| MPWR | F | -0.46% | |
| GDDY | A | -0.46% | |
| TMUS | B | -0.46% | |
| CARG | B | -0.46% | |
| ANET | B | -0.46% | |
| EXEL | A | -0.46% | |
| CNS | B | -0.45% | |
| CAC | A | -0.44% | |
| AAT | C | -0.44% | |
| BKU | C | -0.44% | |
| NYT | A | -0.44% | |
| CAKE | A | -0.44% | |
| AAON | A | -0.44% | |
| HASI | B | -0.43% | |
| FFIV | A | -0.43% | |
| BMI | D | -0.43% | |
| MOD | C | -0.43% | |
| EPRT | C | -0.42% | |
| RMD | A | -0.42% | |
| LII | B | -0.42% | |
| DEA | C | -0.42% | |
| NFLX | A | -0.42% | |
| BKNG | A | -0.42% | |
| NOW | A | -0.42% | |
| CMA | A | -0.41% | |
| CBSH | A | -0.41% | |
| MSEX | B | -0.41% | |
| AXP | A | -0.41% | |
| TXN | A | -0.41% | |
| OLED | F | -0.41% | |
| BRO | B | -0.41% | |
| NMIH | D | -0.41% | |
| BRC | D | -0.41% | |
| LQDT | D | -0.4% | |
| ADI | C | -0.4% | |
| PAYX | B | -0.4% | |
| HWC | A | -0.4% | |
| PYPL | B | -0.4% | |
| BERY | A | -0.4% | |
| VRSK | B | -0.4% | |
| CWT | D | -0.4% | |
| ATR | A | -0.4% | |
| TPIC | F | -0.4% | |
| BOH | A | -0.4% | |
| FFBC | A | -0.4% | |
| BOKF | B | -0.4% | |
| DT | B | -0.4% | |
| DFS | A | -0.4% | |
| FIBK | B | -0.4% | |
| MATX | A | -0.4% | |
| BOX | D | -0.39% | |
| VRTX | D | -0.39% | |
| AJG | D | -0.39% | |
| ZM | A | -0.39% | |
| HBAN | B | -0.39% | |
| AWR | C | -0.39% | |
| INGR | C | -0.39% | |
| TWLO | A | -0.39% | |
| FHN | B | -0.39% | |
| DOCU | A | -0.39% | |
| VOYA | B | -0.38% | |
| JBT | A | -0.38% | |
| PRI | B | -0.38% | |
| ESI | A | -0.38% | |
| PFSI | D | -0.38% | |
| BURL | D | -0.38% | |
| ADSK | B | -0.38% | |
| HNI | D | -0.38% | |
| RARE | D | -0.38% | |
| AWK | D | -0.38% | |
| TJX | D | -0.38% | |
| ITGR | D | -0.38% | |
| INFN | B | -0.38% | |
| AMGN | C | -0.38% | |
| EA | A | -0.38% | |
| CSCO | B | -0.38% | |
| URI | B | -0.38% | |
| WTFC | B | -0.38% | |
| KEY | B | -0.38% | |
| TGNA | B | -0.38% | |
| LAD | A | -0.38% | |
| NTAP | D | -0.38% | |
| ASB | A | -0.38% | |
| RL | B | -0.37% | |
| ATEN | A | -0.37% | |
| DBX | A | -0.37% | |
| ZTS | D | -0.37% | |
| GWW | A | -0.37% | |
| CTS | A | -0.37% | |
| IT | C | -0.37% | |
| PFGC | B | -0.37% | |
| BCPC | C | -0.37% | |
| RUSHA | A | -0.37% | |
| TTWO | A | -0.37% | |
| AUB | C | -0.37% | |
| PPBI | B | -0.37% | |
| SSNC | D | -0.37% | |
| OMF | A | -0.36% | |
| WBS | B | -0.36% | |
| TPH | D | -0.36% | |
| KMB | D | -0.36% | |
| BUSE | D | -0.36% | |
| JKHY | A | -0.36% | |
| DAY | A | -0.36% | |
| SHOO | D | -0.36% | |
| OMC | B | -0.36% | |
| MA | B | -0.36% | |
| GIII | C | -0.36% | |
| MSCI | C | -0.35% | |
| EXAS | A | -0.35% | |
| AGNC | D | -0.35% | |
| VZ | D | -0.35% | |
| FC | D | -0.35% | |
| PSTG | D | -0.35% | |
| MSFT | D | -0.35% | |
| ESNT | F | -0.35% | |
| DDOG | B | -0.35% | |
| LFUS | D | -0.35% | |
| LZB | D | -0.35% | |
| NTNX | B | -0.35% | |
| V | A | -0.35% | |
| ITW | A | -0.34% | |
| XHR | C | -0.34% | |
| GEF | B | -0.34% | |
| ABG | C | -0.34% | |
| PTC | B | -0.34% | |
| IRBT | C | -0.34% | |
| QCOM | D | -0.34% | |
| KRO | D | -0.34% | |
| KLAC | F | -0.34% | |
| WRB | C | -0.34% | |
| OZK | B | -0.34% | |
| NOVT | C | -0.34% | |
| LPLA | A | -0.34% | |
| SCSC | F | -0.34% | |
| XYL | F | -0.34% | |
| MTH | D | -0.34% | |
| INTU | D | -0.33% | |
| BZH | D | -0.33% | |
| RHP | B | -0.33% | |
| CHD | B | -0.33% | |
| ADBE | F | -0.33% | |
| CMG | B | -0.33% | |
| ZS | C | -0.33% | |
| TER | F | -0.33% | |
| NTCT | C | -0.33% | |
| KR | A | -0.33% | |
| CRM | A | -0.33% | |
| YETI | F | -0.32% | |
| VEEV | B | -0.32% | |
| WTS | D | -0.32% | |
| IPG | F | -0.32% | |
| PINC | A | -0.32% | |
| EPC | D | -0.32% | |
| CARS | D | -0.32% | |
| CDNS | C | -0.32% | |
| VRSN | F | -0.32% | |
| SHO | D | -0.32% | |
| THS | F | -0.32% | |
| SCS | F | -0.32% | |
| ANSS | C | -0.32% | |
| ROST | F | -0.32% | |
| LCII | D | -0.32% | |
| APLE | C | -0.32% | |
| TRMB | A | -0.32% | |
| CGNX | B | -0.32% | |
| ALLY | F | -0.31% | |
| AMAT | F | -0.31% | |
| BE | D | -0.31% | |
| TTGT | C | -0.31% | |
| PLD | F | -0.31% | |
| REZI | C | -0.31% | |
| NBIX | C | -0.31% | |
| FELE | D | -0.31% | |
| PARA | C | -0.31% | |
| IONS | F | -0.31% | |
| VVV | D | -0.31% | |
| NDSN | D | -0.31% | |
| ROK | B | -0.31% | |
| IPGP | B | -0.31% | |
| AMTB | D | -0.31% | |
| SYY | D | -0.31% | |
| CSGS | D | -0.31% | |
| BL | B | -0.3% | |
| LEVI | F | -0.3% | |
| WDAY | F | -0.3% | |
| NOVA | F | -0.3% | |
| ROG | D | -0.3% | |
| RHI | C | -0.3% | |
| POWI | C | -0.3% | |
| CASS | B | -0.3% | |
| REXR | F | -0.3% | |
| HUBS | B | -0.3% | |
| SIGI | C | -0.29% | |
| HAE | F | -0.29% | |
| AOS | F | -0.29% | |
| SITE | F | -0.29% | |
| GNTX | B | -0.29% | |
| MSA | F | -0.29% | |
| PAYC | A | -0.29% | |
| THR | F | -0.28% | |
| KELYA | D | -0.28% | |
| AMD | F | -0.28% | |
| SCL | F | -0.28% | |
| AMKR | F | -0.28% | |
| IDXX | F | -0.28% | |
| MXL | D | -0.27% | |
| ELAN | D | -0.27% | |
| LRCX | F | -0.27% | |
| MDB | F | -0.27% | |
| MRK | F | -0.27% | |
| RMBS | C | -0.27% | |
| VAC | B | -0.26% | |
| USNA | D | -0.26% | |
| CROX | F | -0.26% | |
| ALG | C | -0.26% | |
| ENTG | D | -0.26% | |
| CDW | F | -0.26% | |
| BMRN | F | -0.26% | |
| MKSI | F | -0.26% | |
| GPN | D | -0.26% | |
| FND | D | -0.26% | |
| COHU | B | -0.26% | |
| THRM | D | -0.25% | |
| DENN | D | -0.25% | |
| RGEN | D | -0.25% | |
| OKTA | D | -0.24% | |
| MOV | F | -0.24% | |
| ETSY | D | -0.24% | |
| TREX | B | -0.24% | |
| HVT | F | -0.24% | |
| CRI | F | -0.23% | |
| HPP | F | -0.23% | |
| LSCC | C | -0.23% | |
| LEA | F | -0.23% | |
| ENPH | F | -0.23% | |
| EPAM | F | -0.23% | |
| ARWR | F | -0.23% | |
| COTY | F | -0.22% | |
| MYRG | B | -0.22% | |
| AMN | F | -0.21% | |
| BRKR | D | -0.21% | |
| W | F | -0.21% | |
| EB | C | -0.2% | |
| PCRX | C | -0.2% | |
| PLUG | C | -0.2% | |
| ALLO | D | -0.2% | |
| HELE | C | -0.19% | |
| EL | F | -0.19% | |
| DXCM | C | -0.18% | |
| MRNA | F | -0.17% | |
| ATKR | F | -0.15% | |
| EDIT | F | -0.14% | |
| NVRO | D | -0.13% | |
| CHGG | F | -0.07% |
HART: Top Represented Industries & Keywords
Industries:
Medical Devices
Drug Manufacturers - Major
Medical Care
Biotechnology
Health Care Plans
Leisure
Apparel Manufacturing
Medical Instruments & Supplies
Footwear & Accessories
Packaged Foods
Apparel Retail
Consumer Electronics
Diversified Industrials
Electrical Equipment & Parts
Internet Content & Information
Resorts & Casinos
Scientific & Technical Instruments
Specialty Retail
ETHO: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Software - Application
Biotechnology
Diversified Industrials
Software - Infrastructure
Semiconductors
Semiconductor Equipment & Materials
Household & Personal Products
Business Services
Credit Services
Apparel Manufacturing
Medical Devices
Medical Instruments & Supplies
Scientific & Technical Instruments
Asset Management
Auto & Truck Dealerships
Auto Parts
Communication Equipment
Diagnostics & Research
Drug Manufacturers - Specialty & Generic
Compare ETFs
