HART vs. HAPS ETF Comparison

Comparison of IQ Healthy Hearts ETF (HART) to Harbor Corporate Culture Small Cap ETF (HAPS)
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

$31.03

Average Daily Volume

830

Number of Holdings *

47

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

Harbor Corporate Culture Small Cap ETF

HAPS Description The fund invests at least 80% of its total assets in securities that are included in the index. The index consists of a modified market capitalization-weighted portfolio of equity securities of approximately 200 small cap U.S. companies identified by Irrational Capital LLC those it believes to possess strong corporate culture based on its proprietary scoring methodology.

Grade (RS Rating)

Last Trade

$30.69

Average Daily Volume

139

Number of Holdings *

179

* may have additional holdings in another (foreign) market
Performance
Period HART HAPS
30 Days -5.50% 2.07%
60 Days -6.14% 3.89%
90 Days -5.38% 10.18%
12 Months 13.55% 22.70%
2 Overlapping Holdings
Symbol Grade Weight in HART Weight in HAPS Overlap
RYTM C 0.67% 1.76% 0.67%
UAA C 0.68% 0.33% 0.33%
HART Overweight 45 Positions Relative to HAPS
Symbol Grade Weight
GOOGL B 5.73%
ABT A 5.42%
UNH C 5.36%
AAPL C 5.32%
JNJ D 4.88%
PFE F 4.79%
NVS D 4.63%
LLY F 4.37%
BSX A 3.33%
BMY A 3.08%
MDT D 2.86%
ELV F 2.44%
NKE F 2.33%
HCA F 1.67%
EW C 1.02%
GIS F 0.94%
PTON C 0.91%
GRMN B 0.85%
CNC F 0.79%
ATRC C 0.72%
DECK A 0.69%
IRTC C 0.63%
PLNT A 0.63%
PNR B 0.63%
PEN B 0.62%
NARI C 0.61%
K B 0.6%
ONON B 0.6%
VFC C 0.59%
EHC B 0.58%
UTHR C 0.57%
MMSI A 0.56%
COLM B 0.56%
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 C 0.52%
CYTK D 0.51%
MOH F 0.47%
DKS D 0.45%
MODG F 0.44%
ACHC F 0.26%
HART Underweight 177 Positions Relative to HAPS
Symbol Grade Weight
AWI B -2.18%
CBT C -2.02%
PECO A -1.99%
MOG.A B -1.91%
ACLX C -1.89%
EAT A -1.72%
APLE B -1.71%
PTCT C -1.63%
LOPE B -1.58%
AGIO C -1.55%
AVT C -1.53%
REZI A -1.42%
NUVL D -1.39%
HLNE A -1.37%
KYMR C -1.32%
HRI C -1.32%
TNL B -1.3%
KBH D -1.26%
NSA C -1.26%
GVA A -1.25%
TEX D -1.24%
OGS A -1.24%
KOS D -1.2%
PIPR B -1.17%
MC B -1.14%
TPG A -1.13%
SR A -1.11%
RDN D -1.1%
YETI D -1.02%
LBRT F -1.0%
POWL C -0.98%
CPA A -0.96%
SGRY F -0.95%
IVT A -0.94%
NSP F -0.9%
BROS A -0.9%
NTLA F -0.86%
AIN C -0.8%
CAKE B -0.79%
PSMT D -0.78%
LAUR A -0.77%
BHF C -0.75%
FHB B -0.74%
ALTR B -0.74%
SXT C -0.73%
DK D -0.72%
UPWK C -0.71%
WD D -0.71%
HURN B -0.69%
STEP B -0.69%
ACIW B -0.68%
GSAT C -0.66%
TRIP F -0.64%
AUR C -0.62%
WAFD B -0.62%
BOX B -0.62%
APPF C -0.6%
TARS C -0.6%
WK C -0.57%
CCS F -0.57%
BFH B -0.57%
KURA F -0.56%
FRME B -0.56%
ALGT C -0.55%
PI D -0.55%
JBGS F -0.55%
CMPR F -0.54%
BANR B -0.54%
COLL F -0.51%
LGIH F -0.51%
MD C -0.5%
UPST B -0.5%
PLMR A -0.5%
TOWN B -0.49%
BKE B -0.49%
IRWD F -0.49%
TROX D -0.49%
FLYW B -0.48%
EFSC B -0.47%
TRMK B -0.47%
FORM F -0.45%
FROG C -0.45%
WSBC B -0.44%
TDC D -0.44%
AESI B -0.44%
CASH B -0.43%
PRVA C -0.43%
ALRM C -0.43%
CRAI B -0.42%
SCSC B -0.41%
NNI D -0.4%
IDT B -0.4%
SCS B -0.39%
WGO D -0.39%
MCY B -0.38%
PRGS B -0.38%
SONO C -0.38%
LOB C -0.37%
CSTL C -0.35%
VERX A -0.35%
VBTX B -0.35%
AMN F -0.35%
KFRC D -0.35%
RPD C -0.34%
CENTA C -0.33%
HTH B -0.32%
PAR A -0.31%
ZETA D -0.31%
RYI C -0.3%
RGNX D -0.29%
DOLE D -0.29%
VIAV C -0.29%
ENV B -0.28%
OXM F -0.28%
OPEN F -0.27%
EXPI C -0.27%
KOP C -0.27%
BRZE C -0.27%
DOCN D -0.26%
EXTR C -0.26%
OCFC B -0.26%
USNA C -0.25%
BZH C -0.25%
CARG B -0.25%
CALX D -0.24%
INTA B -0.23%
SPT C -0.23%
CGEM F -0.23%
OBK B -0.22%
CSGS B -0.21%
VERV D -0.21%
SPTN F -0.21%
INFN D -0.2%
PSCF B -0.2%
SDGR C -0.19%
FWRG C -0.19%
SAGE F -0.18%
PRA B -0.17%
CARS C -0.17%
BY B -0.17%
ARLO C -0.17%
ASAN C -0.17%
LMB A -0.17%
ALKT B -0.16%
AMCX C -0.16%
MBIN F -0.15%
ATEN A -0.15%
CERT F -0.15%
AGS A -0.14%
FC F -0.14%
COUR F -0.13%
VSAT F -0.12%
UDMY D -0.12%
GDYN C -0.12%
YEXT B -0.12%
HSTM A -0.11%
ALTG C -0.1%
BASE C -0.1%
NABL F -0.1%
RGP F -0.1%
HVT D -0.1%
ZIP D -0.09%
MITK D -0.09%
CHGG F -0.09%
BIGC C -0.08%
NEWT B -0.08%
ENFN B -0.08%
HCAT C -0.07%
IRBT F -0.06%
EB C -0.06%
SAVE F -0.05%
SEMR C -0.04%
HMST D -0.04%
GPRO F -0.04%
DOMO C -0.04%
VRA D -0.03%
RMAX D -0.03%
Compare ETFs