HART vs. JGRW ETF Comparison
Comparison of IQ Healthy Hearts ETF (HART) to Trust for Professional Managers Jensen Quality Growth ETF (JGRW)
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
47
JGRW
Trust for Professional Managers Jensen Quality Growth ETF
JGRW Description
To achieve the fund"s investment objective of long-term capital appreciation, the fund invests in equity securities of approximately 25 to 30 companies Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies meeting the criteria for quality and growth as determined by the fund's investment adviser,. The fund is non-diversified.Grade (RS Rating)
Last Trade
$26.58
Average Daily Volume
40,345
27
Performance
Period | HART | JGRW |
---|---|---|
30 Days | -3.79% | 0.50% |
60 Days | -5.77% | 0.78% |
90 Days | -6.07% | 2.20% |
12 Months | 13.18% |
HART Overweight 42 Positions Relative to JGRW
Symbol | Grade | Weight | |
---|---|---|---|
ABT | B | 5.42% | |
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% | |
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% | |
MMSI | A | 0.56% | |
COLM | C | 0.56% | |
HAYW | B | 0.56% | |
SEM | B | 0.55% | |
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% |
HART Underweight 22 Positions Relative to JGRW
Symbol | Grade | Weight | |
---|---|---|---|
MSFT | D | -7.33% | |
ACN | B | -7.15% | |
INTU | B | -6.11% | |
SYK | B | -5.97% | |
MMC | B | -5.88% | |
ADP | A | -4.35% | |
MA | B | -4.34% | |
PEP | F | -3.51% | |
ZTS | D | -3.31% | |
TXN | C | -3.3% | |
BR | A | -3.19% | |
KLAC | F | -2.94% | |
WM | B | -2.86% | |
EFX | F | -2.69% | |
PG | C | -2.6% | |
VRSK | A | -1.95% | |
APH | A | -1.87% | |
SHW | B | -1.77% | |
CPRT | B | -1.72% | |
HD | B | -1.69% | |
MCD | D | -1.59% | |
BALL | F | -1.29% |
HART: Top Represented Industries & Keywords
JGRW: Top Represented Industries & Keywords