HART vs. PCGG ETF Comparison

Comparison of IQ Healthy Hearts ETF (HART) to Polen Capital Global Growth ETF (PCGG)
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
PCGG

Polen Capital Global Growth ETF

PCGG Description The fund is a non-diversified, actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing in a focused portfolio of approximately 25 to 40 common stocks of large capitalization companies that are located anywhere in the world, including companies in both developed and emerging markets, and, in the opinion of the sub-advisor to the fund, have a sustainable competitive advantage. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$11.83

Average Daily Volume

48,588

Number of Holdings *

21

* may have additional holdings in another (foreign) market
Performance
Period HART PCGG
30 Days -4.08% 2.02%
60 Days -5.99% 2.82%
90 Days -5.17% 4.92%
12 Months 13.48% 17.00%
1 Overlapping Holdings
Symbol Grade Weight in HART Weight in PCGG Overlap
ABT B 5.42% 4.56% 4.56%
HART Overweight 46 Positions Relative to PCGG
Symbol Grade Weight
GOOGL B 5.73%
UNH B 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 B 3.08%
MDT D 2.86%
ELV F 2.44%
NKE F 2.33%
HCA F 1.67%
EW C 1.02%
GIS D 0.94%
PTON B 0.91%
GRMN B 0.85%
CNC F 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 B 0.63%
PEN B 0.62%
NARI C 0.61%
K A 0.6%
ONON B 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 D 0.55%
POOL D 0.54%
MTN C 0.52%
THC C 0.52%
BEAM D 0.52%
CYTK D 0.51%
MOH F 0.47%
DKS D 0.45%
MODG F 0.44%
ACHC F 0.26%
HART Underweight 20 Positions Relative to PCGG
Symbol Grade Weight
AMZN B -9.22%
GOOG B -7.72%
MSFT D -5.96%
MA B -4.62%
ADBE D -4.24%
V A -4.19%
WDAY C -4.12%
MSCI C -4.1%
AON B -4.03%
SHOP B -3.88%
ICLR D -3.35%
PAYC B -3.06%
TMO D -2.85%
ACN B -2.73%
GLOB C -2.42%
NOW B -2.27%
ZTS D -2.14%
ABNB C -1.62%
ORCL A -1.53%
ADP B -1.47%
Compare ETFs