HART vs. PINK ETF Comparison

Comparison of IQ Healthy Hearts ETF (HART) to Simplify Health Care ETF (PINK)
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

$31.01

Average Daily Volume

841

Number of Holdings *

45

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

Simplify Health Care ETF

PINK Description Simplify Exchange Traded Funds - Simplify Health Care ETF seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its assets (plus any borrowings for investment purposes) in securities of U.S. health care companies. The fund adviser defines health care companies as companies included in the Global Industry Classification Standard health care sector. The fund will typically invest in 50 – 100 health care companies. The adviser generally seeks investments in companies that are developing new and effective medicines, as well as companies whose business models reduce costs or improve quality in health care systems.

Grade (RS Rating)

Last Trade

$30.94

Average Daily Volume

78,460

Number of Holdings *

46

* may have additional holdings in another (foreign) market
Performance
Period HART PINK
30 Days -0.14% 2.96%
60 Days 3.85% 4.38%
90 Days 5.93% 2.18%
12 Months 13.18% 19.50%
10 Overlapping Holdings
Symbol Grade Weight in HART Weight in PINK Overlap
ABT D 5.06% 0.66% 0.66%
BMY F 2.13% 0.02% 0.02%
BSX B 2.86% 4.61% 2.86%
ELV C 3.14% 2.15% 2.15%
HCA C 1.65% 0.37% 0.37%
JNJ F 4.91% 2.64% 2.64%
LIVN D 0.44% 0.4% 0.4%
LLY A 5.48% 7.17% 5.48%
THC C 0.51% 0.48% 0.48%
UNH D 4.85% 6.77% 4.85%
HART Overweight 35 Positions Relative to PINK
Symbol Grade Weight
AAPL A 5.5%
GOOGL A 5.31%
NVS A 5.09%
PFE C 4.79%
NKE F 2.8%
MDT D 2.67%
EW B 1.4%
GIS D 0.91%
CNC D 0.9%
GRMN C 0.64%
DECK C 0.64%
UTHR B 0.57%
PLNT B 0.57%
RYTM B 0.56%
CYTK D 0.55%
MMSI B 0.51%
ATRC C 0.51%
VFC D 0.51%
BEAM D 0.5%
SEM A 0.5%
MODG D 0.49%
ACHC F 0.49%
EHC B 0.49%
DKS C 0.48%
PTON F 0.47%
MTN F 0.47%
UAA F 0.47%
K D 0.47%
MOH F 0.47%
PEN D 0.46%
PNR D 0.46%
NARI C 0.46%
ONON C 0.45%
POOL F 0.42%
HAYW F 0.42%
HART Underweight 36 Positions Relative to PINK
Symbol Grade Weight
SRPT C -10.39%
INSM A -5.48%
MRK C -4.56%
PCT C -4.21%
NVO B -4.09%
MASI F -3.59%
TMO D -3.58%
ISRG A -3.5%
REGN B -2.8%
MMM B -2.66%
NBIX C -2.36%
AVTR D -2.01%
HUM C -1.57%
CI D -1.28%
FULC F -1.26%
RPRX F -1.18%
NTRA B -1.03%
IQV D -0.96%
ITCI C -0.95%
RARE D -0.94%
ASND B -0.92%
EXAS D -0.61%
ESTA D -0.52%
BMRN C -0.52%
AKRO C -0.48%
ARGX B -0.42%
SNDX C -0.37%
SYK B -0.29%
TECH D -0.27%
VEEV D -0.26%
DHR D -0.25%
BIIB C -0.25%
HSIC D -0.19%
ZBH D -0.18%
VLTO D -0.03%
EMBC F -0.01%
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