HART vs. WTV ETF Comparison
Comparison of IQ Healthy Hearts ETF (HART) to WisdomTree U.S. Value Fund (WTV)
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
$31.37
Average Daily Volume
847
Number of Holdings
*
47
* may have additional holdings in another (foreign) market
WTV
WisdomTree U.S. Value Fund
WTV Description
WisdomTree Trust - WisdomTree U.S. Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to benchmark the performance of its portfolio against the Russell 1000 Value Index. WisdomTree Trust - WisdomTree U.S. Value Fund was formed on February 23, 2007 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$88.57
Average Daily Volume
27,994
Number of Holdings
*
165
* may have additional holdings in another (foreign) market
Performance
| Period | HART | WTV |
|---|---|---|
| 30 Days | -2.58% | 9.12% |
| 60 Days | -4.83% | 11.64% |
| 90 Days | -5.44% | 14.82% |
| 12 Months | 13.94% | 41.90% |
HART Overweight 39 Positions Relative to WTV
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | C | 5.82% | |
| ABT | B | 5.53% | |
| UNH | C | 5.5% | |
| AAPL | C | 5.4% | |
| JNJ | D | 4.99% | |
| PFE | D | 4.65% | |
| NVS | D | 4.61% | |
| LLY | F | 4.24% | |
| BSX | B | 3.48% | |
| BMY | B | 3.09% | |
| MDT | D | 2.84% | |
| ELV | F | 2.42% | |
| EW | C | 1.08% | |
| PTON | B | 0.97% | |
| GRMN | B | 0.84% | |
| ATRC | C | 0.74% | |
| DECK | A | 0.7% | |
| RYTM | C | 0.68% | |
| PLNT | A | 0.65% | |
| PEN | B | 0.64% | |
| UAA | C | 0.64% | |
| PNR | A | 0.63% | |
| ONON | A | 0.62% | |
| NARI | C | 0.61% | |
| K | A | 0.61% | |
| MMSI | B | 0.58% | |
| SEM | B | 0.57% | |
| HAYW | B | 0.57% | |
| EHC | B | 0.57% | |
| POOL | C | 0.56% | |
| IRTC | D | 0.56% | |
| VFC | C | 0.55% | |
| COLM | B | 0.53% | |
| LIVN | F | 0.53% | |
| BEAM | D | 0.49% | |
| CYTK | F | 0.47% | |
| MOH | F | 0.46% | |
| MODG | F | 0.44% | |
| ACHC | F | 0.26% |
HART Underweight 157 Positions Relative to WTV
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -5.52% | |
| VST | B | -3.36% | |
| XOM | B | -1.46% | |
| SYF | B | -1.37% | |
| GDDY | A | -1.24% | |
| FOXA | B | -1.11% | |
| EQH | B | -1.09% | |
| SF | B | -1.07% | |
| BK | A | -1.02% | |
| GS | A | -1.01% | |
| MO | A | -0.96% | |
| WFC | A | -0.93% | |
| ORI | A | -0.92% | |
| EXPE | B | -0.91% | |
| MRO | B | -0.91% | |
| NRG | B | -0.89% | |
| BLDR | D | -0.89% | |
| RTX | C | -0.89% | |
| HIG | B | -0.86% | |
| JBL | B | -0.86% | |
| VLO | C | -0.86% | |
| MET | A | -0.85% | |
| AMP | A | -0.85% | |
| STLD | B | -0.82% | |
| TMUS | B | -0.82% | |
| POST | C | -0.81% | |
| CVX | A | -0.8% | |
| MPC | D | -0.8% | |
| LNG | B | -0.79% | |
| PYPL | B | -0.79% | |
| MS | A | -0.77% | |
| GM | B | -0.76% | |
| LMT | D | -0.76% | |
| PSX | C | -0.75% | |
| UNM | A | -0.74% | |
| KMI | A | -0.73% | |
| PRU | A | -0.72% | |
| AFL | B | -0.72% | |
| VOYA | B | -0.72% | |
| CSL | C | -0.72% | |
| EXPD | D | -0.7% | |
| NTAP | C | -0.7% | |
| C | A | -0.69% | |
| COP | C | -0.67% | |
| AIG | B | -0.67% | |
| CAT | B | -0.67% | |
| CMCSA | B | -0.66% | |
| EXP | A | -0.66% | |
| FI | A | -0.65% | |
| WSC | D | -0.65% | |
| VTRS | A | -0.65% | |
| CRBG | B | -0.64% | |
| BKNG | A | -0.64% | |
| BERY | B | -0.64% | |
| MCK | B | -0.63% | |
| JXN | C | -0.63% | |
| DE | A | -0.62% | |
| OMC | C | -0.62% | |
| MTCH | D | -0.61% | |
| AN | C | -0.6% | |
| LH | C | -0.6% | |
| RJF | A | -0.6% | |
| FIS | C | -0.59% | |
| PRI | A | -0.59% | |
| ARW | D | -0.59% | |
| ADM | D | -0.57% | |
| PFG | D | -0.57% | |
| MNST | C | -0.57% | |
| UHS | D | -0.57% | |
| OXY | D | -0.56% | |
| DD | D | -0.56% | |
| GEN | B | -0.56% | |
| CIEN | B | -0.55% | |
| EBAY | D | -0.55% | |
| CI | F | -0.54% | |
| HRB | D | -0.54% | |
| TAP | C | -0.53% | |
| CSX | B | -0.53% | |
| PAYC | B | -0.53% | |
| TXT | D | -0.53% | |
| MTG | C | -0.53% | |
| BBY | D | -0.52% | |
| OVV | B | -0.52% | |
| EXEL | B | -0.51% | |
| BBWI | D | -0.51% | |
| BKR | B | -0.5% | |
| TROW | B | -0.5% | |
| LOW | D | -0.5% | |
| EOG | A | -0.5% | |
| FANG | D | -0.5% | |
| CPAY | A | -0.49% | |
| DVN | F | -0.49% | |
| NTRS | A | -0.48% | |
| WCC | B | -0.48% | |
| MAR | B | -0.48% | |
| CSCO | B | -0.48% | |
| HOLX | D | -0.47% | |
| GL | B | -0.47% | |
| KHC | F | -0.47% | |
| TOL | B | -0.47% | |
| EMN | D | -0.47% | |
| AIZ | A | -0.44% | |
| IPG | D | -0.44% | |
| SNX | C | -0.44% | |
| DBX | B | -0.44% | |
| NOC | D | -0.42% | |
| TWLO | A | -0.42% | |
| BAC | A | -0.41% | |
| RL | B | -0.41% | |
| SAIC | F | -0.41% | |
| KDP | D | -0.41% | |
| DOCS | C | -0.4% | |
| SYY | B | -0.38% | |
| ITW | B | -0.38% | |
| HPQ | B | -0.38% | |
| RS | B | -0.37% | |
| NUE | C | -0.37% | |
| MUSA | A | -0.37% | |
| HON | B | -0.37% | |
| H | B | -0.36% | |
| NVR | D | -0.36% | |
| LEA | D | -0.36% | |
| CHWY | B | -0.35% | |
| DVA | B | -0.35% | |
| SPG | B | -0.35% | |
| WYNN | D | -0.35% | |
| TRGP | B | -0.34% | |
| HLT | A | -0.34% | |
| SCI | B | -0.34% | |
| HAL | C | -0.33% | |
| HST | C | -0.33% | |
| GPN | B | -0.32% | |
| LVS | C | -0.32% | |
| JPM | A | -0.32% | |
| BWA | D | -0.32% | |
| TMHC | B | -0.32% | |
| AZO | C | -0.31% | |
| MDLZ | F | -0.31% | |
| FDX | B | -0.3% | |
| RHI | B | -0.3% | |
| OTIS | C | -0.3% | |
| PHM | D | -0.3% | |
| MCD | D | -0.3% | |
| CAH | B | -0.3% | |
| AXP | A | -0.29% | |
| WEX | D | -0.28% | |
| INGR | B | -0.28% | |
| AOS | F | -0.27% | |
| GPK | C | -0.26% | |
| BLD | D | -0.26% | |
| MAS | D | -0.26% | |
| VRSN | F | -0.23% | |
| DRI | B | -0.22% | |
| HSY | F | -0.22% | |
| KMB | D | -0.22% | |
| CROX | D | -0.19% | |
| ULTA | F | -0.14% |
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
WTV: Top Represented Industries & Keywords
Industries:
Asset Management
Insurance - Life
Oil & Gas E&P
Specialty Retail
Business Services
Insurance - Diversified
Aerospace & Defense
Banks - Global
Building Materials
Capital Markets
Medical Care
Packaged Foods
Residential Construction
Software - Application
Credit Services
Diversified Industrials
Internet Content & Information
Lodging
Oil & Gas Midstream
Oil & Gas Refining & Marketing
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