HART vs. XHE ETF Comparison

Comparison of IQ Healthy Hearts ETF (HART) to SPDR S&P Health Care Equipment (XHE)

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 ^*

* may have additional holdings in another (foreign) market

XHE

SPDR S&P Health Care Equipment

XHE Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the health care equipment and supplies segment of a U.S. total market composite index. In seeking to track the performance of the S&P Health Care Equipment Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the health care equipment industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$91.44

Average Daily Volume

8,966

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HART	XHE
30 Days	-2.58%	5.36%
60 Days	-4.83%	1.34%
90 Days	-5.44%	2.96%
12 Months	13.94%	22.56%

10 Overlapping Holdings

Symbol	Grade	Weight in HART	Weight in XHE	Overlap
ABT	B	5.53%	1.8%	1.8%
ATRC	C	0.74%	2.2%	0.74%
BSX	B	3.48%	1.94%	1.94%
EW	C	1.08%	1.82%	1.08%
IRTC	D	0.56%	1.79%	0.56%
LIVN	F	0.53%	1.94%	0.53%
MDT	D	2.84%	1.74%	1.74%
MMSI	B	0.58%	1.94%	0.58%
NARI	C	0.61%	1.97%	0.61%
PEN	B	0.64%	2.31%	0.64%

HART Overweight 37 Positions Relative to XHE

Symbol	Grade	Weight
GOOGL	C	5.82%
UNH	C	5.5%
AAPL	C	5.4%
JNJ	D	4.99%
PFE	D	4.65%
NVS	D	4.61%
LLY	F	4.24%
BMY	B	3.09%
ELV	F	2.42%
NKE	D	2.28%
HCA	F	1.63%
PTON	B	0.97%
GIS	D	0.93%
GRMN	B	0.84%
CNC	D	0.81%
DECK	A	0.7%
RYTM	C	0.68%
PLNT	A	0.65%
UAA	C	0.64%
PNR	A	0.63%
ONON	A	0.62%
K	A	0.61%
SEM	B	0.57%
HAYW	B	0.57%
EHC	B	0.57%
POOL	C	0.56%
VFC	C	0.55%
UTHR	C	0.54%
COLM	B	0.53%
MTN	C	0.52%
THC	D	0.49%
BEAM	D	0.49%
CYTK	F	0.47%
MOH	F	0.46%
MODG	F	0.44%
DKS	C	0.44%
ACHC	F	0.26%

HART Underweight 51 Positions Relative to XHE

Symbol	Grade	Weight
MASI	A	-2.55%
ATEC	C	-2.4%
IART	C	-2.31%
GMED	A	-2.1%
HAE	C	-2.08%
PRCT	B	-2.0%
PODD	C	-1.99%
DXCM	D	-1.96%
GKOS	B	-1.94%
ISRG	A	-1.94%
ZBH	C	-1.91%
NVST	B	-1.9%
OMCL	C	-1.9%
ITGR	B	-1.89%
ENOV	C	-1.88%
SYK	C	-1.88%
LMAT	A	-1.77%
HOLX	D	-1.73%
RMD	C	-1.72%
GEHC	F	-1.71%
SOLV	C	-1.71%
BDX	F	-1.71%
NEOG	F	-1.69%
ALGN	D	-1.69%
ICUI	D	-1.69%
CNMD	C	-1.68%
STE	F	-1.58%
UFPT	B	-1.57%
INSP	D	-1.53%
NVCR	C	-1.51%
IDXX	F	-1.5%
BAX	D	-1.48%
STAA	F	-1.46%
RXST	F	-1.45%
TFX	F	-1.41%
LNTH	D	-1.29%
SRDX	B	-1.27%
XRAY	F	-1.26%
TNDM	F	-1.17%
VREX	C	-1.04%
TMDX	F	-0.96%
AORT	B	-0.88%
OFIX	B	-0.66%
EMBC	C	-0.59%
ZIMV	D	-0.56%
SIBN	F	-0.54%
AVNS	F	-0.46%
KIDS	D	-0.46%
OSUR	F	-0.41%
TCMD	A	-0.41%
AXGN	D	-0.39%