RISN vs. HART ETF Comparison
Comparison of Inspire Tactical Balanced ESG ETF (RISN) to IQ Healthy Hearts ETF (HART)
RISN
Inspire Tactical Balanced ESG ETF
RISN Description
The investment seeks to provide capital appreciation with lower volatility than the U.S. large cap stock market over the long term. The fund, an actively managed ETF, uses a proprietary system of technical analysis to tactically allocate assets into U.S. large cap stocks when the strategy identifies an uptrend in the U.S. large cap stock market, and shifts into U.S. Treasury bonds via third-party ETFs, investment grade and high-yield corporate bonds, government agency bonds, and listed gold exchange-traded products and exchange-traded notes such as SPDR Gold Shares (GLD) when the strategy identifies a downtrend in the U.S. large cap stock market.
Grade (RS Rating)
Last Trade
$26.82
Average Daily Volume
7,751
78
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
$32.92
Average Daily Volume
820
47
Performance
Period | RISN | HART |
---|---|---|
30 Days | -0.05% | -1.61% |
60 Days | 3.21% | 4.33% |
90 Days | 4.72% | 7.48% |
12 Months | 19.75% | 23.15% |
RISN Overweight 73 Positions Relative to HART
Symbol | Grade | Weight | |
---|---|---|---|
USFR | A | 19.28% | |
NVR | A | 1.41% | |
NECB | B | 1.25% | |
LAD | B | 1.21% | |
BOTJ | C | 1.18% | |
ACIW | A | 1.18% | |
RMD | C | 1.18% | |
PSA | C | 1.16% | |
G | A | 1.16% | |
GIII | C | 1.16% | |
COKE | B | 1.14% | |
EME | C | 1.14% | |
MKTX | C | 1.13% | |
CACI | A | 1.11% | |
TSM | C | 1.11% | |
MIDD | D | 1.11% | |
FCNCA | D | 1.11% | |
BRO | A | 1.1% | |
COLB | C | 1.1% | |
KRC | C | 1.1% | |
MSCI | B | 1.09% | |
UDR | C | 1.08% | |
MAA | C | 1.08% | |
CRI | D | 1.07% | |
SNA | B | 1.07% | |
CHE | B | 1.06% | |
FAST | C | 1.05% | |
CSL | A | 1.05% | |
GGG | B | 1.05% | |
IDXX | D | 1.05% | |
IBN | C | 1.05% | |
MED | F | 1.04% | |
MNST | D | 1.04% | |
EXPD | B | 1.04% | |
JBHT | D | 1.04% | |
LFUS | C | 1.03% | |
TXRH | B | 1.03% | |
PAG | D | 1.03% | |
TJX | C | 1.03% | |
CIVB | C | 1.02% | |
ALG | D | 0.99% | |
AME | D | 0.99% | |
ROL | B | 0.99% | |
RDY | D | 0.99% | |
CPRT | B | 0.99% | |
CFR | D | 0.98% | |
NFBK | D | 0.98% | |
CSX | D | 0.98% | |
ROP | C | 0.98% | |
OFLX | D | 0.98% | |
ODFL | D | 0.98% | |
LSTR | D | 0.98% | |
CSGP | F | 0.98% | |
ON | F | 0.97% | |
NTES | C | 0.97% | |
DAR | F | 0.97% | |
EGP | D | 0.97% | |
MLM | D | 0.96% | |
LECO | F | 0.95% | |
CNI | D | 0.95% | |
EPAM | F | 0.95% | |
WST | D | 0.95% | |
ASR | D | 0.94% | |
PFC | D | 0.94% | |
EOG | D | 0.93% | |
MKL | B | 0.93% | |
NICE | F | 0.92% | |
GNTX | F | 0.92% | |
PCAR | D | 0.9% | |
PBHC | D | 0.88% | |
AX | D | 0.88% | |
MVBF | F | 0.85% | |
SWKS | F | 0.84% |
RISN Underweight 42 Positions Relative to HART
Symbol | Grade | Weight | |
---|---|---|---|
PFE | D | -5.05% | |
GOOGL | C | -5.04% | |
ABT | C | -5.03% | |
AAPL | C | -5.02% | |
JNJ | C | -4.92% | |
UNH | B | -4.92% | |
NVS | D | -4.85% | |
LLY | D | -4.79% | |
BSX | A | -3.0% | |
MDT | A | -2.82% | |
NKE | D | -2.6% | |
BMY | B | -2.5% | |
HCA | A | -1.85% | |
GIS | B | -1.01% | |
CNC | F | -0.95% | |
GRMN | D | -0.67% | |
DECK | C | -0.59% | |
K | B | -0.57% | |
UAA | B | -0.57% | |
ONON | C | -0.56% | |
PNR | A | -0.56% | |
RYTM | C | -0.55% | |
ATRC | D | -0.55% | |
PTON | D | -0.54% | |
EHC | B | -0.53% | |
MODG | F | -0.53% | |
VFC | B | -0.53% | |
PLNT | C | -0.52% | |
MTN | D | -0.52% | |
LIVN | D | -0.52% | |
MMSI | C | -0.51% | |
IRTC | F | -0.51% | |
UTHR | B | -0.5% | |
THC | C | -0.5% | |
HAYW | B | -0.5% | |
NARI | F | -0.48% | |
BEAM | F | -0.48% | |
PEN | D | -0.48% | |
SEM | D | -0.48% | |
CYTK | F | -0.47% | |
ACHC | F | -0.47% | |
DKS | D | -0.46% |
RISN: Top Represented Industries & Keywords
HART: Top Represented Industries & Keywords