HART ETF

$30.67

Fund Essentials

Net Assets
$9M
Expense Ratio
0.45%
Dividend Yield (Current)
1.62%
Holdings
71
Inception Date
Jan 14, 2021
Fund Family
INDEXIQ ETF TRUST
Investment Style
••••••••••
Asset Class
••••••••••
Legal Structure
••••••••••
Dividend Frequency
Quarterly

Performance

YTD-5.87%
1 Year-8.59%
3 Year+3.00%

Asset Allocation

Stocks: 99.70%
Cash: 0.30%

Top Holdings

View All →
TickerNameWeight
NVSEFNovartis AG5.66%
SANSanofi SA5.39%
BSXBoston Scientific Corp5.32%
LLYEli Lilly & Co5.24%
AZNAstraZeneca PLC5.10%
Top 10 Concentration: 51.56%
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Dividend Summary

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Dividend Yield (Current)
1.62%
Frequency
Quarterly

Peer Comparison

Benchmark
••••••••••
Outperforming by ••••%
Ranked #••• of •,••• funds
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+••.••%
Peer Avg
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HART ETF Overview

HART ETF (NYLI Healthy Hearts ETF) is managed by INDEXIQ ETF TRUST with $9.2M in net assets. HART expense ratio is 0.45%, holding 71 positions across sectors including Unknown. Inception date: 2021-01-14.

HART performance shows a YTD return of -5.87%. The 1-year return is -8.59%. HART dividend yield stands at 1.62%, paid quarterly.

HART top holdings include Novartis AG (5.7%), Sanofi SA (5.4%), Boston Scientific Corp (5.3%), Eli Lilly & Co (5.2%), AstraZeneca PLC (5.1%). View all HART holdings, sector breakdown, or dividend history.

HART can be compared against other funds using the overlap calculator or side-by-side comparison tool. HART alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-4.37%
YTD
-5.87%
1 Year
-8.59%
3 Year
+3.00%

Magnificent 7 Exposure

Combined weight of mega-cap tech leaders

9.7%

of portfolio

GOOGLAlphabet Inc
5.00%
AAPLApple Inc
4.72%

Top 10 Holdings (51.6% of portfolio)

#TickerNameSectorWeight
1NVSEFNovartis AGUnknown5.66%
2SANSanofi SAUnknown5.39%
3BSXBoston Scientific CorpUnknown5.32%
4LLYEli Lilly & CoUnknown5.24%
5AZNAstraZeneca PLCUnknown5.10%
6ABTAbbott LaboratoriesUnknown5.08%
7JNJJohnson & JohnsonUnknown5.08%
8GOOGLAlphabet IncUnknown5.00%
9PFEPfizer IncUnknown4.96%
10AAPLApple IncUnknown4.72%