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Upturn AI SWOT - About
IQ Healthy Hearts ETF (HART)
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Upturn Advisory Summary
02/10/2025: HART (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 0.12% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/10/2025 |
Key Highlights
Volume (30-day avg) 1007 | Beta 0.72 | 52 Weeks Range 28.19 - 34.11 | Updated Date 04/5/2025 |
52 Weeks Range 28.19 - 34.11 | Updated Date 04/5/2025 |
Upturn AI SWOT
IQ Healthy Hearts ETF
ETF Overview
Overview
The IQ Healthy Hearts ETF (HART) aims to provide investment results corresponding to the price and yield performance of the IQ Candriam Healthy World Index. It focuses on companies contributing to healthy lifestyles and cardiovascular health.
Reputation and Reliability
IndexIQ is known for its innovative ETF strategies and has a solid reputation in the ETF market.
Management Expertise
IndexIQ has experienced professionals managing the fund, with expertise in index construction and ETF management.
Investment Objective
Goal
To track the performance of the IQ Candriam Healthy World Index, focusing on companies promoting cardiovascular health and wellness.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index focused on cardiovascular health and wellness.
Composition The ETF primarily holds stocks of companies involved in the health and wellness sector, focusing on cardiovascular-related industries.
Market Position
Market Share: Data unavailable to provide an accurate market share.
Total Net Assets (AUM): 21000000
Competitors
Key Competitors
- XLV
- IHI
- XHE
Competitive Landscape
The competitive landscape includes broad healthcare ETFs and those focusing on specific sub-sectors. HART's advantage is its specific focus on cardiovascular health. Disadvantages are its relatively small AUM and focused strategy compared to broad healthcare ETFs.
Financial Performance
Historical Performance: Historical performance data is not available in a structured format. Please refer to official fund factsheets for specific numbers.
Benchmark Comparison: Performance comparison is not available in a structured format. Please refer to official fund factsheets for specific numbers.
Expense Ratio: 0.0068
Liquidity
Average Trading Volume
The average trading volume for HART is relatively low, suggesting moderate liquidity.
Bid-Ask Spread
The bid-ask spread may be wider due to lower trading volume, potentially increasing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, healthcare sector growth, and market sentiment towards wellness influence the ETF's performance.
Growth Trajectory
Growth trends are tied to the increasing awareness of cardiovascular health, demographic shifts, and technological advancements in related sectors.
Moat and Competitive Advantages
Competitive Edge
HART's competitive advantage lies in its unique and targeted exposure to companies directly involved in promoting cardiovascular health and wellness, differentiating it from broad healthcare ETFs. The focused index provides investors a niche investment opportunity for a very specific cause. This unique exposure can be valuable for investors seeking to align their investments with a specific social impact related to heart health. However, this narrow focus also means higher risk.
Risk Analysis
Volatility
Volatility depends on the underlying assets, particularly the sensitivity of healthcare stocks and wellness-related businesses to market fluctuations.
Market Risk
Market risk is associated with general economic conditions affecting the healthcare sector, regulatory changes, and technological disruptions.
Investor Profile
Ideal Investor Profile
The ideal investor profile includes those interested in socially responsible investing, particularly those focused on health and wellness or cardiovascular disease prevention.
Market Risk
HART is suitable for long-term investors seeking targeted exposure to the cardiovascular health sector.
Summary
IQ Healthy Hearts ETF provides targeted exposure to companies focused on cardiovascular health, distinguishing it from broader healthcare ETFs. It caters to socially responsible investors. The expense ratio is moderately high, which is important to consider. Investors should evaluate the liquidity and bid-ask spread before investing. Although it has a unique focus, lower trading volumes and smaller AUM create risk for some investors.
Similar Companies
IHI
iShares U.S. Medical Devices ETF
IHI
iShares U.S. Medical Devices ETF
PJP
Invesco Dynamic Pharmaceuticals ETF
PJP
Invesco Dynamic Pharmaceuticals ETF
XHE
SPDR® S&P Health Care Equipment ETF
XHE
SPDR® S&P Health Care Equipment ETF
XLV
Health Care Select Sector SPDR® Fund
XLV
Health Care Select Sector SPDR® Fund
Sources and Disclaimers
Data Sources:
- IndexIQ website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual risk tolerance and financial goals.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About IQ Healthy Hearts ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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 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. It is non-diversified.
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