IQ Healthy Hearts ETF (HART)
HART is a passive ETF by New York Life tracking the investment results of the IQ Candriam Healthy Hearts Index. HART launched on Jan 14, 2021 and has a 0.45% expense ratio.
ETF Info
US45409B3217
45409B321
Jan 14, 2021
Global (Broad)
1x
IQ Candriam Healthy Hearts Index
Expense Ratio
HART features an expense ratio of 0.45%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in IQ Healthy Hearts ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
IQ Healthy Hearts ETF had a return of 0.73% year-to-date (YTD) and 8.04% in the last 12 months.
HART
0.73%
-2.76%
2.88%
8.04%
N/A
N/A
^GSPC (Benchmark)
1.59%
-1.89%
7.22%
27.21%
12.98%
11.35%
Monthly Returns
The table below presents the monthly returns of HART, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.16% | 2.39% | 2.06% | -2.55% | 4.73% | 0.68% | 2.95% | 5.63% | -1.06% | -3.87% | 0.62% | -4.07% | 7.34% |
| 2023 | 2.19% | -4.33% | 4.37% | 4.95% | -2.95% | 3.41% | 1.04% | -1.58% | -3.91% | -2.89% | 6.30% | 3.43% | 9.65% |
| 2022 | -5.59% | -0.57% | 4.05% | -3.37% | -0.20% | -3.97% | 4.00% | -5.48% | -6.75% | 6.29% | 7.32% | -2.35% | -7.64% |
| 2021 | -0.70% | -0.12% | 1.98% | 4.21% | 2.72% | 2.53% | 3.18% | 1.64% | -5.36% | 5.22% | -4.57% | 6.93% | 18.31% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HART is 37, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for IQ Healthy Hearts ETF (HART) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
IQ Healthy Hearts ETF provided a 1.20% dividend yield over the last twelve months, with an annual payout of $0.37 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Dividend | $0.37 | $0.37 | $0.35 | $0.34 | $0.29 |
Dividend yield | 1.20% | 1.21% | 1.20% | 1.27% | 0.98% |
Monthly Dividends
The table displays the monthly dividend distributions for IQ Healthy Hearts ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | |||||||||||
| 2024 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.07 | $0.37 |
| 2023 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.06 | $0.35 |
| 2022 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.34 |
| 2021 | $0.09 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.03 | $0.29 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the IQ Healthy Hearts ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the IQ Healthy Hearts ETF was 17.40%, occurring on Sep 30, 2022. Recovery took 201 trading sessions.
The current IQ Healthy Hearts ETF drawdown is 7.53%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.4% | Nov 5, 2021 | 227 | Sep 30, 2022 | 201 | Jul 21, 2023 | 428 |
| -10.19% | Jul 24, 2023 | 69 | Oct 27, 2023 | 41 | Dec 27, 2023 | 110 |
| -8.22% | Sep 3, 2024 | 85 | Jan 2, 2025 | — | — | — |
| -6.46% | Sep 3, 2021 | 27 | Oct 12, 2021 | 16 | Nov 3, 2021 | 43 |
| -5.19% | Apr 1, 2024 | 11 | Apr 15, 2024 | 16 | May 7, 2024 | 27 |
Volatility
Volatility Chart
The current IQ Healthy Hearts ETF volatility is 3.01%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.