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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.45% 0.02% 8.708M 432.60
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.19% 55.00% -1225.00 Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that correspond 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 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.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Health
Category Index S&P 1500 Health Care TR
Global Category Name Healthcare Sector Equity
YCharts Categorization Healthcare Equity
YCharts Benchmark S&P 1500 Health Care (Sector) Total Return (^SP15HCSTR)
Prospectus Objective Specialty - Health
Fund Owner Firm Name IndexIQ
Prospectus Benchmark Index
IQ Candriam Healthy Hearts NR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Greg Barrato 3.21 yrs
Francis Ok 0.50 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
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As of April 22, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
-7.64%
9.66%
0.87%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
4.04%
10.66%
-7.75%
15.47%
13.66%
13.05%
-4.87%
1.07%
2.77%
20.44%
2.83%
23.22%
12.75%
19.59%
-4.93%
3.64%
1.95%
22.28%
5.81%
20.80%
15.56%
23.41%
-4.46%
2.15%
2.34%
15.22%
-5.87%
19.40%
5.51%
17.79%
2.62%
6.95%
6.23%
As of April 22, 2024.

Asset Allocation

As of April 15, 2024.
Type % Net % Long % Short
Cash -0.14% Upgrade Upgrade
Stock 100.1% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that correspond 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 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.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Health
Category Index S&P 1500 Health Care TR
Global Category Name Healthcare Sector Equity
YCharts Categorization Healthcare Equity
YCharts Benchmark S&P 1500 Health Care (Sector) Total Return (^SP15HCSTR)
Prospectus Objective Specialty - Health
Fund Owner Firm Name IndexIQ
Prospectus Benchmark Index
IQ Candriam Healthy Hearts NR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Greg Barrato 3.21 yrs
Francis Ok 0.50 yrs

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