HART | IQ Healthy Hearts ETF, created in alignment with the American Heart Association (AHA), seeks to align your financial goals and your values. By investing in HART, you invest in stocks of companies that are contributing to the fight against heart disease or promoting healthy lifestyles, while simultaneously supporting the AHA’s Social Impact Fund and its fight against health inequity.
Tackling Heart Health is Big Business
Statistics suggest that an attractive investment opportunity has arisen from health-focused trends:
HART seeks to access these trends by tracking the IQ CANDRIAM Healthy Hearts Index, which provides exposure to companies that:
- Seek to diagnose or treat cardiovascular disease
- Enable people to adopt healthier lifestyles through above-average involvement in healthy food & wellness products
- Provide solutions for people to engage in regular exercise and track their fitness
- Offer access to health education through IT services
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Fighting health inequity with the American Heart Association
New York Life Investments and IndexIQ are donors to and supporters of the AHA’s Social Impact Fund. Investing in HART helps to further these contributions.
Established in 2018 to further AHA’s mission of promoting heart health, the Social Impact Fund supports organizations with programs aimed at addressing the economic and social conditions that can affect a person’s health, such as social cohesion, employment, education, housing and food access. Since our 2020 Investment in AHA’s Social Impact Fund, have helped catalyze its growth nearly 3x, from 33 investees in only 5 cities to 88 investees across 15 cities.
Give the Gift of Dual Impact
When you invest in HART, or any of our IQ Dual Impact ETFs, you’re furthering our shared commitment to enhancing individual portfolios' potential and helping to advance the causes that matter to our lives and our planet. Most of all, IndexIQ is helping you align your investments with your values. Which means you’re empowered to do more today, for tomorrow.
The IQ Dual Impact ETF suite is available for purchase on all major trading platforms.
Invest in well-known stocks of companies that strive to combat the detrimental effects of heart disease.
Don’t have an account? Setting one up is easy – simply access your preferred platform and follow their instructions.
Give the Gift of HART
Did you know you can gift ETF shares through most brokerage platforms?
Visit your preferred brokerage platform’s website for specific instructions. You can also fill and print out the certificates below to give your recipient. Happy gifting!
Like other ETFs, HART is traded on a stock exchange and is available through brokerage firms.
You may click on any of the brokerage firms listed above to purchase HART. HART is also available through other brokerage firms. Before engaging any brokerage firm, you should evaluate the overall fees and charges of the firm that may apply, as well as the services provided. Ask your brokerage firm about any payment from New York Life Investments or NYLIFE Distributors LLC which may create a conflict of interest influencing the firm to recommend HART over another investment.
You will leave the New York Life Investments website by clicking any of the links above.
Foreign securities can be subject to greater risks than U.S. investments, including currency fluctuations, less liquid trading markets, greater price volatility, political and economic instability, less publicly available information, and changes in tax or currency laws or monetary policy. These risks are likely to be greater for emerging markets than in developed markets.
Large-Capitalization Companies Risk: Large-capitalization companies may be less able than smaller capitalization companies to adapt to changing market conditions. Large-capitalization companies may be more mature and subject to more limited growth potential compared with smaller capitalization companies. During different market cycles, the performance of large-capitalization companies has trailed the overall performance of the broader securities markets.
New Fund Risk The Fund is a new fund. As a new fund, there can be no assurance that it will grow to or maintain an economically viable size, in which case it could ultimately liquidate.
Small and mid-cap stocks are often more volatile than large-cap stocks. Smaller companies generally face higher risks due to their limited product lines, markets and financial markets.
ESG Investing Style Risk Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. There is no assurance that employing ESG strategies will result in more favorable investment performance.
The IQ CANDRIAM Healthy Hearts Index seeks to provide investors with exposure to select companies that are involved in the diagnosis and/or treatment of heart disease, or that provide goods or services that allow people to adopt or maintain a healthy lifestyle.
New York Life Investment Management LLC (NYLIM) and IndexIQ Advisors LLC (IndexIQ) are donors to and supporters of American Heart Association’s Social Impact Fund and are making a substantial contribution to the Social Impact Fund.
Shares of the Fund are not sponsored, endorsed or promoted by American Heart Association, Inc. (“AHA”). The Fund’s sponsor, IndexIQ, and its affiliates are donors to and supporters of AHA’s Social Impact Fund and are making a substantial contribution to the Social Impact Fund in connection with AHA’s agreement to license use of its name and trademarks to IndexIQ and its affiliates. AHA makes no representation or warranty, express or implied, to prospective or actual investors in the Fund or to any member of the public regarding the advisability of investing in any financial product, including one seeking to track the Underlying Index, the ability of the Fund to track the performance of the Underlying Index, the ability of the Underlying Index to meet or exceed stock market performance, the suitability of the Fund or the ability of the Underlying Index or Fund to achieve its investment goals. AHA has no obligation or liability in connection with the administration, marketing or trading of shares of the Fund. AHA is not an investment adviser or a fund distributor or service provider. Inclusion of a security within the Underlying Index is not a recommendation by AHA to buy, sell or hold such security, nor is it considered to be investment advice or a guarantee that the investment goals of the Underlying Index will be achieved. AHA does not guarantee the accuracy and/or the completeness of the Underlying Index or any data included therein.
1. American Heart Association. “Heart Disease and Stroke Statistics—2021 Update: A Report from the American Heart Association.” Published Jan. 27, 2021
3. American Heart Association. "2022 Heart Disease and Stroke Statistics Update Fact Sheet." Published January 2022.
4. Fortune Business Insights, Cardiovascular Drugs Market Size, Share & Industry Analysis, By Drug Type, By Disease Indication, By Distribution Channel and Regional Forecast, 2019-2026. As of Nov. 2019.
5. Nielsen Retail Measurement Services. “How America Will Eat.” Data from 52-week period ended Oct. 26, 2019 vs. year ago.
6. Allied Market Research, Fitness Equipment Market by Type (Cardiovascular Training Equipment, Strength Training Equipment and Other Equipment) and End User (Home Consumer, Health Club/Gym and Other Commercial User): Global OpportunityAnalysis and Industry Forecast, 2020-2027. As of Mar. 2020.