HFGO vs. CHGX ETF Comparison

Comparison of Hartford Large Cap Growth ETF (HFGO) to Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX)

HFGO

Hartford Large Cap Growth ETF

HFGO Description

Hartford Large Cap Growth ETF Seeks capital appreciation. The fund is an opportunistic growth fund that looks for early signs of accelerating fundamentals.

Grade (RS Rating)

Last Trade

$23.07

Average Daily Volume

4,751

Number of Holdings ^*

* may have additional holdings in another (foreign) market

CHGX

Change Finance U.S. Large Cap Fossil Fuel Free ETF

CHGX Description

The investment seeks to track the performance, before fees and expenses, of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index. The index was developed by Change Finance, PBC, the fund's investment adviser and index provider, and uses an objective, rules-based methodology to measure the performance of an equal-weighted portfolio of approximately 100 large cap U.S.-listed companies that meet a diverse set of environmental, social, and governance (ESG) standards.

Grade (RS Rating)

Last Trade

$39.96

Average Daily Volume

6,526

Number of Holdings ^*

100

* may have additional holdings in another (foreign) market

Performance

Period	HFGO	CHGX
30 Days	4.24%	3.66%
60 Days	7.50%	4.50%
90 Days	8.74%	6.28%
12 Months	43.92%	28.25%

12 Overlapping Holdings

Symbol	Grade	Weight in HFGO	Weight in CHGX	Overlap
AAPL	C	13.05%	0.95%	0.95%
ANET	C	2.19%	1.09%	1.09%
AVGO	D	4.05%	0.96%	0.96%
CRM	B	0.78%	1.27%	0.78%
GOOGL	C	6.1%	0.98%	0.98%
LLY	F	2.35%	0.75%	0.75%
MRVL	B	0.98%	1.16%	0.98%
MU	D	1.02%	1.02%	1.02%
NFLX	A	1.29%	1.22%	1.22%
NOW	A	1.96%	1.17%	1.17%
NVDA	C	12.45%	1.17%	1.17%
ORLY	B	1.17%	1.02%	1.02%

HFGO Overweight 28 Positions Relative to CHGX

Symbol	Grade	Weight
AMZN	C	6.94%
MSFT	F	5.6%
META	D	4.97%
SPOT	B	2.62%
TW	A	2.34%
AXON	A	2.25%
UBER	D	1.88%
DKNG	B	1.57%
RCL	A	1.53%
KKR	A	1.49%
ONON	A	1.43%
NTRA	B	1.27%
LYV	A	1.22%
GE	D	1.19%
PINS	D	1.19%
TRGP	B	1.17%
FLEX	A	1.05%
ISRG	A	1.02%
EXAS	D	0.99%
VRTX	F	0.91%
TMUS	B	0.84%
DELL	C	0.82%
ARM	D	0.79%
ALGN	D	0.78%
BSX	B	0.74%
AVB	B	0.68%
DAL	C	0.54%
DDOG	A	0.46%

HFGO Underweight 88 Positions Relative to CHGX

Symbol	Grade	Weight
SQ	B	-1.34%
ORCL	B	-1.3%
FICO	B	-1.29%
CRWD	B	-1.23%
AMP	A	-1.21%
DIS	B	-1.21%
SCHW	B	-1.18%
FTNT	C	-1.17%
STLD	B	-1.16%
GWW	B	-1.16%
ADSK	A	-1.16%
PYPL	B	-1.12%
BK	A	-1.1%
DECK	A	-1.09%
CSCO	B	-1.09%
CDNS	B	-1.09%
AXP	A	-1.08%
DE	A	-1.08%
MCK	B	-1.07%
V	A	-1.07%
NDAQ	A	-1.07%
STT	A	-1.06%
EA	A	-1.06%
INTC	D	-1.06%
AON	A	-1.06%
PANW	C	-1.05%
CMCSA	B	-1.05%
IBM	C	-1.05%
CHD	B	-1.05%
ADP	B	-1.05%
SPG	B	-1.04%
CAT	B	-1.04%
CPRT	A	-1.03%
ORA	B	-1.03%
INTU	C	-1.03%
SYK	C	-1.03%
MA	C	-1.02%
SNPS	B	-1.02%
VRSK	A	-1.01%
IT	C	-1.01%
ACN	C	-1.01%
CARR	D	-1.0%
PGR	A	-1.0%
HPQ	B	-1.0%
CME	A	-1.0%
ABT	B	-0.99%
FIS	C	-0.99%
GOOG	C	-0.98%
COR	B	-0.98%
CTSH	B	-0.97%
WDAY	B	-0.97%
TJX	A	-0.97%
MSCI	C	-0.96%
SPGI	C	-0.95%
ROP	B	-0.95%
ICE	C	-0.94%
MMC	B	-0.94%
AWK	D	-0.93%
PHM	D	-0.93%
MCO	B	-0.93%
ECL	D	-0.92%
SYY	B	-0.92%
AZO	C	-0.92%
ROST	C	-0.91%
MDT	D	-0.91%
JNJ	D	-0.89%
LEN	D	-0.88%
A	D	-0.88%
TXN	C	-0.88%
AMD	F	-0.88%
ADI	D	-0.87%
NKE	D	-0.86%
QCOM	F	-0.85%
GIS	D	-0.85%
PLD	D	-0.85%
ADBE	C	-0.84%
ON	D	-0.84%
PFE	D	-0.83%
AMGN	D	-0.83%
ABBV	D	-0.83%
TMO	F	-0.8%
HCA	F	-0.8%
MRK	F	-0.8%
EFX	F	-0.79%
MCHP	D	-0.77%
IQV	D	-0.75%
KLAC	D	-0.74%
MPWR	F	-0.58%