HFGO vs. IWY ETF Comparison

Comparison of Hartford Large Cap Growth ETF (HFGO) to iShares Russell Top 200 Growth ETF (IWY)

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

IWY

iShares Russell Top 200 Growth ETF

IWY Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200 Growth Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization growth sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$228.53

Average Daily Volume

255,415

Number of Holdings ^*

104

* may have additional holdings in another (foreign) market

Performance

Period	HFGO	IWY
30 Days	4.24%	3.21%
60 Days	7.50%	4.64%
90 Days	8.74%	6.06%
12 Months	43.92%	35.63%

20 Overlapping Holdings

Symbol	Grade	Weight in HFGO	Weight in IWY	Overlap
AAPL	C	13.05%	12.86%	12.86%
AMZN	C	6.94%	7.41%	6.94%
ANET	C	2.19%	0.38%	0.38%
AVGO	D	4.05%	2.95%	2.95%
CRM	B	0.78%	1.02%	0.78%
DELL	C	0.82%	0.02%	0.02%
GE	D	1.19%	0.16%	0.16%
GOOGL	C	6.1%	3.99%	3.99%
ISRG	A	1.02%	0.73%	0.73%
KKR	A	1.49%	0.11%	0.11%
LLY	F	2.35%	2.35%	2.35%
META	D	4.97%	4.78%	4.78%
MRVL	B	0.98%	0.02%	0.02%
MSFT	F	5.6%	12.14%	5.6%
NFLX	A	1.29%	1.39%	1.29%
NOW	A	1.96%	0.82%	0.82%
NVDA	C	12.45%	13.07%	12.45%
ORLY	B	1.17%	0.25%	0.25%
UBER	D	1.88%	0.58%	0.58%
VRTX	F	0.91%	0.24%	0.24%

HFGO Overweight 20 Positions Relative to IWY

Symbol	Grade	Weight
SPOT	B	2.62%
TW	A	2.34%
AXON	A	2.25%
DKNG	B	1.57%
RCL	A	1.53%
ONON	A	1.43%
NTRA	B	1.27%
LYV	A	1.22%
PINS	D	1.19%
TRGP	B	1.17%
FLEX	A	1.05%
MU	D	1.02%
EXAS	D	0.99%
TMUS	B	0.84%
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 84 Positions Relative to IWY

Symbol	Grade	Weight
TSLA	B	-3.51%
GOOG	C	-3.37%
V	A	-1.92%
MA	C	-1.7%
COST	B	-1.58%
HD	A	-1.27%
ORCL	B	-1.13%
MRK	F	-0.96%
ADBE	C	-0.88%
INTU	C	-0.74%
PEP	F	-0.68%
QCOM	F	-0.66%
BKNG	A	-0.63%
AMD	F	-0.56%
KO	D	-0.54%
AMAT	F	-0.51%
PGR	A	-0.5%
ABBV	D	-0.5%
BX	A	-0.5%
AMGN	D	-0.47%
PANW	C	-0.47%
ADP	B	-0.45%
LRCX	F	-0.36%
AMT	D	-0.36%
PG	A	-0.35%
SBUX	A	-0.34%
WM	A	-0.34%
KLAC	D	-0.33%
TJX	A	-0.32%
SHW	A	-0.32%
CDNS	B	-0.31%
SNPS	B	-0.31%
CMG	B	-0.31%
CRWD	B	-0.3%
MCO	B	-0.29%
CTAS	B	-0.28%
UNP	C	-0.27%
ZTS	D	-0.26%
APO	B	-0.25%
ADSK	A	-0.25%
AXP	A	-0.24%
ABNB	C	-0.23%
WDAY	B	-0.22%
NKE	D	-0.22%
ECL	D	-0.21%
GS	A	-0.2%
DASH	A	-0.2%
FTNT	C	-0.19%
APH	A	-0.19%
AZO	C	-0.19%
CPRT	A	-0.18%
SNOW	C	-0.16%
SYK	C	-0.16%
CL	D	-0.16%
UNH	C	-0.15%
TEAM	A	-0.15%
MSI	B	-0.15%
FI	A	-0.15%
LULU	C	-0.15%
LMT	D	-0.14%
MCK	B	-0.13%
MNST	C	-0.12%
ITW	B	-0.12%
TT	A	-0.12%
CAT	B	-0.1%
TXN	C	-0.09%
HON	B	-0.09%
KMB	D	-0.07%
ELV	F	-0.06%
MMC	B	-0.06%
BA	F	-0.06%
HCA	F	-0.06%
SCHW	B	-0.05%
MMM	D	-0.05%
MCD	D	-0.05%
TDG	D	-0.05%
MS	A	-0.04%
CEG	D	-0.04%
REGN	F	-0.03%
EW	C	-0.03%
PSA	D	-0.03%
CI	F	-0.03%
EQIX	A	-0.02%
EL	F	-0.02%