HFGO vs. SIZE ETF Comparison

Comparison of Hartford Large Cap Growth ETF (HFGO) to iShares MSCI USA Size Factor (SIZE)

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

$21.44

Average Daily Volume

2,048

Number of Holdings ^*

* may have additional holdings in another (foreign) market

SIZE

iShares MSCI USA Size Factor

SIZE Description

The investment seeks to track the performance of MSCI USA Risk Weighted Index that measures the performance of U.S. large- and mid-capitalization stocks with relatively smaller average market capitalization, before fees and expenses. The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The MSCI USA Risk Weighted Index (the "underlying index") is based on a traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid- capitalization stocks.

Grade (RS Rating)

Last Trade

$147.94

Average Daily Volume

4,160

Number of Holdings ^*

123

* may have additional holdings in another (foreign) market

Performance

Period	HFGO	SIZE
30 Days	0.91%	2.44%
60 Days	2.01%	4.40%
90 Days	1.15%	7.48%
12 Months	47.80%	26.83%

11 Overlapping Holdings

Symbol	Grade	Weight in HFGO	Weight in SIZE	Overlap
AAPL	C	13.89%	5.47%	5.47%
ANET	A	0.9%	0.71%	0.71%
AVB	C	0.65%	0.25%	0.25%
GOOGL	D	4.75%	1.65%	1.65%
LLY	C	4.13%	4.3%	4.13%
META	A	3.51%	3.93%	3.51%
MSFT	C	6.64%	4.74%	4.74%
NFLX	B	3.38%	1.51%	1.51%
NVDA	D	11.52%	5.9%	5.9%
QCOM	F	1.17%	1.22%	1.17%
VRTX	D	1.03%	0.66%	0.66%

HFGO Overweight 31 Positions Relative to SIZE

Symbol	Grade	Weight
AMZN	C	8.24%
AVGO	C	4.21%
SPOT	B	2.44%
TW	B	2.14%
UBER	C	1.87%
NOW	A	1.7%
PINS	F	1.41%
ISRG	C	1.31%
KKR	A	1.29%
DKNG	C	1.26%
FLEX	C	1.24%
ONON	C	1.23%
MU	F	1.23%
GE	A	1.22%
AXON	A	1.2%
ORLY	D	1.15%
TMUS	C	1.13%
RCL	A	1.11%
EXAS	C	0.97%
LYV	B	0.95%
MRVL	C	0.95%
ARM	C	0.95%
ELF	F	0.92%
TRGP	B	0.85%
ALGN	D	0.84%
DELL	C	0.73%
DXCM	F	0.66%
DDOG	D	0.61%
PSTG	F	0.58%
NTRA	B	0.49%
BSX	B	0.44%

HFGO Underweight 112 Positions Relative to SIZE

Symbol	Grade	Weight
V	C	-4.24%
MA	B	-4.06%
UNH	C	-2.87%
COST	B	-2.62%
JNJ	C	-2.35%
TJX	C	-2.06%
ADBE	F	-1.91%
KO	B	-1.69%
ACN	C	-1.68%
ADP	B	-1.66%
COP	D	-1.62%
CSCO	B	-1.53%
NKE	D	-1.47%
GOOG	D	-1.43%
TXN	C	-1.36%
AMAT	D	-1.33%
CAT	B	-1.28%
PEP	D	-1.25%
CMG	C	-1.23%
LIN	B	-1.21%
LMT	B	-1.17%
KLAC	D	-0.95%
DHI	C	-0.86%
SRE	B	-0.85%
BLK	B	-0.85%
SLB	F	-0.84%
PLD	C	-0.83%
LRCX	F	-0.81%
MMC	C	-0.78%
ITW	C	-0.69%
PEG	A	-0.67%
PSA	B	-0.6%
CTAS	C	-0.59%
SHW	B	-0.58%
LULU	D	-0.56%
ZTS	C	-0.56%
MCO	A	-0.55%
NVR	B	-0.55%
CDNS	D	-0.55%
ED	C	-0.55%
MMM	A	-0.53%
CME	C	-0.51%
GWW	A	-0.5%
PHM	B	-0.48%
SNPS	D	-0.48%
PAYX	C	-0.47%
APH	C	-0.46%
TSCO	C	-0.45%
DECK	D	-0.44%
GRMN	D	-0.41%
AFL	C	-0.41%
ATO	B	-0.38%
IDXX	D	-0.36%
FAST	C	-0.36%
TPL	A	-0.35%
ULTA	D	-0.33%
APD	B	-0.32%
CBRE	A	-0.32%
WSM	D	-0.32%
BBY	C	-0.31%
ODFL	D	-0.3%
MPWR	C	-0.29%
ACGL	B	-0.29%
CSGP	D	-0.29%
FERG	D	-0.28%
AMP	B	-0.26%
EW	F	-0.25%
VLTO	B	-0.23%
NTAP	D	-0.22%
POOL	D	-0.22%
A	C	-0.22%
MNST	D	-0.21%
APA	F	-0.2%
ROK	F	-0.2%
RMD	C	-0.19%
MANH	A	-0.19%
EQR	C	-0.19%
EQT	D	-0.18%
HSY	D	-0.18%
EA	D	-0.18%
TROW	D	-0.17%
PPG	D	-0.16%
KEYS	C	-0.16%
VEEV	C	-0.16%
CBOE	C	-0.15%
SMCI	F	-0.15%
EXPD	C	-0.13%
EME	A	-0.13%
MOH	D	-0.12%
LPLA	F	-0.12%
WST	D	-0.12%
ROL	C	-0.12%
WAT	C	-0.12%
OMC	B	-0.11%
ENPH	D	-0.11%
WSO	C	-0.11%
ERIE	B	-0.11%
FDS	C	-0.11%
JKHY	C	-0.1%
GGG	C	-0.1%
AVY	D	-0.09%
PKG	B	-0.09%
UTHR	C	-0.08%
RS	D	-0.08%
AOS	D	-0.07%
MKTX	C	-0.07%
IPG	C	-0.06%
SEIC	C	-0.06%
AFG	B	-0.06%
PAYC	D	-0.06%
SOLV	C	-0.05%
WBA	F	-0.03%