HQGO vs. USMV ETF Comparison

Comparison of Hartford US Quality Growth ETF (HQGO) to iShares MSCI USA Minimum Volatility ETF (USMV)

HQGO

Hartford US Quality Growth ETF

HQGO Description

The fund generally invests at least 80% of its assets in securities of the Index and in depositary receipts representing securities of the index.

Grade (RS Rating)

Last Trade

$53.03

Average Daily Volume

Number of Holdings ^*

125

* may have additional holdings in another (foreign) market

USMV

iShares MSCI USA Minimum Volatility ETF

USMV Description

The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$93.46

Average Daily Volume

1,630,912

Number of Holdings ^*

170

* may have additional holdings in another (foreign) market

Performance

Period	HQGO	USMV
30 Days	4.87%	1.70%
60 Days	5.44%	2.42%
90 Days	7.05%	4.02%
12 Months		25.63%

45 Overlapping Holdings

Symbol	Grade	Weight in HQGO	Weight in USMV	Overlap
AAPL	C	4.3%	0.99%	0.99%
ABBV	D	1.61%	1.04%	1.04%
ACN	C	0.86%	1.29%	0.86%
AMZN	C	4.29%	0.14%	0.14%
ANET	C	0.42%	0.29%	0.29%
AVGO	D	1.88%	1.19%	1.19%
AZO	C	0.21%	0.98%	0.21%
BRK.A	B	0.78%	1.55%	0.78%
CDNS	B	1.16%	0.18%	0.18%
CDW	F	0.16%	0.35%	0.16%
CL	D	0.18%	0.41%	0.18%
CSCO	B	0.38%	1.47%	0.38%
CTSH	B	0.56%	0.76%	0.56%
DELL	C	0.19%	0.12%	0.12%
EA	A	0.51%	0.89%	0.51%
EOG	A	1.43%	0.17%	0.17%
FFIV	B	0.27%	0.55%	0.27%
FICO	B	1.46%	0.59%	0.59%
GILD	C	0.31%	0.94%	0.31%
HD	A	2.01%	0.3%	0.3%
HUBS	A	0.65%	0.24%	0.24%
INCY	C	0.31%	0.53%	0.31%
IT	C	0.75%	0.35%	0.35%
JNJ	D	1.7%	1.18%	1.18%
KEYS	A	0.28%	0.55%	0.28%
KR	B	0.37%	0.61%	0.37%
LLY	F	1.59%	1.25%	1.25%
MA	C	2.02%	0.7%	0.7%
MRK	F	1.53%	1.01%	1.01%
MSFT	F	3.75%	1.34%	1.34%
MSI	B	0.7%	1.81%	0.7%
NOW	A	0.72%	0.75%	0.72%
NTAP	C	1.01%	0.22%	0.22%
NVDA	C	6.08%	0.67%	0.67%
ORLY	B	0.36%	0.68%	0.36%
PG	A	1.78%	1.23%	1.23%
SNPS	B	0.67%	0.18%	0.18%
TJX	A	0.5%	0.45%	0.45%
TXN	C	0.26%	1.39%	0.26%
ULTA	F	0.14%	0.04%	0.04%
UNH	C	1.93%	1.34%	1.34%
V	A	2.07%	0.9%	0.9%
VRSN	F	0.65%	0.64%	0.64%
WMT	A	2.03%	1.78%	1.78%
XOM	B	1.88%	0.45%	0.45%

HQGO Overweight 80 Positions Relative to USMV

Symbol	Grade	Weight
GOOGL	C	4.86%
META	D	3.16%
COST	B	1.91%
APP	B	1.39%
DBX	B	1.19%
SHW	A	1.18%
GWW	B	1.17%
BLDR	D	1.04%
TSLA	B	1.01%
BKNG	A	0.99%
ADBE	C	0.98%
TEAM	A	0.93%
QCOM	F	0.91%
CVLT	B	0.81%
DOCU	A	0.78%
AMAT	F	0.76%
FAST	B	0.73%
LOW	D	0.72%
FTNT	C	0.69%
HPQ	B	0.67%
RHI	B	0.66%
MTD	D	0.65%
CTAS	B	0.63%
RPM	A	0.63%
LULU	C	0.6%
ADSK	A	0.6%
ALKS	B	0.54%
NXPI	D	0.54%
APPF	B	0.54%
KLAC	D	0.51%
TER	D	0.46%
RS	B	0.46%
MTCH	D	0.45%
ANF	C	0.44%
LRCX	F	0.44%
INTU	C	0.42%
Z	A	0.41%
NKE	D	0.41%
IDXX	F	0.41%
MANH	D	0.39%
VLTO	D	0.37%
LNTH	D	0.36%
CSGP	D	0.35%
NTNX	A	0.35%
TGT	F	0.31%
DECK	A	0.29%
BBY	D	0.28%
PSTG	D	0.28%
WSM	B	0.27%
SMAR	A	0.24%
EXEL	B	0.24%
CHX	C	0.23%
GAP	C	0.2%
ITW	B	0.19%
CRUS	D	0.18%
MAS	D	0.17%
WFRD	D	0.17%
PINS	D	0.16%
SBAC	D	0.15%
AYI	B	0.15%
LSCC	D	0.14%
QLYS	C	0.14%
ZTS	D	0.14%
LAMR	D	0.14%
DDOG	A	0.13%
ON	D	0.12%
MPWR	F	0.1%
ACLS	F	0.08%
RL	B	0.08%
PANW	C	0.08%
TSCO	D	0.07%
BBWI	D	0.07%
NYT	C	0.06%
LSTR	D	0.06%
ACI	C	0.05%
JPM	A	0.05%
PPG	F	0.04%
PLTR	B	0.02%
APA	D	0.02%
GPC	D	0.01%

HQGO Underweight 125 Positions Relative to USMV

Symbol	Grade	Weight
TMUS	B	-1.95%
PGR	A	-1.67%
IBM	C	-1.66%
WCN	A	-1.56%
RSG	A	-1.55%
DUK	C	-1.49%
CB	C	-1.47%
APH	A	-1.44%
WM	A	-1.44%
NOC	D	-1.43%
VZ	C	-1.35%
SO	D	-1.35%
MCK	B	-1.35%
ORCL	B	-1.31%
ROP	B	-1.3%
AJG	B	-1.27%
MCD	D	-1.25%
TRV	B	-1.15%
ED	D	-1.13%
MMC	B	-1.11%
PEP	F	-1.01%
GDDY	A	-1.0%
FCNCA	A	-0.88%
CBOE	B	-0.85%
LMT	D	-0.82%
K	A	-0.8%
WEC	A	-0.78%
T	A	-0.74%
TSN	B	-0.71%
VRTX	F	-0.69%
FI	A	-0.69%
ACGL	D	-0.68%
COR	B	-0.67%
GIS	D	-0.66%
AMGN	D	-0.59%
REGN	F	-0.59%
KDP	D	-0.59%
TDY	B	-0.57%
BDX	F	-0.56%
FANG	D	-0.55%
MPC	D	-0.54%
AON	A	-0.53%
CME	A	-0.53%
PTC	A	-0.52%
ELV	F	-0.52%
YUM	B	-0.5%
BMY	B	-0.49%
XEL	A	-0.46%
NEM	D	-0.46%
UBER	D	-0.45%
JNPR	F	-0.45%
MDLZ	F	-0.44%
WDAY	B	-0.43%
EG	C	-0.43%
ERIE	D	-0.42%
VRSK	A	-0.42%
CHD	B	-0.4%
HUM	C	-0.4%
BAH	F	-0.39%
CMCSA	B	-0.39%
AEP	D	-0.39%
AKAM	D	-0.39%
KHC	F	-0.38%
WTW	B	-0.38%
CTVA	C	-0.38%
ROL	B	-0.36%
AFG	A	-0.35%
GEN	B	-0.35%
CVX	A	-0.34%
MKL	A	-0.34%
GRMN	B	-0.33%
CPB	D	-0.33%
AIZ	A	-0.32%
NBIX	C	-0.32%
WMB	A	-0.31%
WRB	A	-0.31%
GLW	B	-0.31%
FWONK	B	-0.31%
HSY	F	-0.3%
ICE	C	-0.28%
L	A	-0.28%
HON	B	-0.25%
AEE	A	-0.24%
ADI	D	-0.23%
D	C	-0.23%
AZPN	A	-0.23%
ALNY	D	-0.22%
BMRN	D	-0.22%
HRL	D	-0.21%
CI	F	-0.21%
KMB	D	-0.21%
TW	A	-0.2%
DTE	C	-0.2%
PKG	A	-0.2%
PFE	D	-0.2%
DPZ	C	-0.19%
CRWD	B	-0.19%
CMS	C	-0.19%
MELI	D	-0.18%
MOH	F	-0.18%
HOLX	D	-0.16%
LIN	D	-0.16%
STX	D	-0.16%
GOOG	C	-0.16%
UTHR	C	-0.14%
MDT	D	-0.13%
HIG	B	-0.12%
OXY	D	-0.12%
DGX	A	-0.11%
KO	D	-0.1%
LNT	A	-0.1%
RTX	C	-0.09%
ADP	B	-0.09%
ABT	B	-0.09%
OTIS	C	-0.07%
TEL	B	-0.07%
ATO	A	-0.06%
PSX	C	-0.06%
FSLR	F	-0.06%
KNX	B	-0.06%
VLO	C	-0.05%
BR	A	-0.05%
CRM	B	-0.05%
GD	F	-0.05%
CVS	D	-0.04%