IMCG vs. HFGO ETF Comparison

Comparison of iShares Morningstar Mid-Cap Growth ETF (IMCG) to Hartford Large Cap Growth ETF (HFGO)

IMCG

iShares Morningstar Mid-Cap Growth ETF

IMCG Description

The investment seeks to track the investment results of the MorningstarÂ® US Mid Cap Broad Growth IndexSM composed of mid-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. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited above-average "growth" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.

Grade (RS Rating)

Last Trade

$72.91

Average Daily Volume

100,473

Number of Holdings ^*

299

* may have additional holdings in another (foreign) market

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

$21.75

Average Daily Volume

2,068

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	IMCG	HFGO
30 Days	5.12%	7.89%
60 Days	11.91%	15.58%
90 Days	7.39%	0.21%
12 Months	30.13%	50.68%

16 Overlapping Holdings

Symbol	Grade	Weight in IMCG	Weight in HFGO	Overlap
ALGN	D	0.22%	0.84%	0.22%
AVB	C	0.29%	0.7%	0.29%
AXON	A	0.53%	1.42%	0.53%
DDOG	B	0.62%	0.6%	0.6%
DELL	C	0.24%	0.73%	0.24%
DKNG	C	0.19%	1.15%	0.19%
DXCM	F	0.49%	0.66%	0.49%
EXAS	C	0.23%	1.28%	0.23%
FLEX	B	0.08%	1.22%	0.08%
LYV	A	0.3%	0.94%	0.3%
NTRA	A	0.29%	0.55%	0.29%
PINS	D	0.2%	1.37%	0.2%
PSTG	F	0.28%	0.48%	0.28%
RCL	B	0.52%	1.13%	0.52%
TRGP	A	0.26%	0.9%	0.26%
TW	A	0.27%	2.21%	0.27%

IMCG Overweight 283 Positions Relative to HFGO

Symbol	Grade	Weight
PLTR	A	1.34%
ADSK	B	1.06%
HLT	A	1.04%
AZO	D	1.0%
WDAY	D	0.94%
FTNT	A	0.92%
TTD	A	0.9%
ROST	D	0.9%
FICO	C	0.87%
GWW	B	0.86%
CPRT	B	0.85%
MSCI	B	0.84%
PAYX	B	0.84%
DASH	A	0.81%
PWR	A	0.8%
A	B	0.79%
MPWR	B	0.77%
IDXX	D	0.76%
HWM	A	0.76%
FAST	C	0.75%
EW	F	0.73%
IR	A	0.73%
HES	D	0.72%
SYY	D	0.72%
AME	C	0.72%
CARR	A	0.72%
YUM	C	0.72%
VRSK	D	0.71%
IT	A	0.71%
DLR	C	0.7%
SQ	D	0.68%
ODFL	F	0.68%
GEV	A	0.67%
EFX	D	0.66%
RMD	C	0.65%
NEM	C	0.65%
VRT	B	0.65%
ALNY	C	0.64%
VMC	D	0.61%
MLM	F	0.61%
XYL	C	0.6%
COIN	F	0.6%
WAB	A	0.59%
AMP	A	0.58%
MTD	C	0.58%
VEEV	C	0.57%
CMI	A	0.56%
JCI	C	0.56%
CSGP	F	0.56%
ROK	D	0.56%
LULU	D	0.55%
ARES	A	0.54%
CDW	D	0.54%
PSA	C	0.51%
HUBS	D	0.5%
IQV	F	0.5%
APP	A	0.5%
ANSS	D	0.5%
BRO	A	0.48%
CHD	D	0.48%
SBAC	C	0.48%
BR	B	0.47%
OTIS	A	0.47%
TEAM	D	0.47%
URI	C	0.47%
VST	A	0.46%
TYL	D	0.45%
FSLR	C	0.45%
EA	D	0.45%
TTWO	D	0.45%
TEL	D	0.44%
DECK	B	0.44%
TRV	B	0.43%
CBRE	C	0.43%
STE	D	0.43%
NET	D	0.43%
EL	D	0.42%
FCNCA	D	0.42%
TSCO	A	0.42%
RBLX	D	0.42%
HUBB	A	0.42%
STZ	D	0.41%
WST	D	0.4%
ALL	A	0.39%
PTC	B	0.39%
LVS	B	0.39%
D	A	0.39%
ILMN	B	0.38%
GDDY	B	0.38%
COR	F	0.38%
CSL	A	0.38%
INVH	D	0.37%
TRU	C	0.37%
EME	B	0.37%
SMCI	F	0.37%
DFS	A	0.36%
LII	C	0.35%
CPNG	C	0.35%
FTV	C	0.35%
CTVA	A	0.34%
DOV	C	0.34%
MDB	D	0.34%
O	C	0.34%
BKR	B	0.34%
MCHP	F	0.33%
IRM	B	0.33%
TPL	A	0.33%
PCG	C	0.33%
LPLA	D	0.32%
GRMN	D	0.32%
WSO	C	0.32%
DD	C	0.32%
MSTR	B	0.32%
FDS	C	0.32%
BURL	C	0.31%
SUI	D	0.31%
MANH	A	0.31%
KMB	D	0.31%
BAH	C	0.3%
FWONK	D	0.3%
IEX	D	0.3%
DOW	B	0.3%
VRSN	C	0.3%
GEHC	C	0.3%
CPAY	A	0.3%
PODD	C	0.3%
HSY	D	0.29%
HEI	C	0.29%
ROL	C	0.28%
DPZ	D	0.28%
ENPH	F	0.28%
WTW	C	0.28%
ZS	F	0.28%
COO	C	0.28%
VLTO	A	0.28%
HAL	D	0.27%
DT	B	0.27%
KDP	C	0.27%
DAL	C	0.27%
GGG	C	0.27%
IBKR	A	0.27%
FIX	A	0.26%
RJF	B	0.26%
ZBRA	B	0.26%
AWK	D	0.26%
EXR	D	0.25%
NDSN	C	0.25%
WAT	B	0.25%
ERIE	A	0.25%
ACGL	A	0.25%
NTNX	C	0.25%
FND	C	0.24%
PHM	C	0.24%
CLX	C	0.24%
NTAP	D	0.24%
JKHY	A	0.24%
EQT	C	0.24%
BMRN	F	0.24%
AMH	D	0.23%
PPG	D	0.23%
BALL	C	0.23%
EBAY	A	0.23%
CLH	B	0.23%
WING	C	0.23%
TECH	D	0.23%
DOCU	A	0.23%
TTEK	A	0.23%
LNG	A	0.23%
MKL	B	0.23%
PNR	C	0.22%
OKTA	F	0.22%
WSM	C	0.22%
PFGC	A	0.22%
KEYS	B	0.22%
ON	F	0.21%
HEI	C	0.21%
SRPT	F	0.21%
KIM	C	0.21%
TDY	A	0.21%
MOH	F	0.21%
SNAP	D	0.21%
BLDR	C	0.21%
NDAQ	C	0.21%
MKC	C	0.21%
NVT	C	0.21%
HOOD	B	0.21%
NBIX	F	0.21%
SAIA	D	0.21%
TWLO	B	0.2%
LECO	D	0.2%
J	F	0.2%
WMS	D	0.2%
ZBH	F	0.2%
ENTG	D	0.19%
AVTR	D	0.19%
GPN	F	0.19%
EQR	C	0.19%
RPM	A	0.19%
WRB	C	0.19%
DAY	C	0.18%
EXPE	B	0.18%
WYNN	B	0.18%
CHDN	C	0.18%
TER	C	0.18%
CASY	D	0.18%
DRI	C	0.18%
TRMB	B	0.18%
AVY	D	0.17%
VTR	C	0.17%
LDOS	A	0.17%
MRNA	F	0.17%
LW	D	0.17%
MEDP	F	0.16%
APTV	D	0.16%
MORN	B	0.16%
PAYC	D	0.16%
ACM	A	0.16%
JBHT	D	0.16%
ULTA	D	0.16%
ESS	D	0.16%
ELS	D	0.15%
CNM	F	0.15%
MAS	C	0.15%
TXT	F	0.15%
CINF	A	0.15%
GEN	A	0.15%
XPO	F	0.15%
CE	D	0.15%
GPC	D	0.15%
TSN	D	0.15%
UDR	C	0.15%
JBL	C	0.14%
CMS	A	0.14%
ALLE	A	0.14%
BLD	D	0.14%
AOS	C	0.14%
SWK	C	0.14%
LUV	B	0.14%
AKAM	D	0.13%
MAA	D	0.13%
POOL	D	0.13%
USFD	C	0.13%
CTRA	D	0.13%
SCI	D	0.12%
BRKR	D	0.12%
AZPN	A	0.12%
CRL	F	0.12%
U	D	0.12%
HII	F	0.12%
DLTR	F	0.12%
KMX	F	0.12%
RVTY	C	0.12%
BSY	D	0.12%
NRG	A	0.12%
EPAM	F	0.11%
CPT	C	0.11%
ALB	D	0.11%
TOL	C	0.11%
INCY	B	0.11%
RRX	B	0.11%
UHS	D	0.11%
SNA	C	0.1%
FFIV	B	0.1%
ARE	D	0.1%
DKS	D	0.1%
QRVO	F	0.1%
BJ	B	0.09%
REG	C	0.09%
CELH	F	0.09%
PCOR	D	0.09%
MGM	D	0.08%
CCK	C	0.08%
TFX	C	0.08%
AFG	A	0.07%
DVA	C	0.07%
HRL	F	0.06%
UHAL	C	0.06%
WTRG	D	0.06%
COTY	F	0.05%
WLK	C	0.04%
FWONA	C	0.03%
ALAB	C	0.02%
UHAL	C	0.0%

IMCG Underweight 26 Positions Relative to HFGO

Symbol	Grade	Weight
AAPL	C	-13.95%
NVDA	B	-11.45%
AMZN	C	-7.66%
MSFT	D	-6.45%
GOOGL	B	-4.41%
AVGO	B	-4.16%
META	A	-3.75%
NFLX	A	-3.68%
LLY	D	-3.01%
SPOT	C	-2.37%
UBER	C	-2.07%
NOW	B	-1.74%
ISRG	C	-1.41%
ONON	A	-1.36%
KKR	A	-1.26%
GE	B	-1.22%
TMUS	A	-1.2%
ORLY	A	-1.13%
QCOM	D	-1.11%
MRVL	C	-1.05%
MU	D	-1.05%
VRTX	D	-1.01%
ANET	A	-0.9%
ARM	C	-0.85%
ELF	F	-0.78%
BSX	A	-0.47%