IWX vs. HFGO ETF Comparison

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

IWX

iShares Russell Top 200 Value ETF

IWX Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value 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 Value Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization value sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$84.27

Average Daily Volume

315,888

Number of Holdings ^*

158

* 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

$23.07

Average Daily Volume

4,751

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	IWX	HFGO
30 Days	2.62%	4.24%
60 Days	4.46%	7.50%
90 Days	6.64%	8.74%
12 Months	28.30%	43.92%

10 Overlapping Holdings

Symbol	Grade	Weight in IWX	Weight in HFGO	Overlap
BSX	B	0.77%	0.74%	0.74%
CRM	B	0.28%	0.78%	0.28%
DELL	C	0.18%	0.82%	0.18%
GE	D	0.91%	1.19%	0.91%
KKR	A	0.43%	1.49%	0.43%
MRVL	B	0.42%	0.98%	0.42%
MU	D	0.64%	1.02%	0.64%
ORLY	B	0.03%	1.17%	0.03%
TMUS	B	0.69%	0.84%	0.69%
VRTX	F	0.36%	0.91%	0.36%

IWX Overweight 148 Positions Relative to HFGO

Symbol	Grade	Weight
BRK.A	B	5.18%
JPM	A	4.24%
XOM	B	3.23%
UNH	C	3.06%
JNJ	D	2.24%
WMT	A	2.2%
BAC	A	1.91%
PG	A	1.87%
CVX	A	1.68%
WFC	A	1.57%
CSCO	B	1.4%
ACN	C	1.34%
LIN	D	1.3%
DIS	B	1.27%
ABT	B	1.21%
PM	B	1.2%
MCD	D	1.19%
TMO	F	1.18%
IBM	C	1.13%
VZ	C	1.06%
ABBV	D	1.0%
CMCSA	B	0.99%
T	A	0.98%
TXN	C	0.97%
CAT	B	0.97%
NEE	D	0.95%
SPGI	C	0.95%
RTX	C	0.95%
LOW	D	0.93%
BLK	C	0.93%
DHR	F	0.9%
MS	A	0.88%
ETN	A	0.86%
PFE	D	0.85%
GS	A	0.83%
COP	C	0.79%
C	A	0.79%
HON	B	0.76%
CB	C	0.7%
BMY	B	0.69%
MDT	D	0.68%
GILD	C	0.66%
SCHW	B	0.65%
PLD	D	0.63%
ADI	D	0.62%
KO	D	0.62%
INTC	D	0.62%
DE	A	0.61%
AXP	A	0.61%
SYK	C	0.6%
UPS	C	0.59%
MO	A	0.58%
SO	D	0.58%
MMC	B	0.57%
PH	A	0.54%
GEV	B	0.54%
PYPL	B	0.53%
ICE	C	0.53%
MDLZ	F	0.52%
DUK	C	0.52%
PNC	B	0.5%
FI	A	0.5%
BA	F	0.49%
EQIX	A	0.49%
CME	A	0.49%
CI	F	0.49%
HD	A	0.49%
WELL	A	0.49%
EOG	A	0.47%
USB	A	0.47%
LMT	D	0.47%
ELV	F	0.47%
GD	F	0.47%
AMD	F	0.45%
AON	A	0.45%
UNP	C	0.45%
REGN	F	0.44%
EMR	A	0.44%
APD	A	0.43%
COF	B	0.42%
TGT	F	0.42%
CRH	A	0.41%
NOC	D	0.41%
CSX	B	0.41%
FDX	B	0.4%
CVS	D	0.4%
BDX	F	0.39%
CARR	D	0.38%
GM	B	0.38%
MAR	B	0.38%
TT	A	0.37%
FCX	D	0.37%
SLB	C	0.37%
TFC	A	0.37%
NSC	B	0.36%
CEG	D	0.36%
TRV	B	0.36%
PCAR	B	0.35%
MMM	D	0.35%
ROP	B	0.35%
SRE	A	0.35%
JCI	C	0.34%
TDG	D	0.33%
PSX	C	0.33%
MPC	D	0.33%
TJX	A	0.33%
AEP	D	0.31%
MET	A	0.3%
AIG	B	0.3%
ITW	B	0.3%
D	C	0.29%
HCA	F	0.29%
PEP	F	0.28%
NEM	D	0.28%
VLO	C	0.27%
MCK	B	0.27%
PSA	D	0.27%
MSI	B	0.26%
RSG	A	0.26%
F	C	0.26%
STZ	D	0.23%
CL	D	0.21%
APH	A	0.21%
NKE	D	0.21%
KDP	D	0.21%
EW	C	0.2%
OXY	D	0.2%
AMGN	D	0.2%
KHC	F	0.17%
KMB	D	0.16%
SBUX	A	0.15%
PGR	A	0.14%
APO	B	0.13%
ZTS	D	0.08%
FTNT	C	0.07%
QCOM	F	0.07%
AMAT	F	0.07%
MRNA	F	0.07%
EL	F	0.06%
BKNG	A	0.06%
ECL	D	0.05%
SHW	A	0.05%
ADP	B	0.05%
MNST	C	0.04%
DASH	A	0.04%
AZO	C	0.03%
CPRT	A	0.02%
CTAS	B	0.02%

IWX Underweight 30 Positions Relative to HFGO

Symbol	Grade	Weight
AAPL	C	-13.05%
NVDA	C	-12.45%
AMZN	C	-6.94%
GOOGL	C	-6.1%
MSFT	F	-5.6%
META	D	-4.97%
AVGO	D	-4.05%
SPOT	B	-2.62%
LLY	F	-2.35%
TW	A	-2.34%
AXON	A	-2.25%
ANET	C	-2.19%
NOW	A	-1.96%
UBER	D	-1.88%
DKNG	B	-1.57%
RCL	A	-1.53%
ONON	A	-1.43%
NFLX	A	-1.29%
NTRA	B	-1.27%
LYV	A	-1.22%
PINS	D	-1.19%
TRGP	B	-1.17%
FLEX	A	-1.05%
ISRG	A	-1.02%
EXAS	D	-0.99%
ARM	D	-0.79%
ALGN	D	-0.78%
AVB	B	-0.68%
DAL	C	-0.54%
DDOG	A	-0.46%