VMAX vs. SFY ETF Comparison

Comparison of Hartford US Value ETF (VMAX) to SoFi Select 500 ETF (SFY)
VMAX

Hartford US Value ETF

VMAX 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

$51.92

Average Daily Volume

72

Number of Holdings *

148

* may have additional holdings in another (foreign) market
SFY

SoFi Select 500 ETF

SFY Description The investment seeks to track the performance, before fees and expenses, of the Solactive SoFi US 500 Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index follows a rules-based methodology that tracks the performance of 500 of the largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors.

Grade (RS Rating)

Last Trade

$111.12

Average Daily Volume

38,531

Number of Holdings *

495

* may have additional holdings in another (foreign) market
Performance
Period VMAX SFY
30 Days 3.35% 3.59%
60 Days 4.23% 6.44%
90 Days 5.95% 8.95%
12 Months 38.58%
108 Overlapping Holdings
Symbol Grade Weight in VMAX Weight in SFY Overlap
AAPL B 0.34% 4.2% 0.34%
AEP D 0.08% 0.06% 0.06%
AMAT F 0.15% 0.17% 0.15%
AMT D 0.65% 0.18% 0.18%
AXP A 0.27% 0.28% 0.27%
BAC A 1.28% 0.61% 0.61%
BBY D 1.25% 0.02% 0.02%
BK A 1.23% 0.16% 0.16%
BKNG B 0.01% 0.25% 0.01%
BLDR C 0.91% 0.02% 0.02%
BRK.A B 0.93% 0.81% 0.81%
C A 1.89% 0.26% 0.26%
CAT B 0.69% 0.24% 0.24%
CB D 0.67% 0.21% 0.21%
CCI D 0.07% 0.04% 0.04%
CFG B 0.21% 0.03% 0.03%
CINF A 1.03% 0.05% 0.05%
CMCSA C 0.13% 0.25% 0.13%
CMI A 0.14% 0.06% 0.06%
COF B 0.61% 0.11% 0.11%
COP D 0.85% 0.11% 0.11%
CSCO A 0.26% 0.25% 0.25%
CTAS B 0.52% 0.11% 0.11%
CTSH B 0.13% 0.05% 0.05%
CVS D 1.86% 0.14% 0.14%
CVX B 0.76% 0.26% 0.26%
DELL C 0.77% 0.06% 0.06%
DTE C 0.27% 0.02% 0.02%
DUK C 0.95% 0.12% 0.12%
DVN F 0.8% 0.02% 0.02%
EG C 0.03% 0.03% 0.03%
ELV F 1.1% 0.12% 0.12%
EOG C 2.07% 0.08% 0.08%
EQIX A 0.5% 0.13% 0.13%
ETR B 0.99% 0.03% 0.03%
EXC D 0.11% 0.07% 0.07%
FANG F 0.03% 0.05% 0.03%
FCNCA B 0.01% 0.08% 0.01%
FDX B 1.16% 0.07% 0.07%
FITB B 0.83% 0.05% 0.05%
GILD B 0.82% 0.37% 0.37%
GOOGL C 1.19% 1.72% 1.19%
GS B 0.46% 0.43% 0.43%
GWW A 0.46% 0.07% 0.07%
HBAN B 0.7% 0.04% 0.04%
HCA F 0.68% 0.1% 0.1%
HD A 0.32% 0.44% 0.32%
HPE B 0.96% 0.04% 0.04%
HPQ B 1.94% 0.04% 0.04%
HUM C 0.63% 0.05% 0.05%
IBM C 0.07% 0.52% 0.07%
IRM C 0.86% 0.05% 0.05%
ITW A 0.42% 0.09% 0.09%
JKHY D 0.27% 0.02% 0.02%
JNJ D 0.97% 0.43% 0.43%
JPM B 1.35% 1.55% 1.35%
KR A 1.15% 0.06% 0.06%
LLY F 0.17% 2.06% 0.17%
LOW C 0.56% 0.15% 0.15%
MA B 1.33% 0.67% 0.67%
MCO A 1.24% 0.16% 0.16%
META D 1.34% 3.02% 1.34%
MKL A 0.26% 0.03% 0.03%
MO A 0.66% 0.1% 0.1%
MPC F 1.33% 0.05% 0.05%
MRK F 0.24% 0.77% 0.24%
MS B 0.2% 0.34% 0.2%
MSCI C 0.23% 0.07% 0.07%
MTB B 1.9% 0.06% 0.06%
NEE D 0.71% 0.21% 0.21%
NRG C 1.54% 0.03% 0.03%
NTAP C 0.44% 0.03% 0.03%
NUE D 0.29% 0.03% 0.03%
NVDA C 0.99% 17.18% 0.99%
PGR A 0.12% 0.5% 0.12%
PHM C 0.22% 0.03% 0.03%
PNC A 1.27% 0.13% 0.13%
PRU A 0.39% 0.08% 0.08%
PSX C 0.47% 0.06% 0.06%
PYPL A 1.07% 0.13% 0.13%
QCOM F 0.64% 0.2% 0.2%
RF B 1.15% 0.03% 0.03%
RS B 0.67% 0.02% 0.02%
SBAC D 0.28% 0.03% 0.03%
SHW A 0.85% 0.1% 0.1%
SO D 0.87% 0.12% 0.12%
SPG C 0.51% 0.08% 0.08%
STLD B 1.55% 0.02% 0.02%
STT A 1.32% 0.06% 0.06%
SW B 0.51% 0.04% 0.04%
SYF A 1.38% 0.06% 0.06%
T A 1.54% 0.34% 0.34%
TGT F 0.96% 0.07% 0.07%
TJX A 0.25% 0.19% 0.19%
TMUS A 0.43% 0.16% 0.16%
TROW A 1.05% 0.03% 0.03%
UNH B 0.8% 0.89% 0.8%
USB A 1.46% 0.14% 0.14%
V A 0.66% 0.73% 0.66%
VICI C 0.81% 0.06% 0.06%
VLO C 1.45% 0.04% 0.04%
VZ B 1.14% 0.22% 0.22%
WFC A 1.85% 0.33% 0.33%
WMT B 0.7% 0.53% 0.53%
WSM B 0.01% 0.02% 0.01%
WY D 0.11% 0.02% 0.02%
XEL A 0.18% 0.04% 0.04%
XOM C 0.91% 0.54% 0.54%
VMAX Overweight 40 Positions Relative to SFY
Symbol Grade Weight
LNC B 1.57%
NFG B 1.2%
GAP C 1.17%
LAMR C 1.13%
BCC B 1.02%
JHG A 1.02%
APA F 0.93%
JXN B 0.93%
ACI C 0.68%
OGN F 0.65%
AVT C 0.65%
CHRD F 0.58%
CMC B 0.57%
MTG B 0.55%
TEX D 0.52%
MGY B 0.51%
CBT C 0.46%
MLI C 0.4%
R B 0.38%
UNM A 0.37%
RHI C 0.33%
AXS A 0.32%
BPOP B 0.31%
OZK B 0.29%
RDN C 0.26%
LNTH D 0.25%
UFPI B 0.21%
CRBG B 0.2%
M D 0.17%
NXPI D 0.16%
DINO F 0.14%
DKS C 0.11%
COLB B 0.11%
FHN B 0.1%
HRB D 0.1%
OVV C 0.08%
ESNT D 0.05%
WFRD F 0.05%
CHX C 0.04%
SM C 0.02%
VMAX Underweight 387 Positions Relative to SFY
Symbol Grade Weight
MSFT D -5.38%
AMZN C -4.53%
AVGO D -2.8%
AMD F -1.44%
TSLA B -0.96%
CRM B -0.8%
NFLX B -0.74%
UBER D -0.7%
MU D -0.66%
NOW B -0.56%
COST B -0.55%
PLTR B -0.53%
ABBV D -0.53%
PG A -0.51%
ORCL C -0.48%
PANW C -0.44%
CRWD B -0.42%
KKR B -0.41%
VRTX D -0.4%
APP B -0.39%
DIS B -0.39%
RTX D -0.38%
ISRG C -0.38%
ADBE C -0.37%
AMGN D -0.36%
BSX C -0.35%
KO D -0.34%
GEV C -0.33%
INTU C -0.33%
PM B -0.32%
PFE D -0.32%
SPGI C -0.31%
INTC C -0.31%
WELL C -0.29%
ACN B -0.29%
MCD D -0.28%
PEP F -0.28%
BX B -0.28%
ABT B -0.27%
LIN D -0.27%
RCL B -0.25%
WDAY C -0.25%
COIN B -0.25%
TMO F -0.24%
BLK C -0.23%
ETN A -0.23%
NEM F -0.22%
HON B -0.21%
FI A -0.21%
SQ B -0.21%
SYK C -0.2%
ANET C -0.18%
DDOG A -0.18%
ICE D -0.18%
LMT D -0.17%
DASH A -0.17%
MMC A -0.17%
CI D -0.17%
MMM D -0.17%
APO A -0.17%
HUBS B -0.16%
TXN D -0.16%
GE D -0.16%
TDG D -0.16%
MDT D -0.16%
UNP C -0.16%
ADP B -0.16%
BMY B -0.16%
CMG B -0.15%
SCHW A -0.15%
TTD B -0.15%
TT B -0.15%
AJG A -0.15%
CME A -0.14%
VRT B -0.14%
BA D -0.14%
SBUX B -0.14%
SNPS B -0.14%
AON A -0.13%
MSI C -0.13%
CEG D -0.13%
PLD D -0.13%
DHR D -0.13%
AXON B -0.13%
APH B -0.13%
ALL B -0.13%
CL D -0.13%
ALNY D -0.12%
WM A -0.12%
TEAM B -0.12%
BDX F -0.12%
REGN F -0.12%
CDNS B -0.12%
ADSK B -0.12%
PH A -0.12%
TRV B -0.12%
ZTS D -0.12%
O D -0.12%
LHX C -0.11%
SLB C -0.11%
SNOW C -0.11%
EXR C -0.11%
FCX F -0.11%
MCK C -0.11%
NET B -0.11%
MDLZ F -0.11%
HLT A -0.1%
ZS C -0.1%
NKE F -0.1%
ACGL D -0.1%
EMR A -0.1%
ORLY B -0.1%
DE B -0.1%
DLR A -0.1%
ADI D -0.1%
UPS C -0.1%
MRVL B -0.1%
XYL D -0.1%
ROP B -0.1%
AMP B -0.1%
NOC D -0.1%
GD F -0.1%
CARR C -0.1%
ABNB C -0.1%
LVS C -0.1%
BKR C -0.09%
MAR A -0.09%
PSTG D -0.09%
LRCX F -0.09%
FICO B -0.09%
URI B -0.09%
FIS D -0.09%
KLAC F -0.09%
PWR A -0.09%
HWM B -0.09%
FTNT C -0.09%
ECL D -0.09%
CAH B -0.08%
WMB B -0.08%
MET A -0.08%
GM B -0.08%
OKE C -0.08%
DFS B -0.08%
WDC C -0.08%
SMCI D -0.08%
APD A -0.08%
FSLR F -0.08%
CBRE B -0.07%
DHI D -0.07%
DXCM C -0.07%
NTRS A -0.07%
CPRT A -0.07%
F C -0.07%
FLUT A -0.07%
LUV B -0.07%
ES D -0.07%
BAX F -0.07%
VST B -0.07%
IR A -0.07%
GLW B -0.07%
NSC A -0.07%
JCI C -0.07%
AFL B -0.07%
PCG B -0.07%
AZO C -0.07%
ROST C -0.07%
COR C -0.07%
CSX B -0.07%
CCL B -0.07%
MSTR C -0.07%
GDDY B -0.07%
DD D -0.07%
DKNG C -0.07%
PODD B -0.07%
PCAR B -0.07%
EW C -0.06%
TFC B -0.06%
KMB C -0.06%
VEEV B -0.06%
CTVA B -0.06%
FAST B -0.06%
DAL B -0.06%
KMI B -0.06%
TSN B -0.06%
WAB B -0.06%
NDAQ A -0.06%
PSA C -0.06%
PAYX B -0.06%
DOCU A -0.06%
HES C -0.06%
KVUE A -0.06%
STE F -0.06%
RSG A -0.06%
STX D -0.06%
TRU D -0.06%
ZM B -0.06%
D C -0.05%
GEHC F -0.05%
SYY C -0.05%
YUM B -0.05%
OKTA C -0.05%
AIG B -0.05%
LYV A -0.05%
ANSS B -0.05%
WTW B -0.05%
EBAY C -0.05%
PINS F -0.05%
DECK A -0.05%
VRSK A -0.05%
MLM B -0.05%
PEG A -0.05%
IQV F -0.05%
IT C -0.05%
TRGP B -0.05%
OTIS C -0.05%
RMD C -0.05%
SRE A -0.05%
IDXX F -0.05%
LEN C -0.05%
EA C -0.05%
MDB C -0.05%
KDP D -0.05%
HIG B -0.05%
STZ D -0.05%
GPN C -0.05%
AME A -0.05%
MNST B -0.05%
ARES B -0.05%
MANH C -0.04%
BAH F -0.04%
EXPE B -0.04%
PPG D -0.04%
ROK B -0.04%
INCY C -0.04%
HUBB B -0.04%
ED D -0.04%
AWK D -0.04%
CHTR C -0.04%
DOW F -0.04%
A D -0.04%
CPAY A -0.04%
AVB B -0.04%
LPLA B -0.04%
PTC A -0.04%
TYL A -0.04%
ZBH C -0.04%
GIS D -0.04%
BR A -0.04%
CLX C -0.04%
GRMN A -0.04%
ODFL B -0.04%
ARE D -0.04%
FTV B -0.04%
CNC F -0.04%
BRO B -0.04%
VTRS B -0.04%
CSGP C -0.04%
UAL B -0.04%
VMC B -0.04%
CHD B -0.04%
RJF A -0.04%
FE D -0.04%
EFX D -0.04%
MPWR F -0.04%
EIX A -0.04%
EME B -0.04%
SJM D -0.04%
RBLX C -0.04%
AES F -0.03%
RPRX D -0.03%
ADM F -0.03%
ROL B -0.03%
MKC D -0.03%
OMC C -0.03%
LYB F -0.03%
ALGN D -0.03%
CBOE B -0.03%
MTD F -0.03%
ERIE D -0.03%
SSNC A -0.03%
MCHP F -0.03%
NVR D -0.03%
AEE A -0.03%
TDY B -0.03%
DRI B -0.03%
LII A -0.03%
IFF D -0.03%
CDW F -0.03%
ON C -0.03%
ENTG D -0.03%
BURL B -0.03%
TWLO B -0.03%
WRB A -0.03%
MOH F -0.03%
TTWO B -0.03%
KHC D -0.03%
PPL B -0.03%
DOV A -0.03%
ILMN C -0.03%
KEYS B -0.03%
VLTO C -0.03%
INVH D -0.03%
CVNA B -0.03%
VTR D -0.03%
OXY F -0.03%
HSY F -0.03%
LNG B -0.03%
TSCO C -0.03%
HAL C -0.03%
WEC A -0.03%
EQR B -0.03%
LDOS D -0.03%
BMRN F -0.03%
UDR B -0.02%
CSL B -0.02%
JBHT C -0.02%
DPZ C -0.02%
RVTY D -0.02%
EVRG A -0.02%
HST C -0.02%
CTRA B -0.02%
CAG D -0.02%
ZBRA A -0.02%
AVY D -0.02%
MRO B -0.02%
NI A -0.02%
EPAM C -0.02%
DLTR D -0.02%
SWK D -0.02%
LNT A -0.02%
DGX B -0.02%
DOC C -0.02%
ULTA F -0.02%
IEX B -0.02%
MAS C -0.02%
HOLX D -0.02%
BALL D -0.02%
GPC D -0.02%
DG F -0.02%
OC B -0.02%
PNR B -0.02%
AKAM F -0.02%
EXAS F -0.02%
PFG C -0.02%
VRSN F -0.02%
IP B -0.02%
CMS C -0.02%
RPM A -0.02%
EQT B -0.02%
CNP A -0.02%
WBD C -0.02%
EL F -0.02%
ESS B -0.02%
ATO A -0.02%
WSO A -0.02%
MAA B -0.02%
KIM A -0.02%
LH B -0.02%
WAT B -0.02%
TER F -0.02%
PKG B -0.02%
WST C -0.02%
GEN A -0.02%
TXT D -0.02%
SUI D -0.02%
K A -0.02%
J F -0.02%
KEY A -0.02%
BIIB F -0.02%
SNA A -0.02%
FDS B -0.02%
ENPH F -0.01%
MRNA F -0.01%
ALB C -0.01%
CE F -0.01%
TFX F -0.01%
KMX B -0.01%
EMN D -0.01%
CF B -0.01%
BG F -0.01%
SOLV C -0.01%
LW C -0.01%
EXPD C -0.01%
SNAP C -0.01%
WPC D -0.01%
SWKS F -0.01%
SCCO F -0.0%
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