HFGO vs. BULZ ETF Comparison

Comparison of Hartford Large Cap Growth ETF (HFGO) to MicroSectors FANG & Innovation 3x Leveraged ETN (BULZ)

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

$22.73

Average Daily Volume

3,877

Number of Holdings ^*

* may have additional holdings in another (foreign) market

BULZ

MicroSectors FANG & Innovation 3x Leveraged ETN

BULZ Description

BULZ provides daily 3x exposure to an index of FANG and technology companies that meet certain requirements. The fund will consistently comprise eight core components (Alphabet, Amazon, Apple, Facebook, Microsoft, Netflix, NVIDIA, and Tesla) and include seven companies determined through a selection methodology. Eligible securities must be listed on a US exchange, classified in the technology sector, and have a market cap of at least 10 billion USD. Selection will begin with ranking the securities by market cap and selecting the 30 largest companies which will then be sorted by 12-month average daily value traded. The top seven stocks will complete the index along with the eight core components and are then equally weighted. The index is rebalanced monthly and reconstituted quarterly. As a leveraged product with 3x factor that resets daily, BULZ is not a buy-and-hold investment and should not be expected to provide index leverage return greater than a one day period.

Grade (RS Rating)

Last Trade

$162.63

Average Daily Volume

102,520

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HFGO	BULZ
30 Days	5.51%	15.47%
60 Days	15.65%	53.90%
90 Days	16.09%	47.68%
12 Months	49.64%	118.41%

10 Overlapping Holdings

Symbol	Grade	Weight in HFGO	Weight in BULZ	Overlap
AAPL	C	13.42%	6.67%	6.67%
AMZN	A	6.66%	6.67%	6.66%
AVGO	B	4.31%	6.67%	4.31%
CRM	B	0.73%	6.67%	0.73%
GOOGL	B	6.18%	6.67%	6.18%
META	C	5.28%	6.67%	5.28%
MSFT	D	5.68%	6.67%	5.68%
MU	C	1.08%	6.67%	1.08%
NFLX	A	1.2%	6.67%	1.2%
NVDA	A	12.23%	6.67%	6.67%

HFGO Overweight 32 Positions Relative to BULZ

Symbol	Grade	Weight
LLY	F	2.77%
ANET	A	2.37%
TW	C	2.36%
SPOT	B	2.3%
UBER	C	2.03%
NOW	A	1.89%
AXON	A	1.65%
EXAS	D	1.42%
RCL	A	1.41%
KKR	A	1.4%
ONON	D	1.36%
PINS	C	1.35%
DKNG	D	1.29%
GE	C	1.19%
ORLY	A	1.14%
LYV	B	1.12%
NTRA	C	1.04%
TRGP	B	1.02%
FLEX	A	1.02%
ISRG	B	1.0%
VRTX	B	0.96%
MRVL	B	0.92%
ARM	C	0.9%
BA	F	0.88%
TMUS	B	0.82%
DELL	B	0.77%
ALGN	F	0.72%
BSX	B	0.71%
AMT	F	0.69%
AVB	C	0.68%
DAL	A	0.51%
DDOG	B	0.48%

HFGO Underweight 5 Positions Relative to BULZ

Symbol	Grade	Weight
INTC	C	-6.67%
TSLA	A	-6.67%
QCOM	C	-6.67%
AMD	F	-6.67%
ADBE	D	-6.67%