HQGO vs. CHGX ETF Comparison

Comparison of Hartford US Quality Growth ETF (HQGO) to Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX)

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

CHGX

Change Finance U.S. Large Cap Fossil Fuel Free ETF

CHGX Description

The investment seeks to track the performance, before fees and expenses, of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index. The index was developed by Change Finance, PBC, the fund's investment adviser and index provider, and uses an objective, rules-based methodology to measure the performance of an equal-weighted portfolio of approximately 100 large cap U.S.-listed companies that meet a diverse set of environmental, social, and governance (ESG) standards.

Grade (RS Rating)

Last Trade

$39.96

Average Daily Volume

6,526

Number of Holdings ^*

100

* may have additional holdings in another (foreign) market

Performance

Period	HQGO	CHGX
30 Days	4.87%	3.66%
60 Days	5.44%	4.50%
90 Days	7.05%	6.28%
12 Months		28.25%

37 Overlapping Holdings

Symbol	Grade	Weight in HQGO	Weight in CHGX	Overlap
AAPL	C	4.3%	0.96%	0.96%
ABBV	D	1.61%	0.83%	0.83%
ACN	C	0.86%	1.02%	0.86%
ADBE	C	0.98%	0.89%	0.89%
ADSK	A	0.6%	1.14%	0.6%
ANET	C	0.42%	1.05%	0.42%
AVGO	D	1.88%	1.0%	1.0%
AZO	C	0.21%	0.95%	0.21%
CDNS	B	1.16%	1.08%	1.08%
CSCO	B	0.38%	1.1%	0.38%
CTSH	B	0.56%	1.0%	0.56%
DECK	A	0.29%	1.06%	0.29%
EA	A	0.51%	1.04%	0.51%
FICO	B	1.46%	1.29%	1.29%
FTNT	C	0.69%	1.18%	0.69%
GOOGL	C	4.86%	1.03%	1.03%
GWW	B	1.17%	1.15%	1.15%
HPQ	B	0.67%	0.97%	0.67%
INTU	C	0.42%	1.07%	0.42%
IT	C	0.75%	1.05%	0.75%
JNJ	D	1.7%	0.88%	0.88%
KLAC	D	0.51%	0.76%	0.51%
LLY	F	1.59%	0.79%	0.79%
MA	C	2.02%	1.03%	1.03%
MPWR	F	0.1%	0.59%	0.1%
MRK	F	1.53%	0.8%	0.8%
NKE	D	0.41%	0.87%	0.41%
NOW	A	0.72%	1.17%	0.72%
NVDA	C	6.08%	1.18%	1.18%
ON	D	0.12%	0.83%	0.12%
ORLY	B	0.36%	1.04%	0.36%
PANW	C	0.08%	1.04%	0.08%
QCOM	F	0.91%	0.9%	0.9%
SNPS	B	0.67%	1.01%	0.67%
TJX	A	0.5%	0.98%	0.5%
TXN	C	0.26%	0.92%	0.26%
V	A	2.07%	1.07%	1.07%

HQGO Overweight 88 Positions Relative to CHGX

Symbol	Grade	Weight
AMZN	C	4.29%
MSFT	F	3.75%
META	D	3.16%
WMT	A	2.03%
HD	A	2.01%
UNH	C	1.93%
COST	B	1.91%
XOM	B	1.88%
PG	A	1.78%
EOG	A	1.43%
APP	B	1.39%
DBX	B	1.19%
SHW	A	1.18%
BLDR	D	1.04%
NTAP	C	1.01%
TSLA	B	1.01%
BKNG	A	0.99%
TEAM	A	0.93%
CVLT	B	0.81%
BRK.A	B	0.78%
DOCU	A	0.78%
AMAT	F	0.76%
FAST	B	0.73%
LOW	D	0.72%
MSI	B	0.7%
RHI	B	0.66%
HUBS	A	0.65%
VRSN	F	0.65%
MTD	D	0.65%
CTAS	B	0.63%
RPM	A	0.63%
LULU	C	0.6%
ALKS	B	0.54%
NXPI	D	0.54%
APPF	B	0.54%
TER	D	0.46%
RS	B	0.46%
MTCH	D	0.45%
ANF	C	0.44%
LRCX	F	0.44%
Z	A	0.41%
IDXX	F	0.41%
MANH	D	0.39%
KR	B	0.37%
VLTO	D	0.37%
LNTH	D	0.36%
CSGP	D	0.35%
NTNX	A	0.35%
GILD	C	0.31%
INCY	C	0.31%
TGT	F	0.31%
KEYS	A	0.28%
BBY	D	0.28%
PSTG	D	0.28%
FFIV	B	0.27%
WSM	B	0.27%
SMAR	A	0.24%
EXEL	B	0.24%
CHX	C	0.23%
GAP	C	0.2%
DELL	C	0.19%
ITW	B	0.19%
CL	D	0.18%
CRUS	D	0.18%
MAS	D	0.17%
WFRD	D	0.17%
PINS	D	0.16%
CDW	F	0.16%
SBAC	D	0.15%
AYI	B	0.15%
ULTA	F	0.14%
LSCC	D	0.14%
QLYS	C	0.14%
ZTS	D	0.14%
LAMR	D	0.14%
DDOG	A	0.13%
ACLS	F	0.08%
RL	B	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 63 Positions Relative to CHGX

Symbol	Grade	Weight
ORCL	B	-1.27%
CRM	B	-1.26%
SQ	B	-1.21%
AMP	A	-1.2%
CRWD	B	-1.19%
SCHW	B	-1.18%
DIS	B	-1.16%
NFLX	A	-1.15%
PYPL	B	-1.14%
MRVL	B	-1.14%
STLD	B	-1.11%
INTC	D	-1.09%
BK	A	-1.09%
AXP	A	-1.07%
ADP	B	-1.05%
AON	A	-1.05%
CMCSA	B	-1.05%
STT	A	-1.04%
CPRT	A	-1.04%
NDAQ	A	-1.04%
MCK	B	-1.04%
CAT	B	-1.04%
FIS	C	-1.03%
GOOG	C	-1.03%
CHD	B	-1.02%
SYK	C	-1.02%
SPG	B	-1.02%
ORA	B	-1.02%
VRSK	A	-1.01%
MSCI	C	-1.0%
CARR	D	-0.99%
MU	D	-0.99%
WDAY	B	-0.99%
IBM	C	-0.99%
CME	A	-0.99%
COR	B	-0.98%
ROP	B	-0.98%
PGR	A	-0.98%
DE	A	-0.98%
ABT	B	-0.97%
SPGI	C	-0.96%
MCO	B	-0.95%
ECL	D	-0.94%
PHM	D	-0.94%
ICE	C	-0.93%
MDT	D	-0.93%
MMC	B	-0.93%
SYY	B	-0.92%
ROST	C	-0.91%
LEN	D	-0.9%
AMD	F	-0.9%
AWK	D	-0.89%
ADI	D	-0.87%
A	D	-0.87%
GIS	D	-0.86%
PFE	D	-0.86%
PLD	D	-0.86%
AMGN	D	-0.85%
HCA	F	-0.84%
TMO	F	-0.83%
EFX	F	-0.82%
MCHP	D	-0.77%
IQV	D	-0.77%