HQGO vs. JPEF ETF Comparison

Comparison of Hartford US Quality Growth ETF (HQGO) to JPMorgan Equity Focus ETF (JPEF)
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

14

Number of Holdings *

125

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

JPMorgan Equity Focus ETF

JPEF Description Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its main strategies, the fund invests primarily in common stocks and real estate investment trusts (REITs), but it may also invest up to 20% of its total assets in common stocks of foreign companies, including depositary receipts.

Grade (RS Rating)

Last Trade

$68.43

Average Daily Volume

91,557

Number of Holdings *

40

* may have additional holdings in another (foreign) market
Performance
Period HQGO JPEF
30 Days 4.87% 3.03%
60 Days 5.44% 4.63%
90 Days 7.05% 6.31%
12 Months 36.48%
18 Overlapping Holdings
Symbol Grade Weight in HQGO Weight in JPEF Overlap
AAPL C 4.46% 3.5% 3.5%
AMZN C 4.24% 5.88% 4.24%
AVGO D 1.77% 2.83% 1.77%
BKNG A 1.07% 1.43% 1.07%
BRK.A B 0.79% 2.96% 0.79%
EOG A 1.49% 2.87% 1.49%
HD A 2.02% 2.11% 2.02%
INTU C 0.4% 2.01% 0.4%
LLY F 1.49% 1.66% 1.49%
LRCX F 0.42% 0.42% 0.42%
MA C 2.0% 2.44% 2.0%
META D 3.11% 4.52% 3.11%
MSFT F 3.75% 6.29% 3.75%
NVDA C 6.09% 6.36% 6.09%
PANW C 0.09% 2.15% 0.09%
PG A 1.87% 2.43% 1.87%
TJX A 0.51% 1.21% 0.51%
UNH C 1.93% 2.15% 1.93%
HQGO Overweight 107 Positions Relative to JPEF
Symbol Grade Weight
GOOGL C 4.79%
WMT A 2.12%
V A 2.09%
COST B 1.92%
XOM B 1.91%
JNJ D 1.73%
ABBV D 1.6%
APP B 1.59%
MRK F 1.54%
FICO B 1.42%
CDNS B 1.21%
SHW A 1.17%
GWW B 1.17%
DBX B 1.16%
TSLA B 1.07%
NTAP C 1.05%
BLDR D 1.03%
ADBE C 0.95%
TEAM A 0.94%
ACN C 0.87%
QCOM F 0.87%
CVLT B 0.84%
DOCU A 0.76%
FAST B 0.73%
LOW D 0.71%
NOW A 0.71%
MSI B 0.71%
IT C 0.71%
AMAT F 0.7%
HPQ B 0.67%
SNPS B 0.66%
FTNT C 0.65%
VRSN F 0.65%
RPM A 0.64%
RHI B 0.64%
HUBS A 0.64%
CTAS B 0.62%
MTD D 0.62%
ADSK A 0.61%
LULU C 0.59%
APPF B 0.55%
NXPI D 0.54%
CTSH B 0.54%
ALKS B 0.52%
EA A 0.52%
KLAC D 0.47%
RS B 0.46%
MTCH D 0.45%
ANF C 0.44%
TER D 0.44%
Z A 0.43%
IDXX F 0.42%
ANET C 0.41%
VLTO D 0.39%
WSM B 0.38%
CSCO B 0.38%
LNTH D 0.37%
MANH D 0.37%
NKE D 0.36%
ORLY B 0.36%
KR B 0.36%
CSGP D 0.36%
NTNX A 0.34%
DECK A 0.3%
GILD C 0.3%
KEYS A 0.29%
FFIV B 0.28%
PSTG D 0.28%
INCY C 0.28%
BBY D 0.27%
TGT F 0.25%
EXEL B 0.24%
TXN C 0.24%
SMAR A 0.24%
AZO C 0.23%
CHX C 0.23%
CL D 0.19%
GAP C 0.19%
CRUS D 0.18%
ITW B 0.18%
DELL C 0.18%
MAS D 0.17%
WFRD D 0.16%
DDOG A 0.15%
AYI B 0.15%
LAMR D 0.15%
ZTS D 0.15%
CDW F 0.15%
PINS D 0.15%
SBAC D 0.15%
ULTA F 0.13%
LSCC D 0.13%
QLYS C 0.13%
ON D 0.12%
RL B 0.08%
MPWR F 0.07%
BBWI D 0.07%
JPM A 0.06%
LSTR D 0.06%
NYT C 0.06%
ACLS F 0.06%
TSCO D 0.06%
ACI C 0.05%
PPG F 0.05%
APA D 0.02%
PLTR B 0.02%
GPC D 0.01%
HQGO Underweight 22 Positions Relative to JPEF
Symbol Grade Weight
KMI A -3.38%
COF B -3.15%
L A -2.79%
MTB A -2.77%
TT A -2.54%
BAC A -2.51%
MS A -2.3%
MCD D -2.26%
HON B -2.13%
PSA D -2.13%
GOOG C -2.06%
NEE D -2.05%
PWR A -1.81%
REG B -1.79%
ADI D -1.7%
ISRG A -1.6%
REGN F -1.54%
PKG A -1.49%
MLM B -1.37%
TMO F -1.21%
EL F -0.94%
JBHT C -0.89%
Compare ETFs