HQGO vs. MCDS ETF Comparison

Comparison of Hartford US Quality Growth ETF (HQGO) to JPMorgan Fundamental Data Science Mid Core ETF (MCDS)

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

$52.72

Average Daily Volume

Number of Holdings ^*

125

* may have additional holdings in another (foreign) market

MCDS

JPMorgan Fundamental Data Science Mid Core ETF

MCDS Description

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. Many of the equity securities in the fund's portfolio are securities of companies in the financials, industrials and consumer discretionary sectors. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management.

Grade (RS Rating)

Last Trade

$58.84

Average Daily Volume

Number of Holdings ^*

139

* may have additional holdings in another (foreign) market

Performance

Period	HQGO	MCDS
30 Days	3.07%	5.61%
60 Days	5.19%	7.39%
90 Days	6.43%	9.12%
12 Months

19 Overlapping Holdings

Symbol	Grade	Weight in HQGO	Weight in MCDS	Overlap
APP	B	1.39%	0.12%	0.12%
BBWI	C	0.07%	0.47%	0.07%
BBY	D	0.28%	0.7%	0.28%
CTSH	B	0.56%	0.71%	0.56%
DDOG	A	0.13%	0.58%	0.13%
FICO	B	1.46%	0.23%	0.23%
GPC	D	0.01%	0.2%	0.01%
HUBS	A	0.65%	0.79%	0.65%
IT	C	0.75%	0.75%	0.75%
MANH	D	0.39%	0.72%	0.39%
MAS	D	0.17%	0.6%	0.17%
MTD	F	0.65%	0.62%	0.62%
NTNX	B	0.35%	0.46%	0.35%
ON	D	0.12%	0.38%	0.12%
PLTR	B	0.02%	0.65%	0.02%
RL	C	0.08%	0.79%	0.08%
SBAC	D	0.15%	1.12%	0.15%
TER	F	0.46%	0.54%	0.46%
TSCO	D	0.07%	0.27%	0.07%

HQGO Overweight 106 Positions Relative to MCDS

Symbol	Grade	Weight
NVDA	B	6.08%
GOOGL	C	4.86%
AAPL	C	4.3%
AMZN	C	4.29%
MSFT	D	3.75%
META	D	3.16%
V	A	2.07%
WMT	A	2.03%
MA	B	2.02%
HD	B	2.01%
UNH	B	1.93%
COST	A	1.91%
AVGO	D	1.88%
XOM	B	1.88%
PG	C	1.78%
JNJ	C	1.7%
ABBV	F	1.61%
LLY	F	1.59%
MRK	D	1.53%
EOG	A	1.43%
DBX	B	1.19%
SHW	B	1.18%
GWW	B	1.17%
CDNS	B	1.16%
BLDR	D	1.04%
NTAP	C	1.01%
TSLA	B	1.01%
BKNG	A	0.99%
ADBE	C	0.98%
TEAM	A	0.93%
QCOM	F	0.91%
ACN	B	0.86%
CVLT	B	0.81%
BRK.A	B	0.78%
DOCU	B	0.78%
AMAT	F	0.76%
FAST	B	0.73%
LOW	C	0.72%
NOW	A	0.72%
MSI	B	0.7%
FTNT	C	0.69%
HPQ	B	0.67%
SNPS	B	0.67%
RHI	C	0.66%
VRSN	C	0.65%
CTAS	B	0.63%
RPM	A	0.63%
LULU	C	0.6%
ADSK	A	0.6%
ALKS	C	0.54%
NXPI	D	0.54%
APPF	B	0.54%
EA	A	0.51%
KLAC	F	0.51%
TJX	A	0.5%
RS	B	0.46%
MTCH	D	0.45%
ANF	F	0.44%
LRCX	F	0.44%
ANET	C	0.42%
INTU	B	0.42%
Z	A	0.41%
NKE	F	0.41%
IDXX	F	0.41%
CSCO	B	0.38%
KR	B	0.37%
VLTO	C	0.37%
LNTH	D	0.36%
ORLY	B	0.36%
CSGP	D	0.35%
GILD	C	0.31%
INCY	C	0.31%
TGT	F	0.31%
DECK	A	0.29%
KEYS	A	0.28%
PSTG	D	0.28%
FFIV	B	0.27%
WSM	C	0.27%
TXN	C	0.26%
SMAR	B	0.24%
EXEL	B	0.24%
CHX	C	0.23%
AZO	C	0.21%
GAP	C	0.2%
DELL	B	0.19%
ITW	B	0.19%
CL	D	0.18%
CRUS	D	0.18%
WFRD	D	0.17%
PINS	F	0.16%
CDW	F	0.16%
AYI	B	0.15%
ULTA	F	0.14%
LSCC	D	0.14%
QLYS	B	0.14%
ZTS	D	0.14%
LAMR	C	0.14%
MPWR	F	0.1%
ACLS	F	0.08%
PANW	B	0.08%
NYT	D	0.06%
LSTR	D	0.06%
ACI	C	0.05%
JPM	A	0.05%
PPG	F	0.04%
APA	D	0.02%

HQGO Underweight 120 Positions Relative to MCDS

Symbol	Grade	Weight
RJF	A	-1.6%
FIS	C	-1.49%
HWM	A	-1.43%
WMB	A	-1.39%
SQ	A	-1.37%
TTD	B	-1.32%
WEC	A	-1.29%
PWR	A	-1.29%
HEI	A	-1.24%
MTB	A	-1.22%
GRMN	B	-1.16%
HLT	A	-1.13%
DOV	A	-1.12%
FANG	C	-1.1%
WAB	B	-1.08%
XEL	A	-1.08%
RCL	A	-1.07%
ACGL	C	-1.07%
TYL	B	-1.06%
STT	B	-1.04%
CMS	C	-1.0%
HIG	B	-1.0%
NTRA	A	-0.98%
CAH	B	-0.98%
FHN	A	-0.98%
RF	A	-0.98%
SAIA	B	-0.97%
PCG	A	-0.92%
ZBRA	B	-0.92%
DFS	B	-0.9%
CSL	C	-0.9%
MLM	C	-0.85%
DAL	B	-0.84%
ATR	B	-0.83%
EHC	B	-0.83%
PFGC	B	-0.82%
PKG	A	-0.81%
L	A	-0.81%
AVB	B	-0.81%
SSNC	B	-0.8%
FTI	A	-0.8%
ROST	D	-0.8%
REG	A	-0.78%
HPE	B	-0.78%
JBHT	C	-0.78%
CBRE	B	-0.77%
TOL	B	-0.77%
ARES	A	-0.75%
NTRS	A	-0.75%
CUBE	C	-0.74%
BJ	A	-0.74%
EXPE	B	-0.73%
ELS	C	-0.73%
AAON	B	-0.72%
MCHP	F	-0.72%
BAH	F	-0.71%
MAA	B	-0.71%
IQV	F	-0.71%
TTWO	A	-0.71%
BURL	B	-0.71%
DGX	A	-0.7%
ZBH	C	-0.7%
DRI	B	-0.69%
IEX	C	-0.69%
CTRA	B	-0.68%
EGP	D	-0.67%
FBIN	D	-0.67%
ENTG	D	-0.67%
NVST	B	-0.67%
EXP	B	-0.66%
EIX	B	-0.66%
LDOS	C	-0.66%
USFD	A	-0.66%
CHTR	C	-0.65%
RLI	A	-0.64%
AXTA	B	-0.64%
SNX	D	-0.63%
LKQ	F	-0.62%
CNM	D	-0.61%
WST	C	-0.6%
ALNY	D	-0.6%
MSCI	C	-0.59%
WY	F	-0.58%
JAZZ	B	-0.58%
CC	C	-0.52%
HSY	F	-0.51%
DOW	F	-0.51%
HUM	C	-0.47%
LVS	B	-0.46%
MDB	B	-0.45%
ADM	D	-0.45%
POST	C	-0.44%
REYN	D	-0.43%
ESI	B	-0.43%
AME	A	-0.42%
AGCO	D	-0.4%
BALL	F	-0.39%
REXR	F	-0.39%
FCNCA	A	-0.38%
SRPT	F	-0.37%
TPR	B	-0.36%
AJG	A	-0.35%
PRU	A	-0.35%
LPLA	A	-0.34%
PEG	A	-0.32%
LYB	F	-0.32%
LNG	A	-0.3%
CHD	A	-0.28%
HUBB	B	-0.27%
TDY	B	-0.25%
FITB	B	-0.24%
POOL	C	-0.22%
DXCM	C	-0.21%
AES	F	-0.21%
TW	A	-0.21%
CFLT	B	-0.17%
NCNO	C	-0.17%
VKTX	F	-0.12%
PCTY	C	-0.09%
SMCI	F	-0.03%