IYG vs. HFGO ETF Comparison

Comparison of iShares U.S. Financial Services ETF (IYG) to Hartford Large Cap Growth ETF (HFGO)

IYG

iShares U.S. Financial Services ETF

IYG Description

The investment seeks to track the investment results of an index composed of U.S. equities in the financial services sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Financial Services Index (the "underlying index"), which measures the performance of the financial services sector of the U.S. equity market. It is a subset of the Dow Jones U.S. Financials Index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$80.47

Average Daily Volume

47,442

Number of Holdings ^*

102

* may have additional holdings in another (foreign) market

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

$23.10

Average Daily Volume

4,667

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	IYG	HFGO
30 Days	8.03%	2.42%
60 Days	13.09%	7.75%
90 Days	15.48%	8.89%
12 Months	49.38%	44.12%

2 Overlapping Holdings

	Symbol	Grade	Weight in IYG	Weight in HFGO	Overlap
	KKR	A	1.63%	1.49%	1.49%
	TW	A	0.24%	2.34%	0.24%

IYG Overweight 100 Positions Relative to HFGO

Symbol	Grade	Weight
BRK.A	B	13.92%
JPM	A	11.28%
V	A	8.36%
MA	B	6.96%
BAC	A	5.1%
WFC	A	4.09%
GS	A	3.03%
MS	A	2.7%
AXP	A	2.6%
SPGI	C	2.6%
BLK	B	2.36%
C	A	2.12%
BX	A	2.11%
SCHW	B	1.95%
ICE	C	1.44%
PNC	B	1.34%
CME	B	1.31%
USB	A	1.26%
MCO	B	1.2%
APO	B	1.19%
COF	C	1.14%
TFC	A	1.01%
COIN	C	1.0%
BK	A	0.93%
AMP	A	0.89%
MSCI	C	0.75%
DFS	B	0.72%
MTB	A	0.58%
NDAQ	A	0.53%
FITB	B	0.52%
ARES	A	0.5%
RJF	A	0.48%
STT	B	0.46%
TROW	B	0.43%
FCNCA	A	0.43%
HBAN	A	0.42%
SYF	B	0.42%
RF	A	0.39%
LPLA	A	0.38%
HOOD	B	0.37%
NTRS	A	0.35%
CBOE	C	0.34%
CFG	B	0.34%
IBKR	A	0.32%
FDS	B	0.3%
KEY	B	0.29%
EWBC	A	0.24%
EQH	C	0.24%
SOFI	B	0.23%
JEF	A	0.2%
OWL	A	0.19%
SF	B	0.19%
FHN	A	0.18%
WBS	A	0.17%
CG	B	0.17%
EVR	B	0.17%
HLI	A	0.16%
WAL	B	0.16%
MKTX	D	0.16%
ALLY	C	0.16%
CMA	B	0.15%
MORN	B	0.15%
PNFP	B	0.15%
CBSH	B	0.14%
WTFC	A	0.14%
ZION	B	0.14%
CFR	B	0.14%
HLNE	B	0.13%
SEIC	B	0.13%
PB	B	0.13%
IVZ	B	0.13%
VOYA	B	0.13%
SSB	B	0.13%
SNV	C	0.13%
BPOP	C	0.12%
LAZ	B	0.11%
MTG	C	0.11%
BEN	C	0.11%
OMF	A	0.11%
JHG	B	0.1%
ESNT	F	0.1%
FNB	A	0.1%
GBCI	B	0.1%
FFIN	B	0.09%
RDN	D	0.09%
UMBF	B	0.09%
SLM	A	0.09%
TPG	A	0.09%
UBSI	B	0.09%
HOMB	A	0.09%
AMG	B	0.09%
VLY	B	0.08%
OZK	B	0.08%
FCFS	F	0.07%
CACC	D	0.05%
VIRT	A	0.05%
BOKF	B	0.04%
RKT	F	0.03%
UWMC	D	0.01%
TFSL	A	0.01%

IYG Underweight 38 Positions Relative to HFGO

Symbol	Grade	Weight
AAPL	C	-13.05%
NVDA	B	-12.45%
AMZN	C	-6.94%
GOOGL	C	-6.1%
MSFT	D	-5.6%
META	D	-4.97%
AVGO	D	-4.05%
SPOT	B	-2.62%
LLY	F	-2.35%
AXON	A	-2.25%
ANET	C	-2.19%
NOW	A	-1.96%
UBER	F	-1.88%
DKNG	B	-1.57%
RCL	A	-1.53%
ONON	A	-1.43%
NFLX	A	-1.29%
NTRA	A	-1.27%
LYV	A	-1.22%
GE	D	-1.19%
PINS	F	-1.19%
ORLY	B	-1.17%
TRGP	A	-1.17%
FLEX	B	-1.05%
ISRG	A	-1.02%
MU	D	-1.02%
EXAS	D	-0.99%
MRVL	B	-0.98%
VRTX	D	-0.91%
TMUS	B	-0.84%
DELL	B	-0.82%
ARM	F	-0.79%
ALGN	D	-0.78%
CRM	B	-0.78%
BSX	A	-0.74%
AVB	B	-0.68%
DAL	B	-0.54%
DDOG	A	-0.46%