PY vs. HFGO ETF Comparison

Comparison of Principal Shareholder Yield Index ETF (PY) to Hartford Large Cap Growth ETF (HFGO)

PY

Principal Shareholder Yield Index ETF

PY Description

The Principal Shareholder Yield Index ETF tracks an index of dividend-paying large- and midcap US stocks that are selected by several fundamental factors, including dividend yield and buyback yield. Holdings are equally weighted within two tiers.

Grade (RS Rating)

Last Trade

$51.93

Average Daily Volume

5,520

Number of Holdings ^*

105

* 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

$23.07

Average Daily Volume

4,751

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	PY	HFGO
30 Days	4.03%	4.24%
60 Days	5.45%	7.50%
90 Days	7.68%	8.74%
12 Months	30.80%	43.92%

6 Overlapping Holdings

Symbol	Grade	Weight in PY	Weight in HFGO	Overlap
AAPL	C	3.82%	13.05%	3.82%
AVB	B	0.75%	0.68%	0.68%
AVGO	D	2.35%	4.05%	2.35%
MSFT	F	3.5%	5.6%	3.5%
NVDA	C	3.38%	12.45%	3.38%
TRGP	B	0.97%	1.17%	0.97%

PY Overweight 99 Positions Relative to HFGO

Symbol	Grade	Weight
XOM	B	1.82%
HD	A	1.58%
WFC	A	1.43%
CVX	A	1.35%
MS	A	1.26%
CAT	B	1.18%
ACN	C	1.18%
AXP	A	1.13%
CMCSA	B	1.09%
QCOM	F	1.07%
LOW	D	1.06%
BMY	B	1.05%
ADP	B	1.01%
DFS	B	1.0%
TT	A	1.0%
RTX	C	1.0%
AMP	A	0.99%
TJX	A	0.98%
SYF	B	0.97%
PNC	B	0.96%
EQT	B	0.94%
BKR	B	0.94%
SNA	A	0.93%
DE	A	0.91%
BK	A	0.91%
CB	C	0.91%
ITW	B	0.9%
MO	A	0.89%
HPE	B	0.88%
LMT	D	0.88%
STLD	B	0.88%
MMC	B	0.88%
PNR	A	0.87%
TRV	B	0.86%
CSX	B	0.86%
SLB	C	0.85%
RF	A	0.85%
SPG	B	0.85%
FITB	A	0.85%
MET	A	0.85%
PAYX	C	0.85%
PRU	A	0.84%
RL	B	0.84%
KR	B	0.84%
FOXA	B	0.83%
FDX	B	0.83%
OTIS	C	0.82%
NKE	D	0.82%
ROK	B	0.82%
PLD	D	0.82%
CI	F	0.81%
AIG	B	0.81%
VLO	C	0.8%
NDAQ	A	0.8%
CTSH	B	0.8%
HPQ	B	0.79%
CINF	A	0.79%
BR	A	0.79%
PSX	C	0.79%
WTW	B	0.79%
AIZ	A	0.78%
DD	D	0.78%
TAP	C	0.78%
CVS	D	0.78%
MDLZ	F	0.77%
CF	B	0.77%
EBAY	D	0.77%
BEN	C	0.77%
MRO	B	0.76%
DRI	B	0.76%
HAL	C	0.76%
FANG	D	0.75%
BBWI	D	0.75%
MPC	D	0.75%
HIG	B	0.75%
NDSN	B	0.74%
PPG	F	0.73%
ALLE	D	0.73%
SYY	B	0.72%
EMN	D	0.72%
ESS	B	0.72%
OXY	D	0.72%
VICI	C	0.7%
MAA	B	0.7%
CPT	B	0.69%
KMB	D	0.69%
EG	C	0.68%
INVH	D	0.67%
GPC	D	0.66%
HSY	F	0.66%
AOS	F	0.66%
ARE	D	0.66%
SBAC	D	0.66%
HRL	D	0.65%
MKC	D	0.65%
ADM	D	0.65%
GIS	D	0.65%
LYB	F	0.64%
SWKS	F	0.6%

PY Underweight 34 Positions Relative to HFGO

Symbol	Grade	Weight
AMZN	C	-6.94%
GOOGL	C	-6.1%
META	D	-4.97%
SPOT	B	-2.62%
LLY	F	-2.35%
TW	A	-2.34%
AXON	A	-2.25%
ANET	C	-2.19%
NOW	A	-1.96%
UBER	D	-1.88%
DKNG	B	-1.57%
RCL	A	-1.53%
KKR	A	-1.49%
ONON	A	-1.43%
NFLX	A	-1.29%
NTRA	B	-1.27%
LYV	A	-1.22%
GE	D	-1.19%
PINS	D	-1.19%
ORLY	B	-1.17%
FLEX	A	-1.05%
ISRG	A	-1.02%
MU	D	-1.02%
EXAS	D	-0.99%
MRVL	B	-0.98%
VRTX	F	-0.91%
TMUS	B	-0.84%
DELL	C	-0.82%
ARM	D	-0.79%
ALGN	D	-0.78%
CRM	B	-0.78%
BSX	B	-0.74%
DAL	C	-0.54%
DDOG	A	-0.46%