QUVU vs. IYE ETF Comparison

Comparison of Hartford Quality Value ETF (QUVU) to iShares U.S. Energy ETF (IYE)

QUVU

Hartford Quality Value ETF

QUVU Description

Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily in common stocks of issuers located in the United States. The fund may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the Russell 1000 Value Index.

Grade (RS Rating)

Last Trade

$26.85

Average Daily Volume

5,461

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IYE

iShares U.S. Energy ETF

IYE Description

The investment seeks to track the investment results of an index composed of U.S. equities in the energy 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. Oil & Gas Index (the "underlying index"), which measures the performance of the oil and gas sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$51.38

Average Daily Volume

229,255

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	QUVU	IYE
30 Days	1.94%	9.18%
60 Days	3.58%	9.10%
90 Days	4.59%	8.60%
12 Months	23.79%	18.79%

4 Overlapping Holdings

Symbol	Grade	Weight in QUVU	Weight in IYE	Overlap
CTRA	B	0.96%	1.05%	0.96%
CVX	A	1.8%	14.81%	1.8%
EOG	A	2.27%	4.19%	2.27%
WMB	A	2.32%	3.84%	2.32%

QUVU Overweight 60 Positions Relative to IYE

Symbol	Grade	Weight
JPM	A	3.89%
WFC	A	3.48%
UNH	C	3.46%
MS	A	2.98%
PM	B	2.86%
AXP	A	2.69%
BAC	A	2.19%
KNX	B	2.11%
CSCO	B	2.04%
OMC	C	1.98%
MDT	D	1.91%
ATO	A	1.83%
HON	B	1.82%
CTSH	B	1.81%
UL	D	1.81%
AEP	D	1.73%
PFE	D	1.71%
DUK	C	1.66%
MMC	B	1.63%
SRE	A	1.63%
LMT	D	1.63%
PFG	D	1.58%
TTE	F	1.58%
ACN	C	1.55%
AZN	D	1.55%
DIS	B	1.44%
ELV	F	1.42%
QCOM	F	1.42%
AMT	D	1.36%
TXN	C	1.33%
NVS	D	1.3%
CMCSA	B	1.3%
FMC	D	1.3%
BDX	F	1.28%
WAB	B	1.27%
LKQ	D	1.25%
CB	C	1.25%
AIG	B	1.22%
ARMK	B	1.21%
KDP	D	1.21%
NXPI	D	1.17%
SPG	B	1.16%
MRK	F	1.12%
DAL	C	1.08%
TSN	B	1.05%
OTIS	C	0.98%
GOOGL	C	0.98%
AMCR	D	0.97%
PSA	D	0.92%
TJX	A	0.9%
SYY	B	0.89%
BHP	F	0.88%
HST	C	0.83%
MDLZ	F	0.8%
ROP	B	0.74%
MET	A	0.67%
KVUE	A	0.66%
LOW	D	0.57%
CE	F	0.4%
GILD	C	0.29%

QUVU Underweight 38 Positions Relative to IYE

Symbol	Grade	Weight
XOM	B	-21.37%
COP	C	-7.14%
OKE	A	-3.55%
SLB	C	-3.32%
MPC	D	-3.01%
PSX	C	-2.95%
KMI	A	-2.93%
LNG	B	-2.72%
VLO	C	-2.44%
TRGP	B	-2.41%
BKR	B	-2.3%
HES	B	-2.2%
FANG	D	-1.83%
OXY	D	-1.81%
HAL	C	-1.45%
TPL	A	-1.44%
EQT	B	-1.4%
DVN	F	-1.28%
EXE	B	-1.17%
FSLR	F	-1.08%
MRO	B	-0.87%
FTI	A	-0.66%
OVV	B	-0.63%
DTM	B	-0.54%
PR	B	-0.53%
AR	B	-0.5%
RRC	B	-0.44%
CHRD	D	-0.43%
APA	D	-0.43%
ENPH	F	-0.43%
MTDR	B	-0.37%
DINO	D	-0.36%
NOV	C	-0.34%
WFRD	D	-0.32%
VNOM	A	-0.29%
AM	A	-0.28%
CIVI	D	-0.27%
NFE	D	-0.03%