VMAX vs. NULC ETF Comparison

Comparison of Hartford US Value ETF (VMAX) to Nuveen ESG Large-Cap ETF (NULC)

VMAX

Hartford US Value ETF

VMAX 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

$51.92

Average Daily Volume

Number of Holdings ^*

148

* may have additional holdings in another (foreign) market

NULC

Nuveen ESG Large-Cap ETF

NULC Description

The investment seeks to track the investment results, before fees and expenses, of the ICE BofAML Enhanced Yield 1-5 Year US Broad Bond Index (the "index"). Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in component securities of the index. The index is designed to broadly capture the 1-5 year U.S. investment grade fixed income market, as represented by a modified version of the ICE BofAML 1-5 Year US Broad Market Index.

Grade (RS Rating)

Last Trade

$48.57

Average Daily Volume

1,208

Number of Holdings ^*

121

* may have additional holdings in another (foreign) market

Performance

Period	VMAX	NULC
30 Days	3.35%	4.11%
60 Days	4.23%	4.97%
90 Days	5.95%	7.73%
12 Months		30.69%

36 Overlapping Holdings

Symbol	Grade	Weight in VMAX	Weight in NULC	Overlap
AMAT	F	0.15%	0.94%	0.15%
AMT	D	0.65%	1.01%	0.65%
BKNG	B	0.01%	0.45%	0.01%
C	A	1.89%	0.94%	0.94%
CMCSA	C	0.13%	0.75%	0.13%
DINO	F	0.14%	0.13%	0.13%
EQIX	A	0.5%	0.42%	0.42%
EXC	D	0.11%	0.75%	0.11%
FDX	B	1.16%	0.23%	0.23%
GILD	B	0.82%	0.69%	0.69%
GOOGL	C	1.19%	2.91%	1.19%
GS	B	0.46%	0.23%	0.23%
HCA	F	0.68%	1.16%	0.68%
HD	A	0.32%	0.21%	0.21%
HPE	B	0.96%	0.54%	0.54%
HPQ	B	1.94%	0.71%	0.71%
IBM	C	0.07%	1.71%	0.07%
IRM	C	0.86%	0.46%	0.46%
KR	A	1.15%	0.44%	0.44%
LLY	F	0.17%	2.08%	0.17%
LOW	C	0.56%	0.78%	0.56%
MA	B	1.33%	2.09%	1.33%
MCO	A	1.24%	0.3%	0.3%
MS	B	0.2%	1.57%	0.2%
NTAP	C	0.44%	0.5%	0.44%
NVDA	C	0.99%	8.24%	0.99%
NXPI	D	0.16%	0.1%	0.1%
PGR	A	0.12%	1.58%	0.12%
PNC	A	1.27%	1.28%	1.27%
STLD	B	1.55%	0.41%	0.41%
T	A	1.54%	0.88%	0.88%
TGT	F	0.96%	0.8%	0.8%
TJX	A	0.25%	1.28%	0.25%
USB	A	1.46%	0.07%	0.07%
V	A	0.66%	2.21%	0.66%
VZ	B	1.14%	0.22%	0.22%

VMAX Overweight 112 Positions Relative to NULC

Symbol	Grade	Weight
EOG	C	2.07%
MTB	B	1.9%
CVS	D	1.86%
WFC	A	1.85%
LNC	B	1.57%
NRG	C	1.54%
VLO	C	1.45%
SYF	A	1.38%
JPM	B	1.35%
META	D	1.34%
MPC	F	1.33%
STT	A	1.32%
BAC	A	1.28%
BBY	D	1.25%
BK	A	1.23%
NFG	B	1.2%
GAP	C	1.17%
RF	B	1.15%
LAMR	C	1.13%
ELV	F	1.1%
PYPL	A	1.07%
TROW	A	1.05%
CINF	A	1.03%
BCC	B	1.02%
JHG	A	1.02%
ETR	B	0.99%
JNJ	D	0.97%
DUK	C	0.95%
BRK.A	B	0.93%
APA	F	0.93%
JXN	B	0.93%
BLDR	C	0.91%
XOM	C	0.91%
SO	D	0.87%
COP	D	0.85%
SHW	A	0.85%
FITB	B	0.83%
VICI	C	0.81%
DVN	F	0.8%
UNH	B	0.8%
DELL	C	0.77%
CVX	B	0.76%
NEE	D	0.71%
HBAN	B	0.7%
WMT	B	0.7%
CAT	B	0.69%
ACI	C	0.68%
RS	B	0.67%
CB	D	0.67%
MO	A	0.66%
OGN	F	0.65%
AVT	C	0.65%
QCOM	F	0.64%
HUM	C	0.63%
COF	B	0.61%
CHRD	F	0.58%
CMC	B	0.57%
MTG	B	0.55%
CTAS	B	0.52%
TEX	D	0.52%
SPG	C	0.51%
MGY	B	0.51%
SW	B	0.51%
PSX	C	0.47%
CBT	C	0.46%
GWW	A	0.46%
TMUS	A	0.43%
ITW	A	0.42%
MLI	C	0.4%
PRU	A	0.39%
R	B	0.38%
UNM	A	0.37%
AAPL	B	0.34%
RHI	C	0.33%
AXS	A	0.32%
BPOP	B	0.31%
OZK	B	0.29%
NUE	D	0.29%
SBAC	D	0.28%
JKHY	D	0.27%
DTE	C	0.27%
AXP	A	0.27%
RDN	C	0.26%
CSCO	A	0.26%
MKL	A	0.26%
LNTH	D	0.25%
MRK	F	0.24%
MSCI	C	0.23%
PHM	C	0.22%
UFPI	B	0.21%
CFG	B	0.21%
CRBG	B	0.2%
XEL	A	0.18%
M	D	0.17%
CMI	A	0.14%
CTSH	B	0.13%
DKS	C	0.11%
COLB	B	0.11%
WY	D	0.11%
FHN	B	0.1%
HRB	D	0.1%
OVV	C	0.08%
AEP	D	0.08%
CCI	D	0.07%
ESNT	D	0.05%
WFRD	F	0.05%
CHX	C	0.04%
EG	C	0.03%
FANG	F	0.03%
SM	C	0.02%
FCNCA	B	0.01%
WSM	B	0.01%

VMAX Underweight 85 Positions Relative to NULC

Symbol	Grade	Weight
MSFT	D	-6.71%
TSLA	B	-1.95%
GOOG	C	-1.78%
FI	A	-1.75%
ETN	A	-1.74%
DIS	B	-1.66%
CRM	B	-1.59%
KO	D	-1.57%
SPGI	C	-1.51%
MCK	C	-1.49%
PG	A	-1.47%
MMC	A	-1.38%
MELI	C	-1.32%
DHR	D	-1.31%
OKE	C	-1.3%
ECL	D	-1.2%
CARR	C	-1.18%
MCD	D	-1.17%
INTC	C	-1.07%
UPS	C	-1.06%
LNG	B	-0.98%
ADP	B	-0.97%
MRVL	B	-0.96%
AMGN	D	-0.96%
CMG	B	-0.96%
SNPS	B	-0.91%
AXON	B	-0.87%
BKR	C	-0.86%
EW	C	-0.78%
PEP	F	-0.74%
AMD	F	-0.73%
ED	D	-0.65%
VEEV	B	-0.63%
TXN	D	-0.61%
CDNS	B	-0.6%
KEYS	B	-0.57%
ZTS	D	-0.56%
MMM	D	-0.56%
TEAM	B	-0.53%
ADM	F	-0.5%
TRV	B	-0.49%
URI	B	-0.47%
WST	C	-0.45%
EBAY	C	-0.45%
ADBE	C	-0.45%
AWK	D	-0.44%
CBOE	B	-0.43%
FTV	B	-0.43%
LYB	F	-0.41%
WDC	C	-0.41%
TFC	B	-0.38%
STX	D	-0.38%
TRU	D	-0.37%
FSLR	F	-0.36%
HOOD	B	-0.36%
EA	C	-0.36%
HOLX	D	-0.35%
TRMB	B	-0.34%
BALL	D	-0.33%
DECK	A	-0.32%
J	F	-0.32%
VRTX	D	-0.3%
JNPR	F	-0.22%
SOLV	C	-0.2%
EME	B	-0.19%
NEM	F	-0.19%
A	D	-0.19%
PANW	C	-0.18%
MOS	F	-0.16%
MKTX	D	-0.16%
LPLA	B	-0.13%
CAH	B	-0.13%
ACGL	D	-0.12%
CI	D	-0.08%
IT	C	-0.07%
AKAM	F	-0.07%
WELL	C	-0.07%
WTW	B	-0.05%
IDXX	F	-0.05%
UNP	C	-0.04%
DXCM	C	-0.03%
AZO	C	-0.03%
FBIN	D	-0.02%
BG	F	-0.01%
DOV	A	-0.01%