AUM $180.9MER 0.45%NAV $28.78Holdings 68Inception Oct 2023
Price Chart
Key Statistics
Previous Close
$28.77Day Range
$28.70$28.81
52-Week Range
$24.23$28.90
Avg Volume
5.6KDividend Yield
1.93%Expense Ratio
0.45%AUM
$180.9MShares Outstanding
5.9METF Grades
?ETF Grades compare this fund against others in the same category using percentile rankings across six factors. Grades range from A+ (top 5%) to F (bottom 20%). Updated daily.Sector Breakdown
| Sector | Weight % |
|---|---|
| Financial Services | 18.21% |
| Healthcare | 13.77% |
| Industrials | 12.98% |
| Technology | 11.67% |
| Consumer Cyclical | 8.84% |
| Consumer Defensive | 7.77% |
| Utilities | 7.59% |
| Energy | 7.46% |
| Communication Services | 6.82% |
| Real Estate | 3.70% |
| Basic Materials | 1.17% |
| Cash & Others | 0.02% |
Country Allocation
| Country | Weight % |
|---|---|
| United States | 88.38% |
| United Kingdom | 2.79% |
| Netherlands | 2.08% |
| Other | 1.71% |
| Canada | 1.60% |
| Australia | 1.27% |
| Switzerland | 1.05% |
| Taiwan | 0.60% |
| France | 0.52% |
Fund Information
- Issuer
- Hartford
- Category
- Financial Services
- Types
- ValueLong-Term Bond
- Inception Date
- Oct 13, 2023
- Exchange
- BATS
- Description
- Seeks long-term capital appreciation.
Similar ETFs
The Hartford Quality Value ETF (QUVU) is an exchange-traded fund issued by Hartford that launched on Oct 13, 2023. It currently manages $180.9M in assets under management. The fund charges an expense ratio of 0.45%. The fund holds 68 securities in its portfolio. It falls under the Financial Services category.
Top 10 holdings represent 26.8% of the fund
| Rank | Symbol | Name | Weight % | Shares | Market Value |
|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CL A COMMON STOCK USD.001 | 5.27% | 28,179 | $9.5M |
| 2 | PM | PHILIP MORRIS INTERNATIONAL COMMON STOCK | 2.74% | 29,389 | $5.0M |
| 3 | HUBB | HUBBELL INC COMMON STOCK USD.01 | 2.65% | 8,608 | $4.8M |
| 4 | SPG | SIMON PROPERTY GROUP INC REIT USD.0001 | 2.55% | 22,693 | $4.6M |
| 5 | UNH | UNITEDHEALTH GROUP INC COMMON STOCK USD.01 | 2.40% | 12,283 | $4.4M |
| 6 | TFC | TRUIST FINANCIAL CORP COMMON STOCK USD5.0 | 2.38% | 83,853 | $4.3M |
| 7 | SNX | TD SYNNEX CORP COMMON STOCK USD.001 | 2.28% | 18,533 | $4.1M |
| 8 | MRK | MERCK + CO. INC. COMMON STOCK USD.5 | 2.27% | 35,847 | $4.1M |
| 9 | BAC | BANK OF AMERICA CORP COMMON STOCK USD.01 | 2.19% | 75,519 | $4.0M |
| 10 | LOW | LOWE S COS INC COMMON STOCK USD.5 | 2.13% | 15,689 | $3.9M |
| 11 | ICE | INTERCONTINENTAL EXCHANGE IN COMMON STOCK USD.01 | 2.13% | 24,545 | $3.9M |
| 12 | SRE | SEMPRA COMMON STOCK | 2.10% | 40,576 | $3.8M |
| 13 | NXPI | NXP SEMICONDUCTORS NV COMMON STOCK EUR.2 | 2.08% | 15,620 | $3.8M |
| 14 | CSCO | CISCO SYSTEMS INC COMMON STOCK USD.001 | 2.06% | 42,136 | $3.7M |
| 15 | UL | UNILEVER PLC SPONSORED ADR ADR | 2.05% | 64,734 | $3.7M |
Page 1 of 2
Detailed Returns
| Period | Return | ETF |
|---|---|---|
| 1D | -0.23% | |
| 1W | -0.35% | |
| 1M | +7.43% | |
| 3M | +2.32% | |
| 6M | +7.23% | |
| YTD | +4.21% | |
| 1Y | +18.45% | |
| 3Y | +30.89% | |
| 5Y | +30.89% |
Moving Averages
20-Day MA
$28.21
Above 20-Day MA50-Day MA
$28.07
Above 50-Day MA200-Day MA
$27.10
Above 200-Day MAPrice with Moving Averages
Support & Resistance
52-Week High
$28.90
Current Price
$28.70
52-Week Low
$24.23
$24.23$28.90
Current Yield
1.93%
Annual Dividend
$2.1555
Frequency
1x/year
Last Ex-Date
Dec 23, 2025
Dividend History
| Ex-Date | Amount | Pay Date |
|---|---|---|
| Dec 23, 2025 | $0.5397 | Dec 26, 2025 |
| Dec 23, 2024 | $0.9537 | Dec 26, 2024 |
| Dec 22, 2023 | $0.6621 | Dec 28, 2023 |
Dividend Payments Over Time
Category Comparison
| Metric | QUVU | Financial Services(805 ETFs) | Value(490 ETFs) |
|---|---|---|---|
| Fund Info | |||
| Expense Ratio | 0.45% | 0.68% | 0.59% |
| AUM | $180.9M | $3.95B | $3.33B |
| Dividend Yield | 1.93% | 4.64% | 2.94% |
| Avg Volume | 5.6K | 798.0K | 401.4K |
| Holdings | 68 | 295 | 293 |
| Performance | |||
| 1-Month Return | +5.97% | +6.31% | +6.05% |
| 6-Month Return | +7.35% | +4.42% | +5.48% |
| YTD Return | +4.97% | +4.33% | +4.46% |
| 1-Year Return | +19.07% | +19.81% | +23.64% |
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