HEMI - ETF AI Analysis
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Hartford Equity Premium Income ETF (HEMI)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Leading Tech Holdings
Several of the largest technology positions, including major chipmakers and internet companies, have shown strong gains this year, helping support the fund’s overall results.
Broad Sector Diversification
The ETF spreads its investments across many sectors such as technology, communication services, financials, consumer areas, and health care, which helps reduce the impact if one industry struggles.
Positive Recent Multi‑Month Performance
Despite a weak recent month, the fund has delivered solid gains over the past three months and has moved higher so far this year.
Negative Factors
Heavy Tilt Toward Technology
With a large portion of assets in the technology sector, the fund is especially sensitive to swings in tech stocks.
High U.S. Market Concentration
The ETF is invested almost entirely in U.S. companies, offering very limited geographic diversification.
Mixed Performance Among Top Holdings
While several major positions have done well, some large holdings have shown weak or negative performance this year, which can drag on the fund’s returns.
HEMI vs. SPDR S&P 500 ETF (SPY)
AUM34.36M
RegionNorth America
Expense Ratio0.49%
Beta0.80
IssuerHartford
Inception DateDec 16, 2025
Dividend Yield4.26%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,701
30 Day Avg. Volume1,182
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
50.76Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering79
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HEMI Summary
The Hartford Equity Premium Income ETF (HEMI) is an actively managed fund that invests mainly in large U.S. companies and aims to provide both income and growth. It focuses heavily on big, well-known tech names like Nvidia and Apple, along with other major firms across communication services, financials, and more. Instead of tracking a set index, it follows a theme of large-cap U.S. stocks while using an options strategy to try to generate extra income, which may appeal to investors seeking regular payouts plus stock market exposure. A key risk is that it is heavily tilted toward technology and can still go up and down with the overall market.
How much will it cost me?The Hartford Equity Premium Income ETF (HEMI) has an expense ratio of 0.49%, which means you’ll pay $4.90 per year for every $1,000 invested. This is higher than average because it is actively managed, using strategies like call writing to enhance returns and manage risk.
What would affect this ETF?The Hartford Equity Premium Income ETF (HEMI) could benefit from strong performance in the technology sector, which makes up a significant portion of its holdings, as well as continued growth in large-cap companies like Nvidia, Apple, and Microsoft. However, rising interest rates or economic slowdowns could negatively impact consumer spending and corporate earnings, which may weigh on sectors like consumer cyclical and financials. Additionally, market volatility could affect the ETF's call writing strategy, potentially limiting its income generation during periods of rapid market movements.
HEMI Top 10 Holdings
HEMI is leaning hard into U.S. Big Tech and AI, with Nvidia, Alphabet, Apple, and Broadcom doing much of the heavy lifting. Nvidia and Broadcom are rising on the back of AI demand, while AMD and Micron have turned into real momentum engines after a strong run in chips. On the flip side, Microsoft and Meta are losing steam, and Amazon’s performance looks mixed, which can occasionally tug on returns. Overall, this is a U.S.-centric, tech-heavy story where semiconductors and mega-cap platforms set the tone.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.19% | $2.82M | $4.71T | 22.22% | 76 Outperform | |
| Alphabet Class A | 6.65% | $2.29M | $4.34T | 110.50% | 85 Outperform | |
| Apple | 6.36% | $2.19M | $4.53T | 47.93% | 79 Outperform | |
| Microsoft | 5.23% | $1.80M | $2.90T | -22.12% | 79 Outperform | |
| Amazon | 4.49% | $1.54M | $2.61T | 12.14% | 71 Outperform | |
| Broadcom | 3.32% | $1.14M | $1.71T | 36.42% | 76 Outperform | |
| Advanced Micro Devices | 2.63% | $905.15K | $844.36B | 274.48% | 73 Outperform | |
| Eli Lilly & Co | 2.43% | $836.38K | $1.14T | 58.88% | 72 Outperform | |
| Meta Platforms | 2.42% | $832.96K | $1.48T | -14.58% | 76 Outperform | |
| JPMorgan Chase | 2.21% | $761.25K | $896.22B | 19.96% | 72 Outperform |
HEMI Technical Analysis
Positive
―
Price Trends
41.21
Positive
39.88
Positive
Market Momentum
0.21
Negative
59.30
Neutral
82.15
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HEMI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 41.31, equal to the 50-day MA of 41.21, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.21 indicates Negative momentum. The RSI at 59.30 is Neutral, neither overbought nor oversold. The STOCH value of 82.15 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HEMI.
HEMI Peer Comparison
Comparison Results
Performance Comparison
HEMI
Hartford Equity Premium Income ETF
41.97
3.84
10.07%
ACEP
ARS Core Equity Portfolio ETF
―
―
―
FCUS
Pinnacle Focused Opportunities ETF
―
―
―
JOYT
JPMorgan Equity and Options Total Return ETF
―
―
―
EGGQ
NestYield Visionary ETF
―
―
―
JHDG
John Hancock Hedged Equity ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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