HEMI - ETF AI Analysis
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Hartford Equity Premium Income ETF (HEMI)
HEMI vs. SPDR S&P 500 ETF (SPY)
- AUM
- 37.17M
- Region
- North America
- Expense Ratio
- 0.49%
- Beta
- 0.81
- Issuer
- Hartford
- Inception Date
- Dec 16, 2025
- Dividend Yield
- 7.35%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
HEMI Summary
The Hartford Equity Premium Income ETF (HEMI) is an actively managed fund that invests in large U.S. companies, with a strong tilt toward technology. It doesn’t track a single index, but its strategy is tied to the S&P 500 through options, aiming to provide regular income plus some growth. Well-known holdings include Nvidia, Apple, Microsoft, and Amazon. Someone might invest in HEMI to get broad exposure to big, established U.S. companies while also seeking extra income from its options strategy. A key risk is that it can still rise and fall with the overall stock market, especially large tech stocks.
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 powered by a heavy dose of U.S. Big Tech and chip makers, with Nvidia, Microsoft, Apple, and Alphabet doing most of the heavy lifting. Nvidia and AMD have been rising sharply, giving the fund a strong tailwind from the AI and semiconductor boom, while Micron has added steady support. Microsoft, Apple, and Meta are also climbing, though with a more measured pace. Broadcom is one of the few names losing steam lately, slightly dragging results. Overall, this is a U.S.-centric, tech-tilted income play with performance closely tied to the AI and cloud narrative.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 8.68% | $3.25M | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 7.58% | $2.84M | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 7.08% | $2.65M | $3.88T | -0.73% | 79Outperform |
 GOOGL | Alphabet Class A | 5.03% | $1.89M | $3.41T | -0.58% | 85Outperform |
 AMZN | Amazon | 4.52% | $1.69M | $2.59T | 7.85% | 71Outperform |
 AVGO | Broadcom | 2.86% | $1.07M | $1.56T | -13.38% | 76Outperform |
 META | Meta Platforms | 2.72% | $1.02M | $1.57T | -7.72% | 76Outperform |
 LLY | Eli Lilly & Co | 2.53% | $946.48K | $1.33T | 67.86% | 72Outperform |
 JPM | JPMorgan Chase | 2.28% | $853.11K | $895.92B | 8.92% | 72Outperform |
 AMD | Advanced Micro Devices | 1.99% | $744.28K | $824.07B | 98.09% | 73Outperform |
HEMI Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HEMI, the sentiment is Negative. The current price of 40.65 is below the 20-day moving average (MA) of 41.28, below the 50-day MA of 41.04, and above the 200-day MA of 39.54, indicating a neutral trend. The MACD of -0.05 indicates Positive momentum. The RSI at 42.35 is Neutral, neither overbought nor oversold. The STOCH value of 29.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HEMI.
HEMI Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| HEMI | $40.65 | $46.00(13.16% Upside) | $37.17M | 0.49% | 71Outperform |
 PRMR | $28.30 | $34.26(21.03% Upside) | $93.63M | 1.00% | 73Outperform |
 FCUS | $36.61 | $47.16(28.82% Upside) | $86.02M | 0.80% | 67Neutral |
 EGGQ | $43.39 | $66.70(53.72% Upside) | $77.29M | 0.93% | 58Neutral |
 REGS | $11.08 | $14.68(32.48% Upside) | $76.65M | 0.35% | 74Outperform |
 SPCT | $27.98 | $32.07(14.62% Upside) | $71.86M | 0.85% | 72Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| HEMI | Hartford Equity Premium Income ETF | 40.65 | 3.90 | 10.61% | |
| PRMR | PeakShares RMR Prime Equity ETF | 28.30 | 3.32 | 13.31% | |
| FCUS | Pinnacle Focused Opportunities ETF | 36.61 | 2.64 | 7.78% | |
| EGGQ | NestYield Visionary ETF | 43.39 | -3.25 | -6.98% | |
| REGS | Columbia Large Cap Growth ETF | 11.08 | 0.99 | 9.84% | |
| SPCT | Liberty One Spectrum ETF | 27.98 | 3.04 | 12.18% |
This 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.