DFVE vs. HLGE ETF Comparison

Comparison of DoubleLine Fortune 500 Equal Weight ETF (DFVE) to Hartford Longevity Economy ETF (HLGE)

DFVE

DoubleLine Fortune 500 Equal Weight ETF

DFVE Description

Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities that comprise the underlying index, or derivatives transactions that provide investment exposure to the underlying index or securities that comprise the underlying index. The fund will concentrate its investments in securities of issuers in any one industry or group of industries to the extent that the underlying index reflects a concentration in that industry or group of industries.

Grade (RS Rating)

Last Trade

$30.21

Average Daily Volume

1,621

Number of Holdings ^*

455

* may have additional holdings in another (foreign) market

HLGE

Hartford Longevity Economy ETF

HLGE Description

The Fund seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an Index, which is designed to generate attractive risk-adjusted returns by investing in companies that comprise industries that reflect certain themes that are expected to benefit from the growth of the aging population and the substantial buying power it represents.

Grade (RS Rating)

Last Trade

$32.68

Average Daily Volume

469

Number of Holdings ^*

339

* may have additional holdings in another (foreign) market

Performance

Period	DFVE	HLGE
30 Days	4.75%	3.61%
60 Days	5.52%	3.94%
90 Days	7.18%	5.95%
12 Months		29.57%

167 Overlapping Holdings

Symbol	Grade	Weight in DFVE	Weight in HLGE	Overlap
AAPL	C	0.2%	0.82%	0.2%
ABBV	D	0.18%	0.33%	0.18%
ABNB	C	0.24%	0.06%	0.06%
ABT	B	0.21%	0.33%	0.21%
ACI	C	0.2%	0.41%	0.2%
ADBE	C	0.18%	0.14%	0.14%
ADI	D	0.19%	0.6%	0.19%
AEE	A	0.23%	0.06%	0.06%
AEP	D	0.2%	0.13%	0.13%
AFL	B	0.21%	0.15%	0.15%
AIG	B	0.2%	0.06%	0.06%
ALL	A	0.22%	0.02%	0.02%
AMD	F	0.19%	0.16%	0.16%
AMGN	D	0.18%	0.3%	0.18%
AMP	A	0.26%	0.15%	0.15%
AMZN	C	0.23%	1.05%	0.23%
AVGO	D	0.21%	0.53%	0.21%
AVT	C	0.2%	0.11%	0.11%
AXP	A	0.24%	0.27%	0.24%
BAC	A	0.24%	0.38%	0.24%
BBY	D	0.18%	0.1%	0.1%
BDX	F	0.19%	0.13%	0.13%
BJ	A	0.25%	0.2%	0.2%
BK	A	0.24%	0.52%	0.24%
BKNG	A	0.29%	0.74%	0.29%
BLK	C	0.24%	0.18%	0.18%
BMY	B	0.24%	0.35%	0.24%
BRK.A	B	0.21%	0.44%	0.21%
BSX	B	0.23%	0.52%	0.23%
C	A	0.23%	0.44%	0.23%
CAH	B	0.22%	0.06%	0.06%
CASY	A	0.24%	0.04%	0.04%
CBRE	B	0.24%	0.04%	0.04%
CFG	B	0.23%	0.03%	0.03%
CHTR	C	0.23%	0.08%	0.08%
CI	F	0.19%	0.35%	0.19%
CINF	A	0.23%	0.21%	0.21%
CL	D	0.18%	0.67%	0.18%
CMCSA	B	0.22%	0.54%	0.22%
CNC	D	0.16%	0.2%	0.16%
COF	B	0.26%	0.19%	0.19%
COR	B	0.21%	0.24%	0.21%
COST	B	0.22%	0.51%	0.22%
CVS	D	0.21%	0.01%	0.01%
DELL	C	0.27%	0.94%	0.27%
DGX	A	0.21%	0.16%	0.16%
DHI	D	0.18%	0.1%	0.1%
DHR	F	0.18%	0.15%	0.15%
DIS	B	0.26%	0.04%	0.04%
DTE	C	0.2%	0.08%	0.08%
DUK	C	0.21%	0.31%	0.21%
EA	A	0.23%	0.47%	0.23%
EBAY	D	0.22%	1.01%	0.22%
ED	D	0.2%	0.1%	0.1%
EIX	B	0.2%	0.1%	0.1%
ELV	F	0.15%	0.53%	0.15%
EQH	B	0.23%	0.12%	0.12%
ETR	B	0.26%	0.28%	0.26%
F	C	0.2%	0.08%	0.08%
FCNCA	A	0.24%	0.18%	0.18%
FE	C	0.2%	0.14%	0.14%
FITB	A	0.23%	0.37%	0.23%
FOXA	B	0.23%	0.14%	0.14%
GD	F	0.19%	0.35%	0.19%
GILD	C	0.23%	0.54%	0.23%
GIS	D	0.19%	0.08%	0.08%
GM	B	0.24%	0.74%	0.24%
GOOGL	C	0.21%	1.03%	0.21%
GS	A	0.24%	0.53%	0.24%
HBAN	A	0.25%	0.28%	0.25%
HCA	F	0.17%	0.39%	0.17%
HD	A	0.23%	0.67%	0.23%
HLT	A	0.24%	0.21%	0.21%
HON	B	0.22%	0.23%	0.22%
HPE	B	0.24%	0.89%	0.24%
HPQ	B	0.22%	0.82%	0.22%
HSY	F	0.19%	0.17%	0.17%
HUM	C	0.17%	0.25%	0.17%
ICE	C	0.2%	0.11%	0.11%
INTC	D	0.25%	0.23%	0.23%
INTU	C	0.21%	0.33%	0.21%
ISRG	A	0.23%	0.35%	0.23%
JEF	A	0.27%	0.11%	0.11%
JNJ	D	0.19%	0.73%	0.19%
JPM	A	0.23%	0.36%	0.23%
JWN	C	0.22%	0.76%	0.22%
KMB	D	0.2%	0.3%	0.2%
KO	D	0.18%	0.41%	0.18%
KR	B	0.23%	0.54%	0.23%
KSS	F	0.18%	0.15%	0.15%
LHX	C	0.22%	0.11%	0.11%
LLY	F	0.16%	0.52%	0.16%
LMT	D	0.19%	0.54%	0.19%
LOW	D	0.22%	0.73%	0.22%
LYV	A	0.29%	0.03%	0.03%
M	D	0.21%	0.53%	0.21%
MCD	D	0.2%	0.03%	0.03%
MCHP	D	0.17%	0.6%	0.17%
MCK	B	0.23%	0.68%	0.23%
MDLZ	F	0.19%	0.04%	0.04%
MET	A	0.23%	0.08%	0.08%
META	D	0.22%	1.06%	0.22%
MKL	A	0.22%	0.04%	0.04%
MMM	D	0.2%	0.02%	0.02%
MRK	F	0.17%	0.46%	0.17%
MS	A	0.27%	0.44%	0.27%
MSFT	F	0.2%	0.83%	0.2%
MTB	A	0.26%	0.43%	0.26%
MU	D	0.22%	0.38%	0.22%
NFLX	A	0.26%	0.6%	0.26%
NOC	D	0.2%	0.17%	0.17%
NOW	A	0.26%	0.88%	0.26%
NRG	B	0.24%	0.04%	0.04%
NVDA	C	0.25%	1.17%	0.25%
NVR	D	0.19%	0.3%	0.19%
NWL	B	0.26%	0.06%	0.06%
ON	D	0.19%	0.34%	0.19%
ORCL	B	0.28%	1.03%	0.28%
ORI	A	0.22%	0.14%	0.14%
PEG	A	0.23%	0.25%	0.23%
PEP	F	0.19%	0.33%	0.19%
PFE	D	0.18%	0.21%	0.18%
PG	A	0.21%	0.32%	0.21%
PGR	A	0.22%	0.2%	0.2%
PHM	D	0.2%	0.23%	0.2%
PNC	B	0.23%	0.41%	0.23%
PPL	B	0.22%	0.21%	0.21%
PRU	A	0.22%	0.27%	0.22%
QCOM	F	0.19%	0.89%	0.19%
REGN	F	0.13%	0.43%	0.13%
RF	A	0.24%	0.29%	0.24%
RJF	A	0.28%	0.13%	0.13%
ROST	C	0.2%	0.17%	0.17%
RTX	C	0.2%	0.32%	0.2%
SMCI	F	0.15%	0.2%	0.15%
SNEX	B	0.26%	0.03%	0.03%
SO	D	0.21%	0.32%	0.21%
SPGI	C	0.21%	0.14%	0.14%
SRE	A	0.24%	0.08%	0.08%
STT	A	0.23%	0.31%	0.23%
SYF	B	0.27%	0.25%	0.25%
SYK	C	0.22%	0.4%	0.22%
SYY	B	0.2%	0.27%	0.2%
T	A	0.24%	0.5%	0.24%
TFC	A	0.22%	0.13%	0.13%
TGT	F	0.17%	0.37%	0.17%
THO	B	0.21%	0.08%	0.08%
TJX	A	0.21%	0.63%	0.21%
TMO	F	0.17%	0.33%	0.17%
TSCO	D	0.21%	0.19%	0.19%
TXN	C	0.19%	0.92%	0.19%
UBER	D	0.2%	0.34%	0.2%
UNH	C	0.2%	0.57%	0.2%
UNM	A	0.28%	0.09%	0.09%
USB	A	0.23%	0.28%	0.23%
VRTX	F	0.19%	0.68%	0.19%
VTRS	A	0.23%	0.08%	0.08%
VZ	C	0.21%	0.34%	0.21%
WBA	F	0.19%	0.05%	0.05%
WDC	D	0.22%	0.74%	0.22%
WEC	A	0.22%	0.04%	0.04%
WFC	A	0.27%	0.39%	0.27%
WHR	B	0.22%	0.02%	0.02%
WMT	A	0.24%	0.82%	0.24%
WSM	B	0.26%	0.12%	0.12%
ZBH	C	0.2%	0.11%	0.11%
ZTS	D	0.2%	0.41%	0.2%

DFVE Overweight 288 Positions Relative to HLGE

Symbol	Grade	Weight
UAL	A	0.45%
VST	B	0.39%
TSLA	B	0.35%
CVNA	B	0.35%
UNFI	A	0.33%
IBKR	A	0.31%
DAL	C	0.31%
LUMN	C	0.31%
ALK	C	0.3%
LPLA	A	0.3%
KD	B	0.29%
YUMC	C	0.29%
DASH	A	0.29%
TRGP	B	0.29%
SQ	B	0.28%
AAL	B	0.28%
ATUS	C	0.28%
AA	B	0.28%
EME	C	0.27%
WBD	C	0.27%
EXPE	B	0.27%
DFS	B	0.27%
WMB	A	0.27%
CRM	B	0.27%
KMI	A	0.27%
PWR	A	0.26%
SCHW	B	0.26%
BECN	B	0.26%
FI	A	0.26%
MTZ	B	0.26%
WCC	B	0.26%
LAD	A	0.26%
CEG	D	0.26%
LVS	C	0.26%
XPO	B	0.26%
OKE	A	0.26%
PCAR	B	0.25%
LNG	B	0.25%
CHWY	B	0.25%
JBL	B	0.25%
OC	A	0.25%
LULU	C	0.25%
NTRS	A	0.25%
SATS	D	0.25%
GXO	B	0.25%
MAR	B	0.25%
GWW	B	0.25%
FAST	B	0.25%
JBLU	F	0.25%
IP	B	0.25%
CAR	C	0.25%
EMR	A	0.25%
BKR	B	0.25%
HTZ	C	0.25%
TRV	B	0.24%
UGI	A	0.24%
ACM	A	0.24%
KEY	B	0.24%
PFGC	B	0.24%
R	B	0.24%
CSCO	B	0.24%
XEL	A	0.24%
DE	A	0.24%
VMC	B	0.24%
USFD	A	0.24%
VOYA	B	0.24%
PH	A	0.24%
ALB	C	0.24%
CNP	B	0.24%
WSO	A	0.24%
PYPL	B	0.24%
WAB	B	0.24%
APD	A	0.24%
PKG	A	0.24%
STLD	B	0.24%
CMI	A	0.24%
RPM	A	0.24%
LUV	C	0.23%
APH	A	0.23%
KNX	B	0.23%
CTAS	B	0.23%
FLR	B	0.23%
CMG	B	0.23%
GT	C	0.23%
ADP	B	0.23%
DOV	A	0.23%
CAT	B	0.23%
IBM	C	0.23%
GNW	A	0.23%
TAP	C	0.23%
V	A	0.23%
RS	B	0.23%
GPI	A	0.23%
ARMK	B	0.23%
SANM	B	0.23%
MSI	B	0.23%
CMC	B	0.23%
EQIX	A	0.23%
MNST	C	0.23%
AIZ	A	0.23%
GLW	B	0.23%
URI	B	0.23%
RGA	A	0.22%
HSIC	B	0.22%
FIS	C	0.22%
JBHT	C	0.22%
BURL	A	0.22%
PM	B	0.22%
UPS	C	0.22%
NWSA	B	0.22%
PFG	D	0.22%
OVV	B	0.22%
TMHC	B	0.22%
SAH	A	0.22%
DRI	B	0.22%
MO	A	0.22%
WM	A	0.22%
SHW	A	0.22%
NSC	B	0.22%
PVH	C	0.22%
DXC	B	0.22%
CTVA	C	0.22%
CLX	B	0.22%
HES	B	0.22%
VFC	C	0.22%
OTIS	C	0.22%
MA	C	0.22%
DVA	B	0.22%
CARR	D	0.22%
GAP	C	0.22%
SBUX	A	0.22%
ABG	B	0.22%
ORLY	B	0.22%
AGCO	D	0.22%
ROK	B	0.22%
ITW	B	0.22%
PCG	A	0.22%
LNC	B	0.22%
CVX	A	0.22%
UFPI	B	0.22%
INGR	B	0.22%
CPNG	D	0.22%
TOL	B	0.22%
AFG	A	0.22%
BEN	C	0.22%
FDX	B	0.21%
ABM	B	0.21%
MGM	D	0.21%
NUE	C	0.21%
K	A	0.21%
HAL	C	0.21%
WDAY	B	0.21%
EXC	C	0.21%
PARA	C	0.21%
X	C	0.21%
BLDR	D	0.21%
WY	D	0.21%
XOM	B	0.21%
CMS	C	0.21%
CTSH	B	0.21%
JLL	D	0.21%
D	C	0.21%
OMC	C	0.21%
GE	D	0.21%
OSK	B	0.21%
CHRW	C	0.21%
LH	C	0.21%
CCK	C	0.21%
EMN	D	0.21%
AJG	B	0.21%
HIG	B	0.21%
EOG	A	0.21%
W	F	0.21%
FNF	B	0.21%
LDOS	C	0.21%
RSG	A	0.21%
WRB	A	0.21%
GPN	B	0.21%
CSX	B	0.21%
L	A	0.21%
MUSA	A	0.21%
BERY	B	0.21%
PBF	D	0.2%
AN	C	0.2%
PAG	B	0.2%
COP	C	0.2%
ALV	C	0.2%
GEHC	F	0.2%
PSX	C	0.2%
SNX	C	0.2%
ECL	D	0.2%
TSN	B	0.2%
EXPD	D	0.2%
BBWI	D	0.2%
VLO	C	0.2%
BALL	D	0.2%
GPK	C	0.2%
SJM	D	0.2%
FCX	D	0.2%
MAS	D	0.2%
STZ	D	0.2%
WKC	D	0.2%
DD	D	0.2%
CZR	F	0.2%
BWA	D	0.2%
MMC	B	0.2%
OI	C	0.2%
ODP	F	0.19%
LRCX	F	0.19%
IPG	D	0.19%
J	F	0.19%
AMT	D	0.19%
ULTA	F	0.19%
CPB	D	0.19%
LKQ	D	0.19%
AVY	D	0.19%
NOV	C	0.19%
PLD	D	0.19%
MPC	D	0.19%
NKE	D	0.19%
CLF	F	0.19%
XYL	D	0.19%
SIRI	C	0.19%
LEN	D	0.19%
FANG	D	0.19%
DK	C	0.19%
TXT	D	0.19%
AZO	C	0.19%
BAH	F	0.19%
ES	D	0.19%
PPG	F	0.19%
ANDE	D	0.19%
UNP	C	0.19%
NEE	D	0.19%
HRL	D	0.19%
KMX	B	0.19%
SAIC	F	0.19%
BA	F	0.18%
SPTN	D	0.18%
DG	F	0.18%
BAX	D	0.18%
ADM	D	0.18%
DVN	F	0.18%
SWK	D	0.18%
GPC	D	0.18%
THC	D	0.18%
AAP	C	0.18%
ARW	D	0.18%
IFF	D	0.18%
CAG	D	0.18%
ALLY	C	0.18%
DINO	D	0.18%
DKS	C	0.18%
SKX	D	0.18%
WLK	D	0.18%
MHK	D	0.18%
KHC	F	0.18%
KDP	D	0.18%
OXY	D	0.18%
MOS	F	0.18%
AMAT	F	0.18%
SEB	F	0.17%
NEM	D	0.17%
AMRK	F	0.17%
MOH	F	0.17%
UHS	D	0.17%
LEA	D	0.17%
DOW	F	0.17%
MAN	D	0.17%
DAN	D	0.16%
OMI	F	0.16%
EL	F	0.16%
BIIB	F	0.16%
APA	D	0.16%
DLTR	F	0.16%
IQV	D	0.16%
CDW	F	0.16%
KLAC	D	0.16%
PII	D	0.16%
PARR	D	0.16%
FL	F	0.15%
AES	F	0.15%
CYH	F	0.14%
NSIT	F	0.14%
HII	D	0.14%
QRTEA	F	0.13%
CE	F	0.12%
CNXC	F	0.12%

DFVE Underweight 172 Positions Relative to HLGE

Symbol	Grade	Weight
CARG	C	-1.18%
CARS	B	-0.94%
CVLT	B	-0.89%
YELP	C	-0.86%
NXPI	D	-0.83%
FICO	B	-0.81%
PSTG	D	-0.79%
STX	D	-0.79%
NTAP	C	-0.79%
DDS	B	-0.75%
FTNT	C	-0.72%
TMUS	B	-0.7%
DLB	B	-0.66%
PRGS	A	-0.66%
MTCH	D	-0.6%
CRUS	D	-0.57%
TRIP	F	-0.57%
AXNX	C	-0.57%
PI	D	-0.56%
OLED	D	-0.53%
MTD	D	-0.53%
PANW	C	-0.52%
CORT	B	-0.49%
PINS	D	-0.49%
MPWR	F	-0.48%
AMED	F	-0.43%
SNAP	C	-0.42%
OLLI	D	-0.41%
GEN	B	-0.41%
MCO	B	-0.4%
VRNS	D	-0.39%
QLYS	C	-0.38%
IAC	D	-0.36%
CALM	A	-0.36%
SWKS	F	-0.36%
CRWD	B	-0.35%
A	D	-0.35%
IRM	D	-0.35%
CW	B	-0.34%
MTSI	B	-0.34%
XRX	F	-0.33%
DIOD	D	-0.32%
EDR	A	-0.31%
UTHR	C	-0.3%
WELL	A	-0.3%
HEI	B	-0.28%
GRMN	B	-0.28%
MCRI	A	-0.28%
CDNS	B	-0.28%
YUM	B	-0.28%
MDT	D	-0.28%
ADSK	A	-0.28%
GDDY	A	-0.27%
SMTC	B	-0.26%
PTC	A	-0.26%
KTB	B	-0.26%
RCL	A	-0.25%
EXEL	B	-0.25%
OGN	D	-0.25%
TENB	C	-0.24%
INCY	C	-0.24%
SNPS	B	-0.24%
JHG	A	-0.24%
MSGS	A	-0.24%
CB	C	-0.24%
COLL	F	-0.24%
WMK	C	-0.23%
ZUO	B	-0.23%
RMD	C	-0.22%
POWI	D	-0.22%
NYT	C	-0.22%
ITCI	C	-0.21%
TDG	D	-0.21%
LRN	A	-0.21%
PRG	C	-0.21%
TYL	B	-0.21%
EHC	B	-0.21%
LAMR	D	-0.2%
HRB	D	-0.2%
WAT	B	-0.2%
ACIW	B	-0.2%
CRDO	B	-0.19%
BOX	B	-0.18%
SPG	B	-0.18%
ZETA	D	-0.18%
KVUE	A	-0.18%
APP	B	-0.18%
AVB	B	-0.18%
PSMT	C	-0.17%
ANSS	B	-0.16%
FSLR	F	-0.16%
LOPE	B	-0.16%
ADUS	D	-0.16%
APPN	B	-0.16%
CRVL	A	-0.16%
UPBD	B	-0.16%
QRVO	F	-0.16%
CHE	D	-0.16%
IMKTA	C	-0.16%
VICI	C	-0.15%
SFM	A	-0.15%
MMSI	B	-0.15%
TDC	D	-0.15%
NHI	D	-0.14%
PDCO	D	-0.14%
FLO	D	-0.14%
WGO	C	-0.14%
ALKT	B	-0.14%
EQR	B	-0.13%
SF	B	-0.13%
SHOO	D	-0.13%
AGYS	A	-0.13%
CHD	B	-0.13%
TROW	B	-0.13%
BKE	B	-0.12%
SHO	C	-0.12%
JXN	C	-0.12%
LZB	B	-0.11%
MOG.A	B	-0.11%
HOLX	D	-0.11%
VEEV	C	-0.1%
PJT	A	-0.1%
HIMS	B	-0.1%
KLG	C	-0.09%
ETSY	D	-0.09%
COKE	C	-0.09%
O	D	-0.08%
DFIN	D	-0.08%
GOLF	B	-0.08%
VTR	C	-0.08%
ROP	B	-0.08%
IDXX	F	-0.08%
PINC	B	-0.07%
VRSN	F	-0.07%
FTDR	A	-0.07%
DOCU	A	-0.07%
BPOP	B	-0.07%
DOCS	C	-0.07%
ACGL	D	-0.06%
AXS	A	-0.06%
PRDO	B	-0.06%
CPRX	C	-0.06%
VSTO	A	-0.06%
EVR	B	-0.06%
OFG	B	-0.06%
ZS	C	-0.05%
FHI	A	-0.05%
LMAT	A	-0.05%
LNTH	D	-0.05%
EPC	D	-0.05%
VCTR	B	-0.04%
PBH	A	-0.04%
MRVL	B	-0.04%
APO	B	-0.04%
WOR	F	-0.04%
STE	F	-0.04%
HLI	B	-0.04%
LTC	B	-0.03%
PFBC	B	-0.03%
CTRE	D	-0.03%
CNK	B	-0.03%
BRBR	A	-0.03%
MORN	B	-0.03%
MANH	D	-0.03%
BCO	D	-0.03%
COLM	B	-0.02%
TNL	A	-0.02%
CASH	A	-0.02%
ANIP	F	-0.01%
UE	C	-0.01%
AMG	B	-0.01%
PIPR	B	-0.01%