EGUS vs. HLGE ETF Comparison

Comparison of iShares ESG Aware MSCI USA Growth ETF (EGUS) to Hartford Longevity Economy ETF (HLGE)

EGUS

iShares ESG Aware MSCI USA Growth ETF

EGUS Description

iShares Trust - iShares ESG Aware MSCI USA Growth ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the MSCI USA Growth Extended ESG Focus Index, by using full replication technique. The fund does not invest in companies operating across tobacco, controversial weapons, producers and retailers of civilian firearms, and companies included in certain climate change-related activity such as the production of thermal coal, thermal coal-based power generation and extraction of oil sands. iShares Trust - iShares ESG Aware MSCI USA Growth ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$43.64

Average Daily Volume

758

Number of Holdings ^*

* 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	EGUS	HLGE
30 Days	3.26%	3.61%
60 Days	5.95%	3.94%
90 Days	6.99%	5.95%
12 Months	35.35%	29.57%

45 Overlapping Holdings

Symbol	Grade	Weight in EGUS	Weight in HLGE	Overlap
A	D	0.18%	0.35%	0.18%
AAPL	C	11.67%	0.82%	0.82%
ADBE	C	1.18%	0.14%	0.14%
ADSK	A	0.97%	0.28%	0.28%
AMD	F	0.84%	0.16%	0.16%
AMZN	C	6.94%	1.05%	1.05%
ANSS	B	0.59%	0.16%	0.16%
BKNG	A	0.51%	0.74%	0.51%
CDNS	B	0.4%	0.28%	0.28%
CHD	B	0.52%	0.13%	0.13%
COST	B	1.26%	0.51%	0.51%
DELL	C	0.14%	0.94%	0.14%
EQH	B	0.07%	0.12%	0.07%
FICO	B	0.13%	0.81%	0.13%
GDDY	A	0.36%	0.27%	0.27%
GOOGL	C	1.85%	1.03%	1.03%
HLT	A	0.11%	0.21%	0.11%
IDXX	F	0.57%	0.08%	0.08%
INTU	C	1.29%	0.33%	0.33%
ISRG	A	0.36%	0.35%	0.35%
LLY	F	2.31%	0.52%	0.52%
MCK	B	0.75%	0.68%	0.68%
MCO	B	0.42%	0.4%	0.4%
META	D	4.05%	1.06%	1.06%
MRK	F	0.27%	0.46%	0.27%
MRVL	B	0.34%	0.04%	0.04%
MSFT	F	11.08%	0.83%	0.83%
MTD	D	0.08%	0.53%	0.08%
NFLX	A	0.96%	0.6%	0.6%
NOW	A	1.52%	0.88%	0.88%
NVDA	C	13.51%	1.17%	1.17%
PANW	C	0.51%	0.52%	0.51%
PGR	A	0.39%	0.2%	0.2%
PTC	A	0.4%	0.26%	0.26%
SNPS	B	0.39%	0.24%	0.24%
SPGI	C	0.37%	0.14%	0.14%
STX	D	0.16%	0.79%	0.16%
TSCO	D	0.31%	0.19%	0.19%
UBER	D	0.33%	0.34%	0.33%
VEEV	C	0.28%	0.1%	0.1%
VRTX	F	0.69%	0.68%	0.68%
WAT	B	0.46%	0.2%	0.2%
WSM	B	0.39%	0.12%	0.12%
ZS	C	0.11%	0.05%	0.05%
ZTS	D	0.66%	0.41%	0.41%

EGUS Overweight 54 Positions Relative to HLGE

Symbol	Grade	Weight
GOOG	C	4.67%
TSLA	B	3.21%
V	A	1.93%
MA	C	1.5%
CRM	B	1.35%
TT	A	1.2%
AMAT	F	1.06%
GWW	B	0.94%
ECL	D	0.82%
GE	D	0.73%
BR	A	0.69%
LRCX	F	0.65%
HES	B	0.54%
TRGP	B	0.53%
EW	C	0.52%
DECK	A	0.5%
UNP	C	0.49%
VLTO	D	0.48%
KEYS	A	0.47%
AXON	A	0.42%
LII	A	0.4%
ANET	C	0.39%
WDAY	B	0.37%
LNG	B	0.36%
IT	C	0.32%
MELI	D	0.3%
FDS	B	0.3%
EME	C	0.29%
SBAC	D	0.26%
TEAM	A	0.25%
ACN	C	0.24%
IQV	D	0.23%
HUBS	A	0.19%
HUBB	B	0.19%
DVA	B	0.18%
IEX	B	0.18%
ODFL	B	0.16%
POOL	C	0.15%
MOH	F	0.15%
ALNY	D	0.13%
MDB	C	0.13%
WST	C	0.13%
WBD	C	0.12%
LW	C	0.12%
DAY	B	0.12%
LULU	C	0.12%
CMG	B	0.11%
PWR	A	0.11%
DXCM	D	0.1%
BURL	A	0.1%
SNOW	C	0.09%
MRNA	F	0.08%
OKTA	C	0.08%
ENPH	F	0.05%

EGUS Underweight 294 Positions Relative to HLGE

Symbol	Grade	Weight
CARG	C	-1.18%
ORCL	B	-1.03%
EBAY	D	-1.01%
CARS	B	-0.94%
TXN	C	-0.92%
HPE	B	-0.89%
CVLT	B	-0.89%
QCOM	F	-0.89%
YELP	C	-0.86%
NXPI	D	-0.83%
HPQ	B	-0.82%
WMT	A	-0.82%
PSTG	D	-0.79%
NTAP	C	-0.79%
JWN	C	-0.76%
DDS	B	-0.75%
WDC	D	-0.74%
GM	B	-0.74%
JNJ	D	-0.73%
LOW	D	-0.73%
FTNT	C	-0.72%
TMUS	B	-0.7%
HD	A	-0.67%
CL	D	-0.67%
DLB	B	-0.66%
PRGS	A	-0.66%
TJX	A	-0.63%
MCHP	D	-0.6%
ADI	D	-0.6%
MTCH	D	-0.6%
UNH	C	-0.57%
CRUS	D	-0.57%
TRIP	F	-0.57%
AXNX	C	-0.57%
PI	D	-0.56%
CMCSA	B	-0.54%
LMT	D	-0.54%
GILD	C	-0.54%
KR	B	-0.54%
ELV	F	-0.53%
OLED	D	-0.53%
AVGO	D	-0.53%
GS	A	-0.53%
M	D	-0.53%
BK	A	-0.52%
BSX	B	-0.52%
T	A	-0.5%
CORT	B	-0.49%
PINS	D	-0.49%
MPWR	F	-0.48%
EA	A	-0.47%
MS	A	-0.44%
BRK.A	B	-0.44%
C	A	-0.44%
REGN	F	-0.43%
AMED	F	-0.43%
MTB	A	-0.43%
SNAP	C	-0.42%
KO	D	-0.41%
ACI	C	-0.41%
PNC	B	-0.41%
OLLI	D	-0.41%
GEN	B	-0.41%
SYK	C	-0.4%
VRNS	D	-0.39%
HCA	F	-0.39%
WFC	A	-0.39%
QLYS	C	-0.38%
BAC	A	-0.38%
MU	D	-0.38%
FITB	A	-0.37%
TGT	F	-0.37%
JPM	A	-0.36%
IAC	D	-0.36%
CALM	A	-0.36%
SWKS	F	-0.36%
CRWD	B	-0.35%
BMY	B	-0.35%
CI	F	-0.35%
GD	F	-0.35%
IRM	D	-0.35%
ON	D	-0.34%
CW	B	-0.34%
VZ	C	-0.34%
MTSI	B	-0.34%
XRX	F	-0.33%
PEP	F	-0.33%
TMO	F	-0.33%
ABT	B	-0.33%
ABBV	D	-0.33%
SO	D	-0.32%
PG	A	-0.32%
DIOD	D	-0.32%
RTX	C	-0.32%
DUK	C	-0.31%
STT	A	-0.31%
EDR	A	-0.31%
UTHR	C	-0.3%
KMB	D	-0.3%
WELL	A	-0.3%
AMGN	D	-0.3%
NVR	D	-0.3%
RF	A	-0.29%
HEI	B	-0.28%
GRMN	B	-0.28%
MCRI	A	-0.28%
YUM	B	-0.28%
ETR	B	-0.28%
MDT	D	-0.28%
HBAN	A	-0.28%
USB	A	-0.28%
SYY	B	-0.27%
AXP	A	-0.27%
PRU	A	-0.27%
SMTC	B	-0.26%
KTB	B	-0.26%
RCL	A	-0.25%
EXEL	B	-0.25%
PEG	A	-0.25%
OGN	D	-0.25%
SYF	B	-0.25%
HUM	C	-0.25%
TENB	C	-0.24%
INCY	C	-0.24%
JHG	A	-0.24%
MSGS	A	-0.24%
CB	C	-0.24%
COLL	F	-0.24%
COR	B	-0.24%
WMK	C	-0.23%
ZUO	B	-0.23%
INTC	D	-0.23%
HON	B	-0.23%
PHM	D	-0.23%
RMD	C	-0.22%
POWI	D	-0.22%
NYT	C	-0.22%
PFE	D	-0.21%
PPL	B	-0.21%
ITCI	C	-0.21%
CINF	A	-0.21%
TDG	D	-0.21%
LRN	A	-0.21%
PRG	C	-0.21%
TYL	B	-0.21%
EHC	B	-0.21%
BJ	A	-0.2%
SMCI	F	-0.2%
LAMR	D	-0.2%
HRB	D	-0.2%
CNC	D	-0.2%
ACIW	B	-0.2%
COF	B	-0.19%
CRDO	B	-0.19%
BOX	B	-0.18%
SPG	B	-0.18%
ZETA	D	-0.18%
FCNCA	A	-0.18%
KVUE	A	-0.18%
APP	B	-0.18%
BLK	C	-0.18%
AVB	B	-0.18%
ROST	C	-0.17%
HSY	F	-0.17%
NOC	D	-0.17%
PSMT	C	-0.17%
DGX	A	-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%
KSS	F	-0.15%
SFM	A	-0.15%
DHR	F	-0.15%
AMP	A	-0.15%
AFL	B	-0.15%
MMSI	B	-0.15%
TDC	D	-0.15%
ORI	A	-0.14%
FOXA	B	-0.14%
NHI	D	-0.14%
PDCO	D	-0.14%
FLO	D	-0.14%
WGO	C	-0.14%
ALKT	B	-0.14%
FE	C	-0.14%
EQR	B	-0.13%
SF	B	-0.13%
SHOO	D	-0.13%
AGYS	A	-0.13%
RJF	A	-0.13%
AEP	D	-0.13%
TROW	B	-0.13%
TFC	A	-0.13%
BDX	F	-0.13%
BKE	B	-0.12%
SHO	C	-0.12%
JXN	C	-0.12%
ICE	C	-0.11%
LZB	B	-0.11%
AVT	C	-0.11%
MOG.A	B	-0.11%
JEF	A	-0.11%
LHX	C	-0.11%
ZBH	C	-0.11%
HOLX	D	-0.11%
ED	D	-0.1%
PJT	A	-0.1%
EIX	B	-0.1%
HIMS	B	-0.1%
DHI	D	-0.1%
BBY	D	-0.1%
KLG	C	-0.09%
ETSY	D	-0.09%
COKE	C	-0.09%
UNM	A	-0.09%
O	D	-0.08%
CHTR	C	-0.08%
SRE	A	-0.08%
THO	B	-0.08%
DTE	C	-0.08%
GIS	D	-0.08%
VTRS	A	-0.08%
MET	A	-0.08%
F	C	-0.08%
DFIN	D	-0.08%
GOLF	B	-0.08%
VTR	C	-0.08%
ROP	B	-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%
AIG	B	-0.06%
NWL	B	-0.06%
VSTO	A	-0.06%
AEE	A	-0.06%
ABNB	C	-0.06%
CAH	B	-0.06%
EVR	B	-0.06%
OFG	B	-0.06%
FHI	A	-0.05%
LMAT	A	-0.05%
LNTH	D	-0.05%
WBA	F	-0.05%
EPC	D	-0.05%
NRG	B	-0.04%
WEC	A	-0.04%
MDLZ	F	-0.04%
VCTR	B	-0.04%
CBRE	B	-0.04%
DIS	B	-0.04%
PBH	A	-0.04%
APO	B	-0.04%
MKL	A	-0.04%
WOR	F	-0.04%
CASY	A	-0.04%
STE	F	-0.04%
HLI	B	-0.04%
LTC	B	-0.03%
PFBC	B	-0.03%
CTRE	D	-0.03%
SNEX	B	-0.03%
CNK	B	-0.03%
BRBR	A	-0.03%
MORN	B	-0.03%
LYV	A	-0.03%
MCD	D	-0.03%
MANH	D	-0.03%
CFG	B	-0.03%
BCO	D	-0.03%
COLM	B	-0.02%
MMM	D	-0.02%
TNL	A	-0.02%
CASH	A	-0.02%
WHR	B	-0.02%
ALL	A	-0.02%
ANIP	F	-0.01%
UE	C	-0.01%
AMG	B	-0.01%
CVS	D	-0.01%
PIPR	B	-0.01%