ESIX vs. HLGE ETF Comparison

Comparison of SPDR S&P SmallCap 600 ESG ETF (ESIX) to Hartford Longevity Economy ETF (HLGE)

ESIX

SPDR S&P SmallCap 600 ESG ETF

ESIX Description

SPDR S&P SmallCap 600 ESG ETF is an exchange traded fund launched by State Street Global Advisors, Inc. The fund is managed by SSGA Funds Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of small-cap companies. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the S&P SmallCap 600 ESG Index, by using representative sampling technique. SPDR S&P SmallCap 600 ESG ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$33.36

Average Daily Volume

1,557

Number of Holdings ^*

367

* 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

$32.37

Average Daily Volume

494

Number of Holdings ^*

339

* may have additional holdings in another (foreign) market

Performance

Period	ESIX	HLGE
30 Days	6.82%	1.74%
60 Days	6.05%	2.94%
90 Days	6.01%	4.94%
12 Months	31.00%	28.33%

44 Overlapping Holdings

Symbol	Grade	Weight in ESIX	Weight in HLGE	Overlap
ACIW	B	0.64%	0.2%	0.2%
ADUS	D	0.25%	0.16%	0.16%
AGYS	A	0.3%	0.13%	0.13%
BOX	B	0.56%	0.18%	0.18%
CALM	A	0.41%	0.36%	0.36%
CARG	B	0.35%	1.18%	0.35%
CARS	C	0.13%	0.94%	0.13%
CASH	B	0.22%	0.02%	0.02%
COLL	F	0.11%	0.24%	0.11%
CPRX	C	0.27%	0.06%	0.06%
CTRE	C	0.56%	0.03%	0.03%
DFIN	D	0.18%	0.08%	0.08%
DIOD	D	0.29%	0.32%	0.29%
EPC	F	0.19%	0.05%	0.05%
FTDR	B	0.47%	0.07%	0.07%
JXN	C	0.84%	0.12%	0.12%
KSS	F	0.23%	0.15%	0.15%
LRN	A	0.48%	0.21%	0.21%
LTC	B	0.18%	0.03%	0.03%
LZB	B	0.21%	0.11%	0.11%
MMSI	A	0.66%	0.15%	0.15%
NWL	C	0.42%	0.06%	0.06%
OFG	B	0.23%	0.06%	0.06%
OGN	F	0.44%	0.25%	0.25%
PBH	A	0.45%	0.04%	0.04%
PDCO	F	0.17%	0.14%	0.14%
PFBC	B	0.13%	0.03%	0.03%
PINC	B	0.26%	0.07%	0.07%
PIPR	A	0.59%	0.01%	0.01%
PJT	A	0.42%	0.1%	0.1%
PRG	C	0.23%	0.21%	0.21%
PRGS	A	0.32%	0.66%	0.32%
PSMT	D	0.25%	0.17%	0.17%
SHO	D	0.23%	0.12%	0.12%
SHOO	F	0.36%	0.13%	0.13%
SMTC	B	0.39%	0.26%	0.26%
SNEX	B	0.3%	0.03%	0.03%
TRIP	F	0.18%	0.57%	0.18%
UE	B	0.31%	0.01%	0.01%
UPBD	B	0.17%	0.16%	0.16%
WGO	C	0.19%	0.14%	0.14%
WOR	F	0.14%	0.04%	0.04%
XRX	F	0.11%	0.33%	0.11%
YELP	C	0.27%	0.86%	0.27%

ESIX Overweight 323 Positions Relative to HLGE

Symbol	Grade	Weight
MLI	B	1.14%
LUMN	C	0.98%
GKOS	B	0.85%
ATI	C	0.78%
SPSC	D	0.75%
AWI	A	0.75%
ALK	B	0.75%
MTH	D	0.73%
BMI	B	0.72%
COOP	B	0.7%
LNC	C	0.66%
BCPC	B	0.64%
MATX	C	0.62%
FSS	B	0.62%
BCC	B	0.61%
DY	D	0.6%
GPI	B	0.6%
ITRI	C	0.59%
EAT	A	0.58%
RDN	D	0.58%
SEE	C	0.58%
ACA	A	0.57%
MGY	A	0.57%
AL	B	0.57%
SM	B	0.57%
SLG	B	0.55%
SHAK	C	0.55%
IBP	D	0.54%
PECO	A	0.53%
ALKS	C	0.52%
ITGR	B	0.51%
IDCC	B	0.51%
AGO	B	0.5%
ABCB	B	0.5%
SIG	B	0.49%
NSIT	F	0.48%
ICUI	D	0.47%
MAC	B	0.47%
FELE	B	0.47%
GVA	A	0.47%
PLXS	B	0.47%
AEIS	C	0.47%
MHO	D	0.47%
FUL	F	0.46%
KFY	B	0.45%
CRC	A	0.45%
AROC	A	0.44%
SKT	A	0.44%
DXC	B	0.44%
SEM	B	0.44%
TPH	D	0.44%
RUSHA	C	0.43%
AUB	B	0.43%
SITM	B	0.43%
FULT	A	0.43%
CVCO	A	0.43%
VRRM	F	0.43%
UCB	A	0.43%
REZI	A	0.42%
CATY	B	0.42%
WDFC	B	0.42%
JBT	B	0.42%
CBU	B	0.41%
DORM	B	0.41%
GEO	B	0.4%
APLE	B	0.39%
NPO	A	0.39%
ABM	B	0.39%
FHB	B	0.39%
APAM	B	0.38%
HP	C	0.38%
HIW	C	0.38%
WD	D	0.38%
FBP	C	0.38%
SMPL	B	0.38%
SXT	C	0.37%
BXMT	C	0.36%
GFF	A	0.36%
HASI	D	0.36%
CWK	C	0.36%
AEO	F	0.36%
BRC	D	0.36%
BOH	B	0.35%
BL	B	0.35%
AWR	B	0.35%
SFNC	C	0.35%
DEI	B	0.35%
GNW	A	0.35%
ATGE	B	0.35%
NMIH	C	0.34%
BKU	A	0.34%
HUBG	A	0.34%
TRN	B	0.34%
IOSP	C	0.34%
INDB	B	0.34%
FORM	D	0.34%
TDS	B	0.33%
CWT	C	0.33%
PTEN	C	0.33%
PFS	B	0.32%
BFH	C	0.32%
SLVM	B	0.32%
LCII	C	0.32%
LXP	D	0.31%
PLMR	A	0.31%
HBI	B	0.31%
FFBC	B	0.31%
DV	C	0.31%
EPAC	C	0.3%
PPBI	C	0.3%
BANR	B	0.29%
PAYO	A	0.29%
VCEL	B	0.29%
ACLS	F	0.29%
MTX	B	0.29%
ARCB	C	0.29%
HNI	B	0.29%
TBBK	B	0.29%
AAP	D	0.28%
SBCF	B	0.28%
AZZ	A	0.28%
AKR	B	0.28%
STRA	C	0.27%
CCS	D	0.27%
BANF	B	0.27%
MYRG	B	0.27%
KLIC	B	0.27%
CAKE	C	0.26%
KWR	C	0.26%
HI	C	0.26%
RNST	B	0.26%
IBTX	B	0.26%
BANC	B	0.25%
TFIN	B	0.25%
CNMD	C	0.25%
KMT	B	0.25%
ROCK	C	0.25%
EVTC	B	0.25%
ROIC	A	0.25%
UFPT	C	0.25%
HAYW	B	0.25%
CWEN	C	0.25%
EXTR	C	0.24%
JBLU	F	0.24%
LGND	C	0.24%
B	A	0.24%
OMCL	C	0.24%
VIAV	C	0.24%
ENR	B	0.24%
STC	B	0.23%
ALG	B	0.23%
VYX	B	0.23%
OI	C	0.23%
FBK	C	0.22%
RAMP	B	0.22%
FL	F	0.22%
GBX	A	0.22%
DRH	B	0.21%
NBHC	C	0.21%
FCF	B	0.21%
CHCO	B	0.21%
TNDM	D	0.21%
ROG	D	0.2%
APOG	C	0.2%
LKFN	C	0.2%
CENTA	C	0.19%
MLKN	F	0.19%
WKC	C	0.19%
SONO	C	0.19%
BHE	C	0.19%
AMPH	F	0.19%
TRUP	B	0.19%
WWW	A	0.19%
VECO	F	0.18%
VRTS	B	0.18%
SCL	C	0.18%
PZZA	F	0.18%
NTCT	C	0.18%
SJW	F	0.18%
STBA	B	0.18%
HOPE	C	0.18%
NWN	A	0.18%
KN	B	0.18%
CUBI	B	0.18%
TNC	D	0.18%
DVAX	C	0.18%
NGVT	B	0.18%
HMN	B	0.18%
XHR	B	0.17%
CSGS	B	0.17%
DNOW	B	0.17%
ANDE	D	0.17%
AMWD	C	0.17%
THS	D	0.17%
HLIT	D	0.16%
XNCR	B	0.16%
NX	C	0.16%
HLX	B	0.16%
ELME	D	0.16%
MYGN	F	0.16%
VRE	B	0.16%
PEB	D	0.16%
TILE	B	0.16%
HTH	C	0.16%
TALO	C	0.16%
EIG	B	0.15%
KW	C	0.15%
UNIT	B	0.15%
UNFI	A	0.15%
JBGS	F	0.15%
WT	A	0.15%
USPH	B	0.15%
THRM	F	0.15%
TGI	B	0.15%
ALEX	B	0.15%
STAA	F	0.15%
LNN	B	0.15%
SBH	C	0.15%
DCOM	B	0.14%
DEA	D	0.14%
CRK	B	0.14%
SAFT	B	0.14%
BHLB	B	0.14%
AAT	B	0.14%
HRMY	D	0.14%
KALU	C	0.14%
MD	C	0.14%
ECPG	C	0.13%
NVEE	F	0.13%
ALGT	B	0.13%
QNST	B	0.13%
FDP	B	0.13%
ARLO	C	0.13%
CERT	F	0.13%
COHU	C	0.13%
NAVI	F	0.13%
MSEX	C	0.13%
AORT	B	0.12%
CENX	B	0.12%
DAN	D	0.12%
CAL	F	0.12%
AMSF	B	0.12%
FBRT	D	0.12%
CBRL	C	0.12%
SDGR	C	0.12%
CSR	B	0.12%
PBI	B	0.12%
SCSC	C	0.12%
OXM	F	0.12%
PMT	C	0.12%
LPG	F	0.11%
SBSI	C	0.11%
MMI	C	0.11%
UTL	B	0.11%
SXC	A	0.11%
PARR	F	0.11%
VVI	C	0.11%
RCUS	F	0.1%
HFWA	C	0.1%
PRAA	D	0.1%
JACK	C	0.1%
ODP	F	0.1%
VTOL	B	0.1%
OMI	F	0.1%
TMP	B	0.1%
HSII	B	0.1%
EGBN	B	0.1%
CWEN	C	0.1%
CLB	B	0.1%
AMN	F	0.1%
RWT	D	0.1%
BDN	C	0.1%
ASIX	B	0.09%
JBSS	F	0.09%
KOP	C	0.09%
CPF	B	0.09%
BJRI	C	0.09%
HAYN	A	0.09%
PRA	C	0.09%
EMBC	C	0.09%
WNC	C	0.09%
MNRO	D	0.09%
AVNS	F	0.09%
EYE	C	0.09%
VTLE	C	0.09%
MATW	C	0.08%
AXL	C	0.08%
GPRE	F	0.08%
MGPI	F	0.08%
SMP	C	0.08%
PCRX	C	0.08%
SEDG	F	0.08%
HAFC	B	0.08%
FWRD	D	0.08%
VIR	D	0.08%
HAIN	D	0.07%
AMBC	C	0.07%
SPTN	D	0.07%
NBR	C	0.07%
WSR	A	0.07%
INN	D	0.07%
TRST	B	0.07%
THRY	D	0.06%
GES	F	0.06%
UFCS	A	0.06%
NVRI	D	0.06%
HPP	F	0.06%
IRWD	F	0.06%
SHEN	F	0.06%
MTUS	C	0.06%
GDOT	D	0.06%
USNA	C	0.05%
KELYA	F	0.05%
BGS	F	0.05%
GOGO	C	0.05%
PAHC	C	0.05%
RGNX	D	0.05%
LESL	D	0.05%
CNSL	C	0.04%
CENT	C	0.04%
FLGT	F	0.04%
WRLD	C	0.04%
CRSR	C	0.03%

ESIX Underweight 295 Positions Relative to HLGE

Symbol	Grade	Weight
NVDA	B	-1.17%
META	D	-1.06%
AMZN	C	-1.05%
GOOGL	C	-1.03%
ORCL	A	-1.03%
EBAY	D	-1.01%
DELL	B	-0.94%
TXN	C	-0.92%
HPE	B	-0.89%
CVLT	B	-0.89%
QCOM	F	-0.89%
NOW	A	-0.88%
NXPI	D	-0.83%
MSFT	D	-0.83%
AAPL	C	-0.82%
HPQ	B	-0.82%
WMT	A	-0.82%
FICO	B	-0.81%
PSTG	D	-0.79%
STX	C	-0.79%
NTAP	C	-0.79%
JWN	D	-0.76%
DDS	B	-0.75%
WDC	D	-0.74%
GM	C	-0.74%
BKNG	A	-0.74%
JNJ	C	-0.73%
LOW	C	-0.73%
FTNT	C	-0.72%
TMUS	B	-0.7%
VRTX	D	-0.68%
MCK	A	-0.68%
HD	B	-0.67%
CL	D	-0.67%
DLB	B	-0.66%
TJX	A	-0.63%
MCHP	F	-0.6%
ADI	D	-0.6%
MTCH	D	-0.6%
NFLX	A	-0.6%
UNH	B	-0.57%
CRUS	D	-0.57%
AXNX	A	-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	F	-0.53%
AVGO	D	-0.53%
GS	A	-0.53%
M	F	-0.53%
MTD	F	-0.53%
BK	A	-0.52%
BSX	A	-0.52%
LLY	F	-0.52%
PANW	B	-0.52%
COST	A	-0.51%
T	A	-0.5%
CORT	B	-0.49%
PINS	F	-0.49%
MPWR	F	-0.48%
EA	A	-0.47%
MRK	D	-0.46%
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	D	-0.42%
KO	D	-0.41%
ZTS	D	-0.41%
ACI	C	-0.41%
PNC	B	-0.41%
OLLI	D	-0.41%
GEN	B	-0.41%
MCO	B	-0.4%
SYK	B	-0.4%
VRNS	D	-0.39%
HCA	F	-0.39%
WFC	A	-0.39%
QLYS	B	-0.38%
BAC	A	-0.38%
MU	D	-0.38%
FITB	B	-0.37%
TGT	F	-0.37%
JPM	A	-0.36%
IAC	F	-0.36%
SWKS	F	-0.36%
CRWD	B	-0.35%
A	D	-0.35%
BMY	B	-0.35%
ISRG	A	-0.35%
CI	D	-0.35%
GD	D	-0.35%
IRM	C	-0.35%
ON	D	-0.34%
CW	C	-0.34%
VZ	C	-0.34%
UBER	F	-0.34%
MTSI	B	-0.34%
PEP	F	-0.33%
INTU	B	-0.33%
TMO	F	-0.33%
ABT	B	-0.33%
ABBV	F	-0.33%
SO	C	-0.32%
PG	C	-0.32%
RTX	D	-0.32%
DUK	C	-0.31%
STT	B	-0.31%
EDR	A	-0.31%
UTHR	C	-0.3%
KMB	C	-0.3%
WELL	A	-0.3%
AMGN	F	-0.3%
NVR	D	-0.3%
RF	A	-0.29%
HEI	A	-0.28%
GRMN	B	-0.28%
MCRI	A	-0.28%
CDNS	B	-0.28%
YUM	D	-0.28%
ETR	B	-0.28%
MDT	D	-0.28%
HBAN	A	-0.28%
ADSK	A	-0.28%
USB	A	-0.28%
SYY	D	-0.27%
AXP	A	-0.27%
GDDY	A	-0.27%
PRU	A	-0.27%
PTC	B	-0.26%
KTB	B	-0.26%
RCL	A	-0.25%
EXEL	B	-0.25%
PEG	A	-0.25%
SYF	B	-0.25%
HUM	C	-0.25%
TENB	C	-0.24%
INCY	C	-0.24%
SNPS	B	-0.24%
JHG	B	-0.24%
MSGS	A	-0.24%
CB	C	-0.24%
COR	B	-0.24%
WMK	C	-0.23%
ZUO	B	-0.23%
INTC	C	-0.23%
HON	C	-0.23%
PHM	D	-0.23%
RMD	C	-0.22%
POWI	F	-0.22%
NYT	D	-0.22%
PFE	F	-0.21%
PPL	A	-0.21%
ITCI	C	-0.21%
CINF	A	-0.21%
TDG	D	-0.21%
HLT	A	-0.21%
TYL	B	-0.21%
EHC	B	-0.21%
BJ	A	-0.2%
SMCI	F	-0.2%
LAMR	C	-0.2%
PGR	A	-0.2%
HRB	D	-0.2%
CNC	D	-0.2%
WAT	C	-0.2%
TSCO	D	-0.19%
COF	C	-0.19%
CRDO	B	-0.19%
SPG	A	-0.18%
ZETA	D	-0.18%
FCNCA	A	-0.18%
KVUE	A	-0.18%
APP	B	-0.18%
BLK	B	-0.18%
AVB	B	-0.18%
ROST	D	-0.17%
HSY	F	-0.17%
NOC	D	-0.17%
DGX	A	-0.16%
ANSS	B	-0.16%
FSLR	F	-0.16%
LOPE	C	-0.16%
APPN	B	-0.16%
CRVL	B	-0.16%
AMD	F	-0.16%
QRVO	F	-0.16%
CHE	D	-0.16%
IMKTA	C	-0.16%
VICI	C	-0.15%
SFM	A	-0.15%
DHR	F	-0.15%
AMP	A	-0.15%
AFL	B	-0.15%
TDC	D	-0.15%
ORI	A	-0.14%
FOXA	A	-0.14%
NHI	D	-0.14%
ADBE	C	-0.14%
FLO	D	-0.14%
ALKT	B	-0.14%
SPGI	C	-0.14%
FE	C	-0.14%
EQR	C	-0.13%
SF	B	-0.13%
CHD	A	-0.13%
RJF	A	-0.13%
AEP	C	-0.13%
TROW	B	-0.13%
TFC	A	-0.13%
BDX	F	-0.13%
WSM	C	-0.12%
BKE	B	-0.12%
EQH	C	-0.12%
ICE	C	-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	C	-0.1%
VEEV	C	-0.1%
EIX	B	-0.1%
HIMS	B	-0.1%
DHI	F	-0.1%
BBY	D	-0.1%
KLG	B	-0.09%
ETSY	D	-0.09%
COKE	C	-0.09%
UNM	A	-0.09%
O	C	-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%
GOLF	B	-0.08%
VTR	B	-0.08%
ROP	B	-0.08%
IDXX	F	-0.08%
VRSN	C	-0.07%
DOCU	B	-0.07%
BPOP	C	-0.07%
DOCS	C	-0.07%
ACGL	C	-0.06%
AXS	A	-0.06%
PRDO	B	-0.06%
AIG	B	-0.06%
VSTO	A	-0.06%
AEE	A	-0.06%
ABNB	C	-0.06%
CAH	B	-0.06%
EVR	B	-0.06%
ZS	B	-0.05%
FHI	B	-0.05%
LMAT	A	-0.05%
LNTH	D	-0.05%
WBA	F	-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%
MRVL	B	-0.04%
APO	B	-0.04%
MKL	A	-0.04%
CASY	A	-0.04%
STE	D	-0.04%
HLI	A	-0.04%
CNK	C	-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	F	-0.03%
COLM	C	-0.02%
MMM	D	-0.02%
TNL	A	-0.02%
WHR	B	-0.02%
ALL	A	-0.02%
ANIP	F	-0.01%
AMG	B	-0.01%
CVS	D	-0.01%