HLGE vs. AIVL ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to WisdomTree U.S. AI Enhanced Value Fund (AIVL)

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

AIVL

WisdomTree U.S. AI Enhanced Value Fund

AIVL Description

WisdomTree U.S. AI Enhanced Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Voya Investment Management Co. LLC, WisdomTree Asset Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in value stocks of companies across diversified market capitalization. It employs quantitative analysis to create its portfolio. The fund seeks to benchmark the performance of its portfolio against the Dow Jones U.S. Select Dividend Index. It employs proprietary research to create its portfolio. WisdomTree U.S. AI Enhanced Value Fund was formed on June 16, 2006 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$113.84

Average Daily Volume

1,984

Number of Holdings ^*

100

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	AIVL
30 Days	3.61%	3.03%
60 Days	3.94%	3.55%
90 Days	5.95%	5.56%
12 Months	29.57%	28.14%

30 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in AIVL	Overlap
A	D	0.35%	2.71%	0.35%
ABT	B	0.33%	2.89%	0.33%
BDX	F	0.13%	0.24%	0.13%
BRK.A	B	0.44%	0.32%	0.32%
CMCSA	B	0.54%	3.3%	0.54%
CNC	D	0.2%	1.34%	0.2%
CW	B	0.34%	0.28%	0.28%
DLB	B	0.66%	0.24%	0.24%
ED	D	0.1%	0.23%	0.1%
HEI	B	0.28%	0.27%	0.27%
HOLX	D	0.11%	1.41%	0.11%
HON	B	0.23%	1.8%	0.23%
HPE	B	0.89%	1.68%	0.89%
ICE	C	0.11%	2.65%	0.11%
INCY	C	0.24%	0.25%	0.24%
INTC	D	0.23%	2.0%	0.23%
KMB	D	0.3%	0.24%	0.24%
KO	D	0.41%	1.37%	0.41%
LHX	C	0.11%	0.72%	0.11%
M	D	0.53%	0.56%	0.53%
MDT	D	0.28%	3.33%	0.28%
ORI	A	0.14%	0.26%	0.14%
PINC	B	0.07%	0.27%	0.07%
ROP	B	0.08%	2.55%	0.08%
RTX	C	0.32%	2.58%	0.32%
SWKS	F	0.36%	0.23%	0.23%
TRIP	F	0.57%	0.24%	0.24%
USB	A	0.28%	0.25%	0.25%
WFC	A	0.39%	4.35%	0.39%
ZBH	C	0.11%	0.54%	0.11%

HLGE Overweight 309 Positions Relative to AIVL

Symbol	Grade	Weight
CARG	C	1.18%
NVDA	C	1.17%
META	D	1.06%
AMZN	C	1.05%
GOOGL	C	1.03%
ORCL	B	1.03%
EBAY	D	1.01%
DELL	C	0.94%
CARS	B	0.94%
TXN	C	0.92%
CVLT	B	0.89%
QCOM	F	0.89%
NOW	A	0.88%
YELP	C	0.86%
NXPI	D	0.83%
MSFT	F	0.83%
AAPL	C	0.82%
HPQ	B	0.82%
WMT	A	0.82%
FICO	B	0.81%
PSTG	D	0.79%
STX	D	0.79%
NTAP	C	0.79%
JWN	C	0.76%
DDS	B	0.75%
WDC	D	0.74%
GM	B	0.74%
BKNG	A	0.74%
JNJ	D	0.73%
LOW	D	0.73%
FTNT	C	0.72%
TMUS	B	0.7%
VRTX	F	0.68%
MCK	B	0.68%
HD	A	0.67%
CL	D	0.67%
PRGS	A	0.66%
TJX	A	0.63%
MCHP	D	0.6%
ADI	D	0.6%
MTCH	D	0.6%
NFLX	A	0.6%
UNH	C	0.57%
CRUS	D	0.57%
AXNX	C	0.57%
PI	D	0.56%
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%
MTD	D	0.53%
BK	A	0.52%
BSX	B	0.52%
LLY	F	0.52%
PANW	C	0.52%
COST	B	0.51%
T	A	0.5%
CORT	B	0.49%
PINS	D	0.49%
MPWR	F	0.48%
EA	A	0.47%
MRK	F	0.46%
MS	A	0.44%
C	A	0.44%
REGN	F	0.43%
AMED	F	0.43%
MTB	A	0.43%
SNAP	C	0.42%
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	C	0.4%
VRNS	D	0.39%
HCA	F	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%
CRWD	B	0.35%
BMY	B	0.35%
ISRG	A	0.35%
CI	F	0.35%
GD	F	0.35%
IRM	D	0.35%
ON	D	0.34%
VZ	C	0.34%
UBER	D	0.34%
MTSI	B	0.34%
XRX	F	0.33%
PEP	F	0.33%
INTU	C	0.33%
TMO	F	0.33%
ABBV	D	0.33%
SO	D	0.32%
PG	A	0.32%
DIOD	D	0.32%
DUK	C	0.31%
STT	A	0.31%
EDR	A	0.31%
UTHR	C	0.3%
WELL	A	0.3%
AMGN	D	0.3%
NVR	D	0.3%
RF	A	0.29%
GRMN	B	0.28%
MCRI	A	0.28%
CDNS	B	0.28%
YUM	B	0.28%
ETR	B	0.28%
HBAN	A	0.28%
ADSK	A	0.28%
SYY	B	0.27%
AXP	A	0.27%
GDDY	A	0.27%
PRU	A	0.27%
SMTC	B	0.26%
PTC	A	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%
SNPS	B	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%
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%
HLT	A	0.21%
TYL	B	0.21%
EHC	B	0.21%
BJ	A	0.2%
SMCI	F	0.2%
LAMR	D	0.2%
PGR	A	0.2%
HRB	D	0.2%
WAT	B	0.2%
ACIW	B	0.2%
TSCO	D	0.19%
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%
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%
AMD	F	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%
FOXA	B	0.14%
NHI	D	0.14%
ADBE	C	0.14%
PDCO	D	0.14%
FLO	D	0.14%
WGO	C	0.14%
ALKT	B	0.14%
SPGI	C	0.14%
FE	C	0.14%
EQR	B	0.13%
SF	B	0.13%
SHOO	D	0.13%
AGYS	A	0.13%
CHD	B	0.13%
RJF	A	0.13%
AEP	D	0.13%
TROW	B	0.13%
TFC	A	0.13%
WSM	B	0.12%
BKE	B	0.12%
SHO	C	0.12%
JXN	C	0.12%
EQH	B	0.12%
LZB	B	0.11%
AVT	C	0.11%
MOG.A	B	0.11%
JEF	A	0.11%
VEEV	C	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%
IDXX	F	0.08%
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%
ZS	C	0.05%
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%
MRVL	B	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%

HLGE Underweight 70 Positions Relative to AIVL

Symbol	Grade	Weight
XOM	B	-3.99%
MO	A	-3.25%
NI	A	-3.04%
OTIS	C	-3.0%
NDAQ	A	-2.77%
FTV	C	-2.76%
HWM	A	-2.68%
CME	A	-2.61%
WY	D	-2.15%
TDY	B	-2.05%
TXT	D	-1.95%
CNP	B	-1.7%
KDP	D	-1.58%
PPG	F	-1.56%
FDS	B	-1.38%
PCG	A	-1.22%
AMCR	D	-1.13%
CVX	A	-1.12%
JCI	C	-0.99%
SBAC	D	-0.92%
OXY	D	-0.9%
LKQ	D	-0.78%
NSA	D	-0.69%
QGEN	D	-0.69%
PM	B	-0.66%
KEYS	A	-0.63%
WRB	A	-0.62%
RBLX	C	-0.57%
XP	F	-0.52%
ESI	A	-0.51%
RGA	A	-0.5%
HUN	F	-0.48%
KHC	F	-0.47%
AMKR	D	-0.43%
CNH	C	-0.42%
DOW	F	-0.42%
AM	A	-0.42%
HXL	D	-0.39%
LNC	B	-0.38%
GPC	D	-0.36%
DCI	B	-0.36%
BAX	D	-0.36%
WEN	D	-0.35%
GEHC	F	-0.3%
GNTX	C	-0.29%
GTES	A	-0.28%
MDU	D	-0.28%
BEN	C	-0.27%
CSX	B	-0.26%
HII	D	-0.26%
DXC	B	-0.26%
AME	A	-0.26%
IEX	B	-0.26%
RYAN	B	-0.26%
UPS	C	-0.25%
MNST	C	-0.25%
UGI	A	-0.25%
SBUX	A	-0.25%
HST	C	-0.25%
REYN	D	-0.25%
BWXT	B	-0.25%
BWA	D	-0.25%
BSY	D	-0.24%
COTY	F	-0.24%
EXC	C	-0.24%
JKHY	D	-0.24%
TECH	D	-0.24%
FR	C	-0.24%
ASH	D	-0.23%
CAG	D	-0.23%