HLGE vs. EPS ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to WisdomTree Earnings 500 Fund (EPS)

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

EPS

WisdomTree Earnings 500 Fund

EPS Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Earning 500 Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the large-capitalization segment of the U.S. Stock Market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$62.81

Average Daily Volume

41,499

Number of Holdings ^*

496

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	EPS
30 Days	1.74%	2.61%
60 Days	2.94%	5.32%
90 Days	4.94%	6.84%
12 Months	28.33%	32.43%

193 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in EPS	Overlap
A	D	0.35%	0.05%	0.05%
AAPL	C	0.82%	5.27%	0.82%
ABBV	F	0.33%	0.93%	0.33%
ABNB	C	0.06%	0.2%	0.06%
ABT	B	0.33%	0.32%	0.32%
ACI	C	0.41%	0.05%	0.05%
ADBE	C	0.14%	0.25%	0.14%
ADI	D	0.6%	0.26%	0.26%
ADSK	A	0.28%	0.13%	0.13%
AEE	A	0.06%	0.04%	0.04%
AEP	C	0.13%	0.11%	0.11%
AFL	B	0.15%	0.2%	0.15%
AIG	B	0.06%	0.19%	0.06%
AMGN	F	0.3%	0.37%	0.3%
AMP	A	0.15%	0.18%	0.15%
AMZN	C	1.05%	3.27%	1.05%
ANSS	B	0.16%	0.07%	0.07%
APP	B	0.18%	0.28%	0.18%
AVB	B	0.18%	0.04%	0.04%
AVGO	D	0.53%	1.31%	0.53%
AXP	A	0.27%	0.5%	0.27%
BAC	A	0.38%	1.69%	0.38%
BBY	D	0.1%	0.05%	0.05%
BDX	F	0.13%	0.12%	0.12%
BK	A	0.52%	0.19%	0.19%
BKNG	A	0.74%	0.32%	0.32%
BLK	B	0.18%	0.28%	0.18%
BMY	B	0.35%	0.69%	0.35%
BRK.A	B	0.44%	1.8%	0.44%
BSX	A	0.52%	0.17%	0.17%
C	A	0.44%	0.69%	0.44%
CAH	B	0.06%	0.06%	0.06%
CASY	A	0.04%	0.01%	0.01%
CBRE	B	0.04%	0.07%	0.04%
CDNS	B	0.28%	0.09%	0.09%
CFG	B	0.03%	0.11%	0.03%
CHD	A	0.13%	0.03%	0.03%
CHTR	C	0.08%	0.18%	0.08%
CI	D	0.35%	0.33%	0.33%
CINF	A	0.21%	0.04%	0.04%
CL	D	0.67%	0.11%	0.11%
CMCSA	B	0.54%	0.64%	0.54%
CNC	D	0.2%	0.11%	0.11%
COF	C	0.19%	0.29%	0.19%
COR	B	0.24%	0.11%	0.11%
COST	A	0.51%	0.37%	0.37%
CRWD	B	0.35%	0.08%	0.08%
CVS	D	0.01%	0.33%	0.01%
DGX	A	0.16%	0.04%	0.04%
DHI	F	0.1%	0.22%	0.1%
DHR	F	0.15%	0.24%	0.15%
DIS	B	0.04%	0.32%	0.04%
DTE	C	0.08%	0.04%	0.04%
DUK	C	0.31%	0.17%	0.17%
EA	A	0.47%	0.08%	0.08%
EBAY	D	1.01%	0.12%	0.12%
ED	C	0.1%	0.06%	0.06%
EIX	B	0.1%	0.08%	0.08%
ELV	F	0.53%	0.24%	0.24%
EQH	C	0.12%	0.08%	0.08%
EQR	C	0.13%	0.02%	0.02%
ETR	B	0.28%	0.06%	0.06%
F	C	0.08%	0.26%	0.08%
FCNCA	A	0.18%	0.12%	0.12%
FE	C	0.14%	0.05%	0.05%
FICO	B	0.81%	0.09%	0.09%
FITB	B	0.37%	0.13%	0.13%
FOXA	A	0.14%	0.09%	0.09%
FTNT	C	0.72%	0.13%	0.13%
GD	D	0.35%	0.13%	0.13%
GDDY	A	0.27%	0.07%	0.07%
GEN	B	0.41%	0.1%	0.1%
GILD	C	0.54%	0.34%	0.34%
GIS	D	0.08%	0.09%	0.08%
GM	C	0.74%	0.43%	0.43%
GOOGL	C	1.03%	5.03%	1.03%
GS	A	0.53%	0.48%	0.48%
HBAN	A	0.28%	0.12%	0.12%
HCA	F	0.39%	0.24%	0.24%
HD	B	0.67%	0.75%	0.67%
HEI	A	0.28%	0.03%	0.03%
HLT	A	0.21%	0.08%	0.08%
HOLX	D	0.11%	0.04%	0.04%
HON	C	0.23%	0.26%	0.23%
HPE	B	0.89%	0.17%	0.17%
HPQ	B	0.82%	0.2%	0.2%
HSY	F	0.17%	0.06%	0.06%
HUM	C	0.25%	0.07%	0.07%
ICE	C	0.11%	0.15%	0.11%
IDXX	F	0.08%	0.03%	0.03%
INCY	C	0.24%	0.01%	0.01%
INTC	C	0.23%	0.08%	0.08%
INTU	B	0.33%	0.22%	0.22%
IRM	C	0.35%	0.04%	0.04%
ISRG	A	0.35%	0.13%	0.13%
JNJ	C	0.73%	1.01%	0.73%
JPM	A	0.36%	2.94%	0.36%
KMB	C	0.3%	0.09%	0.09%
KO	D	0.41%	0.46%	0.41%
KR	B	0.54%	0.15%	0.15%
KVUE	A	0.18%	0.1%	0.1%
LHX	C	0.11%	0.1%	0.1%
LLY	F	0.52%	0.46%	0.46%
LMT	D	0.54%	0.31%	0.31%
LOW	C	0.73%	0.38%	0.38%
LYV	A	0.03%	0.03%	0.03%
MANH	D	0.03%	0.04%	0.03%
MCD	D	0.03%	0.32%	0.03%
MCHP	F	0.6%	0.12%	0.12%
MCK	A	0.68%	0.19%	0.19%
MCO	B	0.4%	0.09%	0.09%
MDLZ	F	0.04%	0.14%	0.04%
MET	A	0.08%	0.26%	0.08%
META	D	1.06%	3.74%	1.06%
MKL	A	0.04%	0.08%	0.04%
MMM	D	0.02%	0.23%	0.02%
MORN	B	0.03%	0.01%	0.01%
MPWR	F	0.48%	0.05%	0.05%
MRK	D	0.46%	0.28%	0.28%
MS	A	0.44%	0.59%	0.44%
MSFT	D	0.83%	5.07%	0.83%
MTB	A	0.43%	0.17%	0.17%
MTD	F	0.53%	0.03%	0.03%
NFLX	A	0.6%	0.47%	0.47%
NOC	D	0.17%	0.14%	0.14%
NOW	A	0.88%	0.16%	0.16%
NTAP	C	0.79%	0.1%	0.1%
NVDA	B	1.17%	3.69%	1.17%
NVR	D	0.3%	0.07%	0.07%
O	C	0.08%	0.03%	0.03%
ON	D	0.34%	0.11%	0.11%
ORCL	A	1.03%	0.99%	0.99%
PANW	B	0.52%	0.12%	0.12%
PEG	A	0.25%	0.08%	0.08%
PEP	F	0.33%	0.36%	0.33%
PG	C	0.32%	0.68%	0.32%
PGR	A	0.2%	0.15%	0.15%
PHM	D	0.23%	0.14%	0.14%
PINS	F	0.49%	0.02%	0.02%
PNC	B	0.41%	0.32%	0.32%
PPL	A	0.21%	0.04%	0.04%
PRU	A	0.27%	0.2%	0.2%
PSTG	D	0.79%	0.07%	0.07%
PTC	B	0.26%	0.05%	0.05%
QCOM	F	0.89%	0.5%	0.5%
REGN	F	0.43%	0.17%	0.17%
RF	A	0.29%	0.12%	0.12%
RJF	A	0.13%	0.09%	0.09%
RMD	C	0.22%	0.04%	0.04%
ROP	B	0.08%	0.1%	0.08%
ROST	D	0.17%	0.06%	0.06%
RTX	D	0.32%	0.4%	0.32%
SMCI	F	0.2%	0.06%	0.06%
SNPS	B	0.24%	0.1%	0.1%
SO	C	0.32%	0.18%	0.18%
SPG	A	0.18%	0.1%	0.1%
SPGI	C	0.14%	0.16%	0.14%
SRE	A	0.08%	0.14%	0.08%
STT	B	0.31%	0.11%	0.11%
SWKS	F	0.36%	0.07%	0.07%
SYF	B	0.25%	0.13%	0.13%
SYK	B	0.4%	0.19%	0.19%
SYY	D	0.27%	0.07%	0.07%
T	A	0.5%	0.9%	0.5%
TDG	D	0.21%	0.07%	0.07%
TGT	F	0.37%	0.15%	0.15%
TJX	A	0.63%	0.19%	0.19%
TMO	F	0.33%	0.32%	0.32%
TMUS	B	0.7%	0.44%	0.44%
TROW	B	0.13%	0.07%	0.07%
TSCO	D	0.19%	0.04%	0.04%
TXN	C	0.92%	0.38%	0.38%
TYL	B	0.21%	0.06%	0.06%
UBER	F	0.34%	0.09%	0.09%
UNH	B	0.57%	0.92%	0.57%
USB	A	0.28%	0.24%	0.24%
UTHR	C	0.3%	0.03%	0.03%
VEEV	C	0.1%	0.02%	0.02%
VICI	C	0.15%	0.09%	0.09%
VRSN	C	0.07%	0.04%	0.04%
VRTX	D	0.68%	0.18%	0.18%
VTR	B	0.08%	0.02%	0.02%
VZ	C	0.34%	0.85%	0.34%
WAT	C	0.2%	0.02%	0.02%
WEC	A	0.04%	0.05%	0.04%
WELL	A	0.3%	0.05%	0.05%
WFC	A	0.39%	1.1%	0.39%
WMT	A	0.82%	1.12%	0.82%
WSM	C	0.12%	0.04%	0.04%
YUM	D	0.28%	0.05%	0.05%
ZBH	C	0.11%	0.05%	0.05%
ZS	B	0.05%	0.04%	0.04%
ZTS	D	0.41%	0.08%	0.08%

HLGE Overweight 146 Positions Relative to EPS

Symbol	Grade	Weight
CARG	B	1.18%
DELL	B	0.94%
CARS	C	0.94%
CVLT	B	0.89%
YELP	C	0.86%
NXPI	D	0.83%
STX	C	0.79%
JWN	D	0.76%
DDS	B	0.75%
WDC	D	0.74%
DLB	B	0.66%
PRGS	A	0.66%
MTCH	D	0.6%
CRUS	D	0.57%
TRIP	F	0.57%
AXNX	A	0.57%
PI	D	0.56%
OLED	F	0.53%
M	F	0.53%
CORT	B	0.49%
AMED	F	0.43%
SNAP	D	0.42%
OLLI	D	0.41%
VRNS	D	0.39%
QLYS	B	0.38%
MU	D	0.38%
IAC	F	0.36%
CALM	A	0.36%
CW	C	0.34%
MTSI	B	0.34%
XRX	F	0.33%
DIOD	D	0.32%
EDR	A	0.31%
GRMN	B	0.28%
MCRI	A	0.28%
MDT	D	0.28%
SMTC	B	0.26%
KTB	B	0.26%
RCL	A	0.25%
EXEL	B	0.25%
OGN	F	0.25%
TENB	C	0.24%
JHG	B	0.24%
MSGS	A	0.24%
CB	C	0.24%
COLL	F	0.24%
WMK	C	0.23%
ZUO	B	0.23%
POWI	F	0.22%
NYT	D	0.22%
PFE	F	0.21%
ITCI	C	0.21%
LRN	A	0.21%
PRG	C	0.21%
EHC	B	0.21%
BJ	A	0.2%
LAMR	C	0.2%
HRB	D	0.2%
ACIW	B	0.2%
CRDO	B	0.19%
BOX	B	0.18%
ZETA	D	0.18%
PSMT	D	0.17%
FSLR	F	0.16%
LOPE	C	0.16%
ADUS	D	0.16%
APPN	B	0.16%
CRVL	B	0.16%
UPBD	B	0.16%
AMD	F	0.16%
QRVO	F	0.16%
CHE	D	0.16%
IMKTA	C	0.16%
KSS	F	0.15%
SFM	A	0.15%
MMSI	A	0.15%
TDC	D	0.15%
ORI	A	0.14%
NHI	D	0.14%
PDCO	F	0.14%
FLO	D	0.14%
WGO	C	0.14%
ALKT	B	0.14%
SF	B	0.13%
SHOO	F	0.13%
AGYS	A	0.13%
TFC	A	0.13%
BKE	B	0.12%
SHO	D	0.12%
JXN	C	0.12%
LZB	B	0.11%
AVT	C	0.11%
MOG.A	B	0.11%
JEF	A	0.11%
PJT	A	0.1%
HIMS	B	0.1%
KLG	B	0.09%
ETSY	D	0.09%
COKE	C	0.09%
UNM	A	0.09%
THO	B	0.08%
VTRS	A	0.08%
DFIN	D	0.08%
GOLF	B	0.08%
PINC	B	0.07%
FTDR	B	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%
CPRX	C	0.06%
NWL	C	0.06%
VSTO	A	0.06%
EVR	B	0.06%
OFG	B	0.06%
FHI	B	0.05%
LMAT	A	0.05%
LNTH	D	0.05%
WBA	F	0.05%
EPC	F	0.05%
NRG	B	0.04%
VCTR	B	0.04%
PBH	A	0.04%
MRVL	B	0.04%
APO	B	0.04%
WOR	F	0.04%
STE	D	0.04%
HLI	A	0.04%
LTC	B	0.03%
PFBC	B	0.03%
CTRE	C	0.03%
SNEX	B	0.03%
CNK	C	0.03%
BRBR	A	0.03%
BCO	F	0.03%
COLM	C	0.02%
TNL	A	0.02%
CASH	B	0.02%
WHR	B	0.02%
ALL	A	0.02%
ANIP	F	0.01%
UE	B	0.01%
AMG	B	0.01%
PIPR	A	0.01%

HLGE Underweight 303 Positions Relative to EPS

Symbol	Grade	Weight
XOM	B	-2.18%
CVX	A	-1.12%
V	A	-0.86%
CSCO	B	-0.81%
TSLA	B	-0.75%
CAT	B	-0.58%
MA	B	-0.53%
PM	B	-0.49%
IBM	C	-0.46%
MO	A	-0.43%
COP	C	-0.42%
DE	B	-0.42%
CRM	B	-0.41%
MPC	D	-0.36%
AMAT	F	-0.34%
LNG	A	-0.33%
SCHW	B	-0.31%
PYPL	B	-0.3%
PSX	C	-0.3%
VLO	C	-0.29%
EOG	A	-0.29%
FI	A	-0.28%
UPS	C	-0.27%
DAL	B	-0.24%
UNP	C	-0.24%
DFS	B	-0.22%
DHS	A	-0.2%
PCAR	B	-0.2%
UAL	A	-0.19%
VST	A	-0.19%
LRCX	F	-0.19%
ANET	C	-0.18%
PH	A	-0.18%
LEN	D	-0.18%
KLAC	F	-0.18%
FDX	B	-0.17%
URI	C	-0.17%
FIS	C	-0.17%
GE	D	-0.17%
MMC	B	-0.16%
PLTR	B	-0.16%
ADP	A	-0.16%
CMI	A	-0.16%
NUE	C	-0.16%
GLW	B	-0.15%
SCCO	F	-0.15%
SBUX	A	-0.15%
FANG	C	-0.15%
APH	A	-0.15%
MSI	B	-0.15%
OKE	A	-0.14%
OXY	D	-0.14%
CSX	C	-0.14%
SHW	B	-0.13%
STLD	B	-0.13%
TRV	B	-0.13%
HIG	B	-0.13%
EMR	B	-0.13%
WMB	A	-0.13%
KMI	A	-0.13%
NSC	B	-0.12%
NKE	F	-0.12%
D	C	-0.12%
CME	B	-0.12%
DVN	F	-0.12%
MAR	A	-0.12%
CTSH	B	-0.12%
ITW	B	-0.12%
ORLY	B	-0.11%
ADM	D	-0.11%
APD	A	-0.11%
CARR	C	-0.11%
CRBG	B	-0.11%
KHC	F	-0.11%
PLD	F	-0.11%
GPN	B	-0.1%
PCG	A	-0.1%
WM	B	-0.1%
CEG	C	-0.1%
AZO	C	-0.1%
GEV	B	-0.09%
CF	A	-0.09%
ZM	C	-0.09%
GWW	B	-0.09%
KEYS	A	-0.09%
WDAY	B	-0.08%
EXC	C	-0.08%
JBL	C	-0.08%
HAL	C	-0.08%
CTAS	B	-0.08%
RSG	A	-0.08%
BLDR	D	-0.08%
ALB	B	-0.08%
CTRA	B	-0.08%
PSA	C	-0.08%
KDP	F	-0.08%
MRO	B	-0.07%
AJG	A	-0.07%
K	A	-0.07%
TDY	B	-0.07%
STZ	D	-0.07%
IT	C	-0.07%
GEHC	D	-0.07%
FFIV	B	-0.07%
TEAM	A	-0.06%
IQV	F	-0.06%
HES	B	-0.06%
PWR	A	-0.06%
TWLO	A	-0.06%
BKR	A	-0.06%
PAYX	B	-0.06%
EQIX	A	-0.06%
OTIS	C	-0.06%
OMC	C	-0.06%
CPRT	B	-0.06%
DOV	A	-0.06%
NDAQ	A	-0.06%
AME	A	-0.06%
DD	C	-0.06%
PFG	D	-0.06%
CPAY	A	-0.06%
IR	B	-0.06%
EXPE	B	-0.06%
AMT	C	-0.06%
CMG	B	-0.06%
ECL	D	-0.06%
CDW	F	-0.06%
XEL	A	-0.06%
WAB	B	-0.06%
LH	B	-0.05%
WLK	D	-0.05%
OVV	B	-0.05%
SSNC	B	-0.05%
DINO	D	-0.05%
AKAM	D	-0.05%
LDOS	C	-0.05%
KEY	B	-0.05%
ODFL	C	-0.05%
PPG	F	-0.05%
EPAM	B	-0.05%
FNF	B	-0.05%
L	A	-0.05%
DLR	B	-0.05%
HUBS	A	-0.05%
TER	F	-0.05%
RS	B	-0.05%
DOW	F	-0.05%
MNST	C	-0.05%
HWM	A	-0.05%
DDOG	A	-0.05%
FAST	B	-0.05%
NTNX	B	-0.05%
NTRS	A	-0.05%
BIIB	F	-0.05%
ES	C	-0.05%
LPLA	A	-0.05%
OC	A	-0.05%
CNP	A	-0.04%
MOS	F	-0.04%
DRI	B	-0.04%
OKTA	C	-0.04%
GPC	D	-0.04%
VRSK	A	-0.04%
DT	D	-0.04%
AXON	A	-0.04%
PKG	A	-0.04%
BRO	B	-0.04%
CSL	C	-0.04%
SNA	A	-0.04%
IP	A	-0.04%
VMC	B	-0.04%
CCI	C	-0.04%
MSCI	C	-0.04%
NET	B	-0.04%
TTD	B	-0.04%
FTV	C	-0.04%
TRGP	A	-0.04%
CNA	C	-0.04%
VRT	B	-0.04%
ROK	C	-0.04%
CAG	F	-0.04%
WRB	A	-0.04%
RGA	A	-0.04%
EW	C	-0.04%
MLM	C	-0.04%
LKQ	F	-0.03%
HRL	D	-0.03%
EVRG	A	-0.03%
NI	A	-0.03%
MOH	F	-0.03%
LNT	A	-0.03%
CPB	D	-0.03%
EMN	C	-0.03%
AWK	C	-0.03%
IPG	D	-0.03%
ULTA	F	-0.03%
APA	D	-0.03%
J	D	-0.03%
SJM	D	-0.03%
CPNG	D	-0.03%
EFX	F	-0.03%
EXPD	C	-0.03%
SNOW	B	-0.03%
HUBB	B	-0.03%
EXR	C	-0.03%
EQT	B	-0.03%
LVS	B	-0.03%
DECK	A	-0.03%
CMS	C	-0.03%
ENPH	F	-0.03%
MAS	D	-0.03%
CBOE	C	-0.03%
TXT	D	-0.03%
BEN	C	-0.03%
BSY	F	-0.03%
ATO	A	-0.03%
TAP	C	-0.03%
BR	A	-0.03%
PAG	B	-0.03%
SBAC	D	-0.02%
CHRW	B	-0.02%
EME	A	-0.02%
WTRG	B	-0.02%
INVH	D	-0.02%
ESS	B	-0.02%
MAA	B	-0.02%
CE	F	-0.02%
WPC	C	-0.02%
PFGC	B	-0.02%
NDSN	B	-0.02%
DPZ	C	-0.02%
TSN	B	-0.02%
GLPI	C	-0.02%
ALNY	D	-0.02%
FDS	B	-0.02%
ALGN	D	-0.02%
IEX	C	-0.02%
AVTR	F	-0.02%
GGG	B	-0.02%
DXCM	C	-0.02%
POOL	C	-0.02%
USFD	A	-0.02%
ROL	B	-0.02%
NWSA	A	-0.02%
CLX	A	-0.02%
ACM	B	-0.02%
LBRDK	C	-0.02%
WST	C	-0.02%
GL	C	-0.02%
AVY	F	-0.02%
CSGP	D	-0.02%
LUV	C	-0.02%
SIRI	C	-0.02%
WY	F	-0.02%
MDB	B	-0.02%
TTWO	A	-0.02%
MKC	C	-0.02%
HST	C	-0.02%
XYL	D	-0.02%
BALL	F	-0.02%
RPM	A	-0.02%
WSO	A	-0.02%
BAH	F	-0.02%
SW	A	-0.02%
U	C	-0.02%
JBHT	C	-0.02%
SOLV	D	-0.02%
COTY	F	-0.01%
FND	D	-0.01%
EXAS	D	-0.01%
REXR	F	-0.01%
BMRN	F	-0.01%
SWK	D	-0.01%
NBIX	C	-0.01%
MGM	D	-0.01%
TECH	F	-0.01%
WMS	F	-0.01%
AMH	C	-0.01%
SUI	C	-0.01%
CPT	B	-0.01%
DAY	B	-0.01%
KIM	A	-0.01%
ARE	F	-0.01%
XPO	B	-0.01%
TW	A	-0.01%
TFX	F	-0.01%
UDR	B	-0.01%
BLD	D	-0.01%
CRL	D	-0.01%
JKHY	D	-0.01%
LII	A	-0.01%
ELS	C	-0.01%
PODD	C	-0.01%
PAYC	B	-0.01%
BURL	B	-0.01%
CCK	D	-0.01%
LW	C	-0.01%
ERIE	D	-0.01%
REG	A	-0.01%
LECO	C	-0.0%
FIVE	F	-0.0%
CELH	F	-0.0%
SAIA	B	-0.0%