HLGE vs. ESGG ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to FlexShares STOXX Global ESG Impact Index Fund (ESGG)

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

$30.49

Average Daily Volume

645

Number of Holdings ^*

332

* may have additional holdings in another (foreign) market

ESGG

FlexShares STOXX Global ESG Impact Index Fund

ESGG Description

Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX Global ESG Impact Index.

Grade (RS Rating)

Last Trade

$163.79

Average Daily Volume

3,299

Number of Holdings ^*

179

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	ESGG
30 Days	1.28%	1.03%
60 Days	7.85%	5.24%
90 Days	2.37%	1.80%
12 Months	23.96%	20.25%

91 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in ESGG	Overlap
AAPL	B	0.95%	6.22%	0.95%
ABBV	B	0.66%	0.22%	0.22%
ABT	C	0.48%	0.47%	0.47%
ADBE	C	0.26%	0.61%	0.26%
ADSK	B	0.26%	0.18%	0.18%
AFL	A	0.34%	0.08%	0.08%
AKAM	F	0.39%	0.03%	0.03%
AMD	B	0.23%	0.67%	0.23%
AMZN	A	0.87%	5.06%	0.87%
AVGO	B	1.08%	2.22%	1.08%
BBY	B	0.05%	0.05%	0.05%
BKNG	A	0.52%	0.24%	0.24%
BLK	B	0.09%	0.38%	0.09%
BMY	D	0.48%	0.21%	0.21%
BRK.A	C	0.45%	1.84%	0.45%
C	D	0.69%	0.48%	0.48%
CAH	B	0.47%	0.06%	0.06%
CL	A	0.66%	0.14%	0.14%
CMG	B	0.45%	0.16%	0.16%
CRM	D	0.22%	0.39%	0.22%
CRWD	B	0.78%	0.31%	0.31%
CVS	C	0.36%	0.13%	0.13%
DECK	B	0.16%	0.07%	0.07%
DIS	C	0.28%	0.49%	0.28%
DLTR	F	0.02%	0.03%	0.02%
DPZ	B	0.25%	0.04%	0.04%
EBAY	A	1.03%	0.05%	0.05%
ELV	B	0.74%	0.44%	0.44%
EW	B	0.17%	0.14%	0.14%
EXPE	B	0.11%	0.02%	0.02%
GEHC	C	0.12%	0.18%	0.12%
GILD	C	0.4%	0.13%	0.13%
GIS	C	0.03%	0.07%	0.03%
GM	B	0.32%	0.2%	0.2%
GS	B	0.34%	0.38%	0.34%
HD	B	0.72%	0.6%	0.6%
HLT	A	0.29%	0.15%	0.15%
HOLX	C	0.04%	0.04%	0.04%
HPE	B	1.12%	0.1%	0.1%
HPQ	B	1.0%	0.14%	0.14%
HST	C	0.06%	0.01%	0.01%
HSY	F	0.18%	0.04%	0.04%
INTC	F	0.28%	0.44%	0.28%
INTU	C	0.41%	0.44%	0.41%
IQV	D	0.09%	0.1%	0.09%
IRM	A	0.14%	0.09%	0.09%
JPM	B	0.68%	2.44%	0.68%
KO	A	0.11%	0.84%	0.11%
KR	D	0.38%	0.08%	0.08%
LLY	B	0.5%	1.29%	0.5%
LOW	C	0.53%	0.34%	0.34%
LULU	F	0.08%	0.13%	0.08%
MAR	B	0.26%	0.15%	0.15%
MDLZ	D	0.15%	0.15%	0.15%
MDT	C	0.42%	0.28%	0.28%
META	B	0.94%	3.84%	0.94%
MRK	A	0.95%	1.12%	0.95%
MSFT	A	0.88%	5.32%	0.88%
MU	B	0.56%	0.72%	0.56%
NTAP	B	0.98%	0.07%	0.07%
NXPI	B	0.74%	0.24%	0.24%
ORCL	B	0.43%	0.6%	0.43%
PANW	B	0.56%	0.26%	0.26%
PFE	C	0.16%	0.25%	0.16%
PFG	C	0.05%	0.03%	0.03%
PG	A	0.36%	0.69%	0.36%
QCOM	B	1.32%	0.44%	0.44%
ROST	A	0.34%	0.14%	0.14%
SMCI	B	0.7%	0.19%	0.19%
SNAP	C	0.59%	0.06%	0.06%
SNPS	B	0.29%	0.25%	0.25%
SYK	B	0.46%	0.33%	0.33%
TEL	A	0.29%	0.11%	0.11%
TGT	C	0.2%	0.17%	0.17%
TJX	A	0.48%	0.42%	0.42%
TRV	C	0.13%	0.08%	0.08%
TSCO	B	0.21%	0.08%	0.08%
TXN	B	1.0%	0.47%	0.47%
UBER	C	0.35%	0.38%	0.35%
UNH	D	0.62%	0.77%	0.62%
USB	C	0.01%	0.15%	0.01%
VICI	D	0.02%	0.09%	0.02%
VRTX	B	0.51%	0.32%	0.32%
WBA	D	0.07%	0.02%	0.02%
WDC	B	0.54%	0.1%	0.1%
WELL	B	0.19%	0.16%	0.16%
WMT	A	0.79%	1.03%	0.79%
WSM	C	0.22%	0.1%	0.1%
XRX	F	0.56%	0.04%	0.04%
YUM	D	0.29%	0.11%	0.11%
ZTS	C	0.49%	0.21%	0.21%

HLGE Overweight 241 Positions Relative to ESGG

Symbol	Grade	Weight
NVDA	B	1.34%
GOOGL	A	1.15%
PINS	B	0.97%
CVLT	A	0.97%
CARG	B	0.97%
DELL	B	0.96%
COST	B	0.93%
YELP	F	0.87%
PSTG	B	0.83%
DDS	D	0.82%
ADI	B	0.78%
NOW	C	0.76%
JNJ	C	0.75%
MCK	A	0.72%
STX	B	0.7%
MCHP	C	0.69%
REGN	A	0.67%
AMGN	B	0.67%
MPWR	B	0.61%
M	D	0.61%
QLYS	D	0.57%
JWN	B	0.55%
FICO	A	0.52%
HCA	A	0.52%
EA	B	0.52%
BSX	A	0.51%
PRGS	F	0.51%
SWKS	B	0.5%
ZS	C	0.49%
CDNS	B	0.48%
CMCSA	D	0.48%
VRNS	C	0.47%
WFC	C	0.47%
DLB	D	0.45%
NFLX	A	0.45%
BK	B	0.44%
CHE	D	0.44%
RL	B	0.44%
CRUS	B	0.44%
CDW	C	0.43%
MTD	B	0.43%
MOH	F	0.43%
TMUS	B	0.43%
AMED	F	0.42%
LYV	C	0.42%
GRMN	B	0.41%
DBX	D	0.41%
OLLI	B	0.4%
BAC	B	0.38%
CNC	D	0.37%
PTC	C	0.36%
KMB	A	0.36%
CARS	C	0.36%
SSTK	F	0.35%
HRB	A	0.35%
NSIT	B	0.34%
GD	A	0.34%
TDG	B	0.33%
SKX	B	0.33%
COLL	D	0.33%
VST	C	0.33%
VZ	B	0.33%
COKE	B	0.33%
VRSN	C	0.32%
SYY	C	0.32%
TRIP	F	0.31%
CW	B	0.31%
MCRI	C	0.3%
COF	D	0.3%
PHM	D	0.29%
TDC	D	0.29%
BRBR	D	0.28%
HWM	B	0.28%
ACI	F	0.27%
EHC	B	0.27%
OLED	A	0.26%
VTRS	D	0.26%
EVR	B	0.26%
DGX	B	0.26%
IDCC	A	0.25%
STE	C	0.25%
A	C	0.25%
ROP	A	0.24%
DHR	B	0.24%
CBOE	C	0.24%
CALM	D	0.24%
RMBS	F	0.24%
WST	D	0.24%
PNC	C	0.23%
AIG	C	0.23%
PEP	C	0.23%
BPOP	C	0.23%
WAT	D	0.23%
UHS	A	0.22%
AXP	C	0.22%
ZIP	F	0.22%
FTNT	F	0.21%
TMO	D	0.21%
NVR	C	0.21%
MRVL	B	0.21%
MTB	C	0.21%
RJF	C	0.2%
NWSA	B	0.2%
JBSS	D	0.2%
PRU	B	0.2%
HSIC	D	0.2%
ZBH	F	0.2%
SFM	B	0.19%
STT	D	0.19%
AMP	A	0.19%
HON	A	0.19%
ITCI	B	0.19%
CB	B	0.18%
DUK	C	0.18%
MCD	D	0.18%
HLI	D	0.18%
MANH	B	0.17%
THO	F	0.17%
PDCO	D	0.17%
CRDO	B	0.17%
AVT	B	0.17%
CHD	A	0.17%
SHOO	B	0.16%
ETR	D	0.16%
MCO	A	0.16%
MTCH	F	0.16%
LMT	A	0.16%
WGO	F	0.16%
SO	B	0.15%
CRVL	C	0.15%
TXRH	A	0.15%
MOG.A	C	0.15%
GOLF	B	0.14%
HII	D	0.14%
HBAN	C	0.14%
ISRG	A	0.14%
WWD	B	0.14%
VEEV	D	0.14%
OFG	C	0.14%
LEN	D	0.14%
F	D	0.14%
DHI	C	0.14%
SPG	B	0.13%
NYT	B	0.13%
BWXT	C	0.12%
PVH	C	0.12%
DRI	C	0.12%
LEVI	B	0.12%
PPL	C	0.11%
MTSI	B	0.11%
SF	B	0.11%
LZB	B	0.11%
BIIB	C	0.11%
DFIN	D	0.11%
PJT	B	0.11%
GTLB	F	0.11%
IMKTA	F	0.11%
DIOD	B	0.1%
TTWO	B	0.1%
PSMT	D	0.1%
PRDO	D	0.1%
XEL	D	0.1%
IDXX	D	0.1%
WING	B	0.1%
JXN	B	0.09%
IAC	F	0.09%
GHC	D	0.09%
CTRE	B	0.09%
NTNX	D	0.09%
SIRI	D	0.09%
FITB	C	0.09%
ENSG	B	0.09%
BJ	B	0.09%
IBOC	C	0.09%
MSGS	C	0.09%
FOXA	A	0.09%
PFBC	C	0.09%
WDFC	D	0.08%
NOC	D	0.08%
CEG	B	0.08%
JJSF	B	0.08%
PRG	C	0.08%
COLM	B	0.07%
BHE	B	0.07%
GDDY	B	0.07%
FBP	C	0.07%
PBH	C	0.07%
ULTA	F	0.07%
BDX	C	0.07%
JEF	B	0.07%
FLO	D	0.06%
PLAY	F	0.06%
CASY	B	0.06%
SYF	B	0.06%
QRVO	B	0.06%
WOR	F	0.06%
EXEL	C	0.06%
NRG	B	0.06%
WDAY	D	0.06%
EIX	D	0.05%
AGO	C	0.05%
VOYA	B	0.05%
PATH	F	0.05%
ZD	C	0.05%
LTC	B	0.05%
PEBO	D	0.05%
CRI	D	0.05%
TFC	C	0.05%
NWL	F	0.05%
LRN	B	0.05%
MET	C	0.05%
ANF	B	0.05%
ON	D	0.05%
RHP	D	0.04%
TGNA	D	0.04%
WTFC	C	0.04%
KSS	D	0.04%
GE	B	0.04%
NHC	A	0.04%
HEI	B	0.04%
SRCE	C	0.04%
BRKR	D	0.04%
SNX	B	0.04%
KHC	D	0.03%
TXT	C	0.03%
FCNCA	D	0.03%
SEIC	C	0.03%
NHI	B	0.03%
LHX	A	0.03%
PATK	C	0.03%
SHO	D	0.03%
T	A	0.03%
PINC	F	0.03%
USFD	B	0.02%
SIG	D	0.02%
TOWN	D	0.02%
L	C	0.02%
FROG	D	0.02%
MTN	D	0.01%
GEV	B	0.01%
BUSE	C	0.01%

HLGE Underweight 88 Positions Relative to ESGG

Symbol	Grade	Weight
XOM	D	-2.11%
CVX	C	-1.36%
ACN	C	-0.99%
V	C	-0.74%
SONY	D	-0.66%
IBM	C	-0.54%
AMAT	B	-0.53%
TM	F	-0.5%
NVS	A	-0.5%
LRCX	B	-0.49%
UL	A	-0.39%
MUFG	D	-0.38%
UNP	D	-0.34%
ICE	A	-0.33%
CI	C	-0.26%
AMT	B	-0.23%
SPGI	B	-0.23%
CTAS	A	-0.22%
SLB	D	-0.21%
KLAC	B	-0.19%
NKE	C	-0.19%
APO	A	-0.19%
DEO	F	-0.19%
TD	F	-0.17%
ADP	B	-0.17%
CNI	D	-0.16%
HMC	D	-0.15%
LYG	B	-0.15%
TT	B	-0.14%
BCS	C	-0.12%
E	D	-0.12%
CBRE	B	-0.12%
STLA	F	-0.11%
IT	C	-0.1%
HUBS	D	-0.1%
VRSK	A	-0.1%
PEG	B	-0.1%
OMC	C	-0.09%
FDX	C	-0.09%
MRNA	C	-0.09%
AWK	B	-0.08%
CTSH	C	-0.08%
OTIS	C	-0.08%
WY	D	-0.08%
CCI	D	-0.07%
AEP	C	-0.07%
NEM	B	-0.07%
CMI	C	-0.07%
NU	A	-0.07%
CCEP	A	-0.06%
EL	F	-0.06%
KDP	A	-0.05%
ESS	B	-0.05%
FTV	D	-0.05%
AMCR	B	-0.05%
BAX	D	-0.04%
LVS	C	-0.04%
NDAQ	C	-0.04%
ARE	C	-0.04%
LII	A	-0.04%
GLW	A	-0.04%
JBL	F	-0.04%
CLX	D	-0.04%
WTW	B	-0.04%
BALL	D	-0.04%
ILMN	F	-0.03%
DOX	D	-0.03%
VTR	A	-0.03%
PNR	C	-0.03%
APTV	D	-0.03%
OKTA	F	-0.03%
IPG	F	-0.03%
FDS	C	-0.03%
SUI	D	-0.03%
EQR	A	-0.03%
MGM	C	-0.03%
AGCO	F	-0.02%
QGEN	D	-0.02%
MRO	B	-0.02%
LOGI	B	-0.02%
AES	C	-0.02%
SWK	D	-0.02%
K	D	-0.02%
TIGO	B	-0.01%
CPT	A	-0.01%
AEI	B	-0.01%
LNT	C	-0.01%
XPO	D	-0.01%