HLGE vs. ESGU ETF Comparison
Comparison of Hartford Longevity Economy ETF (HLGE) to iShares MSCI USA ESG Optimized ETF (ESGU)
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
ESGU
iShares MSCI USA ESG Optimized ETF
ESGU Description
The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.Grade (RS Rating)
Last Trade
$131.23
Average Daily Volume
490,830
Number of Holdings
*
284
* may have additional holdings in another (foreign) market
Performance
| Period | HLGE | ESGU |
|---|---|---|
| 30 Days | 3.61% | 3.53% |
| 60 Days | 3.94% | 4.75% |
| 90 Days | 5.95% | 6.66% |
| 12 Months | 29.57% | 32.83% |
128 Overlapping Holdings
| Symbol | Grade | Weight in HLGE | Weight in ESGU | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.35% | 0.11% | 0.11% | |
| AAPL | C | 0.82% | 6.22% | 0.82% | |
| ABBV | D | 0.33% | 0.41% | 0.33% | |
| ACGL | D | 0.06% | 0.12% | 0.06% | |
| ADBE | C | 0.14% | 0.56% | 0.14% | |
| ADI | D | 0.6% | 0.12% | 0.12% | |
| ADSK | A | 0.28% | 0.37% | 0.28% | |
| AFL | B | 0.15% | 0.12% | 0.12% | |
| AMD | F | 0.16% | 0.44% | 0.16% | |
| AMGN | D | 0.3% | 0.37% | 0.3% | |
| AMZN | C | 1.05% | 3.61% | 1.05% | |
| ANSS | B | 0.16% | 0.21% | 0.16% | |
| AVGO | D | 0.53% | 1.37% | 0.53% | |
| AXP | A | 0.27% | 0.44% | 0.27% | |
| BAC | A | 0.38% | 0.65% | 0.38% | |
| BBY | D | 0.1% | 0.16% | 0.1% | |
| BK | A | 0.52% | 0.42% | 0.42% | |
| BKNG | A | 0.74% | 0.34% | 0.34% | |
| BLK | C | 0.18% | 0.12% | 0.12% | |
| BMY | B | 0.35% | 0.17% | 0.17% | |
| BRK.A | B | 0.44% | 0.41% | 0.41% | |
| C | A | 0.44% | 0.34% | 0.34% | |
| CAH | B | 0.06% | 0.15% | 0.06% | |
| CBRE | B | 0.04% | 0.18% | 0.04% | |
| CDNS | B | 0.28% | 0.22% | 0.22% | |
| CHD | B | 0.13% | 0.21% | 0.13% | |
| CI | F | 0.35% | 0.28% | 0.28% | |
| CL | D | 0.67% | 0.09% | 0.09% | |
| CMCSA | B | 0.54% | 0.2% | 0.2% | |
| CNC | D | 0.2% | 0.07% | 0.07% | |
| COF | B | 0.19% | 0.12% | 0.12% | |
| COR | B | 0.24% | 0.22% | 0.22% | |
| COST | B | 0.51% | 0.79% | 0.51% | |
| DELL | C | 0.94% | 0.11% | 0.11% | |
| DGX | A | 0.16% | 0.14% | 0.14% | |
| DHI | D | 0.1% | 0.09% | 0.09% | |
| DHR | F | 0.15% | 0.31% | 0.15% | |
| DIS | B | 0.04% | 0.47% | 0.04% | |
| EA | A | 0.47% | 0.17% | 0.17% | |
| ED | D | 0.1% | 0.09% | 0.09% | |
| EIX | B | 0.1% | 0.11% | 0.1% | |
| ELV | F | 0.53% | 0.34% | 0.34% | |
| FICO | B | 0.81% | 0.12% | 0.12% | |
| FSLR | F | 0.16% | 0.08% | 0.08% | |
| GDDY | A | 0.27% | 0.11% | 0.11% | |
| GILD | C | 0.54% | 0.48% | 0.48% | |
| GIS | D | 0.08% | 0.35% | 0.08% | |
| GOOGL | C | 1.03% | 1.19% | 1.03% | |
| GS | A | 0.53% | 0.4% | 0.4% | |
| HBAN | A | 0.28% | 0.17% | 0.17% | |
| HCA | F | 0.39% | 0.13% | 0.13% | |
| HD | A | 0.67% | 1.02% | 0.67% | |
| HLT | A | 0.21% | 0.11% | 0.11% | |
| HOLX | D | 0.11% | 0.1% | 0.1% | |
| HON | B | 0.23% | 0.39% | 0.23% | |
| HPE | B | 0.89% | 0.17% | 0.17% | |
| HPQ | B | 0.82% | 0.1% | 0.1% | |
| IDXX | F | 0.08% | 0.23% | 0.08% | |
| INTC | D | 0.23% | 0.29% | 0.23% | |
| INTU | C | 0.33% | 0.61% | 0.33% | |
| IRM | D | 0.35% | 0.15% | 0.15% | |
| ISRG | A | 0.35% | 0.33% | 0.33% | |
| JNJ | D | 0.73% | 0.62% | 0.62% | |
| JPM | A | 0.36% | 1.34% | 0.36% | |
| KMB | D | 0.3% | 0.15% | 0.15% | |
| KO | D | 0.41% | 0.85% | 0.41% | |
| KR | B | 0.54% | 0.22% | 0.22% | |
| LLY | F | 0.52% | 1.21% | 0.52% | |
| LOW | D | 0.73% | 0.39% | 0.39% | |
| MCD | D | 0.03% | 0.31% | 0.03% | |
| MCK | B | 0.68% | 0.32% | 0.32% | |
| MCO | B | 0.4% | 0.3% | 0.3% | |
| MET | A | 0.08% | 0.31% | 0.08% | |
| META | D | 1.06% | 2.19% | 1.06% | |
| MMM | D | 0.02% | 0.32% | 0.02% | |
| MRK | F | 0.46% | 0.47% | 0.46% | |
| MRVL | B | 0.04% | 0.16% | 0.04% | |
| MS | A | 0.44% | 0.54% | 0.44% | |
| MSFT | F | 0.83% | 5.77% | 0.83% | |
| MTD | D | 0.53% | 0.08% | 0.08% | |
| MU | D | 0.38% | 0.18% | 0.18% | |
| NFLX | A | 0.6% | 0.6% | 0.6% | |
| NOC | D | 0.17% | 0.19% | 0.17% | |
| NOW | A | 0.88% | 0.66% | 0.66% | |
| NTAP | C | 0.79% | 0.08% | 0.08% | |
| NVDA | C | 1.17% | 6.91% | 1.17% | |
| NXPI | D | 0.83% | 0.26% | 0.26% | |
| ORCL | B | 1.03% | 0.59% | 0.59% | |
| PANW | C | 0.52% | 0.27% | 0.27% | |
| PEG | A | 0.25% | 0.48% | 0.25% | |
| PEP | F | 0.33% | 0.38% | 0.33% | |
| PFE | D | 0.21% | 0.24% | 0.21% | |
| PG | A | 0.32% | 0.69% | 0.32% | |
| PGR | A | 0.2% | 0.42% | 0.2% | |
| PHM | D | 0.23% | 0.1% | 0.1% | |
| PNC | B | 0.41% | 0.36% | 0.36% | |
| PRU | A | 0.27% | 0.54% | 0.27% | |
| PTC | A | 0.26% | 0.15% | 0.15% | |
| QCOM | F | 0.89% | 0.28% | 0.28% | |
| RCL | A | 0.25% | 0.14% | 0.14% | |
| REGN | F | 0.43% | 0.15% | 0.15% | |
| RTX | C | 0.32% | 0.42% | 0.32% | |
| SNPS | B | 0.24% | 0.21% | 0.21% | |
| SPGI | C | 0.14% | 0.47% | 0.14% | |
| STE | F | 0.04% | 0.15% | 0.04% | |
| STX | D | 0.79% | 0.09% | 0.09% | |
| SYF | B | 0.25% | 0.22% | 0.22% | |
| SYK | C | 0.4% | 0.11% | 0.11% | |
| SYY | B | 0.27% | 0.09% | 0.09% | |
| T | A | 0.5% | 0.16% | 0.16% | |
| TFC | A | 0.13% | 0.13% | 0.13% | |
| TGT | F | 0.37% | 0.23% | 0.23% | |
| TMO | F | 0.33% | 0.2% | 0.2% | |
| TSCO | D | 0.19% | 0.14% | 0.14% | |
| TXN | C | 0.92% | 0.7% | 0.7% | |
| UBER | D | 0.34% | 0.23% | 0.23% | |
| UNH | C | 0.57% | 0.95% | 0.57% | |
| USB | A | 0.28% | 0.17% | 0.17% | |
| VEEV | C | 0.1% | 0.11% | 0.1% | |
| VRTX | F | 0.68% | 0.32% | 0.32% | |
| VZ | C | 0.34% | 0.37% | 0.34% | |
| WAT | B | 0.2% | 0.17% | 0.17% | |
| WDC | D | 0.74% | 0.09% | 0.09% | |
| WELL | A | 0.3% | 0.24% | 0.24% | |
| WFC | A | 0.39% | 0.13% | 0.13% | |
| WSM | B | 0.12% | 0.13% | 0.12% | |
| ZBH | C | 0.11% | 0.1% | 0.1% | |
| ZTS | D | 0.41% | 0.34% | 0.34% |
HLGE Overweight 211 Positions Relative to ESGU
| Symbol | Grade | Weight | |
|---|---|---|---|
| CARG | C | 1.18% | |
| EBAY | D | 1.01% | |
| CARS | B | 0.94% | |
| CVLT | B | 0.89% | |
| YELP | C | 0.86% | |
| WMT | A | 0.82% | |
| PSTG | D | 0.79% | |
| JWN | C | 0.76% | |
| DDS | B | 0.75% | |
| GM | B | 0.74% | |
| FTNT | C | 0.72% | |
| TMUS | B | 0.7% | |
| DLB | B | 0.66% | |
| PRGS | A | 0.66% | |
| TJX | A | 0.63% | |
| MCHP | D | 0.6% | |
| MTCH | D | 0.6% | |
| CRUS | D | 0.57% | |
| TRIP | F | 0.57% | |
| AXNX | C | 0.57% | |
| PI | D | 0.56% | |
| LMT | D | 0.54% | |
| OLED | D | 0.53% | |
| M | D | 0.53% | |
| BSX | B | 0.52% | |
| CORT | B | 0.49% | |
| PINS | D | 0.49% | |
| MPWR | F | 0.48% | |
| AMED | F | 0.43% | |
| MTB | A | 0.43% | |
| SNAP | C | 0.42% | |
| ACI | C | 0.41% | |
| OLLI | D | 0.41% | |
| GEN | B | 0.41% | |
| VRNS | D | 0.39% | |
| QLYS | C | 0.38% | |
| FITB | A | 0.37% | |
| IAC | D | 0.36% | |
| CALM | A | 0.36% | |
| SWKS | F | 0.36% | |
| CRWD | B | 0.35% | |
| GD | F | 0.35% | |
| ON | D | 0.34% | |
| CW | B | 0.34% | |
| MTSI | B | 0.34% | |
| XRX | F | 0.33% | |
| ABT | B | 0.33% | |
| SO | D | 0.32% | |
| DIOD | D | 0.32% | |
| DUK | C | 0.31% | |
| STT | A | 0.31% | |
| EDR | A | 0.31% | |
| UTHR | C | 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% | |
| SMTC | B | 0.26% | |
| KTB | B | 0.26% | |
| EXEL | B | 0.25% | |
| OGN | D | 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% | |
| WMK | C | 0.23% | |
| ZUO | B | 0.23% | |
| RMD | C | 0.22% | |
| POWI | D | 0.22% | |
| NYT | C | 0.22% | |
| 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% | |
| ACIW | B | 0.2% | |
| 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% | |
| AVB | B | 0.18% | |
| ROST | C | 0.17% | |
| HSY | F | 0.17% | |
| PSMT | C | 0.17% | |
| 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% | |
| AMP | A | 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% | |
| BDX | F | 0.13% | |
| BKE | B | 0.12% | |
| SHO | C | 0.12% | |
| JXN | C | 0.12% | |
| EQH | B | 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% | |
| PJT | A | 0.1% | |
| HIMS | B | 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% | |
| VTRS | 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% | |
| 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% | |
| 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% | |
| PBH | A | 0.04% | |
| APO | B | 0.04% | |
| MKL | A | 0.04% | |
| WOR | F | 0.04% | |
| CASY | A | 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% | |
| MANH | D | 0.03% | |
| CFG | B | 0.03% | |
| BCO | D | 0.03% | |
| COLM | B | 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 156 Positions Relative to ESGU
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOG | C | -2.34% | |
| TSLA | B | -1.78% | |
| V | A | -1.05% | |
| MA | C | -0.95% | |
| CRM | B | -0.72% | |
| ADP | B | -0.69% | |
| CVX | A | -0.61% | |
| XOM | B | -0.58% | |
| IBM | C | -0.52% | |
| K | A | -0.48% | |
| TT | A | -0.47% | |
| CSCO | B | -0.47% | |
| AMAT | F | -0.46% | |
| CMI | A | -0.46% | |
| GE | D | -0.45% | |
| BR | A | -0.45% | |
| ACN | C | -0.43% | |
| NEE | D | -0.41% | |
| ECL | D | -0.4% | |
| OKE | A | -0.39% | |
| CRH | A | -0.39% | |
| NI | A | -0.38% | |
| GWW | B | -0.37% | |
| COP | C | -0.36% | |
| LIN | D | -0.34% | |
| EQIX | A | -0.33% | |
| HES | B | -0.32% | |
| CAT | B | -0.32% | |
| PNR | A | -0.32% | |
| KMI | A | -0.32% | |
| AMT | D | -0.31% | |
| CCI | D | -0.31% | |
| LRCX | F | -0.29% | |
| UNP | C | -0.29% | |
| TRGP | B | -0.28% | |
| CLX | B | -0.26% | |
| HIG | B | -0.26% | |
| EW | C | -0.25% | |
| FLUT | A | -0.25% | |
| EXPD | D | -0.25% | |
| SBUX | A | -0.24% | |
| DFS | B | -0.24% | |
| DAL | C | -0.23% | |
| LKQ | D | -0.23% | |
| DLR | B | -0.23% | |
| DE | A | -0.22% | |
| AXON | A | -0.22% | |
| XYL | D | -0.22% | |
| TRV | B | -0.21% | |
| PPG | F | -0.21% | |
| SCHW | B | -0.2% | |
| LNG | B | -0.2% | |
| FERG | B | -0.2% | |
| DECK | A | -0.2% | |
| KEYS | A | -0.2% | |
| ANET | C | -0.2% | |
| NDAQ | A | -0.2% | |
| CHRW | C | -0.2% | |
| VLTO | D | -0.19% | |
| TAP | C | -0.19% | |
| ETN | A | -0.19% | |
| JCI | C | -0.18% | |
| BG | F | -0.18% | |
| CMS | C | -0.18% | |
| GEV | B | -0.17% | |
| COO | D | -0.17% | |
| MELI | D | -0.17% | |
| MMC | B | -0.17% | |
| CARR | D | -0.17% | |
| WDAY | B | -0.17% | |
| FDS | B | -0.16% | |
| UPS | C | -0.16% | |
| IT | C | -0.16% | |
| EXC | C | -0.16% | |
| KHC | F | -0.16% | |
| TEAM | A | -0.15% | |
| NEM | D | -0.15% | |
| BKR | B | -0.15% | |
| TWLO | A | -0.15% | |
| D | C | -0.15% | |
| FTV | C | -0.14% | |
| OVV | B | -0.14% | |
| PYPL | B | -0.14% | |
| CMG | B | -0.13% | |
| FIS | C | -0.13% | |
| EME | C | -0.13% | |
| LII | A | -0.13% | |
| HUBS | A | -0.13% | |
| J | F | -0.13% | |
| SBAC | D | -0.13% | |
| PLD | D | -0.13% | |
| PSX | C | -0.13% | |
| URI | B | -0.13% | |
| LULU | C | -0.12% | |
| NUE | C | -0.12% | |
| NTRS | A | -0.12% | |
| AIZ | A | -0.12% | |
| TRMB | B | -0.12% | |
| CNH | C | -0.12% | |
| EQT | B | -0.12% | |
| IQV | D | -0.12% | |
| FI | A | -0.12% | |
| KKR | A | -0.12% | |
| WTW | B | -0.11% | |
| FDX | B | -0.11% | |
| PFG | D | -0.11% | |
| IR | B | -0.11% | |
| PAYX | C | -0.11% | |
| IEX | B | -0.11% | |
| HWM | A | -0.11% | |
| AJG | B | -0.11% | |
| CEG | D | -0.11% | |
| HUBB | B | -0.11% | |
| STLD | B | -0.11% | |
| OC | A | -0.11% | |
| PWR | A | -0.11% | |
| FOX | A | -0.11% | |
| IP | B | -0.11% | |
| MKC | D | -0.1% | |
| JNPR | F | -0.1% | |
| MRO | B | -0.1% | |
| POOL | C | -0.1% | |
| ES | D | -0.1% | |
| DXCM | D | -0.1% | |
| LH | C | -0.1% | |
| WST | C | -0.1% | |
| FBIN | D | -0.1% | |
| SLB | C | -0.1% | |
| LDOS | C | -0.1% | |
| ODFL | B | -0.1% | |
| WY | D | -0.1% | |
| JBHT | C | -0.1% | |
| DVA | B | -0.1% | |
| MDB | C | -0.1% | |
| KDP | D | -0.09% | |
| HRL | D | -0.09% | |
| ADM | D | -0.09% | |
| AKAM | D | -0.09% | |
| FANG | D | -0.09% | |
| SNOW | C | -0.09% | |
| BALL | D | -0.09% | |
| WTRG | B | -0.09% | |
| ULTA | F | -0.09% | |
| PARA | C | -0.09% | |
| VLO | C | -0.09% | |
| TFX | F | -0.08% | |
| AVTR | F | -0.08% | |
| ALNY | D | -0.08% | |
| MOH | F | -0.08% | |
| IPG | D | -0.08% | |
| IFF | D | -0.08% | |
| CPB | D | -0.08% | |
| HII | D | -0.07% | |
| BIIB | F | -0.07% | |
| DLTR | F | -0.06% | |
| MRNA | F | -0.04% |
HLGE: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Asset Management
Banks - Regional - US
Capital Markets
Internet Content & Information
Software - Infrastructure
Utilities - Regulated Electric
Biotechnology
Diagnostics & Research
Drug Manufacturers - Major
Aerospace & Defense
Household & Personal Products
Medical Instruments & Supplies
Specialty Retail
Grocery Stores
Health Care Plans
Insurance - Property & Casualty
Medical Devices
Data Storage
ESGU: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Drug Manufacturers - Major
Semiconductors
Diversified Industrials
Credit Services
Business Services
Capital Markets
Medical Instruments & Supplies
Oil & Gas E&P
Packaged Foods
Specialty Retail
Health Care Plans
Household & Personal Products
Integrated Shipping & Logistics
Specialty Chemicals
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Banks - Global
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