HLGE vs. FDLO ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to Fidelity Low Volatility Factor ETF (FDLO)

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

$31.18

Average Daily Volume

425

Number of Holdings ^*

340

* may have additional holdings in another (foreign) market

FDLO

Fidelity Low Volatility Factor ETF

FDLO Description

The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity U.S. Low Volatility Factor Index. Normally investing at least 80% of assets in securities included in the Fidelity U.S. Low Volatility Factor Index, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies with lower volatility than the broader market.

Grade (RS Rating)

Last Trade

$61.02

Average Daily Volume

90,831

Number of Holdings ^*

125

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	FDLO
30 Days	-0.72%	2.09%
60 Days	5.16%	8.58%
90 Days	2.10%	6.14%
12 Months	31.02%	27.76%

57 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in FDLO	Overlap
AAPL	C	0.83%	7.37%	0.83%
ABBV	C	0.4%	1.16%	0.4%
ABT	C	0.33%	0.88%	0.33%
AEE	A	0.06%	0.25%	0.06%
AEP	C	0.15%	0.3%	0.15%
AMGN	D	0.34%	0.81%	0.34%
AMZN	C	0.95%	3.64%	0.95%
BDX	C	0.15%	0.64%	0.15%
BRK.A	B	0.44%	2.07%	0.44%
CB	A	0.25%	0.73%	0.25%
CL	D	0.77%	0.39%	0.39%
CMCSA	B	0.51%	0.92%	0.51%
DUK	C	0.33%	0.37%	0.33%
EA	D	0.42%	0.64%	0.42%
ED	C	0.11%	0.27%	0.11%
EQR	C	0.13%	0.19%	0.13%
GD	C	0.38%	0.51%	0.38%
GIS	C	0.1%	0.33%	0.1%
GOOGL	B	1.0%	3.93%	1.0%
GRMN	D	0.23%	0.43%	0.23%
HD	A	0.69%	1.17%	0.69%
HON	C	0.21%	0.64%	0.21%
HSY	D	0.19%	0.27%	0.19%
JNJ	D	0.78%	1.24%	0.78%
JPM	C	0.31%	1.62%	0.31%
KMB	D	0.33%	0.32%	0.32%
KO	C	0.48%	0.76%	0.48%
LHX	A	0.11%	0.47%	0.11%
LLY	D	0.6%	1.85%	0.6%
LMT	A	0.62%	0.63%	0.62%
LOW	C	0.75%	0.7%	0.7%
MCD	A	0.03%	0.84%	0.03%
MDLZ	D	0.04%	0.43%	0.04%
MRK	F	0.54%	1.04%	0.54%
MSFT	D	0.83%	7.16%	0.83%
NOC	B	0.19%	0.54%	0.19%
O	C	0.09%	0.25%	0.09%
ORCL	A	0.94%	1.85%	0.94%
PEP	F	0.35%	0.66%	0.35%
PG	D	0.34%	1.01%	0.34%
PGR	B	0.2%	0.83%	0.2%
REGN	D	0.59%	0.68%	0.59%
ROP	D	0.08%	1.23%	0.08%
SO	A	0.34%	0.38%	0.34%
T	B	0.51%	0.96%	0.51%
TJX	D	0.63%	0.64%	0.63%
TMO	D	0.39%	0.94%	0.39%
TMUS	A	0.62%	0.85%	0.62%
TSCO	A	0.2%	0.47%	0.2%
TXN	C	0.92%	1.55%	0.92%
TYL	D	0.21%	1.16%	0.21%
UNH	B	0.58%	1.52%	0.58%
VRSN	C	0.07%	1.14%	0.07%
VRTX	D	0.68%	0.68%	0.68%
VZ	C	0.39%	1.01%	0.39%
WEC	B	0.04%	0.26%	0.04%
WMT	A	0.81%	0.9%	0.81%

HLGE Overweight 283 Positions Relative to FDLO

Symbol	Grade	Weight
EBAY	A	1.08%
META	A	1.08%
CARG	C	1.0%
NVDA	B	0.96%
QCOM	D	0.92%
STX	C	0.9%
NXPI	F	0.88%
CARS	F	0.86%
HPE	B	0.85%
YELP	D	0.83%
NTAP	D	0.83%
DELL	C	0.81%
WDC	C	0.8%
HPQ	B	0.8%
CVLT	B	0.8%
PSTG	F	0.79%
MPWR	B	0.77%
NOW	B	0.75%
MTCH	B	0.74%
JWN	D	0.73%
MCHP	F	0.72%
DLB	D	0.7%
CRUS	D	0.69%
ELV	F	0.68%
FICO	C	0.68%
PRGS	A	0.67%
DDS	D	0.67%
PI	A	0.66%
OLED	B	0.66%
ADI	B	0.65%
MTD	C	0.65%
BKNG	B	0.63%
GM	D	0.59%
FTNT	A	0.59%
TRIP	D	0.57%
AXNX	A	0.57%
MCK	F	0.57%
PINS	D	0.56%
M	D	0.54%
KR	C	0.53%
AVGO	B	0.53%
NFLX	A	0.52%
BSX	A	0.51%
COST	C	0.5%
GILD	A	0.5%
BK	A	0.49%
HCA	C	0.47%
AMED	D	0.47%
ZTS	C	0.46%
PANW	B	0.45%
GS	B	0.45%
OLLI	C	0.44%
CORT	B	0.43%
SNAP	D	0.42%
VRNS	B	0.42%
ACI	F	0.41%
SWKS	F	0.41%
C	B	0.4%
A	B	0.4%
XRX	D	0.4%
MCO	D	0.4%
IAC	C	0.4%
CI	D	0.39%
SYK	C	0.39%
MU	D	0.39%
DIOD	F	0.38%
IRM	B	0.38%
GEN	A	0.38%
ON	F	0.37%
TGT	C	0.37%
UBER	C	0.36%
MTB	A	0.36%
PNC	C	0.36%
RTX	A	0.35%
MS	A	0.35%
NVR	C	0.34%
FITB	C	0.34%
QLYS	F	0.33%
COLL	A	0.33%
BAC	B	0.33%
OGN	F	0.32%
EDR	A	0.32%
ISRG	C	0.32%
BMY	A	0.32%
CW	A	0.32%
WFC	B	0.31%
CALM	A	0.31%
ZETA	B	0.31%
STT	A	0.3%
WELL	C	0.3%
MTSI	B	0.3%
MDT	C	0.3%
YUM	C	0.29%
INTU	F	0.29%
UTHR	C	0.28%
SYY	D	0.28%
CRWD	D	0.28%
HEI	C	0.27%
PHM	C	0.27%
PEG	A	0.27%
USB	C	0.26%
HUM	F	0.26%
CNC	F	0.26%
ETR	A	0.26%
RF	B	0.26%
PRU	B	0.26%
MCRI	B	0.26%
CDNS	D	0.25%
QRVO	F	0.25%
ADSK	B	0.25%
AXP	A	0.25%
TENB	D	0.24%
PTC	B	0.24%
SMTC	C	0.24%
KTB	C	0.24%
TDG	A	0.24%
GDDY	B	0.23%
COR	F	0.23%
NYT	C	0.23%
HBAN	B	0.23%
PFE	D	0.23%
MSGS	A	0.23%
PPL	C	0.22%
INTC	D	0.22%
HRB	C	0.22%
POWI	F	0.22%
RMD	C	0.22%
EHC	C	0.21%
LAMR	C	0.21%
SNPS	F	0.21%
INCY	B	0.21%
WMK	D	0.21%
PRG	C	0.21%
WAT	B	0.2%
SYF	A	0.2%
BJ	B	0.2%
CINF	A	0.2%
FSLR	C	0.2%
ZUO	F	0.2%
HLT	A	0.2%
JHG	A	0.2%
RCL	B	0.19%
ACIW	A	0.19%
EXEL	B	0.19%
AMD	C	0.19%
DHR	D	0.18%
ROST	D	0.18%
CHE	D	0.18%
KVUE	C	0.18%
ITCI	D	0.18%
LRN	D	0.18%
AVB	C	0.18%
PSMT	A	0.18%
BLK	A	0.17%
BOX	C	0.17%
KSS	D	0.17%
ADUS	D	0.17%
SPG	A	0.17%
DGX	D	0.16%
VICI	C	0.16%
TDC	D	0.16%
AFL	A	0.16%
IMKTA	F	0.16%
FE	C	0.16%
ANSS	D	0.15%
SHOO	A	0.15%
SPGI	C	0.15%
FLO	D	0.15%
NHI	C	0.15%
MMSI	C	0.15%
PDCO	F	0.15%
CRVL	C	0.15%
UPBD	F	0.15%
FCNCA	D	0.15%
COF	A	0.15%
WSM	C	0.14%
WGO	D	0.14%
CRDO	B	0.14%
LOPE	D	0.14%
APPN	C	0.14%
SHO	B	0.13%
AMP	A	0.13%
CHD	D	0.13%
ORI	A	0.13%
ADBE	F	0.13%
AGYS	D	0.12%
HOLX	D	0.12%
SFM	A	0.12%
TROW	D	0.12%
SQSP	A	0.12%
DHI	C	0.12%
TFC	D	0.12%
ALKT	D	0.12%
JXN	A	0.11%
LZB	D	0.11%
EIX	C	0.11%
BKE	B	0.11%
EQH	B	0.11%
AVT	B	0.11%
ICE	A	0.11%
ZBH	F	0.11%
FOXA	B	0.11%
BBY	C	0.11%
JEF	A	0.1%
COKE	C	0.1%
IDXX	D	0.1%
RJF	B	0.1%
MOG.A	C	0.1%
SF	A	0.1%
APP	A	0.09%
VTR	C	0.09%
KLG	F	0.09%
DTE	B	0.09%
ETSY	F	0.09%
VEEV	C	0.09%
DFIN	B	0.09%
HIMS	C	0.09%
SRE	C	0.08%
BPOP	D	0.08%
VTRS	D	0.08%
UNM	A	0.08%
GOLF	F	0.08%
F	D	0.08%
THO	C	0.08%
MET	A	0.08%
PJT	A	0.08%
CHTR	D	0.07%
LNTH	C	0.07%
EVR	C	0.06%
DOCU	A	0.06%
EPC	F	0.06%
PINC	F	0.06%
AIG	C	0.06%
FTDR	B	0.06%
ABNB	D	0.06%
CAH	B	0.06%
DOCS	A	0.06%
OFG	D	0.06%
ACGL	A	0.06%
WOR	F	0.05%
LMAT	A	0.05%
PRDO	D	0.05%
STE	D	0.05%
NWL	D	0.05%
WBA	F	0.05%
AXS	A	0.05%
SGH	D	0.05%
VSTO	B	0.05%
CPRX	C	0.05%
DIS	D	0.04%
CBRE	C	0.04%
NRG	A	0.04%
HLI	A	0.04%
ZS	F	0.04%
MKL	B	0.04%
CASY	D	0.04%
BCO	C	0.04%
FHI	A	0.04%
CNK	D	0.03%
LTC	D	0.03%
BRBR	A	0.03%
LYV	A	0.03%
CTRE	C	0.03%
CFG	C	0.03%
MORN	B	0.03%
MRVL	C	0.03%
MANH	A	0.03%
APO	A	0.03%
VCTR	A	0.03%
PBH	D	0.03%
TNL	B	0.02%
CASH	C	0.02%
COLM	B	0.02%
MMM	C	0.02%
WHR	C	0.02%
ALL	A	0.02%
PFBC	D	0.02%
SNEX	B	0.02%
UE	C	0.01%
ANIP	F	0.01%
AMG	B	0.01%
PIPR	A	0.01%
CVS	D	0.01%

HLGE Underweight 68 Positions Relative to FDLO

Symbol	Grade	Weight
IBM	A	-1.66%
CSCO	A	-1.63%
ACN	B	-1.58%
MSI	A	-1.37%
V	B	-1.31%
MA	A	-1.27%
AKAM	D	-1.19%
DOX	B	-1.14%
XOM	A	-1.14%
SBUX	B	-0.69%
MMC	D	-0.68%
CME	A	-0.67%
NKE	D	-0.66%
UNP	F	-0.66%
ETN	B	-0.66%
TRV	B	-0.63%
CVX	B	-0.62%
ADP	A	-0.6%
ERIE	A	-0.6%
PM	D	-0.59%
AJG	C	-0.58%
LIN	C	-0.57%
CBOE	B	-0.56%
AIZ	B	-0.56%
FDS	C	-0.56%
ITW	C	-0.54%
WM	B	-0.52%
JKHY	A	-0.52%
WRB	C	-0.52%
ORLY	A	-0.5%
OTIS	A	-0.49%
AZO	D	-0.48%
PAYX	B	-0.47%
FAST	C	-0.47%
BAH	C	-0.46%
RSG	D	-0.45%
J	F	-0.44%
FCN	C	-0.4%
HII	F	-0.39%
COP	D	-0.38%
AMT	D	-0.34%
SHW	C	-0.31%
EQIX	C	-0.3%
EOG	B	-0.29%
XEL	C	-0.28%
WMB	A	-0.27%
APD	C	-0.26%
PSA	C	-0.26%
ECL	C	-0.25%
LNG	A	-0.24%
DLR	C	-0.24%
KMI	A	-0.24%
CMS	A	-0.24%
CCI	D	-0.23%
CTVA	A	-0.22%
CSGP	F	-0.19%
MAA	D	-0.18%
DTM	A	-0.18%
VMC	D	-0.18%
MLM	F	-0.18%
CTRA	D	-0.18%
AMCR	C	-0.17%
PKG	B	-0.17%
ATR	A	-0.16%
ELS	D	-0.16%
AMH	D	-0.16%
AVY	D	-0.16%
ADC	C	-0.15%