HLGE vs. GLOF ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to iShares Global Equity Factor ETF (GLOF)

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

$31.64

Average Daily Volume

795

Number of Holdings ^*

339

* may have additional holdings in another (foreign) market

GLOF

iShares Global Equity Factor ETF

GLOF Description

The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The underlying index is designed to contain equity securities from the MSCI ACWI Index (the parent index) that have high exposure to four investment style factors: value, quality, momentum and low size, while maintaining a level of risk similar to that of the parent index.

Grade (RS Rating)

Last Trade

$44.80

Average Daily Volume

3,952

Number of Holdings ^*

187

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	GLOF
30 Days	1.89%	2.70%
60 Days	3.27%	5.75%
90 Days	3.96%	5.69%
12 Months	31.02%	33.46%

97 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in GLOF	Overlap
A	C	0.38%	0.1%	0.1%
AAPL	C	0.8%	4.27%	0.8%
ABBV	B	0.4%	0.72%	0.4%
ABNB	D	0.06%	0.24%	0.06%
ABT	C	0.35%	0.24%	0.24%
ADBE	F	0.14%	0.2%	0.14%
AFL	A	0.16%	0.17%	0.16%
AMGN	D	0.36%	0.24%	0.24%
AMP	B	0.12%	0.42%	0.12%
AMZN	C	0.95%	2.07%	0.95%
AVGO	C	0.53%	1.26%	0.53%
AXP	B	0.25%	0.2%	0.2%
BAC	D	0.34%	0.18%	0.18%
BBY	A	0.11%	0.45%	0.11%
BK	B	0.49%	0.1%	0.1%
BKNG	B	0.61%	0.65%	0.61%
BLK	B	0.16%	0.11%	0.11%
BMY	C	0.31%	0.31%	0.31%
BRK.A	C	0.44%	0.18%	0.18%
CDNS	D	0.26%	0.47%	0.26%
CHTR	D	0.07%	0.04%	0.04%
COF	B	0.15%	0.28%	0.15%
COST	C	0.52%	0.5%	0.5%
CRWD	D	0.28%	0.23%	0.23%
CVS	D	0.01%	0.11%	0.01%
DELL	C	0.83%	0.3%	0.3%
DHR	B	0.18%	0.02%	0.02%
DOCU	C	0.05%	0.28%	0.05%
DTE	A	0.09%	0.09%	0.09%
EA	D	0.43%	0.04%	0.04%
EBAY	B	1.07%	0.33%	0.33%
ELV	D	0.74%	0.4%	0.4%
FICO	B	0.68%	0.52%	0.52%
FOXA	B	0.11%	0.09%	0.09%
FTNT	B	0.6%	0.55%	0.55%
GILD	B	0.5%	0.26%	0.26%
GM	C	0.62%	0.07%	0.07%
GS	B	0.45%	0.11%	0.11%
HD	B	0.65%	0.69%	0.65%
HOLX	D	0.12%	0.26%	0.12%
HPE	C	0.74%	0.28%	0.28%
HPQ	C	0.78%	0.27%	0.27%
HSY	D	0.2%	0.15%	0.15%
HUM	F	0.29%	0.16%	0.16%
IDXX	D	0.11%	0.08%	0.08%
INTU	D	0.32%	0.5%	0.32%
JNJ	C	0.82%	0.64%	0.64%
JPM	D	0.32%	0.82%	0.32%
KO	B	0.48%	0.23%	0.23%
KR	B	0.53%	0.4%	0.4%
LLY	D	0.63%	0.88%	0.63%
LOW	B	0.71%	0.67%	0.67%
MCD	B	0.03%	0.55%	0.03%
MCK	F	0.6%	0.48%	0.48%
MCO	C	0.42%	0.03%	0.03%
MDLZ	C	0.05%	0.06%	0.05%
MDT	B	0.3%	0.01%	0.01%
META	B	1.01%	1.36%	1.01%
MRK	F	0.56%	0.5%	0.5%
MSFT	C	0.86%	4.18%	0.86%
MTCH	C	0.7%	0.04%	0.04%
MTD	C	0.62%	0.46%	0.46%
NOW	C	0.77%	0.29%	0.29%
NTAP	D	0.82%	0.12%	0.12%
NVDA	C	0.96%	3.7%	0.96%
NVR	B	0.32%	0.21%	0.21%
ORCL	B	0.97%	0.35%	0.35%
PANW	D	0.48%	0.3%	0.3%
PEP	D	0.37%	0.66%	0.37%
PFE	D	0.25%	0.24%	0.24%
PG	C	0.35%	0.73%	0.35%
PHM	B	0.26%	0.25%	0.25%
QCOM	D	0.93%	0.36%	0.36%
QRVO	F	0.26%	0.05%	0.05%
SNPS	F	0.21%	0.21%	0.21%
SPG	B	0.17%	0.08%	0.08%
SPGI	C	0.15%	0.21%	0.15%
STT	B	0.29%	0.17%	0.17%
STX	B	0.85%	0.02%	0.02%
SYF	C	0.19%	0.44%	0.19%
T	B	0.52%	0.33%	0.33%
TGT	C	0.38%	0.31%	0.31%
TJX	C	0.65%	0.06%	0.06%
TMO	B	0.4%	0.4%	0.4%
TSCO	B	0.2%	0.04%	0.04%
TXN	B	0.91%	0.36%	0.36%
UBER	C	0.35%	0.1%	0.1%
UNH	C	0.59%	0.73%	0.59%
VEEV	C	0.1%	0.01%	0.01%
VICI	C	0.17%	0.02%	0.02%
VRSN	C	0.07%	0.02%	0.02%
VRTX	D	0.71%	0.15%	0.15%
VZ	A	0.39%	0.11%	0.11%
WFC	D	0.3%	0.13%	0.13%
WMT	B	0.81%	0.61%	0.61%
YUM	B	0.28%	0.22%	0.22%
ZS	F	0.04%	0.11%	0.04%

HLGE Overweight 242 Positions Relative to GLOF

Symbol	Grade	Weight
CARG	C	0.99%
GOOGL	D	0.95%
CARS	F	0.92%
NXPI	D	0.88%
PSTG	F	0.81%
CVLT	B	0.81%
YELP	D	0.81%
CL	C	0.8%
MPWR	B	0.77%
JWN	C	0.77%
WDC	C	0.77%
CRUS	D	0.73%
MCHP	D	0.72%
DLB	D	0.67%
OLED	D	0.66%
ADI	C	0.65%
REGN	D	0.65%
TMUS	B	0.62%
DDS	D	0.62%
LMT	A	0.59%
PRGS	A	0.59%
PI	B	0.58%
AXNX	B	0.57%
TRIP	F	0.55%
M	F	0.53%
SMCI	F	0.51%
BSX	B	0.51%
NFLX	B	0.51%
PINS	D	0.5%
AMED	D	0.48%
CMCSA	C	0.48%
ZTS	B	0.47%
HCA	B	0.47%
OLLI	C	0.46%
IAC	C	0.42%
ACI	F	0.42%
XRX	D	0.42%
SWKS	F	0.42%
SYK	C	0.41%
CI	C	0.41%
VRNS	B	0.41%
SNAP	D	0.39%
C	C	0.38%
IRM	C	0.38%
GD	C	0.38%
DIOD	F	0.37%
PNC	C	0.37%
OGN	D	0.36%
MTB	C	0.36%
ON	D	0.36%
CORT	B	0.35%
DUK	B	0.34%
MS	B	0.34%
SO	B	0.34%
MU	D	0.34%
FITB	B	0.34%
QLYS	D	0.33%
ISRG	C	0.33%
RTX	B	0.33%
KMB	C	0.33%
COLL	C	0.31%
EDR	A	0.31%
WELL	C	0.3%
CW	B	0.3%
ZETA	C	0.29%
TEL	D	0.28%
SYY	C	0.28%
MTSI	C	0.28%
CALM	B	0.28%
CNC	D	0.27%
HEI	C	0.27%
UTHR	B	0.27%
ADSK	B	0.26%
MCRI	B	0.26%
USB	C	0.26%
RF	B	0.26%
PRU	C	0.26%
CB	B	0.25%
ETR	A	0.25%
PEG	B	0.25%
PTC	C	0.24%
TDG	B	0.24%
RMD	C	0.24%
HBAN	B	0.24%
SMTC	C	0.23%
NYT	B	0.23%
KTB	B	0.23%
MSGS	B	0.23%
GRMN	D	0.23%
TENB	F	0.23%
PRG	C	0.22%
WMK	D	0.22%
GDDY	C	0.22%
HRB	C	0.22%
INCY	C	0.21%
POWI	F	0.21%
LAMR	B	0.21%
TYL	C	0.21%
ZUO	F	0.21%
PPL	A	0.21%
HON	C	0.21%
CINF	C	0.2%
JHG	B	0.2%
INTC	D	0.2%
EXEL	C	0.2%
PGR	C	0.2%
EHC	B	0.2%
RCL	B	0.19%
ACIW	B	0.19%
ITCI	D	0.19%
NOC	B	0.19%
BJ	D	0.19%
HLT	B	0.19%
AVB	C	0.19%
FSLR	C	0.19%
ADUS	C	0.18%
BOX	C	0.18%
WAT	B	0.18%
LRN	B	0.18%
PSMT	B	0.18%
AMD	C	0.18%
ROST	C	0.18%
KVUE	B	0.18%
IMKTA	D	0.17%
CHE	C	0.17%
KSS	D	0.16%
TDC	D	0.16%
MMSI	C	0.16%
PDCO	F	0.16%
DGX	B	0.16%
FCNCA	D	0.16%
FE	B	0.16%
APPN	C	0.15%
ANSS	D	0.15%
AEP	C	0.15%
CRVL	B	0.15%
FLO	C	0.15%
NHI	C	0.15%
WGO	D	0.14%
SHOO	B	0.14%
EQR	C	0.14%
LOPE	D	0.14%
BDX	D	0.14%
SHO	C	0.13%
CRDO	D	0.13%
CHD	C	0.13%
WSM	C	0.13%
ORI	B	0.13%
SFM	B	0.12%
TROW	C	0.12%
ALKT	D	0.12%
SQSP	B	0.12%
DHI	C	0.12%
TFC	D	0.12%
EIX	B	0.11%
LHX	C	0.11%
AVT	B	0.11%
ED	B	0.11%
LZB	C	0.11%
EQH	C	0.11%
AGYS	D	0.11%
BKE	B	0.11%
ICE	C	0.11%
ZBH	F	0.11%
GIS	B	0.1%
DFIN	D	0.1%
COKE	C	0.1%
SF	B	0.1%
JXN	B	0.1%
MOG.A	B	0.1%
RJF	C	0.1%
ROP	C	0.09%
VTR	C	0.09%
O	B	0.09%
KLG	D	0.09%
JEF	C	0.09%
ETSY	D	0.09%
UNM	B	0.08%
SRE	B	0.08%
THO	C	0.08%
APP	C	0.08%
BPOP	C	0.08%
VTRS	D	0.08%
MET	B	0.08%
HIMS	D	0.08%
PJT	B	0.08%
F	F	0.08%
GOLF	F	0.08%
ACGL	B	0.07%
OFG	C	0.07%
LNTH	D	0.07%
CPRX	C	0.06%
WBA	F	0.06%
VSTO	C	0.06%
DOCS	B	0.06%
EPC	F	0.06%
AIG	D	0.06%
AEE	B	0.06%
FTDR	B	0.06%
PINC	D	0.06%
CAH	C	0.06%
LMAT	B	0.05%
PRDO	D	0.05%
WOR	F	0.05%
STE	B	0.05%
SGH	D	0.05%
NWL	C	0.05%
AXS	B	0.05%
EVR	B	0.05%
PBH	C	0.04%
CBRE	B	0.04%
WEC	B	0.04%
HLI	C	0.04%
MKL	C	0.04%
BCO	B	0.04%
CASY	D	0.04%
FHI	B	0.04%
CNK	C	0.03%
LYV	A	0.03%
LTC	C	0.03%
CTRE	C	0.03%
MORN	C	0.03%
CFG	D	0.03%
APO	B	0.03%
MANH	B	0.03%
MRVL	D	0.03%
VCTR	B	0.03%
NRG	B	0.03%
DIS	D	0.03%
TNL	C	0.02%
CASH	D	0.02%
COLM	C	0.02%
WHR	C	0.02%
MMM	B	0.02%
ALL	C	0.02%
PFBC	D	0.02%
SNEX	C	0.02%
BRBR	B	0.02%
ANIP	F	0.01%
UE	C	0.01%
AMG	C	0.01%
PIPR	B	0.01%

HLGE Underweight 90 Positions Relative to GLOF

Symbol	Grade	Weight
GOOG	D	-2.38%
V	C	-0.67%
BLDR	C	-0.52%
MA	B	-0.49%
MSI	B	-0.46%
CTAS	C	-0.45%
LII	C	-0.42%
TT	B	-0.41%
AZO	B	-0.41%
AMAT	D	-0.38%
KLAC	D	-0.37%
TEAM	D	-0.37%
XOM	D	-0.36%
FERG	D	-0.36%
IT	C	-0.33%
MELI	C	-0.32%
ORLY	B	-0.31%
MSCI	C	-0.3%
VST	B	-0.3%
TSLA	C	-0.28%
ACN	C	-0.28%
STLD	C	-0.26%
PM	C	-0.25%
ANET	C	-0.24%
MOH	D	-0.24%
LRCX	D	-0.23%
ALLY	F	-0.23%
PSA	C	-0.22%
GWW	B	-0.22%
CSCO	B	-0.22%
LYB	D	-0.21%
NUE	D	-0.21%
MPC	F	-0.21%
FNF	B	-0.2%
DVA	B	-0.2%
MAS	B	-0.19%
SBUX	C	-0.19%
LIN	B	-0.19%
VLTO	B	-0.18%
ETN	C	-0.16%
DFS	C	-0.15%
GEHC	B	-0.15%
TRV	C	-0.15%
EMR	D	-0.15%
MRO	D	-0.14%
VLO	F	-0.13%
COP	F	-0.13%
CDW	D	-0.13%
HUBS	D	-0.13%
SIRI	C	-0.12%
PFG	B	-0.11%
URI	B	-0.11%
UNP	D	-0.11%
DOW	C	-0.1%
EG	B	-0.1%
IBM	B	-0.09%
NKE	D	-0.09%
DE	A	-0.08%
CF	B	-0.07%
NWS	D	-0.07%
ULTA	D	-0.07%
CVX	F	-0.06%
LINE	F	-0.06%
CRH	B	-0.06%
LULU	D	-0.06%
NDAQ	C	-0.06%
FWONA	C	-0.05%
CAT	B	-0.05%
PH	B	-0.05%
PAYX	C	-0.05%
CPNG	B	-0.05%
MRNA	F	-0.05%
FRT	C	-0.04%
DOX	C	-0.04%
BIIB	F	-0.03%
NI	B	-0.03%
REG	C	-0.03%
WIT	C	-0.02%
SPOT	C	-0.02%
OMC	B	-0.02%
CSX	C	-0.02%
GL	D	-0.02%
WY	C	-0.02%
MOS	F	-0.02%
OKTA	F	-0.01%
PCAR	D	-0.01%
PLD	C	-0.01%
CEG	C	-0.01%
SAR	C	-0.0%
EGP	C	-0.0%