HLGE vs. HDUS ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to Hartford Disciplined US Equity ETF (HDUS)

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

$31.61

Average Daily Volume

504

Number of Holdings ^*

338

* may have additional holdings in another (foreign) market

HDUS

Hartford Disciplined US Equity ETF

HDUS Description

Hartford Disciplined US Equity ETF is an exchange traded fund launched and managed by Lattice Strategies LLC. It is co-managed by Mellon Investments Corporation. It invests in public equity markets of the United States. The fund invests in the stocks of companies operating across diversified sectors. The fund invests in value and momentum stocks of large-cap companies. The fund seeks to track the performance of the Hartford Disciplined US Equity Index, by using full replication technique. Hartford Disciplined US Equity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$56.23

Average Daily Volume

3,226

Number of Holdings ^*

262

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	HDUS
30 Days	1.39%	1.24%
60 Days	5.37%	7.49%
90 Days	9.56%	11.52%
12 Months	30.68%	33.16%

129 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in HDUS	Overlap
AAPL	C	0.84%	5.27%	0.84%
ABBV	B	0.38%	1.17%	0.38%
ABNB	C	0.06%	0.22%	0.06%
ABT	B	0.34%	0.54%	0.34%
ACI	F	0.4%	0.16%	0.16%
ADBE	D	0.13%	0.13%	0.13%
AFL	D	0.15%	0.3%	0.15%
AMD	F	0.19%	0.08%	0.08%
AMGN	D	0.33%	0.23%	0.23%
AMZN	A	0.95%	3.19%	0.95%
APP	B	0.11%	0.11%	0.11%
AVB	B	0.19%	0.14%	0.14%
AVGO	B	0.55%	1.43%	0.55%
AXP	B	0.25%	0.19%	0.19%
AXS	B	0.05%	0.4%	0.05%
BAC	B	0.35%	0.07%	0.07%
BBY	D	0.1%	0.06%	0.06%
BJ	B	0.2%	0.17%	0.17%
BK	A	0.51%	0.62%	0.51%
BKNG	A	0.66%	0.44%	0.44%
BMY	A	0.31%	0.67%	0.31%
BRK.A	D	0.43%	0.47%	0.43%
BSX	B	0.51%	0.32%	0.32%
C	B	0.41%	0.09%	0.09%
CB	D	0.25%	0.47%	0.25%
CDNS	B	0.24%	0.14%	0.14%
CINF	B	0.2%	0.01%	0.01%
CL	D	0.72%	0.73%	0.72%
COKE	D	0.1%	0.12%	0.1%
COST	C	0.5%	0.62%	0.5%
CRUS	F	0.7%	0.02%	0.02%
CRWD	C	0.31%	0.18%	0.18%
DELL	B	0.87%	0.02%	0.02%
DGX	B	0.16%	0.28%	0.16%
DHR	D	0.16%	0.1%	0.1%
DTE	D	0.09%	0.07%	0.07%
DUK	D	0.33%	0.13%	0.13%
EA	A	0.42%	0.44%	0.42%
EBAY	D	1.04%	0.28%	0.28%
EIX	D	0.1%	0.15%	0.1%
EQR	D	0.13%	0.08%	0.08%
EVR	B	0.06%	0.03%	0.03%
FICO	B	0.71%	0.3%	0.3%
FLO	D	0.14%	0.05%	0.05%
FOXA	B	0.12%	0.24%	0.12%
GD	D	0.37%	0.16%	0.16%
GDDY	B	0.24%	0.43%	0.24%
GILD	A	0.53%	0.49%	0.49%
GM	A	0.68%	0.02%	0.02%
GOOGL	B	0.99%	3.72%	0.99%
GS	B	0.47%	0.1%	0.1%
HCA	D	0.41%	0.11%	0.11%
HD	B	0.67%	0.48%	0.48%
HPQ	B	0.84%	0.13%	0.13%
HRB	D	0.21%	0.41%	0.21%
HSY	F	0.18%	0.24%	0.18%
INTU	D	0.29%	0.23%	0.23%
IRM	B	0.41%	0.49%	0.41%
ISRG	A	0.34%	0.02%	0.02%
JHG	A	0.21%	0.64%	0.21%
JNJ	D	0.78%	1.65%	0.78%
JPM	B	0.33%	0.87%	0.33%
KMB	D	0.31%	0.26%	0.26%
KO	D	0.44%	0.51%	0.44%
KVUE	A	0.18%	0.59%	0.18%
LAMR	B	0.21%	0.84%	0.21%
LLY	F	0.6%	1.11%	0.6%
LMT	D	0.57%	0.37%	0.37%
LOW	B	0.73%	0.21%	0.21%
MANH	D	0.03%	0.24%	0.03%
MCD	D	0.03%	0.31%	0.03%
MCK	D	0.58%	0.32%	0.32%
MCO	D	0.39%	0.43%	0.39%
MDT	B	0.3%	0.23%	0.23%
META	B	1.07%	1.92%	1.07%
MMM	D	0.02%	0.17%	0.02%
MORN	B	0.03%	0.03%	0.03%
MPWR	F	0.77%	0.18%	0.18%
MRK	F	0.49%	0.3%	0.3%
MS	B	0.39%	0.38%	0.38%
MSFT	D	0.85%	5.41%	0.85%
NFLX	A	0.56%	0.5%	0.5%
NOW	A	0.82%	0.17%	0.17%
NRG	B	0.04%	0.1%	0.04%
NTAP	D	0.82%	0.64%	0.64%
NVDA	B	1.15%	5.76%	1.15%
NXPI	D	0.91%	0.39%	0.39%
NYT	C	0.23%	0.24%	0.23%
OGN	F	0.29%	0.02%	0.02%
ORCL	B	0.97%	0.66%	0.66%
ORI	C	0.13%	0.2%	0.13%
PANW	B	0.5%	0.15%	0.15%
PEG	C	0.26%	0.4%	0.26%
PEP	F	0.35%	1.27%	0.35%
PFE	D	0.23%	0.22%	0.22%
PGR	D	0.19%	0.32%	0.19%
PNC	B	0.37%	0.11%	0.11%
PRU	C	0.27%	0.23%	0.23%
QCOM	F	0.95%	0.53%	0.53%
REGN	F	0.52%	0.04%	0.04%
RMD	B	0.24%	0.29%	0.24%
RTX	C	0.35%	0.34%	0.34%
SNPS	C	0.22%	0.04%	0.04%
SO	C	0.34%	0.22%	0.22%
SPG	A	0.17%	0.33%	0.17%
SPGI	D	0.14%	0.28%	0.14%
STT	A	0.31%	0.15%	0.15%
SWKS	F	0.42%	0.07%	0.07%
SYK	A	0.38%	0.08%	0.08%
T	B	0.5%	0.53%	0.5%
TFC	C	0.12%	0.05%	0.05%
TGT	D	0.37%	0.04%	0.04%
TJX	D	0.61%	0.07%	0.07%
TMO	D	0.35%	0.18%	0.18%
TMUS	B	0.67%	0.24%	0.24%
TROW	B	0.13%	0.51%	0.13%
TSCO	D	0.19%	0.18%	0.18%
TXN	B	0.94%	1.11%	0.94%
UBER	C	0.38%	0.33%	0.33%
UNH	D	0.55%	0.77%	0.55%
VRNS	D	0.43%	0.11%	0.11%
VRTX	A	0.69%	0.38%	0.38%
VZ	D	0.35%	1.32%	0.35%
WFC	B	0.36%	0.24%	0.24%
WMT	A	0.81%	0.67%	0.67%
WSM	D	0.12%	0.1%	0.1%
YUM	C	0.28%	0.55%	0.28%
ZS	C	0.04%	0.04%	0.04%
ZTS	F	0.43%	0.16%	0.16%

HLGE Overweight 209 Positions Relative to HDUS

Symbol	Grade	Weight
CARG	A	1.06%
PSTG	D	0.87%
STX	D	0.85%
HPE	B	0.83%
WDC	C	0.82%
CARS	D	0.81%
YELP	D	0.81%
JWN	B	0.76%
MTCH	C	0.73%
MCHP	F	0.71%
CVLT	C	0.71%
DDS	C	0.67%
DLB	C	0.67%
ADI	C	0.66%
OLED	F	0.65%
PRGS	B	0.65%
PI	D	0.62%
FTNT	C	0.62%
TRIP	C	0.61%
AXNX	A	0.58%
MTD	D	0.57%
ELV	F	0.56%
PINS	C	0.55%
M	C	0.54%
SMCI	F	0.53%
KR	A	0.53%
CMCSA	B	0.52%
AMED	C	0.47%
CORT	A	0.43%
SNAP	C	0.42%
MU	C	0.42%
OLLI	C	0.41%
XRX	F	0.4%
IAC	D	0.4%
MTB	B	0.4%
DIOD	F	0.39%
GEN	B	0.38%
CALM	B	0.36%
ON	D	0.36%
FITB	B	0.35%
CI	D	0.35%
A	C	0.35%
MTSI	B	0.34%
PG	D	0.33%
CW	B	0.33%
NVR	C	0.32%
EDR	B	0.32%
QLYS	D	0.31%
WELL	B	0.3%
USB	B	0.28%
ZETA	C	0.28%
COLL	F	0.28%
SYY	C	0.27%
MCRI	A	0.27%
ADSK	A	0.27%
RF	B	0.27%
UTHR	A	0.27%
HEI	D	0.26%
PTC	B	0.26%
ETR	B	0.26%
QRVO	F	0.25%
HBAN	B	0.25%
SMTC	B	0.25%
HUM	F	0.24%
TENB	F	0.24%
COR	B	0.24%
MSGS	B	0.24%
PHM	D	0.24%
KTB	B	0.23%
TDG	B	0.23%
ZUO	B	0.23%
TYL	B	0.22%
RCL	A	0.22%
GRMN	A	0.22%
SYF	A	0.22%
CNC	D	0.22%
POWI	C	0.22%
HLT	B	0.21%
PPL	B	0.21%
HON	B	0.21%
INTC	C	0.21%
LRN	A	0.2%
WMK	D	0.2%
INCY	A	0.2%
EHC	A	0.2%
EXEL	A	0.2%
PSMT	D	0.19%
ITCI	A	0.19%
PRG	D	0.19%
WAT	A	0.18%
CHE	F	0.18%
CRDO	B	0.18%
ACIW	C	0.18%
NOC	D	0.18%
BOX	C	0.17%
COF	A	0.17%
TDC	D	0.17%
ADUS	D	0.17%
ROST	D	0.17%
FE	D	0.16%
FCNCA	D	0.16%
FSLR	D	0.16%
MMSI	B	0.15%
ANSS	C	0.15%
PDCO	C	0.15%
ALKT	B	0.15%
VICI	D	0.15%
KSS	F	0.15%
AMP	A	0.14%
UPBD	D	0.14%
AEP	D	0.14%
APPN	B	0.14%
IMKTA	D	0.14%
BDX	D	0.14%
CRVL	C	0.14%
WGO	D	0.13%
SHO	B	0.13%
SFM	A	0.13%
LOPE	C	0.13%
SHOO	D	0.13%
NHI	D	0.13%
LHX	B	0.12%
AGYS	D	0.12%
EQH	B	0.12%
RJF	B	0.12%
HOLX	C	0.12%
JXN	B	0.12%
CHD	C	0.12%
HIMS	C	0.11%
BKE	A	0.11%
ED	D	0.11%
ZBH	D	0.11%
DHI	D	0.11%
AVT	B	0.11%
ICE	C	0.11%
SF	B	0.11%
MOG.A	C	0.1%
JEF	B	0.1%
LZB	D	0.1%
KLG	F	0.09%
O	D	0.09%
GIS	D	0.09%
PJT	B	0.09%
VTR	B	0.09%
DFIN	F	0.09%
VEEV	C	0.09%
IDXX	F	0.09%
VTRS	B	0.08%
GOLF	D	0.08%
THO	C	0.08%
UNM	A	0.08%
ROP	F	0.08%
MET	C	0.08%
ETSY	D	0.08%
F	F	0.08%
VRSN	F	0.07%
CHTR	B	0.07%
BPOP	D	0.07%
LNTH	B	0.07%
SRE	C	0.07%
WBA	C	0.06%
CPRX	A	0.06%
PINC	A	0.06%
OFG	D	0.06%
NWL	B	0.06%
ACGL	F	0.06%
DOCS	B	0.06%
CAH	C	0.06%
AEE	A	0.06%
VSTO	A	0.06%
AIG	B	0.06%
FTDR	A	0.06%
DOCU	A	0.06%
STE	D	0.05%
PRDO	B	0.05%
FHI	A	0.05%
EPC	D	0.05%
DIS	C	0.04%
PBH	A	0.04%
APO	A	0.04%
MRVL	A	0.04%
BCO	D	0.04%
VCTR	A	0.04%
WEC	B	0.04%
MKL	D	0.04%
CBRE	A	0.04%
HLI	B	0.04%
MDLZ	F	0.04%
WOR	F	0.04%
CASY	A	0.04%
LMAT	B	0.04%
CNK	B	0.03%
BRBR	A	0.03%
CTRE	B	0.03%
LYV	A	0.03%
CFG	B	0.03%
COLM	C	0.02%
TNL	A	0.02%
CASH	B	0.02%
WHR	B	0.02%
ALL	D	0.02%
PFBC	B	0.02%
LTC	B	0.02%
SNEX	A	0.02%
ANIP	F	0.01%
UE	A	0.01%
AMG	C	0.01%
PIPR	B	0.01%
CVS	F	0.01%

HLGE Underweight 133 Positions Relative to HDUS

Symbol	Grade	Weight
XOM	B	-1.07%
MO	A	-1.02%
TSLA	B	-0.99%
CVX	B	-0.88%
CMI	A	-0.83%
IBM	D	-0.81%
CBOE	B	-0.69%
KNF	B	-0.68%
CTAS	B	-0.62%
ALSN	A	-0.53%
EME	A	-0.53%
DBX	B	-0.53%
CTSH	D	-0.53%
GLPI	C	-0.52%
STWD	D	-0.5%
RHI	B	-0.47%
SHW	C	-0.47%
TXRH	B	-0.46%
RPM	B	-0.45%
APH	A	-0.44%
EOG	F	-0.42%
ACN	C	-0.42%
BAH	A	-0.41%
R	A	-0.4%
AMAT	F	-0.39%
AGNC	D	-0.38%
RDN	D	-0.38%
STAG	D	-0.36%
ADC	C	-0.35%
MUSA	D	-0.35%
RL	A	-0.34%
MLI	A	-0.33%
DCI	B	-0.33%
CRM	B	-0.32%
OHI	B	-0.32%
KMI	A	-0.31%
KLAC	F	-0.31%
WST	C	-0.31%
CSCO	A	-0.31%
CHRW	C	-0.3%
CRBG	B	-0.3%
BG	F	-0.29%
OMC	B	-0.29%
COP	D	-0.29%
TRV	B	-0.29%
INGR	A	-0.28%
FSS	D	-0.27%
NNN	D	-0.26%
NEE	D	-0.25%
VRSK	B	-0.25%
CHRD	F	-0.24%
FDX	D	-0.24%
CAT	B	-0.24%
ESS	D	-0.23%
FANG	F	-0.23%
ETN	B	-0.23%
VLO	F	-0.21%
ALV	D	-0.21%
GWRE	B	-0.21%
WMB	A	-0.2%
ALTR	B	-0.2%
PLTR	A	-0.19%
PKG	A	-0.19%
NWSA	B	-0.19%
MMC	D	-0.19%
NDAQ	A	-0.18%
MPC	F	-0.18%
LNG	A	-0.17%
FLEX	A	-0.16%
GE	D	-0.16%
MSI	B	-0.16%
LRCX	F	-0.16%
DY	D	-0.15%
DKS	F	-0.14%
CBT	B	-0.14%
HUBS	B	-0.14%
TT	B	-0.14%
CSWI	B	-0.14%
GEHC	D	-0.14%
DDOG	B	-0.13%
GLW	B	-0.13%
ECL	D	-0.12%
CROX	F	-0.12%
BR	B	-0.12%
GPC	F	-0.11%
TRGP	A	-0.11%
DRI	B	-0.11%
GNTX	C	-0.1%
OC	B	-0.1%
ESI	B	-0.09%
LII	A	-0.09%
TER	F	-0.09%
MTG	D	-0.09%
CMG	D	-0.09%
DASH	B	-0.08%
CPB	D	-0.08%
WTW	A	-0.08%
CUBE	D	-0.08%
NTNX	B	-0.07%
IT	B	-0.07%
OTIS	B	-0.06%
HLNE	B	-0.06%
SBUX	B	-0.06%
JNPR	A	-0.05%
MSCI	B	-0.05%
ESTC	C	-0.05%
PAYX	B	-0.05%
CHH	B	-0.05%
SNA	A	-0.05%
KKR	B	-0.05%
SMAR	A	-0.04%
COIN	C	-0.04%
FNF	D	-0.04%
AYI	A	-0.04%
INSP	D	-0.04%
ODFL	B	-0.04%
CACI	A	-0.04%
RBLX	B	-0.03%
DTM	A	-0.03%
CSL	D	-0.03%
JKHY	A	-0.03%
EGP	F	-0.02%
JBHT	B	-0.02%
RYN	B	-0.02%
TMDX	F	-0.02%
PYPL	B	-0.02%
NET	C	-0.02%
TPR	B	-0.02%
OGE	A	-0.02%
FR	D	-0.02%
IBKR	A	-0.02%
SNOW	C	-0.01%
LKQ	F	-0.01%