HLGE vs. HELO ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to JPMorgan Hedged Equity Laddered Overlay ETF (HELO)

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

HELO

JPMorgan Hedged Equity Laddered Overlay ETF

HELO Description

The fund seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure relative to traditional long-only equity strategies. Under normal circumstances, it invests at least 80% of its assets in equity securities. The fund uses an enhanced index strategy to invest in equity securities similar to those in the S&P 500 Index, which primarily consist of common stocks of large capitalization U.S. companies.

Grade (RS Rating)

Last Trade

$62.66

Average Daily Volume

282,728

Number of Holdings ^*

161

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	HELO
30 Days	3.61%	1.57%
60 Days	3.94%	3.39%
90 Days	5.95%	4.59%
12 Months	29.57%	20.91%

81 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in HELO	Overlap
AAPL	C	0.82%	6.83%	0.82%
ABBV	D	0.33%	1.14%	0.33%
ABT	B	0.33%	0.19%	0.19%
ADBE	C	0.14%	0.18%	0.14%
ADI	D	0.6%	0.72%	0.6%
AMD	F	0.16%	0.45%	0.16%
AMP	A	0.15%	0.2%	0.15%
AMZN	C	1.05%	4.5%	1.05%
AVGO	D	0.53%	1.02%	0.53%
AXP	A	0.27%	0.21%	0.21%
BAC	A	0.38%	1.26%	0.38%
BBY	D	0.1%	0.2%	0.1%
BKNG	A	0.74%	0.75%	0.74%
BMY	B	0.35%	0.68%	0.35%
BRK.A	B	0.44%	1.53%	0.44%
BSX	B	0.52%	0.52%	0.52%
C	A	0.44%	0.3%	0.3%
CDNS	B	0.28%	0.17%	0.17%
CHD	B	0.13%	0.3%	0.13%
CHTR	C	0.08%	0.25%	0.08%
CI	F	0.35%	0.34%	0.34%
CMCSA	B	0.54%	0.71%	0.54%
COST	B	0.51%	0.53%	0.51%
DHR	F	0.15%	0.44%	0.15%
DIS	B	0.04%	0.31%	0.04%
FICO	B	0.81%	0.12%	0.12%
FITB	A	0.37%	0.48%	0.37%
GOOGL	C	1.03%	2.09%	1.03%
GS	A	0.53%	0.75%	0.53%
HCA	F	0.39%	0.11%	0.11%
HLT	A	0.21%	0.36%	0.21%
HON	B	0.23%	0.98%	0.23%
HPE	B	0.89%	0.18%	0.18%
HUM	C	0.25%	0.16%	0.16%
INTU	C	0.33%	0.51%	0.33%
JNJ	D	0.73%	0.51%	0.51%
KO	D	0.41%	0.63%	0.41%
KVUE	A	0.18%	0.26%	0.18%
LLY	F	0.52%	1.07%	0.52%
LOW	D	0.73%	0.99%	0.73%
MCD	D	0.03%	0.81%	0.03%
MCK	B	0.68%	0.16%	0.16%
MDLZ	F	0.04%	0.72%	0.04%
MDT	D	0.28%	0.46%	0.28%
MET	A	0.08%	0.3%	0.08%
META	D	1.06%	2.9%	1.06%
MRK	F	0.46%	0.24%	0.24%
MRVL	B	0.04%	0.06%	0.04%
MSFT	F	0.83%	7.13%	0.83%
MU	D	0.38%	0.57%	0.38%
NOC	D	0.17%	0.17%	0.17%
NOW	A	0.88%	0.94%	0.88%
NRG	B	0.04%	0.04%	0.04%
NVDA	C	1.17%	7.8%	1.17%
NXPI	D	0.83%	0.72%	0.72%
ORCL	B	1.03%	0.36%	0.36%
PEP	F	0.33%	0.83%	0.33%
PG	A	0.32%	0.14%	0.14%
PGR	A	0.2%	0.75%	0.2%
RCL	A	0.25%	0.34%	0.25%
REGN	F	0.43%	0.45%	0.43%
ROST	C	0.17%	0.44%	0.17%
SO	D	0.32%	0.84%	0.32%
STX	D	0.79%	0.41%	0.41%
SYK	C	0.4%	0.76%	0.4%
T	A	0.5%	0.18%	0.18%
TDG	D	0.21%	0.52%	0.21%
TFC	A	0.13%	0.56%	0.13%
TGT	F	0.37%	0.14%	0.14%
TMO	F	0.33%	0.89%	0.33%
TMUS	B	0.7%	0.17%	0.17%
TXN	C	0.92%	0.87%	0.87%
UBER	D	0.34%	0.58%	0.34%
UNH	C	0.57%	1.62%	0.57%
USB	A	0.28%	0.33%	0.28%
VRTX	F	0.68%	0.6%	0.6%
VTR	C	0.08%	0.39%	0.08%
WDC	D	0.74%	0.18%	0.18%
WELL	A	0.3%	0.27%	0.27%
WFC	A	0.39%	1.0%	0.39%
YUM	B	0.28%	0.5%	0.28%

HLGE Overweight 258 Positions Relative to HELO

Symbol	Grade	Weight
CARG	C	1.18%
EBAY	D	1.01%
DELL	C	0.94%
CARS	B	0.94%
CVLT	B	0.89%
QCOM	F	0.89%
YELP	C	0.86%
HPQ	B	0.82%
WMT	A	0.82%
PSTG	D	0.79%
NTAP	C	0.79%
JWN	C	0.76%
DDS	B	0.75%
GM	B	0.74%
FTNT	C	0.72%
HD	A	0.67%
CL	D	0.67%
DLB	B	0.66%
PRGS	A	0.66%
TJX	A	0.63%
MCHP	D	0.6%
MTCH	D	0.6%
NFLX	A	0.6%
CRUS	D	0.57%
TRIP	F	0.57%
AXNX	C	0.57%
PI	D	0.56%
LMT	D	0.54%
GILD	C	0.54%
KR	B	0.54%
ELV	F	0.53%
OLED	D	0.53%
M	D	0.53%
MTD	D	0.53%
BK	A	0.52%
PANW	C	0.52%
CORT	B	0.49%
PINS	D	0.49%
MPWR	F	0.48%
EA	A	0.47%
MS	A	0.44%
AMED	F	0.43%
MTB	A	0.43%
SNAP	C	0.42%
ZTS	D	0.41%
ACI	C	0.41%
PNC	B	0.41%
OLLI	D	0.41%
GEN	B	0.41%
MCO	B	0.4%
VRNS	D	0.39%
QLYS	C	0.38%
JPM	A	0.36%
IAC	D	0.36%
CALM	A	0.36%
SWKS	F	0.36%
CRWD	B	0.35%
A	D	0.35%
ISRG	A	0.35%
GD	F	0.35%
IRM	D	0.35%
ON	D	0.34%
CW	B	0.34%
VZ	C	0.34%
MTSI	B	0.34%
XRX	F	0.33%
DIOD	D	0.32%
RTX	C	0.32%
DUK	C	0.31%
STT	A	0.31%
EDR	A	0.31%
UTHR	C	0.3%
KMB	D	0.3%
AMGN	D	0.3%
NVR	D	0.3%
RF	A	0.29%
HEI	B	0.28%
GRMN	B	0.28%
MCRI	A	0.28%
ETR	B	0.28%
HBAN	A	0.28%
ADSK	A	0.28%
SYY	B	0.27%
GDDY	A	0.27%
PRU	A	0.27%
SMTC	B	0.26%
PTC	A	0.26%
KTB	B	0.26%
EXEL	B	0.25%
PEG	A	0.25%
OGN	D	0.25%
SYF	B	0.25%
TENB	C	0.24%
INCY	C	0.24%
SNPS	B	0.24%
JHG	A	0.24%
MSGS	A	0.24%
CB	C	0.24%
COLL	F	0.24%
COR	B	0.24%
WMK	C	0.23%
ZUO	B	0.23%
INTC	D	0.23%
PHM	D	0.23%
RMD	C	0.22%
POWI	D	0.22%
NYT	C	0.22%
PFE	D	0.21%
PPL	B	0.21%
ITCI	C	0.21%
CINF	A	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%
CNC	D	0.2%
WAT	B	0.2%
ACIW	B	0.2%
TSCO	D	0.19%
COF	B	0.19%
CRDO	B	0.19%
BOX	B	0.18%
SPG	B	0.18%
ZETA	D	0.18%
FCNCA	A	0.18%
APP	B	0.18%
BLK	C	0.18%
AVB	B	0.18%
HSY	F	0.17%
PSMT	C	0.17%
DGX	A	0.16%
ANSS	B	0.16%
FSLR	F	0.16%
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%
AFL	B	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%
SPGI	C	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%
WSM	B	0.12%
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%
ZBH	C	0.11%
HOLX	D	0.11%
ED	D	0.1%
VEEV	C	0.1%
PJT	A	0.1%
EIX	B	0.1%
HIMS	B	0.1%
DHI	D	0.1%
KLG	C	0.09%
ETSY	D	0.09%
COKE	C	0.09%
UNM	A	0.09%
O	D	0.08%
SRE	A	0.08%
THO	B	0.08%
DTE	C	0.08%
GIS	D	0.08%
VTRS	A	0.08%
F	C	0.08%
DFIN	D	0.08%
GOLF	B	0.08%
ROP	B	0.08%
IDXX	F	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%
ACGL	D	0.06%
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%
CAH	B	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%
WEC	A	0.04%
VCTR	B	0.04%
CBRE	B	0.04%
PBH	A	0.04%
APO	B	0.04%
MKL	A	0.04%
WOR	F	0.04%
CASY	A	0.04%
STE	F	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%
MMM	D	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 80 Positions Relative to HELO

Symbol	Grade	Weight
MA	C	-1.72%
TSLA	B	-1.58%
V	A	-1.49%
GOOG	C	-1.46%
XOM	B	-1.43%
CRM	B	-1.15%
TT	A	-0.96%
NEE	D	-0.83%
LIN	D	-0.82%
COP	C	-0.81%
DE	A	-0.68%
AZO	C	-0.65%
HWM	A	-0.62%
CME	A	-0.59%
UPS	C	-0.54%
FIS	C	-0.52%
CMG	B	-0.51%
PLD	D	-0.5%
OTIS	C	-0.5%
PCG	A	-0.5%
CTSH	B	-0.49%
CPAY	A	-0.47%
EOG	A	-0.47%
CARR	D	-0.46%
AON	A	-0.44%
SCHW	B	-0.42%
CSX	B	-0.41%
LDOS	C	-0.39%
DLR	B	-0.39%
ETN	A	-0.38%
LRCX	F	-0.37%
DOW	F	-0.35%
TRV	B	-0.34%
FDX	B	-0.33%
PM	B	-0.32%
MNST	C	-0.32%
SBAC	D	-0.31%
FANG	D	-0.31%
EXPE	B	-0.29%
TXT	D	-0.29%
BKR	B	-0.24%
BURL	A	-0.24%
LYB	F	-0.23%
IR	B	-0.23%
DAL	C	-0.23%
MAS	D	-0.23%
PPG	F	-0.21%
ACN	C	-0.21%
KKR	A	-0.2%
ELS	C	-0.19%
CVX	A	-0.18%
PCAR	B	-0.18%
MSI	B	-0.17%
UNP	C	-0.17%
MLM	B	-0.16%
MO	A	-0.15%
ANET	C	-0.15%
LEN	D	-0.14%
MMC	B	-0.14%
SQ	B	-0.14%
URI	B	-0.13%
LULU	C	-0.13%
PFG	D	-0.13%
BIIB	F	-0.12%
NUE	C	-0.11%
DASH	A	-0.11%
VST	B	-0.1%
CMS	C	-0.1%
APTV	D	-0.1%
WMG	C	-0.1%
NBIX	C	-0.08%
EQIX	A	-0.07%
SIRI	C	-0.07%
EQT	B	-0.06%
BAX	D	-0.06%
AME	A	-0.06%
EL	F	-0.05%
BMRN	D	-0.03%
SRPT	D	-0.03%
LKQ	D	-0.02%