HLGE vs. IWX ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to iShares Russell Top 200 Value ETF (IWX)

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

IWX

iShares Russell Top 200 Value ETF

IWX Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200 Value Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization value sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$84.27

Average Daily Volume

315,888

Number of Holdings ^*

158

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	IWX
30 Days	3.61%	2.62%
60 Days	3.94%	4.46%
90 Days	5.95%	6.64%
12 Months	29.57%	28.30%

84 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in IWX	Overlap
ABBV	D	0.33%	1.0%	0.33%
ABT	B	0.33%	1.21%	0.33%
ADI	D	0.6%	0.62%	0.6%
AEP	D	0.13%	0.31%	0.13%
AIG	B	0.06%	0.3%	0.06%
AMD	F	0.16%	0.45%	0.16%
AMGN	D	0.3%	0.2%	0.2%
APO	B	0.04%	0.13%	0.04%
AXP	A	0.27%	0.61%	0.27%
BAC	A	0.38%	1.91%	0.38%
BDX	F	0.13%	0.39%	0.13%
BKNG	A	0.74%	0.06%	0.06%
BLK	C	0.18%	0.93%	0.18%
BMY	B	0.35%	0.69%	0.35%
BRK.A	B	0.44%	5.18%	0.44%
BSX	B	0.52%	0.77%	0.52%
C	A	0.44%	0.79%	0.44%
CB	C	0.24%	0.7%	0.24%
CI	F	0.35%	0.49%	0.35%
CL	D	0.67%	0.21%	0.21%
CMCSA	B	0.54%	0.99%	0.54%
COF	B	0.19%	0.42%	0.19%
CVS	D	0.01%	0.4%	0.01%
DELL	C	0.94%	0.18%	0.18%
DHR	F	0.15%	0.9%	0.15%
DIS	B	0.04%	1.27%	0.04%
DUK	C	0.31%	0.52%	0.31%
ELV	F	0.53%	0.47%	0.47%
F	C	0.08%	0.26%	0.08%
FTNT	C	0.72%	0.07%	0.07%
GD	F	0.35%	0.47%	0.35%
GILD	C	0.54%	0.66%	0.54%
GM	B	0.74%	0.38%	0.38%
GS	A	0.53%	0.83%	0.53%
HCA	F	0.39%	0.29%	0.29%
HD	A	0.67%	0.49%	0.49%
HON	B	0.23%	0.76%	0.23%
ICE	C	0.11%	0.53%	0.11%
INTC	D	0.23%	0.62%	0.23%
JNJ	D	0.73%	2.24%	0.73%
JPM	A	0.36%	4.24%	0.36%
KMB	D	0.3%	0.16%	0.16%
KO	D	0.41%	0.62%	0.41%
LMT	D	0.54%	0.47%	0.47%
LOW	D	0.73%	0.93%	0.73%
MCD	D	0.03%	1.19%	0.03%
MCK	B	0.68%	0.27%	0.27%
MDLZ	F	0.04%	0.52%	0.04%
MDT	D	0.28%	0.68%	0.28%
MET	A	0.08%	0.3%	0.08%
MMM	D	0.02%	0.35%	0.02%
MRVL	B	0.04%	0.42%	0.04%
MS	A	0.44%	0.88%	0.44%
MU	D	0.38%	0.64%	0.38%
NOC	D	0.17%	0.41%	0.17%
PEP	F	0.33%	0.28%	0.28%
PFE	D	0.21%	0.85%	0.21%
PG	A	0.32%	1.87%	0.32%
PGR	A	0.2%	0.14%	0.14%
PNC	B	0.41%	0.5%	0.41%
QCOM	F	0.89%	0.07%	0.07%
REGN	F	0.43%	0.44%	0.43%
ROP	B	0.08%	0.35%	0.08%
RTX	C	0.32%	0.95%	0.32%
SO	D	0.32%	0.58%	0.32%
SPGI	C	0.14%	0.95%	0.14%
SRE	A	0.08%	0.35%	0.08%
SYK	C	0.4%	0.6%	0.4%
T	A	0.5%	0.98%	0.5%
TDG	D	0.21%	0.33%	0.21%
TFC	A	0.13%	0.37%	0.13%
TGT	F	0.37%	0.42%	0.37%
TJX	A	0.63%	0.33%	0.33%
TMO	F	0.33%	1.18%	0.33%
TMUS	B	0.7%	0.69%	0.69%
TXN	C	0.92%	0.97%	0.92%
UNH	C	0.57%	3.06%	0.57%
USB	A	0.28%	0.47%	0.28%
VRTX	F	0.68%	0.36%	0.36%
VZ	C	0.34%	1.06%	0.34%
WELL	A	0.3%	0.49%	0.3%
WFC	A	0.39%	1.57%	0.39%
WMT	A	0.82%	2.2%	0.82%
ZTS	D	0.41%	0.08%	0.08%

HLGE Overweight 255 Positions Relative to IWX

Symbol	Grade	Weight
CARG	C	1.18%
NVDA	C	1.17%
META	D	1.06%
AMZN	C	1.05%
GOOGL	C	1.03%
ORCL	B	1.03%
EBAY	D	1.01%
CARS	B	0.94%
HPE	B	0.89%
CVLT	B	0.89%
NOW	A	0.88%
YELP	C	0.86%
NXPI	D	0.83%
MSFT	F	0.83%
AAPL	C	0.82%
HPQ	B	0.82%
FICO	B	0.81%
PSTG	D	0.79%
STX	D	0.79%
NTAP	C	0.79%
JWN	C	0.76%
DDS	B	0.75%
WDC	D	0.74%
DLB	B	0.66%
PRGS	A	0.66%
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%
KR	B	0.54%
OLED	D	0.53%
AVGO	D	0.53%
M	D	0.53%
MTD	D	0.53%
BK	A	0.52%
LLY	F	0.52%
PANW	C	0.52%
COST	B	0.51%
CORT	B	0.49%
PINS	D	0.49%
MPWR	F	0.48%
EA	A	0.47%
MRK	F	0.46%
AMED	F	0.43%
MTB	A	0.43%
SNAP	C	0.42%
ACI	C	0.41%
OLLI	D	0.41%
GEN	B	0.41%
MCO	B	0.4%
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%
A	D	0.35%
ISRG	A	0.35%
IRM	D	0.35%
ON	D	0.34%
CW	B	0.34%
UBER	D	0.34%
MTSI	B	0.34%
XRX	F	0.33%
INTU	C	0.33%
DIOD	D	0.32%
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%
CDNS	B	0.28%
YUM	B	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%
RCL	A	0.25%
EXEL	B	0.25%
PEG	A	0.25%
OGN	D	0.25%
SYF	B	0.25%
HUM	C	0.25%
TENB	C	0.24%
INCY	C	0.24%
SNPS	B	0.24%
JHG	A	0.24%
MSGS	A	0.24%
COLL	F	0.24%
COR	B	0.24%
WMK	C	0.23%
ZUO	B	0.23%
PHM	D	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%
LRN	A	0.21%
PRG	C	0.21%
HLT	A	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%
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%
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%
AMP	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%
ADBE	C	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%
CHD	B	0.13%
RJF	A	0.13%
TROW	B	0.13%
WSM	B	0.12%
BKE	B	0.12%
SHO	C	0.12%
JXN	C	0.12%
EQH	B	0.12%
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%
BBY	D	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%
THO	B	0.08%
DTE	C	0.08%
GIS	D	0.08%
VTRS	A	0.08%
DFIN	D	0.08%
GOLF	B	0.08%
VTR	C	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%
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%
NRG	B	0.04%
WEC	A	0.04%
VCTR	B	0.04%
CBRE	B	0.04%
PBH	A	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%
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%
PIPR	B	0.01%

HLGE Underweight 74 Positions Relative to IWX

Symbol	Grade	Weight
XOM	B	-3.23%
CVX	A	-1.68%
CSCO	B	-1.4%
ACN	C	-1.34%
LIN	D	-1.3%
PM	B	-1.2%
IBM	C	-1.13%
CAT	B	-0.97%
NEE	D	-0.95%
GE	D	-0.91%
ETN	A	-0.86%
COP	C	-0.79%
SCHW	B	-0.65%
PLD	D	-0.63%
DE	A	-0.61%
UPS	C	-0.59%
MO	A	-0.58%
MMC	B	-0.57%
PH	A	-0.54%
GEV	B	-0.54%
PYPL	B	-0.53%
FI	A	-0.5%
BA	F	-0.49%
EQIX	A	-0.49%
CME	A	-0.49%
EOG	A	-0.47%
AON	A	-0.45%
UNP	C	-0.45%
EMR	A	-0.44%
APD	A	-0.43%
KKR	A	-0.43%
CRH	A	-0.41%
CSX	B	-0.41%
FDX	B	-0.4%
CARR	D	-0.38%
MAR	B	-0.38%
TT	A	-0.37%
FCX	D	-0.37%
SLB	C	-0.37%
NSC	B	-0.36%
CEG	D	-0.36%
TRV	B	-0.36%
PCAR	B	-0.35%
JCI	C	-0.34%
PSX	C	-0.33%
MPC	D	-0.33%
ITW	B	-0.3%
D	C	-0.29%
CRM	B	-0.28%
NEM	D	-0.28%
VLO	C	-0.27%
PSA	D	-0.27%
MSI	B	-0.26%
RSG	A	-0.26%
STZ	D	-0.23%
APH	A	-0.21%
NKE	D	-0.21%
KDP	D	-0.21%
EW	C	-0.2%
OXY	D	-0.2%
KHC	F	-0.17%
SBUX	A	-0.15%
AMAT	F	-0.07%
MRNA	F	-0.07%
EL	F	-0.06%
ECL	D	-0.05%
SHW	A	-0.05%
ADP	B	-0.05%
MNST	C	-0.04%
DASH	A	-0.04%
AZO	C	-0.03%
ORLY	B	-0.03%
CPRT	A	-0.02%
CTAS	B	-0.02%