HLGE vs. IYH ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to iShares U.S. Healthcare ETF (IYH)

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

IYH

iShares U.S. Healthcare ETF

IYH Description

The investment seeks to track the investment results of an index composed of U.S. equities in the healthcare sector. 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 Dow Jones U.S. Health Care Index (the "underlying index"), which measures the performance of the healthcare sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$60.74

Average Daily Volume

251,855

Number of Holdings ^*

106

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	IYH
30 Days	3.61%	-4.41%
60 Days	3.94%	-6.93%
90 Days	5.95%	-7.22%
12 Months	29.57%	12.67%

46 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in IYH	Overlap
A	D	0.35%	0.69%	0.35%
ABBV	D	0.33%	5.42%	0.33%
ABT	B	0.33%	3.72%	0.33%
AMED	F	0.43%	0.05%	0.05%
AMGN	D	0.3%	2.82%	0.3%
BDX	F	0.13%	1.21%	0.13%
BMY	B	0.35%	2.11%	0.35%
BSX	B	0.52%	2.37%	0.52%
CAH	B	0.06%	0.54%	0.06%
CHE	D	0.16%	0.15%	0.15%
CI	F	0.35%	1.66%	0.35%
CNC	D	0.2%	0.56%	0.2%
DGX	A	0.16%	0.33%	0.16%
DHR	F	0.15%	2.76%	0.15%
DOCS	C	0.07%	0.11%	0.07%
EHC	B	0.21%	0.18%	0.18%
ELV	F	0.53%	1.73%	0.53%
EXEL	B	0.25%	0.18%	0.18%
GILD	C	0.54%	2.05%	0.54%
HCA	F	0.39%	1.2%	0.39%
HOLX	D	0.11%	0.33%	0.11%
HUM	C	0.25%	0.62%	0.25%
IDXX	F	0.08%	0.64%	0.08%
INCY	C	0.24%	0.22%	0.22%
ISRG	A	0.35%	3.46%	0.35%
ITCI	C	0.21%	0.16%	0.16%
JNJ	D	0.73%	6.89%	0.73%
LLY	F	0.52%	11.08%	0.52%
MDT	D	0.28%	2.08%	0.28%
MRK	F	0.46%	4.53%	0.46%
OGN	D	0.25%	0.07%	0.07%
PFE	D	0.21%	2.61%	0.21%
PINC	B	0.07%	0.04%	0.04%
REGN	F	0.43%	1.47%	0.43%
RMD	C	0.22%	0.63%	0.22%
STE	F	0.04%	0.4%	0.04%
SYK	C	0.4%	2.62%	0.4%
TMO	F	0.33%	3.63%	0.33%
UNH	C	0.57%	10.1%	0.57%
UTHR	C	0.3%	0.29%	0.29%
VEEV	C	0.1%	0.58%	0.1%
VRTX	F	0.68%	2.23%	0.68%
VTRS	A	0.08%	0.28%	0.08%
WAT	B	0.2%	0.39%	0.2%
ZBH	C	0.11%	0.43%	0.11%
ZTS	D	0.41%	1.49%	0.41%

HLGE Overweight 293 Positions Relative to IYH

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%
DELL	C	0.94%
CARS	B	0.94%
TXN	C	0.92%
HPE	B	0.89%
CVLT	B	0.89%
QCOM	F	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%
WMT	A	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%
GM	B	0.74%
BKNG	A	0.74%
LOW	D	0.73%
FTNT	C	0.72%
TMUS	B	0.7%
MCK	B	0.68%
HD	A	0.67%
CL	D	0.67%
DLB	B	0.66%
PRGS	A	0.66%
TJX	A	0.63%
MCHP	D	0.6%
ADI	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%
CMCSA	B	0.54%
LMT	D	0.54%
KR	B	0.54%
OLED	D	0.53%
AVGO	D	0.53%
GS	A	0.53%
M	D	0.53%
MTD	D	0.53%
BK	A	0.52%
PANW	C	0.52%
COST	B	0.51%
T	A	0.5%
CORT	B	0.49%
PINS	D	0.49%
MPWR	F	0.48%
EA	A	0.47%
MS	A	0.44%
BRK.A	B	0.44%
C	A	0.44%
MTB	A	0.43%
SNAP	C	0.42%
KO	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%
WFC	A	0.39%
QLYS	C	0.38%
BAC	A	0.38%
MU	D	0.38%
FITB	A	0.37%
TGT	F	0.37%
JPM	A	0.36%
IAC	D	0.36%
CALM	A	0.36%
SWKS	F	0.36%
CRWD	B	0.35%
GD	F	0.35%
IRM	D	0.35%
ON	D	0.34%
CW	B	0.34%
VZ	C	0.34%
UBER	D	0.34%
MTSI	B	0.34%
XRX	F	0.33%
PEP	F	0.33%
INTU	C	0.33%
SO	D	0.32%
PG	A	0.32%
DIOD	D	0.32%
RTX	C	0.32%
DUK	C	0.31%
STT	A	0.31%
EDR	A	0.31%
KMB	D	0.3%
WELL	A	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%
USB	A	0.28%
SYY	B	0.27%
AXP	A	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%
PEG	A	0.25%
SYF	B	0.25%
TENB	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%
HON	B	0.23%
PHM	D	0.23%
POWI	D	0.22%
NYT	C	0.22%
PPL	B	0.21%
CINF	A	0.21%
TDG	D	0.21%
LRN	A	0.21%
PRG	C	0.21%
HLT	A	0.21%
TYL	B	0.21%
BJ	A	0.2%
SMCI	F	0.2%
LAMR	D	0.2%
PGR	A	0.2%
HRB	D	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%
KVUE	A	0.18%
APP	B	0.18%
BLK	C	0.18%
AVB	B	0.18%
ROST	C	0.17%
HSY	F	0.17%
NOC	D	0.17%
PSMT	C	0.17%
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%
AMD	F	0.16%
QRVO	F	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%
SPGI	C	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%
AEP	D	0.13%
TROW	B	0.13%
TFC	A	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%
ED	D	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%
SRE	A	0.08%
THO	B	0.08%
DTE	C	0.08%
GIS	D	0.08%
MET	A	0.08%
F	C	0.08%
DFIN	D	0.08%
GOLF	B	0.08%
VTR	C	0.08%
ROP	B	0.08%
VRSN	F	0.07%
FTDR	A	0.07%
DOCU	A	0.07%
BPOP	B	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%
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%
MDLZ	F	0.04%
VCTR	B	0.04%
CBRE	B	0.04%
DIS	B	0.04%
PBH	A	0.04%
MRVL	B	0.04%
APO	B	0.04%
MKL	A	0.04%
WOR	F	0.04%
CASY	A	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%
MCD	D	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 60 Positions Relative to IYH

Symbol	Grade	Weight
EW	C	-0.75%
GEHC	F	-0.69%
IQV	D	-0.64%
DXCM	D	-0.56%
ALNY	D	-0.55%
BIIB	F	-0.43%
WST	C	-0.42%
ILMN	D	-0.4%
LH	C	-0.37%
COO	D	-0.36%
PODD	C	-0.34%
MOH	F	-0.32%
NTRA	B	-0.31%
ALGN	D	-0.31%
BAX	D	-0.3%
THC	D	-0.27%
AVTR	F	-0.26%
RVTY	F	-0.25%
UHS	D	-0.22%
NBIX	C	-0.22%
MRNA	F	-0.22%
BMRN	D	-0.22%
CTLT	B	-0.2%
RPRX	D	-0.19%
TECH	D	-0.19%
SRPT	D	-0.18%
CRL	C	-0.18%
EXAS	D	-0.17%
TFX	F	-0.17%
GMED	A	-0.17%
SOLV	C	-0.17%
PEN	B	-0.16%
HSIC	B	-0.16%
MEDP	D	-0.15%
DVA	B	-0.15%
JAZZ	B	-0.14%
ELAN	D	-0.13%
MASI	A	-0.13%
RGEN	D	-0.13%
BIO	D	-0.11%
VKTX	F	-0.1%
IONS	F	-0.1%
BRKR	D	-0.1%
ROIV	C	-0.09%
INSP	D	-0.09%
NVST	B	-0.07%
PRGO	B	-0.07%
XRAY	F	-0.07%
RARE	D	-0.07%
ACHC	F	-0.06%
ENOV	C	-0.05%
APLS	D	-0.05%
QDEL	F	-0.04%
SHC	F	-0.04%
AZTA	D	-0.04%
RCM	F	-0.04%
TXG	F	-0.03%
FTRE	D	-0.03%
CERT	F	-0.02%
GRAL	C	-0.01%