HLGE vs. JQUA ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to JPMorgan U.S. Quality Factor ETF (JQUA)

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

JQUA

JPMorgan U.S. Quality Factor ETF

JQUA Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan US Quality Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent quality factor characteristics.

Grade (RS Rating)

Last Trade

$56.45

Average Daily Volume

424,506

Number of Holdings ^*

270

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	JQUA
30 Days	1.89%	2.66%
60 Days	3.27%	5.72%
90 Days	3.96%	6.94%
12 Months	31.02%	31.71%

107 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in JQUA	Overlap
A	C	0.38%	0.34%	0.34%
AAPL	C	0.8%	1.96%	0.8%
ABBV	B	0.4%	1.39%	0.4%
ABNB	D	0.06%	0.28%	0.06%
ABT	C	0.35%	0.58%	0.35%
ACGL	B	0.07%	0.36%	0.07%
ADBE	F	0.14%	0.86%	0.14%
ADI	C	0.65%	0.56%	0.56%
ADSK	B	0.26%	0.36%	0.26%
AFL	A	0.16%	0.45%	0.16%
AMGN	D	0.36%	0.82%	0.36%
AMP	B	0.12%	0.32%	0.12%
ANSS	D	0.15%	0.18%	0.15%
APP	C	0.08%	0.41%	0.08%
AVGO	C	0.53%	1.7%	0.53%
BBY	A	0.11%	0.17%	0.11%
BKNG	B	0.61%	0.67%	0.61%
BLK	B	0.16%	0.59%	0.16%
BMY	C	0.31%	0.56%	0.31%
BRK.A	C	0.44%	2.13%	0.44%
CB	B	0.25%	0.53%	0.25%
CDNS	D	0.26%	0.4%	0.26%
CHD	C	0.13%	0.15%	0.13%
CHE	C	0.17%	0.22%	0.17%
CL	C	0.8%	0.49%	0.49%
CNC	D	0.27%	0.2%	0.2%
COST	C	0.52%	1.56%	0.52%
CRUS	D	0.73%	0.13%	0.13%
CRWD	D	0.28%	0.3%	0.28%
DELL	C	0.83%	0.17%	0.17%
DLB	D	0.67%	0.16%	0.16%
DOCU	C	0.05%	0.25%	0.05%
EA	D	0.43%	0.3%	0.3%
EBAY	B	1.07%	0.34%	0.34%
ED	B	0.11%	0.25%	0.11%
EQR	C	0.14%	0.09%	0.09%
FTNT	B	0.6%	0.37%	0.37%
GILD	B	0.5%	0.6%	0.5%
GOOGL	D	0.95%	1.71%	0.95%
HD	B	0.65%	1.52%	0.65%
HOLX	D	0.12%	0.28%	0.12%
HPE	C	0.74%	0.15%	0.15%
HPQ	C	0.78%	0.2%	0.2%
HRB	C	0.22%	0.27%	0.22%
ICE	C	0.11%	0.41%	0.11%
IDXX	D	0.11%	0.32%	0.11%
INCY	C	0.21%	0.2%	0.2%
INTU	D	0.32%	0.79%	0.32%
JNJ	C	0.82%	1.59%	0.82%
KMB	C	0.33%	0.34%	0.33%
KO	B	0.48%	0.93%	0.48%
LAMR	B	0.21%	0.25%	0.21%
LMT	A	0.59%	0.65%	0.59%
LOPE	D	0.14%	0.2%	0.14%
LYV	A	0.03%	0.18%	0.03%
MANH	B	0.03%	0.25%	0.03%
MCD	B	0.03%	0.94%	0.03%
MCHP	D	0.72%	0.3%	0.3%
MCK	F	0.6%	0.2%	0.2%
MCO	C	0.42%	0.49%	0.42%
META	B	1.01%	2.02%	1.01%
MMM	B	0.02%	0.36%	0.02%
MPWR	B	0.77%	0.23%	0.23%
MRK	F	0.56%	1.21%	0.56%
MRVL	D	0.03%	0.28%	0.03%
MSFT	C	0.86%	1.84%	0.86%
MSGS	B	0.23%	0.15%	0.15%
MTCH	C	0.7%	0.14%	0.14%
MTD	C	0.62%	0.25%	0.25%
MTSI	C	0.28%	0.11%	0.11%
NOW	C	0.77%	0.8%	0.77%
NTAP	D	0.82%	0.18%	0.18%
NVDA	C	0.96%	1.62%	0.96%
NVR	B	0.32%	0.33%	0.32%
ORCL	B	0.97%	0.93%	0.93%
PANW	D	0.48%	0.54%	0.48%
PEG	B	0.25%	0.13%	0.13%
PG	C	0.35%	1.56%	0.35%
PGR	C	0.2%	0.25%	0.2%
PHM	B	0.26%	0.08%	0.08%
PINC	D	0.06%	0.02%	0.02%
PINS	D	0.5%	0.15%	0.15%
PSTG	F	0.81%	0.19%	0.19%
QCOM	D	0.93%	0.79%	0.79%
QRVO	F	0.26%	0.15%	0.15%
REGN	D	0.65%	0.62%	0.62%
RMD	C	0.24%	0.33%	0.24%
ROP	C	0.09%	0.28%	0.09%
ROST	C	0.18%	0.36%	0.18%
SNPS	F	0.21%	0.4%	0.21%
SPG	B	0.17%	0.28%	0.17%
SPGI	C	0.15%	0.59%	0.15%
SWKS	F	0.42%	0.2%	0.2%
T	B	0.52%	0.33%	0.33%
TDC	D	0.16%	0.15%	0.15%
TJX	C	0.65%	0.66%	0.65%
TSCO	B	0.2%	0.12%	0.12%
TYL	C	0.21%	0.19%	0.19%
VRSN	C	0.07%	0.23%	0.07%
VRTX	D	0.71%	0.61%	0.61%
VZ	A	0.39%	0.53%	0.39%
WEC	B	0.04%	0.25%	0.04%
WMT	B	0.81%	0.21%	0.21%
WSM	C	0.13%	0.25%	0.13%
YUM	B	0.28%	0.29%	0.28%
ZS	F	0.04%	0.13%	0.04%
ZTS	B	0.47%	0.47%	0.47%

HLGE Overweight 232 Positions Relative to JQUA

Symbol	Grade	Weight
CARG	C	0.99%
AMZN	C	0.95%
CARS	F	0.92%
TXN	B	0.91%
NXPI	D	0.88%
STX	B	0.85%
CVLT	B	0.81%
YELP	D	0.81%
JWN	C	0.77%
WDC	C	0.77%
ELV	D	0.74%
LOW	B	0.71%
FICO	B	0.68%
OLED	D	0.66%
LLY	D	0.63%
GM	C	0.62%
TMUS	B	0.62%
DDS	D	0.62%
UNH	C	0.59%
PRGS	A	0.59%
PI	B	0.58%
AXNX	B	0.57%
TRIP	F	0.55%
M	F	0.53%
KR	B	0.53%
SMCI	F	0.51%
BSX	B	0.51%
NFLX	B	0.51%
BK	B	0.49%
AMED	D	0.48%
CMCSA	C	0.48%
HCA	B	0.47%
OLLI	C	0.46%
GS	B	0.45%
IAC	C	0.42%
ACI	F	0.42%
XRX	D	0.42%
SYK	C	0.41%
CI	C	0.41%
VRNS	B	0.41%
TMO	B	0.4%
SNAP	D	0.39%
C	C	0.38%
TGT	C	0.38%
IRM	C	0.38%
GD	C	0.38%
DIOD	F	0.37%
PEP	D	0.37%
PNC	C	0.37%
OGN	D	0.36%
MTB	C	0.36%
ON	D	0.36%
UBER	C	0.35%
CORT	B	0.35%
BAC	D	0.34%
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%
JPM	D	0.32%
COLL	C	0.31%
EDR	A	0.31%
WFC	D	0.3%
WELL	C	0.3%
CW	B	0.3%
MDT	B	0.3%
ZETA	C	0.29%
HUM	F	0.29%
STT	B	0.29%
TEL	D	0.28%
SYY	C	0.28%
CALM	B	0.28%
HEI	C	0.27%
UTHR	B	0.27%
MCRI	B	0.26%
USB	C	0.26%
RF	B	0.26%
PRU	C	0.26%
PFE	D	0.25%
AXP	B	0.25%
ETR	A	0.25%
PTC	C	0.24%
TDG	B	0.24%
HBAN	B	0.24%
SMTC	C	0.23%
NYT	B	0.23%
KTB	B	0.23%
GRMN	D	0.23%
TENB	F	0.23%
PRG	C	0.22%
WMK	D	0.22%
GDDY	C	0.22%
POWI	F	0.21%
ZUO	F	0.21%
PPL	A	0.21%
HON	C	0.21%
HSY	D	0.2%
CINF	C	0.2%
JHG	B	0.2%
INTC	D	0.2%
EXEL	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%
SYF	C	0.19%
HLT	B	0.19%
AVB	C	0.19%
FSLR	C	0.19%
DHR	B	0.18%
ADUS	C	0.18%
BOX	C	0.18%
WAT	B	0.18%
LRN	B	0.18%
PSMT	B	0.18%
AMD	C	0.18%
KVUE	B	0.18%
VICI	C	0.17%
IMKTA	D	0.17%
KSS	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%
COF	B	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%
BDX	D	0.14%
SHO	C	0.13%
CRDO	D	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%
FOXA	B	0.11%
AVT	B	0.11%
LZB	C	0.11%
EQH	C	0.11%
AGYS	D	0.11%
BKE	B	0.11%
ZBH	F	0.11%
VEEV	C	0.1%
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%
DTE	A	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%
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%
OFG	C	0.07%
CHTR	D	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%
CAH	C	0.06%
MDLZ	C	0.05%
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%
HLI	C	0.04%
MKL	C	0.04%
BCO	B	0.04%
CASY	D	0.04%
FHI	B	0.04%
CNK	C	0.03%
LTC	C	0.03%
CTRE	C	0.03%
MORN	C	0.03%
CFG	D	0.03%
APO	B	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%
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%
CVS	D	0.01%

HLGE Underweight 163 Positions Relative to JQUA

Symbol	Grade	Weight
V	C	-1.76%
XOM	D	-1.69%
MA	B	-1.61%
CRM	C	-1.02%
LIN	B	-0.94%
CSCO	B	-0.91%
ACN	C	-0.87%
UNP	D	-0.74%
IBM	B	-0.74%
CVX	F	-0.67%
AMAT	D	-0.67%
MMC	C	-0.59%
SBUX	C	-0.57%
ADP	C	-0.56%
MO	C	-0.52%
KLAC	D	-0.51%
WM	D	-0.47%
CTAS	C	-0.46%
LRCX	D	-0.46%
PSA	C	-0.43%
APH	C	-0.43%
ITW	B	-0.43%
AON	B	-0.42%
AJG	D	-0.42%
ORLY	B	-0.42%
TRV	C	-0.41%
PLTR	C	-0.39%
COP	F	-0.39%
AZO	B	-0.38%
MAR	B	-0.38%
GWW	B	-0.36%
DASH	B	-0.35%
EOG	D	-0.35%
PAYX	C	-0.34%
IT	C	-0.34%
RSG	D	-0.34%
CPRT	D	-0.33%
CTSH	B	-0.33%
VRSK	D	-0.31%
BRO	C	-0.3%
NDAQ	C	-0.29%
WDAY	D	-0.28%
ATO	B	-0.28%
BR	C	-0.28%
LEN	B	-0.28%
WRB	D	-0.27%
EXR	C	-0.27%
FFIV	B	-0.26%
DECK	C	-0.26%
DDOG	D	-0.26%
CLH	C	-0.25%
WSO	C	-0.25%
WY	C	-0.25%
CLX	C	-0.25%
EW	F	-0.25%
EXPD	B	-0.24%
POOL	C	-0.24%
MSI	B	-0.24%
CBOE	C	-0.24%
DRI	C	-0.23%
DVA	B	-0.23%
ROL	C	-0.23%
MAA	C	-0.23%
DBX	C	-0.23%
FDS	C	-0.23%
TER	C	-0.23%
KEYS	B	-0.23%
HIG	B	-0.23%
CTRA	F	-0.22%
BLDR	C	-0.22%
DOX	C	-0.22%
OGE	B	-0.22%
SEIC	B	-0.22%
TEAM	D	-0.22%
CHRW	B	-0.22%
GGG	C	-0.21%
DT	C	-0.21%
LSTR	D	-0.21%
SAIC	C	-0.21%
HST	D	-0.21%
SCCO	C	-0.21%
EXPE	C	-0.21%
MEDP	F	-0.2%
DKS	D	-0.2%
CDW	D	-0.2%
FNF	B	-0.2%
AKAM	D	-0.2%
LSCC	D	-0.19%
CRI	D	-0.19%
LECO	D	-0.19%
VRT	C	-0.19%
PAYC	D	-0.19%
MOH	D	-0.19%
IEX	C	-0.19%
SNOW	F	-0.19%
CSL	B	-0.19%
CF	B	-0.19%
ALSN	B	-0.19%
RNG	F	-0.19%
CBSH	D	-0.18%
TPR	A	-0.18%
NFG	B	-0.18%
LDOS	A	-0.17%
WMS	D	-0.17%
ULTA	D	-0.17%
ZM	C	-0.16%
DCI	C	-0.16%
CHH	B	-0.16%
TOST	C	-0.15%
EVRG	B	-0.15%
JKHY	B	-0.15%
EXP	B	-0.15%
CCI	C	-0.15%
WU	C	-0.15%
ELS	D	-0.15%
SSNC	C	-0.14%
SMAR	A	-0.14%
TWLO	C	-0.14%
EPAM	F	-0.14%
AFG	C	-0.14%
NTNX	D	-0.14%
SKX	C	-0.13%
MSM	D	-0.13%
AOS	B	-0.13%
ENTG	D	-0.13%
JBL	C	-0.13%
PATH	D	-0.12%
BSY	C	-0.12%
PEGA	B	-0.12%
CNM	F	-0.12%
DXC	D	-0.12%
AYI	B	-0.11%
CPT	C	-0.11%
OLN	D	-0.11%
NDSN	C	-0.11%
GWRE	B	-0.11%
SNX	C	-0.11%
OKTA	F	-0.11%
NKE	D	-0.11%
DV	F	-0.1%
BYD	C	-0.1%
PCOR	D	-0.1%
YETI	D	-0.1%
WH	B	-0.09%
JAZZ	D	-0.09%
ZI	D	-0.09%
MPC	F	-0.09%
UGI	B	-0.08%
FAST	C	-0.08%
IPGP	D	-0.08%
RLI	B	-0.07%
CSGP	D	-0.07%
PRI	B	-0.07%
TPL	C	-0.07%
GLPI	C	-0.07%
RS	D	-0.06%
CUBE	C	-0.06%
SOLV	D	-0.05%
TECH	C	-0.04%
UPS	D	-0.04%
GNTX	D	-0.04%
AM	B	-0.03%
VIRT	C	-0.02%