HLGE vs. MGK ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to Vanguard Mega Cap Growth ETF (MGK)

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

MGK

Vanguard Mega Cap Growth ETF

MGK Description

The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mega Cap Growth Index, which represents the growth companies of the CRSP US Mega Cap Index. The index is a free-float-adjusted, market-capitalization-weighted index designed to measure equity market performance of mega-capitalization growth stocks. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Grade (RS Rating)

Last Trade

$320.36

Average Daily Volume

407,300

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	MGK
30 Days	1.89%	2.64%
60 Days	3.27%	5.74%
90 Days	3.96%	2.08%
12 Months	31.02%	42.11%

37 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in MGK	Overlap
AAPL	C	0.8%	13.52%	0.8%
ABNB	D	0.06%	0.31%	0.06%
ADBE	F	0.14%	1.3%	0.14%
ADSK	B	0.26%	0.39%	0.26%
AMD	C	0.18%	1.18%	0.18%
AMZN	C	0.95%	4.54%	0.95%
BKNG	B	0.61%	0.72%	0.61%
BSX	B	0.51%	0.67%	0.51%
CDNS	D	0.26%	0.44%	0.26%
COST	C	0.52%	1.9%	0.52%
CRWD	D	0.28%	0.38%	0.28%
DIS	D	0.03%	0.85%	0.03%
FTNT	B	0.6%	0.26%	0.26%
GOOGL	D	0.95%	3.67%	0.95%
HLT	B	0.19%	0.26%	0.19%
INTU	D	0.32%	0.88%	0.32%
ISRG	C	0.33%	0.93%	0.33%
LLY	D	0.63%	3.8%	0.63%
MCD	B	0.03%	1.07%	0.03%
MCO	C	0.42%	0.49%	0.42%
META	B	1.01%	4.96%	1.01%
MRVL	D	0.03%	0.29%	0.03%
MSFT	C	0.86%	12.68%	0.86%
NFLX	B	0.51%	1.48%	0.51%
NOW	C	0.77%	0.93%	0.77%
NVDA	C	0.96%	11.29%	0.96%
PANW	D	0.48%	0.67%	0.48%
ROST	C	0.18%	0.35%	0.18%
SNPS	F	0.21%	0.47%	0.21%
SPGI	C	0.15%	0.88%	0.15%
SYK	C	0.41%	0.4%	0.4%
TJX	C	0.65%	0.73%	0.65%
TMUS	B	0.62%	0.6%	0.6%
TXN	B	0.91%	1.01%	0.91%
UBER	C	0.35%	0.78%	0.35%
VRTX	D	0.71%	0.7%	0.7%
ZTS	B	0.47%	0.46%	0.46%

HLGE Overweight 302 Positions Relative to MGK

Symbol	Grade	Weight
EBAY	B	1.07%
CARG	C	0.99%
ORCL	B	0.97%
QCOM	D	0.93%
CARS	F	0.92%
NXPI	D	0.88%
STX	B	0.85%
DELL	C	0.83%
JNJ	C	0.82%
NTAP	D	0.82%
PSTG	F	0.81%
WMT	B	0.81%
CVLT	B	0.81%
YELP	D	0.81%
CL	C	0.8%
HPQ	C	0.78%
MPWR	B	0.77%
JWN	C	0.77%
WDC	C	0.77%
ELV	D	0.74%
HPE	C	0.74%
CRUS	D	0.73%
MCHP	D	0.72%
LOW	B	0.71%
MTCH	C	0.7%
FICO	B	0.68%
DLB	D	0.67%
OLED	D	0.66%
HD	B	0.65%
ADI	C	0.65%
REGN	D	0.65%
GM	C	0.62%
MTD	C	0.62%
DDS	D	0.62%
MCK	F	0.6%
UNH	C	0.59%
LMT	A	0.59%
PRGS	A	0.59%
PI	B	0.58%
AXNX	B	0.57%
MRK	F	0.56%
TRIP	F	0.55%
AVGO	C	0.53%
M	F	0.53%
KR	B	0.53%
T	B	0.52%
SMCI	F	0.51%
PINS	D	0.5%
GILD	B	0.5%
BK	B	0.49%
AMED	D	0.48%
KO	B	0.48%
CMCSA	C	0.48%
HCA	B	0.47%
OLLI	C	0.46%
GS	B	0.45%
BRK.A	C	0.44%
EA	D	0.43%
IAC	C	0.42%
ACI	F	0.42%
XRX	D	0.42%
SWKS	F	0.42%
CI	C	0.41%
VRNS	B	0.41%
TMO	B	0.4%
ABBV	B	0.4%
VZ	A	0.39%
SNAP	D	0.39%
A	C	0.38%
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%
AMGN	D	0.36%
MTB	C	0.36%
ON	D	0.36%
ABT	C	0.35%
PG	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%
RTX	B	0.33%
KMB	C	0.33%
JPM	D	0.32%
NVR	B	0.32%
BMY	C	0.31%
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%
MTSI	C	0.28%
CALM	B	0.28%
YUM	B	0.28%
CNC	D	0.27%
HEI	C	0.27%
UTHR	B	0.27%
QRVO	F	0.26%
MCRI	B	0.26%
USB	C	0.26%
RF	B	0.26%
PHM	B	0.26%
PRU	C	0.26%
PFE	D	0.25%
AXP	B	0.25%
CB	B	0.25%
ETR	A	0.25%
PEG	B	0.25%
PTC	C	0.24%
TDG	B	0.24%
RMD	C	0.24%
HBAN	B	0.24%
SMTC	C	0.23%
NYT	B	0.23%
KTB	B	0.23%
MSGS	B	0.23%
GRMN	D	0.23%
TENB	F	0.23%
PRG	C	0.22%
WMK	D	0.22%
GDDY	C	0.22%
HRB	C	0.22%
INCY	C	0.21%
POWI	F	0.21%
LAMR	B	0.21%
TYL	C	0.21%
ZUO	F	0.21%
PPL	A	0.21%
HON	C	0.21%
TSCO	B	0.2%
HSY	D	0.2%
CINF	C	0.2%
JHG	B	0.2%
INTC	D	0.2%
EXEL	C	0.2%
PGR	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%
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%
KVUE	B	0.18%
VICI	C	0.17%
SPG	B	0.17%
IMKTA	D	0.17%
CHE	C	0.17%
KSS	D	0.16%
TDC	D	0.16%
AFL	A	0.16%
MMSI	C	0.16%
PDCO	F	0.16%
DGX	B	0.16%
FCNCA	D	0.16%
BLK	B	0.16%
FE	B	0.16%
APPN	C	0.15%
COF	B	0.15%
ANSS	D	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%
EQR	C	0.14%
LOPE	D	0.14%
BDX	D	0.14%
SHO	C	0.13%
CRDO	D	0.13%
CHD	C	0.13%
WSM	C	0.13%
ORI	B	0.13%
SFM	B	0.12%
TROW	C	0.12%
ALKT	D	0.12%
SQSP	B	0.12%
AMP	B	0.12%
HOLX	D	0.12%
DHI	C	0.12%
TFC	D	0.12%
IDXX	D	0.11%
EIX	B	0.11%
LHX	C	0.11%
FOXA	B	0.11%
AVT	B	0.11%
ED	B	0.11%
LZB	C	0.11%
EQH	C	0.11%
AGYS	D	0.11%
BKE	B	0.11%
BBY	A	0.11%
ICE	C	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%
ROP	C	0.09%
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%
APP	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%
ACGL	B	0.07%
OFG	C	0.07%
VRSN	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%
PINC	D	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%
DOCU	C	0.05%
NWL	C	0.05%
AXS	B	0.05%
EVR	B	0.05%
PBH	C	0.04%
CBRE	B	0.04%
WEC	B	0.04%
HLI	C	0.04%
MKL	C	0.04%
BCO	B	0.04%
ZS	F	0.04%
CASY	D	0.04%
FHI	B	0.04%
CNK	C	0.03%
LYV	A	0.03%
LTC	C	0.03%
CTRE	C	0.03%
MORN	C	0.03%
CFG	D	0.03%
APO	B	0.03%
MANH	B	0.03%
VCTR	B	0.03%
NRG	B	0.03%
TNL	C	0.02%
CASH	D	0.02%
COLM	C	0.02%
WHR	C	0.02%
MMM	B	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 34 Positions Relative to MGK

Symbol	Grade	Weight
GOOG	D	-3.02%
TSLA	C	-2.74%
V	C	-2.06%
MA	B	-1.92%
CRM	C	-1.17%
AMAT	D	-0.84%
LIN	B	-0.65%
ACN	C	-0.63%
SBUX	C	-0.62%
KLAC	D	-0.62%
AMT	C	-0.61%
BA	F	-0.59%
LRCX	D	-0.58%
NKE	D	-0.56%
ANET	C	-0.54%
SHW	B	-0.53%
EQIX	B	-0.49%
CMG	D	-0.45%
ORLY	B	-0.44%
ECL	B	-0.42%
WDAY	D	-0.4%
ADP	C	-0.39%
BX	C	-0.38%
MAR	B	-0.36%
AON	B	-0.31%
EW	F	-0.29%
MNST	D	-0.27%
SLB	F	-0.26%
SNOW	F	-0.26%
AZO	B	-0.26%
PAYX	C	-0.23%
SQ	D	-0.21%
EL	D	-0.18%
LULU	D	-0.17%