HLGE vs. NTSX ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to WisdomTree 90/60 U.S. Balanced Fund (NTSX)

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

NTSX

WisdomTree 90/60 U.S. Balanced Fund

NTSX Description

The investment seeks total return. The fund is actively managed using a models-based approach. It seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. Under normal circumstances, the fund will invest approximately 90% of its net assets in U.S. equity securities. It is non-diversified.

Grade (RS Rating)

Last Trade

$47.77

Average Daily Volume

65,580

Number of Holdings ^*

495

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	NTSX
30 Days	3.61%	2.69%
60 Days	3.94%	2.16%
90 Days	5.95%	4.05%
12 Months	29.57%	29.88%

201 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in NTSX	Overlap
A	D	0.35%	0.08%	0.08%
AAPL	C	0.82%	6.76%	0.82%
ABBV	D	0.33%	0.59%	0.33%
ABNB	C	0.06%	0.16%	0.06%
ABT	B	0.33%	0.41%	0.33%
ACI	C	0.41%	0.02%	0.02%
ADBE	C	0.14%	0.43%	0.14%
ADI	D	0.6%	0.21%	0.21%
ADSK	A	0.28%	0.13%	0.13%
AEE	A	0.06%	0.06%	0.06%
AEP	D	0.13%	0.1%	0.1%
AFL	B	0.15%	0.11%	0.11%
AIG	B	0.06%	0.12%	0.06%
ALL	A	0.02%	0.1%	0.02%
AMD	F	0.16%	0.44%	0.16%
AMGN	D	0.3%	0.3%	0.3%
AMP	A	0.15%	0.11%	0.11%
AMZN	C	1.05%	3.95%	1.05%
ANSS	B	0.16%	0.05%	0.05%
APO	B	0.04%	0.25%	0.04%
APP	B	0.18%	0.2%	0.18%
AVB	B	0.18%	0.06%	0.06%
AVGO	D	0.53%	1.45%	0.53%
AXP	A	0.27%	0.4%	0.27%
BAC	A	0.38%	0.7%	0.38%
BBY	D	0.1%	0.03%	0.03%
BDX	F	0.13%	0.14%	0.13%
BK	A	0.52%	0.11%	0.11%
BKNG	A	0.74%	0.34%	0.34%
BLK	C	0.18%	0.3%	0.18%
BMY	B	0.35%	0.2%	0.2%
BRK.A	B	0.44%	1.96%	0.44%
BSX	B	0.52%	0.24%	0.24%
C	A	0.44%	0.22%	0.22%
CAH	B	0.06%	0.06%	0.06%
CBRE	B	0.04%	0.08%	0.04%
CDNS	B	0.28%	0.17%	0.17%
CFG	B	0.03%	0.04%	0.03%
CHD	B	0.13%	0.05%	0.05%
CHTR	C	0.08%	0.13%	0.08%
CI	F	0.35%	0.19%	0.19%
CINF	A	0.21%	0.05%	0.05%
CL	D	0.67%	0.14%	0.14%
CMCSA	B	0.54%	0.28%	0.28%
CNC	D	0.2%	0.06%	0.06%
COF	B	0.19%	0.14%	0.14%
COR	B	0.24%	0.08%	0.08%
COST	B	0.51%	0.8%	0.51%
CRWD	B	0.35%	0.17%	0.17%
CVS	D	0.01%	0.1%	0.01%
DELL	C	0.94%	0.21%	0.21%
DGX	A	0.16%	0.04%	0.04%
DHI	D	0.1%	0.1%	0.1%
DHR	F	0.15%	0.33%	0.15%
DIS	B	0.04%	0.31%	0.04%
DTE	C	0.08%	0.06%	0.06%
DUK	C	0.31%	0.17%	0.17%
EA	A	0.47%	0.08%	0.08%
EBAY	D	1.01%	0.06%	0.06%
ED	D	0.1%	0.06%	0.06%
EIX	B	0.1%	0.07%	0.07%
ELV	F	0.53%	0.18%	0.18%
EQR	B	0.13%	0.06%	0.06%
ETR	B	0.28%	0.06%	0.06%
F	C	0.08%	0.09%	0.08%
FCNCA	A	0.18%	0.06%	0.06%
FE	C	0.14%	0.05%	0.05%
FICO	B	0.81%	0.1%	0.1%
FITB	A	0.37%	0.05%	0.05%
FOXA	B	0.14%	0.05%	0.05%
FSLR	F	0.16%	0.03%	0.03%
FTNT	C	0.72%	0.14%	0.14%
GD	F	0.35%	0.13%	0.13%
GDDY	A	0.27%	0.04%	0.04%
GEN	B	0.41%	0.04%	0.04%
GILD	C	0.54%	0.22%	0.22%
GIS	D	0.08%	0.08%	0.08%
GM	B	0.74%	0.14%	0.14%
GOOGL	C	1.03%	4.08%	1.03%
GS	A	0.53%	0.37%	0.37%
HBAN	A	0.28%	0.03%	0.03%
HCA	F	0.39%	0.17%	0.17%
HD	A	0.67%	0.77%	0.67%
HEI	B	0.28%	0.06%	0.06%
HLT	A	0.21%	0.13%	0.13%
HOLX	D	0.11%	0.03%	0.03%
HON	B	0.23%	0.27%	0.23%
HPE	B	0.89%	0.06%	0.06%
HPQ	B	0.82%	0.08%	0.08%
HSY	F	0.17%	0.08%	0.08%
HUM	C	0.25%	0.05%	0.05%
ICE	C	0.11%	0.17%	0.11%
IDXX	F	0.08%	0.07%	0.07%
INCY	C	0.24%	0.04%	0.04%
INTC	D	0.23%	0.15%	0.15%
INTU	C	0.33%	0.38%	0.33%
IRM	D	0.35%	0.07%	0.07%
ISRG	A	0.35%	0.36%	0.35%
JNJ	D	0.73%	0.7%	0.7%
JPM	A	0.36%	1.33%	0.36%
KMB	D	0.3%	0.09%	0.09%
KO	D	0.41%	0.51%	0.41%
KR	B	0.54%	0.07%	0.07%
KVUE	A	0.18%	0.09%	0.09%
LHX	C	0.11%	0.08%	0.08%
LLY	F	0.52%	1.36%	0.52%
LMT	D	0.54%	0.25%	0.25%
LOW	D	0.73%	0.29%	0.29%
LYV	A	0.03%	0.08%	0.03%
MANH	D	0.03%	0.03%	0.03%
MCD	D	0.03%	0.39%	0.03%
MCHP	D	0.6%	0.08%	0.08%
MCK	B	0.68%	0.16%	0.16%
MCO	B	0.4%	0.15%	0.15%
MDLZ	F	0.04%	0.18%	0.04%
MET	A	0.08%	0.13%	0.08%
META	D	1.06%	2.8%	1.06%
MKL	A	0.04%	0.05%	0.04%
MMM	D	0.02%	0.14%	0.02%
MORN	B	0.03%	0.03%	0.03%
MPWR	F	0.48%	0.05%	0.05%
MRK	F	0.46%	0.49%	0.46%
MRVL	B	0.04%	0.17%	0.04%
MS	A	0.44%	0.43%	0.43%
MSFT	F	0.83%	5.97%	0.83%
MTB	A	0.43%	0.06%	0.06%
MTD	D	0.53%	0.05%	0.05%
MU	D	0.38%	0.23%	0.23%
NFLX	A	0.6%	0.77%	0.6%
NOC	D	0.17%	0.14%	0.14%
NOW	A	0.88%	0.41%	0.41%
NTAP	C	0.79%	0.05%	0.05%
NVDA	C	1.17%	7.06%	1.17%
NVR	D	0.3%	0.05%	0.05%
O	D	0.08%	0.1%	0.08%
ON	D	0.34%	0.06%	0.06%
ORCL	B	1.03%	1.0%	1.0%
PANW	C	0.52%	0.24%	0.24%
PEG	A	0.25%	0.08%	0.08%
PEP	F	0.33%	0.4%	0.33%
PFE	D	0.21%	0.21%	0.21%
PG	A	0.32%	0.79%	0.32%
PGR	A	0.2%	0.29%	0.2%
PHM	D	0.23%	0.05%	0.05%
PINS	D	0.49%	0.03%	0.03%
PNC	B	0.41%	0.14%	0.14%
PPL	B	0.21%	0.05%	0.05%
PRU	A	0.27%	0.1%	0.1%
PTC	A	0.26%	0.04%	0.04%
QCOM	F	0.89%	0.33%	0.33%
REGN	F	0.43%	0.15%	0.15%
RF	A	0.29%	0.05%	0.05%
RJF	A	0.13%	0.06%	0.06%
RMD	C	0.22%	0.07%	0.07%
ROP	B	0.08%	0.1%	0.08%
ROST	C	0.17%	0.1%	0.1%
RTX	C	0.32%	0.33%	0.32%
SMCI	F	0.2%	0.02%	0.02%
SNAP	C	0.42%	0.04%	0.04%
SNPS	B	0.24%	0.16%	0.16%
SO	D	0.32%	0.19%	0.19%
SPG	B	0.18%	0.12%	0.12%
SPGI	C	0.14%	0.31%	0.14%
SRE	A	0.08%	0.13%	0.08%
STT	A	0.31%	0.06%	0.06%
SWKS	F	0.36%	0.02%	0.02%
SYF	B	0.25%	0.05%	0.05%
SYK	C	0.4%	0.29%	0.29%
SYY	B	0.27%	0.08%	0.08%
T	A	0.5%	0.29%	0.29%
TDG	D	0.21%	0.13%	0.13%
TFC	A	0.13%	0.13%	0.13%
TGT	F	0.37%	0.08%	0.08%
TJX	A	0.63%	0.26%	0.26%
TMO	F	0.33%	0.4%	0.33%
TMUS	B	0.7%	0.55%	0.55%
TROW	B	0.13%	0.07%	0.07%
TSCO	D	0.19%	0.05%	0.05%
TXN	C	0.92%	0.33%	0.33%
TYL	B	0.21%	0.05%	0.05%
UBER	D	0.34%	0.28%	0.28%
UNH	C	0.57%	1.07%	0.57%
USB	A	0.28%	0.11%	0.11%
VEEV	C	0.1%	0.07%	0.07%
VICI	C	0.15%	0.08%	0.08%
VRSN	F	0.07%	0.01%	0.01%
VRTX	F	0.68%	0.22%	0.22%
VTR	C	0.08%	0.05%	0.05%
VZ	C	0.34%	0.28%	0.28%
WAT	B	0.2%	0.04%	0.04%
WBA	F	0.05%	0.02%	0.02%
WDC	D	0.74%	0.05%	0.05%
WEC	A	0.04%	0.08%	0.04%
WELL	A	0.3%	0.15%	0.15%
WFC	A	0.39%	0.52%	0.39%
WMT	A	0.82%	1.34%	0.82%
WSM	B	0.12%	0.04%	0.04%
YUM	B	0.28%	0.07%	0.07%
ZBH	C	0.11%	0.02%	0.02%
ZS	C	0.05%	0.07%	0.05%
ZTS	D	0.41%	0.17%	0.17%

HLGE Overweight 138 Positions Relative to NTSX

Symbol	Grade	Weight
CARG	C	1.18%
CARS	B	0.94%
CVLT	B	0.89%
YELP	C	0.86%
NXPI	D	0.83%
PSTG	D	0.79%
STX	D	0.79%
JWN	C	0.76%
DDS	B	0.75%
DLB	B	0.66%
PRGS	A	0.66%
MTCH	D	0.6%
CRUS	D	0.57%
TRIP	F	0.57%
AXNX	C	0.57%
PI	D	0.56%
OLED	D	0.53%
M	D	0.53%
CORT	B	0.49%
AMED	F	0.43%
OLLI	D	0.41%
VRNS	D	0.39%
QLYS	C	0.38%
IAC	D	0.36%
CALM	A	0.36%
CW	B	0.34%
MTSI	B	0.34%
XRX	F	0.33%
DIOD	D	0.32%
EDR	A	0.31%
UTHR	C	0.3%
GRMN	B	0.28%
MCRI	A	0.28%
MDT	D	0.28%
SMTC	B	0.26%
KTB	B	0.26%
RCL	A	0.25%
EXEL	B	0.25%
OGN	D	0.25%
TENB	C	0.24%
JHG	A	0.24%
MSGS	A	0.24%
CB	C	0.24%
COLL	F	0.24%
WMK	C	0.23%
ZUO	B	0.23%
POWI	D	0.22%
NYT	C	0.22%
ITCI	C	0.21%
LRN	A	0.21%
PRG	C	0.21%
EHC	B	0.21%
BJ	A	0.2%
LAMR	D	0.2%
HRB	D	0.2%
ACIW	B	0.2%
CRDO	B	0.19%
BOX	B	0.18%
ZETA	D	0.18%
PSMT	C	0.17%
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%
KSS	F	0.15%
SFM	A	0.15%
MMSI	B	0.15%
TDC	D	0.15%
ORI	A	0.14%
NHI	D	0.14%
PDCO	D	0.14%
FLO	D	0.14%
WGO	C	0.14%
ALKT	B	0.14%
SF	B	0.13%
SHOO	D	0.13%
AGYS	A	0.13%
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%
PJT	A	0.1%
HIMS	B	0.1%
KLG	C	0.09%
ETSY	D	0.09%
COKE	C	0.09%
UNM	A	0.09%
THO	B	0.08%
VTRS	A	0.08%
DFIN	D	0.08%
GOLF	B	0.08%
PINC	B	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%
EVR	B	0.06%
OFG	B	0.06%
FHI	A	0.05%
LMAT	A	0.05%
LNTH	D	0.05%
EPC	D	0.05%
NRG	B	0.04%
VCTR	B	0.04%
PBH	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%
BCO	D	0.03%
COLM	B	0.02%
TNL	A	0.02%
CASH	A	0.02%
WHR	B	0.02%
ANIP	F	0.01%
UE	C	0.01%
AMG	B	0.01%
PIPR	B	0.01%

HLGE Underweight 294 Positions Relative to NTSX

Symbol	Grade	Weight
TSLA	B	-2.1%
V	A	-1.26%
XOM	B	-1.05%
MA	C	-0.95%
CRM	B	-0.65%
CVX	A	-0.59%
CSCO	B	-0.47%
BX	A	-0.44%
IBM	C	-0.39%
PM	B	-0.38%
CAT	B	-0.37%
GE	D	-0.35%
AMAT	F	-0.29%
NEE	D	-0.29%
PLTR	B	-0.28%
SCHW	B	-0.27%
COP	C	-0.26%
UNP	C	-0.26%
KKR	A	-0.26%
ADP	B	-0.25%
ANET	C	-0.24%
DE	A	-0.24%
FI	A	-0.24%
UPS	C	-0.23%
NKE	D	-0.22%
MMC	B	-0.21%
SBUX	A	-0.21%
LRCX	F	-0.19%
PH	A	-0.18%
MO	A	-0.18%
GEV	B	-0.18%
SHW	A	-0.18%
CME	A	-0.17%
EQIX	A	-0.17%
PLD	D	-0.17%
BA	F	-0.16%
CMG	B	-0.16%
APH	A	-0.16%
WM	A	-0.16%
EOG	A	-0.16%
KLAC	D	-0.16%
MAR	B	-0.16%
CTAS	B	-0.16%
EMR	A	-0.15%
MSI	B	-0.15%
AMT	D	-0.15%
CEG	D	-0.15%
ITW	B	-0.15%
TEAM	A	-0.14%
FDX	B	-0.14%
WDAY	B	-0.14%
SCCO	F	-0.14%
CSX	B	-0.14%
TTD	B	-0.13%
FCX	D	-0.13%
DASH	A	-0.13%
WMB	A	-0.13%
ORLY	B	-0.13%
OKE	A	-0.13%
APD	A	-0.13%
DLR	B	-0.12%
MNST	C	-0.12%
CARR	D	-0.12%
PCAR	B	-0.12%
MPC	D	-0.12%
ECL	D	-0.12%
NSC	B	-0.12%
COIN	C	-0.12%
AJG	B	-0.12%
PSX	C	-0.11%
PAYX	C	-0.11%
FIS	C	-0.11%
PSA	D	-0.11%
EPD	A	-0.11%
KMI	A	-0.11%
TRV	B	-0.11%
ET	A	-0.11%
ODFL	B	-0.1%
AZO	C	-0.1%
CMI	A	-0.1%
OXY	D	-0.1%
EXC	C	-0.1%
RSG	A	-0.1%
URI	B	-0.1%
CPRT	A	-0.1%
DAL	C	-0.1%
NUE	C	-0.09%
AME	A	-0.09%
CTSH	B	-0.09%
MSCI	C	-0.09%
DDOG	A	-0.09%
HES	B	-0.09%
VRT	B	-0.09%
STZ	D	-0.09%
VLO	C	-0.09%
PWR	A	-0.09%
AXON	A	-0.09%
HWM	A	-0.09%
VST	B	-0.09%
GWW	B	-0.09%
NEM	D	-0.09%
TRGP	B	-0.09%
PCG	A	-0.09%
LEN	D	-0.09%
IT	C	-0.08%
BKR	B	-0.08%
GLW	B	-0.08%
HUBS	A	-0.08%
IQV	D	-0.08%
VMC	B	-0.08%
IR	B	-0.08%
VRSK	A	-0.08%
NDAQ	A	-0.08%
EW	C	-0.08%
CPNG	D	-0.08%
FAST	B	-0.08%
DFS	B	-0.08%
KDP	D	-0.08%
PPG	F	-0.08%
CTVA	C	-0.08%
PYPL	B	-0.08%
UAL	A	-0.08%
HIG	B	-0.07%
EXR	D	-0.07%
WAB	B	-0.07%
TTWO	A	-0.07%
MLM	B	-0.07%
ROK	B	-0.07%
SQ	B	-0.07%
HAL	C	-0.07%
NET	B	-0.07%
DVN	F	-0.07%
DD	D	-0.07%
GEHC	F	-0.07%
MPLX	A	-0.07%
OTIS	C	-0.07%
DRI	B	-0.06%
XEL	A	-0.06%
CPAY	A	-0.06%
ALNY	D	-0.06%
XYL	D	-0.06%
ARES	A	-0.06%
FTV	C	-0.06%
RBLX	C	-0.06%
TPL	A	-0.06%
FANG	D	-0.06%
EVRG	A	-0.06%
CDW	F	-0.05%
MKC	D	-0.05%
EXPE	B	-0.05%
CNP	B	-0.05%
IOT	A	-0.05%
ZBRA	B	-0.05%
VLTO	D	-0.05%
BR	A	-0.05%
LH	C	-0.05%
KHC	F	-0.05%
INVH	D	-0.05%
DECK	A	-0.05%
TW	A	-0.05%
PFG	D	-0.05%
OMC	C	-0.05%
KEYS	A	-0.05%
DOV	A	-0.05%
K	A	-0.05%
LPLA	A	-0.05%
DKNG	B	-0.05%
TWLO	A	-0.05%
TSN	B	-0.05%
NTRS	A	-0.05%
GLPI	C	-0.05%
CSGP	D	-0.05%
BRO	B	-0.05%
ZM	B	-0.05%
WST	C	-0.05%
SNOW	C	-0.05%
EFX	F	-0.05%
TDY	B	-0.05%
HST	C	-0.04%
ULTA	F	-0.04%
LBRDK	C	-0.04%
CAG	D	-0.04%
LII	A	-0.04%
ESS	B	-0.04%
ENTG	D	-0.04%
WPC	D	-0.04%
AWK	D	-0.04%
IPG	D	-0.04%
CSL	C	-0.04%
AGR	B	-0.04%
TAP	C	-0.04%
CRBG	B	-0.04%
MAA	B	-0.04%
DLTR	F	-0.04%
BEN	C	-0.04%
PKG	A	-0.04%
ATO	A	-0.04%
NWSA	B	-0.04%
PODD	C	-0.04%
CMS	C	-0.04%
WLK	D	-0.04%
BLDR	D	-0.04%
KEY	B	-0.04%
HRL	D	-0.04%
BALL	D	-0.04%
BAX	D	-0.04%
GPC	D	-0.04%
IP	B	-0.04%
STLD	B	-0.04%
ROL	B	-0.04%
ADM	D	-0.04%
DOW	F	-0.04%
SUI	D	-0.04%
WMG	C	-0.04%
MGM	D	-0.04%
HUBB	B	-0.04%
LDOS	C	-0.04%
SSNC	B	-0.04%
KIM	A	-0.04%
CG	A	-0.04%
GPN	B	-0.03%
SOLV	C	-0.03%
AMH	D	-0.03%
BIIB	F	-0.03%
IEX	B	-0.03%
ROKU	D	-0.03%
RS	B	-0.03%
FNF	B	-0.03%
ACM	A	-0.03%
AVTR	F	-0.03%
BMRN	D	-0.03%
MDB	C	-0.03%
DXCM	D	-0.03%
WSO	A	-0.03%
FDS	B	-0.03%
BSY	D	-0.03%
ELS	C	-0.03%
MRO	B	-0.03%
AVY	D	-0.03%
DPZ	C	-0.03%
GGG	B	-0.03%
CCI	D	-0.03%
LNT	A	-0.03%
MAS	D	-0.03%
H	B	-0.03%
TXT	D	-0.03%
TER	D	-0.03%
J	F	-0.03%
LVS	C	-0.03%
OVV	B	-0.03%
D	C	-0.03%
ERIE	D	-0.03%
BAH	F	-0.03%
SWK	D	-0.03%
WRB	A	-0.03%
NDSN	B	-0.03%
WY	D	-0.03%
OC	A	-0.03%
SNA	A	-0.03%
L	A	-0.03%
MOS	F	-0.03%
POOL	C	-0.03%
LKQ	D	-0.03%
CLX	B	-0.03%
JBL	B	-0.03%
DT	C	-0.03%
MOH	F	-0.03%
AKAM	D	-0.03%
SBAC	D	-0.02%
ARE	D	-0.02%
MRNA	F	-0.02%
CPB	D	-0.02%
ILMN	D	-0.02%
ALGN	D	-0.02%
IFF	D	-0.02%
WBD	C	-0.02%
RIVN	F	-0.02%
RPM	A	-0.02%
JBHT	C	-0.02%
EXPD	D	-0.02%
SIRI	C	-0.02%
CE	F	-0.02%
EL	F	-0.01%
CTRA	B	-0.01%
EPAM	C	-0.01%
SJM	D	-0.01%
CF	B	-0.01%
ENPH	F	-0.01%
LUV	C	-0.01%
ES	D	-0.01%
EQT	B	-0.01%
DG	F	-0.0%
LW	C	-0.0%
ALB	C	-0.0%