HLGE vs. NZAC ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC)

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

$31.18

Average Daily Volume

425

Number of Holdings ^*

340

* may have additional holdings in another (foreign) market

NZAC

SPDR MSCI ACWI Climate Paris Aligned ETF

NZAC Description

The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to exceed the minimum standards for a "Paris-Aligned Benchmark" under the EU BMR. A Paris-Aligned Benchmark is designed to align with a principal objective of the Paris Agreement to limit the increase in the global average temperature to well below 2 degrees Celsius above pre-industrial levels.

Grade (RS Rating)

Last Trade

$37.15

Average Daily Volume

14,436

Number of Holdings ^*

367

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	NZAC
30 Days	-0.72%	4.21%
60 Days	5.16%	11.83%
90 Days	2.10%	5.20%
12 Months	31.02%	34.16%

150 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in NZAC	Overlap
A	B	0.4%	0.06%	0.06%
AAPL	C	0.83%	4.45%	0.83%
ABBV	C	0.4%	0.4%	0.4%
ABBV	C	0.4%	0.61%	0.4%
ABNB	D	0.06%	0.04%	0.04%
ABT	C	0.33%	0.19%	0.19%
ACGL	A	0.06%	0.14%	0.06%
ADBE	F	0.13%	0.35%	0.13%
ADI	B	0.65%	0.5%	0.5%
ADSK	B	0.25%	0.08%	0.08%
AFL	A	0.16%	0.28%	0.16%
AIG	C	0.06%	0.14%	0.06%
ALL	A	0.02%	0.13%	0.02%
AMD	C	0.19%	0.31%	0.19%
AMGN	D	0.34%	0.23%	0.23%
AMP	A	0.13%	0.13%	0.13%
AMZN	C	0.95%	2.15%	0.95%
ANSS	D	0.15%	0.01%	0.01%
APO	A	0.03%	0.14%	0.03%
AVB	C	0.18%	0.12%	0.12%
AVGO	B	0.53%	1.11%	0.53%
AXP	A	0.25%	0.34%	0.25%
BAC	B	0.33%	0.36%	0.33%
BDX	C	0.15%	0.11%	0.11%
BK	A	0.49%	0.11%	0.11%
BKNG	B	0.63%	0.19%	0.19%
BLK	A	0.17%	0.24%	0.17%
BMY	A	0.32%	0.23%	0.23%
BRK.A	B	0.44%	0.38%	0.38%
BSX	A	0.51%	0.29%	0.29%
C	B	0.4%	0.01%	0.01%
CB	A	0.25%	0.24%	0.24%
CBRE	C	0.04%	0.17%	0.04%
CHD	D	0.13%	0.09%	0.09%
CHTR	D	0.07%	0.06%	0.06%
CINF	A	0.2%	0.06%	0.06%
CMCSA	B	0.51%	0.24%	0.24%
COF	A	0.15%	0.11%	0.11%
CRWD	D	0.28%	0.01%	0.01%
DGX	D	0.16%	0.02%	0.02%
DHI	C	0.12%	0.07%	0.07%
DHR	D	0.18%	0.23%	0.18%
DIS	D	0.04%	0.24%	0.04%
DOCU	A	0.06%	0.01%	0.01%
EA	D	0.42%	0.01%	0.01%
EBAY	A	1.08%	0.14%	0.14%
EIX	C	0.11%	0.84%	0.11%
ELV	F	0.68%	0.22%	0.22%
EQH	B	0.11%	0.09%	0.09%
EQR	C	0.13%	0.07%	0.07%
FOXA	B	0.11%	0.03%	0.03%
FSLR	C	0.2%	0.2%	0.2%
FTNT	A	0.59%	0.07%	0.07%
GDDY	B	0.23%	0.03%	0.03%
GILD	A	0.5%	0.06%	0.06%
GIS	C	0.1%	0.1%	0.1%
GOOGL	B	1.0%	0.99%	0.99%
GRMN	D	0.23%	0.06%	0.06%
GS	B	0.45%	0.05%	0.05%
HBAN	B	0.23%	0.02%	0.02%
HD	A	0.69%	0.58%	0.58%
HEI	C	0.27%	0.02%	0.02%
HLT	A	0.2%	0.02%	0.02%
HOLX	D	0.12%	0.05%	0.05%
HPE	B	0.85%	0.15%	0.15%
HSY	D	0.19%	0.06%	0.06%
HUM	F	0.26%	0.06%	0.06%
ICE	A	0.11%	0.13%	0.11%
IDXX	D	0.1%	0.07%	0.07%
INCY	B	0.21%	0.01%	0.01%
INTC	D	0.22%	0.17%	0.17%
INTU	F	0.29%	0.27%	0.27%
IRM	B	0.38%	0.06%	0.06%
ISRG	C	0.32%	0.28%	0.28%
JNJ	D	0.78%	0.64%	0.64%
JPM	C	0.31%	0.91%	0.31%
KVUE	C	0.18%	0.01%	0.01%
LLY	D	0.6%	1.1%	0.6%
LOW	C	0.75%	0.25%	0.25%
LYV	A	0.03%	0.04%	0.03%
MCD	A	0.03%	0.37%	0.03%
MCO	D	0.4%	0.22%	0.22%
MDT	C	0.3%	0.23%	0.23%
MET	A	0.08%	0.21%	0.08%
META	A	1.08%	1.67%	1.08%
MKL	B	0.04%	0.07%	0.04%
MMM	C	0.02%	0.03%	0.02%
MRK	F	0.54%	0.55%	0.54%
MRVL	C	0.03%	0.1%	0.03%
MS	A	0.35%	0.2%	0.2%
MSFT	D	0.83%	4.05%	0.83%
MTB	A	0.36%	0.08%	0.08%
MTCH	B	0.74%	0.01%	0.01%
MTD	C	0.65%	0.07%	0.07%
MU	D	0.39%	0.09%	0.09%
NFLX	A	0.52%	0.42%	0.42%
NOW	B	0.75%	0.33%	0.33%
NTAP	D	0.83%	0.06%	0.06%
NVDA	B	0.96%	3.81%	0.96%
NVR	C	0.34%	0.03%	0.03%
NXPI	F	0.88%	0.01%	0.01%
O	C	0.09%	0.07%	0.07%
ORCL	A	0.94%	0.54%	0.54%
PANW	B	0.45%	0.12%	0.12%
PFE	D	0.23%	0.22%	0.22%
PGR	B	0.2%	0.22%	0.2%
PHM	C	0.27%	0.04%	0.04%
PINS	D	0.56%	0.02%	0.02%
PNC	C	0.36%	0.16%	0.16%
PRU	B	0.26%	0.14%	0.14%
QCOM	D	0.92%	0.27%	0.27%
REGN	D	0.59%	0.14%	0.14%
RF	B	0.26%	0.06%	0.06%
RJF	B	0.1%	0.03%	0.03%
RMD	C	0.22%	0.07%	0.07%
ROP	D	0.08%	0.02%	0.02%
ROST	D	0.18%	0.09%	0.09%
SNAP	D	0.42%	0.01%	0.01%
SPG	A	0.17%	0.14%	0.14%
SPGI	C	0.15%	0.39%	0.15%
STE	D	0.05%	0.03%	0.03%
STT	A	0.3%	0.02%	0.02%
SWKS	F	0.41%	0.01%	0.01%
SYF	A	0.2%	0.07%	0.07%
SYK	C	0.39%	0.23%	0.23%
T	B	0.51%	0.18%	0.18%
TDG	A	0.24%	0.14%	0.14%
TGT	C	0.37%	0.02%	0.02%
TJX	D	0.63%	0.35%	0.35%
TMO	D	0.39%	0.38%	0.38%
TMUS	A	0.62%	0.11%	0.11%
TROW	D	0.12%	0.04%	0.04%
TXN	C	0.92%	0.26%	0.26%
UBER	C	0.36%	0.17%	0.17%
UNH	B	0.58%	0.75%	0.58%
USB	C	0.26%	0.11%	0.11%
VEEV	C	0.09%	0.03%	0.03%
VICI	C	0.16%	0.03%	0.03%
VRSN	C	0.07%	0.01%	0.01%
VRTX	D	0.68%	0.14%	0.14%
VTR	C	0.09%	0.06%	0.06%
VZ	C	0.39%	0.22%	0.22%
WAT	B	0.2%	0.02%	0.02%
WELL	C	0.3%	0.14%	0.14%
WFC	B	0.31%	0.19%	0.19%
WMT	A	0.81%	0.34%	0.34%
XRX	D	0.4%	0.03%	0.03%
YUM	C	0.29%	0.08%	0.08%
ZBH	F	0.11%	0.04%	0.04%
ZTS	C	0.46%	0.18%	0.18%

HLGE Overweight 191 Positions Relative to NZAC

Symbol	Grade	Weight
CARG	C	1.0%
STX	C	0.9%
CARS	F	0.86%
YELP	D	0.83%
DELL	C	0.81%
WDC	C	0.8%
HPQ	B	0.8%
CVLT	B	0.8%
PSTG	F	0.79%
MPWR	B	0.77%
CL	D	0.77%
JWN	D	0.73%
MCHP	F	0.72%
DLB	D	0.7%
CRUS	D	0.69%
FICO	C	0.68%
PRGS	A	0.67%
DDS	D	0.67%
PI	A	0.66%
OLED	B	0.66%
LMT	A	0.62%
GM	D	0.59%
TRIP	D	0.57%
AXNX	A	0.57%
MCK	F	0.57%
M	D	0.54%
KR	C	0.53%
COST	C	0.5%
KO	C	0.48%
HCA	C	0.47%
AMED	D	0.47%
OLLI	C	0.44%
CORT	B	0.43%
VRNS	B	0.42%
ACI	F	0.41%
IAC	C	0.4%
CI	D	0.39%
GD	C	0.38%
DIOD	F	0.38%
GEN	A	0.38%
ON	F	0.37%
RTX	A	0.35%
PEP	F	0.35%
FITB	C	0.34%
PG	D	0.34%
SO	A	0.34%
KMB	D	0.33%
QLYS	F	0.33%
COLL	A	0.33%
DUK	C	0.33%
OGN	F	0.32%
EDR	A	0.32%
CW	A	0.32%
CALM	A	0.31%
ZETA	B	0.31%
MTSI	B	0.3%
UTHR	C	0.28%
SYY	D	0.28%
PEG	A	0.27%
CNC	F	0.26%
ETR	A	0.26%
MCRI	B	0.26%
CDNS	D	0.25%
QRVO	F	0.25%
TENB	D	0.24%
PTC	B	0.24%
SMTC	C	0.24%
KTB	C	0.24%
COR	F	0.23%
NYT	C	0.23%
MSGS	A	0.23%
PPL	C	0.22%
HRB	C	0.22%
POWI	F	0.22%
TYL	D	0.21%
EHC	C	0.21%
LAMR	C	0.21%
SNPS	F	0.21%
WMK	D	0.21%
HON	C	0.21%
PRG	C	0.21%
BJ	B	0.2%
ZUO	F	0.2%
TSCO	A	0.2%
JHG	A	0.2%
RCL	B	0.19%
ACIW	A	0.19%
EXEL	B	0.19%
NOC	B	0.19%
CHE	D	0.18%
ITCI	D	0.18%
LRN	D	0.18%
PSMT	A	0.18%
BOX	C	0.17%
KSS	D	0.17%
ADUS	D	0.17%
TDC	D	0.16%
IMKTA	F	0.16%
FE	C	0.16%
AEP	C	0.15%
SHOO	A	0.15%
FLO	D	0.15%
NHI	C	0.15%
MMSI	C	0.15%
PDCO	F	0.15%
CRVL	C	0.15%
UPBD	F	0.15%
FCNCA	D	0.15%
WSM	C	0.14%
WGO	D	0.14%
CRDO	B	0.14%
LOPE	D	0.14%
APPN	C	0.14%
SHO	B	0.13%
ORI	A	0.13%
AGYS	D	0.12%
SFM	A	0.12%
SQSP	A	0.12%
TFC	D	0.12%
ALKT	D	0.12%
JXN	A	0.11%
LZB	D	0.11%
ED	C	0.11%
BKE	B	0.11%
AVT	B	0.11%
LHX	A	0.11%
BBY	C	0.11%
JEF	A	0.1%
COKE	C	0.1%
MOG.A	C	0.1%
SF	A	0.1%
APP	A	0.09%
KLG	F	0.09%
DTE	B	0.09%
ETSY	F	0.09%
DFIN	B	0.09%
HIMS	C	0.09%
SRE	C	0.08%
BPOP	D	0.08%
VTRS	D	0.08%
UNM	A	0.08%
GOLF	F	0.08%
F	D	0.08%
THO	C	0.08%
PJT	A	0.08%
LNTH	C	0.07%
EVR	C	0.06%
EPC	F	0.06%
PINC	F	0.06%
FTDR	B	0.06%
CAH	B	0.06%
AEE	A	0.06%
DOCS	A	0.06%
OFG	D	0.06%
WOR	F	0.05%
LMAT	A	0.05%
PRDO	D	0.05%
NWL	D	0.05%
WBA	F	0.05%
AXS	A	0.05%
SGH	D	0.05%
VSTO	B	0.05%
CPRX	C	0.05%
NRG	A	0.04%
WEC	B	0.04%
HLI	A	0.04%
ZS	F	0.04%
CASY	D	0.04%
BCO	C	0.04%
MDLZ	D	0.04%
FHI	A	0.04%
CNK	D	0.03%
LTC	D	0.03%
BRBR	A	0.03%
CTRE	C	0.03%
CFG	C	0.03%
MORN	B	0.03%
MANH	A	0.03%
VCTR	A	0.03%
PBH	D	0.03%
TNL	B	0.02%
CASH	C	0.02%
COLM	B	0.02%
WHR	C	0.02%
PFBC	D	0.02%
SNEX	B	0.02%
UE	C	0.01%
ANIP	F	0.01%
AMG	B	0.01%
PIPR	A	0.01%
CVS	D	0.01%

HLGE Underweight 217 Positions Relative to NZAC

Symbol	Grade	Weight
GOOG	B	-1.39%
TSLA	C	-1.05%
V	B	-0.66%
IBM	A	-0.63%
MA	A	-0.61%
SHW	C	-0.56%
NVS	D	-0.45%
XYL	C	-0.39%
ACN	B	-0.38%
CSCO	A	-0.37%
CRM	B	-0.35%
DLR	C	-0.35%
ACM	A	-0.34%
ITW	C	-0.32%
EQIX	C	-0.32%
BABA	A	-0.3%
ETN	B	-0.26%
MSI	A	-0.24%
PH	A	-0.23%
PLD	D	-0.23%
PWR	A	-0.22%
UNP	F	-0.22%
PNR	C	-0.21%
TD	B	-0.21%
MMC	D	-0.2%
GWW	B	-0.19%
ADP	A	-0.19%
KLAC	B	-0.18%
SONY	C	-0.18%
GLW	C	-0.18%
ORLY	A	-0.17%
MELI	D	-0.16%
BX	C	-0.16%
CDW	D	-0.16%
FFIV	B	-0.16%
FAST	C	-0.15%
SCHW	D	-0.15%
SBUX	B	-0.15%
FI	A	-0.15%
TRV	B	-0.14%
HDB	D	-0.14%
JNPR	C	-0.14%
AME	C	-0.14%
DE	C	-0.14%
NKE	D	-0.13%
LI	C	-0.13%
AMAT	C	-0.13%
PYPL	A	-0.12%
PSA	C	-0.12%
INFY	B	-0.12%
DEO	C	-0.12%
IQV	F	-0.12%
HIG	A	-0.12%
CME	A	-0.12%
AMT	D	-0.12%
NEM	C	-0.11%
KKR	A	-0.11%
PPG	D	-0.11%
LRCX	D	-0.11%
AZO	D	-0.1%
PDD	B	-0.1%
TDY	A	-0.1%
FTV	C	-0.1%
AON	A	-0.1%
ENPH	F	-0.1%
APH	D	-0.1%
EW	F	-0.1%
SHOP	B	-0.09%
SCCO	B	-0.09%
CSX	D	-0.09%
KDP	C	-0.09%
WM	B	-0.09%
ESS	D	-0.09%
ALLE	A	-0.09%
REG	C	-0.08%
RVTY	C	-0.08%
WAB	A	-0.08%
CTSH	B	-0.08%
ROK	D	-0.08%
AIZ	B	-0.08%
RS	D	-0.08%
PAYX	B	-0.08%
LIN	C	-0.08%
CCI	D	-0.08%
BR	B	-0.08%
KEYS	B	-0.07%
LEN	C	-0.07%
UPS	D	-0.07%
WRB	C	-0.07%
BXP	B	-0.07%
LULU	D	-0.07%
WTW	C	-0.07%
AJG	C	-0.07%
CMG	C	-0.07%
DFS	A	-0.07%
WIT	C	-0.07%
AFG	A	-0.07%
MUFG	D	-0.07%
TRMB	B	-0.06%
ECL	C	-0.06%
ANET	A	-0.06%
TCOM	A	-0.06%
FIS	A	-0.06%
TTD	A	-0.05%
URI	C	-0.05%
EL	D	-0.05%
BRO	A	-0.05%
PCAR	D	-0.05%
ULTA	D	-0.05%
HSIC	D	-0.05%
BCS	B	-0.04%
CTAS	C	-0.04%
STZ	D	-0.04%
CPRT	B	-0.04%
NTRS	B	-0.04%
BIIB	F	-0.04%
PLTR	A	-0.04%
ALNY	C	-0.04%
NDAQ	C	-0.04%
CPAY	A	-0.04%
GPN	F	-0.04%
ERIE	A	-0.04%
IEX	D	-0.04%
AXON	A	-0.04%
TER	C	-0.04%
BIDU	C	-0.04%
XPEV	C	-0.04%
CEG	A	-0.04%
VRSK	D	-0.04%
UHAL	C	-0.04%
EXR	D	-0.04%
POOL	D	-0.03%
BAX	D	-0.03%
CSGP	F	-0.03%
DLTR	F	-0.03%
MNST	D	-0.03%
BAH	C	-0.03%
ALGN	D	-0.03%
CCEP	C	-0.03%
FOX	B	-0.03%
EFX	D	-0.03%
VLTO	A	-0.03%
IT	A	-0.03%
EG	A	-0.03%
LKQ	F	-0.03%
BURL	C	-0.03%
DXCM	F	-0.03%
CARR	A	-0.03%
SBAC	C	-0.03%
AZN	D	-0.03%
CBOE	B	-0.03%
OMC	C	-0.03%
AVTR	D	-0.03%
ILMN	B	-0.03%
NSC	C	-0.03%
IPG	D	-0.02%
TW	A	-0.02%
LYG	C	-0.02%
TEVA	D	-0.02%
ZM	B	-0.02%
WST	D	-0.02%
ROL	C	-0.02%
BMRN	F	-0.02%
SEIC	B	-0.02%
DASH	A	-0.02%
TT	A	-0.02%
RPRX	D	-0.02%
VRT	B	-0.02%
PODD	C	-0.02%
COIN	F	-0.02%
ZBRA	B	-0.02%
SQ	D	-0.02%
MOH	F	-0.02%
SNOW	F	-0.02%
MAR	A	-0.02%
MRNA	F	-0.02%
ODFL	F	-0.02%
TFX	C	-0.02%
ASAI	F	-0.02%
CTLT	A	-0.02%
BCH	D	-0.02%
WDAY	D	-0.02%
NIO	C	-0.02%
STLD	C	-0.01%
MBAVU	C	-0.01%
BBWI	F	-0.01%
PAYC	D	-0.01%
QGEN	F	-0.01%
MSTR	B	-0.01%
RIVN	F	-0.01%
SQ	D	-0.01%
WYNN	B	-0.01%
EPAM	F	-0.01%
ALB	D	-0.01%
SUI	D	-0.01%
JKHY	A	-0.01%
CLX	C	-0.01%
BIO	B	-0.01%
EXAS	C	-0.01%
FDS	C	-0.01%
TECH	D	-0.01%
MKTX	B	-0.01%
NBIX	F	-0.01%
MAS	C	-0.01%
KB	D	-0.01%
DOC	C	-0.01%
CG	B	-0.01%
TRU	C	-0.01%
Z	C	-0.01%
MKC	C	-0.01%
VMC	D	-0.01%
QFIN	A	-0.01%
SNA	C	-0.01%
WPC	C	-0.01%
ALLY	F	-0.01%
WIT	C	-0.0%
NIO	C	-0.0%