HLGE vs. SCHJ ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to HCM Defender 500 Index ETF (SCHJ)

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

$32.37

Average Daily Volume

494

Number of Holdings ^*

339

* may have additional holdings in another (foreign) market

SCHJ

HCM Defender 500 Index ETF

SCHJ Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 1-5 Year Corporate Bond Index. To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to one year and less than five years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.

Grade (RS Rating)

Last Trade

$24.44

Average Daily Volume

89,713

Number of Holdings ^*

436

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	SCHJ
30 Days	1.74%	-0.15%
60 Days	2.94%	-0.88%
90 Days	4.94%	0.18%
12 Months	28.33%	6.69%

153 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in SCHJ	Overlap
A	D	0.35%	0.02%	0.02%
AAPL	C	0.82%	0.04%	0.04%
ABBV	F	0.33%	0.03%	0.03%
ABT	B	0.33%	0.02%	0.02%
ADBE	C	0.14%	0.01%	0.01%
ADI	D	0.6%	0.02%	0.02%
ADSK	A	0.28%	0.02%	0.02%
AEE	A	0.06%	0.0%	0.0%
AEP	C	0.13%	0.01%	0.01%
AFL	B	0.15%	0.01%	0.01%
AIG	B	0.06%	0.04%	0.04%
ALL	A	0.02%	0.03%	0.02%
AMG	B	0.01%	0.01%	0.01%
AMGN	F	0.3%	0.01%	0.01%
AMP	A	0.15%	0.02%	0.02%
AMZN	C	1.05%	0.04%	0.04%
AVB	B	0.18%	0.01%	0.01%
AVGO	D	0.53%	0.02%	0.02%
AVT	C	0.11%	0.03%	0.03%
AXP	A	0.27%	0.04%	0.04%
BAC	A	0.38%	0.03%	0.03%
BDX	F	0.13%	0.05%	0.05%
BK	A	0.52%	0.01%	0.01%
BKNG	A	0.74%	0.02%	0.02%
BLK	B	0.18%	0.07%	0.07%
BMY	B	0.35%	0.02%	0.02%
BSX	A	0.52%	0.0%	0.0%
C	A	0.44%	0.03%	0.03%
CAH	B	0.06%	0.02%	0.02%
CB	C	0.24%	0.02%	0.02%
CFG	B	0.03%	0.02%	0.02%
CHD	A	0.13%	0.01%	0.01%
CHTR	C	0.08%	0.06%	0.06%
CI	D	0.35%	0.02%	0.02%
CL	D	0.67%	0.0%	0.0%
CMCSA	B	0.54%	0.01%	0.01%
COF	C	0.19%	0.01%	0.01%
COST	A	0.51%	0.0%	0.0%
CVS	D	0.01%	0.01%	0.01%
DELL	B	0.94%	0.04%	0.04%
DGX	A	0.16%	0.03%	0.03%
DHI	F	0.1%	0.02%	0.02%
DHR	F	0.15%	0.01%	0.01%
DIS	B	0.04%	0.04%	0.04%
DTE	C	0.08%	0.01%	0.01%
DUK	C	0.31%	0.02%	0.02%
EA	A	0.47%	0.03%	0.03%
EBAY	D	1.01%	0.03%	0.03%
ED	C	0.1%	0.03%	0.03%
EIX	B	0.1%	0.0%	0.0%
EQH	C	0.12%	0.02%	0.02%
EQR	C	0.13%	0.03%	0.03%
ETR	B	0.28%	0.02%	0.02%
FCNCA	A	0.18%	0.0%	0.0%
FE	C	0.14%	0.01%	0.01%
FITB	B	0.37%	0.01%	0.01%
FOXA	A	0.14%	0.04%	0.04%
FTNT	C	0.72%	0.03%	0.03%
GD	D	0.35%	0.02%	0.02%
GILD	C	0.54%	0.07%	0.07%
GIS	D	0.08%	0.01%	0.01%
GM	C	0.74%	0.01%	0.01%
GOOGL	C	1.03%	0.03%	0.03%
GS	A	0.53%	0.05%	0.05%
HBAN	A	0.28%	0.02%	0.02%
HCA	F	0.39%	0.04%	0.04%
HD	B	0.67%	0.01%	0.01%
HON	C	0.23%	0.04%	0.04%
HPE	B	0.89%	0.03%	0.03%
HPQ	B	0.82%	0.1%	0.1%
HRB	D	0.2%	0.02%	0.02%
HSY	F	0.17%	0.01%	0.01%
HUM	C	0.25%	0.01%	0.01%
ICE	C	0.11%	0.02%	0.02%
INTC	C	0.23%	0.02%	0.02%
INTU	B	0.33%	0.02%	0.02%
JEF	A	0.11%	0.04%	0.04%
JHG	B	0.24%	0.03%	0.03%
JNJ	C	0.73%	0.02%	0.02%
JPM	A	0.36%	0.02%	0.02%
KMB	C	0.3%	0.02%	0.02%
KO	D	0.41%	0.05%	0.05%
KR	B	0.54%	0.02%	0.02%
KSS	F	0.15%	0.02%	0.02%
LHX	C	0.11%	0.03%	0.03%
LLY	F	0.52%	0.02%	0.02%
LMT	D	0.54%	0.02%	0.02%
LOW	C	0.73%	0.01%	0.01%
MCD	D	0.03%	0.01%	0.01%
MCHP	F	0.6%	0.05%	0.05%
MCK	A	0.68%	0.01%	0.01%
MCO	B	0.4%	0.02%	0.02%
MDLZ	F	0.04%	0.03%	0.03%
MDT	D	0.28%	0.1%	0.1%
MET	A	0.08%	0.02%	0.02%
MMM	D	0.02%	0.02%	0.02%
MRK	D	0.46%	0.05%	0.05%
MRVL	B	0.04%	0.02%	0.02%
MS	A	0.44%	0.03%	0.03%
MSFT	D	0.83%	0.05%	0.05%
MTB	A	0.43%	0.01%	0.01%
MU	D	0.38%	0.03%	0.03%
NOC	D	0.17%	0.04%	0.04%
NTAP	C	0.79%	0.02%	0.02%
NVDA	B	1.17%	0.03%	0.03%
NXPI	D	0.83%	0.02%	0.02%
O	C	0.08%	0.01%	0.01%
ORCL	A	1.03%	0.06%	0.06%
ORI	A	0.14%	0.03%	0.03%
PEG	A	0.25%	0.02%	0.02%
PEP	F	0.33%	0.02%	0.02%
PFE	F	0.21%	0.03%	0.03%
PG	C	0.32%	0.02%	0.02%
PHM	D	0.23%	0.03%	0.03%
PNC	B	0.41%	0.02%	0.02%
PPL	A	0.21%	0.04%	0.04%
PRU	A	0.27%	0.01%	0.01%
QCOM	F	0.89%	0.02%	0.02%
RF	A	0.29%	0.05%	0.05%
ROP	B	0.08%	0.01%	0.01%
ROST	D	0.17%	0.02%	0.02%
RTX	D	0.32%	0.02%	0.02%
SF	B	0.13%	0.05%	0.05%
SO	C	0.32%	0.0%	0.0%
SPG	A	0.18%	0.02%	0.02%
SPGI	C	0.14%	0.04%	0.04%
SRE	A	0.08%	0.02%	0.02%
STT	B	0.31%	0.01%	0.01%
SWKS	F	0.36%	0.03%	0.03%
SYF	B	0.25%	0.05%	0.05%
SYK	B	0.4%	0.02%	0.02%
SYY	D	0.27%	0.02%	0.02%
T	A	0.5%	0.01%	0.01%
TFC	A	0.13%	0.02%	0.02%
TGT	F	0.37%	0.05%	0.05%
TJX	A	0.63%	0.02%	0.02%
TMO	F	0.33%	0.03%	0.03%
TMUS	B	0.7%	0.06%	0.06%
TXN	C	0.92%	0.0%	0.0%
UNH	B	0.57%	0.01%	0.01%
UNM	A	0.09%	0.02%	0.02%
USB	A	0.28%	0.03%	0.03%
VRSN	C	0.07%	0.03%	0.03%
VTR	B	0.08%	0.01%	0.01%
VZ	C	0.34%	0.02%	0.02%
WBA	F	0.05%	0.06%	0.05%
WEC	A	0.04%	0.02%	0.02%
WELL	A	0.3%	0.0%	0.0%
WFC	A	0.39%	0.02%	0.02%
WHR	B	0.02%	0.0%	0.0%
WMT	A	0.82%	0.03%	0.03%
ZBH	C	0.11%	0.01%	0.01%
ZTS	D	0.41%	0.02%	0.02%

HLGE Overweight 186 Positions Relative to SCHJ

Symbol	Grade	Weight
CARG	B	1.18%
META	D	1.06%
CARS	C	0.94%
CVLT	B	0.89%
NOW	A	0.88%
YELP	C	0.86%
FICO	B	0.81%
PSTG	D	0.79%
STX	C	0.79%
JWN	D	0.76%
DDS	B	0.75%
WDC	D	0.74%
VRTX	D	0.68%
DLB	B	0.66%
PRGS	A	0.66%
MTCH	D	0.6%
NFLX	A	0.6%
CRUS	D	0.57%
TRIP	F	0.57%
AXNX	A	0.57%
PI	D	0.56%
ELV	F	0.53%
OLED	F	0.53%
M	F	0.53%
MTD	F	0.53%
PANW	B	0.52%
CORT	B	0.49%
PINS	F	0.49%
MPWR	F	0.48%
BRK.A	B	0.44%
REGN	F	0.43%
AMED	F	0.43%
SNAP	D	0.42%
ACI	C	0.41%
OLLI	D	0.41%
GEN	B	0.41%
VRNS	D	0.39%
QLYS	B	0.38%
IAC	F	0.36%
CALM	A	0.36%
CRWD	B	0.35%
ISRG	A	0.35%
IRM	C	0.35%
ON	D	0.34%
CW	C	0.34%
UBER	F	0.34%
MTSI	B	0.34%
XRX	F	0.33%
DIOD	D	0.32%
EDR	A	0.31%
UTHR	C	0.3%
NVR	D	0.3%
HEI	A	0.28%
GRMN	B	0.28%
MCRI	A	0.28%
CDNS	B	0.28%
YUM	D	0.28%
GDDY	A	0.27%
SMTC	B	0.26%
PTC	B	0.26%
KTB	B	0.26%
RCL	A	0.25%
EXEL	B	0.25%
OGN	F	0.25%
TENB	C	0.24%
INCY	C	0.24%
SNPS	B	0.24%
MSGS	A	0.24%
COLL	F	0.24%
COR	B	0.24%
WMK	C	0.23%
ZUO	B	0.23%
RMD	C	0.22%
POWI	F	0.22%
NYT	D	0.22%
ITCI	C	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%
EHC	B	0.21%
BJ	A	0.2%
SMCI	F	0.2%
LAMR	C	0.2%
PGR	A	0.2%
CNC	D	0.2%
WAT	C	0.2%
ACIW	B	0.2%
TSCO	D	0.19%
CRDO	B	0.19%
BOX	B	0.18%
ZETA	D	0.18%
KVUE	A	0.18%
APP	B	0.18%
PSMT	D	0.17%
ANSS	B	0.16%
FSLR	F	0.16%
LOPE	C	0.16%
ADUS	D	0.16%
APPN	B	0.16%
CRVL	B	0.16%
UPBD	B	0.16%
AMD	F	0.16%
QRVO	F	0.16%
CHE	D	0.16%
IMKTA	C	0.16%
VICI	C	0.15%
SFM	A	0.15%
MMSI	A	0.15%
TDC	D	0.15%
NHI	D	0.14%
PDCO	F	0.14%
FLO	D	0.14%
WGO	C	0.14%
ALKT	B	0.14%
SHOO	F	0.13%
AGYS	A	0.13%
RJF	A	0.13%
TROW	B	0.13%
WSM	C	0.12%
BKE	B	0.12%
SHO	D	0.12%
JXN	C	0.12%
LZB	B	0.11%
MOG.A	B	0.11%
HOLX	D	0.11%
VEEV	C	0.1%
PJT	A	0.1%
HIMS	B	0.1%
BBY	D	0.1%
KLG	B	0.09%
ETSY	D	0.09%
COKE	C	0.09%
THO	B	0.08%
VTRS	A	0.08%
F	C	0.08%
DFIN	D	0.08%
GOLF	B	0.08%
IDXX	F	0.08%
PINC	B	0.07%
FTDR	B	0.07%
DOCU	B	0.07%
BPOP	C	0.07%
DOCS	C	0.07%
ACGL	C	0.06%
AXS	A	0.06%
PRDO	B	0.06%
CPRX	C	0.06%
NWL	C	0.06%
VSTO	A	0.06%
ABNB	C	0.06%
EVR	B	0.06%
OFG	B	0.06%
ZS	B	0.05%
FHI	B	0.05%
LMAT	A	0.05%
LNTH	D	0.05%
EPC	F	0.05%
NRG	B	0.04%
VCTR	B	0.04%
CBRE	B	0.04%
PBH	A	0.04%
APO	B	0.04%
MKL	A	0.04%
WOR	F	0.04%
CASY	A	0.04%
STE	D	0.04%
HLI	A	0.04%
LTC	B	0.03%
PFBC	B	0.03%
CTRE	C	0.03%
SNEX	B	0.03%
CNK	C	0.03%
BRBR	A	0.03%
MORN	B	0.03%
LYV	A	0.03%
MANH	D	0.03%
BCO	F	0.03%
COLM	C	0.02%
TNL	A	0.02%
CASH	B	0.02%
ANIP	F	0.01%
UE	B	0.01%
PIPR	A	0.01%

HLGE Underweight 283 Positions Relative to SCHJ

Symbol	Grade	Weight
CARR	C	-0.1%
BIIB	F	-0.1%
COP	C	-0.09%
BABA	D	-0.09%
DD	C	-0.09%
V	A	-0.09%
TAP	C	-0.08%
OTIS	C	-0.07%
KLAC	F	-0.07%
CME	B	-0.07%
STLA	F	-0.07%
NI	A	-0.06%
ETN	A	-0.05%
SJM	D	-0.05%
EMN	C	-0.05%
ADP	A	-0.05%
HRL	D	-0.05%
ATO	A	-0.05%
VRSK	A	-0.05%
BERY	C	-0.05%
DLTR	F	-0.05%
ITW	B	-0.04%
UHS	D	-0.04%
DXC	B	-0.04%
AMAT	F	-0.04%
NTRS	A	-0.04%
CMA	B	-0.04%
BHP	F	-0.04%
FDX	B	-0.04%
MLM	C	-0.04%
WLK	D	-0.04%
JBHT	C	-0.04%
DOW	F	-0.04%
VFC	C	-0.04%
PH	A	-0.04%
MA	B	-0.04%
MOS	F	-0.04%
RPRX	D	-0.04%
GSK	F	-0.04%
LUV	C	-0.04%
SBUX	A	-0.04%
AMCR	C	-0.03%
TPR	B	-0.03%
FAF	A	-0.03%
KEYS	A	-0.03%
VMC	B	-0.03%
HP	C	-0.03%
THG	A	-0.03%
DLR	B	-0.03%
BWA	D	-0.03%
IFF	D	-0.03%
EMR	B	-0.03%
KMPR	A	-0.03%
HAS	D	-0.03%
CLX	A	-0.03%
MAIN	A	-0.03%
TEL	B	-0.03%
RL	C	-0.03%
GP	F	-0.03%
TME	D	-0.03%
GWW	B	-0.03%
BC	C	-0.03%
LII	A	-0.03%
JBL	C	-0.03%
SNX	D	-0.03%
AN	C	-0.03%
LDOS	C	-0.03%
MHK	D	-0.03%
WB	D	-0.03%
BAX	F	-0.03%
CE	F	-0.03%
FRT	B	-0.03%
OPI	F	-0.03%
FTV	C	-0.03%
JD	D	-0.03%
MSI	B	-0.03%
AWH	F	-0.03%
JCI	B	-0.03%
IP	A	-0.03%
PVH	C	-0.03%
VNT	C	-0.03%
BKU	A	-0.03%
CNO	B	-0.03%
KEY	B	-0.03%
SWK	D	-0.03%
DG	F	-0.03%
MKC	C	-0.03%
FANG	C	-0.03%
EVRG	A	-0.03%
ALLY	C	-0.03%
HAL	C	-0.03%
TT	A	-0.03%
MPC	D	-0.03%
VLO	C	-0.03%
WMB	A	-0.03%
LVS	B	-0.03%
EPD	A	-0.03%
EXC	C	-0.03%
FIS	C	-0.03%
PYPL	B	-0.03%
ARCC	A	-0.03%
BIDU	F	-0.03%
CSCO	B	-0.03%
GE	D	-0.03%
IBM	C	-0.03%
XOM	B	-0.03%
HSBC	A	-0.03%
TSLX	C	-0.02%
TCPC	C	-0.02%
FNB	A	-0.02%
VLY	B	-0.02%
SNV	C	-0.02%
WAL	B	-0.02%
ALLE	C	-0.02%
AIZ	A	-0.02%
APD	A	-0.02%
DOV	A	-0.02%
LEG	F	-0.02%
RGA	A	-0.02%
SBRA	C	-0.02%
OCSL	F	-0.02%
GXO	B	-0.02%
HTGC	D	-0.02%
NEU	D	-0.02%
BCSF	C	-0.02%
CTVA	C	-0.02%
PSEC	D	-0.02%
AGO	B	-0.02%
RNR	C	-0.02%
HES	B	-0.02%
TRMB	B	-0.02%
ADM	D	-0.02%
KRC	B	-0.02%
TKR	D	-0.02%
OC	A	-0.02%
JNPR	D	-0.02%
RS	B	-0.02%
PNW	A	-0.02%
ILMN	C	-0.02%
G	B	-0.02%
RPM	A	-0.02%
EL	F	-0.02%
GBDC	D	-0.02%
FHN	A	-0.02%
CF	A	-0.02%
STLD	B	-0.02%
DAL	B	-0.02%
LNC	C	-0.02%
LNT	A	-0.02%
HOG	D	-0.02%
PKG	A	-0.02%
HUBB	B	-0.02%
LAZ	B	-0.02%
BR	A	-0.02%
GSBD	F	-0.02%
TDY	B	-0.02%
BKH	A	-0.02%
VOYA	B	-0.02%
SLG	B	-0.02%
PFG	D	-0.02%
NUE	C	-0.02%
WPC	C	-0.02%
WM	B	-0.02%
ROK	C	-0.02%
BG	D	-0.02%
L	A	-0.02%
SHW	B	-0.02%
AON	A	-0.02%
HII	F	-0.02%
LYB	F	-0.02%
H	B	-0.02%
ARE	F	-0.02%
CNP	A	-0.02%
CNA	C	-0.02%
NNN	C	-0.02%
UAL	A	-0.02%
EQIX	A	-0.02%
AWK	C	-0.02%
R	B	-0.02%
DVN	F	-0.02%
XEL	A	-0.02%
WAB	B	-0.02%
SITC	D	-0.02%
ORLY	B	-0.02%
NDAQ	A	-0.02%
LEN	D	-0.02%
EXPE	B	-0.02%
D	C	-0.02%
LH	B	-0.02%
AGR	A	-0.02%
PM	B	-0.02%
K	A	-0.02%
CNH	C	-0.02%
HST	C	-0.02%
GLPI	C	-0.02%
STZ	D	-0.02%
CRM	B	-0.02%
MO	A	-0.02%
GPN	B	-0.02%
CAT	B	-0.02%
CM	A	-0.02%
TSN	B	-0.02%
AL	B	-0.02%
UPS	C	-0.02%
MMC	B	-0.02%
SLB	C	-0.02%
VOD	F	-0.02%
KDP	F	-0.02%
MAR	A	-0.02%
EOG	A	-0.02%
BXP	C	-0.02%
AER	A	-0.02%
BNS	A	-0.02%
DB	D	-0.02%
OMC	C	-0.02%
PCG	A	-0.02%
DFS	B	-0.02%
RY	A	-0.02%
MUFG	B	-0.02%
CVX	A	-0.02%
NWG	A	-0.02%
NEM	D	-0.01%
BEN	C	-0.01%
VNO	C	-0.01%
BRO	B	-0.01%
ALB	B	-0.01%
PDM	D	-0.01%
ARW	D	-0.01%
CSL	C	-0.01%
OGE	A	-0.01%
MAA	B	-0.01%
CSX	C	-0.01%
OHI	C	-0.01%
EFX	F	-0.01%
RSG	A	-0.01%
CP	F	-0.01%
NKE	F	-0.01%
WEST	C	-0.01%
ES	C	-0.01%
PSA	C	-0.01%
CPB	D	-0.01%
PPG	F	-0.01%
OGS	A	-0.01%
LRCX	F	-0.01%
PAA	B	-0.01%
APTV	F	-0.01%
KMI	A	-0.01%
NFG	A	-0.01%
SCHW	B	-0.01%
CAG	F	-0.01%
CCI	C	-0.01%
PSX	C	-0.01%
BMO	A	-0.01%
TD	D	-0.01%
AMT	C	-0.01%
AZN	F	-0.01%
BA	F	-0.01%
CTRA	B	-0.0%
CMS	C	-0.0%
SCCO	F	-0.0%
CMI	A	-0.0%
PCAR	B	-0.0%
KIM	A	-0.0%
FLEX	B	-0.0%
CUBE	C	-0.0%
APH	A	-0.0%
AZO	C	-0.0%
ESS	B	-0.0%
BDN	C	-0.0%
BRX	A	-0.0%
NSC	B	-0.0%
WU	F	-0.0%
IVZ	B	-0.0%
TXT	D	-0.0%
UNP	C	-0.0%
LIN	C	-0.0%
OKE	A	-0.0%
AES	F	-0.0%
DOC	C	-0.0%
FSK	A	-0.0%
MPLX	A	-0.0%
DE	B	-0.0%
NEE	C	-0.0%