HLGE vs. SCHV ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to Schwab U.S. Large-Cap Value ETF (SCHV)
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
SCHV

Schwab U.S. Large-Cap Value ETF

SCHV Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the large-cap value portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "value" based on a number of factors. The index is a float-adjusted market capitalization weighted index.

Grade (RS Rating)

Last Trade

$27.80

Average Daily Volume

889,709

Number of Holdings *

512

* may have additional holdings in another (foreign) market
Performance
Period HLGE SCHV
30 Days 3.61% 3.08%
60 Days 3.94% 4.55%
90 Days 5.95% 6.85%
12 Months 29.57% 28.96%
155 Overlapping Holdings
Symbol Grade Weight in HLGE Weight in SCHV Overlap
A D 0.35% 0.16% 0.16%
ABBV D 0.33% 1.22% 0.33%
ABT B 0.33% 0.82% 0.33%
ACGL D 0.06% 0.15% 0.06%
ACI C 0.41% 0.03% 0.03%
ADI D 0.6% 0.43% 0.43%
AEE A 0.06% 0.1% 0.06%
AEP D 0.13% 0.2% 0.13%
AFL B 0.15% 0.23% 0.15%
AIG B 0.06% 0.2% 0.06%
ALL A 0.02% 0.21% 0.02%
AMGN D 0.3% 0.66% 0.3%
AMP A 0.15% 0.22% 0.15%
AVB B 0.18% 0.13% 0.13%
AXP A 0.27% 0.66% 0.27%
BAC A 0.38% 1.26% 0.38%
BBY D 0.1% 0.07% 0.07%
BDX F 0.13% 0.27% 0.13%
BJ A 0.2% 0.05% 0.05%
BK A 0.52% 0.23% 0.23%
BMY B 0.35% 0.48% 0.35%
BRK.A B 0.44% 3.48% 0.44%
BSX B 0.52% 0.53% 0.52%
C A 0.44% 0.53% 0.44%
CAH B 0.06% 0.12% 0.06%
CB C 0.24% 0.43% 0.24%
CBRE B 0.04% 0.17% 0.04%
CFG B 0.03% 0.08% 0.03%
CHD B 0.13% 0.11% 0.11%
CI F 0.35% 0.38% 0.35%
CINF A 0.21% 0.1% 0.1%
CL D 0.67% 0.3% 0.3%
CMCSA B 0.54% 0.69% 0.54%
CNC D 0.2% 0.12% 0.12%
COF B 0.19% 0.29% 0.19%
COR B 0.24% 0.18% 0.18%
CVS D 0.01% 0.28% 0.01%
CW B 0.34% 0.06% 0.06%
DGX A 0.16% 0.07% 0.07%
DHI D 0.1% 0.19% 0.1%
DIS B 0.04% 0.76% 0.04%
DTE C 0.08% 0.1% 0.08%
DUK C 0.31% 0.35% 0.31%
EA A 0.47% 0.16% 0.16%
EBAY D 1.01% 0.12% 0.12%
ED D 0.1% 0.13% 0.1%
EHC B 0.21% 0.04% 0.04%
EIX B 0.1% 0.13% 0.1%
EQH B 0.12% 0.06% 0.06%
EQR B 0.13% 0.1% 0.1%
ETR B 0.28% 0.13% 0.13%
F C 0.08% 0.18% 0.08%
FE C 0.14% 0.09% 0.09%
FITB A 0.37% 0.13% 0.13%
FOXA B 0.14% 0.07% 0.07%
GD F 0.35% 0.33% 0.33%
GEN B 0.41% 0.07% 0.07%
GILD C 0.54% 0.47% 0.47%
GIS D 0.08% 0.15% 0.08%
GM B 0.74% 0.26% 0.26%
GRMN B 0.28% 0.13% 0.13%
GS A 0.53% 0.76% 0.53%
HBAN A 0.28% 0.1% 0.1%
HCA F 0.39% 0.26% 0.26%
HD A 0.67% 1.65% 0.67%
HOLX D 0.11% 0.07% 0.07%
HON B 0.23% 0.62% 0.23%
HPE B 0.89% 0.12% 0.12%
HPQ B 0.82% 0.15% 0.15%
HSY F 0.17% 0.11% 0.11%
ICE C 0.11% 0.36% 0.11%
INCY C 0.24% 0.05% 0.05%
INTC D 0.23% 0.43% 0.23%
IRM D 0.35% 0.14% 0.14%
JEF A 0.11% 0.05% 0.05%
JNJ D 0.73% 1.5% 0.73%
JPM A 0.36% 2.78% 0.36%
KMB D 0.3% 0.18% 0.18%
KO D 0.41% 0.99% 0.41%
KR B 0.54% 0.16% 0.16%
KVUE A 0.18% 0.18% 0.18%
LAMR D 0.2% 0.05% 0.05%
LHX C 0.11% 0.2% 0.11%
LMT D 0.54% 0.48% 0.48%
LOW D 0.73% 0.63% 0.63%
MANH D 0.03% 0.07% 0.03%
MCD D 0.03% 0.87% 0.03%
MCHP D 0.6% 0.14% 0.14%
MDLZ F 0.04% 0.36% 0.04%
MDT D 0.28% 0.46% 0.28%
MET A 0.08% 0.2% 0.08%
MMM D 0.02% 0.29% 0.02%
MORN B 0.03% 0.04% 0.03%
MRK F 0.46% 1.01% 0.46%
MS A 0.44% 0.67% 0.44%
MTB A 0.43% 0.14% 0.14%
MTCH D 0.6% 0.03% 0.03%
MU D 0.38% 0.45% 0.38%
NOC D 0.17% 0.29% 0.17%
NRG B 0.04% 0.08% 0.04%
NTAP C 0.79% 0.1% 0.1%
NXPI D 0.83% 0.23% 0.23%
O D 0.08% 0.2% 0.08%
ON D 0.34% 0.12% 0.12%
ORCL B 1.03% 1.23% 1.03%
ORI A 0.14% 0.04% 0.04%
PEG A 0.25% 0.18% 0.18%
PEP F 0.33% 0.92% 0.33%
PFE D 0.21% 0.61% 0.21%
PG A 0.32% 1.59% 0.32%
PHM D 0.23% 0.11% 0.11%
PNC B 0.41% 0.34% 0.34%
PPL B 0.21% 0.1% 0.1%
PRU A 0.27% 0.18% 0.18%
QCOM F 0.89% 0.72% 0.72%
RCL A 0.25% 0.22% 0.22%
RF A 0.29% 0.1% 0.1%
RJF A 0.13% 0.12% 0.12%
ROST C 0.17% 0.19% 0.17%
RTX C 0.32% 0.67% 0.32%
SNAP C 0.42% 0.05% 0.05%
SO D 0.32% 0.39% 0.32%
SPG B 0.18% 0.22% 0.18%
SRE A 0.08% 0.24% 0.08%
STE F 0.04% 0.09% 0.04%
STT A 0.31% 0.12% 0.12%
STX D 0.79% 0.08% 0.08%
SWKS F 0.36% 0.05% 0.05%
SYF B 0.25% 0.1% 0.1%
SYK C 0.4% 0.54% 0.4%
SYY B 0.27% 0.15% 0.15%
T A 0.5% 0.65% 0.5%
TFC A 0.13% 0.25% 0.13%
TGT F 0.37% 0.29% 0.29%
TJX A 0.63% 0.56% 0.56%
TROW B 0.13% 0.11% 0.11%
TSCO D 0.19% 0.12% 0.12%
TXN C 0.92% 0.76% 0.76%
UNM A 0.09% 0.05% 0.05%
USB A 0.28% 0.32% 0.28%
UTHR C 0.3% 0.07% 0.07%
VICI C 0.15% 0.13% 0.13%
VRSN F 0.07% 0.06% 0.06%
VTR C 0.08% 0.11% 0.08%
VTRS A 0.08% 0.06% 0.06%
VZ C 0.34% 0.7% 0.34%
WBA F 0.05% 0.03% 0.03%
WDC D 0.74% 0.08% 0.08%
WEC A 0.04% 0.13% 0.04%
WELL A 0.3% 0.32% 0.3%
WFC A 0.39% 1.0% 0.39%
WMT A 0.82% 1.51% 0.82%
WSM B 0.12% 0.07% 0.07%
YUM B 0.28% 0.15% 0.15%
ZBH C 0.11% 0.09% 0.09%
HLGE Overweight 184 Positions Relative to SCHV
Symbol Grade Weight
CARG C 1.18%
NVDA C 1.17%
META D 1.06%
AMZN C 1.05%
GOOGL C 1.03%
DELL C 0.94%
CARS B 0.94%
CVLT B 0.89%
NOW A 0.88%
YELP C 0.86%
MSFT F 0.83%
AAPL C 0.82%
FICO B 0.81%
PSTG D 0.79%
JWN C 0.76%
DDS B 0.75%
BKNG A 0.74%
FTNT C 0.72%
TMUS B 0.7%
VRTX F 0.68%
MCK B 0.68%
DLB B 0.66%
PRGS A 0.66%
NFLX A 0.6%
UNH C 0.57%
CRUS D 0.57%
TRIP F 0.57%
AXNX C 0.57%
PI D 0.56%
ELV F 0.53%
OLED D 0.53%
AVGO D 0.53%
M D 0.53%
MTD D 0.53%
LLY F 0.52%
PANW C 0.52%
COST B 0.51%
CORT B 0.49%
PINS D 0.49%
MPWR F 0.48%
REGN F 0.43%
AMED F 0.43%
ZTS D 0.41%
OLLI D 0.41%
MCO B 0.4%
VRNS D 0.39%
QLYS C 0.38%
IAC D 0.36%
CALM A 0.36%
CRWD B 0.35%
ISRG A 0.35%
UBER D 0.34%
MTSI B 0.34%
XRX F 0.33%
INTU C 0.33%
TMO F 0.33%
DIOD D 0.32%
EDR A 0.31%
NVR D 0.3%
HEI B 0.28%
MCRI A 0.28%
CDNS B 0.28%
ADSK A 0.28%
GDDY A 0.27%
SMTC B 0.26%
PTC A 0.26%
KTB B 0.26%
EXEL B 0.25%
OGN D 0.25%
HUM C 0.25%
TENB C 0.24%
SNPS B 0.24%
JHG A 0.24%
MSGS A 0.24%
COLL F 0.24%
WMK C 0.23%
ZUO B 0.23%
RMD C 0.22%
POWI D 0.22%
NYT C 0.22%
ITCI C 0.21%
TDG D 0.21%
LRN A 0.21%
PRG C 0.21%
HLT A 0.21%
TYL B 0.21%
SMCI F 0.2%
PGR A 0.2%
HRB D 0.2%
WAT B 0.2%
ACIW B 0.2%
CRDO B 0.19%
BOX B 0.18%
ZETA D 0.18%
FCNCA A 0.18%
APP B 0.18%
BLK C 0.18%
PSMT C 0.17%
ANSS B 0.16%
FSLR F 0.16%
LOPE B 0.16%
ADUS D 0.16%
APPN B 0.16%
CRVL A 0.16%
UPBD B 0.16%
AMD F 0.16%
QRVO F 0.16%
CHE D 0.16%
IMKTA C 0.16%
KSS F 0.15%
SFM A 0.15%
DHR F 0.15%
MMSI B 0.15%
TDC D 0.15%
NHI D 0.14%
ADBE C 0.14%
PDCO D 0.14%
FLO D 0.14%
WGO C 0.14%
ALKT B 0.14%
SPGI C 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%
LZB B 0.11%
AVT C 0.11%
MOG.A B 0.11%
VEEV C 0.1%
PJT A 0.1%
HIMS B 0.1%
KLG C 0.09%
ETSY D 0.09%
COKE C 0.09%
CHTR C 0.08%
THO B 0.08%
DFIN D 0.08%
GOLF B 0.08%
ROP B 0.08%
IDXX F 0.08%
PINC B 0.07%
FTDR A 0.07%
DOCU A 0.07%
BPOP B 0.07%
DOCS C 0.07%
AXS A 0.06%
PRDO B 0.06%
CPRX C 0.06%
NWL B 0.06%
VSTO A 0.06%
ABNB C 0.06%
EVR B 0.06%
OFG B 0.06%
ZS C 0.05%
FHI A 0.05%
LMAT A 0.05%
LNTH D 0.05%
EPC D 0.05%
VCTR B 0.04%
PBH A 0.04%
MRVL B 0.04%
APO B 0.04%
MKL A 0.04%
WOR F 0.04%
CASY A 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%
LYV 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 357 Positions Relative to SCHV
Symbol Grade Weight
XOM B -2.19%
CVX A -1.1%
CSCO B -0.97%
IBM C -0.79%
PM B -0.79%
CAT B -0.76%
NEE D -0.62%
AMAT F -0.61%
ETN A -0.6%
UNP C -0.59%
COP C -0.53%
BX A -0.53%
ADP B -0.51%
SCHW B -0.47%
SBUX A -0.46%
MMC B -0.45%
PLD D -0.44%
KKR A -0.42%
DE A -0.41%
BA F -0.41%
UPS C -0.4%
TT A -0.38%
MO A -0.38%
AMT D -0.37%
NKE D -0.37%
PYPL B -0.36%
APH A -0.35%
MSI B -0.34%
AON A -0.34%
CME A -0.33%
WM A -0.33%
EOG A -0.31%
CTAS B -0.31%
ITW B -0.3%
EMR A -0.3%
CSX B -0.29%
APD A -0.28%
FDX B -0.27%
WMB A -0.27%
OKE A -0.26%
ECL D -0.26%
CARR D -0.26%
AJG B -0.26%
NSC B -0.25%
PCAR B -0.25%
SLB C -0.25%
FCX D -0.25%
TRV B -0.24%
JCI C -0.23%
MPC D -0.22%
PSX C -0.22%
DLR B -0.22%
KMI A -0.21%
PSA D -0.21%
PWR A -0.2%
FIS C -0.2%
VST B -0.2%
CMI A -0.2%
PAYX C -0.19%
HWM A -0.19%
NEM D -0.19%
D C -0.19%
FAST B -0.19%
RSG A -0.18%
DFS B -0.18%
CCI D -0.18%
VLO C -0.18%
AME A -0.18%
PCG A -0.18%
CTSH B -0.17%
VRSK A -0.17%
DAL C -0.17%
LEN D -0.17%
IR B -0.17%
XEL A -0.16%
GEHC F -0.16%
MNST C -0.16%
OTIS C -0.16%
NUE C -0.15%
GLW B -0.15%
KDP D -0.15%
EXC C -0.15%
FANG D -0.14%
OXY D -0.14%
HIG B -0.14%
EXR D -0.14%
DD D -0.14%
WAB B -0.14%
ARES A -0.13%
DOW F -0.13%
WTW B -0.13%
ROK B -0.13%
NDAQ A -0.13%
PPG F -0.12%
UAL A -0.12%
GPN B -0.12%
XYL D -0.12%
VLTO D -0.11%
LDOS C -0.11%
BRO B -0.11%
HAL C -0.11%
FTV C -0.11%
BR A -0.11%
KEYS A -0.11%
DOV A -0.11%
KHC F -0.11%
BIIB F -0.1%
HUBB B -0.1%
DVN F -0.1%
CCL B -0.1%
ADM D -0.1%
CDW F -0.1%
SW A -0.1%
AWK D -0.1%
EQT B -0.1%
PKG A -0.09%
NTRS A -0.09%
LYB F -0.09%
ES D -0.09%
K A -0.09%
BAH F -0.09%
EXPE B -0.09%
WY D -0.09%
ATO A -0.09%
IFF D -0.09%
PFG D -0.08%
J F -0.08%
MAA B -0.08%
WSO A -0.08%
BALL D -0.08%
SNA A -0.08%
CTRA B -0.08%
MKC D -0.08%
INVH D -0.08%
LUV C -0.08%
IP B -0.08%
ESS B -0.08%
CNP B -0.08%
TRU D -0.08%
DRI B -0.08%
OMC C -0.08%
CMS C -0.08%
STLD B -0.08%
CLX B -0.08%
CBOE B -0.08%
LH C -0.08%
ZBRA B -0.08%
MRO B -0.07%
GWRE A -0.07%
NI A -0.07%
USFD A -0.07%
AVY D -0.07%
TXT D -0.07%
BAX D -0.07%
KIM A -0.07%
RBA A -0.07%
BURL A -0.07%
DG F -0.07%
EXPD D -0.07%
OC A -0.07%
ARE D -0.07%
GPC D -0.07%
MAS D -0.07%
RS B -0.07%
TER D -0.07%
XPO B -0.07%
RPM A -0.07%
LVS C -0.07%
IEX B -0.07%
NTNX A -0.07%
PNR A -0.07%
KEY B -0.07%
TRMB B -0.07%
TSN B -0.07%
WRB A -0.07%
ELS C -0.06%
UDR B -0.06%
NDSN B -0.06%
NWSA B -0.06%
SOFI A -0.06%
FFIV B -0.06%
EWBC A -0.06%
ROL B -0.06%
AMCR D -0.06%
EVRG A -0.06%
EL F -0.06%
SUI D -0.06%
APTV D -0.06%
JBL B -0.06%
GGG B -0.06%
FLEX A -0.06%
ACM A -0.06%
L A -0.06%
Z A -0.06%
RGA A -0.06%
DOC D -0.06%
CF B -0.06%
LNT A -0.06%
TOL B -0.06%
THC D -0.06%
ENTG D -0.06%
FNF B -0.06%
SSNC B -0.06%
AIZ A -0.05%
OVV B -0.05%
TAP C -0.05%
DKS C -0.05%
RRX B -0.05%
LW C -0.05%
BXP D -0.05%
ATR B -0.05%
EMN D -0.05%
TPR B -0.05%
SJM D -0.05%
LECO B -0.05%
AMH D -0.05%
TECH D -0.05%
NCLH B -0.05%
REG B -0.05%
UHS D -0.05%
WPC D -0.05%
KMX B -0.05%
BG F -0.05%
ALLE D -0.05%
SCI B -0.05%
ITT A -0.05%
JNPR F -0.05%
HST C -0.05%
TTEK F -0.05%
JLL D -0.05%
ALB C -0.05%
NVT B -0.05%
JKHY D -0.05%
CHRW C -0.05%
CPT B -0.05%
DLTR F -0.05%
CAG D -0.05%
SWK D -0.05%
GLPI C -0.05%
AKAM D -0.05%
OGE B -0.04%
CPB D -0.04%
MGM D -0.04%
AOS F -0.04%
CNH C -0.04%
HRL D -0.04%
APG B -0.04%
CFR B -0.04%
ZION B -0.04%
AXTA A -0.04%
SNX C -0.04%
RGLD C -0.04%
AR B -0.04%
TFX F -0.04%
REXR F -0.04%
AAL B -0.04%
KNX B -0.04%
WCC B -0.04%
KBR F -0.04%
CMA A -0.04%
DCI B -0.04%
FBIN D -0.04%
PR B -0.04%
TPX B -0.04%
SOLV C -0.04%
AES F -0.04%
WTRG B -0.04%
GL B -0.04%
RPRX D -0.04%
ALLY C -0.04%
LAD A -0.04%
MKTX D -0.04%
WAL B -0.04%
LKQ D -0.04%
AYI B -0.04%
OHI C -0.04%
WBS A -0.04%
ERIE D -0.04%
GME C -0.04%
CIEN B -0.04%
ARMK B -0.04%
PNW B -0.04%
AFG A -0.04%
AA B -0.04%
WWD B -0.04%
FHN A -0.04%
CG A -0.04%
CUBE D -0.04%
CCK C -0.04%
IPG D -0.04%
STWD C -0.03%
BRKR D -0.03%
VFC C -0.03%
BEN C -0.03%
DAR C -0.03%
MTN C -0.03%
PARA C -0.03%
DINO D -0.03%
FMC D -0.03%
LSCC D -0.03%
ELAN D -0.03%
GNTX C -0.03%
UHAL D -0.03%
BBWI D -0.03%
CGNX C -0.03%
MASI A -0.03%
DVA B -0.03%
ALV C -0.03%
WEX D -0.03%
MHK D -0.03%
MIDD C -0.03%
AGNC D -0.03%
BSY D -0.03%
G B -0.03%
BERY B -0.03%
WH B -0.03%
NNN D -0.03%
RHI B -0.03%
JAZZ B -0.03%
BWA D -0.03%
IVZ B -0.03%
SEIC B -0.03%
CHRD D -0.03%
HII D -0.03%
WYNN D -0.03%
CE F -0.03%
VOYA B -0.03%
ONTO D -0.03%
APA D -0.03%
LNW D -0.03%
HAS D -0.03%
MOS F -0.03%
CRBG B -0.03%
CBSH A -0.03%
CZR F -0.03%
EGP F -0.03%
HSIC B -0.03%
FRT B -0.03%
TTC D -0.03%
WLK D -0.02%
ST F -0.02%
POST C -0.02%
AGCO D -0.02%
LEA D -0.02%
COLD D -0.02%
SIRI C -0.02%
ARW D -0.02%
UI A -0.01%
REYN D -0.01%
PPC C -0.01%
LCID F -0.01%
AGR B -0.01%
BOKF B -0.01%
COTY F -0.01%
ADTN A -0.01%
PAG B -0.01%
CNA B -0.0%
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