HLGE vs. SSPY ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to Syntax Stratified LargeCap ETF (SSPY)

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

SSPY

Syntax Stratified LargeCap ETF

SSPY Description

The investment seeks to provide investment results that, before expenses, correspond generally to the total return performance of publicly traded equity securities of companies in the Syntax Stratified LargeCap Index (the "index"). Under normal market conditions, the fund generally invests substantially all, and at least 95% of its total assets in the securities comprising the index. The index, which was created by Syntax, LLC, an affiliate of the fund's investment adviser, is the stratified-weight version of the widely used S&P 500® Index and holds the same constituents as the S&P 500.

Grade (RS Rating)

Last Trade

$82.04

Average Daily Volume

2,303

Number of Holdings ^*

500

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	SSPY
30 Days	3.61%	4.23%
60 Days	3.94%	1.79%
90 Days	5.95%	3.72%
12 Months	29.57%	23.81%

199 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in SSPY	Overlap
A	D	0.35%	0.15%	0.15%
AAPL	C	0.82%	0.5%	0.5%
ABBV	D	0.33%	0.24%	0.24%
ABNB	C	0.06%	0.12%	0.06%
ABT	B	0.33%	0.06%	0.06%
ACGL	D	0.06%	0.14%	0.06%
ADBE	C	0.14%	0.16%	0.14%
ADI	D	0.6%	0.22%	0.22%
ADSK	A	0.28%	0.17%	0.17%
AEE	A	0.06%	0.08%	0.06%
AEP	D	0.13%	0.24%	0.13%
AFL	B	0.15%	0.2%	0.15%
AIG	B	0.06%	0.2%	0.06%
ALL	A	0.02%	0.2%	0.02%
AMD	F	0.16%	0.14%	0.14%
AMGN	D	0.3%	0.24%	0.24%
AMP	A	0.15%	0.08%	0.08%
AMZN	C	1.05%	0.22%	0.22%
ANSS	B	0.16%	0.17%	0.16%
AVB	B	0.18%	0.1%	0.1%
AVGO	D	0.53%	0.23%	0.23%
AXP	A	0.27%	0.04%	0.04%
BAC	A	0.38%	0.12%	0.12%
BBY	D	0.1%	0.17%	0.1%
BDX	F	0.13%	0.05%	0.05%
BK	A	0.52%	0.11%	0.11%
BKNG	A	0.74%	0.11%	0.11%
BLK	C	0.18%	0.08%	0.08%
BMY	B	0.35%	0.25%	0.25%
BRK.A	B	0.44%	0.5%	0.44%
BSX	B	0.52%	0.06%	0.06%
C	A	0.44%	0.13%	0.13%
CAH	B	0.06%	0.19%	0.06%
CB	C	0.24%	0.14%	0.14%
CBRE	B	0.04%	0.04%	0.04%
CDNS	B	0.28%	0.33%	0.28%
CFG	B	0.03%	0.06%	0.03%
CHD	B	0.13%	0.42%	0.13%
CHTR	C	0.08%	0.47%	0.08%
CI	F	0.35%	0.19%	0.19%
CINF	A	0.21%	0.14%	0.14%
CL	D	0.67%	0.41%	0.41%
CMCSA	B	0.54%	0.52%	0.52%
CNC	D	0.2%	0.26%	0.2%
COF	B	0.19%	0.7%	0.19%
COR	B	0.24%	0.18%	0.18%
COST	B	0.51%	0.71%	0.51%
CRWD	B	0.35%	0.18%	0.18%
CVS	D	0.01%	0.69%	0.01%
DELL	C	0.94%	0.17%	0.17%
DGX	A	0.16%	0.16%	0.16%
DHI	D	0.1%	0.24%	0.1%
DHR	F	0.15%	0.1%	0.1%
DIS	B	0.04%	0.21%	0.04%
DTE	C	0.08%	0.25%	0.08%
DUK	C	0.31%	0.07%	0.07%
EA	A	0.47%	0.49%	0.47%
EBAY	D	1.01%	0.22%	0.22%
ED	D	0.1%	0.24%	0.1%
EIX	B	0.1%	0.25%	0.1%
ELV	F	0.53%	0.24%	0.24%
EQR	B	0.13%	0.1%	0.1%
ETR	B	0.28%	0.25%	0.25%
F	C	0.08%	0.25%	0.08%
FE	C	0.14%	0.24%	0.14%
FICO	B	0.81%	0.05%	0.05%
FITB	A	0.37%	0.06%	0.06%
FOXA	B	0.14%	0.1%	0.1%
FSLR	F	0.16%	0.2%	0.16%
FTNT	C	0.72%	0.17%	0.17%
GD	F	0.35%	0.16%	0.16%
GDDY	A	0.27%	0.27%	0.27%
GEN	B	0.41%	0.17%	0.17%
GILD	C	0.54%	0.25%	0.25%
GIS	D	0.08%	0.21%	0.08%
GM	B	0.74%	0.25%	0.25%
GOOGL	C	1.03%	0.23%	0.23%
GRMN	B	0.28%	0.33%	0.28%
GS	A	0.53%	0.25%	0.25%
HBAN	A	0.28%	0.06%	0.06%
HCA	F	0.39%	0.33%	0.33%
HD	A	0.67%	0.26%	0.26%
HLT	A	0.21%	0.12%	0.12%
HOLX	D	0.11%	0.1%	0.1%
HON	B	0.23%	0.17%	0.17%
HPE	B	0.89%	0.19%	0.19%
HPQ	B	0.82%	0.35%	0.35%
HSY	F	0.17%	0.18%	0.17%
HUM	C	0.25%	0.26%	0.25%
ICE	C	0.11%	0.04%	0.04%
IDXX	F	0.08%	0.1%	0.08%
INCY	C	0.24%	0.25%	0.24%
INTC	D	0.23%	0.16%	0.16%
INTU	C	0.33%	0.2%	0.2%
IRM	D	0.35%	0.06%	0.06%
ISRG	A	0.35%	0.12%	0.12%
JNJ	D	0.73%	0.24%	0.24%
JPM	A	0.36%	0.13%	0.13%
KMB	D	0.3%	0.42%	0.3%
KO	D	0.41%	0.25%	0.25%
KR	B	0.54%	0.74%	0.54%
KVUE	A	0.18%	0.42%	0.18%
LHX	C	0.11%	0.08%	0.08%
LLY	F	0.52%	0.23%	0.23%
LMT	D	0.54%	0.09%	0.09%
LOW	D	0.73%	0.26%	0.26%
LYV	A	0.03%	0.09%	0.03%
MCD	D	0.03%	0.5%	0.03%
MCHP	D	0.6%	0.14%	0.14%
MCK	B	0.68%	0.18%	0.18%
MCO	B	0.4%	0.04%	0.04%
MDLZ	F	0.04%	0.18%	0.04%
MDT	D	0.28%	0.06%	0.06%
MET	A	0.08%	0.21%	0.08%
META	D	1.06%	0.47%	0.47%
MMM	D	0.02%	0.17%	0.02%
MPWR	F	0.48%	0.22%	0.22%
MRK	F	0.46%	0.24%	0.24%
MS	A	0.44%	0.26%	0.26%
MSFT	F	0.83%	0.32%	0.32%
MTB	A	0.43%	0.06%	0.06%
MTCH	D	0.6%	0.47%	0.47%
MTD	D	0.53%	0.15%	0.15%
MU	D	0.38%	0.15%	0.15%
NFLX	A	0.6%	0.22%	0.22%
NOC	D	0.17%	0.09%	0.09%
NOW	A	0.88%	0.22%	0.22%
NRG	B	0.04%	0.33%	0.04%
NTAP	C	0.79%	0.17%	0.17%
NVDA	C	1.17%	0.13%	0.13%
NVR	D	0.3%	0.26%	0.26%
NXPI	D	0.83%	0.23%	0.23%
O	D	0.08%	0.07%	0.07%
ON	D	0.34%	0.23%	0.23%
ORCL	B	1.03%	0.34%	0.34%
PANW	C	0.52%	0.16%	0.16%
PEG	A	0.25%	0.26%	0.25%
PEP	F	0.33%	0.18%	0.18%
PFE	D	0.21%	0.24%	0.21%
PG	A	0.32%	0.42%	0.32%
PGR	A	0.2%	0.19%	0.19%
PHM	D	0.23%	0.25%	0.23%
PNC	B	0.41%	0.06%	0.06%
PPL	B	0.21%	0.08%	0.08%
PRU	A	0.27%	0.2%	0.2%
PTC	A	0.26%	0.17%	0.17%
QCOM	F	0.89%	0.22%	0.22%
QRVO	F	0.16%	0.21%	0.16%
RCL	A	0.25%	0.09%	0.09%
REGN	F	0.43%	0.22%	0.22%
RF	A	0.29%	0.06%	0.06%
RJF	A	0.13%	0.25%	0.13%
RMD	C	0.22%	0.09%	0.09%
ROP	B	0.08%	0.03%	0.03%
ROST	C	0.17%	0.72%	0.17%
RTX	C	0.32%	0.08%	0.08%
SMCI	F	0.2%	0.15%	0.15%
SNPS	B	0.24%	0.34%	0.24%
SO	D	0.32%	0.08%	0.08%
SPG	B	0.18%	0.07%	0.07%
SPGI	C	0.14%	0.04%	0.04%
SRE	A	0.08%	0.08%	0.08%
STE	F	0.04%	0.12%	0.04%
STT	A	0.31%	0.12%	0.12%
STX	D	0.79%	0.17%	0.17%
SWKS	F	0.36%	0.21%	0.21%
SYF	B	0.25%	0.69%	0.25%
SYK	C	0.4%	0.12%	0.12%
SYY	B	0.27%	0.75%	0.27%
T	A	0.5%	0.33%	0.33%
TDG	D	0.21%	0.08%	0.08%
TFC	A	0.13%	0.06%	0.06%
TGT	F	0.37%	0.17%	0.17%
TJX	A	0.63%	0.72%	0.63%
TMO	F	0.33%	0.14%	0.14%
TMUS	B	0.7%	0.33%	0.33%
TROW	B	0.13%	0.09%	0.09%
TSCO	D	0.19%	0.12%	0.12%
TXN	C	0.92%	0.23%	0.23%
TYL	B	0.21%	0.22%	0.21%
UBER	D	0.34%	0.11%	0.11%
UNH	C	0.57%	0.26%	0.26%
USB	A	0.28%	0.06%	0.06%
VICI	C	0.15%	0.06%	0.06%
VRSN	F	0.07%	0.27%	0.07%
VRTX	F	0.68%	0.23%	0.23%
VTR	C	0.08%	0.11%	0.08%
VTRS	A	0.08%	0.24%	0.08%
VZ	C	0.34%	0.33%	0.33%
WAT	B	0.2%	0.15%	0.15%
WBA	F	0.05%	0.64%	0.05%
WDC	D	0.74%	0.17%	0.17%
WEC	A	0.04%	0.07%	0.04%
WELL	A	0.3%	0.11%	0.11%
WFC	A	0.39%	0.13%	0.13%
WMT	A	0.82%	0.73%	0.73%
YUM	B	0.28%	0.51%	0.28%
ZBH	C	0.11%	0.12%	0.11%
ZTS	D	0.41%	0.25%	0.25%

HLGE Overweight 140 Positions Relative to SSPY

Symbol	Grade	Weight
CARG	C	1.18%
CARS	B	0.94%
CVLT	B	0.89%
YELP	C	0.86%
PSTG	D	0.79%
JWN	C	0.76%
DDS	B	0.75%
DLB	B	0.66%
PRGS	A	0.66%
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%
PINS	D	0.49%
AMED	F	0.43%
SNAP	C	0.42%
ACI	C	0.41%
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%
HEI	B	0.28%
MCRI	A	0.28%
SMTC	B	0.26%
KTB	B	0.26%
EXEL	B	0.25%
OGN	D	0.25%
TENB	C	0.24%
JHG	A	0.24%
MSGS	A	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%
FCNCA	A	0.18%
APP	B	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%
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%
WSM	B	0.12%
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%
VEEV	C	0.1%
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%
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%
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%
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%
MORN	B	0.03%
MANH	D	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 301 Positions Relative to SSPY

Symbol	Grade	Weight
XOM	B	-0.77%
CVX	A	-0.76%
DFS	B	-0.69%
DPZ	C	-0.52%
PSX	C	-0.51%
DRI	B	-0.51%
VLO	C	-0.5%
EL	F	-0.5%
CMG	B	-0.5%
MPC	D	-0.49%
TTWO	A	-0.49%
L	A	-0.49%
MSI	B	-0.49%
SBUX	A	-0.48%
BWA	D	-0.42%
VST	B	-0.41%
CLX	B	-0.41%
APTV	D	-0.4%
J	F	-0.4%
PWR	A	-0.4%
JBL	B	-0.38%
CEG	D	-0.38%
ADM	D	-0.37%
BG	F	-0.37%
TSN	B	-0.36%
HRL	D	-0.36%
SLB	C	-0.35%
PM	B	-0.35%
BKR	B	-0.35%
CRM	B	-0.35%
MO	A	-0.35%
IPG	D	-0.34%
IBM	C	-0.34%
OMC	C	-0.34%
HAL	C	-0.34%
ATO	A	-0.33%
TPR	B	-0.33%
NI	A	-0.33%
NKE	D	-0.33%
AES	F	-0.32%
AWK	D	-0.32%
UHS	D	-0.32%
RL	B	-0.32%
LULU	C	-0.31%
FCX	D	-0.3%
EXC	C	-0.3%
DECK	A	-0.3%
TSLA	B	-0.28%
DAL	C	-0.28%
UAL	A	-0.28%
SWK	D	-0.27%
EQIX	A	-0.27%
AKAM	D	-0.27%
STLD	B	-0.27%
CNP	B	-0.26%
HUBB	B	-0.26%
ENPH	F	-0.26%
NUE	C	-0.26%
HAS	D	-0.26%
DLR	B	-0.26%
ETN	A	-0.26%
LEN	D	-0.25%
WMB	A	-0.25%
NEM	D	-0.25%
CTLT	B	-0.25%
MOH	F	-0.25%
STZ	D	-0.25%
SNA	A	-0.25%
LUV	C	-0.25%
KMI	A	-0.25%
MNST	C	-0.25%
TAP	C	-0.25%
SCHW	B	-0.25%
MRNA	F	-0.24%
D	C	-0.24%
TRGP	B	-0.24%
OKE	A	-0.24%
KDP	D	-0.24%
BIIB	F	-0.24%
NEE	D	-0.24%
PLTR	B	-0.23%
CPRT	A	-0.23%
GOOG	C	-0.23%
PAYC	B	-0.22%
LW	C	-0.22%
DAY	B	-0.22%
FFIV	B	-0.21%
KEYS	A	-0.21%
ANET	C	-0.21%
PFG	D	-0.21%
AOS	F	-0.21%
CSCO	B	-0.21%
MKC	D	-0.21%
KHC	F	-0.21%
SJM	D	-0.21%
CAG	D	-0.21%
PAYX	C	-0.21%
ADP	B	-0.21%
GL	B	-0.2%
IEX	B	-0.2%
IR	B	-0.2%
JNPR	F	-0.2%
PARA	C	-0.2%
CPB	D	-0.2%
AIZ	A	-0.2%
ERIE	D	-0.2%
HSIC	B	-0.2%
MHK	D	-0.19%
APH	A	-0.19%
XYL	D	-0.19%
TEL	B	-0.19%
MAS	D	-0.19%
WBD	C	-0.19%
PNR	A	-0.19%
BLDR	D	-0.19%
GLW	B	-0.19%
BBWI	D	-0.19%
RSG	A	-0.18%
CTAS	B	-0.18%
AMAT	F	-0.18%
GEV	B	-0.18%
EQT	B	-0.18%
WM	A	-0.18%
ROL	B	-0.18%
K	A	-0.18%
TER	D	-0.17%
DG	F	-0.17%
DOV	A	-0.17%
ITW	B	-0.17%
WY	D	-0.17%
CTRA	B	-0.17%
GE	D	-0.17%
MLM	B	-0.17%
DLTR	F	-0.17%
VMC	B	-0.17%
KLAC	D	-0.17%
ULTA	F	-0.17%
DVN	F	-0.16%
BA	F	-0.16%
LH	C	-0.16%
TXT	D	-0.16%
TECH	D	-0.15%
GPC	D	-0.15%
WRB	A	-0.14%
AZO	C	-0.14%
CAT	B	-0.14%
IQV	D	-0.14%
URI	B	-0.14%
TRV	B	-0.14%
ORLY	B	-0.14%
CRL	C	-0.14%
HIG	B	-0.14%
KMX	B	-0.14%
EG	C	-0.14%
LKQ	D	-0.14%
BALL	D	-0.13%
FAST	B	-0.13%
PCAR	B	-0.13%
CDW	F	-0.13%
AMCR	D	-0.13%
AME	A	-0.13%
POOL	C	-0.13%
DE	A	-0.13%
ACN	C	-0.13%
EPAM	C	-0.13%
CTSH	B	-0.13%
ZBRA	B	-0.13%
WAB	B	-0.13%
IT	C	-0.13%
LDOS	C	-0.13%
MAR	B	-0.12%
EXPE	B	-0.12%
GWW	B	-0.12%
ARE	D	-0.11%
EXR	D	-0.11%
DVA	B	-0.11%
PSA	D	-0.11%
CPT	B	-0.11%
BR	A	-0.11%
DOC	D	-0.11%
BXP	D	-0.11%
HST	C	-0.11%
DXCM	D	-0.1%
PODD	C	-0.1%
NWSA	B	-0.1%
NWS	B	-0.1%
ESS	B	-0.1%
RVTY	F	-0.1%
ALGN	D	-0.1%
MAA	B	-0.1%
INVH	D	-0.1%
GEHC	F	-0.1%
FOX	A	-0.1%
UDR	B	-0.1%
FMC	D	-0.09%
BEN	C	-0.09%
UPS	C	-0.09%
EXPD	D	-0.09%
AXON	A	-0.09%
CCL	B	-0.09%
CHRW	C	-0.09%
CF	B	-0.09%
KKR	A	-0.09%
NCLH	B	-0.09%
IVZ	B	-0.09%
ALLE	D	-0.08%
CMS	C	-0.08%
PCG	A	-0.08%
XEL	A	-0.08%
HWM	A	-0.08%
EVRG	A	-0.08%
LNT	A	-0.08%
CARR	D	-0.08%
JCI	C	-0.08%
PH	A	-0.08%
UNP	C	-0.08%
CMI	A	-0.08%
NSC	B	-0.08%
OTIS	C	-0.08%
GNRC	B	-0.08%
WYNN	D	-0.08%
ODFL	B	-0.08%
HII	D	-0.08%
BX	A	-0.08%
NTRS	A	-0.08%
LVS	C	-0.08%
MOS	F	-0.08%
JBHT	C	-0.08%
CSX	B	-0.08%
CTVA	C	-0.08%
LYB	F	-0.07%
SW	A	-0.07%
PPG	F	-0.07%
FANG	D	-0.07%
OXY	D	-0.07%
CZR	F	-0.07%
COP	C	-0.07%
MRO	B	-0.07%
MGM	D	-0.07%
EOG	A	-0.07%
DOW	F	-0.07%
APA	D	-0.07%
HES	B	-0.07%
PNW	B	-0.07%
FDX	B	-0.07%
CE	F	-0.07%
ES	D	-0.07%
TT	A	-0.07%
FI	A	-0.06%
KEY	B	-0.06%
EW	C	-0.06%
AVY	D	-0.06%
PYPL	B	-0.06%
IP	B	-0.06%
PKG	A	-0.06%
REG	B	-0.06%
KIM	A	-0.06%
PLD	D	-0.06%
AMT	D	-0.06%
FRT	B	-0.06%
SHW	A	-0.06%
SBAC	D	-0.06%
CCI	D	-0.06%
IFF	D	-0.05%
ECL	D	-0.05%
SOLV	C	-0.05%
BAX	D	-0.05%
APD	A	-0.05%
TFX	F	-0.05%
WST	C	-0.05%
EMN	D	-0.05%
DD	D	-0.05%
ALB	C	-0.05%
JKHY	D	-0.05%
FIS	C	-0.05%
AON	A	-0.04%
MMC	B	-0.04%
BRO	B	-0.04%
EFX	F	-0.04%
CSGP	D	-0.04%
VRSK	A	-0.04%
GPN	B	-0.04%
FDS	B	-0.04%
MA	C	-0.04%
CBOE	B	-0.04%
MSCI	C	-0.04%
V	A	-0.04%
NDAQ	A	-0.04%
CPAY	A	-0.04%
MKTX	D	-0.04%
CME	A	-0.04%
LIN	D	-0.04%
VLTO	D	-0.03%
ROK	B	-0.03%
NDSN	B	-0.03%
TDY	B	-0.03%
EMR	A	-0.03%
TRMB	B	-0.03%
FTV	C	-0.03%
AJG	B	-0.03%
WTW	B	-0.03%