HLGE vs. STXM ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to Strive Mid-Cap ETF (STXM)
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
STXM

Strive Mid-Cap ETF

STXM Description STXM provides exposure to the US mid-cap space. Starting with a broad, total market universe of 1500 US stocks, the index selects securities ranked 501 to 900 by market capitalization. Eligible securities must be listed on a US exchange and have a free float of at least 10% of its total shares outstanding. The index includes common stock and real estate investment trusts. Selected securities are weighted by market capitalization. The fund intends to utilize a replication strategy, which means it will invest all of its assets in the securities comprising the index. However, the adviser may use a sampling strategy if it is determined to be in the best interest of shareholders. The index rebalances semi-annually in January and July.

Grade (RS Rating)

Last Trade

$27.96

Average Daily Volume

3,780

Number of Holdings *

377

* may have additional holdings in another (foreign) market
Performance
Period HLGE STXM
30 Days 3.61% 7.46%
60 Days 3.94% 8.34%
90 Days 5.95% 9.95%
12 Months 29.57%
41 Overlapping Holdings
Symbol Grade Weight in HLGE Weight in STXM Overlap
ACI C 0.41% 0.18% 0.18%
BJ A 0.2% 0.32% 0.2%
BPOP B 0.07% 0.18% 0.07%
BRBR A 0.03% 0.25% 0.03%
CASY A 0.04% 0.41% 0.04%
CHE D 0.16% 0.22% 0.16%
COKE C 0.09% 0.16% 0.09%
CRUS D 0.57% 0.14% 0.14%
CW B 0.34% 0.36% 0.34%
DLB B 0.66% 0.11% 0.11%
DOCU A 0.07% 0.45% 0.07%
EDR A 0.31% 0.11% 0.11%
EHC B 0.21% 0.27% 0.21%
EQH B 0.12% 0.42% 0.12%
ETSY D 0.09% 0.16% 0.09%
EVR B 0.06% 0.29% 0.06%
EXEL B 0.25% 0.27% 0.25%
GEN B 0.41% 0.44% 0.41%
HLI B 0.04% 0.27% 0.04%
HRB D 0.2% 0.22% 0.2%
ITCI C 0.21% 0.23% 0.21%
JEF A 0.11% 0.3% 0.11%
JXN C 0.12% 0.2% 0.12%
LAMR D 0.2% 0.31% 0.2%
LNTH D 0.05% 0.15% 0.05%
MANH D 0.03% 0.46% 0.03%
MORN B 0.03% 0.25% 0.03%
MTCH D 0.6% 0.23% 0.23%
MTSI B 0.34% 0.19% 0.19%
NRG B 0.04% 0.51% 0.04%
NYT C 0.22% 0.23% 0.22%
OLED D 0.53% 0.2% 0.2%
ORI A 0.14% 0.26% 0.14%
PSTG D 0.79% 0.41% 0.41%
QRVO F 0.16% 0.17% 0.16%
SF B 0.13% 0.3% 0.13%
SFM A 0.15% 0.38% 0.15%
UNM A 0.09% 0.33% 0.09%
VTRS A 0.08% 0.41% 0.08%
WBA F 0.05% 0.17% 0.05%
WSM B 0.12% 0.48% 0.12%
HLGE Overweight 298 Positions Relative to STXM
Symbol Grade Weight
CARG C 1.18%
NVDA C 1.17%
META D 1.06%
AMZN C 1.05%
GOOGL C 1.03%
ORCL B 1.03%
EBAY D 1.01%
DELL C 0.94%
CARS B 0.94%
TXN C 0.92%
HPE B 0.89%
CVLT B 0.89%
QCOM F 0.89%
NOW A 0.88%
YELP C 0.86%
NXPI D 0.83%
MSFT F 0.83%
AAPL C 0.82%
HPQ B 0.82%
WMT A 0.82%
FICO B 0.81%
STX D 0.79%
NTAP C 0.79%
JWN C 0.76%
DDS B 0.75%
WDC D 0.74%
GM B 0.74%
BKNG A 0.74%
JNJ D 0.73%
LOW D 0.73%
FTNT C 0.72%
TMUS B 0.7%
VRTX F 0.68%
MCK B 0.68%
HD A 0.67%
CL D 0.67%
PRGS A 0.66%
TJX A 0.63%
MCHP D 0.6%
ADI D 0.6%
NFLX A 0.6%
UNH C 0.57%
TRIP F 0.57%
AXNX C 0.57%
PI D 0.56%
CMCSA B 0.54%
LMT D 0.54%
GILD C 0.54%
KR B 0.54%
ELV F 0.53%
AVGO D 0.53%
GS A 0.53%
M D 0.53%
MTD D 0.53%
BK A 0.52%
BSX B 0.52%
LLY F 0.52%
PANW C 0.52%
COST B 0.51%
T A 0.5%
CORT B 0.49%
PINS D 0.49%
MPWR F 0.48%
EA A 0.47%
MRK F 0.46%
MS A 0.44%
BRK.A B 0.44%
C A 0.44%
REGN F 0.43%
AMED F 0.43%
MTB A 0.43%
SNAP C 0.42%
KO D 0.41%
ZTS D 0.41%
PNC B 0.41%
OLLI D 0.41%
MCO B 0.4%
SYK C 0.4%
VRNS D 0.39%
HCA F 0.39%
WFC A 0.39%
QLYS C 0.38%
BAC A 0.38%
MU D 0.38%
FITB A 0.37%
TGT F 0.37%
JPM A 0.36%
IAC D 0.36%
CALM A 0.36%
SWKS F 0.36%
CRWD B 0.35%
A D 0.35%
BMY B 0.35%
ISRG A 0.35%
CI F 0.35%
GD F 0.35%
IRM D 0.35%
ON D 0.34%
VZ C 0.34%
UBER D 0.34%
XRX F 0.33%
PEP F 0.33%
INTU C 0.33%
TMO F 0.33%
ABT B 0.33%
ABBV D 0.33%
SO D 0.32%
PG A 0.32%
DIOD D 0.32%
RTX C 0.32%
DUK C 0.31%
STT A 0.31%
UTHR C 0.3%
KMB D 0.3%
WELL A 0.3%
AMGN D 0.3%
NVR D 0.3%
RF A 0.29%
HEI B 0.28%
GRMN B 0.28%
MCRI A 0.28%
CDNS B 0.28%
YUM B 0.28%
ETR B 0.28%
MDT D 0.28%
HBAN A 0.28%
ADSK A 0.28%
USB A 0.28%
SYY B 0.27%
AXP A 0.27%
GDDY A 0.27%
PRU A 0.27%
SMTC B 0.26%
PTC A 0.26%
KTB B 0.26%
RCL A 0.25%
PEG A 0.25%
OGN D 0.25%
SYF B 0.25%
HUM C 0.25%
TENB C 0.24%
INCY C 0.24%
SNPS B 0.24%
JHG A 0.24%
MSGS A 0.24%
CB C 0.24%
COLL F 0.24%
COR B 0.24%
WMK C 0.23%
ZUO B 0.23%
INTC D 0.23%
HON B 0.23%
PHM D 0.23%
RMD C 0.22%
POWI D 0.22%
PFE D 0.21%
PPL B 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%
SMCI F 0.2%
PGR A 0.2%
CNC D 0.2%
WAT B 0.2%
ACIW B 0.2%
TSCO D 0.19%
COF B 0.19%
CRDO B 0.19%
BOX B 0.18%
SPG B 0.18%
ZETA D 0.18%
FCNCA A 0.18%
KVUE A 0.18%
APP B 0.18%
BLK C 0.18%
AVB B 0.18%
ROST C 0.17%
HSY F 0.17%
NOC D 0.17%
PSMT C 0.17%
DGX A 0.16%
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%
IMKTA C 0.16%
VICI C 0.15%
KSS F 0.15%
DHR F 0.15%
AMP A 0.15%
AFL B 0.15%
MMSI B 0.15%
TDC D 0.15%
FOXA B 0.14%
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%
FE C 0.14%
EQR B 0.13%
SHOO D 0.13%
AGYS A 0.13%
CHD B 0.13%
RJF A 0.13%
AEP D 0.13%
TROW B 0.13%
TFC A 0.13%
BDX F 0.13%
BKE B 0.12%
SHO C 0.12%
ICE C 0.11%
LZB B 0.11%
AVT C 0.11%
MOG.A B 0.11%
LHX C 0.11%
ZBH C 0.11%
HOLX D 0.11%
ED D 0.1%
VEEV C 0.1%
PJT A 0.1%
EIX B 0.1%
HIMS B 0.1%
DHI D 0.1%
BBY D 0.1%
KLG C 0.09%
O D 0.08%
CHTR C 0.08%
SRE A 0.08%
THO B 0.08%
DTE C 0.08%
GIS D 0.08%
MET A 0.08%
F C 0.08%
DFIN D 0.08%
GOLF B 0.08%
VTR C 0.08%
ROP B 0.08%
IDXX F 0.08%
PINC B 0.07%
VRSN F 0.07%
FTDR A 0.07%
DOCS C 0.07%
ACGL D 0.06%
AXS A 0.06%
PRDO B 0.06%
CPRX C 0.06%
AIG B 0.06%
NWL B 0.06%
VSTO A 0.06%
AEE A 0.06%
ABNB C 0.06%
CAH B 0.06%
OFG B 0.06%
ZS C 0.05%
FHI A 0.05%
LMAT A 0.05%
EPC D 0.05%
WEC A 0.04%
MDLZ F 0.04%
VCTR B 0.04%
CBRE B 0.04%
DIS B 0.04%
PBH A 0.04%
MRVL B 0.04%
APO B 0.04%
MKL A 0.04%
WOR F 0.04%
STE F 0.04%
LTC B 0.03%
PFBC B 0.03%
CTRE D 0.03%
SNEX B 0.03%
CNK B 0.03%
LYV A 0.03%
MCD D 0.03%
CFG B 0.03%
BCO D 0.03%
COLM B 0.02%
MMM D 0.02%
TNL A 0.02%
CASH A 0.02%
WHR B 0.02%
ALL A 0.02%
ANIP F 0.01%
UE C 0.01%
AMG B 0.01%
CVS D 0.01%
PIPR B 0.01%
HLGE Underweight 336 Positions Relative to STXM
Symbol Grade Weight
TPL A -0.7%
EME C -0.62%
HOOD B -0.59%
PKG A -0.57%
CSL C -0.56%
IP B -0.53%
SNA A -0.52%
AER B -0.51%
KEY B -0.49%
RPM A -0.49%
PNR A -0.48%
RS B -0.48%
NTRA B -0.48%
BURL A -0.47%
NTNX A -0.47%
TOST B -0.46%
USFD A -0.45%
AVY D -0.45%
KIM A -0.45%
EG C -0.45%
OC A -0.45%
XPO B -0.45%
GWRE A -0.44%
FNF B -0.44%
NI A -0.44%
TXT D -0.44%
DT C -0.43%
THC D -0.43%
COHR B -0.42%
TOL B -0.42%
DOC D -0.41%
FFIV B -0.41%
RGA A -0.41%
SAIA B -0.41%
FIX A -0.41%
TWLO A -0.41%
ACM A -0.4%
GGG B -0.4%
FLEX A -0.4%
EWBC A -0.39%
POOL C -0.38%
JBL B -0.38%
CHRW C -0.37%
PFGC B -0.36%
NDSN B -0.36%
TPR B -0.36%
REG B -0.36%
JKHY D -0.35%
SOFI A -0.35%
JNPR F -0.35%
GLPI C -0.35%
RNR C -0.35%
TXRH C -0.35%
DAY B -0.34%
CLH B -0.34%
JLL D -0.34%
AFRM B -0.34%
CG A -0.34%
NBIX C -0.34%
ALLE D -0.34%
CPT B -0.34%
CYBR B -0.34%
ITT A -0.34%
ONON A -0.33%
KMX B -0.33%
HST C -0.33%
OVV B -0.33%
NVT B -0.33%
BLD D -0.33%
BXP D -0.33%
BG F -0.33%
LECO B -0.32%
INSM C -0.32%
RRX B -0.32%
AMH D -0.32%
ELS C -0.32%
SCI B -0.32%
ALB C -0.32%
TAP C -0.31%
NCLH B -0.31%
BWXT B -0.31%
ATR B -0.31%
DUOL A -0.31%
UHS D -0.31%
LW C -0.31%
GNRC B -0.31%
Z A -0.31%
PAYC B -0.31%
EMN D -0.31%
FHN A -0.3%
AA B -0.3%
CUBE D -0.3%
EXP A -0.3%
AIZ A -0.3%
NWSA B -0.3%
IPG D -0.3%
CCK C -0.3%
DKS C -0.3%
TTEK F -0.3%
TECH D -0.3%
WCC B -0.29%
GME C -0.29%
CACI D -0.29%
MNDY C -0.29%
FND C -0.28%
LAD A -0.28%
PNW B -0.28%
LKQ D -0.28%
PRI A -0.28%
KNSL B -0.28%
LBRDK C -0.28%
AIT A -0.28%
ALSN B -0.28%
WWD B -0.28%
CTLT B -0.28%
AFG A -0.28%
CMA A -0.27%
AYI B -0.27%
MUSA A -0.27%
GL B -0.27%
DOX D -0.27%
CIEN B -0.27%
ALLY C -0.27%
MKTX D -0.27%
SRPT D -0.27%
CRL C -0.27%
SEIC B -0.27%
ARMK B -0.27%
MLI C -0.27%
PNFP B -0.27%
WMS D -0.27%
WBS A -0.27%
PR B -0.26%
WING D -0.26%
RGLD C -0.26%
FRT B -0.26%
GLOB B -0.26%
WTRG B -0.26%
SOLV C -0.26%
CHDN B -0.26%
INGR B -0.26%
DTM B -0.26%
OHI C -0.26%
GMED A -0.25%
AAON B -0.25%
REXR F -0.25%
TPX B -0.25%
PCVX D -0.25%
ROKU D -0.25%
EXAS D -0.25%
FBIN D -0.25%
WAL B -0.25%
APG B -0.24%
MTZ B -0.24%
AR B -0.24%
GPK C -0.24%
PCTY B -0.24%
RVMD C -0.24%
RBC A -0.24%
AXTA A -0.24%
WYNN D -0.24%
DCI B -0.24%
ZION B -0.24%
AOS F -0.24%
TFX F -0.24%
CBSH A -0.23%
APA D -0.23%
TTC D -0.23%
HSIC B -0.23%
MEDP D -0.23%
SKX D -0.23%
CRS A -0.23%
EGP F -0.23%
LNW D -0.23%
FLR B -0.23%
CNH C -0.23%
FYBR D -0.23%
OGE B -0.23%
PEN B -0.23%
BRX A -0.23%
MOS F -0.23%
WTFC A -0.23%
KNX B -0.23%
FLS B -0.22%
SNV B -0.22%
CZR F -0.22%
BWA D -0.22%
IVZ B -0.22%
CNM D -0.22%
S B -0.22%
HQY B -0.22%
CR A -0.22%
ENSG D -0.22%
CFR B -0.22%
HAS D -0.22%
VOYA B -0.22%
CHRD D -0.22%
UFPI B -0.22%
KBR F -0.22%
PLNT A -0.22%
TKO B -0.22%
NNN D -0.21%
RHI B -0.21%
RLI B -0.21%
SMAR A -0.21%
SSD D -0.21%
MHK D -0.21%
KEX C -0.21%
PCOR B -0.21%
MKSI C -0.21%
TREX C -0.21%
SSB B -0.21%
RGEN D -0.21%
ONTO D -0.21%
RL B -0.21%
SNX C -0.21%
RRC B -0.21%
VFC C -0.2%
FMC D -0.2%
LPX B -0.2%
JAZZ B -0.2%
PB A -0.2%
HII D -0.2%
MIDD C -0.2%
WEX D -0.2%
BERY B -0.2%
ADC B -0.2%
X C -0.2%
ESTC C -0.2%
MTN C -0.2%
GTLS B -0.2%
DBX B -0.19%
GXO B -0.19%
CGNX C -0.19%
ELAN D -0.19%
LSCC D -0.19%
ONB B -0.19%
BIO D -0.19%
HALO F -0.19%
BBWI D -0.19%
GNTX C -0.19%
DVA B -0.19%
FCN D -0.19%
ATI D -0.19%
RYAN B -0.19%
DINO D -0.19%
TMHC B -0.19%
OSK B -0.19%
ANF C -0.19%
MAT D -0.18%
STAG F -0.18%
MTH D -0.18%
AZEK A -0.18%
MSA D -0.18%
MTDR B -0.18%
ELF C -0.18%
SPSC C -0.18%
CMC B -0.18%
H B -0.18%
GTLB B -0.18%
FR C -0.18%
BEN C -0.18%
AGNC D -0.18%
NOVT D -0.17%
UHAL D -0.17%
COLD D -0.17%
SN D -0.17%
SITE D -0.17%
CFLT B -0.17%
CYTK F -0.17%
ARW D -0.17%
MTG C -0.17%
BECN B -0.17%
ESI A -0.17%
LSTR D -0.17%
WSC D -0.17%
NOV C -0.17%
BRKR D -0.16%
CROX D -0.16%
WTS B -0.16%
PARA C -0.16%
CHX C -0.16%
LFUS F -0.16%
WFRD D -0.16%
SUM B -0.16%
TRNO F -0.16%
BPMC C -0.16%
BFAM D -0.16%
CLF F -0.15%
PSN D -0.15%
LEA D -0.15%
GAP C -0.15%
AN C -0.15%
VKTX F -0.15%
ESNT D -0.15%
ALTR B -0.15%
AGCO D -0.15%
CIVI D -0.14%
KBH D -0.14%
AM A -0.14%
HCP B -0.14%
PATH C -0.14%
POST C -0.14%
ROIV C -0.14%
U C -0.14%
HLNE B -0.14%
IONS F -0.13%
NSIT F -0.13%
IBP D -0.13%
TPG A -0.13%
APPF B -0.13%
AUR C -0.12%
CELH F -0.12%
BROS B -0.11%
NWS B -0.11%
RDDT B -0.11%
CHWY B -0.1%
AMKR D -0.09%
W F -0.09%
PAG B -0.08%
ZG A -0.08%
ADTN A -0.08%
COTY F -0.08%
HESM B -0.07%
PPC C -0.06%
CACC D -0.06%
KNTK B -0.06%
AAL B -0.06%
BOKF B -0.06%
SMMT D -0.05%
LCID F -0.05%
INFA D -0.05%
LBRDA C -0.04%
LEVI F -0.04%
UHAL D -0.01%
UWMC D -0.01%
Compare ETFs