HLGE vs. ULVM ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to VictoryShares USAA MSCI USA Value Momentum ETF (ULVM)

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

$33.09

Average Daily Volume

531

Number of Holdings ^*

339

* may have additional holdings in another (foreign) market

ULVM

VictoryShares USAA MSCI USA Value Momentum ETF

ULVM Description

The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the MSCI USA Select Value Momentum Blend Index. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its assets in securities in the index. The index is designed to deliver exposure to equity securities of large- and mid-capitalization U.S. issuers within the MSCI USA Index (the parent index) that have higher exposure to value and momentum factors, while also maintaining moderate index turnover and lower realized volatility than traditional capitalization-weighted indexes.

Grade (RS Rating)

Last Trade

$87.10

Average Daily Volume

2,589

Number of Holdings ^*

125

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	ULVM
30 Days	4.91%	7.71%
60 Days	4.65%	8.67%
90 Days	6.01%	11.02%
12 Months	31.20%	37.56%

69 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in ULVM	Overlap
AIG	B	0.06%	0.91%	0.06%
APP	B	0.18%	1.08%	0.18%
AVB	B	0.18%	0.98%	0.18%
AVGO	D	0.53%	0.41%	0.41%
AXP	A	0.27%	0.9%	0.27%
BAC	A	0.38%	0.92%	0.38%
BK	A	0.52%	1.22%	0.52%
BRK.A	B	0.44%	1.38%	0.44%
BSX	C	0.52%	1.2%	0.52%
C	A	0.44%	0.82%	0.44%
CASY	B	0.04%	0.72%	0.04%
CBRE	B	0.04%	0.76%	0.04%
CFG	B	0.03%	0.66%	0.03%
CI	D	0.35%	0.87%	0.35%
CNC	F	0.2%	0.54%	0.2%
COF	B	0.19%	0.92%	0.19%
COST	B	0.51%	0.95%	0.51%
CVS	D	0.01%	0.58%	0.01%
DELL	C	0.94%	0.34%	0.34%
DGX	B	0.16%	0.94%	0.16%
DHI	D	0.1%	0.47%	0.1%
DUK	C	0.31%	1.18%	0.31%
ELV	F	0.53%	0.69%	0.53%
EQH	B	0.12%	0.9%	0.12%
ETR	B	0.28%	1.27%	0.28%
F	C	0.08%	0.46%	0.08%
FCNCA	B	0.18%	0.72%	0.18%
FITB	B	0.37%	0.76%	0.37%
FOXA	C	0.14%	0.99%	0.14%
GD	F	0.35%	1.11%	0.35%
GDDY	B	0.27%	1.0%	0.27%
GM	B	0.74%	0.72%	0.72%
GOOGL	C	1.03%	0.74%	0.74%
GRMN	A	0.28%	0.82%	0.28%
GS	B	0.53%	0.96%	0.53%
HCA	F	0.39%	0.67%	0.39%
HPE	B	0.89%	0.58%	0.58%
HPQ	B	0.82%	0.6%	0.6%
INTC	C	0.23%	0.39%	0.23%
IRM	C	0.35%	0.78%	0.35%
JPM	B	0.36%	1.03%	0.36%
KR	A	0.54%	0.96%	0.54%
LLY	F	0.52%	0.49%	0.49%
LMT	D	0.54%	1.19%	0.54%
MCK	C	0.68%	0.96%	0.68%
META	D	1.06%	0.51%	0.51%
MU	D	0.38%	0.4%	0.38%
NTAP	C	0.79%	0.59%	0.59%
NVDA	C	1.17%	0.42%	0.42%
NVR	D	0.3%	0.75%	0.3%
PEG	A	0.25%	1.22%	0.25%
PFE	D	0.21%	0.65%	0.21%
PHM	C	0.23%	0.58%	0.23%
REGN	F	0.43%	0.68%	0.43%
RTX	D	0.32%	1.02%	0.32%
SPG	C	0.18%	0.86%	0.18%
SWKS	F	0.36%	0.38%	0.36%
SYF	A	0.25%	0.82%	0.25%
T	A	0.5%	1.09%	0.5%
TFC	B	0.13%	0.74%	0.13%
UTHR	C	0.3%	0.64%	0.3%
VICI	C	0.15%	0.9%	0.15%
VTRS	B	0.08%	0.73%	0.08%
VZ	B	0.34%	0.9%	0.34%
WDC	C	0.74%	0.46%	0.46%
WELL	C	0.3%	1.22%	0.3%
WFC	A	0.39%	0.94%	0.39%
WMT	B	0.82%	1.2%	0.82%
WSM	B	0.12%	0.52%	0.12%

HLGE Overweight 270 Positions Relative to ULVM

Symbol	Grade	Weight
CARG	C	1.18%
AMZN	C	1.05%
ORCL	C	1.03%
EBAY	C	1.01%
CARS	B	0.94%
TXN	D	0.92%
CVLT	B	0.89%
QCOM	F	0.89%
NOW	B	0.88%
YELP	C	0.86%
NXPI	D	0.83%
MSFT	D	0.83%
AAPL	B	0.82%
FICO	B	0.81%
PSTG	D	0.79%
STX	D	0.79%
JWN	A	0.76%
DDS	B	0.75%
BKNG	B	0.74%
JNJ	D	0.73%
LOW	C	0.73%
FTNT	C	0.72%
TMUS	A	0.7%
VRTX	D	0.68%
HD	A	0.67%
CL	D	0.67%
DLB	B	0.66%
PRGS	A	0.66%
TJX	A	0.63%
MCHP	F	0.6%
ADI	D	0.6%
MTCH	F	0.6%
NFLX	B	0.6%
UNH	B	0.57%
CRUS	F	0.57%
TRIP	F	0.57%
AXNX	C	0.57%
PI	D	0.56%
CMCSA	C	0.54%
GILD	B	0.54%
OLED	F	0.53%
M	D	0.53%
MTD	F	0.53%
PANW	C	0.52%
CORT	B	0.49%
PINS	F	0.49%
MPWR	F	0.48%
EA	C	0.47%
MRK	F	0.46%
MS	B	0.44%
AMED	F	0.43%
MTB	B	0.43%
SNAP	C	0.42%
KO	D	0.41%
ZTS	D	0.41%
ACI	C	0.41%
PNC	A	0.41%
OLLI	C	0.41%
GEN	A	0.41%
MCO	A	0.4%
SYK	C	0.4%
VRNS	D	0.39%
QLYS	C	0.38%
TGT	F	0.37%
IAC	D	0.36%
CALM	B	0.36%
CRWD	B	0.35%
A	D	0.35%
BMY	B	0.35%
ISRG	C	0.35%
ON	C	0.34%
CW	B	0.34%
UBER	D	0.34%
MTSI	B	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%
STT	A	0.31%
EDR	A	0.31%
KMB	C	0.3%
AMGN	D	0.3%
RF	B	0.29%
HEI	B	0.28%
MCRI	A	0.28%
CDNS	B	0.28%
YUM	B	0.28%
MDT	D	0.28%
HBAN	B	0.28%
ADSK	B	0.28%
USB	A	0.28%
SYY	C	0.27%
PRU	A	0.27%
SMTC	A	0.26%
PTC	A	0.26%
KTB	A	0.26%
RCL	B	0.25%
EXEL	A	0.25%
OGN	F	0.25%
HUM	C	0.25%
TENB	C	0.24%
INCY	C	0.24%
SNPS	B	0.24%
JHG	A	0.24%
MSGS	B	0.24%
CB	D	0.24%
COLL	F	0.24%
COR	C	0.24%
WMK	B	0.23%
ZUO	C	0.23%
HON	B	0.23%
RMD	C	0.22%
POWI	D	0.22%
NYT	C	0.22%
PPL	B	0.21%
ITCI	C	0.21%
CINF	A	0.21%
TDG	D	0.21%
LRN	B	0.21%
PRG	B	0.21%
HLT	A	0.21%
TYL	A	0.21%
EHC	B	0.21%
BJ	B	0.2%
SMCI	D	0.2%
LAMR	C	0.2%
PGR	A	0.2%
HRB	D	0.2%
WAT	B	0.2%
ACIW	B	0.2%
TSCO	C	0.19%
CRDO	B	0.19%
BOX	A	0.18%
ZETA	D	0.18%
KVUE	A	0.18%
BLK	C	0.18%
ROST	C	0.17%
HSY	F	0.17%
NOC	D	0.17%
PSMT	C	0.17%
ANSS	B	0.16%
FSLR	F	0.16%
LOPE	B	0.16%
ADUS	D	0.16%
APPN	C	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%
KSS	F	0.15%
SFM	B	0.15%
DHR	D	0.15%
AMP	B	0.15%
AFL	B	0.15%
MMSI	B	0.15%
TDC	D	0.15%
ORI	A	0.14%
NHI	D	0.14%
ADBE	C	0.14%
PDCO	D	0.14%
FLO	C	0.14%
WGO	C	0.14%
ALKT	A	0.14%
SPGI	C	0.14%
FE	D	0.14%
EQR	B	0.13%
SF	B	0.13%
SHOO	D	0.13%
AGYS	B	0.13%
CHD	B	0.13%
RJF	A	0.13%
AEP	D	0.13%
TROW	A	0.13%
BDX	F	0.13%
BKE	B	0.12%
SHO	C	0.12%
JXN	B	0.12%
ICE	D	0.11%
LZB	B	0.11%
AVT	C	0.11%
MOG.A	B	0.11%
JEF	A	0.11%
LHX	C	0.11%
ZBH	C	0.11%
HOLX	D	0.11%
ED	D	0.1%
VEEV	B	0.1%
PJT	B	0.1%
EIX	A	0.1%
HIMS	A	0.1%
BBY	D	0.1%
KLG	C	0.09%
ETSY	D	0.09%
COKE	C	0.09%
UNM	A	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%
DFIN	D	0.08%
GOLF	B	0.08%
VTR	D	0.08%
ROP	B	0.08%
IDXX	F	0.08%
PINC	B	0.07%
VRSN	F	0.07%
FTDR	B	0.07%
DOCU	A	0.07%
BPOP	B	0.07%
DOCS	C	0.07%
ACGL	D	0.06%
AXS	A	0.06%
PRDO	B	0.06%
CPRX	C	0.06%
NWL	A	0.06%
VSTO	A	0.06%
AEE	A	0.06%
ABNB	C	0.06%
CAH	B	0.06%
EVR	B	0.06%
OFG	B	0.06%
ZS	C	0.05%
FHI	A	0.05%
LMAT	B	0.05%
LNTH	D	0.05%
WBA	D	0.05%
EPC	D	0.05%
NRG	C	0.04%
WEC	A	0.04%
MDLZ	F	0.04%
VCTR	B	0.04%
DIS	B	0.04%
PBH	B	0.04%
MRVL	B	0.04%
APO	A	0.04%
MKL	A	0.04%
WOR	D	0.04%
STE	F	0.04%
HLI	A	0.04%
LTC	B	0.03%
PFBC	B	0.03%
CTRE	D	0.03%
SNEX	A	0.03%
CNK	B	0.03%
BRBR	B	0.03%
MORN	A	0.03%
LYV	A	0.03%
MCD	D	0.03%
MANH	C	0.03%
BCO	D	0.03%
COLM	A	0.02%
MMM	D	0.02%
TNL	A	0.02%
CASH	B	0.02%
WHR	B	0.02%
ALL	B	0.02%
ANIP	D	0.01%
UE	B	0.01%
AMG	B	0.01%
PIPR	A	0.01%

HLGE Underweight 56 Positions Relative to ULVM

Symbol	Grade	Weight
KMI	B	-1.47%
FI	A	-1.39%
L	B	-1.3%
TRGP	B	-1.28%
PKG	B	-1.16%
LDOS	D	-1.07%
WAB	B	-1.03%
SSNC	A	-1.01%
HIG	B	-1.0%
CTSH	B	-0.93%
UAL	B	-0.91%
NWSA	B	-0.9%
DAL	B	-0.89%
MLM	B	-0.89%
TSN	B	-0.88%
ESS	B	-0.87%
EXC	D	-0.86%
IBM	C	-0.86%
LYB	F	-0.85%
KIM	A	-0.85%
RGA	A	-0.85%
MSTR	C	-0.84%
WY	D	-0.82%
IR	A	-0.81%
STLD	B	-0.81%
EME	B	-0.81%
APH	B	-0.8%
KHC	D	-0.8%
DOW	F	-0.8%
IP	B	-0.75%
TXT	D	-0.74%
CSL	B	-0.73%
KKR	B	-0.72%
PSX	C	-0.71%
OC	B	-0.71%
FANG	F	-0.69%
DD	D	-0.67%
CRBG	B	-0.67%
VST	B	-0.67%
GE	D	-0.66%
HWM	B	-0.66%
VLO	C	-0.62%
KEY	A	-0.62%
FDX	B	-0.59%
MPC	F	-0.58%
VRT	B	-0.56%
URI	B	-0.55%
ARE	D	-0.55%
LEN	C	-0.54%
TOL	A	-0.53%
THC	D	-0.52%
ALLY	C	-0.48%
ADM	F	-0.44%
BLDR	C	-0.4%
CVNA	B	-0.38%
MRNA	F	-0.14%