HLGE vs. VFMF ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to Vanguard U.S. Multifactor ETF (VFMF)

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

VFMF

Vanguard U.S. Multifactor ETF

VFMF Description

The investment seeks to provide long-term capital appreciation by investing in stocks with relatively strong recent performance, strong fundamentals, and low prices relative to fundamentals as determined by the advisor. The fund invests primarily in U.S. common stocks with the potential to generate higher returns relative to the broad U.S. equity market by investing in stocks with relatively strong recent performance, strong fundamentals, and low prices relative to fundamentals as determined by the advisor. Under normal circumstances, at least 80% of the fund's assets will be invested in securities issued by U.S. companies.

Grade (RS Rating)

Last Trade

$139.64

Average Daily Volume

8,764

Number of Holdings ^*

470

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	VFMF
30 Days	3.61%	6.72%
60 Days	3.94%	7.63%
90 Days	5.95%	7.99%
12 Months	29.57%	33.84%

110 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in VFMF	Overlap
ABBV	D	0.33%	0.93%	0.33%
AFL	B	0.15%	1.08%	0.15%
AIG	B	0.06%	1.02%	0.06%
AMG	B	0.01%	0.32%	0.01%
AMP	A	0.15%	0.17%	0.15%
AMZN	C	1.05%	0.06%	0.06%
APO	B	0.04%	0.74%	0.04%
AXP	A	0.27%	0.82%	0.27%
BAC	A	0.38%	0.16%	0.16%
BBY	D	0.1%	0.05%	0.05%
BJ	A	0.2%	0.05%	0.05%
BK	A	0.52%	0.98%	0.52%
BKE	B	0.12%	0.05%	0.05%
BKNG	A	0.74%	0.52%	0.52%
BPOP	B	0.07%	0.67%	0.07%
C	A	0.44%	0.06%	0.06%
CAH	B	0.06%	0.53%	0.06%
CALM	A	0.36%	0.28%	0.28%
CASH	A	0.02%	0.3%	0.02%
CASY	A	0.04%	0.05%	0.04%
CFG	B	0.03%	0.57%	0.03%
CI	F	0.35%	0.5%	0.35%
CL	D	0.67%	0.46%	0.46%
COKE	C	0.09%	0.18%	0.09%
COLL	F	0.24%	0.46%	0.24%
COR	B	0.24%	0.17%	0.17%
COST	B	0.51%	0.52%	0.51%
CPRX	C	0.06%	0.12%	0.06%
CRUS	D	0.57%	0.06%	0.06%
CRVL	A	0.16%	0.09%	0.09%
CVLT	B	0.89%	0.14%	0.14%
DDS	B	0.75%	0.03%	0.03%
DELL	C	0.94%	0.23%	0.23%
DHI	D	0.1%	0.26%	0.1%
EBAY	D	1.01%	0.07%	0.07%
EPC	D	0.05%	0.07%	0.05%
EQH	B	0.12%	0.2%	0.12%
FITB	A	0.37%	0.39%	0.37%
FLO	D	0.14%	0.06%	0.06%
GILD	C	0.54%	0.43%	0.43%
GM	B	0.74%	0.44%	0.44%
GOLF	B	0.08%	0.04%	0.04%
GOOGL	C	1.03%	0.5%	0.5%
HCA	F	0.39%	0.82%	0.39%
HIMS	B	0.1%	0.07%	0.07%
HPE	B	0.89%	0.04%	0.04%
HPQ	B	0.82%	0.19%	0.19%
HRB	D	0.2%	0.45%	0.2%
IMKTA	C	0.16%	0.18%	0.16%
JEF	A	0.11%	0.19%	0.11%
JNJ	D	0.73%	0.38%	0.38%
JPM	A	0.36%	0.72%	0.36%
JWN	C	0.76%	0.07%	0.07%
JXN	C	0.12%	0.1%	0.1%
KMB	D	0.3%	0.59%	0.3%
KR	B	0.54%	0.73%	0.54%
KTB	B	0.26%	0.15%	0.15%
LMT	D	0.54%	0.64%	0.54%
LNTH	D	0.05%	0.14%	0.05%
LOPE	B	0.16%	0.06%	0.06%
LRN	A	0.21%	0.1%	0.1%
LZB	B	0.11%	0.07%	0.07%
M	D	0.53%	0.22%	0.22%
MCK	B	0.68%	0.71%	0.68%
MCRI	A	0.28%	0.04%	0.04%
MET	A	0.08%	0.05%	0.05%
META	D	1.06%	0.82%	0.82%
MMM	D	0.02%	0.9%	0.02%
MOG.A	B	0.11%	0.09%	0.09%
MPWR	F	0.48%	0.1%	0.1%
MRK	F	0.46%	0.46%	0.46%
NTAP	C	0.79%	0.17%	0.17%
NVDA	C	1.17%	0.63%	0.63%
NVR	D	0.3%	0.18%	0.18%
OFG	B	0.06%	0.64%	0.06%
OGN	D	0.25%	0.12%	0.12%
ORI	A	0.14%	0.45%	0.14%
PFBC	B	0.03%	0.25%	0.03%
PGR	A	0.2%	0.2%	0.2%
PHM	D	0.23%	0.72%	0.23%
PINC	B	0.07%	0.18%	0.07%
PRDO	B	0.06%	0.34%	0.06%
PSMT	C	0.17%	0.08%	0.08%
PSTG	D	0.79%	0.12%	0.12%
QCOM	F	0.89%	0.82%	0.82%
RCL	A	0.25%	0.12%	0.12%
RMD	C	0.22%	0.15%	0.15%
RTX	C	0.32%	0.36%	0.32%
SFM	A	0.15%	0.16%	0.15%
SHOO	D	0.13%	0.04%	0.04%
STT	A	0.31%	0.23%	0.23%
SWKS	F	0.36%	0.09%	0.09%
SYF	B	0.25%	0.71%	0.25%
T	A	0.5%	0.77%	0.5%
TGT	F	0.37%	0.65%	0.37%
THO	B	0.08%	0.21%	0.08%
TJX	A	0.63%	0.42%	0.42%
TMUS	B	0.7%	0.75%	0.7%
TNL	A	0.02%	0.15%	0.02%
UNM	A	0.09%	0.28%	0.09%
UPBD	B	0.16%	0.08%	0.08%
UTHR	C	0.3%	0.37%	0.3%
VCTR	B	0.04%	0.18%	0.04%
VTRS	A	0.08%	0.04%	0.04%
VZ	C	0.34%	0.52%	0.34%
WFC	A	0.39%	1.25%	0.39%
WGO	C	0.14%	0.04%	0.04%
WMK	C	0.23%	0.16%	0.16%
WMT	A	0.82%	0.78%	0.78%
WSM	B	0.12%	0.28%	0.12%

HLGE Overweight 229 Positions Relative to VFMF

Symbol	Grade	Weight
CARG	C	1.18%
ORCL	B	1.03%
CARS	B	0.94%
TXN	C	0.92%
NOW	A	0.88%
YELP	C	0.86%
NXPI	D	0.83%
MSFT	F	0.83%
AAPL	C	0.82%
FICO	B	0.81%
STX	D	0.79%
WDC	D	0.74%
LOW	D	0.73%
FTNT	C	0.72%
VRTX	F	0.68%
HD	A	0.67%
DLB	B	0.66%
PRGS	A	0.66%
MCHP	D	0.6%
ADI	D	0.6%
MTCH	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%
ELV	F	0.53%
OLED	D	0.53%
AVGO	D	0.53%
GS	A	0.53%
MTD	D	0.53%
BSX	B	0.52%
LLY	F	0.52%
PANW	C	0.52%
CORT	B	0.49%
PINS	D	0.49%
EA	A	0.47%
MS	A	0.44%
BRK.A	B	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%
ACI	C	0.41%
PNC	B	0.41%
OLLI	D	0.41%
GEN	B	0.41%
MCO	B	0.4%
SYK	C	0.4%
VRNS	D	0.39%
QLYS	C	0.38%
MU	D	0.38%
IAC	D	0.36%
CRWD	B	0.35%
A	D	0.35%
BMY	B	0.35%
ISRG	A	0.35%
GD	F	0.35%
IRM	D	0.35%
ON	D	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%
SO	D	0.32%
PG	A	0.32%
DIOD	D	0.32%
DUK	C	0.31%
EDR	A	0.31%
WELL	A	0.3%
AMGN	D	0.3%
RF	A	0.29%
HEI	B	0.28%
GRMN	B	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%
GDDY	A	0.27%
PRU	A	0.27%
SMTC	B	0.26%
PTC	A	0.26%
EXEL	B	0.25%
PEG	A	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%
ZUO	B	0.23%
INTC	D	0.23%
HON	B	0.23%
POWI	D	0.22%
NYT	C	0.22%
PFE	D	0.21%
PPL	B	0.21%
ITCI	C	0.21%
CINF	A	0.21%
TDG	D	0.21%
PRG	C	0.21%
HLT	A	0.21%
TYL	B	0.21%
EHC	B	0.21%
SMCI	F	0.2%
LAMR	D	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%
DGX	A	0.16%
ANSS	B	0.16%
FSLR	F	0.16%
ADUS	D	0.16%
APPN	B	0.16%
AMD	F	0.16%
QRVO	F	0.16%
CHE	D	0.16%
VICI	C	0.15%
KSS	F	0.15%
DHR	F	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%
ALKT	B	0.14%
SPGI	C	0.14%
FE	C	0.14%
EQR	B	0.13%
SF	B	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%
SHO	C	0.12%
ICE	C	0.11%
AVT	C	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%
KLG	C	0.09%
ETSY	D	0.09%
O	D	0.08%
CHTR	C	0.08%
SRE	A	0.08%
DTE	C	0.08%
GIS	D	0.08%
F	C	0.08%
DFIN	D	0.08%
VTR	C	0.08%
ROP	B	0.08%
IDXX	F	0.08%
VRSN	F	0.07%
FTDR	A	0.07%
DOCU	A	0.07%
DOCS	C	0.07%
ACGL	D	0.06%
AXS	A	0.06%
NWL	B	0.06%
VSTO	A	0.06%
AEE	A	0.06%
ABNB	C	0.06%
EVR	B	0.06%
ZS	C	0.05%
FHI	A	0.05%
LMAT	A	0.05%
WBA	F	0.05%
NRG	B	0.04%
WEC	A	0.04%
MDLZ	F	0.04%
CBRE	B	0.04%
DIS	B	0.04%
PBH	A	0.04%
MRVL	B	0.04%
MKL	A	0.04%
WOR	F	0.04%
STE	F	0.04%
HLI	B	0.04%
LTC	B	0.03%
CTRE	D	0.03%
SNEX	B	0.03%
CNK	B	0.03%
BRBR	A	0.03%
MORN	B	0.03%
LYV	A	0.03%
MCD	D	0.03%
MANH	D	0.03%
BCO	D	0.03%
COLM	B	0.02%
WHR	B	0.02%
ALL	A	0.02%
ANIP	F	0.01%
UE	C	0.01%
CVS	D	0.01%
PIPR	B	0.01%

HLGE Underweight 360 Positions Relative to VFMF

Symbol	Grade	Weight
GOOG	C	-0.9%
VLO	C	-0.85%
MPC	D	-0.83%
PM	B	-0.81%
MO	A	-0.78%
AMAT	F	-0.78%
MLI	C	-0.71%
MTG	C	-0.71%
HIG	B	-0.7%
IBM	C	-0.61%
FANG	D	-0.6%
EWBC	A	-0.59%
FDX	B	-0.54%
KLAC	D	-0.52%
BCC	B	-0.52%
EOG	A	-0.51%
FI	A	-0.51%
FBP	B	-0.5%
ANET	C	-0.5%
CAT	B	-0.48%
XOM	B	-0.47%
OMF	A	-0.46%
TT	A	-0.44%
OC	A	-0.44%
AZO	C	-0.43%
SLM	A	-0.41%
CNO	A	-0.4%
PVH	C	-0.39%
AMAL	B	-0.39%
UFPI	B	-0.37%
NWS	B	-0.36%
KELYA	F	-0.36%
INGR	B	-0.35%
ANDE	D	-0.34%
CBSH	A	-0.34%
EIG	B	-0.34%
CBOE	B	-0.34%
IBOC	A	-0.34%
WRB	A	-0.33%
CVX	A	-0.33%
SCS	C	-0.32%
CPF	A	-0.31%
NMIH	D	-0.31%
ALSN	B	-0.3%
NTB	B	-0.3%
SIG	B	-0.3%
GIII	D	-0.3%
ACT	D	-0.29%
GFF	A	-0.29%
PRI	A	-0.28%
SRCE	B	-0.28%
TK	D	-0.27%
PSX	C	-0.27%
FCX	D	-0.26%
AYI	B	-0.26%
EAT	A	-0.26%
SKX	D	-0.26%
TPC	C	-0.26%
MHO	D	-0.25%
FCF	A	-0.25%
TOL	B	-0.25%
WSFS	A	-0.24%
PHIN	A	-0.24%
JBL	B	-0.24%
ASO	F	-0.24%
NSIT	F	-0.24%
CPAY	A	-0.23%
VIRT	B	-0.23%
MLKN	D	-0.23%
FNF	B	-0.23%
WTTR	B	-0.23%
EME	C	-0.22%
MHK	D	-0.22%
WFRD	D	-0.22%
MBIN	D	-0.22%
COP	C	-0.22%
RDN	C	-0.21%
GNW	A	-0.21%
SIGA	F	-0.21%
LPX	B	-0.21%
THC	D	-0.2%
CVCO	A	-0.2%
AMKR	D	-0.2%
AX	A	-0.2%
CAL	D	-0.2%
SPOT	B	-0.2%
AMWD	C	-0.2%
ASC	F	-0.2%
PPC	C	-0.2%
GMS	B	-0.2%
CROX	D	-0.2%
AMRX	C	-0.19%
AHCO	F	-0.19%
RL	B	-0.19%
ATGE	B	-0.19%
HWKN	B	-0.19%
BLD	D	-0.19%
PKG	A	-0.19%
BOKF	B	-0.19%
CRM	B	-0.19%
LEN	D	-0.19%
STNG	F	-0.18%
PLUS	F	-0.18%
TILE	B	-0.18%
STLD	B	-0.18%
BELFB	C	-0.18%
REVG	B	-0.18%
PATK	D	-0.18%
TEX	D	-0.18%
IESC	B	-0.18%
TMHC	B	-0.18%
CNOB	B	-0.18%
BLX	C	-0.18%
HP	B	-0.18%
COOP	B	-0.17%
SKYW	B	-0.17%
DLX	B	-0.17%
ALKS	B	-0.17%
CTRA	B	-0.17%
AEO	F	-0.17%
PLAB	C	-0.17%
URI	B	-0.17%
MRC	B	-0.17%
AIT	A	-0.17%
AGO	B	-0.17%
BV	B	-0.16%
STBA	B	-0.16%
TBBK	B	-0.16%
R	B	-0.16%
DECK	A	-0.16%
CF	B	-0.16%
IDT	B	-0.16%
CR	A	-0.16%
FIX	A	-0.16%
BG	F	-0.16%
KD	B	-0.16%
DVA	B	-0.16%
GNK	D	-0.16%
OMI	F	-0.16%
KBH	D	-0.16%
PR	B	-0.16%
SXC	A	-0.16%
ASB	B	-0.16%
KEX	C	-0.16%
ESAB	B	-0.15%
CRBG	B	-0.15%
PFGC	B	-0.15%
CHRD	D	-0.15%
DHT	F	-0.15%
CRC	B	-0.15%
PYPL	B	-0.15%
SNA	A	-0.15%
MEDP	D	-0.15%
DKS	C	-0.15%
SCSC	B	-0.15%
LDOS	C	-0.15%
SLVM	B	-0.15%
CHCO	B	-0.15%
WABC	B	-0.14%
DAKT	B	-0.14%
FTI	A	-0.14%
ETD	C	-0.14%
NR	B	-0.14%
AN	C	-0.14%
CNXN	C	-0.14%
ABCB	B	-0.14%
TNK	F	-0.14%
TPR	B	-0.14%
MCY	A	-0.14%
BBW	B	-0.14%
PUMP	B	-0.14%
MUSA	A	-0.14%
CMC	B	-0.14%
ENS	D	-0.14%
HAFC	A	-0.13%
PCAR	B	-0.13%
SPOK	C	-0.13%
NUE	C	-0.13%
MUR	D	-0.13%
VNT	B	-0.13%
HBI	B	-0.13%
EXPE	B	-0.13%
HCC	B	-0.13%
SM	B	-0.13%
TPH	D	-0.13%
NMRK	B	-0.13%
INSW	F	-0.12%
DNOW	B	-0.12%
PTGX	C	-0.12%
KNTK	B	-0.12%
ROCK	C	-0.12%
BHLB	B	-0.12%
WCC	B	-0.12%
ZEUS	C	-0.12%
FIBK	A	-0.12%
CBU	B	-0.12%
SSD	D	-0.12%
HWC	B	-0.12%
CTSH	B	-0.12%
UA	C	-0.12%
CYH	F	-0.12%
IMMR	C	-0.12%
URBN	C	-0.12%
AGX	B	-0.12%
BLDR	D	-0.12%
SPTN	D	-0.11%
PH	A	-0.11%
SCHL	D	-0.11%
EXP	A	-0.11%
HALO	F	-0.11%
LPG	F	-0.11%
SBSI	B	-0.11%
CEIX	A	-0.11%
REX	D	-0.11%
CNX	A	-0.11%
AMR	C	-0.11%
MATX	C	-0.11%
RS	B	-0.11%
ITRI	B	-0.1%
GPC	D	-0.1%
DOX	D	-0.1%
GRBK	D	-0.1%
QCRH	A	-0.1%
UHS	D	-0.1%
WHD	B	-0.1%
FLWS	F	-0.1%
VERX	B	-0.1%
LYB	F	-0.1%
SANM	B	-0.1%
CDNA	D	-0.1%
AZZ	B	-0.1%
GRND	A	-0.09%
ARW	D	-0.09%
APOG	B	-0.09%
OXM	D	-0.09%
NAVI	C	-0.09%
GPOR	B	-0.09%
WLY	B	-0.09%
DXPE	B	-0.09%
JELD	F	-0.09%
INDB	B	-0.09%
FDP	B	-0.08%
SFNC	B	-0.08%
MTDR	B	-0.08%
GAP	C	-0.08%
ARCB	C	-0.08%
SD	D	-0.08%
HSTM	B	-0.08%
ACCO	C	-0.08%
CACI	D	-0.07%
WMS	D	-0.07%
DOLE	D	-0.07%
OVV	B	-0.07%
USAP	B	-0.07%
CNA	B	-0.07%
DESP	B	-0.07%
MTUS	C	-0.07%
ZIMV	D	-0.07%
CTAS	B	-0.07%
PLPC	B	-0.07%
BBSI	B	-0.07%
HVT	D	-0.07%
CG	A	-0.07%
LEN	D	-0.07%
STRL	B	-0.07%
NTGR	B	-0.07%
IDCC	A	-0.07%
VFC	C	-0.07%
CNM	D	-0.07%
RES	D	-0.07%
MTH	D	-0.07%
CSL	C	-0.07%
FN	D	-0.06%
NHC	C	-0.06%
UTI	A	-0.06%
GOGL	F	-0.06%
CENTA	C	-0.06%
JILL	C	-0.06%
WU	D	-0.06%
CIVI	D	-0.06%
FRME	B	-0.06%
CATY	B	-0.06%
BWA	D	-0.06%
HNI	B	-0.06%
PFG	D	-0.06%
NAT	F	-0.06%
AGM	C	-0.06%
RNR	C	-0.06%
OSUR	F	-0.05%
TCBI	B	-0.05%
GRNT	B	-0.05%
CLW	F	-0.05%
NOG	A	-0.05%
LBRT	D	-0.05%
UFPT	B	-0.05%
SCVL	F	-0.05%
NX	C	-0.05%
SN	D	-0.05%
DASH	A	-0.05%
BTU	B	-0.05%
ZUMZ	C	-0.05%
SUPN	C	-0.05%
CBT	C	-0.05%
YOU	D	-0.05%
PRK	B	-0.05%
MD	B	-0.05%
ADMA	B	-0.05%
CRS	A	-0.05%
LQDT	B	-0.05%
OSBC	A	-0.05%
LYTS	B	-0.05%
SMLR	B	-0.04%
CTS	C	-0.04%
HOV	D	-0.04%
HEES	B	-0.04%
HSII	B	-0.04%
STGW	B	-0.04%
SXI	B	-0.04%
BKU	A	-0.04%
KFRC	D	-0.04%
MBUU	C	-0.04%
MGY	A	-0.04%
NSSC	D	-0.04%
NXST	C	-0.04%
TNC	D	-0.04%
WEX	D	-0.04%
GEO	B	-0.04%
PRMW	C	-0.04%
EFSC	B	-0.04%
CRAI	B	-0.04%
ATEN	B	-0.03%
GPI	A	-0.03%
GPK	C	-0.03%
UVSP	B	-0.03%
BSIG	A	-0.03%
BYD	C	-0.03%
STRA	C	-0.03%
PRLB	A	-0.03%
KMT	B	-0.03%
BERY	B	-0.03%
MOV	C	-0.03%
CCRN	F	-0.03%
RRC	B	-0.03%
HFWA	B	-0.03%
BRY	F	-0.03%
EPAC	B	-0.03%
TPL	A	-0.03%
TCBK	B	-0.03%
WNC	C	-0.03%
INGN	C	-0.02%
VRA	F	-0.02%
RGP	F	-0.02%
ATKR	C	-0.02%
BUSE	B	-0.02%
MAN	D	-0.02%
PEBO	A	-0.02%
FFIV	B	-0.02%
SB	F	-0.02%
ADTN	A	-0.02%
MBWM	B	-0.02%