HLGE vs. VO ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to Vanguard Mid-Cap ETF - DNQ (VO)
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
VO

Vanguard Mid-Cap ETF - DNQ

VO Description The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Index, a broadly diversified index of stocks of mid-size U.S. companies. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Grade (RS Rating)

Last Trade

$281.84

Average Daily Volume

578,616

Number of Holdings *

306

* may have additional holdings in another (foreign) market
Performance
Period HLGE VO
30 Days 3.61% 5.97%
60 Days 3.94% 7.54%
90 Days 5.95% 10.26%
12 Months 29.57% 32.89%
97 Overlapping Holdings
Symbol Grade Weight in HLGE Weight in VO Overlap
A D 0.35% 0.46% 0.35%
ACGL D 0.06% 0.43% 0.06%
AEE A 0.06% 0.28% 0.06%
AIG B 0.06% 0.3% 0.06%
ALL A 0.02% 0.6% 0.02%
AMP A 0.15% 0.61% 0.15%
ANSS B 0.16% 0.34% 0.16%
APO B 0.04% 0.69% 0.04%
APP B 0.18% 0.23% 0.18%
AVB B 0.18% 0.38% 0.18%
BBY D 0.1% 0.21% 0.1%
CAH B 0.06% 0.32% 0.06%
CBRE B 0.04% 0.49% 0.04%
CFG B 0.03% 0.22% 0.03%
CHD B 0.13% 0.3% 0.13%
CINF A 0.21% 0.27% 0.21%
CNC D 0.2% 0.4% 0.2%
COR B 0.24% 0.49% 0.24%
DGX A 0.16% 0.21% 0.16%
DHI D 0.1% 0.6% 0.1%
DTE C 0.08% 0.27% 0.08%
EA A 0.47% 0.48% 0.47%
EBAY D 1.01% 0.34% 0.34%
ED D 0.1% 0.43% 0.1%
EIX B 0.1% 0.38% 0.1%
EQR B 0.13% 0.31% 0.13%
ETR B 0.28% 0.4% 0.28%
FE C 0.14% 0.28% 0.14%
FICO B 0.81% 0.56% 0.56%
FITB A 0.37% 0.36% 0.36%
FOXA B 0.14% 0.12% 0.12%
FSLR F 0.16% 0.24% 0.16%
FTNT C 0.72% 0.29% 0.29%
GDDY A 0.27% 0.29% 0.27%
GEN B 0.41% 0.18% 0.18%
GIS D 0.08% 0.46% 0.08%
GRMN B 0.28% 0.37% 0.28%
HBAN A 0.28% 0.27% 0.27%
HEI B 0.28% 0.12% 0.12%
HEI B 0.28% 0.18% 0.18%
HLT A 0.21% 0.35% 0.21%
HOLX D 0.11% 0.23% 0.11%
HPE B 0.89% 0.31% 0.31%
HPQ B 0.82% 0.42% 0.42%
HSY F 0.17% 0.32% 0.17%
IDXX F 0.08% 0.41% 0.08%
INCY C 0.24% 0.07% 0.07%
IRM D 0.35% 0.44% 0.35%
KR B 0.54% 0.44% 0.44%
KVUE A 0.18% 0.53% 0.18%
LHX C 0.11% 0.57% 0.11%
LYV A 0.03% 0.23% 0.03%
MCHP D 0.6% 0.48% 0.48%
MKL A 0.04% 0.23% 0.04%
MPWR F 0.48% 0.43% 0.43%
MRVL B 0.04% 0.42% 0.04%
MTB A 0.43% 0.39% 0.39%
MTD D 0.53% 0.33% 0.33%
NTAP C 0.79% 0.29% 0.29%
NVR D 0.3% 0.32% 0.3%
O D 0.08% 0.63% 0.08%
ON D 0.34% 0.37% 0.34%
PEG A 0.25% 0.54% 0.25%
PHM D 0.23% 0.33% 0.23%
PINS D 0.49% 0.23% 0.23%
PPL B 0.21% 0.28% 0.21%
PRU A 0.27% 0.53% 0.27%
RCL A 0.25% 0.55% 0.25%
RF A 0.29% 0.26% 0.26%
RJF A 0.13% 0.33% 0.13%
RMD C 0.22% 0.43% 0.22%
SMCI F 0.2% 0.18% 0.18%
SNAP C 0.42% 0.16% 0.16%
SPG B 0.18% 0.32% 0.18%
STE F 0.04% 0.27% 0.04%
STT A 0.31% 0.32% 0.31%
STX D 0.79% 0.26% 0.26%
SWKS F 0.36% 0.17% 0.17%
SYF B 0.25% 0.26% 0.25%
SYY B 0.27% 0.45% 0.27%
TDG D 0.21% 0.84% 0.21%
TROW B 0.13% 0.3% 0.13%
TSCO D 0.19% 0.35% 0.19%
TYL B 0.21% 0.31% 0.21%
VEEV C 0.1% 0.37% 0.1%
VICI C 0.15% 0.36% 0.15%
VRSN F 0.07% 0.18% 0.07%
VTR C 0.08% 0.33% 0.08%
VTRS A 0.08% 0.17% 0.08%
WAT B 0.2% 0.23% 0.2%
WBA F 0.05% 0.04% 0.04%
WDC D 0.74% 0.27% 0.27%
WEC A 0.04% 0.37% 0.04%
WELL A 0.3% 1.0% 0.3%
YUM B 0.28% 0.45% 0.28%
ZBH C 0.11% 0.26% 0.11%
ZS C 0.05% 0.2% 0.05%
HLGE Overweight 243 Positions Relative to VO
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%
DELL C 0.94%
CARS B 0.94%
TXN C 0.92%
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%
WMT A 0.82%
PSTG D 0.79%
JWN C 0.76%
DDS B 0.75%
GM B 0.74%
BKNG A 0.74%
JNJ D 0.73%
LOW D 0.73%
TMUS B 0.7%
VRTX F 0.68%
MCK B 0.68%
HD A 0.67%
CL D 0.67%
DLB B 0.66%
PRGS A 0.66%
TJX A 0.63%
ADI D 0.6%
MTCH D 0.6%
NFLX A 0.6%
UNH C 0.57%
CRUS D 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%
ELV F 0.53%
OLED D 0.53%
AVGO D 0.53%
GS A 0.53%
M 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%
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%
KO D 0.41%
ZTS D 0.41%
ACI C 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%
TGT F 0.37%
JPM A 0.36%
IAC D 0.36%
CALM A 0.36%
CRWD B 0.35%
BMY B 0.35%
ISRG A 0.35%
CI F 0.35%
GD F 0.35%
CW B 0.34%
VZ C 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%
RTX C 0.32%
DUK C 0.31%
EDR A 0.31%
UTHR C 0.3%
KMB D 0.3%
AMGN D 0.3%
MCRI A 0.28%
CDNS B 0.28%
MDT D 0.28%
ADSK A 0.28%
USB A 0.28%
AXP 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%
CB C 0.24%
COLL F 0.24%
WMK C 0.23%
ZUO B 0.23%
INTC D 0.23%
HON B 0.23%
POWI D 0.22%
NYT C 0.22%
PFE D 0.21%
ITCI C 0.21%
LRN A 0.21%
PRG C 0.21%
EHC B 0.21%
BJ A 0.2%
LAMR D 0.2%
PGR A 0.2%
HRB D 0.2%
ACIW B 0.2%
COF B 0.19%
CRDO B 0.19%
BOX B 0.18%
ZETA D 0.18%
FCNCA A 0.18%
BLK C 0.18%
ROST C 0.17%
NOC D 0.17%
PSMT C 0.17%
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%
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 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%
AEP D 0.13%
TFC A 0.13%
BDX F 0.13%
WSM B 0.12%
BKE B 0.12%
SHO C 0.12%
JXN C 0.12%
EQH B 0.12%
ICE C 0.11%
LZB B 0.11%
AVT C 0.11%
MOG.A B 0.11%
JEF A 0.11%
PJT A 0.1%
HIMS B 0.1%
KLG C 0.09%
ETSY D 0.09%
COKE C 0.09%
UNM A 0.09%
CHTR C 0.08%
SRE A 0.08%
THO B 0.08%
MET A 0.08%
F C 0.08%
DFIN D 0.08%
GOLF B 0.08%
ROP 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%
ABNB C 0.06%
EVR B 0.06%
OFG B 0.06%
FHI A 0.05%
LMAT A 0.05%
LNTH D 0.05%
EPC D 0.05%
NRG B 0.04%
MDLZ F 0.04%
VCTR B 0.04%
DIS B 0.04%
PBH 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%
MCD D 0.03%
MANH D 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%
ANIP F 0.01%
UE C 0.01%
AMG B 0.01%
CVS D 0.01%
PIPR B 0.01%
HLGE Underweight 209 Positions Relative to VO
Symbol Grade Weight
PLTR B -1.02%
CEG D -1.01%
APH A -0.98%
MSI B -0.91%
CTAS B -0.86%
CARR D -0.76%
AJG B -0.75%
DLR B -0.71%
OKE A -0.69%
PCAR B -0.66%
URI B -0.65%
NEM D -0.64%
TTD B -0.63%
DASH A -0.62%
GWW B -0.59%
FIS C -0.59%
CMI A -0.55%
WCN A -0.55%
PWR A -0.54%
CPRT A -0.54%
FAST B -0.54%
MSCI C -0.52%
VST B -0.52%
CTVA C -0.51%
PCG A -0.51%
AME A -0.51%
LEN D -0.5%
LNG B -0.5%
GEV B -0.5%
SQ B -0.49%
HWM A -0.49%
EXC C -0.48%
OTIS C -0.48%
IR B -0.47%
ODFL B -0.47%
VRT B -0.47%
VRSK A -0.47%
BKR B -0.46%
GEHC F -0.46%
IT C -0.45%
DAL C -0.45%
CTSH B -0.45%
DDOG A -0.45%
XEL A -0.45%
DFS B -0.45%
HES B -0.45%
VMC B -0.44%
MLM B -0.44%
GLW B -0.44%
IQV D -0.43%
ALNY D -0.42%
EXR D -0.42%
DOW F -0.42%
FANG D -0.41%
NUE C -0.41%
LULU C -0.41%
NDAQ A -0.41%
EFX F -0.4%
WAB B -0.4%
WMB A -0.39%
HIG B -0.39%
COIN C -0.38%
DD D -0.38%
TEAM A -0.37%
ROK B -0.37%
WTW B -0.37%
XYL D -0.36%
ARES A -0.36%
CSGP D -0.36%
PPG F -0.35%
RBLX C -0.34%
DXCM D -0.34%
AWK D -0.33%
TTWO A -0.33%
HUBS A -0.33%
KEYS A -0.32%
DOV A -0.32%
ADM D -0.32%
JCI C -0.31%
NET B -0.31%
BIIB F -0.31%
IFF D -0.31%
AZO C -0.31%
UAL A -0.31%
BR A -0.3%
SBAC D -0.3%
D C -0.3%
FTV C -0.3%
CDW F -0.3%
ES D -0.29%
BRO B -0.29%
VLTO D -0.29%
DVN F -0.29%
ILMN D -0.28%
KMI A -0.28%
HAL C -0.27%
K A -0.27%
WST C -0.27%
CBOE B -0.27%
LYB F -0.27%
WY D -0.27%
LPLA A -0.26%
GPN B -0.26%
TDY B -0.26%
MSTR C -0.26%
CPAY A -0.26%
PKG A -0.25%
CMS C -0.25%
CCL B -0.25%
EXPE B -0.24%
ARE D -0.24%
CLX B -0.24%
TRU D -0.24%
ZBRA B -0.24%
MKC D -0.24%
OMC C -0.24%
EW C -0.24%
MRNA F -0.23%
MDB C -0.23%
DRI B -0.23%
PFG D -0.23%
LVS C -0.23%
LH C -0.23%
CNP B -0.23%
NTRS A -0.23%
IP B -0.23%
MOH F -0.22%
WBD C -0.22%
BALL D -0.22%
BAX D -0.22%
ESS B -0.22%
INVH D -0.22%
TRGP B -0.22%
LUV C -0.22%
FDS B -0.21%
SNOW C -0.21%
TER D -0.21%
SNA A -0.21%
MAS D -0.21%
J F -0.21%
DG F -0.21%
ULTA F -0.21%
ZM B -0.21%
MAA B -0.21%
WRB A -0.2%
SUI D -0.2%
AVY D -0.2%
TSN B -0.2%
EXPD D -0.2%
CTRA B -0.2%
AKAM D -0.19%
EG C -0.19%
LNT A -0.19%
MRO B -0.19%
FNF B -0.19%
IBKR A -0.19%
BURL A -0.19%
GPC D -0.19%
KEY B -0.19%
AVTR F -0.18%
DPZ C -0.18%
CVNA B -0.18%
ALGN D -0.18%
SSNC B -0.18%
RVTY F -0.18%
L A -0.18%
JBHT C -0.18%
TW A -0.18%
TRMB B -0.18%
CF B -0.18%
TXT D -0.18%
APTV D -0.18%
ROL B -0.17%
CE F -0.17%
CAG D -0.17%
SWK D -0.17%
NWSA B -0.16%
DLTR F -0.16%
WPC D -0.15%
LDOS C -0.15%
BMRN D -0.15%
TPL A -0.14%
HUBB B -0.14%
OKTA C -0.14%
ENPH F -0.13%
EQT B -0.13%
STLD B -0.12%
RPRX D -0.12%
CPB D -0.11%
HRL D -0.11%
DOC D -0.1%
NI A -0.1%
PODD C -0.1%
EL F -0.09%
BSY D -0.09%
CRBG B -0.08%
POOL C -0.08%
EVRG A -0.08%
UDR B -0.08%
ALB C -0.07%
FOX A -0.05%
WMG C -0.05%
MGM D -0.05%
BEN C -0.04%
RKT F -0.03%
WLK D -0.03%
AGR B -0.03%
LEN D -0.02%
NWS B -0.01%
Compare ETFs