HLGE vs. WRND ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to IQ Global Equity R&D Leaders ETF (WRND)

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

WRND

IQ Global Equity R&D Leaders ETF

WRND Description

IQ Global Equity R&D Leaders ETF is an exchange traded fund launched by New York Life Investment Management LLC. The fund is managed by IndexIQ Advisors LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the IQ Global Equity R&D Leaders Index, by using full replication technique. IQ Global Equity R&D Leaders ETF was formed on December 14, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$29.08

Average Daily Volume

1,357

Number of Holdings ^*

112

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	WRND
30 Days	3.61%	-1.90%
60 Days	3.94%	-1.83%
90 Days	5.95%	-1.88%
12 Months	29.57%	18.15%

62 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in WRND	Overlap
AAPL	C	0.82%	3.25%	0.82%
ABBV	D	0.33%	0.68%	0.33%
ABBV	D	0.33%	0.17%	0.17%
ABNB	C	0.06%	0.19%	0.06%
ABT	B	0.33%	0.3%	0.3%
ADBE	C	0.14%	0.39%	0.14%
ADI	D	0.6%	0.15%	0.15%
ADSK	A	0.28%	0.17%	0.17%
AMD	F	0.16%	0.57%	0.16%
AMGN	D	0.3%	0.47%	0.3%
AMZN	C	1.05%	6.24%	1.05%
AVGO	D	0.53%	0.86%	0.53%
BDX	F	0.13%	0.12%	0.12%
BMY	B	0.35%	1.17%	0.35%
BSX	B	0.52%	0.17%	0.17%
CDNS	B	0.28%	0.17%	0.17%
DHR	F	0.15%	0.14%	0.14%
EA	A	0.47%	0.3%	0.3%
EBAY	D	1.01%	0.16%	0.16%
F	C	0.08%	0.89%	0.08%
GILD	C	0.54%	0.64%	0.54%
GM	B	0.74%	1.2%	0.74%
GOOGL	C	1.03%	5.25%	1.03%
HON	B	0.23%	0.18%	0.18%
HPE	B	0.89%	0.27%	0.27%
HPQ	B	0.82%	0.19%	0.19%
INCY	C	0.24%	0.29%	0.24%
INTC	D	0.23%	1.97%	0.23%
INTU	C	0.33%	0.3%	0.3%
ISRG	A	0.35%	0.12%	0.12%
JNJ	D	0.73%	1.48%	0.73%
LLY	F	0.52%	0.85%	0.52%
LMT	D	0.54%	0.15%	0.15%
MCHP	D	0.6%	0.09%	0.09%
MDT	D	0.28%	0.28%	0.28%
META	D	1.06%	4.08%	1.06%
MMM	D	0.02%	0.16%	0.02%
MRK	F	0.46%	1.59%	0.46%
MRVL	B	0.04%	0.24%	0.04%
MSFT	F	0.83%	2.97%	0.83%
MU	D	0.38%	0.38%	0.38%
NFLX	A	0.6%	0.35%	0.35%
NOC	D	0.17%	0.12%	0.12%
NOW	A	0.88%	0.26%	0.26%
NTAP	C	0.79%	0.11%	0.11%
NVDA	C	1.17%	1.34%	1.17%
NXPI	D	0.83%	0.24%	0.24%
ORCL	B	1.03%	1.05%	1.03%
PANW	C	0.52%	0.22%	0.22%
PFE	D	0.21%	0.94%	0.21%
PG	A	0.32%	0.21%	0.21%
PINS	D	0.49%	0.11%	0.11%
QCOM	F	0.89%	0.9%	0.89%
REGN	F	0.43%	0.29%	0.29%
RTX	C	0.32%	0.3%	0.3%
SNPS	B	0.24%	0.22%	0.22%
SYK	C	0.4%	0.15%	0.15%
TMO	F	0.33%	0.12%	0.12%
TXN	C	0.92%	0.21%	0.21%
UBER	D	0.34%	0.31%	0.31%
VRTX	F	0.68%	0.84%	0.68%
WDC	D	0.74%	0.19%	0.19%

HLGE Overweight 278 Positions Relative to WRND

Symbol	Grade	Weight
CARG	C	1.18%
DELL	C	0.94%
CARS	B	0.94%
CVLT	B	0.89%
YELP	C	0.86%
WMT	A	0.82%
FICO	B	0.81%
PSTG	D	0.79%
STX	D	0.79%
JWN	C	0.76%
DDS	B	0.75%
BKNG	A	0.74%
LOW	D	0.73%
FTNT	C	0.72%
TMUS	B	0.7%
MCK	B	0.68%
HD	A	0.67%
CL	D	0.67%
DLB	B	0.66%
PRGS	A	0.66%
TJX	A	0.63%
MTCH	D	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%
KR	B	0.54%
ELV	F	0.53%
OLED	D	0.53%
GS	A	0.53%
M	D	0.53%
MTD	D	0.53%
BK	A	0.52%
COST	B	0.51%
T	A	0.5%
CORT	B	0.49%
MPWR	F	0.48%
MS	A	0.44%
BRK.A	B	0.44%
C	A	0.44%
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%
VRNS	D	0.39%
HCA	F	0.39%
WFC	A	0.39%
QLYS	C	0.38%
BAC	A	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%
CI	F	0.35%
GD	F	0.35%
IRM	D	0.35%
ON	D	0.34%
CW	B	0.34%
VZ	C	0.34%
MTSI	B	0.34%
XRX	F	0.33%
PEP	F	0.33%
SO	D	0.32%
DIOD	D	0.32%
DUK	C	0.31%
STT	A	0.31%
EDR	A	0.31%
UTHR	C	0.3%
KMB	D	0.3%
WELL	A	0.3%
NVR	D	0.3%
RF	A	0.29%
HEI	B	0.28%
GRMN	B	0.28%
MCRI	A	0.28%
YUM	B	0.28%
ETR	B	0.28%
HBAN	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%
EXEL	B	0.25%
PEG	A	0.25%
OGN	D	0.25%
SYF	B	0.25%
HUM	C	0.25%
TENB	C	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%
PHM	D	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	A	0.21%
PRG	C	0.21%
HLT	A	0.21%
TYL	B	0.21%
EHC	B	0.21%
BJ	A	0.2%
SMCI	F	0.2%
LAMR	D	0.2%
PGR	A	0.2%
HRB	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%
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%
QRVO	F	0.16%
CHE	D	0.16%
IMKTA	C	0.16%
VICI	C	0.15%
KSS	F	0.15%
SFM	A	0.15%
AMP	A	0.15%
AFL	B	0.15%
MMSI	B	0.15%
TDC	D	0.15%
ORI	A	0.14%
FOXA	B	0.14%
NHI	D	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%
SF	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%
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%
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%
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%
VTRS	A	0.08%
MET	A	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%
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%
AIG	B	0.06%
NWL	B	0.06%
VSTO	A	0.06%
AEE	A	0.06%
CAH	B	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%
WBA	F	0.05%
EPC	D	0.05%
NRG	B	0.04%
WEC	A	0.04%
MDLZ	F	0.04%
VCTR	B	0.04%
CBRE	B	0.04%
DIS	B	0.04%
PBH	A	0.04%
APO	B	0.04%
MKL	A	0.04%
WOR	F	0.04%
CASY	A	0.04%
STE	F	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%
LYV	A	0.03%
MCD	D	0.03%
MANH	D	0.03%
CFG	B	0.03%
BCO	D	0.03%
COLM	B	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 50 Positions Relative to WRND

Symbol	Grade	Weight
NVS	D	-0.96%
BABA	D	-0.95%
CSCO	B	-0.93%
TM	D	-0.74%
IBM	C	-0.71%
TSLA	B	-0.67%
SONY	B	-0.66%
STLA	F	-0.66%
CRM	B	-0.66%
HMC	F	-0.65%
BIDU	F	-0.39%
SQ	B	-0.39%
BA	F	-0.36%
TEAM	A	-0.34%
PYPL	B	-0.34%
AMAT	F	-0.3%
WDAY	B	-0.28%
MRNA	F	-0.27%
TCOM	B	-0.27%
CAT	B	-0.24%
SHOP	B	-0.24%
DE	A	-0.24%
SPOT	B	-0.22%
LI	F	-0.22%
MELI	D	-0.21%
BGNE	D	-0.2%
SNOW	C	-0.19%
CMI	A	-0.19%
NIO	F	-0.19%
EXPE	B	-0.18%
GE	D	-0.18%
LRCX	F	-0.18%
RIVN	F	-0.17%
BIIB	F	-0.17%
RBLX	C	-0.16%
ACN	C	-0.15%
ILMN	D	-0.14%
DASH	A	-0.14%
CTVA	C	-0.14%
GLW	B	-0.12%
DDOG	A	-0.12%
EW	C	-0.12%
GEHC	F	-0.12%
LPL	F	-0.11%
JNPR	F	-0.11%
KLAC	D	-0.11%
UL	D	-0.11%
ALNY	D	-0.1%
APTV	D	-0.1%
LCID	F	-0.07%