HLGE vs. XJR ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to iShares ESG Screened S&P Small-Cap ETF (XJR)
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

$32.37

Average Daily Volume

494

Number of Holdings *

339

* may have additional holdings in another (foreign) market
XJR

iShares ESG Screened S&P Small-Cap ETF

XJR Description The investment seeks to track the investment results of an index composed of small-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P SmallCap 600 Sustainability Screened Index, which measures the performance of the small-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$44.42

Average Daily Volume

6,400

Number of Holdings *

541

* may have additional holdings in another (foreign) market
Performance
Period HLGE XJR
30 Days 1.74% 6.53%
60 Days 2.94% 5.20%
90 Days 4.94% 5.64%
12 Months 28.33% 29.79%
55 Overlapping Holdings
Symbol Grade Weight in HLGE Weight in XJR Overlap
ACIW B 0.2% 0.46% 0.2%
ADUS D 0.16% 0.18% 0.16%
AGYS A 0.13% 0.22% 0.13%
ANIP F 0.01% 0.08% 0.01%
BKE B 0.12% 0.12% 0.12%
BOX B 0.18% 0.4% 0.18%
CALM A 0.36% 0.3% 0.3%
CARG B 1.18% 0.25% 0.25%
CARS C 0.94% 0.09% 0.09%
CASH B 0.02% 0.0% 0.0%
CNK C 0.03% 0.28% 0.03%
COLL F 0.24% 0.08% 0.08%
CORT B 0.49% 0.41% 0.41%
CPRX C 0.06% 0.19% 0.06%
CRVL B 0.16% 0.25% 0.16%
CTRE C 0.03% 0.41% 0.03%
DFIN D 0.08% 0.13% 0.08%
DIOD D 0.32% 0.21% 0.21%
EPC F 0.05% 0.14% 0.05%
FTDR B 0.07% 0.34% 0.07%
IAC F 0.36% 0.27% 0.27%
JXN C 0.12% 0.05% 0.05%
KSS F 0.15% 0.17% 0.15%
KTB B 0.26% 0.37% 0.26%
LMAT A 0.05% 0.17% 0.05%
LRN A 0.21% 0.34% 0.21%
LTC B 0.03% 0.13% 0.03%
LZB B 0.11% 0.15% 0.11%
MCRI A 0.28% 0.09% 0.09%
MMSI A 0.15% 0.47% 0.15%
MSGS A 0.24% 0.3% 0.24%
NWL C 0.06% 0.3% 0.06%
OFG B 0.06% 0.0% 0.0%
OGN F 0.25% 0.32% 0.25%
PBH A 0.04% 0.33% 0.04%
PDCO F 0.14% 0.12% 0.12%
PFBC B 0.03% 0.0% 0.0%
PINC B 0.07% 0.19% 0.07%
PIPR A 0.01% 0.42% 0.01%
PJT A 0.1% 0.31% 0.1%
PRDO B 0.06% 0.0% 0.0%
PRG C 0.21% 0.16% 0.16%
PRGS A 0.66% 0.23% 0.23%
PSMT D 0.17% 0.18% 0.17%
SHO D 0.12% 0.17% 0.12%
SHOO F 0.13% 0.26% 0.13%
SMTC B 0.26% 0.29% 0.26%
SNEX B 0.03% 0.22% 0.03%
TRIP F 0.57% 0.13% 0.13%
UE B 0.01% 0.22% 0.01%
UPBD B 0.16% 0.13% 0.13%
WGO C 0.14% 0.14% 0.14%
WOR F 0.04% 0.1% 0.04%
XRX F 0.33% 0.08% 0.08%
YELP C 0.86% 0.2% 0.2%
HLGE Overweight 284 Positions Relative to XJR
Symbol Grade Weight
NVDA B 1.17%
META D 1.06%
AMZN C 1.05%
GOOGL C 1.03%
ORCL A 1.03%
EBAY D 1.01%
DELL B 0.94%
TXN C 0.92%
HPE B 0.89%
CVLT B 0.89%
QCOM F 0.89%
NOW A 0.88%
NXPI D 0.83%
MSFT D 0.83%
AAPL C 0.82%
HPQ B 0.82%
WMT A 0.82%
FICO B 0.81%
PSTG D 0.79%
STX C 0.79%
NTAP C 0.79%
JWN D 0.76%
DDS B 0.75%
WDC D 0.74%
GM C 0.74%
BKNG A 0.74%
JNJ C 0.73%
LOW C 0.73%
FTNT C 0.72%
TMUS B 0.7%
VRTX D 0.68%
MCK A 0.68%
HD B 0.67%
CL D 0.67%
DLB B 0.66%
TJX A 0.63%
MCHP F 0.6%
ADI D 0.6%
MTCH D 0.6%
NFLX A 0.6%
UNH B 0.57%
CRUS D 0.57%
AXNX A 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%
OLED F 0.53%
AVGO D 0.53%
GS A 0.53%
M F 0.53%
MTD F 0.53%
BK A 0.52%
BSX A 0.52%
LLY F 0.52%
PANW B 0.52%
COST A 0.51%
T A 0.5%
PINS F 0.49%
MPWR F 0.48%
EA A 0.47%
MRK D 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 D 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 B 0.4%
VRNS D 0.39%
HCA F 0.39%
WFC A 0.39%
QLYS B 0.38%
BAC A 0.38%
MU D 0.38%
FITB B 0.37%
TGT F 0.37%
JPM A 0.36%
SWKS F 0.36%
CRWD B 0.35%
A D 0.35%
BMY B 0.35%
ISRG A 0.35%
CI D 0.35%
GD D 0.35%
IRM C 0.35%
ON D 0.34%
CW C 0.34%
VZ C 0.34%
UBER F 0.34%
MTSI B 0.34%
PEP F 0.33%
INTU B 0.33%
TMO F 0.33%
ABT B 0.33%
ABBV F 0.33%
SO C 0.32%
PG C 0.32%
RTX D 0.32%
DUK C 0.31%
STT B 0.31%
EDR A 0.31%
UTHR C 0.3%
KMB C 0.3%
WELL A 0.3%
AMGN F 0.3%
NVR D 0.3%
RF A 0.29%
HEI A 0.28%
GRMN B 0.28%
CDNS B 0.28%
YUM D 0.28%
ETR B 0.28%
MDT D 0.28%
HBAN A 0.28%
ADSK A 0.28%
USB A 0.28%
SYY D 0.27%
AXP A 0.27%
GDDY A 0.27%
PRU A 0.27%
PTC B 0.26%
RCL A 0.25%
EXEL B 0.25%
PEG A 0.25%
SYF B 0.25%
HUM C 0.25%
TENB C 0.24%
INCY C 0.24%
SNPS B 0.24%
JHG B 0.24%
CB C 0.24%
COR B 0.24%
WMK C 0.23%
ZUO B 0.23%
INTC C 0.23%
HON C 0.23%
PHM D 0.23%
RMD C 0.22%
POWI F 0.22%
NYT D 0.22%
PFE F 0.21%
PPL A 0.21%
ITCI C 0.21%
CINF A 0.21%
TDG D 0.21%
HLT A 0.21%
TYL B 0.21%
EHC B 0.21%
BJ A 0.2%
SMCI F 0.2%
LAMR C 0.2%
PGR A 0.2%
HRB D 0.2%
CNC D 0.2%
WAT C 0.2%
TSCO D 0.19%
COF C 0.19%
CRDO B 0.19%
SPG A 0.18%
ZETA D 0.18%
FCNCA A 0.18%
KVUE A 0.18%
APP B 0.18%
BLK B 0.18%
AVB B 0.18%
ROST D 0.17%
HSY F 0.17%
NOC D 0.17%
DGX A 0.16%
ANSS B 0.16%
FSLR F 0.16%
LOPE C 0.16%
APPN B 0.16%
AMD F 0.16%
QRVO F 0.16%
CHE D 0.16%
IMKTA C 0.16%
VICI C 0.15%
SFM A 0.15%
DHR F 0.15%
AMP A 0.15%
AFL B 0.15%
TDC D 0.15%
ORI A 0.14%
FOXA A 0.14%
NHI D 0.14%
ADBE C 0.14%
FLO D 0.14%
ALKT B 0.14%
SPGI C 0.14%
FE C 0.14%
EQR C 0.13%
SF B 0.13%
CHD A 0.13%
RJF A 0.13%
AEP C 0.13%
TROW B 0.13%
TFC A 0.13%
BDX F 0.13%
WSM C 0.12%
EQH C 0.12%
ICE C 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 C 0.1%
VEEV C 0.1%
EIX B 0.1%
HIMS B 0.1%
DHI F 0.1%
BBY D 0.1%
KLG B 0.09%
ETSY D 0.09%
COKE C 0.09%
UNM A 0.09%
O C 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%
F C 0.08%
GOLF B 0.08%
VTR B 0.08%
ROP B 0.08%
IDXX F 0.08%
VRSN C 0.07%
DOCU B 0.07%
BPOP C 0.07%
DOCS C 0.07%
ACGL C 0.06%
AXS A 0.06%
AIG B 0.06%
VSTO A 0.06%
AEE A 0.06%
ABNB C 0.06%
CAH B 0.06%
EVR B 0.06%
ZS B 0.05%
FHI B 0.05%
LNTH D 0.05%
WBA F 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%
MRVL B 0.04%
APO B 0.04%
MKL A 0.04%
CASY A 0.04%
STE D 0.04%
HLI A 0.04%
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 F 0.03%
COLM C 0.02%
MMM D 0.02%
TNL A 0.02%
WHR B 0.02%
ALL A 0.02%
AMG B 0.01%
CVS D 0.01%
HLGE Underweight 486 Positions Relative to XJR
Symbol Grade Weight
MLI B -0.82%
LUMN C -0.71%
CRS B -0.69%
RHI C -0.62%
SPXC A -0.61%
GKOS B -0.61%
ATI C -0.56%
ALK B -0.54%
SPSC D -0.54%
AWI A -0.54%
VFC C -0.54%
MTH D -0.53%
BMI B -0.52%
COOP B -0.5%
MARA B -0.49%
AVAV C -0.46%
BCPC B -0.46%
MATX C -0.45%
FSS B -0.45%
EPRT B -0.45%
BCC B -0.44%
RDNT B -0.43%
ITRI C -0.43%
DY D -0.43%
GPI B -0.43%
RDN D -0.42%
EAT A -0.42%
ABG C -0.42%
ACA A -0.41%
AL B -0.41%
SLG B -0.4%
SHAK C -0.4%
IBP D -0.39%
ALKS C -0.38%
PECO A -0.38%
AGO B -0.37%
IDCC B -0.37%
SFBS C -0.37%
SKYW C -0.36%
ITGR B -0.36%
FUN C -0.35%
SIG B -0.35%
WHD B -0.35%
GVA A -0.34%
PLXS B -0.34%
FELE B -0.34%
ICUI D -0.34%
AEIS C -0.34%
MHO D -0.34%
SANM B -0.34%
NSIT F -0.34%
KFY B -0.33%
BOOT C -0.33%
STEP C -0.33%
FUL F -0.33%
MAC B -0.33%
DXC B -0.32%
SEM B -0.32%
AROC A -0.32%
TPH D -0.32%
GMS B -0.32%
RUSHA C -0.31%
WDFC B -0.31%
SITM B -0.31%
CVCO A -0.31%
VRRM F -0.31%
SKT A -0.31%
DORM B -0.3%
REZI A -0.3%
JBT B -0.3%
GEO B -0.29%
ESE B -0.29%
NPO A -0.28%
WD D -0.28%
FHB B -0.28%
ABM B -0.28%
APLE B -0.28%
SXT C -0.27%
OTTR C -0.27%
BGC C -0.27%
HIW C -0.27%
SMPL B -0.27%
ATGE B -0.26%
HASI D -0.26%
AEO F -0.26%
CCOI B -0.26%
BRC D -0.26%
IOSP C -0.25%
FORM D -0.25%
TRN B -0.25%
HUBG A -0.25%
AWR B -0.25%
BL B -0.25%
PENN C -0.25%
BXMT C -0.25%
GFF A -0.25%
WAFD B -0.24%
IIPR D -0.24%
PATK C -0.24%
ALRM C -0.24%
CWT C -0.24%
UNF B -0.24%
NMIH C -0.24%
TDS B -0.24%
PRK B -0.23%
POWL C -0.23%
VSCO C -0.23%
DV C -0.23%
CPK A -0.23%
GSHD A -0.23%
VIRT A -0.23%
CVBF A -0.23%
SLVM B -0.23%
LCII C -0.23%
CNS B -0.22%
LXP D -0.22%
PLMR A -0.22%
HBI B -0.22%
MPW F -0.21%
TDW F -0.21%
ACLS F -0.21%
AKR B -0.21%
OUT A -0.21%
VCEL B -0.21%
JJSF C -0.21%
FCPT C -0.21%
HNI B -0.21%
EPAC C -0.21%
MTX B -0.21%
ARCB C -0.21%
SATS D -0.21%
ENVA B -0.21%
CCS D -0.2%
DOCN C -0.2%
MTRN C -0.2%
BANF B -0.2%
TTMI C -0.2%
RUN F -0.2%
AAP D -0.2%
NARI C -0.2%
MYRG B -0.2%
KLIC B -0.2%
WERN C -0.2%
AZZ A -0.2%
IBTX B -0.19%
KWR C -0.19%
STRA C -0.19%
IPAR B -0.19%
AIR B -0.19%
HI C -0.19%
HWKN B -0.19%
SXI B -0.19%
OSIS A -0.19%
PTGX D -0.19%
WLY B -0.18%
ROCK C -0.18%
TFIN B -0.18%
CNMD C -0.18%
EVTC B -0.18%
ROIC A -0.18%
ENR B -0.18%
URBN C -0.18%
PRVA C -0.18%
VIAV C -0.18%
KMT B -0.18%
HAYW B -0.18%
BANC B -0.18%
CAKE C -0.18%
QDEL F -0.18%
CURB D -0.18%
UFPT C -0.18%
CWEN C -0.18%
MRCY C -0.17%
GBX A -0.17%
VYX B -0.17%
EXTR C -0.17%
LGND C -0.17%
JBLU F -0.17%
KAR B -0.17%
B A -0.17%
OMCL C -0.17%
PLUS F -0.17%
GRBK D -0.17%
LGIH F -0.17%
MCY A -0.16%
FL F -0.16%
FBK C -0.16%
SUPN C -0.16%
ALG B -0.16%
NEO C -0.16%
OI C -0.16%
APOG C -0.15%
DRH B -0.15%
TNDM D -0.15%
CABO B -0.15%
RAMP B -0.15%
CWK C -0.15%
JOE F -0.15%
MLKN F -0.14%
AMPH F -0.14%
BHE C -0.14%
ASTH F -0.14%
TRUP B -0.14%
ROG D -0.14%
WWW A -0.14%
CALX D -0.14%
GO C -0.14%
THS D -0.13%
IART C -0.13%
DNOW B -0.13%
PLAB C -0.13%
GTY A -0.13%
NHC C -0.13%
NWN A -0.13%
UCTT D -0.13%
LEG F -0.13%
CUBI B -0.13%
HOPE C -0.13%
NTCT C -0.13%
PZZA F -0.13%
SJW F -0.13%
SCL C -0.13%
VRTS B -0.13%
KN B -0.13%
DVAX C -0.13%
CENTA C -0.13%
CTS C -0.13%
NGVT B -0.13%
WKC C -0.13%
TNC D -0.13%
SONO C -0.13%
PEB D -0.12%
CHEF A -0.12%
SNDR B -0.12%
HLIT D -0.12%
GNL F -0.12%
NX C -0.12%
ELME D -0.12%
XNCR B -0.12%
VRE B -0.12%
HLX B -0.12%
WABC B -0.12%
TILE B -0.12%
HTH C -0.12%
ANDE D -0.12%
XHR B -0.12%
AMWD C -0.12%
CSGS B -0.12%
VECO F -0.12%
UNIT B -0.11%
WT A -0.11%
JBGS F -0.11%
STAA F -0.11%
USPH B -0.11%
FOXF F -0.11%
LNN B -0.11%
THRM F -0.11%
TGI B -0.11%
ALEX B -0.11%
SBH C -0.11%
STEL B -0.11%
SPNT B -0.11%
MYGN F -0.11%
SABR C -0.11%
MODG F -0.1%
DEA D -0.1%
RC D -0.1%
COHU C -0.1%
NAVI F -0.1%
TWO F -0.1%
VICR C -0.1%
GIII D -0.1%
ATEN A -0.1%
PLAY D -0.1%
HRMY D -0.1%
MD C -0.1%
SAFT B -0.1%
ADEA C -0.1%
UNFI A -0.1%
KW C -0.1%
KALU C -0.1%
AAT B -0.1%
BFH C -0.1%
FBRT D -0.09%
EFC C -0.09%
CAL F -0.09%
INVA D -0.09%
AHCO F -0.09%
ICHR C -0.09%
DAN D -0.09%
CBRL C -0.09%
CENX B -0.09%
ALGT B -0.09%
CSR B -0.09%
AMSF B -0.09%
FDP B -0.09%
SCSC C -0.09%
PMT C -0.09%
MXL C -0.09%
SDGR C -0.09%
ARLO C -0.09%
OXM F -0.09%
FIZZ C -0.09%
QNST B -0.09%
MSEX C -0.09%
CERT F -0.09%
ECPG C -0.09%
DGII C -0.09%
DCOM B -0.09%
ARI C -0.09%
NVEE F -0.09%
EXPI D -0.09%
CXM C -0.08%
CLB B -0.08%
TMP B -0.08%
HSII B -0.08%
SAH C -0.08%
VVI C -0.08%
UTL B -0.08%
PRLB B -0.08%
PDFS C -0.08%
HCI C -0.08%
PARR F -0.08%
MMI C -0.08%
SBSI C -0.08%
LPG F -0.08%
NXRT B -0.08%
MRTN D -0.08%
BLMN F -0.08%
AORT B -0.08%
XPEL B -0.08%
DLX B -0.08%
SXC A -0.08%
CFFN C -0.07%
BSIG A -0.07%
ODP F -0.07%
BJRI C -0.07%
ASTE C -0.07%
RCUS F -0.07%
WNC C -0.07%
EYE C -0.07%
CNXN C -0.07%
MNRO D -0.07%
HCSG C -0.07%
AVNS F -0.07%
CWEN C -0.07%
JACK C -0.07%
BDN C -0.07%
DXPE C -0.07%
OMI F -0.07%
VTOL B -0.07%
AMN F -0.07%
PRAA D -0.07%
ARR D -0.07%
SAFE F -0.07%
RWT D -0.07%
FWRD D -0.06%
SMP C -0.06%
GDEN B -0.06%
MGPI F -0.06%
AOSL C -0.06%
REX D -0.06%
MATW C -0.06%
SWI C -0.06%
SEDG F -0.06%
AHH D -0.06%
AXL C -0.06%
SITC D -0.06%
MCW C -0.06%
JBSS F -0.06%
TTGT B -0.06%
PCRX C -0.06%
NABL F -0.06%
KOP C -0.06%
SSTK F -0.06%
HAYN A -0.06%
HSTM B -0.06%
BLFS C -0.06%
VIR D -0.06%
ASIX B -0.06%
MTUS C -0.05%
MLAB F -0.05%
LQDT B -0.05%
NVRI D -0.05%
AMBC C -0.05%
IRWD F -0.05%
HZO F -0.05%
IIIN C -0.05%
SHEN F -0.05%
SNCY C -0.05%
SPTN D -0.05%
HAIN D -0.05%
WSR A -0.05%
SCHL F -0.05%
CVI F -0.05%
SCVL F -0.05%
VSAT F -0.05%
MATV D -0.05%
CEVA B -0.05%
ETD C -0.05%
INN D -0.05%
KREF C -0.05%
NBR C -0.05%
CTKB C -0.05%
MYE F -0.04%
USNA C -0.04%
SVC F -0.04%
BFS C -0.04%
THRY D -0.04%
GES F -0.04%
GOGO C -0.04%
SLP D -0.04%
KELYA F -0.04%
BGS F -0.04%
HTZ C -0.04%
PAHC C -0.04%
RGNX D -0.04%
LESL D -0.04%
UHT D -0.04%
HTLD C -0.04%
TR B -0.04%
NYMT C -0.04%
HPP F -0.04%
UFCS A -0.04%
INVX C -0.04%
CRSR C -0.03%
TWI F -0.03%
FLGT F -0.03%
CNSL C -0.03%
CENT C -0.03%
WRLD C -0.03%
GDOT D -0.01%
HAFC B -0.0%
TRST B -0.0%
GPRE F -0.0%
CPF B -0.0%
PBI B -0.0%
PRA C -0.0%
EGBN B -0.0%
HFWA C -0.0%
BRKL B -0.0%
BHLB B -0.0%
EIG B -0.0%
VBTX B -0.0%
STBA B -0.0%
HMN B -0.0%
NBHC C -0.0%
NWBI B -0.0%
LKFN C -0.0%
STC B -0.0%
CHCO B -0.0%
FCF B -0.0%
FBNC B -0.0%
ENV B -0.0%
ABR C -0.0%
NBTB B -0.0%
RNST B -0.0%
TRMK C -0.0%
PFS B -0.0%
BANR B -0.0%
SBCF B -0.0%
TBBK B -0.0%
PAYO A -0.0%
PPBI C -0.0%
DEI B -0.0%
FFBC B -0.0%
SFNC C -0.0%
BKU A -0.0%
INDB B -0.0%
BOH B -0.0%
GNW A -0.0%
FBP C -0.0%
APAM B -0.0%
WSFS B -0.0%
CATY B -0.0%
CBU B -0.0%
FULT A -0.0%
AUB B -0.0%
UCB A -0.0%
MC C -0.0%
AX B -0.0%
ABCB B -0.0%
SEE C -0.0%
GTES A -0.0%
LNC C -0.0%
CMA B -0.0%
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