HLGE vs. XVV ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to iShares ESG Screened S&P 500 ETF (XVV)

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

XVV

iShares ESG Screened S&P 500 ETF

XVV Description

The investment seeks to track the investment results of an index composed of large-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 500 Sustainability Screened Index, which measures the performance of the large-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

$45.89

Average Daily Volume

40,869

Number of Holdings ^*

443

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	XVV
30 Days	3.61%	3.10%
60 Days	3.94%	4.22%
90 Days	5.95%	5.90%
12 Months	29.57%	32.25%

178 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in XVV	Overlap
A	D	0.35%	0.08%	0.08%
AAPL	C	0.82%	7.55%	0.82%
ABBV	D	0.33%	0.66%	0.33%
ABNB	C	0.06%	0.13%	0.06%
ABT	B	0.33%	0.44%	0.33%
ACGL	D	0.06%	0.08%	0.06%
ADBE	C	0.14%	0.49%	0.14%
ADI	D	0.6%	0.23%	0.23%
ADSK	A	0.28%	0.15%	0.15%
AFL	B	0.15%	0.12%	0.12%
AIG	B	0.06%	0.11%	0.06%
ALL	A	0.02%	0.12%	0.02%
AMD	F	0.16%	0.48%	0.16%
AMGN	D	0.3%	0.34%	0.3%
AMP	A	0.15%	0.12%	0.12%
AMZN	C	1.05%	4.03%	1.05%
ANSS	B	0.16%	0.07%	0.07%
AVB	B	0.18%	0.07%	0.07%
AVGO	D	0.53%	1.66%	0.53%
AXP	A	0.27%	0.36%	0.27%
BAC	A	0.38%	0.68%	0.38%
BBY	D	0.1%	0.04%	0.04%
BDX	F	0.13%	0.14%	0.13%
BK	A	0.52%	0.13%	0.13%
BKNG	A	0.74%	0.38%	0.38%
BLK	C	0.18%	0.31%	0.18%
BMY	B	0.35%	0.26%	0.26%
BRK.A	B	0.44%	1.88%	0.44%
BSX	B	0.52%	0.29%	0.29%
C	A	0.44%	0.29%	0.29%
CAH	B	0.06%	0.06%	0.06%
CB	C	0.24%	0.23%	0.23%
CBRE	B	0.04%	0.09%	0.04%
CDNS	B	0.28%	0.18%	0.18%
CFG	B	0.03%	0.05%	0.03%
CHD	B	0.13%	0.06%	0.06%
CHTR	C	0.08%	0.08%	0.08%
CI	F	0.35%	0.2%	0.2%
CINF	A	0.21%	0.05%	0.05%
CL	D	0.67%	0.17%	0.17%
CMCSA	B	0.54%	0.36%	0.36%
CNC	D	0.2%	0.07%	0.07%
COF	B	0.19%	0.15%	0.15%
COR	B	0.24%	0.09%	0.09%
COST	B	0.51%	0.92%	0.51%
CRWD	B	0.35%	0.18%	0.18%
CVS	D	0.01%	0.16%	0.01%
DGX	A	0.16%	0.04%	0.04%
DHI	D	0.1%	0.1%	0.1%
DHR	F	0.15%	0.33%	0.15%
DIS	B	0.04%	0.45%	0.04%
EA	A	0.47%	0.09%	0.09%
EBAY	D	1.01%	0.07%	0.07%
ED	D	0.1%	0.07%	0.07%
EIX	B	0.1%	0.07%	0.07%
ELV	F	0.53%	0.21%	0.21%
EQR	B	0.13%	0.06%	0.06%
ETR	B	0.28%	0.07%	0.07%
F	C	0.08%	0.09%	0.08%
FICO	B	0.81%	0.12%	0.12%
FITB	A	0.37%	0.07%	0.07%
FOXA	B	0.14%	0.02%	0.02%
FSLR	F	0.16%	0.04%	0.04%
FTNT	C	0.72%	0.13%	0.13%
GDDY	A	0.27%	0.06%	0.06%
GEN	B	0.41%	0.04%	0.04%
GILD	C	0.54%	0.24%	0.24%
GIS	D	0.08%	0.08%	0.08%
GM	B	0.74%	0.14%	0.14%
GOOGL	C	1.03%	2.13%	1.03%
GRMN	B	0.28%	0.07%	0.07%
GS	A	0.53%	0.41%	0.41%
HBAN	A	0.28%	0.05%	0.05%
HCA	F	0.39%	0.13%	0.13%
HD	A	0.67%	0.88%	0.67%
HLT	A	0.21%	0.13%	0.13%
HOLX	D	0.11%	0.04%	0.04%
HPE	B	0.89%	0.06%	0.06%
HPQ	B	0.82%	0.08%	0.08%
HSY	F	0.17%	0.06%	0.06%
HUM	C	0.25%	0.08%	0.08%
ICE	C	0.11%	0.2%	0.11%
IDXX	F	0.08%	0.07%	0.07%
INCY	C	0.24%	0.02%	0.02%
INTC	D	0.23%	0.23%	0.23%
INTU	C	0.33%	0.41%	0.33%
IRM	D	0.35%	0.08%	0.08%
ISRG	A	0.35%	0.43%	0.35%
JPM	A	0.36%	1.51%	0.36%
KMB	D	0.3%	0.1%	0.1%
KO	D	0.41%	0.54%	0.41%
KR	B	0.54%	0.08%	0.08%
LLY	F	0.52%	1.29%	0.52%
LOW	D	0.73%	0.33%	0.33%
LYV	A	0.03%	0.05%	0.03%
MCD	D	0.03%	0.45%	0.03%
MCHP	D	0.6%	0.08%	0.08%
MCK	B	0.68%	0.18%	0.18%
MCO	B	0.4%	0.16%	0.16%
MDLZ	F	0.04%	0.19%	0.04%
MDT	D	0.28%	0.24%	0.24%
MET	A	0.08%	0.11%	0.08%
META	D	1.06%	2.68%	1.06%
MPWR	F	0.48%	0.06%	0.06%
MRK	F	0.46%	0.55%	0.46%
MS	A	0.44%	0.37%	0.37%
MSFT	F	0.83%	6.67%	0.83%
MTB	A	0.43%	0.08%	0.08%
MTCH	D	0.6%	0.02%	0.02%
MTD	D	0.53%	0.05%	0.05%
MU	D	0.38%	0.25%	0.25%
NFLX	A	0.6%	0.84%	0.6%
NOW	A	0.88%	0.47%	0.47%
NTAP	C	0.79%	0.06%	0.06%
NVDA	C	1.17%	7.84%	1.17%
NVR	D	0.3%	0.06%	0.06%
NXPI	D	0.83%	0.13%	0.13%
O	D	0.08%	0.11%	0.08%
ON	D	0.34%	0.06%	0.06%
ORCL	B	1.03%	0.67%	0.67%
PANW	C	0.52%	0.28%	0.28%
PEG	A	0.25%	0.1%	0.1%
PEP	F	0.33%	0.48%	0.33%
PFE	D	0.21%	0.31%	0.21%
PG	A	0.32%	0.88%	0.32%
PGR	A	0.2%	0.33%	0.2%
PHM	D	0.23%	0.06%	0.06%
PNC	B	0.41%	0.18%	0.18%
PRU	A	0.27%	0.1%	0.1%
PTC	A	0.26%	0.05%	0.05%
QCOM	F	0.89%	0.38%	0.38%
QRVO	F	0.16%	0.01%	0.01%
RCL	A	0.25%	0.12%	0.12%
REGN	F	0.43%	0.17%	0.17%
RF	A	0.29%	0.05%	0.05%
RJF	A	0.13%	0.07%	0.07%
RMD	C	0.22%	0.08%	0.08%
ROP	B	0.08%	0.13%	0.08%
ROST	C	0.17%	0.1%	0.1%
SMCI	F	0.2%	0.03%	0.03%
SNPS	B	0.24%	0.19%	0.19%
SPG	B	0.18%	0.12%	0.12%
SPGI	C	0.14%	0.36%	0.14%
SRE	A	0.08%	0.13%	0.08%
STE	F	0.04%	0.05%	0.04%
STT	A	0.31%	0.06%	0.06%
STX	D	0.79%	0.05%	0.05%
SWKS	F	0.36%	0.03%	0.03%
SYF	B	0.25%	0.06%	0.06%
SYK	C	0.4%	0.29%	0.29%
SYY	B	0.27%	0.08%	0.08%
T	A	0.5%	0.36%	0.36%
TFC	A	0.13%	0.14%	0.13%
TGT	F	0.37%	0.12%	0.12%
TJX	A	0.63%	0.29%	0.29%
TMO	F	0.33%	0.43%	0.33%
TMUS	B	0.7%	0.25%	0.25%
TROW	B	0.13%	0.06%	0.06%
TSCO	D	0.19%	0.06%	0.06%
TXN	C	0.92%	0.39%	0.39%
TYL	B	0.21%	0.05%	0.05%
UBER	D	0.34%	0.32%	0.32%
UNH	C	0.57%	1.2%	0.57%
USB	A	0.28%	0.17%	0.17%
VICI	C	0.15%	0.07%	0.07%
VRSN	F	0.07%	0.03%	0.03%
VRTX	F	0.68%	0.25%	0.25%
VTR	C	0.08%	0.06%	0.06%
VTRS	A	0.08%	0.03%	0.03%
VZ	C	0.34%	0.39%	0.34%
WAT	B	0.2%	0.05%	0.05%
WBA	F	0.05%	0.01%	0.01%
WDC	D	0.74%	0.05%	0.05%
WELL	A	0.3%	0.17%	0.17%
WFC	A	0.39%	0.55%	0.39%
YUM	B	0.28%	0.08%	0.08%
ZBH	C	0.11%	0.05%	0.05%
ZTS	D	0.41%	0.17%	0.17%

HLGE Overweight 161 Positions Relative to XVV

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%
PSTG	D	0.79%
JWN	C	0.76%
DDS	B	0.75%
JNJ	D	0.73%
DLB	B	0.66%
PRGS	A	0.66%
CRUS	D	0.57%
TRIP	F	0.57%
AXNX	C	0.57%
PI	D	0.56%
LMT	D	0.54%
OLED	D	0.53%
M	D	0.53%
CORT	B	0.49%
PINS	D	0.49%
AMED	F	0.43%
SNAP	C	0.42%
ACI	C	0.41%
OLLI	D	0.41%
VRNS	D	0.39%
QLYS	C	0.38%
IAC	D	0.36%
CALM	A	0.36%
GD	F	0.35%
CW	B	0.34%
MTSI	B	0.34%
XRX	F	0.33%
SO	D	0.32%
DIOD	D	0.32%
RTX	C	0.32%
DUK	C	0.31%
EDR	A	0.31%
UTHR	C	0.3%
HEI	B	0.28%
MCRI	A	0.28%
SMTC	B	0.26%
KTB	B	0.26%
EXEL	B	0.25%
OGN	D	0.25%
TENB	C	0.24%
JHG	A	0.24%
MSGS	A	0.24%
COLL	F	0.24%
WMK	C	0.23%
ZUO	B	0.23%
HON	B	0.23%
POWI	D	0.22%
NYT	C	0.22%
PPL	B	0.21%
ITCI	C	0.21%
TDG	D	0.21%
LRN	A	0.21%
PRG	C	0.21%
EHC	B	0.21%
BJ	A	0.2%
LAMR	D	0.2%
HRB	D	0.2%
ACIW	B	0.2%
CRDO	B	0.19%
BOX	B	0.18%
ZETA	D	0.18%
FCNCA	A	0.18%
KVUE	A	0.18%
APP	B	0.18%
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%
CHE	D	0.16%
IMKTA	C	0.16%
KSS	F	0.15%
SFM	A	0.15%
MMSI	B	0.15%
TDC	D	0.15%
ORI	A	0.14%
NHI	D	0.14%
PDCO	D	0.14%
FLO	D	0.14%
WGO	C	0.14%
ALKT	B	0.14%
FE	C	0.14%
SF	B	0.13%
SHOO	D	0.13%
AGYS	A	0.13%
AEP	D	0.13%
WSM	B	0.12%
BKE	B	0.12%
SHO	C	0.12%
JXN	C	0.12%
EQH	B	0.12%
LZB	B	0.11%
AVT	C	0.11%
MOG.A	B	0.11%
JEF	A	0.11%
LHX	C	0.11%
VEEV	C	0.1%
PJT	A	0.1%
HIMS	B	0.1%
KLG	C	0.09%
ETSY	D	0.09%
COKE	C	0.09%
UNM	A	0.09%
THO	B	0.08%
DTE	C	0.08%
DFIN	D	0.08%
GOLF	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%
AEE	A	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%
EPC	D	0.05%
NRG	B	0.04%
WEC	A	0.04%
VCTR	B	0.04%
PBH	A	0.04%
MRVL	B	0.04%
APO	B	0.04%
MKL	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%
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%
PIPR	B	0.01%

HLGE Underweight 265 Positions Relative to XVV

Symbol	Grade	Weight
TSLA	B	-2.05%
GOOG	C	-1.77%
V	A	-1.13%
MA	C	-0.92%
CRM	B	-0.71%
CSCO	B	-0.5%
ACN	C	-0.49%
LIN	D	-0.48%
GE	D	-0.42%
CAT	B	-0.41%
NEE	D	-0.35%
UNP	C	-0.32%
AMAT	F	-0.32%
ETN	A	-0.32%
BX	A	-0.3%
ADP	B	-0.27%
FI	A	-0.27%
SCHW	B	-0.26%
SBUX	A	-0.25%
MMC	B	-0.24%
DE	A	-0.24%
ANET	C	-0.23%
PLD	D	-0.23%
KKR	A	-0.23%
AMT	D	-0.21%
LRCX	F	-0.21%
UPS	C	-0.21%
NKE	D	-0.2%
TT	A	-0.2%
GEV	B	-0.2%
KLAC	D	-0.19%
PYPL	B	-0.19%
APH	A	-0.19%
EQIX	A	-0.19%
SHW	A	-0.19%
PH	A	-0.19%
WM	A	-0.18%
CME	A	-0.18%
CMG	B	-0.18%
MSI	B	-0.18%
AON	A	-0.18%
CTAS	B	-0.17%
CEG	D	-0.17%
ITW	B	-0.16%
WMB	A	-0.16%
EMR	A	-0.16%
APD	A	-0.16%
OKE	A	-0.15%
CSX	B	-0.15%
ORLY	B	-0.15%
SLB	C	-0.14%
FCX	D	-0.14%
CARR	D	-0.14%
AJG	B	-0.14%
FDX	B	-0.14%
MAR	B	-0.14%
DLR	B	-0.13%
TRV	B	-0.13%
NSC	B	-0.13%
PCAR	B	-0.13%
ECL	D	-0.13%
MPC	D	-0.12%
AZO	C	-0.12%
URI	B	-0.12%
PSX	C	-0.12%
KMI	A	-0.12%
JCI	C	-0.12%
D	C	-0.11%
NEM	D	-0.11%
PWR	A	-0.11%
CPRT	A	-0.11%
CMI	A	-0.11%
PSA	D	-0.11%
DFS	B	-0.1%
BKR	B	-0.1%
VLO	C	-0.1%
TRGP	B	-0.1%
CCI	D	-0.1%
AME	A	-0.1%
TEL	B	-0.1%
AXON	A	-0.1%
MSCI	C	-0.1%
PAYX	C	-0.1%
FIS	C	-0.1%
FAST	B	-0.1%
HWM	A	-0.1%
CTSH	B	-0.09%
EXC	C	-0.09%
OTIS	C	-0.09%
IT	C	-0.09%
LEN	D	-0.09%
DAL	C	-0.09%
VRSK	A	-0.09%
ODFL	B	-0.09%
IR	B	-0.09%
CTVA	C	-0.09%
EW	C	-0.09%
RSG	A	-0.09%
WAB	B	-0.08%
HIG	B	-0.08%
EXR	D	-0.08%
NUE	C	-0.08%
MLM	B	-0.08%
KDP	D	-0.08%
LULU	C	-0.08%
GLW	B	-0.08%
GEHC	F	-0.08%
VMC	B	-0.08%
STZ	D	-0.08%
MNST	C	-0.08%
KEYS	A	-0.07%
TTWO	A	-0.07%
XYL	D	-0.07%
UAL	A	-0.07%
EFX	F	-0.07%
CSGP	D	-0.07%
DOW	F	-0.07%
ROK	B	-0.07%
WTW	B	-0.07%
NDAQ	A	-0.07%
IQV	D	-0.07%
CCL	B	-0.06%
ADM	D	-0.06%
CPAY	A	-0.06%
VLTO	D	-0.06%
BRO	B	-0.06%
BR	A	-0.06%
FTV	C	-0.06%
AWK	D	-0.06%
KHC	F	-0.06%
DOV	A	-0.06%
SW	A	-0.06%
DECK	A	-0.06%
HAL	C	-0.06%
PPG	F	-0.06%
DXCM	D	-0.06%
GPN	B	-0.06%
ZBRA	B	-0.05%
STLD	B	-0.05%
CLX	B	-0.05%
LYB	F	-0.05%
K	A	-0.05%
PKG	A	-0.05%
CBOE	B	-0.05%
NTRS	A	-0.05%
WY	D	-0.05%
ES	D	-0.05%
EXPE	B	-0.05%
WBD	C	-0.05%
BIIB	F	-0.05%
IFF	D	-0.05%
ATO	A	-0.05%
SBAC	D	-0.05%
WST	C	-0.05%
CDW	F	-0.05%
HUBB	B	-0.05%
DG	F	-0.04%
AVY	D	-0.04%
CF	B	-0.04%
ARE	D	-0.04%
EXPD	D	-0.04%
MAS	D	-0.04%
BAX	D	-0.04%
KIM	A	-0.04%
GPC	D	-0.04%
MOH	F	-0.04%
PNR	A	-0.04%
TER	D	-0.04%
TRMB	B	-0.04%
IEX	B	-0.04%
LVS	C	-0.04%
KEY	B	-0.04%
TSN	B	-0.04%
PODD	C	-0.04%
PFG	D	-0.04%
BALL	D	-0.04%
MAA	B	-0.04%
FDS	B	-0.04%
LUV	C	-0.04%
WRB	A	-0.04%
INVH	D	-0.04%
MKC	D	-0.04%
ESS	B	-0.04%
SNA	A	-0.04%
DRI	B	-0.04%
LH	C	-0.04%
COO	D	-0.04%
OMC	C	-0.04%
IP	B	-0.04%
CNP	B	-0.04%
BLDR	D	-0.04%
JNPR	F	-0.03%
BXP	D	-0.03%
NCLH	B	-0.03%
UHS	D	-0.03%
REG	B	-0.03%
AIZ	A	-0.03%
SJM	D	-0.03%
ALLE	D	-0.03%
DAY	B	-0.03%
BG	F	-0.03%
JKHY	D	-0.03%
ALB	C	-0.03%
KMX	B	-0.03%
HST	C	-0.03%
TPR	B	-0.03%
CHRW	C	-0.03%
MRNA	F	-0.03%
CPT	B	-0.03%
CAG	D	-0.03%
DLTR	F	-0.03%
SWK	D	-0.03%
UDR	B	-0.03%
AKAM	D	-0.03%
ROL	B	-0.03%
RVTY	F	-0.03%
POOL	C	-0.03%
EPAM	C	-0.03%
NDSN	B	-0.03%
APTV	D	-0.03%
JBHT	C	-0.03%
FFIV	B	-0.03%
JBL	B	-0.03%
DOC	D	-0.03%
AMCR	D	-0.03%
L	A	-0.03%
ALGN	D	-0.03%
EL	F	-0.03%
DPZ	C	-0.03%
ULTA	F	-0.03%
FMC	D	-0.02%
MHK	D	-0.02%
DVA	B	-0.02%
BWA	D	-0.02%
HAS	D	-0.02%
CE	F	-0.02%
RL	B	-0.02%
IVZ	B	-0.02%
CZR	F	-0.02%
MOS	F	-0.02%
AOS	F	-0.02%
ENPH	F	-0.02%
HRL	D	-0.02%
FRT	B	-0.02%
TFX	F	-0.02%
WYNN	D	-0.02%
MGM	D	-0.02%
CPB	D	-0.02%
HSIC	B	-0.02%
MKTX	D	-0.02%
GL	B	-0.02%
CRL	C	-0.02%
LKQ	D	-0.02%
PAYC	B	-0.02%
TAP	C	-0.02%
CTLT	B	-0.02%
IPG	D	-0.02%
GNRC	B	-0.02%
LW	C	-0.02%
NWSA	B	-0.02%
TECH	D	-0.02%
NWS	B	-0.01%
FOX	A	-0.01%
BEN	C	-0.01%
PARA	C	-0.01%