HLGE vs. YLD ETF Comparison
Comparison of Hartford Longevity Economy ETF (HLGE) to Principal Exchange-Traded Funds Principal EDGE Active Income ETF (YLD)
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
$32.69
Average Daily Volume
505
Number of Holdings
*
338
* may have additional holdings in another (foreign) market
YLD
Principal Exchange-Traded Funds Principal EDGE Active Income ETF
YLD Description
The investment seeks to provide current income. The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, its assets in investment grade and non-investment grade fixed income securities (commonly known as "junk bonds") and in equity securities. The fund's Sub-Advisors, actively and tactically allocates the fund's assets among fixed income securities and equity securities in an effort to take advantage of changing economic conditions that Edge believes favors one asset class over another.Grade (RS Rating)
Last Trade
$19.50
Average Daily Volume
62,842
Number of Holdings
*
56
* may have additional holdings in another (foreign) market
Performance
Period | HLGE | YLD |
---|---|---|
30 Days | 3.63% | 1.14% |
60 Days | 8.96% | 2.05% |
90 Days | 9.99% | 4.04% |
12 Months | 35.22% | 14.12% |
17 Overlapping Holdings
Symbol | Grade | Weight in HLGE | Weight in YLD | Overlap | |
---|---|---|---|---|---|
AAPL | B | 0.84% | 0.88% | 0.84% | |
ABT | C | 0.34% | 0.64% | 0.34% | |
CB | D | 0.25% | 0.42% | 0.25% | |
CMCSA | B | 0.52% | 0.86% | 0.52% | |
COST | B | 0.5% | 0.65% | 0.5% | |
GOLF | C | 0.08% | 0.3% | 0.08% | |
HD | B | 0.67% | 0.67% | 0.67% | |
HON | B | 0.21% | 0.48% | 0.21% | |
JNJ | D | 0.78% | 0.26% | 0.26% | |
JPM | B | 0.33% | 0.72% | 0.33% | |
MCHP | F | 0.71% | 0.71% | 0.71% | |
MDT | C | 0.3% | 0.71% | 0.3% | |
MRK | F | 0.49% | 0.44% | 0.44% | |
PFE | F | 0.23% | 0.3% | 0.23% | |
TSCO | C | 0.19% | 0.66% | 0.19% | |
USB | B | 0.28% | 0.09% | 0.09% | |
WEC | C | 0.04% | 0.39% | 0.04% |
HLGE Overweight 321 Positions Relative to YLD
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | A | 1.15% | |
META | B | 1.07% | |
CARG | B | 1.06% | |
EBAY | D | 1.04% | |
GOOGL | B | 0.99% | |
ORCL | A | 0.97% | |
QCOM | C | 0.95% | |
AMZN | A | 0.95% | |
TXN | A | 0.94% | |
NXPI | D | 0.91% | |
PSTG | C | 0.87% | |
DELL | C | 0.87% | |
MSFT | C | 0.85% | |
STX | C | 0.85% | |
HPQ | B | 0.84% | |
HPE | B | 0.83% | |
NTAP | C | 0.82% | |
NOW | A | 0.82% | |
WDC | C | 0.82% | |
CARS | D | 0.81% | |
YELP | C | 0.81% | |
WMT | B | 0.81% | |
MPWR | F | 0.77% | |
JWN | C | 0.76% | |
MTCH | F | 0.73% | |
LOW | B | 0.73% | |
CL | F | 0.72% | |
FICO | A | 0.71% | |
CVLT | A | 0.71% | |
CRUS | F | 0.7% | |
VRTX | B | 0.69% | |
GM | A | 0.68% | |
DDS | C | 0.67% | |
DLB | C | 0.67% | |
TMUS | B | 0.67% | |
ADI | B | 0.66% | |
BKNG | B | 0.66% | |
OLED | F | 0.65% | |
PRGS | A | 0.65% | |
PI | C | 0.62% | |
FTNT | A | 0.62% | |
TRIP | D | 0.61% | |
TJX | C | 0.61% | |
LLY | F | 0.6% | |
AXNX | A | 0.58% | |
MCK | B | 0.58% | |
MTD | C | 0.57% | |
LMT | D | 0.57% | |
NFLX | A | 0.56% | |
ELV | F | 0.56% | |
AVGO | B | 0.55% | |
UNH | B | 0.55% | |
PINS | C | 0.55% | |
M | C | 0.54% | |
SMCI | F | 0.53% | |
GILD | A | 0.53% | |
KR | B | 0.53% | |
REGN | F | 0.52% | |
BK | B | 0.51% | |
BSX | B | 0.51% | |
PANW | A | 0.5% | |
T | C | 0.5% | |
AMED | C | 0.47% | |
GS | B | 0.47% | |
KO | F | 0.44% | |
ZTS | F | 0.43% | |
VRNS | D | 0.43% | |
CORT | B | 0.43% | |
BRK.A | C | 0.43% | |
SNAP | C | 0.42% | |
SWKS | F | 0.42% | |
EA | A | 0.42% | |
MU | C | 0.42% | |
IRM | C | 0.41% | |
C | B | 0.41% | |
OLLI | C | 0.41% | |
HCA | D | 0.41% | |
XRX | F | 0.4% | |
IAC | C | 0.4% | |
MTB | B | 0.4% | |
ACI | D | 0.4% | |
DIOD | D | 0.39% | |
MCO | D | 0.39% | |
MS | B | 0.39% | |
ABBV | B | 0.38% | |
SYK | B | 0.38% | |
GEN | B | 0.38% | |
UBER | D | 0.38% | |
GD | C | 0.37% | |
TGT | F | 0.37% | |
PNC | A | 0.37% | |
WFC | B | 0.36% | |
CALM | B | 0.36% | |
ON | C | 0.36% | |
FITB | B | 0.35% | |
RTX | D | 0.35% | |
CI | F | 0.35% | |
PEP | F | 0.35% | |
VZ | D | 0.35% | |
TMO | F | 0.35% | |
A | C | 0.35% | |
BAC | B | 0.35% | |
MTSI | A | 0.34% | |
ISRG | A | 0.34% | |
SO | D | 0.34% | |
PG | F | 0.33% | |
DUK | D | 0.33% | |
CW | A | 0.33% | |
AMGN | D | 0.33% | |
NVR | D | 0.32% | |
EDR | C | 0.32% | |
STT | B | 0.31% | |
CRWD | C | 0.31% | |
KMB | F | 0.31% | |
QLYS | C | 0.31% | |
BMY | B | 0.31% | |
WELL | B | 0.3% | |
OGN | F | 0.29% | |
INTU | A | 0.29% | |
YUM | C | 0.28% | |
ZETA | A | 0.28% | |
COLL | F | 0.28% | |
SYY | C | 0.27% | |
MCRI | B | 0.27% | |
ADSK | A | 0.27% | |
RF | B | 0.27% | |
UTHR | A | 0.27% | |
PRU | B | 0.27% | |
HEI | D | 0.26% | |
PTC | B | 0.26% | |
ETR | B | 0.26% | |
PEG | C | 0.26% | |
QRVO | F | 0.25% | |
HBAN | A | 0.25% | |
AXP | B | 0.25% | |
SMTC | A | 0.25% | |
HUM | F | 0.24% | |
GDDY | A | 0.24% | |
TENB | D | 0.24% | |
COR | B | 0.24% | |
CDNS | B | 0.24% | |
RMD | B | 0.24% | |
MSGS | A | 0.24% | |
PHM | D | 0.24% | |
KTB | A | 0.23% | |
TDG | C | 0.23% | |
ZUO | B | 0.23% | |
NYT | B | 0.23% | |
TYL | B | 0.22% | |
RCL | B | 0.22% | |
GRMN | A | 0.22% | |
SYF | B | 0.22% | |
SNPS | B | 0.22% | |
CNC | F | 0.22% | |
POWI | C | 0.22% | |
HRB | C | 0.21% | |
HLT | B | 0.21% | |
PPL | C | 0.21% | |
JHG | B | 0.21% | |
LAMR | B | 0.21% | |
INTC | C | 0.21% | |
BJ | B | 0.2% | |
LRN | A | 0.2% | |
WMK | B | 0.2% | |
INCY | A | 0.2% | |
EHC | A | 0.2% | |
EXEL | A | 0.2% | |
CINF | B | 0.2% | |
PSMT | C | 0.19% | |
AVB | C | 0.19% | |
ITCI | B | 0.19% | |
AMD | F | 0.19% | |
PRG | C | 0.19% | |
PGR | B | 0.19% | |
WAT | B | 0.18% | |
KVUE | B | 0.18% | |
HSY | F | 0.18% | |
CHE | F | 0.18% | |
CRDO | A | 0.18% | |
ACIW | A | 0.18% | |
NOC | D | 0.18% | |
BOX | B | 0.17% | |
COF | B | 0.17% | |
TDC | F | 0.17% | |
ADUS | D | 0.17% | |
ROST | F | 0.17% | |
SPG | B | 0.17% | |
DHR | F | 0.16% | |
DGX | B | 0.16% | |
FE | D | 0.16% | |
FCNCA | B | 0.16% | |
FSLR | F | 0.16% | |
MMSI | A | 0.15% | |
ANSS | B | 0.15% | |
PDCO | C | 0.15% | |
ALKT | C | 0.15% | |
AFL | D | 0.15% | |
VICI | D | 0.15% | |
KSS | F | 0.15% | |
AMP | B | 0.14% | |
UPBD | C | 0.14% | |
AEP | D | 0.14% | |
APPN | B | 0.14% | |
SPGI | D | 0.14% | |
IMKTA | D | 0.14% | |
BDX | F | 0.14% | |
CRVL | B | 0.14% | |
FLO | F | 0.14% | |
TROW | B | 0.13% | |
WGO | C | 0.13% | |
SHO | B | 0.13% | |
ADBE | F | 0.13% | |
ORI | B | 0.13% | |
SFM | A | 0.13% | |
LOPE | A | 0.13% | |
EQR | D | 0.13% | |
SHOO | D | 0.13% | |
NHI | D | 0.13% | |
LHX | B | 0.12% | |
AGYS | C | 0.12% | |
EQH | B | 0.12% | |
RJF | B | 0.12% | |
WSM | F | 0.12% | |
HOLX | D | 0.12% | |
FOXA | B | 0.12% | |
JXN | B | 0.12% | |
CHD | C | 0.12% | |
TFC | B | 0.12% | |
APP | B | 0.11% | |
HIMS | B | 0.11% | |
BKE | B | 0.11% | |
ED | D | 0.11% | |
ZBH | C | 0.11% | |
DHI | D | 0.11% | |
AVT | B | 0.11% | |
ICE | D | 0.11% | |
SF | B | 0.11% | |
COKE | D | 0.1% | |
MOG.A | B | 0.1% | |
JEF | B | 0.1% | |
LZB | C | 0.1% | |
EIX | D | 0.1% | |
BBY | D | 0.1% | |
KLG | C | 0.09% | |
O | D | 0.09% | |
GIS | F | 0.09% | |
DTE | D | 0.09% | |
PJT | B | 0.09% | |
VTR | C | 0.09% | |
DFIN | F | 0.09% | |
VEEV | B | 0.09% | |
IDXX | F | 0.09% | |
VTRS | B | 0.08% | |
THO | C | 0.08% | |
UNM | B | 0.08% | |
ROP | B | 0.08% | |
MET | B | 0.08% | |
ETSY | D | 0.08% | |
F | D | 0.08% | |
VRSN | C | 0.07% | |
CHTR | B | 0.07% | |
BPOP | D | 0.07% | |
LNTH | D | 0.07% | |
SRE | A | 0.07% | |
WBA | D | 0.06% | |
EVR | B | 0.06% | |
CPRX | B | 0.06% | |
PINC | B | 0.06% | |
OFG | C | 0.06% | |
NWL | B | 0.06% | |
ACGL | D | 0.06% | |
DOCS | B | 0.06% | |
CAH | A | 0.06% | |
AEE | C | 0.06% | |
VSTO | A | 0.06% | |
AIG | B | 0.06% | |
FTDR | B | 0.06% | |
DOCU | A | 0.06% | |
ABNB | C | 0.06% | |
STE | F | 0.05% | |
PRDO | B | 0.05% | |
FHI | B | 0.05% | |
AXS | B | 0.05% | |
EPC | D | 0.05% | |
DIS | C | 0.04% | |
PBH | B | 0.04% | |
NRG | A | 0.04% | |
APO | B | 0.04% | |
MRVL | A | 0.04% | |
BCO | D | 0.04% | |
VCTR | B | 0.04% | |
MKL | B | 0.04% | |
CBRE | B | 0.04% | |
HLI | B | 0.04% | |
MDLZ | F | 0.04% | |
WOR | D | 0.04% | |
CASY | A | 0.04% | |
ZS | C | 0.04% | |
LMAT | B | 0.04% | |
CNK | A | 0.03% | |
BRBR | A | 0.03% | |
CTRE | C | 0.03% | |
LYV | B | 0.03% | |
CFG | B | 0.03% | |
MORN | B | 0.03% | |
MCD | D | 0.03% | |
MANH | C | 0.03% | |
COLM | C | 0.02% | |
TNL | A | 0.02% | |
CASH | B | 0.02% | |
MMM | C | 0.02% | |
WHR | B | 0.02% | |
ALL | C | 0.02% | |
PFBC | B | 0.02% | |
LTC | B | 0.02% | |
SNEX | B | 0.02% | |
ANIP | F | 0.01% | |
UE | B | 0.01% | |
AMG | C | 0.01% | |
PIPR | B | 0.01% | |
CVS | F | 0.01% |
HLGE Underweight 39 Positions Relative to YLD
Symbol | Grade | Weight | |
---|---|---|---|
IPG | F | -0.81% | |
AMAT | D | -0.78% | |
KKR | B | -0.77% | |
BLK | B | -0.75% | |
SBUX | C | -0.6% | |
EWBC | B | -0.56% | |
DLR | C | -0.54% | |
ARE | F | -0.53% | |
MPW | D | -0.5% | |
TFX | F | -0.49% | |
NDSN | C | -0.48% | |
PKG | B | -0.47% | |
APD | B | -0.47% | |
DE | B | -0.45% | |
XEL | B | -0.44% | |
ALE | A | -0.43% | |
BCE | F | -0.41% | |
MPC | F | -0.4% | |
FNF | D | -0.4% | |
PCAR | B | -0.4% | |
PSA | D | -0.37% | |
LECO | C | -0.37% | |
HRL | F | -0.37% | |
EOG | C | -0.36% | |
ES | D | -0.35% | |
BOH | B | -0.32% | |
SAP | A | -0.31% | |
MGA | C | -0.3% | |
CVX | B | -0.3% | |
HAS | D | -0.28% | |
BR | B | -0.28% | |
LCII | D | -0.25% | |
SNA | A | -0.25% | |
TSN | D | -0.23% | |
CFR | B | -0.19% | |
XOM | B | -0.09% | |
COLB | B | -0.09% | |
VFC | B | -0.06% | |
WASH | B | -0.02% |
HLGE: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Asset Management
Banks - Regional - US
Capital Markets
Internet Content & Information
Software - Infrastructure
Utilities - Regulated Electric
Biotechnology
Diagnostics & Research
Drug Manufacturers - Major
Aerospace & Defense
Household & Personal Products
Medical Instruments & Supplies
Specialty Retail
Grocery Stores
Health Care Plans
Insurance - Property & Casualty
Medical Devices
Data Storage
YLD: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Utilities - Regulated Electric
Drug Manufacturers - Major
Asset Management
Banks - Global
Diversified Industrials
Leisure
Medical Devices
Oil & Gas Integrated
REIT - Office
Tools & Accessories
Advertising Agencies
Apparel Manufacturing
Auto Parts
Business Services
Chemicals
Consumer Electronics
Discount Stores
Farm & Construction Equipment
Farm Products