ILCG vs. HLGE ETF Comparison

Comparison of iShares Morningstar Growth ETF (ILCG) to Hartford Longevity Economy ETF (HLGE)
ILCG

iShares Morningstar Growth ETF

ILCG Description

The investment seeks to track the investment results of the Morningstar US Large-Mid Cap Broad Growth IndexSM composed of large- and mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by large- mid capitalization companies that have exhibited above-average “growth” characteristics as determined by Morningstar, Inc. (Morningstar” or the index provider) proprietary index methodology. It is non-diversified.

Grade (RS Rating)

Last Trade

$89.27

Average Daily Volume

68,984

Number of Holdings *

387

* may have additional holdings in another (foreign) market
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
Performance
Period ILCG HLGE
30 Days 4.86% 3.61%
60 Days 6.65% 3.94%
90 Days 8.35% 5.95%
12 Months 37.30% 29.57%
115 Overlapping Holdings
Symbol Grade Weight in ILCG Weight in HLGE Overlap
A D 0.14% 0.35% 0.14%
AAPL C 6.31% 0.82% 0.82%
ABNB C 0.22% 0.06% 0.06%
ACGL D 0.04% 0.06% 0.04%
ADBE C 0.85% 0.14% 0.14%
ADI D 0.07% 0.6% 0.07%
ADSK A 0.25% 0.28% 0.25%
ALL A 0.08% 0.02% 0.02%
AMD F 0.87% 0.16% 0.16%
AMP A 0.14% 0.15% 0.14%
AMZN C 7.48% 1.05% 1.05%
ANSS B 0.11% 0.16% 0.11%
APO B 0.07% 0.04% 0.04%
APP B 0.26% 0.18% 0.18%
AVB B 0.06% 0.18% 0.06%
AVGO D 1.63% 0.53% 0.53%
AXP A 0.21% 0.27% 0.21%
BJ A 0.02% 0.2% 0.02%
BKNG A 0.22% 0.74% 0.22%
BSX B 0.24% 0.52% 0.24%
CASY A 0.04% 0.04% 0.04%
CBRE B 0.1% 0.04% 0.04%
CDNS B 0.31% 0.28% 0.28%
CHD B 0.11% 0.13% 0.11%
CINF A 0.03% 0.21% 0.03%
CL D 0.09% 0.67% 0.09%
COR B 0.09% 0.24% 0.09%
COST B 0.74% 0.51% 0.51%
CRWD B 0.31% 0.35% 0.31%
DELL C 0.06% 0.94% 0.06%
DIS B 0.23% 0.04% 0.04%
DOCU A 0.06% 0.07% 0.06%
EA A 0.11% 0.47% 0.11%
EBAY D 0.04% 1.01% 0.04%
EQR B 0.04% 0.13% 0.04%
FCNCA A 0.11% 0.18% 0.11%
FICO B 0.22% 0.81% 0.22%
FSLR F 0.07% 0.16% 0.07%
FTNT C 0.23% 0.72% 0.23%
GDDY A 0.1% 0.27% 0.1%
GEN B 0.03% 0.41% 0.03%
GOOGL C 2.07% 1.03% 1.03%
GRMN B 0.08% 0.28% 0.08%
HEI B 0.04% 0.28% 0.04%
HEI B 0.06% 0.28% 0.06%
HLT A 0.24% 0.21% 0.21%
HSY F 0.05% 0.17% 0.05%
ICE C 0.06% 0.11% 0.06%
IDXX F 0.13% 0.08% 0.08%
INCY C 0.02% 0.24% 0.02%
INTU C 0.7% 0.33% 0.33%
IRM D 0.07% 0.35% 0.07%
ISRG A 0.73% 0.35% 0.35%
KMB D 0.06% 0.3% 0.06%
LLY F 2.38% 0.52% 0.52%
LYV A 0.08% 0.03% 0.03%
MANH D 0.06% 0.03% 0.03%
MCD D 0.17% 0.03% 0.03%
MCHP D 0.06% 0.6% 0.06%
MCK B 0.09% 0.68% 0.09%
MCO B 0.16% 0.4% 0.16%
META D 2.69% 1.06% 1.06%
MKL A 0.05% 0.04% 0.04%
MORN B 0.03% 0.03% 0.03%
MPWR F 0.11% 0.48% 0.11%
MRK F 0.34% 0.46% 0.34%
MRVL B 0.3% 0.04% 0.04%
MSFT F 11.98% 0.83% 0.83%
MTD D 0.1% 0.53% 0.1%
NFLX A 1.44% 0.6% 0.6%
NOW A 0.81% 0.88% 0.81%
NRG B 0.03% 0.04% 0.03%
NTAP C 0.05% 0.79% 0.05%
NVDA C 13.45% 1.17% 1.17%
O D 0.06% 0.08% 0.06%
ON D 0.04% 0.34% 0.04%
ORCL B 0.33% 1.03% 0.33%
PANW C 0.48% 0.52% 0.48%
PGR A 0.31% 0.2% 0.2%
PHM D 0.04% 0.23% 0.04%
PINS D 0.04% 0.49% 0.04%
PSTG D 0.06% 0.79% 0.06%
PTC A 0.09% 0.26% 0.09%
QRVO F 0.01% 0.16% 0.01%
RCL A 0.15% 0.25% 0.15%
RJF A 0.07% 0.13% 0.07%
RMD C 0.14% 0.22% 0.14%
ROP B 0.1% 0.08% 0.08%
ROST C 0.18% 0.17% 0.17%
SMCI F 0.05% 0.2% 0.05%
SNAP C 0.04% 0.42% 0.04%
SNPS B 0.32% 0.24% 0.24%
SPGI C 0.26% 0.14% 0.14%
STE F 0.08% 0.04% 0.04%
SYK C 0.21% 0.4% 0.21%
SYY B 0.14% 0.27% 0.14%
TDG D 0.27% 0.21% 0.21%
TJX A 0.14% 0.63% 0.14%
TMO F 0.11% 0.33% 0.11%
TMUS B 0.09% 0.7% 0.09%
TSCO D 0.08% 0.19% 0.08%
TYL B 0.1% 0.21% 0.1%
UBER D 0.54% 0.34% 0.34%
UNH C 0.28% 0.57% 0.28%
VEEV C 0.12% 0.1% 0.1%
VRSN F 0.06% 0.07% 0.06%
VRTX F 0.2% 0.68% 0.2%
VTR C 0.03% 0.08% 0.03%
WAT B 0.05% 0.2% 0.05%
WELL A 0.12% 0.3% 0.12%
WSM B 0.04% 0.12% 0.04%
YUM B 0.14% 0.28% 0.14%
ZBH C 0.04% 0.11% 0.04%
ZS C 0.07% 0.05% 0.05%
ZTS D 0.14% 0.41% 0.14%
ILCG Overweight 272 Positions Relative to HLGE
Symbol Grade Weight
TSLA B 3.71%
V A 2.01%
GOOG C 1.86%
MA C 1.64%
CRM B 1.16%
PLTR B 0.48%
GE D 0.4%
ANET C 0.37%
MELI D 0.36%
EQIX A 0.34%
ETN A 0.32%
CMG B 0.31%
CTAS B 0.29%
COIN C 0.25%
BX A 0.24%
TTD B 0.21%
DASH A 0.21%
WDAY B 0.21%
AMAT F 0.21%
VRT B 0.2%
SQ B 0.2%
GWW B 0.2%
AZO C 0.2%
PWR A 0.19%
GEV B 0.19%
TT A 0.19%
CPRT A 0.19%
PAYX C 0.18%
MSTR C 0.18%
FAST B 0.18%
HWM A 0.18%
MSCI C 0.18%
APH A 0.18%
AXON A 0.17%
DLR B 0.17%
AME A 0.17%
ADP B 0.17%
CAT B 0.17%
VRSK A 0.16%
HES B 0.16%
IR B 0.16%
EW C 0.16%
SNOW C 0.16%
MNST C 0.15%
LIN D 0.15%
SBUX A 0.15%
TEAM A 0.15%
DDOG A 0.15%
PH A 0.15%
IT C 0.15%
ODFL B 0.15%
LRCX F 0.14%
MLM B 0.14%
CARR D 0.14%
VMC B 0.14%
JCI C 0.13%
CMI A 0.13%
LULU C 0.13%
ECL D 0.13%
WAB B 0.13%
HUBS A 0.13%
EFX F 0.12%
ACN C 0.12%
TTWO A 0.12%
VST B 0.12%
ARES A 0.12%
ROK B 0.12%
KLAC D 0.12%
DECK A 0.11%
RBLX C 0.11%
PLD D 0.11%
TPL A 0.11%
NEM D 0.11%
KKR A 0.11%
MMC B 0.11%
NET B 0.11%
CSGP D 0.11%
ALNY D 0.11%
SHW A 0.11%
XYL D 0.11%
DXCM D 0.11%
FI A 0.1%
PSA D 0.1%
TRV B 0.1%
URI B 0.1%
BR A 0.1%
BRO B 0.1%
MSI B 0.1%
WST C 0.09%
IQV D 0.09%
CDW F 0.09%
WM A 0.09%
LPLA A 0.09%
SBAC D 0.09%
TEL B 0.09%
EME C 0.09%
HUBB B 0.09%
OTIS C 0.09%
DFS B 0.09%
INVH D 0.08%
IBKR A 0.08%
NTRA B 0.08%
LII A 0.08%
LVS C 0.08%
CSL C 0.08%
NKE D 0.08%
MDB C 0.08%
STZ D 0.08%
D C 0.08%
AJG B 0.08%
AON A 0.08%
ILMN D 0.08%
BKR B 0.08%
IEX B 0.07%
ORLY B 0.07%
FIX A 0.07%
FWONK B 0.07%
BURL A 0.07%
HOOD B 0.07%
CTVA C 0.07%
FDS B 0.07%
PODD C 0.07%
FTV C 0.07%
WSO A 0.07%
DAL C 0.07%
TRGP B 0.07%
TRU D 0.07%
PCG A 0.07%
CPNG D 0.07%
DOV A 0.07%
CPAY A 0.07%
VLTO D 0.06%
ROL B 0.06%
HAL C 0.06%
GEHC F 0.06%
GGG B 0.06%
ZBRA B 0.06%
EL F 0.06%
DPZ C 0.06%
LNG B 0.06%
TW A 0.06%
WTW B 0.06%
SUI D 0.06%
DD D 0.06%
EQT B 0.06%
TWLO A 0.06%
NTNX A 0.06%
TDY B 0.05%
NBIX C 0.05%
OKTA C 0.05%
AMH D 0.05%
KEYS A 0.05%
KIM A 0.05%
KDP D 0.05%
EXR D 0.05%
NDAQ A 0.05%
NVT B 0.05%
JKHY D 0.05%
CLH B 0.05%
PNR A 0.05%
NDSN B 0.05%
PFGC B 0.05%
RSG A 0.05%
DOW F 0.05%
CLX B 0.05%
AWK D 0.05%
BAH F 0.05%
SAIA B 0.05%
COO D 0.05%
DT C 0.05%
ACM A 0.04%
WMS D 0.04%
ENTG D 0.04%
JBHT C 0.04%
ESS B 0.04%
MOH F 0.04%
SLB C 0.04%
DRI B 0.04%
SRPT D 0.04%
CHDN B 0.04%
WING D 0.04%
EXAS D 0.04%
MKC D 0.04%
BLDR D 0.04%
TECH D 0.04%
ERIE D 0.04%
FND C 0.04%
MAR B 0.04%
WRB A 0.04%
TTEK F 0.04%
LW C 0.04%
BALL D 0.04%
ALGN D 0.04%
PAYC B 0.04%
J F 0.04%
XPO B 0.04%
PPG F 0.04%
DKNG B 0.04%
TRMB B 0.04%
EXPE B 0.04%
RPM A 0.04%
GPN B 0.04%
DAY B 0.04%
LECO B 0.04%
BMRN D 0.04%
BLD D 0.03%
ALB C 0.03%
EPAM C 0.03%
POOL C 0.03%
AZPN A 0.03%
SCI B 0.03%
MAA B 0.03%
ALLE D 0.03%
CMS C 0.03%
GPC D 0.03%
MAS D 0.03%
TXT D 0.03%
TER D 0.03%
USFD A 0.03%
AVTR F 0.03%
JBL B 0.03%
CTRA B 0.03%
ULTA F 0.03%
ELS C 0.03%
MEDP D 0.03%
AVY D 0.03%
CNM D 0.03%
UDR B 0.03%
ENPH F 0.03%
LUV C 0.03%
LDOS C 0.03%
TSN B 0.03%
WYNN D 0.03%
AFG A 0.02%
MGM D 0.02%
CCK C 0.02%
CELH F 0.02%
CE F 0.02%
BRKR D 0.02%
HII D 0.02%
ARE D 0.02%
REG B 0.02%
FLEX A 0.02%
DKS C 0.02%
UHS D 0.02%
MRNA F 0.02%
CPT B 0.02%
TOL B 0.02%
FFIV B 0.02%
RVTY F 0.02%
U C 0.02%
DLTR F 0.02%
PCOR B 0.02%
AKAM D 0.02%
CRL C 0.02%
AOS F 0.02%
SWK D 0.02%
APTV D 0.02%
BSY D 0.02%
KMX B 0.02%
SNA A 0.02%
RRX B 0.02%
FWONA B 0.01%
WLK D 0.01%
COTY F 0.01%
ALAB B 0.01%
UHAL D 0.01%
HRL D 0.01%
WTRG B 0.01%
TFX F 0.01%
DVA B 0.01%
UHAL D 0.0%
ILCG Underweight 225 Positions Relative to HLGE
Symbol Grade Weight
CARG C -1.18%
CARS B -0.94%
TXN C -0.92%
HPE B -0.89%
CVLT B -0.89%
QCOM F -0.89%
YELP C -0.86%
NXPI D -0.83%
HPQ B -0.82%
WMT A -0.82%
STX D -0.79%
JWN C -0.76%
DDS B -0.75%
WDC D -0.74%
GM B -0.74%
JNJ D -0.73%
LOW D -0.73%
HD A -0.67%
DLB B -0.66%
PRGS A -0.66%
MTCH D -0.6%
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%
KR B -0.54%
ELV F -0.53%
OLED D -0.53%
GS A -0.53%
M D -0.53%
BK A -0.52%
T A -0.5%
CORT B -0.49%
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%
KO D -0.41%
ACI C -0.41%
PNC B -0.41%
OLLI D -0.41%
VRNS D -0.39%
HCA F -0.39%
WFC A -0.39%
QLYS C -0.38%
BAC A -0.38%
MU D -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%
BMY B -0.35%
CI F -0.35%
GD F -0.35%
CW B -0.34%
VZ C -0.34%
MTSI B -0.34%
XRX F -0.33%
PEP 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%
STT A -0.31%
EDR A -0.31%
UTHR C -0.3%
AMGN D -0.3%
NVR D -0.3%
RF A -0.29%
MCRI A -0.28%
ETR B -0.28%
MDT D -0.28%
HBAN A -0.28%
USB A -0.28%
PRU A -0.27%
SMTC B -0.26%
KTB B -0.26%
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%
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%
PPL B -0.21%
ITCI C -0.21%
LRN A -0.21%
PRG C -0.21%
EHC B -0.21%
LAMR D -0.2%
HRB D -0.2%
CNC D -0.2%
ACIW B -0.2%
COF B -0.19%
CRDO B -0.19%
BOX B -0.18%
SPG B -0.18%
ZETA D -0.18%
KVUE A -0.18%
BLK C -0.18%
NOC D -0.17%
PSMT C -0.17%
DGX A -0.16%
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%
VICI C -0.15%
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%
FOXA B -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%
TROW B -0.13%
TFC A -0.13%
BDX F -0.13%
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%
HOLX D -0.11%
ED D -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%
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%
DFIN D -0.08%
GOLF B -0.08%
PINC B -0.07%
FTDR A -0.07%
BPOP B -0.07%
DOCS C -0.07%
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%
FHI A -0.05%
LMAT A -0.05%
LNTH D -0.05%
WBA F -0.05%
EPC D -0.05%
WEC A -0.04%
MDLZ F -0.04%
VCTR B -0.04%
PBH A -0.04%
WOR 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%
CFG B -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%
Compare ETFs