IWX vs. HLGE ETF Comparison
Comparison of iShares Russell Top 200 Value ETF (IWX) to Hartford Longevity Economy ETF (HLGE)
IWX
iShares Russell Top 200 Value ETF
IWX Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value 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. It seeks to track the investment results of the Russell Top 200 Value Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization value sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$81.41
Average Daily Volume
163,408
158
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
$31.18
Average Daily Volume
425
340
Performance
Period | IWX | HLGE |
---|---|---|
30 Days | 2.32% | -0.72% |
60 Days | 9.55% | 5.16% |
90 Days | 9.28% | 2.10% |
12 Months | 29.74% | 31.02% |
84 Overlapping Holdings
Symbol | Grade | Weight in IWX | Weight in HLGE | Overlap | |
---|---|---|---|---|---|
ABBV | C | 1.2% | 0.4% | 0.4% | |
ABT | C | 1.19% | 0.33% | 0.33% | |
ADI | B | 0.71% | 0.65% | 0.65% | |
AEP | C | 0.33% | 0.15% | 0.15% | |
AIG | C | 0.29% | 0.06% | 0.06% | |
AMD | C | 0.55% | 0.19% | 0.19% | |
AMGN | D | 0.24% | 0.34% | 0.24% | |
APO | A | 0.1% | 0.03% | 0.03% | |
AXP | A | 0.58% | 0.25% | 0.25% | |
BAC | B | 1.64% | 0.33% | 0.33% | |
BDX | C | 0.43% | 0.15% | 0.15% | |
BKNG | B | 0.05% | 0.63% | 0.05% | |
BLK | A | 0.86% | 0.17% | 0.17% | |
BMY | A | 0.63% | 0.32% | 0.32% | |
BRK.A | B | 5.14% | 0.44% | 0.44% | |
BSX | A | 0.75% | 0.51% | 0.51% | |
C | B | 0.73% | 0.4% | 0.4% | |
CB | A | 0.72% | 0.25% | 0.25% | |
CI | D | 0.54% | 0.39% | 0.39% | |
CL | D | 0.23% | 0.77% | 0.23% | |
CMCSA | B | 0.98% | 0.51% | 0.51% | |
COF | A | 0.35% | 0.15% | 0.15% | |
CVS | D | 0.48% | 0.01% | 0.01% | |
DELL | C | 0.17% | 0.81% | 0.17% | |
DHR | D | 1.09% | 0.18% | 0.18% | |
DIS | D | 1.08% | 0.04% | 0.04% | |
DUK | C | 0.55% | 0.33% | 0.33% | |
ELV | F | 0.63% | 0.68% | 0.63% | |
F | D | 0.26% | 0.08% | 0.08% | |
FTNT | A | 0.06% | 0.59% | 0.06% | |
GD | C | 0.5% | 0.38% | 0.38% | |
GILD | A | 0.64% | 0.5% | 0.5% | |
GM | D | 0.32% | 0.59% | 0.32% | |
GS | B | 0.71% | 0.45% | 0.45% | |
HCA | C | 0.35% | 0.47% | 0.35% | |
HD | A | 0.49% | 0.69% | 0.49% | |
HON | C | 0.7% | 0.21% | 0.21% | |
ICE | A | 0.55% | 0.11% | 0.11% | |
INTC | D | 0.63% | 0.22% | 0.22% | |
JNJ | D | 2.39% | 0.78% | 0.78% | |
JPM | C | 3.71% | 0.31% | 0.31% | |
KMB | D | 0.17% | 0.33% | 0.17% | |
KO | C | 0.73% | 0.48% | 0.48% | |
LMT | A | 0.52% | 0.62% | 0.52% | |
LOW | C | 0.94% | 0.75% | 0.75% | |
MCD | A | 1.26% | 0.03% | 0.03% | |
MCK | F | 0.22% | 0.57% | 0.22% | |
MDLZ | D | 0.61% | 0.04% | 0.04% | |
MDT | C | 0.7% | 0.3% | 0.3% | |
MET | A | 0.3% | 0.08% | 0.08% | |
MMM | C | 0.38% | 0.02% | 0.02% | |
MRVL | C | 0.34% | 0.03% | 0.03% | |
MS | A | 0.7% | 0.35% | 0.35% | |
MU | D | 0.73% | 0.39% | 0.39% | |
NOC | B | 0.45% | 0.19% | 0.19% | |
PEP | F | 0.3% | 0.35% | 0.3% | |
PFE | D | 1.01% | 0.23% | 0.23% | |
PG | D | 1.95% | 0.34% | 0.34% | |
PGR | B | 0.14% | 0.2% | 0.14% | |
PNC | C | 0.45% | 0.36% | 0.36% | |
QCOM | D | 0.07% | 0.92% | 0.07% | |
REGN | D | 0.61% | 0.59% | 0.59% | |
ROP | D | 0.36% | 0.08% | 0.08% | |
RTX | A | 0.98% | 0.35% | 0.35% | |
SO | A | 0.61% | 0.34% | 0.34% | |
SPGI | C | 0.99% | 0.15% | 0.15% | |
SRE | C | 0.32% | 0.08% | 0.08% | |
SYK | C | 0.56% | 0.39% | 0.39% | |
T | B | 0.97% | 0.51% | 0.51% | |
TDG | A | 0.37% | 0.24% | 0.24% | |
TFC | D | 0.35% | 0.12% | 0.12% | |
TGT | C | 0.44% | 0.37% | 0.37% | |
TJX | D | 0.33% | 0.63% | 0.33% | |
TMO | D | 1.44% | 0.39% | 0.39% | |
TMUS | A | 0.61% | 0.62% | 0.61% | |
TXN | C | 1.03% | 0.92% | 0.92% | |
UNH | B | 3.06% | 0.58% | 0.58% | |
USB | C | 0.44% | 0.26% | 0.26% | |
VRTX | D | 0.37% | 0.68% | 0.37% | |
VZ | C | 1.16% | 0.39% | 0.39% | |
WELL | C | 0.47% | 0.3% | 0.3% | |
WFC | B | 1.2% | 0.31% | 0.31% | |
WMT | A | 2.13% | 0.81% | 0.81% | |
ZTS | C | 0.1% | 0.46% | 0.1% |
IWX Overweight 74 Positions Relative to HLGE
Symbol | Grade | Weight | |
---|---|---|---|
XOM | A | 3.19% | |
CVX | B | 1.54% | |
LIN | C | 1.42% | |
ACN | B | 1.35% | |
CSCO | A | 1.32% | |
IBM | A | 1.24% | |
PM | D | 1.15% | |
NEE | C | 1.07% | |
CAT | A | 1.01% | |
GE | B | 0.97% | |
ETN | B | 0.81% | |
COP | D | 0.75% | |
PLD | D | 0.71% | |
DE | C | 0.65% | |
UPS | D | 0.6% | |
MMC | D | 0.59% | |
MO | D | 0.54% | |
SCHW | D | 0.53% | |
PH | A | 0.5% | |
EQIX | C | 0.49% | |
PYPL | A | 0.49% | |
UNP | F | 0.48% | |
CME | A | 0.48% | |
BA | F | 0.47% | |
FCX | B | 0.45% | |
FI | A | 0.43% | |
EOG | B | 0.43% | |
CEG | A | 0.42% | |
GEV | A | 0.42% | |
AON | A | 0.42% | |
APD | C | 0.41% | |
CSX | D | 0.41% | |
CARR | A | 0.41% | |
KKR | A | 0.39% | |
CRH | C | 0.39% | |
NEM | C | 0.38% | |
EMR | B | 0.38% | |
SLB | D | 0.37% | |
FDX | F | 0.37% | |
MAR | A | 0.36% | |
TT | A | 0.35% | |
MPC | D | 0.35% | |
PSX | D | 0.34% | |
NSC | C | 0.34% | |
TRV | B | 0.33% | |
JCI | C | 0.32% | |
PCAR | D | 0.31% | |
ITW | C | 0.3% | |
PSA | C | 0.29% | |
D | A | 0.29% | |
VLO | F | 0.27% | |
RSG | D | 0.25% | |
NKE | D | 0.25% | |
STZ | D | 0.25% | |
MSI | A | 0.24% | |
CRM | B | 0.24% | |
KDP | C | 0.24% | |
OXY | D | 0.21% | |
APH | D | 0.2% | |
EW | F | 0.2% | |
KHC | F | 0.19% | |
SBUX | B | 0.15% | |
MRNA | F | 0.13% | |
AMAT | C | 0.09% | |
EL | D | 0.09% | |
MNST | D | 0.05% | |
SHW | C | 0.05% | |
ADP | A | 0.05% | |
ECL | C | 0.05% | |
DASH | A | 0.04% | |
AZO | D | 0.03% | |
ORLY | A | 0.03% | |
CPRT | B | 0.02% | |
CTAS | C | 0.02% |
IWX Underweight 256 Positions Relative to HLGE
Symbol | Grade | Weight | |
---|---|---|---|
EBAY | A | -1.08% | |
META | A | -1.08% | |
GOOGL | B | -1.0% | |
CARG | C | -1.0% | |
NVDA | B | -0.96% | |
AMZN | C | -0.95% | |
ORCL | A | -0.94% | |
STX | C | -0.9% | |
NXPI | F | -0.88% | |
CARS | F | -0.86% | |
HPE | B | -0.85% | |
AAPL | C | -0.83% | |
YELP | D | -0.83% | |
NTAP | D | -0.83% | |
MSFT | D | -0.83% | |
WDC | C | -0.8% | |
HPQ | B | -0.8% | |
CVLT | B | -0.8% | |
PSTG | F | -0.79% | |
MPWR | B | -0.77% | |
NOW | B | -0.75% | |
MTCH | B | -0.74% | |
JWN | D | -0.73% | |
MCHP | F | -0.72% | |
DLB | D | -0.7% | |
CRUS | D | -0.69% | |
FICO | C | -0.68% | |
PRGS | A | -0.67% | |
DDS | D | -0.67% | |
PI | A | -0.66% | |
OLED | B | -0.66% | |
MTD | C | -0.65% | |
LLY | D | -0.6% | |
TRIP | D | -0.57% | |
AXNX | A | -0.57% | |
PINS | D | -0.56% | |
M | D | -0.54% | |
MRK | F | -0.54% | |
KR | C | -0.53% | |
AVGO | B | -0.53% | |
NFLX | A | -0.52% | |
COST | C | -0.5% | |
BK | A | -0.49% | |
AMED | D | -0.47% | |
PANW | B | -0.45% | |
OLLI | C | -0.44% | |
CORT | B | -0.43% | |
EA | D | -0.42% | |
SNAP | D | -0.42% | |
VRNS | B | -0.42% | |
ACI | F | -0.41% | |
SWKS | F | -0.41% | |
A | B | -0.4% | |
XRX | D | -0.4% | |
MCO | D | -0.4% | |
IAC | C | -0.4% | |
DIOD | F | -0.38% | |
IRM | B | -0.38% | |
GEN | A | -0.38% | |
ON | F | -0.37% | |
UBER | C | -0.36% | |
MTB | A | -0.36% | |
NVR | C | -0.34% | |
FITB | C | -0.34% | |
QLYS | F | -0.33% | |
COLL | A | -0.33% | |
OGN | F | -0.32% | |
EDR | A | -0.32% | |
ISRG | C | -0.32% | |
CW | A | -0.32% | |
CALM | A | -0.31% | |
ZETA | B | -0.31% | |
STT | A | -0.3% | |
MTSI | B | -0.3% | |
YUM | C | -0.29% | |
INTU | F | -0.29% | |
UTHR | C | -0.28% | |
SYY | D | -0.28% | |
CRWD | D | -0.28% | |
HEI | C | -0.27% | |
PHM | C | -0.27% | |
PEG | A | -0.27% | |
HUM | F | -0.26% | |
CNC | F | -0.26% | |
ETR | A | -0.26% | |
RF | B | -0.26% | |
PRU | B | -0.26% | |
MCRI | B | -0.26% | |
CDNS | D | -0.25% | |
QRVO | F | -0.25% | |
ADSK | B | -0.25% | |
TENB | D | -0.24% | |
PTC | B | -0.24% | |
SMTC | C | -0.24% | |
KTB | C | -0.24% | |
GDDY | B | -0.23% | |
COR | F | -0.23% | |
NYT | C | -0.23% | |
HBAN | B | -0.23% | |
GRMN | D | -0.23% | |
MSGS | A | -0.23% | |
PPL | C | -0.22% | |
HRB | C | -0.22% | |
POWI | F | -0.22% | |
RMD | C | -0.22% | |
TYL | D | -0.21% | |
EHC | C | -0.21% | |
LAMR | C | -0.21% | |
SNPS | F | -0.21% | |
INCY | B | -0.21% | |
WMK | D | -0.21% | |
PRG | C | -0.21% | |
WAT | B | -0.2% | |
SYF | A | -0.2% | |
BJ | B | -0.2% | |
CINF | A | -0.2% | |
FSLR | C | -0.2% | |
ZUO | F | -0.2% | |
HLT | A | -0.2% | |
TSCO | A | -0.2% | |
JHG | A | -0.2% | |
RCL | B | -0.19% | |
HSY | D | -0.19% | |
ACIW | A | -0.19% | |
EXEL | B | -0.19% | |
ROST | D | -0.18% | |
CHE | D | -0.18% | |
KVUE | C | -0.18% | |
ITCI | D | -0.18% | |
LRN | D | -0.18% | |
AVB | C | -0.18% | |
PSMT | A | -0.18% | |
BOX | C | -0.17% | |
KSS | D | -0.17% | |
ADUS | D | -0.17% | |
SPG | A | -0.17% | |
DGX | D | -0.16% | |
VICI | C | -0.16% | |
TDC | D | -0.16% | |
AFL | A | -0.16% | |
IMKTA | F | -0.16% | |
FE | C | -0.16% | |
ANSS | D | -0.15% | |
SHOO | A | -0.15% | |
FLO | D | -0.15% | |
NHI | C | -0.15% | |
MMSI | C | -0.15% | |
PDCO | F | -0.15% | |
CRVL | C | -0.15% | |
UPBD | F | -0.15% | |
FCNCA | D | -0.15% | |
WSM | C | -0.14% | |
WGO | D | -0.14% | |
CRDO | B | -0.14% | |
LOPE | D | -0.14% | |
APPN | C | -0.14% | |
SHO | B | -0.13% | |
AMP | A | -0.13% | |
CHD | D | -0.13% | |
EQR | C | -0.13% | |
ORI | A | -0.13% | |
ADBE | F | -0.13% | |
AGYS | D | -0.12% | |
HOLX | D | -0.12% | |
SFM | A | -0.12% | |
TROW | D | -0.12% | |
SQSP | A | -0.12% | |
DHI | C | -0.12% | |
ALKT | D | -0.12% | |
JXN | A | -0.11% | |
LZB | D | -0.11% | |
EIX | C | -0.11% | |
ED | C | -0.11% | |
BKE | B | -0.11% | |
EQH | B | -0.11% | |
AVT | B | -0.11% | |
LHX | A | -0.11% | |
ZBH | F | -0.11% | |
FOXA | B | -0.11% | |
BBY | C | -0.11% | |
GIS | C | -0.1% | |
JEF | A | -0.1% | |
COKE | C | -0.1% | |
IDXX | D | -0.1% | |
RJF | B | -0.1% | |
MOG.A | C | -0.1% | |
SF | A | -0.1% | |
APP | A | -0.09% | |
VTR | C | -0.09% | |
KLG | F | -0.09% | |
DTE | B | -0.09% | |
O | C | -0.09% | |
ETSY | F | -0.09% | |
VEEV | C | -0.09% | |
DFIN | B | -0.09% | |
HIMS | C | -0.09% | |
BPOP | D | -0.08% | |
VTRS | D | -0.08% | |
UNM | A | -0.08% | |
GOLF | F | -0.08% | |
THO | C | -0.08% | |
PJT | A | -0.08% | |
CHTR | D | -0.07% | |
VRSN | C | -0.07% | |
LNTH | C | -0.07% | |
EVR | C | -0.06% | |
DOCU | A | -0.06% | |
EPC | F | -0.06% | |
PINC | F | -0.06% | |
FTDR | B | -0.06% | |
ABNB | D | -0.06% | |
CAH | B | -0.06% | |
AEE | A | -0.06% | |
DOCS | A | -0.06% | |
OFG | D | -0.06% | |
ACGL | A | -0.06% | |
WOR | F | -0.05% | |
LMAT | A | -0.05% | |
PRDO | D | -0.05% | |
STE | D | -0.05% | |
NWL | D | -0.05% | |
WBA | F | -0.05% | |
AXS | A | -0.05% | |
SGH | D | -0.05% | |
VSTO | B | -0.05% | |
CPRX | C | -0.05% | |
CBRE | C | -0.04% | |
NRG | A | -0.04% | |
WEC | B | -0.04% | |
HLI | A | -0.04% | |
ZS | F | -0.04% | |
MKL | B | -0.04% | |
CASY | D | -0.04% | |
BCO | C | -0.04% | |
FHI | A | -0.04% | |
CNK | D | -0.03% | |
LTC | D | -0.03% | |
BRBR | A | -0.03% | |
LYV | A | -0.03% | |
CTRE | C | -0.03% | |
CFG | C | -0.03% | |
MORN | B | -0.03% | |
MANH | A | -0.03% | |
VCTR | A | -0.03% | |
PBH | D | -0.03% | |
TNL | B | -0.02% | |
CASH | C | -0.02% | |
COLM | B | -0.02% | |
WHR | C | -0.02% | |
ALL | A | -0.02% | |
PFBC | D | -0.02% | |
SNEX | B | -0.02% | |
UE | C | -0.01% | |
ANIP | F | -0.01% | |
AMG | B | -0.01% | |
PIPR | A | -0.01% |
IWX: Top Represented Industries & Keywords
HLGE: Top Represented Industries & Keywords