JQUA vs. HLGE ETF Comparison

Comparison of JPMorgan U.S. Quality Factor ETF (JQUA) to Hartford Longevity Economy ETF (HLGE)

JQUA

JPMorgan U.S. Quality Factor ETF

JQUA Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan US Quality Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent quality factor characteristics.

Grade (RS Rating)

Last Trade

$56.45

Average Daily Volume

424,506

Number of Holdings ^*

275

* 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

$31.64

Average Daily Volume

795

Number of Holdings ^*

339

* may have additional holdings in another (foreign) market

Performance

Period	JQUA	HLGE
30 Days	2.66%	1.89%
60 Days	5.72%	3.27%
90 Days	6.94%	3.96%
12 Months	31.71%	31.02%

107 Overlapping Holdings

Symbol	Grade	Weight in JQUA	Weight in HLGE	Overlap
A	C	0.35%	0.38%	0.35%
AAPL	C	1.96%	0.8%	0.8%
ABBV	B	1.37%	0.4%	0.4%
ABNB	D	0.28%	0.06%	0.06%
ABT	C	0.86%	0.35%	0.35%
ACGL	B	0.33%	0.07%	0.07%
ADBE	F	0.84%	0.14%	0.14%
ADI	C	0.61%	0.65%	0.61%
AFL	A	0.4%	0.16%	0.16%
AMP	B	0.33%	0.12%	0.12%
ANSS	D	0.18%	0.15%	0.15%
APP	C	0.4%	0.08%	0.08%
AVGO	C	1.33%	0.53%	0.53%
BBY	A	0.17%	0.11%	0.11%
BDX	D	0.43%	0.14%	0.14%
BKNG	B	0.7%	0.61%	0.61%
BLK	B	0.59%	0.16%	0.16%
BMY	C	0.55%	0.31%	0.31%
BRK.A	C	1.88%	0.44%	0.44%
CB	B	0.5%	0.25%	0.25%
CDNS	D	0.42%	0.26%	0.26%
CHD	C	0.14%	0.13%	0.13%
CHE	C	0.23%	0.17%	0.17%
CL	C	0.46%	0.8%	0.46%
CNC	D	0.15%	0.27%	0.15%
COKE	C	0.09%	0.1%	0.09%
COST	C	1.52%	0.52%	0.52%
CRUS	D	0.14%	0.73%	0.14%
CRWD	D	0.34%	0.28%	0.28%
DLB	D	0.17%	0.67%	0.17%
DOCU	C	0.24%	0.05%	0.05%
EA	D	0.32%	0.43%	0.32%
EBAY	B	0.32%	1.07%	0.32%
ED	B	0.23%	0.11%	0.11%
EQR	C	0.09%	0.14%	0.09%
FTNT	B	0.36%	0.6%	0.36%
GILD	B	0.56%	0.5%	0.5%
GOOGL	D	1.78%	0.95%	0.95%
HD	B	1.52%	0.65%	0.65%
HOLX	D	0.25%	0.12%	0.12%
HPE	C	0.18%	0.74%	0.18%
HPQ	C	0.21%	0.78%	0.21%
HRB	C	0.22%	0.22%	0.22%
ICE	C	0.38%	0.11%	0.11%
IDXX	D	0.35%	0.11%	0.11%
INTU	D	0.77%	0.32%	0.32%
JNJ	C	1.54%	0.82%	0.82%
KMB	C	0.32%	0.33%	0.32%
KO	B	0.9%	0.48%	0.48%
LAMR	B	0.24%	0.21%	0.21%
LMT	A	0.62%	0.59%	0.59%
LOPE	D	0.2%	0.14%	0.14%
MANH	B	0.26%	0.03%	0.03%
MCD	B	0.92%	0.03%	0.03%
MCHP	D	0.33%	0.72%	0.33%
MCK	F	0.19%	0.6%	0.19%
MCO	C	0.45%	0.42%	0.42%
META	B	2.1%	1.01%	1.01%
MMM	B	0.37%	0.02%	0.02%
MPWR	B	0.27%	0.77%	0.27%
MRK	F	1.18%	0.56%	0.56%
MRVL	D	0.32%	0.03%	0.03%
MSFT	C	1.81%	0.86%	0.86%
MSGS	B	0.15%	0.23%	0.15%
MTCH	C	0.14%	0.7%	0.14%
MTD	C	0.28%	0.62%	0.28%
MTSI	C	0.13%	0.28%	0.13%
NOW	C	0.78%	0.77%	0.77%
NRG	B	0.15%	0.03%	0.03%
NTAP	D	0.19%	0.82%	0.19%
NVDA	C	1.96%	0.96%	0.96%
NVR	B	0.3%	0.32%	0.3%
ORCL	B	0.89%	0.97%	0.89%
PANW	D	0.55%	0.48%	0.48%
PEG	B	0.13%	0.25%	0.13%
PG	C	1.44%	0.35%	0.35%
PGR	C	0.43%	0.2%	0.2%
PHM	B	0.07%	0.26%	0.07%
PINC	D	0.06%	0.06%	0.06%
PINS	D	0.17%	0.5%	0.17%
PSTG	F	0.2%	0.81%	0.2%
QCOM	D	0.85%	0.93%	0.85%
QRVO	F	0.17%	0.26%	0.17%
REGN	D	0.55%	0.65%	0.55%
RMD	C	0.31%	0.24%	0.24%
ROP	C	0.27%	0.09%	0.09%
ROST	C	0.35%	0.18%	0.18%
SNPS	F	0.44%	0.21%	0.21%
SPG	B	0.28%	0.17%	0.17%
SPGI	C	0.55%	0.15%	0.15%
STE	B	0.18%	0.05%	0.05%
SWKS	F	0.22%	0.42%	0.22%
T	B	0.3%	0.52%	0.3%
TDC	D	0.15%	0.16%	0.15%
TJX	C	0.64%	0.65%	0.64%
TSCO	B	0.12%	0.2%	0.12%
TYL	C	0.19%	0.21%	0.19%
UTHR	B	0.25%	0.27%	0.25%
VRSN	C	0.23%	0.07%	0.07%
VZ	A	0.52%	0.39%	0.39%
WAT	B	0.06%	0.18%	0.06%
WEC	B	0.3%	0.04%	0.04%
WMT	B	0.21%	0.81%	0.21%
WSM	C	0.29%	0.13%	0.13%
YUM	B	0.29%	0.28%	0.28%
ZS	F	0.17%	0.04%	0.04%
ZTS	B	0.5%	0.47%	0.47%

JQUA Overweight 168 Positions Relative to HLGE

Symbol	Grade	Weight
V	C	1.67%
XOM	D	1.65%
MA	B	1.54%
CRM	C	1.09%
LIN	B	0.97%
CSCO	B	0.94%
ACN	C	0.88%
AMAT	D	0.81%
IBM	B	0.73%
UNP	D	0.7%
CVX	F	0.67%
KLAC	D	0.59%
NKE	D	0.58%
SBUX	C	0.56%
LRCX	D	0.55%
MMC	C	0.55%
ADP	C	0.54%
WM	D	0.48%
APH	C	0.48%
MO	C	0.48%
CTAS	C	0.45%
ITW	B	0.44%
ORLY	B	0.42%
AON	B	0.39%
MAR	B	0.39%
PSA	C	0.39%
PLTR	C	0.39%
COP	F	0.38%
AJG	D	0.38%
GWW	B	0.37%
DASH	B	0.37%
TRV	C	0.37%
EOG	D	0.35%
CPRT	D	0.34%
CTSH	B	0.33%
RSG	D	0.33%
IT	C	0.33%
VRSK	D	0.32%
MSI	B	0.32%
PAYX	C	0.32%
LULU	D	0.31%
DECK	C	0.29%
BR	C	0.28%
WY	C	0.28%
CSL	B	0.28%
TER	C	0.27%
WDAY	D	0.27%
DDOG	D	0.27%
BRO	C	0.27%
NDAQ	C	0.27%
WSO	C	0.26%
EXR	C	0.26%
FFIV	B	0.26%
SCCO	C	0.26%
LEN	B	0.26%
HST	D	0.25%
KEYS	B	0.25%
POOL	C	0.25%
EXPD	B	0.24%
VRT	C	0.24%
WRB	D	0.24%
CLH	C	0.24%
EW	F	0.24%
HIG	B	0.23%
DBX	C	0.23%
DRI	C	0.23%
CLX	C	0.23%
EXPE	C	0.23%
ROL	C	0.22%
CTRA	F	0.22%
LSTR	D	0.22%
DOX	C	0.22%
DKS	D	0.22%
RNG	F	0.22%
CBOE	C	0.22%
SEIC	B	0.22%
TEAM	D	0.22%
FDS	C	0.22%
BLDR	C	0.21%
LECO	D	0.21%
OGE	B	0.21%
CDW	D	0.21%
AKAM	D	0.21%
LSCC	D	0.21%
GGG	C	0.21%
MEDP	F	0.21%
ALSN	B	0.21%
DVA	B	0.21%
MAA	C	0.21%
JAZZ	D	0.2%
AMT	C	0.2%
IEX	C	0.2%
DT	C	0.2%
CF	B	0.2%
PAYC	D	0.19%
WMS	D	0.19%
TPR	A	0.19%
FNF	B	0.19%
CRI	D	0.19%
SNOW	F	0.19%
CBSH	D	0.17%
LDOS	A	0.17%
UGI	B	0.17%
NFG	B	0.17%
SOLV	D	0.17%
JBL	C	0.16%
ULTA	D	0.16%
RPRX	C	0.16%
ZM	C	0.16%
DCI	C	0.16%
JKHY	B	0.15%
WU	C	0.15%
SAIC	C	0.15%
TWLO	C	0.15%
CNM	F	0.15%
NTNX	D	0.15%
TOST	C	0.15%
EXP	B	0.15%
PEN	D	0.15%
MSM	D	0.14%
CCI	C	0.14%
ELS	D	0.14%
EVRG	B	0.14%
ENTG	D	0.14%
RPM	B	0.14%
AOS	B	0.14%
SKX	C	0.13%
PEGA	B	0.13%
PRI	B	0.13%
SMAR	A	0.13%
EPAM	F	0.13%
AYI	B	0.13%
SSNC	C	0.13%
AFG	C	0.13%
PCOR	D	0.12%
OKTA	F	0.12%
BSY	C	0.12%
PATH	D	0.12%
CPT	C	0.11%
YETI	D	0.11%
OLN	D	0.11%
DXC	D	0.11%
NDSN	C	0.11%
BYD	C	0.1%
DV	F	0.1%
GWRE	B	0.1%
LPX	B	0.09%
ZI	D	0.09%
ATO	B	0.09%
MPC	F	0.09%
QGEN	C	0.09%
RLI	B	0.09%
IPGP	D	0.09%
TPL	C	0.08%
FAST	C	0.08%
INGR	B	0.08%
CHH	B	0.08%
WH	B	0.08%
GLPI	C	0.07%
CUBE	C	0.06%
TECH	C	0.06%
RS	D	0.06%
GNTX	D	0.05%
UPS	D	0.04%
AM	B	0.03%
CHRW	B	0.02%
VIRT	C	0.01%
SNX	C	0.0%

JQUA Underweight 232 Positions Relative to HLGE

Symbol	Grade	Weight
CARG	C	-0.99%
AMZN	C	-0.95%
CARS	F	-0.92%
TXN	B	-0.91%
NXPI	D	-0.88%
STX	B	-0.85%
DELL	C	-0.83%
CVLT	B	-0.81%
YELP	D	-0.81%
JWN	C	-0.77%
WDC	C	-0.77%
ELV	D	-0.74%
LOW	B	-0.71%
VRTX	D	-0.71%
FICO	B	-0.68%
OLED	D	-0.66%
LLY	D	-0.63%
GM	C	-0.62%
TMUS	B	-0.62%
DDS	D	-0.62%
UNH	C	-0.59%
PRGS	A	-0.59%
PI	B	-0.58%
AXNX	B	-0.57%
TRIP	F	-0.55%
M	F	-0.53%
KR	B	-0.53%
SMCI	F	-0.51%
BSX	B	-0.51%
NFLX	B	-0.51%
BK	B	-0.49%
AMED	D	-0.48%
CMCSA	C	-0.48%
HCA	B	-0.47%
OLLI	C	-0.46%
GS	B	-0.45%
IAC	C	-0.42%
ACI	F	-0.42%
XRX	D	-0.42%
SYK	C	-0.41%
CI	C	-0.41%
VRNS	B	-0.41%
TMO	B	-0.4%
SNAP	D	-0.39%
C	C	-0.38%
TGT	C	-0.38%
IRM	C	-0.38%
GD	C	-0.38%
DIOD	F	-0.37%
PEP	D	-0.37%
PNC	C	-0.37%
OGN	D	-0.36%
AMGN	D	-0.36%
MTB	C	-0.36%
ON	D	-0.36%
UBER	C	-0.35%
CORT	B	-0.35%
BAC	D	-0.34%
DUK	B	-0.34%
MS	B	-0.34%
SO	B	-0.34%
MU	D	-0.34%
FITB	B	-0.34%
QLYS	D	-0.33%
ISRG	C	-0.33%
RTX	B	-0.33%
JPM	D	-0.32%
COLL	C	-0.31%
EDR	A	-0.31%
WFC	D	-0.3%
WELL	C	-0.3%
CW	B	-0.3%
MDT	B	-0.3%
ZETA	C	-0.29%
HUM	F	-0.29%
STT	B	-0.29%
TEL	D	-0.28%
SYY	C	-0.28%
CALM	B	-0.28%
HEI	C	-0.27%
ADSK	B	-0.26%
MCRI	B	-0.26%
USB	C	-0.26%
RF	B	-0.26%
PRU	C	-0.26%
PFE	D	-0.25%
AXP	B	-0.25%
ETR	A	-0.25%
PTC	C	-0.24%
TDG	B	-0.24%
HBAN	B	-0.24%
SMTC	C	-0.23%
NYT	B	-0.23%
KTB	B	-0.23%
GRMN	D	-0.23%
TENB	F	-0.23%
PRG	C	-0.22%
WMK	D	-0.22%
GDDY	C	-0.22%
INCY	C	-0.21%
POWI	F	-0.21%
ZUO	F	-0.21%
PPL	A	-0.21%
HON	C	-0.21%
HSY	D	-0.2%
CINF	C	-0.2%
JHG	B	-0.2%
INTC	D	-0.2%
EXEL	C	-0.2%
EHC	B	-0.2%
RCL	B	-0.19%
ACIW	B	-0.19%
ITCI	D	-0.19%
NOC	B	-0.19%
BJ	D	-0.19%
SYF	C	-0.19%
HLT	B	-0.19%
AVB	C	-0.19%
FSLR	C	-0.19%
DHR	B	-0.18%
ADUS	C	-0.18%
BOX	C	-0.18%
LRN	B	-0.18%
PSMT	B	-0.18%
AMD	C	-0.18%
KVUE	B	-0.18%
VICI	C	-0.17%
IMKTA	D	-0.17%
KSS	D	-0.16%
MMSI	C	-0.16%
PDCO	F	-0.16%
DGX	B	-0.16%
FCNCA	D	-0.16%
FE	B	-0.16%
APPN	C	-0.15%
COF	B	-0.15%
AEP	C	-0.15%
CRVL	B	-0.15%
FLO	C	-0.15%
NHI	C	-0.15%
WGO	D	-0.14%
SHOO	B	-0.14%
SHO	C	-0.13%
CRDO	D	-0.13%
ORI	B	-0.13%
SFM	B	-0.12%
TROW	C	-0.12%
ALKT	D	-0.12%
SQSP	B	-0.12%
DHI	C	-0.12%
TFC	D	-0.12%
EIX	B	-0.11%
LHX	C	-0.11%
FOXA	B	-0.11%
AVT	B	-0.11%
LZB	C	-0.11%
EQH	C	-0.11%
AGYS	D	-0.11%
BKE	B	-0.11%
ZBH	F	-0.11%
VEEV	C	-0.1%
GIS	B	-0.1%
DFIN	D	-0.1%
SF	B	-0.1%
JXN	B	-0.1%
MOG.A	B	-0.1%
RJF	C	-0.1%
DTE	A	-0.09%
VTR	C	-0.09%
O	B	-0.09%
KLG	D	-0.09%
JEF	C	-0.09%
ETSY	D	-0.09%
UNM	B	-0.08%
SRE	B	-0.08%
THO	C	-0.08%
BPOP	C	-0.08%
VTRS	D	-0.08%
MET	B	-0.08%
HIMS	D	-0.08%
PJT	B	-0.08%
F	F	-0.08%
GOLF	F	-0.08%
OFG	C	-0.07%
CHTR	D	-0.07%
LNTH	D	-0.07%
CPRX	C	-0.06%
WBA	F	-0.06%
VSTO	C	-0.06%
DOCS	B	-0.06%
EPC	F	-0.06%
AIG	D	-0.06%
AEE	B	-0.06%
FTDR	B	-0.06%
CAH	C	-0.06%
MDLZ	C	-0.05%
LMAT	B	-0.05%
PRDO	D	-0.05%
WOR	F	-0.05%
SGH	D	-0.05%
NWL	C	-0.05%
AXS	B	-0.05%
EVR	B	-0.05%
PBH	C	-0.04%
CBRE	B	-0.04%
HLI	C	-0.04%
MKL	C	-0.04%
BCO	B	-0.04%
CASY	D	-0.04%
FHI	B	-0.04%
CNK	C	-0.03%
LYV	A	-0.03%
LTC	C	-0.03%
CTRE	C	-0.03%
MORN	C	-0.03%
CFG	D	-0.03%
APO	B	-0.03%
VCTR	B	-0.03%
DIS	D	-0.03%
TNL	C	-0.02%
CASH	D	-0.02%
COLM	C	-0.02%
WHR	C	-0.02%
ALL	C	-0.02%
PFBC	D	-0.02%
SNEX	C	-0.02%
BRBR	B	-0.02%
ANIP	F	-0.01%
UE	C	-0.01%
AMG	C	-0.01%
PIPR	B	-0.01%
CVS	D	-0.01%

JQUA: Top Represented Industries & Keywords

Industries: Software - Application Software - Infrastructure Semiconductors Information Technology Services Business Services Diversified Industrials Specialty Retail Diagnostics & Research Insurance - Property & Casualty Semiconductor Equipment & Materials Biotechnology Drug Manufacturers - Major Household & Personal Products Internet Content & Information Capital Markets Industrial Distribution Insurance Brokers Integrated Shipping & Logistics Medical Instruments & Supplies Oil & Gas E&P