LCDS vs. HLGE ETF Comparison
Comparison of JPMorgan Fundamental Data Science Large Core ETF (LCDS) to Hartford Longevity Economy ETF (HLGE)
LCDS
JPMorgan Fundamental Data Science Large Core ETF
LCDS Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of large, well established companies. Many of the equity securities in the fund"s portfolio will be technology companies or companies that rely heavily on technological advances. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$57.58
Average Daily Volume
109
Number of Holdings
*
87
* 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 | LCDS | HLGE |
|---|---|---|
| 30 Days | 2.99% | 3.61% |
| 60 Days | 5.00% | 3.94% |
| 90 Days | 6.45% | 5.95% |
| 12 Months | 29.57% |
48 Overlapping Holdings
| Symbol | Grade | Weight in LCDS | Weight in HLGE | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 5.88% | 0.82% | 0.82% | |
| ABBV | D | 1.51% | 0.33% | 0.33% | |
| AMP | A | 1.13% | 0.15% | 0.15% | |
| AMZN | C | 4.7% | 1.05% | 1.05% | |
| AVGO | D | 1.31% | 0.53% | 0.53% | |
| AXP | A | 1.46% | 0.27% | 0.27% | |
| BAC | A | 1.34% | 0.38% | 0.38% | |
| BJ | A | 0.36% | 0.2% | 0.2% | |
| BMY | B | 1.47% | 0.35% | 0.35% | |
| BRK.A | B | 0.75% | 0.44% | 0.44% | |
| CHD | B | 0.3% | 0.13% | 0.13% | |
| CI | F | 0.6% | 0.35% | 0.35% | |
| CMCSA | B | 1.24% | 0.54% | 0.54% | |
| COST | B | 0.34% | 0.51% | 0.34% | |
| DHR | F | 0.76% | 0.15% | 0.15% | |
| FCNCA | A | 0.41% | 0.18% | 0.18% | |
| FICO | B | 0.71% | 0.81% | 0.71% | |
| GOOGL | C | 3.04% | 1.03% | 1.03% | |
| HLT | A | 0.63% | 0.21% | 0.21% | |
| HON | B | 1.12% | 0.23% | 0.23% | |
| HPE | B | 0.58% | 0.89% | 0.58% | |
| INTU | C | 0.88% | 0.33% | 0.33% | |
| KO | D | 0.73% | 0.41% | 0.41% | |
| LLY | F | 1.11% | 0.52% | 0.52% | |
| LOW | D | 1.33% | 0.73% | 0.73% | |
| MCD | D | 0.87% | 0.03% | 0.03% | |
| MDLZ | F | 0.99% | 0.04% | 0.04% | |
| MDT | D | 0.66% | 0.28% | 0.28% | |
| MET | A | 0.91% | 0.08% | 0.08% | |
| META | D | 3.39% | 1.06% | 1.06% | |
| MS | A | 0.66% | 0.44% | 0.44% | |
| MSFT | F | 7.47% | 0.83% | 0.83% | |
| MU | D | 0.87% | 0.38% | 0.38% | |
| NOC | D | 0.87% | 0.17% | 0.17% | |
| NVDA | C | 7.58% | 1.17% | 1.17% | |
| NXPI | D | 0.93% | 0.83% | 0.83% | |
| PGR | A | 1.02% | 0.2% | 0.2% | |
| REGN | F | 0.89% | 0.43% | 0.43% | |
| SNPS | B | 0.32% | 0.24% | 0.24% | |
| SO | D | 0.87% | 0.32% | 0.32% | |
| STX | D | 0.7% | 0.79% | 0.7% | |
| SYK | C | 1.47% | 0.4% | 0.4% | |
| TFC | A | 0.64% | 0.13% | 0.13% | |
| TJX | A | 0.53% | 0.63% | 0.53% | |
| TMUS | B | 0.69% | 0.7% | 0.69% | |
| UNH | C | 2.16% | 0.57% | 0.57% | |
| VRTX | F | 0.45% | 0.68% | 0.45% | |
| WFC | A | 2.44% | 0.39% | 0.39% |
LCDS Overweight 39 Positions Relative to HLGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| MA | C | 1.98% | |
| XOM | B | 1.79% | |
| PM | B | 1.45% | |
| TT | A | 1.32% | |
| CRM | B | 1.25% | |
| UPS | C | 1.22% | |
| HWM | A | 1.15% | |
| TSLA | B | 1.14% | |
| EOG | A | 1.14% | |
| CSX | B | 1.1% | |
| COP | C | 1.02% | |
| CME | A | 0.76% | |
| SQ | B | 0.75% | |
| NEE | D | 0.73% | |
| DOV | A | 0.71% | |
| DD | D | 0.71% | |
| DLR | B | 0.7% | |
| PCG | A | 0.69% | |
| APH | A | 0.68% | |
| AXTA | A | 0.66% | |
| SPOT | B | 0.62% | |
| PLD | D | 0.61% | |
| CMS | C | 0.59% | |
| CMG | B | 0.55% | |
| DE | A | 0.54% | |
| AZO | C | 0.54% | |
| LDOS | C | 0.53% | |
| CTSH | B | 0.48% | |
| PFGC | B | 0.47% | |
| ELAN | D | 0.39% | |
| WEX | D | 0.38% | |
| MTG | C | 0.35% | |
| EQIX | A | 0.25% | |
| LRCX | F | 0.22% | |
| MSI | B | 0.21% | |
| SBUX | A | 0.14% | |
| LIN | D | 0.13% | |
| APTV | D | 0.11% | |
| EL | F | 0.1% |
LCDS Underweight 291 Positions Relative to HLGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| CARG | C | -1.18% | |
| ORCL | B | -1.03% | |
| EBAY | D | -1.01% | |
| DELL | C | -0.94% | |
| CARS | B | -0.94% | |
| TXN | C | -0.92% | |
| CVLT | B | -0.89% | |
| QCOM | F | -0.89% | |
| NOW | A | -0.88% | |
| YELP | C | -0.86% | |
| HPQ | B | -0.82% | |
| WMT | A | -0.82% | |
| PSTG | D | -0.79% | |
| NTAP | C | -0.79% | |
| JWN | C | -0.76% | |
| DDS | B | -0.75% | |
| WDC | D | -0.74% | |
| GM | B | -0.74% | |
| BKNG | A | -0.74% | |
| JNJ | D | -0.73% | |
| FTNT | C | -0.72% | |
| MCK | B | -0.68% | |
| HD | A | -0.67% | |
| CL | D | -0.67% | |
| DLB | B | -0.66% | |
| PRGS | A | -0.66% | |
| MCHP | D | -0.6% | |
| ADI | D | -0.6% | |
| MTCH | D | -0.6% | |
| NFLX | A | -0.6% | |
| CRUS | D | -0.57% | |
| TRIP | F | -0.57% | |
| AXNX | C | -0.57% | |
| PI | D | -0.56% | |
| 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% | |
| MTD | D | -0.53% | |
| BK | A | -0.52% | |
| BSX | B | -0.52% | |
| PANW | C | -0.52% | |
| T | A | -0.5% | |
| CORT | B | -0.49% | |
| PINS | D | -0.49% | |
| MPWR | F | -0.48% | |
| EA | A | -0.47% | |
| MRK | F | -0.46% | |
| C | A | -0.44% | |
| AMED | F | -0.43% | |
| MTB | A | -0.43% | |
| SNAP | C | -0.42% | |
| ZTS | D | -0.41% | |
| ACI | C | -0.41% | |
| PNC | B | -0.41% | |
| OLLI | D | -0.41% | |
| GEN | B | -0.41% | |
| MCO | B | -0.4% | |
| VRNS | D | -0.39% | |
| HCA | F | -0.39% | |
| QLYS | C | -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% | |
| CRWD | B | -0.35% | |
| A | D | -0.35% | |
| ISRG | A | -0.35% | |
| GD | F | -0.35% | |
| IRM | D | -0.35% | |
| ON | D | -0.34% | |
| CW | B | -0.34% | |
| VZ | C | -0.34% | |
| UBER | D | -0.34% | |
| MTSI | B | -0.34% | |
| XRX | F | -0.33% | |
| PEP | F | -0.33% | |
| TMO | F | -0.33% | |
| ABT | B | -0.33% | |
| 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% | |
| KMB | D | -0.3% | |
| WELL | A | -0.3% | |
| AMGN | D | -0.3% | |
| NVR | D | -0.3% | |
| RF | A | -0.29% | |
| HEI | B | -0.28% | |
| GRMN | B | -0.28% | |
| MCRI | A | -0.28% | |
| CDNS | B | -0.28% | |
| YUM | B | -0.28% | |
| ETR | B | -0.28% | |
| HBAN | A | -0.28% | |
| ADSK | A | -0.28% | |
| USB | A | -0.28% | |
| SYY | B | -0.27% | |
| GDDY | A | -0.27% | |
| PRU | A | -0.27% | |
| SMTC | B | -0.26% | |
| PTC | A | -0.26% | |
| KTB | B | -0.26% | |
| RCL | A | -0.25% | |
| EXEL | B | -0.25% | |
| PEG | A | -0.25% | |
| OGN | D | -0.25% | |
| SYF | B | -0.25% | |
| HUM | C | -0.25% | |
| TENB | C | -0.24% | |
| INCY | C | -0.24% | |
| JHG | A | -0.24% | |
| MSGS | A | -0.24% | |
| CB | C | -0.24% | |
| COLL | F | -0.24% | |
| COR | B | -0.24% | |
| WMK | C | -0.23% | |
| ZUO | B | -0.23% | |
| INTC | D | -0.23% | |
| PHM | D | -0.23% | |
| RMD | C | -0.22% | |
| POWI | D | -0.22% | |
| NYT | C | -0.22% | |
| PFE | D | -0.21% | |
| PPL | B | -0.21% | |
| ITCI | C | -0.21% | |
| CINF | A | -0.21% | |
| TDG | D | -0.21% | |
| LRN | A | -0.21% | |
| PRG | C | -0.21% | |
| TYL | B | -0.21% | |
| EHC | B | -0.21% | |
| SMCI | F | -0.2% | |
| LAMR | D | -0.2% | |
| HRB | D | -0.2% | |
| CNC | D | -0.2% | |
| WAT | B | -0.2% | |
| ACIW | B | -0.2% | |
| TSCO | D | -0.19% | |
| COF | B | -0.19% | |
| CRDO | B | -0.19% | |
| BOX | B | -0.18% | |
| SPG | B | -0.18% | |
| ZETA | D | -0.18% | |
| KVUE | A | -0.18% | |
| APP | B | -0.18% | |
| BLK | C | -0.18% | |
| AVB | B | -0.18% | |
| ROST | C | -0.17% | |
| HSY | F | -0.17% | |
| PSMT | C | -0.17% | |
| DGX | A | -0.16% | |
| ANSS | B | -0.16% | |
| FSLR | F | -0.16% | |
| LOPE | B | -0.16% | |
| ADUS | D | -0.16% | |
| APPN | B | -0.16% | |
| CRVL | A | -0.16% | |
| UPBD | B | -0.16% | |
| AMD | F | -0.16% | |
| QRVO | F | -0.16% | |
| CHE | D | -0.16% | |
| IMKTA | C | -0.16% | |
| VICI | C | -0.15% | |
| KSS | F | -0.15% | |
| SFM | A | -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% | |
| ADBE | C | -0.14% | |
| PDCO | D | -0.14% | |
| FLO | D | -0.14% | |
| WGO | C | -0.14% | |
| ALKT | B | -0.14% | |
| SPGI | C | -0.14% | |
| FE | C | -0.14% | |
| EQR | B | -0.13% | |
| SF | B | -0.13% | |
| SHOO | D | -0.13% | |
| AGYS | A | -0.13% | |
| RJF | A | -0.13% | |
| AEP | D | -0.13% | |
| TROW | B | -0.13% | |
| BDX | F | -0.13% | |
| WSM | B | -0.12% | |
| BKE | B | -0.12% | |
| SHO | C | -0.12% | |
| JXN | C | -0.12% | |
| EQH | B | -0.12% | |
| ICE | C | -0.11% | |
| LZB | B | -0.11% | |
| AVT | C | -0.11% | |
| MOG.A | B | -0.11% | |
| JEF | A | -0.11% | |
| LHX | C | -0.11% | |
| ZBH | C | -0.11% | |
| HOLX | D | -0.11% | |
| ED | D | -0.1% | |
| VEEV | C | -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% | |
| O | D | -0.08% | |
| CHTR | C | -0.08% | |
| SRE | A | -0.08% | |
| THO | B | -0.08% | |
| DTE | C | -0.08% | |
| GIS | D | -0.08% | |
| VTRS | A | -0.08% | |
| F | C | -0.08% | |
| DFIN | D | -0.08% | |
| GOLF | B | -0.08% | |
| VTR | C | -0.08% | |
| ROP | B | -0.08% | |
| IDXX | F | -0.08% | |
| PINC | B | -0.07% | |
| VRSN | F | -0.07% | |
| FTDR | A | -0.07% | |
| DOCU | A | -0.07% | |
| BPOP | B | -0.07% | |
| DOCS | C | -0.07% | |
| ACGL | D | -0.06% | |
| 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% | |
| ABNB | C | -0.06% | |
| CAH | B | -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% | |
| WBA | F | -0.05% | |
| EPC | D | -0.05% | |
| NRG | B | -0.04% | |
| WEC | A | -0.04% | |
| VCTR | B | -0.04% | |
| CBRE | B | -0.04% | |
| DIS | 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% | |
| STE | 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% | |
| MORN | B | -0.03% | |
| LYV | A | -0.03% | |
| MANH | D | -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% | |
| ALL | A | -0.02% | |
| ANIP | F | -0.01% | |
| UE | C | -0.01% | |
| AMG | B | -0.01% | |
| CVS | D | -0.01% | |
| PIPR | B | -0.01% |
LCDS: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Drug Manufacturers - Major
Internet Content & Information
Restaurants
Semiconductors
Specialty Retail
Banks - Global
Banks - Regional - US
Biotechnology
Communication Equipment
Credit Services
Diversified Industrials
Health Care Plans
Household & Personal Products
Information Technology Services
Medical Devices
Oil & Gas E&P
Software - Infrastructure
Specialty Chemicals
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
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