LGH vs. HLGE ETF Comparison

Comparison of HCM Defender 500 Index ETF (LGH) to Hartford Longevity Economy ETF (HLGE)

LGH

HCM Defender 500 Index ETF

LGH Description

The investment seeks to provide investment results that correspond, before fees and expenses, generally to the performance of the HCM Defender 500 Index (the HCM 500 index). The fund seeks to achieve its investment objective by investing at least 80% of its net assets, including borrowings for investment purposes but exclusive of collateral held from securities lending, in securities included in the HCM 500 index. The HCM 500 index seeks to outperform the Solactive US Large Cap Index using a proprietary methodology.

Grade (RS Rating)

Last Trade

$53.26

Average Daily Volume

21,924

Number of Holdings ^*

452

* 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	LGH	HLGE
30 Days	4.06%	3.61%
60 Days	5.93%	3.94%
90 Days	7.78%	5.95%
12 Months	37.26%	29.57%

196 Overlapping Holdings

Symbol	Grade	Weight in LGH	Weight in HLGE	Overlap
A	D	0.06%	0.35%	0.06%
AAPL	C	6.76%	0.82%	0.82%
ABBV	D	0.45%	0.33%	0.33%
ABNB	C	0.08%	0.06%	0.06%
ABT	B	0.3%	0.33%	0.3%
ACGL	D	0.05%	0.06%	0.05%
ADBE	C	0.33%	0.14%	0.14%
ADI	D	0.15%	0.6%	0.15%
ADSK	A	0.09%	0.28%	0.09%
AEE	A	0.03%	0.06%	0.03%
AEP	D	0.07%	0.13%	0.07%
AFL	B	0.09%	0.15%	0.09%
AIG	B	0.08%	0.06%	0.06%
ALL	A	0.08%	0.02%	0.02%
AMD	F	0.32%	0.16%	0.16%
AMGN	D	0.22%	0.3%	0.22%
AMP	A	0.08%	0.15%	0.08%
AMZN	C	3.64%	1.05%	1.05%
ANSS	B	0.04%	0.16%	0.04%
APO	B	0.1%	0.04%	0.04%
AVB	B	0.05%	0.18%	0.05%
AVGO	D	1.37%	0.53%	0.53%
AXP	A	0.24%	0.27%	0.24%
BAC	A	0.48%	0.38%	0.38%
BBY	D	0.03%	0.1%	0.03%
BDX	F	0.1%	0.13%	0.1%
BK	A	0.09%	0.52%	0.09%
BKNG	A	0.26%	0.74%	0.26%
BLK	C	0.21%	0.18%	0.18%
BMY	B	0.18%	0.35%	0.18%
BRK.A	B	1.2%	0.44%	0.44%
BSX	B	0.19%	0.52%	0.19%
C	A	0.19%	0.44%	0.19%
CAH	B	0.04%	0.06%	0.04%
CB	C	0.17%	0.24%	0.17%
CBRE	B	0.06%	0.04%	0.04%
CDNS	B	0.12%	0.28%	0.12%
CFG	B	0.03%	0.03%	0.03%
CHD	B	0.04%	0.13%	0.04%
CHTR	C	0.05%	0.08%	0.05%
CI	F	0.14%	0.35%	0.14%
CINF	A	0.03%	0.21%	0.03%
CL	D	0.12%	0.67%	0.12%
CMCSA	B	0.26%	0.54%	0.26%
CNC	D	0.05%	0.2%	0.05%
COF	B	0.1%	0.19%	0.1%
COR	B	0.06%	0.24%	0.06%
COST	B	0.63%	0.51%	0.51%
CRWD	B	0.12%	0.35%	0.12%
CVS	D	0.11%	0.01%	0.01%
DELL	C	0.05%	0.94%	0.05%
DGX	A	0.03%	0.16%	0.03%
DHI	D	0.07%	0.1%	0.07%
DHR	F	0.23%	0.15%	0.15%
DIS	B	0.29%	0.04%	0.04%
DTE	C	0.04%	0.08%	0.04%
DUK	C	0.13%	0.31%	0.13%
EA	A	0.06%	0.47%	0.06%
EBAY	D	0.04%	1.01%	0.04%
ED	D	0.05%	0.1%	0.05%
EIX	B	0.05%	0.1%	0.05%
ELV	F	0.14%	0.53%	0.14%
EQR	B	0.04%	0.13%	0.04%
ETR	B	0.04%	0.28%	0.04%
F	C	0.06%	0.08%	0.06%
FE	C	0.03%	0.14%	0.03%
FICO	B	0.07%	0.81%	0.07%
FITB	A	0.05%	0.37%	0.05%
FSLR	F	0.03%	0.16%	0.03%
FTNT	C	0.09%	0.72%	0.09%
GD	F	0.09%	0.35%	0.09%
GDDY	A	0.05%	0.27%	0.05%
GEN	B	0.02%	0.41%	0.02%
GILD	C	0.17%	0.54%	0.17%
GIS	D	0.06%	0.08%	0.06%
GM	B	0.12%	0.74%	0.12%
GOOGL	C	1.88%	1.03%	1.03%
GRMN	B	0.05%	0.28%	0.05%
GS	A	0.29%	0.53%	0.29%
HBAN	A	0.04%	0.28%	0.04%
HCA	F	0.1%	0.39%	0.1%
HD	A	0.6%	0.67%	0.6%
HLT	A	0.09%	0.21%	0.09%
HOLX	D	0.02%	0.11%	0.02%
HON	B	0.21%	0.23%	0.21%
HPE	B	0.04%	0.89%	0.04%
HPQ	B	0.05%	0.82%	0.05%
HSY	F	0.04%	0.17%	0.04%
HUM	C	0.05%	0.25%	0.05%
ICE	C	0.12%	0.11%	0.11%
IDXX	F	0.05%	0.08%	0.05%
INTC	D	0.15%	0.23%	0.15%
INTU	C	0.25%	0.33%	0.25%
IRM	D	0.04%	0.35%	0.04%
ISRG	A	0.28%	0.35%	0.28%
JNJ	D	0.65%	0.73%	0.65%
JPM	A	1.34%	0.36%	0.36%
KMB	D	0.06%	0.3%	0.06%
KO	D	0.36%	0.41%	0.36%
KR	B	0.07%	0.54%	0.07%
KVUE	A	0.06%	0.18%	0.06%
LHX	C	0.07%	0.11%	0.07%
LLY	F	1.21%	0.52%	0.52%
LMT	D	0.2%	0.54%	0.2%
LOW	D	0.23%	0.73%	0.23%
MCD	D	0.31%	0.03%	0.03%
MCHP	D	0.05%	0.6%	0.05%
MCK	B	0.12%	0.68%	0.12%
MCO	B	0.11%	0.4%	0.11%
MDLZ	F	0.13%	0.04%	0.04%
MDT	D	0.17%	0.28%	0.17%
MET	A	0.08%	0.08%	0.08%
META	D	2.42%	1.06%	1.06%
MKL	A	0.03%	0.04%	0.03%
MMM	D	0.1%	0.02%	0.02%
MPWR	F	0.04%	0.48%	0.04%
MRK	F	0.38%	0.46%	0.38%
MRVL	B	0.11%	0.04%	0.04%
MS	A	0.26%	0.44%	0.26%
MSFT	F	6.15%	0.83%	0.83%
MTB	A	0.05%	0.43%	0.05%
MTD	D	0.04%	0.53%	0.04%
MU	D	0.16%	0.38%	0.16%
NFLX	A	0.54%	0.6%	0.54%
NOC	D	0.11%	0.17%	0.11%
NOW	A	0.29%	0.88%	0.29%
NTAP	C	0.04%	0.79%	0.04%
NVDA	C	7.13%	1.17%	1.17%
NVR	D	0.03%	0.3%	0.03%
O	D	0.06%	0.08%	0.06%
ON	D	0.04%	0.34%	0.04%
ORCL	B	0.43%	1.03%	0.43%
PANW	C	0.17%	0.52%	0.17%
PEG	A	0.06%	0.25%	0.06%
PEP	F	0.32%	0.33%	0.32%
PFE	D	0.22%	0.21%	0.21%
PG	A	0.61%	0.32%	0.32%
PGR	A	0.22%	0.2%	0.2%
PHM	D	0.04%	0.23%	0.04%
PINS	D	0.03%	0.49%	0.03%
PNC	B	0.12%	0.41%	0.12%
PPL	B	0.04%	0.21%	0.04%
PRU	A	0.07%	0.27%	0.07%
PTC	A	0.04%	0.26%	0.04%
QCOM	F	0.24%	0.89%	0.24%
RCL	A	0.07%	0.25%	0.07%
REGN	F	0.11%	0.43%	0.11%
RF	A	0.04%	0.29%	0.04%
RJF	A	0.05%	0.13%	0.05%
RMD	C	0.05%	0.22%	0.05%
ROP	B	0.08%	0.08%	0.08%
ROST	C	0.07%	0.17%	0.07%
RTX	C	0.25%	0.32%	0.25%
SMCI	F	0.03%	0.2%	0.03%
SNPS	B	0.11%	0.24%	0.11%
SO	D	0.14%	0.32%	0.14%
SPG	B	0.09%	0.18%	0.09%
SPGI	C	0.23%	0.14%	0.14%
SRE	A	0.09%	0.08%	0.08%
STE	F	0.03%	0.04%	0.03%
STT	A	0.04%	0.31%	0.04%
STX	D	0.03%	0.79%	0.03%
SWKS	F	0.02%	0.36%	0.02%
SYF	B	0.03%	0.25%	0.03%
SYK	C	0.18%	0.4%	0.18%
SYY	B	0.06%	0.27%	0.06%
T	A	0.24%	0.5%	0.24%
TDG	D	0.08%	0.21%	0.08%
TFC	A	0.09%	0.13%	0.09%
TGT	F	0.08%	0.37%	0.08%
TJX	A	0.2%	0.63%	0.2%
TMO	F	0.3%	0.33%	0.3%
TMUS	B	0.17%	0.7%	0.17%
TROW	B	0.04%	0.13%	0.04%
TSCO	D	0.04%	0.19%	0.04%
TXN	C	0.26%	0.92%	0.26%
TYL	B	0.03%	0.21%	0.03%
UBER	D	0.19%	0.34%	0.19%
UNH	C	1.04%	0.57%	0.57%
USB	A	0.11%	0.28%	0.11%
VEEV	C	0.05%	0.1%	0.05%
VICI	C	0.05%	0.15%	0.05%
VRSN	F	0.02%	0.07%	0.02%
VRTX	F	0.17%	0.68%	0.17%
VTR	C	0.04%	0.08%	0.04%
VTRS	A	0.02%	0.08%	0.02%
VZ	C	0.26%	0.34%	0.26%
WAT	B	0.03%	0.2%	0.03%
WDC	D	0.03%	0.74%	0.03%
WEC	A	0.04%	0.04%	0.04%
WELL	A	0.1%	0.3%	0.1%
WFC	A	0.39%	0.39%	0.39%
WMT	A	0.54%	0.82%	0.54%
YUM	B	0.05%	0.28%	0.05%
ZBH	C	0.03%	0.11%	0.03%
ZTS	D	0.12%	0.41%	0.12%

LGH Overweight 256 Positions Relative to HLGE

Symbol	Grade	Weight
SPXL	B	18.71%
TSLA	B	1.8%
XOM	B	1.03%
V	A	0.96%
MA	C	0.74%
CRM	B	0.45%
CVX	A	0.41%
ACN	C	0.35%
CSCO	B	0.34%
LIN	D	0.32%
IBM	C	0.3%
PM	B	0.3%
GE	D	0.28%
CAT	B	0.28%
NEE	D	0.24%
UNP	C	0.21%
BX	A	0.2%
AMAT	F	0.2%
ETN	A	0.2%
FI	A	0.19%
COP	C	0.19%
ADP	B	0.18%
SBUX	A	0.17%
PLD	D	0.16%
PLTR	B	0.16%
SCHW	B	0.16%
DE	A	0.16%
MO	A	0.15%
MMC	B	0.15%
NKE	D	0.14%
ANET	C	0.14%
AMT	D	0.14%
KKR	A	0.14%
UPS	C	0.14%
GEV	B	0.13%
SHW	A	0.13%
PH	A	0.13%
WM	A	0.13%
LRCX	F	0.13%
TT	A	0.13%
PYPL	B	0.13%
ITW	B	0.12%
KLAC	D	0.12%
CEG	D	0.12%
EQIX	A	0.12%
APH	A	0.12%
AON	A	0.11%
CTAS	B	0.11%
WMB	A	0.11%
EOG	A	0.11%
CME	A	0.11%
BA	F	0.11%
MSI	B	0.11%
AJG	B	0.1%
VRT	B	0.1%
CMG	B	0.1%
CSX	B	0.1%
TTD	B	0.1%
OKE	A	0.1%
MAR	B	0.1%
ORLY	B	0.1%
EMR	A	0.1%
NSC	B	0.09%
TRV	B	0.09%
KMI	A	0.09%
ECL	D	0.09%
SLB	C	0.09%
COIN	C	0.09%
FCX	D	0.09%
FDX	B	0.09%
MPC	D	0.09%
CARR	D	0.09%
APD	A	0.09%
SQ	B	0.08%
URI	B	0.08%
PSA	D	0.08%
JCI	C	0.08%
PCAR	B	0.08%
PSX	C	0.08%
DLR	B	0.08%
CPRT	A	0.07%
HWM	A	0.07%
FAST	B	0.07%
SNOW	C	0.07%
AZO	C	0.07%
TRGP	B	0.07%
CTVA	C	0.07%
PWR	A	0.07%
FIS	C	0.07%
DASH	A	0.07%
PCG	A	0.07%
CMI	A	0.07%
VLO	C	0.07%
D	C	0.07%
LNG	B	0.07%
WDAY	B	0.07%
NUE	C	0.06%
VMC	B	0.06%
EXC	C	0.06%
STZ	D	0.06%
HIG	B	0.06%
RSG	A	0.06%
LEN	D	0.06%
DDOG	A	0.06%
HES	B	0.06%
DFS	B	0.06%
VRSK	A	0.06%
CTSH	B	0.06%
AXON	A	0.06%
XEL	A	0.06%
OTIS	C	0.06%
ODFL	B	0.06%
TEAM	A	0.06%
GWW	B	0.06%
CCI	D	0.06%
EW	C	0.06%
PAYX	C	0.06%
MSCI	C	0.06%
AME	A	0.06%
BKR	B	0.06%
WTW	B	0.05%
XYL	D	0.05%
DOW	F	0.05%
ROK	B	0.05%
GPN	B	0.05%
NET	B	0.05%
OXY	D	0.05%
EXR	D	0.05%
EFX	F	0.05%
WAB	B	0.05%
TPL	A	0.05%
GLW	B	0.05%
IQV	D	0.05%
DD	D	0.05%
IT	C	0.05%
DAL	C	0.05%
IR	B	0.05%
NEM	D	0.05%
MLM	B	0.05%
CSL	C	0.04%
SBAC	D	0.04%
UAL	A	0.04%
IFF	D	0.04%
CDW	F	0.04%
WY	D	0.04%
DVN	F	0.04%
BR	A	0.04%
WBD	C	0.04%
AWK	D	0.04%
DXCM	D	0.04%
KEYS	A	0.04%
PPG	F	0.04%
FANG	D	0.04%
ILMN	D	0.04%
HAL	C	0.04%
ADM	D	0.04%
FTV	C	0.04%
CSGP	D	0.04%
MNST	C	0.04%
GEHC	F	0.04%
DOV	A	0.04%
ALNY	D	0.04%
NDAQ	A	0.04%
KDP	D	0.04%
TTWO	A	0.04%
HUBS	A	0.04%
RS	B	0.03%
ZBRA	B	0.03%
GPC	D	0.03%
MKC	D	0.03%
IP	B	0.03%
EQT	B	0.03%
TER	D	0.03%
PFG	D	0.03%
CMS	C	0.03%
BALL	D	0.03%
TRU	D	0.03%
RBLX	C	0.03%
CLX	B	0.03%
MAA	B	0.03%
LNT	A	0.03%
ATO	A	0.03%
ZM	B	0.03%
STLD	B	0.03%
BAX	D	0.03%
OMC	C	0.03%
CTRA	B	0.03%
TSN	B	0.03%
MDB	C	0.03%
WRB	A	0.03%
MAS	D	0.03%
LPLA	A	0.03%
LUV	C	0.03%
ESS	B	0.03%
INVH	D	0.03%
DRI	B	0.03%
LYB	F	0.03%
HUBB	B	0.03%
VLTO	D	0.03%
DECK	A	0.03%
BRO	B	0.03%
WST	C	0.03%
EXPE	B	0.03%
LH	C	0.03%
NTRS	A	0.03%
ES	D	0.03%
PKG	A	0.03%
K	A	0.03%
TDY	B	0.03%
LDOS	C	0.03%
KHC	F	0.03%
CBOE	B	0.03%
CPAY	A	0.03%
BIIB	F	0.03%
ARES	A	0.03%
AVTR	F	0.02%
BMRN	D	0.02%
JKHY	D	0.02%
AKAM	D	0.02%
BG	F	0.02%
EVRG	A	0.02%
RVTY	F	0.02%
RPM	A	0.02%
MRNA	F	0.02%
KIM	A	0.02%
SSNC	B	0.02%
DLTR	F	0.02%
CAG	D	0.02%
EL	F	0.02%
J	F	0.02%
JBL	B	0.02%
EXPD	D	0.02%
SWK	D	0.02%
DG	F	0.02%
JBHT	C	0.02%
LVS	C	0.02%
POOL	C	0.02%
FDS	B	0.02%
ULTA	F	0.02%
SUI	D	0.02%
ARE	D	0.02%
ENTG	D	0.02%
MOH	F	0.02%
TXT	D	0.02%
PODD	C	0.02%
AVY	D	0.02%
DPZ	C	0.02%
IEX	B	0.02%
MRO	B	0.02%
TRMB	B	0.02%
ALGN	D	0.02%
CF	B	0.02%
KEY	B	0.02%
CNP	B	0.02%
BAH	F	0.02%
WPC	D	0.01%

LGH Underweight 143 Positions Relative to HLGE

Symbol	Grade	Weight
CARG	C	-1.18%
CARS	B	-0.94%
CVLT	B	-0.89%
YELP	C	-0.86%
NXPI	D	-0.83%
PSTG	D	-0.79%
JWN	C	-0.76%
DDS	B	-0.75%
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%
OLED	D	-0.53%
M	D	-0.53%
CORT	B	-0.49%
AMED	F	-0.43%
SNAP	C	-0.42%
ACI	C	-0.41%
OLLI	D	-0.41%
VRNS	D	-0.39%
QLYS	C	-0.38%
IAC	D	-0.36%
CALM	A	-0.36%
CW	B	-0.34%
MTSI	B	-0.34%
XRX	F	-0.33%
DIOD	D	-0.32%
EDR	A	-0.31%
UTHR	C	-0.3%
HEI	B	-0.28%
MCRI	A	-0.28%
SMTC	B	-0.26%
KTB	B	-0.26%
EXEL	B	-0.25%
OGN	D	-0.25%
TENB	C	-0.24%
INCY	C	-0.24%
JHG	A	-0.24%
MSGS	A	-0.24%
COLL	F	-0.24%
WMK	C	-0.23%
ZUO	B	-0.23%
POWI	D	-0.22%
NYT	C	-0.22%
ITCI	C	-0.21%
LRN	A	-0.21%
PRG	C	-0.21%
EHC	B	-0.21%
BJ	A	-0.2%
LAMR	D	-0.2%
HRB	D	-0.2%
ACIW	B	-0.2%
CRDO	B	-0.19%
BOX	B	-0.18%
ZETA	D	-0.18%
FCNCA	A	-0.18%
APP	B	-0.18%
PSMT	C	-0.17%
LOPE	B	-0.16%
ADUS	D	-0.16%
APPN	B	-0.16%
CRVL	A	-0.16%
UPBD	B	-0.16%
QRVO	F	-0.16%
CHE	D	-0.16%
IMKTA	C	-0.16%
KSS	F	-0.15%
SFM	A	-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%
SF	B	-0.13%
SHOO	D	-0.13%
AGYS	A	-0.13%
WSM	B	-0.12%
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%
PJT	A	-0.1%
HIMS	B	-0.1%
KLG	C	-0.09%
ETSY	D	-0.09%
COKE	C	-0.09%
UNM	A	-0.09%
THO	B	-0.08%
DFIN	D	-0.08%
GOLF	B	-0.08%
PINC	B	-0.07%
FTDR	A	-0.07%
DOCU	A	-0.07%
BPOP	B	-0.07%
DOCS	C	-0.07%
AXS	A	-0.06%
PRDO	B	-0.06%
CPRX	C	-0.06%
NWL	B	-0.06%
VSTO	A	-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%
VCTR	B	-0.04%
PBH	A	-0.04%
WOR	F	-0.04%
CASY	A	-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%
BCO	D	-0.03%
COLM	B	-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%
PIPR	B	-0.01%