NZUS vs. HLGE ETF Comparison

Comparison of SPDR MSCI USA Climate Paris Aligned ETF (NZUS) to Hartford Longevity Economy ETF (HLGE)

NZUS

SPDR MSCI USA Climate Paris Aligned ETF

NZUS Description

SPDR Series Trust - SPDR MSCI USA Climate Paris Aligned ETF is an exchange traded fund launched by State Street Global Advisors, Inc. The fund is managed by SSGA Funds Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Climate Paris Aligned Index, by using representative sampling technique. It does not invest in stocks of companies operating across cluster bombs, landmines, depleted uranium, chemical or biological weapons, blinding laser weapons, non-detectable fragments or incendiary weapons, tobacco, mining of thermal coal, oil and gas related activities, including distribution / retail, equipment and services, extraction and production, petrochemicals, pipelines and transportation and refining, thermal coal based, liquid fuel based and natural gas based power generation sectors. SPDR Series Trust - SPDR MSCI USA Climate Paris Aligned ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$33.49

Average Daily Volume

283

Number of Holdings ^*

249

* 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	NZUS	HLGE
30 Days	3.03%	3.61%
60 Days	3.65%	3.94%
90 Days	5.64%	5.95%
12 Months	31.78%	29.57%

113 Overlapping Holdings

Symbol	Grade	Weight in NZUS	Weight in HLGE	Overlap
A	D	0.09%	0.35%	0.09%
AAPL	C	6.92%	0.82%	0.82%
ABBV	D	0.56%	0.33%	0.33%
ABNB	C	0.19%	0.06%	0.06%
ACGL	D	0.24%	0.06%	0.06%
ADBE	C	0.57%	0.14%	0.14%
ADI	D	0.61%	0.6%	0.6%
ADSK	A	0.27%	0.28%	0.27%
AFL	B	0.57%	0.15%	0.15%
ALL	A	0.14%	0.02%	0.02%
AMD	F	0.56%	0.16%	0.16%
AMGN	D	0.26%	0.3%	0.26%
AMP	A	0.04%	0.15%	0.04%
AMZN	C	3.6%	1.05%	1.05%
ANSS	B	0.06%	0.16%	0.06%
APO	B	0.22%	0.04%	0.04%
AVB	B	0.46%	0.18%	0.18%
AVGO	D	1.63%	0.53%	0.53%
AXP	A	0.39%	0.27%	0.27%
BAC	A	0.01%	0.38%	0.01%
BDX	F	0.09%	0.13%	0.09%
BK	A	0.22%	0.52%	0.22%
BLK	C	0.12%	0.18%	0.12%
BMY	B	0.36%	0.35%	0.35%
BSX	B	0.29%	0.52%	0.29%
CB	C	0.39%	0.24%	0.24%
CHD	B	0.21%	0.13%	0.13%
CHTR	C	0.13%	0.08%	0.08%
CINF	A	0.14%	0.21%	0.14%
CMCSA	B	0.23%	0.54%	0.23%
DGX	A	0.03%	0.16%	0.03%
DHR	F	0.5%	0.15%	0.15%
DIS	B	0.45%	0.04%	0.04%
DOCU	A	0.02%	0.07%	0.02%
EBAY	D	0.18%	1.01%	0.18%
EIX	B	1.25%	0.1%	0.1%
ELV	F	0.21%	0.53%	0.21%
EQR	B	0.1%	0.13%	0.1%
FOXA	B	0.04%	0.14%	0.04%
FSLR	F	0.64%	0.16%	0.16%
FTNT	C	0.12%	0.72%	0.12%
GILD	C	0.03%	0.54%	0.03%
GOOGL	C	1.19%	1.03%	1.03%
GRMN	B	0.25%	0.28%	0.25%
HD	A	0.93%	0.67%	0.67%
HLT	A	0.04%	0.21%	0.04%
HOLX	D	0.08%	0.11%	0.08%
HSY	F	0.28%	0.17%	0.17%
HUM	C	0.08%	0.25%	0.08%
ICE	C	0.27%	0.11%	0.11%
IDXX	F	0.13%	0.08%	0.08%
INCY	C	0.04%	0.24%	0.04%
INTC	D	0.29%	0.23%	0.23%
INTU	C	0.62%	0.33%	0.33%
ISRG	A	0.38%	0.35%	0.35%
JNJ	D	0.93%	0.73%	0.73%
JPM	A	1.32%	0.36%	0.36%
LLY	F	1.57%	0.52%	0.52%
LOW	D	0.05%	0.73%	0.05%
MCD	D	0.95%	0.03%	0.03%
MCO	B	0.57%	0.4%	0.4%
MDT	D	0.31%	0.28%	0.28%
MET	A	0.13%	0.08%	0.08%
META	D	2.46%	1.06%	1.06%
MKL	A	0.13%	0.04%	0.04%
MPWR	F	0.09%	0.48%	0.09%
MRK	F	0.66%	0.46%	0.46%
MRVL	B	0.31%	0.04%	0.04%
MSFT	F	6.65%	0.83%	0.83%
MTB	A	0.08%	0.43%	0.08%
MTCH	D	0.02%	0.6%	0.02%
MTD	D	0.31%	0.53%	0.31%
NFLX	A	0.83%	0.6%	0.6%
NOW	A	0.91%	0.88%	0.88%
NVDA	C	7.56%	1.17%	1.17%
O	D	0.19%	0.08%	0.08%
ORCL	B	0.82%	1.03%	0.82%
PANW	C	0.06%	0.52%	0.06%
PFE	D	0.24%	0.21%	0.21%
PGR	A	0.36%	0.2%	0.2%
PINS	D	0.02%	0.49%	0.02%
QCOM	F	0.44%	0.89%	0.44%
REGN	F	0.2%	0.43%	0.2%
RMD	C	0.14%	0.22%	0.14%
ROP	B	0.17%	0.08%	0.08%
ROST	C	0.14%	0.17%	0.14%
SMCI	F	0.01%	0.2%	0.01%
SNAP	C	0.02%	0.42%	0.02%
SNPS	B	0.22%	0.24%	0.22%
SPG	B	0.16%	0.18%	0.16%
SPGI	C	0.76%	0.14%	0.14%
SYK	C	0.35%	0.4%	0.35%
TJX	A	0.4%	0.63%	0.4%
TMO	F	0.49%	0.33%	0.33%
TMUS	B	0.05%	0.7%	0.05%
TROW	B	0.11%	0.13%	0.11%
TXN	C	0.67%	0.92%	0.67%
TYL	B	0.05%	0.21%	0.05%
UBER	D	0.2%	0.34%	0.2%
UNH	C	1.18%	0.57%	0.57%
USB	A	0.13%	0.28%	0.13%
VEEV	C	0.07%	0.1%	0.07%
VICI	C	0.25%	0.15%	0.15%
VRSN	F	0.15%	0.07%	0.07%
VRTX	F	0.27%	0.68%	0.27%
VTR	C	0.08%	0.08%	0.08%
VZ	C	0.12%	0.34%	0.12%
WAT	B	0.19%	0.2%	0.19%
WELL	A	0.21%	0.3%	0.21%
WFC	A	0.29%	0.39%	0.29%
YUM	B	0.15%	0.28%	0.15%
ZBH	C	0.07%	0.11%	0.07%
ZTS	D	0.53%	0.41%	0.41%

NZUS Overweight 136 Positions Relative to HLGE

Symbol	Grade	Weight
TSLA	B	3.03%
GOOG	C	2.32%
V	A	1.8%
DLR	B	1.76%
SHW	A	1.52%
MA	C	1.27%
IBM	C	1.25%
XYL	D	1.14%
EQIX	A	0.9%
CSCO	B	0.84%
CRM	B	0.83%
PLD	D	0.75%
ACN	C	0.62%
ACM	A	0.57%
AWK	D	0.55%
AME	A	0.55%
MSI	B	0.52%
PNR	A	0.48%
ROK	B	0.46%
ESS	B	0.45%
BXP	D	0.45%
DOC	D	0.44%
ARE	D	0.44%
SCHW	B	0.43%
ITW	B	0.36%
FTV	C	0.36%
MMC	B	0.33%
CME	A	0.31%
JNPR	F	0.29%
SBUX	A	0.28%
RIVN	F	0.28%
IEX	B	0.26%
AMT	D	0.25%
FAST	B	0.24%
ALLE	D	0.24%
BX	A	0.24%
WST	C	0.23%
PSA	D	0.22%
ENPH	F	0.22%
MELI	D	0.22%
KLAC	D	0.21%
BRO	B	0.21%
UNP	C	0.2%
PYPL	B	0.2%
CTAS	B	0.2%
EW	C	0.19%
AON	A	0.19%
APH	A	0.19%
ODFL	B	0.19%
KKR	A	0.18%
CPRT	A	0.17%
AFG	A	0.17%
HIG	B	0.17%
CMG	B	0.16%
AXON	A	0.16%
VRSK	A	0.16%
FFIV	B	0.16%
PAYX	C	0.15%
VLTO	D	0.15%
ECL	D	0.15%
MNST	C	0.14%
WTW	B	0.14%
NDAQ	A	0.13%
TRMB	B	0.13%
RPRX	D	0.12%
ROL	B	0.12%
KEYS	A	0.12%
GGG	B	0.11%
ETN	A	0.11%
CBOE	B	0.11%
FDS	B	0.11%
RVTY	F	0.11%
FI	A	0.1%
ALNY	D	0.1%
AJG	B	0.1%
SEIC	B	0.1%
WRB	A	0.09%
ADP	B	0.09%
KIM	A	0.09%
EFX	F	0.09%
NEM	D	0.09%
ERIE	D	0.09%
LULU	C	0.09%
CSGP	D	0.09%
NTRS	A	0.09%
NKE	D	0.08%
WDAY	B	0.08%
DFS	B	0.08%
DXCM	D	0.08%
ULTA	F	0.07%
TRV	B	0.07%
ANET	C	0.07%
MKTX	D	0.07%
KDP	D	0.07%
EXR	D	0.06%
AOS	F	0.05%
TTD	B	0.05%
BMRN	D	0.05%
PODD	C	0.05%
VMC	B	0.05%
BIIB	F	0.05%
ILMN	D	0.05%
BIO	D	0.04%
CTLT	B	0.04%
NBIX	C	0.04%
TFX	F	0.04%
IR	B	0.04%
WM	A	0.04%
GWW	B	0.04%
AVTR	F	0.03%
HUBS	A	0.03%
STZ	D	0.03%
TTWO	A	0.03%
TECH	D	0.03%
FOX	A	0.03%
SQ	B	0.03%
EL	F	0.03%
BAH	F	0.03%
ALGN	D	0.03%
EXAS	D	0.02%
LH	C	0.02%
ZM	B	0.02%
IQV	D	0.02%
OKTA	C	0.02%
SNOW	C	0.02%
COIN	C	0.02%
TW	A	0.02%
MRNA	F	0.01%
BAX	D	0.01%
PAYC	B	0.01%
EPAM	C	0.01%
WPC	D	0.01%
MDB	C	0.01%
TRU	D	0.01%
MKC	D	0.01%
CSX	B	0.01%

NZUS Underweight 226 Positions Relative to HLGE

Symbol	Grade	Weight
CARG	C	-1.18%
DELL	C	-0.94%
CARS	B	-0.94%
HPE	B	-0.89%
CVLT	B	-0.89%
YELP	C	-0.86%
NXPI	D	-0.83%
HPQ	B	-0.82%
WMT	A	-0.82%
FICO	B	-0.81%
PSTG	D	-0.79%
STX	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%
MCK	B	-0.68%
CL	D	-0.67%
DLB	B	-0.66%
PRGS	A	-0.66%
MCHP	D	-0.6%
CRUS	D	-0.57%
TRIP	F	-0.57%
AXNX	C	-0.57%
PI	D	-0.56%
LMT	D	-0.54%
KR	B	-0.54%
OLED	D	-0.53%
GS	A	-0.53%
M	D	-0.53%
COST	B	-0.51%
T	A	-0.5%
CORT	B	-0.49%
EA	A	-0.47%
MS	A	-0.44%
BRK.A	B	-0.44%
C	A	-0.44%
AMED	F	-0.43%
KO	D	-0.41%
ACI	C	-0.41%
PNC	B	-0.41%
OLLI	D	-0.41%
GEN	B	-0.41%
VRNS	D	-0.39%
HCA	F	-0.39%
QLYS	C	-0.38%
MU	D	-0.38%
FITB	A	-0.37%
TGT	F	-0.37%
IAC	D	-0.36%
CALM	A	-0.36%
SWKS	F	-0.36%
CRWD	B	-0.35%
CI	F	-0.35%
GD	F	-0.35%
IRM	D	-0.35%
ON	D	-0.34%
CW	B	-0.34%
MTSI	B	-0.34%
XRX	F	-0.33%
PEP	F	-0.33%
ABT	B	-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%
KMB	D	-0.3%
NVR	D	-0.3%
RF	A	-0.29%
HEI	B	-0.28%
MCRI	A	-0.28%
CDNS	B	-0.28%
ETR	B	-0.28%
HBAN	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%
TENB	C	-0.24%
JHG	A	-0.24%
MSGS	A	-0.24%
COLL	F	-0.24%
COR	B	-0.24%
WMK	C	-0.23%
ZUO	B	-0.23%
HON	B	-0.23%
PHM	D	-0.23%
POWI	D	-0.22%
NYT	C	-0.22%
PPL	B	-0.21%
ITCI	C	-0.21%
TDG	D	-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%
CNC	D	-0.2%
ACIW	B	-0.2%
TSCO	D	-0.19%
COF	B	-0.19%
CRDO	B	-0.19%
BOX	B	-0.18%
ZETA	D	-0.18%
FCNCA	A	-0.18%
KVUE	A	-0.18%
APP	B	-0.18%
NOC	D	-0.17%
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%
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%
RJF	A	-0.13%
AEP	D	-0.13%
TFC	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%
LHX	C	-0.11%
ED	D	-0.1%
PJT	A	-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%
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%
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%
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%
MDLZ	F	-0.04%
VCTR	B	-0.04%
CBRE	B	-0.04%
PBH	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%
ANIP	F	-0.01%
UE	C	-0.01%
AMG	B	-0.01%
CVS	D	-0.01%
PIPR	B	-0.01%