SMIZ vs. HLGE ETF Comparison

Comparison of Zacks Small/Mid Cap ETF (SMIZ) to Hartford Longevity Economy ETF (HLGE)
SMIZ

Zacks Small/Mid Cap ETF

SMIZ Description

The fund seeks to generate positive risk-adjusted returns (positive rate of return after adjustment for the amount of risk taken) by, under normal circumstances, investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of small and midsize companies listed on U.S. stock exchanges or derivatives linked to such securities.

Grade (RS Rating)

Last Trade

$30.31

Average Daily Volume

12,579

Number of Holdings *

10

* 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

$30.44

Average Daily Volume

631

Number of Holdings *

332

* may have additional holdings in another (foreign) market
Performance
Period SMIZ HLGE
30 Days -1.30% 2.79%
60 Days 0.21% 5.02%
90 Days -2.42% 3.16%
12 Months 21.27%
4 Overlapping Holdings
Symbol Grade Weight in SMIZ Weight in HLGE Overlap
BRBR C 1.11% 0.29% 0.29%
CDNS B 1.04% 0.45% 0.45%
CEG C 1.23% 0.08% 0.08%
NTAP A 1.05% 0.99% 0.99%
SMIZ Overweight 6 Positions Relative to HLGE
Symbol Grade Weight
EME D 1.87%
SLVM C 1.25%
BLDR F 1.21%
ESAB D 1.12%
MUSA B 1.1%
AIT B 1.03%
SMIZ Underweight 328 Positions Relative to HLGE
Symbol Grade Weight
NVDA B -1.23%
GOOGL A -1.22%
QCOM B -1.14%
HPE B -1.09%
EBAY B -1.01%
CARG B -1.0%
CVLT A -0.99%
TXN B -0.99%
META B -0.98%
MRK C -0.97%
PINS B -0.97%
AAPL A -0.96%
HPQ B -0.95%
AMZN A -0.95%
AVGO B -0.95%
COST A -0.91%
YELP F -0.9%
DELL B -0.9%
MSFT A -0.89%
DDS D -0.84%
NOW B -0.81%
WMT A -0.8%
PSTG B -0.8%
CRWD B -0.78%
ELV B -0.76%
ADI B -0.75%
JNJ F -0.75%
NXPI B -0.73%
MCK B -0.71%
AMGN B -0.7%
C B -0.7%
HD C -0.7%
STX B -0.69%
JPM A -0.69%
SMCI C -0.68%
REGN B -0.68%
CL B -0.67%
MCHP C -0.66%
ABBV B -0.65%
UNH C -0.63%
M D -0.63%
QLYS D -0.62%
SNAP B -0.62%
PANW B -0.61%
MPWR B -0.59%
PRGS B -0.57%
FICO A -0.54%
HCA C -0.53%
BKNG B -0.53%
EA B -0.53%
JWN B -0.53%
ZS B -0.52%
ZTS C -0.52%
LOW D -0.52%
WDC B -0.52%
XRX F -0.51%
LLY A -0.51%
BSX B -0.51%
VRTX B -0.51%
SWKS B -0.5%
CMCSA F -0.5%
VRNS B -0.5%
BMY F -0.49%
TJX A -0.48%
ABT D -0.48%
MU C -0.48%
NFLX A -0.46%
DLB C -0.46%
WFC C -0.46%
CRUS A -0.45%
BK A -0.45%
SYK C -0.45%
BRK.A C -0.45%
CHE D -0.45%
CAH D -0.45%
GILD C -0.44%
TMUS A -0.44%
INTU B -0.44%
DBX D -0.44%
AMED B -0.43%
MOH F -0.43%
RL C -0.43%
MDT D -0.42%
LYV C -0.42%
CDW D -0.42%
OLLI B -0.41%
MTD C -0.41%
CMG C -0.41%
GRMN B -0.41%
ORCL A -0.41%
AKAM F -0.4%
BAC A -0.38%
CNC D -0.38%
PTC B -0.37%
PG C -0.36%
HRB A -0.36%
CARS C -0.36%
KR C -0.36%
CVS D -0.35%
UBER B -0.35%
COKE B -0.35%
KMB B -0.35%
GD C -0.34%
SSTK F -0.34%
ROST B -0.34%
AFL B -0.34%
VZ B -0.34%
SYY D -0.33%
GS A -0.33%
COLL C -0.33%
VST C -0.33%
VRSN C -0.32%
NSIT B -0.32%
CW B -0.31%
SKX C -0.31%
TDG C -0.31%
COF C -0.3%
MCRI D -0.3%
TRIP D -0.3%
TDC C -0.3%
GM B -0.3%
HLT A -0.29%
TEL B -0.29%
YUM D -0.29%
INTC D -0.28%
ADBE B -0.28%
SNPS B -0.28%
DIS D -0.28%
HWM D -0.28%
PHM D -0.28%
ADSK B -0.27%
DGX D -0.27%
VTRS D -0.27%
EHC B -0.27%
OLED A -0.26%
MAR B -0.26%
ACI F -0.26%
A D -0.25%
DPZ C -0.25%
CALM B -0.25%
WST F -0.25%
STE C -0.25%
EVR A -0.25%
ROP A -0.24%
BPOP C -0.24%
CBOE D -0.24%
AMD B -0.24%
CRM D -0.24%
RMBS C -0.24%
IDCC A -0.24%
WAT D -0.23%
DHR D -0.23%
PEP D -0.23%
AIG C -0.23%
ZIP D -0.23%
NVR D -0.22%
MTB B -0.22%
UHS B -0.22%
AXP C -0.22%
PNC B -0.22%
NWSA A -0.21%
PRU A -0.21%
ZBH F -0.21%
TGT D -0.21%
FTNT C -0.21%
HON B -0.2%
TSCO D -0.2%
SFM A -0.2%
JBSS D -0.2%
MRVL B -0.2%
TMO D -0.2%
RJF C -0.2%
MCD F -0.19%
AMP B -0.19%
STT C -0.19%
WELL A -0.19%
HSIC D -0.19%
WSM D -0.19%
MANH B -0.18%
CB C -0.18%
DUK D -0.18%
CRDO B -0.18%
ITCI C -0.18%
HSY F -0.18%
HLI B -0.18%
EW B -0.18%
CHD D -0.17%
LMT B -0.17%
AVT D -0.17%
THO D -0.17%
WGO F -0.16%
TXRH B -0.16%
ETR D -0.16%
PDCO F -0.16%
DECK C -0.16%
MCO A -0.16%
MTCH F -0.16%
PFE C -0.16%
VEEV D -0.15%
DHI D -0.15%
SO B -0.15%
F B -0.15%
MDLZ D -0.15%
CRVL B -0.15%
SHOO C -0.15%
MOG.A C -0.15%
IRM A -0.14%
GOLF C -0.14%
HII D -0.14%
LEN D -0.14%
ISRG B -0.14%
HBAN C -0.14%
OFG A -0.14%
SPG B -0.13%
NYT A -0.13%
GTLB C -0.13%
WWD C -0.13%
TRV D -0.13%
PJT A -0.12%
KO A -0.12%
BWXT B -0.12%
GEHC D -0.12%
DRI D -0.12%
XEL D -0.11%
PPL D -0.11%
SF B -0.11%
EXPE C -0.11%
MTSI A -0.11%
DFIN C -0.11%
BIIB C -0.11%
IMKTA F -0.11%
PVH F -0.11%
LZB B -0.1%
MSGS B -0.1%
TTWO B -0.1%
PSMT D -0.1%
IDXX D -0.1%
LEVI D -0.1%
WING B -0.1%
PRDO C -0.1%
IQV D -0.09%
IAC F -0.09%
CTRE C -0.09%
BLK B -0.09%
JXN B -0.09%
SIRI D -0.09%
BJ B -0.09%
FITB C -0.09%
ENSG A -0.09%
PFBC C -0.09%
DIOD C -0.09%
NTNX C -0.09%
FOXA A -0.09%
IBOC C -0.09%
PBH B -0.08%
NOC D -0.08%
JEF A -0.08%
PRG D -0.08%
LULU F -0.08%
JJSF B -0.08%
GHC D -0.08%
EXEL B -0.07%
GDDY A -0.07%
WDAY D -0.07%
FBP A -0.07%
BDX F -0.07%
ULTA C -0.07%
WDFC D -0.07%
WOR F -0.06%
PLAY F -0.06%
FLO D -0.06%
QRVO B -0.06%
HST D -0.06%
CASY B -0.06%
SYF A -0.06%
NRG C -0.06%
COLM D -0.06%
BHE B -0.06%
EIX D -0.05%
AGO B -0.05%
VOYA D -0.05%
PFG D -0.05%
NWL F -0.05%
LTC A -0.05%
ANF B -0.05%
CRI F -0.05%
ZD F -0.05%
PEBO C -0.05%
LRN C -0.05%
ON C -0.05%
WBA F -0.05%
TFC C -0.05%
PATH D -0.05%
MET D -0.05%
PINC F -0.04%
T B -0.04%
RHP D -0.04%
HOLX C -0.04%
SNX D -0.04%
WTFC C -0.04%
GE D -0.04%
TGNA D -0.04%
HEI B -0.04%
BRKR F -0.04%
NHC A -0.04%
BBY B -0.04%
KSS F -0.04%
SRCE B -0.04%
GIS D -0.03%
FROG C -0.03%
TXT D -0.03%
SEIC D -0.03%
FCNCA C -0.03%
NHI A -0.03%
LHX B -0.03%
PATK D -0.03%
SHO D -0.03%
USFD C -0.02%
SIG D -0.02%
VICI D -0.02%
TOWN C -0.02%
L D -0.02%
DLTR D -0.02%
KHC D -0.02%
MTN F -0.01%
GEV B -0.01%
USB C -0.01%
BUSE B -0.01%
Compare ETFs