USMF vs. HLGE ETF Comparison
Comparison of WisdomTree U.S. Multifactor Fund (USMF) to Hartford Longevity Economy ETF (HLGE)
USMF
WisdomTree U.S. Multifactor Fund
USMF Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$52.37
Average Daily Volume
25,306
Number of Holdings
*
199
* 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 | USMF | HLGE |
|---|---|---|
| 30 Days | 6.39% | 3.61% |
| 60 Days | 7.88% | 3.94% |
| 90 Days | 8.72% | 5.95% |
| 12 Months | 32.34% | 29.57% |
85 Overlapping Holdings
| Symbol | Grade | Weight in USMF | Weight in HLGE | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 0.37% | 0.33% | 0.33% | |
| ABT | B | 0.4% | 0.33% | 0.33% | |
| ACI | C | 0.36% | 0.41% | 0.36% | |
| AEP | D | 0.29% | 0.13% | 0.13% | |
| AFL | B | 0.35% | 0.15% | 0.15% | |
| AIG | B | 0.34% | 0.06% | 0.06% | |
| ALL | A | 0.37% | 0.02% | 0.02% | |
| AMP | A | 0.44% | 0.15% | 0.15% | |
| APP | B | 1.8% | 0.18% | 0.18% | |
| AXP | A | 0.35% | 0.27% | 0.27% | |
| BMY | B | 0.36% | 0.35% | 0.35% | |
| BRK.A | B | 0.37% | 0.44% | 0.37% | |
| BSX | B | 0.43% | 0.52% | 0.43% | |
| CAH | B | 0.44% | 0.06% | 0.06% | |
| CHE | D | 0.37% | 0.16% | 0.16% | |
| CI | F | 0.28% | 0.35% | 0.28% | |
| CINF | A | 0.37% | 0.21% | 0.21% | |
| CL | D | 0.3% | 0.67% | 0.3% | |
| CMCSA | B | 0.92% | 0.54% | 0.54% | |
| CNC | D | 0.26% | 0.2% | 0.2% | |
| COR | B | 0.48% | 0.24% | 0.24% | |
| CRUS | D | 0.51% | 0.57% | 0.51% | |
| CVLT | B | 0.98% | 0.89% | 0.89% | |
| DGX | A | 0.42% | 0.16% | 0.16% | |
| DIS | B | 0.92% | 0.04% | 0.04% | |
| DOCU | A | 1.0% | 0.07% | 0.07% | |
| DUK | C | 0.31% | 0.31% | 0.31% | |
| EA | A | 1.14% | 0.47% | 0.47% | |
| EBAY | D | 0.68% | 1.01% | 0.68% | |
| EHC | B | 0.43% | 0.21% | 0.21% | |
| EIX | B | 0.3% | 0.1% | 0.1% | |
| ELV | F | 0.29% | 0.53% | 0.29% | |
| ETR | B | 0.41% | 0.28% | 0.28% | |
| EXEL | B | 0.42% | 0.25% | 0.25% | |
| FCNCA | A | 0.3% | 0.18% | 0.18% | |
| FICO | B | 1.08% | 0.81% | 0.81% | |
| FOXA | B | 1.09% | 0.14% | 0.14% | |
| FSLR | F | 0.48% | 0.16% | 0.16% | |
| FTNT | C | 0.85% | 0.72% | 0.72% | |
| GDDY | A | 1.52% | 0.27% | 0.27% | |
| GEN | B | 1.01% | 0.41% | 0.41% | |
| GILD | C | 0.42% | 0.54% | 0.42% | |
| GIS | D | 0.27% | 0.08% | 0.08% | |
| GM | B | 0.61% | 0.74% | 0.61% | |
| HCA | F | 0.29% | 0.39% | 0.29% | |
| HOLX | D | 0.42% | 0.11% | 0.11% | |
| HPQ | B | 0.96% | 0.82% | 0.82% | |
| HRB | D | 0.58% | 0.2% | 0.2% | |
| JNJ | D | 0.43% | 0.73% | 0.43% | |
| JPM | A | 0.39% | 0.36% | 0.36% | |
| KMB | D | 0.32% | 0.3% | 0.3% | |
| KR | B | 0.34% | 0.54% | 0.34% | |
| LHX | C | 0.34% | 0.11% | 0.11% | |
| LMT | D | 0.39% | 0.54% | 0.39% | |
| LNTH | D | 0.14% | 0.05% | 0.05% | |
| MCK | B | 0.46% | 0.68% | 0.46% | |
| MKL | A | 0.34% | 0.04% | 0.04% | |
| MMM | D | 0.2% | 0.02% | 0.02% | |
| MRK | F | 0.35% | 0.46% | 0.35% | |
| MTB | A | 0.32% | 0.43% | 0.32% | |
| NTAP | C | 0.84% | 0.79% | 0.79% | |
| NYT | C | 0.86% | 0.22% | 0.22% | |
| ORI | A | 0.36% | 0.14% | 0.14% | |
| PG | A | 0.33% | 0.32% | 0.32% | |
| PGR | A | 0.36% | 0.2% | 0.2% | |
| REGN | F | 0.26% | 0.43% | 0.26% | |
| RJF | A | 0.41% | 0.13% | 0.13% | |
| ROP | B | 1.31% | 0.08% | 0.08% | |
| SFM | A | 0.29% | 0.15% | 0.15% | |
| SYF | B | 0.32% | 0.25% | 0.25% | |
| SYY | B | 0.3% | 0.27% | 0.27% | |
| T | A | 1.09% | 0.5% | 0.5% | |
| TJX | A | 0.84% | 0.63% | 0.63% | |
| TMO | F | 0.3% | 0.33% | 0.3% | |
| TMUS | B | 1.27% | 0.7% | 0.7% | |
| TYL | B | 1.09% | 0.21% | 0.21% | |
| UNM | A | 0.4% | 0.09% | 0.09% | |
| UTHR | C | 0.38% | 0.3% | 0.3% | |
| VICI | C | 0.32% | 0.15% | 0.15% | |
| VRSN | F | 1.43% | 0.07% | 0.07% | |
| VTRS | A | 0.33% | 0.08% | 0.08% | |
| VZ | C | 0.9% | 0.34% | 0.34% | |
| WFC | A | 0.4% | 0.39% | 0.39% | |
| WMT | A | 0.36% | 0.82% | 0.36% | |
| ZBH | C | 0.38% | 0.11% | 0.11% |
USMF Overweight 114 Positions Relative to HLGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSI | B | 1.51% | |
| IBM | C | 1.39% | |
| CTSH | B | 1.32% | |
| TDY | B | 1.32% | |
| FFIV | B | 1.3% | |
| SNX | C | 1.16% | |
| ZM | B | 1.02% | |
| DBX | B | 1.01% | |
| AKAM | D | 0.98% | |
| CRM | B | 0.97% | |
| JNPR | F | 0.93% | |
| DT | C | 0.9% | |
| ORLY | B | 0.8% | |
| WDAY | B | 0.78% | |
| DRI | B | 0.77% | |
| TXRH | C | 0.77% | |
| EPAM | C | 0.75% | |
| MUSA | A | 0.74% | |
| IPG | D | 0.74% | |
| AZO | C | 0.71% | |
| LVS | C | 0.71% | |
| ARMK | B | 0.71% | |
| INFA | D | 0.68% | |
| NTNX | A | 0.64% | |
| EXPE | B | 0.54% | |
| XOM | B | 0.44% | |
| LDOS | C | 0.44% | |
| IBKR | A | 0.43% | |
| FI | A | 0.43% | |
| ECL | D | 0.43% | |
| EOG | A | 0.42% | |
| ADP | B | 0.41% | |
| WM | A | 0.41% | |
| RSG | A | 0.4% | |
| L | A | 0.4% | |
| HIG | B | 0.4% | |
| ADTN | A | 0.4% | |
| COP | C | 0.4% | |
| DOV | A | 0.39% | |
| ANF | C | 0.39% | |
| VRSK | A | 0.38% | |
| CACI | D | 0.38% | |
| GPK | C | 0.38% | |
| TRV | B | 0.38% | |
| AIZ | A | 0.38% | |
| INGR | B | 0.38% | |
| BR | A | 0.38% | |
| ALSN | B | 0.37% | |
| CCK | C | 0.37% | |
| RLI | B | 0.37% | |
| LH | C | 0.37% | |
| BRO | B | 0.36% | |
| CNA | B | 0.36% | |
| PCAR | B | 0.36% | |
| EME | C | 0.36% | |
| BERY | B | 0.36% | |
| CME | A | 0.36% | |
| PPC | C | 0.36% | |
| SSNC | B | 0.36% | |
| PRI | A | 0.35% | |
| MLI | C | 0.35% | |
| VOYA | B | 0.35% | |
| OGE | B | 0.35% | |
| GAP | C | 0.35% | |
| CBOE | B | 0.35% | |
| HAL | C | 0.35% | |
| WRB | A | 0.34% | |
| MO | A | 0.34% | |
| DE | A | 0.34% | |
| MRO | B | 0.34% | |
| VLO | C | 0.33% | |
| EWBC | A | 0.33% | |
| MSA | D | 0.33% | |
| RGA | A | 0.33% | |
| GLPI | C | 0.33% | |
| NTRS | A | 0.33% | |
| ELS | C | 0.32% | |
| NNN | D | 0.32% | |
| TAP | C | 0.31% | |
| DVN | F | 0.31% | |
| POST | C | 0.31% | |
| PNW | B | 0.31% | |
| CBSH | A | 0.31% | |
| MTG | C | 0.3% | |
| CRS | A | 0.3% | |
| FRT | B | 0.3% | |
| REYN | D | 0.3% | |
| UHS | D | 0.3% | |
| J | F | 0.3% | |
| PCG | A | 0.3% | |
| DVA | B | 0.29% | |
| RYAN | B | 0.29% | |
| MPC | D | 0.29% | |
| LPX | B | 0.29% | |
| MAS | D | 0.28% | |
| WPC | D | 0.28% | |
| BAH | F | 0.27% | |
| CAG | D | 0.26% | |
| KHC | F | 0.26% | |
| FDX | B | 0.26% | |
| THC | D | 0.25% | |
| SAIC | F | 0.25% | |
| NBIX | C | 0.25% | |
| DINO | D | 0.25% | |
| AMT | D | 0.23% | |
| APA | D | 0.23% | |
| PAYC | B | 0.23% | |
| FCN | D | 0.23% | |
| PYPL | B | 0.22% | |
| HII | D | 0.22% | |
| FMC | D | 0.19% | |
| BMRN | D | 0.19% | |
| HALO | F | 0.18% | |
| GL | B | 0.14% |
USMF Underweight 254 Positions Relative to HLGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| CARG | C | -1.18% | |
| NVDA | C | -1.17% | |
| META | D | -1.06% | |
| AMZN | C | -1.05% | |
| GOOGL | C | -1.03% | |
| ORCL | B | -1.03% | |
| DELL | C | -0.94% | |
| CARS | B | -0.94% | |
| TXN | C | -0.92% | |
| HPE | B | -0.89% | |
| QCOM | F | -0.89% | |
| NOW | A | -0.88% | |
| YELP | C | -0.86% | |
| NXPI | D | -0.83% | |
| MSFT | F | -0.83% | |
| AAPL | C | -0.82% | |
| PSTG | D | -0.79% | |
| STX | D | -0.79% | |
| JWN | C | -0.76% | |
| DDS | B | -0.75% | |
| WDC | D | -0.74% | |
| BKNG | A | -0.74% | |
| LOW | D | -0.73% | |
| VRTX | F | -0.68% | |
| HD | A | -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% | |
| UNH | C | -0.57% | |
| TRIP | F | -0.57% | |
| AXNX | C | -0.57% | |
| PI | D | -0.56% | |
| OLED | D | -0.53% | |
| AVGO | D | -0.53% | |
| GS | A | -0.53% | |
| M | D | -0.53% | |
| MTD | D | -0.53% | |
| BK | A | -0.52% | |
| LLY | F | -0.52% | |
| PANW | C | -0.52% | |
| COST | B | -0.51% | |
| CORT | B | -0.49% | |
| PINS | D | -0.49% | |
| MPWR | F | -0.48% | |
| MS | A | -0.44% | |
| C | A | -0.44% | |
| AMED | F | -0.43% | |
| SNAP | C | -0.42% | |
| KO | D | -0.41% | |
| ZTS | D | -0.41% | |
| PNC | B | -0.41% | |
| OLLI | D | -0.41% | |
| MCO | B | -0.4% | |
| SYK | C | -0.4% | |
| VRNS | D | -0.39% | |
| QLYS | C | -0.38% | |
| BAC | A | -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% | |
| A | D | -0.35% | |
| ISRG | A | -0.35% | |
| GD | F | -0.35% | |
| IRM | D | -0.35% | |
| ON | D | -0.34% | |
| CW | B | -0.34% | |
| UBER | D | -0.34% | |
| MTSI | B | -0.34% | |
| XRX | F | -0.33% | |
| PEP | F | -0.33% | |
| INTU | C | -0.33% | |
| SO | D | -0.32% | |
| DIOD | D | -0.32% | |
| RTX | C | -0.32% | |
| STT | A | -0.31% | |
| EDR | A | -0.31% | |
| 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% | |
| MDT | D | -0.28% | |
| HBAN | A | -0.28% | |
| ADSK | A | -0.28% | |
| USB | A | -0.28% | |
| PRU | A | -0.27% | |
| SMTC | B | -0.26% | |
| PTC | A | -0.26% | |
| KTB | B | -0.26% | |
| RCL | A | -0.25% | |
| PEG | A | -0.25% | |
| OGN | D | -0.25% | |
| HUM | C | -0.25% | |
| TENB | C | -0.24% | |
| INCY | C | -0.24% | |
| SNPS | B | -0.24% | |
| JHG | A | -0.24% | |
| MSGS | A | -0.24% | |
| CB | C | -0.24% | |
| COLL | F | -0.24% | |
| WMK | C | -0.23% | |
| ZUO | B | -0.23% | |
| INTC | D | -0.23% | |
| HON | B | -0.23% | |
| PHM | D | -0.23% | |
| RMD | C | -0.22% | |
| POWI | D | -0.22% | |
| PFE | D | -0.21% | |
| PPL | B | -0.21% | |
| ITCI | C | -0.21% | |
| TDG | D | -0.21% | |
| LRN | A | -0.21% | |
| PRG | C | -0.21% | |
| HLT | A | -0.21% | |
| BJ | A | -0.2% | |
| SMCI | F | -0.2% | |
| LAMR | 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% | |
| BLK | C | -0.18% | |
| AVB | B | -0.18% | |
| ROST | C | -0.17% | |
| HSY | F | -0.17% | |
| NOC | D | -0.17% | |
| PSMT | C | -0.17% | |
| ANSS | B | -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% | |
| IMKTA | C | -0.16% | |
| KSS | F | -0.15% | |
| DHR | F | -0.15% | |
| MMSI | B | -0.15% | |
| TDC | D | -0.15% | |
| 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% | |
| CHD | B | -0.13% | |
| TROW | B | -0.13% | |
| TFC | A | -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% | |
| ED | D | -0.1% | |
| VEEV | C | -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% | |
| O | D | -0.08% | |
| CHTR | C | -0.08% | |
| SRE | A | -0.08% | |
| THO | B | -0.08% | |
| DTE | C | -0.08% | |
| MET | A | -0.08% | |
| F | C | -0.08% | |
| DFIN | D | -0.08% | |
| GOLF | B | -0.08% | |
| VTR | C | -0.08% | |
| IDXX | F | -0.08% | |
| PINC | B | -0.07% | |
| FTDR | 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% | |
| NWL | B | -0.06% | |
| VSTO | A | -0.06% | |
| AEE | A | -0.06% | |
| ABNB | C | -0.06% | |
| EVR | B | -0.06% | |
| OFG | B | -0.06% | |
| ZS | C | -0.05% | |
| FHI | A | -0.05% | |
| LMAT | A | -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% | |
| MRVL | B | -0.04% | |
| APO | B | -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% | |
| MCD | D | -0.03% | |
| MANH | D | -0.03% | |
| CFG | B | -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% | |
| CVS | D | -0.01% | |
| PIPR | B | -0.01% |
USMF: Top Represented Industries & Keywords
Industries:
Software - Application
Insurance - Property & Casualty
Business Services
Biotechnology
Information Technology Services
Medical Care
Packaged Foods
Software - Infrastructure
Utilities - Regulated Electric
Drug Manufacturers - Major
Insurance - Diversified
Oil & Gas E&P
Telecom Services
Communication Equipment
Diagnostics & Research
Insurance - Life
Packaging & Containers
Specialty Retail
Apparel Stores
Asset Management
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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