USVM vs. HLGE ETF Comparison

Comparison of VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) to Hartford Longevity Economy ETF (HLGE)

USVM

VictoryShares USAA MSCI USA Small Cap Value Momentum ETF

USVM Description

The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the MSCI USA Small Cap Select Value Momentum Blend Index. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its assets in securities in the index. The index is designed to deliver exposure to equity securities of small-capitalization U.S. issuers within the MSCI USA Small Cap Index (the parent index) that have higher exposure to value and momentum factors while also maintaining moderate index turnover and lower realized volatility than traditional capitalization weighted indexes.

Grade (RS Rating)

Last Trade

$76.80

Average Daily Volume

4,599

Number of Holdings ^*

275

* 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

$30.54

Average Daily Volume

628

Number of Holdings ^*

332

* may have additional holdings in another (foreign) market

Performance

Period	USVM	HLGE
30 Days	-2.24%	1.60%
60 Days	-2.02%	4.29%
90 Days	-1.88%	3.76%
12 Months	18.88%	23.37%

49 Overlapping Holdings

Symbol	Grade	Weight in USVM	Weight in HLGE	Overlap
AGO	D	0.49%	0.05%	0.05%
ANF	C	0.23%	0.05%	0.05%
AVT	D	0.5%	0.17%	0.17%
BPOP	D	0.44%	0.24%	0.24%
CALM	B	0.38%	0.26%	0.26%
COKE	B	0.39%	0.36%	0.36%
COLL	C	0.29%	0.33%	0.29%
CVLT	B	0.56%	1.03%	0.56%
DDS	D	0.29%	0.83%	0.29%
EHC	B	0.6%	0.27%	0.27%
ENSG	B	0.58%	0.09%	0.09%
EXEL	C	0.42%	0.06%	0.06%
GHC	D	0.47%	0.09%	0.09%
HRB	B	0.49%	0.37%	0.37%
HSIC	D	0.48%	0.19%	0.19%
IAC	F	0.33%	0.09%	0.09%
IDCC	A	0.44%	0.25%	0.25%
JEF	B	0.55%	0.08%	0.08%
JXN	C	0.36%	0.09%	0.09%
KSS	F	0.2%	0.04%	0.04%
LEVI	D	0.28%	0.1%	0.1%
LRN	D	0.37%	0.05%	0.05%
M	C	0.22%	0.61%	0.22%
MOG.A	C	0.41%	0.16%	0.16%
MTSI	A	0.39%	0.11%	0.11%
NHI	A	0.55%	0.03%	0.03%
NRG	D	0.4%	0.06%	0.06%
NSIT	C	0.47%	0.33%	0.33%
PATK	D	0.37%	0.03%	0.03%
PBH	C	0.55%	0.07%	0.07%
PINC	F	0.52%	0.04%	0.04%
PVH	F	0.25%	0.11%	0.11%
QRVO	B	0.4%	0.06%	0.06%
RL	C	0.35%	0.41%	0.35%
SF	B	0.54%	0.11%	0.11%
SFM	B	0.4%	0.2%	0.2%
SIG	D	0.22%	0.02%	0.02%
SKX	C	0.4%	0.3%	0.3%
SNX	D	0.5%	0.04%	0.04%
TGNA	D	0.4%	0.04%	0.04%
THO	D	0.3%	0.17%	0.17%
TXRH	B	0.51%	0.15%	0.15%
UHS	C	0.51%	0.22%	0.22%
VRNS	B	0.41%	0.53%	0.41%
WGO	F	0.32%	0.16%	0.16%
WING	B	0.41%	0.1%	0.1%
WOR	F	0.27%	0.06%	0.06%
WSM	D	0.28%	0.19%	0.19%
XRX	F	0.25%	0.48%	0.25%

USVM Overweight 226 Positions Relative to HLGE

Symbol	Grade	Weight
GBDC	C	0.78%
DTM	B	0.7%
INGR	D	0.65%
CACI	B	0.62%
MDU	C	0.59%
RGA	C	0.58%
PSN	C	0.58%
FFIV	C	0.57%
ESNT	C	0.57%
MUSA	C	0.56%
POST	C	0.56%
MTG	B	0.55%
INVA	B	0.54%
GWRE	A	0.54%
SBRA	A	0.53%
UTHR	B	0.52%
GEF	F	0.5%
CLH	B	0.5%
AIZ	D	0.5%
CSWI	A	0.5%
CNO	B	0.5%
ARW	D	0.49%
TAP	F	0.48%
COOP	D	0.48%
ESGR	A	0.48%
UNM	D	0.48%
RDN	B	0.47%
RLJ	F	0.47%
VNT	D	0.46%
TNC	D	0.46%
APG	C	0.46%
CHRD	C	0.46%
SWX	D	0.45%
HQY	B	0.45%
AKR	A	0.45%
HNI	C	0.45%
SNDR	B	0.44%
SKT	D	0.44%
H	C	0.44%
AL	C	0.44%
CNX	C	0.43%
R	B	0.43%
SLM	D	0.42%
CHK	D	0.42%
OMF	D	0.42%
EME	D	0.42%
BECN	D	0.41%
VSH	D	0.41%
FSS	D	0.41%
SKYW	B	0.41%
MLI	C	0.41%
CACC	B	0.41%
GMS	D	0.4%
GPOR	D	0.4%
VECO	B	0.4%
EXP	D	0.4%
VCTR	D	0.4%
NAVI	F	0.4%
MATX	B	0.4%
ESAB	D	0.4%
AYI	D	0.4%
CRC	C	0.39%
SAIC	D	0.39%
GNW	D	0.39%
ALSN	D	0.39%
CMC	D	0.39%
SPB	D	0.38%
GRBK	C	0.38%
ASB	D	0.38%
DINO	D	0.38%
PR	C	0.38%
STC	D	0.38%
OVV	D	0.38%
AROC	B	0.38%
CNM	D	0.37%
PFSI	B	0.37%
CIVI	D	0.37%
INSW	C	0.37%
ARI	D	0.37%
UVV	D	0.37%
AMKR	B	0.37%
SEM	A	0.36%
RUSHA	F	0.36%
IIPR	B	0.36%
ENOV	F	0.36%
UFPI	D	0.35%
TPH	D	0.35%
DXC	C	0.35%
CRL	F	0.35%
AZTA	D	0.35%
PRIM	D	0.35%
BIO	D	0.35%
JLL	B	0.35%
AZZ	D	0.34%
AN	D	0.34%
ITGR	C	0.34%
ODP	F	0.34%
ALLY	B	0.34%
GPI	D	0.34%
ROAD	D	0.34%
PLUS	D	0.34%
KBH	D	0.34%
ANDE	D	0.34%
IVZ	D	0.34%
TMHC	D	0.34%
MOS	F	0.34%
GFF	D	0.33%
ESRT	C	0.33%
CUZ	D	0.33%
BHF	F	0.33%
PK	D	0.32%
SM	D	0.32%
PEB	D	0.32%
TTMI	B	0.32%
JBGS	B	0.32%
UGI	D	0.31%
THC	C	0.31%
NXST	B	0.31%
COHR	B	0.31%
MEDP	C	0.31%
MHK	D	0.31%
BTU	C	0.31%
ABG	D	0.31%
TOL	D	0.31%
PBF	F	0.3%
CCS	D	0.3%
LNC	C	0.3%
RDNT	B	0.3%
DKS	C	0.3%
MHO	D	0.3%
UCTT	A	0.3%
VSTO	B	0.3%
DVA	C	0.3%
INFA	B	0.3%
CXW	D	0.3%
PRGO	F	0.3%
CWEN	D	0.29%
HIW	C	0.29%
FIX	D	0.29%
MTH	D	0.29%
CAL	F	0.29%
AMWD	F	0.29%
PHIN	D	0.29%
GT	F	0.29%
FWRG	F	0.29%
NTCT	D	0.28%
GIII	F	0.28%
UAA	F	0.28%
FORM	A	0.28%
QTWO	B	0.28%
BCC	F	0.28%
IBP	D	0.28%
SCS	C	0.28%
BLD	D	0.28%
GBX	D	0.28%
ARCH	C	0.28%
GEO	B	0.28%
NATL	B	0.27%
AEO	F	0.27%
NTRA	B	0.27%
SLVM	D	0.27%
CUBI	B	0.27%
ADMA	B	0.27%
HCC	C	0.27%
ONTO	B	0.27%
LPX	D	0.27%
CLF	D	0.27%
RAMP	C	0.27%
GKOS	A	0.26%
KRC	F	0.26%
XPO	C	0.26%
IDYA	F	0.26%
ALGT	F	0.26%
REVG	D	0.25%
NMRK	C	0.25%
SAH	D	0.25%
OGN	C	0.25%
ATSG	C	0.25%
FTRE	D	0.25%
VCEL	C	0.25%
MAC	D	0.25%
SANM	C	0.24%
BZH	F	0.24%
MOD	B	0.24%
SLG	B	0.23%
IESC	C	0.23%
STRL	D	0.23%
GES	D	0.23%
FYBR	B	0.23%
UFPT	A	0.23%
RYI	F	0.23%
LPG	C	0.22%
RXST	D	0.22%
VNO	C	0.22%
MSGE	D	0.21%
PLAB	D	0.21%
CVNA	B	0.2%
HE	F	0.2%
APP	B	0.2%
TDS	B	0.19%
CAR	F	0.19%
AMR	D	0.19%
ELAN	D	0.19%
USM	B	0.19%
HPP	D	0.18%
JELD	F	0.18%
DFH	F	0.18%
VIR	F	0.18%
JBLU	C	0.18%
CENX	B	0.17%
PARA	C	0.16%
VSTS	F	0.16%
DYN	B	0.16%
CLSK	D	0.15%
MSTR	D	0.15%
GPS	C	0.15%
OMI	F	0.15%
CHGG	F	0.15%
OSCR	D	0.15%
SATS	B	0.14%
HTZ	F	0.14%
MPW	F	0.13%
VERA	C	0.13%
SMTC	C	0.13%
POWL	D	0.12%
VKTX	D	0.12%

USVM Underweight 283 Positions Relative to HLGE

Symbol	Grade	Weight
NVDA	B	-1.28%
GOOGL	A	-1.22%
QCOM	B	-1.19%
HPE	C	-1.07%
AVGO	B	-1.04%
TXN	B	-1.02%
NTAP	A	-1.0%
EBAY	B	-1.0%
AAPL	A	-0.99%
META	A	-0.96%
PINS	B	-0.95%
AMZN	A	-0.95%
HPQ	C	-0.95%
CARG	C	-0.94%
MRK	C	-0.94%
DELL	C	-0.92%
COST	A	-0.92%
MSFT	A	-0.91%
YELP	F	-0.88%
NOW	A	-0.82%
WMT	A	-0.8%
PSTG	B	-0.78%
CRWD	B	-0.78%
ADI	B	-0.76%
NXPI	B	-0.75%
JNJ	F	-0.75%
ELV	C	-0.75%
JPM	B	-0.73%
C	B	-0.73%
MCK	B	-0.7%
AMGN	B	-0.69%
HD	C	-0.69%
MCHP	C	-0.69%
STX	B	-0.67%
CL	B	-0.66%
REGN	B	-0.66%
SMCI	B	-0.64%
UNH	D	-0.63%
ABBV	C	-0.63%
QLYS	D	-0.62%
MPWR	B	-0.61%
PANW	B	-0.61%
SNAP	B	-0.59%
PRGS	B	-0.57%
FICO	A	-0.56%
ZS	B	-0.54%
JWN	B	-0.54%
WDC	B	-0.53%
EA	B	-0.52%
LLY	A	-0.51%
BSX	B	-0.51%
VRTX	B	-0.51%
ZTS	C	-0.51%
BKNG	B	-0.51%
HCA	C	-0.5%
CMCSA	F	-0.5%
MU	C	-0.5%
LOW	D	-0.5%
WFC	C	-0.49%
SWKS	C	-0.49%
TJX	A	-0.48%
BMY	F	-0.47%
ABT	D	-0.47%
DLB	D	-0.46%
CDNS	B	-0.46%
BRK.A	C	-0.45%
INTU	A	-0.45%
CHE	D	-0.45%
DBX	D	-0.45%
CRUS	A	-0.45%
BK	B	-0.45%
NFLX	A	-0.45%
SYK	B	-0.44%
TMUS	B	-0.44%
AMED	A	-0.44%
ORCL	A	-0.43%
CAH	D	-0.43%
LYV	C	-0.43%
MOH	F	-0.42%
GILD	C	-0.42%
CDW	D	-0.41%
GRMN	C	-0.41%
OLLI	B	-0.4%
MDT	D	-0.4%
AKAM	F	-0.4%
CMG	D	-0.4%
BAC	B	-0.39%
MTD	D	-0.39%
CNC	D	-0.38%
PTC	B	-0.38%
KR	C	-0.37%
VZ	B	-0.35%
GS	A	-0.35%
VST	C	-0.35%
KMB	B	-0.35%
PG	C	-0.35%
CARS	C	-0.35%
UBER	B	-0.35%
CVS	D	-0.34%
AFL	B	-0.34%
GD	D	-0.33%
ROST	B	-0.33%
VRSN	C	-0.32%
COF	D	-0.31%
GM	B	-0.31%
TDG	D	-0.31%
SSTK	F	-0.31%
SYY	D	-0.31%
BRBR	B	-0.3%
TRIP	F	-0.3%
TDC	C	-0.3%
CW	C	-0.3%
TEL	B	-0.29%
HLT	B	-0.29%
ADBE	B	-0.29%
MCRI	D	-0.29%
INTC	C	-0.28%
YUM	D	-0.28%
HWM	C	-0.28%
SNPS	B	-0.28%
ACI	F	-0.27%
ADSK	B	-0.27%
VTRS	D	-0.27%
PHM	D	-0.27%
EVR	A	-0.27%
OLED	A	-0.27%
DGX	C	-0.27%
DIS	D	-0.27%
STE	C	-0.26%
RMBS	B	-0.26%
MAR	C	-0.26%
AMD	B	-0.25%
CRM	C	-0.25%
ZIP	F	-0.24%
ROP	B	-0.24%
A	D	-0.24%
DPZ	D	-0.24%
CBOE	D	-0.24%
WST	F	-0.24%
PEP	D	-0.23%
WAT	D	-0.23%
AXP	C	-0.23%
PNC	C	-0.23%
AIG	D	-0.23%
MTB	C	-0.22%
DHR	D	-0.22%
ZBH	D	-0.21%
TGT	D	-0.21%
PRU	B	-0.21%
NVR	D	-0.21%
MRVL	C	-0.21%
FTNT	C	-0.21%
TMO	D	-0.2%
JBSS	D	-0.2%
RJF	D	-0.2%
NWSA	B	-0.2%
HLI	A	-0.19%
AMP	B	-0.19%
TSCO	D	-0.19%
STT	C	-0.19%
HON	B	-0.19%
WELL	A	-0.19%
ITCI	C	-0.18%
DUK	C	-0.18%
EW	B	-0.18%
MCD	F	-0.18%
CRDO	B	-0.18%
HSY	F	-0.18%
LMT	C	-0.17%
CHD	C	-0.17%
MANH	B	-0.17%
CB	C	-0.17%
F	B	-0.16%
ETR	D	-0.16%
PDCO	F	-0.16%
PFE	C	-0.16%
MCO	A	-0.16%
HBAN	D	-0.15%
SO	B	-0.15%
MDLZ	D	-0.15%
DECK	C	-0.15%
SHOO	C	-0.15%
CRVL	B	-0.15%
LEN	D	-0.14%
NYT	A	-0.14%
HII	D	-0.14%
ISRG	A	-0.14%
IRM	B	-0.14%
DHI	D	-0.14%
GTLB	C	-0.14%
VEEV	D	-0.14%
OFG	B	-0.14%
SPG	C	-0.13%
WWD	D	-0.13%
TRV	D	-0.13%
GOLF	C	-0.13%
KO	A	-0.12%
GEHC	D	-0.12%
PJT	A	-0.12%
DRI	D	-0.12%
BWXT	B	-0.12%
MTCH	F	-0.12%
PRDO	C	-0.11%
EXPE	C	-0.11%
BIIB	C	-0.11%
IMKTA	F	-0.11%
SIRI	C	-0.11%
DFIN	D	-0.11%
DIOD	C	-0.1%
IBOC	C	-0.1%
LZB	C	-0.1%
FOXA	B	-0.1%
NTNX	C	-0.1%
TTWO	C	-0.1%
MSGS	B	-0.1%
IDXX	D	-0.1%
PSMT	D	-0.1%
XEL	D	-0.1%
PPL	D	-0.1%
BJ	B	-0.09%
BLK	B	-0.09%
CTRE	A	-0.09%
FITB	D	-0.09%
PFBC	D	-0.09%
NOC	D	-0.08%
CEG	B	-0.08%
PRG	D	-0.08%
LULU	F	-0.08%
JJSF	B	-0.08%
IQV	D	-0.08%
BHE	D	-0.07%
SYF	B	-0.07%
WDAY	D	-0.07%
GDDY	A	-0.07%
BDX	F	-0.07%
WDFC	D	-0.07%
FBP	B	-0.07%
ULTA	D	-0.07%
TFC	B	-0.06%
PATH	D	-0.06%
ON	C	-0.06%
FLO	D	-0.06%
CASY	B	-0.06%
HST	D	-0.06%
COLM	D	-0.06%
SRCE	B	-0.05%
EIX	C	-0.05%
PFG	D	-0.05%
VOYA	D	-0.05%
WBA	F	-0.05%
NWL	F	-0.05%
LTC	A	-0.05%
CRI	F	-0.05%
ZD	F	-0.05%
PEBO	D	-0.05%
MET	D	-0.05%
PLAY	F	-0.05%
T	B	-0.04%
RHP	D	-0.04%
HOLX	C	-0.04%
WTFC	D	-0.04%
BRKR	F	-0.04%
GE	D	-0.04%
BBY	C	-0.04%
HEI	B	-0.04%
NHC	A	-0.04%
FROG	B	-0.03%
TXT	D	-0.03%
SEIC	D	-0.03%
FCNCA	C	-0.03%
LHX	B	-0.03%
SHO	C	-0.03%
USFD	C	-0.02%
VICI	D	-0.02%
TOWN	B	-0.02%
L	D	-0.02%
DLTR	F	-0.02%
KHC	D	-0.02%
GIS	D	-0.02%
MTN	F	-0.01%
GEV	B	-0.01%
USB	D	-0.01%
BUSE	B	-0.01%