AIEQ vs. HLGE ETF Comparison

Comparison of AI Powered Equity ETF (AIEQ) to Hartford Longevity Economy ETF (HLGE)

AIEQ

AI Powered Equity ETF

AIEQ Description

The investment seeks capital appreciation. The fund is actively managed and invests primarily in equity securities listed on a U.S. exchange based on the results of a proprietary, quantitative model (the EquBot Model) developed by EquBot LLC (EquBot) that runs on the IBM Watson? platform. EquBot, the fund's sub-adviser, is a technology based company focused on applying artificial intelligence (AI) based solutions to investment analyses. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$36.79

Average Daily Volume

8,272

Number of Holdings ^*

136

* 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

$30.99

Average Daily Volume

704

Number of Holdings ^*

332

* may have additional holdings in another (foreign) market

Performance

Period	AIEQ	HLGE
30 Days	1.57%	2.89%
60 Days	-0.31%	-0.22%
90 Days	2.20%	2.71%
12 Months	20.14%	25.33%

33 Overlapping Holdings

Symbol	Grade	Weight in AIEQ	Weight in HLGE	Overlap
AMP	B	0.43%	0.19%	0.19%
BAC	D	4.25%	0.39%	0.39%
BDX	D	0.43%	0.07%	0.07%
C	D	3.75%	0.69%	0.69%
CHE	C	0.25%	0.48%	0.25%
CMCSA	D	3.91%	0.51%	0.51%
DECK	C	1.01%	0.14%	0.14%
DPZ	D	0.43%	0.19%	0.19%
EBAY	A	0.63%	1.11%	0.63%
FLO	C	0.09%	0.06%	0.06%
GRMN	D	0.29%	0.45%	0.29%
HPE	F	0.42%	0.97%	0.42%
HSY	B	1.08%	0.2%	0.2%
IRM	A	0.28%	0.17%	0.17%
JPM	D	3.74%	0.76%	0.76%
M	D	0.16%	0.52%	0.16%
MCK	F	0.82%	0.68%	0.68%
MCO	B	0.92%	0.18%	0.18%
NFLX	B	2.53%	0.44%	0.44%
NOW	B	3.32%	0.86%	0.86%
OLLI	C	0.55%	0.36%	0.36%
PG	A	4.11%	0.37%	0.37%
PSTG	D	0.54%	0.58%	0.54%
PVH	D	0.42%	0.1%	0.1%
RJF	C	0.92%	0.2%	0.2%
SEIC	C	0.13%	0.03%	0.03%
SPG	B	0.42%	0.14%	0.14%
SYY	C	0.55%	0.35%	0.35%
TDG	B	0.42%	0.32%	0.32%
TJX	B	1.89%	0.51%	0.51%
TXRH	D	0.07%	0.15%	0.07%
VST	C	0.37%	0.28%	0.28%
WAT	C	0.75%	0.27%	0.27%

AIEQ Overweight 103 Positions Relative to HLGE

Symbol	Grade	Weight
SPGI	A	3.85%
SCHW	D	3.78%
V	A	3.37%
NEE	B	2.42%
EOG	D	2.34%
URI	C	1.62%
AME	D	1.59%
TTD	B	1.37%
TT	A	1.19%
FIS	A	1.17%
ALL	A	1.1%
XYL	D	1.04%
ITW	B	0.99%
MNST	C	0.89%
CME	B	0.87%
PCG	B	0.85%
FMC	C	0.82%
APP	B	0.81%
EG	B	0.81%
PCAR	D	0.81%
DVA	A	0.8%
APD	B	0.79%
LRCX	F	0.78%
HAL	F	0.75%
PKG	B	0.74%
NDAQ	B	0.74%
COP	F	0.73%
ADM	D	0.7%
HRL	C	0.67%
CHTR	D	0.62%
W	D	0.61%
OKE	A	0.6%
EQT	D	0.59%
TFX	B	0.58%
MAS	B	0.56%
OKTA	F	0.56%
SQ	D	0.51%
CHK	D	0.51%
BLD	D	0.49%
WYNN	D	0.45%
BKR	D	0.45%
DOX	C	0.43%
INSP	C	0.43%
ALB	D	0.42%
ALNY	C	0.41%
MOD	C	0.41%
WMG	D	0.4%
XRAY	D	0.4%
RS	D	0.4%
TRMB	C	0.39%
PII	D	0.38%
GTLS	F	0.35%
SOFI	C	0.34%
ITRI	C	0.34%
ACHC	C	0.33%
TECH	D	0.33%
NDSN	C	0.33%
SON	C	0.31%
EXP	A	0.3%
IBP	C	0.3%
OSK	D	0.3%
BIO	C	0.28%
MEDP	D	0.28%
TPL	C	0.28%
LANC	D	0.27%
LNT	A	0.27%
PARA	F	0.26%
WMS	D	0.26%
LAMR	A	0.26%
JAZZ	D	0.25%
NVST	D	0.25%
RYAN	C	0.24%
MTDR	F	0.24%
BBWI	F	0.24%
FLS	D	0.23%
UBSI	C	0.23%
MSM	D	0.22%
EXAS	C	0.2%
FDS	C	0.19%
LNC	D	0.18%
BRX	B	0.17%
BCC	C	0.17%
TENB	D	0.16%
SEE	D	0.16%
TKR	D	0.14%
CMI	C	0.13%
LSTR	D	0.13%
WU	F	0.12%
MORN	C	0.12%
FUL	D	0.11%
MAN	D	0.1%
BC	D	0.1%
R	B	0.09%
NTRS	B	0.09%
SUM	D	0.09%
CWST	A	0.09%
CADE	C	0.09%
ITT	C	0.08%
HOOD	C	0.08%
NFG	A	0.04%
COOP	B	0.04%
NXST	D	0.01%
SWX	C	0.0%

AIEQ Underweight 299 Positions Relative to HLGE

Symbol	Grade	Weight
CVLT	B	-1.22%
CARG	B	-1.06%
NVDA	D	-1.06%
TXN	D	-1.03%
GOOGL	D	-1.03%
AAPL	D	-0.98%
HPQ	D	-0.96%
META	B	-0.95%
QCOM	D	-0.94%
COST	B	-0.93%
AVGO	C	-0.91%
WMT	B	-0.9%
NTAP	D	-0.9%
MRK	D	-0.86%
JNJ	B	-0.85%
AMZN	C	-0.84%
YELP	F	-0.81%
MSFT	C	-0.8%
ELV	B	-0.79%
UNH	C	-0.76%
REGN	C	-0.75%
ABBV	B	-0.75%
HD	B	-0.74%
CL	C	-0.73%
ADI	D	-0.72%
AMGN	B	-0.72%
DELL	D	-0.71%
PINS	F	-0.68%
DDS	D	-0.66%
NXPI	F	-0.64%
PANW	C	-0.63%
STX	D	-0.63%
FICO	A	-0.61%
HCA	A	-0.6%
VRNS	C	-0.6%
PRGS	B	-0.6%
MPWR	C	-0.6%
BMY	C	-0.59%
JWN	C	-0.57%
LOW	B	-0.57%
MCHP	D	-0.56%
EA	C	-0.55%
ZTS	B	-0.53%
LLY	C	-0.53%
CRWD	D	-0.53%
BSX	B	-0.53%
BRK.A	C	-0.52%
ZS	F	-0.52%
ABT	B	-0.52%
QLYS	F	-0.52%
VRTX	C	-0.51%
CAH	B	-0.51%
BKNG	B	-0.5%
GILD	B	-0.5%
MOH	C	-0.5%
BK	A	-0.5%
TMUS	A	-0.49%
SWKS	F	-0.48%
CRUS	D	-0.48%
WFC	F	-0.47%
SYK	B	-0.47%
DBX	D	-0.47%
MDT	B	-0.46%
CNC	C	-0.45%
XRX	F	-0.45%
COKE	C	-0.44%
AMED	D	-0.44%
AKAM	D	-0.44%
LYV	C	-0.43%
HRB	C	-0.42%
INTU	C	-0.42%
RL	B	-0.42%
WDC	D	-0.42%
ORCL	B	-0.41%
AFL	B	-0.41%
MTD	D	-0.4%
CDW	D	-0.4%
DLB	D	-0.4%
KR	B	-0.39%
COLL	C	-0.38%
KMB	C	-0.37%
CDNS	D	-0.37%
PTC	D	-0.36%
VZ	A	-0.36%
GS	D	-0.36%
ROST	C	-0.35%
CMG	C	-0.35%
UBER	C	-0.35%
CW	B	-0.34%
CVS	D	-0.34%
HWM	B	-0.33%
PHM	B	-0.33%
NSIT	C	-0.33%
SNAP	F	-0.33%
VRSN	D	-0.33%
SMCI	F	-0.33%
GD	B	-0.33%
COF	D	-0.32%
GM	C	-0.32%
MU	F	-0.32%
MCRI	C	-0.32%
VTRS	C	-0.31%
CARS	D	-0.31%
CBOE	B	-0.3%
SKX	C	-0.3%
DGX	B	-0.3%
EVR	B	-0.3%
ADBE	D	-0.29%
YUM	B	-0.29%
SSTK	F	-0.29%
CALM	B	-0.29%
EHC	B	-0.29%
ADSK	B	-0.28%
BRBR	C	-0.28%
IDCC	B	-0.28%
STE	B	-0.28%
HLT	B	-0.28%
TEL	D	-0.28%
FTNT	B	-0.27%
PNC	B	-0.27%
UHS	B	-0.27%
BPOP	C	-0.27%
ACI	D	-0.26%
A	C	-0.26%
PEP	B	-0.25%
MAR	D	-0.25%
MTB	B	-0.25%
NVR	B	-0.24%
SFM	B	-0.24%
TDC	F	-0.24%
DHR	B	-0.24%
DIS	D	-0.24%
ZIP	D	-0.24%
AXP	B	-0.24%
SNPS	D	-0.23%
OLED	C	-0.23%
WST	F	-0.23%
ROP	B	-0.23%
TRIP	F	-0.23%
CRM	D	-0.23%
AIG	D	-0.23%
TMO	B	-0.22%
STT	B	-0.22%
ZBH	D	-0.22%
WELL	B	-0.22%
AMD	D	-0.21%
DUK	B	-0.21%
HLI	A	-0.21%
MCD	B	-0.21%
HSIC	D	-0.21%
PRU	C	-0.21%
TGT	C	-0.21%
TSCO	B	-0.2%
NWSA	D	-0.2%
LMT	B	-0.2%
MRVL	C	-0.2%
CRVL	B	-0.19%
ITCI	D	-0.19%
DHI	B	-0.19%
THO	C	-0.19%
JBSS	F	-0.19%
CB	B	-0.19%
WSM	C	-0.18%
MANH	A	-0.18%
ETR	A	-0.18%
INTC	F	-0.18%
CRDO	D	-0.18%
HON	D	-0.18%
CHD	B	-0.17%
SO	A	-0.17%
LEN	B	-0.17%
WGO	D	-0.17%
VEEV	C	-0.17%
AVT	D	-0.17%
RMBS	F	-0.17%
MOG.A	B	-0.17%
OFG	C	-0.17%
SHOO	B	-0.16%
MDLZ	B	-0.16%
HBAN	B	-0.16%
PFE	C	-0.16%
TRV	A	-0.15%
PDCO	D	-0.15%
MTCH	C	-0.15%
ISRG	B	-0.15%
HII	D	-0.15%
NYT	C	-0.14%
GOLF	D	-0.14%
DFIN	B	-0.13%
PJT	C	-0.13%
DRI	C	-0.13%
GEHC	C	-0.13%
F	D	-0.13%
KO	B	-0.13%
EW	D	-0.13%
GTLB	D	-0.12%
EXPE	C	-0.12%
WWD	D	-0.12%
PPL	A	-0.12%
XEL	B	-0.12%
IMKTA	D	-0.12%
BWXT	D	-0.12%
PRG	B	-0.11%
PRDO	D	-0.11%
LZB	C	-0.11%
ENSG	A	-0.11%
PSMT	B	-0.11%
SF	B	-0.11%
FOXA	C	-0.11%
IAC	C	-0.1%
MTSI	D	-0.1%
IDXX	C	-0.1%
TTWO	D	-0.1%
IQV	C	-0.1%
BIIB	F	-0.1%
PFBC	C	-0.1%
SIRI	C	-0.1%
BLK	A	-0.1%
LEVI	C	-0.1%
JXN	B	-0.1%
NTNX	C	-0.1%
CTRE	A	-0.1%
MSGS	B	-0.1%
IBOC	C	-0.1%
FITB	B	-0.1%
WDFC	C	-0.09%
JEF	B	-0.09%
WING	B	-0.09%
NOC	B	-0.09%
GHC	C	-0.09%
GDDY	D	-0.08%
WDAY	D	-0.08%
BJ	D	-0.08%
PBH	B	-0.08%
FBP	D	-0.08%
DIOD	F	-0.08%
JJSF	D	-0.08%
ULTA	D	-0.07%
CEG	C	-0.07%
BHE	C	-0.07%
LULU	D	-0.07%
SYF	D	-0.07%
EXEL	A	-0.07%
EIX	B	-0.06%
CASY	C	-0.06%
NWL	C	-0.06%
QRVO	F	-0.06%
HST	D	-0.06%
MET	B	-0.06%
LRN	B	-0.06%
TFC	D	-0.06%
NRG	C	-0.06%
COLM	B	-0.06%
HEI	A	-0.05%
VOYA	A	-0.05%
PFG	C	-0.05%
AGO	C	-0.05%
BBY	B	-0.05%
WOR	F	-0.05%
NHC	D	-0.05%
LTC	B	-0.05%
SRCE	C	-0.05%
PATH	D	-0.05%
CRI	C	-0.05%
PEBO	C	-0.05%
ON	D	-0.05%
RHP	D	-0.04%
KSS	F	-0.04%
WBA	F	-0.04%
T	A	-0.04%
NHI	B	-0.04%
SNX	D	-0.04%
PINC	C	-0.04%
PATK	A	-0.04%
ANF	D	-0.04%
GE	A	-0.04%
TGNA	C	-0.04%
HOLX	B	-0.04%
PLAY	F	-0.04%
BRKR	D	-0.04%
ZD	D	-0.04%
WTFC	C	-0.04%
KHC	C	-0.03%
GIS	B	-0.03%
TXT	D	-0.03%
SHO	D	-0.03%
LHX	C	-0.03%
FCNCA	D	-0.03%
USFD	A	-0.02%
DLTR	F	-0.02%
FROG	F	-0.02%
VICI	B	-0.02%
TOWN	B	-0.02%
L	C	-0.02%
MTN	D	-0.01%
GEV	B	-0.01%
USB	C	-0.01%
BUSE	C	-0.01%
SIG	C	-0.01%