CHGX vs. HLGE ETF Comparison

Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to Hartford Longevity Economy ETF (HLGE)

CHGX

Change Finance U.S. Large Cap Fossil Fuel Free ETF

CHGX Description

The investment seeks to track the performance, before fees and expenses, of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index. The index was developed by Change Finance, PBC, the fund's investment adviser and index provider, and uses an objective, rules-based methodology to measure the performance of an equal-weighted portfolio of approximately 100 large cap U.S.-listed companies that meet a diverse set of environmental, social, and governance (ESG) standards.

Grade (RS Rating)

Last Trade

$38.96

Average Daily Volume

5,581

Number of Holdings ^*

100

* 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

$31.74

Average Daily Volume

489

Number of Holdings ^*

338

* may have additional holdings in another (foreign) market

Performance

Period	CHGX	HLGE
30 Days	-0.64%	-1.51%
60 Days	2.87%	2.41%
90 Days	5.46%	3.29%
12 Months	26.72%	30.68%

60 Overlapping Holdings

Symbol	Grade	Weight in CHGX	Weight in HLGE	Overlap
A	D	0.87%	0.36%	0.36%
AAPL	C	0.96%	0.79%	0.79%
ABBV	F	0.83%	0.38%	0.38%
ABT	B	0.97%	0.33%	0.33%
ADBE	F	0.89%	0.12%	0.12%
ADI	D	0.87%	0.62%	0.62%
ADSK	B	1.14%	0.28%	0.28%
AMD	F	0.9%	0.17%	0.17%
AMGN	D	0.85%	0.33%	0.33%
AMP	A	1.2%	0.14%	0.14%
AVGO	C	1.0%	0.56%	0.56%
AXP	A	1.07%	0.26%	0.26%
BK	A	1.09%	0.5%	0.5%
CDNS	B	1.08%	0.27%	0.27%
CHD	A	1.02%	0.13%	0.13%
CMCSA	B	1.05%	0.53%	0.53%
COR	B	0.98%	0.24%	0.24%
CRWD	B	1.19%	0.33%	0.33%
DIS	A	1.16%	0.04%	0.04%
EA	A	1.04%	0.44%	0.44%
FICO	A	1.29%	0.8%	0.8%
FTNT	A	1.18%	0.69%	0.69%
GIS	D	0.86%	0.08%	0.08%
GOOGL	B	1.03%	1.02%	1.02%
HCA	D	0.84%	0.39%	0.39%
HPQ	B	0.97%	0.81%	0.81%
ICE	D	0.93%	0.1%	0.1%
INTC	C	1.09%	0.24%	0.24%
INTU	A	1.07%	0.32%	0.32%
JNJ	D	0.88%	0.73%	0.73%
LLY	F	0.79%	0.54%	0.54%
MCHP	F	0.77%	0.65%	0.65%
MCK	A	1.04%	0.67%	0.67%
MCO	C	0.95%	0.39%	0.39%
MDT	D	0.93%	0.28%	0.28%
MPWR	F	0.59%	0.63%	0.59%
MRK	F	0.8%	0.47%	0.47%
MRVL	B	1.14%	0.04%	0.04%
MU	D	0.99%	0.42%	0.42%
NFLX	A	1.15%	0.56%	0.56%
NOW	B	1.17%	0.84%	0.84%
NVDA	B	1.18%	1.15%	1.15%
ON	F	0.83%	0.35%	0.35%
ORCL	A	1.27%	1.02%	1.02%
PANW	B	1.04%	0.51%	0.51%
PFE	F	0.86%	0.21%	0.21%
PGR	B	0.98%	0.2%	0.2%
PHM	D	0.94%	0.24%	0.24%
QCOM	F	0.9%	0.91%	0.9%
ROP	C	0.98%	0.08%	0.08%
ROST	D	0.91%	0.16%	0.16%
SNPS	C	1.01%	0.24%	0.24%
SPG	A	1.02%	0.17%	0.17%
SPGI	C	0.96%	0.14%	0.14%
STT	A	1.04%	0.31%	0.31%
SYK	A	1.02%	0.39%	0.39%
SYY	D	0.92%	0.27%	0.27%
TJX	A	0.98%	0.61%	0.61%
TMO	D	0.83%	0.34%	0.34%
TXN	C	0.92%	0.96%	0.92%

CHGX Overweight 40 Positions Relative to HLGE

Symbol	Grade	Weight
CRM	A	1.26%
SQ	A	1.21%
SCHW	A	1.18%
GWW	A	1.15%
PYPL	A	1.14%
STLD	B	1.11%
CSCO	B	1.1%
V	A	1.07%
DECK	A	1.06%
IT	B	1.05%
ANET	C	1.05%
ADP	B	1.05%
AON	A	1.05%
CPRT	A	1.04%
NDAQ	A	1.04%
ORLY	A	1.04%
CAT	B	1.04%
FIS	B	1.03%
GOOG	B	1.03%
MA	A	1.03%
ACN	C	1.02%
ORA	B	1.02%
VRSK	B	1.01%
CTSH	B	1.0%
MSCI	A	1.0%
CARR	D	0.99%
WDAY	B	0.99%
IBM	D	0.99%
CME	A	0.99%
DE	D	0.98%
AZO	C	0.95%
ECL	D	0.94%
MMC	C	0.93%
LEN	D	0.9%
AWK	C	0.89%
NKE	D	0.87%
PLD	D	0.86%
EFX	F	0.82%
IQV	F	0.77%
KLAC	F	0.76%

CHGX Underweight 278 Positions Relative to HLGE

Symbol	Grade	Weight
CARG	A	-1.12%
META	C	-1.06%
AMZN	B	-1.02%
EBAY	D	-0.98%
DELL	C	-0.92%
CARS	B	-0.91%
HPE	B	-0.9%
CVLT	B	-0.88%
NXPI	F	-0.85%
YELP	C	-0.83%
STX	D	-0.83%
NTAP	D	-0.82%
PSTG	F	-0.82%
WMT	A	-0.81%
MSFT	D	-0.8%
WDC	F	-0.79%
JWN	A	-0.73%
BKNG	A	-0.72%
LOW	A	-0.71%
VRTX	C	-0.71%
GM	A	-0.7%
DDS	B	-0.68%
DLB	D	-0.67%
CL	D	-0.67%
TMUS	A	-0.67%
HD	A	-0.65%
PRGS	B	-0.65%
PI	D	-0.61%
TRIP	D	-0.6%
MTCH	F	-0.58%
UNH	B	-0.58%
CRUS	F	-0.57%
AXNX	A	-0.56%
OLED	F	-0.56%
LMT	D	-0.55%
GILD	B	-0.55%
MTD	F	-0.55%
ELV	F	-0.54%
M	C	-0.53%
KR	B	-0.53%
BSX	B	-0.52%
CORT	B	-0.52%
GS	A	-0.52%
COST	B	-0.51%
T	A	-0.49%
PINS	F	-0.48%
SNAP	D	-0.46%
REGN	F	-0.45%
AMED	F	-0.45%
BRK.A	A	-0.43%
OLLI	D	-0.43%
C	A	-0.43%
MS	A	-0.42%
MTB	A	-0.42%
KO	D	-0.41%
ACI	C	-0.41%
PNC	A	-0.4%
GEN	B	-0.4%
IAC	D	-0.4%
ZTS	D	-0.4%
SWKS	F	-0.38%
QLYS	C	-0.38%
VRNS	D	-0.38%
GD	D	-0.37%
IRM	D	-0.37%
MTSI	B	-0.37%
BAC	A	-0.37%
DIOD	F	-0.37%
WFC	A	-0.37%
CALM	A	-0.36%
TGT	D	-0.36%
FITB	A	-0.36%
ZETA	F	-0.36%
CW	B	-0.35%
CI	D	-0.34%
XRX	F	-0.34%
UBER	C	-0.34%
ISRG	A	-0.34%
JPM	A	-0.34%
VZ	C	-0.33%
RTX	D	-0.33%
BMY	B	-0.32%
PG	C	-0.32%
SO	C	-0.32%
PEP	F	-0.32%
WELL	A	-0.31%
DUK	C	-0.31%
UTHR	B	-0.31%
EDR	A	-0.31%
NVR	D	-0.3%
KMB	C	-0.29%
ETR	A	-0.28%
USB	B	-0.28%
RF	A	-0.28%
SMTC	C	-0.28%
MCRI	A	-0.27%
HBAN	A	-0.27%
GRMN	B	-0.27%
YUM	D	-0.27%
KTB	A	-0.26%
PTC	B	-0.26%
PRU	A	-0.26%
OGN	F	-0.26%
SMCI	F	-0.26%
INCY	B	-0.25%
EXEL	B	-0.25%
HUM	F	-0.25%
HEI	A	-0.25%
COLL	F	-0.25%
GDDY	A	-0.25%
MSGS	B	-0.24%
PEG	C	-0.24%
SYF	A	-0.24%
ZUO	A	-0.23%
POWI	D	-0.23%
JHG	A	-0.23%
NYT	D	-0.23%
RMD	C	-0.23%
TENB	D	-0.23%
RCL	A	-0.23%
CB	C	-0.23%
ITCI	B	-0.22%
HON	A	-0.22%
TDG	D	-0.22%
WMK	B	-0.22%
PPL	A	-0.21%
CINF	A	-0.21%
HLT	A	-0.21%
ACIW	B	-0.21%
PRG	A	-0.21%
LRN	A	-0.21%
CRDO	C	-0.21%
TYL	B	-0.21%
EHC	B	-0.21%
HRB	D	-0.2%
LAMR	D	-0.2%
CNC	F	-0.2%
WAT	B	-0.2%
BJ	B	-0.2%
COF	A	-0.19%
TSCO	D	-0.19%
PSMT	D	-0.18%
FCNCA	A	-0.18%
KVUE	A	-0.18%
NOC	D	-0.18%
APP	A	-0.18%
AVB	A	-0.18%
QRVO	F	-0.17%
BOX	B	-0.17%
APPN	B	-0.17%
IMKTA	C	-0.16%
CHE	D	-0.16%
LOPE	B	-0.16%
UPBD	B	-0.16%
ADUS	D	-0.16%
CRVL	B	-0.16%
HSY	F	-0.16%
AFL	C	-0.15%
SFM	A	-0.15%
DHR	D	-0.15%
TDC	F	-0.15%
MMSI	A	-0.15%
FSLR	F	-0.15%
ANSS	B	-0.15%
DGX	A	-0.15%
KSS	F	-0.14%
WGO	B	-0.14%
NHI	D	-0.14%
PDCO	F	-0.14%
ALKT	B	-0.14%
FE	C	-0.14%
VICI	C	-0.14%
FOXA	A	-0.13%
RJF	A	-0.13%
SHOO	D	-0.13%
TFC	A	-0.13%
TROW	A	-0.13%
SHO	D	-0.13%
JXN	B	-0.13%
ORI	A	-0.13%
AEP	C	-0.13%
FLO	D	-0.13%
BDX	F	-0.13%
EQH	B	-0.12%
AGYS	A	-0.12%
SF	A	-0.12%
EQR	C	-0.12%
JEF	A	-0.11%
ZBH	C	-0.11%
MOG.A	B	-0.11%
BKE	A	-0.11%
HIMS	C	-0.11%
WSM	F	-0.11%
AVT	C	-0.11%
HOLX	D	-0.11%
LHX	B	-0.11%
PJT	A	-0.1%
BBY	C	-0.1%
ED	D	-0.1%
VEEV	C	-0.1%
EIX	C	-0.1%
LZB	A	-0.1%
DHI	D	-0.1%
GOLF	A	-0.09%
ETSY	D	-0.09%
KLG	F	-0.09%
UNM	A	-0.09%
COKE	C	-0.09%
CHTR	B	-0.08%
THO	B	-0.08%
DTE	C	-0.08%
SRE	A	-0.08%
O	D	-0.08%
MET	A	-0.08%
F	C	-0.08%
DOCS	C	-0.08%
VTRS	A	-0.08%
DFIN	D	-0.08%
IDXX	F	-0.08%
VTR	C	-0.08%
EVR	A	-0.07%
DOCU	A	-0.07%
FTDR	B	-0.07%
BPOP	C	-0.07%
ACGL	C	-0.06%
LNTH	F	-0.06%
AIG	B	-0.06%
VSTO	A	-0.06%
AEE	A	-0.06%
NWL	B	-0.06%
ABNB	C	-0.06%
CPRX	C	-0.06%
CAH	B	-0.06%
OFG	B	-0.06%
VRSN	D	-0.06%
PINC	B	-0.06%
FHI	A	-0.05%
LMAT	A	-0.05%
PRDO	B	-0.05%
WBA	F	-0.05%
AXS	A	-0.05%
EPC	F	-0.05%
WEC	A	-0.04%
MDLZ	F	-0.04%
PBH	A	-0.04%
NRG	B	-0.04%
APO	A	-0.04%
VCTR	B	-0.04%
CBRE	B	-0.04%
MKL	A	-0.04%
STE	D	-0.04%
CASY	B	-0.04%
HLI	A	-0.04%
WOR	F	-0.04%
ZS	B	-0.04%
PFBC	A	-0.03%
LTC	B	-0.03%
SNEX	A	-0.03%
CTRE	D	-0.03%
CNK	A	-0.03%
BRBR	A	-0.03%
LYV	A	-0.03%
MORN	B	-0.03%
MCD	D	-0.03%
CFG	A	-0.03%
MANH	D	-0.03%
BCO	F	-0.03%
COLM	B	-0.02%
TNL	A	-0.02%
MMM	D	-0.02%
CASH	A	-0.02%
WHR	A	-0.02%
ALL	A	-0.02%
ANIP	D	-0.01%
UE	B	-0.01%
AMG	A	-0.01%
CVS	F	-0.01%
PIPR	A	-0.01%