CPAI vs. HLGE ETF Comparison
Comparison of Counterpoint Quantitative Equity ETF (CPAI) to Hartford Longevity Economy ETF (HLGE)
CPAI
Counterpoint Quantitative Equity ETF
CPAI Description
CPAI employs a quantitative, model-driven strategy that integrates quantitative analysis and machine learning insights to navigate diverse market conditions. The portfolio consists of at least 50 US-listed companies of any capitalization or ADRs. The selection process relies on advanced quantitative models leveraging machine learning technology, considering over 30 variables related to value, long-term reversal, momentum, profitability, investor sentiment, and stock price stability. Additionally, the Adviser backtests variable combinations considered to be supported by economic reasoning or investor behavioral biases. The models continually learn and adapt relationships between input variables and realized historic returns, updating during quarterly portfolio rebalances. Moreover, rebalancing ensures the portfolio aligns with the models' rankings, with adjustments made to limit sector exposure to 35% or less.
Grade (RS Rating)
Last Trade
$35.82
Average Daily Volume
7,175
Number of Holdings
*
49
* 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
$32.42
Average Daily Volume
450
Number of Holdings
*
339
* may have additional holdings in another (foreign) market
Performance
| Period | CPAI | HLGE |
|---|---|---|
| 30 Days | 2.73% | 0.04% |
| 60 Days | 8.37% | 1.57% |
| 90 Days | 10.75% | 3.53% |
| 12 Months | 27.62% |
24 Overlapping Holdings
| Symbol | Grade | Weight in CPAI | Weight in HLGE | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 1.81% | 0.82% | 0.82% | |
| ACIW | B | 2.11% | 0.2% | 0.2% | |
| BRBR | A | 2.17% | 0.03% | 0.03% | |
| CAH | B | 2.08% | 0.06% | 0.06% | |
| CARG | B | 2.37% | 1.18% | 1.18% | |
| COR | B | 2.05% | 0.24% | 0.24% | |
| CVLT | A | 2.08% | 0.89% | 0.89% | |
| EQH | B | 2.16% | 0.12% | 0.12% | |
| FTDR | A | 2.17% | 0.07% | 0.07% | |
| GDDY | A | 2.23% | 0.27% | 0.27% | |
| GOOGL | B | 2.05% | 1.03% | 1.03% | |
| HCA | F | 1.61% | 0.39% | 0.39% | |
| LLY | F | 1.74% | 0.52% | 0.52% | |
| META | C | 1.93% | 1.06% | 1.06% | |
| MSFT | D | 1.83% | 0.83% | 0.83% | |
| NYT | D | 1.85% | 0.22% | 0.22% | |
| ORCL | A | 2.09% | 1.03% | 1.03% | |
| PGR | B | 1.93% | 0.2% | 0.2% | |
| ROST | D | 1.72% | 0.17% | 0.17% | |
| RTX | D | 1.9% | 0.32% | 0.32% | |
| SFM | B | 2.51% | 0.15% | 0.15% | |
| TJX | A | 1.89% | 0.63% | 0.63% | |
| UNM | A | 2.25% | 0.09% | 0.09% | |
| WBA | F | 1.82% | 0.05% | 0.05% |
CPAI Overweight 25 Positions Relative to HLGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| SKYW | B | 2.49% | |
| TRGP | A | 2.46% | |
| TDS | B | 2.43% | |
| LDOS | C | 2.33% | |
| NTGR | B | 2.27% | |
| OKE | A | 2.21% | |
| CNO | B | 2.15% | |
| HTZ | C | 2.13% | |
| FTI | A | 2.13% | |
| VIRT | A | 2.11% | |
| MSI | A | 2.07% | |
| CLBT | B | 2.06% | |
| GNW | A | 2.03% | |
| PBI | C | 2.01% | |
| BRC | C | 1.89% | |
| THC | C | 1.88% | |
| LESL | D | 1.87% | |
| ZIM | B | 1.84% | |
| PAA | B | 1.8% | |
| PAGP | A | 1.79% | |
| WES | C | 1.76% | |
| MHO | D | 1.72% | |
| PRM | C | 1.72% | |
| UHS | D | 1.64% | |
| AGL | F | 0.95% |
CPAI Underweight 315 Positions Relative to HLGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | A | -1.17% | |
| AMZN | B | -1.05% | |
| EBAY | D | -1.01% | |
| DELL | C | -0.94% | |
| CARS | C | -0.94% | |
| TXN | C | -0.92% | |
| HPE | B | -0.89% | |
| QCOM | F | -0.89% | |
| NOW | B | -0.88% | |
| YELP | C | -0.86% | |
| NXPI | F | -0.83% | |
| HPQ | B | -0.82% | |
| WMT | A | -0.82% | |
| FICO | A | -0.81% | |
| PSTG | F | -0.79% | |
| STX | D | -0.79% | |
| NTAP | C | -0.79% | |
| JWN | D | -0.76% | |
| DDS | B | -0.75% | |
| WDC | F | -0.74% | |
| GM | B | -0.74% | |
| BKNG | A | -0.74% | |
| JNJ | D | -0.73% | |
| LOW | C | -0.73% | |
| FTNT | B | -0.72% | |
| TMUS | B | -0.7% | |
| VRTX | D | -0.68% | |
| MCK | A | -0.68% | |
| HD | C | -0.67% | |
| CL | D | -0.67% | |
| DLB | B | -0.66% | |
| PRGS | B | -0.66% | |
| MCHP | F | -0.6% | |
| ADI | D | -0.6% | |
| MTCH | F | -0.6% | |
| NFLX | A | -0.6% | |
| UNH | B | -0.57% | |
| CRUS | F | -0.57% | |
| TRIP | F | -0.57% | |
| AXNX | A | -0.57% | |
| PI | D | -0.56% | |
| CMCSA | B | -0.54% | |
| LMT | D | -0.54% | |
| GILD | B | -0.54% | |
| KR | B | -0.54% | |
| ELV | F | -0.53% | |
| OLED | F | -0.53% | |
| AVGO | D | -0.53% | |
| GS | B | -0.53% | |
| M | F | -0.53% | |
| MTD | F | -0.53% | |
| BK | B | -0.52% | |
| BSX | A | -0.52% | |
| PANW | A | -0.52% | |
| COST | A | -0.51% | |
| T | A | -0.5% | |
| CORT | B | -0.49% | |
| PINS | F | -0.49% | |
| MPWR | F | -0.48% | |
| EA | A | -0.47% | |
| MRK | F | -0.46% | |
| MS | B | -0.44% | |
| BRK.A | B | -0.44% | |
| C | B | -0.44% | |
| REGN | F | -0.43% | |
| AMED | F | -0.43% | |
| MTB | A | -0.43% | |
| SNAP | D | -0.42% | |
| KO | D | -0.41% | |
| ZTS | D | -0.41% | |
| ACI | C | -0.41% | |
| PNC | B | -0.41% | |
| OLLI | D | -0.41% | |
| GEN | B | -0.41% | |
| MCO | B | -0.4% | |
| SYK | A | -0.4% | |
| VRNS | D | -0.39% | |
| WFC | A | -0.39% | |
| QLYS | C | -0.38% | |
| BAC | A | -0.38% | |
| MU | D | -0.38% | |
| FITB | B | -0.37% | |
| TGT | F | -0.37% | |
| JPM | B | -0.36% | |
| IAC | D | -0.36% | |
| CALM | A | -0.36% | |
| SWKS | F | -0.36% | |
| CRWD | B | -0.35% | |
| A | F | -0.35% | |
| BMY | B | -0.35% | |
| ISRG | A | -0.35% | |
| CI | D | -0.35% | |
| GD | D | -0.35% | |
| IRM | C | -0.35% | |
| ON | F | -0.34% | |
| CW | B | -0.34% | |
| VZ | C | -0.34% | |
| UBER | F | -0.34% | |
| MTSI | B | -0.34% | |
| XRX | F | -0.33% | |
| PEP | F | -0.33% | |
| INTU | B | -0.33% | |
| TMO | D | -0.33% | |
| ABT | B | -0.33% | |
| ABBV | F | -0.33% | |
| SO | C | -0.32% | |
| PG | C | -0.32% | |
| DIOD | F | -0.32% | |
| DUK | C | -0.31% | |
| STT | A | -0.31% | |
| EDR | A | -0.31% | |
| UTHR | C | -0.3% | |
| KMB | C | -0.3% | |
| WELL | A | -0.3% | |
| AMGN | D | -0.3% | |
| NVR | D | -0.3% | |
| RF | A | -0.29% | |
| HEI | A | -0.28% | |
| GRMN | B | -0.28% | |
| MCRI | A | -0.28% | |
| CDNS | B | -0.28% | |
| YUM | D | -0.28% | |
| ETR | A | -0.28% | |
| MDT | D | -0.28% | |
| HBAN | B | -0.28% | |
| ADSK | A | -0.28% | |
| USB | A | -0.28% | |
| SYY | D | -0.27% | |
| AXP | B | -0.27% | |
| PRU | B | -0.27% | |
| SMTC | B | -0.26% | |
| PTC | B | -0.26% | |
| KTB | B | -0.26% | |
| RCL | A | -0.25% | |
| EXEL | B | -0.25% | |
| PEG | A | -0.25% | |
| OGN | F | -0.25% | |
| SYF | B | -0.25% | |
| HUM | C | -0.25% | |
| TENB | D | -0.24% | |
| INCY | C | -0.24% | |
| SNPS | C | -0.24% | |
| JHG | B | -0.24% | |
| MSGS | A | -0.24% | |
| CB | D | -0.24% | |
| COLL | F | -0.24% | |
| WMK | B | -0.23% | |
| ZUO | B | -0.23% | |
| INTC | C | -0.23% | |
| HON | B | -0.23% | |
| PHM | D | -0.23% | |
| RMD | C | -0.22% | |
| POWI | D | -0.22% | |
| PFE | F | -0.21% | |
| PPL | A | -0.21% | |
| ITCI | B | -0.21% | |
| CINF | A | -0.21% | |
| TDG | D | -0.21% | |
| LRN | A | -0.21% | |
| PRG | B | -0.21% | |
| HLT | A | -0.21% | |
| TYL | B | -0.21% | |
| EHC | B | -0.21% | |
| BJ | B | -0.2% | |
| SMCI | F | -0.2% | |
| LAMR | D | -0.2% | |
| HRB | D | -0.2% | |
| CNC | F | -0.2% | |
| WAT | B | -0.2% | |
| TSCO | D | -0.19% | |
| COF | B | -0.19% | |
| CRDO | C | -0.19% | |
| BOX | B | -0.18% | |
| SPG | A | -0.18% | |
| ZETA | D | -0.18% | |
| FCNCA | A | -0.18% | |
| KVUE | A | -0.18% | |
| APP | B | -0.18% | |
| BLK | B | -0.18% | |
| AVB | B | -0.18% | |
| HSY | F | -0.17% | |
| NOC | D | -0.17% | |
| PSMT | D | -0.17% | |
| DGX | A | -0.16% | |
| ANSS | B | -0.16% | |
| FSLR | F | -0.16% | |
| LOPE | B | -0.16% | |
| ADUS | D | -0.16% | |
| APPN | C | -0.16% | |
| CRVL | A | -0.16% | |
| UPBD | C | -0.16% | |
| AMD | F | -0.16% | |
| QRVO | F | -0.16% | |
| CHE | D | -0.16% | |
| IMKTA | C | -0.16% | |
| VICI | C | -0.15% | |
| KSS | F | -0.15% | |
| DHR | D | -0.15% | |
| AMP | A | -0.15% | |
| AFL | C | -0.15% | |
| MMSI | A | -0.15% | |
| TDC | D | -0.15% | |
| ORI | A | -0.14% | |
| FOXA | B | -0.14% | |
| NHI | D | -0.14% | |
| ADBE | D | -0.14% | |
| PDCO | F | -0.14% | |
| FLO | D | -0.14% | |
| WGO | D | -0.14% | |
| ALKT | B | -0.14% | |
| SPGI | D | -0.14% | |
| FE | C | -0.14% | |
| EQR | C | -0.13% | |
| SF | B | -0.13% | |
| SHOO | D | -0.13% | |
| AGYS | A | -0.13% | |
| CHD | A | -0.13% | |
| RJF | A | -0.13% | |
| AEP | C | -0.13% | |
| TROW | B | -0.13% | |
| TFC | B | -0.13% | |
| BDX | F | -0.13% | |
| WSM | C | -0.12% | |
| BKE | B | -0.12% | |
| SHO | D | -0.12% | |
| JXN | C | -0.12% | |
| ICE | D | -0.11% | |
| LZB | B | -0.11% | |
| AVT | C | -0.11% | |
| MOG.A | B | -0.11% | |
| JEF | A | -0.11% | |
| LHX | B | -0.11% | |
| ZBH | C | -0.11% | |
| HOLX | D | -0.11% | |
| ED | C | -0.1% | |
| VEEV | C | -0.1% | |
| PJT | B | -0.1% | |
| EIX | C | -0.1% | |
| HIMS | C | -0.1% | |
| DHI | D | -0.1% | |
| BBY | D | -0.1% | |
| KLG | D | -0.09% | |
| ETSY | D | -0.09% | |
| COKE | C | -0.09% | |
| O | D | -0.08% | |
| CHTR | B | -0.08% | |
| SRE | A | -0.08% | |
| THO | C | -0.08% | |
| DTE | C | -0.08% | |
| GIS | D | -0.08% | |
| VTRS | A | -0.08% | |
| MET | A | -0.08% | |
| F | C | -0.08% | |
| DFIN | D | -0.08% | |
| GOLF | B | -0.08% | |
| VTR | B | -0.08% | |
| ROP | C | -0.08% | |
| IDXX | F | -0.08% | |
| PINC | B | -0.07% | |
| VRSN | D | -0.07% | |
| DOCU | B | -0.07% | |
| BPOP | C | -0.07% | |
| DOCS | C | -0.07% | |
| ACGL | D | -0.06% | |
| AXS | A | -0.06% | |
| PRDO | B | -0.06% | |
| CPRX | C | -0.06% | |
| AIG | D | -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 | B | -0.05% | |
| LMAT | A | -0.05% | |
| LNTH | C | -0.05% | |
| EPC | F | -0.05% | |
| NRG | B | -0.04% | |
| WEC | A | -0.04% | |
| MDLZ | F | -0.04% | |
| VCTR | B | -0.04% | |
| CBRE | B | -0.04% | |
| DIS | B | -0.04% | |
| PBH | A | -0.04% | |
| MRVL | B | -0.04% | |
| APO | B | -0.04% | |
| MKL | A | -0.04% | |
| WOR | F | -0.04% | |
| CASY | A | -0.04% | |
| STE | D | -0.04% | |
| HLI | A | -0.04% | |
| LTC | B | -0.03% | |
| PFBC | B | -0.03% | |
| CTRE | C | -0.03% | |
| SNEX | A | -0.03% | |
| CNK | A | -0.03% | |
| MORN | B | -0.03% | |
| LYV | A | -0.03% | |
| MCD | D | -0.03% | |
| MANH | D | -0.03% | |
| CFG | B | -0.03% | |
| BCO | F | -0.03% | |
| COLM | C | -0.02% | |
| MMM | D | -0.02% | |
| TNL | B | -0.02% | |
| CASH | B | -0.02% | |
| WHR | B | -0.02% | |
| ALL | A | -0.02% | |
| ANIP | D | -0.01% | |
| UE | B | -0.01% | |
| AMG | B | -0.01% | |
| CVS | D | -0.01% | |
| PIPR | B | -0.01% |
CPAI: Top Represented Industries & Keywords
Industries:
Internet Content & Information
Oil & Gas Midstream
Medical Care
Software - Infrastructure
Apparel Stores
Communication Equipment
Insurance - Diversified
Insurance - Life
Medical Distribution
Software - Application
Aerospace & Defense
Airlines
Business Equipment
Business Services
Capital Markets
Consumer Electronics
Drug Manufacturers - Major
Grocery Stores
Home Improvement Retail
Information Technology Services
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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