CVSE vs. HLGE ETF Comparison

Comparison of Calvert US Select Equity ETF (CVSE) to Hartford Longevity Economy ETF (HLGE)
CVSE

Calvert US Select Equity ETF

CVSE Description

Under normal circumstances, at least 80% of the fund"s net assets (plus any borrowings for investment purposes) will be invested in the equity securities of U.S. issuers. The fund is actively managed, not designed to track a benchmark, and therefore not constrained by the composition of a benchmark. The fund primarily invests in the equity securities of large capitalization U.S. issuers that are involved in economic activities that address global environmental or societal challenges that relate to areas such as environmental sustainability and resource efficiency.

Grade (RS Rating)

Last Trade

$70.50

Average Daily Volume

945

Number of Holdings *

178

* 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 CVSE HLGE
30 Days 2.61% 3.61%
60 Days 4.06% 3.94%
90 Days 5.46% 5.95%
12 Months 30.71% 29.57%
74 Overlapping Holdings
Symbol Grade Weight in CVSE Weight in HLGE Overlap
A D 0.31% 0.35% 0.31%
AAPL C 6.81% 0.82% 0.82%
ADBE C 0.67% 0.14% 0.14%
ADSK A 0.36% 0.28% 0.28%
AMD F 0.52% 0.16% 0.16%
AMGN D 0.73% 0.3% 0.3%
AXP A 0.88% 0.27% 0.27%
BBY D 0.24% 0.1% 0.1%
BMY B 0.41% 0.35% 0.35%
BSX B 0.82% 0.52% 0.52%
CBRE B 0.69% 0.04% 0.04%
CDNS B 0.43% 0.28% 0.28%
CFG B 0.55% 0.03% 0.03%
CHD B 0.1% 0.13% 0.1%
COF B 0.47% 0.19% 0.19%
DELL C 0.19% 0.94% 0.19%
DHR F 0.35% 0.15% 0.15%
DIS B 1.24% 0.04% 0.04%
EA A 0.1% 0.47% 0.1%
EBAY D 0.36% 1.01% 0.36%
ED D 0.49% 0.1% 0.1%
EQR B 0.18% 0.13% 0.13%
ETSY D 0.03% 0.09% 0.03%
FICO B 0.05% 0.81% 0.05%
FITB A 0.35% 0.37% 0.35%
FSLR F 0.04% 0.16% 0.04%
GILD C 0.34% 0.54% 0.34%
GIS D 0.91% 0.08% 0.08%
GM B 1.04% 0.74% 0.74%
HBAN A 0.28% 0.28% 0.28%
HD A 1.33% 0.67% 0.67%
HOLX D 0.28% 0.11% 0.11%
HPE B 0.55% 0.89% 0.55%
HPQ B 0.27% 0.82% 0.27%
HUM C 0.45% 0.25% 0.25%
ICE C 1.0% 0.11% 0.11%
IDXX F 0.3% 0.08% 0.08%
INTC D 0.26% 0.23% 0.23%
INTU C 0.7% 0.33% 0.33%
LLY F 2.63% 0.52% 0.52%
LOW D 0.75% 0.73% 0.73%
MET A 1.14% 0.08% 0.08%
MORN B 0.3% 0.03% 0.03%
MRK F 1.73% 0.46% 0.46%
MSFT F 7.68% 0.83% 0.83%
MU D 0.35% 0.38% 0.35%
NFLX A 1.55% 0.6% 0.6%
NOW A 1.11% 0.88% 0.88%
NVDA C 7.98% 1.17% 1.17%
ON D 0.05% 0.34% 0.05%
PANW C 0.15% 0.52% 0.15%
PFE D 0.27% 0.21% 0.21%
PGR A 1.06% 0.2% 0.2%
PRU A 0.76% 0.27% 0.27%
QCOM F 0.3% 0.89% 0.3%
REGN F 0.1% 0.43% 0.1%
RF A 0.19% 0.29% 0.19%
RMD C 0.38% 0.22% 0.22%
SNPS B 0.22% 0.24% 0.22%
SPGI C 2.01% 0.14% 0.14%
STE F 0.36% 0.04% 0.04%
STT A 0.4% 0.31% 0.31%
TFC A 0.7% 0.13% 0.13%
TGT F 0.56% 0.37% 0.37%
TJX A 0.37% 0.63% 0.37%
TROW B 0.19% 0.13% 0.13%
TSCO D 0.28% 0.19% 0.19%
TXN C 0.48% 0.92% 0.48%
VRSN F 0.08% 0.07% 0.07%
VRTX F 0.2% 0.68% 0.2%
VTR C 0.14% 0.08% 0.08%
VZ C 0.9% 0.34% 0.34%
WAT B 0.18% 0.2% 0.18%
WSM B 0.2% 0.12% 0.12%
CVSE Overweight 104 Positions Relative to HLGE
Symbol Grade Weight
ACN C 1.81%
PH A 1.66%
MA C 1.54%
V A 1.44%
ETN A 1.42%
VRSK A 1.21%
CMI A 1.11%
CRM B 1.09%
CAT B 0.94%
ADP B 0.84%
TT A 0.84%
CSCO B 0.75%
TRV B 0.72%
ECL D 0.69%
AMAT F 0.69%
URI B 0.68%
AWK D 0.67%
OMC C 0.65%
LIN D 0.64%
ES D 0.64%
PLD D 0.63%
AMT D 0.63%
SCHW B 0.62%
SHW A 0.61%
NUE C 0.61%
ITW B 0.58%
DFS B 0.55%
DE A 0.52%
EMR A 0.47%
JLL D 0.43%
BALL D 0.4%
SJM D 0.4%
NDAQ A 0.4%
LULU C 0.36%
MKC D 0.34%
PYPL B 0.32%
DRI B 0.31%
ROK B 0.31%
HUBS A 0.31%
CLX B 0.3%
ULTA F 0.29%
EW C 0.29%
WDAY B 0.28%
MOS F 0.28%
PNR A 0.26%
IPG D 0.26%
HAS D 0.26%
ALNY D 0.25%
NKE D 0.25%
PRI A 0.24%
MTN C 0.23%
DAR C 0.23%
EL F 0.22%
MSA D 0.22%
EXPD D 0.22%
BFAM D 0.21%
MSI B 0.21%
HIG B 0.21%
TPR B 0.2%
DECK A 0.2%
KLAC D 0.19%
FMC D 0.18%
CTAS B 0.18%
SCI B 0.18%
KNX B 0.18%
DVA B 0.17%
FIS C 0.16%
FCN D 0.16%
EXR D 0.15%
MTG C 0.15%
LRCX F 0.15%
AKAM D 0.14%
XYL D 0.14%
CNM D 0.14%
TWLO A 0.12%
NEE D 0.11%
GAP C 0.11%
G B 0.11%
EXAS D 0.1%
SNOW C 0.1%
BXP D 0.1%
MSCI C 0.1%
RL B 0.09%
PLNT A 0.09%
GPC D 0.09%
IQV D 0.09%
TTEK F 0.09%
SWK D 0.09%
MAN D 0.08%
PODD C 0.08%
CSGP D 0.08%
PCTY B 0.08%
BRX A 0.06%
DKS C 0.06%
KEY B 0.06%
RKT F 0.06%
HST C 0.05%
LITE B 0.05%
VLTO D 0.05%
CIEN B 0.05%
RHI B 0.04%
CPRT A 0.03%
HXL D 0.03%
MRNA F 0.02%
CVSE Underweight 265 Positions Relative to HLGE
Symbol Grade Weight
CARG C -1.18%
META D -1.06%
AMZN C -1.05%
GOOGL C -1.03%
ORCL B -1.03%
CARS B -0.94%
CVLT B -0.89%
YELP C -0.86%
NXPI D -0.83%
WMT A -0.82%
PSTG D -0.79%
STX D -0.79%
NTAP C -0.79%
JWN C -0.76%
DDS B -0.75%
WDC D -0.74%
BKNG A -0.74%
JNJ D -0.73%
FTNT C -0.72%
TMUS B -0.7%
MCK B -0.68%
CL D -0.67%
DLB B -0.66%
PRGS A -0.66%
MCHP D -0.6%
ADI D -0.6%
MTCH D -0.6%
UNH C -0.57%
CRUS D -0.57%
TRIP F -0.57%
AXNX C -0.57%
PI D -0.56%
CMCSA B -0.54%
LMT D -0.54%
KR B -0.54%
ELV F -0.53%
OLED D -0.53%
AVGO D -0.53%
GS A -0.53%
M D -0.53%
MTD D -0.53%
BK A -0.52%
COST B -0.51%
T A -0.5%
CORT B -0.49%
PINS D -0.49%
MPWR F -0.48%
MS A -0.44%
BRK.A B -0.44%
C A -0.44%
AMED F -0.43%
MTB A -0.43%
SNAP C -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 C -0.4%
VRNS D -0.39%
HCA F -0.39%
WFC A -0.39%
QLYS C -0.38%
BAC A -0.38%
JPM A -0.36%
IAC D -0.36%
CALM A -0.36%
SWKS F -0.36%
CRWD B -0.35%
ISRG A -0.35%
CI F -0.35%
GD F -0.35%
IRM D -0.35%
CW B -0.34%
UBER D -0.34%
MTSI B -0.34%
XRX F -0.33%
PEP F -0.33%
TMO F -0.33%
ABT B -0.33%
ABBV D -0.33%
SO D -0.32%
PG A -0.32%
DIOD D -0.32%
RTX C -0.32%
DUK C -0.31%
EDR A -0.31%
UTHR C -0.3%
KMB D -0.3%
WELL A -0.3%
NVR D -0.3%
HEI B -0.28%
GRMN B -0.28%
MCRI A -0.28%
YUM B -0.28%
ETR B -0.28%
MDT D -0.28%
USB A -0.28%
SYY B -0.27%
GDDY A -0.27%
SMTC B -0.26%
PTC A -0.26%
KTB B -0.26%
RCL A -0.25%
EXEL B -0.25%
PEG A -0.25%
OGN D -0.25%
SYF B -0.25%
TENB C -0.24%
INCY C -0.24%
JHG A -0.24%
MSGS A -0.24%
CB C -0.24%
COLL F -0.24%
COR B -0.24%
WMK C -0.23%
ZUO B -0.23%
HON B -0.23%
PHM D -0.23%
POWI D -0.22%
NYT C -0.22%
PPL B -0.21%
ITCI C -0.21%
CINF A -0.21%
TDG D -0.21%
LRN A -0.21%
PRG C -0.21%
HLT A -0.21%
TYL B -0.21%
EHC B -0.21%
BJ A -0.2%
SMCI F -0.2%
LAMR D -0.2%
HRB D -0.2%
CNC D -0.2%
ACIW B -0.2%
CRDO B -0.19%
BOX B -0.18%
SPG B -0.18%
ZETA D -0.18%
FCNCA A -0.18%
KVUE A -0.18%
APP B -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%
DGX A -0.16%
ANSS B -0.16%
LOPE B -0.16%
ADUS D -0.16%
APPN B -0.16%
CRVL A -0.16%
UPBD B -0.16%
QRVO F -0.16%
CHE D -0.16%
IMKTA C -0.16%
VICI C -0.15%
KSS F -0.15%
SFM A -0.15%
AMP A -0.15%
AFL B -0.15%
MMSI B -0.15%
TDC D -0.15%
ORI A -0.14%
FOXA B -0.14%
NHI D -0.14%
PDCO D -0.14%
FLO D -0.14%
WGO C -0.14%
ALKT B -0.14%
FE C -0.14%
SF B -0.13%
SHOO D -0.13%
AGYS A -0.13%
RJF A -0.13%
AEP D -0.13%
BDX F -0.13%
BKE B -0.12%
SHO C -0.12%
JXN C -0.12%
EQH B -0.12%
LZB B -0.11%
AVT C -0.11%
MOG.A B -0.11%
JEF A -0.11%
LHX C -0.11%
ZBH C -0.11%
VEEV C -0.1%
PJT A -0.1%
EIX B -0.1%
HIMS B -0.1%
DHI D -0.1%
KLG C -0.09%
COKE C -0.09%
UNM A -0.09%
O D -0.08%
CHTR C -0.08%
SRE A -0.08%
THO B -0.08%
DTE C -0.08%
VTRS A -0.08%
F C -0.08%
DFIN D -0.08%
GOLF B -0.08%
ROP B -0.08%
PINC B -0.07%
FTDR A -0.07%
DOCU 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%
AIG B -0.06%
NWL B -0.06%
VSTO A -0.06%
AEE A -0.06%
ABNB C -0.06%
CAH B -0.06%
EVR B -0.06%
OFG B -0.06%
ZS C -0.05%
FHI A -0.05%
LMAT A -0.05%
LNTH D -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%
PBH A -0.04%
MRVL B -0.04%
APO B -0.04%
MKL A -0.04%
WOR F -0.04%
CASY A -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%
LYV A -0.03%
MCD D -0.03%
MANH D -0.03%
BCO D -0.03%
COLM B -0.02%
MMM D -0.02%
TNL A -0.02%
CASH A -0.02%
WHR B -0.02%
ALL A -0.02%
ANIP F -0.01%
UE C -0.01%
AMG B -0.01%
CVS D -0.01%
PIPR B -0.01%
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