ESMV vs. HLGE ETF Comparison

Comparison of iShares ESG MSCI USA Min Vol Factor ETF (ESMV) to Hartford Longevity Economy ETF (HLGE)
ESMV

iShares ESG MSCI USA Min Vol Factor ETF

ESMV Description

iShares ESG MSCI USA Min Vol Factor ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index, by using representative sampling technique. iShares ESG MSCI USA Min Vol Factor ETF is domiciled in the United States

Grade (RS Rating)

Last Trade

$29.49

Average Daily Volume

4,983

Number of Holdings *

150

* 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 ESMV HLGE
30 Days 2.11% 3.61%
60 Days 2.84% 3.94%
90 Days 4.91% 5.95%
12 Months 24.44% 29.57%
73 Overlapping Holdings
Symbol Grade Weight in ESMV Weight in HLGE Overlap
AAPL C 0.52% 0.82% 0.52%
ADBE C 0.93% 0.14% 0.14%
ADSK A 0.23% 0.28% 0.23%
AMGN D 1.2% 0.3% 0.3%
BMY B 0.28% 0.35% 0.28%
CAH B 0.08% 0.06% 0.06%
CBRE B 0.51% 0.04% 0.04%
CDNS B 1.11% 0.28% 0.28%
CHD B 0.41% 0.13% 0.13%
CI F 0.44% 0.35% 0.35%
CL D 1.21% 0.67% 0.67%
CMCSA B 0.09% 0.54% 0.09%
COR B 0.77% 0.24% 0.24%
DGX A 0.7% 0.16% 0.16%
EA A 1.31% 0.47% 0.47%
ED D 1.26% 0.1% 0.1%
ELV F 0.51% 0.53% 0.51%
FCNCA A 0.24% 0.18% 0.18%
FICO B 0.54% 0.81% 0.54%
FSLR F 0.19% 0.16% 0.16%
GDDY A 0.19% 0.27% 0.19%
GEN B 0.38% 0.41% 0.38%
GILD C 1.29% 0.54% 0.54%
GIS D 1.22% 0.08% 0.08%
HD A 1.39% 0.67% 0.67%
HOLX D 0.51% 0.11% 0.11%
HON B 0.69% 0.23% 0.23%
HPE B 0.75% 0.89% 0.75%
HUM C 0.31% 0.25% 0.25%
ICE C 0.39% 0.11% 0.11%
INCY C 0.26% 0.24% 0.24%
INTC D 0.34% 0.23% 0.23%
INTU C 0.18% 0.33% 0.18%
JNJ D 0.97% 0.73% 0.73%
KMB D 0.55% 0.3% 0.3%
KO D 0.79% 0.41% 0.41%
KR B 1.09% 0.54% 0.54%
LLY F 1.25% 0.52% 0.52%
LOW D 0.89% 0.73% 0.73%
MCD D 1.02% 0.03% 0.03%
MCK B 1.38% 0.68% 0.68%
MRK F 1.01% 0.46% 0.46%
MSFT F 1.34% 0.83% 0.83%
NOC D 1.43% 0.17% 0.17%
NOW A 0.17% 0.88% 0.17%
NTAP C 0.15% 0.79% 0.15%
NVDA C 1.69% 1.17% 1.17%
NXPI D 0.32% 0.83% 0.32%
ORCL B 1.19% 1.03% 1.03%
PEG A 1.64% 0.25% 0.25%
PEP F 1.01% 0.33% 0.33%
PG A 1.06% 0.32% 0.32%
PGR A 1.33% 0.2% 0.2%
PTC A 0.78% 0.26% 0.26%
REGN F 0.65% 0.43% 0.43%
ROP B 1.31% 0.08% 0.08%
RTX C 0.43% 0.32% 0.32%
SNPS B 0.33% 0.24% 0.24%
SPGI C 1.07% 0.14% 0.14%
SRE A 0.53% 0.08% 0.08%
STX D 0.36% 0.79% 0.36%
T A 0.4% 0.5% 0.4%
TJX A 0.06% 0.63% 0.06%
TMUS B 1.65% 0.7% 0.7%
TSCO D 0.27% 0.19% 0.19%
TXN C 1.39% 0.92% 0.92%
UBER D 0.42% 0.34% 0.34%
UNH C 1.36% 0.57% 0.57%
VRSN F 0.32% 0.07% 0.07%
VRTX F 1.39% 0.68% 0.68%
VZ C 1.37% 0.34% 0.34%
YUM B 0.39% 0.28% 0.28%
ZTS D 0.63% 0.41% 0.41%
ESMV Overweight 77 Positions Relative to HLGE
Symbol Grade Weight
MSI B 1.81%
GWW B 1.68%
IBM C 1.66%
TRV B 1.64%
CSCO B 1.48%
WM A 1.44%
ADP B 1.43%
MMC B 1.4%
ACN C 1.33%
HES B 1.3%
FERG B 1.3%
OKE A 1.24%
TT A 1.23%
V A 1.13%
VLTO D 1.01%
NEM D 0.99%
MA C 0.97%
K A 0.86%
KEYS A 0.83%
TRGP B 0.82%
WDAY B 0.77%
HUBS A 0.77%
CRH A 0.75%
CRM B 0.74%
EQIX A 0.74%
IT C 0.72%
CMS C 0.58%
NEE D 0.5%
CHRW C 0.49%
JNPR F 0.45%
MELI D 0.44%
CME A 0.43%
AZO C 0.41%
DECK A 0.41%
ODFL B 0.4%
ES D 0.4%
HRL D 0.35%
KHC F 0.34%
CLX B 0.34%
FI A 0.34%
CVX A 0.34%
AMCR D 0.34%
CPB D 0.33%
ECL D 0.32%
PSX C 0.32%
CNH C 0.31%
BR A 0.31%
CTSH B 0.3%
AKAM D 0.3%
LKQ D 0.3%
ALNY D 0.28%
AJG B 0.25%
XYL D 0.25%
JCI C 0.24%
AWK D 0.22%
OTIS C 0.21%
AIZ A 0.19%
RSG A 0.18%
WTW B 0.17%
ULTA F 0.17%
AZPN A 0.17%
KDP D 0.16%
UPS C 0.15%
TEAM A 0.14%
DPZ C 0.13%
JKHY D 0.13%
FFIV B 0.12%
MKC D 0.12%
SOLV C 0.11%
LDOS C 0.11%
MPC D 0.1%
LIN D 0.1%
FAST B 0.08%
KNX B 0.07%
HII D 0.06%
AON A 0.06%
EXC C 0.05%
ESMV Underweight 266 Positions Relative to HLGE
Symbol Grade Weight
CARG C -1.18%
META D -1.06%
AMZN C -1.05%
GOOGL C -1.03%
EBAY D -1.01%
DELL C -0.94%
CARS B -0.94%
CVLT B -0.89%
QCOM F -0.89%
YELP C -0.86%
HPQ B -0.82%
WMT A -0.82%
PSTG D -0.79%
JWN C -0.76%
DDS B -0.75%
WDC D -0.74%
GM B -0.74%
BKNG A -0.74%
FTNT C -0.72%
DLB B -0.66%
PRGS A -0.66%
MCHP D -0.6%
ADI D -0.6%
MTCH D -0.6%
NFLX A -0.6%
CRUS D -0.57%
TRIP F -0.57%
AXNX C -0.57%
PI D -0.56%
LMT D -0.54%
OLED D -0.53%
AVGO D -0.53%
GS A -0.53%
M D -0.53%
MTD D -0.53%
BK A -0.52%
BSX B -0.52%
PANW C -0.52%
COST B -0.51%
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%
ACI C -0.41%
PNC B -0.41%
OLLI D -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%
MU D -0.38%
FITB A -0.37%
TGT F -0.37%
JPM A -0.36%
IAC D -0.36%
CALM A -0.36%
SWKS F -0.36%
CRWD B -0.35%
A D -0.35%
ISRG A -0.35%
GD F -0.35%
IRM D -0.35%
ON D -0.34%
CW B -0.34%
MTSI B -0.34%
XRX F -0.33%
TMO F -0.33%
ABT B -0.33%
ABBV D -0.33%
SO D -0.32%
DIOD D -0.32%
DUK C -0.31%
STT A -0.31%
EDR A -0.31%
UTHR C -0.3%
WELL A -0.3%
NVR D -0.3%
RF A -0.29%
HEI B -0.28%
GRMN B -0.28%
MCRI A -0.28%
ETR B -0.28%
MDT D -0.28%
HBAN A -0.28%
USB A -0.28%
SYY B -0.27%
AXP A -0.27%
PRU A -0.27%
SMTC B -0.26%
KTB B -0.26%
RCL A -0.25%
EXEL B -0.25%
OGN D -0.25%
SYF B -0.25%
TENB C -0.24%
JHG A -0.24%
MSGS A -0.24%
CB C -0.24%
COLL F -0.24%
WMK C -0.23%
ZUO B -0.23%
PHM D -0.23%
RMD C -0.22%
POWI D -0.22%
NYT C -0.22%
PFE D -0.21%
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%
WAT B -0.2%
ACIW B -0.2%
COF B -0.19%
CRDO B -0.19%
BOX B -0.18%
SPG B -0.18%
ZETA D -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%
PSMT C -0.17%
ANSS B -0.16%
LOPE B -0.16%
ADUS D -0.16%
APPN B -0.16%
CRVL A -0.16%
UPBD B -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%
SFM A -0.15%
DHR F -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%
EQR B -0.13%
SF B -0.13%
SHOO D -0.13%
AGYS A -0.13%
RJF A -0.13%
AEP D -0.13%
TROW B -0.13%
TFC A -0.13%
BDX F -0.13%
WSM B -0.12%
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%
BBY D -0.1%
KLG C -0.09%
ETSY D -0.09%
COKE C -0.09%
UNM A -0.09%
O D -0.08%
CHTR C -0.08%
THO B -0.08%
DTE C -0.08%
VTRS A -0.08%
MET A -0.08%
F C -0.08%
DFIN D -0.08%
GOLF B -0.08%
VTR C -0.08%
IDXX F -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%
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%
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 F -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%
MORN B -0.03%
LYV A -0.03%
MANH D -0.03%
CFG B -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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