EUSA vs. HLGE ETF Comparison

Comparison of iShares MSCI USA Index Fund (EUSA) to Hartford Longevity Economy ETF (HLGE)
EUSA

iShares MSCI USA Index Fund

EUSA Description

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI USA Index (the "underlying index"). The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The underlying index is a market capitalization-weighted index designed to measure the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the United States. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$101.24

Average Daily Volume

45,044

Number of Holdings *

591

* 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 EUSA HLGE
30 Days 5.56% 3.61%
60 Days 6.51% 3.94%
90 Days 8.86% 5.95%
12 Months 32.13% 29.57%
217 Overlapping Holdings
Symbol Grade Weight in EUSA Weight in HLGE Overlap
A D 0.14% 0.35% 0.14%
AAPL C 0.16% 0.82% 0.16%
ABBV D 0.13% 0.33% 0.13%
ABNB C 0.18% 0.06% 0.06%
ABT B 0.16% 0.33% 0.16%
ACGL D 0.15% 0.06% 0.06%
ACI C 0.15% 0.41% 0.15%
ADBE C 0.14% 0.14% 0.14%
ADI D 0.15% 0.6% 0.15%
ADSK A 0.19% 0.28% 0.19%
AEE A 0.18% 0.06% 0.06%
AEP D 0.16% 0.13% 0.13%
AFL B 0.18% 0.15% 0.15%
AIG B 0.17% 0.06% 0.06%
ALL A 0.17% 0.02% 0.02%
AMD F 0.14% 0.16% 0.14%
AMGN D 0.13% 0.3% 0.13%
AMP A 0.2% 0.15% 0.15%
AMZN C 0.18% 1.05% 0.18%
ANSS B 0.16% 0.16% 0.16%
APO B 0.26% 0.04% 0.04%
APP B 0.58% 0.18% 0.18%
AVB B 0.17% 0.18% 0.17%
AVGO D 0.16% 0.53% 0.16%
AXP A 0.18% 0.27% 0.18%
BAC A 0.19% 0.38% 0.19%
BBY D 0.16% 0.1% 0.1%
BDX F 0.15% 0.13% 0.13%
BK A 0.19% 0.52% 0.19%
BKNG A 0.21% 0.74% 0.21%
BLK C 0.19% 0.18% 0.18%
BMY B 0.19% 0.35% 0.19%
BRK.A B 0.17% 0.44% 0.17%
BSX B 0.18% 0.52% 0.18%
C A 0.18% 0.44% 0.18%
CAH B 0.17% 0.06% 0.06%
CB C 0.17% 0.24% 0.17%
CBRE B 0.19% 0.04% 0.04%
CDNS B 0.17% 0.28% 0.17%
CFG B 0.18% 0.03% 0.03%
CHD B 0.17% 0.13% 0.13%
CHTR C 0.17% 0.08% 0.08%
CI F 0.15% 0.35% 0.15%
CINF A 0.19% 0.21% 0.19%
CL D 0.14% 0.67% 0.14%
CMCSA B 0.17% 0.54% 0.17%
CNC D 0.12% 0.2% 0.12%
COF B 0.2% 0.19% 0.19%
COR B 0.16% 0.24% 0.16%
COST B 0.17% 0.51% 0.17%
CRWD B 0.21% 0.35% 0.21%
CVS D 0.15% 0.01% 0.01%
DELL C 0.19% 0.94% 0.19%
DGX A 0.17% 0.16% 0.16%
DHI D 0.14% 0.1% 0.1%
DHR F 0.13% 0.15% 0.13%
DIS B 0.2% 0.04% 0.04%
DOCU A 0.22% 0.07% 0.07%
DTE C 0.16% 0.08% 0.08%
DUK C 0.16% 0.31% 0.16%
EA A 0.18% 0.47% 0.18%
EBAY D 0.17% 1.01% 0.17%
ED D 0.15% 0.1% 0.1%
EIX B 0.16% 0.1% 0.1%
ELV F 0.11% 0.53% 0.11%
EQH B 0.15% 0.12% 0.12%
EQR B 0.16% 0.13% 0.13%
ETR B 0.2% 0.28% 0.2%
F C 0.17% 0.08% 0.08%
FCNCA A 0.18% 0.18% 0.18%
FE C 0.15% 0.14% 0.14%
FICO B 0.2% 0.81% 0.2%
FITB A 0.18% 0.37% 0.18%
FOXA B 0.12% 0.14% 0.12%
FSLR F 0.13% 0.16% 0.13%
FTNT C 0.19% 0.72% 0.19%
GD F 0.15% 0.35% 0.15%
GDDY A 0.18% 0.27% 0.18%
GEN B 0.18% 0.41% 0.18%
GILD C 0.18% 0.54% 0.18%
GIS D 0.14% 0.08% 0.08%
GM B 0.19% 0.74% 0.19%
GOOGL C 0.09% 1.03% 0.09%
GRMN B 0.19% 0.28% 0.19%
GS A 0.19% 0.53% 0.19%
HBAN A 0.21% 0.28% 0.21%
HCA F 0.14% 0.39% 0.14%
HD A 0.17% 0.67% 0.17%
HEI B 0.08% 0.28% 0.08%
HEI B 0.11% 0.28% 0.11%
HLT A 0.19% 0.21% 0.19%
HOLX D 0.15% 0.11% 0.11%
HON B 0.18% 0.23% 0.18%
HPE B 0.18% 0.89% 0.18%
HPQ B 0.17% 0.82% 0.17%
HSY F 0.13% 0.17% 0.13%
HUM C 0.12% 0.25% 0.12%
ICE C 0.16% 0.11% 0.11%
IDXX F 0.13% 0.08% 0.08%
INCY C 0.17% 0.24% 0.17%
INTC D 0.18% 0.23% 0.18%
INTU C 0.15% 0.33% 0.15%
IRM D 0.17% 0.35% 0.17%
ISRG A 0.18% 0.35% 0.18%
JNJ D 0.15% 0.73% 0.15%
JPM A 0.18% 0.36% 0.18%
KMB D 0.15% 0.3% 0.15%
KO D 0.14% 0.41% 0.14%
KR B 0.18% 0.54% 0.18%
KVUE A 0.17% 0.18% 0.17%
LHX C 0.17% 0.11% 0.11%
LLY F 0.12% 0.52% 0.12%
LMT D 0.15% 0.54% 0.15%
LOW D 0.17% 0.73% 0.17%
LYV A 0.22% 0.03% 0.03%
MANH D 0.17% 0.03% 0.03%
MCD D 0.16% 0.03% 0.03%
MCHP D 0.13% 0.6% 0.13%
MCK B 0.18% 0.68% 0.18%
MCO B 0.15% 0.4% 0.15%
MDLZ F 0.14% 0.04% 0.04%
MDT D 0.16% 0.28% 0.16%
MET A 0.2% 0.08% 0.08%
META D 0.17% 1.06% 0.17%
MKL A 0.17% 0.04% 0.04%
MMM D 0.16% 0.02% 0.02%
MPWR F 0.1% 0.48% 0.1%
MRK F 0.13% 0.46% 0.13%
MRVL B 0.2% 0.04% 0.04%
MS A 0.21% 0.44% 0.21%
MSFT F 0.15% 0.83% 0.15%
MTB A 0.21% 0.43% 0.21%
MTCH D 0.13% 0.6% 0.13%
MTD D 0.13% 0.53% 0.13%
MU D 0.14% 0.38% 0.14%
NFLX A 0.2% 0.6% 0.2%
NOC D 0.15% 0.17% 0.15%
NOW A 0.19% 0.88% 0.19%
NRG B 0.18% 0.04% 0.04%
NTAP C 0.15% 0.79% 0.15%
NVDA C 0.18% 1.17% 0.18%
NVR D 0.16% 0.3% 0.16%
NXPI D 0.14% 0.83% 0.14%
O D 0.15% 0.08% 0.08%
ON D 0.14% 0.34% 0.14%
ORCL B 0.21% 1.03% 0.21%
PANW C 0.17% 0.52% 0.17%
PEG A 0.18% 0.25% 0.18%
PEP F 0.14% 0.33% 0.14%
PFE D 0.14% 0.21% 0.14%
PG A 0.16% 0.32% 0.16%
PGR A 0.17% 0.2% 0.17%
PHM D 0.16% 0.23% 0.16%
PINS D 0.15% 0.49% 0.15%
PNC B 0.19% 0.41% 0.19%
PPL B 0.17% 0.21% 0.17%
PRU A 0.19% 0.27% 0.19%
PSTG D 0.13% 0.79% 0.13%
PTC A 0.17% 0.26% 0.17%
QCOM F 0.15% 0.89% 0.15%
QRVO F 0.09% 0.16% 0.09%
RCL A 0.23% 0.25% 0.23%
REGN F 0.1% 0.43% 0.1%
RF A 0.19% 0.29% 0.19%
RJF A 0.22% 0.13% 0.13%
RMD C 0.17% 0.22% 0.17%
ROP B 0.16% 0.08% 0.08%
ROST C 0.15% 0.17% 0.15%
RTX C 0.16% 0.32% 0.16%
SMCI F 0.07% 0.2% 0.07%
SNAP C 0.17% 0.42% 0.17%
SNPS B 0.15% 0.24% 0.15%
SO D 0.16% 0.32% 0.16%
SPG B 0.18% 0.18% 0.18%
SPGI C 0.16% 0.14% 0.14%
SRE A 0.18% 0.08% 0.08%
STE F 0.14% 0.04% 0.04%
STT A 0.18% 0.31% 0.18%
STX D 0.15% 0.79% 0.15%
SWKS F 0.12% 0.36% 0.12%
SYF B 0.22% 0.25% 0.22%
SYK C 0.18% 0.4% 0.18%
SYY B 0.15% 0.27% 0.15%
T A 0.18% 0.5% 0.18%
TDG D 0.15% 0.21% 0.15%
TFC A 0.17% 0.13% 0.13%
TGT F 0.17% 0.37% 0.17%
TJX A 0.17% 0.63% 0.17%
TMO F 0.13% 0.33% 0.13%
TMUS B 0.18% 0.7% 0.18%
TROW B 0.17% 0.13% 0.13%
TSCO D 0.16% 0.19% 0.16%
TXN C 0.15% 0.92% 0.15%
TYL B 0.16% 0.21% 0.16%
UBER D 0.15% 0.34% 0.15%
UNH C 0.16% 0.57% 0.16%
USB A 0.18% 0.28% 0.18%
UTHR C 0.16% 0.3% 0.16%
VEEV C 0.17% 0.1% 0.1%
VICI C 0.16% 0.15% 0.15%
VRSN F 0.16% 0.07% 0.07%
VRTX F 0.15% 0.68% 0.15%
VTR C 0.17% 0.08% 0.08%
VTRS A 0.18% 0.08% 0.08%
VZ C 0.16% 0.34% 0.16%
WAT B 0.16% 0.2% 0.16%
WBA F 0.12% 0.05% 0.05%
WDC D 0.16% 0.74% 0.16%
WEC A 0.17% 0.04% 0.04%
WELL A 0.19% 0.3% 0.19%
WFC A 0.21% 0.39% 0.21%
WMT A 0.18% 0.82% 0.18%
WSM B 0.16% 0.12% 0.12%
YUM B 0.15% 0.28% 0.15%
ZBH C 0.16% 0.11% 0.11%
ZS C 0.16% 0.05% 0.05%
ZTS D 0.15% 0.41% 0.15%
EUSA Overweight 374 Positions Relative to HLGE
Symbol Grade Weight
MSTR C 0.51%
PLTR B 0.31%
VST B 0.31%
GEV B 0.29%
VRT B 0.29%
HOOD B 0.28%
TOST B 0.28%
TPL A 0.27%
DAL C 0.26%
CCL B 0.26%
AXON A 0.26%
COIN C 0.26%
TSLA B 0.25%
TEAM A 0.25%
TWLO A 0.25%
LPLA A 0.23%
TRGP B 0.23%
SQ B 0.23%
Z A 0.22%
BX A 0.22%
DASH A 0.22%
EME C 0.22%
FI A 0.22%
HUBS A 0.22%
PODD C 0.22%
ZM B 0.21%
EXE B 0.21%
EQT B 0.21%
WMB A 0.21%
EXPE B 0.21%
CPAY A 0.21%
KMI A 0.21%
PAYC B 0.21%
DAY B 0.21%
PWR A 0.2%
CRM B 0.2%
PNR A 0.2%
DKNG B 0.2%
TRMB B 0.2%
V A 0.2%
AIZ A 0.2%
DLR B 0.2%
EMR A 0.2%
BKR B 0.2%
ALB C 0.2%
NTRS A 0.2%
CG A 0.2%
FLUT A 0.2%
IOT A 0.2%
DFS B 0.2%
RBLX C 0.2%
SNA A 0.2%
KKR A 0.2%
OKE A 0.2%
NET B 0.19%
PH A 0.19%
ROKU D 0.19%
JCI C 0.19%
TRV B 0.19%
TT A 0.19%
PYPL B 0.19%
TTWO A 0.19%
ARES A 0.19%
JBL B 0.19%
SEIC B 0.19%
WYNN D 0.19%
APD A 0.19%
PKG A 0.19%
CMI A 0.19%
LNG B 0.19%
LVS C 0.19%
GWW B 0.19%
FAST B 0.19%
FFIV B 0.19%
CNP B 0.19%
HUBB B 0.19%
LUV C 0.19%
HWM A 0.19%
WBD C 0.19%
OC A 0.19%
MA C 0.19%
LW C 0.19%
IP B 0.19%
STLD B 0.19%
ETN A 0.19%
WAB B 0.19%
SW A 0.19%
CEG D 0.19%
MAR B 0.19%
SCHW B 0.19%
IEX B 0.18%
TDY B 0.18%
ZBRA B 0.18%
CAT B 0.18%
CMG B 0.18%
DECK A 0.18%
KIM A 0.18%
SOLV C 0.18%
ATO A 0.18%
PAYX C 0.18%
ADP B 0.18%
AON A 0.18%
CSCO B 0.18%
WSO A 0.18%
TAP C 0.18%
ACM A 0.18%
PCG A 0.18%
BXP D 0.18%
EPAM C 0.18%
MSI B 0.18%
MDB C 0.18%
JKHY D 0.18%
VMC B 0.18%
IR B 0.18%
NDAQ A 0.18%
AZPN A 0.18%
MNST C 0.18%
KEY B 0.18%
MKTX D 0.18%
CNH C 0.18%
DDOG A 0.18%
URI B 0.18%
FDS B 0.18%
XEL A 0.18%
LULU C 0.18%
TW A 0.18%
GLW B 0.18%
PCAR B 0.18%
HIG B 0.18%
NI A 0.18%
TTD B 0.18%
FIS C 0.18%
AME A 0.18%
CRH A 0.18%
RPM A 0.18%
ROK B 0.17%
UDR B 0.17%
REG B 0.17%
HST C 0.17%
GE D 0.17%
MSCI C 0.17%
FNF B 0.17%
EOG A 0.17%
SBUX A 0.17%
KNX B 0.17%
WRB A 0.17%
NWSA B 0.17%
HES B 0.17%
ORLY B 0.17%
ODFL B 0.17%
OVV B 0.17%
APH A 0.17%
DE A 0.17%
DVA B 0.17%
IT C 0.17%
ANET C 0.17%
BR A 0.17%
IBM C 0.17%
NSC B 0.17%
HSIC B 0.17%
PFG D 0.17%
GPN B 0.17%
OTIS C 0.17%
H B 0.17%
CPRT A 0.17%
CARR D 0.17%
GGG B 0.17%
CTVA C 0.17%
BLDR D 0.17%
CVX A 0.17%
CME A 0.17%
CSL C 0.17%
LNT A 0.17%
CF B 0.17%
ITW B 0.17%
MLM B 0.17%
BRO B 0.17%
CHRW C 0.17%
KEYS A 0.17%
CTRA B 0.17%
LII A 0.17%
CLX B 0.17%
EQIX A 0.17%
PM B 0.17%
L A 0.17%
MO A 0.17%
CTAS B 0.17%
WTW B 0.17%
RS B 0.17%
WDAY B 0.17%
EVRG A 0.17%
DOV A 0.17%
AFG A 0.17%
EG C 0.16%
STZ D 0.16%
GEHC F 0.16%
SSNC B 0.16%
SNOW C 0.16%
SBAC D 0.16%
DOC D 0.16%
CBOE B 0.16%
PSX C 0.16%
CTLT B 0.16%
ELS C 0.16%
MAS D 0.16%
ROL B 0.16%
WTRG B 0.16%
HAL C 0.16%
K A 0.16%
OMC C 0.16%
BIO D 0.16%
MMC B 0.16%
ECL D 0.16%
TSN B 0.16%
COP C 0.16%
CPT B 0.16%
EW C 0.16%
CTSH B 0.16%
PSA D 0.16%
NUE C 0.16%
VLO C 0.16%
FDX B 0.16%
WST C 0.16%
WY D 0.16%
WCN A 0.16%
CCK C 0.16%
CMS C 0.16%
ILMN D 0.16%
COO D 0.16%
D C 0.16%
FCX D 0.16%
XOM B 0.16%
DD D 0.16%
FWONK B 0.16%
DXCM D 0.16%
DT C 0.16%
EXC C 0.16%
CSX B 0.16%
NLY C 0.16%
DPZ C 0.16%
RSG A 0.16%
UPS C 0.16%
MAA B 0.16%
LH C 0.16%
AJG B 0.16%
MRO B 0.16%
TRU D 0.16%
DRI B 0.16%
NDSN B 0.16%
BURL A 0.16%
ALLE D 0.16%
JBHT C 0.16%
GLPI C 0.16%
EMN D 0.16%
POOL C 0.16%
VRSK A 0.16%
LDOS C 0.16%
WM A 0.16%
FTV C 0.16%
SHW A 0.16%
ESS B 0.16%
ACN C 0.16%
SJM D 0.15%
PLD D 0.15%
MPC D 0.15%
BBWI D 0.15%
AVY D 0.15%
TXT D 0.15%
ES D 0.15%
BG F 0.15%
BALL D 0.15%
UNP C 0.15%
KMX B 0.15%
PARA C 0.15%
BSY D 0.15%
CCI D 0.15%
MOS F 0.15%
SUI D 0.15%
VLTO D 0.15%
ALGN D 0.15%
MGM D 0.15%
FBIN D 0.15%
INVH D 0.15%
AZO C 0.15%
BEN C 0.15%
MKC D 0.15%
RPRX D 0.15%
CSGP D 0.15%
MELI D 0.15%
FANG D 0.15%
WPC D 0.15%
AMH D 0.15%
LIN D 0.15%
TEL B 0.15%
NEE D 0.15%
PPG F 0.15%
AWK D 0.15%
LEN D 0.15%
EXR D 0.15%
FERG B 0.15%
SLB C 0.15%
EXPD D 0.15%
CHRD D 0.14%
CAG D 0.14%
ALLY C 0.14%
DVN F 0.14%
KHC F 0.14%
UHS D 0.14%
GPC D 0.14%
CPB D 0.14%
NKE D 0.14%
AOS F 0.14%
KDP D 0.14%
DINO D 0.14%
ENTG D 0.14%
WLK D 0.14%
IPG D 0.14%
SWK D 0.14%
J F 0.14%
OXY D 0.14%
DKS C 0.14%
ADM D 0.14%
ERIE D 0.14%
BAX D 0.14%
IFF D 0.14%
TTC D 0.14%
AMT D 0.14%
ARE D 0.14%
BAH F 0.14%
JNPR F 0.14%
UHAL D 0.14%
TECH D 0.14%
AMCR D 0.14%
RVTY F 0.14%
CRL C 0.14%
XYL D 0.14%
HRL D 0.14%
ULTA F 0.14%
LKQ D 0.14%
EXAS D 0.14%
NBIX C 0.13%
MOH F 0.13%
TFX F 0.13%
AMAT F 0.13%
EFX F 0.13%
DOW F 0.13%
ALNY D 0.13%
NEM D 0.13%
BA F 0.13%
AKAM D 0.13%
LYB F 0.13%
APTV D 0.12%
BIIB F 0.12%
OKTA C 0.12%
KLAC D 0.12%
AVTR F 0.12%
RIVN F 0.12%
IQV D 0.12%
APA D 0.12%
TER D 0.12%
CDW F 0.12%
LRCX F 0.12%
AES F 0.12%
CELH F 0.11%
HII D 0.11%
EL F 0.11%
DG F 0.1%
DLTR F 0.1%
BMRN D 0.1%
CE F 0.09%
ENPH F 0.08%
GOOG C 0.08%
MRNA F 0.07%
FOX A 0.06%
EUSA Underweight 123 Positions Relative to HLGE
Symbol Grade Weight
CARG C -1.18%
CARS B -0.94%
CVLT B -0.89%
YELP C -0.86%
JWN C -0.76%
DDS B -0.75%
DLB B -0.66%
PRGS A -0.66%
CRUS D -0.57%
TRIP F -0.57%
AXNX C -0.57%
PI D -0.56%
OLED D -0.53%
M D -0.53%
CORT B -0.49%
AMED F -0.43%
OLLI D -0.41%
VRNS D -0.39%
QLYS C -0.38%
IAC D -0.36%
CALM A -0.36%
CW B -0.34%
MTSI B -0.34%
XRX F -0.33%
DIOD D -0.32%
EDR A -0.31%
MCRI A -0.28%
SMTC B -0.26%
KTB B -0.26%
EXEL B -0.25%
OGN D -0.25%
TENB C -0.24%
JHG A -0.24%
MSGS A -0.24%
COLL F -0.24%
WMK C -0.23%
ZUO B -0.23%
POWI D -0.22%
NYT C -0.22%
ITCI C -0.21%
LRN A -0.21%
PRG C -0.21%
EHC B -0.21%
BJ A -0.2%
LAMR D -0.2%
HRB D -0.2%
ACIW B -0.2%
CRDO B -0.19%
BOX B -0.18%
ZETA D -0.18%
PSMT C -0.17%
LOPE B -0.16%
ADUS D -0.16%
APPN B -0.16%
CRVL A -0.16%
UPBD B -0.16%
CHE D -0.16%
IMKTA C -0.16%
KSS F -0.15%
SFM A -0.15%
MMSI B -0.15%
TDC D -0.15%
ORI A -0.14%
NHI D -0.14%
PDCO D -0.14%
FLO D -0.14%
WGO C -0.14%
ALKT B -0.14%
SF B -0.13%
SHOO D -0.13%
AGYS A -0.13%
BKE B -0.12%
SHO C -0.12%
JXN C -0.12%
LZB B -0.11%
AVT C -0.11%
MOG.A B -0.11%
JEF A -0.11%
PJT A -0.1%
HIMS B -0.1%
KLG C -0.09%
ETSY D -0.09%
COKE C -0.09%
UNM A -0.09%
THO B -0.08%
DFIN D -0.08%
GOLF B -0.08%
PINC B -0.07%
FTDR A -0.07%
BPOP B -0.07%
DOCS C -0.07%
AXS A -0.06%
PRDO B -0.06%
CPRX C -0.06%
NWL B -0.06%
VSTO A -0.06%
EVR B -0.06%
OFG B -0.06%
FHI A -0.05%
LMAT A -0.05%
LNTH D -0.05%
EPC D -0.05%
VCTR B -0.04%
PBH 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%
MORN B -0.03%
BCO D -0.03%
COLM B -0.02%
TNL A -0.02%
CASH A -0.02%
WHR B -0.02%
ANIP F -0.01%
UE C -0.01%
AMG B -0.01%
PIPR B -0.01%
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