EVUS vs. HLGE ETF Comparison

Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to Hartford Longevity Economy ETF (HLGE)

EVUS

iShares ESG Aware MSCI USA Value ETF

EVUS Description

EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.

Grade (RS Rating)

Last Trade

$30.74

Average Daily Volume

1,444

Number of Holdings ^*

234

* 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	EVUS	HLGE
30 Days	2.65%	3.61%
60 Days	3.47%	3.94%
90 Days	6.09%	5.95%
12 Months	29.50%	29.57%

100 Overlapping Holdings

Symbol	Grade	Weight in EVUS	Weight in HLGE	Overlap
A	D	0.19%	0.35%	0.19%
ABBV	D	0.92%	0.33%	0.33%
ABT	B	0.24%	0.33%	0.24%
ACGL	D	0.16%	0.06%	0.06%
ADI	D	0.27%	0.6%	0.27%
AFL	B	0.23%	0.15%	0.15%
AMGN	D	0.74%	0.3%	0.3%
ANSS	B	0.35%	0.16%	0.16%
AVGO	D	2.9%	0.53%	0.53%
AXP	A	0.9%	0.27%	0.27%
BAC	A	1.33%	0.38%	0.38%
BBY	D	0.28%	0.1%	0.1%
BK	A	0.74%	0.52%	0.52%
BLK	C	0.31%	0.18%	0.18%
BMY	B	0.42%	0.35%	0.35%
BRK.A	B	1.19%	0.44%	0.44%
C	A	0.69%	0.44%	0.44%
CAH	B	0.31%	0.06%	0.06%
CB	C	0.13%	0.24%	0.13%
CBRE	B	0.35%	0.04%	0.04%
CHD	B	0.29%	0.13%	0.13%
CI	F	0.58%	0.35%	0.35%
CMCSA	B	0.4%	0.54%	0.4%
CNC	D	0.18%	0.2%	0.18%
COF	B	0.18%	0.19%	0.18%
COR	B	0.49%	0.24%	0.24%
CVS	D	0.09%	0.01%	0.01%
DGX	A	0.3%	0.16%	0.16%
DHI	D	0.16%	0.1%	0.1%
DHR	F	0.7%	0.15%	0.15%
DIS	B	0.88%	0.04%	0.04%
EA	A	0.41%	0.47%	0.41%
ED	D	0.25%	0.1%	0.1%
EIX	B	0.28%	0.1%	0.1%
ELV	F	0.65%	0.53%	0.53%
FSLR	F	0.1%	0.16%	0.1%
GEN	B	0.11%	0.41%	0.11%
GILD	C	0.96%	0.54%	0.54%
GIS	D	0.6%	0.08%	0.08%
GS	A	0.84%	0.53%	0.53%
HBAN	A	0.29%	0.28%	0.28%
HCA	F	0.3%	0.39%	0.3%
HD	A	2.07%	0.67%	0.67%
HOLX	D	0.14%	0.11%	0.11%
HON	B	0.86%	0.23%	0.23%
HPE	B	0.35%	0.89%	0.35%
HPQ	B	0.17%	0.82%	0.17%
HUM	C	0.1%	0.25%	0.1%
ICE	C	0.1%	0.11%	0.1%
INTC	D	0.57%	0.23%	0.23%
IRM	D	0.34%	0.35%	0.34%
JNJ	D	1.43%	0.73%	0.73%
JPM	A	2.81%	0.36%	0.36%
KMB	D	0.36%	0.3%	0.3%
KO	D	1.67%	0.41%	0.41%
KR	B	0.41%	0.54%	0.41%
LOW	D	0.74%	0.73%	0.73%
MCD	D	0.63%	0.03%	0.03%
MDLZ	F	0.09%	0.04%	0.04%
MET	A	0.52%	0.08%	0.08%
MMM	D	0.6%	0.02%	0.02%
MRK	F	0.52%	0.46%	0.46%
MS	A	1.07%	0.44%	0.44%
MU	D	0.41%	0.38%	0.38%
NOC	D	0.4%	0.17%	0.17%
NTAP	C	0.1%	0.79%	0.1%
NXPI	D	0.52%	0.83%	0.52%
ORCL	B	1.31%	1.03%	1.03%
PEG	A	0.96%	0.25%	0.25%
PEP	F	0.84%	0.33%	0.33%
PFE	D	0.55%	0.21%	0.21%
PG	A	1.5%	0.32%	0.32%
PGR	A	0.39%	0.2%	0.2%
PHM	D	0.13%	0.23%	0.13%
PNC	B	0.62%	0.41%	0.41%
PRU	A	1.02%	0.27%	0.27%
QCOM	F	0.63%	0.89%	0.63%
REGN	F	0.22%	0.43%	0.22%
RMD	C	0.1%	0.22%	0.1%
RTX	C	0.79%	0.32%	0.32%
SPGI	C	0.65%	0.14%	0.14%
STE	F	0.3%	0.04%	0.04%
STT	A	0.18%	0.31%	0.18%
SYF	B	0.47%	0.25%	0.25%
SYY	B	0.09%	0.27%	0.09%
T	A	0.38%	0.5%	0.38%
TFC	A	0.24%	0.13%	0.13%
TGT	F	0.43%	0.37%	0.37%
TJX	A	0.18%	0.63%	0.18%
TMO	F	0.11%	0.33%	0.11%
TSCO	D	0.23%	0.19%	0.19%
TXN	C	1.47%	0.92%	0.92%
UNH	C	2.04%	0.57%	0.57%
USB	A	0.28%	0.28%	0.28%
VZ	C	0.79%	0.34%	0.34%
WDC	D	0.11%	0.74%	0.11%
WELL	A	0.46%	0.3%	0.3%
WFC	A	0.28%	0.39%	0.28%
ZBH	C	0.23%	0.11%	0.11%
ZTS	D	0.43%	0.41%	0.41%

EVUS Overweight 134 Positions Relative to HLGE

Symbol	Grade	Weight
XOM	B	1.54%
CVX	A	1.26%
ADP	B	1.24%
IBM	C	1.17%
CSCO	B	1.01%
K	A	0.89%
COP	C	0.82%
NEE	D	0.82%
KMI	A	0.81%
CMI	A	0.78%
OKE	A	0.77%
CRH	A	0.76%
CAT	B	0.75%
BR	A	0.73%
NI	A	0.67%
ECL	D	0.64%
PNR	A	0.63%
EQIX	A	0.61%
CCI	D	0.6%
AMT	D	0.59%
ACN	C	0.56%
EXPD	D	0.51%
LIN	D	0.49%
HIG	B	0.47%
DLR	B	0.47%
TRV	B	0.46%
DFS	B	0.45%
FERG	B	0.43%
CLX	B	0.43%
DE	A	0.43%
XYL	D	0.41%
SCHW	B	0.4%
CARR	D	0.4%
CHRW	C	0.4%
LKQ	D	0.39%
OVV	B	0.39%
JCI	C	0.38%
NDAQ	A	0.38%
FI	A	0.38%
CMS	C	0.38%
SBUX	A	0.37%
FLUT	A	0.36%
KEYS	A	0.35%
EXC	C	0.35%
PPG	F	0.34%
PSX	C	0.33%
TAP	C	0.33%
BG	F	0.32%
UPS	C	0.32%
BKR	B	0.31%
COO	D	0.3%
DAL	C	0.3%
PLD	D	0.3%
ETN	A	0.29%
NEM	D	0.28%
D	C	0.28%
SLB	C	0.28%
FTV	C	0.27%
URI	B	0.27%
WY	D	0.26%
KHC	F	0.26%
NUE	C	0.25%
FIS	C	0.25%
PYPL	B	0.24%
MMC	B	0.24%
CNH	C	0.24%
ES	D	0.23%
GEV	B	0.23%
FBIN	D	0.23%
FDX	B	0.23%
VLO	C	0.23%
LH	C	0.22%
WTRG	B	0.21%
J	F	0.21%
KDP	D	0.21%
OC	A	0.21%
TRMB	B	0.2%
AIZ	A	0.2%
FDS	B	0.19%
MRO	B	0.18%
IEX	B	0.17%
EQT	B	0.16%
NTRS	A	0.16%
JBHT	C	0.16%
WMB	A	0.16%
IP	B	0.16%
IR	B	0.15%
TWLO	A	0.15%
TFX	F	0.15%
ALLE	D	0.15%
WTW	B	0.14%
MKC	D	0.14%
HUBB	B	0.14%
ROK	B	0.13%
FOX	A	0.13%
HRL	D	0.12%
BXP	D	0.12%
AKAM	D	0.12%
IFF	D	0.12%
PFG	D	0.12%
CPB	D	0.12%
PAYX	C	0.12%
HII	D	0.12%
LDOS	C	0.11%
ADM	D	0.11%
PSA	D	0.11%
SOLV	C	0.11%
CBOE	B	0.11%
AZPN	A	0.11%
JNPR	F	0.11%
MKTX	D	0.11%
APD	A	0.11%
STLD	B	0.11%
FANG	D	0.11%
CCK	C	0.1%
DD	D	0.1%
BALL	D	0.1%
BIIB	F	0.1%
DOW	F	0.1%
ITW	B	0.1%
DOV	A	0.1%
CAG	D	0.09%
TTC	D	0.09%
AVTR	F	0.09%
KMX	B	0.09%
ULTA	F	0.09%
AVY	D	0.09%
STZ	D	0.09%
GEHC	F	0.09%
LYB	F	0.08%
NKE	D	0.08%
IPG	D	0.08%
DG	F	0.06%
DLTR	F	0.06%

EVUS Underweight 239 Positions Relative to HLGE

Symbol	Grade	Weight
CARG	C	-1.18%
NVDA	C	-1.17%
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%
NOW	A	-0.88%
YELP	C	-0.86%
MSFT	F	-0.83%
AAPL	C	-0.82%
WMT	A	-0.82%
FICO	B	-0.81%
PSTG	D	-0.79%
STX	D	-0.79%
JWN	C	-0.76%
DDS	B	-0.75%
GM	B	-0.74%
BKNG	A	-0.74%
FTNT	C	-0.72%
TMUS	B	-0.7%
VRTX	F	-0.68%
MCK	B	-0.68%
CL	D	-0.67%
DLB	B	-0.66%
PRGS	A	-0.66%
MCHP	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%
M	D	-0.53%
MTD	D	-0.53%
BSX	B	-0.52%
LLY	F	-0.52%
PANW	C	-0.52%
COST	B	-0.51%
CORT	B	-0.49%
PINS	D	-0.49%
MPWR	F	-0.48%
AMED	F	-0.43%
MTB	A	-0.43%
SNAP	C	-0.42%
ACI	C	-0.41%
OLLI	D	-0.41%
MCO	B	-0.4%
SYK	C	-0.4%
VRNS	D	-0.39%
QLYS	C	-0.38%
FITB	A	-0.37%
IAC	D	-0.36%
CALM	A	-0.36%
SWKS	F	-0.36%
CRWD	B	-0.35%
ISRG	A	-0.35%
GD	F	-0.35%
ON	D	-0.34%
CW	B	-0.34%
UBER	D	-0.34%
MTSI	B	-0.34%
XRX	F	-0.33%
INTU	C	-0.33%
SO	D	-0.32%
DIOD	D	-0.32%
DUK	C	-0.31%
EDR	A	-0.31%
UTHR	C	-0.3%
NVR	D	-0.3%
RF	A	-0.29%
HEI	B	-0.28%
GRMN	B	-0.28%
MCRI	A	-0.28%
CDNS	B	-0.28%
YUM	B	-0.28%
ETR	B	-0.28%
MDT	D	-0.28%
ADSK	A	-0.28%
GDDY	A	-0.27%
SMTC	B	-0.26%
PTC	A	-0.26%
KTB	B	-0.26%
RCL	A	-0.25%
EXEL	B	-0.25%
OGN	D	-0.25%
TENB	C	-0.24%
INCY	C	-0.24%
SNPS	B	-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%
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%
WAT	B	-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%
AVB	B	-0.18%
ROST	C	-0.17%
HSY	F	-0.17%
PSMT	C	-0.17%
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%
AMP	A	-0.15%
MMSI	B	-0.15%
TDC	D	-0.15%
ORI	A	-0.14%
FOXA	B	-0.14%
NHI	D	-0.14%
ADBE	C	-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%
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%
VEEV	C	-0.1%
PJT	A	-0.1%
HIMS	B	-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%
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%
VTR	C	-0.08%
ROP	B	-0.08%
IDXX	F	-0.08%
PINC	B	-0.07%
VRSN	F	-0.07%
FTDR	A	-0.07%
DOCU	A	-0.07%
BPOP	B	-0.07%
DOCS	C	-0.07%
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%
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%
MORN	B	-0.03%
LYV	A	-0.03%
MANH	D	-0.03%
CFG	B	-0.03%
BCO	D	-0.03%
COLM	B	-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%
PIPR	B	-0.01%