FMCX vs. HLGE ETF Comparison
Comparison of FMC Excelsior Focus Equity ETF (FMCX) to Hartford Longevity Economy ETF (HLGE)
FMCX
FMC Excelsior Focus Equity ETF
FMCX Description
The fund is an actively managed exchange-traded fund (?ETF?) that, during normal market conditions, seeks to invest in approximately 25-30 U.S. exchange-traded common stocks of companies that are listed on U.S. national securities exchanges and trade contemporaneously with the shares of the fund. The fund adviser may also hold concentrated positions in common stocks, although the fund?s guidelines provide that no single investment should generally be more than 10% of the fund?s portfolio at acquisition. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$30.70
Average Daily Volume
104
Number of Holdings
*
52
* 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
$31.28
Average Daily Volume
501
Number of Holdings
*
338
* may have additional holdings in another (foreign) market
Performance
| Period | FMCX | HLGE |
|---|---|---|
| 30 Days | -0.82% | -0.29% |
| 60 Days | 2.18% | -0.41% |
| 90 Days | 8.17% | 5.49% |
| 12 Months | 32.46% | 31.42% |
22 Overlapping Holdings
| Symbol | Grade | Weight in FMCX | Weight in HLGE | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.93% | 0.83% | 0.83% | |
| AMGN | C | 1.11% | 0.33% | 0.33% | |
| AMZN | A | 5.01% | 0.93% | 0.93% | |
| BKNG | A | 0.19% | 0.65% | 0.19% | |
| CL | F | 0.85% | 0.74% | 0.74% | |
| CMCSA | A | 1.13% | 0.5% | 0.5% | |
| DHR | D | 0.55% | 0.17% | 0.17% | |
| EQR | D | 0.3% | 0.13% | 0.13% | |
| GD | C | 0.13% | 0.37% | 0.13% | |
| GDDY | A | 4.98% | 0.24% | 0.24% | |
| GILD | A | 0.87% | 0.51% | 0.51% | |
| GOOGL | A | 1.77% | 0.95% | 0.95% | |
| HON | B | 0.6% | 0.22% | 0.22% | |
| IAC | F | 5.35% | 0.41% | 0.41% | |
| JPM | A | 0.3% | 0.33% | 0.3% | |
| MCD | C | 1.12% | 0.03% | 0.03% | |
| MSFT | D | 4.79% | 0.81% | 0.81% | |
| MTCH | C | 3.18% | 0.73% | 0.73% | |
| PG | D | 1.3% | 0.33% | 0.33% | |
| SPGI | D | 0.37% | 0.15% | 0.15% | |
| UNH | C | 6.84% | 0.54% | 0.54% | |
| YUM | D | 1.18% | 0.27% | 0.27% |
FMCX Overweight 30 Positions Relative to HLGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| KKR | B | 6.14% | |
| LBRDK | A | 4.24% | |
| LSXMK | D | 4.22% | |
| GGG | D | 3.98% | |
| PYPL | B | 3.9% | |
| LSXMA | D | 1.79% | |
| LBRDA | A | 1.74% | |
| PM | A | 1.21% | |
| KEYS | C | 1.06% | |
| VUSB | A | 0.92% | |
| ICSH | A | 0.92% | |
| MO | A | 0.84% | |
| ENTG | D | 0.82% | |
| ARWR | F | 0.72% | |
| NKE | F | 0.68% | |
| GOOG | A | 0.5% | |
| BAX | F | 0.47% | |
| YUMC | A | 0.42% | |
| MUSA | C | 0.4% | |
| MTX | C | 0.33% | |
| KEX | D | 0.33% | |
| MUR | F | 0.25% | |
| V | A | 0.21% | |
| FWONK | A | 0.21% | |
| FLWS | B | 0.15% | |
| BATRK | C | 0.11% | |
| PNR | B | 0.1% | |
| FWONA | A | 0.05% | |
| VMEO | C | 0.03% | |
| BATRA | D | 0.02% |
FMCX Underweight 316 Positions Relative to HLGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | -1.09% | |
| META | B | -1.06% | |
| EBAY | D | -1.05% | |
| CARG | B | -1.04% | |
| ORCL | B | -0.97% | |
| QCOM | D | -0.92% | |
| STX | D | -0.91% | |
| DELL | A | -0.9% | |
| PSTG | D | -0.89% | |
| TXN | A | -0.88% | |
| HPE | A | -0.87% | |
| NXPI | C | -0.86% | |
| NTAP | D | -0.85% | |
| HPQ | B | -0.84% | |
| YELP | F | -0.82% | |
| JWN | C | -0.81% | |
| CARS | D | -0.8% | |
| JNJ | D | -0.78% | |
| WDC | C | -0.78% | |
| WMT | A | -0.78% | |
| NOW | A | -0.77% | |
| MPWR | F | -0.77% | |
| LOW | B | -0.76% | |
| CVLT | B | -0.74% | |
| FICO | B | -0.71% | |
| MCHP | F | -0.7% | |
| PI | C | -0.7% | |
| VRTX | D | -0.7% | |
| CRUS | F | -0.69% | |
| HD | B | -0.68% | |
| DDS | C | -0.67% | |
| DLB | B | -0.67% | |
| TMUS | B | -0.65% | |
| OLED | F | -0.65% | |
| PRGS | B | -0.65% | |
| ADI | C | -0.64% | |
| GM | B | -0.63% | |
| FTNT | B | -0.62% | |
| TJX | D | -0.62% | |
| LMT | D | -0.61% | |
| LLY | F | -0.61% | |
| TRIP | C | -0.6% | |
| MTD | D | -0.59% | |
| ELV | F | -0.58% | |
| AXNX | A | -0.57% | |
| MCK | C | -0.57% | |
| M | D | -0.56% | |
| AVGO | B | -0.56% | |
| REGN | F | -0.55% | |
| PINS | C | -0.55% | |
| BK | B | -0.52% | |
| SMCI | F | -0.52% | |
| MRK | F | -0.51% | |
| BSX | C | -0.51% | |
| KR | A | -0.51% | |
| NFLX | A | -0.5% | |
| PANW | B | -0.5% | |
| T | A | -0.49% | |
| COST | D | -0.49% | |
| GS | B | -0.48% | |
| HCA | D | -0.46% | |
| AMED | C | -0.46% | |
| KO | D | -0.45% | |
| BRK.A | D | -0.44% | |
| VRNS | D | -0.44% | |
| ZTS | D | -0.44% | |
| XRX | F | -0.43% | |
| MU | C | -0.43% | |
| OLLI | C | -0.42% | |
| CORT | B | -0.42% | |
| SNAP | B | -0.41% | |
| EA | A | -0.41% | |
| SWKS | F | -0.41% | |
| ACI | C | -0.4% | |
| C | A | -0.4% | |
| MCO | D | -0.4% | |
| MTB | B | -0.4% | |
| GEN | A | -0.39% | |
| IRM | B | -0.39% | |
| MS | B | -0.39% | |
| UBER | C | -0.38% | |
| TGT | D | -0.38% | |
| SYK | A | -0.38% | |
| CI | D | -0.38% | |
| DIOD | F | -0.38% | |
| A | D | -0.37% | |
| CALM | B | -0.37% | |
| ABBV | A | -0.37% | |
| PNC | B | -0.37% | |
| TMO | D | -0.37% | |
| FITB | B | -0.36% | |
| VZ | D | -0.36% | |
| ON | D | -0.35% | |
| WFC | B | -0.35% | |
| PEP | D | -0.35% | |
| BAC | B | -0.35% | |
| ABT | A | -0.34% | |
| SO | C | -0.34% | |
| CW | B | -0.34% | |
| RTX | C | -0.34% | |
| KMB | D | -0.33% | |
| DUK | C | -0.33% | |
| BMY | A | -0.32% | |
| EDR | A | -0.32% | |
| NVR | D | -0.32% | |
| MTSI | B | -0.31% | |
| ISRG | B | -0.31% | |
| STT | A | -0.31% | |
| ZETA | C | -0.31% | |
| CRWD | C | -0.31% | |
| QLYS | F | -0.31% | |
| COLL | F | -0.31% | |
| WELL | A | -0.3% | |
| INTU | D | -0.29% | |
| OGN | D | -0.29% | |
| MDT | B | -0.29% | |
| PRU | B | -0.28% | |
| USB | B | -0.28% | |
| UTHR | A | -0.28% | |
| SYY | D | -0.27% | |
| ADSK | B | -0.27% | |
| RF | B | -0.27% | |
| CB | C | -0.26% | |
| ETR | A | -0.26% | |
| QRVO | F | -0.26% | |
| MCRI | A | -0.26% | |
| PEG | B | -0.26% | |
| AXP | A | -0.26% | |
| HEI | D | -0.26% | |
| PHM | D | -0.26% | |
| HBAN | B | -0.25% | |
| COR | A | -0.24% | |
| HUM | F | -0.24% | |
| TENB | D | -0.24% | |
| MSGS | A | -0.24% | |
| SMTC | B | -0.24% | |
| KTB | A | -0.24% | |
| CDNS | C | -0.24% | |
| PTC | B | -0.24% | |
| NYT | A | -0.23% | |
| PFE | D | -0.23% | |
| ZUO | A | -0.23% | |
| TDG | C | -0.23% | |
| GRMN | A | -0.22% | |
| PRG | C | -0.22% | |
| SYF | B | -0.22% | |
| RMD | A | -0.22% | |
| POWI | C | -0.22% | |
| EXEL | A | -0.21% | |
| HRB | D | -0.21% | |
| INTC | C | -0.21% | |
| SNPS | B | -0.21% | |
| LAMR | B | -0.21% | |
| RCL | B | -0.21% | |
| CNC | D | -0.21% | |
| JHG | A | -0.21% | |
| CINF | B | -0.2% | |
| TSCO | D | -0.2% | |
| INCY | A | -0.2% | |
| HLT | A | -0.2% | |
| WMK | D | -0.2% | |
| PPL | C | -0.2% | |
| TYL | A | -0.2% | |
| EHC | A | -0.2% | |
| ITCI | A | -0.19% | |
| ACIW | C | -0.19% | |
| BJ | A | -0.19% | |
| PGR | D | -0.19% | |
| HSY | F | -0.18% | |
| CHE | F | -0.18% | |
| AVB | C | -0.18% | |
| AMD | F | -0.18% | |
| NOC | D | -0.18% | |
| WAT | A | -0.18% | |
| PSMT | C | -0.18% | |
| TDC | B | -0.17% | |
| BOX | D | -0.17% | |
| CRDO | A | -0.17% | |
| FCNCA | C | -0.17% | |
| ADUS | D | -0.17% | |
| ROST | F | -0.17% | |
| SPG | C | -0.17% | |
| VICI | D | -0.16% | |
| AFL | D | -0.16% | |
| KSS | F | -0.16% | |
| FSLR | C | -0.16% | |
| KVUE | B | -0.16% | |
| COF | A | -0.16% | |
| FLO | F | -0.15% | |
| DGX | B | -0.15% | |
| CRVL | D | -0.15% | |
| PDCO | F | -0.15% | |
| ANSS | C | -0.15% | |
| UPBD | D | -0.15% | |
| FE | D | -0.15% | |
| ALKT | B | -0.14% | |
| AMP | B | -0.14% | |
| WGO | D | -0.14% | |
| LRN | A | -0.14% | |
| SHOO | D | -0.14% | |
| AEP | D | -0.14% | |
| BDX | C | -0.14% | |
| IMKTA | D | -0.14% | |
| MMSI | B | -0.14% | |
| WSM | F | -0.13% | |
| SHO | D | -0.13% | |
| CHD | B | -0.13% | |
| LOPE | D | -0.13% | |
| ADBE | F | -0.13% | |
| AGYS | D | -0.13% | |
| APPN | A | -0.13% | |
| ORI | D | -0.13% | |
| NHI | C | -0.13% | |
| DHI | D | -0.12% | |
| HOLX | A | -0.12% | |
| EQH | B | -0.12% | |
| SFM | A | -0.12% | |
| TFC | C | -0.12% | |
| TROW | A | -0.12% | |
| ED | C | -0.11% | |
| BBY | D | -0.11% | |
| ZBH | C | -0.11% | |
| BKE | C | -0.11% | |
| LHX | A | -0.11% | |
| SF | A | -0.11% | |
| FOXA | A | -0.11% | |
| ICE | C | -0.11% | |
| RJF | A | -0.11% | |
| AVT | B | -0.11% | |
| JXN | B | -0.11% | |
| COKE | D | -0.1% | |
| MOG.A | C | -0.1% | |
| JEF | B | -0.1% | |
| LZB | D | -0.1% | |
| EIX | D | -0.1% | |
| HIMS | B | -0.1% | |
| ETSY | D | -0.09% | |
| KLG | F | -0.09% | |
| VTR | B | -0.09% | |
| DTE | C | -0.09% | |
| GIS | D | -0.09% | |
| O | D | -0.09% | |
| APP | B | -0.09% | |
| IDXX | F | -0.09% | |
| VEEV | B | -0.09% | |
| PJT | B | -0.09% | |
| DFIN | F | -0.09% | |
| VTRS | B | -0.08% | |
| BPOP | F | -0.08% | |
| GOLF | D | -0.08% | |
| F | D | -0.08% | |
| THO | D | -0.08% | |
| UNM | A | -0.08% | |
| ROP | D | -0.08% | |
| MET | C | -0.08% | |
| CHTR | B | -0.07% | |
| VRSN | F | -0.07% | |
| SRE | C | -0.07% | |
| LNTH | C | -0.07% | |
| EPC | D | -0.06% | |
| CPRX | A | -0.06% | |
| PINC | A | -0.06% | |
| CAH | B | -0.06% | |
| AEE | B | -0.06% | |
| VSTO | A | -0.06% | |
| ACGL | F | -0.06% | |
| EVR | A | -0.06% | |
| OFG | C | -0.06% | |
| DOCS | A | -0.06% | |
| AIG | B | -0.06% | |
| ABNB | B | -0.06% | |
| WBA | C | -0.06% | |
| FTDR | B | -0.06% | |
| DOCU | A | -0.06% | |
| LMAT | B | -0.05% | |
| PRDO | B | -0.05% | |
| FHI | A | -0.05% | |
| NWL | A | -0.05% | |
| AXS | C | -0.05% | |
| MRVL | A | -0.04% | |
| DIS | C | -0.04% | |
| MANH | D | -0.04% | |
| APO | B | -0.04% | |
| VCTR | A | -0.04% | |
| CBRE | A | -0.04% | |
| WEC | B | -0.04% | |
| MKL | D | -0.04% | |
| BCO | D | -0.04% | |
| MDLZ | D | -0.04% | |
| CASY | A | -0.04% | |
| HLI | A | -0.04% | |
| ZS | C | -0.04% | |
| WOR | F | -0.04% | |
| STE | D | -0.04% | |
| CNK | A | -0.03% | |
| BRBR | A | -0.03% | |
| CTRE | A | -0.03% | |
| LYV | A | -0.03% | |
| CFG | A | -0.03% | |
| MORN | B | -0.03% | |
| PBH | A | -0.03% | |
| NRG | B | -0.03% | |
| TNL | A | -0.02% | |
| COLM | C | -0.02% | |
| CASH | A | -0.02% | |
| WHR | B | -0.02% | |
| MMM | D | -0.02% | |
| ALL | C | -0.02% | |
| PFBC | B | -0.02% | |
| LTC | A | -0.02% | |
| SNEX | A | -0.02% | |
| ANIP | F | -0.01% | |
| UE | B | -0.01% | |
| AMG | A | -0.01% | |
| PIPR | B | -0.01% | |
| CVS | F | -0.01% |
FMCX: Top Represented Industries & Keywords
Industries:
Internet Content & Information
Diversified Industrials
Pay TV
Restaurants
Specialty Retail
Broadcasting - Radio
Broadcasting - TV
Credit Services
Drug Manufacturers - Major
Household & Personal Products
Media - Diversified
Tobacco
Aerospace & Defense
Asset Management
Banks - Global
Biotechnology
Capital Markets
Chemicals
Consumer Electronics
Diagnostics & Research
Keywords:
S&P 500
Nasdaq 100
Dow Jones Component
Liberty Media
Atlanta Braves
Computing
Formula One
Hyperscale
Major League Baseball
Work From Home
Advertising Services
Baseball
Broadband
Chemical
Connected Vehicle Applications
Consumer Products
Disease
Electronics Manufacturers
Infotainment
Infotainment 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
Compare ETFs
