FTHI vs. HLGE ETF Comparison

Comparison of First Trust High Income ETF (FTHI) to Hartford Longevity Economy ETF (HLGE)
FTHI

First Trust High Income ETF

FTHI Description

The investment seeks current income; capital appreciation is a secondary objective. The fund will pursue its objectives by investing in large cap equity securities listed on U.S. exchanges and by utilizing an "option strategy" consisting of writing (selling) U.S. exchange-traded covered call options on the Standard & Poor's 500(c) Index (the "index"). The market value of the option strategy may be up to 20% of the fund's overall net asset value. The equity securities in which the fund will invest and the options which the fund will write will be limited to U.S. exchange-traded securities and options. It is non-diversified.

Grade (RS Rating)

Last Trade

$23.68

Average Daily Volume

244,323

Number of Holdings *

165

* 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 FTHI HLGE
30 Days 2.96% 3.61%
60 Days 3.94% 3.94%
90 Days 5.68% 5.95%
12 Months 18.62% 29.57%
74 Overlapping Holdings
Symbol Grade Weight in FTHI Weight in HLGE Overlap
AAPL C 5.63% 0.82% 0.82%
ABBV D 0.62% 0.33% 0.33%
ADBE C 0.44% 0.14% 0.14%
AMD F 0.45% 0.16% 0.16%
AMGN D 0.31% 0.3% 0.3%
AMZN C 3.92% 1.05% 1.05%
AVGO D 1.65% 0.53% 0.53%
BAC A 0.56% 0.38% 0.38%
BDX F 0.07% 0.13% 0.07%
BKNG A 0.36% 0.74% 0.36%
BLK C 0.24% 0.18% 0.18%
BMY B 0.48% 0.35% 0.35%
BRBR A 0.77% 0.03% 0.03%
BRK.A B 1.73% 0.44% 0.44%
CALM A 0.76% 0.36% 0.36%
CL D 0.05% 0.67% 0.05%
COST B 0.83% 0.51% 0.51%
CVLT B 0.48% 0.89% 0.48%
DELL C 0.45% 0.94% 0.45%
DHR F 0.31% 0.15% 0.15%
DUK C 0.31% 0.31% 0.31%
EHC B 0.39% 0.21% 0.21%
ELV F 0.03% 0.53% 0.03%
FLO D 0.2% 0.14% 0.14%
GILD C 0.47% 0.54% 0.47%
GIS D 0.03% 0.08% 0.03%
GOOGL C 2.17% 1.03% 1.03%
GS A 0.33% 0.53% 0.33%
HD A 0.88% 0.67% 0.67%
HLI B 0.44% 0.04% 0.04%
HON B 0.31% 0.23% 0.23%
INTU C 0.43% 0.33% 0.33%
ISRG A 0.37% 0.35% 0.35%
JPM A 1.41% 0.36% 0.36%
JXN C 1.11% 0.12% 0.12%
KO D 0.46% 0.41% 0.41%
LLY F 1.18% 0.52% 0.52%
LMT D 0.26% 0.54% 0.26%
LOPE B 0.3% 0.16% 0.16%
LOW D 0.31% 0.73% 0.31%
MDLZ F 0.03% 0.04% 0.03%
MDT D 0.45% 0.28% 0.28%
META D 2.55% 1.06% 1.06%
MRK F 0.49% 0.46% 0.46%
MSFT F 6.53% 0.83% 0.83%
NFLX A 0.72% 0.6% 0.6%
NHI D 0.12% 0.14% 0.12%
NOW A 0.42% 0.88% 0.42%
NVDA C 6.56% 1.17% 1.17%
O D 0.24% 0.08% 0.08%
OGN D 0.13% 0.25% 0.13%
ORCL B 0.53% 1.03% 0.53%
PEP F 0.45% 0.33% 0.33%
PFE D 0.1% 0.21% 0.1%
PG A 0.79% 0.32% 0.32%
QCOM F 0.32% 0.89% 0.32%
RTX C 0.33% 0.32% 0.32%
SFM A 0.45% 0.15% 0.15%
SO D 0.2% 0.32% 0.2%
SPG B 0.05% 0.18% 0.05%
SPGI C 0.33% 0.14% 0.14%
SYK C 0.05% 0.4% 0.05%
T A 0.35% 0.5% 0.35%
TGT F 0.11% 0.37% 0.11%
TJX A 0.32% 0.63% 0.32%
TMO F 0.38% 0.33% 0.33%
TMUS B 0.3% 0.7% 0.3%
TXN C 0.36% 0.92% 0.36%
UNH C 1.08% 0.57% 0.57%
VEEV C 0.31% 0.1% 0.1%
VZ C 0.35% 0.34% 0.34%
WEC A 0.15% 0.04% 0.04%
WFC A 0.49% 0.39% 0.39%
WMT A 0.69% 0.82% 0.69%
FTHI Overweight 91 Positions Relative to HLGE
Symbol Grade Weight
GOOG C 1.84%
BXMT C 1.55%
SLG B 1.44%
TSLA B 1.36%
V A 1.01%
XOM B 1.0%
CRNX C 0.99%
CCEP C 0.98%
VST B 0.97%
UL D 0.94%
MO A 0.9%
MA C 0.88%
LADR B 0.87%
CRM B 0.65%
INGR B 0.64%
PTVE B 0.64%
IDA A 0.59%
ALSN B 0.53%
CCI D 0.53%
NVS D 0.49%
EXP A 0.48%
SLM A 0.48%
DTM B 0.46%
IDCC A 0.45%
TOL B 0.45%
INSM C 0.44%
EWBC A 0.43%
UMBF B 0.43%
MEDP D 0.42%
ARES A 0.42%
MMC B 0.42%
ITW B 0.41%
LIN D 0.41%
PPC C 0.41%
CAT B 0.41%
DECK A 0.41%
AM A 0.38%
USFD A 0.38%
PM B 0.37%
CME A 0.37%
IBM C 0.36%
LANC C 0.36%
SLVM B 0.35%
FNF B 0.35%
KNSL B 0.35%
GE D 0.35%
HESM B 0.34%
FTI A 0.34%
WSO A 0.33%
ADP B 0.33%
SCCO F 0.33%
MGEE C 0.32%
BAH F 0.31%
AMAT F 0.31%
KRC C 0.31%
BKU A 0.3%
PSA D 0.3%
SBRA C 0.3%
MATX C 0.3%
AMT D 0.29%
UNP C 0.29%
GAP C 0.27%
DHT F 0.27%
IIPR D 0.27%
GGG B 0.27%
CVX A 0.26%
NVO D 0.25%
ATR B 0.25%
SBLK F 0.24%
NEE D 0.24%
COP C 0.24%
CNA B 0.23%
PFGC B 0.22%
AMH D 0.22%
STNG F 0.22%
EQIX A 0.21%
PAYX C 0.21%
CVBF A 0.2%
OTTR C 0.2%
MUSA A 0.19%
XEL A 0.19%
GEV B 0.17%
MSI B 0.17%
NEU C 0.17%
REYN D 0.16%
KAR B 0.15%
EXR D 0.14%
SFNC B 0.14%
BX A 0.13%
D C 0.08%
AJG B 0.05%
FTHI Underweight 265 Positions Relative to HLGE
Symbol Grade Weight
CARG C -1.18%
EBAY D -1.01%
CARS B -0.94%
HPE B -0.89%
YELP C -0.86%
NXPI D -0.83%
HPQ B -0.82%
FICO B -0.81%
PSTG D -0.79%
STX D -0.79%
NTAP C -0.79%
JWN C -0.76%
DDS B -0.75%
WDC D -0.74%
GM B -0.74%
JNJ D -0.73%
FTNT C -0.72%
VRTX F -0.68%
MCK B -0.68%
DLB B -0.66%
PRGS A -0.66%
MCHP D -0.6%
ADI D -0.6%
MTCH D -0.6%
CRUS D -0.57%
TRIP F -0.57%
AXNX C -0.57%
PI D -0.56%
CMCSA B -0.54%
KR B -0.54%
OLED D -0.53%
M D -0.53%
MTD D -0.53%
BK A -0.52%
BSX B -0.52%
PANW C -0.52%
CORT B -0.49%
PINS D -0.49%
MPWR F -0.48%
EA A -0.47%
MS A -0.44%
C A -0.44%
REGN F -0.43%
AMED F -0.43%
MTB A -0.43%
SNAP C -0.42%
ZTS D -0.41%
ACI C -0.41%
PNC B -0.41%
OLLI D -0.41%
GEN B -0.41%
MCO B -0.4%
VRNS D -0.39%
HCA F -0.39%
QLYS C -0.38%
MU D -0.38%
FITB A -0.37%
IAC D -0.36%
SWKS F -0.36%
CRWD B -0.35%
A D -0.35%
CI F -0.35%
GD F -0.35%
IRM D -0.35%
ON D -0.34%
CW B -0.34%
UBER D -0.34%
MTSI B -0.34%
XRX F -0.33%
ABT B -0.33%
DIOD D -0.32%
STT A -0.31%
EDR A -0.31%
UTHR C -0.3%
KMB D -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%
CDNS B -0.28%
YUM B -0.28%
ETR B -0.28%
HBAN A -0.28%
ADSK A -0.28%
USB A -0.28%
SYY B -0.27%
AXP A -0.27%
GDDY A -0.27%
PRU 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%
SYF B -0.25%
HUM C -0.25%
TENB C -0.24%
INCY C -0.24%
SNPS B -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%
INTC D -0.23%
PHM D -0.23%
RMD C -0.22%
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%
BJ A -0.2%
SMCI F -0.2%
LAMR D -0.2%
PGR A -0.2%
HRB D -0.2%
CNC D -0.2%
WAT B -0.2%
ACIW B -0.2%
TSCO D -0.19%
COF B -0.19%
CRDO B -0.19%
BOX 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%
NOC D -0.17%
PSMT C -0.17%
DGX A -0.16%
ANSS B -0.16%
FSLR F -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%
AMP A -0.15%
AFL B -0.15%
MMSI B -0.15%
TDC D -0.15%
ORI A -0.14%
FOXA B -0.14%
PDCO 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%
CHD B -0.13%
RJF A -0.13%
AEP D -0.13%
TROW B -0.13%
TFC A -0.13%
WSM B -0.12%
BKE B -0.12%
SHO C -0.12%
EQH B -0.12%
ICE C -0.11%
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%
HOLX D -0.11%
ED D -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%
CHTR C -0.08%
SRE A -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%
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%
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%
VCTR B -0.04%
CBRE 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%
LTC B -0.03%
PFBC B -0.03%
CTRE D -0.03%
SNEX B -0.03%
CNK B -0.03%
MORN B -0.03%
LYV A -0.03%
MCD D -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%
Compare ETFs