HLGE vs. ACVF ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to American Conservative Values ETF (ACVF)

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

ACVF

American Conservative Values ETF

ACVF Description

The investment seeks to achieve long-term capital appreciation; capital preservation is the secondary objective. Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities of U.S. companies that meet its politically conservative criteria. The equity securities in which It invests will generally be those of companies with large market capitalizations.

Grade (RS Rating)

Last Trade

$45.63

Average Daily Volume

7,781

Number of Holdings ^*

363

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	ACVF
30 Days	3.61%	3.66%
60 Days	3.94%	5.20%
90 Days	5.95%	6.60%
12 Months	29.57%	31.26%

156 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in ACVF	Overlap
A	D	0.35%	0.06%	0.06%
ABBV	D	0.33%	0.77%	0.33%
ABNB	C	0.06%	0.37%	0.06%
ABT	B	0.33%	0.51%	0.33%
ADBE	C	0.14%	0.98%	0.14%
ADI	D	0.6%	0.44%	0.44%
ADSK	A	0.28%	0.3%	0.28%
AEE	A	0.06%	0.01%	0.01%
AEP	D	0.13%	0.03%	0.03%
AFL	B	0.15%	0.06%	0.06%
AIG	B	0.06%	0.05%	0.05%
ALL	A	0.02%	0.05%	0.02%
AMD	F	0.16%	0.55%	0.16%
AMGN	D	0.3%	0.37%	0.3%
AMP	A	0.15%	0.2%	0.15%
ANSS	B	0.16%	0.18%	0.16%
AVB	B	0.18%	0.06%	0.06%
AVGO	D	0.53%	2.01%	0.53%
BBY	D	0.1%	0.06%	0.06%
BDX	F	0.13%	0.14%	0.13%
BK	A	0.52%	0.07%	0.07%
BKNG	A	0.74%	0.94%	0.74%
BMY	B	0.35%	0.35%	0.35%
BRK.A	B	0.44%	2.76%	0.44%
BSX	B	0.52%	0.29%	0.29%
C	A	0.44%	0.45%	0.44%
CAH	B	0.06%	0.07%	0.06%
CB	C	0.24%	0.38%	0.24%
CBRE	B	0.04%	0.14%	0.04%
CDNS	B	0.28%	0.46%	0.28%
CFG	B	0.03%	0.07%	0.03%
CHD	B	0.13%	0.05%	0.05%
CHTR	C	0.08%	0.43%	0.08%
CI	F	0.35%	0.58%	0.35%
CINF	A	0.21%	0.05%	0.05%
CL	D	0.67%	0.21%	0.21%
CNC	D	0.2%	0.06%	0.06%
COF	B	0.19%	0.16%	0.16%
COR	B	0.24%	0.13%	0.13%
COST	B	0.51%	1.72%	0.51%
CRWD	B	0.35%	0.16%	0.16%
CVS	D	0.01%	0.17%	0.01%
DHI	D	0.1%	0.11%	0.1%
DHR	F	0.15%	0.49%	0.15%
DTE	C	0.08%	0.04%	0.04%
DUK	C	0.31%	0.13%	0.13%
EA	A	0.47%	0.28%	0.28%
EBAY	D	1.01%	0.09%	0.09%
ED	D	0.1%	0.01%	0.01%
EIX	B	0.1%	0.06%	0.06%
ELV	F	0.53%	0.34%	0.34%
EQR	B	0.13%	0.06%	0.06%
ETSY	D	0.09%	0.06%	0.06%
F	C	0.08%	0.12%	0.08%
FE	C	0.14%	0.05%	0.05%
FICO	B	0.81%	0.38%	0.38%
FITB	A	0.37%	0.12%	0.12%
FOXA	B	0.14%	0.14%	0.14%
FTNT	C	0.72%	0.17%	0.17%
GD	F	0.35%	0.08%	0.08%
GILD	C	0.54%	0.09%	0.09%
GIS	D	0.08%	0.07%	0.07%
GRMN	B	0.28%	0.46%	0.28%
HBAN	A	0.28%	0.05%	0.05%
HCA	F	0.39%	0.09%	0.09%
HD	A	0.67%	1.77%	0.67%
HLT	A	0.21%	0.18%	0.18%
HOLX	D	0.11%	0.02%	0.02%
HON	B	0.23%	0.47%	0.23%
HPE	B	0.89%	0.23%	0.23%
HPQ	B	0.82%	0.15%	0.15%
HSY	F	0.17%	0.05%	0.05%
HUM	C	0.25%	0.18%	0.18%
ICE	C	0.11%	0.38%	0.11%
IDXX	F	0.08%	0.04%	0.04%
INCY	C	0.24%	0.02%	0.02%
INTC	D	0.23%	0.32%	0.23%
INTU	C	0.33%	0.92%	0.33%
ISRG	A	0.35%	0.62%	0.35%
KMB	D	0.3%	0.08%	0.08%
KR	B	0.54%	0.04%	0.04%
KSS	F	0.15%	0.06%	0.06%
LHX	C	0.11%	0.14%	0.11%
LLY	F	0.52%	1.48%	0.52%
LMT	D	0.54%	0.34%	0.34%
LYV	A	0.03%	0.1%	0.03%
MANH	D	0.03%	0.16%	0.03%
MCD	D	0.03%	1.0%	0.03%
MCHP	D	0.6%	0.06%	0.06%
MCK	B	0.68%	0.28%	0.28%
MCO	B	0.4%	0.42%	0.4%
MDLZ	F	0.04%	0.65%	0.04%
MDT	D	0.28%	0.29%	0.28%
MET	A	0.08%	0.25%	0.08%
MMM	D	0.02%	0.09%	0.02%
MRK	F	0.46%	0.65%	0.46%
MS	A	0.44%	0.33%	0.33%
MSFT	F	0.83%	4.56%	0.83%
MTD	D	0.53%	0.0%	0.0%
MU	D	0.38%	0.32%	0.32%
NOC	D	0.17%	0.18%	0.17%
NOW	A	0.88%	0.95%	0.88%
NVDA	C	1.17%	7.98%	1.17%
NXPI	D	0.83%	0.17%	0.17%
O	D	0.08%	0.02%	0.02%
ORCL	B	1.03%	1.18%	1.03%
PANW	C	0.52%	0.48%	0.48%
PEG	A	0.25%	0.08%	0.08%
PEP	F	0.33%	0.9%	0.33%
PG	A	0.32%	1.53%	0.32%
PHM	D	0.23%	0.03%	0.03%
PINS	D	0.49%	0.1%	0.1%
PNC	B	0.41%	0.33%	0.33%
PRU	A	0.27%	0.04%	0.04%
QCOM	F	0.89%	0.52%	0.52%
RCL	A	0.25%	0.1%	0.1%
REGN	F	0.43%	0.22%	0.22%
RF	A	0.29%	0.08%	0.08%
RJF	A	0.13%	0.09%	0.09%
RMD	C	0.22%	0.04%	0.04%
ROP	B	0.08%	0.46%	0.08%
ROST	C	0.17%	0.31%	0.17%
RTX	C	0.32%	0.44%	0.32%
SNPS	B	0.24%	0.5%	0.24%
SO	D	0.32%	0.75%	0.32%
SPG	B	0.18%	0.08%	0.08%
SPGI	C	0.14%	0.62%	0.14%
SRE	A	0.08%	0.03%	0.03%
STT	A	0.31%	0.1%	0.1%
STX	D	0.79%	0.04%	0.04%
SYF	B	0.25%	0.01%	0.01%
SYK	C	0.4%	0.31%	0.31%
SYY	B	0.27%	0.03%	0.03%
T	A	0.5%	0.18%	0.18%
TDG	D	0.21%	0.12%	0.12%
TFC	A	0.13%	0.2%	0.13%
TJX	A	0.63%	0.88%	0.63%
TMO	F	0.33%	0.52%	0.33%
TMUS	B	0.7%	1.05%	0.7%
TROW	B	0.13%	0.07%	0.07%
TSCO	D	0.19%	0.19%	0.19%
TXN	C	0.92%	0.56%	0.56%
TYL	B	0.21%	0.05%	0.05%
UBER	D	0.34%	0.51%	0.34%
USB	A	0.28%	0.26%	0.26%
VEEV	C	0.1%	0.04%	0.04%
VRSN	F	0.07%	0.35%	0.07%
VRTX	F	0.68%	0.31%	0.31%
VTR	C	0.08%	0.03%	0.03%
WBA	F	0.05%	0.02%	0.02%
WEC	A	0.04%	0.05%	0.04%
WELL	A	0.3%	0.12%	0.12%
WFC	A	0.39%	0.7%	0.39%
YUM	B	0.28%	0.04%	0.04%
ZBH	C	0.11%	0.03%	0.03%
ZTS	D	0.41%	0.16%	0.16%

HLGE Overweight 183 Positions Relative to ACVF

Symbol	Grade	Weight
CARG	C	1.18%
META	D	1.06%
AMZN	C	1.05%
GOOGL	C	1.03%
DELL	C	0.94%
CARS	B	0.94%
CVLT	B	0.89%
YELP	C	0.86%
AAPL	C	0.82%
WMT	A	0.82%
PSTG	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%
LOW	D	0.73%
DLB	B	0.66%
PRGS	A	0.66%
MTCH	D	0.6%
NFLX	A	0.6%
UNH	C	0.57%
CRUS	D	0.57%
TRIP	F	0.57%
AXNX	C	0.57%
PI	D	0.56%
CMCSA	B	0.54%
OLED	D	0.53%
GS	A	0.53%
M	D	0.53%
CORT	B	0.49%
MPWR	F	0.48%
AMED	F	0.43%
MTB	A	0.43%
SNAP	C	0.42%
KO	D	0.41%
ACI	C	0.41%
OLLI	D	0.41%
GEN	B	0.41%
VRNS	D	0.39%
QLYS	C	0.38%
BAC	A	0.38%
TGT	F	0.37%
JPM	A	0.36%
IAC	D	0.36%
CALM	A	0.36%
SWKS	F	0.36%
IRM	D	0.35%
ON	D	0.34%
CW	B	0.34%
VZ	C	0.34%
MTSI	B	0.34%
XRX	F	0.33%
DIOD	D	0.32%
EDR	A	0.31%
UTHR	C	0.3%
NVR	D	0.3%
HEI	B	0.28%
MCRI	A	0.28%
ETR	B	0.28%
AXP	A	0.27%
GDDY	A	0.27%
SMTC	B	0.26%
PTC	A	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%
PFE	D	0.21%
PPL	B	0.21%
ITCI	C	0.21%
LRN	A	0.21%
PRG	C	0.21%
EHC	B	0.21%
BJ	A	0.2%
SMCI	F	0.2%
LAMR	D	0.2%
PGR	A	0.2%
HRB	D	0.2%
WAT	B	0.2%
ACIW	B	0.2%
CRDO	B	0.19%
BOX	B	0.18%
ZETA	D	0.18%
FCNCA	A	0.18%
KVUE	A	0.18%
APP	B	0.18%
BLK	C	0.18%
PSMT	C	0.17%
DGX	A	0.16%
FSLR	F	0.16%
LOPE	B	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%
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%
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%
PJT	A	0.1%
HIMS	B	0.1%
KLG	C	0.09%
COKE	C	0.09%
UNM	A	0.09%
THO	B	0.08%
VTRS	A	0.08%
DFIN	D	0.08%
GOLF	B	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%
NWL	B	0.06%
VSTO	A	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%
EPC	D	0.05%
NRG	B	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%
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%

HLGE Underweight 207 Positions Relative to ACVF

Symbol	Grade	Weight
TSLA	B	-1.92%
MA	C	-1.7%
CSCO	B	-1.59%
XOM	B	-1.46%
ACN	C	-0.88%
LIN	D	-0.85%
MSI	B	-0.83%
FI	A	-0.79%
CVX	A	-0.73%
ANET	C	-0.7%
ETN	A	-0.61%
PM	B	-0.58%
CPRT	A	-0.54%
AMAT	F	-0.52%
NEE	D	-0.51%
CAT	B	-0.51%
ORLY	B	-0.48%
MAR	B	-0.48%
SPOT	B	-0.48%
CME	A	-0.45%
GE	D	-0.45%
WM	A	-0.44%
BX	A	-0.42%
CTAS	B	-0.4%
LRCX	F	-0.39%
DE	A	-0.39%
RSG	A	-0.38%
UNP	C	-0.38%
ADP	B	-0.38%
DFS	B	-0.34%
PLD	D	-0.33%
EXPE	B	-0.33%
DASH	A	-0.32%
VRSK	A	-0.32%
OMC	C	-0.3%
KLAC	D	-0.3%
AZO	C	-0.28%
MPC	D	-0.28%
MMC	B	-0.26%
CTSH	B	-0.25%
EQIX	A	-0.24%
MO	A	-0.23%
COP	C	-0.22%
KKR	A	-0.22%
SHW	A	-0.21%
GEV	B	-0.21%
EMR	A	-0.21%
ZBRA	B	-0.21%
UPS	C	-0.21%
TTWO	A	-0.21%
WDAY	B	-0.21%
FFIV	B	-0.21%
JCI	C	-0.2%
APH	A	-0.2%
IPG	D	-0.19%
SCHW	B	-0.19%
PH	A	-0.19%
MNST	C	-0.19%
AMT	D	-0.19%
CSX	B	-0.19%
IT	C	-0.19%
TT	A	-0.18%
FCX	D	-0.18%
GPN	B	-0.18%
CBOE	B	-0.18%
RBA	A	-0.17%
APD	A	-0.17%
STZ	D	-0.17%
BA	F	-0.17%
AON	A	-0.17%
ECL	D	-0.16%
CMI	A	-0.16%
JBL	B	-0.16%
SLB	C	-0.15%
PSA	D	-0.15%
FDX	B	-0.15%
LAD	A	-0.14%
PCAR	B	-0.14%
BLDR	D	-0.14%
ITW	B	-0.14%
NWS	B	-0.13%
PAYX	C	-0.13%
EOG	A	-0.13%
FIS	C	-0.13%
SKX	D	-0.12%
FOX	A	-0.12%
NWSA	B	-0.12%
GWW	B	-0.11%
KMI	A	-0.11%
DLR	B	-0.11%
FAST	B	-0.11%
CCI	D	-0.1%
CTVA	C	-0.1%
OKE	A	-0.09%
LEN	D	-0.09%
OXY	D	-0.09%
RKT	F	-0.09%
WMB	A	-0.09%
NUE	C	-0.09%
NTRS	A	-0.08%
GLW	B	-0.08%
BKR	B	-0.08%
CEG	D	-0.08%
ODFL	B	-0.08%
EW	C	-0.08%
MGM	D	-0.08%
WTW	B	-0.08%
PPG	F	-0.07%
GEHC	F	-0.07%
AME	A	-0.07%
NEM	D	-0.07%
IP	B	-0.07%
WAB	B	-0.07%
EFX	F	-0.07%
VLTO	D	-0.07%
ADM	D	-0.07%
XEL	A	-0.07%
HIG	B	-0.07%
IR	B	-0.07%
CARR	D	-0.07%
IQV	D	-0.07%
GPC	D	-0.06%
BALL	D	-0.06%
MSCI	C	-0.06%
UAL	A	-0.06%
KEYS	A	-0.06%
LUV	C	-0.06%
DRI	B	-0.06%
BR	A	-0.06%
DG	F	-0.06%
UAA	C	-0.06%
UA	C	-0.06%
AAL	B	-0.06%
TRV	B	-0.05%
FTV	C	-0.05%
CDW	F	-0.05%
DD	D	-0.05%
NSC	B	-0.05%
DXCM	D	-0.05%
ILMN	D	-0.05%
LVS	C	-0.05%
OTIS	C	-0.05%
HAL	C	-0.05%
AJG	B	-0.05%
KHC	F	-0.05%
KEY	B	-0.04%
L	A	-0.04%
HES	B	-0.04%
DPZ	C	-0.04%
J	F	-0.04%
APTV	D	-0.04%
AMCR	D	-0.04%
EXPD	D	-0.04%
PKG	A	-0.04%
ES	D	-0.04%
WY	D	-0.04%
LH	C	-0.04%
LYB	F	-0.04%
ROK	B	-0.03%
VMC	B	-0.03%
CNP	B	-0.03%
MKC	D	-0.03%
TPR	B	-0.03%
BWA	D	-0.03%
EL	F	-0.03%
DLTR	F	-0.03%
D	C	-0.03%
PWR	A	-0.03%
CHRW	C	-0.03%
PFG	D	-0.03%
POOL	C	-0.03%
DOW	F	-0.03%
EXC	C	-0.03%
ULTA	F	-0.03%
IFF	D	-0.02%
JBHT	C	-0.02%
BIIB	F	-0.02%
SBAC	D	-0.02%
PVH	C	-0.02%
MOS	F	-0.02%
RL	B	-0.02%
HST	C	-0.02%
ARE	D	-0.02%
PAYC	B	-0.02%
LKQ	D	-0.02%
XYL	D	-0.02%
SW	A	-0.02%
WYNN	D	-0.02%
AWK	D	-0.02%
MKTX	D	-0.02%
BBWI	D	-0.02%
FMC	D	-0.01%
CE	F	-0.01%
AES	F	-0.01%
AAP	C	-0.01%
SLVM	B	-0.01%
PHIN	A	-0.01%
ALB	C	-0.01%
HAS	D	-0.01%
BEN	C	-0.01%
SOLV	C	-0.01%
CLX	B	-0.01%
MAA	B	-0.01%
EXR	D	-0.01%
EMBC	C	-0.0%
FTRE	D	-0.0%
IVZ	B	-0.0%