HLGE vs. ACWV ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to iShares MSCI All Country World Minimum Volatility Index Fund (ACWV)

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

ACWV

iShares MSCI All Country World Minimum Volatility Index Fund

ACWV Description

The investment seeks to track the investment results of an index composed of developed and emerging market equities that, in the aggregate, have lower volatility characteristics relative to the broader developed and emerging equity markets. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. It seeks to track the underlying index, which has been developed by MSCI Inc. ("MSCI") to measure the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$113.95

Average Daily Volume

117,990

Number of Holdings ^*

139

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	ACWV
30 Days	3.61%	0.32%
60 Days	3.94%	-0.25%
90 Days	5.95%	1.23%
12 Months	29.57%	18.77%

64 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in ACWV	Overlap
ABBV	D	0.33%	0.49%	0.33%
ABT	B	0.33%	0.1%	0.1%
ACGL	D	0.06%	0.57%	0.06%
ACI	C	0.41%	0.05%	0.05%
AEE	A	0.06%	0.11%	0.06%
AEP	D	0.13%	0.07%	0.07%
AMGN	D	0.3%	0.34%	0.3%
BDX	F	0.13%	0.22%	0.13%
BMY	B	0.35%	0.25%	0.25%
BRK.A	B	0.44%	0.91%	0.44%
CAH	B	0.06%	0.18%	0.06%
CB	C	0.24%	0.88%	0.24%
CHD	B	0.13%	0.46%	0.13%
CI	F	0.35%	0.24%	0.24%
CL	D	0.67%	0.35%	0.35%
COR	B	0.24%	1.05%	0.24%
DGX	A	0.16%	0.15%	0.15%
DUK	C	0.31%	0.81%	0.31%
EA	A	0.47%	0.63%	0.47%
ED	D	0.1%	0.84%	0.1%
ELV	F	0.53%	0.42%	0.42%
FCNCA	A	0.18%	0.23%	0.18%
FICO	B	0.81%	0.12%	0.12%
GD	F	0.35%	0.18%	0.18%
GDDY	A	0.27%	0.64%	0.27%
GEN	B	0.41%	0.3%	0.3%
GILD	C	0.54%	0.48%	0.48%
GIS	D	0.08%	0.61%	0.08%
HOLX	D	0.11%	0.05%	0.05%
HSY	F	0.17%	0.44%	0.17%
HUM	C	0.25%	0.31%	0.25%
INCY	C	0.24%	0.38%	0.24%
JNJ	D	0.73%	1.05%	0.73%
KMB	D	0.3%	0.3%	0.3%
KO	D	0.41%	0.05%	0.05%
KR	B	0.54%	0.83%	0.54%
LLY	F	0.52%	0.52%	0.52%
LMT	D	0.54%	0.23%	0.23%
MCD	D	0.03%	1.02%	0.03%
MCK	B	0.68%	1.42%	0.68%
MDLZ	F	0.04%	0.25%	0.04%
MKL	A	0.04%	0.43%	0.04%
MRK	F	0.46%	1.06%	0.46%
MSFT	F	0.83%	0.76%	0.76%
NOC	D	0.17%	0.77%	0.17%
ORCL	B	1.03%	0.54%	0.54%
PEP	F	0.33%	1.08%	0.33%
PG	A	0.32%	0.82%	0.32%
PGR	A	0.2%	0.84%	0.2%
PTC	A	0.26%	0.22%	0.22%
REGN	F	0.43%	0.61%	0.43%
ROP	B	0.08%	1.36%	0.08%
SO	D	0.32%	0.8%	0.32%
T	A	0.5%	0.26%	0.26%
TJX	A	0.63%	0.37%	0.37%
TMUS	B	0.7%	2.03%	0.7%
UNH	C	0.57%	0.83%	0.57%
UTHR	C	0.3%	0.4%	0.3%
VRSN	F	0.07%	0.35%	0.07%
VRTX	F	0.68%	1.13%	0.68%
VZ	C	0.34%	0.76%	0.34%
WEC	A	0.04%	0.68%	0.04%
WMT	A	0.82%	1.82%	0.82%
YUM	B	0.28%	0.24%	0.24%

HLGE Overweight 275 Positions Relative to ACWV

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%
TXN	C	0.92%
HPE	B	0.89%
CVLT	B	0.89%
QCOM	F	0.89%
NOW	A	0.88%
YELP	C	0.86%
NXPI	D	0.83%
AAPL	C	0.82%
HPQ	B	0.82%
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%
BKNG	A	0.74%
LOW	D	0.73%
FTNT	C	0.72%
HD	A	0.67%
DLB	B	0.66%
PRGS	A	0.66%
MCHP	D	0.6%
ADI	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%
CMCSA	B	0.54%
OLED	D	0.53%
AVGO	D	0.53%
GS	A	0.53%
M	D	0.53%
MTD	D	0.53%
BK	A	0.52%
BSX	B	0.52%
PANW	C	0.52%
COST	B	0.51%
CORT	B	0.49%
PINS	D	0.49%
MPWR	F	0.48%
MS	A	0.44%
C	A	0.44%
AMED	F	0.43%
MTB	A	0.43%
SNAP	C	0.42%
ZTS	D	0.41%
PNC	B	0.41%
OLLI	D	0.41%
MCO	B	0.4%
SYK	C	0.4%
VRNS	D	0.39%
HCA	F	0.39%
WFC	A	0.39%
QLYS	C	0.38%
BAC	A	0.38%
MU	D	0.38%
FITB	A	0.37%
TGT	F	0.37%
JPM	A	0.36%
IAC	D	0.36%
CALM	A	0.36%
SWKS	F	0.36%
CRWD	B	0.35%
A	D	0.35%
ISRG	A	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%
INTU	C	0.33%
TMO	F	0.33%
DIOD	D	0.32%
RTX	C	0.32%
STT	A	0.31%
EDR	A	0.31%
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%
ETR	B	0.28%
MDT	D	0.28%
HBAN	A	0.28%
ADSK	A	0.28%
USB	A	0.28%
SYY	B	0.27%
AXP	A	0.27%
PRU	A	0.27%
SMTC	B	0.26%
KTB	B	0.26%
RCL	A	0.25%
EXEL	B	0.25%
PEG	A	0.25%
OGN	D	0.25%
SYF	B	0.25%
TENB	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%
INTC	D	0.23%
HON	B	0.23%
PHM	D	0.23%
RMD	C	0.22%
POWI	D	0.22%
NYT	C	0.22%
PFE	D	0.21%
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%
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%
SPG	B	0.18%
ZETA	D	0.18%
KVUE	A	0.18%
APP	B	0.18%
BLK	C	0.18%
AVB	B	0.18%
ROST	C	0.17%
PSMT	C	0.17%
ANSS	B	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%
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%
DHR	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%
NHI	D	0.14%
ADBE	C	0.14%
PDCO	D	0.14%
FLO	D	0.14%
WGO	C	0.14%
ALKT	B	0.14%
SPGI	C	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%
TROW	B	0.13%
TFC	A	0.13%
WSM	B	0.12%
BKE	B	0.12%
SHO	C	0.12%
JXN	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%
VEEV	C	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%
O	D	0.08%
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%
IDXX	F	0.08%
PINC	B	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%
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%
VCTR	B	0.04%
CBRE	B	0.04%
DIS	B	0.04%
PBH	A	0.04%
MRVL	B	0.04%
APO	B	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%
LYV	A	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%

HLGE Underweight 75 Positions Relative to ACWV

Symbol	Grade	Weight
MSI	B	-1.88%
CSCO	B	-1.57%
WM	A	-1.5%
RSG	A	-1.19%
MMC	B	-0.88%
AZO	C	-0.77%
IBM	C	-0.73%
ORLY	B	-0.62%
V	A	-0.59%
K	A	-0.57%
CBOE	B	-0.54%
APH	A	-0.54%
FI	A	-0.48%
WRB	A	-0.41%
KEYS	A	-0.41%
L	A	-0.4%
WCN	A	-0.39%
CHT	D	-0.37%
BAH	F	-0.37%
KDP	D	-0.36%
FFIV	B	-0.36%
AON	A	-0.35%
KHC	F	-0.33%
AJG	B	-0.33%
TRV	B	-0.32%
TSN	B	-0.32%
JNPR	F	-0.32%
NBIX	C	-0.31%
BRO	B	-0.3%
AKAM	D	-0.27%
SJM	D	-0.27%
ACN	C	-0.26%
ERIE	D	-0.26%
CF	B	-0.25%
CME	A	-0.23%
HRL	D	-0.23%
FWONK	B	-0.22%
CPB	D	-0.22%
CTSH	B	-0.21%
ROL	B	-0.21%
MFG	B	-0.21%
JKHY	D	-0.2%
MA	C	-0.19%
BMRN	D	-0.19%
DPZ	C	-0.19%
LNG	B	-0.16%
ULTA	F	-0.16%
CMS	C	-0.16%
MPC	D	-0.15%
AIZ	A	-0.13%
WIT	A	-0.12%
CTVA	C	-0.12%
MOH	F	-0.12%
MNST	C	-0.12%
AZPN	A	-0.11%
TDY	B	-0.11%
XEL	A	-0.11%
EG	C	-0.1%
WTW	B	-0.1%
XOM	B	-0.1%
WDAY	B	-0.1%
PCG	A	-0.1%
TPL	A	-0.1%
NEM	D	-0.09%
TRGP	B	-0.08%
IT	C	-0.07%
KNX	B	-0.06%
ANET	C	-0.06%
DINO	D	-0.06%
FANG	D	-0.06%
CHRW	C	-0.06%
CAG	D	-0.05%
GPC	D	-0.05%
HSIC	B	-0.05%
HKD	F	-0.0%