HLGE vs. AFMC ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to Active Factor Mid Cap ETF (AFMC)

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

AFMC

Active Factor Mid Cap ETF

AFMC Description

The investment seeks to provide capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (including investment borrowings) in U.S.-listed equity securities issued by mid capitalization companies. The manager defines mid capitalization companies as those that, at the time of investment, have a market capitalization between the minimum and maximum market capitalization of a widely recognized index of mid capitalization companies based upon the composition of the index at the time of investment. It is non-diversified.

Grade (RS Rating)

Last Trade

$34.31

Average Daily Volume

9,370

Number of Holdings ^*

244

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	AFMC
30 Days	3.61%	7.36%
60 Days	3.94%	6.97%
90 Days	5.95%	8.83%
12 Months	29.57%	41.05%

53 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in AFMC	Overlap
ACIW	B	0.2%	0.51%	0.2%
AMG	B	0.01%	0.62%	0.01%
AVT	C	0.11%	0.27%	0.11%
BOX	B	0.18%	0.1%	0.1%
BRBR	A	0.03%	0.62%	0.03%
CAH	B	0.06%	0.13%	0.06%
CASY	A	0.04%	0.14%	0.04%
CHE	D	0.16%	0.41%	0.16%
COKE	C	0.09%	0.87%	0.09%
CRUS	D	0.57%	0.46%	0.46%
CRVL	A	0.16%	0.21%	0.16%
CTRE	D	0.03%	0.27%	0.03%
CVLT	B	0.89%	0.7%	0.7%
CW	B	0.34%	0.78%	0.34%
DDS	B	0.75%	0.43%	0.43%
DOCS	C	0.07%	0.07%	0.07%
EHC	B	0.21%	0.27%	0.21%
EQH	B	0.12%	0.1%	0.1%
EXEL	B	0.25%	0.39%	0.25%
FHI	A	0.05%	0.68%	0.05%
FICO	B	0.81%	0.67%	0.67%
GDDY	A	0.27%	1.2%	0.27%
GEN	B	0.41%	0.1%	0.1%
HLI	B	0.04%	0.39%	0.04%
HRB	D	0.2%	0.5%	0.2%
INCY	C	0.24%	0.29%	0.24%
JHG	A	0.24%	0.26%	0.24%
JWN	C	0.76%	0.19%	0.19%
JXN	C	0.12%	0.65%	0.12%
LAMR	D	0.2%	0.39%	0.2%
LNTH	D	0.05%	0.29%	0.05%
LOPE	B	0.16%	0.26%	0.16%
M	D	0.53%	0.15%	0.15%
MANH	D	0.03%	0.27%	0.03%
MMSI	B	0.15%	0.06%	0.06%
NRG	B	0.04%	0.99%	0.04%
NTAP	C	0.79%	0.62%	0.62%
NYT	C	0.22%	0.5%	0.22%
OGN	D	0.25%	0.08%	0.08%
ORI	A	0.14%	1.17%	0.14%
PBH	A	0.04%	0.06%	0.04%
PDCO	D	0.14%	0.06%	0.06%
PHM	D	0.23%	0.56%	0.23%
PI	D	0.56%	0.0%	0.0%
PINC	B	0.07%	0.44%	0.07%
SF	B	0.13%	0.74%	0.13%
SFM	A	0.15%	1.96%	0.15%
TDC	D	0.15%	0.24%	0.15%
UNM	A	0.09%	0.96%	0.09%
UTHR	C	0.3%	1.55%	0.3%
VRNS	D	0.39%	0.0%	0.0%
WSM	B	0.12%	0.98%	0.12%
ZETA	D	0.18%	0.05%	0.05%

HLGE Overweight 286 Positions Relative to AFMC

Symbol	Grade	Weight
CARG	C	1.18%
NVDA	C	1.17%
META	D	1.06%
AMZN	C	1.05%
GOOGL	C	1.03%
ORCL	B	1.03%
EBAY	D	1.01%
DELL	C	0.94%
CARS	B	0.94%
TXN	C	0.92%
HPE	B	0.89%
QCOM	F	0.89%
NOW	A	0.88%
YELP	C	0.86%
NXPI	D	0.83%
MSFT	F	0.83%
AAPL	C	0.82%
HPQ	B	0.82%
WMT	A	0.82%
PSTG	D	0.79%
STX	D	0.79%
WDC	D	0.74%
GM	B	0.74%
BKNG	A	0.74%
JNJ	D	0.73%
LOW	D	0.73%
FTNT	C	0.72%
TMUS	B	0.7%
VRTX	F	0.68%
MCK	B	0.68%
HD	A	0.67%
CL	D	0.67%
DLB	B	0.66%
PRGS	A	0.66%
TJX	A	0.63%
MCHP	D	0.6%
ADI	D	0.6%
MTCH	D	0.6%
NFLX	A	0.6%
UNH	C	0.57%
TRIP	F	0.57%
AXNX	C	0.57%
CMCSA	B	0.54%
LMT	D	0.54%
GILD	C	0.54%
KR	B	0.54%
ELV	F	0.53%
OLED	D	0.53%
AVGO	D	0.53%
GS	A	0.53%
MTD	D	0.53%
BK	A	0.52%
BSX	B	0.52%
LLY	F	0.52%
PANW	C	0.52%
COST	B	0.51%
T	A	0.5%
CORT	B	0.49%
PINS	D	0.49%
MPWR	F	0.48%
EA	A	0.47%
MRK	F	0.46%
MS	A	0.44%
BRK.A	B	0.44%
C	A	0.44%
REGN	F	0.43%
AMED	F	0.43%
MTB	A	0.43%
SNAP	C	0.42%
KO	D	0.41%
ZTS	D	0.41%
ACI	C	0.41%
PNC	B	0.41%
OLLI	D	0.41%
MCO	B	0.4%
SYK	C	0.4%
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%
BMY	B	0.35%
ISRG	A	0.35%
CI	F	0.35%
GD	F	0.35%
IRM	D	0.35%
ON	D	0.34%
VZ	C	0.34%
UBER	D	0.34%
MTSI	B	0.34%
XRX	F	0.33%
PEP	F	0.33%
INTU	C	0.33%
TMO	F	0.33%
ABT	B	0.33%
ABBV	D	0.33%
SO	D	0.32%
PG	A	0.32%
DIOD	D	0.32%
RTX	C	0.32%
DUK	C	0.31%
STT	A	0.31%
EDR	A	0.31%
KMB	D	0.3%
WELL	A	0.3%
AMGN	D	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%
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%
PTC	A	0.26%
KTB	B	0.26%
RCL	A	0.25%
PEG	A	0.25%
SYF	B	0.25%
HUM	C	0.25%
TENB	C	0.24%
SNPS	B	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%
HON	B	0.23%
RMD	C	0.22%
POWI	D	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%
BJ	A	0.2%
SMCI	F	0.2%
PGR	A	0.2%
CNC	D	0.2%
WAT	B	0.2%
TSCO	D	0.19%
COF	B	0.19%
CRDO	B	0.19%
SPG	B	0.18%
FCNCA	A	0.18%
KVUE	A	0.18%
APP	B	0.18%
BLK	C	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%
UPBD	B	0.16%
AMD	F	0.16%
QRVO	F	0.16%
IMKTA	C	0.16%
VICI	C	0.15%
KSS	F	0.15%
DHR	F	0.15%
AMP	A	0.15%
AFL	B	0.15%
FOXA	B	0.14%
NHI	D	0.14%
ADBE	C	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%
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%
BDX	F	0.13%
BKE	B	0.12%
SHO	C	0.12%
ICE	C	0.11%
LZB	B	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%
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%
O	D	0.08%
CHTR	C	0.08%
SRE	A	0.08%
THO	B	0.08%
DTE	C	0.08%
GIS	D	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%
VRSN	F	0.07%
FTDR	A	0.07%
DOCU	A	0.07%
BPOP	B	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%
EVR	B	0.06%
OFG	B	0.06%
ZS	C	0.05%
LMAT	A	0.05%
WBA	F	0.05%
EPC	D	0.05%
WEC	A	0.04%
MDLZ	F	0.04%
VCTR	B	0.04%
CBRE	B	0.04%
DIS	B	0.04%
MRVL	B	0.04%
APO	B	0.04%
MKL	A	0.04%
WOR	F	0.04%
STE	F	0.04%
LTC	B	0.03%
PFBC	B	0.03%
SNEX	B	0.03%
CNK	B	0.03%
MORN	B	0.03%
LYV	A	0.03%
MCD	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%
CVS	D	0.01%
PIPR	B	0.01%

HLGE Underweight 191 Positions Relative to AFMC

Symbol	Grade	Weight
TOL	B	-1.47%
EME	C	-1.33%
AYI	B	-1.16%
MLI	C	-1.15%
ALSN	B	-1.13%
THC	D	-1.12%
MTG	C	-1.1%
KBH	D	-1.09%
FIX	A	-1.06%
VST	B	-1.04%
IDCC	A	-0.95%
TPL	A	-0.94%
INGR	B	-0.9%
ACT	D	-0.87%
IBOC	A	-0.85%
CSL	C	-0.8%
OC	A	-0.8%
ESNT	D	-0.8%
TMHC	B	-0.78%
HIW	D	-0.77%
RDN	C	-0.76%
LII	A	-0.75%
WBS	A	-0.73%
CNM	D	-0.72%
GLPI	C	-0.72%
TXRH	C	-0.72%
JBL	B	-0.67%
G	B	-0.66%
ERIE	D	-0.65%
WPC	D	-0.65%
NXST	C	-0.62%
CACI	D	-0.62%
TPR	B	-0.62%
PRI	A	-0.6%
CMC	B	-0.6%
MUSA	A	-0.6%
BERY	B	-0.59%
BLDR	D	-0.59%
OHI	C	-0.58%
FFIV	B	-0.58%
CUZ	B	-0.56%
EXP	A	-0.56%
NFG	A	-0.56%
SNX	C	-0.55%
DBX	B	-0.54%
PPC	C	-0.54%
CRS	A	-0.54%
TGNA	B	-0.54%
DECK	A	-0.52%
SBRA	C	-0.51%
CBSH	A	-0.51%
RPM	A	-0.5%
SANM	B	-0.49%
DINO	D	-0.48%
ENS	D	-0.48%
GMED	A	-0.48%
NVST	B	-0.47%
SNA	A	-0.47%
MTH	D	-0.47%
KMT	B	-0.47%
PSN	D	-0.46%
UHS	D	-0.45%
BCC	B	-0.45%
AMR	C	-0.45%
GHC	C	-0.44%
HNI	B	-0.44%
RGLD	C	-0.43%
PK	B	-0.43%
JLL	D	-0.43%
MEDP	D	-0.43%
AGCO	D	-0.43%
BTU	B	-0.43%
ONTO	D	-0.42%
GEF	A	-0.42%
NTCT	C	-0.42%
CHRD	D	-0.4%
AIZ	A	-0.4%
HALO	F	-0.39%
PVH	C	-0.39%
JAZZ	B	-0.38%
WSO	A	-0.38%
TEX	D	-0.37%
ANF	C	-0.37%
CDP	C	-0.37%
WFRD	D	-0.37%
MAN	D	-0.37%
STLD	B	-0.36%
BYD	C	-0.35%
RS	B	-0.35%
ARW	D	-0.34%
MOH	F	-0.34%
UFPI	B	-0.34%
ADC	B	-0.34%
UGI	A	-0.34%
HWC	B	-0.33%
COLB	A	-0.33%
CSWI	A	-0.33%
FHN	A	-0.32%
SAIC	F	-0.31%
EPR	D	-0.31%
PBF	D	-0.3%
SSB	B	-0.3%
CR	A	-0.3%
FSS	B	-0.3%
APPF	B	-0.3%
GAP	C	-0.3%
BDC	B	-0.29%
ASO	F	-0.29%
DKS	C	-0.29%
CHRW	C	-0.28%
NSA	D	-0.27%
TTEK	F	-0.26%
WWD	B	-0.26%
AN	C	-0.26%
NVT	B	-0.26%
RL	B	-0.26%
GPI	A	-0.25%
ATKR	C	-0.25%
CATY	B	-0.25%
HOG	D	-0.25%
CNA	B	-0.25%
ZD	C	-0.25%
IBP	D	-0.25%
WCC	B	-0.25%
MSM	C	-0.24%
LPX	B	-0.24%
OLN	D	-0.24%
VMI	B	-0.24%
ESAB	B	-0.23%
ENSG	D	-0.23%
NBIX	C	-0.22%
L	A	-0.22%
AIT	A	-0.22%
HST	C	-0.22%
OZK	B	-0.21%
BWA	D	-0.21%
LEA	D	-0.21%
HOMB	A	-0.2%
PRGO	B	-0.19%
NEU	C	-0.19%
NAVI	C	-0.19%
SM	B	-0.18%
ZION	B	-0.18%
SJM	D	-0.18%
NUS	D	-0.18%
CRI	D	-0.18%
APLE	B	-0.17%
CROX	D	-0.17%
ADNT	F	-0.17%
ABG	B	-0.17%
DXC	B	-0.17%
CLF	F	-0.17%
ATR	B	-0.15%
BLD	D	-0.13%
VSH	D	-0.13%
OPCH	D	-0.12%
AEO	F	-0.12%
HPP	F	-0.12%
TPH	D	-0.11%
EXLS	B	-0.1%
BPMC	C	-0.1%
CUBE	D	-0.1%
NSIT	F	-0.1%
ELF	C	-0.1%
AMN	F	-0.09%
HSIC	B	-0.09%
CNXC	F	-0.09%
ITT	A	-0.09%
AOS	F	-0.09%
CPT	B	-0.09%
VNT	B	-0.09%
HAE	C	-0.08%
BRX	A	-0.08%
DCI	B	-0.08%
APA	D	-0.08%
ITRI	B	-0.08%
LECO	B	-0.08%
WU	D	-0.07%
SKX	D	-0.07%
TAP	C	-0.07%
OSCR	D	-0.07%
ASGN	F	-0.07%
AWI	A	-0.06%
DVA	B	-0.06%
CXT	B	-0.05%
SPSC	C	-0.05%
BMI	B	-0.04%
ACLS	F	-0.04%
LEVI	F	-0.03%
IART	C	-0.02%
NNN	D	-0.0%