HLGE vs. BBSA ETF Comparison
Comparison of Hartford Longevity Economy ETF (HLGE) to JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA)
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
$31.49
Average Daily Volume
738
Number of Holdings
*
338
* may have additional holdings in another (foreign) market
BBSA
JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF
BBSA Description
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Bloomberg Barclays Short-Term U.S. Aggregate Bond Index. The index measures the performance of U.S. dollar denominated investment grade taxable bonds with remaining effective maturities between one and five years. The fund will invest at least 80% of its assets (net assets, plus the amount of borrowing for investment purposes) in securities included in the underlying index.Grade (RS Rating)
Last Trade
$48.73
Average Daily Volume
1,134
Number of Holdings
*
223
* may have additional holdings in another (foreign) market
Performance
| Period | HLGE | BBSA |
|---|---|---|
| 30 Days | 1.85% | 1.25% |
| 60 Days | 3.29% | 2.71% |
| 90 Days | 3.28% | 3.53% |
| 12 Months | 28.68% | 8.18% |
103 Overlapping Holdings
| Symbol | Grade | Weight in HLGE | Weight in BBSA | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.83% | 0.01% | 0.01% | |
| ABBV | C | 0.4% | 0.01% | 0.01% | |
| ADBE | F | 0.16% | 0.02% | 0.02% | |
| AEP | C | 0.15% | 0.01% | 0.01% | |
| AFL | C | 0.16% | 0.01% | 0.01% | |
| AIG | D | 0.06% | 0.05% | 0.05% | |
| ALL | B | 0.02% | 0.07% | 0.02% | |
| AMGN | B | 0.36% | 0.02% | 0.02% | |
| AMP | A | 0.12% | 0.02% | 0.02% | |
| AMZN | C | 0.97% | 0.09% | 0.09% | |
| AVB | B | 0.2% | 0.01% | 0.01% | |
| AVGO | C | 0.54% | 0.03% | 0.03% | |
| AXP | B | 0.25% | 0.07% | 0.07% | |
| BAC | D | 0.34% | 0.1% | 0.1% | |
| BK | B | 0.48% | 0.02% | 0.02% | |
| BMY | C | 0.3% | 0.02% | 0.02% | |
| C | D | 0.38% | 0.02% | 0.02% | |
| CASH | B | 0.02% | 0.01% | 0.01% | |
| CHTR | D | 0.07% | 0.03% | 0.03% | |
| CI | C | 0.41% | 0.01% | 0.01% | |
| CMCSA | D | 0.49% | 0.01% | 0.01% | |
| COF | B | 0.15% | 0.14% | 0.14% | |
| CVS | D | 0.01% | 0.01% | 0.01% | |
| DELL | D | 0.82% | 0.04% | 0.04% | |
| DHI | B | 0.12% | 0.05% | 0.05% | |
| DHR | B | 0.18% | 0.05% | 0.05% | |
| DIS | D | 0.03% | 0.03% | 0.03% | |
| DTE | C | 0.09% | 0.01% | 0.01% | |
| DUK | C | 0.34% | 0.05% | 0.05% | |
| EBAY | B | 1.06% | 0.13% | 0.13% | |
| ETR | B | 0.25% | 0.01% | 0.01% | |
| FCNCA | D | 0.14% | 0.05% | 0.05% | |
| FITB | B | 0.33% | 0.03% | 0.03% | |
| FOXA | B | 0.11% | 0.04% | 0.04% | |
| GD | B | 0.37% | 0.02% | 0.02% | |
| GILD | B | 0.51% | 0.02% | 0.02% | |
| GM | C | 0.62% | 0.13% | 0.13% | |
| GOOGL | D | 0.95% | 0.02% | 0.02% | |
| GS | C | 0.45% | 0.01% | 0.01% | |
| HBAN | B | 0.24% | 0.02% | 0.02% | |
| HCA | B | 0.46% | 0.03% | 0.03% | |
| HD | B | 0.65% | 0.01% | 0.01% | |
| HON | D | 0.22% | 0.01% | 0.01% | |
| HPE | D | 0.74% | 0.04% | 0.04% | |
| HPQ | D | 0.78% | 0.1% | 0.1% | |
| HSY | C | 0.2% | 0.04% | 0.04% | |
| HUM | F | 0.31% | 0.04% | 0.04% | |
| ICE | C | 0.12% | 0.03% | 0.03% | |
| INTC | F | 0.18% | 0.01% | 0.01% | |
| JHG | B | 0.2% | 0.01% | 0.01% | |
| JNJ | C | 0.82% | 0.11% | 0.11% | |
| KMB | D | 0.33% | 0.04% | 0.04% | |
| KO | C | 0.47% | 0.04% | 0.04% | |
| KR | C | 0.52% | 0.01% | 0.01% | |
| LLY | C | 0.64% | 0.04% | 0.04% | |
| LMT | C | 0.59% | 0.01% | 0.01% | |
| LOW | B | 0.71% | 0.02% | 0.02% | |
| MCD | B | 0.03% | 0.02% | 0.02% | |
| MCK | F | 0.6% | 0.03% | 0.03% | |
| MCO | B | 0.41% | 0.02% | 0.02% | |
| MDLZ | B | 0.05% | 0.01% | 0.01% | |
| MDT | C | 0.31% | 0.02% | 0.02% | |
| MET | B | 0.08% | 0.01% | 0.01% | |
| MMM | B | 0.02% | 0.02% | 0.02% | |
| MRK | D | 0.56% | 0.07% | 0.07% | |
| MS | D | 0.33% | 0.01% | 0.01% | |
| MSFT | C | 0.86% | 0.02% | 0.02% | |
| MTB | B | 0.35% | 0.05% | 0.05% | |
| NXPI | F | 0.87% | 0.01% | 0.01% | |
| O | C | 0.09% | 0.05% | 0.05% | |
| ORCL | C | 0.93% | 0.03% | 0.03% | |
| ORI | B | 0.13% | 0.02% | 0.02% | |
| PEG | C | 0.25% | 0.01% | 0.01% | |
| PEP | C | 0.37% | 0.01% | 0.01% | |
| PFE | C | 0.24% | 0.01% | 0.01% | |
| PG | C | 0.35% | 0.11% | 0.11% | |
| PNC | B | 0.36% | 0.03% | 0.03% | |
| PRU | C | 0.26% | 0.05% | 0.05% | |
| QCOM | D | 0.93% | 0.1% | 0.1% | |
| RF | B | 0.26% | 0.17% | 0.17% | |
| ROP | C | 0.09% | 0.01% | 0.01% | |
| RTX | C | 0.34% | 0.03% | 0.03% | |
| SF | A | 0.1% | 0.01% | 0.01% | |
| SO | B | 0.34% | 0.01% | 0.01% | |
| SPG | B | 0.17% | 0.13% | 0.13% | |
| SRE | C | 0.07% | 0.02% | 0.02% | |
| STT | B | 0.29% | 0.03% | 0.03% | |
| SYF | C | 0.19% | 0.03% | 0.03% | |
| SYK | C | 0.41% | 0.01% | 0.01% | |
| SYY | D | 0.29% | 0.03% | 0.03% | |
| T | C | 0.51% | 0.01% | 0.01% | |
| TFC | C | 0.13% | 0.02% | 0.02% | |
| TGT | C | 0.37% | 0.04% | 0.04% | |
| TMUS | C | 0.62% | 0.04% | 0.04% | |
| TXN | C | 0.91% | 0.02% | 0.02% | |
| UNH | C | 0.59% | 0.03% | 0.03% | |
| USB | B | 0.26% | 0.01% | 0.01% | |
| VTRS | D | 0.08% | 0.03% | 0.03% | |
| VZ | B | 0.38% | 0.01% | 0.01% | |
| WELL | C | 0.31% | 0.03% | 0.03% | |
| WFC | D | 0.29% | 0.01% | 0.01% | |
| WMT | C | 0.81% | 0.01% | 0.01% | |
| ZBH | F | 0.11% | 0.03% | 0.03% |
HLGE Overweight 235 Positions Relative to BBSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | B | 1.01% | |
| NVDA | D | 1.0% | |
| CARG | B | 0.98% | |
| CARS | D | 0.9% | |
| STX | C | 0.85% | |
| YELP | F | 0.83% | |
| NTAP | D | 0.82% | |
| CL | D | 0.81% | |
| PSTG | F | 0.8% | |
| CVLT | B | 0.8% | |
| CRUS | D | 0.79% | |
| JWN | C | 0.78% | |
| NOW | B | 0.78% | |
| MPWR | C | 0.78% | |
| WDC | D | 0.77% | |
| ELV | C | 0.74% | |
| MCHP | F | 0.73% | |
| VRTX | D | 0.7% | |
| MTCH | C | 0.7% | |
| FICO | B | 0.68% | |
| REGN | C | 0.67% | |
| OLED | C | 0.67% | |
| ADI | C | 0.66% | |
| DLB | F | 0.66% | |
| TJX | B | 0.65% | |
| MTD | D | 0.62% | |
| BKNG | C | 0.61% | |
| DDS | F | 0.6% | |
| FTNT | C | 0.59% | |
| PRGS | C | 0.59% | |
| AXNX | B | 0.58% | |
| PI | B | 0.58% | |
| TRIP | F | 0.55% | |
| M | F | 0.53% | |
| COST | B | 0.53% | |
| BSX | B | 0.52% | |
| SMCI | F | 0.51% | |
| PINS | F | 0.51% | |
| NFLX | B | 0.51% | |
| PANW | D | 0.48% | |
| AMED | C | 0.48% | |
| ZTS | C | 0.46% | |
| OLLI | C | 0.45% | |
| SWKS | D | 0.44% | |
| BRK.A | C | 0.44% | |
| ACI | F | 0.43% | |
| EA | D | 0.43% | |
| XRX | D | 0.41% | |
| IAC | C | 0.41% | |
| VRNS | C | 0.41% | |
| TMO | B | 0.4% | |
| A | C | 0.38% | |
| SNAP | F | 0.38% | |
| DIOD | F | 0.37% | |
| IRM | C | 0.37% | |
| ON | D | 0.36% | |
| ABT | C | 0.35% | |
| MU | F | 0.35% | |
| OGN | D | 0.35% | |
| UBER | C | 0.34% | |
| QLYS | F | 0.33% | |
| ISRG | B | 0.33% | |
| CORT | C | 0.33% | |
| EDR | A | 0.32% | |
| NVR | B | 0.32% | |
| JPM | D | 0.32% | |
| INTU | C | 0.32% | |
| COLL | C | 0.31% | |
| CW | B | 0.3% | |
| YUM | D | 0.29% | |
| ZETA | C | 0.29% | |
| TEL | D | 0.28% | |
| CALM | A | 0.28% | |
| MTSI | D | 0.28% | |
| CNC | D | 0.27% | |
| HEI | B | 0.27% | |
| CRWD | D | 0.27% | |
| QRVO | F | 0.27% | |
| UTHR | C | 0.27% | |
| PHM | B | 0.26% | |
| CDNS | D | 0.26% | |
| MCRI | C | 0.26% | |
| ADSK | C | 0.25% | |
| CB | B | 0.25% | |
| GRMN | D | 0.25% | |
| PTC | D | 0.24% | |
| RMD | C | 0.24% | |
| NYT | C | 0.23% | |
| GDDY | C | 0.23% | |
| MSGS | B | 0.23% | |
| SMTC | C | 0.23% | |
| TENB | F | 0.23% | |
| TDG | B | 0.23% | |
| HRB | C | 0.22% | |
| KTB | B | 0.22% | |
| EHC | C | 0.21% | |
| LAMR | B | 0.21% | |
| TYL | C | 0.21% | |
| PRG | A | 0.21% | |
| ZUO | F | 0.21% | |
| POWI | F | 0.21% | |
| PPL | C | 0.21% | |
| SNPS | F | 0.21% | |
| WMK | C | 0.21% | |
| FSLR | C | 0.2% | |
| EXEL | C | 0.2% | |
| CINF | C | 0.2% | |
| TSCO | C | 0.2% | |
| PGR | B | 0.2% | |
| INCY | C | 0.2% | |
| AMD | D | 0.19% | |
| ROST | C | 0.19% | |
| BJ | D | 0.19% | |
| NOC | B | 0.19% | |
| ITCI | D | 0.19% | |
| HLT | B | 0.19% | |
| ADUS | B | 0.18% | |
| PSMT | B | 0.18% | |
| LRN | B | 0.18% | |
| BOX | C | 0.18% | |
| ACIW | C | 0.18% | |
| WAT | C | 0.18% | |
| RCL | B | 0.18% | |
| KVUE | C | 0.18% | |
| VICI | C | 0.17% | |
| IMKTA | D | 0.17% | |
| CHE | C | 0.17% | |
| DGX | B | 0.16% | |
| FE | C | 0.16% | |
| KSS | F | 0.16% | |
| BDX | D | 0.15% | |
| CRVL | B | 0.15% | |
| MMSI | B | 0.15% | |
| PDCO | F | 0.15% | |
| TDC | F | 0.15% | |
| FLO | C | 0.15% | |
| ANSS | D | 0.15% | |
| SPGI | B | 0.15% | |
| BLK | B | 0.15% | |
| NHI | C | 0.15% | |
| EQR | B | 0.14% | |
| APPN | D | 0.14% | |
| LOPE | D | 0.14% | |
| WSM | D | 0.13% | |
| SHO | C | 0.13% | |
| CHD | D | 0.13% | |
| CRDO | D | 0.13% | |
| WGO | D | 0.13% | |
| SHOO | B | 0.13% | |
| ALKT | D | 0.12% | |
| HOLX | C | 0.12% | |
| TROW | D | 0.12% | |
| SQSP | A | 0.12% | |
| EIX | C | 0.11% | |
| AVT | C | 0.11% | |
| LHX | C | 0.11% | |
| EQH | C | 0.11% | |
| BKE | B | 0.11% | |
| ED | C | 0.11% | |
| SFM | B | 0.11% | |
| AGYS | D | 0.11% | |
| BBY | C | 0.11% | |
| GIS | B | 0.1% | |
| DFIN | B | 0.1% | |
| KLG | C | 0.1% | |
| VEEV | C | 0.1% | |
| JXN | A | 0.1% | |
| COKE | C | 0.1% | |
| RJF | C | 0.1% | |
| MOG.A | B | 0.1% | |
| IDXX | C | 0.1% | |
| LZB | C | 0.1% | |
| VTR | C | 0.09% | |
| JEF | B | 0.09% | |
| ETSY | F | 0.09% | |
| PJT | B | 0.08% | |
| BPOP | C | 0.08% | |
| HIMS | D | 0.08% | |
| F | F | 0.08% | |
| GOLF | D | 0.08% | |
| OFG | C | 0.07% | |
| VRSN | D | 0.07% | |
| LNTH | D | 0.07% | |
| APP | C | 0.07% | |
| UNM | B | 0.07% | |
| THO | D | 0.07% | |
| WBA | F | 0.06% | |
| CPRX | B | 0.06% | |
| ABNB | D | 0.06% | |
| DOCS | B | 0.06% | |
| VSTO | C | 0.06% | |
| EPC | F | 0.06% | |
| AEE | C | 0.06% | |
| PINC | C | 0.06% | |
| FTDR | B | 0.06% | |
| CAH | C | 0.06% | |
| ACGL | C | 0.06% | |
| LMAT | C | 0.05% | |
| PRDO | D | 0.05% | |
| WOR | D | 0.05% | |
| SGH | F | 0.05% | |
| STE | C | 0.05% | |
| NWL | C | 0.05% | |
| AXS | B | 0.05% | |
| EVR | A | 0.05% | |
| DOCU | C | 0.05% | |
| PBH | B | 0.04% | |
| CBRE | A | 0.04% | |
| HLI | B | 0.04% | |
| WEC | C | 0.04% | |
| MKL | C | 0.04% | |
| BCO | B | 0.04% | |
| ZS | F | 0.04% | |
| FHI | A | 0.04% | |
| CASY | D | 0.04% | |
| BRBR | C | 0.03% | |
| LYV | B | 0.03% | |
| LTC | C | 0.03% | |
| CTRE | C | 0.03% | |
| APO | C | 0.03% | |
| MORN | C | 0.03% | |
| CFG | C | 0.03% | |
| MANH | B | 0.03% | |
| VCTR | B | 0.03% | |
| NRG | C | 0.03% | |
| MRVL | C | 0.03% | |
| TNL | D | 0.02% | |
| WHR | D | 0.02% | |
| COLM | C | 0.02% | |
| PFBC | D | 0.02% | |
| SNEX | B | 0.02% | |
| UE | B | 0.01% | |
| PIPR | B | 0.01% | |
| CNK | C | 0.01% | |
| SIRI | C | 0.0% |
HLGE Underweight 120 Positions Relative to BBSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| AER | B | -0.39% | |
| EQIX | C | -0.3% | |
| ALLY | F | -0.23% | |
| CMI | C | -0.23% | |
| MKC | C | -0.2% | |
| IBM | B | -0.2% | |
| VLY | C | -0.18% | |
| VNT | F | -0.17% | |
| EPD | B | -0.12% | |
| APD | B | -0.1% | |
| SLB | F | -0.1% | |
| EDC | D | -0.09% | |
| OKE | B | -0.08% | |
| HSBC | B | -0.08% | |
| NTRS | A | -0.08% | |
| CCI | C | -0.07% | |
| AON | B | -0.07% | |
| GP | D | -0.07% | |
| DB | B | -0.07% | |
| BCSF | B | -0.06% | |
| FHN | D | -0.06% | |
| FRT | C | -0.06% | |
| EOG | D | -0.06% | |
| DFS | C | -0.06% | |
| D | C | -0.06% | |
| MPLX | B | -0.06% | |
| WM | D | -0.06% | |
| APTV | D | -0.05% | |
| CSX | D | -0.05% | |
| IVZ | B | -0.05% | |
| DD | B | -0.05% | |
| KMI | B | -0.05% | |
| V | C | -0.05% | |
| NKE | D | -0.05% | |
| CM | B | -0.05% | |
| GPN | D | -0.04% | |
| GE | B | -0.04% | |
| FDX | C | -0.04% | |
| ETN | C | -0.04% | |
| EL | F | -0.04% | |
| RS | D | -0.04% | |
| PYPL | B | -0.04% | |
| UPS | D | -0.04% | |
| UNP | C | -0.04% | |
| CMA | B | -0.04% | |
| BG | D | -0.04% | |
| JNPR | B | -0.04% | |
| COMM | B | -0.04% | |
| OMC | B | -0.03% | |
| SBUX | C | -0.03% | |
| BEN | F | -0.03% | |
| BXP | B | -0.03% | |
| BNS | B | -0.03% | |
| RY | B | -0.03% | |
| AMT | C | -0.03% | |
| VOYA | B | -0.02% | |
| TSN | C | -0.02% | |
| PSX | F | -0.02% | |
| NI | B | -0.02% | |
| MPC | F | -0.02% | |
| MHK | C | -0.02% | |
| MAA | B | -0.02% | |
| MA | B | -0.02% | |
| KMPR | D | -0.02% | |
| K | B | -0.02% | |
| FIS | B | -0.02% | |
| AWH | F | -0.02% | |
| AGR | B | -0.02% | |
| CE | F | -0.02% | |
| CARR | B | -0.02% | |
| BRX | B | -0.02% | |
| DXC | C | -0.02% | |
| CPB | C | -0.02% | |
| PCG | C | -0.02% | |
| SCHW | D | -0.02% | |
| FNA | F | -0.02% | |
| XOM | C | -0.02% | |
| R | A | -0.02% | |
| BERY | B | -0.01% | |
| KD | D | -0.01% | |
| PCAR | D | -0.01% | |
| EQNR | F | -0.01% | |
| AWK | B | -0.01% | |
| AZN | D | -0.01% | |
| AL | D | -0.01% | |
| CME | C | -0.01% | |
| ESS | B | -0.01% | |
| CSCO | C | -0.01% | |
| COP | D | -0.01% | |
| HAS | B | -0.01% | |
| GSK | C | -0.01% | |
| GBDC | C | -0.01% | |
| WU | F | -0.01% | |
| WRK | C | -0.01% | |
| SCCO | D | -0.01% | |
| JBHT | D | -0.01% | |
| NSC | C | -0.01% | |
| MOS | F | -0.01% | |
| MO | C | -0.01% | |
| MAR | C | -0.01% | |
| LUV | C | -0.01% | |
| LII | B | -0.01% | |
| LDOS | B | -0.01% | |
| VOD | C | -0.01% | |
| ES | C | -0.01% | |
| ET | B | -0.01% | |
| PPG | D | -0.01% | |
| NEE | C | -0.01% | |
| KDP | B | -0.01% | |
| EXC | C | -0.01% | |
| DE | B | -0.01% | |
| PM | C | -0.01% | |
| CAT | B | -0.01% | |
| BMO | C | -0.01% | |
| BA | F | -0.01% | |
| WMB | B | -0.01% | |
| CVX | D | -0.01% | |
| TD | B | -0.01% | |
| FR | B | -0.01% | |
| FN | D | -0.01% |
HLGE: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Asset Management
Banks - Regional - US
Capital Markets
Software - Infrastructure
Internet Content & Information
Utilities - Regulated Electric
Diagnostics & Research
Drug Manufacturers - Major
Aerospace & Defense
Biotechnology
Household & Personal Products
Medical Instruments & Supplies
Specialty Retail
Grocery Stores
Health Care Plans
Insurance - Property & Casualty
Medical Devices
Data Storage
BBSA: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Drug Manufacturers - Major
Banks - Global
Credit Services
Utilities - Regulated Electric
Oil & Gas Midstream
Capital Markets
Diversified Industrials
Semiconductors
Telecom Services
Utilities - Diversified
Aerospace & Defense
Communication Equipment
Health Care Plans
Information Technology Services
Medical Devices
REIT - Retail
Beverages - Soft Drinks
Chemicals
Compare ETFs
