HLGE vs. CDEI ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI)
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
CDEI

Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF

CDEI Description Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$72.40

Average Daily Volume

644

Number of Holdings *

370

* may have additional holdings in another (foreign) market
Performance
Period HLGE CDEI
30 Days 3.61% 1.83%
60 Days 3.94% 4.03%
90 Days 5.95% 4.65%
12 Months 29.57% 24.85%
134 Overlapping Holdings
Symbol Grade Weight in HLGE Weight in CDEI Overlap
A D 0.35% 0.11% 0.11%
AAPL C 0.82% 10.52% 0.82%
ABBV D 0.33% 0.91% 0.33%
ABT B 0.33% 0.6% 0.33%
ACGL D 0.06% 0.11% 0.06%
ADBE C 0.14% 0.71% 0.14%
ADI D 0.6% 0.32% 0.32%
ADSK A 0.28% 0.2% 0.2%
AIG B 0.06% 0.15% 0.06%
ALL A 0.02% 0.16% 0.02%
AMD F 0.16% 0.68% 0.16%
AMGN D 0.3% 0.48% 0.3%
AMP A 0.15% 0.17% 0.15%
ANSS B 0.16% 0.09% 0.09%
AVGO D 0.53% 2.36% 0.53%
AXP A 0.27% 0.5% 0.27%
BAC A 0.38% 0.94% 0.38%
BBY D 0.1% 0.06% 0.06%
BDX F 0.13% 0.2% 0.13%
BK A 0.52% 0.17% 0.17%
BKNG A 0.74% 0.51% 0.51%
BMY B 0.35% 0.36% 0.35%
BSX B 0.52% 0.39% 0.39%
C A 0.44% 0.39% 0.39%
CASY A 0.04% 0.04% 0.04%
CFG B 0.03% 0.06% 0.03%
CI F 0.35% 0.27% 0.27%
CL D 0.67% 0.23% 0.23%
CMCSA B 0.54% 0.51% 0.51%
CNC D 0.2% 0.09% 0.09%
COF B 0.19% 0.21% 0.19%
COLM B 0.02% 0.01% 0.01%
CRUS D 0.57% 0.02% 0.02%
CRWD B 0.35% 0.24% 0.24%
CVLT B 0.89% 0.02% 0.02%
CVS D 0.01% 0.21% 0.01%
DELL C 0.94% 0.12% 0.12%
DHR F 0.15% 0.48% 0.15%
DIS B 0.04% 0.6% 0.04%
DOCU A 0.07% 0.05% 0.05%
DTE C 0.08% 0.07% 0.07%
EA A 0.47% 0.12% 0.12%
EBAY D 1.01% 0.09% 0.09%
ELV F 0.53% 0.29% 0.29%
EQH B 0.12% 0.05% 0.05%
ETSY D 0.09% 0.02% 0.02%
FICO B 0.81% 0.17% 0.17%
FITB A 0.37% 0.1% 0.1%
FLO D 0.14% 0.01% 0.01%
FSLR F 0.16% 0.06% 0.06%
GEN B 0.41% 0.05% 0.05%
GILD C 0.54% 0.35% 0.35%
GIS D 0.08% 0.11% 0.08%
GOOGL C 1.03% 5.91% 1.03%
HBAN A 0.28% 0.08% 0.08%
HD A 0.67% 1.22% 0.67%
HLT A 0.21% 0.18% 0.18%
HOLX D 0.11% 0.05% 0.05%
HPE B 0.89% 0.08% 0.08%
HPQ B 0.82% 0.11% 0.11%
HSY F 0.17% 0.08% 0.08%
ICE C 0.11% 0.27% 0.11%
IDXX F 0.08% 0.1% 0.08%
INTC D 0.23% 0.32% 0.23%
INTU C 0.33% 0.58% 0.33%
JEF A 0.11% 0.04% 0.04%
JHG A 0.24% 0.02% 0.02%
JPM A 0.36% 2.08% 0.36%
KMB D 0.3% 0.13% 0.13%
KO D 0.41% 0.74% 0.41%
KR B 0.54% 0.13% 0.13%
LLY F 0.52% 2.03% 0.52%
LOW D 0.73% 0.47% 0.47%
M D 0.53% 0.01% 0.01%
MCO B 0.4% 0.23% 0.23%
MDLZ F 0.04% 0.26% 0.04%
MDT D 0.28% 0.33% 0.28%
MET A 0.08% 0.15% 0.08%
MORN B 0.03% 0.03% 0.03%
MRK F 0.46% 0.76% 0.46%
MSFT F 0.83% 9.49% 0.83%
MU D 0.38% 0.33% 0.33%
NFLX A 0.6% 1.08% 0.6%
NOW A 0.88% 0.65% 0.65%
NRG B 0.04% 0.06% 0.04%
NTAP C 0.79% 0.07% 0.07%
NVDA C 1.17% 10.49% 1.17%
O D 0.08% 0.15% 0.08%
OGN D 0.25% 0.01% 0.01%
ON D 0.34% 0.09% 0.09%
ORI A 0.14% 0.03% 0.03%
PANW C 0.52% 0.38% 0.38%
PEG A 0.25% 0.13% 0.13%
PEP F 0.33% 0.69% 0.33%
PFE D 0.21% 0.45% 0.21%
PINS D 0.49% 0.05% 0.05%
PRU A 0.27% 0.14% 0.14%
QCOM F 0.89% 0.55% 0.55%
REGN F 0.43% 0.25% 0.25%
RF A 0.29% 0.07% 0.07%
RJF A 0.13% 0.09% 0.09%
SPG B 0.18% 0.17% 0.17%
SPGI C 0.14% 0.48% 0.14%
SRE A 0.08% 0.17% 0.08%
STE F 0.04% 0.07% 0.04%
STX D 0.79% 0.06% 0.06%
SYF B 0.25% 0.08% 0.08%
SYK C 0.4% 0.42% 0.4%
SYY B 0.27% 0.11% 0.11%
T A 0.5% 0.48% 0.48%
TENB C 0.24% 0.01% 0.01%
TFC A 0.13% 0.19% 0.13%
TGT F 0.37% 0.21% 0.21%
THO B 0.08% 0.02% 0.02%
TJX A 0.63% 0.41% 0.41%
TMO F 0.33% 0.62% 0.33%
TMUS B 0.7% 0.35% 0.35%
TSCO D 0.19% 0.09% 0.09%
TYL B 0.21% 0.08% 0.08%
UNH C 0.57% 1.66% 0.57%
UNM A 0.09% 0.04% 0.04%
USB A 0.28% 0.24% 0.24%
VEEV C 0.1% 0.1% 0.1%
VRSN F 0.07% 0.05% 0.05%
VRTX F 0.68% 0.38% 0.38%
VTR C 0.08% 0.08% 0.08%
VZ C 0.34% 0.52% 0.34%
WAT B 0.2% 0.07% 0.07%
WDC D 0.74% 0.06% 0.06%
WELL A 0.3% 0.25% 0.25%
WHR B 0.02% 0.02% 0.02%
WMT A 0.82% 1.11% 0.82%
YUM B 0.28% 0.12% 0.12%
ZTS D 0.41% 0.24% 0.24%
HLGE Overweight 205 Positions Relative to CDEI
Symbol Grade Weight
CARG C 1.18%
META D 1.06%
AMZN C 1.05%
ORCL B 1.03%
CARS B 0.94%
TXN C 0.92%
YELP C 0.86%
NXPI D 0.83%
PSTG D 0.79%
JWN C 0.76%
DDS B 0.75%
GM B 0.74%
JNJ D 0.73%
FTNT C 0.72%
MCK B 0.68%
DLB B 0.66%
PRGS A 0.66%
MCHP D 0.6%
MTCH D 0.6%
TRIP F 0.57%
AXNX C 0.57%
PI D 0.56%
LMT D 0.54%
OLED D 0.53%
GS A 0.53%
MTD D 0.53%
COST B 0.51%
CORT B 0.49%
MPWR F 0.48%
MS A 0.44%
BRK.A B 0.44%
AMED F 0.43%
MTB A 0.43%
SNAP C 0.42%
ACI C 0.41%
PNC B 0.41%
OLLI D 0.41%
VRNS D 0.39%
HCA F 0.39%
WFC A 0.39%
QLYS C 0.38%
IAC D 0.36%
CALM A 0.36%
SWKS F 0.36%
ISRG A 0.35%
GD F 0.35%
IRM D 0.35%
CW B 0.34%
UBER D 0.34%
MTSI B 0.34%
XRX F 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%
UTHR C 0.3%
NVR D 0.3%
HEI B 0.28%
GRMN B 0.28%
MCRI A 0.28%
CDNS B 0.28%
ETR B 0.28%
GDDY A 0.27%
SMTC B 0.26%
PTC A 0.26%
KTB B 0.26%
RCL A 0.25%
EXEL B 0.25%
HUM C 0.25%
INCY 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%
HON B 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%
EHC B 0.21%
BJ A 0.2%
SMCI F 0.2%
LAMR D 0.2%
PGR A 0.2%
HRB D 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%
AVB B 0.18%
ROST C 0.17%
NOC D 0.17%
PSMT C 0.17%
DGX A 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%
KSS F 0.15%
SFM A 0.15%
AFL B 0.15%
MMSI B 0.15%
TDC D 0.15%
FOXA B 0.14%
NHI D 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%
AEP D 0.13%
TROW B 0.13%
WSM B 0.12%
BKE B 0.12%
SHO C 0.12%
JXN C 0.12%
LZB B 0.11%
AVT C 0.11%
MOG.A B 0.11%
LHX C 0.11%
ZBH C 0.11%
ED D 0.1%
PJT A 0.1%
EIX B 0.1%
HIMS B 0.1%
DHI D 0.1%
KLG C 0.09%
COKE C 0.09%
CHTR C 0.08%
VTRS A 0.08%
F C 0.08%
DFIN D 0.08%
GOLF B 0.08%
ROP B 0.08%
PINC B 0.07%
FTDR A 0.07%
BPOP B 0.07%
DOCS C 0.07%
AXS A 0.06%
PRDO B 0.06%
CPRX C 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%
WEC A 0.04%
VCTR B 0.04%
CBRE B 0.04%
PBH A 0.04%
MRVL B 0.04%
APO B 0.04%
MKL A 0.04%
WOR 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%
LYV A 0.03%
MCD D 0.03%
MANH D 0.03%
BCO D 0.03%
MMM D 0.02%
TNL A 0.02%
CASH A 0.02%
ANIP F 0.01%
UE C 0.01%
AMG B 0.01%
PIPR B 0.01%
HLGE Underweight 236 Positions Relative to CDEI
Symbol Grade Weight
V A -1.56%
MA C -1.3%
CRM B -0.94%
CSCO B -0.7%
ACN C -0.69%
IBM C -0.58%
NEE D -0.47%
ETN A -0.44%
UNP C -0.43%
FI A -0.37%
ADP B -0.37%
SCHW B -0.36%
MMC B -0.33%
SBUX A -0.33%
ANET C -0.3%
DE A -0.3%
LRCX F -0.29%
AMT D -0.28%
TT A -0.28%
PYPL B -0.27%
WM A -0.27%
PH A -0.27%
EQIX A -0.26%
APH A -0.26%
MSI B -0.25%
AON A -0.24%
CME A -0.24%
EMR A -0.22%
FDX B -0.2%
MAR B -0.2%
ECL D -0.19%
CARR D -0.19%
DLR B -0.18%
TRV B -0.18%
TTD B -0.17%
JCI C -0.17%
FIS C -0.15%
CMI A -0.15%
CPRT A -0.15%
CCI D -0.14%
FAST B -0.14%
PWR A -0.14%
IR B -0.13%
DAL C -0.13%
BKR B -0.13%
RSG A -0.13%
DFS B -0.13%
EXC C -0.12%
XEL A -0.12%
EW C -0.12%
TEAM A -0.12%
OTIS C -0.12%
IT C -0.12%
HUBS A -0.11%
KDP D -0.11%
IQV D -0.11%
NDAQ A -0.1%
EFX F -0.1%
ALNY D -0.1%
ROK B -0.1%
HIG B -0.1%
WAB B -0.1%
XYL D -0.09%
CSGP D -0.09%
AWK D -0.08%
FTV C -0.08%
BR A -0.08%
DECK A -0.08%
ES D -0.07%
WY D -0.07%
EME C -0.07%
LPLA A -0.07%
BIIB F -0.07%
WST C -0.07%
PODD C -0.06%
BAH F -0.06%
PFG D -0.06%
CMS C -0.06%
ZBRA B -0.06%
OMC C -0.06%
CLX B -0.06%
IFF D -0.06%
CBOE B -0.06%
NTRS A -0.06%
K A -0.06%
RGA A -0.05%
EL F -0.05%
Z A -0.05%
LNT A -0.05%
ALGN D -0.05%
USFD A -0.05%
BAX D -0.05%
NTNX A -0.05%
KIM A -0.05%
TWLO A -0.05%
BURL A -0.05%
OC A -0.05%
DG F -0.05%
EXPD D -0.05%
XPO B -0.05%
TER D -0.05%
TRMB B -0.05%
MAS D -0.05%
IEX B -0.05%
WSO A -0.05%
KEY B -0.05%
DAY B -0.04%
SCI B -0.04%
HST C -0.04%
NVT B -0.04%
ALLE D -0.04%
ITT A -0.04%
JLL D -0.04%
JKHY D -0.04%
JNPR F -0.04%
RNR C -0.04%
ELS C -0.04%
CLH B -0.04%
PFGC B -0.04%
AKAM D -0.04%
SWK D -0.04%
CAG D -0.04%
TXRH C -0.04%
POOL C -0.04%
MRNA F -0.04%
EPAM C -0.04%
AVTR F -0.04%
DT C -0.04%
DLTR F -0.04%
EWBC A -0.04%
SOFI A -0.04%
APTV D -0.04%
ACM A -0.04%
AMCR D -0.04%
TW A -0.04%
DOC D -0.04%
HSIC B -0.03%
CFR B -0.03%
TTC D -0.03%
MOS F -0.03%
MEDP D -0.03%
GPK C -0.03%
BILL A -0.03%
WTFC A -0.03%
BRX A -0.03%
ZION B -0.03%
SNX C -0.03%
PEN B -0.03%
AAON B -0.03%
PCTY B -0.03%
REXR F -0.03%
CMA A -0.03%
TPX B -0.03%
FBIN D -0.03%
GL B -0.03%
RPRX D -0.03%
PRI A -0.03%
CIEN B -0.03%
AES F -0.03%
MKTX D -0.03%
OHI C -0.03%
AFG A -0.03%
AIT A -0.03%
CUBE D -0.03%
CCK C -0.03%
TTEK F -0.03%
IPG D -0.03%
DKS C -0.03%
BLD D -0.03%
PAYC B -0.03%
LECO B -0.03%
SJM D -0.03%
RDN C -0.02%
INSP D -0.02%
GATX A -0.02%
ITRI B -0.02%
BC C -0.02%
APPF B -0.02%
LEA D -0.02%
BCPC B -0.02%
PVH C -0.02%
CROX D -0.02%
SUM B -0.02%
LNC B -0.02%
BPMC C -0.02%
COOP B -0.02%
IDA A -0.02%
LYFT C -0.02%
MTG C -0.02%
SAIC F -0.02%
FAF A -0.02%
MTH D -0.02%
MAT D -0.02%
AWI A -0.02%
DBX B -0.02%
MTN C -0.02%
BMI B -0.02%
RHP B -0.02%
AZEK A -0.02%
ALK C -0.02%
HALO F -0.02%
BBWI D -0.02%
FMC D -0.02%
H B -0.02%
CADE B -0.02%
ATI D -0.02%
ELAN D -0.02%
ONB B -0.02%
FCN D -0.02%
PARA C -0.02%
EXLS B -0.02%
MIDD C -0.02%
GTLS B -0.02%
BIO D -0.02%
G B -0.02%
VFC C -0.02%
RHI B -0.02%
TREX C -0.02%
MKSI C -0.02%
NNN D -0.02%
BWA D -0.02%
SNV B -0.02%
SKX D -0.02%
HQY B -0.02%
AGR B -0.01%
CWEN C -0.01%
TNET D -0.01%
ASH D -0.01%
CHH A -0.01%
FELE B -0.01%
SLGN A -0.01%
CELH F -0.01%
SWX B -0.01%
POR C -0.01%
MMS F -0.01%
SON D -0.01%
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