HLGE vs. EFIV ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to SPDR S&P 500 ESG ETF (EFIV)

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

EFIV

SPDR S&P 500 ESG ETF

EFIV Description

• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

Grade (RS Rating)

Last Trade

$57.77

Average Daily Volume

109,257

Number of Holdings ^*

313

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	EFIV
30 Days	3.61%	2.81%
60 Days	3.94%	4.79%
90 Days	5.95%	5.59%
12 Months	29.57%	30.64%

121 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in EFIV	Overlap
A	D	0.35%	0.11%	0.11%
AAPL	C	0.82%	9.53%	0.82%
ABBV	D	0.33%	0.84%	0.33%
ABT	B	0.33%	0.56%	0.33%
ACGL	D	0.06%	0.11%	0.06%
ADBE	C	0.14%	0.66%	0.14%
ADSK	A	0.28%	0.19%	0.19%
AFL	B	0.15%	0.16%	0.15%
AIG	B	0.06%	0.14%	0.06%
ALL	A	0.02%	0.15%	0.02%
AMD	F	0.16%	0.63%	0.16%
AMGN	D	0.3%	0.45%	0.3%
AMP	A	0.15%	0.15%	0.15%
AVB	B	0.18%	0.09%	0.09%
AXP	A	0.27%	0.45%	0.27%
BAC	A	0.38%	0.86%	0.38%
BBY	D	0.1%	0.05%	0.05%
BDX	F	0.13%	0.19%	0.13%
BK	A	0.52%	0.16%	0.16%
BLK	C	0.18%	0.4%	0.18%
BMY	B	0.35%	0.33%	0.33%
BSX	B	0.52%	0.36%	0.36%
C	A	0.44%	0.37%	0.37%
CAH	B	0.06%	0.09%	0.06%
CB	C	0.24%	0.3%	0.24%
CBRE	B	0.04%	0.11%	0.04%
CFG	B	0.03%	0.06%	0.03%
CI	F	0.35%	0.26%	0.26%
CL	D	0.67%	0.21%	0.21%
CMCSA	B	0.54%	0.47%	0.47%
CNC	D	0.2%	0.09%	0.09%
COF	B	0.19%	0.2%	0.19%
COR	B	0.24%	0.12%	0.12%
COST	B	0.51%	1.15%	0.51%
CVS	D	0.01%	0.19%	0.01%
DGX	A	0.16%	0.05%	0.05%
DHI	D	0.1%	0.13%	0.1%
DHR	F	0.15%	0.43%	0.15%
DIS	B	0.04%	0.52%	0.04%
EA	A	0.47%	0.11%	0.11%
EBAY	D	1.01%	0.08%	0.08%
ED	D	0.1%	0.09%	0.09%
EIX	B	0.1%	0.09%	0.09%
ELV	F	0.53%	0.27%	0.27%
EQR	B	0.13%	0.07%	0.07%
ETR	B	0.28%	0.09%	0.09%
FITB	A	0.37%	0.09%	0.09%
GILD	C	0.54%	0.32%	0.32%
GIS	D	0.08%	0.1%	0.08%
GM	B	0.74%	0.18%	0.18%
GOOGL	C	1.03%	2.92%	1.03%
GS	A	0.53%	0.52%	0.52%
HBAN	A	0.28%	0.07%	0.07%
HD	A	0.67%	1.13%	0.67%
HLT	A	0.21%	0.17%	0.17%
HOLX	D	0.11%	0.05%	0.05%
HPE	B	0.89%	0.08%	0.08%
HPQ	B	0.82%	0.1%	0.1%
HSY	F	0.17%	0.08%	0.08%
HUM	C	0.25%	0.1%	0.1%
ICE	C	0.11%	0.25%	0.11%
IDXX	F	0.08%	0.1%	0.08%
INCY	C	0.24%	0.04%	0.04%
INTC	D	0.23%	0.3%	0.23%
IRM	D	0.35%	0.09%	0.09%
JPM	A	0.36%	1.91%	0.36%
KO	D	0.41%	0.68%	0.41%
KR	B	0.54%	0.11%	0.11%
LLY	F	0.52%	1.79%	0.52%
LOW	D	0.73%	0.43%	0.43%
MCD	D	0.03%	0.59%	0.03%
MCO	B	0.4%	0.21%	0.21%
MDLZ	F	0.04%	0.25%	0.04%
MDT	D	0.28%	0.31%	0.28%
MET	A	0.08%	0.13%	0.08%
MRK	F	0.46%	0.7%	0.46%
MS	A	0.44%	0.46%	0.44%
MSFT	F	0.83%	8.8%	0.83%
MTB	A	0.43%	0.1%	0.1%
MTD	D	0.53%	0.07%	0.07%
MU	D	0.38%	0.31%	0.31%
NVDA	C	1.17%	10.02%	1.17%
ON	D	0.34%	0.08%	0.08%
PEG	A	0.25%	0.12%	0.12%
PEP	F	0.33%	0.63%	0.33%
PG	A	0.32%	1.09%	0.32%
PHM	D	0.23%	0.07%	0.07%
PNC	B	0.41%	0.23%	0.23%
PRU	A	0.27%	0.12%	0.12%
QCOM	F	0.89%	0.5%	0.5%
RCL	A	0.25%	0.15%	0.15%
REGN	F	0.43%	0.24%	0.24%
RF	A	0.29%	0.07%	0.07%
RJF	A	0.13%	0.08%	0.08%
RMD	C	0.22%	0.1%	0.1%
ROST	C	0.17%	0.13%	0.13%
SPGI	C	0.14%	0.45%	0.14%
SRE	A	0.08%	0.16%	0.08%
STT	A	0.31%	0.08%	0.08%
SYF	B	0.25%	0.07%	0.07%
SYK	C	0.4%	0.37%	0.37%
SYY	B	0.27%	0.11%	0.11%
T	A	0.5%	0.45%	0.45%
TFC	A	0.13%	0.17%	0.13%
TGT	F	0.37%	0.2%	0.2%
TJX	A	0.63%	0.38%	0.38%
TMUS	B	0.7%	0.33%	0.33%
TROW	B	0.13%	0.07%	0.07%
TSCO	D	0.19%	0.08%	0.08%
UBER	D	0.34%	0.42%	0.34%
UNH	C	0.57%	1.56%	0.57%
USB	A	0.28%	0.22%	0.22%
VTR	C	0.08%	0.07%	0.07%
WAT	B	0.2%	0.06%	0.06%
WBA	F	0.05%	0.02%	0.02%
WDC	D	0.74%	0.06%	0.06%
WELL	A	0.3%	0.22%	0.22%
WMT	A	0.82%	1.03%	0.82%
YUM	B	0.28%	0.11%	0.11%
ZBH	C	0.11%	0.06%	0.06%
ZTS	D	0.41%	0.22%	0.22%

HLGE Overweight 218 Positions Relative to EFIV

Symbol	Grade	Weight
CARG	C	1.18%
META	D	1.06%
AMZN	C	1.05%
ORCL	B	1.03%
DELL	C	0.94%
CARS	B	0.94%
TXN	C	0.92%
CVLT	B	0.89%
NOW	A	0.88%
YELP	C	0.86%
NXPI	D	0.83%
FICO	B	0.81%
PSTG	D	0.79%
STX	D	0.79%
NTAP	C	0.79%
JWN	C	0.76%
DDS	B	0.75%
BKNG	A	0.74%
JNJ	D	0.73%
FTNT	C	0.72%
VRTX	F	0.68%
MCK	B	0.68%
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%
LMT	D	0.54%
OLED	D	0.53%
AVGO	D	0.53%
M	D	0.53%
PANW	C	0.52%
CORT	B	0.49%
PINS	D	0.49%
MPWR	F	0.48%
BRK.A	B	0.44%
AMED	F	0.43%
SNAP	C	0.42%
ACI	C	0.41%
OLLI	D	0.41%
GEN	B	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%
CRWD	B	0.35%
ISRG	A	0.35%
GD	F	0.35%
CW	B	0.34%
VZ	C	0.34%
MTSI	B	0.34%
XRX	F	0.33%
INTU	C	0.33%
TMO	F	0.33%
SO	D	0.32%
DIOD	D	0.32%
RTX	C	0.32%
DUK	C	0.31%
EDR	A	0.31%
UTHR	C	0.3%
KMB	D	0.3%
NVR	D	0.3%
HEI	B	0.28%
GRMN	B	0.28%
MCRI	A	0.28%
CDNS	B	0.28%
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%
SNPS	B	0.24%
JHG	A	0.24%
MSGS	A	0.24%
COLL	F	0.24%
WMK	C	0.23%
ZUO	B	0.23%
HON	B	0.23%
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%
TYL	B	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%
SPG	B	0.18%
ZETA	D	0.18%
FCNCA	A	0.18%
KVUE	A	0.18%
APP	B	0.18%
NOC	D	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%
QRVO	F	0.16%
CHE	D	0.16%
IMKTA	C	0.16%
VICI	C	0.15%
KSS	F	0.15%
SFM	A	0.15%
MMSI	B	0.15%
TDC	D	0.15%
ORI	A	0.14%
FOXA	B	0.14%
NHI	D	0.14%
PDCO	D	0.14%
FLO	D	0.14%
WGO	C	0.14%
ALKT	B	0.14%
FE	C	0.14%
SF	B	0.13%
SHOO	D	0.13%
AGYS	A	0.13%
CHD	B	0.13%
AEP	D	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%
LHX	C	0.11%
VEEV	C	0.1%
PJT	A	0.1%
HIMS	B	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%
THO	B	0.08%
DTE	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%
VRSN	F	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%
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%
FHI	A	0.05%
LMAT	A	0.05%
LNTH	D	0.05%
EPC	D	0.05%
NRG	B	0.04%
WEC	A	0.04%
VCTR	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%
LYV	A	0.03%
MANH	D	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%
ANIP	F	0.01%
UE	C	0.01%
AMG	B	0.01%
PIPR	B	0.01%

HLGE Underweight 192 Positions Relative to EFIV

Symbol	Grade	Weight
TSLA	B	-2.55%
GOOG	C	-2.42%
XOM	B	-1.5%
V	A	-1.44%
MA	C	-1.2%
CRM	B	-0.92%
CVX	A	-0.75%
CSCO	B	-0.66%
ACN	C	-0.65%
LIN	D	-0.61%
GE	D	-0.55%
CAT	B	-0.52%
AMAT	F	-0.42%
NEE	D	-0.42%
UNP	C	-0.41%
ETN	A	-0.41%
ADP	B	-0.35%
FI	A	-0.34%
SCHW	B	-0.33%
SBUX	A	-0.32%
MMC	B	-0.31%
PLD	D	-0.3%
DE	A	-0.28%
LRCX	F	-0.27%
UPS	C	-0.27%
NKE	D	-0.26%
TT	A	-0.26%
PYPL	B	-0.25%
SHW	A	-0.25%
PH	A	-0.25%
AMT	D	-0.25%
EQIX	A	-0.24%
KLAC	D	-0.24%
CMG	B	-0.23%
CME	A	-0.23%
WM	A	-0.23%
AON	A	-0.23%
ITW	B	-0.21%
EMR	A	-0.21%
CTAS	B	-0.21%
CSX	B	-0.2%
MAR	B	-0.19%
WMB	A	-0.19%
APD	A	-0.19%
ECL	D	-0.18%
OKE	A	-0.18%
CARR	D	-0.18%
AJG	B	-0.18%
NSC	B	-0.17%
PCAR	B	-0.17%
SLB	C	-0.17%
FCX	D	-0.17%
JCI	C	-0.16%
URI	B	-0.16%
TRV	B	-0.16%
GWW	B	-0.15%
PSA	D	-0.15%
MPC	D	-0.15%
PSX	C	-0.15%
DLR	B	-0.15%
FIS	C	-0.14%
MSCI	C	-0.14%
CMI	A	-0.14%
KMI	A	-0.14%
AME	A	-0.13%
PAYX	C	-0.13%
NEM	D	-0.13%
PWR	A	-0.13%
DAL	C	-0.12%
IR	B	-0.12%
TRGP	B	-0.12%
BKR	B	-0.12%
AXON	A	-0.12%
RSG	A	-0.12%
DFS	B	-0.12%
VLO	C	-0.12%
KDP	D	-0.11%
EXC	C	-0.11%
HES	B	-0.11%
CTVA	C	-0.11%
EW	C	-0.11%
OTIS	C	-0.11%
VRSK	A	-0.11%
HIG	B	-0.1%
OXY	D	-0.1%
WAB	B	-0.1%
EXR	D	-0.1%
LULU	C	-0.1%
CSGP	D	-0.09%
DOW	F	-0.09%
WTW	B	-0.09%
ROK	B	-0.09%
NDAQ	A	-0.09%
FANG	D	-0.09%
DECK	A	-0.08%
DOV	A	-0.08%
KHC	F	-0.08%
PPG	F	-0.08%
TTWO	A	-0.08%
GPN	B	-0.08%
XYL	D	-0.08%
HUBB	B	-0.07%
BIIB	F	-0.07%
DVN	F	-0.07%
CCL	B	-0.07%
ADM	D	-0.07%
SW	A	-0.07%
EQT	B	-0.07%
AWK	D	-0.07%
CPAY	A	-0.07%
BR	A	-0.07%
HAL	C	-0.07%
FTV	C	-0.07%
OMC	C	-0.06%
CBOE	B	-0.06%
NTRS	A	-0.06%
LYB	F	-0.06%
ES	D	-0.06%
K	A	-0.06%
WY	D	-0.06%
EXPE	B	-0.06%
IFF	D	-0.06%
SBAC	D	-0.06%
AVY	D	-0.05%
KIM	A	-0.05%
BAX	D	-0.05%
ARE	D	-0.05%
GPC	D	-0.05%
MAS	D	-0.05%
LVS	C	-0.05%
PNR	A	-0.05%
KEY	B	-0.05%
IEX	B	-0.05%
TSN	B	-0.05%
FDS	B	-0.05%
PFG	D	-0.05%
ULTA	F	-0.05%
BALL	D	-0.05%
MKC	D	-0.05%
JKHY	D	-0.04%
ALB	C	-0.04%
POOL	C	-0.04%
CHRW	C	-0.04%
SWK	D	-0.04%
CAG	D	-0.04%
AKAM	D	-0.04%
UDR	B	-0.04%
MRNA	F	-0.04%
AMCR	D	-0.04%
EL	F	-0.04%
RVTY	F	-0.04%
APTV	D	-0.04%
JBHT	C	-0.04%
DOC	D	-0.04%
CF	B	-0.04%
EG	C	-0.04%
TFX	F	-0.03%
GL	B	-0.03%
MKTX	D	-0.03%
LKQ	D	-0.03%
NWSA	B	-0.03%
CRL	C	-0.03%
IPG	D	-0.03%
AIZ	A	-0.03%
TAP	C	-0.03%
LW	C	-0.03%
BXP	D	-0.03%
SJM	D	-0.03%
TPR	B	-0.03%
NCLH	B	-0.03%
REG	B	-0.03%
KMX	B	-0.03%
ALLE	D	-0.03%
DAY	B	-0.03%
HST	C	-0.03%
PARA	C	-0.02%
BEN	C	-0.02%
FMC	D	-0.02%
DVA	B	-0.02%
MHK	D	-0.02%
BWA	D	-0.02%
IVZ	B	-0.02%
WYNN	D	-0.02%
RL	B	-0.02%
HAS	D	-0.02%
MOS	F	-0.02%
CZR	F	-0.02%
FRT	B	-0.02%
CPB	D	-0.02%
MGM	D	-0.02%
HRL	D	-0.02%
NWS	B	-0.01%