HLGE vs. ESGU ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to iShares MSCI USA ESG Optimized ETF (ESGU)

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

$31.64

Average Daily Volume

795

Number of Holdings ^*

339

* may have additional holdings in another (foreign) market

ESGU

iShares MSCI USA ESG Optimized ETF

ESGU Description

The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.

Grade (RS Rating)

Last Trade

$125.67

Average Daily Volume

518,114

Number of Holdings ^*

284

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	ESGU
30 Days	1.89%	2.90%
60 Days	3.27%	5.43%
90 Days	3.96%	5.69%
12 Months	31.02%	35.21%

127 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in ESGU	Overlap
A	C	0.38%	0.13%	0.13%
AAPL	C	0.8%	6.49%	0.8%
ABBV	B	0.4%	0.49%	0.4%
ACGL	B	0.07%	0.14%	0.07%
ADBE	F	0.14%	0.6%	0.14%
ADI	C	0.65%	0.14%	0.14%
ADSK	B	0.26%	0.34%	0.26%
AFL	A	0.16%	0.12%	0.12%
AMD	C	0.18%	0.52%	0.18%
AMGN	D	0.36%	0.45%	0.36%
AMZN	C	0.95%	3.51%	0.95%
ANSS	D	0.15%	0.21%	0.15%
AVGO	C	0.53%	1.46%	0.53%
AXP	B	0.25%	0.42%	0.25%
BAC	D	0.34%	0.58%	0.34%
BBY	A	0.11%	0.17%	0.11%
BK	B	0.49%	0.39%	0.39%
BKNG	B	0.61%	0.29%	0.29%
BLK	B	0.16%	0.11%	0.11%
BMY	C	0.31%	0.16%	0.16%
BRK.A	C	0.44%	0.41%	0.41%
C	C	0.38%	0.32%	0.32%
CAH	C	0.06%	0.15%	0.06%
CBRE	B	0.04%	0.17%	0.04%
CDNS	D	0.26%	0.21%	0.21%
CHD	C	0.13%	0.2%	0.13%
CI	C	0.41%	0.31%	0.31%
CL	C	0.8%	0.1%	0.1%
CMCSA	C	0.48%	0.19%	0.19%
CNC	D	0.27%	0.1%	0.1%
COF	B	0.15%	0.1%	0.1%
COST	C	0.52%	0.81%	0.52%
DELL	C	0.83%	0.1%	0.1%
DGX	B	0.16%	0.14%	0.14%
DHI	C	0.12%	0.1%	0.1%
DHR	B	0.18%	0.38%	0.18%
DIS	D	0.03%	0.39%	0.03%
EA	D	0.43%	0.15%	0.15%
ED	B	0.11%	0.1%	0.1%
EIX	B	0.11%	0.11%	0.11%
ELV	D	0.74%	0.47%	0.47%
FICO	B	0.68%	0.11%	0.11%
FSLR	C	0.19%	0.11%	0.11%
GDDY	C	0.22%	0.1%	0.1%
GILD	B	0.5%	0.47%	0.47%
GIS	B	0.1%	0.42%	0.1%
GOOGL	D	0.95%	1.16%	0.95%
GS	B	0.45%	0.35%	0.35%
HBAN	B	0.24%	0.15%	0.15%
HCA	B	0.47%	0.16%	0.16%
HD	B	0.65%	1.0%	0.65%
HLT	B	0.19%	0.1%	0.1%
HOLX	D	0.12%	0.1%	0.1%
HON	C	0.21%	0.36%	0.21%
HPE	C	0.74%	0.15%	0.15%
HPQ	C	0.78%	0.1%	0.1%
IDXX	D	0.11%	0.28%	0.11%
INTC	D	0.2%	0.27%	0.2%
INTU	D	0.32%	0.59%	0.32%
IRM	C	0.38%	0.16%	0.16%
ISRG	C	0.33%	0.31%	0.31%
JNJ	C	0.82%	0.68%	0.68%
JPM	D	0.32%	1.19%	0.32%
KMB	C	0.33%	0.17%	0.17%
KO	B	0.48%	1.02%	0.48%
KR	B	0.53%	0.22%	0.22%
LLY	D	0.63%	1.53%	0.63%
LOW	B	0.71%	0.38%	0.38%
MCD	B	0.03%	0.32%	0.03%
MCK	F	0.6%	0.27%	0.27%
MCO	C	0.42%	0.32%	0.32%
MET	B	0.08%	0.31%	0.08%
META	B	1.01%	2.28%	1.01%
MMM	B	0.02%	0.34%	0.02%
MRK	F	0.56%	0.58%	0.56%
MRVL	D	0.03%	0.14%	0.03%
MS	B	0.34%	0.42%	0.34%
MSFT	C	0.86%	6.22%	0.86%
MTD	C	0.62%	0.1%	0.1%
MU	D	0.34%	0.18%	0.18%
NFLX	B	0.51%	0.52%	0.51%
NOC	B	0.19%	0.21%	0.19%
NOW	C	0.77%	0.63%	0.63%
NTAP	D	0.82%	0.09%	0.09%
NVDA	C	0.96%	5.8%	0.96%
NXPI	D	0.88%	0.29%	0.29%
ORCL	B	0.97%	0.56%	0.56%
PANW	D	0.48%	0.24%	0.24%
PEG	B	0.25%	0.48%	0.25%
PEP	D	0.37%	0.42%	0.37%
PFE	D	0.25%	0.3%	0.25%
PG	C	0.35%	0.73%	0.35%
PGR	C	0.2%	0.44%	0.2%
PHM	B	0.26%	0.11%	0.11%
PNC	C	0.37%	0.33%	0.33%
PRU	C	0.26%	0.53%	0.26%
PTC	C	0.24%	0.15%	0.15%
QCOM	D	0.93%	0.3%	0.3%
RCL	B	0.19%	0.11%	0.11%
REGN	D	0.65%	0.24%	0.24%
RTX	B	0.33%	0.43%	0.33%
SNPS	F	0.21%	0.21%	0.21%
SPGI	C	0.15%	0.5%	0.15%
STE	B	0.05%	0.16%	0.05%
STX	B	0.85%	0.1%	0.1%
SYF	C	0.19%	0.18%	0.18%
SYK	C	0.41%	0.1%	0.1%
SYY	C	0.28%	0.1%	0.1%
T	B	0.52%	0.16%	0.16%
TFC	D	0.12%	0.12%	0.12%
TGT	C	0.38%	0.24%	0.24%
TMO	B	0.4%	0.25%	0.25%
TSCO	B	0.2%	0.15%	0.15%
TXN	B	0.91%	0.73%	0.73%
UBER	C	0.35%	0.24%	0.24%
UNH	C	0.59%	0.95%	0.59%
USB	C	0.26%	0.16%	0.16%
VEEV	C	0.1%	0.11%	0.1%
VRTX	D	0.71%	0.33%	0.33%
VZ	A	0.39%	0.41%	0.39%
WAT	B	0.18%	0.17%	0.17%
WDC	C	0.77%	0.1%	0.1%
WELL	C	0.3%	0.22%	0.22%
WFC	D	0.3%	0.1%	0.1%
WSM	C	0.13%	0.15%	0.13%
ZBH	F	0.11%	0.09%	0.09%
ZTS	B	0.47%	0.38%	0.38%

HLGE Overweight 212 Positions Relative to ESGU

Symbol	Grade	Weight
EBAY	B	1.07%
CARG	C	0.99%
CARS	F	0.92%
PSTG	F	0.81%
WMT	B	0.81%
CVLT	B	0.81%
YELP	D	0.81%
MPWR	B	0.77%
JWN	C	0.77%
CRUS	D	0.73%
MCHP	D	0.72%
MTCH	C	0.7%
DLB	D	0.67%
OLED	D	0.66%
TJX	C	0.65%
GM	C	0.62%
TMUS	B	0.62%
DDS	D	0.62%
FTNT	B	0.6%
LMT	A	0.59%
PRGS	A	0.59%
PI	B	0.58%
AXNX	B	0.57%
TRIP	F	0.55%
M	F	0.53%
SMCI	F	0.51%
BSX	B	0.51%
PINS	D	0.5%
AMED	D	0.48%
OLLI	C	0.46%
IAC	C	0.42%
ACI	F	0.42%
XRX	D	0.42%
SWKS	F	0.42%
VRNS	B	0.41%
SNAP	D	0.39%
GD	C	0.38%
DIOD	F	0.37%
OGN	D	0.36%
MTB	C	0.36%
ON	D	0.36%
ABT	C	0.35%
CORT	B	0.35%
DUK	B	0.34%
SO	B	0.34%
FITB	B	0.34%
QLYS	D	0.33%
NVR	B	0.32%
COLL	C	0.31%
EDR	A	0.31%
CW	B	0.3%
MDT	B	0.3%
ZETA	C	0.29%
HUM	F	0.29%
STT	B	0.29%
TEL	D	0.28%
CRWD	D	0.28%
MTSI	C	0.28%
CALM	B	0.28%
YUM	B	0.28%
HEI	C	0.27%
UTHR	B	0.27%
QRVO	F	0.26%
MCRI	B	0.26%
RF	B	0.26%
CB	B	0.25%
ETR	A	0.25%
TDG	B	0.24%
RMD	C	0.24%
SMTC	C	0.23%
NYT	B	0.23%
KTB	B	0.23%
MSGS	B	0.23%
GRMN	D	0.23%
TENB	F	0.23%
PRG	C	0.22%
WMK	D	0.22%
HRB	C	0.22%
INCY	C	0.21%
POWI	F	0.21%
LAMR	B	0.21%
TYL	C	0.21%
ZUO	F	0.21%
PPL	A	0.21%
HSY	D	0.2%
CINF	C	0.2%
JHG	B	0.2%
EXEL	C	0.2%
EHC	B	0.2%
ACIW	B	0.19%
ITCI	D	0.19%
BJ	D	0.19%
AVB	C	0.19%
ADUS	C	0.18%
BOX	C	0.18%
LRN	B	0.18%
PSMT	B	0.18%
ROST	C	0.18%
KVUE	B	0.18%
VICI	C	0.17%
SPG	B	0.17%
IMKTA	D	0.17%
CHE	C	0.17%
KSS	D	0.16%
TDC	D	0.16%
MMSI	C	0.16%
PDCO	F	0.16%
FCNCA	D	0.16%
FE	B	0.16%
APPN	C	0.15%
AEP	C	0.15%
CRVL	B	0.15%
FLO	C	0.15%
NHI	C	0.15%
WGO	D	0.14%
SHOO	B	0.14%
EQR	C	0.14%
LOPE	D	0.14%
BDX	D	0.14%
SHO	C	0.13%
CRDO	D	0.13%
ORI	B	0.13%
SFM	B	0.12%
TROW	C	0.12%
ALKT	D	0.12%
SQSP	B	0.12%
AMP	B	0.12%
LHX	C	0.11%
FOXA	B	0.11%
AVT	B	0.11%
LZB	C	0.11%
EQH	C	0.11%
AGYS	D	0.11%
BKE	B	0.11%
ICE	C	0.11%
DFIN	D	0.1%
COKE	C	0.1%
SF	B	0.1%
JXN	B	0.1%
MOG.A	B	0.1%
RJF	C	0.1%
ROP	C	0.09%
DTE	A	0.09%
VTR	C	0.09%
O	B	0.09%
KLG	D	0.09%
JEF	C	0.09%
ETSY	D	0.09%
UNM	B	0.08%
SRE	B	0.08%
THO	C	0.08%
APP	C	0.08%
BPOP	C	0.08%
VTRS	D	0.08%
HIMS	D	0.08%
PJT	B	0.08%
F	F	0.08%
GOLF	F	0.08%
OFG	C	0.07%
VRSN	C	0.07%
CHTR	D	0.07%
LNTH	D	0.07%
CPRX	C	0.06%
WBA	F	0.06%
VSTO	C	0.06%
ABNB	D	0.06%
DOCS	B	0.06%
EPC	F	0.06%
AIG	D	0.06%
AEE	B	0.06%
FTDR	B	0.06%
PINC	D	0.06%
MDLZ	C	0.05%
LMAT	B	0.05%
PRDO	D	0.05%
WOR	F	0.05%
SGH	D	0.05%
DOCU	C	0.05%
NWL	C	0.05%
AXS	B	0.05%
EVR	B	0.05%
PBH	C	0.04%
WEC	B	0.04%
HLI	C	0.04%
MKL	C	0.04%
BCO	B	0.04%
ZS	F	0.04%
CASY	D	0.04%
FHI	B	0.04%
CNK	C	0.03%
LYV	A	0.03%
LTC	C	0.03%
CTRE	C	0.03%
MORN	C	0.03%
CFG	D	0.03%
APO	B	0.03%
MANH	B	0.03%
VCTR	B	0.03%
NRG	B	0.03%
TNL	C	0.02%
CASH	D	0.02%
COLM	C	0.02%
WHR	C	0.02%
ALL	C	0.02%
PFBC	D	0.02%
SNEX	C	0.02%
BRBR	B	0.02%
ANIP	F	0.01%
UE	C	0.01%
AMG	C	0.01%
PIPR	B	0.01%
CVS	D	0.01%

HLGE Underweight 157 Positions Relative to ESGU

Symbol	Grade	Weight
GOOG	D	-2.28%
TSLA	C	-1.36%
V	C	-0.99%
MA	B	-0.92%
ADP	C	-0.66%
CRM	C	-0.61%
CVX	F	-0.57%
XOM	D	-0.57%
IBM	B	-0.56%
AMAT	D	-0.53%
K	A	-0.5%
GE	C	-0.49%
TT	B	-0.46%
NEE	B	-0.46%
CSCO	B	-0.44%
BR	C	-0.43%
ECL	B	-0.42%
ACN	C	-0.42%
CMI	B	-0.41%
CRH	B	-0.38%
AMT	C	-0.38%
LIN	B	-0.37%
CCI	C	-0.36%
NI	B	-0.36%
COP	F	-0.36%
OKE	C	-0.34%
LRCX	D	-0.33%
EQIX	B	-0.33%
GWW	B	-0.33%
UNP	D	-0.32%
CAT	B	-0.32%
HES	F	-0.3%
PNR	B	-0.29%
KMI	C	-0.27%
EXPD	B	-0.27%
CLX	C	-0.26%
HIG	B	-0.26%
LKQ	F	-0.25%
EW	F	-0.25%
XYL	C	-0.25%
SBUX	C	-0.24%
DE	A	-0.23%
ANET	C	-0.22%
COR	F	-0.22%
PPG	C	-0.22%
FLUT	C	-0.22%
TRGP	C	-0.22%
VLTO	B	-0.21%
KEYS	B	-0.21%
DLR	B	-0.21%
MELI	C	-0.2%
NDAQ	C	-0.2%
DFS	C	-0.2%
CHRW	B	-0.2%
NEM	C	-0.2%
FERG	D	-0.2%
BG	F	-0.2%
KHC	C	-0.19%
CARR	B	-0.19%
CMS	B	-0.19%
COO	C	-0.19%
TRV	C	-0.19%
DECK	C	-0.18%
MMC	C	-0.18%
ETN	C	-0.18%
TAP	D	-0.17%
WDAY	D	-0.17%
EXC	B	-0.17%
LNG	D	-0.17%
DAL	C	-0.17%
FDS	C	-0.16%
UPS	D	-0.16%
IQV	D	-0.16%
D	C	-0.16%
JCI	B	-0.16%
SCHW	D	-0.16%
IT	C	-0.16%
AXON	B	-0.15%
SBAC	C	-0.15%
PLD	C	-0.15%
PSX	F	-0.14%
J	A	-0.14%
FTV	C	-0.14%
BKR	C	-0.13%
CMG	D	-0.13%
URI	B	-0.13%
GEV	B	-0.13%
CEG	C	-0.13%
PYPL	B	-0.13%
OVV	F	-0.13%
LII	C	-0.13%
EME	B	-0.12%
FBIN	B	-0.12%
NUE	D	-0.12%
CNH	C	-0.12%
FIS	C	-0.12%
HUBS	D	-0.11%
OC	C	-0.11%
ULTA	D	-0.11%
PWR	B	-0.11%
AJG	D	-0.11%
MDB	D	-0.11%
FI	B	-0.11%
PFG	B	-0.11%
AIZ	B	-0.11%
MKC	C	-0.11%
DVA	B	-0.11%
ES	B	-0.11%
HUBB	B	-0.11%
WY	C	-0.11%
KKR	B	-0.11%
ALNY	C	-0.1%
ODFL	D	-0.1%
HRL	F	-0.1%
LH	D	-0.1%
IPG	C	-0.1%
MRO	D	-0.1%
LULU	D	-0.1%
MOH	D	-0.1%
JBHT	D	-0.1%
HWM	B	-0.1%
TFX	B	-0.1%
WTW	B	-0.1%
IP	C	-0.1%
WST	D	-0.1%
STLD	C	-0.1%
AKAM	D	-0.1%
ADM	D	-0.1%
SLB	F	-0.1%
TWLO	C	-0.1%
TEAM	D	-0.1%
TRMB	C	-0.1%
IFF	A	-0.1%
LDOS	A	-0.1%
BALL	C	-0.1%
EQT	C	-0.1%
IEX	C	-0.1%
POOL	C	-0.1%
FOX	B	-0.1%
AVTR	C	-0.1%
CPB	C	-0.1%
PAYX	C	-0.1%
KDP	B	-0.1%
NTRS	C	-0.1%
IR	B	-0.1%
JNPR	A	-0.1%
PARA	D	-0.09%
VLO	F	-0.09%
FANG	F	-0.09%
WTRG	D	-0.09%
FDX	D	-0.09%
DXCM	F	-0.09%
BIIB	F	-0.09%
HII	F	-0.09%
SNOW	F	-0.08%
DLTR	F	-0.07%
MRNA	F	-0.07%