HLGE vs. FELV ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to Fidelity Enhanced Large Cap Value ETF (FELV)

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

FELV

Fidelity Enhanced Large Cap Value ETF

FELV Description

The fund will normally invest at least 80% of assets in common stocks included in the Russell 1000® Value Index, which is a market capitalization-weighted index designed to measure the performance of the large-cap value segment of the U.S. equity market. The adviser will generally use computer-aided, quantitative analysis of historical valuation, growth, profitability, and other factors to select a broadly diversified group of stocks that may have the potential to provide a higher total return than that of the index. It will invest in domestic and foreign issuers.

Grade (RS Rating)

Last Trade

$32.85

Average Daily Volume

106,908

Number of Holdings ^*

332

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	FELV
30 Days	3.61%	4.38%
60 Days	3.94%	5.85%
90 Days	5.95%	7.57%
12 Months	29.57%	29.90%

129 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in FELV	Overlap
A	D	0.35%	0.09%	0.09%
AAPL	C	0.82%	0.19%	0.19%
ABBV	D	0.33%	0.85%	0.33%
ABT	B	0.33%	0.54%	0.33%
ADBE	C	0.14%	0.37%	0.14%
ADI	D	0.6%	0.04%	0.04%
AEP	D	0.13%	0.08%	0.08%
ALL	A	0.02%	0.19%	0.02%
AMD	F	0.16%	0.02%	0.02%
AMGN	D	0.3%	0.15%	0.15%
AMZN	C	1.05%	0.08%	0.08%
ANSS	B	0.16%	0.01%	0.01%
AVGO	D	0.53%	0.12%	0.12%
AXP	A	0.27%	0.2%	0.2%
AXS	A	0.06%	0.01%	0.01%
BAC	A	0.38%	1.77%	0.38%
BBY	D	0.1%	0.15%	0.1%
BDX	F	0.13%	0.74%	0.13%
BK	A	0.52%	0.63%	0.52%
BLK	C	0.18%	0.37%	0.18%
BMY	B	0.35%	0.84%	0.35%
BRK.A	B	0.44%	3.64%	0.44%
BSX	B	0.52%	0.19%	0.19%
C	A	0.44%	0.48%	0.44%
CAH	B	0.06%	0.3%	0.06%
CI	F	0.35%	0.6%	0.35%
CINF	A	0.21%	0.22%	0.21%
CL	D	0.67%	0.54%	0.54%
CMCSA	B	0.54%	1.13%	0.54%
CNC	D	0.2%	0.23%	0.2%
COF	B	0.19%	0.47%	0.19%
CRUS	D	0.57%	0.09%	0.09%
CTRE	D	0.03%	0.04%	0.03%
CVS	D	0.01%	0.3%	0.01%
CW	B	0.34%	0.05%	0.05%
DELL	C	0.94%	0.08%	0.08%
DGX	A	0.16%	0.01%	0.01%
DHI	D	0.1%	0.03%	0.03%
DHR	F	0.15%	0.17%	0.15%
DIS	B	0.04%	0.8%	0.04%
DOCU	A	0.07%	0.22%	0.07%
DTE	C	0.08%	0.19%	0.08%
DUK	C	0.31%	0.28%	0.28%
EA	A	0.47%	0.11%	0.11%
ED	D	0.1%	0.22%	0.1%
EIX	B	0.1%	0.17%	0.1%
ELV	F	0.53%	0.11%	0.11%
EQR	B	0.13%	0.17%	0.13%
EXEL	B	0.25%	0.35%	0.25%
F	C	0.08%	0.33%	0.08%
FHI	A	0.05%	0.05%	0.05%
FTDR	A	0.07%	0.01%	0.01%
GD	F	0.35%	0.14%	0.14%
GILD	C	0.54%	0.92%	0.54%
GIS	D	0.08%	0.05%	0.05%
GRMN	B	0.28%	0.11%	0.11%
GS	A	0.53%	0.34%	0.34%
HD	A	0.67%	0.45%	0.45%
HON	B	0.23%	0.08%	0.08%
HPE	B	0.89%	0.21%	0.21%
HUM	C	0.25%	0.14%	0.14%
ICE	C	0.11%	0.18%	0.11%
INCY	C	0.24%	0.22%	0.22%
INTC	D	0.23%	0.85%	0.23%
JNJ	D	0.73%	1.02%	0.73%
JPM	A	0.36%	2.93%	0.36%
JXN	C	0.12%	0.15%	0.12%
KMB	D	0.3%	0.14%	0.14%
KR	B	0.54%	0.31%	0.31%
LHX	C	0.11%	0.45%	0.11%
LMT	D	0.54%	0.64%	0.54%
LOW	D	0.73%	0.07%	0.07%
M	D	0.53%	0.01%	0.01%
MCD	D	0.03%	0.28%	0.03%
MCK	B	0.68%	0.09%	0.09%
MDLZ	F	0.04%	0.06%	0.04%
MDT	D	0.28%	0.4%	0.28%
META	D	1.06%	0.21%	0.21%
MKL	A	0.04%	0.17%	0.04%
MMM	D	0.02%	0.6%	0.02%
MS	A	0.44%	0.54%	0.44%
MU	D	0.38%	0.86%	0.38%
NFLX	A	0.6%	0.19%	0.19%
NOC	D	0.17%	0.63%	0.17%
NTAP	C	0.79%	0.12%	0.12%
NVDA	C	1.17%	0.17%	0.17%
NWL	B	0.06%	0.06%	0.06%
OGN	D	0.25%	0.02%	0.02%
PEG	A	0.25%	0.1%	0.1%
PFE	D	0.21%	0.85%	0.21%
PG	A	0.32%	1.24%	0.32%
PGR	A	0.2%	0.35%	0.2%
PHM	D	0.23%	0.01%	0.01%
PNC	B	0.41%	0.7%	0.41%
PRU	A	0.27%	0.17%	0.17%
QCOM	F	0.89%	0.5%	0.5%
QRVO	F	0.16%	0.11%	0.11%
RCL	A	0.25%	0.15%	0.15%
RJF	A	0.13%	0.03%	0.03%
ROP	B	0.08%	0.01%	0.01%
ROST	C	0.17%	0.11%	0.11%
RTX	C	0.32%	0.7%	0.32%
SO	D	0.32%	0.12%	0.12%
SPG	B	0.18%	0.18%	0.18%
SPGI	C	0.14%	0.63%	0.14%
STT	A	0.31%	0.15%	0.15%
SWKS	F	0.36%	0.13%	0.13%
SYF	B	0.25%	0.03%	0.03%
SYK	C	0.4%	0.26%	0.26%
T	A	0.5%	1.02%	0.5%
TDC	D	0.15%	0.27%	0.15%
TENB	C	0.24%	0.08%	0.08%
TFC	A	0.13%	0.24%	0.13%
TGT	F	0.37%	0.01%	0.01%
TJX	A	0.63%	0.28%	0.28%
TMO	F	0.33%	0.73%	0.33%
TMUS	B	0.7%	0.56%	0.56%
TNL	A	0.02%	0.01%	0.01%
TROW	B	0.13%	0.13%	0.13%
TXN	C	0.92%	0.16%	0.16%
UNH	C	0.57%	1.57%	0.57%
UNM	A	0.09%	0.38%	0.09%
VEEV	C	0.1%	0.28%	0.1%
VICI	C	0.15%	0.25%	0.15%
VRTX	F	0.68%	0.09%	0.09%
VZ	C	0.34%	0.68%	0.34%
WDC	D	0.74%	0.14%	0.14%
WFC	A	0.39%	1.22%	0.39%
WMT	A	0.82%	1.76%	0.82%

HLGE Overweight 210 Positions Relative to FELV

Symbol	Grade	Weight
CARG	C	1.18%
GOOGL	C	1.03%
ORCL	B	1.03%
EBAY	D	1.01%
CARS	B	0.94%
CVLT	B	0.89%
NOW	A	0.88%
YELP	C	0.86%
NXPI	D	0.83%
MSFT	F	0.83%
HPQ	B	0.82%
FICO	B	0.81%
PSTG	D	0.79%
STX	D	0.79%
JWN	C	0.76%
DDS	B	0.75%
GM	B	0.74%
BKNG	A	0.74%
FTNT	C	0.72%
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%
OLED	D	0.53%
MTD	D	0.53%
LLY	F	0.52%
PANW	C	0.52%
COST	B	0.51%
CORT	B	0.49%
PINS	D	0.49%
MPWR	F	0.48%
MRK	F	0.46%
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%
OLLI	D	0.41%
GEN	B	0.41%
MCO	B	0.4%
VRNS	D	0.39%
HCA	F	0.39%
QLYS	C	0.38%
FITB	A	0.37%
IAC	D	0.36%
CALM	A	0.36%
CRWD	B	0.35%
ISRG	A	0.35%
IRM	D	0.35%
ON	D	0.34%
UBER	D	0.34%
MTSI	B	0.34%
XRX	F	0.33%
PEP	F	0.33%
INTU	C	0.33%
DIOD	D	0.32%
EDR	A	0.31%
UTHR	C	0.3%
WELL	A	0.3%
NVR	D	0.3%
RF	A	0.29%
HEI	B	0.28%
MCRI	A	0.28%
CDNS	B	0.28%
YUM	B	0.28%
ETR	B	0.28%
HBAN	A	0.28%
ADSK	A	0.28%
USB	A	0.28%
SYY	B	0.27%
GDDY	A	0.27%
SMTC	B	0.26%
PTC	A	0.26%
KTB	B	0.26%
SNPS	B	0.24%
JHG	A	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%
RMD	C	0.22%
POWI	D	0.22%
NYT	C	0.22%
PPL	B	0.21%
ITCI	C	0.21%
TDG	D	0.21%
LRN	A	0.21%
PRG	C	0.21%
HLT	A	0.21%
TYL	B	0.21%
EHC	B	0.21%
BJ	A	0.2%
SMCI	F	0.2%
LAMR	D	0.2%
HRB	D	0.2%
WAT	B	0.2%
ACIW	B	0.2%
TSCO	D	0.19%
CRDO	B	0.19%
BOX	B	0.18%
ZETA	D	0.18%
FCNCA	A	0.18%
KVUE	A	0.18%
APP	B	0.18%
AVB	B	0.18%
HSY	F	0.17%
PSMT	C	0.17%
FSLR	F	0.16%
LOPE	B	0.16%
ADUS	D	0.16%
APPN	B	0.16%
CRVL	A	0.16%
UPBD	B	0.16%
CHE	D	0.16%
IMKTA	C	0.16%
KSS	F	0.15%
SFM	A	0.15%
AMP	A	0.15%
AFL	B	0.15%
MMSI	B	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%
WSM	B	0.12%
BKE	B	0.12%
SHO	C	0.12%
EQH	B	0.12%
LZB	B	0.11%
AVT	C	0.11%
MOG.A	B	0.11%
JEF	A	0.11%
ZBH	C	0.11%
HOLX	D	0.11%
PJT	A	0.1%
HIMS	B	0.1%
KLG	C	0.09%
ETSY	D	0.09%
COKE	C	0.09%
O	D	0.08%
CHTR	C	0.08%
SRE	A	0.08%
THO	B	0.08%
VTRS	A	0.08%
MET	A	0.08%
DFIN	D	0.08%
GOLF	B	0.08%
VTR	C	0.08%
IDXX	F	0.08%
PINC	B	0.07%
VRSN	F	0.07%
BPOP	B	0.07%
DOCS	C	0.07%
ACGL	D	0.06%
PRDO	B	0.06%
CPRX	C	0.06%
AIG	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%
LNTH	D	0.05%
WBA	F	0.05%
EPC	D	0.05%
NRG	B	0.04%
WEC	A	0.04%
VCTR	B	0.04%
CBRE	B	0.04%
PBH	A	0.04%
MRVL	B	0.04%
APO	B	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%
SNEX	B	0.03%
CNK	B	0.03%
BRBR	A	0.03%
MORN	B	0.03%
LYV	A	0.03%
MANH	D	0.03%
CFG	B	0.03%
BCO	D	0.03%
COLM	B	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 203 Positions Relative to FELV

Symbol	Grade	Weight
XOM	B	-2.51%
PM	B	-1.31%
CSCO	B	-1.07%
GE	D	-1.05%
SCHW	B	-0.88%
NEE	D	-0.81%
PYPL	B	-0.79%
ETN	A	-0.76%
UNP	C	-0.75%
SQ	B	-0.7%
RSG	A	-0.66%
CVNA	B	-0.62%
AON	A	-0.59%
SEIC	B	-0.58%
PPG	F	-0.57%
CCI	D	-0.57%
CME	A	-0.57%
NSC	B	-0.57%
COP	C	-0.56%
CAT	B	-0.54%
ALLE	D	-0.54%
TXT	D	-0.53%
CVX	A	-0.53%
EOG	A	-0.53%
ZM	B	-0.52%
PSA	D	-0.52%
TT	A	-0.52%
ECL	D	-0.5%
SSNC	B	-0.5%
DD	D	-0.48%
LDOS	C	-0.47%
CACI	D	-0.46%
LIN	D	-0.46%
WAB	B	-0.45%
CTAS	B	-0.43%
DBX	B	-0.42%
AMAT	F	-0.42%
PCG	A	-0.39%
PCAR	B	-0.39%
MMC	B	-0.38%
IGT	F	-0.36%
L	A	-0.35%
TPH	D	-0.35%
EVRG	A	-0.35%
BRX	A	-0.35%
CMI	A	-0.34%
CSX	B	-0.34%
ACN	C	-0.34%
NUE	C	-0.34%
DVN	F	-0.34%
FTV	C	-0.33%
LPX	B	-0.33%
STLD	B	-0.33%
ZBRA	B	-0.32%
TWLO	A	-0.3%
BIIB	F	-0.3%
FR	C	-0.28%
VMC	B	-0.28%
MO	A	-0.28%
TOL	B	-0.28%
MA	C	-0.28%
GL	B	-0.28%
TRV	B	-0.28%
GEV	B	-0.28%
ANF	C	-0.28%
IBM	C	-0.27%
AME	A	-0.26%
WTW	B	-0.26%
CLX	B	-0.25%
GAP	C	-0.25%
XEL	A	-0.25%
SEE	C	-0.25%
FLS	B	-0.25%
WM	A	-0.25%
EXC	C	-0.24%
KMI	A	-0.24%
Z	A	-0.22%
OC	A	-0.22%
CRM	B	-0.22%
DOC	D	-0.22%
SKYW	B	-0.21%
MGM	D	-0.21%
JCI	C	-0.21%
VMI	B	-0.2%
MSI	B	-0.2%
EQIX	A	-0.2%
PNR	A	-0.19%
USFD	A	-0.19%
FTI	A	-0.19%
MSCI	C	-0.19%
KEY	B	-0.18%
ITT	A	-0.18%
TMHC	B	-0.18%
ZG	A	-0.18%
IQV	D	-0.17%
LNW	D	-0.17%
ACA	A	-0.17%
CEG	D	-0.17%
GEHC	F	-0.16%
TAP	C	-0.16%
QGEN	D	-0.16%
MEDP	D	-0.16%
CCK	C	-0.16%
AES	F	-0.16%
PFG	D	-0.16%
CNP	B	-0.15%
ILMN	D	-0.15%
OXY	D	-0.15%
AMT	D	-0.14%
HAL	C	-0.13%
PKG	A	-0.13%
WDAY	B	-0.13%
CCL	B	-0.13%
ES	D	-0.13%
PH	A	-0.12%
SOLV	C	-0.12%
ITW	B	-0.12%
WMB	A	-0.12%
EEFT	B	-0.12%
HWM	A	-0.12%
KHC	F	-0.12%
UHS	D	-0.12%
BLD	D	-0.11%
AIZ	A	-0.11%
ENS	D	-0.11%
BCC	B	-0.11%
AMH	D	-0.11%
BMRN	D	-0.11%
TPR	B	-0.1%
ADTN	A	-0.1%
ADM	D	-0.1%
BKR	B	-0.1%
CRC	B	-0.1%
ADP	B	-0.1%
MHO	D	-0.1%
FANG	D	-0.09%
TRGP	B	-0.09%
CNO	A	-0.09%
MTDR	B	-0.09%
WBD	C	-0.09%
KD	B	-0.09%
GPN	B	-0.09%
ACT	D	-0.09%
DASH	A	-0.08%
MKC	D	-0.08%
LH	C	-0.08%
BBWI	D	-0.08%
IFF	D	-0.08%
ALRM	C	-0.08%
VST	B	-0.07%
CMG	B	-0.07%
REG	B	-0.07%
BYD	C	-0.07%
LYFT	C	-0.07%
WCC	B	-0.07%
NWSA	B	-0.06%
EW	C	-0.06%
UPS	C	-0.06%
LEG	F	-0.06%
ARW	D	-0.06%
VSTS	C	-0.06%
OGE	B	-0.06%
NMRK	B	-0.06%
DFS	B	-0.05%
TRMB	B	-0.05%
SAM	C	-0.05%
CTRA	B	-0.05%
GLPI	C	-0.05%
PLTK	B	-0.05%
NEM	D	-0.05%
AM	A	-0.04%
VLTO	D	-0.04%
INGR	B	-0.04%
VAC	B	-0.04%
CSGP	D	-0.04%
HL	D	-0.04%
CWEN	C	-0.04%
BKH	A	-0.04%
AXTA	A	-0.03%
MSA	D	-0.03%
TFX	F	-0.03%
KLAC	D	-0.03%
UAL	A	-0.03%
RGA	A	-0.03%
EXTR	B	-0.03%
WS	B	-0.03%
ALKS	B	-0.03%
NWS	B	-0.03%
MATX	C	-0.03%
CWEN	C	-0.02%
AYI	B	-0.02%
SWI	B	-0.02%
OKTA	C	-0.02%
BERY	B	-0.02%
ITRI	B	-0.02%
BIO	D	-0.02%
WOOF	D	-0.02%
MWA	B	-0.01%
MUR	D	-0.01%
CXT	B	-0.01%
BLDR	D	-0.01%
SON	D	-0.01%
GLW	B	-0.01%