HLGE vs. FTA ETF Comparison
Comparison of Hartford Longevity Economy ETF (HLGE) to First Trust Large Cap Value AlphaDEX Fund (based onthe Defined Large Cap Value Index (FTA)
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
FTA
First Trust Large Cap Value AlphaDEX Fund (based onthe Defined Large Cap Value Index
FTA Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Defined Large Cap Value Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by S&P to objectively identify and select stocks from the S&P 500(R) Value Index that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.Grade (RS Rating)
Last Trade
$82.72
Average Daily Volume
39,082
Number of Holdings
*
186
* may have additional holdings in another (foreign) market
Performance
| Period | HLGE | FTA |
|---|---|---|
| 30 Days | 3.61% | 4.88% |
| 60 Days | 3.94% | 5.23% |
| 90 Days | 5.95% | 6.80% |
| 12 Months | 29.57% | 26.69% |
75 Overlapping Holdings
| Symbol | Grade | Weight in HLGE | Weight in FTA | Overlap | |
|---|---|---|---|---|---|
| AEE | A | 0.06% | 0.72% | 0.06% | |
| AEP | D | 0.13% | 0.47% | 0.13% | |
| AFL | B | 0.15% | 0.5% | 0.15% | |
| AIG | B | 0.06% | 0.91% | 0.06% | |
| BAC | A | 0.38% | 0.59% | 0.38% | |
| BBY | D | 0.1% | 0.45% | 0.1% | |
| C | A | 0.44% | 0.76% | 0.44% | |
| CB | C | 0.24% | 0.7% | 0.24% | |
| CFG | B | 0.03% | 0.8% | 0.03% | |
| CHTR | C | 0.08% | 0.62% | 0.08% | |
| CI | F | 0.35% | 0.16% | 0.16% | |
| CINF | A | 0.21% | 0.96% | 0.21% | |
| CMCSA | B | 0.54% | 0.91% | 0.54% | |
| CNC | D | 0.2% | 0.55% | 0.2% | |
| COF | B | 0.19% | 0.86% | 0.19% | |
| CVS | D | 0.01% | 0.77% | 0.01% | |
| DGX | A | 0.16% | 0.52% | 0.16% | |
| DHI | D | 0.1% | 0.6% | 0.1% | |
| DIS | B | 0.04% | 0.4% | 0.04% | |
| DTE | C | 0.08% | 0.48% | 0.08% | |
| DUK | C | 0.31% | 0.49% | 0.31% | |
| EBAY | D | 1.01% | 0.49% | 0.49% | |
| ED | D | 0.1% | 0.64% | 0.1% | |
| EIX | B | 0.1% | 0.33% | 0.1% | |
| ELV | F | 0.53% | 0.27% | 0.27% | |
| EQR | B | 0.13% | 0.5% | 0.13% | |
| ETR | B | 0.28% | 0.78% | 0.28% | |
| F | C | 0.08% | 0.92% | 0.08% | |
| FE | C | 0.14% | 0.32% | 0.14% | |
| FITB | A | 0.37% | 0.57% | 0.37% | |
| FOXA | B | 0.14% | 0.98% | 0.14% | |
| GD | F | 0.35% | 0.17% | 0.17% | |
| GIS | D | 0.08% | 0.31% | 0.08% | |
| GM | B | 0.74% | 1.13% | 0.74% | |
| HBAN | A | 0.28% | 0.84% | 0.28% | |
| HD | A | 0.67% | 0.17% | 0.17% | |
| HOLX | D | 0.11% | 0.16% | 0.11% | |
| HPE | B | 0.89% | 0.92% | 0.89% | |
| HPQ | B | 0.82% | 0.36% | 0.36% | |
| HSY | F | 0.17% | 0.33% | 0.17% | |
| HUM | C | 0.25% | 0.31% | 0.25% | |
| INTC | D | 0.23% | 0.75% | 0.23% | |
| JNJ | D | 0.73% | 0.33% | 0.33% | |
| KR | B | 0.54% | 0.72% | 0.54% | |
| LHX | C | 0.11% | 0.18% | 0.11% | |
| LMT | D | 0.54% | 0.16% | 0.16% | |
| LOW | D | 0.73% | 0.17% | 0.17% | |
| MDLZ | F | 0.04% | 0.15% | 0.04% | |
| MDT | D | 0.28% | 0.16% | 0.16% | |
| MS | A | 0.44% | 0.65% | 0.44% | |
| MTB | A | 0.43% | 0.61% | 0.43% | |
| NVR | D | 0.3% | 0.33% | 0.3% | |
| ON | D | 0.34% | 0.65% | 0.34% | |
| PEP | F | 0.33% | 0.17% | 0.17% | |
| PHM | D | 0.23% | 0.79% | 0.23% | |
| PNC | B | 0.41% | 0.39% | 0.39% | |
| PPL | B | 0.21% | 0.51% | 0.21% | |
| PRU | A | 0.27% | 0.36% | 0.27% | |
| RF | A | 0.29% | 0.58% | 0.29% | |
| RJF | A | 0.13% | 0.46% | 0.13% | |
| SRE | A | 0.08% | 0.76% | 0.08% | |
| STT | A | 0.31% | 0.55% | 0.31% | |
| STX | D | 0.79% | 0.46% | 0.46% | |
| SWKS | F | 0.36% | 0.6% | 0.36% | |
| SYF | B | 0.25% | 1.14% | 0.25% | |
| SYY | B | 0.27% | 0.49% | 0.27% | |
| T | A | 0.5% | 0.89% | 0.5% | |
| TGT | F | 0.37% | 0.5% | 0.37% | |
| TROW | B | 0.13% | 0.97% | 0.13% | |
| USB | A | 0.28% | 0.56% | 0.28% | |
| VTRS | A | 0.08% | 0.76% | 0.08% | |
| VZ | C | 0.34% | 0.64% | 0.34% | |
| WEC | A | 0.04% | 0.35% | 0.04% | |
| WFC | A | 0.39% | 0.9% | 0.39% | |
| ZBH | C | 0.11% | 0.71% | 0.11% |
HLGE Overweight 264 Positions Relative to FTA
| Symbol | Grade | Weight | |
|---|---|---|---|
| CARG | C | 1.18% | |
| NVDA | C | 1.17% | |
| META | D | 1.06% | |
| AMZN | C | 1.05% | |
| GOOGL | C | 1.03% | |
| ORCL | B | 1.03% | |
| DELL | C | 0.94% | |
| CARS | B | 0.94% | |
| TXN | C | 0.92% | |
| CVLT | B | 0.89% | |
| QCOM | F | 0.89% | |
| NOW | A | 0.88% | |
| YELP | C | 0.86% | |
| NXPI | D | 0.83% | |
| MSFT | F | 0.83% | |
| AAPL | C | 0.82% | |
| WMT | A | 0.82% | |
| FICO | B | 0.81% | |
| PSTG | D | 0.79% | |
| NTAP | C | 0.79% | |
| JWN | C | 0.76% | |
| DDS | B | 0.75% | |
| WDC | D | 0.74% | |
| BKNG | A | 0.74% | |
| FTNT | C | 0.72% | |
| TMUS | B | 0.7% | |
| VRTX | F | 0.68% | |
| MCK | B | 0.68% | |
| CL | D | 0.67% | |
| DLB | B | 0.66% | |
| PRGS | A | 0.66% | |
| TJX | A | 0.63% | |
| MCHP | D | 0.6% | |
| ADI | D | 0.6% | |
| MTCH | D | 0.6% | |
| NFLX | A | 0.6% | |
| UNH | C | 0.57% | |
| CRUS | D | 0.57% | |
| TRIP | F | 0.57% | |
| AXNX | C | 0.57% | |
| PI | D | 0.56% | |
| GILD | C | 0.54% | |
| OLED | D | 0.53% | |
| AVGO | D | 0.53% | |
| GS | A | 0.53% | |
| M | D | 0.53% | |
| MTD | D | 0.53% | |
| BK | A | 0.52% | |
| BSX | B | 0.52% | |
| LLY | F | 0.52% | |
| PANW | C | 0.52% | |
| COST | B | 0.51% | |
| CORT | B | 0.49% | |
| PINS | D | 0.49% | |
| MPWR | F | 0.48% | |
| EA | A | 0.47% | |
| MRK | F | 0.46% | |
| BRK.A | B | 0.44% | |
| REGN | F | 0.43% | |
| AMED | F | 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% | |
| SYK | C | 0.4% | |
| VRNS | D | 0.39% | |
| HCA | F | 0.39% | |
| QLYS | C | 0.38% | |
| MU | D | 0.38% | |
| JPM | A | 0.36% | |
| IAC | D | 0.36% | |
| CALM | A | 0.36% | |
| CRWD | B | 0.35% | |
| A | D | 0.35% | |
| BMY | B | 0.35% | |
| ISRG | A | 0.35% | |
| IRM | D | 0.35% | |
| CW | B | 0.34% | |
| UBER | D | 0.34% | |
| MTSI | B | 0.34% | |
| XRX | F | 0.33% | |
| INTU | C | 0.33% | |
| TMO | F | 0.33% | |
| ABT | B | 0.33% | |
| ABBV | D | 0.33% | |
| SO | D | 0.32% | |
| PG | A | 0.32% | |
| DIOD | D | 0.32% | |
| RTX | C | 0.32% | |
| EDR | A | 0.31% | |
| UTHR | C | 0.3% | |
| KMB | D | 0.3% | |
| WELL | A | 0.3% | |
| AMGN | D | 0.3% | |
| HEI | B | 0.28% | |
| GRMN | B | 0.28% | |
| MCRI | A | 0.28% | |
| CDNS | B | 0.28% | |
| YUM | B | 0.28% | |
| ADSK | A | 0.28% | |
| AXP | A | 0.27% | |
| GDDY | A | 0.27% | |
| SMTC | B | 0.26% | |
| PTC | A | 0.26% | |
| KTB | B | 0.26% | |
| RCL | A | 0.25% | |
| EXEL | B | 0.25% | |
| PEG | A | 0.25% | |
| OGN | D | 0.25% | |
| TENB | C | 0.24% | |
| INCY | C | 0.24% | |
| SNPS | B | 0.24% | |
| JHG | A | 0.24% | |
| MSGS | A | 0.24% | |
| COLL | F | 0.24% | |
| COR | B | 0.24% | |
| WMK | C | 0.23% | |
| ZUO | B | 0.23% | |
| HON | B | 0.23% | |
| RMD | C | 0.22% | |
| POWI | D | 0.22% | |
| NYT | C | 0.22% | |
| PFE | D | 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% | |
| PGR | A | 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% | |
| SPG | 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% | |
| 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% | |
| AMD | F | 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% | |
| DHR | F | 0.15% | |
| AMP | A | 0.15% | |
| MMSI | B | 0.15% | |
| TDC | D | 0.15% | |
| ORI | A | 0.14% | |
| NHI | D | 0.14% | |
| ADBE | C | 0.14% | |
| PDCO | D | 0.14% | |
| FLO | D | 0.14% | |
| WGO | C | 0.14% | |
| ALKT | B | 0.14% | |
| SPGI | C | 0.14% | |
| SF | B | 0.13% | |
| SHOO | D | 0.13% | |
| AGYS | A | 0.13% | |
| CHD | B | 0.13% | |
| TFC | A | 0.13% | |
| BDX | F | 0.13% | |
| WSM | B | 0.12% | |
| BKE | B | 0.12% | |
| SHO | C | 0.12% | |
| JXN | C | 0.12% | |
| EQH | B | 0.12% | |
| ICE | C | 0.11% | |
| LZB | B | 0.11% | |
| AVT | C | 0.11% | |
| MOG.A | B | 0.11% | |
| JEF | A | 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% | |
| THO | B | 0.08% | |
| MET | A | 0.08% | |
| DFIN | D | 0.08% | |
| GOLF | B | 0.08% | |
| VTR | C | 0.08% | |
| ROP | B | 0.08% | |
| IDXX | F | 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% | |
| ACGL | D | 0.06% | |
| AXS | A | 0.06% | |
| PRDO | B | 0.06% | |
| CPRX | C | 0.06% | |
| NWL | B | 0.06% | |
| VSTO | 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% | |
| NRG | B | 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% | |
| 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% | |
| MCD | D | 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% | |
| ALL | A | 0.02% | |
| ANIP | F | 0.01% | |
| UE | C | 0.01% | |
| AMG | B | 0.01% | |
| PIPR | B | 0.01% |
HLGE Underweight 111 Positions Relative to FTA
| Symbol | Grade | Weight | |
|---|---|---|---|
| UAL | A | -1.4% | |
| DAL | C | -1.12% | |
| PCAR | B | -1.02% | |
| EOG | A | -0.97% | |
| STLD | B | -0.96% | |
| CVX | A | -0.96% | |
| RS | B | -0.94% | |
| COP | C | -0.94% | |
| CTRA | B | -0.93% | |
| HAL | C | -0.91% | |
| VLO | C | -0.91% | |
| XOM | B | -0.9% | |
| DVN | F | -0.88% | |
| PSX | C | -0.87% | |
| TOL | B | -0.87% | |
| OXY | D | -0.86% | |
| KMI | A | -0.85% | |
| MPC | D | -0.85% | |
| NUE | C | -0.85% | |
| EG | C | -0.82% | |
| EQT | B | -0.82% | |
| LNG | B | -0.82% | |
| BG | F | -0.8% | |
| LEN | D | -0.79% | |
| OC | A | -0.78% | |
| ADM | D | -0.77% | |
| LYB | F | -0.76% | |
| FDX | B | -0.75% | |
| CRBG | B | -0.74% | |
| L | A | -0.74% | |
| XEL | A | -0.74% | |
| FANG | D | -0.74% | |
| SLB | C | -0.73% | |
| ATO | A | -0.73% | |
| CTSH | B | -0.73% | |
| CNP | B | -0.72% | |
| ALLY | C | -0.71% | |
| CF | B | -0.7% | |
| HIG | B | -0.69% | |
| APTV | D | -0.66% | |
| EXC | C | -0.66% | |
| DG | F | -0.64% | |
| SNA | A | -0.63% | |
| BKR | B | -0.61% | |
| IP | B | -0.6% | |
| TDY | B | -0.56% | |
| LUV | C | -0.56% | |
| TRV | B | -0.56% | |
| NI | A | -0.53% | |
| TXT | D | -0.5% | |
| D | C | -0.5% | |
| LNT | A | -0.5% | |
| ULTA | F | -0.5% | |
| HRL | D | -0.49% | |
| CE | F | -0.48% | |
| BLDR | D | -0.48% | |
| DE | A | -0.48% | |
| KHC | F | -0.46% | |
| AKAM | D | -0.45% | |
| BIIB | F | -0.44% | |
| OKE | A | -0.42% | |
| ZM | B | -0.42% | |
| DOW | F | -0.42% | |
| KEY | B | -0.4% | |
| JBHT | C | -0.38% | |
| TSN | B | -0.38% | |
| CSCO | B | -0.38% | |
| NWSA | B | -0.38% | |
| PKG | A | -0.38% | |
| RGA | A | -0.37% | |
| KIM | A | -0.37% | |
| DRI | B | -0.36% | |
| CSX | B | -0.36% | |
| SSNC | B | -0.35% | |
| CMS | C | -0.34% | |
| FNF | B | -0.34% | |
| DOC | D | -0.33% | |
| CARR | D | -0.33% | |
| PPG | F | -0.33% | |
| ARE | D | -0.32% | |
| GPC | D | -0.31% | |
| MOH | F | -0.31% | |
| KDP | D | -0.31% | |
| WLK | D | -0.3% | |
| PYPL | B | -0.19% | |
| CMI | A | -0.19% | |
| ODFL | B | -0.19% | |
| ACN | C | -0.18% | |
| WRB | A | -0.18% | |
| APD | A | -0.18% | |
| LH | C | -0.18% | |
| IEX | B | -0.18% | |
| J | F | -0.18% | |
| KEYS | A | -0.17% | |
| UPS | C | -0.17% | |
| NDSN | B | -0.17% | |
| CTVA | C | -0.17% | |
| MAA | B | -0.17% | |
| PFG | D | -0.17% | |
| OMC | C | -0.17% | |
| CLX | B | -0.17% | |
| SBUX | A | -0.17% | |
| CPB | D | -0.16% | |
| WY | D | -0.16% | |
| EXPD | D | -0.16% | |
| DD | D | -0.16% | |
| MAS | D | -0.16% | |
| FTV | C | -0.16% | |
| NKE | D | -0.15% | |
| AWK | D | -0.15% | |
| CAG | D | -0.14% |
HLGE: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Asset Management
Banks - Regional - US
Capital Markets
Internet Content & Information
Software - Infrastructure
Utilities - Regulated Electric
Biotechnology
Diagnostics & Research
Drug Manufacturers - Major
Aerospace & Defense
Household & Personal Products
Medical Instruments & Supplies
Specialty Retail
Grocery Stores
Health Care Plans
Insurance - Property & Casualty
Medical Devices
Data Storage
FTA: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Banks - Regional - US
Oil & Gas E&P
Health Care Plans
Insurance - Property & Casualty
Packaged Foods
Residential Construction
Utilities - Diversified
Chemicals
Integrated Shipping & Logistics
Specialty Retail
Aerospace & Defense
Airlines
Asset Management
Banks - Global
Building Materials
Communication Equipment
Credit Services
Diversified Industrials
Farm Products
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