HLGE vs. FYEE ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to Fidelity Yield Enhanced Equity ETF (FYEE)

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

$33.09

Average Daily Volume

531

Number of Holdings ^*

339

* may have additional holdings in another (foreign) market

FYEE

Fidelity Yield Enhanced Equity ETF

FYEE Description

FYEE is actively managed, investing in equities similar to the S&P 500 and Russell 1000. The fund sells call options for income generation, emphasizing current income and potential capital growth.

Grade (RS Rating)

Last Trade

$27.48

Average Daily Volume

2,399

Number of Holdings ^*

153

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	FYEE
30 Days	4.91%	3.53%
60 Days	4.65%	5.22%
90 Days	6.01%	7.24%
12 Months	31.20%

77 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in FYEE	Overlap
AAPL	B	0.82%	7.39%	0.82%
ABBV	D	0.33%	0.93%	0.33%
ABT	B	0.33%	0.64%	0.33%
ADBE	C	0.14%	0.94%	0.14%
AMGN	D	0.3%	0.25%	0.25%
AMZN	C	1.05%	3.85%	1.05%
AVGO	D	0.53%	1.66%	0.53%
AXP	A	0.27%	0.44%	0.27%
BAC	A	0.38%	1.19%	0.38%
BDX	F	0.13%	0.59%	0.13%
BK	A	0.52%	0.13%	0.13%
BMY	B	0.35%	0.75%	0.35%
BRK.A	B	0.44%	2.2%	0.44%
C	A	0.44%	0.72%	0.44%
CAH	B	0.06%	0.32%	0.06%
CI	D	0.35%	0.63%	0.35%
CINF	A	0.21%	0.07%	0.07%
CL	D	0.67%	0.55%	0.55%
CMCSA	C	0.54%	0.85%	0.54%
COST	B	0.51%	0.31%	0.31%
CRUS	F	0.57%	0.07%	0.07%
CVS	D	0.01%	0.23%	0.01%
DIS	B	0.04%	0.72%	0.04%
DOCU	A	0.07%	0.09%	0.07%
ED	D	0.1%	0.1%	0.1%
EXEL	A	0.25%	0.44%	0.25%
F	C	0.08%	0.33%	0.08%
FTNT	C	0.72%	0.2%	0.2%
GEN	A	0.41%	0.13%	0.13%
GILD	B	0.54%	0.75%	0.54%
GOOGL	C	1.03%	2.05%	1.03%
GRMN	A	0.28%	0.4%	0.28%
HD	A	0.67%	1.33%	0.67%
IDXX	F	0.08%	0.15%	0.08%
INCY	C	0.24%	0.34%	0.24%
INTU	C	0.33%	0.12%	0.12%
JNJ	D	0.73%	0.73%	0.73%
JPM	B	0.36%	1.95%	0.36%
KR	A	0.54%	0.12%	0.12%
LHX	C	0.11%	0.21%	0.11%
LLY	F	0.52%	0.77%	0.52%
LMT	D	0.54%	0.72%	0.54%
META	D	1.06%	2.9%	1.06%
MMM	D	0.02%	0.19%	0.02%
MRK	F	0.46%	0.96%	0.46%
MSFT	D	0.83%	5.69%	0.83%
MU	D	0.38%	0.5%	0.38%
NFLX	B	0.6%	1.29%	0.6%
NOC	D	0.17%	0.6%	0.17%
NOW	B	0.88%	0.49%	0.49%
NRG	C	0.04%	0.09%	0.04%
NVDA	C	1.17%	7.38%	1.17%
ORCL	C	1.03%	0.04%	0.04%
PEP	F	0.33%	0.19%	0.19%
PFE	D	0.21%	0.42%	0.21%
PG	A	0.32%	0.81%	0.32%
PGR	A	0.2%	0.68%	0.2%
QCOM	F	0.89%	0.85%	0.85%
QRVO	F	0.16%	0.06%	0.06%
RTX	D	0.32%	0.28%	0.28%
SPG	C	0.18%	0.44%	0.18%
SPGI	C	0.14%	0.22%	0.14%
SYK	C	0.4%	0.24%	0.24%
T	A	0.5%	0.72%	0.5%
TDC	D	0.15%	0.35%	0.15%
TJX	A	0.63%	0.72%	0.63%
TMO	F	0.33%	0.38%	0.33%
TMUS	A	0.7%	0.29%	0.29%
TNL	A	0.02%	0.04%	0.02%
TROW	A	0.13%	0.28%	0.13%
UBER	D	0.34%	0.23%	0.23%
UNH	B	0.57%	0.59%	0.57%
UNM	A	0.09%	0.13%	0.09%
UTHR	C	0.3%	0.05%	0.05%
VEEV	B	0.1%	0.04%	0.04%
WFC	A	0.39%	0.29%	0.29%
WMT	B	0.82%	0.82%	0.82%

HLGE Overweight 262 Positions Relative to FYEE

Symbol	Grade	Weight
CARG	C	1.18%
EBAY	C	1.01%
DELL	C	0.94%
CARS	B	0.94%
TXN	D	0.92%
HPE	B	0.89%
CVLT	B	0.89%
YELP	C	0.86%
NXPI	D	0.83%
HPQ	B	0.82%
FICO	B	0.81%
PSTG	D	0.79%
STX	D	0.79%
NTAP	C	0.79%
JWN	A	0.76%
DDS	B	0.75%
WDC	C	0.74%
GM	B	0.74%
BKNG	B	0.74%
LOW	C	0.73%
VRTX	D	0.68%
MCK	C	0.68%
DLB	B	0.66%
PRGS	A	0.66%
MCHP	F	0.6%
ADI	D	0.6%
MTCH	F	0.6%
TRIP	F	0.57%
AXNX	C	0.57%
PI	D	0.56%
ELV	F	0.53%
OLED	F	0.53%
GS	B	0.53%
M	D	0.53%
MTD	F	0.53%
BSX	C	0.52%
PANW	C	0.52%
CORT	B	0.49%
PINS	F	0.49%
MPWR	F	0.48%
EA	C	0.47%
MS	B	0.44%
REGN	F	0.43%
AMED	F	0.43%
MTB	B	0.43%
SNAP	C	0.42%
KO	D	0.41%
ZTS	D	0.41%
ACI	C	0.41%
PNC	A	0.41%
OLLI	C	0.41%
MCO	A	0.4%
VRNS	D	0.39%
HCA	F	0.39%
QLYS	C	0.38%
FITB	B	0.37%
TGT	F	0.37%
IAC	D	0.36%
CALM	B	0.36%
SWKS	F	0.36%
CRWD	B	0.35%
A	D	0.35%
ISRG	C	0.35%
GD	F	0.35%
IRM	C	0.35%
ON	C	0.34%
CW	B	0.34%
VZ	B	0.34%
MTSI	B	0.34%
XRX	F	0.33%
SO	D	0.32%
DIOD	D	0.32%
DUK	C	0.31%
STT	A	0.31%
EDR	A	0.31%
KMB	C	0.3%
WELL	C	0.3%
NVR	D	0.3%
RF	B	0.29%
HEI	B	0.28%
MCRI	A	0.28%
CDNS	B	0.28%
YUM	B	0.28%
ETR	B	0.28%
MDT	D	0.28%
HBAN	B	0.28%
ADSK	B	0.28%
USB	A	0.28%
SYY	C	0.27%
GDDY	B	0.27%
PRU	A	0.27%
SMTC	A	0.26%
PTC	A	0.26%
KTB	A	0.26%
RCL	B	0.25%
PEG	A	0.25%
OGN	F	0.25%
SYF	A	0.25%
HUM	C	0.25%
TENB	C	0.24%
SNPS	B	0.24%
JHG	A	0.24%
MSGS	B	0.24%
CB	D	0.24%
COLL	F	0.24%
COR	C	0.24%
WMK	B	0.23%
ZUO	C	0.23%
INTC	C	0.23%
HON	B	0.23%
PHM	C	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	B	0.21%
PRG	B	0.21%
HLT	A	0.21%
TYL	A	0.21%
EHC	B	0.21%
BJ	B	0.2%
SMCI	D	0.2%
LAMR	C	0.2%
HRB	D	0.2%
CNC	F	0.2%
WAT	B	0.2%
ACIW	B	0.2%
TSCO	C	0.19%
COF	B	0.19%
CRDO	B	0.19%
BOX	A	0.18%
ZETA	D	0.18%
FCNCA	B	0.18%
KVUE	A	0.18%
APP	B	0.18%
BLK	C	0.18%
AVB	B	0.18%
ROST	C	0.17%
HSY	F	0.17%
PSMT	C	0.17%
DGX	B	0.16%
ANSS	B	0.16%
FSLR	F	0.16%
LOPE	B	0.16%
ADUS	D	0.16%
APPN	C	0.16%
CRVL	B	0.16%
UPBD	B	0.16%
AMD	F	0.16%
CHE	D	0.16%
IMKTA	C	0.16%
VICI	C	0.15%
KSS	F	0.15%
SFM	B	0.15%
DHR	D	0.15%
AMP	B	0.15%
AFL	B	0.15%
MMSI	B	0.15%
ORI	A	0.14%
FOXA	C	0.14%
NHI	D	0.14%
PDCO	D	0.14%
FLO	C	0.14%
WGO	C	0.14%
ALKT	A	0.14%
FE	D	0.14%
EQR	B	0.13%
SF	B	0.13%
SHOO	D	0.13%
AGYS	B	0.13%
CHD	B	0.13%
RJF	A	0.13%
AEP	D	0.13%
TFC	B	0.13%
WSM	B	0.12%
BKE	B	0.12%
SHO	C	0.12%
JXN	B	0.12%
EQH	B	0.12%
ICE	D	0.11%
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	B	0.1%
EIX	A	0.1%
HIMS	A	0.1%
DHI	D	0.1%
BBY	D	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%
DTE	C	0.08%
GIS	D	0.08%
VTRS	B	0.08%
MET	A	0.08%
DFIN	D	0.08%
GOLF	B	0.08%
VTR	D	0.08%
ROP	B	0.08%
PINC	B	0.07%
VRSN	F	0.07%
FTDR	B	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%
AIG	B	0.06%
NWL	A	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	B	0.05%
LNTH	D	0.05%
WBA	D	0.05%
EPC	D	0.05%
WEC	A	0.04%
MDLZ	F	0.04%
VCTR	B	0.04%
CBRE	B	0.04%
PBH	B	0.04%
MRVL	B	0.04%
APO	A	0.04%
MKL	A	0.04%
WOR	D	0.04%
CASY	B	0.04%
STE	F	0.04%
HLI	A	0.04%
LTC	B	0.03%
PFBC	B	0.03%
CTRE	D	0.03%
SNEX	A	0.03%
CNK	B	0.03%
BRBR	B	0.03%
MORN	A	0.03%
LYV	A	0.03%
MCD	D	0.03%
MANH	C	0.03%
CFG	B	0.03%
BCO	D	0.03%
COLM	A	0.02%
CASH	B	0.02%
WHR	B	0.02%
ALL	B	0.02%
ANIP	D	0.01%
UE	B	0.01%
AMG	B	0.01%
PIPR	A	0.01%

HLGE Underweight 76 Positions Relative to FYEE

Symbol	Grade	Weight
GOOG	C	-1.9%
XOM	C	-1.57%
MA	B	-1.36%
TSLA	B	-1.28%
CRM	B	-1.17%
PM	B	-0.95%
NEE	D	-0.83%
CSCO	A	-0.81%
SCHW	A	-0.79%
UNP	C	-0.75%
PYPL	A	-0.72%
AMAT	F	-0.68%
TT	B	-0.68%
CTAS	B	-0.66%
V	A	-0.65%
ECL	D	-0.64%
KLAC	F	-0.61%
SQ	B	-0.6%
SEIC	A	-0.55%
DVN	F	-0.53%
MMC	A	-0.53%
ZM	B	-0.53%
CAT	B	-0.53%
CVNA	B	-0.53%
ZBRA	A	-0.52%
DBX	C	-0.52%
TXT	D	-0.51%
EOG	C	-0.49%
CSX	B	-0.49%
GE	D	-0.48%
CMG	B	-0.48%
IGT	F	-0.46%
CME	A	-0.44%
WM	A	-0.43%
MSI	C	-0.43%
HWM	B	-0.39%
PCAR	B	-0.38%
ALLE	D	-0.38%
ANF	C	-0.36%
NUE	D	-0.36%
PPG	D	-0.35%
ALRM	C	-0.34%
LDOS	D	-0.31%
SKYW	B	-0.31%
MEDP	F	-0.29%
ADP	B	-0.26%
TRV	B	-0.26%
MSCI	C	-0.26%
MGM	F	-0.24%
LRCX	F	-0.24%
RSG	A	-0.23%
AMT	D	-0.21%
GAP	C	-0.21%
BIIB	F	-0.21%
SSNC	A	-0.19%
TPH	C	-0.19%
PSA	C	-0.18%
BBWI	C	-0.17%
CACI	D	-0.17%
LNW	D	-0.16%
OXY	F	-0.15%
ITW	A	-0.15%
CLX	C	-0.14%
GL	C	-0.13%
AON	A	-0.13%
LPLA	B	-0.12%
PLTK	B	-0.12%
NSC	A	-0.11%
DASH	A	-0.11%
AME	A	-0.09%
TWLO	B	-0.09%
LYFT	C	-0.08%
ANET	C	-0.07%
NBIX	C	-0.07%
TOL	A	-0.02%
CVX	B	-0.02%