HLGE vs. IGM ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to iShares North American Tech ETF (IGM)
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

$30.00

Average Daily Volume

677

Number of Holdings *

332

* may have additional holdings in another (foreign) market
IGM

iShares North American Tech ETF

IGM Description The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P North American Technology Sector IndexTM (the "underlying index"). The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of U.S.-traded stocks of technology-related companies in the United States and Canada. Components primarily include information technology and technology companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$86.96

Average Daily Volume

305,689

Number of Holdings *

274

* may have additional holdings in another (foreign) market
Performance
Period HLGE IGM
30 Days 3.98% 3.20%
60 Days -1.92% -11.15%
90 Days -0.02% -3.30%
12 Months 20.38% 30.39%
84 Overlapping Holdings
Symbol Grade Weight in HLGE Weight in IGM Overlap
AAPL C 0.99% 1.0% 0.99%
ADBE B 0.28% 1.0% 0.28%
ADI C 0.74% 1.0% 0.74%
ADSK B 0.27% 1.0% 0.27%
AKAM D 0.44% 1.0% 0.44%
AMD F 0.22% 1.0% 0.22%
AVGO D 0.94% 1.0% 0.94%
AVT C 0.18% 1.0% 0.18%
BHE C 0.07% 1.0% 0.07%
CARG B 1.07% 1.0% 1.0%
CDNS D 0.38% 1.0% 0.38%
CDW D 0.41% 1.0% 0.41%
CRDO C 0.19% 1.0% 0.19%
CRM D 0.24% 1.0% 0.24%
CRUS C 0.49% 1.0% 0.49%
CRWD F 0.52% 1.0% 0.52%
CVLT B 1.22% 1.0% 1.0%
DBX D 0.47% 1.0% 0.47%
DELL F 0.71% 1.0% 0.71%
DIOD F 0.09% 1.0% 0.09%
DLB F 0.4% 1.0% 0.4%
EA C 0.55% 1.0% 0.55%
FICO A 0.62% 1.0% 0.62%
FTNT B 0.26% 1.0% 0.26%
GDDY C 0.08% 1.0% 0.08%
GOOGL D 1.05% 1.0% 1.0%
GTLB C 0.12% 1.0% 0.12%
HPE D 0.96% 1.0% 0.96%
HPQ D 0.93% 1.0% 0.93%
IAC C 0.09% 1.0% 0.09%
IDCC B 0.28% 1.0% 0.28%
INTC F 0.17% 1.0% 0.17%
INTU D 0.41% 1.0% 0.41%
MANH B 0.18% 1.0% 0.18%
MCHP D 0.58% 1.0% 0.58%
META C 0.96% 1.0% 0.96%
MPWR C 0.66% 1.0% 0.66%
MRVL D 0.2% 1.0% 0.2%
MSFT D 0.79% 1.0% 0.79%
MTCH B 0.15% 1.0% 0.15%
MTSI D 0.1% 1.0% 0.1%
MU F 0.34% 1.0% 0.34%
NFLX B 0.45% 1.0% 0.45%
NOW B 0.83% 1.0% 0.83%
NSIT C 0.35% 1.0% 0.35%
NTAP D 0.99% 1.0% 0.99%
NTNX A 0.09% 1.0% 0.09%
NVDA D 1.23% 1.0% 1.0%
NXPI D 0.67% 1.0% 0.67%
OLED D 0.23% 1.0% 0.23%
ON D 0.06% 1.0% 0.06%
ORCL A 0.4% 1.0% 0.4%
PANW B 0.61% 1.0% 0.61%
PATH D 0.05% 1.0% 0.05%
PINS F 0.67% 1.0% 0.67%
PRGS B 0.6% 1.0% 0.6%
PSTG F 0.72% 1.0% 0.72%
PTC D 0.35% 1.0% 0.35%
QCOM F 0.98% 1.0% 0.98%
QLYS F 0.53% 1.0% 0.53%
QRVO D 0.06% 1.0% 0.06%
RMBS F 0.19% 1.0% 0.19%
ROP C 0.23% 1.0% 0.23%
SMCI F 0.33% 1.0% 0.33%
SNAP F 0.34% 1.0% 0.34%
SNPS D 0.24% 1.0% 0.24%
SNX D 0.04% 1.0% 0.04%
SSTK F 0.29% 1.0% 0.29%
STX D 0.65% 1.0% 0.65%
SWKS D 0.49% 1.0% 0.49%
TDC F 0.24% 1.0% 0.24%
TEL C 0.29% 1.0% 0.29%
TRIP F 0.24% 1.0% 0.24%
TTWO B 0.1% 1.0% 0.1%
TXN C 1.05% 1.0% 1.0%
VRNS C 0.61% 1.0% 0.61%
VRSN C 0.32% 1.0% 0.32%
WDAY C 0.08% 1.0% 0.08%
WDC D 0.42% 1.0% 0.42%
XRX D 0.45% 1.0% 0.45%
YELP F 0.82% 1.0% 0.82%
ZD F 0.04% 1.0% 0.04%
ZIP C 0.24% 1.0% 0.24%
ZS F 0.52% 1.0% 0.52%
HLGE Overweight 248 Positions Relative to IGM
Symbol Grade Weight
EBAY A 1.08%
COST B 0.93%
WMT A 0.88%
MRK D 0.86%
JNJ B 0.83%
AMZN D 0.81%
ELV B 0.77%
JPM B 0.76%
REGN B 0.76%
HD B 0.75%
ABBV B 0.74%
UNH A 0.74%
AMGN C 0.72%
CL A 0.71%
C D 0.69%
MCK D 0.66%
DDS D 0.65%
HCA B 0.59%
LOW B 0.58%
BMY B 0.57%
JWN A 0.54%
BSX A 0.52%
VRTX D 0.52%
LLY B 0.52%
ZTS A 0.52%
TJX B 0.51%
ABT A 0.51%
M F 0.51%
CMCSA C 0.51%
BRK.A B 0.5%
BKNG C 0.5%
TMUS B 0.49%
GILD A 0.49%
MOH C 0.49%
BK B 0.49%
CAH A 0.49%
SYK A 0.46%
CHE C 0.46%
GRMN B 0.45%
WFC D 0.45%
MDT A 0.45%
LYV D 0.44%
AMED B 0.44%
CNC D 0.43%
COKE B 0.43%
HRB B 0.42%
AFL B 0.41%
RL A 0.41%
MTD C 0.4%
KR C 0.39%
BAC D 0.38%
OLLI D 0.38%
GS C 0.37%
COLL B 0.37%
KMB A 0.36%
CMG D 0.36%
UBER B 0.35%
PG A 0.35%
HWM B 0.34%
SYY A 0.34%
ROST B 0.34%
VZ B 0.34%
CW B 0.34%
PHM B 0.33%
CVS F 0.33%
GD B 0.33%
CARS D 0.32%
TDG B 0.32%
GM B 0.32%
MCRI A 0.32%
VST C 0.31%
EVR B 0.31%
COF C 0.31%
SKX B 0.3%
VTRS C 0.3%
EHC B 0.29%
CBOE A 0.29%
CALM B 0.29%
YUM B 0.29%
DGX B 0.29%
BRBR A 0.28%
BPOP B 0.28%
HLT C 0.28%
ACI D 0.27%
WAT B 0.27%
UHS B 0.27%
STE A 0.27%
A B 0.26%
PNC B 0.26%
AXP B 0.25%
PEP A 0.24%
DHR B 0.24%
SFM B 0.24%
MAR D 0.24%
DIS F 0.24%
MTB B 0.24%
AIG D 0.23%
NVR B 0.23%
ZBH D 0.22%
STT B 0.22%
WELL A 0.22%
TGT B 0.22%
TMO A 0.22%
WST D 0.22%
HSIC C 0.21%
MCD A 0.21%
HLI B 0.21%
DPZ D 0.2%
TSCO B 0.2%
LMT A 0.2%
DUK A 0.2%
NWSA C 0.2%
PRU C 0.2%
CRVL B 0.19%
CB A 0.19%
JBSS D 0.19%
AMP B 0.19%
HSY A 0.19%
DHI B 0.19%
THO C 0.19%
RJF D 0.19%
MOG.A C 0.18%
WSM D 0.18%
MCO B 0.18%
HON D 0.18%
ITCI C 0.18%
PFE D 0.17%
LEN B 0.17%
IRM B 0.17%
WGO D 0.17%
OFG B 0.17%
ETR A 0.17%
SHOO C 0.16%
MDLZ A 0.16%
CHD A 0.16%
SO A 0.16%
HBAN B 0.16%
DECK C 0.15%
PDCO F 0.15%
ISRG B 0.15%
TXRH D 0.15%
HII B 0.15%
VEEV A 0.15%
GOLF C 0.14%
NYT C 0.14%
SPG B 0.14%
TRV A 0.14%
DRI A 0.13%
GEHC B 0.13%
BWXT C 0.13%
KO B 0.13%
PJT C 0.13%
F D 0.13%
EW F 0.13%
XEL A 0.12%
PPL A 0.12%
IMKTA D 0.12%
EXPE C 0.12%
WWD D 0.12%
DFIN B 0.12%
LZB C 0.11%
PRG B 0.11%
ENSG B 0.11%
PRDO D 0.11%
PSMT B 0.11%
FOXA B 0.11%
SF C 0.11%
GHC C 0.1%
IQV B 0.1%
LEVI C 0.1%
BIIB D 0.1%
PFBC C 0.1%
BLK B 0.1%
IDXX D 0.1%
JXN C 0.1%
PVH F 0.1%
SIRI F 0.1%
CTRE A 0.1%
IBOC C 0.1%
FITB B 0.1%
MSGS B 0.1%
WDFC A 0.09%
NOC B 0.09%
JEF B 0.09%
WING C 0.09%
PBH A 0.08%
JJSF C 0.08%
BJ D 0.08%
FBP B 0.08%
ULTA D 0.07%
LULU F 0.07%
SYF C 0.07%
CEG D 0.07%
BDX D 0.07%
EXEL B 0.07%
NWL A 0.06%
CASY C 0.06%
MET B 0.06%
HST D 0.06%
FLO A 0.06%
LRN B 0.06%
TFC B 0.06%
NRG C 0.06%
COLM B 0.06%
VOYA B 0.05%
HEI B 0.05%
AGO D 0.05%
PFG D 0.05%
SRCE C 0.05%
LTC A 0.05%
WOR F 0.05%
CRI C 0.05%
EIX A 0.05%
NHC B 0.05%
PEBO C 0.05%
KSS F 0.04%
T A 0.04%
PINC A 0.04%
RHP D 0.04%
NHI A 0.04%
ANF D 0.04%
WBA F 0.04%
PATK B 0.04%
HOLX A 0.04%
TGNA D 0.04%
BRKR C 0.04%
GE C 0.04%
WTFC B 0.04%
PLAY F 0.04%
BBY A 0.04%
KHC A 0.03%
GIS A 0.03%
TXT D 0.03%
SEIC D 0.03%
LHX C 0.03%
SHO D 0.03%
FCNCA C 0.03%
USFD B 0.02%
FROG F 0.02%
VICI A 0.02%
DLTR F 0.02%
TOWN B 0.02%
L B 0.02%
MTN C 0.01%
GEV A 0.01%
USB B 0.01%
BUSE B 0.01%
SIG F 0.01%
HLGE Underweight 190 Positions Relative to IGM
Symbol Grade Weight
CRSR F -1.0%
AVNW F -1.0%
RBBN D -1.0%
ADTN F -1.0%
TWKS A -1.0%
SEMR D -1.0%
AAOI C -1.0%
MLNK B -1.0%
NTGR B -1.0%
CLFD D -1.0%
PLTK D -1.0%
SWI B -1.0%
BMBL D -1.0%
GDYN B -1.0%
FSLY F -1.0%
ETWO D -1.0%
CNXN B -1.0%
PRO F -1.0%
NABL D -1.0%
COMM B -1.0%
PDFS D -1.0%
CXM F -1.0%
NSSC F -1.0%
ICHR F -1.0%
ATEN D -1.0%
DGII B -1.0%
MXL F -1.0%
ASAN F -1.0%
MTTR C -1.0%
AVPT A -1.0%
WOLF F -1.0%
JAMF D -1.0%
COHU F -1.0%
SEDG F -1.0%
ZUO D -1.0%
ADEA B -1.0%
IONQ F -1.0%
APPN F -1.0%
PWSC A -1.0%
VSAT D -1.0%
INFN A -1.0%
SPT F -1.0%
CTS D -1.0%
ALKT C -1.0%
PLAB F -1.0%
NTCT C -1.0%
KN D -1.0%
UCTT F -1.0%
DBD B -1.0%
VRNT F -1.0%
HLIT B -1.0%
ROG F -1.0%
RAMP F -1.0%
VERX C -1.0%
VIAV C -1.0%
VECO F -1.0%
PD F -1.0%
INTA B -1.0%
MIR D -1.0%
TTMI D -1.0%
RIOT F -1.0%
VYX F -1.0%
EXTR C -1.0%
ENV B -1.0%
NCNO D -1.0%
IPGP F -1.0%
DOCN B -1.0%
CLSK F -1.0%
AI F -1.0%
FRSH F -1.0%
AMBA D -1.0%
CALX D -1.0%
ALGM F -1.0%
FIVN F -1.0%
AGYS C -1.0%
KLIC F -1.0%
RPD F -1.0%
OSIS C -1.0%
SQSP A -1.0%
VSH F -1.0%
PLUS B -1.0%
SITM C -1.0%
RNG D -1.0%
BL D -1.0%
BRZE F -1.0%
YOU B -1.0%
SMTC B -1.0%
DV F -1.0%
PRFT A -1.0%
CXT D -1.0%
ZI F -1.0%
ALRM F -1.0%
SYNA F -1.0%
PEGA B -1.0%
AMKR F -1.0%
ACLS F -1.0%
BLKB B -1.0%
PLXS B -1.0%
POWI F -1.0%
FORM F -1.0%
SLAB D -1.0%
CCCS D -1.0%
WK D -1.0%
AEIS D -1.0%
SANM D -1.0%
LITE C -1.0%
CWAN B -1.0%
MARA F -1.0%
AUR B -1.0%
DXC A -1.0%
PI C -1.0%
ZETA B -1.0%
BDC B -1.0%
U D -1.0%
ASGN D -1.0%
QTWO B -1.0%
ITRI D -1.0%
APPF D -1.0%
BOX A -1.0%
TENB D -1.0%
HCP B -1.0%
ALTR D -1.0%
CFLT F -1.0%
PCOR F -1.0%
VNT F -1.0%
ACIW B -1.0%
KD D -1.0%
BILL C -1.0%
BMI C -1.0%
LSCC F -1.0%
ESTC F -1.0%
NOVT C -1.0%
LFUS C -1.0%
AZPN A -1.0%
S D -1.0%
CGNX D -1.0%
SMAR A -1.0%
MKSI F -1.0%
ARW B -1.0%
SPSC D -1.0%
IOT A -1.0%
CIEN B -1.0%
FN C -1.0%
ONTO D -1.0%
COHR C -1.0%
TWLO D -1.0%
BSY D -1.0%
DOCU A -1.0%
FFIV B -1.0%
EPAM C -1.0%
DT A -1.0%
OKTA F -1.0%
GWRE A -1.0%
JBL F -1.0%
JNPR A -1.0%
TRMB D -1.0%
GEN B -1.0%
ENPH D -1.0%
APP B -1.0%
ENTG D -1.0%
ZBRA C -1.0%
ZM B -1.0%
MSTR F -1.0%
TER D -1.0%
TDY B -1.0%
MDB C -1.0%
RBLX B -1.0%
FSLR C -1.0%
NET F -1.0%
TYL A -1.0%
KEYS C -1.0%
HUBS F -1.0%
TEAM F -1.0%
ANSS D -1.0%
GLW C -1.0%
DDOG D -1.0%
SNOW F -1.0%
IT B -1.0%
CTSH B -1.0%
PLTR B -1.0%
MSI B -1.0%
APH D -1.0%
ANET D -1.0%
KLAC D -1.0%
LRCX F -1.0%
AMAT F -1.0%
IBM A -1.0%
CSCO B -1.0%
ACN A -1.0%
GOOG D -1.0%
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