HLGE vs. INFO ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to Harbor PanAgora Dynamic Large Cap Core ETF (INFO)

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

INFO

Harbor PanAgora Dynamic Large Cap Core ETF

INFO Description

INFO aims to generate alpha consistently within the large-cap US market. Portfolio construction utilizes a bottom-up investment strategy integrating fundamental analysis with quantitative techniques and risk management tools. The subadvisor employs a proprietary alpha modeling framework to identify companies with strong financial and operational health, aiming for above-market returns relative to the S&P 500 Index. The strategy incorporates uncorrelated alpha factors, such as value, momentum, and quality. Additionally, ESG attributes are also evaluated to enhance the overall alpha scores. Security weighting is determined using a proprietary optimization technique, balancing alpha generation with risk metrics like tracking err, market risk, and concentration risk.

Grade (RS Rating)

Last Trade

$20.71

Average Daily Volume

785

Number of Holdings ^*

116

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	INFO
30 Days	3.61%	1.88%
60 Days	3.94%
90 Days	5.95%
12 Months	29.57%

65 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in INFO	Overlap
A	D	0.35%	0.73%	0.35%
AAPL	C	0.82%	6.96%	0.82%
ALL	A	0.02%	0.83%	0.02%
AMD	F	0.16%	0.19%	0.16%
AMZN	C	1.05%	4.08%	1.05%
AVGO	D	0.53%	1.22%	0.53%
AXP	A	0.27%	0.56%	0.27%
AXS	A	0.06%	0.2%	0.06%
BK	A	0.52%	0.48%	0.48%
BMY	B	0.35%	0.64%	0.35%
BRK.A	B	0.44%	0.99%	0.44%
CI	F	0.35%	0.88%	0.35%
CL	D	0.67%	0.55%	0.55%
CMCSA	B	0.54%	0.86%	0.54%
CNC	D	0.2%	0.41%	0.2%
COST	B	0.51%	0.89%	0.51%
DHI	D	0.1%	0.22%	0.1%
DTE	C	0.08%	0.18%	0.08%
DUK	C	0.31%	0.13%	0.13%
EBAY	D	1.01%	0.25%	0.25%
EQH	B	0.12%	0.07%	0.07%
EQR	B	0.13%	0.76%	0.13%
ETR	B	0.28%	0.85%	0.28%
GDDY	A	0.27%	0.43%	0.27%
GM	B	0.74%	1.02%	0.74%
GOOGL	C	1.03%	3.86%	1.03%
HD	A	0.67%	0.08%	0.08%
HLT	A	0.21%	0.05%	0.05%
HOLX	D	0.11%	0.73%	0.11%
INTU	C	0.33%	0.81%	0.33%
JNJ	D	0.73%	0.94%	0.73%
JPM	A	0.36%	1.87%	0.36%
KR	B	0.54%	0.52%	0.52%
LLY	F	0.52%	0.91%	0.52%
LMT	D	0.54%	0.94%	0.54%
MCK	B	0.68%	0.94%	0.68%
MDLZ	F	0.04%	0.62%	0.04%
META	D	1.06%	3.01%	1.06%
MRK	F	0.46%	1.12%	0.46%
MSFT	F	0.83%	6.1%	0.83%
MTD	D	0.53%	0.48%	0.48%
MU	D	0.38%	0.23%	0.23%
NFLX	A	0.6%	1.13%	0.6%
NOC	D	0.17%	0.1%	0.1%
NOW	A	0.88%	1.2%	0.88%
NRG	B	0.04%	0.74%	0.04%
NTAP	C	0.79%	0.68%	0.68%
NVDA	C	1.17%	7.25%	1.17%
NXPI	D	0.83%	0.17%	0.17%
PEP	F	0.33%	0.76%	0.33%
PG	A	0.32%	0.35%	0.32%
QCOM	F	0.89%	0.89%	0.89%
QRVO	F	0.16%	0.19%	0.16%
ROST	C	0.17%	0.41%	0.17%
SPG	B	0.18%	0.86%	0.18%
SPGI	C	0.14%	0.69%	0.14%
SYF	B	0.25%	1.01%	0.25%
TGT	F	0.37%	0.68%	0.37%
TJX	A	0.63%	1.04%	0.63%
UBER	D	0.34%	0.34%	0.34%
UNH	C	0.57%	0.34%	0.34%
UNM	A	0.09%	0.25%	0.09%
VEEV	C	0.1%	0.35%	0.1%
WFC	A	0.39%	1.12%	0.39%
WMT	A	0.82%	1.22%	0.82%

HLGE Overweight 274 Positions Relative to INFO

Symbol	Grade	Weight
CARG	C	1.18%
ORCL	B	1.03%
DELL	C	0.94%
CARS	B	0.94%
TXN	C	0.92%
HPE	B	0.89%
CVLT	B	0.89%
YELP	C	0.86%
HPQ	B	0.82%
FICO	B	0.81%
PSTG	D	0.79%
STX	D	0.79%
JWN	C	0.76%
DDS	B	0.75%
WDC	D	0.74%
BKNG	A	0.74%
LOW	D	0.73%
FTNT	C	0.72%
TMUS	B	0.7%
VRTX	F	0.68%
DLB	B	0.66%
PRGS	A	0.66%
MCHP	D	0.6%
ADI	D	0.6%
MTCH	D	0.6%
CRUS	D	0.57%
TRIP	F	0.57%
AXNX	C	0.57%
PI	D	0.56%
GILD	C	0.54%
ELV	F	0.53%
OLED	D	0.53%
GS	A	0.53%
M	D	0.53%
BSX	B	0.52%
PANW	C	0.52%
T	A	0.5%
CORT	B	0.49%
PINS	D	0.49%
MPWR	F	0.48%
EA	A	0.47%
MS	A	0.44%
C	A	0.44%
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%
PNC	B	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%
BAC	A	0.38%
FITB	A	0.37%
IAC	D	0.36%
CALM	A	0.36%
SWKS	F	0.36%
CRWD	B	0.35%
ISRG	A	0.35%
GD	F	0.35%
IRM	D	0.35%
ON	D	0.34%
CW	B	0.34%
VZ	C	0.34%
MTSI	B	0.34%
XRX	F	0.33%
TMO	F	0.33%
ABT	B	0.33%
ABBV	D	0.33%
SO	D	0.32%
DIOD	D	0.32%
RTX	C	0.32%
STT	A	0.31%
EDR	A	0.31%
UTHR	C	0.3%
KMB	D	0.3%
WELL	A	0.3%
AMGN	D	0.3%
NVR	D	0.3%
RF	A	0.29%
HEI	B	0.28%
GRMN	B	0.28%
MCRI	A	0.28%
CDNS	B	0.28%
YUM	B	0.28%
MDT	D	0.28%
HBAN	A	0.28%
ADSK	A	0.28%
USB	A	0.28%
SYY	B	0.27%
PRU	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%
HUM	C	0.25%
TENB	C	0.24%
INCY	C	0.24%
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%
INTC	D	0.23%
HON	B	0.23%
PHM	D	0.23%
RMD	C	0.22%
POWI	D	0.22%
NYT	C	0.22%
PFE	D	0.21%
PPL	B	0.21%
ITCI	C	0.21%
CINF	A	0.21%
TDG	D	0.21%
LRN	A	0.21%
PRG	C	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%
COF	B	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%
BLK	C	0.18%
AVB	B	0.18%
HSY	F	0.17%
PSMT	C	0.17%
DGX	A	0.16%
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%
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%
AFL	B	0.15%
MMSI	B	0.15%
TDC	D	0.15%
ORI	A	0.14%
FOXA	B	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%
FE	C	0.14%
SF	B	0.13%
SHOO	D	0.13%
AGYS	A	0.13%
CHD	B	0.13%
RJF	A	0.13%
AEP	D	0.13%
TROW	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%
ICE	C	0.11%
LZB	B	0.11%
AVT	C	0.11%
MOG.A	B	0.11%
JEF	A	0.11%
LHX	C	0.11%
ZBH	C	0.11%
ED	D	0.1%
PJT	A	0.1%
EIX	B	0.1%
HIMS	B	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%
GIS	D	0.08%
VTRS	A	0.08%
MET	A	0.08%
F	C	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%
PRDO	B	0.06%
CPRX	C	0.06%
AIG	B	0.06%
NWL	B	0.06%
VSTO	A	0.06%
AEE	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%
WEC	A	0.04%
VCTR	B	0.04%
CBRE	B	0.04%
DIS	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%
CFG	B	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%
ANIP	F	0.01%
UE	C	0.01%
AMG	B	0.01%
CVS	D	0.01%
PIPR	B	0.01%

HLGE Underweight 51 Positions Relative to INFO

Symbol	Grade	Weight
MA	C	-1.61%
CRM	B	-1.54%
TSLA	B	-1.38%
XOM	B	-1.16%
V	A	-1.13%
GE	D	-1.1%
BKR	B	-0.97%
TT	A	-0.95%
MSI	B	-0.95%
AMAT	F	-0.93%
LRCX	F	-0.87%
MSCI	C	-0.82%
ANET	C	-0.82%
MMC	B	-0.81%
HIG	B	-0.79%
LDOS	C	-0.78%
EXC	C	-0.76%
CTVA	C	-0.76%
CBOE	B	-0.73%
MAS	D	-0.72%
EQIX	A	-0.69%
FTV	C	-0.64%
VRSK	A	-0.61%
MPC	D	-0.61%
ECL	D	-0.57%
INVH	D	-0.56%
AVY	D	-0.46%
PYPL	B	-0.43%
DD	D	-0.42%
WDAY	B	-0.42%
DASH	A	-0.4%
SSNC	B	-0.37%
MELI	D	-0.36%
NEE	D	-0.36%
INGR	B	-0.35%
FTI	A	-0.35%
RPM	A	-0.34%
ALNY	D	-0.3%
ILMN	D	-0.3%
ATR	B	-0.3%
WAB	B	-0.27%
CBSH	A	-0.25%
SNOW	C	-0.22%
MKC	D	-0.2%
NOV	C	-0.19%
EOG	A	-0.16%
MTG	C	-0.13%
PH	A	-0.13%
THC	D	-0.09%
AMT	D	-0.08%
TOL	B	-0.06%