HLGE vs. IUSG ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to iShares Core U.S. Growth ETF (IUSG)

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

$31.18

Average Daily Volume

425

Number of Holdings ^*

340

* may have additional holdings in another (foreign) market

IUSG

iShares Core U.S. Growth ETF

IUSG Description

The investment seeks to track the investment results of a broad-based index composed of U.S. equities that exhibit growth characteristics. 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. It seeks to track the investment results of the Russell 3000 Growth Index (the "underlying index"), which measures the performance of the growth sector of the broad U.S. equity market.

Grade (RS Rating)

Last Trade

$131.69

Average Daily Volume

372,663

Number of Holdings ^*

485

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	IUSG
30 Days	-0.72%	6.38%
60 Days	5.16%	12.97%
90 Days	2.10%	0.12%
12 Months	31.02%	40.14%

122 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in IUSG	Overlap
AAPL	C	0.83%	11.95%	0.83%
ABBV	C	0.4%	0.45%	0.4%
ABNB	D	0.06%	0.1%	0.06%
ACGL	A	0.06%	0.15%	0.06%
ADBE	F	0.13%	0.77%	0.13%
ADI	B	0.65%	0.23%	0.23%
ADSK	B	0.25%	0.1%	0.1%
AMD	C	0.19%	0.9%	0.19%
AMED	D	0.47%	0.0%	0.0%
AMP	A	0.13%	0.09%	0.09%
AMZN	C	0.95%	6.01%	0.95%
ANSS	D	0.15%	0.05%	0.05%
AVGO	B	0.53%	2.71%	0.53%
AXP	A	0.25%	0.37%	0.25%
BCO	C	0.04%	0.02%	0.02%
BKNG	B	0.63%	0.48%	0.48%
BRBR	A	0.03%	0.02%	0.02%
BSX	A	0.51%	0.24%	0.24%
CASY	D	0.04%	0.05%	0.04%
CDNS	D	0.25%	0.25%	0.25%
CHD	D	0.13%	0.04%	0.04%
CHE	D	0.18%	0.02%	0.02%
CHTR	D	0.07%	0.05%	0.05%
CL	D	0.77%	0.11%	0.11%
COKE	C	0.1%	0.03%	0.03%
COLM	B	0.02%	0.0%	0.0%
COST	C	0.5%	0.57%	0.5%
CRUS	D	0.69%	0.01%	0.01%
CRWD	D	0.28%	0.22%	0.22%
CVLT	B	0.8%	0.01%	0.01%
CW	A	0.32%	0.03%	0.03%
DELL	C	0.81%	0.06%	0.06%
DHI	C	0.12%	0.2%	0.12%
DLB	D	0.7%	0.01%	0.01%
DOCS	A	0.06%	0.01%	0.01%
EA	D	0.42%	0.05%	0.05%
EHC	C	0.21%	0.02%	0.02%
EQH	B	0.11%	0.01%	0.01%
EVR	C	0.06%	0.02%	0.02%
EXEL	B	0.19%	0.03%	0.03%
FICO	C	0.68%	0.16%	0.16%
FTNT	A	0.59%	0.17%	0.17%
GDDY	B	0.23%	0.08%	0.08%
GOOGL	B	1.0%	3.4%	1.0%
GRMN	D	0.23%	0.05%	0.05%
HCA	C	0.47%	0.13%	0.13%
HD	A	0.69%	0.52%	0.52%
HLI	A	0.04%	0.03%	0.03%
HLT	A	0.2%	0.2%	0.2%
HRB	C	0.22%	0.03%	0.03%
HSY	D	0.19%	0.04%	0.04%
IDXX	D	0.1%	0.08%	0.08%
INTU	F	0.29%	0.59%	0.29%
IRM	B	0.38%	0.06%	0.06%
ISRG	C	0.32%	0.39%	0.32%
KO	C	0.48%	0.38%	0.38%
LAMR	C	0.21%	0.02%	0.02%
LLY	D	0.6%	2.42%	0.6%
LNTH	C	0.07%	0.03%	0.03%
LOPE	D	0.14%	0.01%	0.01%
LYV	A	0.03%	0.06%	0.03%
MANH	A	0.03%	0.06%	0.03%
MCD	A	0.03%	0.33%	0.03%
MCHP	F	0.72%	0.09%	0.09%
MCO	D	0.4%	0.12%	0.12%
MDLZ	D	0.04%	0.14%	0.04%
META	A	1.08%	4.37%	1.08%
MORN	B	0.03%	0.03%	0.03%
MPWR	B	0.77%	0.15%	0.15%
MRK	F	0.54%	0.4%	0.4%
MSFT	D	0.83%	10.86%	0.83%
MTD	C	0.65%	0.04%	0.04%
MTSI	B	0.3%	0.01%	0.01%
NFLX	A	0.52%	1.05%	0.52%
NOW	B	0.75%	0.62%	0.62%
NTAP	D	0.83%	0.03%	0.03%
NVDA	B	0.96%	10.0%	0.96%
NVR	C	0.34%	0.11%	0.11%
NXPI	F	0.88%	0.15%	0.15%
NYT	C	0.23%	0.03%	0.03%
OLED	B	0.66%	0.03%	0.03%
OLLI	C	0.44%	0.02%	0.02%
ON	F	0.37%	0.05%	0.05%
ORCL	A	0.94%	0.93%	0.93%
PANW	B	0.45%	0.37%	0.37%
PEP	F	0.35%	0.29%	0.29%
PG	D	0.34%	0.55%	0.34%
PGR	B	0.2%	0.26%	0.2%
PHM	C	0.27%	0.1%	0.1%
POWI	F	0.22%	0.01%	0.01%
PSTG	F	0.79%	0.05%	0.05%
PTC	B	0.24%	0.04%	0.04%
QCOM	D	0.92%	0.33%	0.33%
QLYS	F	0.33%	0.02%	0.02%
RCL	B	0.19%	0.14%	0.14%
REGN	D	0.59%	0.23%	0.23%
ROP	D	0.08%	0.09%	0.08%
ROST	D	0.18%	0.17%	0.17%
SFM	A	0.12%	0.02%	0.02%
SNPS	F	0.21%	0.26%	0.21%
SPG	A	0.17%	0.07%	0.07%
SPGI	C	0.15%	0.25%	0.15%
STE	D	0.05%	0.05%	0.05%
STX	C	0.9%	0.03%	0.03%
SYK	C	0.39%	0.27%	0.27%
TDC	D	0.16%	0.01%	0.01%
TDG	A	0.24%	0.28%	0.24%
TJX	D	0.63%	0.3%	0.3%
TMO	D	0.39%	0.31%	0.31%
TNL	B	0.02%	0.01%	0.01%
TSCO	A	0.2%	0.05%	0.05%
TXN	C	0.92%	0.24%	0.24%
TYL	D	0.21%	0.09%	0.09%
UBER	C	0.36%	0.54%	0.36%
UNH	B	0.58%	0.71%	0.58%
UTHR	C	0.28%	0.03%	0.03%
VRSN	C	0.07%	0.03%	0.03%
VRTX	D	0.68%	0.27%	0.27%
WAT	B	0.2%	0.03%	0.03%
WSM	C	0.14%	0.07%	0.07%
YUM	C	0.29%	0.06%	0.06%
ZTS	C	0.46%	0.17%	0.17%

HLGE Overweight 218 Positions Relative to IUSG

Symbol	Grade	Weight
EBAY	A	1.08%
CARG	C	1.0%
CARS	F	0.86%
HPE	B	0.85%
YELP	D	0.83%
WMT	A	0.81%
WDC	C	0.8%
HPQ	B	0.8%
JNJ	D	0.78%
LOW	C	0.75%
MTCH	B	0.74%
JWN	D	0.73%
ELV	F	0.68%
PRGS	A	0.67%
DDS	D	0.67%
PI	A	0.66%
TMUS	A	0.62%
LMT	A	0.62%
GM	D	0.59%
TRIP	D	0.57%
AXNX	A	0.57%
MCK	F	0.57%
PINS	D	0.56%
M	D	0.54%
KR	C	0.53%
CMCSA	B	0.51%
T	B	0.51%
GILD	A	0.5%
BK	A	0.49%
GS	B	0.45%
BRK.A	B	0.44%
CORT	B	0.43%
SNAP	D	0.42%
VRNS	B	0.42%
ACI	F	0.41%
SWKS	F	0.41%
C	B	0.4%
A	B	0.4%
XRX	D	0.4%
IAC	C	0.4%
CI	D	0.39%
VZ	C	0.39%
MU	D	0.39%
GD	C	0.38%
DIOD	F	0.38%
GEN	A	0.38%
TGT	C	0.37%
MTB	A	0.36%
PNC	C	0.36%
RTX	A	0.35%
MS	A	0.35%
FITB	C	0.34%
AMGN	D	0.34%
SO	A	0.34%
KMB	D	0.33%
COLL	A	0.33%
DUK	C	0.33%
ABT	C	0.33%
BAC	B	0.33%
OGN	F	0.32%
EDR	A	0.32%
BMY	A	0.32%
WFC	B	0.31%
CALM	A	0.31%
ZETA	B	0.31%
JPM	C	0.31%
STT	A	0.3%
WELL	C	0.3%
MDT	C	0.3%
SYY	D	0.28%
HEI	C	0.27%
PEG	A	0.27%
USB	C	0.26%
HUM	F	0.26%
CNC	F	0.26%
ETR	A	0.26%
RF	B	0.26%
PRU	B	0.26%
MCRI	B	0.26%
CB	A	0.25%
QRVO	F	0.25%
TENB	D	0.24%
SMTC	C	0.24%
KTB	C	0.24%
COR	F	0.23%
HBAN	B	0.23%
PFE	D	0.23%
MSGS	A	0.23%
PPL	C	0.22%
INTC	D	0.22%
RMD	C	0.22%
INCY	B	0.21%
WMK	D	0.21%
HON	C	0.21%
PRG	C	0.21%
SYF	A	0.2%
BJ	B	0.2%
CINF	A	0.2%
FSLR	C	0.2%
ZUO	F	0.2%
JHG	A	0.2%
ACIW	A	0.19%
NOC	B	0.19%
DHR	D	0.18%
KVUE	C	0.18%
ITCI	D	0.18%
LRN	D	0.18%
AVB	C	0.18%
PSMT	A	0.18%
BLK	A	0.17%
BOX	C	0.17%
KSS	D	0.17%
ADUS	D	0.17%
DGX	D	0.16%
VICI	C	0.16%
AFL	A	0.16%
IMKTA	F	0.16%
FE	C	0.16%
BDX	C	0.15%
AEP	C	0.15%
SHOO	A	0.15%
FLO	D	0.15%
NHI	C	0.15%
MMSI	C	0.15%
PDCO	F	0.15%
CRVL	C	0.15%
UPBD	F	0.15%
FCNCA	D	0.15%
COF	A	0.15%
WGO	D	0.14%
CRDO	B	0.14%
APPN	C	0.14%
SHO	B	0.13%
EQR	C	0.13%
ORI	A	0.13%
AGYS	D	0.12%
HOLX	D	0.12%
TROW	D	0.12%
SQSP	A	0.12%
TFC	D	0.12%
ALKT	D	0.12%
JXN	A	0.11%
LZB	D	0.11%
EIX	C	0.11%
ED	C	0.11%
BKE	B	0.11%
AVT	B	0.11%
ICE	A	0.11%
LHX	A	0.11%
ZBH	F	0.11%
FOXA	B	0.11%
BBY	C	0.11%
GIS	C	0.1%
JEF	A	0.1%
RJF	B	0.1%
MOG.A	C	0.1%
SF	A	0.1%
APP	A	0.09%
VTR	C	0.09%
KLG	F	0.09%
DTE	B	0.09%
O	C	0.09%
ETSY	F	0.09%
VEEV	C	0.09%
DFIN	B	0.09%
HIMS	C	0.09%
SRE	C	0.08%
BPOP	D	0.08%
VTRS	D	0.08%
UNM	A	0.08%
GOLF	F	0.08%
F	D	0.08%
THO	C	0.08%
MET	A	0.08%
PJT	A	0.08%
DOCU	A	0.06%
EPC	F	0.06%
PINC	F	0.06%
AIG	C	0.06%
FTDR	B	0.06%
CAH	B	0.06%
AEE	A	0.06%
OFG	D	0.06%
WOR	F	0.05%
LMAT	A	0.05%
PRDO	D	0.05%
NWL	D	0.05%
WBA	F	0.05%
AXS	A	0.05%
SGH	D	0.05%
VSTO	B	0.05%
CPRX	C	0.05%
DIS	D	0.04%
CBRE	C	0.04%
NRG	A	0.04%
WEC	B	0.04%
ZS	F	0.04%
MKL	B	0.04%
FHI	A	0.04%
CNK	D	0.03%
LTC	D	0.03%
CTRE	C	0.03%
CFG	C	0.03%
MRVL	C	0.03%
APO	A	0.03%
VCTR	A	0.03%
PBH	D	0.03%
CASH	C	0.02%
MMM	C	0.02%
WHR	C	0.02%
ALL	A	0.02%
PFBC	D	0.02%
SNEX	B	0.02%
UE	C	0.01%
ANIP	F	0.01%
AMG	B	0.01%
PIPR	A	0.01%
CVS	D	0.01%

HLGE Underweight 363 Positions Relative to IUSG

Symbol	Grade	Weight
GOOG	B	-2.81%
TSLA	C	-2.49%
V	B	-1.06%
MA	A	-1.02%
CRM	B	-0.91%
AMAT	C	-0.57%
LIN	C	-0.41%
ACN	B	-0.41%
CAT	A	-0.38%
LRCX	D	-0.36%
KLAC	B	-0.35%
ANET	A	-0.34%
GE	B	-0.3%
COP	D	-0.3%
KKR	A	-0.3%
ETN	B	-0.28%
CMG	C	-0.27%
BX	C	-0.27%
PLTR	A	-0.26%
PM	D	-0.24%
SBUX	B	-0.23%
UNP	F	-0.23%
PH	A	-0.22%
TT	A	-0.21%
DE	C	-0.21%
MMC	D	-0.2%
MAR	A	-0.2%
URI	C	-0.19%
FI	A	-0.19%
ORLY	A	-0.17%
CPRT	B	-0.16%
NKE	D	-0.16%
EOG	B	-0.16%
VST	A	-0.15%
APH	D	-0.15%
MSI	A	-0.15%
SHW	C	-0.15%
ADP	A	-0.15%
AMT	D	-0.15%
EQIX	C	-0.14%
BA	F	-0.14%
FCX	B	-0.13%
ODFL	F	-0.13%
CEG	A	-0.13%
AZO	D	-0.13%
PCAR	D	-0.13%
HES	D	-0.13%
CTAS	C	-0.13%
AON	A	-0.13%
IT	A	-0.13%
FANG	D	-0.12%
OKE	A	-0.12%
CSX	D	-0.12%
GWW	B	-0.12%
WM	B	-0.12%
IR	A	-0.11%
MPC	D	-0.11%
LULU	D	-0.11%
CARR	A	-0.11%
AJG	C	-0.11%
ITW	C	-0.11%
ECL	C	-0.11%
TRGP	A	-0.11%
AXON	A	-0.1%
CME	A	-0.1%
PWR	A	-0.1%
GEV	A	-0.1%
LEN	C	-0.09%
MSCI	B	-0.09%
FTV	C	-0.09%
MLM	F	-0.08%
WST	D	-0.08%
MNST	D	-0.08%
CPAY	A	-0.08%
WMB	A	-0.08%
BLDR	C	-0.08%
NUE	D	-0.08%
RSG	D	-0.08%
DECK	B	-0.08%
PSA	C	-0.08%
HWM	A	-0.08%
AME	C	-0.07%
LII	C	-0.07%
BRO	A	-0.07%
EME	B	-0.07%
DLR	C	-0.07%
FAST	C	-0.07%
SMCI	F	-0.07%
CSL	A	-0.07%
VMC	D	-0.07%
VRSK	D	-0.07%
TOL	C	-0.06%
RS	D	-0.06%
DXCM	F	-0.06%
OTIS	A	-0.06%
WSO	C	-0.06%
TEL	D	-0.06%
DAL	C	-0.06%
PAYX	B	-0.06%
EXPE	B	-0.06%
DFS	A	-0.06%
FND	C	-0.05%
CSGP	F	-0.05%
FIX	A	-0.05%
EFX	D	-0.05%
CBOE	B	-0.05%
BR	B	-0.05%
ROK	D	-0.05%
EW	F	-0.05%
GGG	C	-0.05%
CE	D	-0.05%
IQV	F	-0.05%
OC	C	-0.05%
DT	B	-0.05%
WWD	C	-0.04%
DRI	C	-0.04%
DUOL	B	-0.04%
BWXT	A	-0.04%
SBAC	C	-0.04%
KNSL	B	-0.04%
HUBB	A	-0.04%
OVV	D	-0.04%
LECO	D	-0.04%
WMS	D	-0.04%
PNR	C	-0.04%
LVS	B	-0.04%
SAIA	D	-0.04%
TPL	A	-0.04%
NVT	C	-0.04%
NBIX	F	-0.04%
CTRA	D	-0.04%
TXRH	A	-0.04%
STLD	C	-0.04%
MOH	F	-0.04%
ULTA	D	-0.04%
ITT	C	-0.04%
TTWO	D	-0.04%
BLD	D	-0.04%
CDW	D	-0.04%
CLH	B	-0.04%
WING	C	-0.04%
TTEK	A	-0.04%
CCL	C	-0.04%
AKAM	D	-0.03%
HST	D	-0.03%
HALO	D	-0.03%
JBL	C	-0.03%
AVTR	D	-0.03%
CR	A	-0.03%
TREX	D	-0.03%
PEN	D	-0.03%
RRC	D	-0.03%
BMRN	F	-0.03%
RGEN	F	-0.03%
AXTA	C	-0.03%
RNR	A	-0.03%
LNW	F	-0.03%
UFPI	C	-0.03%
ERIE	A	-0.03%
SSD	B	-0.03%
FCN	C	-0.03%
MRO	B	-0.03%
POOL	D	-0.03%
CHRD	F	-0.03%
ENSG	D	-0.03%
RPM	A	-0.03%
FDS	C	-0.03%
FN	B	-0.03%
CROX	C	-0.03%
CF	A	-0.03%
MEDP	F	-0.03%
AIT	B	-0.03%
ELS	D	-0.03%
WEX	C	-0.03%
NCLH	C	-0.03%
PR	D	-0.03%
SKX	B	-0.03%
RBC	C	-0.03%
PRI	A	-0.03%
IBKR	A	-0.03%
COO	C	-0.03%
SRPT	F	-0.03%
MUSA	D	-0.03%
WYNN	B	-0.03%
APA	F	-0.03%
TPX	C	-0.03%
ALGN	D	-0.03%
EXP	C	-0.03%
BURL	C	-0.03%
MAS	C	-0.03%
ONTO	B	-0.03%
CHDN	C	-0.03%
LPX	C	-0.02%
FCFS	F	-0.02%
LSTR	F	-0.02%
TTC	F	-0.02%
RMBS	F	-0.02%
BRKR	D	-0.02%
GNTX	D	-0.02%
BYD	B	-0.02%
AYI	A	-0.02%
EPAM	F	-0.02%
CIVI	F	-0.02%
LFUS	C	-0.02%
WAL	C	-0.02%
CELH	F	-0.02%
WTRG	D	-0.02%
WLK	C	-0.02%
CNM	F	-0.02%
FIVE	D	-0.02%
CNX	A	-0.02%
DTM	A	-0.02%
ALLE	A	-0.02%
RGLD	C	-0.02%
GTLS	D	-0.02%
DCI	B	-0.02%
CZR	B	-0.02%
CCK	C	-0.02%
VNT	F	-0.02%
ALTR	B	-0.02%
DAY	C	-0.02%
APPF	C	-0.02%
EGP	D	-0.02%
NXT	F	-0.02%
VVV	D	-0.02%
ENPH	F	-0.02%
WTS	C	-0.02%
SCI	D	-0.02%
GNRC	B	-0.02%
MTDR	D	-0.02%
DBX	C	-0.02%
ACHC	F	-0.02%
XPO	F	-0.02%
EWBC	B	-0.02%
ELF	F	-0.02%
GLPI	C	-0.02%
LW	D	-0.02%
ESAB	C	-0.02%
MGM	D	-0.02%
DPZ	D	-0.02%
DKS	D	-0.02%
ROL	C	-0.02%
WFRD	F	-0.02%
ATR	A	-0.02%
PODD	C	-0.02%
ACM	A	-0.02%
CUBE	C	-0.02%
AOS	C	-0.02%
H	B	-0.02%
EXPD	D	-0.02%
MSA	F	-0.02%
HLNE	A	-0.02%
PLNT	B	-0.02%
SNA	C	-0.02%
ANF	D	-0.02%
AAON	A	-0.02%
PCTY	C	-0.02%
RYAN	A	-0.02%
AMH	D	-0.02%
LSCC	D	-0.02%
NSP	F	-0.01%
NSA	D	-0.01%
CAR	D	-0.01%
WEN	B	-0.01%
RYN	C	-0.01%
GATX	F	-0.01%
LANC	F	-0.01%
ENS	B	-0.01%
ALTM	D	-0.01%
FFIN	D	-0.01%
MSM	D	-0.01%
IRDM	C	-0.01%
TEX	F	-0.01%
BLKB	C	-0.01%
SLM	B	-0.01%
IDA	D	-0.01%
RH	C	-0.01%
HWC	D	-0.01%
TKR	B	-0.01%
MUR	F	-0.01%
EEFT	F	-0.01%
EPR	C	-0.01%
YETI	C	-0.01%
OZK	D	-0.01%
CPRI	C	-0.01%
ARWR	F	-0.01%
MTG	A	-0.01%
OLN	D	-0.01%
HAE	F	-0.01%
SHC	C	-0.01%
HXL	F	-0.01%
CYTK	D	-0.01%
SAIC	A	-0.01%
OPCH	F	-0.01%
MAT	B	-0.01%
CBSH	D	-0.01%
JAZZ	F	-0.01%
CFR	B	-0.01%
EXPO	A	-0.01%
PNFP	B	-0.01%
VNOM	A	-0.01%
PK	D	-0.01%
KBH	D	-0.01%
AZPN	A	-0.01%
CGNX	F	-0.01%
VOYA	A	-0.01%
AM	A	-0.01%
ROIV	D	-0.01%
KEX	C	-0.01%
FLS	A	-0.01%
SIGI	D	-0.01%
COTY	F	-0.01%
TKO	A	-0.01%
INGR	B	-0.01%
MKSI	F	-0.01%
BC	C	-0.01%
NNN	C	-0.01%
EXLS	B	-0.01%
WMG	D	-0.01%
CIEN	A	-0.01%
FR	D	-0.01%
PSN	A	-0.01%
SEIC	B	-0.01%
VAL	F	-0.01%
MIDD	D	-0.01%
HQY	B	-0.01%
STAG	D	-0.01%
PAYC	D	-0.01%
KNF	B	-0.01%
SLAB	D	-0.01%
NOVT	C	-0.01%
BRX	C	-0.01%
MASI	B	-0.01%
GXO	D	-0.01%
ALV	F	-0.01%
WH	C	-0.01%
CHX	C	-0.01%
OHI	C	-0.01%
DVA	C	-0.01%
REXR	D	-0.01%
KBR	A	-0.01%
MTN	D	-0.01%
RLI	A	-0.01%
MMS	C	-0.01%
CBT	B	-0.01%
NEU	F	-0.01%
CACI	A	-0.01%
FBIN	C	-0.01%
RL	B	-0.01%
CG	B	-0.01%
IPGP	D	-0.0%
ZI	F	-0.0%
LIVN	C	-0.0%
VC	F	-0.0%
ALGM	F	-0.0%
SYNA	F	-0.0%
SAM	D	-0.0%
CHH	A	-0.0%
HGV	F	-0.0%
IBOC	D	-0.0%
CDP	A	-0.0%
AZTA	F	-0.0%
SMG	C	-0.0%