HLGE vs. JAVA ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to JPMorgan Active Value ETF (JAVA)

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

$31.89

Average Daily Volume

473

Number of Holdings ^*

338

* may have additional holdings in another (foreign) market

JAVA

JPMorgan Active Value ETF

JAVA Description

JPMorgan Active Value ETF is a transparent and actively managed fund that falls within the J.P. Morgan Global Equities platform. The fund invests primarily in large-cap equities using a bottom-up approach to select stocks that have an attractive value base and the potential for capital appreciation.

Grade (RS Rating)

Last Trade

$66.44

Average Daily Volume

345,279

Number of Holdings ^*

173

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	JAVA
30 Days	-1.10%	1.37%
60 Days	1.43%	4.45%
90 Days	2.45%	7.32%
12 Months	27.45%	28.55%

79 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in JAVA	Overlap
ABBV	F	0.38%	1.57%	0.38%
ADI	D	0.62%	0.78%	0.62%
AMD	F	0.17%	0.31%	0.17%
AMZN	B	1.02%	0.63%	0.63%
AVB	B	0.18%	0.16%	0.16%
AXP	B	0.26%	0.68%	0.26%
BAC	A	0.37%	2.25%	0.37%
BDX	F	0.13%	0.28%	0.13%
BJ	B	0.2%	0.47%	0.2%
BKNG	A	0.72%	0.33%	0.33%
BMY	A	0.32%	1.65%	0.32%
BRK.A	B	0.43%	2.4%	0.43%
BSX	A	0.52%	0.46%	0.46%
C	B	0.43%	0.78%	0.43%
CAH	B	0.06%	0.74%	0.06%
CB	C	0.23%	0.53%	0.23%
CHTR	B	0.08%	0.07%	0.07%
CI	D	0.34%	0.43%	0.34%
CMCSA	B	0.53%	0.92%	0.53%
COF	B	0.19%	0.38%	0.19%
CVS	F	0.01%	0.8%	0.01%
DELL	B	0.92%	0.3%	0.3%
DIS	B	0.04%	0.71%	0.04%
ETR	A	0.28%	0.18%	0.18%
FCNCA	A	0.18%	1.09%	0.18%
FITB	B	0.36%	0.68%	0.36%
FSLR	F	0.15%	0.14%	0.14%
GD	D	0.37%	0.75%	0.37%
GS	B	0.52%	0.51%	0.51%
HD	A	0.65%	0.71%	0.65%
HON	B	0.22%	0.39%	0.22%
HPE	B	0.9%	0.93%	0.9%
HUM	D	0.25%	0.23%	0.23%
INTC	C	0.24%	0.15%	0.15%
JEF	A	0.11%	0.16%	0.11%
JNJ	D	0.73%	0.6%	0.6%
KTB	A	0.26%	0.21%	0.21%
LLY	F	0.54%	0.23%	0.23%
LOW	C	0.71%	1.17%	0.71%
LYV	A	0.03%	0.37%	0.03%
MCD	D	0.03%	1.28%	0.03%
MCHP	F	0.65%	0.27%	0.27%
MCK	A	0.67%	0.67%	0.67%
MDLZ	F	0.04%	0.55%	0.04%
MDT	D	0.28%	0.38%	0.28%
MET	A	0.08%	0.87%	0.08%
META	C	1.06%	0.36%	0.36%
MRK	F	0.47%	0.22%	0.22%
MS	A	0.42%	0.95%	0.42%
MSFT	D	0.8%	0.67%	0.67%
MTB	A	0.42%	0.59%	0.42%
MU	D	0.42%	1.1%	0.42%
NOC	D	0.18%	0.32%	0.18%
NXPI	F	0.85%	0.45%	0.45%
ORCL	A	1.02%	0.15%	0.15%
PEG	C	0.24%	0.52%	0.24%
PEP	F	0.32%	0.34%	0.32%
PFE	F	0.21%	0.17%	0.17%
PG	C	0.32%	0.56%	0.32%
PINS	F	0.48%	0.13%	0.13%
PNC	B	0.4%	0.56%	0.4%
REGN	F	0.45%	0.76%	0.45%
RJF	A	0.13%	0.24%	0.13%
ROST	D	0.16%	0.36%	0.16%
RTX	D	0.33%	0.61%	0.33%
STX	D	0.83%	0.44%	0.44%
TFC	A	0.13%	1.02%	0.13%
TJX	A	0.61%	0.69%	0.61%
TMO	F	0.34%	0.43%	0.34%
TMUS	B	0.67%	0.21%	0.21%
TXN	C	0.96%	0.82%	0.82%
UBER	F	0.34%	0.14%	0.14%
UNH	C	0.58%	2.33%	0.58%
VRTX	D	0.71%	0.62%	0.62%
VTR	B	0.08%	0.32%	0.08%
VZ	C	0.33%	0.24%	0.24%
WDC	F	0.79%	1.24%	0.79%
WFC	A	0.37%	2.96%	0.37%
WMT	A	0.81%	1.11%	0.81%

HLGE Overweight 259 Positions Relative to JAVA

Symbol	Grade	Weight
NVDA	A	1.15%
CARG	B	1.12%
GOOGL	B	1.02%
EBAY	D	0.98%
CARS	C	0.91%
QCOM	F	0.91%
CVLT	B	0.88%
NOW	B	0.84%
YELP	C	0.83%
NTAP	C	0.82%
PSTG	F	0.82%
HPQ	B	0.81%
FICO	B	0.8%
AAPL	C	0.79%
JWN	C	0.73%
GM	B	0.7%
FTNT	B	0.69%
DDS	B	0.68%
DLB	F	0.67%
CL	D	0.67%
PRGS	B	0.65%
MPWR	F	0.63%
PI	D	0.61%
TRIP	F	0.6%
MTCH	F	0.58%
CRUS	F	0.57%
AXNX	A	0.56%
AVGO	C	0.56%
OLED	F	0.56%
NFLX	A	0.56%
LMT	D	0.55%
GILD	C	0.55%
MTD	F	0.55%
ELV	F	0.54%
M	D	0.53%
KR	B	0.53%
CORT	C	0.52%
PANW	B	0.51%
COST	A	0.51%
BK	B	0.5%
T	A	0.49%
SNAP	D	0.46%
AMED	F	0.45%
EA	A	0.44%
OLLI	D	0.43%
KO	D	0.41%
ACI	C	0.41%
GEN	B	0.4%
IAC	D	0.4%
ZTS	D	0.4%
MCO	D	0.39%
SYK	A	0.39%
HCA	F	0.39%
SWKS	F	0.38%
QLYS	C	0.38%
VRNS	D	0.38%
IRM	C	0.37%
MTSI	B	0.37%
DIOD	F	0.37%
CALM	A	0.36%
TGT	B	0.36%
A	F	0.36%
ZETA	D	0.36%
ON	F	0.35%
CW	B	0.35%
XRX	F	0.34%
ISRG	A	0.34%
JPM	A	0.34%
CRWD	B	0.33%
AMGN	D	0.33%
ABT	A	0.33%
INTU	B	0.32%
SO	C	0.32%
WELL	A	0.31%
DUK	C	0.31%
UTHR	C	0.31%
STT	B	0.31%
EDR	A	0.31%
NVR	D	0.3%
KMB	C	0.29%
ADSK	B	0.28%
USB	B	0.28%
RF	A	0.28%
SMTC	C	0.28%
SYY	D	0.27%
MCRI	A	0.27%
HBAN	B	0.27%
CDNS	B	0.27%
GRMN	B	0.27%
YUM	D	0.27%
PTC	B	0.26%
PRU	B	0.26%
OGN	F	0.26%
SMCI	F	0.26%
INCY	C	0.25%
EXEL	B	0.25%
HEI	A	0.25%
COLL	F	0.25%
GDDY	A	0.25%
PHM	D	0.24%
SNPS	C	0.24%
MSGS	B	0.24%
SYF	B	0.24%
COR	B	0.24%
ZUO	B	0.23%
POWI	D	0.23%
JHG	B	0.23%
NYT	D	0.23%
RMD	C	0.23%
TENB	D	0.23%
RCL	A	0.23%
ITCI	B	0.22%
TDG	D	0.22%
WMK	B	0.22%
PPL	A	0.21%
CINF	A	0.21%
HLT	A	0.21%
ACIW	B	0.21%
PRG	C	0.21%
LRN	A	0.21%
CRDO	B	0.21%
TYL	B	0.21%
EHC	B	0.21%
HRB	D	0.2%
LAMR	D	0.2%
PGR	B	0.2%
CNC	F	0.2%
WAT	C	0.2%
TSCO	D	0.19%
PSMT	D	0.18%
KVUE	A	0.18%
APP	A	0.18%
QRVO	F	0.17%
BOX	B	0.17%
APPN	C	0.17%
SPG	A	0.17%
IMKTA	C	0.16%
CHE	F	0.16%
LOPE	B	0.16%
UPBD	C	0.16%
ADUS	D	0.16%
CRVL	A	0.16%
HSY	F	0.16%
AFL	C	0.15%
SFM	A	0.15%
DHR	D	0.15%
TDC	D	0.15%
MMSI	A	0.15%
ANSS	B	0.15%
DGX	A	0.15%
KSS	F	0.14%
WGO	D	0.14%
SPGI	D	0.14%
NHI	D	0.14%
PDCO	F	0.14%
AMP	A	0.14%
ALKT	B	0.14%
FE	C	0.14%
VICI	C	0.14%
FOXA	B	0.13%
CHD	A	0.13%
SHOO	D	0.13%
TROW	B	0.13%
SHO	D	0.13%
JXN	C	0.13%
ORI	A	0.13%
AEP	C	0.13%
FLO	D	0.13%
EQH	B	0.12%
AGYS	A	0.12%
SF	B	0.12%
EQR	C	0.12%
ADBE	D	0.12%
ZBH	C	0.11%
MOG.A	B	0.11%
BKE	B	0.11%
HIMS	C	0.11%
WSM	D	0.11%
AVT	C	0.11%
HOLX	D	0.11%
LHX	B	0.11%
PJT	B	0.1%
BBY	D	0.1%
ED	C	0.1%
VEEV	C	0.1%
EIX	C	0.1%
LZB	B	0.1%
DHI	D	0.1%
ICE	C	0.1%
GOLF	B	0.09%
ETSY	D	0.09%
KLG	D	0.09%
UNM	A	0.09%
COKE	C	0.09%
THO	C	0.08%
DTE	C	0.08%
SRE	A	0.08%
O	C	0.08%
F	C	0.08%
GIS	F	0.08%
DOCS	C	0.08%
VTRS	A	0.08%
DFIN	D	0.08%
ROP	C	0.08%
IDXX	F	0.08%
EVR	B	0.07%
DOCU	B	0.07%
FTDR	B	0.07%
BPOP	C	0.07%
ACGL	D	0.06%
LNTH	F	0.06%
AIG	C	0.06%
VSTO	A	0.06%
AEE	A	0.06%
NWL	B	0.06%
ABNB	D	0.06%
CPRX	C	0.06%
OFG	B	0.06%
VRSN	F	0.06%
PINC	B	0.06%
FHI	B	0.05%
LMAT	A	0.05%
PRDO	B	0.05%
WBA	F	0.05%
AXS	A	0.05%
EPC	F	0.05%
WEC	A	0.04%
PBH	A	0.04%
NRG	B	0.04%
APO	A	0.04%
VCTR	B	0.04%
CBRE	B	0.04%
MKL	A	0.04%
MRVL	B	0.04%
STE	D	0.04%
CASY	A	0.04%
HLI	B	0.04%
WOR	F	0.04%
ZS	B	0.04%
PFBC	B	0.03%
LTC	B	0.03%
SNEX	B	0.03%
CTRE	C	0.03%
CNK	A	0.03%
BRBR	A	0.03%
MORN	B	0.03%
CFG	B	0.03%
MANH	D	0.03%
BCO	F	0.03%
COLM	B	0.02%
TNL	B	0.02%
MMM	D	0.02%
CASH	B	0.02%
WHR	B	0.02%
ALL	A	0.02%
ANIP	D	0.01%
UE	A	0.01%
AMG	C	0.01%
PIPR	B	0.01%

HLGE Underweight 94 Positions Relative to JAVA

Symbol	Grade	Weight
XOM	B	-1.99%
PM	A	-1.71%
CARR	D	-1.7%
CVX	A	-1.69%
CSX	C	-1.52%
FI	A	-1.31%
SQ	A	-1.16%
COP	B	-1.05%
PFGC	B	-0.99%
SCHW	A	-0.96%
APD	A	-0.92%
ETN	B	-0.81%
DLR	A	-0.77%
CPAY	A	-0.76%
DOV	B	-0.75%
UPS	C	-0.69%
AXTA	B	-0.68%
NEE	C	-0.67%
EOG	A	-0.67%
VMC	B	-0.65%
EQIX	A	-0.64%
CTSH	C	-0.61%
CRM	B	-0.6%
CCL	A	-0.59%
BX	A	-0.57%
BLK	B	-0.53%
PH	B	-0.52%
EMR	A	-0.51%
FDX	B	-0.51%
UNP	D	-0.49%
AZO	C	-0.46%
GOOG	B	-0.46%
LUV	B	-0.44%
CMS	C	-0.44%
ARES	A	-0.43%
DE	C	-0.42%
HIG	B	-0.41%
MHK	D	-0.4%
EQT	A	-0.38%
LH	B	-0.37%
ORLY	B	-0.37%
OC	A	-0.36%
FCX	F	-0.35%
RRX	B	-0.34%
CME	A	-0.33%
DAL	A	-0.32%
GPK	D	-0.32%
XEL	A	-0.32%
FIS	C	-0.3%
WCC	B	-0.29%
D	C	-0.29%
CC	D	-0.29%
TPR	B	-0.28%
LW	C	-0.28%
BIIB	F	-0.28%
DFS	B	-0.28%
MMC	D	-0.28%
NI	A	-0.27%
G	B	-0.27%
TT	A	-0.27%
GLW	B	-0.26%
RSG	A	-0.26%
IBM	C	-0.26%
HES	B	-0.25%
ELS	B	-0.24%
AES	F	-0.24%
GEV	A	-0.24%
IP	A	-0.24%
ELAN	D	-0.24%
BMRN	F	-0.23%
SBAC	D	-0.23%
GNTX	F	-0.23%
UHS	D	-0.23%
TXT	D	-0.23%
Z	A	-0.22%
AA	A	-0.22%
MIDD	D	-0.21%
SLGN	A	-0.21%
BA	D	-0.21%
FMC	D	-0.2%
HST	D	-0.2%
OUT	A	-0.19%
BALL	D	-0.18%
ADM	D	-0.18%
LPLA	A	-0.17%
GLOB	C	-0.17%
NVT	C	-0.17%
VNO	C	-0.17%
AFRM	A	-0.16%
PLD	D	-0.13%
OSCR	C	-0.11%
AAL	B	-0.1%
MTG	D	-0.1%
BC	D	-0.1%