HLGE vs. JDIV ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to JPMorgan Dividend Leaders ETF (JDIV)
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
JDIV

JPMorgan Dividend Leaders ETF

JDIV Description JDIV seeks long-term capital growth and current income through investments in dividend-paying companies and equity-related instruments. Companies selected have been identified as attractively valued and considered dividend leaders. These companies are known to have dividend growth potential and/or can maintain high dividend payouts over time. Individual stock selection begins by assessing securities globally, to identify those with attractive opportunities for underlying earnings growth, resilient business models, strong free cash flow generation, and strong capital allocation. ESG factors are also considered. The portfolio will typically consist of 40 to 90 securities, denominated in US and foreign currencies. The fund is actively managed and may invest in securities of any capitalization but will focus on large-caps. Derivatives may also be utilized to better achieve its investment goals.

Grade (RS Rating)

Last Trade

$47.39

Average Daily Volume

1,143

Number of Holdings *

40

* may have additional holdings in another (foreign) market
Performance
Period HLGE JDIV
30 Days 3.61% -1.91%
60 Days 3.94%
90 Days 5.95%
12 Months 29.57%
24 Overlapping Holdings
Symbol Grade Weight in HLGE Weight in JDIV Overlap
ABBV D 0.33% 1.65% 0.33%
ABT B 0.33% 1.94% 0.33%
ADI D 0.6% 0.96% 0.6%
AVGO D 0.53% 1.76% 0.53%
BAC A 0.38% 1.81% 0.38%
BMY B 0.35% 0.76% 0.35%
HON B 0.23% 1.35% 0.23%
JNJ D 0.73% 1.78% 0.73%
KO D 0.41% 1.1% 0.41%
LOW D 0.73% 1.28% 0.73%
MCD D 0.03% 2.2% 0.03%
MCHP D 0.6% 1.17% 0.6%
META D 1.06% 3.06% 1.06%
MRK F 0.46% 0.74% 0.46%
MS A 0.44% 2.12% 0.44%
MSFT F 0.83% 5.94% 0.83%
ROST C 0.17% 1.26% 0.17%
SO D 0.32% 1.84% 0.32%
STX D 0.79% 0.81% 0.79%
TFC A 0.13% 1.05% 0.13%
UNH C 0.57% 2.43% 0.57%
WELL A 0.3% 1.31% 0.3%
WFC A 0.39% 1.06% 0.39%
YUM B 0.28% 1.91% 0.28%
HLGE Overweight 315 Positions Relative to JDIV
Symbol Grade Weight
CARG C 1.18%
NVDA C 1.17%
AMZN C 1.05%
GOOGL C 1.03%
ORCL B 1.03%
EBAY D 1.01%
DELL C 0.94%
CARS B 0.94%
TXN C 0.92%
HPE B 0.89%
CVLT B 0.89%
QCOM F 0.89%
NOW A 0.88%
YELP C 0.86%
NXPI D 0.83%
AAPL C 0.82%
HPQ B 0.82%
WMT A 0.82%
FICO B 0.81%
PSTG D 0.79%
NTAP C 0.79%
JWN C 0.76%
DDS B 0.75%
WDC D 0.74%
GM B 0.74%
BKNG A 0.74%
FTNT C 0.72%
TMUS B 0.7%
VRTX F 0.68%
MCK B 0.68%
HD A 0.67%
CL D 0.67%
DLB B 0.66%
PRGS A 0.66%
TJX A 0.63%
MTCH D 0.6%
NFLX A 0.6%
CRUS D 0.57%
TRIP F 0.57%
AXNX C 0.57%
PI D 0.56%
CMCSA B 0.54%
LMT D 0.54%
GILD C 0.54%
KR B 0.54%
ELV F 0.53%
OLED D 0.53%
GS A 0.53%
M D 0.53%
MTD D 0.53%
BK A 0.52%
BSX B 0.52%
LLY F 0.52%
PANW C 0.52%
COST B 0.51%
T A 0.5%
CORT B 0.49%
PINS D 0.49%
MPWR F 0.48%
EA A 0.47%
BRK.A B 0.44%
C A 0.44%
REGN F 0.43%
AMED F 0.43%
MTB A 0.43%
SNAP C 0.42%
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%
MU D 0.38%
FITB A 0.37%
TGT F 0.37%
JPM A 0.36%
IAC D 0.36%
CALM A 0.36%
SWKS F 0.36%
CRWD B 0.35%
A D 0.35%
ISRG A 0.35%
CI F 0.35%
GD F 0.35%
IRM D 0.35%
ON D 0.34%
CW B 0.34%
VZ C 0.34%
UBER D 0.34%
MTSI B 0.34%
XRX F 0.33%
PEP F 0.33%
INTU C 0.33%
TMO F 0.33%
PG A 0.32%
DIOD D 0.32%
RTX C 0.32%
DUK C 0.31%
STT A 0.31%
EDR A 0.31%
UTHR C 0.3%
KMB D 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%
ETR B 0.28%
MDT D 0.28%
HBAN A 0.28%
ADSK A 0.28%
USB A 0.28%
SYY B 0.27%
AXP A 0.27%
GDDY A 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%
SYF B 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%
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%
HLT A 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%
CNC 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%
SPG 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%
NOC D 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%
AMD F 0.16%
QRVO F 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%
SPGI C 0.14%
FE C 0.14%
EQR B 0.13%
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%
BDX F 0.13%
WSM B 0.12%
BKE B 0.12%
SHO C 0.12%
JXN C 0.12%
EQH B 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%
HOLX D 0.11%
ED D 0.1%
VEEV C 0.1%
PJT A 0.1%
EIX B 0.1%
HIMS B 0.1%
DHI D 0.1%
BBY D 0.1%
KLG C 0.09%
ETSY D 0.09%
COKE C 0.09%
UNM A 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 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%
AXS A 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%
NRG B 0.04%
WEC A 0.04%
MDLZ F 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%
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%
ALL A 0.02%
ANIP F 0.01%
UE C 0.01%
AMG B 0.01%
CVS D 0.01%
PIPR B 0.01%
HLGE Underweight 16 Positions Relative to JDIV
Symbol Grade Weight
FIS C -2.53%
OTIS C -2.4%
ACN C -2.06%
NEE D -1.8%
CME A -1.71%
MA C -1.42%
XOM B -1.41%
CVX A -1.3%
LIN D -1.28%
BKR B -1.13%
TSM B -1.13%
CRM B -1.13%
DOW F -0.75%
PLD D -0.73%
D C -0.67%
CMS C -0.44%
Compare ETFs