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: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Asset Management
Banks - Regional - US
Capital Markets
Internet Content & Information
Software - Infrastructure
Utilities - Regulated Electric
Biotechnology
Diagnostics & Research
Drug Manufacturers - Major
Aerospace & Defense
Household & Personal Products
Medical Instruments & Supplies
Specialty Retail
Grocery Stores
Health Care Plans
Insurance - Property & Casualty
Medical Devices
Data Storage
JDIV: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Semiconductors
Utilities - Regulated Electric
Banks - Global
Oil & Gas Integrated
Restaurants
Apparel Stores
Banks - Regional - US
Beverages - Soft Drinks
Business Services
Capital Markets
Chemicals
Credit Services
Data Storage
Diversified Industrials
Financial Data & Stock Exchanges
Health Care Plans
Home Improvement Stores
Information Technology Services
Internet Content & Information