HLGE vs. JEPQ ETF Comparison
Comparison of Hartford Longevity Economy ETF (HLGE) to J.P. Morgan Nasdaq Equity Premium Income ETF (JEPQ)
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
$31.44
Average Daily Volume
734
Number of Holdings
*
338
* may have additional holdings in another (foreign) market
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
JEPQ Description
J.P. Morgan Nasdaq Equity Premium Income ETF its a fund to list on the Nasdaq, is an active equity ETF that seeks to deliver an attractive distributable yield while also delivering a significant portion of the returns associated with the fund’s primary benchmark, the Nasdaq-100 Index, with less volatility. This Fund was built for investors that are seeking income while also owning companies that provide exposure to Nasdaq's innovative marketplace. This strategy benefits from the intentionality of an active manager while being delivered through the ETF technology.Grade (RS Rating)
Last Trade
$54.41
Average Daily Volume
3,043,008
Number of Holdings
*
87
* may have additional holdings in another (foreign) market
Performance
| Period | HLGE | JEPQ |
|---|---|---|
| 30 Days | 1.00% | 1.86% |
| 60 Days | 1.97% | 0.05% |
| 90 Days | 3.13% | -0.48% |
| 12 Months | 28.50% | 26.13% |
47 Overlapping Holdings
| Symbol | Grade | Weight in HLGE | Weight in JEPQ | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.83% | 7.47% | 0.83% | |
| ABBV | C | 0.4% | 0.53% | 0.4% | |
| ABNB | D | 0.06% | 0.11% | 0.06% | |
| ADBE | F | 0.16% | 1.28% | 0.16% | |
| ADI | C | 0.66% | 0.97% | 0.66% | |
| AMD | D | 0.19% | 1.53% | 0.19% | |
| AMGN | B | 0.36% | 0.48% | 0.36% | |
| AMZN | C | 0.97% | 4.45% | 0.97% | |
| ANSS | D | 0.15% | 0.09% | 0.09% | |
| AVGO | C | 0.54% | 3.65% | 0.54% | |
| BKNG | B | 0.61% | 1.04% | 0.61% | |
| BMY | C | 0.3% | 0.25% | 0.25% | |
| CHTR | D | 0.07% | 0.25% | 0.07% | |
| CMCSA | D | 0.49% | 0.99% | 0.49% | |
| COST | B | 0.53% | 1.69% | 0.53% | |
| CRWD | D | 0.27% | 0.37% | 0.27% | |
| HON | D | 0.22% | 0.67% | 0.22% | |
| INTC | F | 0.18% | 0.27% | 0.18% | |
| INTU | C | 0.32% | 1.34% | 0.32% | |
| ISRG | C | 0.33% | 1.23% | 0.33% | |
| KO | B | 0.47% | 0.51% | 0.47% | |
| LOW | A | 0.71% | 0.41% | 0.41% | |
| MDLZ | C | 0.05% | 0.76% | 0.05% | |
| META | A | 1.01% | 4.2% | 1.01% | |
| MRVL | C | 0.03% | 0.52% | 0.03% | |
| MSFT | C | 0.86% | 7.0% | 0.86% | |
| MU | F | 0.35% | 0.65% | 0.35% | |
| NFLX | B | 0.51% | 1.83% | 0.51% | |
| NOW | A | 0.78% | 0.39% | 0.39% | |
| NVDA | D | 1.0% | 6.66% | 1.0% | |
| NXPI | D | 0.87% | 0.65% | 0.65% | |
| ORCL | B | 0.93% | 0.38% | 0.38% | |
| PANW | C | 0.48% | 0.9% | 0.48% | |
| PEP | D | 0.37% | 0.87% | 0.37% | |
| QCOM | F | 0.93% | 0.95% | 0.93% | |
| REGN | C | 0.67% | 1.09% | 0.67% | |
| ROST | C | 0.19% | 0.24% | 0.19% | |
| SMCI | F | 0.51% | 0.07% | 0.07% | |
| SNPS | D | 0.21% | 0.76% | 0.21% | |
| SO | A | 0.34% | 0.35% | 0.34% | |
| STX | C | 0.85% | 0.32% | 0.32% | |
| TMO | C | 0.4% | 0.29% | 0.29% | |
| TMUS | C | 0.62% | 1.04% | 0.62% | |
| TXN | C | 0.91% | 0.87% | 0.87% | |
| UBER | C | 0.34% | 0.26% | 0.26% | |
| UNH | C | 0.59% | 0.34% | 0.34% | |
| VRTX | D | 0.7% | 0.91% | 0.7% |
HLGE Overweight 291 Positions Relative to JEPQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| EBAY | B | 1.06% | |
| CARG | B | 0.98% | |
| GOOGL | D | 0.95% | |
| CARS | D | 0.9% | |
| YELP | F | 0.83% | |
| JNJ | C | 0.82% | |
| NTAP | D | 0.82% | |
| DELL | C | 0.82% | |
| WMT | B | 0.81% | |
| CL | C | 0.81% | |
| PSTG | F | 0.8% | |
| CVLT | B | 0.8% | |
| CRUS | D | 0.79% | |
| HPQ | D | 0.78% | |
| JWN | B | 0.78% | |
| MPWR | C | 0.78% | |
| WDC | D | 0.77% | |
| HPE | D | 0.74% | |
| ELV | C | 0.74% | |
| MCHP | D | 0.73% | |
| MTCH | C | 0.7% | |
| FICO | B | 0.68% | |
| OLED | C | 0.67% | |
| DLB | D | 0.66% | |
| HD | A | 0.65% | |
| TJX | C | 0.65% | |
| LLY | C | 0.64% | |
| GM | B | 0.62% | |
| MTD | D | 0.62% | |
| DDS | D | 0.6% | |
| MCK | F | 0.6% | |
| LMT | B | 0.59% | |
| FTNT | B | 0.59% | |
| PRGS | C | 0.59% | |
| AXNX | A | 0.58% | |
| PI | B | 0.58% | |
| MRK | D | 0.56% | |
| TRIP | F | 0.55% | |
| M | F | 0.53% | |
| BSX | B | 0.52% | |
| KR | C | 0.52% | |
| GILD | B | 0.51% | |
| T | C | 0.51% | |
| PINS | F | 0.51% | |
| BK | A | 0.48% | |
| AMED | C | 0.48% | |
| HCA | A | 0.46% | |
| ZTS | C | 0.46% | |
| GS | C | 0.45% | |
| OLLI | C | 0.45% | |
| SWKS | F | 0.44% | |
| BRK.A | C | 0.44% | |
| ACI | F | 0.43% | |
| EA | D | 0.43% | |
| SYK | C | 0.41% | |
| CI | C | 0.41% | |
| XRX | F | 0.41% | |
| IAC | C | 0.41% | |
| VRNS | C | 0.41% | |
| MCO | A | 0.41% | |
| C | D | 0.38% | |
| A | C | 0.38% | |
| VZ | B | 0.38% | |
| SNAP | F | 0.38% | |
| DIOD | F | 0.37% | |
| TGT | C | 0.37% | |
| GD | B | 0.37% | |
| IRM | B | 0.37% | |
| PNC | A | 0.36% | |
| ON | F | 0.36% | |
| PG | C | 0.35% | |
| ABT | C | 0.35% | |
| MTB | A | 0.35% | |
| OGN | D | 0.35% | |
| DUK | B | 0.34% | |
| BAC | D | 0.34% | |
| RTX | C | 0.34% | |
| QLYS | F | 0.33% | |
| CORT | B | 0.33% | |
| MS | C | 0.33% | |
| FITB | B | 0.33% | |
| KMB | D | 0.33% | |
| EDR | A | 0.32% | |
| NVR | B | 0.32% | |
| JPM | D | 0.32% | |
| WELL | C | 0.31% | |
| HUM | F | 0.31% | |
| MDT | C | 0.31% | |
| COLL | C | 0.31% | |
| CW | A | 0.3% | |
| SYY | D | 0.29% | |
| YUM | F | 0.29% | |
| ZETA | B | 0.29% | |
| STT | B | 0.29% | |
| WFC | D | 0.29% | |
| TEL | D | 0.28% | |
| CALM | A | 0.28% | |
| MTSI | D | 0.28% | |
| CNC | C | 0.27% | |
| HEI | A | 0.27% | |
| QRVO | F | 0.27% | |
| UTHR | C | 0.27% | |
| PHM | B | 0.26% | |
| USB | B | 0.26% | |
| RF | B | 0.26% | |
| CDNS | D | 0.26% | |
| MCRI | C | 0.26% | |
| PRU | C | 0.26% | |
| ETR | A | 0.25% | |
| AXP | B | 0.25% | |
| ADSK | C | 0.25% | |
| CB | B | 0.25% | |
| GRMN | D | 0.25% | |
| PEG | A | 0.25% | |
| HBAN | B | 0.24% | |
| PTC | D | 0.24% | |
| RMD | C | 0.24% | |
| PFE | C | 0.24% | |
| NYT | C | 0.23% | |
| GDDY | C | 0.23% | |
| MSGS | B | 0.23% | |
| SMTC | B | 0.23% | |
| TENB | D | 0.23% | |
| TDG | B | 0.23% | |
| HRB | C | 0.22% | |
| KTB | A | 0.22% | |
| EHC | B | 0.21% | |
| LAMR | A | 0.21% | |
| TYL | C | 0.21% | |
| PRG | B | 0.21% | |
| ZUO | F | 0.21% | |
| POWI | F | 0.21% | |
| PPL | B | 0.21% | |
| WMK | C | 0.21% | |
| FSLR | C | 0.2% | |
| AVB | C | 0.2% | |
| EXEL | C | 0.2% | |
| CINF | C | 0.2% | |
| TSCO | C | 0.2% | |
| PGR | A | 0.2% | |
| JHG | B | 0.2% | |
| HSY | D | 0.2% | |
| INCY | C | 0.2% | |
| BJ | D | 0.19% | |
| NOC | A | 0.19% | |
| SYF | C | 0.19% | |
| ITCI | D | 0.19% | |
| HLT | B | 0.19% | |
| ADUS | C | 0.18% | |
| PSMT | B | 0.18% | |
| LRN | B | 0.18% | |
| DHR | C | 0.18% | |
| BOX | C | 0.18% | |
| ACIW | B | 0.18% | |
| WAT | C | 0.18% | |
| RCL | A | 0.18% | |
| KVUE | C | 0.18% | |
| VICI | C | 0.17% | |
| IMKTA | D | 0.17% | |
| SPG | A | 0.17% | |
| CHE | C | 0.17% | |
| AFL | C | 0.16% | |
| DGX | C | 0.16% | |
| FE | C | 0.16% | |
| KSS | F | 0.16% | |
| BDX | F | 0.15% | |
| CRVL | B | 0.15% | |
| COF | A | 0.15% | |
| MMSI | B | 0.15% | |
| PDCO | F | 0.15% | |
| AEP | C | 0.15% | |
| TDC | F | 0.15% | |
| FLO | C | 0.15% | |
| SPGI | A | 0.15% | |
| BLK | B | 0.15% | |
| NHI | C | 0.15% | |
| EQR | C | 0.14% | |
| APPN | D | 0.14% | |
| LOPE | D | 0.14% | |
| FCNCA | D | 0.14% | |
| TFC | D | 0.13% | |
| WSM | D | 0.13% | |
| SHO | C | 0.13% | |
| CHD | C | 0.13% | |
| ORI | B | 0.13% | |
| CRDO | D | 0.13% | |
| WGO | D | 0.13% | |
| SHOO | B | 0.13% | |
| ICE | C | 0.12% | |
| ALKT | D | 0.12% | |
| HOLX | C | 0.12% | |
| AMP | B | 0.12% | |
| TROW | D | 0.12% | |
| DHI | C | 0.12% | |
| SQSP | A | 0.12% | |
| EIX | C | 0.11% | |
| FOXA | B | 0.11% | |
| AVT | C | 0.11% | |
| LHX | C | 0.11% | |
| EQH | C | 0.11% | |
| BKE | C | 0.11% | |
| ED | C | 0.11% | |
| SFM | B | 0.11% | |
| AGYS | D | 0.11% | |
| BBY | C | 0.11% | |
| ZBH | F | 0.11% | |
| GIS | B | 0.1% | |
| SF | A | 0.1% | |
| DFIN | C | 0.1% | |
| KLG | C | 0.1% | |
| VEEV | C | 0.1% | |
| JXN | B | 0.1% | |
| COKE | C | 0.1% | |
| RJF | C | 0.1% | |
| MOG.A | B | 0.1% | |
| IDXX | D | 0.1% | |
| LZB | B | 0.1% | |
| ROP | C | 0.09% | |
| DTE | B | 0.09% | |
| VTR | C | 0.09% | |
| JEF | B | 0.09% | |
| O | C | 0.09% | |
| ETSY | F | 0.09% | |
| PJT | B | 0.08% | |
| MET | A | 0.08% | |
| BPOP | C | 0.08% | |
| HIMS | D | 0.08% | |
| VTRS | D | 0.08% | |
| F | F | 0.08% | |
| GOLF | F | 0.08% | |
| OFG | C | 0.07% | |
| VRSN | D | 0.07% | |
| LNTH | D | 0.07% | |
| APP | B | 0.07% | |
| UNM | B | 0.07% | |
| THO | D | 0.07% | |
| SRE | B | 0.07% | |
| WBA | F | 0.06% | |
| CPRX | C | 0.06% | |
| DOCS | A | 0.06% | |
| VSTO | C | 0.06% | |
| EPC | F | 0.06% | |
| AEE | A | 0.06% | |
| PINC | D | 0.06% | |
| AIG | D | 0.06% | |
| FTDR | B | 0.06% | |
| CAH | C | 0.06% | |
| ACGL | B | 0.06% | |
| LMAT | B | 0.05% | |
| PRDO | D | 0.05% | |
| WOR | F | 0.05% | |
| SGH | F | 0.05% | |
| STE | C | 0.05% | |
| NWL | D | 0.05% | |
| AXS | B | 0.05% | |
| EVR | A | 0.05% | |
| DOCU | C | 0.05% | |
| PBH | C | 0.04% | |
| CBRE | A | 0.04% | |
| HLI | A | 0.04% | |
| WEC | B | 0.04% | |
| MKL | C | 0.04% | |
| BCO | A | 0.04% | |
| ZS | F | 0.04% | |
| FHI | B | 0.04% | |
| CASY | D | 0.04% | |
| BRBR | C | 0.03% | |
| LYV | B | 0.03% | |
| LTC | D | 0.03% | |
| CTRE | C | 0.03% | |
| APO | B | 0.03% | |
| MORN | B | 0.03% | |
| CFG | C | 0.03% | |
| MANH | A | 0.03% | |
| MCD | B | 0.03% | |
| VCTR | B | 0.03% | |
| NRG | A | 0.03% | |
| DIS | D | 0.03% | |
| TNL | D | 0.02% | |
| CASH | B | 0.02% | |
| WHR | C | 0.02% | |
| COLM | C | 0.02% | |
| MMM | A | 0.02% | |
| ALL | B | 0.02% | |
| PFBC | D | 0.02% | |
| SNEX | B | 0.02% | |
| UE | B | 0.01% | |
| PIPR | A | 0.01% | |
| CVS | F | 0.01% | |
| CNK | C | 0.01% | |
| SIRI | C | 0.0% |
HLGE Underweight 40 Positions Relative to JEPQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOG | D | -3.7% | |
| TSLA | C | -2.21% | |
| LIN | B | -1.01% | |
| CSCO | B | -0.9% | |
| LRCX | F | -0.78% | |
| MELI | B | -0.7% | |
| ORLY | D | -0.61% | |
| ASML | F | -0.61% | |
| CSX | D | -0.6% | |
| AMAT | D | -0.53% | |
| CPRT | D | -0.51% | |
| MAR | C | -0.5% | |
| VRSK | D | -0.41% | |
| SBUX | C | -0.41% | |
| NEE | C | -0.39% | |
| MNST | D | -0.38% | |
| ETN | C | -0.38% | |
| CMG | C | -0.38% | |
| XEL | B | -0.34% | |
| STZ | D | -0.33% | |
| TTWO | D | -0.33% | |
| MA | B | -0.32% | |
| KHC | C | -0.31% | |
| FANG | D | -0.29% | |
| BIIB | F | -0.27% | |
| WDAY | D | -0.27% | |
| DXCM | F | -0.26% | |
| DE | B | -0.26% | |
| HUBS | D | -0.24% | |
| PLD | C | -0.24% | |
| PYPL | B | -0.23% | |
| CPAY | C | -0.21% | |
| TER | D | -0.21% | |
| DASH | B | -0.19% | |
| MDB | D | -0.18% | |
| UPS | F | -0.16% | |
| TTD | B | -0.14% | |
| CTSH | C | -0.13% | |
| DLTR | F | -0.11% | |
| LULU | D | -0.09% |
HLGE: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Asset Management
Banks - Regional - US
Capital Markets
Software - Infrastructure
Internet Content & Information
Utilities - Regulated Electric
Diagnostics & Research
Drug Manufacturers - Major
Aerospace & Defense
Biotechnology
Household & Personal Products
Medical Instruments & Supplies
Specialty Retail
Grocery Stores
Health Care Plans
Insurance - Property & Casualty
Medical Devices
Data Storage
JEPQ: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Drug Manufacturers - Major
Semiconductor Equipment & Materials
Beverages - Soft Drinks
Software - Infrastructure
Specialty Retail
Utilities - Regulated Electric
Apparel Stores
Biotechnology
Business Services
Credit Services
Diagnostics & Research
Discount Stores
Internet Content & Information
Internet Content & Information
Pay TV
Restaurants
Auto & Truck Dealerships
Auto Manufacturers
Compare ETFs
