HLGE vs. JQUA ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to JPMorgan U.S. Quality Factor ETF (JQUA)

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

JQUA

JPMorgan U.S. Quality Factor ETF

JQUA Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan US Quality Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent quality factor characteristics.

Grade (RS Rating)

Last Trade

$59.18

Average Daily Volume

481,509

Number of Holdings ^*

278

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	JQUA
30 Days	3.61%	4.45%
60 Days	3.94%	5.31%
90 Days	5.95%	7.31%
12 Months	29.57%	31.33%

109 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in JQUA	Overlap
A	D	0.35%	0.31%	0.31%
AAPL	C	0.82%	1.86%	0.82%
ABBV	D	0.33%	1.17%	0.33%
ABNB	C	0.06%	0.28%	0.06%
ABT	B	0.33%	0.85%	0.33%
ACGL	D	0.06%	0.29%	0.06%
ADBE	C	0.14%	0.84%	0.14%
ADI	D	0.6%	0.53%	0.53%
AFL	B	0.15%	0.39%	0.15%
AMP	A	0.15%	0.38%	0.15%
ANSS	B	0.16%	0.19%	0.16%
APP	B	0.18%	0.86%	0.18%
AVGO	D	0.53%	1.25%	0.53%
BBY	D	0.1%	0.15%	0.1%
BDX	F	0.13%	0.4%	0.13%
BKNG	A	0.74%	0.79%	0.74%
BLK	C	0.18%	0.62%	0.18%
BMY	B	0.35%	0.61%	0.35%
BRK.A	B	0.44%	1.86%	0.44%
CB	C	0.24%	0.47%	0.24%
CDNS	B	0.28%	0.45%	0.28%
CHD	B	0.13%	0.14%	0.13%
CHE	D	0.16%	0.21%	0.16%
CL	D	0.67%	0.39%	0.39%
CNC	D	0.2%	0.11%	0.11%
COKE	C	0.09%	0.09%	0.09%
COR	B	0.24%	0.1%	0.1%
COST	B	0.51%	1.51%	0.51%
CRUS	D	0.57%	0.11%	0.11%
CRWD	B	0.35%	0.41%	0.35%
DLB	B	0.66%	0.16%	0.16%
DOCU	A	0.07%	0.31%	0.07%
EA	A	0.47%	0.35%	0.35%
EBAY	D	1.01%	0.3%	0.3%
ED	D	0.1%	0.21%	0.1%
EQR	B	0.13%	0.08%	0.08%
FTNT	C	0.72%	0.44%	0.44%
GEN	B	0.41%	0.16%	0.16%
GILD	C	0.54%	0.6%	0.54%
GOOGL	C	1.03%	1.89%	1.03%
HD	A	0.67%	1.51%	0.67%
HOLX	D	0.11%	0.24%	0.11%
HPE	B	0.89%	0.19%	0.19%
HPQ	B	0.82%	0.21%	0.21%
HRB	D	0.2%	0.2%	0.2%
ICE	C	0.11%	0.36%	0.11%
IDXX	F	0.08%	0.28%	0.08%
INTU	C	0.33%	0.82%	0.33%
JNJ	D	0.73%	1.4%	0.73%
KMB	D	0.3%	0.29%	0.29%
KO	D	0.41%	0.76%	0.41%
LAMR	D	0.2%	0.23%	0.2%
LMT	D	0.54%	0.58%	0.54%
LOPE	B	0.16%	0.23%	0.16%
MANH	D	0.03%	0.26%	0.03%
MCD	D	0.03%	0.87%	0.03%
MCHP	D	0.6%	0.26%	0.26%
MCK	B	0.68%	0.24%	0.24%
MCO	B	0.4%	0.44%	0.4%
META	D	1.06%	2.07%	1.06%
MMM	D	0.02%	0.33%	0.02%
MPWR	F	0.48%	0.17%	0.17%
MRK	F	0.46%	0.99%	0.46%
MRVL	B	0.04%	0.38%	0.04%
MSFT	F	0.83%	1.72%	0.83%
MSGS	A	0.24%	0.15%	0.15%
MTCH	D	0.6%	0.11%	0.11%
MTD	D	0.53%	0.23%	0.23%
MTSI	B	0.34%	0.14%	0.14%
NOW	A	0.88%	0.88%	0.88%
NRG	B	0.04%	0.15%	0.04%
NTAP	C	0.79%	0.18%	0.18%
NVDA	C	1.17%	2.22%	1.17%
NVR	D	0.3%	0.27%	0.27%
ORCL	B	1.03%	0.97%	0.97%
PANW	C	0.52%	0.63%	0.52%
PEG	A	0.25%	0.12%	0.12%
PG	A	0.32%	1.33%	0.32%
PGR	A	0.2%	0.43%	0.2%
PHM	D	0.23%	0.06%	0.06%
PINC	B	0.07%	0.07%	0.07%
PINS	D	0.49%	0.15%	0.15%
PSTG	D	0.79%	0.19%	0.19%
QCOM	F	0.89%	0.76%	0.76%
QRVO	F	0.16%	0.1%	0.1%
REGN	F	0.43%	0.41%	0.41%
RMD	C	0.22%	0.29%	0.22%
ROP	B	0.08%	0.27%	0.08%
ROST	C	0.17%	0.31%	0.17%
SNPS	B	0.24%	0.46%	0.24%
SPG	B	0.18%	0.29%	0.18%
SPGI	C	0.14%	0.53%	0.14%
STE	F	0.04%	0.16%	0.04%
SWKS	F	0.36%	0.18%	0.18%
T	A	0.5%	0.3%	0.3%
TDC	D	0.15%	0.15%	0.15%
TJX	A	0.63%	0.63%	0.63%
TSCO	D	0.19%	0.11%	0.11%
TYL	B	0.21%	0.19%	0.19%
UTHR	C	0.3%	0.27%	0.27%
VRSN	F	0.07%	0.22%	0.07%
VZ	C	0.34%	0.46%	0.34%
WAT	B	0.2%	0.06%	0.06%
WEC	A	0.04%	0.29%	0.04%
WMT	A	0.82%	0.21%	0.21%
WSM	B	0.12%	0.24%	0.12%
YUM	B	0.28%	0.27%	0.27%
ZS	C	0.05%	0.2%	0.05%
ZTS	D	0.41%	0.44%	0.41%

HLGE Overweight 230 Positions Relative to JQUA

Symbol	Grade	Weight
CARG	C	1.18%
AMZN	C	1.05%
DELL	C	0.94%
CARS	B	0.94%
TXN	C	0.92%
CVLT	B	0.89%
YELP	C	0.86%
NXPI	D	0.83%
FICO	B	0.81%
STX	D	0.79%
JWN	C	0.76%
DDS	B	0.75%
WDC	D	0.74%
GM	B	0.74%
LOW	D	0.73%
TMUS	B	0.7%
VRTX	F	0.68%
PRGS	A	0.66%
NFLX	A	0.6%
UNH	C	0.57%
TRIP	F	0.57%
AXNX	C	0.57%
PI	D	0.56%
CMCSA	B	0.54%
KR	B	0.54%
ELV	F	0.53%
OLED	D	0.53%
GS	A	0.53%
M	D	0.53%
BK	A	0.52%
BSX	B	0.52%
LLY	F	0.52%
CORT	B	0.49%
MS	A	0.44%
C	A	0.44%
AMED	F	0.43%
MTB	A	0.43%
SNAP	C	0.42%
ACI	C	0.41%
PNC	B	0.41%
OLLI	D	0.41%
SYK	C	0.4%
VRNS	D	0.39%
HCA	F	0.39%
WFC	A	0.39%
QLYS	C	0.38%
BAC	A	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%
ISRG	A	0.35%
CI	F	0.35%
GD	F	0.35%
IRM	D	0.35%
ON	D	0.34%
CW	B	0.34%
UBER	D	0.34%
XRX	F	0.33%
PEP	F	0.33%
TMO	F	0.33%
SO	D	0.32%
DIOD	D	0.32%
RTX	C	0.32%
DUK	C	0.31%
STT	A	0.31%
EDR	A	0.31%
WELL	A	0.3%
AMGN	D	0.3%
RF	A	0.29%
HEI	B	0.28%
GRMN	B	0.28%
MCRI	A	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%
OGN	D	0.25%
SYF	B	0.25%
HUM	C	0.25%
TENB	C	0.24%
INCY	C	0.24%
JHG	A	0.24%
COLL	F	0.24%
WMK	C	0.23%
ZUO	B	0.23%
INTC	D	0.23%
HON	B	0.23%
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%
EHC	B	0.21%
BJ	A	0.2%
SMCI	F	0.2%
ACIW	B	0.2%
COF	B	0.19%
CRDO	B	0.19%
BOX	B	0.18%
ZETA	D	0.18%
FCNCA	A	0.18%
KVUE	A	0.18%
AVB	B	0.18%
HSY	F	0.17%
NOC	D	0.17%
PSMT	C	0.17%
DGX	A	0.16%
FSLR	F	0.16%
ADUS	D	0.16%
APPN	B	0.16%
CRVL	A	0.16%
UPBD	B	0.16%
AMD	F	0.16%
IMKTA	C	0.16%
VICI	C	0.15%
KSS	F	0.15%
SFM	A	0.15%
DHR	F	0.15%
MMSI	B	0.15%
ORI	A	0.14%
FOXA	B	0.14%
NHI	D	0.14%
PDCO	D	0.14%
FLO	D	0.14%
WGO	C	0.14%
ALKT	B	0.14%
FE	C	0.14%
SF	B	0.13%
SHOO	D	0.13%
AGYS	A	0.13%
RJF	A	0.13%
AEP	D	0.13%
TROW	B	0.13%
TFC	A	0.13%
BKE	B	0.12%
SHO	C	0.12%
JXN	C	0.12%
EQH	B	0.12%
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%
VEEV	C	0.1%
PJT	A	0.1%
EIX	B	0.1%
HIMS	B	0.1%
DHI	D	0.1%
KLG	C	0.09%
ETSY	D	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%
FTDR	A	0.07%
BPOP	B	0.07%
DOCS	C	0.07%
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%
CAH	B	0.06%
EVR	B	0.06%
OFG	B	0.06%
FHI	A	0.05%
LMAT	A	0.05%
LNTH	D	0.05%
WBA	F	0.05%
EPC	D	0.05%
MDLZ	F	0.04%
VCTR	B	0.04%
CBRE	B	0.04%
DIS	B	0.04%
PBH	A	0.04%
APO	B	0.04%
MKL	A	0.04%
WOR	F	0.04%
CASY	A	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%
CFG	B	0.03%
BCO	D	0.03%
COLM	B	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 169 Positions Relative to JQUA

Symbol	Grade	Weight
V	A	-1.83%
XOM	B	-1.71%
MA	C	-1.58%
CRM	B	-1.3%
CSCO	B	-1.02%
ACN	C	-0.88%
LIN	D	-0.88%
CVX	A	-0.72%
AMAT	F	-0.68%
IBM	C	-0.67%
UNP	C	-0.66%
PLTR	B	-0.62%
ADP	B	-0.58%
SBUX	A	-0.56%
MMC	B	-0.53%
APH	A	-0.51%
WM	A	-0.5%
MO	A	-0.5%
NKE	D	-0.48%
CTAS	B	-0.47%
KLAC	D	-0.46%
LRCX	F	-0.46%
ITW	B	-0.44%
ORLY	B	-0.43%
MAR	B	-0.43%
DASH	A	-0.43%
AON	A	-0.42%
GWW	B	-0.41%
COP	C	-0.4%
TRV	B	-0.39%
AJG	B	-0.39%
CPRT	A	-0.37%
LULU	C	-0.37%
EOG	A	-0.37%
PSA	D	-0.35%
CTSH	B	-0.34%
IT	C	-0.34%
RSG	A	-0.34%
MSI	B	-0.34%
PAYX	C	-0.34%
TEAM	A	-0.33%
VRSK	A	-0.33%
DECK	A	-0.32%
BRO	B	-0.29%
BR	A	-0.29%
NDAQ	A	-0.29%
WDAY	B	-0.29%
DDOG	A	-0.29%
CSL	C	-0.28%
VRT	B	-0.28%
WSO	A	-0.27%
EXPE	B	-0.27%
FFIV	B	-0.27%
ALSN	B	-0.26%
RNG	B	-0.26%
WRB	A	-0.25%
WY	D	-0.25%
CLH	B	-0.25%
SEIC	B	-0.25%
EW	C	-0.24%
HST	C	-0.24%
KEYS	A	-0.24%
DBX	B	-0.24%
PAYC	B	-0.24%
MEDP	D	-0.23%
EXR	D	-0.23%
LEN	D	-0.23%
POOL	C	-0.23%
CTRA	B	-0.23%
FDS	B	-0.23%
LSTR	D	-0.22%
TOST	B	-0.22%
SNOW	C	-0.22%
HIG	B	-0.22%
LECO	B	-0.22%
JAZZ	B	-0.22%
DRI	B	-0.22%
CLX	B	-0.22%
TWLO	A	-0.22%
GGG	B	-0.21%
IEX	B	-0.21%
SCCO	F	-0.21%
MAA	B	-0.21%
DOX	D	-0.21%
EXPD	D	-0.21%
ROL	B	-0.21%
OGE	B	-0.21%
CF	B	-0.2%
TPR	B	-0.2%
DT	C	-0.2%
LDOS	C	-0.2%
TER	D	-0.2%
DVA	B	-0.2%
CBOE	B	-0.2%
FNF	B	-0.19%
BLDR	D	-0.19%
LSCC	D	-0.19%
DKS	C	-0.19%
CBSH	A	-0.19%
ZM	B	-0.19%
AKAM	D	-0.18%
PEN	B	-0.18%
NFG	A	-0.17%
SOLV	C	-0.17%
NTNX	A	-0.17%
UGI	A	-0.16%
AYI	B	-0.16%
SAIC	F	-0.16%
EPAM	C	-0.16%
JBL	B	-0.16%
EXP	A	-0.16%
AMT	D	-0.16%
DCI	B	-0.16%
CDW	F	-0.16%
RPM	A	-0.15%
CRI	D	-0.15%
PEGA	A	-0.15%
WMS	D	-0.15%
AFG	A	-0.14%
ELS	C	-0.14%
CNM	D	-0.14%
EVRG	A	-0.14%
PRI	A	-0.14%
JKHY	D	-0.14%
RPRX	D	-0.14%
ULTA	F	-0.14%
SMAR	A	-0.13%
SSNC	B	-0.13%
MSM	C	-0.13%
PCOR	B	-0.13%
CCI	D	-0.12%
DXC	B	-0.12%
OKTA	C	-0.12%
ENTG	D	-0.12%
PATH	C	-0.12%
WU	D	-0.12%
GWRE	A	-0.11%
SKX	D	-0.11%
YETI	C	-0.11%
NDSN	B	-0.11%
BSY	D	-0.11%
DV	C	-0.11%
AOS	F	-0.11%
TPL	A	-0.11%
WH	B	-0.1%
CPT	B	-0.1%
RLI	B	-0.1%
BYD	C	-0.1%
CHH	A	-0.09%
ZI	D	-0.09%
LPX	B	-0.09%
FAST	B	-0.09%
ATO	A	-0.09%
IPGP	D	-0.09%
OLN	D	-0.09%
QGEN	D	-0.08%
MPC	D	-0.08%
SIRI	C	-0.08%
INGR	B	-0.08%
GLPI	C	-0.07%
TECH	D	-0.06%
RS	B	-0.06%
CUBE	D	-0.05%
UPS	C	-0.04%
GNTX	C	-0.04%
AM	A	-0.03%
CHRW	C	-0.02%
VIRT	B	-0.01%
SNX	C	-0.0%

JQUA: Top Represented Industries & Keywords

Industries: Software - Application Software - Infrastructure Semiconductors Information Technology Services Business Services Diversified Industrials Specialty Retail Diagnostics & Research Insurance - Property & Casualty Semiconductor Equipment & Materials Biotechnology Drug Manufacturers - Major Household & Personal Products Internet Content & Information Capital Markets Industrial Distribution Insurance Brokers Integrated Shipping & Logistics Medical Instruments & Supplies Oil & Gas E&P