HLGE vs. NXTV ETF Comparison
Comparison of Hartford Longevity Economy ETF (HLGE) to Simplify Next Intangible Value Index ETF (NXTV)
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
NXTV
Simplify Next Intangible Value Index ETF
NXTV Description
NXTV targets US companies with low equity valuations relative to their intangible-adjusted book values within their respective sectors. The fund defines intangible capital as productive assets that lack physical presence and are created through investments in brand, knowledge, and organization capital. The index construction starts by calculating an intangible-adjusted book value for each security in an initial universe consisting of the largest 2000 US companies by market-cap. The 200 stocks with the lowest equity valuations relative to their intangible adjusted book values are selected for inclusion. At least five stocks are included from each of the 13 sectors determined by the index provider using a combination of SIC and NAICS codes along with data from publicly available 10-K filings. Holdings are weighted by market capitalization, with individual security weights capped at 5%. The index reconstitutes quarterly.Grade (RS Rating)
Last Trade
$28.86
Average Daily Volume
732
Number of Holdings
*
194
* may have additional holdings in another (foreign) market
Performance
| Period | HLGE | NXTV |
|---|---|---|
| 30 Days | 3.61% | 5.48% |
| 60 Days | 3.94% | 5.83% |
| 90 Days | 5.95% | 10.13% |
| 12 Months | 29.57% |
53 Overlapping Holdings
| Symbol | Grade | Weight in HLGE | Weight in NXTV | Overlap | |
|---|---|---|---|---|---|
| ACI | C | 0.41% | 0.49% | 0.41% | |
| AIG | B | 0.06% | 0.75% | 0.06% | |
| ALL | A | 0.02% | 0.74% | 0.02% | |
| BBY | D | 0.1% | 0.91% | 0.1% | |
| C | A | 0.44% | 1.95% | 0.44% | |
| CFG | B | 0.03% | 0.3% | 0.03% | |
| CINF | A | 0.21% | 0.33% | 0.21% | |
| CMCSA | B | 0.54% | 5.48% | 0.54% | |
| CNC | D | 0.2% | 0.48% | 0.2% | |
| COF | B | 0.19% | 0.96% | 0.19% | |
| COKE | C | 0.09% | 0.17% | 0.09% | |
| CVS | D | 0.01% | 1.08% | 0.01% | |
| DDS | B | 0.75% | 0.27% | 0.27% | |
| DELL | C | 0.94% | 3.41% | 0.94% | |
| DLB | B | 0.66% | 0.05% | 0.05% | |
| EBAY | D | 1.01% | 1.1% | 1.01% | |
| ED | D | 0.1% | 0.36% | 0.1% | |
| EQH | B | 0.12% | 0.22% | 0.12% | |
| ETR | B | 0.28% | 0.32% | 0.28% | |
| EXEL | B | 0.25% | 0.27% | 0.25% | |
| F | C | 0.08% | 0.72% | 0.08% | |
| FCNCA | A | 0.18% | 0.71% | 0.18% | |
| FOXA | B | 0.14% | 0.83% | 0.14% | |
| GM | B | 0.74% | 1.04% | 0.74% | |
| HPE | B | 0.89% | 1.06% | 0.89% | |
| HPQ | B | 0.82% | 1.47% | 0.82% | |
| HUM | C | 0.25% | 0.55% | 0.25% | |
| IAC | D | 0.36% | 0.17% | 0.17% | |
| INCY | C | 0.24% | 0.41% | 0.24% | |
| INTC | D | 0.23% | 3.52% | 0.23% | |
| JEF | A | 0.11% | 0.2% | 0.11% | |
| JWN | C | 0.76% | 0.17% | 0.17% | |
| KR | B | 0.54% | 1.77% | 0.54% | |
| M | D | 0.53% | 0.2% | 0.2% | |
| MET | A | 0.08% | 0.83% | 0.08% | |
| MKL | A | 0.04% | 0.34% | 0.04% | |
| NTAP | C | 0.79% | 0.98% | 0.79% | |
| ORI | A | 0.14% | 0.14% | 0.14% | |
| PFE | D | 0.21% | 4.63% | 0.21% | |
| PPL | B | 0.21% | 0.24% | 0.21% | |
| PRU | A | 0.27% | 0.67% | 0.27% | |
| SNAP | C | 0.42% | 0.75% | 0.42% | |
| SRE | A | 0.08% | 0.53% | 0.08% | |
| SYF | B | 0.25% | 0.34% | 0.25% | |
| SYY | B | 0.27% | 0.57% | 0.27% | |
| T | A | 0.5% | 5.05% | 0.5% | |
| UNM | A | 0.09% | 0.18% | 0.09% | |
| VICI | C | 0.15% | 0.85% | 0.15% | |
| VTRS | A | 0.08% | 0.42% | 0.08% | |
| VZ | C | 0.34% | 4.68% | 0.34% | |
| WDC | D | 0.74% | 0.92% | 0.74% | |
| WHR | B | 0.02% | 0.16% | 0.02% | |
| ZBH | C | 0.11% | 0.64% | 0.11% |
HLGE Overweight 286 Positions Relative to NXTV
| Symbol | Grade | Weight | |
|---|---|---|---|
| CARG | C | 1.18% | |
| NVDA | C | 1.17% | |
| META | D | 1.06% | |
| AMZN | C | 1.05% | |
| GOOGL | C | 1.03% | |
| ORCL | B | 1.03% | |
| CARS | B | 0.94% | |
| TXN | C | 0.92% | |
| CVLT | B | 0.89% | |
| QCOM | F | 0.89% | |
| NOW | A | 0.88% | |
| YELP | C | 0.86% | |
| NXPI | D | 0.83% | |
| MSFT | F | 0.83% | |
| AAPL | C | 0.82% | |
| WMT | A | 0.82% | |
| FICO | B | 0.81% | |
| PSTG | D | 0.79% | |
| STX | D | 0.79% | |
| BKNG | A | 0.74% | |
| JNJ | D | 0.73% | |
| LOW | D | 0.73% | |
| FTNT | C | 0.72% | |
| TMUS | B | 0.7% | |
| VRTX | F | 0.68% | |
| MCK | B | 0.68% | |
| HD | A | 0.67% | |
| CL | D | 0.67% | |
| PRGS | A | 0.66% | |
| TJX | A | 0.63% | |
| MCHP | D | 0.6% | |
| ADI | D | 0.6% | |
| MTCH | D | 0.6% | |
| NFLX | A | 0.6% | |
| UNH | C | 0.57% | |
| CRUS | D | 0.57% | |
| TRIP | F | 0.57% | |
| AXNX | C | 0.57% | |
| PI | D | 0.56% | |
| LMT | D | 0.54% | |
| GILD | C | 0.54% | |
| ELV | F | 0.53% | |
| OLED | D | 0.53% | |
| AVGO | D | 0.53% | |
| GS | A | 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% | |
| CORT | B | 0.49% | |
| PINS | D | 0.49% | |
| MPWR | F | 0.48% | |
| EA | A | 0.47% | |
| MRK | F | 0.46% | |
| MS | A | 0.44% | |
| BRK.A | B | 0.44% | |
| REGN | F | 0.43% | |
| AMED | F | 0.43% | |
| MTB | A | 0.43% | |
| KO | D | 0.41% | |
| ZTS | D | 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% | |
| 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% | |
| CALM | A | 0.36% | |
| SWKS | F | 0.36% | |
| CRWD | B | 0.35% | |
| A | D | 0.35% | |
| BMY | B | 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% | |
| UBER | D | 0.34% | |
| MTSI | B | 0.34% | |
| XRX | F | 0.33% | |
| PEP | F | 0.33% | |
| INTU | C | 0.33% | |
| TMO | F | 0.33% | |
| ABT | B | 0.33% | |
| ABBV | D | 0.33% | |
| SO | D | 0.32% | |
| 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% | |
| WELL | A | 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% | |
| YUM | B | 0.28% | |
| MDT | D | 0.28% | |
| HBAN | A | 0.28% | |
| ADSK | A | 0.28% | |
| USB | A | 0.28% | |
| AXP | A | 0.27% | |
| GDDY | A | 0.27% | |
| SMTC | B | 0.26% | |
| PTC | A | 0.26% | |
| KTB | B | 0.26% | |
| RCL | A | 0.25% | |
| PEG | A | 0.25% | |
| OGN | D | 0.25% | |
| TENB | 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% | |
| HON | B | 0.23% | |
| PHM | D | 0.23% | |
| RMD | C | 0.22% | |
| POWI | D | 0.22% | |
| NYT | C | 0.22% | |
| ITCI | C | 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% | |
| WAT | B | 0.2% | |
| ACIW | B | 0.2% | |
| TSCO | D | 0.19% | |
| CRDO | B | 0.19% | |
| BOX | B | 0.18% | |
| SPG | B | 0.18% | |
| ZETA | D | 0.18% | |
| KVUE | A | 0.18% | |
| APP | B | 0.18% | |
| BLK | C | 0.18% | |
| AVB | B | 0.18% | |
| ROST | C | 0.17% | |
| 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% | |
| 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% | |
| 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% | |
| TFC | A | 0.13% | |
| BDX | F | 0.13% | |
| WSM | B | 0.12% | |
| BKE | B | 0.12% | |
| SHO | C | 0.12% | |
| JXN | C | 0.12% | |
| ICE | C | 0.11% | |
| LZB | B | 0.11% | |
| AVT | C | 0.11% | |
| MOG.A | B | 0.11% | |
| LHX | C | 0.11% | |
| HOLX | D | 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% | |
| O | D | 0.08% | |
| CHTR | C | 0.08% | |
| THO | B | 0.08% | |
| DTE | C | 0.08% | |
| GIS | D | 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% | |
| 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% | |
| 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% | |
| MCD | D | 0.03% | |
| MANH | D | 0.03% | |
| BCO | D | 0.03% | |
| COLM | B | 0.02% | |
| MMM | D | 0.02% | |
| TNL | A | 0.02% | |
| CASH | A | 0.02% | |
| ANIP | F | 0.01% | |
| UE | C | 0.01% | |
| AMG | B | 0.01% | |
| PIPR | B | 0.01% |
HLGE Underweight 141 Positions Relative to NXTV
| Symbol | Grade | Weight | |
|---|---|---|---|
| FDX | B | -1.15% | |
| ZM | B | -0.96% | |
| GFS | C | -0.91% | |
| TRV | B | -0.83% | |
| BIIB | F | -0.78% | |
| DG | F | -0.76% | |
| EL | F | -0.74% | |
| NWS | B | -0.72% | |
| DD | D | -0.69% | |
| NUE | C | -0.67% | |
| KHC | F | -0.62% | |
| CTVA | C | -0.62% | |
| DLTR | F | -0.61% | |
| LEN | D | -0.6% | |
| ILMN | D | -0.58% | |
| MRNA | F | -0.57% | |
| TWLO | A | -0.55% | |
| JNPR | F | -0.54% | |
| CACI | D | -0.53% | |
| BAX | D | -0.53% | |
| D | C | -0.5% | |
| TPR | B | -0.48% | |
| IP | B | -0.47% | |
| PCG | A | -0.46% | |
| LBRDK | C | -0.46% | |
| CCL | B | -0.45% | |
| CTRA | B | -0.45% | |
| ALB | C | -0.43% | |
| SNX | C | -0.42% | |
| ADM | D | -0.4% | |
| PPG | F | -0.39% | |
| EQT | B | -0.39% | |
| UAL | A | -0.39% | |
| MRO | B | -0.39% | |
| RS | B | -0.38% | |
| EXC | C | -0.38% | |
| FYBR | D | -0.37% | |
| GAP | C | -0.37% | |
| CIEN | B | -0.36% | |
| EXPE | B | -0.36% | |
| SOLV | C | -0.35% | |
| FLEX | A | -0.35% | |
| WRB | A | -0.34% | |
| DBX | B | -0.34% | |
| LUV | C | -0.34% | |
| TSN | B | -0.32% | |
| PATH | C | -0.31% | |
| LEVI | F | -0.3% | |
| FTI | A | -0.3% | |
| PFG | D | -0.29% | |
| CRBG | B | -0.29% | |
| BILL | A | -0.29% | |
| PEGA | A | -0.29% | |
| GPC | D | -0.28% | |
| ARE | D | -0.28% | |
| SWK | D | -0.28% | |
| OVV | B | -0.27% | |
| HSIC | B | -0.27% | |
| L | A | -0.27% | |
| U | C | -0.27% | |
| AMKR | D | -0.26% | |
| TXT | D | -0.26% | |
| BIO | D | -0.26% | |
| EG | C | -0.24% | |
| BLDR | D | -0.24% | |
| FNF | B | -0.24% | |
| WCC | B | -0.23% | |
| VFC | C | -0.23% | |
| NSIT | F | -0.23% | |
| LUMN | C | -0.23% | |
| SATS | D | -0.23% | |
| PFGC | B | -0.22% | |
| RGA | A | -0.22% | |
| USM | B | -0.22% | |
| SNA | A | -0.22% | |
| AIT | A | -0.22% | |
| KD | B | -0.22% | |
| CNH | C | -0.21% | |
| RPM | A | -0.21% | |
| CPB | D | -0.21% | |
| W | F | -0.21% | |
| ROKU | D | -0.21% | |
| RNR | C | -0.21% | |
| JLL | D | -0.2% | |
| ELAN | D | -0.2% | |
| CLVT | F | -0.2% | |
| CNA | B | -0.2% | |
| ALLY | C | -0.2% | |
| KMX | B | -0.2% | |
| JAZZ | B | -0.2% | |
| COTY | F | -0.19% | |
| RIVN | F | -0.19% | |
| PAG | B | -0.19% | |
| AR | B | -0.19% | |
| RHI | B | -0.18% | |
| UPST | B | -0.18% | |
| BG | F | -0.18% | |
| AA | B | -0.18% | |
| TOL | B | -0.18% | |
| DINO | D | -0.18% | |
| ARW | D | -0.17% | |
| AEO | F | -0.17% | |
| TAP | C | -0.17% | |
| ADTN | A | -0.17% | |
| LKQ | D | -0.17% | |
| FLS | B | -0.17% | |
| SIG | B | -0.16% | |
| AIZ | A | -0.16% | |
| ALIT | C | -0.16% | |
| BWA | D | -0.16% | |
| NI | A | -0.16% | |
| NOV | C | -0.16% | |
| PVH | C | -0.16% | |
| ZI | D | -0.16% | |
| BEN | C | -0.16% | |
| WFRD | D | -0.15% | |
| X | C | -0.15% | |
| CLF | F | -0.15% | |
| LAD | A | -0.15% | |
| GL | B | -0.15% | |
| DXC | B | -0.15% | |
| URBN | C | -0.15% | |
| ASO | F | -0.15% | |
| FRSH | C | -0.15% | |
| SANM | B | -0.15% | |
| XRAY | F | -0.14% | |
| SLAB | D | -0.14% | |
| EVRG | A | -0.14% | |
| AGR | B | -0.14% | |
| FHN | A | -0.14% | |
| CIVI | D | -0.13% | |
| INGR | B | -0.13% | |
| CXT | B | -0.13% | |
| WBD | C | -0.13% | |
| SON | D | -0.13% | |
| MUR | D | -0.12% | |
| ALKS | B | -0.12% | |
| CPRI | F | -0.1% | |
| LCID | F | -0.09% | |
| MGM | D | -0.08% | |
| BYD | C | -0.05% |
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
NXTV: Top Represented Industries & Keywords
Industries:
Insurance - Property & Casualty
Oil & Gas E&P
Software - Application
Telecom Services
Biotechnology
Communication Equipment
Insurance - Life
Specialty Retail
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Semiconductors
Utilities - Diversified
Apparel Stores
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Auto & Truck Dealerships
Banks - Regional - US
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