HLGE vs. NZUS ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to SPDR MSCI USA Climate Paris Aligned ETF (NZUS)

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

$31.18

Average Daily Volume

425

Number of Holdings ^*

340

* may have additional holdings in another (foreign) market

NZUS

SPDR MSCI USA Climate Paris Aligned ETF

NZUS Description

SPDR Series Trust - SPDR MSCI USA Climate Paris Aligned ETF is an exchange traded fund launched by State Street Global Advisors, Inc. The fund is managed by SSGA Funds Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Climate Paris Aligned Index, by using representative sampling technique. It does not invest in stocks of companies operating across cluster bombs, landmines, depleted uranium, chemical or biological weapons, blinding laser weapons, non-detectable fragments or incendiary weapons, tobacco, mining of thermal coal, oil and gas related activities, including distribution / retail, equipment and services, extraction and production, petrochemicals, pipelines and transportation and refining, thermal coal based, liquid fuel based and natural gas based power generation sectors. SPDR Series Trust - SPDR MSCI USA Climate Paris Aligned ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$32.33

Average Daily Volume

405

Number of Holdings ^*

247

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	NZUS
30 Days	-0.72%	4.08%
60 Days	5.16%	11.16%
90 Days	2.10%	4.02%
12 Months	31.02%	36.46%

111 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in NZUS	Overlap
A	B	0.4%	0.11%	0.11%
AAPL	C	0.83%	7.07%	0.83%
ABBV	C	0.4%	0.68%	0.4%
ABNB	D	0.06%	0.19%	0.06%
ACGL	A	0.06%	0.29%	0.06%
ADBE	F	0.13%	0.59%	0.13%
ADI	B	0.65%	0.68%	0.65%
ADSK	B	0.25%	0.25%	0.25%
AFL	A	0.16%	0.6%	0.16%
ALL	A	0.02%	0.14%	0.02%
AMD	C	0.19%	0.66%	0.19%
AMGN	D	0.34%	0.31%	0.31%
AMP	A	0.13%	0.04%	0.04%
AMZN	C	0.95%	3.39%	0.95%
ANSS	D	0.15%	0.06%	0.06%
APO	A	0.03%	0.19%	0.03%
AVB	C	0.18%	0.46%	0.18%
AVGO	B	0.53%	1.73%	0.53%
AXP	A	0.25%	0.38%	0.25%
BAC	B	0.33%	0.01%	0.01%
BDX	C	0.15%	0.1%	0.1%
BK	A	0.49%	0.2%	0.2%
BMY	A	0.32%	0.35%	0.32%
BSX	A	0.51%	0.28%	0.28%
CB	A	0.25%	0.41%	0.25%
CHD	D	0.13%	0.2%	0.13%
CHTR	D	0.07%	0.12%	0.07%
CINF	A	0.2%	0.13%	0.13%
CMCSA	B	0.51%	0.23%	0.23%
DGX	D	0.16%	0.03%	0.03%
DHR	D	0.18%	0.61%	0.18%
DIS	D	0.04%	0.38%	0.04%
DOCU	A	0.06%	0.02%	0.02%
EBAY	A	1.08%	0.2%	0.2%
EIX	C	0.11%	1.33%	0.11%
ELV	F	0.68%	0.28%	0.28%
EQR	C	0.13%	0.1%	0.1%
FOXA	B	0.11%	0.04%	0.04%
FSLR	C	0.2%	0.78%	0.2%
FTNT	A	0.59%	0.11%	0.11%
GILD	A	0.5%	0.03%	0.03%
GOOGL	B	1.0%	1.16%	1.0%
GRMN	D	0.23%	0.21%	0.21%
HD	A	0.69%	0.96%	0.69%
HLT	A	0.2%	0.04%	0.04%
HOLX	D	0.12%	0.09%	0.09%
HSY	D	0.19%	0.32%	0.19%
HUM	F	0.26%	0.08%	0.08%
ICE	A	0.11%	0.29%	0.11%
IDXX	D	0.1%	0.15%	0.1%
INCY	B	0.21%	0.04%	0.04%
INTC	D	0.22%	0.27%	0.22%
INTU	F	0.29%	0.57%	0.29%
ISRG	C	0.32%	0.36%	0.32%
JNJ	D	0.78%	1.0%	0.78%
JPM	C	0.31%	1.15%	0.31%
LLY	D	0.6%	1.98%	0.6%
LOW	C	0.75%	0.05%	0.05%
MCD	A	0.03%	1.02%	0.03%
MCO	D	0.4%	0.59%	0.4%
MDT	C	0.3%	0.32%	0.3%
MET	A	0.08%	0.13%	0.08%
META	A	1.08%	2.61%	1.08%
MKL	B	0.04%	0.12%	0.04%
MPWR	B	0.77%	0.14%	0.14%
MRK	F	0.54%	0.79%	0.54%
MRVL	C	0.03%	0.26%	0.03%
MSFT	D	0.83%	6.85%	0.83%
MTB	A	0.36%	0.07%	0.07%
MTCH	B	0.74%	0.02%	0.02%
MTD	C	0.65%	0.41%	0.41%
NFLX	A	0.52%	0.72%	0.52%
NOW	B	0.75%	0.82%	0.75%
NVDA	B	0.96%	6.59%	0.96%
O	C	0.09%	0.21%	0.09%
ORCL	A	0.94%	0.76%	0.76%
PANW	B	0.45%	0.05%	0.05%
PFE	D	0.23%	0.29%	0.23%
PGR	B	0.2%	0.37%	0.2%
PINS	D	0.56%	0.03%	0.03%
QCOM	D	0.92%	0.47%	0.47%
REGN	D	0.59%	0.28%	0.28%
RMD	C	0.22%	0.14%	0.14%
ROP	D	0.08%	0.17%	0.08%
ROST	D	0.18%	0.16%	0.16%
SNAP	D	0.42%	0.02%	0.02%
SNPS	F	0.21%	0.21%	0.21%
SPG	A	0.17%	0.15%	0.15%
SPGI	C	0.15%	0.8%	0.15%
SYK	C	0.39%	0.33%	0.33%
TJX	D	0.63%	0.4%	0.4%
TMO	D	0.39%	0.62%	0.39%
TMUS	A	0.62%	0.05%	0.05%
TROW	D	0.12%	0.1%	0.1%
TXN	C	0.92%	0.67%	0.67%
TYL	D	0.21%	0.05%	0.05%
UBER	C	0.36%	0.21%	0.21%
UNH	B	0.58%	1.22%	0.58%
USB	C	0.26%	0.12%	0.12%
VEEV	C	0.09%	0.07%	0.07%
VICI	C	0.16%	0.26%	0.16%
VRSN	C	0.07%	0.16%	0.07%
VRTX	D	0.68%	0.27%	0.27%
VTR	C	0.09%	0.08%	0.08%
VZ	C	0.39%	0.13%	0.13%
WAT	B	0.2%	0.19%	0.19%
WELL	C	0.3%	0.2%	0.2%
WFC	B	0.31%	0.22%	0.22%
YUM	C	0.29%	0.16%	0.16%
ZBH	F	0.11%	0.07%	0.07%
ZTS	C	0.46%	0.6%	0.46%

HLGE Overweight 229 Positions Relative to NZUS

Symbol	Grade	Weight
CARG	C	1.0%
STX	C	0.9%
NXPI	F	0.88%
CARS	F	0.86%
HPE	B	0.85%
YELP	D	0.83%
NTAP	D	0.83%
WMT	A	0.81%
DELL	C	0.81%
WDC	C	0.8%
HPQ	B	0.8%
CVLT	B	0.8%
PSTG	F	0.79%
CL	D	0.77%
JWN	D	0.73%
MCHP	F	0.72%
DLB	D	0.7%
CRUS	D	0.69%
FICO	C	0.68%
PRGS	A	0.67%
DDS	D	0.67%
PI	A	0.66%
OLED	B	0.66%
BKNG	B	0.63%
LMT	A	0.62%
GM	D	0.59%
TRIP	D	0.57%
AXNX	A	0.57%
MCK	F	0.57%
M	D	0.54%
KR	C	0.53%
T	B	0.51%
COST	C	0.5%
KO	C	0.48%
HCA	C	0.47%
AMED	D	0.47%
GS	B	0.45%
OLLI	C	0.44%
BRK.A	B	0.44%
CORT	B	0.43%
EA	D	0.42%
VRNS	B	0.42%
ACI	F	0.41%
SWKS	F	0.41%
C	B	0.4%
XRX	D	0.4%
IAC	C	0.4%
CI	D	0.39%
MU	D	0.39%
GD	C	0.38%
DIOD	F	0.38%
IRM	B	0.38%
GEN	A	0.38%
ON	F	0.37%
TGT	C	0.37%
PNC	C	0.36%
RTX	A	0.35%
PEP	F	0.35%
MS	A	0.35%
NVR	C	0.34%
FITB	C	0.34%
PG	D	0.34%
SO	A	0.34%
KMB	D	0.33%
QLYS	F	0.33%
COLL	A	0.33%
DUK	C	0.33%
ABT	C	0.33%
OGN	F	0.32%
EDR	A	0.32%
CW	A	0.32%
CALM	A	0.31%
ZETA	B	0.31%
STT	A	0.3%
MTSI	B	0.3%
UTHR	C	0.28%
SYY	D	0.28%
CRWD	D	0.28%
HEI	C	0.27%
PHM	C	0.27%
PEG	A	0.27%
CNC	F	0.26%
ETR	A	0.26%
RF	B	0.26%
PRU	B	0.26%
MCRI	B	0.26%
CDNS	D	0.25%
QRVO	F	0.25%
TENB	D	0.24%
PTC	B	0.24%
SMTC	C	0.24%
KTB	C	0.24%
TDG	A	0.24%
GDDY	B	0.23%
COR	F	0.23%
NYT	C	0.23%
HBAN	B	0.23%
MSGS	A	0.23%
PPL	C	0.22%
HRB	C	0.22%
POWI	F	0.22%
EHC	C	0.21%
LAMR	C	0.21%
WMK	D	0.21%
HON	C	0.21%
PRG	C	0.21%
SYF	A	0.2%
BJ	B	0.2%
ZUO	F	0.2%
TSCO	A	0.2%
JHG	A	0.2%
RCL	B	0.19%
ACIW	A	0.19%
EXEL	B	0.19%
NOC	B	0.19%
CHE	D	0.18%
KVUE	C	0.18%
ITCI	D	0.18%
LRN	D	0.18%
PSMT	A	0.18%
BLK	A	0.17%
BOX	C	0.17%
KSS	D	0.17%
ADUS	D	0.17%
TDC	D	0.16%
IMKTA	F	0.16%
FE	C	0.16%
AEP	C	0.15%
SHOO	A	0.15%
FLO	D	0.15%
NHI	C	0.15%
MMSI	C	0.15%
PDCO	F	0.15%
CRVL	C	0.15%
UPBD	F	0.15%
FCNCA	D	0.15%
COF	A	0.15%
WSM	C	0.14%
WGO	D	0.14%
CRDO	B	0.14%
LOPE	D	0.14%
APPN	C	0.14%
SHO	B	0.13%
ORI	A	0.13%
AGYS	D	0.12%
SFM	A	0.12%
SQSP	A	0.12%
DHI	C	0.12%
TFC	D	0.12%
ALKT	D	0.12%
JXN	A	0.11%
LZB	D	0.11%
ED	C	0.11%
BKE	B	0.11%
EQH	B	0.11%
AVT	B	0.11%
LHX	A	0.11%
BBY	C	0.11%
GIS	C	0.1%
JEF	A	0.1%
COKE	C	0.1%
RJF	B	0.1%
MOG.A	C	0.1%
SF	A	0.1%
APP	A	0.09%
KLG	F	0.09%
DTE	B	0.09%
ETSY	F	0.09%
DFIN	B	0.09%
HIMS	C	0.09%
SRE	C	0.08%
BPOP	D	0.08%
VTRS	D	0.08%
UNM	A	0.08%
GOLF	F	0.08%
F	D	0.08%
THO	C	0.08%
PJT	A	0.08%
LNTH	C	0.07%
EVR	C	0.06%
EPC	F	0.06%
PINC	F	0.06%
AIG	C	0.06%
FTDR	B	0.06%
CAH	B	0.06%
AEE	A	0.06%
DOCS	A	0.06%
OFG	D	0.06%
WOR	F	0.05%
LMAT	A	0.05%
PRDO	D	0.05%
STE	D	0.05%
NWL	D	0.05%
WBA	F	0.05%
AXS	A	0.05%
SGH	D	0.05%
VSTO	B	0.05%
CPRX	C	0.05%
CBRE	C	0.04%
NRG	A	0.04%
WEC	B	0.04%
HLI	A	0.04%
ZS	F	0.04%
CASY	D	0.04%
BCO	C	0.04%
MDLZ	D	0.04%
FHI	A	0.04%
CNK	D	0.03%
LTC	D	0.03%
BRBR	A	0.03%
LYV	A	0.03%
CTRE	C	0.03%
CFG	C	0.03%
MORN	B	0.03%
MANH	A	0.03%
VCTR	A	0.03%
PBH	D	0.03%
TNL	B	0.02%
CASH	C	0.02%
COLM	B	0.02%
MMM	C	0.02%
WHR	C	0.02%
PFBC	D	0.02%
SNEX	B	0.02%
UE	C	0.01%
ANIP	F	0.01%
AMG	B	0.01%
PIPR	A	0.01%
CVS	D	0.01%

HLGE Underweight 136 Positions Relative to NZUS

Symbol	Grade	Weight
TSLA	C	-2.29%
GOOG	B	-2.25%
V	B	-1.64%
DLR	C	-1.57%
SHW	C	-1.57%
IBM	A	-1.35%
XYL	C	-1.29%
MA	A	-1.23%
EQIX	C	-0.9%
PLD	D	-0.83%
CSCO	A	-0.79%
CRM	B	-0.74%
ACN	B	-0.64%
AWK	D	-0.6%
ACM	A	-0.54%
ARE	D	-0.5%
DOC	C	-0.49%
MSI	A	-0.49%
AME	C	-0.49%
BXP	B	-0.47%
ROK	D	-0.45%
PNR	C	-0.44%
ESS	D	-0.44%
FTV	C	-0.39%
ENPH	F	-0.39%
ITW	C	-0.36%
MMC	D	-0.34%
SCHW	D	-0.34%
JNPR	C	-0.33%
RIVN	F	-0.31%
CME	A	-0.31%
AMT	D	-0.3%
SBUX	B	-0.28%
KLAC	B	-0.27%
ALLE	A	-0.26%
IEX	D	-0.25%
PSA	C	-0.24%
MELI	D	-0.23%
WST	D	-0.23%
BX	C	-0.21%
UNP	F	-0.21%
BRO	A	-0.21%
FAST	C	-0.21%
CTAS	C	-0.19%
AON	A	-0.18%
EW	F	-0.18%
HIG	A	-0.18%
ODFL	F	-0.18%
PYPL	A	-0.18%
AFG	A	-0.17%
APH	D	-0.17%
VRSK	D	-0.16%
CMG	C	-0.16%
ECL	C	-0.16%
CPRT	B	-0.16%
VLTO	A	-0.16%
KKR	A	-0.16%
PAYX	B	-0.15%
FFIV	B	-0.15%
WTW	C	-0.14%
MNST	D	-0.14%
ERIE	A	-0.13%
KEYS	B	-0.13%
RPRX	D	-0.13%
RVTY	C	-0.13%
CBOE	B	-0.12%
ALNY	C	-0.12%
NDAQ	C	-0.12%
ROL	C	-0.12%
TRMB	B	-0.12%
NEM	C	-0.12%
FDS	C	-0.11%
AXON	A	-0.11%
EFX	D	-0.11%
CSGP	F	-0.1%
AJG	C	-0.1%
ETN	B	-0.1%
GGG	C	-0.1%
FI	A	-0.09%
NKE	D	-0.09%
WRB	C	-0.09%
ADP	A	-0.09%
KDP	C	-0.09%
SEIC	B	-0.09%
ANET	A	-0.08%
NTRS	B	-0.08%
LULU	D	-0.08%
KIM	C	-0.08%
BIIB	F	-0.07%
MKTX	B	-0.07%
ULTA	D	-0.07%
DXCM	F	-0.07%
WDAY	D	-0.07%
BMRN	F	-0.06%
AOS	C	-0.06%
ILMN	B	-0.06%
EXR	D	-0.06%
TRV	B	-0.06%
DFS	A	-0.06%
PODD	C	-0.05%
TTD	A	-0.05%
VMC	D	-0.05%
TFX	C	-0.05%
EL	D	-0.05%
NBIX	F	-0.04%
ALGN	D	-0.04%
CTLT	A	-0.04%
BAH	C	-0.04%
IR	A	-0.04%
BIO	B	-0.04%
WM	B	-0.04%
GWW	B	-0.04%
IQV	F	-0.03%
FOX	B	-0.03%
STZ	D	-0.03%
AVTR	D	-0.03%
TECH	D	-0.03%
SMCI	F	-0.02%
ZM	B	-0.02%
HUBS	D	-0.02%
SNOW	F	-0.02%
OKTA	F	-0.02%
SQ	D	-0.02%
EXAS	C	-0.02%
TTWO	D	-0.02%
TW	A	-0.02%
PAYC	D	-0.01%
BAX	D	-0.01%
EPAM	F	-0.01%
MRNA	F	-0.01%
MDB	D	-0.01%
WPC	C	-0.01%
TRU	C	-0.01%
MKC	C	-0.01%
COIN	F	-0.01%
CSX	D	-0.01%