HLGE vs. PKW ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to PowerShares Buyback Achievers (PKW)
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

$30.99

Average Daily Volume

704

Number of Holdings *

332

* may have additional holdings in another (foreign) market
PKW

PowerShares Buyback Achievers

PKW Description The PowerShares Buyback AchieversTM Portfolio (Fund) is based on the NASDAQ US Buyback AchieversTM Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to track the performance of companies that meet the requirements to be classified as BuyBack Achievers™. To become eligible for inclusion in the Index, a company must be incorporated in the U.S., trade on a US exchange and must have repurchased at least 5% or more of its outstanding shares for the trailing 12 months. The Fund and the Index are reconstituted annually in January and rebalanced quarterly in January, April, July and October. Effective December 28, 2012, the NADAQ OMX Group, Inc. replaced Mergent, Inc., as the Index Provider of the Index. Effective February 25, 2013, the name of the Index changed from Share Buyback Achievers Index to NASDAQ Buyback Achievers Index. There will be no change to the methodology by which NASDAQ OMX Group, Inc., the Index Provider, calculates the Index. Please see the Fund’s prospectus supplement for more information. On February 25, 2013, NASDAQ took the place of the NYSE as the official Index data source.

Grade (RS Rating)

Last Trade

$111.30

Average Daily Volume

14,590

Number of Holdings *

190

* may have additional holdings in another (foreign) market
Performance
Period HLGE PKW
30 Days 2.89% 2.59%
60 Days -0.22% 4.22%
90 Days 2.71% 7.41%
12 Months 25.33% 22.06%
39 Overlapping Holdings
Symbol Grade Weight in HLGE Weight in PKW Overlap
AFL B 0.41% 2.21% 0.41%
AIG D 0.23% 1.8% 0.23%
BKNG B 0.5% 4.51% 0.5%
BRKR D 0.04% 0.34% 0.04%
CAH B 0.51% 0.98% 0.51%
CARG B 1.06% 0.09% 0.09%
CMCSA D 0.51% 4.65% 0.51%
CNC C 0.45% 1.38% 0.45%
DDS D 0.66% 0.15% 0.15%
EXPE C 0.12% 0.6% 0.12%
FBP D 0.08% 0.12% 0.08%
FOXA C 0.11% 0.34% 0.11%
GDDY D 0.08% 0.78% 0.08%
GOLF D 0.14% 0.15% 0.14%
HCA A 0.6% 3.64% 0.6%
HLT B 0.28% 1.89% 0.28%
HRB C 0.42% 0.32% 0.32%
IDCC B 0.28% 0.12% 0.12%
JEF B 0.09% 0.43% 0.09%
JNJ B 0.85% 5.39% 0.85%
L C 0.02% 0.64% 0.02%
LMT B 0.2% 4.86% 0.2%
MAR D 0.25% 2.31% 0.25%
MCK F 0.68% 2.61% 0.68%
MET B 0.06% 1.95% 0.06%
MTN D 0.01% 0.25% 0.01%
NSIT C 0.33% 0.23% 0.23%
PHM B 0.33% 0.95% 0.33%
PLAY F 0.04% 0.04% 0.04%
PRG B 0.11% 0.07% 0.07%
PVH D 0.1% 0.19% 0.1%
STT B 0.22% 0.91% 0.22%
SYF D 0.07% 0.7% 0.07%
TGNA C 0.04% 0.08% 0.04%
TMUS A 0.49% 5.31% 0.49%
TXT D 0.03% 0.59% 0.03%
VST C 0.28% 0.94% 0.28%
XRX F 0.45% 0.05% 0.05%
ZIP D 0.24% 0.03% 0.03%
HLGE Overweight 293 Positions Relative to PKW
Symbol Grade Weight
CVLT B 1.22%
EBAY A 1.11%
NVDA D 1.06%
TXN D 1.03%
GOOGL D 1.03%
AAPL D 0.98%
HPE F 0.97%
HPQ D 0.96%
META B 0.95%
QCOM D 0.94%
COST B 0.93%
AVGO C 0.91%
WMT B 0.9%
NTAP D 0.9%
MRK D 0.86%
NOW B 0.86%
AMZN C 0.84%
YELP F 0.81%
MSFT C 0.8%
ELV B 0.79%
JPM D 0.76%
UNH C 0.76%
REGN C 0.75%
ABBV B 0.75%
HD B 0.74%
CL C 0.73%
ADI D 0.72%
AMGN B 0.72%
DELL D 0.71%
C D 0.69%
PINS F 0.68%
NXPI F 0.64%
PANW C 0.63%
STX D 0.63%
FICO A 0.61%
VRNS C 0.6%
PRGS B 0.6%
MPWR C 0.6%
BMY C 0.59%
PSTG D 0.58%
JWN C 0.57%
LOW B 0.57%
MCHP D 0.56%
EA C 0.55%
ZTS B 0.53%
LLY C 0.53%
CRWD D 0.53%
BSX B 0.53%
BRK.A C 0.52%
M D 0.52%
ZS F 0.52%
ABT B 0.52%
QLYS F 0.52%
TJX B 0.51%
VRTX C 0.51%
GILD B 0.5%
MOH C 0.5%
BK A 0.5%
SWKS F 0.48%
CHE C 0.48%
CRUS D 0.48%
WFC F 0.47%
SYK B 0.47%
DBX D 0.47%
MDT B 0.46%
GRMN D 0.45%
COKE C 0.44%
AMED D 0.44%
AKAM D 0.44%
NFLX B 0.44%
LYV C 0.43%
INTU C 0.42%
RL B 0.42%
WDC D 0.42%
ORCL B 0.41%
MTD D 0.4%
CDW D 0.4%
DLB D 0.4%
BAC D 0.39%
KR B 0.39%
COLL C 0.38%
PG A 0.37%
KMB C 0.37%
CDNS D 0.37%
PTC D 0.36%
VZ A 0.36%
GS D 0.36%
OLLI C 0.36%
ROST C 0.35%
SYY C 0.35%
CMG C 0.35%
UBER C 0.35%
CW B 0.34%
CVS D 0.34%
HWM B 0.33%
SNAP F 0.33%
VRSN D 0.33%
SMCI F 0.33%
GD B 0.33%
COF D 0.32%
GM C 0.32%
MU F 0.32%
MCRI C 0.32%
TDG B 0.32%
VTRS C 0.31%
CARS D 0.31%
CBOE B 0.3%
SKX C 0.3%
DGX B 0.3%
EVR B 0.3%
ADBE D 0.29%
YUM B 0.29%
SSTK F 0.29%
CALM B 0.29%
EHC B 0.29%
ADSK B 0.28%
BRBR C 0.28%
STE B 0.28%
TEL D 0.28%
FTNT B 0.27%
WAT C 0.27%
PNC B 0.27%
UHS B 0.27%
BPOP C 0.27%
ACI D 0.26%
A C 0.26%
PEP B 0.25%
MTB B 0.25%
NVR B 0.24%
SFM B 0.24%
TDC F 0.24%
DHR B 0.24%
DIS D 0.24%
AXP B 0.24%
SNPS D 0.23%
OLED C 0.23%
WST F 0.23%
ROP B 0.23%
TRIP F 0.23%
CRM D 0.23%
TMO B 0.22%
ZBH D 0.22%
WELL B 0.22%
AMD D 0.21%
DUK B 0.21%
HLI A 0.21%
MCD B 0.21%
HSIC D 0.21%
PRU C 0.21%
TGT C 0.21%
TSCO B 0.2%
HSY B 0.2%
RJF C 0.2%
NWSA D 0.2%
MRVL C 0.2%
CRVL B 0.19%
ITCI D 0.19%
DHI B 0.19%
THO C 0.19%
AMP B 0.19%
DPZ D 0.19%
JBSS F 0.19%
CB B 0.19%
WSM C 0.18%
MANH A 0.18%
ETR A 0.18%
INTC F 0.18%
CRDO D 0.18%
MCO B 0.18%
HON D 0.18%
CHD B 0.17%
SO A 0.17%
LEN B 0.17%
WGO D 0.17%
VEEV C 0.17%
AVT D 0.17%
IRM A 0.17%
RMBS F 0.17%
MOG.A B 0.17%
OFG C 0.17%
SHOO B 0.16%
MDLZ B 0.16%
HBAN B 0.16%
PFE C 0.16%
TRV A 0.15%
PDCO D 0.15%
TXRH D 0.15%
MTCH C 0.15%
ISRG B 0.15%
HII D 0.15%
NYT C 0.14%
DECK C 0.14%
SPG B 0.14%
DFIN B 0.13%
PJT C 0.13%
DRI C 0.13%
GEHC C 0.13%
F D 0.13%
KO B 0.13%
EW D 0.13%
GTLB D 0.12%
WWD D 0.12%
PPL A 0.12%
XEL B 0.12%
IMKTA D 0.12%
BWXT D 0.12%
PRDO D 0.11%
LZB C 0.11%
ENSG A 0.11%
PSMT B 0.11%
SF B 0.11%
IAC C 0.1%
MTSI D 0.1%
IDXX C 0.1%
TTWO D 0.1%
IQV C 0.1%
BIIB F 0.1%
PFBC C 0.1%
SIRI C 0.1%
BLK A 0.1%
LEVI C 0.1%
JXN B 0.1%
NTNX C 0.1%
CTRE A 0.1%
MSGS B 0.1%
IBOC C 0.1%
FITB B 0.1%
WDFC C 0.09%
WING B 0.09%
NOC B 0.09%
GHC C 0.09%
WDAY D 0.08%
BJ D 0.08%
PBH B 0.08%
DIOD F 0.08%
JJSF D 0.08%
ULTA D 0.07%
CEG C 0.07%
BHE C 0.07%
LULU D 0.07%
BDX D 0.07%
EXEL A 0.07%
EIX B 0.06%
CASY C 0.06%
NWL C 0.06%
QRVO F 0.06%
HST D 0.06%
FLO C 0.06%
LRN B 0.06%
TFC D 0.06%
NRG C 0.06%
COLM B 0.06%
HEI A 0.05%
VOYA A 0.05%
PFG C 0.05%
AGO C 0.05%
BBY B 0.05%
WOR F 0.05%
NHC D 0.05%
LTC B 0.05%
SRCE C 0.05%
PATH D 0.05%
CRI C 0.05%
PEBO C 0.05%
ON D 0.05%
RHP D 0.04%
KSS F 0.04%
WBA F 0.04%
T A 0.04%
NHI B 0.04%
SNX D 0.04%
PINC C 0.04%
PATK A 0.04%
ANF D 0.04%
GE A 0.04%
HOLX B 0.04%
ZD D 0.04%
WTFC C 0.04%
KHC C 0.03%
GIS B 0.03%
SEIC C 0.03%
SHO D 0.03%
LHX C 0.03%
FCNCA D 0.03%
USFD A 0.02%
DLTR F 0.02%
FROG F 0.02%
VICI B 0.02%
TOWN B 0.02%
GEV B 0.01%
USB C 0.01%
BUSE C 0.01%
SIG C 0.01%
HLGE Underweight 151 Positions Relative to PKW
Symbol Grade Weight
DE B -3.81%
PYPL B -2.68%
CSX D -2.4%
ORLY B -2.36%
MPC F -2.13%
PSX F -1.98%
AZO C -1.91%
VLO F -1.61%
VRSK D -1.38%
HIG B -1.21%
DD B -1.2%
DFS C -1.19%
APP B -0.85%
BLDR C -0.73%
CFG C -0.67%
CSL C -0.67%
STLD F -0.63%
EXPD D -0.62%
THC B -0.56%
TOL B -0.51%
EQH C -0.47%
MGM D -0.4%
WMS D -0.39%
CACI B -0.38%
PAG D -0.38%
MUSA B -0.37%
ORI B -0.34%
PRI B -0.32%
DINO F -0.32%
EXP A -0.29%
CNM F -0.27%
BERY B -0.27%
WSC D -0.25%
AN D -0.24%
MTG B -0.24%
ARW C -0.24%
WH B -0.22%
BYD C -0.21%
COOP B -0.21%
CHH C -0.21%
KBH B -0.21%
R B -0.21%
BC D -0.19%
AMG C -0.19%
NXST D -0.19%
TNET D -0.18%
OLN D -0.18%
VVV D -0.18%
ABG F -0.17%
SM F -0.17%
EEFT F -0.17%
GPI B -0.17%
ASH D -0.16%
RH C -0.16%
MATX C -0.16%
SLM D -0.16%
WU F -0.15%
CNX B -0.15%
ASGN D -0.15%
ASO C -0.14%
HGV D -0.14%
DXC C -0.13%
HUN D -0.13%
DOCN B -0.12%
CVCO B -0.12%
CRC C -0.12%
NSA A -0.12%
SKYW C -0.11%
GNW B -0.11%
PK F -0.11%
HP F -0.11%
SEB C -0.11%
SLVM B -0.11%
TNL F -0.11%
GFF C -0.11%
ATKR F -0.11%
LBRT D -0.11%
SPB B -0.1%
VIRT B -0.1%
ATGE D -0.1%
BTU D -0.1%
CEIX C -0.1%
AMR F -0.1%
BHF F -0.1%
VAC F -0.09%
AZTA D -0.09%
DEI A -0.09%
CAR F -0.09%
ENVA C -0.08%
HURN C -0.07%
AMN F -0.07%
PEB D -0.06%
JBGS B -0.06%
PZZA D -0.06%
CASH B -0.06%
NAVI C -0.06%
SAH D -0.05%
DK F -0.05%
CSGS C -0.05%
XHR C -0.05%
LILAK C -0.05%
GBX C -0.05%
IART F -0.05%
ANAB C -0.04%
SBSI C -0.04%
ODP F -0.04%
ATSG D -0.04%
CGEM D -0.04%
CNNE D -0.04%
INVA B -0.04%
EIG B -0.04%
HCKT C -0.03%
STGW B -0.03%
ECVT F -0.03%
SCHL D -0.03%
DXPE C -0.03%
HTZ F -0.03%
JACK F -0.03%
FPI D -0.02%
NFBK C -0.02%
CCRN F -0.02%
OPY D -0.02%
LXU D -0.02%
HONE C -0.02%
SNCY F -0.02%
IMXI D -0.02%
RYI F -0.02%
EGBN C -0.02%
LPRO F -0.02%
LQDT B -0.02%
KELYA D -0.02%
NR D -0.02%
PRA C -0.02%
MX F -0.01%
MBI F -0.01%
CHGG F -0.01%
TASK D -0.01%
SKIN F -0.01%
ZYXI F -0.01%
ONTF D -0.01%
WSBF B -0.01%
RLGT C -0.01%
LWAY C -0.01%
DBI F -0.01%
NECB B -0.01%
SENEA B -0.01%
DENN F -0.01%
GCO F -0.01%
TBPH D -0.01%
LSEA C -0.01%
LOCO B -0.01%
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