HLGE vs. RAFE ETF Comparison
Comparison of Hartford Longevity Economy ETF (HLGE) to PIMCO RAFI ESG U.S. ETF (RAFE)
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
$33.10
Average Daily Volume
580
Number of Holdings
*
339
* may have additional holdings in another (foreign) market
RAFE
PIMCO RAFI ESG U.S. ETF
RAFE Description
The investment seeks to provide total return that closely corresponds, before fees and expenses, to the total return of the RAFI ESG US Index. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its total assets in the component securities of the RAFI ESG US Index. The underlying index is constructed by RAFI Indices, LLC using a rules-based approach within publicly traded U.S. equities to create an integrated ESG strategy which overweights companies that rate well across various ESG themes and excludes companies with a major involvement in industries such as tobacco, gaming, weapons and fossil fuels.Grade (RS Rating)
Last Trade
$38.12
Average Daily Volume
12,403
Number of Holdings
*
238
* may have additional holdings in another (foreign) market
Performance
| Period | HLGE | RAFE |
|---|---|---|
| 30 Days | 4.94% | 3.68% |
| 60 Days | 4.64% | 3.02% |
| 90 Days | 6.61% | 6.15% |
| 12 Months | 31.24% | 25.31% |
118 Overlapping Holdings
| Symbol | Grade | Weight in HLGE | Weight in RAFE | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.35% | 0.15% | 0.15% | |
| AAPL | A | 0.82% | 6.52% | 0.82% | |
| ABBV | D | 0.33% | 1.53% | 0.33% | |
| ABT | B | 0.33% | 1.18% | 0.33% | |
| ADBE | C | 0.14% | 0.63% | 0.14% | |
| ADI | D | 0.6% | 0.37% | 0.37% | |
| ALL | A | 0.02% | 0.58% | 0.02% | |
| AMD | F | 0.16% | 0.06% | 0.06% | |
| AMGN | F | 0.3% | 1.08% | 0.3% | |
| AMP | A | 0.15% | 0.25% | 0.15% | |
| AVB | A | 0.18% | 0.16% | 0.16% | |
| AVGO | D | 0.53% | 1.26% | 0.53% | |
| AVT | C | 0.11% | 0.09% | 0.09% | |
| AXP | A | 0.27% | 0.63% | 0.27% | |
| BAC | A | 0.38% | 0.86% | 0.38% | |
| BBY | D | 0.1% | 0.5% | 0.1% | |
| BDX | F | 0.13% | 0.32% | 0.13% | |
| BK | A | 0.52% | 0.19% | 0.19% | |
| BLK | C | 0.18% | 0.71% | 0.18% | |
| BMY | B | 0.35% | 1.97% | 0.35% | |
| BSX | B | 0.52% | 0.11% | 0.11% | |
| C | B | 0.44% | 3.25% | 0.44% | |
| CAH | B | 0.06% | 0.29% | 0.06% | |
| CBRE | A | 0.04% | 0.37% | 0.04% | |
| CDNS | B | 0.28% | 0.13% | 0.13% | |
| CHD | B | 0.13% | 0.07% | 0.07% | |
| CI | D | 0.35% | 1.3% | 0.35% | |
| CL | D | 0.67% | 0.37% | 0.37% | |
| CMCSA | C | 0.54% | 1.55% | 0.54% | |
| CNC | F | 0.2% | 0.13% | 0.13% | |
| COR | A | 0.24% | 0.13% | 0.13% | |
| CVS | D | 0.01% | 0.4% | 0.01% | |
| DELL | C | 0.94% | 0.13% | 0.13% | |
| DGX | B | 0.16% | 0.07% | 0.07% | |
| DHR | D | 0.15% | 0.46% | 0.15% | |
| DIS | B | 0.04% | 1.2% | 0.04% | |
| EA | B | 0.47% | 0.31% | 0.31% | |
| EBAY | C | 1.01% | 0.41% | 0.41% | |
| EIX | A | 0.1% | 0.25% | 0.1% | |
| ELV | F | 0.53% | 0.89% | 0.53% | |
| EQH | B | 0.12% | 0.06% | 0.06% | |
| EQR | A | 0.13% | 0.16% | 0.13% | |
| F | C | 0.08% | 1.14% | 0.08% | |
| FITB | B | 0.37% | 0.13% | 0.13% | |
| FOXA | C | 0.14% | 0.19% | 0.14% | |
| GEN | A | 0.41% | 0.04% | 0.04% | |
| GILD | B | 0.54% | 0.99% | 0.54% | |
| GIS | D | 0.08% | 0.32% | 0.08% | |
| GM | C | 0.74% | 2.16% | 0.74% | |
| GS | A | 0.53% | 0.98% | 0.53% | |
| HCA | F | 0.39% | 0.09% | 0.09% | |
| HD | B | 0.67% | 1.77% | 0.67% | |
| HLT | A | 0.21% | 0.15% | 0.15% | |
| HOLX | D | 0.11% | 0.11% | 0.11% | |
| HPE | B | 0.89% | 0.7% | 0.7% | |
| HPQ | B | 0.82% | 0.72% | 0.72% | |
| HSY | F | 0.17% | 0.06% | 0.06% | |
| HUM | C | 0.25% | 0.41% | 0.25% | |
| INTC | D | 0.23% | 2.85% | 0.23% | |
| IRM | C | 0.35% | 0.19% | 0.19% | |
| ISRG | B | 0.35% | 0.14% | 0.14% | |
| JNJ | D | 0.73% | 3.18% | 0.73% | |
| JPM | B | 0.36% | 4.09% | 0.36% | |
| KMB | C | 0.3% | 0.3% | 0.3% | |
| KO | D | 0.41% | 0.98% | 0.41% | |
| KSS | F | 0.15% | 0.14% | 0.14% | |
| LLY | D | 0.52% | 0.67% | 0.52% | |
| LOW | C | 0.73% | 1.14% | 0.73% | |
| M | D | 0.53% | 0.03% | 0.03% | |
| MCHP | D | 0.6% | 0.06% | 0.06% | |
| MCK | B | 0.68% | 0.43% | 0.43% | |
| MCO | A | 0.4% | 0.16% | 0.16% | |
| MDLZ | F | 0.04% | 0.29% | 0.04% | |
| MET | A | 0.08% | 0.7% | 0.08% | |
| META | D | 1.06% | 1.2% | 1.06% | |
| MMM | C | 0.02% | 1.07% | 0.02% | |
| MRK | D | 0.46% | 1.69% | 0.46% | |
| MRVL | B | 0.04% | 0.13% | 0.04% | |
| MSFT | C | 0.83% | 5.72% | 0.83% | |
| MU | D | 0.38% | 0.95% | 0.38% | |
| NFLX | B | 0.6% | 0.09% | 0.09% | |
| NTAP | B | 0.79% | 0.29% | 0.29% | |
| NVDA | C | 1.17% | 1.12% | 1.12% | |
| NWL | B | 0.06% | 0.04% | 0.04% | |
| O | D | 0.08% | 0.02% | 0.02% | |
| OGN | D | 0.25% | 0.04% | 0.04% | |
| ON | D | 0.34% | 0.1% | 0.1% | |
| ORCL | B | 1.03% | 1.68% | 1.03% | |
| PEP | F | 0.33% | 0.28% | 0.28% | |
| PFE | D | 0.21% | 2.32% | 0.21% | |
| PG | A | 0.32% | 2.84% | 0.32% | |
| PGR | A | 0.2% | 0.25% | 0.2% | |
| PRU | A | 0.27% | 0.51% | 0.27% | |
| QCOM | F | 0.89% | 1.6% | 0.89% | |
| SNPS | B | 0.24% | 0.08% | 0.08% | |
| SPGI | B | 0.14% | 0.1% | 0.1% | |
| STT | A | 0.31% | 0.26% | 0.26% | |
| SYK | B | 0.4% | 0.12% | 0.12% | |
| SYY | C | 0.27% | 0.24% | 0.24% | |
| T | A | 0.5% | 2.41% | 0.5% | |
| TGT | F | 0.37% | 1.18% | 0.37% | |
| TJX | A | 0.63% | 0.49% | 0.49% | |
| TMUS | A | 0.7% | 0.46% | 0.46% | |
| TROW | A | 0.13% | 0.12% | 0.12% | |
| TSCO | D | 0.19% | 0.11% | 0.11% | |
| TXN | D | 0.92% | 0.83% | 0.83% | |
| UNH | B | 0.57% | 0.58% | 0.57% | |
| VTR | C | 0.08% | 0.23% | 0.08% | |
| VTRS | B | 0.08% | 0.09% | 0.08% | |
| VZ | B | 0.34% | 1.69% | 0.34% | |
| WAT | A | 0.2% | 0.11% | 0.11% | |
| WBA | F | 0.05% | 0.09% | 0.05% | |
| WDC | C | 0.74% | 0.37% | 0.37% | |
| WELL | A | 0.3% | 0.33% | 0.3% | |
| WFC | A | 0.39% | 2.82% | 0.39% | |
| WHR | B | 0.02% | 0.21% | 0.02% | |
| XRX | F | 0.33% | 0.05% | 0.05% | |
| ZTS | F | 0.41% | 0.14% | 0.14% |
HLGE Overweight 221 Positions Relative to RAFE
| Symbol | Grade | Weight | |
|---|---|---|---|
| CARG | B | 1.18% | |
| AMZN | B | 1.05% | |
| GOOGL | C | 1.03% | |
| CARS | B | 0.94% | |
| CVLT | A | 0.89% | |
| NOW | A | 0.88% | |
| YELP | C | 0.86% | |
| NXPI | D | 0.83% | |
| WMT | A | 0.82% | |
| FICO | A | 0.81% | |
| PSTG | D | 0.79% | |
| STX | D | 0.79% | |
| JWN | A | 0.76% | |
| DDS | B | 0.75% | |
| BKNG | A | 0.74% | |
| FTNT | B | 0.72% | |
| VRTX | D | 0.68% | |
| DLB | B | 0.66% | |
| PRGS | A | 0.66% | |
| MTCH | D | 0.6% | |
| CRUS | D | 0.57% | |
| TRIP | F | 0.57% | |
| AXNX | C | 0.57% | |
| PI | D | 0.56% | |
| LMT | D | 0.54% | |
| KR | A | 0.54% | |
| OLED | F | 0.53% | |
| MTD | D | 0.53% | |
| PANW | B | 0.52% | |
| COST | A | 0.51% | |
| CORT | B | 0.49% | |
| PINS | D | 0.49% | |
| MPWR | F | 0.48% | |
| MS | C | 0.44% | |
| BRK.A | B | 0.44% | |
| REGN | F | 0.43% | |
| AMED | F | 0.43% | |
| MTB | B | 0.43% | |
| SNAP | C | 0.42% | |
| ACI | C | 0.41% | |
| PNC | A | 0.41% | |
| OLLI | C | 0.41% | |
| VRNS | D | 0.39% | |
| QLYS | C | 0.38% | |
| IAC | D | 0.36% | |
| CALM | B | 0.36% | |
| SWKS | D | 0.36% | |
| CRWD | B | 0.35% | |
| GD | F | 0.35% | |
| CW | B | 0.34% | |
| UBER | D | 0.34% | |
| MTSI | B | 0.34% | |
| INTU | C | 0.33% | |
| TMO | F | 0.33% | |
| SO | C | 0.32% | |
| DIOD | D | 0.32% | |
| RTX | D | 0.32% | |
| DUK | C | 0.31% | |
| EDR | A | 0.31% | |
| UTHR | B | 0.3% | |
| NVR | D | 0.3% | |
| RF | B | 0.29% | |
| HEI | B | 0.28% | |
| GRMN | B | 0.28% | |
| MCRI | A | 0.28% | |
| YUM | B | 0.28% | |
| ETR | A | 0.28% | |
| MDT | D | 0.28% | |
| HBAN | B | 0.28% | |
| ADSK | B | 0.28% | |
| USB | A | 0.28% | |
| GDDY | A | 0.27% | |
| SMTC | B | 0.26% | |
| PTC | A | 0.26% | |
| KTB | B | 0.26% | |
| RCL | A | 0.25% | |
| EXEL | A | 0.25% | |
| PEG | A | 0.25% | |
| SYF | A | 0.25% | |
| TENB | C | 0.24% | |
| INCY | B | 0.24% | |
| JHG | A | 0.24% | |
| MSGS | A | 0.24% | |
| CB | C | 0.24% | |
| COLL | D | 0.24% | |
| WMK | B | 0.23% | |
| ZUO | B | 0.23% | |
| HON | B | 0.23% | |
| PHM | D | 0.23% | |
| RMD | C | 0.22% | |
| POWI | D | 0.22% | |
| NYT | D | 0.22% | |
| PPL | A | 0.21% | |
| ITCI | B | 0.21% | |
| CINF | A | 0.21% | |
| TDG | D | 0.21% | |
| LRN | A | 0.21% | |
| PRG | B | 0.21% | |
| TYL | A | 0.21% | |
| EHC | A | 0.21% | |
| BJ | B | 0.2% | |
| SMCI | F | 0.2% | |
| LAMR | C | 0.2% | |
| HRB | D | 0.2% | |
| ACIW | B | 0.2% | |
| COF | B | 0.19% | |
| CRDO | B | 0.19% | |
| BOX | A | 0.18% | |
| SPG | A | 0.18% | |
| ZETA | D | 0.18% | |
| FCNCA | B | 0.18% | |
| KVUE | A | 0.18% | |
| APP | B | 0.18% | |
| ROST | C | 0.17% | |
| NOC | D | 0.17% | |
| PSMT | C | 0.17% | |
| ANSS | B | 0.16% | |
| FSLR | F | 0.16% | |
| LOPE | B | 0.16% | |
| ADUS | D | 0.16% | |
| APPN | C | 0.16% | |
| CRVL | B | 0.16% | |
| UPBD | B | 0.16% | |
| QRVO | F | 0.16% | |
| CHE | D | 0.16% | |
| IMKTA | C | 0.16% | |
| VICI | C | 0.15% | |
| SFM | A | 0.15% | |
| AFL | A | 0.15% | |
| MMSI | B | 0.15% | |
| TDC | D | 0.15% | |
| ORI | A | 0.14% | |
| NHI | D | 0.14% | |
| PDCO | D | 0.14% | |
| FLO | C | 0.14% | |
| WGO | C | 0.14% | |
| ALKT | B | 0.14% | |
| FE | D | 0.14% | |
| SF | B | 0.13% | |
| SHOO | D | 0.13% | |
| AGYS | B | 0.13% | |
| RJF | A | 0.13% | |
| AEP | C | 0.13% | |
| TFC | B | 0.13% | |
| WSM | B | 0.12% | |
| BKE | A | 0.12% | |
| SHO | C | 0.12% | |
| JXN | B | 0.12% | |
| ICE | D | 0.11% | |
| LZB | B | 0.11% | |
| MOG.A | B | 0.11% | |
| JEF | A | 0.11% | |
| LHX | C | 0.11% | |
| ZBH | C | 0.11% | |
| ED | C | 0.1% | |
| VEEV | B | 0.1% | |
| PJT | B | 0.1% | |
| HIMS | B | 0.1% | |
| DHI | D | 0.1% | |
| KLG | C | 0.09% | |
| ETSY | C | 0.09% | |
| COKE | C | 0.09% | |
| UNM | A | 0.09% | |
| CHTR | B | 0.08% | |
| SRE | B | 0.08% | |
| THO | B | 0.08% | |
| DTE | C | 0.08% | |
| DFIN | F | 0.08% | |
| GOLF | B | 0.08% | |
| ROP | B | 0.08% | |
| IDXX | F | 0.08% | |
| PINC | B | 0.07% | |
| VRSN | C | 0.07% | |
| FTDR | B | 0.07% | |
| DOCU | B | 0.07% | |
| BPOP | B | 0.07% | |
| DOCS | C | 0.07% | |
| ACGL | D | 0.06% | |
| AXS | A | 0.06% | |
| PRDO | B | 0.06% | |
| CPRX | B | 0.06% | |
| AIG | B | 0.06% | |
| VSTO | A | 0.06% | |
| AEE | A | 0.06% | |
| ABNB | C | 0.06% | |
| EVR | B | 0.06% | |
| OFG | B | 0.06% | |
| ZS | C | 0.05% | |
| FHI | A | 0.05% | |
| LMAT | B | 0.05% | |
| LNTH | D | 0.05% | |
| EPC | D | 0.05% | |
| NRG | B | 0.04% | |
| WEC | A | 0.04% | |
| VCTR | A | 0.04% | |
| PBH | B | 0.04% | |
| APO | A | 0.04% | |
| MKL | A | 0.04% | |
| WOR | F | 0.04% | |
| CASY | B | 0.04% | |
| STE | F | 0.04% | |
| HLI | A | 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 | A | 0.03% | |
| LYV | B | 0.03% | |
| MCD | D | 0.03% | |
| MANH | C | 0.03% | |
| CFG | B | 0.03% | |
| BCO | D | 0.03% | |
| COLM | B | 0.02% | |
| TNL | B | 0.02% | |
| CASH | B | 0.02% | |
| ANIP | D | 0.01% | |
| UE | B | 0.01% | |
| AMG | B | 0.01% | |
| PIPR | B | 0.01% |
HLGE Underweight 120 Positions Relative to RAFE
| Symbol | Grade | Weight | |
|---|---|---|---|
| CSCO | A | -2.94% | |
| IBM | C | -1.81% | |
| LIN | D | -1.12% | |
| V | A | -1.09% | |
| ACN | B | -0.97% | |
| AMAT | F | -0.81% | |
| MA | A | -0.79% | |
| PYPL | B | -0.62% | |
| DD | D | -0.59% | |
| CRM | B | -0.58% | |
| JCI | C | -0.55% | |
| UPS | C | -0.54% | |
| DE | B | -0.54% | |
| LRCX | D | -0.5% | |
| DOW | F | -0.5% | |
| TSLA | B | -0.49% | |
| NKE | F | -0.48% | |
| NEM | F | -0.46% | |
| ADP | A | -0.45% | |
| FDX | B | -0.45% | |
| WM | A | -0.44% | |
| IP | B | -0.43% | |
| APD | A | -0.42% | |
| CARR | D | -0.37% | |
| FIS | D | -0.36% | |
| ADM | D | -0.33% | |
| ITW | A | -0.31% | |
| MAR | A | -0.28% | |
| FI | A | -0.28% | |
| HIG | A | -0.27% | |
| BIIB | F | -0.27% | |
| GEHC | F | -0.27% | |
| CCI | D | -0.27% | |
| WY | D | -0.26% | |
| ECL | D | -0.26% | |
| EQIX | A | -0.24% | |
| OC | B | -0.22% | |
| MSI | B | -0.21% | |
| KLAC | D | -0.21% | |
| LUMN | C | -0.21% | |
| CMI | A | -0.21% | |
| JLL | B | -0.21% | |
| PFG | C | -0.2% | |
| PARA | D | -0.2% | |
| KHC | D | -0.2% | |
| PPG | D | -0.2% | |
| LH | B | -0.19% | |
| JNPR | F | -0.19% | |
| MOS | F | -0.19% | |
| AMT | D | -0.19% | |
| K | A | -0.18% | |
| BAX | F | -0.18% | |
| CTSH | A | -0.18% | |
| VFC | B | -0.18% | |
| DVA | A | -0.17% | |
| GWW | A | -0.17% | |
| TPR | A | -0.16% | |
| CF | B | -0.16% | |
| BALL | D | -0.16% | |
| EW | C | -0.16% | |
| PKG | A | -0.15% | |
| ARW | D | -0.15% | |
| DG | F | -0.15% | |
| SHW | A | -0.15% | |
| KDP | D | -0.14% | |
| AWK | D | -0.14% | |
| OMC | C | -0.14% | |
| FAST | A | -0.13% | |
| OTIS | C | -0.12% | |
| EL | F | -0.12% | |
| IFF | D | -0.12% | |
| PAYX | B | -0.11% | |
| HST | C | -0.11% | |
| SWK | D | -0.11% | |
| GAP | C | -0.11% | |
| PVH | C | -0.11% | |
| KEYS | B | -0.1% | |
| LKQ | D | -0.09% | |
| WAB | A | -0.09% | |
| SOLV | C | -0.09% | |
| SJM | C | -0.09% | |
| USFD | A | -0.09% | |
| TER | D | -0.09% | |
| CDW | F | -0.09% | |
| ILMN | C | -0.08% | |
| GPC | D | -0.08% | |
| PLD | D | -0.08% | |
| LNC | B | -0.08% | |
| DOX | D | -0.08% | |
| LEA | D | -0.08% | |
| DXC | B | -0.07% | |
| KIM | A | -0.07% | |
| NDAQ | A | -0.07% | |
| HUN | F | -0.07% | |
| CAG | D | -0.07% | |
| AKAM | D | -0.07% | |
| TSN | B | -0.07% | |
| MAA | B | -0.07% | |
| NTRS | A | -0.07% | |
| NWSA | B | -0.07% | |
| DOV | A | -0.06% | |
| KD | A | -0.06% | |
| HSIC | B | -0.06% | |
| GT | C | -0.06% | |
| ESS | B | -0.05% | |
| MHK | D | -0.05% | |
| HAS | D | -0.05% | |
| CTVA | A | -0.05% | |
| FL | D | -0.05% | |
| CPB | D | -0.05% | |
| ORLY | A | -0.05% | |
| ROK | B | -0.05% | |
| AAP | C | -0.04% | |
| WU | D | -0.04% | |
| AGCO | D | -0.04% | |
| FLEX | B | -0.04% | |
| RSG | A | -0.04% | |
| MAN | D | -0.03% | |
| ANET | C | -0.02% | |
| HRL | D | -0.01% |
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
RAFE: Top Represented Industries & Keywords
Industries:
Semiconductors
Drug Manufacturers - Major
Information Technology Services
Packaged Foods
Asset Management
Diagnostics & Research
Health Care Plans
Household & Personal Products
Software - Application
Specialty Retail
Business Services
Credit Services
Diversified Industrials
Specialty Chemicals
Telecom Services
Banks - Global
Chemicals
Communication Equipment
Insurance - Life
Medical Devices
Keywords:
S&P 500
Nasdaq 100
Dow Jones Component
Computing
Insurance
Semiconductor
Medicine
Telecommunications
Integrated Circuits
Mobile Devices
Real Estate Investment Trust
Cloud Computing
Department Store
Information And Communications Technology
Bank
Disease
Electronics
Pharmaceutical Products
Aerospace
Banking
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