HLGE vs. RECS ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to Columbia Research Enhanced Core ETF (RECS)

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

RECS

Columbia Research Enhanced Core ETF

RECS Description

The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Equity Index. The fund invests at least 80% of its assets in the securities of the index. The index is comprised of a subset of the companies within the Russell 1000® Index. The index was designed to reflect the performance of U.S. large- and mid-cap growth and value companies through the application of a rules-based methodology, which typically results in approximately 325-400 Index holdings, but this range can fluctuate because the index has no constraints on number of holdings.

Grade (RS Rating)

Last Trade

$35.65

Average Daily Volume

393,572

Number of Holdings ^*

361

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	RECS
30 Days	3.61%	3.51%
60 Days	3.94%	5.75%
90 Days	5.95%	7.12%
12 Months	29.57%	35.12%

115 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in RECS	Overlap
AAPL	C	0.82%	8.2%	0.82%
ABBV	D	0.33%	0.55%	0.33%
ACI	C	0.41%	0.04%	0.04%
ADBE	C	0.14%	0.52%	0.14%
AEE	A	0.06%	0.18%	0.06%
ALL	A	0.02%	0.27%	0.02%
AMG	B	0.01%	0.03%	0.01%
AMGN	D	0.3%	0.29%	0.29%
AMZN	C	1.05%	4.7%	1.05%
APP	B	0.18%	0.21%	0.18%
AXS	A	0.06%	0.04%	0.04%
BAC	A	0.38%	1.67%	0.38%
BDX	F	0.13%	0.41%	0.13%
BK	A	0.52%	0.3%	0.3%
BKNG	A	0.74%	0.6%	0.6%
BLK	C	0.18%	0.79%	0.18%
BMY	B	0.35%	0.73%	0.35%
BRBR	A	0.03%	0.05%	0.03%
C	A	0.44%	0.7%	0.44%
CAH	B	0.06%	0.19%	0.06%
CI	F	0.35%	0.57%	0.35%
CL	D	0.67%	0.37%	0.37%
CNC	D	0.2%	0.2%	0.2%
COKE	C	0.09%	0.03%	0.03%
COLM	B	0.02%	0.01%	0.01%
COR	B	0.24%	0.25%	0.24%
CRUS	D	0.57%	0.01%	0.01%
CRWD	B	0.35%	0.2%	0.2%
CW	B	0.34%	0.05%	0.05%
DDS	B	0.75%	0.0%	0.0%
DELL	C	0.94%	0.09%	0.09%
DHI	D	0.1%	0.17%	0.1%
DIS	B	0.04%	0.48%	0.04%
DOCU	A	0.07%	0.04%	0.04%
DTE	C	0.08%	0.19%	0.08%
EA	A	0.47%	0.1%	0.1%
EIX	B	0.1%	0.24%	0.1%
EQH	B	0.12%	0.08%	0.08%
ETR	B	0.28%	0.24%	0.24%
EXEL	B	0.25%	0.02%	0.02%
FCNCA	A	0.18%	0.15%	0.15%
FITB	A	0.37%	0.17%	0.17%
FOXA	B	0.14%	0.02%	0.02%
FTNT	C	0.72%	0.14%	0.14%
GEN	B	0.41%	0.04%	0.04%
GILD	C	0.54%	0.19%	0.19%
GIS	D	0.08%	0.17%	0.08%
GOOGL	C	1.03%	2.33%	1.03%
HCA	F	0.39%	0.4%	0.39%
HLT	A	0.21%	0.22%	0.21%
HOLX	D	0.11%	0.11%	0.11%
HPE	B	0.89%	0.07%	0.07%
HPQ	B	0.82%	0.09%	0.09%
HRB	D	0.2%	0.03%	0.03%
INCY	C	0.24%	0.02%	0.02%
INTU	C	0.33%	0.43%	0.33%
JEF	A	0.11%	0.07%	0.07%
JHG	A	0.24%	0.03%	0.03%
JNJ	D	0.73%	2.34%	0.73%
JPM	A	0.36%	3.69%	0.36%
KMB	D	0.3%	0.23%	0.23%
KR	B	0.54%	0.19%	0.19%
LMT	D	0.54%	0.49%	0.49%
M	D	0.53%	0.01%	0.01%
MANH	D	0.03%	0.04%	0.03%
MCK	B	0.68%	0.51%	0.51%
MDT	D	0.28%	0.68%	0.28%
MET	A	0.08%	0.25%	0.08%
META	D	1.06%	2.88%	1.06%
MMM	D	0.02%	0.3%	0.02%
MPWR	F	0.48%	0.06%	0.06%
MSFT	F	0.83%	7.47%	0.83%
MTCH	D	0.6%	0.02%	0.02%
MTD	D	0.53%	0.15%	0.15%
NOW	A	0.88%	0.5%	0.5%
NTAP	C	0.79%	0.06%	0.06%
NVDA	C	1.17%	8.6%	1.17%
NVR	D	0.3%	0.08%	0.08%
NYT	C	0.22%	0.02%	0.02%
OGN	D	0.25%	0.02%	0.02%
PANW	C	0.52%	0.28%	0.28%
PG	A	0.32%	1.98%	0.32%
PHM	D	0.23%	0.09%	0.09%
PINC	B	0.07%	0.01%	0.01%
PINS	D	0.49%	0.04%	0.04%
PRU	A	0.27%	0.24%	0.24%
PSTG	D	0.79%	0.04%	0.04%
QCOM	F	0.89%	0.42%	0.42%
QRVO	F	0.16%	0.02%	0.02%
RCL	A	0.25%	0.19%	0.19%
REGN	F	0.43%	0.15%	0.15%
RJF	A	0.13%	0.16%	0.13%
ROST	C	0.17%	0.16%	0.16%
SF	B	0.13%	0.06%	0.06%
SPG	B	0.18%	0.31%	0.18%
STT	A	0.31%	0.15%	0.15%
SWKS	F	0.36%	0.03%	0.03%
SYF	B	0.25%	0.14%	0.14%
T	A	0.5%	0.37%	0.37%
TGT	F	0.37%	0.27%	0.27%
THO	B	0.08%	0.02%	0.02%
TJX	A	0.63%	0.48%	0.48%
TMO	F	0.33%	1.23%	0.33%
TNL	A	0.02%	0.01%	0.01%
TROW	B	0.13%	0.14%	0.13%
UBER	D	0.34%	0.6%	0.34%
UNM	A	0.09%	0.07%	0.07%
UTHR	C	0.3%	0.03%	0.03%
VRSN	F	0.07%	0.04%	0.04%
VRTX	F	0.68%	0.21%	0.21%
VTRS	A	0.08%	0.1%	0.08%
WFC	A	0.39%	1.38%	0.39%
WSM	B	0.12%	0.08%	0.08%
ZBH	C	0.11%	0.14%	0.11%
ZS	C	0.05%	0.04%	0.04%

HLGE Overweight 224 Positions Relative to RECS

Symbol	Grade	Weight
CARG	C	1.18%
ORCL	B	1.03%
EBAY	D	1.01%
CARS	B	0.94%
TXN	C	0.92%
CVLT	B	0.89%
YELP	C	0.86%
NXPI	D	0.83%
WMT	A	0.82%
FICO	B	0.81%
STX	D	0.79%
JWN	C	0.76%
WDC	D	0.74%
GM	B	0.74%
LOW	D	0.73%
TMUS	B	0.7%
HD	A	0.67%
DLB	B	0.66%
PRGS	A	0.66%
MCHP	D	0.6%
ADI	D	0.6%
NFLX	A	0.6%
UNH	C	0.57%
TRIP	F	0.57%
AXNX	C	0.57%
PI	D	0.56%
CMCSA	B	0.54%
ELV	F	0.53%
OLED	D	0.53%
AVGO	D	0.53%
GS	A	0.53%
BSX	B	0.52%
LLY	F	0.52%
COST	B	0.51%
CORT	B	0.49%
MRK	F	0.46%
MS	A	0.44%
BRK.A	B	0.44%
AMED	F	0.43%
MTB	A	0.43%
SNAP	C	0.42%
KO	D	0.41%
ZTS	D	0.41%
PNC	B	0.41%
OLLI	D	0.41%
MCO	B	0.4%
SYK	C	0.4%
VRNS	D	0.39%
QLYS	C	0.38%
MU	D	0.38%
IAC	D	0.36%
CALM	A	0.36%
A	D	0.35%
ISRG	A	0.35%
GD	F	0.35%
IRM	D	0.35%
ON	D	0.34%
VZ	C	0.34%
MTSI	B	0.34%
XRX	F	0.33%
PEP	F	0.33%
ABT	B	0.33%
SO	D	0.32%
DIOD	D	0.32%
RTX	C	0.32%
DUK	C	0.31%
EDR	A	0.31%
WELL	A	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%
HBAN	A	0.28%
ADSK	A	0.28%
USB	A	0.28%
SYY	B	0.27%
AXP	A	0.27%
GDDY	A	0.27%
SMTC	B	0.26%
PTC	A	0.26%
KTB	B	0.26%
PEG	A	0.25%
HUM	C	0.25%
TENB	C	0.24%
SNPS	B	0.24%
MSGS	A	0.24%
CB	C	0.24%
COLL	F	0.24%
WMK	C	0.23%
ZUO	B	0.23%
INTC	D	0.23%
HON	B	0.23%
RMD	C	0.22%
POWI	D	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%
TYL	B	0.21%
EHC	B	0.21%
BJ	A	0.2%
SMCI	F	0.2%
LAMR	D	0.2%
PGR	A	0.2%
WAT	B	0.2%
ACIW	B	0.2%
TSCO	D	0.19%
COF	B	0.19%
CRDO	B	0.19%
BOX	B	0.18%
ZETA	D	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%
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%
CHE	D	0.16%
IMKTA	C	0.16%
VICI	C	0.15%
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%
ORI	A	0.14%
NHI	D	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%
SHOO	D	0.13%
AGYS	A	0.13%
CHD	B	0.13%
AEP	D	0.13%
TFC	A	0.13%
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%
ED	D	0.1%
VEEV	C	0.1%
PJT	A	0.1%
HIMS	B	0.1%
BBY	D	0.1%
KLG	C	0.09%
ETSY	D	0.09%
O	D	0.08%
CHTR	C	0.08%
SRE	A	0.08%
F	C	0.08%
DFIN	D	0.08%
GOLF	B	0.08%
VTR	C	0.08%
ROP	B	0.08%
IDXX	F	0.08%
FTDR	A	0.07%
BPOP	B	0.07%
DOCS	C	0.07%
ACGL	D	0.06%
PRDO	B	0.06%
CPRX	C	0.06%
AIG	B	0.06%
NWL	B	0.06%
VSTO	A	0.06%
ABNB	C	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%
NRG	B	0.04%
WEC	A	0.04%
MDLZ	F	0.04%
VCTR	B	0.04%
CBRE	B	0.04%
PBH	A	0.04%
MRVL	B	0.04%
APO	B	0.04%
MKL	A	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%
MORN	B	0.03%
LYV	A	0.03%
MCD	D	0.03%
CFG	B	0.03%
BCO	D	0.03%
CASH	A	0.02%
WHR	B	0.02%
ANIP	F	0.01%
UE	C	0.01%
CVS	D	0.01%
PIPR	B	0.01%

HLGE Underweight 246 Positions Relative to RECS

Symbol	Grade	Weight
GOOG	C	-1.97%
XOM	B	-1.56%
PM	B	-1.01%
CAT	B	-0.81%
CVX	A	-0.8%
CRM	B	-0.74%
FI	A	-0.66%
UNP	C	-0.61%
MMC	B	-0.58%
CSCO	B	-0.56%
ADP	B	-0.52%
AMT	D	-0.48%
MO	A	-0.47%
EQIX	A	-0.45%
PYPL	B	-0.45%
CME	A	-0.44%
TT	A	-0.41%
UPS	C	-0.41%
VST	B	-0.4%
PH	A	-0.38%
WM	A	-0.37%
PCG	A	-0.34%
PLTR	B	-0.33%
CTAS	B	-0.32%
XEL	A	-0.29%
EXC	C	-0.29%
CSX	B	-0.29%
FDX	B	-0.28%
NUE	C	-0.27%
PCAR	B	-0.25%
ANET	C	-0.25%
LRCX	F	-0.23%
EOG	A	-0.23%
PPG	F	-0.22%
CMI	A	-0.21%
VRT	B	-0.21%
MSI	B	-0.2%
PAYX	C	-0.19%
DAL	C	-0.18%
PKG	A	-0.17%
WTW	B	-0.17%
OTIS	C	-0.17%
SPOT	B	-0.16%
CSGP	D	-0.16%
PSX	C	-0.16%
STLD	B	-0.16%
MPC	D	-0.16%
LYB	F	-0.16%
WAB	B	-0.15%
GPN	B	-0.15%
UAL	A	-0.14%
RS	B	-0.14%
LEN	D	-0.14%
TTD	B	-0.13%
CF	B	-0.13%
ADM	D	-0.13%
VLO	C	-0.13%
RPM	A	-0.13%
LULU	C	-0.13%
KHC	F	-0.13%
SBAC	D	-0.12%
NI	A	-0.12%
EVRG	A	-0.11%
EME	C	-0.11%
INVH	D	-0.11%
BR	A	-0.11%
FTV	C	-0.11%
WY	D	-0.11%
CBOE	B	-0.11%
DDOG	A	-0.1%
DECK	A	-0.1%
OXY	D	-0.1%
FANG	D	-0.1%
K	A	-0.1%
BAX	D	-0.1%
EG	C	-0.09%
CCL	B	-0.09%
CSL	C	-0.09%
CVNA	B	-0.09%
TEAM	A	-0.09%
THC	D	-0.09%
LDOS	C	-0.09%
BLDR	D	-0.09%
ARE	D	-0.09%
EWBC	A	-0.08%
RGA	A	-0.08%
L	A	-0.08%
EXPE	B	-0.08%
SNA	A	-0.08%
AVTR	F	-0.08%
SSNC	B	-0.07%
FIX	A	-0.07%
GLPI	C	-0.07%
OC	A	-0.07%
EXPD	D	-0.07%
AES	F	-0.07%
MAS	D	-0.07%
EXP	A	-0.07%
SWK	D	-0.06%
FHN	A	-0.06%
CTRA	B	-0.06%
AIZ	A	-0.06%
BG	F	-0.06%
BURL	A	-0.06%
CE	F	-0.06%
QGEN	D	-0.06%
LVS	C	-0.06%
MOS	F	-0.06%
JLL	D	-0.06%
SOLV	C	-0.06%
HST	C	-0.06%
CAG	D	-0.06%
ACM	A	-0.06%
WPC	D	-0.06%
RPRX	D	-0.06%
AMH	D	-0.06%
ZION	B	-0.05%
MRO	B	-0.05%
INGR	B	-0.05%
BRX	A	-0.05%
LECO	B	-0.05%
MEDP	D	-0.05%
GL	B	-0.05%
ZM	B	-0.05%
TAP	C	-0.05%
ITT	A	-0.05%
TOL	B	-0.05%
LPX	B	-0.05%
ALNY	D	-0.05%
FTI	A	-0.04%
APG	B	-0.04%
NTRA	B	-0.04%
ARMK	B	-0.04%
CNM	D	-0.04%
OLN	D	-0.04%
AOS	F	-0.04%
UGI	A	-0.04%
SON	D	-0.04%
BLD	D	-0.04%
DCI	B	-0.04%
WCC	B	-0.04%
DKS	C	-0.04%
BIIB	F	-0.04%
NTNX	A	-0.04%
CLF	F	-0.04%
NNN	D	-0.04%
AYI	B	-0.04%
CRBG	B	-0.04%
ALSN	B	-0.04%
ELAN	D	-0.04%
SEIC	B	-0.04%
TPR	B	-0.04%
GNRC	B	-0.04%
WTFC	A	-0.04%
TXRH	C	-0.04%
JAZZ	B	-0.04%
CACI	D	-0.04%
NWSA	B	-0.03%
MHK	D	-0.03%
SAIC	F	-0.03%
OZK	B	-0.03%
SLM	A	-0.03%
DTM	B	-0.03%
RL	B	-0.03%
SKX	D	-0.03%
ASH	D	-0.03%
JNPR	F	-0.03%
ESAB	B	-0.03%
LNW	D	-0.03%
MGM	D	-0.03%
LNC	B	-0.03%
MIDD	C	-0.03%
R	B	-0.03%
RHI	B	-0.03%
KEX	C	-0.03%
WLK	D	-0.03%
BEN	C	-0.03%
WYNN	D	-0.03%
FFIV	B	-0.03%
COLB	A	-0.03%
STAG	F	-0.03%
MTG	C	-0.03%
G	B	-0.03%
FLS	B	-0.03%
XP	F	-0.03%
DBX	B	-0.02%
AZTA	D	-0.02%
PK	B	-0.02%
CIVI	D	-0.02%
VIRT	B	-0.02%
MSM	C	-0.02%
GTLB	B	-0.02%
CWEN	C	-0.02%
EPR	D	-0.02%
LSCC	D	-0.02%
HIW	D	-0.02%
EXAS	D	-0.02%
WFRD	D	-0.02%
SMAR	A	-0.02%
GTES	A	-0.02%
WU	D	-0.02%
DINO	D	-0.02%
LEA	D	-0.02%
PVH	C	-0.02%
ROKU	D	-0.02%
BILL	A	-0.02%
CROX	D	-0.02%
BMRN	D	-0.02%
MRNA	F	-0.02%
H	B	-0.02%
CIEN	B	-0.02%
SNX	C	-0.02%
KRC	C	-0.02%
EEFT	B	-0.02%
RYN	D	-0.02%
PRGO	B	-0.02%
XRAY	F	-0.02%
NBIX	C	-0.02%
SMG	D	-0.02%
WH	B	-0.02%
NEU	C	-0.02%
MSA	D	-0.02%
CNA	B	-0.01%
APLS	D	-0.01%
CRI	D	-0.01%
ALGM	D	-0.01%
CWEN	C	-0.01%
RARE	D	-0.01%
AMKR	D	-0.01%
REYN	D	-0.01%
ADTN	A	-0.01%
NWS	B	-0.01%
ROIV	C	-0.01%
IONS	F	-0.01%
PEGA	A	-0.01%
SAM	C	-0.01%
VKTX	F	-0.01%
PPC	C	-0.01%
MAN	D	-0.01%
PATH	C	-0.01%
FOX	A	-0.01%
SRPT	D	-0.01%
GAP	C	-0.01%
PLTK	B	-0.0%
SEB	F	-0.0%
LEN	D	-0.0%