HLGE vs. SCHG ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to Schwab U.S. Large-Cap Growth ETF (SCHG)

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

SCHG

Schwab U.S. Large-Cap Growth ETF

SCHG Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "growth" based on a number of factors. The index is a float-adjusted market capitalization weighted index.

Grade (RS Rating)

Last Trade

$104.07

Average Daily Volume

1,302,840

Number of Holdings ^*

223

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	SCHG
30 Days	-0.72%	5.96%
60 Days	5.16%	12.47%
90 Days	2.10%	-0.19%
12 Months	31.02%	43.09%

74 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in SCHG	Overlap
AAPL	C	0.83%	12.44%	0.83%
ABNB	D	0.06%	0.2%	0.06%
ADBE	F	0.13%	0.82%	0.13%
ADSK	B	0.25%	0.21%	0.21%
AMD	C	0.19%	0.96%	0.19%
AMZN	C	0.95%	6.3%	0.95%
ANSS	D	0.15%	0.1%	0.1%
APO	A	0.03%	0.2%	0.03%
APP	A	0.09%	0.1%	0.09%
AVGO	B	0.53%	2.89%	0.53%
BKNG	B	0.63%	0.51%	0.51%
BLK	A	0.17%	0.47%	0.17%
CASY	D	0.04%	0.05%	0.04%
CDNS	D	0.25%	0.27%	0.25%
CHE	D	0.18%	0.03%	0.03%
CHTR	D	0.07%	0.11%	0.07%
COKE	C	0.1%	0.03%	0.03%
COST	C	0.5%	1.41%	0.5%
CRWD	D	0.28%	0.24%	0.24%
DELL	C	0.81%	0.12%	0.12%
DHR	D	0.18%	0.64%	0.18%
DOCU	A	0.06%	0.05%	0.05%
ELV	F	0.68%	0.44%	0.44%
ETSY	F	0.09%	0.02%	0.02%
FCNCA	D	0.15%	0.08%	0.08%
FICO	C	0.68%	0.17%	0.17%
FSLR	C	0.2%	0.1%	0.1%
FTNT	A	0.59%	0.18%	0.18%
GDDY	B	0.23%	0.08%	0.08%
GOOGL	B	1.0%	3.45%	1.0%
HEI	C	0.27%	0.09%	0.09%
HLT	A	0.2%	0.21%	0.2%
HUM	F	0.26%	0.14%	0.14%
IDXX	D	0.1%	0.15%	0.1%
INTU	F	0.29%	0.62%	0.29%
ISRG	C	0.32%	0.61%	0.32%
LLY	D	0.6%	2.49%	0.6%
LYV	A	0.03%	0.06%	0.03%
MCK	F	0.57%	0.23%	0.23%
MCO	D	0.4%	0.27%	0.27%
META	A	1.08%	4.45%	1.08%
MKL	B	0.04%	0.07%	0.04%
MPWR	B	0.77%	0.16%	0.16%
MRVL	C	0.03%	0.22%	0.03%
MSFT	D	0.83%	11.43%	0.83%
MTD	C	0.65%	0.11%	0.11%
NFLX	A	0.52%	1.09%	0.52%
NOW	B	0.75%	0.65%	0.65%
NVDA	B	0.96%	10.72%	0.96%
NVR	C	0.34%	0.11%	0.11%
OLED	B	0.66%	0.03%	0.03%
PANW	B	0.45%	0.39%	0.39%
PGR	B	0.2%	0.53%	0.2%
PINS	D	0.56%	0.07%	0.07%
PSTG	F	0.79%	0.06%	0.06%
PTC	B	0.24%	0.08%	0.08%
QRVO	F	0.25%	0.04%	0.04%
REGN	D	0.59%	0.4%	0.4%
RMD	C	0.22%	0.13%	0.13%
ROP	D	0.08%	0.21%	0.08%
SFM	A	0.12%	0.04%	0.04%
SNPS	F	0.21%	0.28%	0.21%
SPGI	C	0.15%	0.59%	0.15%
TDG	A	0.24%	0.28%	0.24%
TMO	D	0.39%	0.84%	0.39%
TMUS	A	0.62%	0.36%	0.36%
TYL	D	0.21%	0.09%	0.09%
UBER	C	0.36%	0.57%	0.36%
UNH	B	0.58%	1.93%	0.58%
VEEV	C	0.09%	0.11%	0.09%
VRTX	D	0.68%	0.43%	0.43%
WAT	B	0.2%	0.08%	0.08%
ZS	F	0.04%	0.06%	0.04%
ZTS	C	0.46%	0.32%	0.32%

HLGE Overweight 266 Positions Relative to SCHG

Symbol	Grade	Weight
EBAY	A	1.08%
CARG	C	1.0%
ORCL	A	0.94%
QCOM	D	0.92%
TXN	C	0.92%
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%
WDC	C	0.8%
HPQ	B	0.8%
CVLT	B	0.8%
JNJ	D	0.78%
CL	D	0.77%
LOW	C	0.75%
MTCH	B	0.74%
JWN	D	0.73%
MCHP	F	0.72%
DLB	D	0.7%
CRUS	D	0.69%
HD	A	0.69%
PRGS	A	0.67%
DDS	D	0.67%
PI	A	0.66%
ADI	B	0.65%
TJX	D	0.63%
LMT	A	0.62%
GM	D	0.59%
TRIP	D	0.57%
AXNX	A	0.57%
M	D	0.54%
MRK	F	0.54%
KR	C	0.53%
BSX	A	0.51%
CMCSA	B	0.51%
T	B	0.51%
GILD	A	0.5%
BK	A	0.49%
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%
SNAP	D	0.42%
VRNS	B	0.42%
ACI	F	0.41%
SWKS	F	0.41%
C	B	0.4%
A	B	0.4%
ABBV	C	0.4%
XRX	D	0.4%
IAC	C	0.4%
CI	D	0.39%
VZ	C	0.39%
SYK	C	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%
MTB	A	0.36%
PNC	C	0.36%
RTX	A	0.35%
PEP	F	0.35%
MS	A	0.35%
FITB	C	0.34%
AMGN	D	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%
BAC	B	0.33%
OGN	F	0.32%
EDR	A	0.32%
BMY	A	0.32%
CW	A	0.32%
WFC	B	0.31%
CALM	A	0.31%
ZETA	B	0.31%
JPM	C	0.31%
STT	A	0.3%
WELL	C	0.3%
MTSI	B	0.3%
MDT	C	0.3%
YUM	C	0.29%
UTHR	C	0.28%
SYY	D	0.28%
PHM	C	0.27%
PEG	A	0.27%
USB	C	0.26%
CNC	F	0.26%
ETR	A	0.26%
RF	B	0.26%
PRU	B	0.26%
MCRI	B	0.26%
CB	A	0.25%
AXP	A	0.25%
TENB	D	0.24%
SMTC	C	0.24%
KTB	C	0.24%
COR	F	0.23%
NYT	C	0.23%
HBAN	B	0.23%
PFE	D	0.23%
GRMN	D	0.23%
MSGS	A	0.23%
PPL	C	0.22%
INTC	D	0.22%
HRB	C	0.22%
POWI	F	0.22%
EHC	C	0.21%
LAMR	C	0.21%
INCY	B	0.21%
WMK	D	0.21%
HON	C	0.21%
PRG	C	0.21%
SYF	A	0.2%
BJ	B	0.2%
CINF	A	0.2%
ZUO	F	0.2%
TSCO	A	0.2%
JHG	A	0.2%
RCL	B	0.19%
HSY	D	0.19%
ACIW	A	0.19%
EXEL	B	0.19%
NOC	B	0.19%
ROST	D	0.18%
KVUE	C	0.18%
ITCI	D	0.18%
LRN	D	0.18%
AVB	C	0.18%
PSMT	A	0.18%
BOX	C	0.17%
KSS	D	0.17%
ADUS	D	0.17%
SPG	A	0.17%
DGX	D	0.16%
VICI	C	0.16%
TDC	D	0.16%
AFL	A	0.16%
IMKTA	F	0.16%
FE	C	0.16%
BDX	C	0.15%
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%
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%
AMP	A	0.13%
CHD	D	0.13%
EQR	C	0.13%
ORI	A	0.13%
AGYS	D	0.12%
HOLX	D	0.12%
TROW	D	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%
EIX	C	0.11%
ED	C	0.11%
BKE	B	0.11%
EQH	B	0.11%
AVT	B	0.11%
ICE	A	0.11%
LHX	A	0.11%
ZBH	F	0.11%
FOXA	B	0.11%
BBY	C	0.11%
GIS	C	0.1%
JEF	A	0.1%
RJF	B	0.1%
MOG.A	C	0.1%
SF	A	0.1%
VTR	C	0.09%
KLG	F	0.09%
DTE	B	0.09%
O	C	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%
MET	A	0.08%
PJT	A	0.08%
VRSN	C	0.07%
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%
ACGL	A	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%
DIS	D	0.04%
CBRE	C	0.04%
NRG	A	0.04%
WEC	B	0.04%
HLI	A	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%
CTRE	C	0.03%
CFG	C	0.03%
MORN	B	0.03%
MANH	A	0.03%
MCD	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%
ALL	A	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 149 Positions Relative to SCHG

Symbol	Grade	Weight
GOOG	B	-2.85%
TSLA	C	-2.6%
V	B	-1.65%
MA	A	-1.46%
CRM	B	-0.96%
LIN	C	-0.83%
ACN	B	-0.79%
GE	B	-0.72%
LRCX	D	-0.39%
KLAC	B	-0.38%
FI	A	-0.37%
ANET	A	-0.35%
SHW	C	-0.32%
EQIX	C	-0.3%
CEG	A	-0.29%
PH	A	-0.29%
CMG	C	-0.28%
PLTR	A	-0.27%
GEV	A	-0.25%
ORLY	A	-0.24%
MAR	A	-0.21%
AZO	D	-0.2%
WDAY	D	-0.19%
URI	C	-0.19%
TTD	A	-0.18%
GWW	B	-0.17%
DASH	A	-0.17%
MSCI	B	-0.16%
CPRT	B	-0.16%
STZ	D	-0.15%
CTVA	A	-0.15%
LNG	A	-0.15%
IQV	F	-0.15%
FLUT	B	-0.15%
SNOW	F	-0.14%
COIN	F	-0.14%
IT	A	-0.14%
EW	F	-0.14%
ALNY	C	-0.13%
DDOG	B	-0.13%
EFX	D	-0.13%
BKR	B	-0.13%
VRT	B	-0.13%
HES	D	-0.13%
ODFL	F	-0.13%
SQ	D	-0.13%
TRGP	A	-0.12%
LULU	D	-0.12%
MLM	F	-0.12%
VMC	D	-0.12%
CSGP	F	-0.11%
MSTR	B	-0.11%
DXCM	F	-0.1%
HUBS	D	-0.1%
AXON	A	-0.1%
DECK	B	-0.09%
NET	D	-0.09%
TTWO	D	-0.09%
SBAC	C	-0.09%
TEAM	D	-0.09%
SMCI	F	-0.08%
CPAY	A	-0.08%
MRNA	F	-0.08%
WST	D	-0.08%
BLDR	C	-0.08%
RBLX	D	-0.08%
ZM	B	-0.07%
WBD	F	-0.07%
CVNA	A	-0.07%
ULTA	D	-0.07%
LII	C	-0.07%
DKNG	C	-0.07%
MDB	D	-0.07%
EME	B	-0.07%
MOH	F	-0.07%
TDY	A	-0.07%
CSL	A	-0.07%
ILMN	B	-0.07%
RVTY	C	-0.06%
NTRA	A	-0.06%
ENPH	F	-0.06%
DT	B	-0.06%
PODD	C	-0.06%
TPL	A	-0.06%
HOOD	B	-0.06%
EG	A	-0.06%
LPLA	D	-0.06%
FDS	C	-0.06%
AVTR	D	-0.06%
ALGN	D	-0.06%
FND	C	-0.05%
BMRN	F	-0.05%
COHR	B	-0.05%
JBHT	D	-0.05%
FIX	A	-0.05%
RNR	A	-0.05%
TW	A	-0.05%
POOL	D	-0.05%
IBKR	A	-0.05%
DPZ	D	-0.05%
CHDN	C	-0.04%
OWL	A	-0.04%
LBRDK	C	-0.04%
CRL	F	-0.04%
KNSL	B	-0.04%
TWLO	B	-0.04%
CTLT	A	-0.04%
FTI	B	-0.04%
CACI	A	-0.04%
WMS	D	-0.04%
TOST	B	-0.04%
EPAM	F	-0.04%
SAIA	D	-0.04%
NBIX	F	-0.04%
TXRH	A	-0.04%
SRPT	F	-0.04%
OKTA	F	-0.04%
CLH	B	-0.04%
WING	C	-0.04%
EXAS	C	-0.04%
PFGC	A	-0.04%
BLD	D	-0.04%
INSM	D	-0.04%
PCTY	C	-0.03%
WSC	D	-0.03%
PEN	D	-0.03%
TREX	D	-0.03%
RRC	D	-0.03%
RGEN	F	-0.03%
PAYC	D	-0.03%
RIVN	F	-0.03%
MEDP	F	-0.03%
TKO	A	-0.03%
CNM	F	-0.03%
MUSA	D	-0.03%
GNRC	B	-0.03%
DAY	C	-0.03%
ROKU	C	-0.03%
PSN	A	-0.02%
ROIV	D	-0.02%
CELH	F	-0.02%
PATH	D	-0.02%
CLF	D	-0.02%
NOV	F	-0.02%
BIO	B	-0.02%
U	D	-0.02%
ESTC	F	-0.02%
PCOR	D	-0.02%
RCM	B	-0.01%