HLGE vs. SFY ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to SoFi Select 500 ETF (SFY)

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

$31.49

Average Daily Volume

738

Number of Holdings ^*

338

* may have additional holdings in another (foreign) market

SFY

SoFi Select 500 ETF

SFY Description

The investment seeks to track the performance, before fees and expenses, of the Solactive SoFi US 500 Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index follows a rules-based methodology that tracks the performance of 500 of the largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors.

Grade (RS Rating)

Last Trade

$20.58

Average Daily Volume

253,594

Number of Holdings ^*

489

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	SFY
30 Days	1.85%	1.63%
60 Days	3.29%	3.89%
90 Days	3.28%	3.59%
12 Months	28.68%	32.80%

204 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in SFY	Overlap
A	C	0.38%	0.05%	0.05%
AAPL	C	0.83%	4.07%	0.83%
ABBV	C	0.4%	0.57%	0.4%
ABNB	D	0.06%	0.1%	0.06%
ABT	C	0.35%	0.23%	0.23%
ACGL	C	0.06%	0.11%	0.06%
ADBE	F	0.16%	0.39%	0.16%
ADI	C	0.66%	0.12%	0.12%
ADSK	C	0.25%	0.1%	0.1%
AEE	C	0.06%	0.02%	0.02%
AEP	C	0.15%	0.06%	0.06%
AFL	C	0.16%	0.07%	0.07%
AIG	D	0.06%	0.04%	0.04%
ALL	B	0.02%	0.23%	0.02%
AMD	D	0.19%	0.77%	0.19%
AMGN	B	0.36%	0.24%	0.24%
AMP	A	0.12%	0.07%	0.07%
AMZN	C	0.97%	8.7%	0.97%
ANSS	D	0.15%	0.04%	0.04%
APO	C	0.03%	0.24%	0.03%
APP	C	0.07%	0.08%	0.07%
AVB	B	0.2%	0.04%	0.04%
AVGO	C	0.54%	1.4%	0.54%
AXP	B	0.25%	0.32%	0.25%
BAC	D	0.34%	0.8%	0.34%
BBY	C	0.11%	0.02%	0.02%
BDX	D	0.15%	0.11%	0.11%
BK	B	0.48%	0.15%	0.15%
BKNG	C	0.61%	0.28%	0.28%
BLK	B	0.15%	0.18%	0.15%
BMY	C	0.3%	0.12%	0.12%
BRK.A	C	0.44%	1.81%	0.44%
BSX	B	0.52%	0.26%	0.26%
C	C	0.38%	0.3%	0.3%
CAH	C	0.06%	0.07%	0.06%
CB	B	0.25%	0.21%	0.21%
CBRE	A	0.04%	0.05%	0.04%
CDNS	D	0.26%	0.13%	0.13%
CFG	C	0.03%	0.03%	0.03%
CHD	D	0.13%	0.04%	0.04%
CHTR	D	0.07%	0.06%	0.06%
CI	C	0.41%	0.14%	0.14%
CINF	B	0.2%	0.08%	0.08%
CL	D	0.81%	0.12%	0.12%
CMCSA	D	0.49%	0.26%	0.26%
CNC	D	0.27%	0.07%	0.07%
COF	B	0.15%	0.09%	0.09%
COST	B	0.53%	0.54%	0.53%
CRWD	D	0.27%	0.34%	0.27%
CVS	D	0.01%	0.15%	0.01%
DELL	D	0.82%	0.04%	0.04%
DGX	B	0.16%	0.02%	0.02%
DHI	B	0.12%	0.09%	0.09%
DHR	B	0.18%	0.19%	0.18%
DIS	D	0.03%	0.29%	0.03%
DOCU	C	0.05%	0.05%	0.05%
DTE	C	0.09%	0.02%	0.02%
DUK	C	0.34%	0.11%	0.11%
EA	D	0.43%	0.06%	0.06%
EBAY	B	1.06%	0.07%	0.07%
ED	C	0.11%	0.04%	0.04%
EIX	C	0.11%	0.04%	0.04%
ELV	C	0.74%	0.18%	0.18%
EQR	B	0.14%	0.04%	0.04%
ETR	B	0.25%	0.03%	0.03%
F	F	0.08%	0.11%	0.08%
FCNCA	D	0.14%	0.14%	0.14%
FE	C	0.16%	0.05%	0.05%
FICO	B	0.68%	0.07%	0.07%
FITB	B	0.33%	0.06%	0.06%
FSLR	C	0.2%	0.12%	0.12%
FTNT	C	0.59%	0.11%	0.11%
GD	B	0.37%	0.12%	0.12%
GDDY	C	0.23%	0.04%	0.04%
GILD	B	0.51%	0.14%	0.14%
GIS	B	0.1%	0.05%	0.05%
GM	C	0.62%	0.07%	0.07%
GOOGL	D	0.95%	1.28%	0.95%
GRMN	D	0.25%	0.04%	0.04%
GS	C	0.45%	0.44%	0.44%
HBAN	B	0.24%	0.05%	0.05%
HCA	B	0.46%	0.14%	0.14%
HD	B	0.65%	0.42%	0.42%
HLT	B	0.19%	0.1%	0.1%
HOLX	B	0.12%	0.02%	0.02%
HON	D	0.22%	0.17%	0.17%
HPE	D	0.74%	0.03%	0.03%
HPQ	D	0.78%	0.04%	0.04%
HSY	C	0.2%	0.04%	0.04%
HUM	F	0.31%	0.06%	0.06%
ICE	C	0.12%	0.14%	0.12%
IDXX	C	0.1%	0.06%	0.06%
INCY	C	0.2%	0.03%	0.03%
INTC	F	0.18%	0.13%	0.13%
INTU	C	0.32%	0.31%	0.31%
IRM	C	0.37%	0.05%	0.05%
ISRG	B	0.33%	0.31%	0.31%
JNJ	C	0.82%	0.46%	0.46%
JPM	D	0.32%	1.62%	0.32%
KMB	D	0.33%	0.06%	0.06%
KO	C	0.47%	0.4%	0.4%
KR	C	0.52%	0.05%	0.05%
KVUE	C	0.18%	0.06%	0.06%
LHX	C	0.11%	0.07%	0.07%
LLY	C	0.64%	1.68%	0.64%
LMT	C	0.59%	0.18%	0.18%
LOW	B	0.71%	0.15%	0.15%
LYV	B	0.03%	0.06%	0.03%
MCD	B	0.03%	0.31%	0.03%
MCHP	F	0.73%	0.05%	0.05%
MCK	F	0.6%	0.1%	0.1%
MCO	B	0.41%	0.12%	0.12%
MDLZ	B	0.05%	0.16%	0.05%
MDT	C	0.31%	0.17%	0.17%
MET	B	0.08%	0.09%	0.08%
META	B	1.01%	2.62%	1.01%
MKL	C	0.04%	0.09%	0.04%
MMM	B	0.02%	0.08%	0.02%
MPWR	C	0.78%	0.06%	0.06%
MRK	D	0.56%	1.12%	0.56%
MRVL	C	0.03%	0.08%	0.03%
MS	D	0.33%	0.41%	0.33%
MSFT	C	0.86%	4.97%	0.86%
MTB	B	0.35%	0.07%	0.07%
MTD	D	0.62%	0.03%	0.03%
MU	F	0.35%	0.1%	0.1%
NFLX	B	0.51%	0.52%	0.51%
NOC	B	0.19%	0.1%	0.1%
NOW	B	0.78%	0.67%	0.67%
NTAP	D	0.82%	0.03%	0.03%
NVDA	D	1.0%	15.04%	1.0%
NVR	B	0.32%	0.03%	0.03%
O	C	0.09%	0.1%	0.09%
ON	D	0.36%	0.03%	0.03%
ORCL	C	0.93%	0.74%	0.74%
PANW	D	0.48%	0.49%	0.48%
PEG	B	0.25%	0.04%	0.04%
PEP	C	0.37%	0.32%	0.32%
PFE	C	0.24%	0.23%	0.23%
PG	C	0.35%	0.51%	0.35%
PGR	B	0.2%	0.52%	0.2%
PHM	B	0.26%	0.03%	0.03%
PINS	F	0.51%	0.06%	0.06%
PNC	B	0.36%	0.15%	0.15%
PPL	C	0.21%	0.03%	0.03%
PRU	C	0.26%	0.07%	0.07%
PTC	D	0.24%	0.04%	0.04%
QCOM	D	0.93%	0.19%	0.19%
QRVO	F	0.27%	0.01%	0.01%
RCL	B	0.18%	0.14%	0.14%
REGN	C	0.67%	0.17%	0.17%
RF	B	0.26%	0.03%	0.03%
RJF	C	0.1%	0.04%	0.04%
RMD	C	0.24%	0.05%	0.05%
ROP	C	0.09%	0.1%	0.09%
ROST	C	0.19%	0.08%	0.08%
RTX	C	0.34%	0.24%	0.24%
SMCI	F	0.51%	0.09%	0.09%
SNAP	F	0.38%	0.01%	0.01%
SNPS	D	0.21%	0.14%	0.14%
SO	B	0.34%	0.1%	0.1%
SPG	B	0.17%	0.07%	0.07%
SPGI	B	0.15%	0.25%	0.15%
SRE	C	0.07%	0.06%	0.06%
STE	C	0.05%	0.11%	0.05%
STT	A	0.29%	0.06%	0.06%
STX	C	0.85%	0.02%	0.02%
SWKS	D	0.44%	0.02%	0.02%
SYF	C	0.19%	0.04%	0.04%
SYK	C	0.41%	0.23%	0.23%
SYY	D	0.29%	0.05%	0.05%
T	C	0.51%	0.29%	0.29%
TDG	B	0.23%	0.15%	0.15%
TFC	C	0.13%	0.17%	0.13%
TGT	C	0.37%	0.09%	0.09%
TJX	B	0.65%	0.19%	0.19%
TMO	B	0.4%	0.26%	0.26%
TMUS	C	0.62%	0.41%	0.41%
TROW	D	0.12%	0.03%	0.03%
TSCO	C	0.2%	0.03%	0.03%
TXN	C	0.91%	0.16%	0.16%
TYL	C	0.21%	0.03%	0.03%
UBER	C	0.34%	0.34%	0.34%
UNH	C	0.59%	0.85%	0.59%
USB	B	0.26%	0.17%	0.17%
VEEV	C	0.1%	0.06%	0.06%
VICI	C	0.17%	0.09%	0.09%
VRSN	D	0.07%	0.03%	0.03%
VRTX	D	0.7%	0.19%	0.19%
VTR	C	0.09%	0.03%	0.03%
VTRS	D	0.08%	0.05%	0.05%
VZ	B	0.38%	0.23%	0.23%
WAT	C	0.18%	0.02%	0.02%
WBA	F	0.06%	0.02%	0.02%
WDC	D	0.77%	0.02%	0.02%
WEC	C	0.04%	0.03%	0.03%
WELL	C	0.31%	0.16%	0.16%
WFC	D	0.29%	0.5%	0.29%
WMT	C	0.81%	0.93%	0.81%
WSM	D	0.13%	0.02%	0.02%
YUM	D	0.29%	0.05%	0.05%
ZBH	F	0.11%	0.05%	0.05%
ZS	F	0.04%	0.1%	0.04%
ZTS	C	0.46%	0.11%	0.11%

HLGE Overweight 134 Positions Relative to SFY

Symbol	Grade	Weight
CARG	B	0.98%
CARS	D	0.9%
NXPI	F	0.87%
YELP	F	0.83%
PSTG	F	0.8%
CVLT	B	0.8%
CRUS	D	0.79%
JWN	C	0.78%
MTCH	C	0.7%
OLED	C	0.67%
DLB	D	0.66%
DDS	F	0.6%
PRGS	C	0.59%
AXNX	B	0.58%
PI	B	0.58%
TRIP	F	0.55%
M	F	0.53%
AMED	C	0.48%
OLLI	C	0.45%
ACI	F	0.43%
XRX	D	0.41%
IAC	C	0.41%
VRNS	C	0.41%
DIOD	F	0.37%
OGN	D	0.35%
QLYS	F	0.33%
CORT	C	0.33%
EDR	A	0.32%
COLL	C	0.31%
CW	B	0.3%
ZETA	C	0.29%
TEL	D	0.28%
CALM	A	0.28%
MTSI	D	0.28%
HEI	B	0.27%
UTHR	C	0.27%
MCRI	C	0.26%
NYT	C	0.23%
MSGS	B	0.23%
SMTC	C	0.23%
TENB	F	0.23%
HRB	C	0.22%
KTB	B	0.22%
EHC	C	0.21%
LAMR	B	0.21%
PRG	B	0.21%
ZUO	F	0.21%
POWI	F	0.21%
WMK	C	0.21%
EXEL	C	0.2%
JHG	B	0.2%
BJ	D	0.19%
ITCI	D	0.19%
ADUS	B	0.18%
PSMT	B	0.18%
LRN	B	0.18%
BOX	C	0.18%
ACIW	B	0.18%
IMKTA	D	0.17%
CHE	C	0.17%
KSS	F	0.16%
CRVL	B	0.15%
MMSI	B	0.15%
PDCO	F	0.15%
TDC	F	0.15%
FLO	C	0.15%
NHI	C	0.15%
APPN	D	0.14%
LOPE	D	0.14%
SHO	C	0.13%
ORI	B	0.13%
CRDO	D	0.13%
WGO	D	0.13%
SHOO	B	0.13%
ALKT	D	0.12%
SQSP	A	0.12%
FOXA	B	0.11%
AVT	C	0.11%
EQH	C	0.11%
BKE	B	0.11%
SFM	B	0.11%
AGYS	D	0.11%
SF	A	0.1%
DFIN	B	0.1%
KLG	C	0.1%
JXN	A	0.1%
COKE	C	0.1%
MOG.A	B	0.1%
LZB	C	0.1%
JEF	B	0.09%
ETSY	F	0.09%
PJT	B	0.08%
BPOP	C	0.08%
HIMS	D	0.08%
GOLF	D	0.08%
OFG	C	0.07%
LNTH	D	0.07%
UNM	B	0.07%
THO	D	0.07%
CPRX	A	0.06%
DOCS	B	0.06%
VSTO	C	0.06%
EPC	F	0.06%
PINC	C	0.06%
FTDR	B	0.06%
LMAT	C	0.05%
PRDO	D	0.05%
WOR	D	0.05%
SGH	F	0.05%
NWL	C	0.05%
AXS	B	0.05%
EVR	A	0.05%
PBH	B	0.04%
HLI	B	0.04%
BCO	B	0.04%
FHI	A	0.04%
CASY	D	0.04%
BRBR	C	0.03%
LTC	C	0.03%
CTRE	C	0.03%
MORN	C	0.03%
MANH	B	0.03%
VCTR	B	0.03%
NRG	C	0.03%
TNL	D	0.02%
CASH	B	0.02%
WHR	D	0.02%
COLM	C	0.02%
PFBC	D	0.02%
SNEX	B	0.02%
UE	B	0.01%
PIPR	B	0.01%
CNK	C	0.01%
SIRI	C	0.0%

HLGE Underweight 285 Positions Relative to SFY

Symbol	Grade	Weight
GOOG	D	-1.23%
CRM	D	-1.19%
TSLA	C	-0.94%
MA	B	-0.73%
V	C	-0.71%
GE	B	-0.67%
KKR	B	-0.5%
IBM	B	-0.48%
XOM	C	-0.48%
CSCO	C	-0.29%
ACN	C	-0.29%
LIN	B	-0.29%
CAT	B	-0.29%
PM	C	-0.28%
PLD	C	-0.27%
CVX	D	-0.25%
ANET	B	-0.25%
CEG	C	-0.23%
BA	F	-0.22%
PLTR	B	-0.21%
SBUX	C	-0.2%
AMAT	D	-0.2%
STZ	D	-0.2%
SQ	D	-0.2%
ETN	C	-0.19%
NEE	C	-0.19%
DDOG	D	-0.18%
AMT	C	-0.17%
UNP	C	-0.17%
WDAY	D	-0.17%
MMC	C	-0.17%
ADP	B	-0.16%
SCHW	D	-0.16%
COIN	F	-0.15%
GEV	B	-0.15%
DE	B	-0.15%
EQIX	C	-0.14%
GPN	D	-0.14%
PH	B	-0.14%
CMG	C	-0.13%
TTD	B	-0.13%
LVS	D	-0.13%
SHW	B	-0.13%
DASH	C	-0.13%
CME	C	-0.12%
CTAS	B	-0.12%
NKE	D	-0.12%
BX	B	-0.12%
AJG	D	-0.12%
ALNY	C	-0.11%
ORLY	C	-0.11%
VRT	C	-0.11%
KLAC	D	-0.11%
WM	D	-0.11%
MSI	B	-0.11%
SLB	F	-0.11%
MO	C	-0.11%
TT	B	-0.11%
CCL	C	-0.11%
PYPL	B	-0.11%
RSG	D	-0.1%
CMI	C	-0.1%
PCAR	D	-0.1%
AON	B	-0.1%
ECL	B	-0.1%
COP	D	-0.1%
MAR	C	-0.1%
BKR	C	-0.1%
FDX	C	-0.09%
MNST	D	-0.09%
CARR	B	-0.09%
FIS	B	-0.09%
BAX	C	-0.09%
TRV	C	-0.09%
URI	B	-0.09%
APH	D	-0.09%
DLR	B	-0.09%
SCCO	D	-0.09%
UPS	D	-0.09%
SNOW	F	-0.09%
ITW	C	-0.09%
LRCX	F	-0.09%
JCI	B	-0.08%
PSA	B	-0.08%
MSCI	C	-0.08%
PODD	B	-0.08%
CSX	D	-0.08%
EXR	B	-0.08%
ARES	B	-0.08%
HUBS	D	-0.07%
HWM	B	-0.07%
KDP	B	-0.07%
DFS	B	-0.07%
NEM	B	-0.07%
CPRT	D	-0.07%
APD	B	-0.07%
PWR	B	-0.07%
GWW	B	-0.07%
AZO	D	-0.07%
CLX	C	-0.07%
LNG	C	-0.07%
FCX	D	-0.07%
XYL	C	-0.07%
TEAM	D	-0.07%
LEN	B	-0.06%
CCI	C	-0.06%
KHC	C	-0.06%
AXON	B	-0.06%
WMB	B	-0.06%
GEHC	C	-0.06%
PSX	F	-0.06%
IT	B	-0.06%
DXCM	F	-0.06%
EXC	C	-0.06%
IQV	C	-0.06%
MPC	F	-0.06%
EW	F	-0.06%
DKNG	C	-0.06%
EMR	D	-0.06%
ARE	C	-0.06%
PCG	C	-0.06%
DAL	C	-0.06%
NET	D	-0.06%
EOG	D	-0.06%
NSC	C	-0.06%
PAYX	C	-0.06%
IR	C	-0.06%
RBLX	B	-0.05%
SJM	C	-0.05%
CTSH	C	-0.05%
VMC	D	-0.05%
ROK	D	-0.05%
WBD	D	-0.05%
WAB	B	-0.05%
VRSK	D	-0.05%
MLM	D	-0.05%
D	C	-0.05%
HIG	B	-0.05%
NDAQ	A	-0.05%
OKE	B	-0.05%
OTIS	C	-0.05%
NTRS	A	-0.05%
FAST	C	-0.05%
CTVA	B	-0.05%
ODFL	D	-0.05%
MDB	D	-0.05%
EFX	B	-0.05%
BRO	C	-0.05%
ZM	C	-0.05%
AME	C	-0.05%
RPRX	C	-0.05%
MOH	D	-0.04%
EXPE	C	-0.04%
TTWO	C	-0.04%
TRU	B	-0.04%
BMRN	F	-0.04%
BR	D	-0.04%
VST	C	-0.04%
ROL	C	-0.04%
XEL	B	-0.04%
OXY	F	-0.04%
ERIE	B	-0.04%
FTV	C	-0.04%
AWK	B	-0.04%
UAL	C	-0.04%
LDOS	B	-0.04%
DECK	C	-0.04%
GLW	C	-0.04%
DOW	D	-0.04%
KMI	B	-0.04%
VLO	F	-0.04%
HES	F	-0.04%
CSGP	D	-0.04%
EG	C	-0.04%
WTW	C	-0.04%
PPG	D	-0.04%
HAL	F	-0.04%
ES	C	-0.04%
DD	B	-0.04%
TDY	B	-0.03%
ULTA	D	-0.03%
DRI	B	-0.03%
SSNC	B	-0.03%
MKC	C	-0.03%
J	C	-0.03%
WST	D	-0.03%
SUI	B	-0.03%
EL	F	-0.03%
K	B	-0.03%
ALGN	D	-0.03%
LYB	D	-0.03%
KEY	B	-0.03%
DOV	B	-0.03%
BURL	B	-0.03%
TRGP	B	-0.03%
OKTA	F	-0.03%
BIIB	F	-0.03%
ILMN	C	-0.03%
KEYS	C	-0.03%
CPAY	B	-0.03%
ENTG	F	-0.03%
LUV	C	-0.03%
IFF	B	-0.03%
FANG	D	-0.03%
ADM	D	-0.03%
BAH	C	-0.03%
VLTO	C	-0.03%
HUBB	B	-0.03%
AES	C	-0.03%
MSTR	D	-0.03%
UDR	C	-0.03%
WRB	C	-0.03%
CDW	D	-0.03%
INVH	C	-0.03%
SBAC	C	-0.03%
CBOE	C	-0.03%
NUE	F	-0.03%
DPZ	F	-0.02%
CSL	B	-0.02%
TFX	C	-0.02%
HST	C	-0.02%
ALB	D	-0.02%
LNT	B	-0.02%
RS	D	-0.02%
LKQ	F	-0.02%
STLD	F	-0.02%
WLK	D	-0.02%
TER	D	-0.02%
JBHT	D	-0.02%
CPB	C	-0.02%
JKHY	B	-0.02%
AGR	B	-0.02%
PAYC	D	-0.02%
CNP	C	-0.02%
MRNA	F	-0.02%
AVY	C	-0.02%
IEX	D	-0.02%
TWLO	D	-0.02%
CE	F	-0.02%
BLDR	C	-0.02%
DOC	C	-0.02%
CAG	C	-0.02%
PFG	B	-0.02%
HRL	C	-0.02%
MGM	F	-0.02%
IP	B	-0.02%
PKG	B	-0.02%
MAS	B	-0.02%
SNA	C	-0.02%
ATO	B	-0.02%
CNA	C	-0.02%
WPC	C	-0.02%
SWK	B	-0.02%
WY	C	-0.02%
CMS	C	-0.02%
BALL	C	-0.02%
LW	D	-0.02%
GFS	F	-0.02%
DVN	F	-0.02%
AKAM	D	-0.02%
GPC	D	-0.02%
TSN	C	-0.02%
ESS	B	-0.02%
DG	F	-0.02%
MAA	B	-0.02%
FDS	C	-0.02%
DLTR	F	-0.02%
LPLA	D	-0.02%
EXAS	C	-0.02%
TXT	D	-0.02%
OMC	B	-0.02%
MOS	F	-0.01%
CF	C	-0.01%
EMN	B	-0.01%
KMX	D	-0.01%
SOLV	C	-0.01%
CTRA	D	-0.01%
BG	D	-0.01%
EXPD	C	-0.01%
ENPH	D	-0.01%
BEN	F	-0.01%
ZBRA	B	-0.01%
EPAM	F	-0.01%
MRO	C	-0.01%
EVRG	B	-0.01%