HLGE vs. SPMO ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to PowerShares S&P 500 Momentum Portfolio (SPMO)

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

SPMO

PowerShares S&P 500 Momentum Portfolio

SPMO Description

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "momentum score." In general, momentum is the tendency of an investment to exhibit persistence in its relative performance. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$95.58

Average Daily Volume

717,934

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	SPMO
30 Days	3.61%	2.84%
60 Days	3.94%	5.10%
90 Days	5.95%	6.74%
12 Months	29.57%	54.82%

49 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in SPMO	Overlap
AFL	B	0.15%	0.38%	0.15%
AIG	B	0.06%	0.33%	0.06%
ALL	A	0.02%	0.46%	0.02%
AMGN	D	0.3%	1.04%	0.3%
AMZN	C	1.05%	9.74%	1.05%
AVGO	D	0.53%	5.46%	0.53%
AXP	A	0.27%	1.39%	0.27%
BK	A	0.52%	0.54%	0.52%
BRK.A	B	0.44%	6.07%	0.44%
BSX	B	0.52%	0.98%	0.52%
C	A	0.44%	0.89%	0.44%
CB	C	0.24%	0.84%	0.24%
CL	D	0.67%	0.62%	0.62%
COR	B	0.24%	0.26%	0.24%
COST	B	0.51%	3.79%	0.51%
FICO	B	0.81%	0.57%	0.57%
FITB	A	0.37%	0.2%	0.2%
GD	F	0.35%	0.55%	0.35%
GDDY	A	0.27%	0.31%	0.27%
GRMN	B	0.28%	0.29%	0.28%
GS	A	0.53%	1.47%	0.53%
HLT	A	0.21%	0.43%	0.21%
ICE	C	0.11%	0.65%	0.11%
IRM	D	0.35%	0.37%	0.35%
JPM	A	0.36%	5.38%	0.36%
LLY	F	0.52%	5.19%	0.52%
MCK	B	0.68%	0.81%	0.68%
META	D	1.06%	6.24%	1.06%
NRG	B	0.04%	0.23%	0.04%
NTAP	C	0.79%	0.19%	0.19%
NVDA	C	1.17%	10.2%	1.17%
NVR	D	0.3%	0.15%	0.15%
PEG	A	0.25%	0.27%	0.25%
PGR	A	0.2%	1.61%	0.2%
PHM	D	0.23%	0.18%	0.18%
PRU	A	0.27%	0.33%	0.27%
RCL	A	0.25%	0.28%	0.25%
REGN	F	0.43%	0.72%	0.43%
RTX	C	0.32%	1.01%	0.32%
STX	D	0.79%	0.15%	0.15%
SYF	B	0.25%	0.17%	0.17%
T	A	0.5%	1.15%	0.5%
TDG	D	0.21%	0.56%	0.21%
TJX	A	0.63%	0.99%	0.63%
TMUS	B	0.7%	0.99%	0.7%
TYL	B	0.21%	0.16%	0.16%
VRTX	F	0.68%	0.77%	0.68%
WELL	A	0.3%	0.57%	0.3%
WMT	A	0.82%	2.39%	0.82%

HLGE Overweight 290 Positions Relative to SPMO

Symbol	Grade	Weight
CARG	C	1.18%
GOOGL	C	1.03%
ORCL	B	1.03%
EBAY	D	1.01%
DELL	C	0.94%
CARS	B	0.94%
TXN	C	0.92%
HPE	B	0.89%
CVLT	B	0.89%
QCOM	F	0.89%
NOW	A	0.88%
YELP	C	0.86%
NXPI	D	0.83%
MSFT	F	0.83%
AAPL	C	0.82%
HPQ	B	0.82%
PSTG	D	0.79%
JWN	C	0.76%
DDS	B	0.75%
WDC	D	0.74%
GM	B	0.74%
BKNG	A	0.74%
JNJ	D	0.73%
LOW	D	0.73%
FTNT	C	0.72%
HD	A	0.67%
DLB	B	0.66%
PRGS	A	0.66%
MCHP	D	0.6%
ADI	D	0.6%
MTCH	D	0.6%
NFLX	A	0.6%
UNH	C	0.57%
CRUS	D	0.57%
TRIP	F	0.57%
AXNX	C	0.57%
PI	D	0.56%
CMCSA	B	0.54%
LMT	D	0.54%
GILD	C	0.54%
KR	B	0.54%
ELV	F	0.53%
OLED	D	0.53%
M	D	0.53%
MTD	D	0.53%
PANW	C	0.52%
CORT	B	0.49%
PINS	D	0.49%
MPWR	F	0.48%
EA	A	0.47%
MRK	F	0.46%
MS	A	0.44%
AMED	F	0.43%
MTB	A	0.43%
SNAP	C	0.42%
KO	D	0.41%
ZTS	D	0.41%
ACI	C	0.41%
PNC	B	0.41%
OLLI	D	0.41%
GEN	B	0.41%
MCO	B	0.4%
SYK	C	0.4%
VRNS	D	0.39%
HCA	F	0.39%
WFC	A	0.39%
QLYS	C	0.38%
BAC	A	0.38%
MU	D	0.38%
TGT	F	0.37%
IAC	D	0.36%
CALM	A	0.36%
SWKS	F	0.36%
CRWD	B	0.35%
A	D	0.35%
BMY	B	0.35%
ISRG	A	0.35%
CI	F	0.35%
ON	D	0.34%
CW	B	0.34%
VZ	C	0.34%
UBER	D	0.34%
MTSI	B	0.34%
XRX	F	0.33%
PEP	F	0.33%
INTU	C	0.33%
TMO	F	0.33%
ABT	B	0.33%
ABBV	D	0.33%
SO	D	0.32%
PG	A	0.32%
DIOD	D	0.32%
DUK	C	0.31%
STT	A	0.31%
EDR	A	0.31%
UTHR	C	0.3%
KMB	D	0.3%
RF	A	0.29%
HEI	B	0.28%
MCRI	A	0.28%
CDNS	B	0.28%
YUM	B	0.28%
ETR	B	0.28%
MDT	D	0.28%
HBAN	A	0.28%
ADSK	A	0.28%
USB	A	0.28%
SYY	B	0.27%
SMTC	B	0.26%
PTC	A	0.26%
KTB	B	0.26%
EXEL	B	0.25%
OGN	D	0.25%
HUM	C	0.25%
TENB	C	0.24%
INCY	C	0.24%
SNPS	B	0.24%
JHG	A	0.24%
MSGS	A	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%
NYT	C	0.22%
PFE	D	0.21%
PPL	B	0.21%
ITCI	C	0.21%
CINF	A	0.21%
LRN	A	0.21%
PRG	C	0.21%
EHC	B	0.21%
BJ	A	0.2%
SMCI	F	0.2%
LAMR	D	0.2%
HRB	D	0.2%
CNC	D	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%
SPG	B	0.18%
ZETA	D	0.18%
FCNCA	A	0.18%
KVUE	A	0.18%
APP	B	0.18%
BLK	C	0.18%
AVB	B	0.18%
ROST	C	0.17%
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%
QRVO	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%
MMSI	B	0.15%
TDC	D	0.15%
ORI	A	0.14%
FOXA	B	0.14%
NHI	D	0.14%
ADBE	C	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%
SF	B	0.13%
SHOO	D	0.13%
AGYS	A	0.13%
CHD	B	0.13%
RJF	A	0.13%
AEP	D	0.13%
TROW	B	0.13%
TFC	A	0.13%
BDX	F	0.13%
WSM	B	0.12%
BKE	B	0.12%
SHO	C	0.12%
JXN	C	0.12%
EQH	B	0.12%
LZB	B	0.11%
AVT	C	0.11%
MOG.A	B	0.11%
JEF	A	0.11%
LHX	C	0.11%
ZBH	C	0.11%
HOLX	D	0.11%
ED	D	0.1%
VEEV	C	0.1%
PJT	A	0.1%
EIX	B	0.1%
HIMS	B	0.1%
DHI	D	0.1%
BBY	D	0.1%
KLG	C	0.09%
ETSY	D	0.09%
COKE	C	0.09%
UNM	A	0.09%
O	D	0.08%
CHTR	C	0.08%
SRE	A	0.08%
THO	B	0.08%
DTE	C	0.08%
GIS	D	0.08%
VTRS	A	0.08%
MET	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%
PINC	B	0.07%
VRSN	F	0.07%
FTDR	A	0.07%
DOCU	A	0.07%
BPOP	B	0.07%
DOCS	C	0.07%
ACGL	D	0.06%
AXS	A	0.06%
PRDO	B	0.06%
CPRX	C	0.06%
NWL	B	0.06%
VSTO	A	0.06%
AEE	A	0.06%
ABNB	C	0.06%
CAH	B	0.06%
EVR	B	0.06%
OFG	B	0.06%
ZS	C	0.05%
FHI	A	0.05%
LMAT	A	0.05%
LNTH	D	0.05%
WBA	F	0.05%
EPC	D	0.05%
WEC	A	0.04%
MDLZ	F	0.04%
VCTR	B	0.04%
CBRE	B	0.04%
DIS	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%
BRBR	A	0.03%
MORN	B	0.03%
LYV	A	0.03%
MCD	D	0.03%
MANH	D	0.03%
CFG	B	0.03%
BCO	D	0.03%
COLM	B	0.02%
MMM	D	0.02%
TNL	A	0.02%
CASH	A	0.02%
WHR	B	0.02%
ANIP	F	0.01%
UE	C	0.01%
AMG	B	0.01%
CVS	D	0.01%
PIPR	B	0.01%

HLGE Underweight 49 Positions Relative to SPMO

Symbol	Grade	Weight
GE	D	-2.09%
IBM	C	-1.27%
KKR	A	-1.23%
ETN	A	-0.96%
ANET	C	-0.92%
TT	A	-0.85%
FI	A	-0.78%
CTAS	B	-0.72%
MSI	B	-0.67%
APH	A	-0.65%
VST	B	-0.59%
CEG	D	-0.58%
KLAC	D	-0.53%
PH	A	-0.52%
TRGP	B	-0.47%
CMG	B	-0.47%
WMB	A	-0.45%
AJG	B	-0.44%
WM	A	-0.44%
HWM	A	-0.44%
HIG	B	-0.38%
OKE	A	-0.38%
URI	B	-0.36%
IR	B	-0.34%
RSG	A	-0.33%
ECL	D	-0.33%
GWW	B	-0.32%
KMI	A	-0.32%
AXON	A	-0.3%
PSX	C	-0.3%
MPC	D	-0.27%
IT	C	-0.24%
FANG	D	-0.22%
WAB	B	-0.22%
LDOS	C	-0.21%
VLTO	D	-0.21%
BRO	B	-0.21%
NDAQ	A	-0.21%
WTW	B	-0.2%
MLM	B	-0.19%
DECK	A	-0.17%
BR	A	-0.15%
PKG	A	-0.14%
CBOE	B	-0.13%
WRB	A	-0.12%
L	A	-0.11%
UHS	D	-0.09%
NWSA	B	-0.07%
NWS	B	-0.02%