HLGE vs. SPSM ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to SPDR Portfolio Small Cap ETF (SPSM)
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

$32.37

Average Daily Volume

494

Number of Holdings *

339

* may have additional holdings in another (foreign) market
SPSM

SPDR Portfolio Small Cap ETF

SPSM Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA Small Cap Index that tracks the performance of small capitalization exchange traded U.S. equity securities. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. It may purchase a subset of the securities in the index in an effort to hold a portfolio of securities with generally the same risk and return characteristics of the index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$48.66

Average Daily Volume

1,581,869

Number of Holdings *

586

* may have additional holdings in another (foreign) market
Performance
Period HLGE SPSM
30 Days 1.74% 6.50%
60 Days 2.94% 5.60%
90 Days 4.94% 6.02%
12 Months 28.33% 30.13%
61 Overlapping Holdings
Symbol Grade Weight in HLGE Weight in SPSM Overlap
ACIW B 0.2% 0.41% 0.2%
ADUS D 0.16% 0.15% 0.15%
AGYS A 0.13% 0.19% 0.13%
ANIP F 0.01% 0.06% 0.01%
BKE B 0.12% 0.1% 0.1%
BOX B 0.18% 0.35% 0.18%
CALM A 0.36% 0.27% 0.27%
CARG B 1.18% 0.22% 0.22%
CARS C 0.94% 0.08% 0.08%
CASH B 0.02% 0.14% 0.02%
CNK C 0.03% 0.24% 0.03%
COLL F 0.24% 0.07% 0.07%
CORT B 0.49% 0.35% 0.35%
CPRX C 0.06% 0.17% 0.06%
CRVL B 0.16% 0.23% 0.16%
CTRE C 0.03% 0.36% 0.03%
DFIN D 0.08% 0.11% 0.08%
DIOD D 0.32% 0.18% 0.18%
EPC F 0.05% 0.12% 0.05%
ETSY D 0.09% 0.41% 0.09%
FTDR B 0.07% 0.3% 0.07%
HIMS B 0.1% 0.28% 0.1%
IAC F 0.36% 0.24% 0.24%
JXN C 0.12% 0.54% 0.12%
KLG B 0.09% 0.08% 0.08%
KSS F 0.15% 0.14% 0.14%
KTB B 0.26% 0.32% 0.26%
LMAT A 0.05% 0.15% 0.05%
LRN A 0.21% 0.31% 0.21%
LTC B 0.03% 0.12% 0.03%
LZB B 0.11% 0.13% 0.11%
MCRI A 0.28% 0.08% 0.08%
MMSI A 0.15% 0.43% 0.15%
MOG.A B 0.11% 0.45% 0.11%
MSGS A 0.24% 0.26% 0.24%
NWL C 0.06% 0.26% 0.06%
OFG B 0.06% 0.14% 0.06%
OGN F 0.25% 0.28% 0.25%
PBH A 0.04% 0.29% 0.04%
PDCO F 0.14% 0.12% 0.12%
PFBC B 0.03% 0.08% 0.03%
PI D 0.56% 0.28% 0.28%
PINC B 0.07% 0.17% 0.07%
PIPR A 0.01% 0.38% 0.01%
PJT A 0.1% 0.26% 0.1%
PRDO B 0.06% 0.12% 0.06%
PRG C 0.21% 0.14% 0.14%
PRGS A 0.66% 0.2% 0.2%
PSMT D 0.17% 0.16% 0.16%
SHO D 0.12% 0.15% 0.12%
SHOO F 0.13% 0.22% 0.13%
SMTC B 0.26% 0.24% 0.24%
SNEX B 0.03% 0.2% 0.03%
TRIP F 0.57% 0.11% 0.11%
UE B 0.01% 0.2% 0.01%
UPBD B 0.16% 0.11% 0.11%
VSTO A 0.06% 0.18% 0.06%
WGO C 0.14% 0.12% 0.12%
WOR F 0.04% 0.09% 0.04%
XRX F 0.33% 0.07% 0.07%
YELP C 0.86% 0.17% 0.17%
HLGE Overweight 278 Positions Relative to SPSM
Symbol Grade Weight
NVDA B 1.17%
META D 1.06%
AMZN C 1.05%
GOOGL C 1.03%
ORCL A 1.03%
EBAY D 1.01%
DELL B 0.94%
TXN C 0.92%
HPE B 0.89%
CVLT B 0.89%
QCOM F 0.89%
NOW A 0.88%
NXPI D 0.83%
MSFT D 0.83%
AAPL C 0.82%
HPQ B 0.82%
WMT A 0.82%
FICO B 0.81%
PSTG D 0.79%
STX C 0.79%
NTAP C 0.79%
JWN D 0.76%
DDS B 0.75%
WDC D 0.74%
GM C 0.74%
BKNG A 0.74%
JNJ C 0.73%
LOW C 0.73%
FTNT C 0.72%
TMUS B 0.7%
VRTX D 0.68%
MCK A 0.68%
HD B 0.67%
CL D 0.67%
DLB B 0.66%
TJX A 0.63%
MCHP F 0.6%
ADI D 0.6%
MTCH D 0.6%
NFLX A 0.6%
UNH B 0.57%
CRUS D 0.57%
AXNX A 0.57%
CMCSA B 0.54%
LMT D 0.54%
GILD C 0.54%
KR B 0.54%
ELV F 0.53%
OLED F 0.53%
AVGO D 0.53%
GS A 0.53%
M F 0.53%
MTD F 0.53%
BK A 0.52%
BSX A 0.52%
LLY F 0.52%
PANW B 0.52%
COST A 0.51%
T A 0.5%
PINS F 0.49%
MPWR F 0.48%
EA A 0.47%
MRK D 0.46%
MS A 0.44%
BRK.A B 0.44%
C A 0.44%
REGN F 0.43%
AMED F 0.43%
MTB A 0.43%
SNAP D 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 B 0.4%
VRNS D 0.39%
HCA F 0.39%
WFC A 0.39%
QLYS B 0.38%
BAC A 0.38%
MU D 0.38%
FITB B 0.37%
TGT F 0.37%
JPM A 0.36%
SWKS F 0.36%
CRWD B 0.35%
A D 0.35%
BMY B 0.35%
ISRG A 0.35%
CI D 0.35%
GD D 0.35%
IRM C 0.35%
ON D 0.34%
CW C 0.34%
VZ C 0.34%
UBER F 0.34%
MTSI B 0.34%
PEP F 0.33%
INTU B 0.33%
TMO F 0.33%
ABT B 0.33%
ABBV F 0.33%
SO C 0.32%
PG C 0.32%
RTX D 0.32%
DUK C 0.31%
STT B 0.31%
EDR A 0.31%
UTHR C 0.3%
KMB C 0.3%
WELL A 0.3%
AMGN F 0.3%
NVR D 0.3%
RF A 0.29%
HEI A 0.28%
GRMN B 0.28%
CDNS B 0.28%
YUM D 0.28%
ETR B 0.28%
MDT D 0.28%
HBAN A 0.28%
ADSK A 0.28%
USB A 0.28%
SYY D 0.27%
AXP A 0.27%
GDDY A 0.27%
PRU A 0.27%
PTC B 0.26%
RCL A 0.25%
EXEL B 0.25%
PEG A 0.25%
SYF B 0.25%
HUM C 0.25%
TENB C 0.24%
INCY C 0.24%
SNPS B 0.24%
JHG B 0.24%
CB C 0.24%
COR B 0.24%
WMK C 0.23%
ZUO B 0.23%
INTC C 0.23%
HON C 0.23%
PHM D 0.23%
RMD C 0.22%
POWI F 0.22%
NYT D 0.22%
PFE F 0.21%
PPL A 0.21%
ITCI C 0.21%
CINF A 0.21%
TDG D 0.21%
HLT A 0.21%
TYL B 0.21%
EHC B 0.21%
BJ A 0.2%
SMCI F 0.2%
LAMR C 0.2%
PGR A 0.2%
HRB D 0.2%
CNC D 0.2%
WAT C 0.2%
TSCO D 0.19%
COF C 0.19%
CRDO B 0.19%
SPG A 0.18%
ZETA D 0.18%
FCNCA A 0.18%
KVUE A 0.18%
APP B 0.18%
BLK B 0.18%
AVB B 0.18%
ROST D 0.17%
HSY F 0.17%
NOC D 0.17%
DGX A 0.16%
ANSS B 0.16%
FSLR F 0.16%
LOPE C 0.16%
APPN B 0.16%
AMD F 0.16%
QRVO F 0.16%
CHE D 0.16%
IMKTA C 0.16%
VICI C 0.15%
SFM A 0.15%
DHR F 0.15%
AMP A 0.15%
AFL B 0.15%
TDC D 0.15%
ORI A 0.14%
FOXA A 0.14%
NHI D 0.14%
ADBE C 0.14%
FLO D 0.14%
ALKT B 0.14%
SPGI C 0.14%
FE C 0.14%
EQR C 0.13%
SF B 0.13%
CHD A 0.13%
RJF A 0.13%
AEP C 0.13%
TROW B 0.13%
TFC A 0.13%
BDX F 0.13%
WSM C 0.12%
EQH C 0.12%
ICE C 0.11%
AVT C 0.11%
JEF A 0.11%
LHX C 0.11%
ZBH C 0.11%
HOLX D 0.11%
ED C 0.1%
VEEV C 0.1%
EIX B 0.1%
DHI F 0.1%
BBY D 0.1%
COKE C 0.09%
UNM A 0.09%
O C 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%
GOLF B 0.08%
VTR B 0.08%
ROP B 0.08%
IDXX F 0.08%
VRSN C 0.07%
DOCU B 0.07%
BPOP C 0.07%
DOCS C 0.07%
ACGL C 0.06%
AXS A 0.06%
AIG B 0.06%
AEE A 0.06%
ABNB C 0.06%
CAH B 0.06%
EVR B 0.06%
ZS B 0.05%
FHI B 0.05%
LNTH D 0.05%
WBA F 0.05%
NRG B 0.04%
WEC A 0.04%
MDLZ F 0.04%
VCTR B 0.04%
CBRE B 0.04%
DIS B 0.04%
MRVL B 0.04%
APO B 0.04%
MKL A 0.04%
CASY A 0.04%
STE D 0.04%
HLI A 0.04%
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 F 0.03%
COLM C 0.02%
MMM D 0.02%
TNL A 0.02%
WHR B 0.02%
ALL A 0.02%
AMG B 0.01%
CVS D 0.01%
HLGE Underweight 525 Positions Relative to SPSM
Symbol Grade Weight
MLI B -0.73%
CRS B -0.64%
CMA B -0.64%
LUMN C -0.59%
GKOS B -0.54%
RHI C -0.53%
BBWI C -0.5%
ATI C -0.5%
AWI A -0.48%
CSWI B -0.48%
SPSC D -0.47%
ALK B -0.47%
MTH D -0.46%
VFC C -0.46%
BMI B -0.45%
COOP B -0.45%
EPRT B -0.42%
LNC C -0.42%
DY D -0.41%
BCPC B -0.41%
ZWS B -0.4%
EAT A -0.39%
BCC B -0.39%
AVAV C -0.39%
FSS B -0.39%
MARA B -0.38%
RDNT B -0.37%
MGY A -0.37%
MC C -0.37%
ITRI C -0.37%
MATX C -0.37%
INSP D -0.37%
GPI B -0.37%
AL B -0.36%
ACA A -0.36%
SEE C -0.36%
SM B -0.36%
ABG C -0.36%
RDN D -0.36%
SLG B -0.35%
GTES A -0.34%
IBP D -0.34%
PECO A -0.34%
IDCC B -0.33%
SHAK C -0.33%
SFBS C -0.33%
ABCB B -0.32%
KRYS C -0.32%
ITGR B -0.32%
ALKS C -0.32%
AGO B -0.32%
ADMA B -0.32%
AX B -0.31%
WHD B -0.31%
SKYW C -0.31%
ICUI D -0.3%
FELE B -0.3%
MAC B -0.3%
NSIT F -0.3%
GVA A -0.3%
SANM B -0.3%
SIG B -0.3%
MHO D -0.3%
PLXS B -0.3%
BGC C -0.29%
AROC A -0.29%
STEP C -0.29%
FUL F -0.29%
BOOT C -0.29%
NOG B -0.29%
AEIS C -0.29%
TPH D -0.28%
GMS B -0.28%
SKT A -0.28%
TGTX B -0.28%
UCB A -0.28%
KFY B -0.28%
CRC A -0.28%
VRRM F -0.27%
RUSHA C -0.27%
SITM B -0.27%
ESE B -0.27%
REZI A -0.27%
JBT B -0.27%
WDFC B -0.27%
AUB B -0.27%
MGEE B -0.27%
MDU D -0.27%
FULT A -0.27%
CVCO A -0.27%
SEM B -0.27%
GEO B -0.26%
DORM B -0.26%
CATY B -0.26%
RXO D -0.26%
APLE B -0.25%
HCC B -0.25%
DXC B -0.25%
NPO A -0.25%
CBU B -0.25%
HP C -0.24%
HIW C -0.24%
BTU B -0.24%
OTTR C -0.24%
ASO F -0.24%
CCOI B -0.24%
FBP C -0.24%
CEIX A -0.24%
WD D -0.24%
FHB B -0.24%
WSFS B -0.24%
SMPL B -0.24%
ABM B -0.24%
ENV B -0.23%
AWR B -0.23%
HASI D -0.23%
GNW A -0.23%
AEO F -0.23%
CWK C -0.23%
SXT C -0.23%
APAM B -0.23%
ATGE B -0.23%
GFF A -0.22%
AVA A -0.22%
TDS B -0.22%
INDB B -0.22%
SFNC C -0.22%
BOH B -0.22%
BRC D -0.22%
BKU A -0.22%
HUBG A -0.22%
TRN B -0.22%
BXMT C -0.22%
CPK A -0.21%
HBI B -0.21%
IOSP C -0.21%
LCII C -0.21%
FORM D -0.21%
TGNA B -0.21%
ALRM C -0.21%
LBRT D -0.21%
WAFD B -0.21%
UNF B -0.21%
PATK C -0.21%
VIRT A -0.21%
SLVM B -0.21%
CVBF A -0.21%
PTEN C -0.21%
IIPR D -0.21%
NMIH C -0.21%
BL B -0.21%
CWT C -0.21%
ARCH B -0.21%
PENN C -0.21%
DEI B -0.21%
FFBC B -0.2%
PFS B -0.2%
PRK B -0.2%
OII B -0.2%
ABR C -0.2%
PLMR A -0.2%
SATS D -0.2%
VSCO C -0.2%
GSHD A -0.2%
BFH C -0.2%
AKR B -0.19%
ENVA B -0.19%
AMR C -0.19%
FCPT C -0.19%
PPBI C -0.19%
CNS B -0.19%
PAYO A -0.19%
TMDX F -0.19%
POWL C -0.19%
DV C -0.19%
LXP D -0.19%
TBBK B -0.19%
TDW F -0.18%
SBCF B -0.18%
ZD B -0.18%
BANR B -0.18%
OUT A -0.18%
KLIC B -0.18%
MPW F -0.18%
AZZ A -0.18%
AIN C -0.18%
ARCB C -0.18%
JJSF C -0.18%
EPAC C -0.18%
NARI C -0.18%
MTX B -0.18%
HNI B -0.18%
VCEL B -0.18%
MYRG B -0.17%
CXW C -0.17%
STRA C -0.17%
RNST B -0.17%
AIR B -0.17%
CCS D -0.17%
MTRN C -0.17%
ACLS F -0.17%
HWKN B -0.17%
TTMI C -0.17%
YOU D -0.17%
PTGX D -0.17%
AAP D -0.17%
BANF B -0.17%
OSIS A -0.17%
SXI B -0.17%
WERN C -0.17%
URBN C -0.16%
KMT B -0.16%
CAKE C -0.16%
BANC B -0.16%
ROIC A -0.16%
ENR B -0.16%
EVTC B -0.16%
RUN F -0.16%
IPAR B -0.16%
MP C -0.16%
HI C -0.16%
IBTX B -0.16%
CWEN C -0.16%
HAYW B -0.16%
DOCN C -0.16%
KWR C -0.16%
NBTB B -0.16%
TRMK C -0.16%
PHIN A -0.16%
LGND C -0.15%
LGIH F -0.15%
NATL B -0.15%
GRBK D -0.15%
PLUS F -0.15%
OMCL C -0.15%
ROCK C -0.15%
B A -0.15%
TFIN B -0.15%
PRVA C -0.15%
KAR B -0.15%
CRGY B -0.15%
VIAV C -0.15%
CNMD C -0.15%
FCF B -0.14%
JOE F -0.14%
JBLU F -0.14%
FBK C -0.14%
NEO C -0.14%
OI C -0.14%
SUPN C -0.14%
MRCY C -0.14%
MCY A -0.14%
VYX B -0.14%
EXTR C -0.14%
ALG B -0.14%
STC B -0.14%
GBX A -0.14%
UFPT C -0.14%
APOG C -0.13%
NBHC C -0.13%
CABO B -0.13%
DRH B -0.13%
FL F -0.13%
NWBI B -0.13%
LKFN C -0.13%
RAMP B -0.13%
FBNC B -0.13%
TNDM D -0.13%
CHCO B -0.13%
HOPE C -0.12%
TNC D -0.12%
CTS C -0.12%
SJW F -0.12%
WKC C -0.12%
CENTA C -0.12%
HMN B -0.12%
MLKN F -0.12%
NGVT B -0.12%
AMPH F -0.12%
ASTH F -0.12%
TRUP B -0.12%
FTRE D -0.12%
BHE C -0.12%
CALX D -0.12%
ADNT F -0.12%
WWW A -0.12%
GO C -0.12%
ROG D -0.12%
PEB D -0.11%
VECO F -0.11%
HELE C -0.11%
AMWD C -0.11%
IART C -0.11%
WABC B -0.11%
WS C -0.11%
XHR B -0.11%
PLAB C -0.11%
CSGS B -0.11%
THS D -0.11%
SONO C -0.11%
NHC C -0.11%
DNOW B -0.11%
VSTS C -0.11%
NTCT C -0.11%
ANDE D -0.11%
PZZA F -0.11%
VRTS B -0.11%
LEG F -0.11%
KN B -0.11%
UCTT D -0.11%
VBTX B -0.11%
GTY A -0.11%
SCL C -0.11%
CUBI B -0.11%
NWN A -0.11%
STBA B -0.11%
FOXF F -0.1%
USPH B -0.1%
LNN B -0.1%
UVV B -0.1%
SBH C -0.1%
WT A -0.1%
MYGN F -0.1%
HLIT D -0.1%
UNIT B -0.1%
ALEX B -0.1%
ELME D -0.1%
CHEF A -0.1%
NX C -0.1%
TALO C -0.1%
DVAX C -0.1%
XNCR B -0.1%
TGI B -0.1%
SNDR B -0.1%
GNL F -0.1%
HLX B -0.1%
TILE B -0.1%
SPNT B -0.1%
SABR C -0.1%
HTH C -0.1%
VRE B -0.1%
VICR C -0.09%
ATEN A -0.09%
RC D -0.09%
MD C -0.09%
DCOM B -0.09%
SAFT B -0.09%
CRK B -0.09%
HRMY D -0.09%
KW C -0.09%
BHLB B -0.09%
KALU C -0.09%
JBGS F -0.09%
AAT B -0.09%
STAA F -0.09%
UNFI A -0.09%
EIG B -0.09%
THRM F -0.09%
EXPI D -0.08%
MXL C -0.08%
ALGT B -0.08%
CBRL C -0.08%
EFC C -0.08%
BRKL B -0.08%
PGNY F -0.08%
CERT F -0.08%
AMSF B -0.08%
FIZZ C -0.08%
CSR B -0.08%
OXM F -0.08%
ARLO C -0.08%
SCSC C -0.08%
DGII C -0.08%
QNST B -0.08%
PBI B -0.08%
NVEE F -0.08%
FDP B -0.08%
PMT C -0.08%
CENX B -0.08%
PLAY D -0.08%
MODG F -0.08%
ECPG C -0.08%
ARI C -0.08%
DEA D -0.08%
NAVI F -0.08%
MSEX C -0.08%
GIII D -0.08%
COHU C -0.08%
VVI C -0.07%
HCI C -0.07%
SAH C -0.07%
TMP B -0.07%
CLB B -0.07%
RWT D -0.07%
CXM C -0.07%
PRLB B -0.07%
PDFS C -0.07%
UTL B -0.07%
LPG F -0.07%
BLMN F -0.07%
MMI C -0.07%
XPEL B -0.07%
MRTN D -0.07%
PARR F -0.07%
NXRT B -0.07%
SBSI C -0.07%
AORT B -0.07%
SDGR C -0.07%
AMN F -0.07%
AHCO F -0.07%
ICHR C -0.07%
DAN D -0.07%
INVA D -0.07%
SXC A -0.07%
DLX B -0.07%
CAL F -0.07%
FBRT D -0.07%
RCUS F -0.06%
HAYN A -0.06%
ASIX B -0.06%
KOP C -0.06%
BJRI C -0.06%
BSIG A -0.06%
AVNS F -0.06%
CPF B -0.06%
EMBC C -0.06%
HCSG C -0.06%
WNC C -0.06%
CFFN C -0.06%
ASTE C -0.06%
CNXN C -0.06%
EGBN B -0.06%
PRA C -0.06%
VTLE C -0.06%
MNRO D -0.06%
ODP F -0.06%
DXPE C -0.06%
WOLF F -0.06%
JACK C -0.06%
BDN C -0.06%
CWEN C -0.06%
HFWA C -0.06%
EYE C -0.06%
OMI F -0.06%
PRAA D -0.06%
VTOL B -0.06%
HSII B -0.06%
RGR F -0.05%
WSR A -0.05%
VIR D -0.05%
CTKB C -0.05%
HAIN D -0.05%
NBR C -0.05%
ETD C -0.05%
CVI F -0.05%
INN D -0.05%
KREF C -0.05%
CEVA B -0.05%
SMP C -0.05%
MATV D -0.05%
GPRE F -0.05%
MGPI F -0.05%
TRST B -0.05%
SWI C -0.05%
GDEN B -0.05%
REX D -0.05%
SSTK F -0.05%
AOSL C -0.05%
AXL C -0.05%
MCW C -0.05%
NABL F -0.05%
MATW C -0.05%
BLFS C -0.05%
HSTM B -0.05%
AHH D -0.05%
JBSS F -0.05%
TTGT B -0.05%
HAFC B -0.05%
PCRX C -0.05%
BGS F -0.04%
PAHC C -0.04%
HTZ C -0.04%
UHT D -0.04%
HTLD C -0.04%
TR B -0.04%
NVRI D -0.04%
MLAB F -0.04%
LESL D -0.04%
MTUS C -0.04%
IRWD F -0.04%
GDOT D -0.04%
HZO F -0.04%
SNCY C -0.04%
UFCS A -0.04%
IIIN C -0.04%
SHEN F -0.04%
AMBC C -0.04%
LQDT B -0.04%
SPTN D -0.04%
VSAT F -0.04%
SCVL F -0.04%
SCHL F -0.04%
EZPW B -0.04%
SEDG F -0.04%
PUMP C -0.04%
FWRD D -0.04%
CENT C -0.03%
CNSL C -0.03%
NPK B -0.03%
WRLD C -0.03%
MYE F -0.03%
USNA C -0.03%
SVC F -0.03%
SLP D -0.03%
THRY D -0.03%
RGNX D -0.03%
GOGO C -0.03%
KELYA F -0.03%
GES F -0.03%
BFS C -0.03%
HPP F -0.03%
RES D -0.03%
CRSR C -0.02%
TWI F -0.02%
FLGT F -0.02%
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