HLGE vs. SPYG ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to SPDR S&P 500 Growth ETF (based on S&P 500 Growth Index) (SPYG)

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

SPYG

SPDR S&P 500 Growth ETF (based on S&P 500 Growth Index)

SPYG Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of large capitalization exchange traded U.S. equity securities exhibiting "growth" characteristics. The fund employs a replication strategy in seeking to track the performance of the S&P 500 Growth Index. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the large-capitalization growth sector in the U.S. equity market. It is non-diversified.

Grade (RS Rating)

Last Trade

$86.30

Average Daily Volume

2,018,364

Number of Holdings ^*

231

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	SPYG
30 Days	3.61%	3.28%
60 Days	3.94%	4.99%
90 Days	5.95%	6.37%
12 Months	29.57%	37.95%

88 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in SPYG	Overlap
AAPL	C	0.82%	11.97%	0.82%
ABBV	D	0.33%	0.38%	0.33%
ABNB	C	0.06%	0.1%	0.06%
ACGL	D	0.06%	0.13%	0.06%
ADBE	C	0.14%	0.81%	0.14%
ADI	D	0.6%	0.21%	0.21%
ADSK	A	0.28%	0.12%	0.12%
AMD	F	0.16%	0.78%	0.16%
AMP	A	0.15%	0.1%	0.1%
AMZN	C	1.05%	6.82%	1.05%
ANSS	B	0.16%	0.06%	0.06%
AVGO	D	0.53%	2.74%	0.53%
AXP	A	0.27%	0.39%	0.27%
BKNG	A	0.74%	0.58%	0.58%
BSX	B	0.52%	0.24%	0.24%
CDNS	B	0.28%	0.29%	0.28%
CHD	B	0.13%	0.04%	0.04%
CHTR	C	0.08%	0.06%	0.06%
CL	D	0.67%	0.1%	0.1%
COST	B	0.51%	0.59%	0.51%
CRWD	B	0.35%	0.27%	0.27%
DELL	C	0.94%	0.07%	0.07%
DHI	D	0.1%	0.17%	0.1%
EA	A	0.47%	0.06%	0.06%
FICO	B	0.81%	0.2%	0.2%
FTNT	C	0.72%	0.21%	0.21%
GDDY	A	0.27%	0.09%	0.09%
GOOGL	C	1.03%	3.55%	1.03%
GRMN	B	0.28%	0.06%	0.06%
HCA	F	0.39%	0.11%	0.11%
HD	A	0.67%	0.51%	0.51%
HLT	A	0.21%	0.21%	0.21%
HSY	F	0.17%	0.03%	0.03%
IDXX	F	0.08%	0.07%	0.07%
INTU	C	0.33%	0.68%	0.33%
IRM	D	0.35%	0.06%	0.06%
ISRG	A	0.35%	0.43%	0.35%
KO	D	0.41%	0.33%	0.33%
LLY	F	0.52%	2.14%	0.52%
LYV	A	0.03%	0.07%	0.03%
MCD	D	0.03%	0.32%	0.03%
MCHP	D	0.6%	0.07%	0.07%
MCO	B	0.4%	0.12%	0.12%
MDLZ	F	0.04%	0.13%	0.04%
META	D	1.06%	4.35%	1.06%
MPWR	F	0.48%	0.1%	0.1%
MRK	F	0.46%	0.34%	0.34%
MSFT	F	0.83%	10.95%	0.83%
MTD	D	0.53%	0.03%	0.03%
NFLX	A	0.6%	1.24%	0.6%
NOW	A	0.88%	0.74%	0.74%
NTAP	C	0.79%	0.03%	0.03%
NVDA	C	1.17%	12.46%	1.17%
NVR	D	0.3%	0.09%	0.09%
NXPI	D	0.83%	0.15%	0.15%
ON	D	0.34%	0.04%	0.04%
ORCL	B	1.03%	1.03%	1.03%
PANW	C	0.52%	0.44%	0.44%
PEP	F	0.33%	0.28%	0.28%
PG	A	0.32%	0.53%	0.32%
PGR	A	0.2%	0.26%	0.2%
PHM	D	0.23%	0.09%	0.09%
PTC	A	0.26%	0.05%	0.05%
QCOM	F	0.89%	0.33%	0.33%
RCL	A	0.25%	0.19%	0.19%
REGN	F	0.43%	0.17%	0.17%
ROP	B	0.08%	0.09%	0.08%
ROST	C	0.17%	0.16%	0.16%
SMCI	F	0.2%	0.03%	0.03%
SNPS	B	0.24%	0.29%	0.24%
SPG	B	0.18%	0.07%	0.07%
SPGI	C	0.14%	0.25%	0.14%
STE	F	0.04%	0.04%	0.04%
STX	D	0.79%	0.03%	0.03%
SYK	C	0.4%	0.29%	0.29%
TDG	D	0.21%	0.25%	0.21%
TJX	A	0.63%	0.3%	0.3%
TMO	F	0.33%	0.27%	0.27%
TSCO	D	0.19%	0.04%	0.04%
TXN	C	0.92%	0.24%	0.24%
TYL	B	0.21%	0.09%	0.09%
UBER	D	0.34%	0.52%	0.34%
UNH	C	0.57%	0.72%	0.57%
VRSN	F	0.07%	0.03%	0.03%
VRTX	F	0.68%	0.28%	0.28%
WAT	B	0.2%	0.03%	0.03%
YUM	B	0.28%	0.06%	0.06%
ZTS	D	0.41%	0.15%	0.15%

HLGE Overweight 251 Positions Relative to SPYG

Symbol	Grade	Weight
CARG	C	1.18%
EBAY	D	1.01%
CARS	B	0.94%
HPE	B	0.89%
CVLT	B	0.89%
YELP	C	0.86%
HPQ	B	0.82%
WMT	A	0.82%
PSTG	D	0.79%
JWN	C	0.76%
DDS	B	0.75%
WDC	D	0.74%
GM	B	0.74%
JNJ	D	0.73%
LOW	D	0.73%
TMUS	B	0.7%
MCK	B	0.68%
DLB	B	0.66%
PRGS	A	0.66%
MTCH	D	0.6%
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%
GS	A	0.53%
M	D	0.53%
BK	A	0.52%
T	A	0.5%
CORT	B	0.49%
PINS	D	0.49%
MS	A	0.44%
BRK.A	B	0.44%
C	A	0.44%
AMED	F	0.43%
MTB	A	0.43%
SNAP	C	0.42%
ACI	C	0.41%
PNC	B	0.41%
OLLI	D	0.41%
GEN	B	0.41%
VRNS	D	0.39%
WFC	A	0.39%
QLYS	C	0.38%
BAC	A	0.38%
MU	D	0.38%
FITB	A	0.37%
TGT	F	0.37%
JPM	A	0.36%
IAC	D	0.36%
CALM	A	0.36%
SWKS	F	0.36%
A	D	0.35%
BMY	B	0.35%
CI	F	0.35%
GD	F	0.35%
CW	B	0.34%
VZ	C	0.34%
MTSI	B	0.34%
XRX	F	0.33%
ABT	B	0.33%
SO	D	0.32%
DIOD	D	0.32%
RTX	C	0.32%
DUK	C	0.31%
STT	A	0.31%
EDR	A	0.31%
UTHR	C	0.3%
KMB	D	0.3%
WELL	A	0.3%
AMGN	D	0.3%
RF	A	0.29%
HEI	B	0.28%
MCRI	A	0.28%
ETR	B	0.28%
MDT	D	0.28%
HBAN	A	0.28%
USB	A	0.28%
SYY	B	0.27%
PRU	A	0.27%
SMTC	B	0.26%
KTB	B	0.26%
EXEL	B	0.25%
PEG	A	0.25%
OGN	D	0.25%
SYF	B	0.25%
HUM	C	0.25%
TENB	C	0.24%
INCY	C	0.24%
JHG	A	0.24%
MSGS	A	0.24%
CB	C	0.24%
COLL	F	0.24%
COR	B	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%
LAMR	D	0.2%
HRB	D	0.2%
CNC	D	0.2%
ACIW	B	0.2%
COF	B	0.19%
CRDO	B	0.19%
BOX	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%
NOC	D	0.17%
PSMT	C	0.17%
DGX	A	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%
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%
AFL	B	0.15%
MMSI	B	0.15%
TDC	D	0.15%
ORI	A	0.14%
FOXA	B	0.14%
NHI	D	0.14%
PDCO	D	0.14%
FLO	D	0.14%
WGO	C	0.14%
ALKT	B	0.14%
FE	C	0.14%
EQR	B	0.13%
SF	B	0.13%
SHOO	D	0.13%
AGYS	A	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%
ICE	C	0.11%
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%
BBY	D	0.1%
KLG	C	0.09%
ETSY	D	0.09%
COKE	C	0.09%
UNM	A	0.09%
O	D	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%
PINC	B	0.07%
FTDR	A	0.07%
DOCU	A	0.07%
BPOP	B	0.07%
DOCS	C	0.07%
AXS	A	0.06%
PRDO	B	0.06%
CPRX	C	0.06%
AIG	B	0.06%
NWL	B	0.06%
VSTO	A	0.06%
AEE	A	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%
NRG	B	0.04%
WEC	A	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%
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%
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%
ALL	A	0.02%
ANIP	F	0.01%
UE	C	0.01%
AMG	B	0.01%
CVS	D	0.01%
PIPR	B	0.01%

HLGE Underweight 143 Positions Relative to SPYG

Symbol	Grade	Weight
TSLA	B	-2.98%
GOOG	C	-2.94%
V	A	-1.17%
CRM	B	-1.11%
MA	C	-1.07%
AMAT	F	-0.53%
ACN	C	-0.42%
PLTR	B	-0.41%
LIN	D	-0.39%
CAT	B	-0.38%
KKR	A	-0.35%
LRCX	F	-0.34%
ANET	C	-0.34%
BX	A	-0.32%
ETN	A	-0.31%
COP	C	-0.31%
KLAC	D	-0.3%
GE	D	-0.29%
CMG	B	-0.28%
PM	B	-0.25%
PH	A	-0.24%
MAR	B	-0.23%
SBUX	A	-0.23%
FI	A	-0.22%
TT	A	-0.22%
UNP	C	-0.22%
URI	B	-0.2%
MMC	B	-0.2%
DE	A	-0.2%
EOG	A	-0.18%
ORLY	B	-0.18%
MSI	B	-0.17%
ADP	B	-0.17%
APH	A	-0.17%
CPRT	A	-0.17%
SHW	A	-0.16%
VST	B	-0.16%
AXON	A	-0.15%
PCAR	B	-0.15%
BA	F	-0.15%
GWW	B	-0.14%
HES	B	-0.14%
EQIX	A	-0.14%
CTAS	B	-0.14%
IT	C	-0.14%
AON	A	-0.14%
TRGP	B	-0.14%
ODFL	B	-0.14%
AZO	C	-0.13%
AMT	D	-0.13%
LULU	C	-0.13%
WM	A	-0.13%
GEV	B	-0.13%
OKE	A	-0.13%
NKE	D	-0.13%
ITW	B	-0.12%
CSX	B	-0.12%
FCX	D	-0.11%
CEG	D	-0.11%
ECL	D	-0.11%
IR	B	-0.11%
FANG	D	-0.11%
PWR	A	-0.11%
AJG	B	-0.11%
CME	A	-0.1%
MPC	D	-0.1%
CARR	D	-0.1%
CPAY	A	-0.09%
WMB	A	-0.09%
FTV	C	-0.09%
HWM	A	-0.09%
DECK	A	-0.09%
MSCI	C	-0.09%
NUE	C	-0.08%
PSA	D	-0.08%
VRSK	A	-0.08%
DLR	B	-0.08%
EXPE	B	-0.08%
LEN	D	-0.08%
DAL	C	-0.08%
FAST	B	-0.08%
DFS	B	-0.08%
MNST	C	-0.08%
MLM	B	-0.08%
VMC	B	-0.08%
RSG	A	-0.08%
WST	C	-0.08%
BRO	B	-0.07%
BLDR	D	-0.07%
AME	A	-0.07%
CCL	B	-0.06%
DXCM	D	-0.06%
PAYX	C	-0.06%
CSGP	D	-0.05%
CBOE	B	-0.05%
IQV	D	-0.05%
EW	C	-0.05%
TTWO	A	-0.05%
BR	A	-0.05%
OTIS	C	-0.05%
ROK	B	-0.05%
DRI	B	-0.04%
LVS	C	-0.04%
MOH	F	-0.04%
HUBB	B	-0.04%
NCLH	B	-0.04%
ULTA	F	-0.04%
PNR	A	-0.04%
CTRA	B	-0.04%
STLD	B	-0.04%
EFX	F	-0.04%
HST	C	-0.03%
LW	C	-0.03%
POOL	C	-0.03%
CE	F	-0.03%
JBL	B	-0.03%
APA	D	-0.03%
CF	B	-0.03%
SNA	A	-0.03%
MRO	B	-0.03%
ALGN	D	-0.03%
WYNN	D	-0.03%
FDS	B	-0.03%
MAS	D	-0.03%
SBAC	D	-0.03%
CDW	F	-0.03%
ALLE	D	-0.02%
RL	B	-0.02%
PAYC	B	-0.02%
CZR	F	-0.02%
AOS	F	-0.02%
EPAM	C	-0.02%
ERIE	D	-0.02%
MGM	D	-0.02%
ROL	B	-0.02%
DPZ	C	-0.02%
AKAM	D	-0.02%
EXPD	D	-0.02%
DAY	B	-0.02%
GNRC	B	-0.02%
PODD	C	-0.02%
ENPH	F	-0.01%
DVA	B	-0.01%