HLGE vs. SPYI ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to NEOS S&P 500 High Income ETF (SPYI)
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

$33.07

Average Daily Volume

469

Number of Holdings *

339

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

NEOS S&P 500 High Income ETF

SPYI Description SHP ETF Trust - NEOS S&P 500 High Income ETF is an exchange traded fund launched by Faith Investor Services LLC. The fund is managed by Neos Investment Management, LLC. The fund invests in public equity markets of the United States. The fund invests directly and through derivatives in stocks of companies operating across diversified sectors. It uses derivatives such as options to create its portfolio. The fund invests in growth and value stocks of large-cap companies, within the market capitalization range of the S&P 500 Index. SHP ETF Trust - NEOS S&P 500 High Income ETF was formed on August 30, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$52.02

Average Daily Volume

607,658

Number of Holdings *

499

* may have additional holdings in another (foreign) market
Performance
Period HLGE SPYI
30 Days 3.61% 2.57%
60 Days 3.94% 4.02%
90 Days 5.95% 5.68%
12 Months 29.57% 22.34%
199 Overlapping Holdings
Symbol Grade Weight in HLGE Weight in SPYI Overlap
A D 0.35% 0.08% 0.08%
AAPL C 0.82% 6.82% 0.82%
ABBV D 0.33% 0.61% 0.33%
ABNB C 0.06% 0.13% 0.06%
ABT B 0.33% 0.46% 0.33%
ACGL D 0.06% 0.08% 0.06%
ADBE C 0.14% 0.5% 0.14%
ADI D 0.6% 0.25% 0.25%
ADSK A 0.28% 0.13% 0.13%
AEE A 0.06% 0.04% 0.04%
AEP D 0.13% 0.11% 0.11%
AFL B 0.15% 0.13% 0.13%
AIG B 0.06% 0.12% 0.06%
ALL A 0.02% 0.08% 0.02%
AMD F 0.16% 0.51% 0.16%
AMGN D 0.3% 0.34% 0.3%
AMP A 0.15% 0.12% 0.12%
AMZN C 1.05% 3.87% 1.05%
ANSS B 0.16% 0.07% 0.07%
AVB B 0.18% 0.05% 0.05%
AVGO D 0.53% 1.48% 0.53%
AXP A 0.27% 0.35% 0.27%
BAC A 0.38% 0.65% 0.38%
BBY D 0.1% 0.02% 0.02%
BDX F 0.13% 0.14% 0.13%
BK A 0.52% 0.14% 0.14%
BKNG A 0.74% 0.11% 0.11%
BLK C 0.18% 0.23% 0.18%
BMY B 0.35% 0.27% 0.27%
BRK.A B 0.44% 1.78% 0.44%
BSX B 0.52% 0.3% 0.3%
C A 0.44% 0.31% 0.31%
CAH B 0.06% 0.05% 0.05%
CB C 0.24% 0.23% 0.23%
CBRE B 0.04% 0.08% 0.04%
CDNS B 0.28% 0.18% 0.18%
CFG B 0.03% 0.05% 0.03%
CHD B 0.13% 0.05% 0.05%
CHTR C 0.08% 0.08% 0.08%
CI F 0.35% 0.2% 0.2%
CINF A 0.21% 0.04% 0.04%
CL D 0.67% 0.17% 0.17%
CMCSA B 0.54% 0.4% 0.4%
CNC D 0.2% 0.07% 0.07%
COF B 0.19% 0.15% 0.15%
COR B 0.24% 0.06% 0.06%
COST B 0.51% 0.83% 0.51%
CRWD B 0.35% 0.15% 0.15%
CVS D 0.01% 0.17% 0.01%
DELL C 0.94% 0.08% 0.08%
DGX A 0.16% 0.01% 0.01%
DHI D 0.1% 0.1% 0.1%
DHR F 0.15% 0.33% 0.15%
DIS B 0.04% 0.49% 0.04%
DTE C 0.08% 0.05% 0.05%
DUK C 0.31% 0.2% 0.2%
EA A 0.47% 0.07% 0.07%
EBAY D 1.01% 0.07% 0.07%
ED D 0.1% 0.08% 0.08%
EIX B 0.1% 0.07% 0.07%
ELV F 0.53% 0.17% 0.17%
EQR B 0.13% 0.06% 0.06%
ETR B 0.28% 0.06% 0.06%
F C 0.08% 0.1% 0.08%
FE C 0.14% 0.05% 0.05%
FICO B 0.81% 0.03% 0.03%
FITB A 0.37% 0.07% 0.07%
FOXA B 0.14% 0.02% 0.02%
FSLR F 0.16% 0.04% 0.04%
FTNT C 0.72% 0.13% 0.13%
GD F 0.35% 0.12% 0.12%
GDDY A 0.27% 0.05% 0.05%
GEN B 0.41% 0.04% 0.04%
GILD C 0.54% 0.26% 0.26%
GIS D 0.08% 0.09% 0.08%
GM B 0.74% 0.17% 0.17%
GOOGL C 1.03% 2.1% 1.03%
GRMN B 0.28% 0.05% 0.05%
GS A 0.53% 0.36% 0.36%
HBAN A 0.28% 0.06% 0.06%
HCA F 0.39% 0.14% 0.14%
HD A 0.67% 0.82% 0.67%
HLT A 0.21% 0.15% 0.15%
HOLX D 0.11% 0.03% 0.03%
HON B 0.23% 0.32% 0.23%
HPE B 0.89% 0.06% 0.06%
HPQ B 0.82% 0.07% 0.07%
HSY F 0.17% 0.04% 0.04%
HUM C 0.25% 0.06% 0.06%
ICE C 0.11% 0.19% 0.11%
IDXX F 0.08% 0.02% 0.02%
INCY C 0.24% 0.02% 0.02%
INTC D 0.23% 0.24% 0.23%
INTU C 0.33% 0.39% 0.33%
IRM D 0.35% 0.07% 0.07%
ISRG A 0.35% 0.43% 0.35%
JNJ D 0.73% 0.78% 0.73%
JPM A 0.36% 1.39% 0.36%
KMB D 0.3% 0.08% 0.08%
KO D 0.41% 0.5% 0.41%
KR B 0.54% 0.08% 0.08%
KVUE A 0.18% 0.09% 0.09%
LHX C 0.11% 0.1% 0.1%
LLY F 0.52% 1.24% 0.52%
LMT D 0.54% 0.23% 0.23%
LOW D 0.73% 0.32% 0.32%
LYV A 0.03% 0.03% 0.03%
MCD D 0.03% 0.46% 0.03%
MCHP D 0.6% 0.08% 0.08%
MCK B 0.68% 0.14% 0.14%
MCO B 0.4% 0.11% 0.11%
MDLZ F 0.04% 0.2% 0.04%
MDT D 0.28% 0.26% 0.26%
MET A 0.08% 0.11% 0.08%
META D 1.06% 2.55% 1.06%
MMM D 0.02% 0.15% 0.02%
MPWR F 0.48% 0.02% 0.02%
MRK F 0.46% 0.57% 0.46%
MS A 0.44% 0.39% 0.39%
MSFT F 0.83% 6.28% 0.83%
MTB A 0.43% 0.05% 0.05%
MTCH D 0.6% 0.02% 0.02%
MTD D 0.53% 0.02% 0.02%
MU D 0.38% 0.25% 0.25%
NFLX A 0.6% 0.75% 0.6%
NOC D 0.17% 0.11% 0.11%
NOW A 0.88% 0.42% 0.42%
NRG B 0.04% 0.04% 0.04%
NTAP C 0.79% 0.05% 0.05%
NVDA C 1.17% 7.22% 1.17%
NVR D 0.3% 0.02% 0.02%
NXPI D 0.83% 0.13% 0.13%
O D 0.08% 0.08% 0.08%
ON D 0.34% 0.07% 0.07%
ORCL B 1.03% 0.62% 0.62%
PANW C 0.52% 0.24% 0.24%
PEG A 0.25% 0.11% 0.11%
PEP F 0.33% 0.5% 0.33%
PFE D 0.21% 0.33% 0.21%
PG A 0.32% 0.84% 0.32%
PGR A 0.2% 0.35% 0.2%
PHM D 0.23% 0.05% 0.05%
PNC B 0.41% 0.17% 0.17%
PPL B 0.21% 0.05% 0.05%
PRU A 0.27% 0.1% 0.1%
PTC A 0.26% 0.04% 0.04%
QCOM F 0.89% 0.39% 0.39%
QRVO F 0.16% 0.0% 0.0%
RCL A 0.25% 0.1% 0.1%
REGN F 0.43% 0.15% 0.15%
RF A 0.29% 0.06% 0.06%
RJF A 0.13% 0.07% 0.07%
RMD C 0.22% 0.06% 0.06%
ROP B 0.08% 0.11% 0.08%
ROST C 0.17% 0.09% 0.09%
RTX C 0.32% 0.33% 0.32%
SMCI F 0.2% 0.01% 0.01%
SNPS B 0.24% 0.13% 0.13%
SO D 0.32% 0.22% 0.22%
SPG B 0.18% 0.11% 0.11%
SPGI C 0.14% 0.31% 0.14%
SRE A 0.08% 0.13% 0.08%
STE F 0.04% 0.04% 0.04%
STT A 0.31% 0.06% 0.06%
STX D 0.79% 0.02% 0.02%
SWKS F 0.36% 0.02% 0.02%
SYF B 0.25% 0.06% 0.06%
SYK C 0.4% 0.3% 0.3%
SYY B 0.27% 0.09% 0.09%
T A 0.5% 0.38% 0.38%
TDG D 0.21% 0.04% 0.04%
TFC A 0.13% 0.14% 0.13%
TGT F 0.37% 0.12% 0.12%
TJX A 0.63% 0.31% 0.31%
TMO F 0.33% 0.42% 0.33%
TMUS B 0.7% 0.28% 0.28%
TROW B 0.13% 0.05% 0.05%
TSCO D 0.19% 0.06% 0.06%
TXN C 0.92% 0.39% 0.39%
TYL B 0.21% 0.02% 0.02%
UBER D 0.34% 0.33% 0.33%
UNH C 0.57% 1.17% 0.57%
USB A 0.28% 0.18% 0.18%
VICI C 0.15% 0.08% 0.08%
VRSN F 0.07% 0.01% 0.01%
VRTX F 0.68% 0.27% 0.27%
VTR C 0.08% 0.05% 0.05%
VTRS A 0.08% 0.04% 0.04%
VZ C 0.34% 0.42% 0.34%
WAT B 0.2% 0.01% 0.01%
WBA F 0.05% 0.01% 0.01%
WDC D 0.74% 0.04% 0.04%
WEC A 0.04% 0.06% 0.04%
WELL A 0.3% 0.16% 0.16%
WFC A 0.39% 0.51% 0.39%
WMT A 0.82% 0.77% 0.77%
YUM B 0.28% 0.08% 0.08%
ZBH C 0.11% 0.05% 0.05%
ZTS D 0.41% 0.18% 0.18%
HLGE Overweight 140 Positions Relative to SPYI
Symbol Grade Weight
CARG C 1.18%
CARS B 0.94%
CVLT B 0.89%
YELP C 0.86%
PSTG D 0.79%
JWN C 0.76%
DDS B 0.75%
DLB B 0.66%
PRGS A 0.66%
CRUS D 0.57%
TRIP F 0.57%
AXNX C 0.57%
PI D 0.56%
OLED D 0.53%
M D 0.53%
CORT B 0.49%
PINS D 0.49%
AMED F 0.43%
SNAP C 0.42%
ACI C 0.41%
OLLI D 0.41%
VRNS D 0.39%
QLYS C 0.38%
IAC D 0.36%
CALM A 0.36%
CW B 0.34%
MTSI B 0.34%
XRX F 0.33%
DIOD D 0.32%
EDR A 0.31%
UTHR C 0.3%
HEI B 0.28%
MCRI A 0.28%
SMTC B 0.26%
KTB B 0.26%
EXEL B 0.25%
OGN D 0.25%
TENB C 0.24%
JHG A 0.24%
MSGS A 0.24%
COLL F 0.24%
WMK C 0.23%
ZUO B 0.23%
POWI D 0.22%
NYT C 0.22%
ITCI C 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%
ACIW B 0.2%
CRDO B 0.19%
BOX B 0.18%
ZETA D 0.18%
FCNCA A 0.18%
APP B 0.18%
PSMT C 0.17%
LOPE B 0.16%
ADUS D 0.16%
APPN B 0.16%
CRVL A 0.16%
UPBD B 0.16%
CHE D 0.16%
IMKTA C 0.16%
KSS F 0.15%
SFM A 0.15%
MMSI B 0.15%
TDC D 0.15%
ORI A 0.14%
NHI D 0.14%
PDCO D 0.14%
FLO D 0.14%
WGO C 0.14%
ALKT B 0.14%
SF B 0.13%
SHOO D 0.13%
AGYS A 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%
VEEV C 0.1%
PJT A 0.1%
HIMS B 0.1%
KLG C 0.09%
ETSY D 0.09%
COKE C 0.09%
UNM A 0.09%
THO B 0.08%
DFIN D 0.08%
GOLF B 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%
NWL B 0.06%
VSTO A 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%
EPC D 0.05%
VCTR 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%
BCO D 0.03%
COLM B 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%
PIPR B 0.01%
HLGE Underweight 300 Positions Relative to SPYI
Symbol Grade Weight
TSLA B -1.91%
GOOG C -1.8%
XOM B -1.13%
V A -1.02%
MA C -0.89%
CRM B -0.71%
CVX A -0.57%
CSCO B -0.55%
ACN C -0.5%
LIN D -0.46%
IBM C -0.46%
PM B -0.46%
CAT B -0.45%
GE D -0.45%
NEE D -0.36%
AMAT F -0.33%
UNP C -0.32%
COP C -0.31%
FI A -0.3%
BX A -0.29%
ETN A -0.29%
SCHW B -0.27%
PLTR B -0.26%
PLD D -0.25%
ADP B -0.25%
SBUX A -0.25%
DE A -0.24%
MMC B -0.23%
MO A -0.23%
GEV B -0.21%
UPS C -0.21%
PYPL B -0.21%
AMT D -0.2%
NKE D -0.2%
EOG A -0.19%
KKR A -0.19%
APH A -0.19%
BA F -0.18%
TT A -0.18%
CME A -0.18%
EQIX A -0.18%
CTAS B -0.17%
WM A -0.17%
AON A -0.16%
CSX B -0.16%
EMR A -0.16%
LRCX F -0.16%
SHW A -0.16%
ITW B -0.16%
WMB A -0.16%
ANET C -0.16%
FCX D -0.15%
CARR D -0.15%
CEG D -0.15%
PH A -0.15%
OKE A -0.15%
APD A -0.14%
KLAC D -0.14%
SLB C -0.14%
KMI A -0.13%
MPC D -0.13%
PSX C -0.13%
PCAR B -0.13%
JCI C -0.13%
MSI B -0.12%
FIS C -0.12%
MAR B -0.12%
FDX B -0.12%
AJG B -0.12%
VST B -0.11%
CPRT A -0.11%
TRV B -0.11%
NSC B -0.11%
VLO C -0.11%
NEM D -0.11%
D C -0.11%
DLR B -0.11%
EW C -0.1%
HWM A -0.1%
FAST B -0.1%
DFS B -0.1%
CCI D -0.1%
ECL D -0.1%
PCG A -0.1%
BKR B -0.1%
ODFL B -0.09%
TRGP B -0.09%
MNST C -0.09%
RSG A -0.09%
PAYX C -0.09%
HES B -0.09%
DAL C -0.09%
EXC C -0.09%
CTSH B -0.09%
CTVA C -0.09%
PWR A -0.08%
IQV D -0.08%
PSA D -0.08%
DD D -0.08%
OTIS C -0.08%
AME A -0.08%
CMI A -0.08%
GLW B -0.08%
IR B -0.08%
XEL A -0.08%
VRSK A -0.07%
LULU C -0.07%
GPN B -0.07%
EXR D -0.07%
GEHC F -0.07%
KDP D -0.07%
DOW F -0.07%
CMG B -0.07%
OXY D -0.07%
LEN D -0.07%
HIG B -0.07%
STZ D -0.06%
CCL B -0.06%
UAL A -0.06%
FTV C -0.06%
ROK B -0.06%
DXCM D -0.06%
HAL C -0.06%
CSGP D -0.06%
VMC B -0.06%
NDAQ A -0.06%
ADM D -0.06%
WTW B -0.06%
NUE C -0.06%
DOV A -0.05%
WAB B -0.05%
SBAC D -0.05%
IP B -0.05%
BRO B -0.05%
CTRA B -0.05%
BR A -0.05%
ES D -0.05%
WY D -0.05%
WBD C -0.05%
PPG F -0.05%
XYL D -0.05%
DVN F -0.05%
EFX F -0.05%
KHC F -0.05%
LYB F -0.04%
DRI B -0.04%
PFG D -0.04%
BIIB F -0.04%
CLX B -0.04%
LDOS C -0.04%
BALL D -0.04%
WRB A -0.04%
EQT B -0.04%
IFF D -0.04%
BAX D -0.04%
BLDR D -0.04%
TSN B -0.04%
KEYS A -0.04%
MRO B -0.04%
CDW F -0.04%
EXPE B -0.04%
INVH D -0.04%
KEY B -0.04%
TRMB B -0.04%
CMS C -0.04%
ORLY B -0.04%
FANG D -0.04%
CBOE B -0.04%
LUV C -0.04%
TTWO A -0.04%
CNP B -0.04%
VLTO D -0.04%
NTRS A -0.04%
NCLH B -0.03%
DOC D -0.03%
AXON A -0.03%
DLTR F -0.03%
LNT A -0.03%
CAG D -0.03%
UDR B -0.03%
HST C -0.03%
EVRG A -0.03%
EXPD D -0.03%
GPC D -0.03%
EL F -0.03%
JBL B -0.03%
J F -0.03%
NI A -0.03%
DG F -0.03%
LVS C -0.03%
GWW B -0.03%
AZO C -0.03%
AWK D -0.03%
MAS D -0.03%
MKC D -0.03%
TXT D -0.03%
URI B -0.03%
STLD B -0.03%
MAA B -0.03%
AMCR D -0.03%
ATO A -0.03%
K A -0.03%
KIM A -0.03%
CPAY A -0.02%
CZR F -0.02%
LKQ D -0.02%
MOS F -0.02%
TECH D -0.02%
SOLV C -0.02%
IVZ B -0.02%
REG B -0.02%
LW C -0.02%
DAY B -0.02%
KMX B -0.02%
HRL D -0.02%
BXP D -0.02%
L A -0.02%
SWK D -0.02%
ERIE D -0.02%
BG F -0.02%
AKAM D -0.02%
AES F -0.02%
CF B -0.02%
ROL B -0.02%
IT C -0.02%
MLM B -0.02%
JNPR F -0.02%
MGM D -0.02%
APTV D -0.02%
MRNA F -0.02%
IPG D -0.02%
DECK A -0.02%
OMC C -0.02%
ALB C -0.02%
NWSA B -0.02%
TPR B -0.02%
SW A -0.02%
TER D -0.02%
PNR A -0.02%
ARE D -0.02%
MSCI C -0.02%
CPT B -0.01%
TFX F -0.01%
CRL C -0.01%
ALLE D -0.01%
MKTX D -0.01%
PAYC B -0.01%
GNRC B -0.01%
AIZ A -0.01%
JKHY D -0.01%
UHS D -0.01%
JBHT C -0.01%
EPAM C -0.01%
NDSN B -0.01%
AVY D -0.01%
POOL C -0.01%
FFIV B -0.01%
DPZ C -0.01%
IEX B -0.01%
ALGN D -0.01%
FOX A -0.01%
EG C -0.01%
LH C -0.01%
ULTA F -0.01%
CPB D -0.01%
PKG A -0.01%
MOH F -0.01%
PARA C -0.01%
FDS B -0.01%
PODD C -0.01%
SNA A -0.01%
ESS B -0.01%
ZBRA B -0.01%
BEN C -0.01%
WST C -0.01%
TDY B -0.01%
APA D -0.01%
HAS D -0.01%
CTLT B -0.01%
TAP C -0.01%
BWA D -0.01%
ENPH F -0.01%
HUBB B -0.01%
MHK D -0.0%
RL B -0.0%
DVA B -0.0%
NWS B -0.0%
FMC D -0.0%
AOS F -0.0%
CE F -0.0%
HSIC B -0.0%
WYNN D -0.0%
PNW B -0.0%
EMN D -0.0%
HII D -0.0%
GL B -0.0%
CHRW C -0.0%
RVTY F -0.0%
SJM D -0.0%
FRT B -0.0%
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