HLGE vs. SUSL ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to iShares ESG MSCI USA Leaders ETF (SUSL)

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

SUSL

iShares ESG MSCI USA Leaders ETF

SUSL Description

The investment seeks to track the investment results of the MSCI Japan Equal Weighted Index (USD) composed of equal weighted Japanese equities. The index is designed to represent an alternative weighting methodology to its market capitalization-weighted parent index, the MSCI Japan Index (the "parent index"). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. It is non-diversified.

Grade (RS Rating)

Last Trade

$105.82

Average Daily Volume

22,593

Number of Holdings ^*

293

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	SUSL
30 Days	3.61%	3.38%
60 Days	3.94%	5.08%
90 Days	5.95%	6.25%
12 Months	29.57%	32.87%

114 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in SUSL	Overlap
A	D	0.35%	0.14%	0.14%
ACGL	D	0.06%	0.13%	0.06%
ACI	C	0.41%	0.03%	0.03%
ADBE	C	0.14%	0.81%	0.14%
ADSK	A	0.28%	0.25%	0.25%
AFL	B	0.15%	0.22%	0.15%
ALL	A	0.02%	0.19%	0.02%
AMD	F	0.16%	0.8%	0.16%
AMGN	D	0.3%	0.56%	0.3%
AMP	A	0.15%	0.2%	0.15%
ANSS	B	0.16%	0.11%	0.11%
AXP	A	0.27%	0.61%	0.27%
BBY	D	0.1%	0.06%	0.06%
BK	A	0.52%	0.21%	0.21%
BKNG	A	0.74%	0.64%	0.64%
BLK	C	0.18%	0.55%	0.18%
BMY	B	0.35%	0.43%	0.35%
CBRE	B	0.04%	0.15%	0.04%
CDNS	B	0.28%	0.3%	0.28%
CFG	B	0.03%	0.08%	0.03%
CHD	B	0.13%	0.1%	0.1%
CHTR	C	0.08%	0.13%	0.08%
CI	F	0.35%	0.34%	0.34%
CL	D	0.67%	0.27%	0.27%
CMCSA	B	0.54%	0.62%	0.54%
COF	B	0.19%	0.25%	0.19%
COR	B	0.24%	0.16%	0.16%
DGX	A	0.16%	0.07%	0.07%
DHI	D	0.1%	0.17%	0.1%
DHR	F	0.15%	0.57%	0.15%
DIS	B	0.04%	0.76%	0.04%
DOCU	A	0.07%	0.06%	0.06%
EA	A	0.47%	0.15%	0.15%
EBAY	D	1.01%	0.11%	0.11%
ED	D	0.1%	0.12%	0.1%
EIX	B	0.1%	0.12%	0.1%
ELV	F	0.53%	0.34%	0.34%
EQH	B	0.12%	0.06%	0.06%
FICO	B	0.81%	0.21%	0.21%
FOXA	B	0.14%	0.04%	0.04%
FSLR	F	0.16%	0.07%	0.07%
GEN	B	0.41%	0.06%	0.06%
GILD	C	0.54%	0.4%	0.4%
GIS	D	0.08%	0.13%	0.08%
GOOGL	C	1.03%	3.56%	1.03%
HBAN	A	0.28%	0.09%	0.09%
HCA	F	0.39%	0.24%	0.24%
HD	A	0.67%	1.47%	0.67%
HLT	A	0.21%	0.23%	0.21%
HOLX	D	0.11%	0.07%	0.07%
HPE	B	0.89%	0.1%	0.1%
HPQ	B	0.82%	0.13%	0.13%
HUM	C	0.25%	0.13%	0.13%
ICE	C	0.11%	0.33%	0.11%
IDXX	F	0.08%	0.12%	0.08%
INTC	D	0.23%	0.38%	0.23%
INTU	C	0.33%	0.69%	0.33%
IRM	D	0.35%	0.13%	0.13%
JNJ	D	0.73%	1.35%	0.73%
KMB	D	0.3%	0.17%	0.17%
KO	D	0.41%	0.94%	0.41%
KR	B	0.54%	0.15%	0.15%
LLY	F	0.52%	2.19%	0.52%
LOW	D	0.73%	0.55%	0.55%
MANH	D	0.03%	0.06%	0.03%
MCD	D	0.03%	0.75%	0.03%
MCO	B	0.4%	0.28%	0.28%
MMM	D	0.02%	0.25%	0.02%
MRK	F	0.46%	0.91%	0.46%
MRVL	B	0.04%	0.29%	0.04%
MS	A	0.44%	0.6%	0.44%
MSFT	F	0.83%	10.54%	0.83%
MTD	D	0.53%	0.09%	0.09%
NOW	A	0.88%	0.78%	0.78%
NRG	B	0.04%	0.07%	0.04%
NTAP	C	0.79%	0.09%	0.09%
NVDA	C	1.17%	13.05%	1.17%
NVR	D	0.3%	0.1%	0.1%
NXPI	D	0.83%	0.21%	0.21%
PANW	C	0.52%	0.47%	0.47%
PEP	F	0.33%	0.8%	0.33%
PG	A	0.32%	1.47%	0.32%
PGR	A	0.2%	0.56%	0.2%
PHM	D	0.23%	0.1%	0.1%
PNC	B	0.41%	0.3%	0.3%
PRU	A	0.27%	0.16%	0.16%
PTC	A	0.26%	0.08%	0.08%
RCL	A	0.25%	0.21%	0.21%
RF	A	0.29%	0.09%	0.09%
RJF	A	0.13%	0.12%	0.12%
SNPS	B	0.24%	0.31%	0.24%
SPGI	C	0.14%	0.59%	0.14%
SRE	A	0.08%	0.22%	0.08%
STE	F	0.04%	0.08%	0.04%
STT	A	0.31%	0.1%	0.1%
STX	D	0.79%	0.07%	0.07%
SYF	B	0.25%	0.09%	0.09%
TFC	A	0.13%	0.23%	0.13%
TGT	F	0.37%	0.2%	0.2%
TJX	A	0.63%	0.49%	0.49%
TROW	B	0.13%	0.1%	0.1%
TSCO	D	0.19%	0.11%	0.11%
TXN	C	0.92%	0.65%	0.65%
USB	A	0.28%	0.29%	0.28%
VZ	C	0.34%	0.65%	0.34%
WAT	B	0.2%	0.08%	0.08%
WBA	F	0.05%	0.02%	0.02%
WDC	D	0.74%	0.08%	0.08%
WELL	A	0.3%	0.3%	0.3%
WSM	B	0.12%	0.08%	0.08%
YUM	B	0.28%	0.14%	0.14%
ZBH	C	0.11%	0.08%	0.08%
ZS	C	0.05%	0.07%	0.05%
ZTS	D	0.41%	0.29%	0.29%

HLGE Overweight 225 Positions Relative to SUSL

Symbol	Grade	Weight
CARG	C	1.18%
META	D	1.06%
AMZN	C	1.05%
ORCL	B	1.03%
DELL	C	0.94%
CARS	B	0.94%
CVLT	B	0.89%
QCOM	F	0.89%
YELP	C	0.86%
AAPL	C	0.82%
WMT	A	0.82%
PSTG	D	0.79%
JWN	C	0.76%
DDS	B	0.75%
GM	B	0.74%
FTNT	C	0.72%
TMUS	B	0.7%
VRTX	F	0.68%
MCK	B	0.68%
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%
LMT	D	0.54%
OLED	D	0.53%
AVGO	D	0.53%
GS	A	0.53%
M	D	0.53%
BSX	B	0.52%
COST	B	0.51%
T	A	0.5%
CORT	B	0.49%
PINS	D	0.49%
MPWR	F	0.48%
BRK.A	B	0.44%
C	A	0.44%
REGN	F	0.43%
AMED	F	0.43%
MTB	A	0.43%
SNAP	C	0.42%
OLLI	D	0.41%
SYK	C	0.4%
VRNS	D	0.39%
WFC	A	0.39%
QLYS	C	0.38%
BAC	A	0.38%
MU	D	0.38%
FITB	A	0.37%
JPM	A	0.36%
IAC	D	0.36%
CALM	A	0.36%
SWKS	F	0.36%
CRWD	B	0.35%
ISRG	A	0.35%
GD	F	0.35%
ON	D	0.34%
CW	B	0.34%
UBER	D	0.34%
MTSI	B	0.34%
XRX	F	0.33%
TMO	F	0.33%
ABT	B	0.33%
ABBV	D	0.33%
SO	D	0.32%
DIOD	D	0.32%
RTX	C	0.32%
DUK	C	0.31%
EDR	A	0.31%
UTHR	C	0.3%
HEI	B	0.28%
GRMN	B	0.28%
MCRI	A	0.28%
ETR	B	0.28%
MDT	D	0.28%
SYY	B	0.27%
GDDY	A	0.27%
SMTC	B	0.26%
KTB	B	0.26%
EXEL	B	0.25%
PEG	A	0.25%
OGN	D	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%
WMK	C	0.23%
ZUO	B	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%
TDG	D	0.21%
LRN	A	0.21%
PRG	C	0.21%
TYL	B	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%
ACIW	B	0.2%
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%
AVB	B	0.18%
ROST	C	0.17%
HSY	F	0.17%
NOC	D	0.17%
PSMT	C	0.17%
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%
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%
FE	C	0.14%
EQR	B	0.13%
SF	B	0.13%
SHOO	D	0.13%
AGYS	A	0.13%
AEP	D	0.13%
BDX	F	0.13%
BKE	B	0.12%
SHO	C	0.12%
JXN	C	0.12%
LZB	B	0.11%
AVT	C	0.11%
MOG.A	B	0.11%
JEF	A	0.11%
LHX	C	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%
O	D	0.08%
THO	B	0.08%
DTE	C	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%
PINC	B	0.07%
VRSN	F	0.07%
FTDR	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%
ABNB	C	0.06%
CAH	B	0.06%
EVR	B	0.06%
OFG	B	0.06%
FHI	A	0.05%
LMAT	A	0.05%
LNTH	D	0.05%
EPC	D	0.05%
WEC	A	0.04%
MDLZ	F	0.04%
VCTR	B	0.04%
PBH	A	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%
LYV	A	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%
CVS	D	0.01%
PIPR	B	0.01%

HLGE Underweight 179 Positions Relative to SUSL

Symbol	Grade	Weight
TSLA	B	-3.52%
GOOG	C	-3.09%
V	A	-1.76%
MA	C	-1.55%
CRM	B	-1.18%
ACN	C	-0.82%
LIN	D	-0.79%
IBM	C	-0.74%
GE	D	-0.71%
CAT	B	-0.69%
ETN	A	-0.54%
AMAT	F	-0.53%
UNP	C	-0.53%
FI	A	-0.46%
ADP	B	-0.45%
SCHW	B	-0.44%
DE	A	-0.41%
MMC	B	-0.4%
PLD	D	-0.38%
LRCX	F	-0.35%
UPS	C	-0.35%
TT	A	-0.34%
AMT	D	-0.34%
NKE	D	-0.33%
EQIX	A	-0.32%
MELI	D	-0.32%
PYPL	B	-0.31%
ITW	B	-0.29%
CTAS	B	-0.29%
ORLY	B	-0.26%
WMB	A	-0.26%
APD	A	-0.26%
OKE	A	-0.25%
CSX	B	-0.25%
CRH	A	-0.25%
ECL	D	-0.23%
SLB	C	-0.23%
TRV	B	-0.22%
DLR	B	-0.22%
CARR	D	-0.22%
WDAY	B	-0.21%
PSX	C	-0.2%
URI	B	-0.2%
MPC	D	-0.2%
JCI	C	-0.2%
LNG	B	-0.19%
AZO	C	-0.19%
DASH	A	-0.19%
GWW	B	-0.19%
PWR	A	-0.18%
NEM	D	-0.18%
CMI	A	-0.18%
VLO	C	-0.17%
PAYX	C	-0.17%
FIS	C	-0.17%
DFS	B	-0.16%
TRGP	B	-0.16%
BKR	B	-0.16%
AXON	A	-0.16%
CCI	D	-0.16%
IT	C	-0.15%
TEAM	A	-0.15%
FERG	B	-0.15%
IR	B	-0.15%
EW	C	-0.15%
ODFL	B	-0.15%
EXC	C	-0.14%
NDAQ	A	-0.13%
KDP	D	-0.13%
HUBS	A	-0.13%
HIG	B	-0.13%
GEHC	F	-0.13%
NUE	C	-0.13%
LULU	C	-0.13%
IQV	D	-0.13%
MLM	B	-0.13%
WTW	B	-0.12%
SW	A	-0.11%
DXCM	D	-0.11%
KEYS	A	-0.11%
XYL	D	-0.11%
TTWO	A	-0.11%
ROK	B	-0.11%
VLTO	D	-0.1%
BR	A	-0.1%
AWK	D	-0.1%
FTV	C	-0.1%
DECK	A	-0.1%
DOV	A	-0.1%
HAL	C	-0.1%
PPG	F	-0.1%
SBAC	D	-0.09%
LPLA	A	-0.09%
EME	C	-0.09%
LII	A	-0.08%
CMS	C	-0.08%
CLX	B	-0.08%
STLD	B	-0.08%
LYB	F	-0.08%
CBOE	B	-0.08%
ES	D	-0.08%
WY	D	-0.08%
K	A	-0.08%
NTRS	A	-0.08%
ATO	A	-0.08%
IFF	D	-0.08%
BIIB	F	-0.08%
WST	C	-0.08%
KEY	B	-0.07%
PODD	C	-0.07%
FDS	B	-0.07%
BALL	D	-0.07%
TRU	D	-0.07%
DRI	B	-0.07%
IP	B	-0.07%
COO	D	-0.07%
PFG	D	-0.07%
MKC	D	-0.07%
OMC	C	-0.07%
LH	C	-0.07%
DOC	D	-0.06%
DPZ	C	-0.06%
AVY	D	-0.06%
ALGN	D	-0.06%
ULTA	F	-0.06%
TWLO	A	-0.06%
NI	A	-0.06%
GPC	D	-0.06%
EXPD	D	-0.06%
OC	A	-0.06%
IEX	B	-0.06%
MOH	F	-0.06%
TRMB	B	-0.06%
BURL	A	-0.06%
PNR	A	-0.06%
DAY	B	-0.05%
BG	F	-0.05%
KMX	B	-0.05%
NBIX	C	-0.05%
CHRW	C	-0.05%
CAG	D	-0.05%
AVTR	F	-0.05%
POOL	C	-0.05%
AKAM	D	-0.05%
APTV	D	-0.05%
JBHT	C	-0.05%
GGG	B	-0.05%
MKTX	D	-0.04%
NLY	C	-0.04%
LKQ	D	-0.04%
ALLY	C	-0.04%
DAL	C	-0.04%
SOLV	C	-0.04%
WTRG	B	-0.04%
CNH	C	-0.04%
CTLT	B	-0.04%
IPG	D	-0.04%
LW	C	-0.04%
TECH	D	-0.04%
JNPR	F	-0.04%
AIZ	A	-0.04%
BXP	D	-0.04%
SJM	D	-0.04%
ALLE	D	-0.04%
DINO	D	-0.03%
AZPN	A	-0.03%
RIVN	F	-0.03%
CPB	D	-0.03%
TTC	D	-0.03%
ENPH	F	-0.03%
DVA	B	-0.03%
TFX	F	-0.03%
HRL	D	-0.03%
KNX	B	-0.03%
HSIC	B	-0.03%
FBIN	D	-0.03%
FOX	A	-0.02%
BEN	C	-0.02%
BBWI	D	-0.02%