HLGE vs. USMF ETF Comparison
Comparison of Hartford Longevity Economy ETF (HLGE) to WisdomTree U.S. Multifactor Fund (USMF)
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
$31.49
Average Daily Volume
738
Number of Holdings
*
338
* may have additional holdings in another (foreign) market
USMF
WisdomTree U.S. Multifactor Fund
USMF Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.Grade (RS Rating)
Last Trade
$48.53
Average Daily Volume
23,364
Number of Holdings
*
197
* may have additional holdings in another (foreign) market
Performance
| Period | HLGE | USMF |
|---|---|---|
| 30 Days | 1.85% | 2.18% |
| 60 Days | 3.29% | 4.60% |
| 90 Days | 3.28% | 6.66% |
| 12 Months | 28.68% | 25.77% |
85 Overlapping Holdings
| Symbol | Grade | Weight in HLGE | Weight in USMF | Overlap | |
|---|---|---|---|---|---|
| ABBV | C | 0.4% | 0.51% | 0.4% | |
| ACI | F | 0.43% | 0.35% | 0.35% | |
| AEP | C | 0.15% | 0.39% | 0.15% | |
| AFL | C | 0.16% | 0.44% | 0.16% | |
| AIG | D | 0.06% | 0.34% | 0.06% | |
| ALL | B | 0.02% | 0.35% | 0.02% | |
| AMP | A | 0.12% | 0.37% | 0.12% | |
| APO | C | 0.03% | 0.25% | 0.03% | |
| APP | C | 0.07% | 0.61% | 0.07% | |
| AXP | B | 0.25% | 0.34% | 0.25% | |
| BMY | C | 0.3% | 0.43% | 0.3% | |
| BRK.A | C | 0.44% | 0.43% | 0.43% | |
| BSX | B | 0.52% | 0.43% | 0.43% | |
| CAH | C | 0.06% | 0.44% | 0.06% | |
| CHE | C | 0.17% | 0.37% | 0.17% | |
| CI | C | 0.41% | 0.3% | 0.3% | |
| CINF | B | 0.2% | 0.39% | 0.2% | |
| CL | D | 0.81% | 0.44% | 0.44% | |
| CMCSA | D | 0.49% | 0.94% | 0.49% | |
| CNC | D | 0.27% | 0.32% | 0.27% | |
| CRUS | D | 0.79% | 0.84% | 0.79% | |
| CW | B | 0.3% | 0.4% | 0.3% | |
| DGX | B | 0.16% | 0.44% | 0.16% | |
| DIS | D | 0.03% | 0.64% | 0.03% | |
| DOCU | C | 0.05% | 0.72% | 0.05% | |
| EA | D | 0.43% | 1.06% | 0.43% | |
| EHC | C | 0.21% | 0.45% | 0.21% | |
| EIX | C | 0.11% | 0.37% | 0.11% | |
| ELV | C | 0.74% | 0.36% | 0.36% | |
| EQH | C | 0.11% | 0.27% | 0.11% | |
| ETR | B | 0.25% | 0.41% | 0.25% | |
| EXEL | C | 0.2% | 0.38% | 0.2% | |
| FCNCA | D | 0.14% | 0.28% | 0.14% | |
| FOXA | B | 0.11% | 1.1% | 0.11% | |
| FSLR | C | 0.2% | 0.42% | 0.2% | |
| FTNT | C | 0.59% | 0.79% | 0.59% | |
| GDDY | C | 0.23% | 1.23% | 0.23% | |
| GILD | B | 0.51% | 0.48% | 0.48% | |
| GIS | B | 0.1% | 0.37% | 0.1% | |
| GM | C | 0.62% | 0.51% | 0.51% | |
| HCA | B | 0.46% | 0.41% | 0.41% | |
| HOLX | B | 0.12% | 0.46% | 0.12% | |
| HPE | D | 0.74% | 0.65% | 0.65% | |
| HPQ | D | 0.78% | 0.83% | 0.78% | |
| HRB | C | 0.22% | 0.77% | 0.22% | |
| INCY | C | 0.2% | 0.37% | 0.2% | |
| JNJ | C | 0.82% | 0.53% | 0.53% | |
| JPM | D | 0.32% | 0.38% | 0.32% | |
| KMB | D | 0.33% | 0.41% | 0.33% | |
| KR | C | 0.52% | 0.36% | 0.36% | |
| LLY | C | 0.64% | 0.28% | 0.28% | |
| LMT | C | 0.59% | 0.51% | 0.51% | |
| MCK | F | 0.6% | 0.37% | 0.37% | |
| MET | B | 0.08% | 0.34% | 0.08% | |
| MKL | C | 0.04% | 0.33% | 0.04% | |
| MRK | D | 0.56% | 0.38% | 0.38% | |
| MTB | B | 0.35% | 0.25% | 0.25% | |
| NRG | C | 0.03% | 0.26% | 0.03% | |
| NTAP | D | 0.82% | 0.79% | 0.79% | |
| NYT | C | 0.23% | 0.91% | 0.23% | |
| ORI | B | 0.13% | 0.39% | 0.13% | |
| PG | C | 0.35% | 0.39% | 0.35% | |
| PGR | B | 0.2% | 0.35% | 0.2% | |
| PRU | C | 0.26% | 0.33% | 0.26% | |
| QCOM | D | 0.93% | 0.61% | 0.61% | |
| REGN | C | 0.67% | 0.46% | 0.46% | |
| ROP | C | 0.09% | 1.41% | 0.09% | |
| SFM | B | 0.11% | 0.29% | 0.11% | |
| SYF | C | 0.19% | 0.27% | 0.19% | |
| SYK | C | 0.41% | 0.39% | 0.39% | |
| SYY | D | 0.29% | 0.38% | 0.29% | |
| T | C | 0.51% | 1.1% | 0.51% | |
| TGT | C | 0.37% | 0.2% | 0.2% | |
| TJX | B | 0.65% | 0.86% | 0.65% | |
| TMUS | C | 0.62% | 1.22% | 0.62% | |
| UNM | B | 0.07% | 0.36% | 0.07% | |
| UTHR | C | 0.27% | 0.45% | 0.27% | |
| VRSN | D | 0.07% | 1.46% | 0.07% | |
| VRTX | D | 0.7% | 0.33% | 0.33% | |
| VTRS | D | 0.08% | 0.33% | 0.08% | |
| VZ | B | 0.38% | 0.88% | 0.38% | |
| WFC | D | 0.29% | 0.29% | 0.29% | |
| WMT | C | 0.81% | 0.42% | 0.42% | |
| WSM | D | 0.13% | 0.31% | 0.13% | |
| ZBH | F | 0.11% | 0.34% | 0.11% |
HLGE Overweight 253 Positions Relative to USMF
| Symbol | Grade | Weight | |
|---|---|---|---|
| EBAY | B | 1.06% | |
| META | B | 1.01% | |
| NVDA | D | 1.0% | |
| CARG | B | 0.98% | |
| AMZN | C | 0.97% | |
| GOOGL | D | 0.95% | |
| ORCL | C | 0.93% | |
| TXN | C | 0.91% | |
| CARS | D | 0.9% | |
| NXPI | F | 0.87% | |
| MSFT | C | 0.86% | |
| STX | C | 0.85% | |
| YELP | F | 0.83% | |
| AAPL | C | 0.83% | |
| DELL | D | 0.82% | |
| PSTG | F | 0.8% | |
| CVLT | B | 0.8% | |
| JWN | C | 0.78% | |
| NOW | B | 0.78% | |
| MPWR | C | 0.78% | |
| WDC | D | 0.77% | |
| MCHP | F | 0.73% | |
| LOW | B | 0.71% | |
| MTCH | C | 0.7% | |
| FICO | B | 0.68% | |
| OLED | C | 0.67% | |
| ADI | C | 0.66% | |
| DLB | D | 0.66% | |
| HD | B | 0.65% | |
| MTD | D | 0.62% | |
| BKNG | C | 0.61% | |
| DDS | F | 0.6% | |
| PRGS | C | 0.59% | |
| UNH | C | 0.59% | |
| AXNX | B | 0.58% | |
| PI | B | 0.58% | |
| TRIP | F | 0.55% | |
| AVGO | C | 0.54% | |
| M | F | 0.53% | |
| COST | B | 0.53% | |
| SMCI | F | 0.51% | |
| PINS | F | 0.51% | |
| NFLX | B | 0.51% | |
| PANW | D | 0.48% | |
| BK | B | 0.48% | |
| AMED | C | 0.48% | |
| KO | C | 0.47% | |
| ZTS | C | 0.46% | |
| GS | C | 0.45% | |
| OLLI | C | 0.45% | |
| SWKS | D | 0.44% | |
| XRX | D | 0.41% | |
| IAC | C | 0.41% | |
| VRNS | C | 0.41% | |
| MCO | B | 0.41% | |
| TMO | B | 0.4% | |
| C | C | 0.38% | |
| A | C | 0.38% | |
| SNAP | F | 0.38% | |
| PEP | C | 0.37% | |
| DIOD | F | 0.37% | |
| GD | B | 0.37% | |
| IRM | C | 0.37% | |
| AMGN | B | 0.36% | |
| PNC | B | 0.36% | |
| ON | D | 0.36% | |
| ABT | C | 0.35% | |
| MU | F | 0.35% | |
| OGN | D | 0.35% | |
| DUK | C | 0.34% | |
| UBER | C | 0.34% | |
| SO | B | 0.34% | |
| BAC | D | 0.34% | |
| RTX | C | 0.34% | |
| QLYS | F | 0.33% | |
| ISRG | B | 0.33% | |
| CORT | C | 0.33% | |
| MS | D | 0.33% | |
| FITB | B | 0.33% | |
| EDR | A | 0.32% | |
| NVR | B | 0.32% | |
| INTU | C | 0.32% | |
| WELL | C | 0.31% | |
| HUM | F | 0.31% | |
| MDT | C | 0.31% | |
| COLL | C | 0.31% | |
| YUM | D | 0.29% | |
| ZETA | C | 0.29% | |
| STT | A | 0.29% | |
| TEL | D | 0.28% | |
| CALM | A | 0.28% | |
| MTSI | D | 0.28% | |
| HEI | B | 0.27% | |
| CRWD | D | 0.27% | |
| QRVO | F | 0.27% | |
| PHM | B | 0.26% | |
| USB | B | 0.26% | |
| RF | B | 0.26% | |
| CDNS | D | 0.26% | |
| MCRI | C | 0.26% | |
| ADSK | C | 0.25% | |
| CB | B | 0.25% | |
| GRMN | D | 0.25% | |
| PEG | B | 0.25% | |
| HBAN | B | 0.24% | |
| PTC | D | 0.24% | |
| RMD | C | 0.24% | |
| PFE | C | 0.24% | |
| MSGS | B | 0.23% | |
| SMTC | C | 0.23% | |
| TENB | F | 0.23% | |
| TDG | B | 0.23% | |
| HON | D | 0.22% | |
| KTB | B | 0.22% | |
| LAMR | B | 0.21% | |
| TYL | C | 0.21% | |
| PRG | B | 0.21% | |
| ZUO | F | 0.21% | |
| POWI | F | 0.21% | |
| PPL | C | 0.21% | |
| SNPS | D | 0.21% | |
| WMK | C | 0.21% | |
| AVB | B | 0.2% | |
| TSCO | C | 0.2% | |
| JHG | B | 0.2% | |
| HSY | C | 0.2% | |
| AMD | D | 0.19% | |
| ROST | C | 0.19% | |
| BJ | D | 0.19% | |
| NOC | B | 0.19% | |
| ITCI | D | 0.19% | |
| HLT | B | 0.19% | |
| ADUS | B | 0.18% | |
| PSMT | B | 0.18% | |
| LRN | B | 0.18% | |
| DHR | B | 0.18% | |
| BOX | C | 0.18% | |
| ACIW | B | 0.18% | |
| WAT | C | 0.18% | |
| RCL | B | 0.18% | |
| KVUE | C | 0.18% | |
| INTC | F | 0.18% | |
| VICI | C | 0.17% | |
| IMKTA | D | 0.17% | |
| SPG | B | 0.17% | |
| ADBE | F | 0.16% | |
| FE | C | 0.16% | |
| KSS | F | 0.16% | |
| BDX | D | 0.15% | |
| CRVL | B | 0.15% | |
| COF | B | 0.15% | |
| MMSI | B | 0.15% | |
| PDCO | F | 0.15% | |
| TDC | F | 0.15% | |
| FLO | C | 0.15% | |
| ANSS | D | 0.15% | |
| SPGI | B | 0.15% | |
| BLK | B | 0.15% | |
| NHI | C | 0.15% | |
| EQR | B | 0.14% | |
| APPN | D | 0.14% | |
| LOPE | D | 0.14% | |
| TFC | C | 0.13% | |
| SHO | C | 0.13% | |
| CHD | D | 0.13% | |
| CRDO | D | 0.13% | |
| WGO | D | 0.13% | |
| SHOO | B | 0.13% | |
| ICE | C | 0.12% | |
| ALKT | D | 0.12% | |
| TROW | D | 0.12% | |
| DHI | B | 0.12% | |
| SQSP | A | 0.12% | |
| AVT | C | 0.11% | |
| LHX | C | 0.11% | |
| BKE | B | 0.11% | |
| ED | C | 0.11% | |
| AGYS | D | 0.11% | |
| BBY | C | 0.11% | |
| SF | A | 0.1% | |
| DFIN | B | 0.1% | |
| KLG | C | 0.1% | |
| VEEV | C | 0.1% | |
| JXN | A | 0.1% | |
| COKE | C | 0.1% | |
| RJF | C | 0.1% | |
| MOG.A | B | 0.1% | |
| IDXX | C | 0.1% | |
| LZB | C | 0.1% | |
| DTE | C | 0.09% | |
| VTR | C | 0.09% | |
| JEF | B | 0.09% | |
| O | C | 0.09% | |
| ETSY | F | 0.09% | |
| PJT | B | 0.08% | |
| BPOP | C | 0.08% | |
| HIMS | D | 0.08% | |
| F | F | 0.08% | |
| GOLF | D | 0.08% | |
| OFG | C | 0.07% | |
| LNTH | D | 0.07% | |
| CHTR | D | 0.07% | |
| THO | D | 0.07% | |
| SRE | C | 0.07% | |
| WBA | F | 0.06% | |
| CPRX | A | 0.06% | |
| ABNB | D | 0.06% | |
| DOCS | B | 0.06% | |
| VSTO | C | 0.06% | |
| EPC | F | 0.06% | |
| AEE | C | 0.06% | |
| PINC | C | 0.06% | |
| FTDR | B | 0.06% | |
| ACGL | C | 0.06% | |
| MDLZ | B | 0.05% | |
| LMAT | C | 0.05% | |
| PRDO | D | 0.05% | |
| WOR | D | 0.05% | |
| SGH | F | 0.05% | |
| STE | C | 0.05% | |
| NWL | C | 0.05% | |
| AXS | B | 0.05% | |
| EVR | A | 0.05% | |
| PBH | B | 0.04% | |
| CBRE | A | 0.04% | |
| HLI | B | 0.04% | |
| WEC | C | 0.04% | |
| BCO | B | 0.04% | |
| ZS | F | 0.04% | |
| FHI | A | 0.04% | |
| CASY | D | 0.04% | |
| BRBR | C | 0.03% | |
| LYV | B | 0.03% | |
| LTC | C | 0.03% | |
| CTRE | C | 0.03% | |
| MORN | C | 0.03% | |
| CFG | C | 0.03% | |
| MANH | B | 0.03% | |
| MCD | B | 0.03% | |
| VCTR | B | 0.03% | |
| MRVL | C | 0.03% | |
| TNL | D | 0.02% | |
| CASH | B | 0.02% | |
| WHR | D | 0.02% | |
| COLM | C | 0.02% | |
| MMM | B | 0.02% | |
| PFBC | D | 0.02% | |
| SNEX | B | 0.02% | |
| UE | B | 0.01% | |
| PIPR | B | 0.01% | |
| CVS | D | 0.01% | |
| CNK | C | 0.01% | |
| SIRI | C | 0.0% |
HLGE Underweight 112 Positions Relative to USMF
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSI | B | -1.62% | |
| IBM | B | -1.62% | |
| FFIV | B | -1.5% | |
| CTSH | C | -1.42% | |
| CSCO | C | -1.37% | |
| TDY | B | -1.18% | |
| AKAM | D | -1.18% | |
| SNX | D | -1.13% | |
| NSIT | D | -1.12% | |
| JNPR | B | -0.98% | |
| WDAY | D | -0.95% | |
| VNT | F | -0.93% | |
| OMC | B | -0.93% | |
| DBX | D | -0.87% | |
| MUSA | D | -0.83% | |
| WPC | C | -0.81% | |
| DRI | B | -0.77% | |
| IPG | C | -0.74% | |
| CIEN | C | -0.7% | |
| RHP | C | -0.69% | |
| ARMK | B | -0.65% | |
| HST | C | -0.65% | |
| EPAM | F | -0.64% | |
| TXRH | C | -0.62% | |
| GNTX | F | -0.58% | |
| JBL | D | -0.57% | |
| CMG | C | -0.55% | |
| DTM | B | -0.5% | |
| APPF | D | -0.5% | |
| HIG | B | -0.48% | |
| ULTA | D | -0.48% | |
| INGR | B | -0.45% | |
| CBOE | C | -0.45% | |
| ATR | B | -0.44% | |
| CACI | B | -0.44% | |
| DPZ | F | -0.44% | |
| LDOS | B | -0.44% | |
| L | C | -0.43% | |
| RL | C | -0.43% | |
| RSG | D | -0.43% | |
| ECL | B | -0.43% | |
| EXPE | C | -0.42% | |
| TRV | C | -0.42% | |
| WM | D | -0.42% | |
| UHS | B | -0.41% | |
| MMC | C | -0.41% | |
| CNA | C | -0.41% | |
| MO | C | -0.41% | |
| WRB | C | -0.4% | |
| XOM | C | -0.4% | |
| PSN | B | -0.4% | |
| RGA | C | -0.39% | |
| OGE | C | -0.39% | |
| PPC | D | -0.38% | |
| POST | C | -0.38% | |
| CAG | C | -0.36% | |
| PCG | C | -0.36% | |
| AIZ | B | -0.36% | |
| CMI | C | -0.35% | |
| KHC | C | -0.35% | |
| AFG | B | -0.35% | |
| RLI | B | -0.35% | |
| RYAN | D | -0.35% | |
| XEL | B | -0.35% | |
| MOH | D | -0.35% | |
| SAIC | C | -0.35% | |
| DKS | D | -0.34% | |
| WAB | B | -0.34% | |
| GPK | B | -0.34% | |
| DCI | C | -0.34% | |
| PRI | B | -0.34% | |
| ADTN | D | -0.34% | |
| FANG | D | -0.34% | |
| HII | D | -0.33% | |
| TAP | D | -0.32% | |
| MPC | F | -0.32% | |
| DE | B | -0.32% | |
| MSA | D | -0.32% | |
| VOYA | B | -0.32% | |
| CCK | A | -0.31% | |
| IBKR | B | -0.31% | |
| NBIX | F | -0.31% | |
| EME | B | -0.31% | |
| KEX | C | -0.31% | |
| ALSN | B | -0.31% | |
| PCAR | D | -0.3% | |
| TXT | D | -0.3% | |
| VLO | F | -0.29% | |
| AYI | B | -0.29% | |
| CHRD | F | -0.29% | |
| FLS | D | -0.29% | |
| THC | A | -0.28% | |
| WWD | D | -0.28% | |
| DVN | F | -0.28% | |
| MLI | A | -0.28% | |
| ANF | D | -0.28% | |
| HAL | F | -0.26% | |
| DVA | B | -0.26% | |
| CMC | D | -0.25% | |
| DINO | F | -0.25% | |
| GAP | F | -0.25% | |
| OVV | F | -0.23% | |
| STLD | F | -0.23% | |
| OC | D | -0.23% | |
| SW | B | -0.23% | |
| DAL | C | -0.22% | |
| CRBG | D | -0.22% | |
| LPLA | D | -0.22% | |
| APA | F | -0.22% | |
| HQY | C | -0.2% | |
| CNM | F | -0.2% | |
| GL | C | -0.17% |
HLGE: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Asset Management
Banks - Regional - US
Capital Markets
Software - Infrastructure
Internet Content & Information
Utilities - Regulated Electric
Diagnostics & Research
Drug Manufacturers - Major
Aerospace & Defense
Biotechnology
Household & Personal Products
Medical Instruments & Supplies
Specialty Retail
Grocery Stores
Health Care Plans
Insurance - Property & Casualty
Medical Devices
Data Storage
USMF: Top Represented Industries & Keywords
Industries:
Insurance - Property & Casualty
Information Technology Services
Biotechnology
Communication Equipment
Diversified Industrials
Drug Manufacturers - Major
Insurance - Diversified
Insurance - Life
Medical Care
Packaged Foods
Software - Application
Oil & Gas E&P
Restaurants
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Health Care Plans
Packaging & Containers
Specialty Retail
Apparel Stores
Compare ETFs
