HLGE vs. USMV ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to iShares MSCI USA Minimum Volatility ETF (USMV)

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

$31.44

Average Daily Volume

734

Number of Holdings ^*

338

* may have additional holdings in another (foreign) market

USMV

iShares MSCI USA Minimum Volatility ETF

USMV Description

The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$91.29

Average Daily Volume

2,249,365

Number of Holdings ^*

170

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	USMV
30 Days	1.00%	1.48%
60 Days	1.97%	6.10%
90 Days	3.13%	8.43%
12 Months	28.50%	25.48%

86 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in USMV	Overlap
AAPL	C	0.83%	0.97%	0.83%
ABBV	C	0.4%	1.22%	0.4%
ABT	C	0.35%	0.09%	0.09%
ACGL	B	0.06%	0.8%	0.06%
ADI	C	0.66%	0.25%	0.25%
AEE	A	0.06%	0.22%	0.06%
AEP	C	0.15%	0.42%	0.15%
AMGN	B	0.36%	0.7%	0.36%
AMZN	C	0.97%	0.12%	0.12%
AVGO	C	0.54%	1.21%	0.54%
BDX	F	0.15%	0.59%	0.15%
BMY	C	0.3%	0.41%	0.3%
BRK.A	C	0.44%	1.49%	0.44%
CB	B	0.25%	1.5%	0.25%
CDNS	D	0.26%	0.16%	0.16%
CHD	C	0.13%	0.37%	0.13%
CI	C	0.41%	0.23%	0.23%
CL	C	0.81%	0.47%	0.47%
CMCSA	D	0.49%	0.36%	0.36%
CRWD	D	0.27%	0.14%	0.14%
CVS	F	0.01%	0.05%	0.01%
DELL	C	0.82%	0.1%	0.1%
DGX	C	0.16%	0.1%	0.1%
DTE	B	0.09%	0.21%	0.09%
DUK	B	0.34%	1.55%	0.34%
EA	D	0.43%	0.78%	0.43%
ED	C	0.11%	1.22%	0.11%
ELV	C	0.74%	0.72%	0.72%
FCNCA	D	0.14%	0.73%	0.14%
FICO	B	0.68%	0.48%	0.48%
FSLR	C	0.2%	0.07%	0.07%
GD	B	0.37%	0.06%	0.06%
GDDY	C	0.23%	0.81%	0.23%
GILD	B	0.51%	0.89%	0.51%
GIS	B	0.1%	0.77%	0.1%
GRMN	D	0.25%	0.27%	0.25%
HD	A	0.65%	0.28%	0.28%
HOLX	C	0.12%	0.17%	0.12%
HON	D	0.22%	0.22%	0.22%
HSY	D	0.2%	0.35%	0.2%
HUM	F	0.31%	0.47%	0.31%
ICE	C	0.12%	0.29%	0.12%
INCY	C	0.2%	0.48%	0.2%
JNJ	C	0.82%	1.28%	0.82%
KMB	D	0.33%	0.22%	0.22%
KO	B	0.47%	0.11%	0.11%
KR	C	0.52%	0.59%	0.52%
LLY	C	0.64%	1.58%	0.64%
LMT	B	0.59%	0.88%	0.59%
MCD	B	0.03%	1.27%	0.03%
MCK	F	0.6%	1.14%	0.6%
MDLZ	C	0.05%	0.52%	0.05%
MDT	C	0.31%	0.14%	0.14%
MKL	C	0.04%	0.32%	0.04%
MRK	D	0.56%	1.22%	0.56%
MSFT	C	0.86%	1.38%	0.86%
NOC	A	0.19%	1.52%	0.19%
NOW	A	0.78%	0.65%	0.65%
NTAP	D	0.82%	0.21%	0.21%
NVDA	D	1.0%	0.54%	0.54%
ORCL	B	0.93%	1.12%	0.93%
PEP	D	0.37%	1.15%	0.37%
PFE	C	0.24%	0.24%	0.24%
PG	C	0.35%	1.26%	0.35%
PGR	A	0.2%	1.68%	0.2%
PTC	D	0.24%	0.47%	0.24%
REGN	C	0.67%	0.92%	0.67%
ROP	C	0.09%	1.31%	0.09%
RTX	C	0.34%	0.09%	0.09%
SNPS	D	0.21%	0.17%	0.17%
SO	A	0.34%	1.37%	0.34%
STX	C	0.85%	0.17%	0.17%
T	C	0.51%	0.71%	0.51%
TEL	D	0.28%	0.07%	0.07%
TJX	C	0.65%	0.45%	0.45%
TMUS	C	0.62%	1.7%	0.62%
TXN	C	0.91%	1.38%	0.91%
UBER	C	0.34%	0.47%	0.34%
UNH	C	0.59%	1.38%	0.59%
UTHR	C	0.27%	0.13%	0.13%
VRSN	D	0.07%	0.65%	0.07%
VRTX	D	0.7%	0.75%	0.7%
VZ	B	0.38%	1.44%	0.38%
WEC	B	0.04%	0.75%	0.04%
WMT	B	0.81%	1.66%	0.81%
YUM	F	0.29%	0.51%	0.29%

HLGE Overweight 252 Positions Relative to USMV

Symbol	Grade	Weight
EBAY	B	1.06%
META	A	1.01%
CARG	B	0.98%
GOOGL	D	0.95%
QCOM	F	0.93%
CARS	D	0.9%
NXPI	D	0.87%
YELP	F	0.83%
PSTG	F	0.8%
CVLT	B	0.8%
CRUS	D	0.79%
HPQ	D	0.78%
JWN	B	0.78%
MPWR	C	0.78%
WDC	D	0.77%
HPE	D	0.74%
MCHP	D	0.73%
LOW	A	0.71%
MTCH	C	0.7%
OLED	C	0.67%
DLB	D	0.66%
GM	B	0.62%
MTD	D	0.62%
BKNG	B	0.61%
DDS	D	0.6%
FTNT	B	0.59%
PRGS	C	0.59%
AXNX	A	0.58%
PI	B	0.58%
TRIP	F	0.55%
M	F	0.53%
COST	B	0.53%
BSX	B	0.52%
SMCI	F	0.51%
PINS	F	0.51%
NFLX	B	0.51%
PANW	C	0.48%
BK	A	0.48%
AMED	C	0.48%
HCA	A	0.46%
ZTS	C	0.46%
GS	C	0.45%
OLLI	C	0.45%
SWKS	F	0.44%
ACI	F	0.43%
SYK	C	0.41%
XRX	F	0.41%
IAC	C	0.41%
VRNS	C	0.41%
MCO	A	0.41%
TMO	C	0.4%
C	D	0.38%
A	C	0.38%
SNAP	F	0.38%
DIOD	F	0.37%
TGT	C	0.37%
IRM	B	0.37%
PNC	A	0.36%
ON	F	0.36%
MTB	A	0.35%
MU	F	0.35%
OGN	D	0.35%
BAC	D	0.34%
QLYS	F	0.33%
ISRG	C	0.33%
CORT	B	0.33%
MS	C	0.33%
FITB	B	0.33%
EDR	A	0.32%
NVR	B	0.32%
JPM	D	0.32%
INTU	C	0.32%
WELL	C	0.31%
COLL	C	0.31%
CW	A	0.3%
SYY	D	0.29%
ZETA	B	0.29%
STT	B	0.29%
WFC	D	0.29%
CALM	A	0.28%
MTSI	D	0.28%
CNC	C	0.27%
HEI	A	0.27%
QRVO	F	0.27%
PHM	B	0.26%
USB	B	0.26%
RF	B	0.26%
MCRI	C	0.26%
PRU	C	0.26%
ETR	A	0.25%
AXP	B	0.25%
ADSK	C	0.25%
PEG	A	0.25%
HBAN	B	0.24%
RMD	C	0.24%
NYT	C	0.23%
MSGS	B	0.23%
SMTC	B	0.23%
TENB	D	0.23%
TDG	B	0.23%
HRB	C	0.22%
KTB	A	0.22%
EHC	B	0.21%
LAMR	A	0.21%
TYL	C	0.21%
PRG	B	0.21%
ZUO	F	0.21%
POWI	F	0.21%
PPL	B	0.21%
WMK	C	0.21%
AVB	C	0.2%
EXEL	C	0.2%
CINF	C	0.2%
TSCO	C	0.2%
JHG	B	0.2%
AMD	D	0.19%
ROST	C	0.19%
BJ	D	0.19%
SYF	C	0.19%
ITCI	D	0.19%
HLT	B	0.19%
ADUS	C	0.18%
PSMT	B	0.18%
LRN	B	0.18%
DHR	C	0.18%
BOX	C	0.18%
ACIW	B	0.18%
WAT	C	0.18%
RCL	A	0.18%
KVUE	C	0.18%
INTC	F	0.18%
VICI	C	0.17%
IMKTA	D	0.17%
SPG	A	0.17%
CHE	C	0.17%
AFL	C	0.16%
ADBE	F	0.16%
FE	C	0.16%
KSS	F	0.16%
CRVL	B	0.15%
COF	A	0.15%
MMSI	B	0.15%
PDCO	F	0.15%
TDC	F	0.15%
FLO	C	0.15%
ANSS	D	0.15%
SPGI	A	0.15%
BLK	B	0.15%
NHI	C	0.15%
EQR	C	0.14%
APPN	D	0.14%
LOPE	D	0.14%
TFC	D	0.13%
WSM	D	0.13%
SHO	C	0.13%
ORI	B	0.13%
CRDO	D	0.13%
WGO	D	0.13%
SHOO	B	0.13%
ALKT	D	0.12%
AMP	B	0.12%
TROW	D	0.12%
DHI	C	0.12%
SQSP	A	0.12%
EIX	C	0.11%
FOXA	B	0.11%
AVT	C	0.11%
LHX	C	0.11%
EQH	C	0.11%
BKE	C	0.11%
SFM	B	0.11%
AGYS	D	0.11%
BBY	C	0.11%
ZBH	F	0.11%
SF	A	0.1%
DFIN	C	0.1%
KLG	C	0.1%
VEEV	C	0.1%
JXN	B	0.1%
COKE	C	0.1%
RJF	C	0.1%
MOG.A	B	0.1%
IDXX	D	0.1%
LZB	B	0.1%
VTR	C	0.09%
JEF	B	0.09%
O	C	0.09%
ETSY	F	0.09%
PJT	B	0.08%
MET	A	0.08%
BPOP	C	0.08%
HIMS	D	0.08%
VTRS	D	0.08%
F	F	0.08%
GOLF	F	0.08%
OFG	C	0.07%
LNTH	D	0.07%
APP	B	0.07%
CHTR	D	0.07%
UNM	B	0.07%
THO	D	0.07%
SRE	B	0.07%
WBA	F	0.06%
CPRX	C	0.06%
ABNB	D	0.06%
DOCS	A	0.06%
VSTO	C	0.06%
EPC	F	0.06%
PINC	D	0.06%
AIG	D	0.06%
FTDR	B	0.06%
CAH	C	0.06%
LMAT	B	0.05%
PRDO	D	0.05%
WOR	F	0.05%
SGH	F	0.05%
STE	C	0.05%
NWL	D	0.05%
AXS	B	0.05%
EVR	A	0.05%
DOCU	C	0.05%
PBH	C	0.04%
CBRE	A	0.04%
HLI	A	0.04%
BCO	A	0.04%
ZS	F	0.04%
FHI	B	0.04%
CASY	D	0.04%
BRBR	C	0.03%
LYV	B	0.03%
LTC	D	0.03%
CTRE	C	0.03%
APO	B	0.03%
MORN	B	0.03%
CFG	C	0.03%
MANH	A	0.03%
VCTR	B	0.03%
NRG	A	0.03%
DIS	D	0.03%
MRVL	C	0.03%
TNL	D	0.02%
CASH	B	0.02%
WHR	C	0.02%
COLM	C	0.02%
MMM	A	0.02%
ALL	B	0.02%
PFBC	D	0.02%
SNEX	B	0.02%
UE	B	0.01%
PIPR	A	0.01%
CNK	C	0.01%
SIRI	C	0.0%

HLGE Underweight 84 Positions Relative to USMV

Symbol	Grade	Weight
IBM	A	-1.7%
MSI	B	-1.64%
WCN	D	-1.55%
RSG	D	-1.52%
WM	D	-1.37%
CSCO	B	-1.29%
APH	C	-1.29%
AJG	D	-1.29%
ACN	C	-1.28%
MMC	C	-1.16%
TRV	B	-1.05%
AZO	D	-0.99%
CBOE	C	-0.87%
V	C	-0.83%
K	A	-0.81%
CTSH	C	-0.77%
KDP	B	-0.71%
TSN	D	-0.69%
MA	B	-0.67%
COR	D	-0.66%
ORLY	D	-0.63%
NEM	B	-0.58%
FI	A	-0.57%
MPC	D	-0.56%
KEYS	C	-0.54%
FANG	D	-0.53%
ERIE	B	-0.52%
TDY	C	-0.52%
CME	C	-0.51%
FFIV	B	-0.49%
AON	B	-0.49%
JNPR	A	-0.49%
AKAM	D	-0.45%
CDW	D	-0.45%
EG	C	-0.45%
KHC	C	-0.44%
BAH	B	-0.44%
XOM	D	-0.43%
WDAY	D	-0.42%
XEL	B	-0.42%
VRSK	D	-0.4%
CPB	B	-0.39%
CTVA	B	-0.37%
ROL	C	-0.37%
WTW	C	-0.36%
AFG	B	-0.34%
IT	A	-0.34%
NBIX	F	-0.33%
GEN	B	-0.32%
WRB	C	-0.3%
CVX	D	-0.3%
BMRN	F	-0.3%
FWONK	C	-0.29%
AIZ	B	-0.28%
GLW	B	-0.28%
L	D	-0.27%
ANET	A	-0.27%
ALNY	C	-0.25%
MOH	D	-0.23%
D	B	-0.23%
WMB	B	-0.23%
HRL	D	-0.22%
AZPN	B	-0.21%
MELI	B	-0.2%
CMS	B	-0.2%
HUBS	D	-0.18%
PKG	B	-0.18%
TW	B	-0.17%
LIN	B	-0.17%
DPZ	D	-0.17%
EOG	D	-0.15%
GOOG	D	-0.14%
OXY	F	-0.13%
HIG	B	-0.12%
LNT	B	-0.1%
ADP	B	-0.08%
PSX	D	-0.06%
KNX	D	-0.06%
OTIS	C	-0.06%
ULTA	D	-0.05%
VLO	F	-0.05%
BR	D	-0.05%
ATO	B	-0.05%
CRM	D	-0.04%