HLGE vs. USVM ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM)

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

USVM

VictoryShares USAA MSCI USA Small Cap Value Momentum ETF

USVM Description

The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the MSCI USA Small Cap Select Value Momentum Blend Index. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its assets in securities in the index. The index is designed to deliver exposure to equity securities of small-capitalization U.S. issuers within the MSCI USA Small Cap Index (the parent index) that have higher exposure to value and momentum factors while also maintaining moderate index turnover and lower realized volatility than traditional capitalization weighted indexes.

Grade (RS Rating)

Last Trade

$85.24

Average Daily Volume

13,610

Number of Holdings ^*

275

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	USVM
30 Days	1.85%	5.47%
60 Days	3.29%	5.22%
90 Days	3.28%	10.59%
12 Months	28.68%	30.74%

38 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in USVM	Overlap
APP	C	0.07%	0.2%	0.07%
AVT	C	0.11%	0.47%	0.11%
BPOP	C	0.08%	0.48%	0.08%
CALM	A	0.28%	0.42%	0.28%
COKE	C	0.1%	0.46%	0.1%
COLL	C	0.31%	0.32%	0.31%
CVLT	B	0.8%	0.65%	0.65%
DDS	F	0.6%	0.22%	0.22%
EHC	C	0.21%	0.62%	0.21%
EXEL	C	0.2%	0.47%	0.2%
HRB	C	0.22%	0.56%	0.22%
IAC	C	0.41%	0.34%	0.34%
JEF	B	0.09%	0.61%	0.09%
JXN	A	0.1%	0.37%	0.1%
KSS	F	0.16%	0.17%	0.16%
LRN	B	0.18%	0.4%	0.18%
M	F	0.53%	0.17%	0.17%
MOG.A	B	0.1%	0.45%	0.1%
MTSI	D	0.28%	0.33%	0.28%
NHI	C	0.15%	0.66%	0.15%
NRG	C	0.03%	0.38%	0.03%
OGN	D	0.35%	0.24%	0.24%
PBH	B	0.04%	0.56%	0.04%
PINC	C	0.06%	0.54%	0.06%
QRVO	F	0.27%	0.36%	0.27%
SF	A	0.1%	0.54%	0.1%
SFM	B	0.11%	0.49%	0.11%
SMTC	C	0.23%	0.18%	0.18%
THO	D	0.07%	0.31%	0.07%
UNM	B	0.07%	0.5%	0.07%
UTHR	C	0.27%	0.54%	0.27%
VCTR	B	0.03%	0.4%	0.03%
VRNS	C	0.41%	0.44%	0.41%
VSTO	C	0.06%	0.3%	0.06%
WGO	D	0.13%	0.32%	0.13%
WOR	D	0.05%	0.24%	0.05%
WSM	D	0.13%	0.25%	0.13%
XRX	D	0.41%	0.2%	0.2%

HLGE Overweight 300 Positions Relative to USVM

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%
QCOM	D	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%
JNJ	C	0.82%
NTAP	D	0.82%
DELL	D	0.82%
WMT	C	0.81%
CL	D	0.81%
PSTG	F	0.8%
CRUS	D	0.79%
HPQ	D	0.78%
JWN	C	0.78%
NOW	B	0.78%
MPWR	C	0.78%
WDC	D	0.77%
HPE	D	0.74%
ELV	C	0.74%
MCHP	F	0.73%
LOW	B	0.71%
VRTX	D	0.7%
MTCH	C	0.7%
FICO	B	0.68%
REGN	C	0.67%
OLED	C	0.67%
ADI	C	0.66%
DLB	D	0.66%
HD	B	0.65%
TJX	B	0.65%
LLY	C	0.64%
TMUS	C	0.62%
GM	C	0.62%
MTD	D	0.62%
BKNG	C	0.61%
MCK	F	0.6%
LMT	C	0.59%
FTNT	C	0.59%
PRGS	C	0.59%
UNH	C	0.59%
AXNX	B	0.58%
PI	B	0.58%
MRK	D	0.56%
TRIP	F	0.55%
AVGO	C	0.54%
COST	B	0.53%
BSX	B	0.52%
KR	C	0.52%
SMCI	F	0.51%
GILD	B	0.51%
T	C	0.51%
PINS	F	0.51%
NFLX	B	0.51%
CMCSA	D	0.49%
PANW	D	0.48%
BK	B	0.48%
AMED	C	0.48%
KO	C	0.47%
HCA	B	0.46%
ZTS	C	0.46%
GS	C	0.45%
OLLI	C	0.45%
SWKS	D	0.44%
BRK.A	C	0.44%
ACI	F	0.43%
EA	D	0.43%
SYK	C	0.41%
CI	C	0.41%
MCO	B	0.41%
TMO	B	0.4%
ABBV	C	0.4%
C	C	0.38%
A	C	0.38%
VZ	B	0.38%
SNAP	F	0.38%
PEP	C	0.37%
DIOD	F	0.37%
TGT	C	0.37%
GD	B	0.37%
IRM	C	0.37%
AMGN	B	0.36%
PNC	B	0.36%
ON	D	0.36%
PG	C	0.35%
ABT	C	0.35%
MTB	B	0.35%
MU	F	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%
KMB	D	0.33%
EDR	A	0.32%
NVR	B	0.32%
JPM	D	0.32%
INTU	C	0.32%
WELL	C	0.31%
HUM	F	0.31%
MDT	C	0.31%
CW	B	0.3%
BMY	C	0.3%
SYY	D	0.29%
YUM	D	0.29%
ZETA	C	0.29%
STT	A	0.29%
WFC	D	0.29%
TEL	D	0.28%
CNC	D	0.27%
HEI	B	0.27%
CRWD	D	0.27%
PHM	B	0.26%
USB	B	0.26%
RF	B	0.26%
CDNS	D	0.26%
MCRI	C	0.26%
PRU	C	0.26%
ETR	B	0.25%
AXP	B	0.25%
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%
NYT	C	0.23%
GDDY	C	0.23%
MSGS	B	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%
FSLR	C	0.2%
AVB	B	0.2%
CINF	B	0.2%
TSCO	C	0.2%
PGR	B	0.2%
JHG	B	0.2%
HSY	C	0.2%
INCY	C	0.2%
AMD	D	0.19%
ROST	C	0.19%
BJ	D	0.19%
NOC	B	0.19%
SYF	C	0.19%
ITCI	D	0.19%
HLT	B	0.19%
ADUS	B	0.18%
PSMT	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%
CHE	C	0.17%
AFL	C	0.16%
ADBE	F	0.16%
DGX	B	0.16%
FE	C	0.16%
BDX	D	0.15%
CRVL	B	0.15%
COF	B	0.15%
MMSI	B	0.15%
PDCO	F	0.15%
AEP	C	0.15%
TDC	F	0.15%
FLO	C	0.15%
ANSS	D	0.15%
SPGI	B	0.15%
BLK	B	0.15%
EQR	B	0.14%
APPN	D	0.14%
LOPE	D	0.14%
FCNCA	D	0.14%
TFC	C	0.13%
SHO	C	0.13%
CHD	D	0.13%
ORI	B	0.13%
CRDO	D	0.13%
SHOO	B	0.13%
ICE	C	0.12%
ALKT	D	0.12%
HOLX	B	0.12%
AMP	A	0.12%
TROW	D	0.12%
DHI	B	0.12%
SQSP	A	0.12%
EIX	C	0.11%
FOXA	B	0.11%
LHX	C	0.11%
EQH	C	0.11%
BKE	B	0.11%
ED	C	0.11%
AGYS	D	0.11%
BBY	C	0.11%
ZBH	F	0.11%
GIS	B	0.1%
DFIN	B	0.1%
KLG	C	0.1%
VEEV	C	0.1%
RJF	C	0.1%
IDXX	C	0.1%
LZB	C	0.1%
ROP	C	0.09%
DTE	C	0.09%
VTR	C	0.09%
O	C	0.09%
ETSY	F	0.09%
PJT	B	0.08%
MET	B	0.08%
HIMS	D	0.08%
VTRS	D	0.08%
F	F	0.08%
GOLF	D	0.08%
OFG	C	0.07%
VRSN	D	0.07%
LNTH	D	0.07%
CHTR	D	0.07%
SRE	C	0.07%
WBA	F	0.06%
CPRX	A	0.06%
ABNB	D	0.06%
DOCS	B	0.06%
EPC	F	0.06%
AEE	C	0.06%
AIG	D	0.06%
FTDR	B	0.06%
CAH	C	0.06%
ACGL	C	0.06%
MDLZ	B	0.05%
LMAT	C	0.05%
PRDO	D	0.05%
SGH	F	0.05%
STE	C	0.05%
NWL	C	0.05%
AXS	B	0.05%
EVR	A	0.05%
DOCU	C	0.05%
CBRE	A	0.04%
HLI	B	0.04%
WEC	C	0.04%
MKL	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%
APO	C	0.03%
MORN	C	0.03%
CFG	C	0.03%
MANH	B	0.03%
MCD	B	0.03%
DIS	D	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%
ALL	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 237 Positions Relative to USVM

Symbol	Grade	Weight
INGR	B	-0.75%
DTM	B	-0.71%
ENSG	B	-0.7%
GBDC	C	-0.7%
CACI	B	-0.65%
PSN	B	-0.65%
GWRE	A	-0.64%
FFIV	B	-0.64%
INVA	B	-0.63%
MTG	B	-0.63%
ESNT	B	-0.62%
MUSA	D	-0.6%
SBRA	C	-0.6%
POST	C	-0.6%
CSWI	B	-0.59%
MDU	C	-0.58%
CNO	B	-0.58%
UHS	B	-0.58%
RGA	C	-0.57%
AKR	B	-0.56%
AIZ	B	-0.56%
CLH	A	-0.51%
RDN	C	-0.51%
TAP	D	-0.5%
SNDR	B	-0.49%
IDCC	B	-0.49%
ESGR	D	-0.49%
SKT	B	-0.49%
HSIC	C	-0.49%
HNI	C	-0.49%
COOP	C	-0.49%
ARW	C	-0.49%
AGO	C	-0.48%
GEF	D	-0.48%
GHC	B	-0.48%
GRBK	B	-0.47%
MLI	A	-0.47%
TXRH	C	-0.46%
NSIT	D	-0.46%
CNX	B	-0.46%
SNX	D	-0.46%
EXP	B	-0.45%
R	A	-0.45%
ALSN	B	-0.44%
JLL	B	-0.43%
RLJ	D	-0.43%
SAIC	C	-0.43%
STC	B	-0.43%
PATK	B	-0.42%
SWX	C	-0.42%
MHK	C	-0.42%
TGNA	D	-0.41%
AYI	B	-0.41%
NAVI	C	-0.41%
BIO	C	-0.41%
GNW	B	-0.41%
EME	B	-0.41%
ADMA	B	-0.41%
H	C	-0.41%
CUZ	B	-0.41%
PFSI	C	-0.41%
TNC	F	-0.41%
IIPR	B	-0.4%
PLUS	A	-0.4%
GMS	D	-0.4%
SLM	D	-0.4%
TMHC	A	-0.39%
GPI	B	-0.39%
HQY	C	-0.39%
UVV	D	-0.39%
ESAB	C	-0.39%
RUSHA	C	-0.39%
FSS	D	-0.39%
AL	D	-0.38%
MATX	B	-0.38%
ASB	D	-0.38%
APG	D	-0.38%
KBH	A	-0.38%
SPB	C	-0.38%
TPH	C	-0.38%
OMF	D	-0.37%
TOL	B	-0.37%
CACC	F	-0.37%
ARI	F	-0.37%
DXC	C	-0.37%
MHO	B	-0.37%
VNT	F	-0.37%
CHRD	F	-0.36%
SKX	D	-0.36%
ESRT	B	-0.36%
WING	B	-0.36%
JBGS	C	-0.36%
SKYW	C	-0.36%
AROC	D	-0.35%
BECN	D	-0.35%
CMC	D	-0.35%
NMRK	A	-0.35%
GPOR	D	-0.35%
HIW	B	-0.35%
UFPI	C	-0.35%
ITGR	A	-0.35%
CHK	D	-0.35%
IVZ	B	-0.35%
ROAD	B	-0.35%
RL	C	-0.34%
ENOV	D	-0.34%
CRC	C	-0.34%
CCS	B	-0.34%
AN	D	-0.33%
PRIM	B	-0.33%
MTH	A	-0.33%
PHIN	B	-0.33%
SEM	D	-0.33%
THC	A	-0.33%
CXW	F	-0.32%
VSH	F	-0.32%
DVA	B	-0.32%
QTWO	B	-0.32%
DINO	F	-0.32%
GIII	C	-0.31%
OVV	F	-0.31%
FYBR	C	-0.31%
BHF	F	-0.31%
AZZ	D	-0.31%
GFF	D	-0.31%
CRL	F	-0.31%
CAL	F	-0.31%
UGI	C	-0.31%
PRGO	D	-0.31%
RDNT	B	-0.3%
PR	F	-0.3%
COHR	C	-0.3%
AZTA	F	-0.3%
LPX	B	-0.3%
AMWD	D	-0.3%
NXST	D	-0.3%
ANDE	D	-0.3%
TTMI	D	-0.29%
BTU	D	-0.29%
ABG	D	-0.29%
INSW	D	-0.29%
CWEN	C	-0.29%
GEO	F	-0.28%
MOS	F	-0.28%
CNM	F	-0.28%
VNO	B	-0.28%
BCC	B	-0.28%
SCS	D	-0.28%
NTRA	C	-0.28%
IBP	D	-0.28%
NTCT	C	-0.28%
SLVM	B	-0.28%
FIX	B	-0.28%
PK	D	-0.28%
PEB	D	-0.28%
GKOS	C	-0.27%
BZH	B	-0.27%
LNC	D	-0.27%
IDYA	F	-0.27%
UAA	C	-0.27%
AMKR	F	-0.27%
ALLY	F	-0.27%
CUBI	F	-0.27%
DKS	D	-0.27%
KRC	B	-0.27%
SM	F	-0.27%
CIVI	F	-0.27%
UFPT	B	-0.26%
NATL	D	-0.26%
BLD	D	-0.26%
LEVI	C	-0.26%
ATSG	D	-0.26%
XPO	D	-0.25%
HE	F	-0.25%
AEO	F	-0.25%
REVG	D	-0.25%
SLG	B	-0.25%
MAC	B	-0.25%
GBX	C	-0.25%
ODP	F	-0.24%
IESC	C	-0.24%
VECO	F	-0.24%
SAH	D	-0.24%
FWRG	F	-0.24%
VCEL	D	-0.23%
MSGE	B	-0.23%
MOD	A	-0.23%
SANM	D	-0.23%
INFA	D	-0.23%
MEDP	F	-0.23%
DFH	C	-0.22%
ONTO	D	-0.22%
HCC	F	-0.22%
ARCH	F	-0.22%
PBF	F	-0.21%
UCTT	F	-0.21%
STRL	B	-0.21%
RYI	D	-0.21%
RAMP	F	-0.21%
GES	F	-0.21%
FTRE	D	-0.21%
PVH	F	-0.21%
TDS	C	-0.2%
ALGT	F	-0.2%
CVNA	B	-0.19%
ELAN	D	-0.19%
FORM	F	-0.19%
RXST	C	-0.19%
VSTS	D	-0.19%
CLF	F	-0.19%
GT	F	-0.19%
JBLU	D	-0.18%
SIG	C	-0.18%
JELD	D	-0.18%
USM	C	-0.18%
PLAB	F	-0.18%
ANF	D	-0.17%
LPG	F	-0.17%
SATS	C	-0.16%
VIR	F	-0.16%
HPP	D	-0.16%
DYN	D	-0.15%
OSCR	B	-0.15%
PARA	F	-0.15%
OMI	D	-0.15%
VERA	C	-0.14%
POWL	C	-0.13%
VKTX	C	-0.13%
AMR	F	-0.13%
MPW	C	-0.13%
CAR	F	-0.12%
GAP	F	-0.12%
CENX	D	-0.12%
MSTR	D	-0.12%
HTZ	F	-0.1%
CHGG	F	-0.09%
CLSK	F	-0.08%