HLGE vs. USXF ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to iShares ESG Advanced MSCI USA ETF (USXF)

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

$31.89

Average Daily Volume

473

Number of Holdings ^*

339

* may have additional holdings in another (foreign) market

USXF

iShares ESG Advanced MSCI USA ETF

USXF Description

The investment seeks to track the investment results of the MSCI USA Choice ESG Screened Index (the “underlying index”). The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization U.S. companies with favorable environmental, social and governance (“ESG”) ratings while applying extensive screens, including removing fossil fuel exposure. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. It is non-diversified.

Grade (RS Rating)

Last Trade

$51.25

Average Daily Volume

80,951

Number of Holdings ^*

347

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	USXF
30 Days	-1.10%	0.71%
60 Days	1.43%	5.65%
90 Days	2.45%	5.98%
12 Months	27.45%	37.07%

121 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in USXF	Overlap
A	F	0.35%	0.18%	0.18%
ACGL	D	0.06%	0.18%	0.06%
ADBE	D	0.14%	1.1%	0.14%
ADI	D	0.6%	0.51%	0.51%
ADSK	B	0.28%	0.32%	0.28%
AFL	C	0.15%	0.28%	0.15%
AIG	C	0.06%	0.23%	0.06%
AMD	F	0.16%	1.1%	0.16%
AMGN	D	0.3%	0.76%	0.3%
AMP	A	0.15%	0.26%	0.15%
ANSS	B	0.16%	0.14%	0.14%
APO	A	0.04%	0.31%	0.04%
AVB	B	0.18%	0.16%	0.16%
AVGO	C	0.53%	3.68%	0.53%
AXP	B	0.27%	0.78%	0.27%
BBY	D	0.1%	0.09%	0.09%
BK	B	0.52%	0.27%	0.27%
BKNG	A	0.74%	0.8%	0.74%
BLK	B	0.18%	0.73%	0.18%
CB	C	0.24%	0.52%	0.24%
CBRE	B	0.04%	0.19%	0.04%
CDNS	B	0.28%	0.38%	0.28%
CHD	A	0.13%	0.12%	0.12%
CHTR	B	0.08%	0.17%	0.08%
CMCSA	B	0.54%	0.81%	0.54%
COF	B	0.19%	0.34%	0.19%
CRWD	B	0.35%	0.37%	0.35%
DGX	A	0.16%	0.09%	0.09%
DHI	D	0.1%	0.23%	0.1%
DHR	D	0.15%	0.75%	0.15%
DOCU	B	0.07%	0.08%	0.07%
EA	A	0.47%	0.19%	0.19%
EBAY	D	1.01%	0.15%	0.15%
ELV	F	0.53%	0.45%	0.45%
EQR	C	0.13%	0.12%	0.12%
FICO	B	0.81%	0.27%	0.27%
FSLR	F	0.16%	0.09%	0.09%
FTNT	B	0.72%	0.3%	0.3%
GDDY	A	0.27%	0.12%	0.12%
GEN	B	0.41%	0.08%	0.08%
GIS	F	0.08%	0.17%	0.08%
GRMN	B	0.28%	0.16%	0.16%
HBAN	B	0.28%	0.12%	0.12%
HCA	F	0.39%	0.33%	0.33%
HD	A	0.67%	1.89%	0.67%
HLT	A	0.21%	0.3%	0.21%
HOLX	D	0.11%	0.09%	0.09%
HPE	B	0.89%	0.13%	0.13%
HUM	D	0.25%	0.16%	0.16%
ICE	C	0.11%	0.42%	0.11%
IDXX	F	0.08%	0.17%	0.08%
INCY	C	0.24%	0.06%	0.06%
INTC	C	0.23%	0.49%	0.23%
INTU	B	0.33%	0.92%	0.33%
IRM	C	0.35%	0.16%	0.16%
KVUE	A	0.18%	0.21%	0.18%
LOW	C	0.73%	0.73%	0.73%
LYV	A	0.03%	0.1%	0.03%
MANH	D	0.03%	0.08%	0.03%
MCHP	F	0.6%	0.17%	0.17%
MCO	D	0.4%	0.37%	0.37%
MPWR	F	0.48%	0.15%	0.15%
MRVL	B	0.04%	0.38%	0.04%
MS	A	0.44%	0.76%	0.44%
MTB	A	0.43%	0.17%	0.17%
MTD	F	0.53%	0.13%	0.13%
MU	D	0.38%	0.55%	0.38%
NOW	B	0.88%	1.01%	0.88%
NTAP	C	0.79%	0.12%	0.12%
NVDA	A	1.17%	17.23%	1.17%
NVR	D	0.3%	0.13%	0.13%
NXPI	F	0.83%	0.27%	0.27%
ON	F	0.34%	0.14%	0.14%
PANW	B	0.52%	0.61%	0.52%
PGR	B	0.2%	0.73%	0.2%
PHM	D	0.23%	0.13%	0.13%
PNC	B	0.41%	0.4%	0.4%
PRU	B	0.27%	0.21%	0.21%
PSTG	F	0.79%	0.07%	0.07%
PTC	B	0.26%	0.11%	0.11%
QCOM	F	0.89%	0.86%	0.86%
QRVO	F	0.16%	0.03%	0.03%
RCL	A	0.25%	0.27%	0.25%
REGN	F	0.43%	0.42%	0.42%
RF	A	0.29%	0.11%	0.11%
RJF	A	0.13%	0.15%	0.13%
RMD	C	0.22%	0.17%	0.17%
ROP	C	0.08%	0.29%	0.08%
ROST	D	0.17%	0.22%	0.17%
SNPS	C	0.24%	0.4%	0.24%
SPG	A	0.18%	0.27%	0.18%
SPGI	D	0.14%	0.76%	0.14%
STE	D	0.04%	0.1%	0.04%
STT	B	0.31%	0.13%	0.13%
STX	D	0.79%	0.09%	0.09%
SWKS	F	0.36%	0.07%	0.07%
SYF	B	0.25%	0.12%	0.12%
SYK	A	0.4%	0.63%	0.4%
TFC	A	0.13%	0.3%	0.13%
TGT	B	0.37%	0.34%	0.34%
TJX	A	0.63%	0.64%	0.63%
TROW	B	0.13%	0.12%	0.12%
TSCO	D	0.19%	0.14%	0.14%
TXN	C	0.92%	0.92%	0.92%
TYL	B	0.21%	0.12%	0.12%
USB	B	0.28%	0.37%	0.28%
UTHR	C	0.3%	0.08%	0.08%
VEEV	C	0.1%	0.17%	0.1%
VRSN	F	0.07%	0.08%	0.07%
VRTX	D	0.68%	0.6%	0.6%
VTR	B	0.08%	0.12%	0.08%
VZ	C	0.34%	0.8%	0.34%
WAT	C	0.2%	0.11%	0.11%
WBA	F	0.05%	0.03%	0.03%
WDC	F	0.74%	0.1%	0.1%
WELL	A	0.3%	0.38%	0.3%
WSM	D	0.12%	0.08%	0.08%
YUM	D	0.28%	0.18%	0.18%
ZBH	C	0.11%	0.11%	0.11%
ZS	B	0.05%	0.09%	0.05%
ZTS	D	0.41%	0.37%	0.37%

HLGE Overweight 218 Positions Relative to USXF

Symbol	Grade	Weight
CARG	B	1.18%
META	C	1.06%
AMZN	B	1.05%
GOOGL	B	1.03%
ORCL	A	1.03%
DELL	B	0.94%
CARS	C	0.94%
CVLT	B	0.89%
YELP	C	0.86%
MSFT	D	0.83%
AAPL	C	0.82%
HPQ	B	0.82%
WMT	A	0.82%
JWN	C	0.76%
DDS	B	0.75%
GM	B	0.74%
JNJ	D	0.73%
TMUS	B	0.7%
MCK	A	0.68%
CL	D	0.67%
DLB	F	0.66%
PRGS	B	0.66%
MTCH	F	0.6%
NFLX	A	0.6%
UNH	C	0.57%
CRUS	F	0.57%
TRIP	F	0.57%
AXNX	A	0.57%
PI	D	0.56%
LMT	D	0.54%
GILD	C	0.54%
KR	B	0.54%
OLED	F	0.53%
GS	B	0.53%
M	D	0.53%
BSX	A	0.52%
LLY	F	0.52%
COST	A	0.51%
T	A	0.5%
CORT	C	0.49%
PINS	F	0.49%
MRK	F	0.46%
BRK.A	B	0.44%
C	B	0.44%
AMED	F	0.43%
SNAP	D	0.42%
KO	D	0.41%
ACI	C	0.41%
OLLI	D	0.41%
VRNS	D	0.39%
WFC	A	0.39%
QLYS	C	0.38%
BAC	A	0.38%
FITB	B	0.37%
JPM	A	0.36%
IAC	D	0.36%
CALM	A	0.36%
BMY	A	0.35%
ISRG	A	0.35%
CI	D	0.35%
GD	D	0.35%
CW	B	0.34%
UBER	F	0.34%
MTSI	B	0.34%
XRX	F	0.33%
PEP	F	0.33%
TMO	F	0.33%
ABT	A	0.33%
ABBV	F	0.33%
SO	C	0.32%
PG	C	0.32%
DIOD	F	0.32%
RTX	D	0.32%
DUK	C	0.31%
EDR	A	0.31%
KMB	C	0.3%
HEI	A	0.28%
MCRI	A	0.28%
ETR	A	0.28%
MDT	D	0.28%
SYY	D	0.27%
SMTC	C	0.26%
KTB	A	0.26%
EXEL	B	0.25%
PEG	C	0.25%
OGN	F	0.25%
TENB	D	0.24%
JHG	B	0.24%
MSGS	B	0.24%
COLL	F	0.24%
COR	B	0.24%
WMK	B	0.23%
ZUO	B	0.23%
HON	B	0.23%
POWI	D	0.22%
NYT	D	0.22%
PFE	F	0.21%
PPL	A	0.21%
ITCI	B	0.21%
CINF	A	0.21%
TDG	D	0.21%
LRN	A	0.21%
PRG	C	0.21%
EHC	B	0.21%
BJ	B	0.2%
SMCI	F	0.2%
LAMR	D	0.2%
HRB	D	0.2%
CNC	F	0.2%
ACIW	B	0.2%
CRDO	B	0.19%
BOX	B	0.18%
ZETA	D	0.18%
FCNCA	A	0.18%
APP	A	0.18%
HSY	F	0.17%
NOC	D	0.17%
PSMT	D	0.17%
LOPE	B	0.16%
ADUS	D	0.16%
APPN	C	0.16%
CRVL	A	0.16%
UPBD	C	0.16%
CHE	F	0.16%
IMKTA	C	0.16%
VICI	C	0.15%
KSS	F	0.15%
SFM	A	0.15%
MMSI	A	0.15%
TDC	D	0.15%
ORI	A	0.14%
FOXA	B	0.14%
NHI	D	0.14%
PDCO	F	0.14%
FLO	D	0.14%
WGO	D	0.14%
ALKT	B	0.14%
FE	C	0.14%
SF	B	0.13%
SHOO	D	0.13%
AGYS	A	0.13%
AEP	C	0.13%
BDX	F	0.13%
BKE	B	0.12%
SHO	D	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%
LHX	B	0.11%
ED	C	0.1%
PJT	B	0.1%
EIX	C	0.1%
HIMS	C	0.1%
KLG	D	0.09%
ETSY	D	0.09%
COKE	C	0.09%
UNM	A	0.09%
O	C	0.08%
SRE	A	0.08%
THO	C	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%
PINC	B	0.07%
FTDR	B	0.07%
BPOP	C	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%
AEE	A	0.06%
ABNB	D	0.06%
CAH	B	0.06%
EVR	B	0.06%
OFG	B	0.06%
FHI	B	0.05%
LMAT	A	0.05%
LNTH	F	0.05%
EPC	F	0.05%
NRG	B	0.04%
WEC	A	0.04%
MDLZ	F	0.04%
VCTR	B	0.04%
DIS	B	0.04%
PBH	A	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	C	0.03%
SNEX	B	0.03%
CNK	A	0.03%
BRBR	A	0.03%
MORN	B	0.03%
MCD	D	0.03%
CFG	B	0.03%
BCO	F	0.03%
COLM	B	0.02%
MMM	D	0.02%
TNL	B	0.02%
CASH	B	0.02%
WHR	B	0.02%
ALL	A	0.02%
ANIP	D	0.01%
UE	A	0.01%
AMG	C	0.01%
CVS	F	0.01%
PIPR	B	0.01%

HLGE Underweight 226 Positions Relative to USXF

Symbol	Grade	Weight
V	A	-2.3%
MA	B	-2.07%
LIN	D	-1.03%
AMAT	F	-0.73%
ETN	B	-0.7%
FI	A	-0.59%
ADP	B	-0.59%
SCHW	A	-0.56%
MMC	D	-0.52%
ANET	C	-0.5%
DE	C	-0.49%
PLD	D	-0.49%
LRCX	F	-0.47%
SHW	C	-0.44%
TT	A	-0.44%
WM	B	-0.43%
MELI	D	-0.43%
AMT	D	-0.43%
GEV	A	-0.42%
KLAC	F	-0.42%
PH	B	-0.42%
EQIX	A	-0.41%
PYPL	B	-0.41%
APH	B	-0.41%
CME	A	-0.39%
CTAS	B	-0.39%
ITW	B	-0.38%
AON	B	-0.35%
ORLY	B	-0.34%
CRH	B	-0.33%
APD	A	-0.33%
AJG	B	-0.3%
PCAR	C	-0.29%
DLR	A	-0.28%
TRV	A	-0.28%
WDAY	C	-0.27%
URI	B	-0.27%
AZO	C	-0.26%
MSTR	A	-0.26%
PSA	C	-0.25%
GWW	B	-0.25%
DASH	A	-0.25%
FAST	B	-0.23%
PWR	A	-0.23%
NEM	D	-0.23%
PAYX	B	-0.23%
CMI	A	-0.23%
WCN	A	-0.23%
FIS	C	-0.23%
CPRT	B	-0.23%
TEL	C	-0.22%
RSG	A	-0.22%
VRT	A	-0.21%
HWM	A	-0.21%
CCI	C	-0.21%
ODFL	B	-0.21%
DFS	B	-0.21%
AME	A	-0.21%
FERG	C	-0.2%
IR	B	-0.2%
AXON	A	-0.2%
IT	C	-0.2%
TEAM	A	-0.19%
GLW	B	-0.19%
EW	C	-0.19%
OTIS	C	-0.19%
CTSH	C	-0.19%
VRSK	B	-0.19%
MLM	B	-0.18%
SNOW	C	-0.18%
VMC	B	-0.18%
KDP	D	-0.18%
IQV	F	-0.18%
WAB	B	-0.17%
LULU	C	-0.17%
GEHC	D	-0.17%
HUBS	B	-0.16%
ALNY	D	-0.16%
NDAQ	A	-0.16%
DDOG	A	-0.16%
HIG	B	-0.16%
CSGP	F	-0.15%
ROK	B	-0.15%
WTW	B	-0.15%
DXCM	C	-0.14%
GPN	C	-0.14%
XYL	D	-0.14%
BR	B	-0.13%
DECK	A	-0.13%
BRO	B	-0.13%
NET	B	-0.13%
DOV	B	-0.13%
KEYS	C	-0.13%
PPG	F	-0.13%
BIIB	F	-0.12%
VLTO	C	-0.12%
AWK	C	-0.12%
CDW	F	-0.12%
SW	A	-0.12%
FTV	D	-0.12%
IFF	D	-0.11%
BAH	D	-0.11%
SBAC	D	-0.11%
ILMN	C	-0.11%
LPLA	A	-0.11%
WST	D	-0.11%
EME	A	-0.11%
HUBB	B	-0.11%
OMC	C	-0.1%
PFG	C	-0.1%
CLX	A	-0.1%
INVH	D	-0.1%
ZBRA	B	-0.1%
CBOE	C	-0.1%
MDB	C	-0.1%
PKG	B	-0.1%
WBD	B	-0.1%
STLD	B	-0.1%
CSL	C	-0.1%
BLDR	D	-0.1%
NTRS	A	-0.1%
K	B	-0.1%
ULTA	F	-0.09%
KEY	B	-0.09%
RS	B	-0.09%
FDS	B	-0.09%
WSO	A	-0.09%
MOH	F	-0.09%
IP	A	-0.09%
BALL	D	-0.09%
SNA	B	-0.09%
PODD	B	-0.09%
MKC	D	-0.09%
LII	A	-0.09%
DRI	C	-0.09%
TRU	D	-0.09%
EG	D	-0.08%
ENTG	F	-0.08%
AVY	D	-0.08%
DG	F	-0.08%
OC	A	-0.08%
KIM	A	-0.08%
EXPD	D	-0.08%
FWONK	B	-0.08%
TER	F	-0.08%
ARE	F	-0.08%
GPC	F	-0.08%
PNR	B	-0.08%
IEX	B	-0.08%
MAS	D	-0.08%
RPM	B	-0.08%
TRMB	B	-0.08%
AKAM	F	-0.07%
NDSN	D	-0.07%
MRNA	F	-0.07%
FFIV	B	-0.07%
TOST	A	-0.07%
EPAM	C	-0.07%
EL	F	-0.07%
AVTR	F	-0.07%
RVTY	D	-0.07%
ROL	B	-0.07%
JBL	C	-0.07%
DT	C	-0.07%
ACM	B	-0.07%
DPZ	C	-0.07%
DOC	D	-0.07%
CF	A	-0.07%
ALGN	D	-0.07%
TWLO	A	-0.07%
JBHT	C	-0.07%
PAYC	B	-0.06%
TECH	F	-0.06%
BXP	D	-0.06%
KMX	C	-0.06%
SJM	D	-0.06%
WPC	C	-0.06%
AMH	C	-0.06%
CG	B	-0.06%
ALLE	D	-0.06%
JNPR	D	-0.06%
DAY	B	-0.06%
BMRN	F	-0.06%
OKTA	D	-0.06%
HST	D	-0.06%
CHRW	B	-0.06%
NBIX	C	-0.06%
JKHY	D	-0.06%
REG	A	-0.06%
CAG	F	-0.06%
SWK	F	-0.06%
POOL	D	-0.06%
FBIN	F	-0.05%
NLY	C	-0.05%
RPRX	F	-0.05%
ALLY	C	-0.05%
LKQ	F	-0.05%
MKTX	D	-0.05%
SOLV	F	-0.05%
CTLT	D	-0.05%
IOT	A	-0.05%
AIZ	A	-0.05%
IPG	F	-0.05%
CRL	D	-0.05%
CCK	D	-0.05%
LW	C	-0.05%
BSY	D	-0.04%
ENPH	F	-0.04%
DVA	C	-0.04%
MOS	D	-0.04%
CPB	D	-0.04%
HSIC	C	-0.04%
TTC	F	-0.04%
AOS	F	-0.04%
CNH	C	-0.04%
HRL	D	-0.04%
KNX	B	-0.04%
TFX	F	-0.04%
EXAS	D	-0.04%
BEN	C	-0.03%
UHAL	D	-0.03%
BBWI	C	-0.03%
H	B	-0.03%
AZPN	A	-0.03%
BIO	C	-0.03%
WLK	F	-0.02%