HLGE vs. VFH ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to Vanguard Financials ETF - DNQ (VFH)
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
VFH

Vanguard Financials ETF - DNQ

VFH Description The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index (IMI)/Financials 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the financials sector, as classified under the Global Industry Classification Standard (GICS). It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$124.79

Average Daily Volume

334,507

Number of Holdings *

381

* may have additional holdings in another (foreign) market
Performance
Period HLGE VFH
30 Days 3.61% 9.01%
60 Days 3.94% 13.11%
90 Days 5.95% 16.11%
12 Months 29.57% 49.19%
62 Overlapping Holdings
Symbol Grade Weight in HLGE Weight in VFH Overlap
ACGL D 0.06% 0.49% 0.06%
AFL B 0.15% 0.76% 0.15%
AIG B 0.06% 0.67% 0.06%
ALL A 0.02% 0.66% 0.02%
AMG B 0.01% 0.08% 0.01%
AMP A 0.15% 0.68% 0.15%
APO B 0.04% 0.76% 0.04%
AXP A 0.27% 2.08% 0.27%
AXS A 0.06% 0.08% 0.06%
BAC A 0.38% 3.93% 0.38%
BK A 0.52% 0.74% 0.52%
BLK C 0.18% 1.95% 0.18%
BPOP B 0.07% 0.09% 0.07%
BRK.A B 0.44% 7.98% 0.44%
C A 0.44% 1.63% 0.44%
CASH A 0.02% 0.02% 0.02%
CB C 0.24% 1.46% 0.24%
CFG B 0.03% 0.26% 0.03%
CINF A 0.21% 0.29% 0.21%
COF B 0.19% 0.83% 0.19%
DFIN D 0.08% 0.02% 0.02%
EQH B 0.12% 0.2% 0.12%
EVR B 0.06% 0.13% 0.06%
FCNCA A 0.18% 0.26% 0.18%
FHI A 0.05% 0.04% 0.04%
FITB A 0.37% 0.4% 0.37%
GS A 0.53% 2.23% 0.53%
HBAN A 0.28% 0.3% 0.28%
HLI B 0.04% 0.12% 0.04%
ICE C 0.11% 1.19% 0.11%
JEF A 0.11% 0.14% 0.11%
JHG A 0.24% 0.07% 0.07%
JPM A 0.36% 8.51% 0.36%
JXN C 0.12% 0.1% 0.1%
MCO B 0.4% 1.0% 0.4%
MET A 0.08% 0.63% 0.08%
MKL A 0.04% 0.27% 0.04%
MORN B 0.03% 0.12% 0.03%
MS A 0.44% 1.89% 0.44%
MTB A 0.43% 0.43% 0.43%
OFG B 0.06% 0.02% 0.02%
ORI A 0.14% 0.12% 0.12%
PFBC B 0.03% 0.01% 0.01%
PGR A 0.2% 1.9% 0.2%
PIPR B 0.01% 0.07% 0.01%
PJT A 0.1% 0.04% 0.04%
PNC B 0.41% 1.0% 0.41%
PRG C 0.21% 0.03% 0.03%
PRU A 0.27% 0.59% 0.27%
RF A 0.29% 0.29% 0.29%
RJF A 0.13% 0.39% 0.13%
SF B 0.13% 0.14% 0.13%
SNEX B 0.03% 0.03% 0.03%
SPGI C 0.14% 2.05% 0.14%
STT A 0.31% 0.37% 0.31%
SYF B 0.25% 0.29% 0.25%
TFC A 0.13% 0.77% 0.13%
TROW B 0.13% 0.33% 0.13%
UNM A 0.09% 0.16% 0.09%
USB A 0.28% 1.01% 0.28%
VCTR B 0.04% 0.03% 0.03%
WFC A 0.39% 3.02% 0.39%
HLGE Overweight 277 Positions Relative to VFH
Symbol Grade Weight
CARG C 1.18%
NVDA C 1.17%
META D 1.06%
AMZN C 1.05%
GOOGL C 1.03%
ORCL B 1.03%
EBAY D 1.01%
DELL C 0.94%
CARS B 0.94%
TXN C 0.92%
HPE B 0.89%
CVLT B 0.89%
QCOM F 0.89%
NOW A 0.88%
YELP C 0.86%
NXPI D 0.83%
MSFT F 0.83%
AAPL C 0.82%
HPQ B 0.82%
WMT A 0.82%
FICO B 0.81%
PSTG D 0.79%
STX D 0.79%
NTAP C 0.79%
JWN C 0.76%
DDS B 0.75%
WDC D 0.74%
GM B 0.74%
BKNG A 0.74%
JNJ D 0.73%
LOW D 0.73%
FTNT C 0.72%
TMUS B 0.7%
VRTX F 0.68%
MCK B 0.68%
HD A 0.67%
CL D 0.67%
DLB B 0.66%
PRGS A 0.66%
TJX A 0.63%
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%
CMCSA B 0.54%
LMT D 0.54%
GILD C 0.54%
KR B 0.54%
ELV F 0.53%
OLED D 0.53%
AVGO D 0.53%
M D 0.53%
MTD D 0.53%
BSX B 0.52%
LLY F 0.52%
PANW C 0.52%
COST B 0.51%
T A 0.5%
CORT B 0.49%
PINS D 0.49%
MPWR F 0.48%
EA A 0.47%
MRK F 0.46%
REGN F 0.43%
AMED F 0.43%
SNAP C 0.42%
KO D 0.41%
ZTS D 0.41%
ACI C 0.41%
OLLI D 0.41%
GEN B 0.41%
SYK C 0.4%
VRNS D 0.39%
HCA F 0.39%
QLYS C 0.38%
MU D 0.38%
TGT F 0.37%
IAC D 0.36%
CALM A 0.36%
SWKS F 0.36%
CRWD B 0.35%
A D 0.35%
BMY B 0.35%
ISRG A 0.35%
CI F 0.35%
GD F 0.35%
IRM D 0.35%
ON D 0.34%
CW B 0.34%
VZ C 0.34%
UBER D 0.34%
MTSI B 0.34%
XRX F 0.33%
PEP F 0.33%
INTU C 0.33%
TMO F 0.33%
ABT B 0.33%
ABBV D 0.33%
SO D 0.32%
PG A 0.32%
DIOD D 0.32%
RTX C 0.32%
DUK C 0.31%
EDR A 0.31%
UTHR C 0.3%
KMB D 0.3%
WELL A 0.3%
AMGN D 0.3%
NVR D 0.3%
HEI B 0.28%
GRMN B 0.28%
MCRI A 0.28%
CDNS B 0.28%
YUM B 0.28%
ETR B 0.28%
MDT D 0.28%
ADSK A 0.28%
SYY B 0.27%
GDDY A 0.27%
SMTC B 0.26%
PTC A 0.26%
KTB B 0.26%
RCL A 0.25%
EXEL B 0.25%
PEG A 0.25%
OGN D 0.25%
HUM C 0.25%
TENB C 0.24%
INCY C 0.24%
SNPS B 0.24%
MSGS A 0.24%
COLL F 0.24%
COR B 0.24%
WMK C 0.23%
ZUO B 0.23%
INTC D 0.23%
HON B 0.23%
PHM D 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%
TDG D 0.21%
LRN A 0.21%
HLT A 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%
WAT B 0.2%
ACIW B 0.2%
TSCO D 0.19%
CRDO B 0.19%
BOX B 0.18%
SPG B 0.18%
ZETA D 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%
DGX A 0.16%
ANSS B 0.16%
FSLR F 0.16%
LOPE B 0.16%
ADUS D 0.16%
APPN B 0.16%
CRVL A 0.16%
UPBD B 0.16%
AMD F 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%
DHR F 0.15%
MMSI B 0.15%
TDC D 0.15%
FOXA B 0.14%
NHI D 0.14%
ADBE C 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%
SHOO D 0.13%
AGYS A 0.13%
CHD B 0.13%
AEP D 0.13%
BDX F 0.13%
WSM B 0.12%
BKE B 0.12%
SHO C 0.12%
LZB B 0.11%
AVT C 0.11%
MOG.A B 0.11%
LHX C 0.11%
ZBH C 0.11%
HOLX D 0.11%
ED D 0.1%
VEEV C 0.1%
EIX B 0.1%
HIMS B 0.1%
DHI D 0.1%
BBY D 0.1%
KLG C 0.09%
ETSY D 0.09%
COKE C 0.09%
O D 0.08%
CHTR C 0.08%
SRE A 0.08%
THO B 0.08%
DTE C 0.08%
GIS D 0.08%
VTRS A 0.08%
F C 0.08%
GOLF B 0.08%
VTR C 0.08%
ROP B 0.08%
IDXX F 0.08%
PINC B 0.07%
VRSN F 0.07%
FTDR A 0.07%
DOCU A 0.07%
DOCS C 0.07%
PRDO B 0.06%
CPRX C 0.06%
NWL B 0.06%
VSTO A 0.06%
AEE A 0.06%
ABNB C 0.06%
CAH B 0.06%
ZS C 0.05%
LMAT A 0.05%
LNTH D 0.05%
WBA F 0.05%
EPC D 0.05%
NRG B 0.04%
WEC A 0.04%
MDLZ F 0.04%
CBRE B 0.04%
DIS B 0.04%
PBH A 0.04%
MRVL B 0.04%
WOR F 0.04%
CASY A 0.04%
STE F 0.04%
LTC B 0.03%
CTRE D 0.03%
CNK B 0.03%
BRBR A 0.03%
LYV A 0.03%
MCD D 0.03%
MANH D 0.03%
BCO D 0.03%
COLM B 0.02%
MMM D 0.02%
TNL A 0.02%
WHR B 0.02%
ANIP F 0.01%
UE C 0.01%
CVS D 0.01%
HLGE Underweight 319 Positions Relative to VFH
Symbol Grade Weight
MA C -5.54%
V A -4.17%
BX A -1.6%
FI A -1.55%
MMC B -1.44%
SCHW B -1.43%
KKR A -1.15%
CME A -1.08%
PYPL B -1.05%
AON A -0.96%
AJG B -0.82%
TRV B -0.75%
FIS C -0.67%
MSCI C -0.6%
SQ B -0.54%
DFS B -0.5%
COIN C -0.46%
HIG B -0.44%
NDAQ A -0.43%
ARES A -0.42%
WTW B -0.41%
GPN B -0.35%
BRO B -0.34%
CBOE B -0.3%
CPAY A -0.29%
LPLA A -0.28%
NTRS A -0.27%
PFG D -0.26%
FDS B -0.23%
WRB A -0.23%
KEY B -0.22%
EG C -0.21%
IBKR A -0.21%
FNF B -0.21%
TW A -0.2%
L A -0.2%
RGA A -0.19%
RNR C -0.19%
JKHY D -0.18%
EWBC A -0.18%
HOOD B -0.17%
CG A -0.16%
MKTX D -0.15%
SOFI A -0.15%
ERIE D -0.15%
AFRM B -0.14%
OWL A -0.14%
TOST B -0.14%
KNSL B -0.13%
FHN A -0.13%
PRI A -0.13%
ALLY C -0.13%
GL B -0.13%
AIZ A -0.13%
WAL B -0.12%
CRBG B -0.12%
WBS A -0.12%
AFG A -0.12%
VOYA B -0.11%
PNFP B -0.11%
SEIC B -0.11%
CMA A -0.11%
WEX D -0.1%
SNV B -0.1%
SSB B -0.1%
CBSH A -0.1%
ZION B -0.1%
WTFC A -0.1%
CFR B -0.1%
RLI B -0.09%
ESNT D -0.09%
FAF A -0.09%
RYAN B -0.09%
MTG C -0.09%
AGNC D -0.09%
HLNE B -0.09%
PB A -0.09%
COOP B -0.08%
IVZ B -0.08%
STWD C -0.08%
LNC B -0.08%
OMF A -0.08%
GBCI B -0.08%
COLB A -0.08%
BEN C -0.08%
CADE B -0.08%
ONB B -0.08%
TPG A -0.07%
FOUR B -0.07%
UMBF B -0.07%
UBSI B -0.07%
FNB A -0.07%
HOMB A -0.07%
RDN C -0.07%
THG A -0.07%
SIGI C -0.07%
EEFT B -0.06%
SFBS B -0.06%
AGO B -0.06%
PFSI D -0.06%
SLM A -0.06%
FFIN B -0.06%
HWC B -0.06%
WTM A -0.06%
OZK B -0.06%
MC C -0.06%
AUB B -0.05%
IBOC A -0.05%
BGC C -0.05%
STEP B -0.05%
TCBI B -0.05%
ASB B -0.05%
WU D -0.05%
UPST B -0.05%
AX A -0.05%
WD D -0.05%
CNO A -0.05%
ESGR B -0.05%
HASI D -0.05%
KMPR B -0.05%
ABCB B -0.05%
VLY B -0.05%
BKU A -0.04%
INDB B -0.04%
CVBF A -0.04%
OSCR D -0.04%
DBRG F -0.04%
CNS B -0.04%
ABR C -0.04%
WAFD B -0.04%
PRK B -0.04%
CACC D -0.04%
BOH B -0.04%
SFNC B -0.04%
FIBK A -0.04%
NMIH D -0.04%
WSFS A -0.04%
GNW A -0.04%
BHF B -0.04%
BXMT C -0.04%
APAM B -0.04%
BOKF B -0.04%
EBC B -0.04%
CATY B -0.04%
FHB A -0.04%
FBP B -0.04%
CBU B -0.04%
FULT A -0.04%
UCB A -0.04%
MCY A -0.03%
FLYW C -0.03%
STC B -0.03%
FRHC B -0.03%
TFIN A -0.03%
EFSC B -0.03%
TRMK B -0.03%
RKT F -0.03%
NBTB B -0.03%
FRME B -0.03%
RNST B -0.03%
EVTC B -0.03%
IBTX B -0.03%
BANC A -0.03%
BANR B -0.03%
PLMR B -0.03%
MQ F -0.03%
SBCF A -0.03%
PFS B -0.03%
BANF B -0.03%
ENVA B -0.03%
TOWN B -0.03%
FFBC A -0.03%
PPBI B -0.03%
BFH B -0.03%
TBBK B -0.03%
HTLF B -0.03%
PAYO A -0.03%
VIRT B -0.03%
GSHD A -0.03%
BHLB B -0.02%
RC D -0.02%
PMT D -0.02%
SAFT C -0.02%
NAVI C -0.02%
ARI C -0.02%
GABC B -0.02%
LMND B -0.02%
EIG B -0.02%
WT B -0.02%
LADR B -0.02%
LOB B -0.02%
SPNT A -0.02%
QCRH A -0.02%
NIC B -0.02%
TCBK B -0.02%
BUSE B -0.02%
WABC B -0.02%
CUBI C -0.02%
STBA B -0.02%
VBTX B -0.02%
CODI B -0.02%
HOPE B -0.02%
HTH B -0.02%
SKWD A -0.02%
SASR B -0.02%
VRTS B -0.02%
HMN B -0.02%
NWBI B -0.02%
NNI D -0.02%
LC A -0.02%
LKFN B -0.02%
NBHC B -0.02%
FCF A -0.02%
FBNC A -0.02%
AGM C -0.02%
CHCO B -0.02%
SYBT B -0.02%
NATL B -0.02%
TRUP B -0.02%
FBK B -0.02%
WSBC A -0.02%
WRLD C -0.01%
HIFS B -0.01%
KRNY B -0.01%
FFIC B -0.01%
MPB B -0.01%
DHIL A -0.01%
SPFI B -0.01%
UFCS B -0.01%
PAY B -0.01%
CARE C -0.01%
PX A -0.01%
HONE B -0.01%
SMBK B -0.01%
THFF B -0.01%
TIPT B -0.01%
AROW B -0.01%
BHB B -0.01%
NFBK B -0.01%
CCBG B -0.01%
TRTX B -0.01%
AMBC C -0.01%
PGC C -0.01%
FMNB B -0.01%
MCB B -0.01%
MSBI B -0.01%
GDOT D -0.01%
IIIV C -0.01%
CCNE B -0.01%
CASS B -0.01%
UVE B -0.01%
GSBC B -0.01%
AMAL B -0.01%
LPRO C -0.01%
NRDS C -0.01%
IMXI B -0.01%
UWMC D -0.01%
WASH C -0.01%
SMBC B -0.01%
EQBK A -0.01%
HTBK A -0.01%
EZPW A -0.01%
CAC B -0.01%
TRST A -0.01%
BFST C -0.01%
RPAY D -0.01%
TREE F -0.01%
MBWM B -0.01%
KREF D -0.01%
IBCP B -0.01%
CFB B -0.01%
CCB A -0.01%
HBNC B -0.01%
FCBC B -0.01%
HAFC A -0.01%
CMTG F -0.01%
AMTB B -0.01%
BY B -0.01%
OSBC A -0.01%
PRA C -0.01%
CPF A -0.01%
PRAA C -0.01%
EGBN B -0.01%
MBIN D -0.01%
FMBH B -0.01%
CTBI B -0.01%
BSIG A -0.01%
TMP B -0.01%
BRSP B -0.01%
HFWA B -0.01%
UVSP B -0.01%
CFFN B -0.01%
PFC A -0.01%
BFC B -0.01%
CNOB B -0.01%
SBSI B -0.01%
DX B -0.01%
HCI C -0.01%
OBK B -0.01%
RWT D -0.01%
BRKL B -0.01%
FBMS B -0.01%
PEBO A -0.01%
EFC C -0.01%
AMSF B -0.01%
DCOM A -0.01%
ECPG B -0.01%
FBRT C -0.01%
OCFC B -0.01%
SRCE B -0.01%
CNNE B -0.01%
RILY F -0.0%
AC C -0.0%
HMST D -0.0%
JRVR F -0.0%
DGICA A -0.0%
ACRE C -0.0%
BMRC B -0.0%
FFWM C -0.0%
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