HLGE vs. VTV ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to Vanguard Value ETF - DNQ (VTV)

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

VTV

Vanguard Value ETF - DNQ

VTV Description

The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index, a broadly diversified index predominantly made up of value stocks of large U.S. companies. 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.

Grade (RS Rating)

Last Trade

$180.08

Average Daily Volume

1,667,169

Number of Holdings ^*

331

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	VTV
30 Days	3.61%	2.63%
60 Days	3.94%	3.86%
90 Days	5.95%	6.18%
12 Months	29.57%	30.21%

142 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in VTV	Overlap
A	D	0.35%	0.18%	0.18%
ABBV	D	0.33%	1.66%	0.33%
ABT	B	0.33%	0.91%	0.33%
ACGL	D	0.06%	0.16%	0.06%
ADI	D	0.6%	0.51%	0.51%
AEE	A	0.06%	0.11%	0.06%
AEP	D	0.13%	0.24%	0.13%
AFL	B	0.15%	0.27%	0.15%
AIG	B	0.06%	0.23%	0.06%
ALL	A	0.02%	0.23%	0.02%
AMGN	D	0.3%	0.79%	0.3%
AMP	A	0.15%	0.23%	0.15%
AVB	B	0.18%	0.15%	0.15%
AVGO	D	0.53%	1.83%	0.53%
AXP	A	0.27%	0.62%	0.27%
BAC	A	0.38%	1.35%	0.38%
BBY	D	0.1%	0.08%	0.08%
BDX	F	0.13%	0.31%	0.13%
BK	A	0.52%	0.26%	0.26%
BLK	C	0.18%	0.64%	0.18%
BMY	B	0.35%	0.52%	0.35%
BRK.A	B	0.44%	3.15%	0.44%
BRK.A	B	0.44%	0.65%	0.44%
C	A	0.44%	0.53%	0.44%
CAH	B	0.06%	0.12%	0.06%
CB	C	0.24%	0.5%	0.24%
CBRE	B	0.04%	0.19%	0.04%
CFG	B	0.03%	0.08%	0.03%
CHTR	C	0.08%	0.14%	0.08%
CI	F	0.35%	0.41%	0.35%
CINF	A	0.21%	0.1%	0.1%
CL	D	0.67%	0.18%	0.18%
CMCSA	B	0.54%	0.78%	0.54%
CNC	D	0.2%	0.15%	0.15%
COF	B	0.19%	0.27%	0.19%
COR	B	0.24%	0.19%	0.19%
CVS	D	0.01%	0.33%	0.01%
DELL	C	0.94%	0.16%	0.16%
DGX	A	0.16%	0.08%	0.08%
DHI	D	0.1%	0.23%	0.1%
DHR	F	0.15%	0.74%	0.15%
DIS	B	0.04%	0.4%	0.04%
DTE	C	0.08%	0.1%	0.08%
DUK	C	0.31%	0.41%	0.31%
EA	A	0.47%	0.18%	0.18%
EBAY	D	1.01%	0.13%	0.13%
ED	D	0.1%	0.16%	0.1%
EIX	B	0.1%	0.15%	0.1%
ELV	F	0.53%	0.43%	0.43%
EQR	B	0.13%	0.12%	0.12%
ETR	B	0.28%	0.15%	0.15%
F	C	0.08%	0.19%	0.08%
FE	C	0.14%	0.11%	0.11%
FITB	A	0.37%	0.14%	0.14%
FOXA	B	0.14%	0.04%	0.04%
GD	F	0.35%	0.31%	0.31%
GDDY	A	0.27%	0.05%	0.05%
GEN	B	0.41%	0.07%	0.07%
GILD	C	0.54%	0.51%	0.51%
GIS	D	0.08%	0.17%	0.08%
GM	B	0.74%	0.26%	0.26%
GRMN	B	0.28%	0.14%	0.14%
GS	A	0.53%	0.74%	0.53%
HBAN	A	0.28%	0.1%	0.1%
HCA	F	0.39%	0.3%	0.3%
HD	A	0.67%	1.81%	0.67%
HOLX	D	0.11%	0.09%	0.09%
HON	B	0.23%	0.62%	0.23%
HPE	B	0.89%	0.12%	0.12%
HPQ	B	0.82%	0.16%	0.16%
HUM	C	0.25%	0.14%	0.14%
ICE	C	0.11%	0.41%	0.11%
INTC	D	0.23%	0.38%	0.23%
IRM	D	0.35%	0.17%	0.17%
JNJ	D	0.73%	1.78%	0.73%
JPM	A	0.36%	2.92%	0.36%
KMB	D	0.3%	0.21%	0.21%
KO	D	0.41%	1.17%	0.41%
KR	B	0.54%	0.14%	0.14%
KVUE	A	0.18%	0.2%	0.18%
LHX	C	0.11%	0.22%	0.11%
LMT	D	0.54%	0.6%	0.54%
LOW	D	0.73%	0.69%	0.69%
MCHP	D	0.6%	0.18%	0.18%
MCK	B	0.68%	0.3%	0.3%
MDLZ	F	0.04%	0.42%	0.04%
MDT	D	0.28%	0.53%	0.28%
MET	A	0.08%	0.22%	0.08%
MKL	A	0.04%	0.09%	0.04%
MMM	D	0.02%	0.33%	0.02%
MRK	F	0.46%	1.2%	0.46%
MS	A	0.44%	0.65%	0.44%
MTB	A	0.43%	0.15%	0.15%
MU	D	0.38%	0.51%	0.38%
NOC	D	0.17%	0.34%	0.17%
NTAP	C	0.79%	0.11%	0.11%
NVR	D	0.3%	0.12%	0.12%
O	D	0.08%	0.12%	0.08%
ON	D	0.34%	0.14%	0.14%
ORCL	B	1.03%	1.28%	1.03%
PEG	A	0.25%	0.21%	0.21%
PEP	F	0.33%	1.05%	0.33%
PFE	D	0.21%	0.74%	0.21%
PG	A	0.32%	1.79%	0.32%
PGR	A	0.2%	0.66%	0.2%
PHM	D	0.23%	0.12%	0.12%
PNC	B	0.41%	0.35%	0.35%
PPL	B	0.21%	0.11%	0.11%
PRU	A	0.27%	0.2%	0.2%
QCOM	F	0.89%	0.84%	0.84%
RCL	A	0.25%	0.1%	0.1%
REGN	F	0.43%	0.42%	0.42%
RF	A	0.29%	0.1%	0.1%
RJF	A	0.13%	0.13%	0.13%
RTX	C	0.32%	0.74%	0.32%
SO	D	0.32%	0.46%	0.32%
SPG	B	0.18%	0.24%	0.18%
SRE	A	0.08%	0.24%	0.08%
STE	F	0.04%	0.05%	0.04%
STT	A	0.31%	0.12%	0.12%
STX	D	0.79%	0.05%	0.05%
SWKS	F	0.36%	0.06%	0.06%
SYF	B	0.25%	0.1%	0.1%
SYY	B	0.27%	0.17%	0.17%
T	A	0.5%	0.75%	0.5%
TFC	A	0.13%	0.27%	0.13%
TGT	F	0.37%	0.32%	0.32%
TMO	F	0.33%	0.96%	0.33%
TROW	B	0.13%	0.11%	0.11%
TSCO	D	0.19%	0.07%	0.07%
UNH	C	0.57%	2.41%	0.57%
USB	A	0.28%	0.35%	0.28%
VICI	C	0.15%	0.15%	0.15%
VTR	C	0.08%	0.13%	0.08%
VTRS	A	0.08%	0.06%	0.06%
VZ	C	0.34%	0.74%	0.34%
WBA	F	0.05%	0.02%	0.02%
WDC	D	0.74%	0.1%	0.1%
WEC	A	0.04%	0.14%	0.04%
WFC	A	0.39%	1.02%	0.39%
WMT	A	0.82%	1.67%	0.82%
ZBH	C	0.11%	0.1%	0.1%

HLGE Overweight 198 Positions Relative to VTV

Symbol	Grade	Weight
CARG	C	1.18%
NVDA	C	1.17%
META	D	1.06%
AMZN	C	1.05%
GOOGL	C	1.03%
CARS	B	0.94%
TXN	C	0.92%
CVLT	B	0.89%
NOW	A	0.88%
YELP	C	0.86%
NXPI	D	0.83%
MSFT	F	0.83%
AAPL	C	0.82%
FICO	B	0.81%
PSTG	D	0.79%
JWN	C	0.76%
DDS	B	0.75%
BKNG	A	0.74%
FTNT	C	0.72%
TMUS	B	0.7%
VRTX	F	0.68%
DLB	B	0.66%
PRGS	A	0.66%
TJX	A	0.63%
MTCH	D	0.6%
NFLX	A	0.6%
CRUS	D	0.57%
TRIP	F	0.57%
AXNX	C	0.57%
PI	D	0.56%
OLED	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%
CORT	B	0.49%
PINS	D	0.49%
MPWR	F	0.48%
AMED	F	0.43%
SNAP	C	0.42%
ZTS	D	0.41%
ACI	C	0.41%
OLLI	D	0.41%
MCO	B	0.4%
SYK	C	0.4%
VRNS	D	0.39%
QLYS	C	0.38%
IAC	D	0.36%
CALM	A	0.36%
CRWD	B	0.35%
ISRG	A	0.35%
CW	B	0.34%
UBER	D	0.34%
MTSI	B	0.34%
XRX	F	0.33%
INTU	C	0.33%
DIOD	D	0.32%
EDR	A	0.31%
UTHR	C	0.3%
WELL	A	0.3%
HEI	B	0.28%
MCRI	A	0.28%
CDNS	B	0.28%
YUM	B	0.28%
ADSK	A	0.28%
SMTC	B	0.26%
PTC	A	0.26%
KTB	B	0.26%
EXEL	B	0.25%
OGN	D	0.25%
TENB	C	0.24%
INCY	C	0.24%
SNPS	B	0.24%
JHG	A	0.24%
MSGS	A	0.24%
COLL	F	0.24%
WMK	C	0.23%
ZUO	B	0.23%
RMD	C	0.22%
POWI	D	0.22%
NYT	C	0.22%
ITCI	C	0.21%
TDG	D	0.21%
LRN	A	0.21%
PRG	C	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%
WAT	B	0.2%
ACIW	B	0.2%
CRDO	B	0.19%
BOX	B	0.18%
ZETA	D	0.18%
FCNCA	A	0.18%
APP	B	0.18%
ROST	C	0.17%
HSY	F	0.17%
PSMT	C	0.17%
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%
KSS	F	0.15%
SFM	A	0.15%
MMSI	B	0.15%
TDC	D	0.15%
ORI	A	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%
SPGI	C	0.14%
SF	B	0.13%
SHOO	D	0.13%
AGYS	A	0.13%
CHD	B	0.13%
WSM	B	0.12%
BKE	B	0.12%
SHO	C	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%
VEEV	C	0.1%
PJT	A	0.1%
HIMS	B	0.1%
KLG	C	0.09%
ETSY	D	0.09%
COKE	C	0.09%
UNM	A	0.09%
THO	B	0.08%
DFIN	D	0.08%
GOLF	B	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%
BPOP	B	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%
ABNB	C	0.06%
EVR	B	0.06%
OFG	B	0.06%
ZS	C	0.05%
FHI	A	0.05%
LMAT	A	0.05%
LNTH	D	0.05%
EPC	D	0.05%
NRG	B	0.04%
VCTR	B	0.04%
PBH	A	0.04%
MRVL	B	0.04%
APO	B	0.04%
WOR	F	0.04%
CASY	A	0.04%
HLI	B	0.04%
LTC	B	0.03%
PFBC	B	0.03%
CTRE	D	0.03%
SNEX	B	0.03%
CNK	B	0.03%
BRBR	A	0.03%
MORN	B	0.03%
LYV	A	0.03%
MCD	D	0.03%
MANH	D	0.03%
BCO	D	0.03%
COLM	B	0.02%
TNL	A	0.02%
CASH	A	0.02%
WHR	B	0.02%
ANIP	F	0.01%
UE	C	0.01%
AMG	B	0.01%
PIPR	B	0.01%

HLGE Underweight 189 Positions Relative to VTV

Symbol	Grade	Weight
XOM	B	-2.4%
CVX	A	-1.2%
PM	B	-0.95%
CSCO	B	-0.92%
IBM	C	-0.88%
CAT	B	-0.84%
NEE	D	-0.71%
UNP	C	-0.65%
ETN	A	-0.61%
COP	C	-0.59%
MMC	B	-0.5%
ACN	C	-0.5%
DE	A	-0.49%
SCHW	B	-0.49%
PLD	D	-0.48%
UPS	C	-0.45%
MO	A	-0.43%
KKR	A	-0.42%
GE	D	-0.41%
WM	A	-0.4%
TT	A	-0.39%
PH	A	-0.38%
CEG	D	-0.38%
PYPL	B	-0.37%
CME	A	-0.37%
ITW	B	-0.34%
APD	A	-0.32%
EOG	A	-0.32%
FCX	D	-0.3%
CSX	B	-0.3%
EMR	A	-0.29%
CARR	D	-0.29%
WMB	A	-0.29%
FDX	B	-0.28%
AJG	B	-0.28%
DLR	B	-0.27%
TRV	B	-0.26%
OKE	A	-0.26%
NSC	B	-0.26%
FI	A	-0.26%
URI	B	-0.25%
PCAR	B	-0.25%
PSX	C	-0.24%
PSA	D	-0.24%
NEM	D	-0.24%
FIS	C	-0.23%
JCI	C	-0.23%
D	C	-0.23%
CCI	D	-0.22%
MPC	D	-0.22%
CMI	A	-0.21%
KMI	A	-0.21%
NKE	D	-0.21%
PCG	A	-0.2%
AME	A	-0.2%
LEN	D	-0.2%
VST	B	-0.2%
RSG	A	-0.19%
LNG	B	-0.19%
CTVA	C	-0.19%
AON	A	-0.18%
STZ	D	-0.18%
IR	B	-0.18%
EXC	C	-0.18%
OTIS	C	-0.18%
VLO	C	-0.18%
KDP	D	-0.17%
GLW	B	-0.17%
CTSH	B	-0.17%
DAL	C	-0.17%
XEL	A	-0.17%
DFS	B	-0.17%
MSI	B	-0.17%
GEHC	F	-0.17%
NUE	C	-0.16%
NDAQ	A	-0.16%
EXR	D	-0.16%
DOW	F	-0.16%
IQV	D	-0.16%
OXY	D	-0.15%
HIG	B	-0.15%
WAB	B	-0.15%
XYL	D	-0.14%
ROK	B	-0.14%
WTW	B	-0.14%
DD	D	-0.14%
SLB	C	-0.13%
PPG	F	-0.13%
FTV	C	-0.12%
CDW	F	-0.12%
BIIB	F	-0.12%
IFF	D	-0.12%
UAL	A	-0.12%
KEYS	A	-0.12%
DOV	A	-0.12%
KHC	F	-0.12%
GPN	B	-0.12%
ADM	D	-0.12%
AWK	D	-0.12%
ES	D	-0.11%
DVN	F	-0.11%
PKG	A	-0.1%
CMS	C	-0.1%
CCL	B	-0.1%
TDY	B	-0.1%
CPAY	A	-0.1%
K	A	-0.1%
CBOE	B	-0.1%
LYB	F	-0.1%
WY	D	-0.1%
MOH	F	-0.09%
BKR	B	-0.09%
DRI	B	-0.09%
PFG	D	-0.09%
LH	C	-0.09%
CNP	B	-0.09%
NTRS	A	-0.09%
IP	B	-0.09%
ARE	D	-0.09%
CLX	B	-0.09%
TRU	D	-0.09%
ZBRA	B	-0.09%
MKC	D	-0.09%
OMC	C	-0.09%
WRB	A	-0.08%
AVY	D	-0.08%
TSN	B	-0.08%
EXPD	D	-0.08%
SNA	A	-0.08%
MAS	D	-0.08%
J	F	-0.08%
DG	F	-0.08%
ZM	B	-0.08%
MAA	B	-0.08%
WBD	C	-0.08%
BALL	D	-0.08%
MLM	B	-0.08%
BAX	D	-0.08%
ESS	B	-0.08%
INVH	D	-0.08%
LUV	C	-0.08%
SWK	D	-0.07%
AVTR	F	-0.07%
CVNA	B	-0.07%
SSNC	B	-0.07%
RVTY	F	-0.07%
L	A	-0.07%
TRMB	B	-0.07%
CF	B	-0.07%
TXT	D	-0.07%
AKAM	D	-0.07%
EG	C	-0.07%
LNT	A	-0.07%
MRO	B	-0.07%
FNF	B	-0.07%
GPC	D	-0.07%
KEY	B	-0.07%
VLTO	D	-0.06%
WPC	D	-0.06%
LDOS	C	-0.06%
DLTR	F	-0.06%
NWSA	B	-0.06%
CE	F	-0.06%
CAG	D	-0.06%
RPRX	D	-0.05%
HAL	C	-0.05%
HUBB	B	-0.05%
EL	F	-0.04%
DOC	D	-0.04%
IBKR	A	-0.04%
NI	A	-0.04%
CTRA	B	-0.04%
CPB	D	-0.04%
HRL	D	-0.04%
STLD	B	-0.04%
ALB	C	-0.03%
POOL	C	-0.03%
EVRG	A	-0.03%
UDR	B	-0.03%
ALGN	D	-0.03%
CRBG	B	-0.03%
BEN	C	-0.02%
MGM	D	-0.02%
FOX	A	-0.02%
RKT	F	-0.01%
WLK	D	-0.01%
AGR	B	-0.01%
NWS	B	-0.0%
LEN	D	-0.0%