HLGE vs. XJH ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to iShares ESG Screened S&P Mid-Cap ETF (XJH)

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

$31.37

Average Daily Volume

432

Number of Holdings ^*

340

* may have additional holdings in another (foreign) market

XJH

iShares ESG Screened S&P Mid-Cap ETF

XJH Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$41.53

Average Daily Volume

17,798

Number of Holdings ^*

354

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	XJH
30 Days	-0.11%	0.08%
60 Days	5.80%	0.23%
90 Days	3.06%	6.32%
12 Months	32.94%	27.92%

48 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in XJH	Overlap
AMED	D	0.47%	0.12%	0.12%
AMG	B	0.01%	0.2%	0.01%
AVT	C	0.11%	0.19%	0.11%
BCO	C	0.04%	0.19%	0.04%
BJ	D	0.2%	0.43%	0.2%
BRBR	C	0.03%	0.31%	0.03%
CASY	D	0.04%	0.54%	0.04%
CHE	C	0.18%	0.35%	0.18%
COKE	B	0.1%	0.3%	0.1%
COLM	B	0.02%	0.1%	0.02%
CRUS	D	0.69%	0.25%	0.25%
CVLT	C	0.8%	0.26%	0.26%
CW	A	0.32%	0.48%	0.32%
DLB	D	0.7%	0.18%	0.18%
DOCS	A	0.06%	0.21%	0.06%
EHC	B	0.21%	0.38%	0.21%
EQH	C	0.11%	0.38%	0.11%
EVR	C	0.06%	0.36%	0.06%
EXEL	B	0.19%	0.29%	0.19%
FHI	C	0.04%	0.11%	0.04%
FLO	D	0.15%	0.18%	0.15%
HLI	C	0.04%	0.33%	0.04%
HRB	C	0.22%	0.35%	0.22%
JEF	A	0.1%	0.39%	0.1%
JHG	C	0.2%	0.19%	0.19%
JWN	D	0.73%	0.09%	0.09%
LAMR	C	0.21%	0.45%	0.21%
LNTH	C	0.07%	0.28%	0.07%
LOPE	D	0.14%	0.16%	0.14%
M	F	0.54%	0.16%	0.16%
MANH	C	0.03%	0.67%	0.03%
MTSI	B	0.3%	0.26%	0.26%
NYT	A	0.23%	0.35%	0.23%
OLED	C	0.66%	0.36%	0.36%
OLLI	C	0.44%	0.24%	0.24%
ORI	B	0.13%	0.33%	0.13%
POWI	F	0.22%	0.14%	0.14%
PSTG	F	0.79%	0.61%	0.61%
QLYS	F	0.33%	0.18%	0.18%
SF	A	0.1%	0.37%	0.1%
SFM	A	0.12%	0.42%	0.12%
TDC	D	0.16%	0.11%	0.11%
THO	B	0.08%	0.23%	0.08%
TNL	B	0.02%	0.12%	0.02%
UNM	A	0.08%	0.29%	0.08%
UTHR	C	0.28%	0.62%	0.28%
WHR	B	0.02%	0.23%	0.02%
WSM	B	0.14%	0.76%	0.14%

HLGE Overweight 292 Positions Relative to XJH

Symbol	Grade	Weight
EBAY	A	1.08%
META	A	1.08%
GOOGL	B	1.0%
CARG	C	1.0%
NVDA	C	0.96%
AMZN	C	0.95%
ORCL	B	0.94%
QCOM	D	0.92%
TXN	C	0.92%
STX	B	0.9%
NXPI	F	0.88%
CARS	F	0.86%
HPE	B	0.85%
AAPL	C	0.83%
YELP	D	0.83%
NTAP	D	0.83%
MSFT	D	0.83%
WMT	A	0.81%
DELL	C	0.81%
WDC	C	0.8%
HPQ	C	0.8%
JNJ	D	0.78%
MPWR	B	0.77%
CL	D	0.77%
NOW	C	0.75%
LOW	A	0.75%
MTCH	B	0.74%
MCHP	F	0.72%
HD	A	0.69%
ELV	F	0.68%
VRTX	D	0.68%
FICO	A	0.68%
PRGS	B	0.67%
DDS	D	0.67%
PI	B	0.66%
ADI	C	0.65%
MTD	B	0.65%
BKNG	C	0.63%
TJX	C	0.63%
TMUS	A	0.62%
LMT	A	0.62%
LLY	D	0.6%
REGN	D	0.59%
GM	D	0.59%
FTNT	A	0.59%
UNH	B	0.58%
TRIP	F	0.57%
AXNX	A	0.57%
MCK	F	0.57%
PINS	D	0.56%
MRK	F	0.54%
KR	C	0.53%
AVGO	C	0.53%
NFLX	A	0.52%
BSX	A	0.51%
CMCSA	B	0.51%
T	A	0.51%
COST	C	0.5%
GILD	A	0.5%
BK	C	0.49%
KO	C	0.48%
HCA	B	0.47%
ZTS	C	0.46%
PANW	D	0.45%
GS	C	0.45%
BRK.A	C	0.44%
CORT	B	0.43%
EA	D	0.42%
SNAP	D	0.42%
VRNS	C	0.42%
ACI	F	0.41%
SWKS	F	0.41%
C	B	0.4%
A	B	0.4%
ABBV	A	0.4%
XRX	D	0.4%
MCO	D	0.4%
IAC	C	0.4%
CI	D	0.39%
VZ	A	0.39%
SYK	C	0.39%
TMO	C	0.39%
MU	D	0.39%
GD	A	0.38%
DIOD	F	0.38%
IRM	A	0.38%
GEN	B	0.38%
ON	F	0.37%
TGT	C	0.37%
UBER	C	0.36%
MTB	C	0.36%
PNC	C	0.36%
RTX	A	0.35%
PEP	D	0.35%
MS	B	0.35%
NVR	A	0.34%
FITB	C	0.34%
AMGN	D	0.34%
PG	C	0.34%
SO	A	0.34%
KMB	B	0.33%
COLL	B	0.33%
DUK	A	0.33%
ABT	B	0.33%
BAC	D	0.33%
OGN	F	0.32%
EDR	A	0.32%
ISRG	A	0.32%
BMY	B	0.32%
WFC	D	0.31%
CALM	B	0.31%
ZETA	B	0.31%
JPM	D	0.31%
STT	C	0.3%
WELL	C	0.3%
MDT	B	0.3%
YUM	A	0.29%
INTU	F	0.29%
SYY	B	0.28%
CRWD	D	0.28%
HEI	A	0.27%
PHM	A	0.27%
PEG	A	0.27%
USB	C	0.26%
HUM	F	0.26%
CNC	F	0.26%
ETR	A	0.26%
RF	C	0.26%
PRU	C	0.26%
MCRI	B	0.26%
CB	A	0.25%
CDNS	D	0.25%
QRVO	F	0.25%
ADSK	B	0.25%
AXP	A	0.25%
TENB	F	0.24%
PTC	D	0.24%
SMTC	C	0.24%
KTB	B	0.24%
TDG	A	0.24%
GDDY	D	0.23%
COR	F	0.23%
HBAN	D	0.23%
PFE	D	0.23%
GRMN	D	0.23%
MSGS	A	0.23%
PPL	A	0.22%
INTC	D	0.22%
RMD	C	0.22%
TYL	B	0.21%
SNPS	F	0.21%
INCY	B	0.21%
WMK	D	0.21%
HON	C	0.21%
PRG	C	0.21%
WAT	B	0.2%
SYF	B	0.2%
CINF	A	0.2%
FSLR	C	0.2%
ZUO	F	0.2%
PGR	C	0.2%
HLT	A	0.2%
TSCO	A	0.2%
RCL	C	0.19%
HSY	D	0.19%
ACIW	B	0.19%
AMD	D	0.19%
NOC	B	0.19%
DHR	C	0.18%
ROST	C	0.18%
KVUE	C	0.18%
ITCI	D	0.18%
LRN	C	0.18%
AVB	C	0.18%
PSMT	B	0.18%
BLK	A	0.17%
BOX	C	0.17%
KSS	D	0.17%
ADUS	D	0.17%
SPG	A	0.17%
DGX	B	0.16%
VICI	C	0.16%
AFL	A	0.16%
IMKTA	F	0.16%
FE	B	0.16%
BDX	B	0.15%
ANSS	D	0.15%
AEP	C	0.15%
SHOO	A	0.15%
SPGI	C	0.15%
NHI	C	0.15%
MMSI	C	0.15%
PDCO	F	0.15%
CRVL	C	0.15%
UPBD	F	0.15%
FCNCA	D	0.15%
COF	C	0.15%
WGO	D	0.14%
CRDO	B	0.14%
APPN	B	0.14%
SHO	D	0.13%
AMP	A	0.13%
CHD	C	0.13%
EQR	C	0.13%
ADBE	F	0.13%
AGYS	D	0.12%
HOLX	D	0.12%
TROW	D	0.12%
SQSP	A	0.12%
DHI	C	0.12%
TFC	D	0.12%
ALKT	D	0.12%
JXN	A	0.11%
LZB	C	0.11%
EIX	A	0.11%
ED	A	0.11%
BKE	D	0.11%
ICE	A	0.11%
LHX	A	0.11%
ZBH	F	0.11%
FOXA	A	0.11%
BBY	B	0.11%
GIS	C	0.1%
IDXX	D	0.1%
RJF	B	0.1%
MOG.A	A	0.1%
APP	A	0.09%
VTR	C	0.09%
KLG	D	0.09%
DTE	A	0.09%
O	A	0.09%
ETSY	F	0.09%
VEEV	C	0.09%
DFIN	C	0.09%
HIMS	B	0.09%
SRE	A	0.08%
BPOP	D	0.08%
VTRS	D	0.08%
GOLF	F	0.08%
F	D	0.08%
MET	A	0.08%
PJT	C	0.08%
ROP	C	0.08%
CHTR	D	0.07%
VRSN	B	0.07%
DOCU	B	0.06%
EPC	F	0.06%
PINC	F	0.06%
AIG	F	0.06%
FTDR	C	0.06%
ABNB	D	0.06%
CAH	B	0.06%
AEE	A	0.06%
OFG	D	0.06%
ACGL	A	0.06%
WOR	F	0.05%
LMAT	B	0.05%
PRDO	D	0.05%
STE	D	0.05%
NWL	D	0.05%
WBA	F	0.05%
AXS	A	0.05%
SGH	D	0.05%
VSTO	D	0.05%
CPRX	C	0.05%
DIS	D	0.04%
CBRE	A	0.04%
NRG	A	0.04%
WEC	A	0.04%
ZS	F	0.04%
MKL	C	0.04%
MDLZ	C	0.04%
CNK	C	0.03%
LTC	D	0.03%
LYV	A	0.03%
CTRE	B	0.03%
CFG	D	0.03%
MORN	C	0.03%
MRVL	C	0.03%
MCD	A	0.03%
APO	A	0.03%
VCTR	B	0.03%
PBH	D	0.03%
CASH	D	0.02%
MMM	C	0.02%
ALL	B	0.02%
PFBC	D	0.02%
SNEX	C	0.02%
UE	C	0.01%
ANIP	F	0.01%
PIPR	B	0.01%
CVS	D	0.01%

HLGE Underweight 306 Positions Relative to XJH

Symbol	Grade	Weight
ILMN	B	-0.82%
CSL	A	-0.8%
EME	C	-0.78%
LII	C	-0.77%
AVTR	D	-0.69%
BURL	D	-0.68%
WSO	C	-0.68%
RS	D	-0.62%
RPM	A	-0.62%
FNF	A	-0.61%
DT	C	-0.61%
THC	C	-0.61%
USFD	C	-0.6%
TOL	A	-0.6%
OC	C	-0.59%
IBKR	A	-0.58%
GGG	B	-0.57%
RGA	C	-0.56%
FIX	A	-0.55%
COHR	B	-0.55%
WPC	C	-0.54%
ACM	C	-0.54%
GLPI	A	-0.54%
RNR	A	-0.54%
ELS	D	-0.52%
BMRN	F	-0.52%
XPO	F	-0.51%
JLL	B	-0.5%
FND	C	-0.5%
TTEK	B	-0.49%
WING	B	-0.49%
ITT	B	-0.48%
CLH	C	-0.48%
CUBE	C	-0.47%
BLD	C	-0.47%
AMH	D	-0.47%
NBIX	F	-0.46%
NVT	D	-0.46%
TXRH	A	-0.46%
SRPT	F	-0.46%
SAIA	D	-0.45%
EWBC	D	-0.44%
RRX	C	-0.44%
CCK	C	-0.44%
SCI	C	-0.44%
LECO	D	-0.43%
ONTO	B	-0.43%
REXR	D	-0.43%
WMS	D	-0.43%
FBIN	C	-0.42%
DUOL	B	-0.41%
OHI	C	-0.41%
ATR	A	-0.41%
ARMK	A	-0.4%
AA	B	-0.4%
WWD	B	-0.4%
NLY	C	-0.4%
KNSL	D	-0.39%
CHDN	D	-0.38%
AFG	C	-0.38%
TPX	C	-0.37%
ALLY	F	-0.37%
EXP	C	-0.37%
RGLD	C	-0.37%
WTRG	D	-0.37%
SKX	B	-0.36%
MUSA	D	-0.36%
NNN	A	-0.35%
DCI	B	-0.35%
INGR	A	-0.35%
PRI	A	-0.35%
CIEN	A	-0.35%
SNX	C	-0.35%
TTC	D	-0.35%
EGP	D	-0.35%
GME	F	-0.34%
CNM	F	-0.34%
CROX	C	-0.34%
GPK	C	-0.34%
LAD	C	-0.33%
WEX	C	-0.33%
AIT	B	-0.33%
KNX	D	-0.33%
X	F	-0.32%
AXTA	C	-0.32%
BRX	C	-0.32%
MEDP	F	-0.32%
AYI	A	-0.32%
LNW	F	-0.32%
FHN	D	-0.32%
UFPI	C	-0.31%
WBS	D	-0.31%
BERY	C	-0.31%
FYBR	C	-0.31%
SSD	B	-0.31%
GMED	D	-0.31%
FCN	C	-0.31%
MKSI	F	-0.3%
MIDD	D	-0.3%
RGEN	F	-0.3%
VOYA	A	-0.3%
CR	B	-0.3%
WCC	C	-0.3%
BRKR	D	-0.3%
FR	C	-0.29%
SSB	C	-0.29%
DINO	F	-0.29%
ADC	B	-0.29%
PEN	D	-0.29%
PNFP	D	-0.29%
LSCC	D	-0.29%
DTM	A	-0.29%
MTZ	B	-0.29%
PCTY	B	-0.28%
GNTX	D	-0.28%
H	C	-0.28%
WTFC	D	-0.28%
ARW	C	-0.28%
STAG	D	-0.28%
KEX	C	-0.28%
TMHC	C	-0.28%
AAON	A	-0.28%
CFR	D	-0.28%
HALO	D	-0.28%
TREX	D	-0.28%
JAZZ	F	-0.27%
RYAN	A	-0.27%
ZION	D	-0.27%
HQY	C	-0.27%
CGNX	F	-0.27%
FLS	A	-0.27%
PLNT	B	-0.27%
ACHC	F	-0.27%
CBSH	D	-0.27%
MTN	D	-0.27%
ANF	F	-0.27%
MSA	F	-0.27%
STWD	C	-0.26%
HR	D	-0.26%
LFUS	C	-0.26%
MTG	B	-0.26%
FAF	B	-0.26%
LPX	A	-0.26%
ALV	F	-0.26%
ESNT	C	-0.26%
PB	D	-0.26%
SEIC	B	-0.26%
ELF	F	-0.25%
CMC	D	-0.25%
NOVT	C	-0.25%
RLI	A	-0.25%
WH	C	-0.25%
G	A	-0.25%
VNO	A	-0.25%
OSK	F	-0.25%
LSTR	D	-0.25%
AGCO	D	-0.24%
KBH	C	-0.24%
ESAB	C	-0.24%
EXLS	A	-0.24%
CBT	B	-0.24%
GXO	D	-0.24%
WFRD	F	-0.24%
CYTK	F	-0.24%
NOV	F	-0.24%
R	C	-0.24%
LEA	F	-0.24%
AZPN	C	-0.24%
SNV	D	-0.24%
DAR	F	-0.23%
VMI	B	-0.23%
MASI	B	-0.23%
ONB	D	-0.23%
DBX	B	-0.23%
CLF	D	-0.23%
BC	D	-0.22%
POST	C	-0.22%
MMS	B	-0.22%
SIGI	D	-0.22%
MDU	C	-0.22%
SRCL	B	-0.22%
CHX	D	-0.22%
ALTR	B	-0.22%
WTS	C	-0.22%
EXPO	A	-0.22%
KRG	C	-0.22%
UGI	C	-0.21%
THG	C	-0.21%
OPCH	F	-0.21%
KD	F	-0.21%
SON	D	-0.21%
XRAY	D	-0.21%
TKR	D	-0.21%
APPF	C	-0.21%
VVV	D	-0.21%
COLB	C	-0.21%
PVH	F	-0.21%
ST	F	-0.21%
HXL	F	-0.2%
KNF	C	-0.2%
ROIV	D	-0.2%
RH	C	-0.2%
AM	A	-0.2%
VNT	F	-0.2%
GBCI	C	-0.2%
FIVE	D	-0.2%
GTLS	F	-0.2%
GATX	F	-0.19%
FFIN	D	-0.19%
BDC	B	-0.19%
SLM	C	-0.19%
CELH	F	-0.19%
HOMB	D	-0.19%
UBSI	D	-0.19%
NXST	D	-0.19%
WLK	C	-0.19%
FNB	D	-0.19%
CUZ	C	-0.18%
HOG	D	-0.18%
RMBS	F	-0.18%
CPRI	B	-0.18%
IRT	C	-0.18%
AVNT	C	-0.18%
AN	C	-0.18%
NJR	C	-0.18%
UMBF	C	-0.18%
CADE	D	-0.18%
GAP	F	-0.18%
ASH	F	-0.17%
EEFT	F	-0.17%
RYN	C	-0.17%
NEU	F	-0.17%
SBRA	C	-0.17%
LITE	A	-0.17%
HWC	D	-0.17%
WMG	D	-0.17%
BYD	C	-0.17%
SWX	C	-0.17%
PII	D	-0.17%
OZK	F	-0.17%
ENS	D	-0.16%
KRC	C	-0.16%
ORA	C	-0.16%
OGS	C	-0.16%
ASGN	D	-0.16%
SLGN	C	-0.16%
VLY	C	-0.15%
SLAB	D	-0.15%
SR	C	-0.15%
MSM	D	-0.15%
HAE	D	-0.15%
TEX	F	-0.14%
COTY	F	-0.14%
MAN	D	-0.14%
IRDM	B	-0.14%
SMG	A	-0.14%
VAL	F	-0.14%
CNO	C	-0.14%
AMKR	F	-0.14%
EPR	C	-0.14%
ALGM	F	-0.14%
KMPR	D	-0.14%
PCH	C	-0.13%
TCBI	C	-0.13%
ASB	F	-0.13%
NSA	C	-0.13%
NEOG	D	-0.13%
NVST	D	-0.13%
BLKB	C	-0.13%
YETI	B	-0.13%
CDP	A	-0.13%
NYCB	D	-0.13%
LANC	F	-0.13%
ZI	F	-0.12%
CHH	B	-0.12%
WU	D	-0.12%
ALTM	D	-0.12%
WEN	D	-0.12%
PAG	D	-0.12%
NSP	F	-0.12%
PK	D	-0.12%
SYNA	D	-0.12%
PBF	F	-0.12%
IBOC	D	-0.12%
CXT	F	-0.11%
GHC	B	-0.11%
LIVN	B	-0.11%
VAC	D	-0.1%
VC	F	-0.1%
BHF	F	-0.1%
RCM	B	-0.09%
GT	F	-0.09%
CRI	D	-0.09%
AZTA	F	-0.09%
SAM	D	-0.09%
ENOV	F	-0.09%
HGV	F	-0.09%
ARWR	F	-0.09%
CNXC	F	-0.09%
IPGP	D	-0.08%
VSH	F	-0.08%
PPC	B	-0.07%
CAR	D	-0.06%
UAA	B	-0.06%
GEF	D	-0.06%
UA	B	-0.04%