HLGE vs. XLK ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to SPDR Select Sector Fund - Technology (XLK)

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

XLK

SPDR Select Sector Fund - Technology

XLK Description

The investment seeks investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in The Technology Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy, which means that the fund typically invests in substantially all of the securities represented in the index in approximately the same proportions as the index. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$233.60

Average Daily Volume

3,899,973

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	XLK
30 Days	3.61%	2.26%
60 Days	3.94%	5.18%
90 Days	5.95%	4.49%
12 Months	29.57%	27.37%

42 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in XLK	Overlap
AAPL	C	0.82%	14.45%	0.82%
ADBE	C	0.14%	2.41%	0.14%
ADI	D	0.6%	1.13%	0.6%
ADSK	A	0.28%	0.71%	0.28%
AMD	F	0.16%	2.44%	0.16%
ANSS	B	0.16%	0.32%	0.16%
AVGO	D	0.53%	4.24%	0.53%
CDNS	B	0.28%	0.88%	0.28%
CRWD	B	0.35%	0.86%	0.35%
DELL	C	0.94%	0.43%	0.43%
FICO	B	0.81%	0.61%	0.61%
FSLR	F	0.16%	0.23%	0.16%
FTNT	C	0.72%	0.63%	0.63%
GDDY	A	0.27%	0.28%	0.27%
GEN	B	0.41%	0.17%	0.17%
HPE	B	0.89%	0.3%	0.3%
HPQ	B	0.82%	0.4%	0.4%
INTC	D	0.23%	1.15%	0.23%
INTU	C	0.33%	2.06%	0.33%
MCHP	D	0.6%	0.38%	0.38%
MPWR	F	0.48%	0.31%	0.31%
MSFT	F	0.83%	12.88%	0.83%
MU	D	0.38%	1.17%	0.38%
NOW	A	0.88%	2.25%	0.88%
NTAP	C	0.79%	0.27%	0.27%
NVDA	C	1.17%	14.37%	1.17%
NXPI	D	0.83%	0.61%	0.61%
ON	D	0.34%	0.31%	0.31%
ORCL	B	1.03%	3.23%	1.03%
PANW	C	0.52%	1.36%	0.52%
PTC	A	0.26%	0.25%	0.25%
QCOM	F	0.89%	1.99%	0.89%
QRVO	F	0.16%	0.07%	0.07%
ROP	B	0.08%	0.64%	0.08%
SMCI	F	0.2%	0.12%	0.12%
SNPS	B	0.24%	0.87%	0.24%
STX	D	0.79%	0.22%	0.22%
SWKS	F	0.36%	0.15%	0.15%
TXN	C	0.92%	2.06%	0.92%
TYL	B	0.21%	0.28%	0.21%
VRSN	F	0.07%	0.16%	0.07%
WDC	D	0.74%	0.23%	0.23%

HLGE Overweight 297 Positions Relative to XLK

Symbol	Grade	Weight
CARG	C	1.18%
META	D	1.06%
AMZN	C	1.05%
GOOGL	C	1.03%
EBAY	D	1.01%
CARS	B	0.94%
CVLT	B	0.89%
YELP	C	0.86%
WMT	A	0.82%
PSTG	D	0.79%
JWN	C	0.76%
DDS	B	0.75%
GM	B	0.74%
BKNG	A	0.74%
JNJ	D	0.73%
LOW	D	0.73%
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%
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%
GS	A	0.53%
M	D	0.53%
MTD	D	0.53%
BK	A	0.52%
BSX	B	0.52%
LLY	F	0.52%
COST	B	0.51%
T	A	0.5%
CORT	B	0.49%
PINS	D	0.49%
EA	A	0.47%
MRK	F	0.46%
MS	A	0.44%
BRK.A	B	0.44%
C	A	0.44%
REGN	F	0.43%
AMED	F	0.43%
MTB	A	0.43%
SNAP	C	0.42%
KO	D	0.41%
ZTS	D	0.41%
ACI	C	0.41%
PNC	B	0.41%
OLLI	D	0.41%
MCO	B	0.4%
SYK	C	0.4%
VRNS	D	0.39%
HCA	F	0.39%
WFC	A	0.39%
QLYS	C	0.38%
BAC	A	0.38%
FITB	A	0.37%
TGT	F	0.37%
JPM	A	0.36%
IAC	D	0.36%
CALM	A	0.36%
A	D	0.35%
BMY	B	0.35%
ISRG	A	0.35%
CI	F	0.35%
GD	F	0.35%
IRM	D	0.35%
CW	B	0.34%
VZ	C	0.34%
UBER	D	0.34%
MTSI	B	0.34%
XRX	F	0.33%
PEP	F	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%
STT	A	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%
RF	A	0.29%
HEI	B	0.28%
GRMN	B	0.28%
MCRI	A	0.28%
YUM	B	0.28%
ETR	B	0.28%
MDT	D	0.28%
HBAN	A	0.28%
USB	A	0.28%
SYY	B	0.27%
AXP	A	0.27%
PRU	A	0.27%
SMTC	B	0.26%
KTB	B	0.26%
RCL	A	0.25%
EXEL	B	0.25%
PEG	A	0.25%
OGN	D	0.25%
SYF	B	0.25%
HUM	C	0.25%
TENB	C	0.24%
INCY	C	0.24%
JHG	A	0.24%
MSGS	A	0.24%
CB	C	0.24%
COLL	F	0.24%
COR	B	0.24%
WMK	C	0.23%
ZUO	B	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%
CINF	A	0.21%
TDG	D	0.21%
LRN	A	0.21%
PRG	C	0.21%
HLT	A	0.21%
EHC	B	0.21%
BJ	A	0.2%
LAMR	D	0.2%
PGR	A	0.2%
HRB	D	0.2%
CNC	D	0.2%
WAT	B	0.2%
ACIW	B	0.2%
TSCO	D	0.19%
COF	B	0.19%
CRDO	B	0.19%
BOX	B	0.18%
SPG	B	0.18%
ZETA	D	0.18%
FCNCA	A	0.18%
KVUE	A	0.18%
APP	B	0.18%
BLK	C	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%
LOPE	B	0.16%
ADUS	D	0.16%
APPN	B	0.16%
CRVL	A	0.16%
UPBD	B	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%
AMP	A	0.15%
AFL	B	0.15%
MMSI	B	0.15%
TDC	D	0.15%
ORI	A	0.14%
FOXA	B	0.14%
NHI	D	0.14%
PDCO	D	0.14%
FLO	D	0.14%
WGO	C	0.14%
ALKT	B	0.14%
SPGI	C	0.14%
FE	C	0.14%
EQR	B	0.13%
SF	B	0.13%
SHOO	D	0.13%
AGYS	A	0.13%
CHD	B	0.13%
RJF	A	0.13%
AEP	D	0.13%
TROW	B	0.13%
TFC	A	0.13%
BDX	F	0.13%
WSM	B	0.12%
BKE	B	0.12%
SHO	C	0.12%
JXN	C	0.12%
EQH	B	0.12%
ICE	C	0.11%
LZB	B	0.11%
AVT	C	0.11%
MOG.A	B	0.11%
JEF	A	0.11%
LHX	C	0.11%
ZBH	C	0.11%
HOLX	D	0.11%
ED	D	0.1%
VEEV	C	0.1%
PJT	A	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%
UNM	A	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%
MET	A	0.08%
F	C	0.08%
DFIN	D	0.08%
GOLF	B	0.08%
VTR	C	0.08%
IDXX	F	0.08%
PINC	B	0.07%
FTDR	A	0.07%
DOCU	A	0.07%
BPOP	B	0.07%
DOCS	C	0.07%
ACGL	D	0.06%
AXS	A	0.06%
PRDO	B	0.06%
CPRX	C	0.06%
AIG	B	0.06%
NWL	B	0.06%
VSTO	A	0.06%
AEE	A	0.06%
ABNB	C	0.06%
CAH	B	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%
WBA	F	0.05%
EPC	D	0.05%
NRG	B	0.04%
WEC	A	0.04%
MDLZ	F	0.04%
VCTR	B	0.04%
CBRE	B	0.04%
DIS	B	0.04%
PBH	A	0.04%
MRVL	B	0.04%
APO	B	0.04%
MKL	A	0.04%
WOR	F	0.04%
CASY	A	0.04%
STE	F	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%
CFG	B	0.03%
BCO	D	0.03%
COLM	B	0.02%
MMM	D	0.02%
TNL	A	0.02%
CASH	A	0.02%
WHR	B	0.02%
ALL	A	0.02%
ANIP	F	0.01%
UE	C	0.01%
AMG	B	0.01%
CVS	D	0.01%
PIPR	B	0.01%

HLGE Underweight 26 Positions Relative to XLK

Symbol	Grade	Weight
CRM	B	-3.39%
CSCO	B	-2.51%
ACN	C	-2.4%
IBM	C	-2.08%
AMAT	F	-1.54%
PLTR	B	-1.34%
ANET	C	-1.04%
LRCX	F	-1.0%
KLAC	D	-0.91%
APH	A	-0.91%
MSI	B	-0.89%
IT	C	-0.44%
CTSH	B	-0.41%
GLW	B	-0.39%
KEYS	A	-0.29%
CDW	F	-0.26%
TDY	B	-0.24%
ZBRA	B	-0.22%
TRMB	B	-0.19%
TER	D	-0.18%
JBL	B	-0.16%
FFIV	B	-0.15%
AKAM	D	-0.14%
EPAM	C	-0.14%
JNPR	F	-0.13%
ENPH	F	-0.09%