HLGE vs. XSW ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to SPDR S&P Software & Services ETF (XSW)

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

$32.39

Average Daily Volume

488

Number of Holdings ^*

338

* may have additional holdings in another (foreign) market

XSW

SPDR S&P Software & Services ETF

XSW Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the computer software segment of a U.S. total market composite index. In seeking to track the performance of the S&P Software & Services Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the software and services industry group of the S&P Total Stock Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$185.50

Average Daily Volume

12,949

Number of Holdings ^*

134

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	XSW
30 Days	0.59%	13.39%
60 Days	4.50%	20.65%
90 Days	5.81%	23.52%
12 Months	33.35%	41.69%

36 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in XSW	Overlap
ACIW	B	0.21%	0.74%	0.21%
ADBE	C	0.12%	0.57%	0.12%
ADSK	A	0.28%	0.7%	0.28%
AGYS	B	0.12%	0.7%	0.12%
ALKT	B	0.14%	0.76%	0.14%
ANSS	B	0.15%	0.68%	0.15%
APP	B	0.18%	1.33%	0.18%
APPN	B	0.17%	0.77%	0.17%
BOX	A	0.17%	0.62%	0.17%
CDNS	B	0.27%	0.68%	0.27%
CRWD	B	0.33%	0.78%	0.33%
CVLT	A	0.88%	0.71%	0.71%
DLB	C	0.67%	0.64%	0.64%
DOCU	B	0.07%	0.82%	0.07%
EA	A	0.44%	0.67%	0.44%
FICO	B	0.8%	0.71%	0.71%
FTNT	B	0.69%	0.68%	0.68%
GEN	A	0.4%	0.68%	0.4%
INTU	A	0.32%	0.63%	0.32%
MANH	C	0.03%	0.65%	0.03%
MSFT	C	0.8%	0.6%	0.6%
NOW	A	0.84%	0.7%	0.7%
ORCL	A	1.02%	0.7%	0.7%
PANW	A	0.51%	0.68%	0.51%
PRGS	A	0.65%	0.71%	0.65%
PTC	B	0.26%	0.67%	0.26%
QLYS	B	0.38%	0.75%	0.38%
ROP	A	0.08%	0.63%	0.08%
SNPS	B	0.24%	0.71%	0.24%
TDC	D	0.15%	0.63%	0.15%
TENB	C	0.23%	0.65%	0.23%
TYL	B	0.21%	0.64%	0.21%
VRNS	D	0.38%	0.6%	0.38%
ZETA	D	0.36%	0.76%	0.36%
ZS	B	0.04%	0.7%	0.04%
ZUO	B	0.23%	0.68%	0.23%

HLGE Overweight 302 Positions Relative to XSW

Symbol	Grade	Weight
NVDA	B	1.15%
CARG	B	1.12%
META	B	1.06%
AMZN	A	1.02%
GOOGL	B	1.02%
EBAY	C	0.98%
TXN	C	0.96%
DELL	B	0.92%
CARS	B	0.91%
QCOM	F	0.91%
HPE	B	0.9%
NXPI	F	0.85%
YELP	C	0.83%
STX	D	0.83%
NTAP	D	0.82%
PSTG	D	0.82%
WMT	A	0.81%
HPQ	B	0.81%
WDC	D	0.79%
AAPL	C	0.79%
JWN	B	0.73%
JNJ	D	0.73%
BKNG	A	0.72%
LOW	B	0.71%
VRTX	B	0.71%
GM	A	0.7%
DDS	C	0.68%
CL	F	0.67%
MCK	A	0.67%
TMUS	A	0.67%
MCHP	F	0.65%
HD	B	0.65%
MPWR	F	0.63%
ADI	F	0.62%
PI	D	0.61%
TJX	B	0.61%
TRIP	D	0.6%
MTCH	F	0.58%
UNH	B	0.58%
CRUS	F	0.57%
AXNX	A	0.56%
AVGO	C	0.56%
OLED	F	0.56%
NFLX	A	0.56%
LMT	C	0.55%
GILD	C	0.55%
MTD	F	0.55%
ELV	F	0.54%
LLY	F	0.54%
M	D	0.53%
CMCSA	B	0.53%
KR	A	0.53%
BSX	A	0.52%
CORT	B	0.52%
GS	B	0.52%
COST	B	0.51%
BK	B	0.5%
T	A	0.49%
PINS	F	0.48%
MRK	F	0.47%
SNAP	C	0.46%
REGN	F	0.45%
AMED	F	0.45%
BRK.A	B	0.43%
OLLI	C	0.43%
C	A	0.43%
MS	A	0.42%
MTB	B	0.42%
MU	D	0.42%
KO	F	0.41%
ACI	C	0.41%
PNC	B	0.4%
IAC	F	0.4%
ZTS	D	0.4%
MCO	C	0.39%
SYK	A	0.39%
HCA	D	0.39%
SWKS	F	0.38%
ABBV	D	0.38%
GD	A	0.37%
IRM	D	0.37%
MTSI	B	0.37%
BAC	A	0.37%
DIOD	F	0.37%
WFC	A	0.37%
CALM	B	0.36%
TGT	C	0.36%
FITB	A	0.36%
A	F	0.36%
ON	F	0.35%
CW	B	0.35%
TMO	F	0.34%
CI	D	0.34%
XRX	F	0.34%
UBER	F	0.34%
ISRG	A	0.34%
JPM	B	0.34%
AMGN	F	0.33%
VZ	C	0.33%
RTX	C	0.33%
ABT	C	0.33%
BMY	B	0.32%
PG	C	0.32%
SO	D	0.32%
PEP	D	0.32%
WELL	B	0.31%
DUK	D	0.31%
UTHR	B	0.31%
STT	B	0.31%
EDR	C	0.31%
NVR	D	0.3%
KMB	F	0.29%
ETR	B	0.28%
USB	A	0.28%
MDT	D	0.28%
RF	B	0.28%
SMTC	B	0.28%
SYY	B	0.27%
MCRI	A	0.27%
HBAN	B	0.27%
GRMN	A	0.27%
YUM	B	0.27%
KTB	B	0.26%
PRU	B	0.26%
OGN	F	0.26%
AXP	B	0.26%
SMCI	F	0.26%
INCY	B	0.25%
EXEL	B	0.25%
HUM	D	0.25%
HEI	B	0.25%
COLL	F	0.25%
GDDY	A	0.25%
PHM	D	0.24%
INTC	C	0.24%
MSGS	C	0.24%
PEG	C	0.24%
SYF	B	0.24%
COR	A	0.24%
POWI	C	0.23%
JHG	B	0.23%
NYT	C	0.23%
RMD	C	0.23%
RCL	A	0.23%
CB	C	0.23%
ITCI	C	0.22%
HON	B	0.22%
TDG	B	0.22%
WMK	B	0.22%
PPL	A	0.21%
CINF	A	0.21%
PFE	F	0.21%
HLT	A	0.21%
PRG	B	0.21%
LRN	B	0.21%
CRDO	B	0.21%
EHC	A	0.21%
HRB	D	0.2%
LAMR	D	0.2%
PGR	A	0.2%
CNC	F	0.2%
WAT	A	0.2%
BJ	B	0.2%
COF	B	0.19%
TSCO	C	0.19%
PSMT	C	0.18%
FCNCA	B	0.18%
KVUE	B	0.18%
NOC	C	0.18%
AVB	A	0.18%
QRVO	F	0.17%
AMD	F	0.17%
SPG	B	0.17%
IMKTA	B	0.16%
CHE	D	0.16%
LOPE	B	0.16%
UPBD	B	0.16%
ADUS	D	0.16%
ROST	F	0.16%
CRVL	B	0.16%
HSY	D	0.16%
AFL	C	0.15%
SFM	B	0.15%
DHR	F	0.15%
MMSI	B	0.15%
FSLR	F	0.15%
DGX	A	0.15%
KSS	F	0.14%
WGO	B	0.14%
SPGI	C	0.14%
NHI	D	0.14%
PDCO	F	0.14%
AMP	A	0.14%
FE	D	0.14%
VICI	D	0.14%
FOXA	A	0.13%
CHD	B	0.13%
RJF	A	0.13%
SHOO	D	0.13%
TFC	B	0.13%
TROW	B	0.13%
SHO	C	0.13%
JXN	B	0.13%
ORI	A	0.13%
AEP	D	0.13%
FLO	F	0.13%
BDX	D	0.13%
EQH	B	0.12%
SF	B	0.12%
EQR	C	0.12%
JEF	A	0.11%
ZBH	C	0.11%
MOG.A	B	0.11%
BKE	A	0.11%
HIMS	B	0.11%
WSM	F	0.11%
AVT	C	0.11%
HOLX	D	0.11%
LHX	A	0.11%
PJT	B	0.1%
BBY	D	0.1%
ED	D	0.1%
VEEV	B	0.1%
EIX	C	0.1%
LZB	C	0.1%
DHI	F	0.1%
ICE	D	0.1%
GOLF	B	0.09%
ETSY	C	0.09%
KLG	D	0.09%
UNM	A	0.09%
COKE	C	0.09%
CHTR	B	0.08%
THO	B	0.08%
DTE	D	0.08%
SRE	A	0.08%
O	D	0.08%
MET	C	0.08%
F	C	0.08%
GIS	F	0.08%
DOCS	B	0.08%
VTRS	B	0.08%
DFIN	D	0.08%
IDXX	D	0.08%
VTR	C	0.08%
EVR	B	0.07%
FTDR	B	0.07%
BPOP	C	0.07%
ACGL	D	0.06%
LNTH	F	0.06%
AIG	B	0.06%
VSTO	A	0.06%
AEE	A	0.06%
NWL	B	0.06%
ABNB	C	0.06%
CPRX	B	0.06%
CAH	A	0.06%
OFG	B	0.06%
VRSN	C	0.06%
PINC	A	0.06%
FHI	A	0.05%
LMAT	B	0.05%
PRDO	B	0.05%
WBA	D	0.05%
AXS	A	0.05%
EPC	F	0.05%
DIS	B	0.04%
WEC	B	0.04%
MDLZ	F	0.04%
PBH	A	0.04%
NRG	B	0.04%
APO	B	0.04%
VCTR	B	0.04%
CBRE	A	0.04%
MKL	A	0.04%
MRVL	B	0.04%
STE	F	0.04%
CASY	B	0.04%
HLI	B	0.04%
WOR	F	0.04%
PFBC	B	0.03%
LTC	B	0.03%
SNEX	B	0.03%
CTRE	C	0.03%
CNK	B	0.03%
BRBR	A	0.03%
LYV	B	0.03%
MORN	B	0.03%
MCD	C	0.03%
CFG	B	0.03%
BCO	F	0.03%
COLM	B	0.02%
TNL	A	0.02%
MMM	C	0.02%
CASH	B	0.02%
WHR	B	0.02%
ALL	A	0.02%
ANIP	C	0.01%
UE	B	0.01%
AMG	B	0.01%
CVS	F	0.01%
PIPR	B	0.01%

HLGE Underweight 98 Positions Relative to XSW

Symbol	Grade	Weight
CIFR	B	-1.37%
WULF	C	-1.18%
MSTR	B	-1.16%
NNBR	D	-1.08%
RIOT	B	-1.05%
PLTR	B	-0.95%
FRSH	B	-0.9%
RBRK	B	-0.89%
CLSK	C	-0.88%
NCNO	B	-0.87%
TEAM	B	-0.87%
SOUN	C	-0.87%
VERX	B	-0.86%
CWAN	B	-0.83%
QTWO	A	-0.83%
CFLT	B	-0.83%
INTA	B	-0.81%
HUBS	B	-0.8%
IDCC	B	-0.8%
RNG	B	-0.8%
PRO	C	-0.79%
PEGA	A	-0.78%
BILL	A	-0.77%
PCOR	B	-0.75%
S	B	-0.75%
CRM	B	-0.74%
WK	B	-0.74%
NTNX	B	-0.73%
AI	B	-0.73%
MARA	C	-0.73%
KD	A	-0.73%
RPD	C	-0.73%
TTWO	A	-0.72%
DJCO	B	-0.72%
ALTR	C	-0.72%
ZM	B	-0.72%
DDOG	B	-0.72%
BL	B	-0.72%
FIVN	C	-0.7%
EPAM	B	-0.7%
RBLX	B	-0.7%
ASAN	C	-0.7%
DV	C	-0.69%
DBX	B	-0.69%
GWRE	A	-0.69%
BLND	B	-0.69%
PD	C	-0.69%
ATEN	B	-0.69%
ESTC	C	-0.69%
SPT	C	-0.68%
U	F	-0.68%
GTLB	B	-0.68%
SWI	B	-0.67%
MITK	C	-0.67%
PLTK	B	-0.67%
AUR	D	-0.66%
RAMP	C	-0.66%
IOT	B	-0.66%
INFA	D	-0.65%
VYX	B	-0.65%
DXC	B	-0.65%
QXO	D	-0.65%
ASGN	C	-0.65%
PATH	C	-0.65%
DT	C	-0.65%
SMAR	A	-0.65%
OLO	B	-0.65%
SEMR	C	-0.64%
CTSH	A	-0.64%
IT	A	-0.64%
BSY	F	-0.63%
WDAY	B	-0.63%
ACN	C	-0.63%
ALRM	C	-0.63%
OSPN	A	-0.63%
APPF	B	-0.62%
MLNK	C	-0.62%
IBM	C	-0.61%
GDYN	B	-0.61%
BRZE	C	-0.61%
INST	B	-0.61%
HCP	A	-0.61%
ENV	B	-0.61%
BLKB	C	-0.6%
YEXT	A	-0.6%
CXM	C	-0.59%
JAMF	F	-0.59%
NABL	F	-0.58%
SPSC	D	-0.58%
IBUY	A	-0.57%
YOU	D	-0.57%
VRNT	D	-0.55%
ETWO	D	-0.47%
WEAV	B	-0.47%
DMRC	C	-0.42%
CCSI	B	-0.41%
HCKT	B	-0.39%
LGTY	B	-0.26%