HLGE vs. XT ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to iShares Exponential Technologies ETF (XT)

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

XT

iShares Exponential Technologies ETF

XT Description

The investment seeks to track the investment results of the Morningstar® Exponential Technologies Index which composed of stocks of developed and emerging market companies that create or use exponential technologies. The fund generally invests at least 80% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is a subset of the Morningstar US Market Index and the Morningstar Global Markets ex-US Index family (the "Parent Indexes"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$60.82

Average Daily Volume

114,231

Number of Holdings ^*

112

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	XT
30 Days	3.61%	1.88%
60 Days	3.94%	2.51%
90 Days	5.95%	1.49%
12 Months	29.57%	11.71%

50 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in XT	Overlap
ABBV	D	0.33%	0.55%	0.33%
ADI	D	0.6%	0.55%	0.55%
ADSK	A	0.28%	0.66%	0.28%
AMD	F	0.16%	0.56%	0.16%
AMZN	C	1.05%	0.68%	0.68%
ANSS	B	0.16%	0.57%	0.16%
AVGO	D	0.53%	0.88%	0.53%
BMY	B	0.35%	0.55%	0.35%
BOX	B	0.18%	0.68%	0.18%
CDNS	B	0.28%	0.54%	0.28%
CRWD	B	0.35%	0.68%	0.35%
DOCU	A	0.07%	0.81%	0.07%
FSLR	F	0.16%	0.63%	0.16%
FTNT	C	0.72%	0.88%	0.72%
GEN	B	0.41%	0.65%	0.41%
GOOGL	C	1.03%	0.64%	0.64%
HPE	B	0.89%	0.64%	0.64%
INCY	C	0.24%	0.66%	0.24%
INTC	D	0.23%	0.29%	0.23%
ISRG	A	0.35%	0.82%	0.35%
LLY	F	0.52%	0.61%	0.52%
MANH	D	0.03%	0.59%	0.03%
MCHP	D	0.6%	0.36%	0.36%
MPWR	F	0.48%	0.5%	0.48%
MRK	F	0.46%	0.44%	0.44%
MRVL	B	0.04%	0.84%	0.04%
MSFT	F	0.83%	0.54%	0.54%
MTD	D	0.53%	0.52%	0.52%
MU	D	0.38%	0.64%	0.38%
NOW	A	0.88%	0.71%	0.71%
NVDA	C	1.17%	1.51%	1.17%
NXPI	D	0.83%	0.51%	0.51%
ON	D	0.34%	0.43%	0.34%
PANW	C	0.52%	0.65%	0.52%
PTC	A	0.26%	0.57%	0.26%
QCOM	F	0.89%	0.6%	0.6%
QLYS	C	0.38%	0.38%	0.38%
QRVO	F	0.16%	0.33%	0.16%
REGN	F	0.43%	0.44%	0.43%
ROP	B	0.08%	0.5%	0.08%
SNPS	B	0.24%	0.48%	0.24%
STX	D	0.79%	0.6%	0.6%
SWKS	F	0.36%	0.41%	0.36%
TXN	C	0.92%	0.62%	0.62%
TYL	B	0.21%	0.72%	0.21%
VEEV	C	0.1%	0.58%	0.1%
VRNS	D	0.39%	0.57%	0.39%
WAT	B	0.2%	0.6%	0.2%
WDC	D	0.74%	0.65%	0.65%
ZS	C	0.05%	0.49%	0.05%

HLGE Overweight 289 Positions Relative to XT

Symbol	Grade	Weight
CARG	C	1.18%
META	D	1.06%
ORCL	B	1.03%
EBAY	D	1.01%
DELL	C	0.94%
CARS	B	0.94%
CVLT	B	0.89%
YELP	C	0.86%
AAPL	C	0.82%
HPQ	B	0.82%
WMT	A	0.82%
FICO	B	0.81%
PSTG	D	0.79%
NTAP	C	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%
BK	A	0.52%
BSX	B	0.52%
COST	B	0.51%
T	A	0.5%
CORT	B	0.49%
PINS	D	0.49%
EA	A	0.47%
MS	A	0.44%
BRK.A	B	0.44%
C	A	0.44%
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%
HCA	F	0.39%
WFC	A	0.39%
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%
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%
INTU	C	0.33%
TMO	F	0.33%
ABT	B	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%
GDDY	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%
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%
SMCI	F	0.2%
LAMR	D	0.2%
PGR	A	0.2%
HRB	D	0.2%
CNC	D	0.2%
ACIW	B	0.2%
TSCO	D	0.19%
COF	B	0.19%
CRDO	B	0.19%
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%
ADBE	C	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%
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%
VRSN	F	0.07%
FTDR	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%
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%
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%
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 62 Positions Relative to XT

Symbol	Grade	Weight
PLTR	B	-1.86%
TOST	B	-1.3%
COIN	C	-1.1%
GWRE	A	-0.95%
ANET	C	-0.85%
SOFI	A	-0.84%
HUBB	B	-0.7%
TWLO	A	-0.68%
TW	A	-0.67%
GTLS	B	-0.66%
HUBS	A	-0.66%
TSLA	B	-0.65%
ALNY	D	-0.65%
SEIC	B	-0.65%
CRM	B	-0.63%
TEAM	A	-0.62%
IBM	C	-0.62%
NEE	D	-0.61%
CSCO	B	-0.58%
RVTY	F	-0.58%
NET	B	-0.57%
CCOI	B	-0.57%
ILMN	D	-0.57%
DD	D	-0.56%
KLAC	D	-0.56%
AMAT	F	-0.56%
S	B	-0.54%
TER	D	-0.54%
FDS	B	-0.53%
CTSH	B	-0.53%
DDOG	A	-0.53%
ACN	C	-0.51%
KEYS	A	-0.51%
LRCX	F	-0.49%
OKTA	C	-0.48%
MKTX	D	-0.48%
JAZZ	B	-0.48%
DT	C	-0.47%
BLKB	B	-0.47%
DBX	B	-0.47%
SBAC	D	-0.43%
CCI	D	-0.43%
UMC	F	-0.43%
ALTM	C	-0.43%
ALB	C	-0.42%
AKAM	D	-0.37%
ESTC	C	-0.37%
XPEV	C	-0.37%
BIDU	F	-0.36%
MDB	C	-0.35%
BMRN	D	-0.33%
SNOW	C	-0.33%
BIIB	F	-0.33%
IONS	F	-0.33%
APTV	D	-0.32%
CRSP	D	-0.32%
LI	F	-0.3%
NIO	F	-0.29%
ENPH	F	-0.27%
MRNA	F	-0.22%
FIVN	C	-0.22%
SEDG	F	-0.06%