IBHH vs. HLGE ETF Comparison

Comparison of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) to Hartford Longevity Economy ETF (HLGE)
IBHH

iShares iBonds 2028 Term High Yield and Income ETF

IBHH Description

The investment seeks to track the investment results of the Bloomberg 2028 Term High Yield and Income Index composed of U.S. dollar-denominated, high yield and other income generating corporate bonds maturing in 2028. The index is composed of U.S. dollar denominated, taxable, fixed-rate, high yield and BBB or equivalently rated corporate bonds scheduled to mature between January 1, 2028 and December 15, 2028, inclusive. The fund will invest in non-U.S. issuers to the extent necessary for it to track the index. It is non-diversified.

Grade (RS Rating)

Last Trade

$23.65

Average Daily Volume

65,053

Number of Holdings *

158

* may have additional holdings in another (foreign) market
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

$31.35

Average Daily Volume

433

Number of Holdings *

339

* may have additional holdings in another (foreign) market
Performance
Period IBHH HLGE
30 Days 1.33% -0.18%
60 Days 3.21% 5.74%
90 Days 3.48% 2.99%
12 Months 15.10% 30.59%
22 Overlapping Holdings
Symbol Grade Weight in IBHH Weight in HLGE Overlap
ACI F 1.0% 0.42% 0.42%
CARS F 1.0% 0.92% 0.92%
CHTR D 1.0% 0.07% 0.07%
CNK C 1.0% 0.03% 0.03%
EHC B 1.0% 0.2% 0.2%
EPC F 1.0% 0.06% 0.06%
GOLF F 1.0% 0.08% 0.08%
HLT B 1.0% 0.19% 0.19%
HOLX D 1.0% 0.12% 0.12%
IRM B 1.0% 0.38% 0.38%
JWN D 1.0% 0.77% 0.77%
LAMR C 1.0% 0.21% 0.21%
LYV A 1.0% 0.03% 0.03%
NRG A 1.0% 0.03% 0.03%
OGN D 1.0% 0.36% 0.36%
ON F 1.0% 0.36% 0.36%
PBH D 1.0% 0.04% 0.04%
PTC D 1.0% 0.24% 0.24%
RCL C 1.0% 0.19% 0.19%
TDG A 1.0% 0.24% 0.24%
WGO D 1.0% 0.14% 0.14%
XRX F 1.0% 0.42% 0.42%
IBHH Overweight 136 Positions Relative to HLGE
Symbol Grade Weight
NINE F 1.0%
KBR D 1.0%
CLW F 1.0%
CENX C 1.0%
FUL F 1.0%
FOR D 1.0%
LIND D 1.0%
CENT F 1.0%
IBP C 1.0%
TILE B 1.0%
OII D 1.0%
FUN F 1.0%
AAP F 1.0%
EAF D 1.0%
HPP F 1.0%
DFH C 1.0%
CSTM D 1.0%
CLMT C 1.0%
SWN C 1.0%
POST B 1.0%
VSAT F 1.0%
SVC F 1.0%
VAC D 1.0%
RIG F 1.0%
TPH B 1.0%
MUR F 1.0%
NOVA D 1.0%
QVCD C 1.0%
WNC F 1.0%
CVI F 1.0%
NBR F 1.0%
BDN A 1.0%
BWXT A 1.0%
MTX D 1.0%
ENTG D 1.0%
ABG D 1.0%
MHO A 1.0%
SAIC B 1.0%
ATGE C 1.0%
DAN F 1.0%
TWI D 1.0%
VTOL D 1.0%
CRS B 1.0%
AXL F 1.0%
SM F 1.0%
PRAA F 1.0%
DKL C 1.0%
RHP C 1.0%
CCSI C 1.0%
GPK B 1.0%
LGIH C 1.0%
ENVA C 1.0%
MMLP D 1.0%
BBWI F 1.0%
ACHC F 1.0%
FLL F 1.0%
ANGI C 1.0%
TMHC B 1.0%
THS C 1.0%
FCFS D 1.0%
CAR D 1.0%
UNFI B 1.0%
KALU D 1.0%
UONE F 1.0%
LXU D 1.0%
NAVI D 1.0%
WH C 1.0%
PTVE D 1.0%
HL C 1.0%
TFX B 1.0%
CRL F 1.0%
MSTR C 1.0%
LW D 1.0%
NGVT D 1.0%
ADNT D 1.0%
AA C 1.0%
MTDR F 1.0%
SUN D 1.0%
ASGN D 1.0%
HESM D 1.0%
UAN F 1.0%
FPH B 1.0%
SLGN A 1.0%
ATSG C 1.0%
ENR B 1.0%
FLR D 1.0%
TRN C 1.0%
NCLH C 1.0%
STR D 1.0%
AM A 1.0%
VYX D 1.0%
CACC F 1.0%
RRR D 1.0%
CWK C 1.0%
SPR D 1.0%
CHDN D 1.0%
GEL D 1.0%
GPI C 1.0%
CNSL A 1.0%
NOG D 1.0%
HHH B 1.0%
LNW F 1.0%
PK D 1.0%
MGM D 1.0%
CC D 1.0%
AAL D 1.0%
ESI B 1.0%
ELAN D 1.0%
OMF D 1.0%
MOH D 1.0%
BALL B 1.0%
SEE B 1.0%
VRT B 1.0%
KNTK C 1.0%
COOP C 1.0%
BGS D 1.0%
COIN F 1.0%
CCO D 1.0%
NXST D 1.0%
GFF B 1.0%
TGNA B 1.0%
PCG B 1.0%
FTAI B 1.0%
TGI F 1.0%
ARMK B 1.0%
HEES D 1.0%
WCC C 1.0%
CIVI F 1.0%
AVTR D 1.0%
FYBR C 1.0%
URI B 1.0%
TEN D 1.0%
SIRI C 1.0%
CCL C 1.0%
THC C 1.0%
UNIT C 1.0%
IBHH Underweight 317 Positions Relative to HLGE
Symbol Grade Weight
EBAY A -1.07%
META A -1.01%
CARG C -0.99%
ORCL C -0.97%
NVDA C -0.96%
AMZN C -0.95%
GOOGL C -0.95%
QCOM D -0.93%
TXN C -0.91%
NXPI F -0.88%
MSFT C -0.86%
STX B -0.85%
DELL D -0.83%
JNJ C -0.82%
NTAP D -0.82%
PSTG F -0.81%
WMT A -0.81%
CVLT C -0.81%
YELP F -0.81%
AAPL C -0.8%
CL D -0.8%
HPQ C -0.78%
MPWR C -0.77%
WDC C -0.77%
NOW C -0.77%
ELV F -0.74%
HPE C -0.74%
CRUS D -0.73%
MCHP F -0.72%
LOW A -0.71%
VRTX D -0.71%
MTCH C -0.7%
FICO C -0.68%
DLB D -0.67%
OLED C -0.66%
HD A -0.65%
ADI C -0.65%
TJX C -0.65%
REGN D -0.65%
LLY D -0.63%
GM D -0.62%
MTD B -0.62%
TMUS A -0.62%
DDS D -0.62%
BKNG C -0.61%
FTNT C -0.6%
MCK F -0.6%
UNH B -0.59%
LMT A -0.59%
PRGS B -0.59%
PI B -0.58%
AXNX A -0.57%
MRK F -0.56%
TRIP F -0.55%
AVGO C -0.53%
M F -0.53%
KR B -0.53%
T A -0.52%
COST C -0.52%
SMCI F -0.51%
BSX A -0.51%
NFLX C -0.51%
PINS D -0.5%
GILD A -0.5%
BK C -0.49%
PANW D -0.48%
AMED D -0.48%
KO B -0.48%
CMCSA B -0.48%
ZTS B -0.47%
HCA A -0.47%
OLLI C -0.46%
GS D -0.45%
BRK.A C -0.44%
EA D -0.43%
MCO C -0.42%
IAC C -0.42%
SWKS F -0.42%
SYK C -0.41%
CI C -0.41%
VRNS C -0.41%
TMO C -0.4%
ABBV A -0.4%
VZ A -0.39%
SNAP D -0.39%
A B -0.38%
C B -0.38%
TGT C -0.38%
GD A -0.38%
DIOD F -0.37%
PEP D -0.37%
PNC C -0.37%
AMGN D -0.36%
MTB C -0.36%
ABT C -0.35%
UBER C -0.35%
PG C -0.35%
CORT B -0.35%
BAC D -0.34%
DUK B -0.34%
MS B -0.34%
SO A -0.34%
MU D -0.34%
FITB C -0.34%
QLYS F -0.33%
ISRG C -0.33%
RTX A -0.33%
KMB B -0.33%
INTU F -0.32%
JPM D -0.32%
NVR A -0.32%
BMY B -0.31%
COLL B -0.31%
EDR A -0.31%
WFC D -0.3%
WELL B -0.3%
CW A -0.3%
MDT A -0.3%
ZETA B -0.29%
HUM F -0.29%
STT C -0.29%
TEL D -0.28%
CRWD D -0.28%
SYY B -0.28%
MTSI C -0.28%
CALM A -0.28%
YUM B -0.28%
CNC F -0.27%
HEI C -0.27%
UTHR B -0.27%
ADSK C -0.26%
QRVO F -0.26%
MCRI B -0.26%
USB C -0.26%
RF C -0.26%
CDNS D -0.26%
PHM A -0.26%
PRU C -0.26%
PFE D -0.25%
AXP A -0.25%
CB A -0.25%
ETR A -0.25%
PEG A -0.25%
RMD C -0.24%
HBAN C -0.24%
SMTC C -0.23%
NYT B -0.23%
KTB B -0.23%
MSGS B -0.23%
GRMN D -0.23%
TENB F -0.23%
PRG C -0.22%
WMK D -0.22%
GDDY D -0.22%
HRB C -0.22%
INCY B -0.21%
POWI F -0.21%
TYL C -0.21%
ZUO F -0.21%
SNPS F -0.21%
PPL A -0.21%
HON B -0.21%
TSCO A -0.2%
HSY D -0.2%
CINF A -0.2%
JHG C -0.2%
INTC D -0.2%
EXEL C -0.2%
PGR C -0.2%
ACIW A -0.19%
ITCI D -0.19%
NOC B -0.19%
BJ D -0.19%
SYF C -0.19%
AVB C -0.19%
FSLR C -0.19%
DHR B -0.18%
ADUS C -0.18%
BOX C -0.18%
WAT B -0.18%
LRN C -0.18%
PSMT B -0.18%
AMD D -0.18%
ROST C -0.18%
KVUE C -0.18%
VICI C -0.17%
SPG A -0.17%
IMKTA F -0.17%
CHE B -0.17%
KSS D -0.16%
TDC D -0.16%
AFL A -0.16%
MMSI C -0.16%
PDCO F -0.16%
DGX C -0.16%
FCNCA D -0.16%
BLK B -0.16%
FE A -0.16%
APPN D -0.15%
COF C -0.15%
ANSS D -0.15%
AEP B -0.15%
SPGI C -0.15%
CRVL C -0.15%
FLO C -0.15%
NHI C -0.15%
SHOO A -0.14%
EQR C -0.14%
ADBE F -0.14%
LOPE D -0.14%
BDX B -0.14%
SHO D -0.13%
CRDO C -0.13%
CHD B -0.13%
WSM C -0.13%
ORI A -0.13%
SFM A -0.12%
TROW D -0.12%
ALKT D -0.12%
SQSP A -0.12%
AMP A -0.12%
DHI B -0.12%
TFC D -0.12%
IDXX D -0.11%
EIX A -0.11%
LHX A -0.11%
FOXA A -0.11%
AVT B -0.11%
ED A -0.11%
LZB C -0.11%
EQH C -0.11%
AGYS D -0.11%
BKE C -0.11%
BBY B -0.11%
ICE A -0.11%
ZBH F -0.11%
VEEV C -0.1%
GIS B -0.1%
DFIN D -0.1%
COKE B -0.1%
SF A -0.1%
JXN B -0.1%
MOG.A B -0.1%
RJF B -0.1%
ROP C -0.09%
DTE A -0.09%
VTR B -0.09%
O A -0.09%
KLG D -0.09%
JEF B -0.09%
ETSY F -0.09%
UNM A -0.08%
SRE A -0.08%
THO C -0.08%
APP B -0.08%
BPOP D -0.08%
VTRS D -0.08%
MET A -0.08%
HIMS C -0.08%
PJT C -0.08%
F D -0.08%
ACGL A -0.07%
OFG D -0.07%
VRSN C -0.07%
LNTH C -0.07%
CPRX C -0.06%
WBA F -0.06%
VSTO D -0.06%
ABNB D -0.06%
DOCS B -0.06%
AIG F -0.06%
AEE A -0.06%
FTDR C -0.06%
PINC F -0.06%
CAH B -0.06%
MDLZ C -0.05%
LMAT B -0.05%
PRDO D -0.05%
WOR F -0.05%
STE D -0.05%
SGH F -0.05%
DOCU B -0.05%
NWL D -0.05%
AXS A -0.05%
EVR C -0.05%
CBRE A -0.04%
WEC A -0.04%
HLI B -0.04%
MKL B -0.04%
BCO A -0.04%
ZS F -0.04%
CASY D -0.04%
FHI C -0.04%
LTC C -0.03%
CTRE B -0.03%
MORN C -0.03%
CFG D -0.03%
APO A -0.03%
MANH C -0.03%
MCD A -0.03%
MRVL C -0.03%
VCTR C -0.03%
DIS D -0.03%
TNL B -0.02%
CASH D -0.02%
COLM B -0.02%
WHR C -0.02%
MMM B -0.02%
ALL C -0.02%
PFBC D -0.02%
SNEX C -0.02%
BRBR B -0.02%
ANIP D -0.01%
UE B -0.01%
AMG C -0.01%
PIPR C -0.01%
CVS D -0.01%
Compare ETFs