IGV vs. HLGE ETF Comparison

Comparison of iShares Expanded Tech-Software Sector ETF (IGV) to Hartford Longevity Economy ETF (HLGE)

IGV

iShares Expanded Tech-Software Sector ETF

IGV Description

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P North American Technology Software IndexTM (the "underlying index"). The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of U.S.-traded stocks of software-related companies in the United States and Canada. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$89.90

Average Daily Volume

3,421,759

Number of Holdings ^*

110

* 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

$31.18

Average Daily Volume

425

Number of Holdings ^*

340

* may have additional holdings in another (foreign) market

Performance

Period	IGV	HLGE
30 Days	6.13%	-0.72%
60 Days	15.35%	5.16%
90 Days	1.11%	2.10%
12 Months	32.39%	31.02%

37 Overlapping Holdings

Symbol	Grade	Weight in IGV	Weight in HLGE	Overlap
ACIW	A	0.21%	0.19%	0.19%
ADBE	F	7.3%	0.13%	0.13%
ADSK	B	2.37%	0.25%	0.25%
AGYS	D	0.1%	0.12%	0.1%
ALKT	D	0.07%	0.12%	0.07%
ANSS	D	1.15%	0.15%	0.15%
APP	A	1.1%	0.09%	0.09%
APPN	C	0.06%	0.14%	0.06%
BOX	C	0.19%	0.17%	0.17%
CDNS	D	3.03%	0.25%	0.25%
CRWD	D	2.67%	0.28%	0.28%
CVLT	B	0.27%	0.8%	0.27%
DLB	D	0.18%	0.7%	0.18%
DOCU	A	0.51%	0.06%	0.06%
EA	D	1.41%	0.42%	0.42%
FICO	C	1.9%	0.68%	0.68%
FTNT	A	1.99%	0.59%	0.59%
GEN	A	0.6%	0.38%	0.38%
INTU	F	4.21%	0.29%	0.29%
MANH	A	0.69%	0.03%	0.03%
MSFT	D	8.32%	0.83%	0.83%
NOW	B	6.97%	0.75%	0.75%
ORCL	A	8.68%	0.94%	0.94%
PANW	B	4.27%	0.45%	0.45%
PRGS	A	0.11%	0.67%	0.11%
PTC	B	0.88%	0.24%	0.24%
QLYS	F	0.19%	0.33%	0.19%
ROP	D	2.4%	0.08%	0.08%
SNAP	D	0.46%	0.42%	0.42%
SNPS	F	3.18%	0.21%	0.21%
TDC	D	0.12%	0.16%	0.12%
TENB	D	0.19%	0.24%	0.19%
TYL	D	1.0%	0.21%	0.21%
VRNS	B	0.25%	0.42%	0.25%
ZETA	B	0.24%	0.31%	0.24%
ZS	F	0.65%	0.04%	0.04%
ZUO	F	0.05%	0.2%	0.05%

IGV Overweight 73 Positions Relative to HLGE

Symbol	Grade	Weight
CRM	B	9.06%
PLTR	A	3.0%
WDAY	D	2.09%
DDOG	B	1.44%
MSTR	B	1.24%
HUBS	D	1.11%
TEAM	D	1.04%
TTWO	D	1.01%
ZM	B	0.74%
DT	B	0.64%
NTNX	C	0.59%
GWRE	A	0.59%
IOT	C	0.39%
BSY	D	0.32%
SMAR	A	0.31%
SPSC	D	0.29%
S	C	0.28%
PCOR	D	0.27%
ESTC	F	0.27%
U	D	0.26%
AZPN	A	0.25%
AUR	C	0.24%
GTLB	D	0.24%
DBX	C	0.24%
ALTR	B	0.23%
PATH	D	0.23%
APPF	C	0.22%
MARA	F	0.21%
HCP	A	0.21%
BILL	D	0.21%
CFLT	F	0.2%
CCCS	D	0.19%
QTWO	B	0.19%
WK	D	0.17%
CWAN	B	0.16%
BLKB	C	0.14%
IDCC	A	0.14%
PEGA	B	0.13%
NCNO	F	0.12%
ENV	C	0.12%
YOU	C	0.12%
AI	D	0.11%
ALRM	F	0.11%
BL	D	0.11%
DV	F	0.1%
CLSK	F	0.1%
RNG	F	0.1%
FIVN	F	0.09%
INTA	C	0.09%
RPD	D	0.09%
VERX	B	0.08%
VYX	C	0.08%
BRZE	F	0.08%
FRSH	F	0.08%
RIOT	F	0.08%
RAMP	F	0.07%
PD	F	0.07%
SPT	F	0.06%
VRNT	F	0.06%
AVPT	A	0.05%
MTTR	B	0.05%
ADEA	B	0.05%
PWSC	C	0.05%
ETWO	F	0.04%
NABL	F	0.04%
CXM	F	0.04%
ASAN	F	0.04%
ATEN	B	0.04%
JAMF	F	0.04%
SWI	B	0.03%
PRO	F	0.03%
SEMR	C	0.02%
MLNK	F	0.02%

IGV Underweight 303 Positions Relative to HLGE

Symbol	Grade	Weight
EBAY	A	-1.08%
META	A	-1.08%
GOOGL	B	-1.0%
CARG	C	-1.0%
NVDA	B	-0.96%
AMZN	C	-0.95%
QCOM	D	-0.92%
TXN	C	-0.92%
STX	C	-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%
WMT	A	-0.81%
DELL	C	-0.81%
WDC	C	-0.8%
HPQ	B	-0.8%
PSTG	F	-0.79%
JNJ	D	-0.78%
MPWR	B	-0.77%
CL	D	-0.77%
LOW	C	-0.75%
MTCH	B	-0.74%
JWN	D	-0.73%
MCHP	F	-0.72%
CRUS	D	-0.69%
HD	A	-0.69%
ELV	F	-0.68%
VRTX	D	-0.68%
DDS	D	-0.67%
PI	A	-0.66%
OLED	B	-0.66%
ADI	B	-0.65%
MTD	C	-0.65%
BKNG	B	-0.63%
TJX	D	-0.63%
TMUS	A	-0.62%
LMT	A	-0.62%
LLY	D	-0.6%
REGN	D	-0.59%
GM	D	-0.59%
UNH	B	-0.58%
TRIP	D	-0.57%
AXNX	A	-0.57%
MCK	F	-0.57%
PINS	D	-0.56%
M	D	-0.54%
MRK	F	-0.54%
KR	C	-0.53%
AVGO	B	-0.53%
NFLX	A	-0.52%
BSX	A	-0.51%
CMCSA	B	-0.51%
T	B	-0.51%
COST	C	-0.5%
GILD	A	-0.5%
BK	A	-0.49%
KO	C	-0.48%
HCA	C	-0.47%
AMED	D	-0.47%
ZTS	C	-0.46%
GS	B	-0.45%
OLLI	C	-0.44%
BRK.A	B	-0.44%
CORT	B	-0.43%
ACI	F	-0.41%
SWKS	F	-0.41%
C	B	-0.4%
A	B	-0.4%
ABBV	C	-0.4%
XRX	D	-0.4%
MCO	D	-0.4%
IAC	C	-0.4%
CI	D	-0.39%
VZ	C	-0.39%
SYK	C	-0.39%
TMO	D	-0.39%
MU	D	-0.39%
GD	C	-0.38%
DIOD	F	-0.38%
IRM	B	-0.38%
ON	F	-0.37%
TGT	C	-0.37%
UBER	C	-0.36%
MTB	A	-0.36%
PNC	C	-0.36%
RTX	A	-0.35%
PEP	F	-0.35%
MS	A	-0.35%
NVR	C	-0.34%
FITB	C	-0.34%
AMGN	D	-0.34%
PG	D	-0.34%
SO	A	-0.34%
KMB	D	-0.33%
COLL	A	-0.33%
DUK	C	-0.33%
ABT	C	-0.33%
BAC	B	-0.33%
OGN	F	-0.32%
EDR	A	-0.32%
ISRG	C	-0.32%
BMY	A	-0.32%
CW	A	-0.32%
WFC	B	-0.31%
CALM	A	-0.31%
JPM	C	-0.31%
STT	A	-0.3%
WELL	C	-0.3%
MTSI	B	-0.3%
MDT	C	-0.3%
YUM	C	-0.29%
UTHR	C	-0.28%
SYY	D	-0.28%
HEI	C	-0.27%
PHM	C	-0.27%
PEG	A	-0.27%
USB	C	-0.26%
HUM	F	-0.26%
CNC	F	-0.26%
ETR	A	-0.26%
RF	B	-0.26%
PRU	B	-0.26%
MCRI	B	-0.26%
CB	A	-0.25%
QRVO	F	-0.25%
AXP	A	-0.25%
SMTC	C	-0.24%
KTB	C	-0.24%
TDG	A	-0.24%
GDDY	B	-0.23%
COR	F	-0.23%
NYT	C	-0.23%
HBAN	B	-0.23%
PFE	D	-0.23%
GRMN	D	-0.23%
MSGS	A	-0.23%
PPL	C	-0.22%
INTC	D	-0.22%
HRB	C	-0.22%
POWI	F	-0.22%
RMD	C	-0.22%
EHC	C	-0.21%
LAMR	C	-0.21%
INCY	B	-0.21%
WMK	D	-0.21%
HON	C	-0.21%
PRG	C	-0.21%
WAT	B	-0.2%
SYF	A	-0.2%
BJ	B	-0.2%
CINF	A	-0.2%
FSLR	C	-0.2%
PGR	B	-0.2%
HLT	A	-0.2%
TSCO	A	-0.2%
JHG	A	-0.2%
RCL	B	-0.19%
HSY	D	-0.19%
EXEL	B	-0.19%
AMD	C	-0.19%
NOC	B	-0.19%
DHR	D	-0.18%
ROST	D	-0.18%
CHE	D	-0.18%
KVUE	C	-0.18%
ITCI	D	-0.18%
LRN	D	-0.18%
AVB	C	-0.18%
PSMT	A	-0.18%
BLK	A	-0.17%
KSS	D	-0.17%
ADUS	D	-0.17%
SPG	A	-0.17%
DGX	D	-0.16%
VICI	C	-0.16%
AFL	A	-0.16%
IMKTA	F	-0.16%
FE	C	-0.16%
BDX	C	-0.15%
AEP	C	-0.15%
SHOO	A	-0.15%
SPGI	C	-0.15%
FLO	D	-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	A	-0.15%
WSM	C	-0.14%
WGO	D	-0.14%
CRDO	B	-0.14%
LOPE	D	-0.14%
SHO	B	-0.13%
AMP	A	-0.13%
CHD	D	-0.13%
EQR	C	-0.13%
ORI	A	-0.13%
HOLX	D	-0.12%
SFM	A	-0.12%
TROW	D	-0.12%
SQSP	A	-0.12%
DHI	C	-0.12%
TFC	D	-0.12%
JXN	A	-0.11%
LZB	D	-0.11%
EIX	C	-0.11%
ED	C	-0.11%
BKE	B	-0.11%
EQH	B	-0.11%
AVT	B	-0.11%
ICE	A	-0.11%
LHX	A	-0.11%
ZBH	F	-0.11%
FOXA	B	-0.11%
BBY	C	-0.11%
GIS	C	-0.1%
JEF	A	-0.1%
COKE	C	-0.1%
IDXX	D	-0.1%
RJF	B	-0.1%
MOG.A	C	-0.1%
SF	A	-0.1%
VTR	C	-0.09%
KLG	F	-0.09%
DTE	B	-0.09%
O	C	-0.09%
ETSY	F	-0.09%
VEEV	C	-0.09%
DFIN	B	-0.09%
HIMS	C	-0.09%
SRE	C	-0.08%
BPOP	D	-0.08%
VTRS	D	-0.08%
UNM	A	-0.08%
GOLF	F	-0.08%
F	D	-0.08%
THO	C	-0.08%
MET	A	-0.08%
PJT	A	-0.08%
CHTR	D	-0.07%
VRSN	C	-0.07%
LNTH	C	-0.07%
EVR	C	-0.06%
EPC	F	-0.06%
PINC	F	-0.06%
AIG	C	-0.06%
FTDR	B	-0.06%
ABNB	D	-0.06%
CAH	B	-0.06%
AEE	A	-0.06%
DOCS	A	-0.06%
OFG	D	-0.06%
ACGL	A	-0.06%
WOR	F	-0.05%
LMAT	A	-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	B	-0.05%
CPRX	C	-0.05%
DIS	D	-0.04%
CBRE	C	-0.04%
NRG	A	-0.04%
WEC	B	-0.04%
HLI	A	-0.04%
MKL	B	-0.04%
CASY	D	-0.04%
BCO	C	-0.04%
MDLZ	D	-0.04%
FHI	A	-0.04%
CNK	D	-0.03%
LTC	D	-0.03%
BRBR	A	-0.03%
LYV	A	-0.03%
CTRE	C	-0.03%
CFG	C	-0.03%
MORN	B	-0.03%
MRVL	C	-0.03%
MCD	A	-0.03%
APO	A	-0.03%
VCTR	A	-0.03%
PBH	D	-0.03%
TNL	B	-0.02%
CASH	C	-0.02%
COLM	B	-0.02%
MMM	C	-0.02%
WHR	C	-0.02%
ALL	A	-0.02%
PFBC	D	-0.02%
SNEX	B	-0.02%
UE	C	-0.01%
ANIP	F	-0.01%
AMG	B	-0.01%
PIPR	A	-0.01%
CVS	D	-0.01%