INRO vs. HLGE ETF Comparison

Comparison of BlackRock U.S. Industry Rotation ETF (INRO) to Hartford Longevity Economy ETF (HLGE)

INRO

BlackRock U.S. Industry Rotation ETF

INRO Description

INRO is targeted US equity exposure, actively managed by shifting the selection and weighting of the portfolio towards industries among the broad domestic market. Portfolio allocation is based on five potential sources of return: information regarding the current economic cycle, valuation, quality metrics, analyst expectation data and recent individual industry trends. The strategy aims to capture the potential alpha from the dispersion between industry allocations and the broad market. During temporary defensive periods, the fund may depart from this principal investment strategy to invest 100% of the portfolio in liquid, short-term securities. The fund may engage in active and frequent trading. Derivatives may also be used to seek returns or hedge exposure. Up to one-third of the value of the funds assets may be lending.

Grade (RS Rating)

Last Trade

$28.39

Average Daily Volume

3,548

Number of Holdings ^*

429

* 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

$32.68

Average Daily Volume

469

Number of Holdings ^*

339

* may have additional holdings in another (foreign) market

Performance

Period	INRO	HLGE
30 Days	5.09%	3.61%
60 Days	6.25%	3.94%
90 Days	7.10%	5.95%
12 Months		29.57%

160 Overlapping Holdings

Symbol	Grade	Weight in INRO	Weight in HLGE	Overlap
A	D	0.05%	0.35%	0.05%
AAPL	C	5.76%	0.82%	0.82%
ABBV	D	0.39%	0.33%	0.33%
ACGL	D	0.05%	0.06%	0.05%
ACI	C	0.01%	0.41%	0.01%
ADBE	C	0.32%	0.14%	0.14%
ADI	D	0.22%	0.6%	0.22%
ADSK	A	0.09%	0.28%	0.09%
AEP	D	0.32%	0.13%	0.13%
AFL	B	0.09%	0.15%	0.09%
AIG	B	0.09%	0.06%	0.06%
ALL	A	0.08%	0.02%	0.02%
AMD	F	0.47%	0.16%	0.16%
AMGN	D	0.2%	0.3%	0.2%
AMP	A	0.19%	0.15%	0.15%
AMZN	C	1.47%	1.05%	1.05%
ANSS	B	0.05%	0.16%	0.05%
APO	B	0.01%	0.04%	0.01%
APP	B	0.1%	0.18%	0.1%
AVB	B	0.01%	0.18%	0.01%
AVGO	D	1.54%	0.53%	0.53%
AXP	A	1.14%	0.27%	0.27%
BAC	A	0.81%	0.38%	0.38%
BBY	D	0.05%	0.1%	0.05%
BK	A	0.11%	0.52%	0.11%
BMY	B	0.11%	0.35%	0.11%
BRK.A	B	0.06%	0.44%	0.06%
C	A	0.34%	0.44%	0.34%
CB	C	0.17%	0.24%	0.17%
CBRE	B	0.87%	0.04%	0.04%
CDNS	B	0.12%	0.28%	0.12%
CFG	B	0.06%	0.03%	0.03%
CINF	A	0.04%	0.21%	0.04%
COF	B	0.48%	0.19%	0.19%
COST	B	0.47%	0.51%	0.47%
CRWD	B	0.12%	0.35%	0.12%
DELL	C	0.07%	0.94%	0.07%
DHI	D	0.33%	0.1%	0.1%
DHR	F	0.19%	0.15%	0.15%
DOCU	A	0.02%	0.07%	0.02%
DUK	C	0.54%	0.31%	0.31%
EBAY	D	0.02%	1.01%	0.02%
EIX	B	0.21%	0.1%	0.1%
EQR	B	0.01%	0.13%	0.01%
ETR	B	0.2%	0.28%	0.2%
F	C	0.06%	0.08%	0.06%
FCNCA	A	0.05%	0.18%	0.05%
FE	C	0.15%	0.14%	0.14%
FICO	B	0.08%	0.81%	0.08%
FITB	A	0.08%	0.37%	0.08%
FSLR	F	0.04%	0.16%	0.04%
FTNT	C	0.08%	0.72%	0.08%
GD	F	0.03%	0.35%	0.03%
GDDY	A	0.01%	0.27%	0.01%
GEN	B	0.02%	0.41%	0.02%
GILD	C	0.14%	0.54%	0.14%
GM	B	0.09%	0.74%	0.09%
GOOGL	C	3.13%	1.03%	1.03%
GRMN	B	0.22%	0.28%	0.22%
GS	A	0.64%	0.53%	0.53%
HBAN	A	0.07%	0.28%	0.07%
HD	A	1.17%	0.67%	0.67%
HEI	B	0.0%	0.28%	0.0%
HEI	B	0.01%	0.28%	0.01%
HON	B	1.6%	0.23%	0.23%
HPE	B	0.05%	0.89%	0.05%
HPQ	B	0.06%	0.82%	0.06%
ICE	C	0.33%	0.11%	0.11%
INCY	C	0.02%	0.24%	0.02%
INTC	D	0.22%	0.23%	0.22%
INTU	C	0.26%	0.33%	0.26%
IRM	D	0.04%	0.35%	0.04%
JNJ	D	0.37%	0.73%	0.37%
JPM	A	1.74%	0.36%	0.36%
KR	B	0.05%	0.54%	0.05%
LHX	C	0.02%	0.11%	0.02%
LLY	F	0.57%	0.52%	0.52%
LMT	D	0.05%	0.54%	0.05%
LOW	D	0.43%	0.73%	0.43%
MANH	D	0.03%	0.03%	0.03%
MCHP	D	0.08%	0.6%	0.08%
MCO	B	0.28%	0.4%	0.28%
MET	A	0.08%	0.08%	0.08%
META	D	3.68%	1.06%	1.06%
MKL	A	0.04%	0.04%	0.04%
MMM	D	0.76%	0.02%	0.02%
MPWR	F	0.06%	0.48%	0.06%
MRK	F	0.24%	0.46%	0.24%
MRVL	B	0.16%	0.04%	0.04%
MS	A	0.55%	0.44%	0.44%
MSFT	F	4.24%	0.83%	0.83%
MTB	A	0.09%	0.43%	0.09%
MTCH	D	0.02%	0.6%	0.02%
MTD	D	0.03%	0.53%	0.03%
MU	D	0.23%	0.38%	0.23%
NOC	D	0.03%	0.17%	0.03%
NOW	A	0.3%	0.88%	0.3%
NRG	B	0.12%	0.04%	0.04%
NTAP	C	0.04%	0.79%	0.04%
NVDA	C	7.62%	1.17%	1.17%
NVR	D	0.21%	0.3%	0.21%
NXPI	D	0.12%	0.83%	0.12%
ON	D	0.06%	0.34%	0.06%
ORCL	B	0.45%	1.03%	0.45%
PANW	C	0.18%	0.52%	0.18%
PFE	D	0.14%	0.21%	0.14%
PGR	A	0.23%	0.2%	0.2%
PHM	D	0.18%	0.23%	0.18%
PINS	D	0.05%	0.49%	0.05%
PNC	B	0.21%	0.41%	0.21%
PPL	B	0.05%	0.21%	0.05%
PRU	A	0.07%	0.27%	0.07%
PSTG	D	0.03%	0.79%	0.03%
PTC	A	0.04%	0.26%	0.04%
QCOM	F	0.39%	0.89%	0.39%
QRVO	F	0.01%	0.16%	0.01%
REGN	F	0.11%	0.43%	0.11%
RF	A	0.07%	0.29%	0.07%
RJF	A	0.13%	0.13%	0.13%
ROP	B	0.09%	0.08%	0.08%
ROST	C	0.14%	0.17%	0.14%
RTX	C	0.06%	0.32%	0.06%
SMCI	F	0.03%	0.2%	0.03%
SNAP	C	0.03%	0.42%	0.03%
SNPS	B	0.12%	0.24%	0.12%
SO	D	0.6%	0.32%	0.32%
SPGI	C	0.55%	0.14%	0.14%
STT	A	0.05%	0.31%	0.05%
STX	D	0.03%	0.79%	0.03%
SWKS	F	0.03%	0.36%	0.03%
SYF	B	0.18%	0.25%	0.18%
SYY	B	0.04%	0.27%	0.04%
TDG	D	0.03%	0.21%	0.03%
TFC	A	0.17%	0.13%	0.13%
TGT	F	0.08%	0.37%	0.08%
TJX	A	0.39%	0.63%	0.39%
TMO	F	0.24%	0.33%	0.24%
TMUS	B	4.56%	0.7%	0.7%
TROW	B	0.05%	0.13%	0.05%
TSCO	D	0.09%	0.19%	0.09%
TXN	C	0.39%	0.92%	0.39%
TYL	B	0.04%	0.21%	0.04%
UBER	D	0.49%	0.34%	0.34%
UNH	C	0.01%	0.57%	0.01%
USB	A	0.2%	0.28%	0.2%
UTHR	C	0.02%	0.3%	0.02%
VICI	C	0.05%	0.15%	0.05%
VRSN	F	0.01%	0.07%	0.01%
VRTX	F	0.15%	0.68%	0.15%
VTR	C	0.06%	0.08%	0.06%
VTRS	A	0.01%	0.08%	0.01%
WAT	B	0.03%	0.2%	0.03%
WBA	F	0.0%	0.05%	0.0%
WDC	D	0.04%	0.74%	0.04%
WELL	A	0.18%	0.3%	0.18%
WFC	A	0.64%	0.39%	0.39%
WMT	A	0.45%	0.82%	0.45%
WSM	B	0.05%	0.12%	0.05%
ZS	C	0.03%	0.05%	0.03%
ZTS	D	0.08%	0.41%	0.08%

INRO Overweight 269 Positions Relative to HLGE

Symbol	Grade	Weight
GOOG	C	2.72%
BXP	D	1.35%
TSLA	B	1.32%
NEE	D	0.97%
XOM	B	0.95%
PM	B	0.87%
TT	A	0.65%
CSGP	D	0.63%
VMC	B	0.59%
MLM	B	0.57%
UNP	C	0.54%
CVX	A	0.5%
ETN	A	0.48%
URI	B	0.47%
BX	A	0.45%
CRM	B	0.45%
CEG	D	0.45%
GWW	B	0.44%
CARR	D	0.42%
SCHW	B	0.41%
MO	A	0.41%
FAST	B	0.4%
JCI	C	0.39%
WM	A	0.37%
PWR	A	0.37%
CAT	B	0.35%
CTAS	B	0.34%
KKR	A	0.31%
GEV	B	0.31%
AMAT	F	0.3%
CME	A	0.3%
ADP	B	0.29%
DFS	B	0.29%
LEN	D	0.28%
PCG	A	0.26%
EXC	C	0.25%
CSX	B	0.25%
Z	A	0.25%
XEL	A	0.24%
EMR	A	0.24%
COP	C	0.24%
NSC	B	0.22%
WCN	A	0.21%
ORLY	B	0.21%
CPRT	A	0.21%
DE	A	0.2%
RSG	A	0.2%
COIN	C	0.2%
VST	B	0.19%
EME	C	0.19%
APH	A	0.19%
LRCX	F	0.19%
PLTR	B	0.18%
PH	A	0.17%
KLAC	D	0.17%
ODFL	B	0.16%
WSO	A	0.16%
MMC	B	0.16%
MSCI	C	0.16%
VRT	B	0.16%
EOG	A	0.15%
AME	A	0.15%
AZO	C	0.15%
BLDR	D	0.15%
ITW	B	0.15%
NDAQ	A	0.14%
ES	D	0.14%
LII	A	0.14%
CSL	C	0.14%
WMB	A	0.13%
SW	A	0.13%
FCX	D	0.12%
MAS	D	0.12%
OC	A	0.12%
OKE	A	0.12%
ARES	A	0.12%
EVRG	A	0.11%
PAYX	C	0.11%
LNT	A	0.11%
VLTO	D	0.11%
PCAR	B	0.11%
AMT	D	0.11%
AON	A	0.11%
NEM	D	0.11%
ACM	A	0.11%
AJG	B	0.1%
CMI	A	0.1%
PKG	A	0.1%
KMI	A	0.1%
PSX	C	0.1%
MPC	D	0.1%
ROK	B	0.1%
EQIX	A	0.1%
MSTR	C	0.1%
NTRS	A	0.1%
GLW	B	0.09%
IP	B	0.09%
LNG	B	0.09%
TRV	B	0.09%
VRSK	A	0.09%
SLB	C	0.09%
BR	A	0.08%
TRGP	B	0.08%
EFX	F	0.08%
OTIS	C	0.08%
HUBB	B	0.08%
LPLA	A	0.08%
IR	B	0.08%
FDS	B	0.08%
GE	D	0.08%
VLO	C	0.08%
ALLE	D	0.08%
WDAY	B	0.08%
BALL	D	0.08%
PSA	D	0.07%
BKR	B	0.07%
WAB	B	0.07%
MELI	D	0.07%
AMCR	D	0.07%
HES	B	0.07%
DLR	B	0.07%
AVY	D	0.07%
ACN	C	0.07%
CCI	D	0.06%
JBHT	C	0.06%
DDOG	A	0.06%
XYL	D	0.06%
KEYS	A	0.06%
HOOD	B	0.06%
AOS	F	0.06%
OXY	D	0.06%
TEAM	A	0.06%
FANG	D	0.06%
ROL	B	0.06%
FBIN	D	0.06%
TW	A	0.06%
IBM	C	0.06%
IQV	D	0.05%
WTW	B	0.05%
HUBS	A	0.05%
ULTA	F	0.05%
ATO	A	0.05%
LDOS	C	0.05%
CG	A	0.05%
CCK	C	0.05%
FTV	C	0.05%
BURL	A	0.05%
TPL	A	0.05%
CDW	F	0.05%
HIG	B	0.05%
KEY	B	0.05%
DOV	A	0.05%
PNR	A	0.04%
SNA	A	0.04%
ARE	D	0.04%
TRMB	B	0.04%
UPS	C	0.04%
ALNY	D	0.04%
BRO	B	0.04%
J	F	0.04%
MKTX	D	0.04%
HAL	C	0.04%
MA	C	0.04%
CBOE	B	0.04%
DVN	F	0.04%
EQT	B	0.04%
PFG	D	0.04%
BA	F	0.04%
BAH	F	0.04%
ZBRA	B	0.04%
EXR	D	0.04%
TDY	B	0.04%
V	A	0.04%
TRU	D	0.04%
SWK	D	0.03%
MRO	B	0.03%
DT	C	0.03%
EG	C	0.03%
PAYC	B	0.03%
DAY	B	0.03%
ILMN	D	0.03%
NDSN	B	0.03%
CTRA	B	0.03%
SBAC	D	0.03%
WST	C	0.03%
WRB	A	0.03%
L	A	0.03%
BIIB	F	0.03%
DOC	D	0.03%
WY	D	0.03%
GGG	B	0.03%
ENTG	D	0.03%
LIN	D	0.03%
JBL	B	0.03%
DAL	C	0.03%
ZM	B	0.03%
TER	D	0.03%
IEX	B	0.03%
AES	F	0.03%
SSNC	B	0.03%
BEN	C	0.03%
DKS	C	0.03%
KMX	B	0.03%
KNX	B	0.03%
IT	C	0.02%
BMRN	D	0.02%
NBIX	C	0.02%
LUV	C	0.02%
MRNA	F	0.02%
TTC	D	0.02%
DINO	D	0.02%
DG	F	0.02%
SEIC	B	0.02%
ERIE	D	0.02%
ENPH	F	0.02%
AXON	A	0.02%
AVTR	F	0.02%
AIZ	A	0.02%
ALLY	C	0.02%
HWM	A	0.02%
AFG	A	0.02%
RVTY	F	0.02%
UHAL	D	0.02%
IOT	A	0.02%
BBWI	D	0.02%
CNH	C	0.02%
OVV	B	0.02%
FDX	B	0.02%
GLPI	C	0.02%
CPT	B	0.01%
CTVA	C	0.01%
FIS	C	0.01%
APD	A	0.01%
SUI	D	0.01%
DOW	F	0.01%
SHW	A	0.01%
STLD	B	0.01%
TXT	D	0.01%
MDB	C	0.01%
ESS	B	0.01%
RS	B	0.01%
MAA	B	0.01%
INVH	D	0.01%
RPRX	D	0.01%
PYPL	B	0.01%
EPAM	C	0.01%
TWLO	A	0.01%
BIO	D	0.01%
NET	B	0.01%
CTLT	B	0.01%
DD	D	0.01%
APA	D	0.01%
RIVN	F	0.01%
DLTR	F	0.01%
EXAS	D	0.01%
NUE	C	0.01%
SNOW	C	0.01%
CRL	C	0.01%
FI	A	0.01%
TECH	D	0.01%
CHRD	D	0.01%
BSY	D	0.01%
CTSH	B	0.01%
LYB	F	0.0%
HII	D	0.0%
ECL	D	0.0%
CHRW	C	0.0%
FNF	B	0.0%
EXPD	D	0.0%

INRO Underweight 180 Positions Relative to HLGE

Symbol	Grade	Weight
CARG	C	-1.18%
CARS	B	-0.94%
CVLT	B	-0.89%
YELP	C	-0.86%
JWN	C	-0.76%
DDS	B	-0.75%
BKNG	A	-0.74%
MCK	B	-0.68%
CL	D	-0.67%
DLB	B	-0.66%
PRGS	A	-0.66%
NFLX	A	-0.6%
CRUS	D	-0.57%
TRIP	F	-0.57%
AXNX	C	-0.57%
PI	D	-0.56%
CMCSA	B	-0.54%
ELV	F	-0.53%
OLED	D	-0.53%
M	D	-0.53%
BSX	B	-0.52%
T	A	-0.5%
CORT	B	-0.49%
EA	A	-0.47%
AMED	F	-0.43%
KO	D	-0.41%
OLLI	D	-0.41%
SYK	C	-0.4%
VRNS	D	-0.39%
HCA	F	-0.39%
QLYS	C	-0.38%
IAC	D	-0.36%
CALM	A	-0.36%
ISRG	A	-0.35%
CI	F	-0.35%
CW	B	-0.34%
VZ	C	-0.34%
MTSI	B	-0.34%
XRX	F	-0.33%
PEP	F	-0.33%
ABT	B	-0.33%
PG	A	-0.32%
DIOD	D	-0.32%
EDR	A	-0.31%
KMB	D	-0.3%
MCRI	A	-0.28%
YUM	B	-0.28%
MDT	D	-0.28%
SMTC	B	-0.26%
KTB	B	-0.26%
RCL	A	-0.25%
EXEL	B	-0.25%
PEG	A	-0.25%
OGN	D	-0.25%
HUM	C	-0.25%
TENB	C	-0.24%
JHG	A	-0.24%
MSGS	A	-0.24%
COLL	F	-0.24%
COR	B	-0.24%
WMK	C	-0.23%
ZUO	B	-0.23%
RMD	C	-0.22%
POWI	D	-0.22%
NYT	C	-0.22%
ITCI	C	-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%
HRB	D	-0.2%
CNC	D	-0.2%
ACIW	B	-0.2%
CRDO	B	-0.19%
BOX	B	-0.18%
SPG	B	-0.18%
ZETA	D	-0.18%
KVUE	A	-0.18%
BLK	C	-0.18%
HSY	F	-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%
KSS	F	-0.15%
SFM	A	-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%
SF	B	-0.13%
SHOO	D	-0.13%
AGYS	A	-0.13%
CHD	B	-0.13%
BDX	F	-0.13%
BKE	B	-0.12%
SHO	C	-0.12%
JXN	C	-0.12%
EQH	B	-0.12%
LZB	B	-0.11%
AVT	C	-0.11%
MOG.A	B	-0.11%
JEF	A	-0.11%
ZBH	C	-0.11%
HOLX	D	-0.11%
ED	D	-0.1%
VEEV	C	-0.1%
PJT	A	-0.1%
HIMS	B	-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%
DFIN	D	-0.08%
GOLF	B	-0.08%
IDXX	F	-0.08%
PINC	B	-0.07%
FTDR	A	-0.07%
BPOP	B	-0.07%
DOCS	C	-0.07%
AXS	A	-0.06%
PRDO	B	-0.06%
CPRX	C	-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%
EPC	D	-0.05%
WEC	A	-0.04%
MDLZ	F	-0.04%
VCTR	B	-0.04%
DIS	B	-0.04%
PBH	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%
BCO	D	-0.03%
COLM	B	-0.02%
TNL	A	-0.02%
CASH	A	-0.02%
WHR	B	-0.02%
ANIP	F	-0.01%
UE	C	-0.01%
AMG	B	-0.01%
CVS	D	-0.01%
PIPR	B	-0.01%