IVOO vs. HLGE ETF Comparison

Comparison of Vanguard S&P Mid-Cap 400 ETF (IVOO) to Hartford Longevity Economy ETF (HLGE)

IVOO

Vanguard S&P Mid-Cap 400 ETF

IVOO Description

The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400Â® Index. The index measures the performance of mid-capitalization stocks. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Grade (RS Rating)

Last Trade

$103.68

Average Daily Volume

69,258

Number of Holdings ^*

391

* 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

$30.99

Average Daily Volume

704

Number of Holdings ^*

332

* may have additional holdings in another (foreign) market

Performance

Period	IVOO	HLGE
30 Days	1.63%	2.89%
60 Days	0.96%	-0.22%
90 Days	4.75%	2.71%
12 Months	20.93%	25.33%

54 Overlapping Holdings

Symbol	Grade	Weight in IVOO	Weight in HLGE	Overlap
AMED	D	0.11%	0.44%	0.11%
ANF	D	0.26%	0.04%	0.04%
AVT	D	0.17%	0.17%	0.17%
BJ	D	0.41%	0.08%	0.08%
BRBR	C	0.23%	0.28%	0.23%
BRKR	D	0.23%	0.04%	0.04%
BWXT	D	0.32%	0.12%	0.12%
CASY	C	0.5%	0.06%	0.06%
CHE	C	0.3%	0.48%	0.3%
COKE	C	0.19%	0.44%	0.19%
COLM	B	0.1%	0.06%	0.06%
CRI	C	0.08%	0.05%	0.05%
CRUS	D	0.25%	0.48%	0.25%
CVLT	B	0.23%	1.22%	0.23%
CW	B	0.4%	0.34%	0.34%
DBX	D	0.2%	0.47%	0.2%
DLB	D	0.17%	0.4%	0.17%
EHC	B	0.33%	0.29%	0.29%
EVR	B	0.31%	0.3%	0.3%
EXEL	A	0.24%	0.07%	0.07%
FLO	C	0.15%	0.06%	0.06%
GHC	C	0.09%	0.09%	0.09%
HLI	A	0.28%	0.21%	0.21%
HRB	C	0.28%	0.42%	0.28%
IBOC	C	0.13%	0.1%	0.1%
JEF	B	0.35%	0.09%	0.09%
JWN	C	0.08%	0.57%	0.08%
M	D	0.17%	0.52%	0.17%
MANH	A	0.55%	0.18%	0.18%
MTN	D	0.24%	0.01%	0.01%
MTSI	D	0.19%	0.1%	0.1%
NYT	C	0.31%	0.14%	0.14%
OLED	C	0.34%	0.23%	0.23%
OLLI	C	0.21%	0.36%	0.21%
PSTG	D	0.64%	0.58%	0.58%
PVH	D	0.2%	0.1%	0.1%
QLYS	F	0.19%	0.52%	0.19%
RMBS	F	0.19%	0.17%	0.17%
SEIC	C	0.24%	0.03%	0.03%
SF	B	0.32%	0.11%	0.11%
SFM	B	0.35%	0.24%	0.24%
SKX	C	0.3%	0.3%	0.3%
SNX	D	0.33%	0.04%	0.04%
TDC	F	0.11%	0.24%	0.11%
TGNA	C	0.09%	0.04%	0.04%
THO	C	0.2%	0.19%	0.19%
TXRH	D	0.41%	0.15%	0.15%
USFD	A	0.43%	0.02%	0.02%
VOYA	A	0.26%	0.05%	0.05%
WING	B	0.39%	0.09%	0.09%
WSM	C	0.7%	0.18%	0.18%
WTFC	C	0.25%	0.04%	0.04%
WWD	D	0.33%	0.12%	0.12%
ZD	D	0.08%	0.04%	0.04%

IVOO Overweight 337 Positions Relative to HLGE

Symbol	Grade	Weight
CSL	C	0.7%
ILMN	C	0.69%
LII	A	0.66%
AVTR	B	0.64%
EME	A	0.62%
RS	D	0.61%
BURL	B	0.58%
OC	C	0.57%
BMRN	F	0.56%
RPM	B	0.55%
WSO	C	0.55%
TPL	C	0.55%
BLD	D	0.53%
RGA	B	0.52%
TOL	B	0.52%
THC	B	0.51%
RBA	B	0.51%
NBIX	D	0.5%
FNF	B	0.5%
GGG	C	0.5%
UTHR	C	0.49%
GLPI	B	0.48%
EQH	C	0.47%
XPO	D	0.47%
SRPT	F	0.47%
IBKR	B	0.45%
ELS	B	0.45%
DKS	D	0.44%
WPC	B	0.44%
EWBC	D	0.43%
RNR	B	0.43%
ALLY	F	0.43%
ACM	B	0.43%
FIX	B	0.42%
JLL	B	0.42%
CLH	B	0.42%
NVT	D	0.42%
WMS	D	0.42%
OVV	F	0.41%
AMH	B	0.41%
SCI	A	0.41%
ITT	C	0.41%
LECO	D	0.41%
TTEK	B	0.4%
ERIE	B	0.39%
SAIA	D	0.39%
RRX	C	0.38%
CUBE	A	0.38%
PFGC	B	0.38%
CG	D	0.38%
REXR	C	0.38%
FND	C	0.37%
LAMR	A	0.37%
DT	C	0.37%
CCK	A	0.37%
CHRD	F	0.37%
WTRG	D	0.36%
UNM	B	0.36%
CACI	B	0.36%
TTC	D	0.35%
KNSL	C	0.35%
ELF	F	0.34%
CHDN	B	0.34%
LNW	B	0.34%
ATR	A	0.34%
EXP	A	0.33%
ONTO	D	0.33%
MUSA	B	0.33%
EGP	B	0.32%
OHI	B	0.32%
DCI	D	0.32%
MEDP	D	0.32%
ARMK	B	0.32%
RGLD	B	0.32%
TPX	C	0.32%
TREX	F	0.32%
CNM	F	0.32%
FHN	C	0.32%
X	D	0.32%
COHR	C	0.32%
GPK	A	0.32%
RGEN	F	0.31%
ORI	B	0.31%
KNX	C	0.31%
KBR	D	0.31%
AIT	C	0.3%
RBC	D	0.3%
AR	D	0.3%
CHK	D	0.3%
WBS	D	0.3%
CGNX	D	0.3%
AFG	B	0.3%
WFRD	D	0.3%
PRI	B	0.3%
UFPI	C	0.29%
CROX	C	0.29%
INGR	B	0.29%
NNN	B	0.29%
FLR	D	0.29%
NOV	F	0.29%
MORN	C	0.29%
AXTA	C	0.28%
PR	D	0.28%
CR	C	0.28%
MKSI	F	0.28%
SSD	C	0.28%
GMED	D	0.28%
LAD	C	0.27%
RRC	D	0.27%
CIEN	C	0.27%
CBSH	B	0.27%
ZION	D	0.27%
FCN	C	0.27%
WCC	D	0.27%
AYI	B	0.27%
BRX	B	0.27%
WEX	C	0.27%
DINO	F	0.27%
OGE	B	0.27%
LNTH	C	0.26%
MIDD	D	0.26%
LSCC	D	0.26%
CLF	F	0.26%
DTM	B	0.26%
ALV	F	0.26%
PNFP	B	0.26%
STAG	B	0.26%
BERY	B	0.26%
CFR	C	0.26%
SSB	B	0.26%
MSA	D	0.25%
CELH	F	0.25%
HALO	B	0.25%
TMHC	B	0.25%
OSK	D	0.25%
SWN	D	0.25%
MTDR	F	0.25%
KEX	C	0.25%
GNTX	F	0.25%
FR	B	0.25%
ESNT	B	0.24%
CYTK	D	0.24%
GTLS	F	0.24%
LSTR	D	0.24%
HQY	C	0.24%
SNV	C	0.24%
ADC	B	0.24%
LEA	F	0.24%
JAZZ	D	0.24%
CMC	D	0.24%
PB	B	0.24%
CIVI	F	0.23%
TKO	B	0.23%
PLNT	B	0.23%
PEN	D	0.23%
NOVT	D	0.23%
PCTY	D	0.23%
CHX	D	0.23%
FYBR	C	0.23%
ARW	C	0.23%
LFUS	D	0.23%
MTG	B	0.23%
MAT	C	0.23%
FLS	D	0.23%
H	D	0.23%
MTZ	B	0.23%
GXO	D	0.23%
R	B	0.22%
KD	D	0.22%
LPX	B	0.22%
FAF	A	0.22%
RYAN	C	0.22%
ONB	C	0.22%
KBH	B	0.22%
DAR	F	0.22%
DUOL	C	0.22%
SAIC	B	0.22%
AGCO	D	0.21%
ST	F	0.21%
AMG	C	0.21%
AA	D	0.21%
STWD	B	0.21%
VVV	D	0.21%
MUR	F	0.21%
CADE	C	0.21%
ACHC	C	0.21%
VMI	D	0.21%
AAON	A	0.21%
VNT	D	0.21%
RLI	B	0.21%
WH	B	0.21%
GME	F	0.21%
WHR	D	0.2%
TKR	D	0.2%
XRAY	D	0.2%
MMS	D	0.2%
WTS	C	0.2%
EXLS	B	0.2%
G	B	0.2%
NXST	D	0.2%
ESAB	C	0.2%
HOMB	C	0.19%
SON	C	0.19%
EXPO	B	0.19%
NFG	A	0.19%
KRG	B	0.19%
SRCL	A	0.19%
OLN	D	0.19%
COLB	C	0.19%
SIGI	C	0.19%
MDU	B	0.19%
POST	C	0.19%
HXL	F	0.19%
BC	D	0.19%
FNB	D	0.19%
CBT	B	0.19%
SLM	D	0.18%
ALTR	D	0.18%
GBCI	C	0.18%
GAP	F	0.18%
OPCH	C	0.18%
UGI	B	0.18%
UBSI	C	0.18%
HWC	D	0.17%
WLK	D	0.17%
MASI	D	0.17%
JHG	B	0.17%
VNO	A	0.17%
ASH	D	0.17%
POR	A	0.17%
BCO	B	0.17%
VAL	F	0.17%
AM	B	0.17%
THG	A	0.17%
FFIN	C	0.17%
OZK	D	0.17%
IDA	B	0.17%
GATX	C	0.17%
PII	D	0.16%
ENS	D	0.16%
EEFT	F	0.16%
SWX	C	0.16%
RH	C	0.16%
UMBF	B	0.16%
KNF	B	0.16%
LOPE	D	0.16%
HAE	D	0.16%
HOG	C	0.16%
NJR	A	0.16%
APPF	D	0.16%
AN	D	0.16%
POWI	F	0.15%
RYN	C	0.15%
SLGN	B	0.15%
ORA	C	0.15%
CUZ	B	0.15%
IRT	A	0.15%
WMG	D	0.15%
TEX	D	0.15%
PBF	F	0.15%
ASGN	D	0.15%
PRGO	C	0.14%
NEU	C	0.14%
KMPR	D	0.14%
CPRI	D	0.14%
LANC	D	0.14%
OGS	A	0.14%
KRC	C	0.14%
FIVE	D	0.14%
WU	F	0.14%
MSM	D	0.14%
CNX	B	0.14%
BKH	A	0.14%
BYD	C	0.14%
AVNT	B	0.14%
VLY	C	0.13%
CC	F	0.13%
COTY	D	0.13%
MAN	D	0.13%
NSP	F	0.13%
ALE	B	0.13%
PNM	B	0.13%
SBRA	A	0.13%
BDC	B	0.13%
CNO	B	0.13%
SLAB	D	0.13%
SR	A	0.13%
TNL	F	0.12%
NWE	A	0.12%
SMG	C	0.12%
CNXC	D	0.12%
GT	F	0.12%
NEOG	D	0.12%
AZTA	D	0.12%
PAG	D	0.12%
AMKR	D	0.12%
EPR	B	0.12%
ASB	D	0.12%
DOCS	B	0.12%
SYNA	F	0.12%
IRDM	D	0.12%
LITE	C	0.12%
YETI	D	0.12%
PCH	C	0.12%
ARWR	F	0.12%
VSH	F	0.11%
CHH	C	0.11%
CACC	F	0.11%
TCBI	B	0.11%
BHF	F	0.11%
PK	F	0.11%
VC	F	0.11%
BLKB	B	0.11%
ZI	D	0.11%
FHI	B	0.1%
VAC	F	0.1%
WEN	C	0.1%
NVST	D	0.1%
HGV	D	0.1%
NSA	A	0.1%
RCM	C	0.09%
SAM	F	0.09%
LIVN	D	0.09%
IPGP	F	0.08%
ALGM	D	0.08%
ADNT	F	0.08%
PGNY	F	0.08%
ENOV	F	0.08%
PPC	D	0.06%
GEF	D	0.06%
SHC	B	0.06%
WOLF	F	0.06%
MP	D	0.06%
CAR	F	0.06%
UA	C	0.05%
UAA	C	0.05%
HELE	D	0.05%

IVOO Underweight 278 Positions Relative to HLGE

Symbol	Grade	Weight
EBAY	A	-1.11%
CARG	B	-1.06%
NVDA	D	-1.06%
TXN	D	-1.03%
GOOGL	D	-1.03%
AAPL	D	-0.98%
HPE	F	-0.97%
HPQ	D	-0.96%
META	B	-0.95%
QCOM	D	-0.94%
COST	B	-0.93%
AVGO	C	-0.91%
WMT	B	-0.9%
NTAP	D	-0.9%
MRK	D	-0.86%
NOW	B	-0.86%
JNJ	B	-0.85%
AMZN	C	-0.84%
YELP	F	-0.81%
MSFT	C	-0.8%
ELV	B	-0.79%
JPM	D	-0.76%
UNH	C	-0.76%
REGN	C	-0.75%
ABBV	B	-0.75%
HD	B	-0.74%
CL	C	-0.73%
ADI	D	-0.72%
AMGN	B	-0.72%
DELL	D	-0.71%
C	D	-0.69%
PINS	F	-0.68%
MCK	F	-0.68%
DDS	D	-0.66%
NXPI	F	-0.64%
PANW	C	-0.63%
STX	D	-0.63%
FICO	A	-0.61%
HCA	A	-0.6%
VRNS	C	-0.6%
PRGS	B	-0.6%
MPWR	C	-0.6%
BMY	C	-0.59%
LOW	B	-0.57%
MCHP	D	-0.56%
EA	C	-0.55%
ZTS	B	-0.53%
LLY	C	-0.53%
CRWD	D	-0.53%
BSX	B	-0.53%
BRK.A	C	-0.52%
ZS	F	-0.52%
ABT	B	-0.52%
TJX	B	-0.51%
VRTX	C	-0.51%
CMCSA	D	-0.51%
CAH	B	-0.51%
BKNG	B	-0.5%
GILD	B	-0.5%
MOH	C	-0.5%
BK	A	-0.5%
TMUS	A	-0.49%
SWKS	F	-0.48%
WFC	F	-0.47%
SYK	B	-0.47%
MDT	B	-0.46%
CNC	C	-0.45%
XRX	F	-0.45%
GRMN	D	-0.45%
AKAM	D	-0.44%
NFLX	B	-0.44%
LYV	C	-0.43%
INTU	C	-0.42%
RL	B	-0.42%
WDC	D	-0.42%
ORCL	B	-0.41%
AFL	B	-0.41%
MTD	D	-0.4%
CDW	D	-0.4%
BAC	D	-0.39%
KR	B	-0.39%
COLL	C	-0.38%
PG	A	-0.37%
KMB	C	-0.37%
CDNS	D	-0.37%
PTC	D	-0.36%
VZ	A	-0.36%
GS	D	-0.36%
ROST	C	-0.35%
SYY	C	-0.35%
CMG	C	-0.35%
UBER	C	-0.35%
CVS	D	-0.34%
HWM	B	-0.33%
PHM	B	-0.33%
NSIT	C	-0.33%
SNAP	F	-0.33%
VRSN	D	-0.33%
SMCI	F	-0.33%
GD	B	-0.33%
COF	D	-0.32%
GM	C	-0.32%
MU	F	-0.32%
MCRI	C	-0.32%
TDG	B	-0.32%
VTRS	C	-0.31%
CARS	D	-0.31%
CBOE	B	-0.3%
DGX	B	-0.3%
ADBE	D	-0.29%
YUM	B	-0.29%
SSTK	F	-0.29%
CALM	B	-0.29%
ADSK	B	-0.28%
IDCC	B	-0.28%
STE	B	-0.28%
HLT	B	-0.28%
TEL	D	-0.28%
VST	C	-0.28%
FTNT	B	-0.27%
WAT	C	-0.27%
PNC	B	-0.27%
UHS	B	-0.27%
BPOP	C	-0.27%
ACI	D	-0.26%
A	C	-0.26%
PEP	B	-0.25%
MAR	D	-0.25%
MTB	B	-0.25%
NVR	B	-0.24%
DHR	B	-0.24%
DIS	D	-0.24%
ZIP	D	-0.24%
AXP	B	-0.24%
SNPS	D	-0.23%
WST	F	-0.23%
ROP	B	-0.23%
TRIP	F	-0.23%
CRM	D	-0.23%
AIG	D	-0.23%
TMO	B	-0.22%
STT	B	-0.22%
ZBH	D	-0.22%
WELL	B	-0.22%
AMD	D	-0.21%
DUK	B	-0.21%
MCD	B	-0.21%
HSIC	D	-0.21%
PRU	C	-0.21%
TGT	C	-0.21%
TSCO	B	-0.2%
HSY	B	-0.2%
RJF	C	-0.2%
NWSA	D	-0.2%
LMT	B	-0.2%
MRVL	C	-0.2%
CRVL	B	-0.19%
ITCI	D	-0.19%
DHI	B	-0.19%
AMP	B	-0.19%
DPZ	D	-0.19%
JBSS	F	-0.19%
CB	B	-0.19%
ETR	A	-0.18%
INTC	F	-0.18%
CRDO	D	-0.18%
MCO	B	-0.18%
HON	D	-0.18%
CHD	B	-0.17%
SO	A	-0.17%
LEN	B	-0.17%
WGO	D	-0.17%
VEEV	C	-0.17%
IRM	A	-0.17%
MOG.A	B	-0.17%
OFG	C	-0.17%
SHOO	B	-0.16%
MDLZ	B	-0.16%
HBAN	B	-0.16%
PFE	C	-0.16%
TRV	A	-0.15%
PDCO	D	-0.15%
MTCH	C	-0.15%
ISRG	B	-0.15%
HII	D	-0.15%
GOLF	D	-0.14%
DECK	C	-0.14%
SPG	B	-0.14%
DFIN	B	-0.13%
PJT	C	-0.13%
DRI	C	-0.13%
GEHC	C	-0.13%
F	D	-0.13%
KO	B	-0.13%
EW	D	-0.13%
GTLB	D	-0.12%
EXPE	C	-0.12%
PPL	A	-0.12%
XEL	B	-0.12%
IMKTA	D	-0.12%
PRG	B	-0.11%
PRDO	D	-0.11%
LZB	C	-0.11%
ENSG	A	-0.11%
PSMT	B	-0.11%
FOXA	C	-0.11%
IAC	C	-0.1%
IDXX	C	-0.1%
TTWO	D	-0.1%
IQV	C	-0.1%
BIIB	F	-0.1%
PFBC	C	-0.1%
SIRI	C	-0.1%
BLK	A	-0.1%
LEVI	C	-0.1%
JXN	B	-0.1%
NTNX	C	-0.1%
CTRE	A	-0.1%
MSGS	B	-0.1%
FITB	B	-0.1%
WDFC	C	-0.09%
NOC	B	-0.09%
GDDY	D	-0.08%
WDAY	D	-0.08%
PBH	B	-0.08%
FBP	D	-0.08%
DIOD	F	-0.08%
JJSF	D	-0.08%
ULTA	D	-0.07%
CEG	C	-0.07%
BHE	C	-0.07%
LULU	D	-0.07%
SYF	D	-0.07%
BDX	D	-0.07%
EIX	B	-0.06%
NWL	C	-0.06%
QRVO	F	-0.06%
HST	D	-0.06%
MET	B	-0.06%
LRN	B	-0.06%
TFC	D	-0.06%
NRG	C	-0.06%
HEI	A	-0.05%
PFG	C	-0.05%
AGO	C	-0.05%
BBY	B	-0.05%
WOR	F	-0.05%
NHC	D	-0.05%
LTC	B	-0.05%
SRCE	C	-0.05%
PATH	D	-0.05%
PEBO	C	-0.05%
ON	D	-0.05%
RHP	D	-0.04%
KSS	F	-0.04%
WBA	F	-0.04%
T	A	-0.04%
NHI	B	-0.04%
PINC	C	-0.04%
PATK	A	-0.04%
GE	A	-0.04%
HOLX	B	-0.04%
PLAY	F	-0.04%
KHC	C	-0.03%
GIS	B	-0.03%
TXT	D	-0.03%
SHO	D	-0.03%
LHX	C	-0.03%
FCNCA	D	-0.03%
DLTR	F	-0.02%
FROG	F	-0.02%
VICI	B	-0.02%
TOWN	B	-0.02%
L	C	-0.02%
GEV	B	-0.01%
USB	C	-0.01%
BUSE	C	-0.01%
SIG	C	-0.01%