IVV vs. HLGE ETF Comparison

Comparison of iShares Core S&P 500 ETF (IVV) to Hartford Longevity Economy ETF (HLGE)
IVV

iShares Core S&P 500 ETF

IVV Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. 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. It seeks to track the investment results of the S&P 500® (the "underlying index"), which measures the performance of the large-capitalization sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$570.97

Average Daily Volume

3,741,162

Number of Holdings *

502

* 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

$31.49

Average Daily Volume

738

Number of Holdings *

338

* may have additional holdings in another (foreign) market
Performance
Period IVV HLGE
30 Days 2.21% 1.85%
60 Days 4.02% 3.29%
90 Days 4.97% 3.28%
12 Months 31.66% 28.68%
198 Overlapping Holdings
Symbol Grade Weight in IVV Weight in HLGE Overlap
A C 0.08% 0.38% 0.08%
AAPL C 6.77% 0.83% 0.83%
ABBV C 0.72% 0.4% 0.4%
ABNB D 0.11% 0.06% 0.06%
ABT C 0.43% 0.35% 0.35%
ACGL C 0.09% 0.06% 0.06%
ADBE F 0.51% 0.16% 0.16%
ADI C 0.24% 0.66% 0.24%
ADSK C 0.12% 0.25% 0.12%
AEE C 0.05% 0.06% 0.05%
AEP C 0.12% 0.15% 0.12%
AFL C 0.12% 0.16% 0.12%
AIG D 0.1% 0.06% 0.06%
ALL B 0.1% 0.02% 0.02%
AMD D 0.52% 0.19% 0.19%
AMGN B 0.38% 0.36% 0.36%
AMP A 0.09% 0.12% 0.09%
AMZN C 3.61% 0.97% 0.97%
ANSS D 0.06% 0.15% 0.06%
AVB B 0.07% 0.2% 0.07%
AVGO C 1.54% 0.54% 0.54%
AXP B 0.31% 0.25% 0.25%
BAC D 0.56% 0.34% 0.34%
BBY C 0.04% 0.11% 0.04%
BDX D 0.14% 0.15% 0.14%
BK B 0.11% 0.48% 0.11%
BKNG C 0.28% 0.61% 0.28%
BLK B 0.26% 0.15% 0.15%
BMY C 0.21% 0.3% 0.21%
BRK.A C 1.71% 0.44% 0.44%
BSX B 0.26% 0.52% 0.26%
C C 0.23% 0.38% 0.23%
CAH C 0.06% 0.06% 0.06%
CB B 0.25% 0.25% 0.25%
CBRE A 0.08% 0.04% 0.04%
CDNS D 0.15% 0.26% 0.15%
CFG C 0.04% 0.03% 0.03%
CHD D 0.05% 0.13% 0.05%
CHTR D 0.07% 0.07% 0.07%
CI C 0.22% 0.41% 0.22%
CINF B 0.04% 0.2% 0.04%
CL D 0.18% 0.81% 0.18%
CMCSA D 0.33% 0.49% 0.33%
CNC D 0.08% 0.27% 0.08%
COF B 0.11% 0.15% 0.11%
COST B 0.86% 0.53% 0.53%
CRWD D 0.13% 0.27% 0.13%
CVS D 0.15% 0.01% 0.01%
DGX B 0.04% 0.16% 0.04%
DHI B 0.12% 0.12% 0.12%
DHR B 0.38% 0.18% 0.18%
DIS D 0.35% 0.03% 0.03%
DTE C 0.06% 0.09% 0.06%
DUK C 0.19% 0.34% 0.19%
EA D 0.07% 0.43% 0.07%
EBAY B 0.07% 1.06% 0.07%
ED C 0.08% 0.11% 0.08%
EIX C 0.07% 0.11% 0.07%
ELV C 0.27% 0.74% 0.27%
EQR B 0.06% 0.14% 0.06%
ETR B 0.06% 0.25% 0.06%
ETSY F 0.01% 0.09% 0.01%
F F 0.09% 0.08% 0.08%
FE C 0.05% 0.16% 0.05%
FICO B 0.1% 0.68% 0.1%
FITB B 0.06% 0.33% 0.06%
FOXA B 0.02% 0.11% 0.02%
FSLR C 0.05% 0.2% 0.05%
FTNT C 0.1% 0.59% 0.1%
GD B 0.15% 0.37% 0.15%
GDDY C 0.05% 0.23% 0.05%
GILD B 0.22% 0.51% 0.22%
GIS B 0.09% 0.1% 0.09%
GM C 0.11% 0.62% 0.11%
GOOGL D 1.95% 0.95% 0.95%
GRMN D 0.06% 0.25% 0.06%
GS C 0.33% 0.45% 0.33%
HBAN B 0.04% 0.24% 0.04%
HCA B 0.16% 0.46% 0.16%
HD B 0.8% 0.65% 0.65%
HLT B 0.11% 0.19% 0.11%
HOLX B 0.04% 0.12% 0.04%
HON D 0.28% 0.22% 0.22%
HPE D 0.05% 0.74% 0.05%
HPQ D 0.06% 0.78% 0.06%
HSY C 0.06% 0.2% 0.06%
HUM F 0.08% 0.31% 0.08%
ICE C 0.2% 0.12% 0.12%
IDXX C 0.09% 0.1% 0.09%
INCY C 0.02% 0.2% 0.02%
INTC F 0.18% 0.18% 0.18%
INTU C 0.39% 0.32% 0.32%
IRM C 0.07% 0.37% 0.07%
ISRG B 0.37% 0.33% 0.33%
JNJ C 0.84% 0.82% 0.82%
JPM D 1.24% 0.32% 0.32%
KMB D 0.1% 0.33% 0.1%
KO C 0.58% 0.47% 0.47%
KR C 0.08% 0.52% 0.08%
KVUE C 0.09% 0.18% 0.09%
LHX C 0.09% 0.11% 0.09%
LLY C 1.56% 0.64% 0.64%
LMT C 0.26% 0.59% 0.26%
LOW B 0.31% 0.71% 0.31%
LYV B 0.03% 0.03% 0.03%
MCD B 0.45% 0.03% 0.03%
MCHP F 0.09% 0.73% 0.09%
MCK F 0.14% 0.6% 0.14%
MCO B 0.16% 0.41% 0.16%
MDLZ B 0.21% 0.05% 0.05%
MDT C 0.25% 0.31% 0.25%
MET B 0.1% 0.08% 0.08%
META B 2.43% 1.01% 1.01%
MMM B 0.16% 0.02% 0.02%
MPWR C 0.09% 0.78% 0.09%
MRK D 0.62% 0.56% 0.56%
MS D 0.26% 0.33% 0.26%
MSFT C 6.76% 0.86% 0.86%
MTB B 0.06% 0.35% 0.06%
MTCH C 0.02% 0.7% 0.02%
MTD D 0.06% 0.62% 0.06%
MU F 0.21% 0.35% 0.21%
NFLX B 0.63% 0.51% 0.51%
NOC B 0.15% 0.19% 0.15%
NOW B 0.38% 0.78% 0.38%
NRG C 0.04% 0.03% 0.03%
NTAP D 0.05% 0.82% 0.05%
NVDA D 6.19% 1.0% 1.0%
NVR B 0.06% 0.32% 0.06%
NXPI F 0.12% 0.87% 0.12%
O C 0.12% 0.09% 0.09%
ON D 0.07% 0.36% 0.07%
ORCL C 0.55% 0.93% 0.55%
PANW D 0.24% 0.48% 0.24%
PEG B 0.09% 0.25% 0.09%
PEP C 0.51% 0.37% 0.37%
PFE C 0.35% 0.24% 0.24%
PG C 0.87% 0.35% 0.35%
PGR B 0.32% 0.2% 0.2%
PHM B 0.06% 0.26% 0.06%
PNC B 0.15% 0.36% 0.15%
PPL C 0.05% 0.21% 0.05%
PRU C 0.09% 0.26% 0.09%
PTC D 0.04% 0.24% 0.04%
QCOM D 0.4% 0.93% 0.4%
QRVO F 0.02% 0.27% 0.02%
RCL B 0.08% 0.18% 0.08%
REGN C 0.26% 0.67% 0.26%
RF B 0.04% 0.26% 0.04%
RJF C 0.05% 0.1% 0.05%
RMD C 0.08% 0.24% 0.08%
ROP C 0.12% 0.09% 0.09%
ROST C 0.11% 0.19% 0.11%
RTX C 0.33% 0.34% 0.33%
SMCI F 0.05% 0.51% 0.05%
SNPS D 0.16% 0.21% 0.16%
SO B 0.21% 0.34% 0.21%
SPG B 0.11% 0.17% 0.11%
SPGI B 0.35% 0.15% 0.15%
SRE C 0.11% 0.07% 0.07%
STE C 0.05% 0.05% 0.05%
STT A 0.05% 0.29% 0.05%
STX C 0.04% 0.85% 0.04%
SWKS D 0.03% 0.44% 0.03%
SYF C 0.04% 0.19% 0.04%
SYK C 0.27% 0.41% 0.27%
SYY D 0.08% 0.29% 0.08%
T C 0.33% 0.51% 0.33%
TDG B 0.16% 0.23% 0.16%
TEL D 0.09% 0.28% 0.09%
TFC C 0.12% 0.13% 0.12%
TGT C 0.15% 0.37% 0.15%
TJX B 0.29% 0.65% 0.29%
TMO B 0.49% 0.4% 0.4%
TMUS C 0.22% 0.62% 0.22%
TROW D 0.05% 0.12% 0.05%
TSCO C 0.06% 0.2% 0.06%
TXN C 0.38% 0.91% 0.38%
TYL C 0.05% 0.21% 0.05%
UBER C 0.32% 0.34% 0.32%
UNH C 1.16% 0.59% 0.59%
USB B 0.15% 0.26% 0.15%
VICI C 0.07% 0.17% 0.07%
VRSN D 0.03% 0.07% 0.03%
VRTX D 0.26% 0.7% 0.26%
VTR C 0.06% 0.09% 0.06%
VTRS D 0.03% 0.08% 0.03%
VZ B 0.39% 0.38% 0.38%
WAT C 0.04% 0.18% 0.04%
WBA F 0.01% 0.06% 0.01%
WDC D 0.04% 0.77% 0.04%
WEC C 0.06% 0.04% 0.04%
WELL C 0.16% 0.31% 0.16%
WFC D 0.39% 0.29% 0.29%
WMT C 0.73% 0.81% 0.73%
YUM D 0.08% 0.29% 0.08%
ZBH F 0.05% 0.11% 0.05%
ZTS C 0.18% 0.46% 0.18%
IVV Overweight 304 Positions Relative to HLGE
Symbol Grade Weight
GOOG D 1.63%
TSLA C 1.35%
XOM C 1.05%
V C 0.96%
MA B 0.86%
CRM D 0.52%
CVX D 0.51%
LIN B 0.48%
ACN C 0.46%
CSCO C 0.43%
IBM B 0.42%
GE B 0.41%
PM C 0.41%
NEE C 0.37%
CAT B 0.36%
AMAT D 0.33%
UNP C 0.32%
COP D 0.26%
ETN C 0.26%
PLD C 0.25%
AMT C 0.24%
SBUX C 0.24%
MMC C 0.24%
ADP B 0.24%
BX B 0.23%
DE B 0.22%
FI A 0.22%
LRCX F 0.21%
KLAC D 0.21%
SCHW D 0.2%
UPS D 0.2%
NKE D 0.2%
BA F 0.19%
MO C 0.19%
ANET B 0.19%
SHW B 0.18%
CME C 0.17%
KKR B 0.17%
TT B 0.17%
EQIX C 0.17%
MSI B 0.16%
AON B 0.16%
WM D 0.16%
PH B 0.16%
APH D 0.16%
CMG C 0.16%
CTAS B 0.15%
PYPL B 0.15%
CARR B 0.14%
FDX C 0.14%
AJG D 0.14%
CSX D 0.14%
ORLY C 0.14%
ITW C 0.14%
EOG D 0.14%
FCX D 0.13%
CEG C 0.13%
GEV B 0.13%
NEM B 0.13%
APD B 0.13%
ECL B 0.13%
TRV C 0.12%
WMB B 0.12%
NSC C 0.12%
MAR C 0.12%
PSA B 0.12%
SLB F 0.12%
MPC F 0.12%
EMR D 0.12%
PCAR D 0.11%
DLR B 0.11%
CCI C 0.11%
OKE B 0.11%
PSX F 0.11%
AZO D 0.11%
LEN B 0.1%
FIS B 0.1%
URI B 0.1%
D C 0.1%
JCI B 0.1%
STZ D 0.09%
KMI B 0.09%
EW F 0.09%
CMI C 0.09%
RSG D 0.09%
PCG C 0.09%
PAYX C 0.09%
GWW B 0.09%
IQV C 0.09%
VLO F 0.09%
CPRT D 0.09%
MSCI C 0.09%
HES F 0.08%
MNST D 0.08%
IR C 0.08%
GEHC C 0.08%
HWM B 0.08%
EXR B 0.08%
EFX B 0.08%
OTIS C 0.08%
VRSK D 0.08%
CTSH C 0.08%
AME C 0.08%
KDP B 0.08%
PWR B 0.08%
CTVA B 0.08%
IT B 0.08%
COR D 0.08%
FAST C 0.08%
EXC C 0.08%
VMC D 0.07%
XYL C 0.07%
MLM D 0.07%
CSGP D 0.07%
GLW C 0.07%
TRGP B 0.07%
DFS B 0.07%
BKR C 0.07%
DD B 0.07%
HIG B 0.07%
ODFL D 0.07%
OXY F 0.07%
NUE F 0.07%
DOW D 0.07%
XEL B 0.07%
SBAC C 0.06%
KEYS C 0.06%
IFF B 0.06%
AXON B 0.06%
DXCM F 0.06%
VST C 0.06%
KHC C 0.06%
GPN D 0.06%
BIIB F 0.06%
AWK B 0.06%
DAL C 0.06%
CDW D 0.06%
WTW C 0.06%
WAB B 0.06%
ADM D 0.06%
PPG D 0.06%
ROK D 0.06%
NDAQ A 0.06%
LULU D 0.06%
FANG D 0.06%
INVH C 0.05%
CPAY B 0.05%
HUBB B 0.05%
WST D 0.05%
COO B 0.05%
CBOE C 0.05%
BLDR C 0.05%
MRNA F 0.05%
SW B 0.05%
WY C 0.05%
ES C 0.05%
LYB D 0.05%
DECK C 0.05%
TTWO C 0.05%
VLTO C 0.05%
BRO C 0.05%
HAL F 0.05%
DVN F 0.05%
BR D 0.05%
DOV B 0.05%
FTV C 0.05%
EG C 0.04%
STLD F 0.04%
TXT D 0.04%
IP B 0.04%
CTRA D 0.04%
FDS C 0.04%
EXPD C 0.04%
ALGN D 0.04%
LUV C 0.04%
EXPE C 0.04%
ZBRA B 0.04%
CCL C 0.04%
PFG B 0.04%
TSN C 0.04%
MAS B 0.04%
WRB C 0.04%
AVY C 0.04%
CNP C 0.04%
J C 0.04%
NTRS A 0.04%
ULTA D 0.04%
DG F 0.04%
LH C 0.04%
PKG B 0.04%
APTV D 0.04%
WBD D 0.04%
DRI B 0.04%
GPC D 0.04%
MAA B 0.04%
OMC B 0.04%
ARE C 0.04%
EQT D 0.04%
EL F 0.04%
ESS B 0.04%
BAX C 0.04%
TDY B 0.04%
BALL C 0.04%
TER D 0.04%
CLX C 0.04%
ATO B 0.04%
CMS C 0.04%
MOH D 0.04%
LDOS B 0.04%
MKC C 0.04%
K B 0.04%
EMN B 0.03%
HST C 0.03%
REG C 0.03%
FFIV B 0.03%
ALLE B 0.03%
CE F 0.03%
KMX D 0.03%
JNPR B 0.03%
JBL D 0.03%
SJM C 0.03%
JKHY B 0.03%
AES C 0.03%
CPT B 0.03%
POOL C 0.03%
NDSN C 0.03%
JBHT D 0.03%
BG D 0.03%
TRMB C 0.03%
UHS B 0.03%
DPZ F 0.03%
EVRG B 0.03%
ROL C 0.03%
L C 0.03%
UDR C 0.03%
DLTR F 0.03%
CF C 0.03%
GEN B 0.03%
LVS D 0.03%
MRO C 0.03%
SNA C 0.03%
ENPH D 0.03%
AKAM D 0.03%
RVTY B 0.03%
IEX D 0.03%
KEY B 0.03%
PNR B 0.03%
NI B 0.03%
LNT B 0.03%
CAG C 0.03%
SWK B 0.03%
AMCR B 0.03%
DOC C 0.03%
KIM C 0.03%
PODD B 0.03%
UAL C 0.03%
IVZ B 0.02%
BWA D 0.02%
WYNN D 0.02%
FMC C 0.02%
PAYC D 0.02%
NCLH C 0.02%
MHK C 0.02%
CZR C 0.02%
DVA B 0.02%
MOS F 0.02%
GNRC D 0.02%
APA F 0.02%
GL C 0.02%
FRT C 0.02%
HAS B 0.02%
HSIC C 0.02%
MGM F 0.02%
LW D 0.02%
HRL C 0.02%
DAY D 0.02%
AOS D 0.02%
SOLV C 0.02%
MKTX C 0.02%
TPR C 0.02%
NWSA D 0.02%
TAP D 0.02%
AIZ B 0.02%
CPB C 0.02%
CRL F 0.02%
ALB D 0.02%
PNW C 0.02%
HII D 0.02%
CTLT B 0.02%
LKQ F 0.02%
BXP B 0.02%
TFX C 0.02%
IPG C 0.02%
EPAM F 0.02%
CHRW B 0.02%
TECH C 0.02%
NWS D 0.01%
FOX B 0.01%
PARA F 0.01%
BEN F 0.01%
BBWI F 0.01%
BIO C 0.01%
RL C 0.01%
AAL D 0.01%
IVV Underweight 140 Positions Relative to HLGE
Symbol Grade Weight
CARG B -0.98%
CARS D -0.9%
YELP F -0.83%
DELL D -0.82%
PSTG F -0.8%
CVLT B -0.8%
CRUS D -0.79%
JWN C -0.78%
OLED C -0.67%
DLB D -0.66%
DDS F -0.6%
PRGS C -0.59%
AXNX B -0.58%
PI B -0.58%
TRIP F -0.55%
M F -0.53%
PINS F -0.51%
AMED C -0.48%
OLLI C -0.45%
ACI F -0.43%
XRX D -0.41%
IAC C -0.41%
VRNS C -0.41%
SNAP F -0.38%
DIOD F -0.37%
OGN D -0.35%
QLYS F -0.33%
CORT C -0.33%
EDR A -0.32%
COLL C -0.31%
CW B -0.3%
ZETA C -0.29%
CALM A -0.28%
MTSI D -0.28%
HEI B -0.27%
UTHR C -0.27%
MCRI C -0.26%
NYT C -0.23%
MSGS B -0.23%
SMTC C -0.23%
TENB F -0.23%
HRB C -0.22%
KTB B -0.22%
EHC C -0.21%
LAMR B -0.21%
PRG B -0.21%
ZUO F -0.21%
POWI F -0.21%
WMK C -0.21%
EXEL C -0.2%
JHG B -0.2%
BJ D -0.19%
ITCI D -0.19%
ADUS B -0.18%
PSMT B -0.18%
LRN B -0.18%
BOX C -0.18%
ACIW B -0.18%
IMKTA D -0.17%
CHE C -0.17%
KSS F -0.16%
CRVL B -0.15%
MMSI B -0.15%
PDCO F -0.15%
TDC F -0.15%
FLO C -0.15%
NHI C -0.15%
APPN D -0.14%
LOPE D -0.14%
FCNCA D -0.14%
WSM D -0.13%
SHO C -0.13%
ORI B -0.13%
CRDO D -0.13%
WGO D -0.13%
SHOO B -0.13%
ALKT D -0.12%
SQSP A -0.12%
AVT C -0.11%
EQH C -0.11%
BKE B -0.11%
SFM B -0.11%
AGYS D -0.11%
SF A -0.1%
DFIN B -0.1%
KLG C -0.1%
VEEV C -0.1%
JXN A -0.1%
COKE C -0.1%
MOG.A B -0.1%
LZB C -0.1%
JEF B -0.09%
PJT B -0.08%
BPOP C -0.08%
HIMS D -0.08%
GOLF D -0.08%
OFG C -0.07%
LNTH D -0.07%
APP C -0.07%
UNM B -0.07%
THO D -0.07%
CPRX A -0.06%
DOCS B -0.06%
VSTO C -0.06%
EPC F -0.06%
PINC C -0.06%
FTDR B -0.06%
LMAT C -0.05%
PRDO D -0.05%
WOR D -0.05%
SGH F -0.05%
NWL C -0.05%
AXS B -0.05%
EVR A -0.05%
DOCU C -0.05%
PBH B -0.04%
HLI B -0.04%
MKL C -0.04%
BCO B -0.04%
ZS F -0.04%
FHI A -0.04%
CASY D -0.04%
BRBR C -0.03%
LTC C -0.03%
CTRE C -0.03%
APO C -0.03%
MORN C -0.03%
MANH B -0.03%
VCTR B -0.03%
MRVL C -0.03%
TNL D -0.02%
CASH B -0.02%
WHR D -0.02%
COLM C -0.02%
PFBC D -0.02%
SNEX B -0.02%
UE B -0.01%
PIPR B -0.01%
CNK C -0.01%
SIRI C -0.0%
Compare ETFs