IVW vs. HLGE ETF Comparison
Comparison of iShares S&P 500 Growth ETF (IVW) to Hartford Longevity Economy ETF (HLGE)
IVW
iShares S&P 500 Growth ETF
IVW Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. 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® Growth Index (the "underlying index"), which measures the performance of the large-capitalization growth sector of the U.S. equity market.
Grade (RS Rating)
Last Trade
$99.62
Average Daily Volume
1,876,242
Number of Holdings
*
233
* 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 | IVW | HLGE |
|---|---|---|
| 30 Days | 3.28% | 3.61% |
| 60 Days | 4.93% | 3.94% |
| 90 Days | 6.28% | 5.95% |
| 12 Months | 37.80% | 29.57% |
88 Overlapping Holdings
| Symbol | Grade | Weight in IVW | Weight in HLGE | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 11.96% | 0.82% | 0.82% | |
| ABBV | D | 0.38% | 0.33% | 0.33% | |
| ABNB | C | 0.1% | 0.06% | 0.06% | |
| ACGL | D | 0.13% | 0.06% | 0.06% | |
| ADBE | C | 0.81% | 0.14% | 0.14% | |
| ADI | D | 0.21% | 0.6% | 0.21% | |
| ADSK | A | 0.12% | 0.28% | 0.12% | |
| AMD | F | 0.77% | 0.16% | 0.16% | |
| AMP | A | 0.1% | 0.15% | 0.1% | |
| AMZN | C | 6.81% | 1.05% | 1.05% | |
| ANSS | B | 0.06% | 0.16% | 0.06% | |
| AVGO | D | 2.73% | 0.53% | 0.53% | |
| AXP | A | 0.39% | 0.27% | 0.27% | |
| BKNG | A | 0.57% | 0.74% | 0.57% | |
| BSX | B | 0.24% | 0.52% | 0.24% | |
| CDNS | B | 0.29% | 0.28% | 0.28% | |
| CHD | B | 0.04% | 0.13% | 0.04% | |
| CHTR | C | 0.06% | 0.08% | 0.06% | |
| CL | D | 0.1% | 0.67% | 0.1% | |
| COST | B | 0.59% | 0.51% | 0.51% | |
| CRWD | B | 0.27% | 0.35% | 0.27% | |
| DELL | C | 0.07% | 0.94% | 0.07% | |
| DHI | D | 0.17% | 0.1% | 0.1% | |
| EA | A | 0.06% | 0.47% | 0.06% | |
| FICO | B | 0.2% | 0.81% | 0.2% | |
| FTNT | C | 0.21% | 0.72% | 0.21% | |
| GDDY | A | 0.09% | 0.27% | 0.09% | |
| GOOGL | C | 3.55% | 1.03% | 1.03% | |
| GRMN | B | 0.06% | 0.28% | 0.06% | |
| HCA | F | 0.11% | 0.39% | 0.11% | |
| HD | A | 0.51% | 0.67% | 0.51% | |
| HLT | A | 0.21% | 0.21% | 0.21% | |
| HSY | F | 0.03% | 0.17% | 0.03% | |
| IDXX | F | 0.07% | 0.08% | 0.07% | |
| INTU | C | 0.68% | 0.33% | 0.33% | |
| IRM | D | 0.06% | 0.35% | 0.06% | |
| ISRG | A | 0.43% | 0.35% | 0.35% | |
| KO | D | 0.33% | 0.41% | 0.33% | |
| LLY | F | 2.14% | 0.52% | 0.52% | |
| LYV | A | 0.07% | 0.03% | 0.03% | |
| MCD | D | 0.32% | 0.03% | 0.03% | |
| MCHP | D | 0.07% | 0.6% | 0.07% | |
| MCO | B | 0.12% | 0.4% | 0.12% | |
| MDLZ | F | 0.13% | 0.04% | 0.04% | |
| META | D | 4.35% | 1.06% | 1.06% | |
| MPWR | F | 0.1% | 0.48% | 0.1% | |
| MRK | F | 0.34% | 0.46% | 0.34% | |
| MSFT | F | 10.94% | 0.83% | 0.83% | |
| MTD | D | 0.03% | 0.53% | 0.03% | |
| NFLX | A | 1.24% | 0.6% | 0.6% | |
| NOW | A | 0.74% | 0.88% | 0.74% | |
| NTAP | C | 0.03% | 0.79% | 0.03% | |
| NVDA | C | 12.44% | 1.17% | 1.17% | |
| NVR | D | 0.1% | 0.3% | 0.1% | |
| NXPI | D | 0.15% | 0.83% | 0.15% | |
| ON | D | 0.04% | 0.34% | 0.04% | |
| ORCL | B | 1.03% | 1.03% | 1.03% | |
| PANW | C | 0.44% | 0.52% | 0.44% | |
| PEP | F | 0.28% | 0.33% | 0.28% | |
| PG | A | 0.53% | 0.32% | 0.32% | |
| PGR | A | 0.26% | 0.2% | 0.2% | |
| PHM | D | 0.09% | 0.23% | 0.09% | |
| PTC | A | 0.05% | 0.26% | 0.05% | |
| QCOM | F | 0.33% | 0.89% | 0.33% | |
| RCL | A | 0.19% | 0.25% | 0.19% | |
| REGN | F | 0.17% | 0.43% | 0.17% | |
| ROP | B | 0.09% | 0.08% | 0.08% | |
| ROST | C | 0.16% | 0.17% | 0.16% | |
| SMCI | F | 0.03% | 0.2% | 0.03% | |
| SNPS | B | 0.29% | 0.24% | 0.24% | |
| SPG | B | 0.07% | 0.18% | 0.07% | |
| SPGI | C | 0.25% | 0.14% | 0.14% | |
| STE | F | 0.04% | 0.04% | 0.04% | |
| STX | D | 0.03% | 0.79% | 0.03% | |
| SYK | C | 0.29% | 0.4% | 0.29% | |
| TDG | D | 0.25% | 0.21% | 0.21% | |
| TJX | A | 0.3% | 0.63% | 0.3% | |
| TMO | F | 0.27% | 0.33% | 0.27% | |
| TSCO | D | 0.04% | 0.19% | 0.04% | |
| TXN | C | 0.24% | 0.92% | 0.24% | |
| TYL | B | 0.09% | 0.21% | 0.09% | |
| UBER | D | 0.52% | 0.34% | 0.34% | |
| UNH | C | 0.72% | 0.57% | 0.57% | |
| VRSN | F | 0.03% | 0.07% | 0.03% | |
| VRTX | F | 0.28% | 0.68% | 0.28% | |
| WAT | B | 0.03% | 0.2% | 0.03% | |
| YUM | B | 0.06% | 0.28% | 0.06% | |
| ZTS | D | 0.15% | 0.41% | 0.15% |
IVW Overweight 145 Positions Relative to HLGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| TSLA | B | 2.98% | |
| GOOG | C | 2.94% | |
| V | A | 1.17% | |
| CRM | B | 1.11% | |
| MA | C | 1.07% | |
| AMAT | F | 0.53% | |
| ACN | C | 0.42% | |
| PLTR | B | 0.41% | |
| LIN | D | 0.39% | |
| CAT | B | 0.38% | |
| KKR | A | 0.35% | |
| LRCX | F | 0.34% | |
| ANET | C | 0.34% | |
| BX | A | 0.32% | |
| ETN | A | 0.31% | |
| COP | C | 0.31% | |
| KLAC | D | 0.3% | |
| GE | D | 0.29% | |
| CMG | B | 0.28% | |
| PM | B | 0.25% | |
| PH | A | 0.24% | |
| MAR | B | 0.23% | |
| SBUX | A | 0.23% | |
| FI | A | 0.22% | |
| TT | A | 0.22% | |
| UNP | C | 0.22% | |
| MMC | B | 0.2% | |
| DE | A | 0.2% | |
| URI | B | 0.19% | |
| EOG | A | 0.18% | |
| ORLY | B | 0.18% | |
| ADP | B | 0.17% | |
| APH | A | 0.17% | |
| CPRT | A | 0.17% | |
| SHW | A | 0.16% | |
| VST | B | 0.16% | |
| MSI | B | 0.16% | |
| AXON | A | 0.15% | |
| PCAR | B | 0.15% | |
| BA | F | 0.15% | |
| EQIX | A | 0.14% | |
| HES | B | 0.14% | |
| CTAS | B | 0.14% | |
| IT | C | 0.14% | |
| AON | A | 0.14% | |
| TRGP | B | 0.14% | |
| ODFL | B | 0.14% | |
| AZO | C | 0.13% | |
| AMT | D | 0.13% | |
| LULU | C | 0.13% | |
| WM | A | 0.13% | |
| GEV | B | 0.13% | |
| OKE | A | 0.13% | |
| GWW | B | 0.13% | |
| NKE | D | 0.13% | |
| ITW | B | 0.12% | |
| FANG | D | 0.12% | |
| CSX | B | 0.12% | |
| FCX | D | 0.11% | |
| CEG | D | 0.11% | |
| ECL | D | 0.11% | |
| IR | B | 0.11% | |
| PWR | A | 0.11% | |
| AJG | B | 0.11% | |
| CME | A | 0.1% | |
| MPC | D | 0.1% | |
| CARR | D | 0.1% | |
| CPAY | A | 0.09% | |
| WMB | A | 0.09% | |
| FTV | C | 0.09% | |
| HWM | A | 0.09% | |
| DECK | A | 0.09% | |
| MSCI | C | 0.09% | |
| NUE | C | 0.08% | |
| PSA | D | 0.08% | |
| VRSK | A | 0.08% | |
| DLR | B | 0.08% | |
| EXPE | B | 0.08% | |
| LEN | D | 0.08% | |
| DAL | C | 0.08% | |
| FAST | B | 0.08% | |
| DFS | B | 0.08% | |
| MNST | C | 0.08% | |
| MLM | B | 0.08% | |
| VMC | B | 0.08% | |
| RSG | A | 0.08% | |
| WST | C | 0.08% | |
| BRO | B | 0.07% | |
| BLDR | D | 0.07% | |
| AME | A | 0.07% | |
| CCL | B | 0.06% | |
| TEL | B | 0.06% | |
| DXCM | D | 0.06% | |
| PAYX | C | 0.06% | |
| CSGP | D | 0.05% | |
| CBOE | B | 0.05% | |
| IQV | D | 0.05% | |
| EW | C | 0.05% | |
| TTWO | A | 0.05% | |
| BR | A | 0.05% | |
| OTIS | C | 0.05% | |
| ROK | B | 0.05% | |
| CDW | F | 0.04% | |
| DRI | B | 0.04% | |
| LVS | C | 0.04% | |
| MOH | F | 0.04% | |
| HUBB | B | 0.04% | |
| NCLH | B | 0.04% | |
| ULTA | F | 0.04% | |
| PNR | A | 0.04% | |
| CTRA | B | 0.04% | |
| STLD | B | 0.04% | |
| EFX | F | 0.04% | |
| HST | C | 0.03% | |
| LW | C | 0.03% | |
| POOL | C | 0.03% | |
| JBL | B | 0.03% | |
| CE | F | 0.03% | |
| CF | B | 0.03% | |
| COO | D | 0.03% | |
| APA | D | 0.03% | |
| SNA | A | 0.03% | |
| MRO | B | 0.03% | |
| ALGN | D | 0.03% | |
| WYNN | D | 0.03% | |
| FDS | B | 0.03% | |
| MAS | D | 0.03% | |
| SBAC | D | 0.03% | |
| RL | B | 0.02% | |
| ALLE | D | 0.02% | |
| PAYC | B | 0.02% | |
| CZR | F | 0.02% | |
| AOS | F | 0.02% | |
| EPAM | C | 0.02% | |
| ERIE | D | 0.02% | |
| MGM | D | 0.02% | |
| ROL | B | 0.02% | |
| DPZ | C | 0.02% | |
| AKAM | D | 0.02% | |
| EXPD | D | 0.02% | |
| DAY | B | 0.02% | |
| GNRC | B | 0.02% | |
| PODD | C | 0.02% | |
| ENPH | F | 0.01% | |
| DVA | B | 0.01% |
IVW Underweight 251 Positions Relative to HLGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| CARG | C | -1.18% | |
| EBAY | D | -1.01% | |
| CARS | B | -0.94% | |
| HPE | B | -0.89% | |
| CVLT | B | -0.89% | |
| YELP | C | -0.86% | |
| HPQ | B | -0.82% | |
| WMT | A | -0.82% | |
| PSTG | D | -0.79% | |
| JWN | C | -0.76% | |
| DDS | B | -0.75% | |
| WDC | D | -0.74% | |
| GM | B | -0.74% | |
| JNJ | D | -0.73% | |
| LOW | D | -0.73% | |
| TMUS | B | -0.7% | |
| MCK | B | -0.68% | |
| DLB | B | -0.66% | |
| PRGS | A | -0.66% | |
| MTCH | D | -0.6% | |
| CRUS | D | -0.57% | |
| TRIP | F | -0.57% | |
| AXNX | C | -0.57% | |
| PI | D | -0.56% | |
| CMCSA | B | -0.54% | |
| LMT | D | -0.54% | |
| GILD | C | -0.54% | |
| KR | B | -0.54% | |
| ELV | F | -0.53% | |
| OLED | D | -0.53% | |
| GS | A | -0.53% | |
| M | D | -0.53% | |
| BK | A | -0.52% | |
| T | A | -0.5% | |
| CORT | B | -0.49% | |
| PINS | D | -0.49% | |
| MS | A | -0.44% | |
| BRK.A | B | -0.44% | |
| C | A | -0.44% | |
| AMED | F | -0.43% | |
| MTB | A | -0.43% | |
| SNAP | C | -0.42% | |
| ACI | C | -0.41% | |
| PNC | B | -0.41% | |
| OLLI | D | -0.41% | |
| GEN | B | -0.41% | |
| VRNS | D | -0.39% | |
| WFC | A | -0.39% | |
| QLYS | C | -0.38% | |
| BAC | A | -0.38% | |
| MU | D | -0.38% | |
| FITB | A | -0.37% | |
| TGT | F | -0.37% | |
| JPM | A | -0.36% | |
| IAC | D | -0.36% | |
| CALM | A | -0.36% | |
| SWKS | F | -0.36% | |
| A | D | -0.35% | |
| BMY | B | -0.35% | |
| CI | F | -0.35% | |
| GD | F | -0.35% | |
| CW | B | -0.34% | |
| VZ | C | -0.34% | |
| MTSI | B | -0.34% | |
| XRX | F | -0.33% | |
| ABT | B | -0.33% | |
| SO | D | -0.32% | |
| DIOD | D | -0.32% | |
| RTX | C | -0.32% | |
| DUK | C | -0.31% | |
| STT | A | -0.31% | |
| EDR | A | -0.31% | |
| UTHR | C | -0.3% | |
| KMB | D | -0.3% | |
| WELL | A | -0.3% | |
| AMGN | D | -0.3% | |
| RF | A | -0.29% | |
| HEI | B | -0.28% | |
| MCRI | A | -0.28% | |
| ETR | B | -0.28% | |
| MDT | D | -0.28% | |
| HBAN | A | -0.28% | |
| USB | A | -0.28% | |
| SYY | B | -0.27% | |
| PRU | A | -0.27% | |
| SMTC | B | -0.26% | |
| KTB | B | -0.26% | |
| EXEL | B | -0.25% | |
| PEG | A | -0.25% | |
| OGN | D | -0.25% | |
| SYF | B | -0.25% | |
| HUM | C | -0.25% | |
| TENB | C | -0.24% | |
| INCY | C | -0.24% | |
| JHG | A | -0.24% | |
| MSGS | A | -0.24% | |
| CB | C | -0.24% | |
| COLL | F | -0.24% | |
| COR | B | -0.24% | |
| WMK | C | -0.23% | |
| ZUO | B | -0.23% | |
| INTC | D | -0.23% | |
| HON | B | -0.23% | |
| RMD | C | -0.22% | |
| POWI | D | -0.22% | |
| NYT | C | -0.22% | |
| PFE | D | -0.21% | |
| PPL | B | -0.21% | |
| ITCI | C | -0.21% | |
| CINF | A | -0.21% | |
| LRN | A | -0.21% | |
| PRG | C | -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% | |
| COF | B | -0.19% | |
| CRDO | B | -0.19% | |
| BOX | B | -0.18% | |
| ZETA | D | -0.18% | |
| FCNCA | A | -0.18% | |
| KVUE | A | -0.18% | |
| APP | B | -0.18% | |
| BLK | C | -0.18% | |
| AVB | B | -0.18% | |
| NOC | D | -0.17% | |
| PSMT | C | -0.17% | |
| DGX | A | -0.16% | |
| FSLR | F | -0.16% | |
| LOPE | B | -0.16% | |
| ADUS | D | -0.16% | |
| APPN | B | -0.16% | |
| CRVL | A | -0.16% | |
| UPBD | B | -0.16% | |
| QRVO | F | -0.16% | |
| CHE | D | -0.16% | |
| IMKTA | C | -0.16% | |
| VICI | C | -0.15% | |
| KSS | F | -0.15% | |
| SFM | A | -0.15% | |
| DHR | F | -0.15% | |
| AFL | B | -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% | |
| FE | C | -0.14% | |
| EQR | B | -0.13% | |
| SF | B | -0.13% | |
| SHOO | D | -0.13% | |
| AGYS | A | -0.13% | |
| RJF | A | -0.13% | |
| AEP | D | -0.13% | |
| TROW | B | -0.13% | |
| TFC | A | -0.13% | |
| BDX | F | -0.13% | |
| WSM | B | -0.12% | |
| BKE | B | -0.12% | |
| SHO | C | -0.12% | |
| JXN | C | -0.12% | |
| EQH | B | -0.12% | |
| ICE | C | -0.11% | |
| LZB | B | -0.11% | |
| AVT | C | -0.11% | |
| MOG.A | B | -0.11% | |
| JEF | A | -0.11% | |
| LHX | C | -0.11% | |
| ZBH | C | -0.11% | |
| HOLX | D | -0.11% | |
| ED | D | -0.1% | |
| VEEV | C | -0.1% | |
| PJT | A | -0.1% | |
| EIX | B | -0.1% | |
| HIMS | B | -0.1% | |
| BBY | D | -0.1% | |
| KLG | C | -0.09% | |
| ETSY | D | -0.09% | |
| COKE | C | -0.09% | |
| UNM | A | -0.09% | |
| O | D | -0.08% | |
| SRE | A | -0.08% | |
| THO | B | -0.08% | |
| DTE | C | -0.08% | |
| GIS | D | -0.08% | |
| VTRS | A | -0.08% | |
| MET | A | -0.08% | |
| F | C | -0.08% | |
| DFIN | D | -0.08% | |
| GOLF | B | -0.08% | |
| VTR | C | -0.08% | |
| PINC | B | -0.07% | |
| FTDR | A | -0.07% | |
| DOCU | A | -0.07% | |
| BPOP | B | -0.07% | |
| DOCS | C | -0.07% | |
| AXS | A | -0.06% | |
| PRDO | B | -0.06% | |
| CPRX | C | -0.06% | |
| AIG | B | -0.06% | |
| NWL | B | -0.06% | |
| VSTO | A | -0.06% | |
| AEE | A | -0.06% | |
| CAH | B | -0.06% | |
| EVR | B | -0.06% | |
| OFG | B | -0.06% | |
| ZS | C | -0.05% | |
| FHI | A | -0.05% | |
| LMAT | A | -0.05% | |
| LNTH | D | -0.05% | |
| WBA | F | -0.05% | |
| EPC | D | -0.05% | |
| NRG | B | -0.04% | |
| WEC | A | -0.04% | |
| VCTR | B | -0.04% | |
| CBRE | B | -0.04% | |
| DIS | B | -0.04% | |
| PBH | A | -0.04% | |
| MRVL | B | -0.04% | |
| APO | B | -0.04% | |
| MKL | A | -0.04% | |
| WOR | F | -0.04% | |
| CASY | A | -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% | |
| MANH | D | -0.03% | |
| CFG | B | -0.03% | |
| BCO | D | -0.03% | |
| COLM | B | -0.02% | |
| MMM | D | -0.02% | |
| TNL | A | -0.02% | |
| CASH | A | -0.02% | |
| WHR | B | -0.02% | |
| ALL | A | -0.02% | |
| ANIP | F | -0.01% | |
| UE | C | -0.01% | |
| AMG | B | -0.01% | |
| CVS | D | -0.01% | |
| PIPR | B | -0.01% |
IVW: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Semiconductors
Diversified Industrials
Oil & Gas E&P
Diagnostics & Research
Restaurants
Insurance Brokers
Internet Content & Information
Leisure
Medical Devices
Software - Infrastructure
Specialty Industrial Machinery
Specialty Retail
Building Materials
Capital Markets
Credit Services
Information Technology Services
Medical Instruments & Supplies
Residential Construction
HLGE: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Asset Management
Banks - Regional - US
Capital Markets
Internet Content & Information
Software - Infrastructure
Utilities - Regulated Electric
Biotechnology
Diagnostics & Research
Drug Manufacturers - Major
Aerospace & Defense
Household & Personal Products
Medical Instruments & Supplies
Specialty Retail
Grocery Stores
Health Care Plans
Insurance - Property & Casualty
Medical Devices
Data Storage
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