IWX vs. HLGE ETF Comparison

Comparison of iShares Russell Top 200 Value ETF (IWX) to Hartford Longevity Economy ETF (HLGE)

IWX

iShares Russell Top 200 Value ETF

IWX Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value 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 Russell Top 200 Value Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization value sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$80.75

Average Daily Volume

163,731

Number of Holdings ^*

158

* 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	IWX	HLGE
30 Days	1.02%	-0.72%
60 Days	6.13%	5.16%
90 Days	8.40%	2.10%
12 Months	28.44%	31.02%

84 Overlapping Holdings

Symbol	Grade	Weight in IWX	Weight in HLGE	Overlap
ABBV	B	1.2%	0.4%	0.4%
ABT	C	1.19%	0.33%	0.33%
ADI	C	0.71%	0.65%	0.65%
AEP	C	0.33%	0.15%	0.15%
AIG	F	0.29%	0.06%	0.06%
AMD	B	0.55%	0.19%	0.19%
AMGN	D	0.24%	0.34%	0.24%
APO	B	0.1%	0.03%	0.03%
AXP	B	0.58%	0.25%	0.25%
BAC	D	1.64%	0.33%	0.33%
BDX	C	0.43%	0.15%	0.15%
BKNG	C	0.05%	0.63%	0.05%
BLK	A	0.86%	0.17%	0.17%
BMY	B	0.63%	0.32%	0.32%
BRK.A	C	5.14%	0.44%	0.44%
BSX	A	0.75%	0.51%	0.51%
C	C	0.73%	0.4%	0.4%
CB	B	0.72%	0.25%	0.25%
CI	D	0.54%	0.39%	0.39%
CL	D	0.23%	0.77%	0.23%
CMCSA	C	0.98%	0.51%	0.51%
COF	C	0.35%	0.15%	0.15%
CVS	C	0.48%	0.01%	0.01%
DELL	C	0.17%	0.81%	0.17%
DHR	D	1.09%	0.18%	0.18%
DIS	D	1.08%	0.04%	0.04%
DUK	B	0.55%	0.33%	0.33%
ELV	F	0.63%	0.68%	0.63%
F	D	0.26%	0.08%	0.08%
FTNT	B	0.06%	0.59%	0.06%
GD	C	0.5%	0.38%	0.38%
GILD	A	0.64%	0.5%	0.5%
GM	D	0.32%	0.59%	0.32%
GS	D	0.71%	0.45%	0.45%
HCA	C	0.35%	0.47%	0.35%
HD	A	0.49%	0.69%	0.49%
HON	C	0.7%	0.21%	0.21%
ICE	A	0.55%	0.11%	0.11%
INTC	D	0.63%	0.22%	0.22%
JNJ	D	2.39%	0.78%	0.78%
JPM	D	3.71%	0.31%	0.31%
KMB	D	0.17%	0.33%	0.17%
KO	C	0.73%	0.48%	0.48%
LMT	A	0.52%	0.62%	0.52%
LOW	A	0.94%	0.75%	0.75%
MCD	A	1.26%	0.03%	0.03%
MCK	F	0.22%	0.57%	0.22%
MDLZ	D	0.61%	0.04%	0.04%
MDT	C	0.7%	0.3%	0.3%
MET	B	0.3%	0.08%	0.08%
MMM	C	0.38%	0.02%	0.02%
MRVL	B	0.34%	0.03%	0.03%
MS	B	0.7%	0.35%	0.35%
MU	D	0.73%	0.39%	0.39%
NOC	B	0.45%	0.19%	0.19%
PEP	F	0.3%	0.35%	0.3%
PFE	D	1.01%	0.23%	0.23%
PG	D	1.95%	0.34%	0.34%
PGR	C	0.14%	0.2%	0.14%
PNC	C	0.45%	0.36%	0.36%
QCOM	C	0.07%	0.92%	0.07%
REGN	D	0.61%	0.59%	0.59%
ROP	C	0.36%	0.08%	0.08%
RTX	A	0.98%	0.35%	0.35%
SO	A	0.61%	0.34%	0.34%
SPGI	B	0.99%	0.15%	0.15%
SRE	B	0.32%	0.08%	0.08%
SYK	C	0.56%	0.39%	0.39%
T	A	0.97%	0.51%	0.51%
TDG	B	0.37%	0.24%	0.24%
TFC	D	0.35%	0.12%	0.12%
TGT	D	0.44%	0.37%	0.37%
TJX	D	0.33%	0.63%	0.33%
TMO	D	1.44%	0.39%	0.39%
TMUS	A	0.61%	0.62%	0.61%
TXN	C	1.03%	0.92%	0.92%
UNH	B	3.06%	0.58%	0.58%
USB	D	0.44%	0.26%	0.26%
VRTX	D	0.37%	0.68%	0.37%
VZ	B	1.16%	0.39%	0.39%
WELL	C	0.47%	0.3%	0.3%
WFC	F	1.2%	0.31%	0.31%
WMT	A	2.13%	0.81%	0.81%
ZTS	C	0.1%	0.46%	0.1%

IWX Overweight 74 Positions Relative to HLGE

Symbol	Grade	Weight
XOM	A	3.19%
CVX	B	1.54%
LIN	B	1.42%
ACN	B	1.35%
CSCO	A	1.32%
IBM	A	1.24%
PM	D	1.15%
NEE	A	1.07%
CAT	A	1.01%
GE	C	0.97%
ETN	C	0.81%
COP	D	0.75%
PLD	D	0.71%
DE	B	0.65%
UPS	D	0.6%
MMC	D	0.59%
MO	D	0.54%
SCHW	D	0.53%
PH	B	0.5%
EQIX	C	0.49%
PYPL	C	0.49%
UNP	D	0.48%
CME	A	0.48%
BA	F	0.47%
FCX	B	0.45%
FI	A	0.43%
EOG	B	0.43%
CEG	A	0.42%
GEV	A	0.42%
AON	B	0.42%
APD	C	0.41%
CSX	D	0.41%
CARR	B	0.41%
KKR	C	0.39%
CRH	C	0.39%
NEM	C	0.38%
EMR	B	0.38%
SLB	D	0.37%
FDX	F	0.37%
MAR	B	0.36%
TT	A	0.35%
MPC	C	0.35%
PSX	D	0.34%
NSC	D	0.34%
TRV	C	0.33%
JCI	C	0.32%
PCAR	C	0.31%
ITW	B	0.3%
PSA	C	0.29%
D	A	0.29%
VLO	D	0.27%
RSG	C	0.25%
NKE	D	0.25%
STZ	D	0.25%
MSI	A	0.24%
CRM	B	0.24%
KDP	C	0.24%
OXY	D	0.21%
APH	D	0.2%
EW	F	0.2%
KHC	F	0.19%
SBUX	C	0.15%
MRNA	F	0.13%
AMAT	B	0.09%
EL	D	0.09%
MNST	D	0.05%
SHW	C	0.05%
ADP	A	0.05%
ECL	B	0.05%
DASH	B	0.04%
AZO	D	0.03%
ORLY	A	0.03%
CPRT	C	0.02%
CTAS	C	0.02%

IWX Underweight 256 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%
ORCL	C	-0.94%
STX	B	-0.9%
NXPI	F	-0.88%
CARS	F	-0.86%
HPE	B	-0.85%
AAPL	C	-0.83%
YELP	F	-0.83%
NTAP	D	-0.83%
MSFT	D	-0.83%
WDC	C	-0.8%
HPQ	B	-0.8%
CVLT	C	-0.8%
PSTG	F	-0.79%
MPWR	B	-0.77%
NOW	C	-0.75%
MTCH	B	-0.74%
JWN	D	-0.73%
MCHP	F	-0.72%
DLB	C	-0.7%
CRUS	D	-0.69%
FICO	A	-0.68%
PRGS	B	-0.67%
DDS	D	-0.67%
PI	B	-0.66%
OLED	C	-0.66%
MTD	B	-0.65%
LLY	D	-0.6%
TRIP	F	-0.57%
AXNX	A	-0.57%
PINS	C	-0.56%
M	F	-0.54%
MRK	F	-0.54%
KR	C	-0.53%
AVGO	C	-0.53%
NFLX	B	-0.52%
COST	C	-0.5%
BK	C	-0.49%
AMED	D	-0.47%
PANW	D	-0.45%
OLLI	C	-0.44%
CORT	B	-0.43%
EA	D	-0.42%
SNAP	D	-0.42%
VRNS	C	-0.42%
ACI	F	-0.41%
SWKS	F	-0.41%
A	B	-0.4%
XRX	D	-0.4%
MCO	D	-0.4%
IAC	D	-0.4%
DIOD	F	-0.38%
IRM	A	-0.38%
GEN	B	-0.38%
ON	F	-0.37%
UBER	C	-0.36%
MTB	C	-0.36%
NVR	B	-0.34%
FITB	C	-0.34%
QLYS	F	-0.33%
COLL	B	-0.33%
OGN	F	-0.32%
EDR	A	-0.32%
ISRG	C	-0.32%
CW	A	-0.32%
CALM	A	-0.31%
ZETA	B	-0.31%
STT	C	-0.3%
MTSI	C	-0.3%
YUM	B	-0.29%
INTU	F	-0.29%
UTHR	C	-0.28%
SYY	D	-0.28%
CRWD	D	-0.28%
HEI	C	-0.27%
PHM	A	-0.27%
PEG	A	-0.27%
HUM	F	-0.26%
CNC	F	-0.26%
ETR	A	-0.26%
RF	C	-0.26%
PRU	C	-0.26%
MCRI	C	-0.26%
CDNS	D	-0.25%
QRVO	F	-0.25%
ADSK	C	-0.25%
TENB	F	-0.24%
PTC	D	-0.24%
SMTC	C	-0.24%
KTB	C	-0.24%
GDDY	D	-0.23%
COR	F	-0.23%
NYT	C	-0.23%
HBAN	D	-0.23%
GRMN	D	-0.23%
MSGS	A	-0.23%
PPL	B	-0.22%
HRB	C	-0.22%
POWI	F	-0.22%
RMD	C	-0.22%
TYL	B	-0.21%
EHC	B	-0.21%
LAMR	C	-0.21%
SNPS	F	-0.21%
INCY	B	-0.21%
WMK	D	-0.21%
PRG	C	-0.21%
WAT	B	-0.2%
SYF	B	-0.2%
BJ	C	-0.2%
CINF	B	-0.2%
FSLR	C	-0.2%
ZUO	F	-0.2%
HLT	B	-0.2%
TSCO	B	-0.2%
JHG	B	-0.2%
RCL	C	-0.19%
HSY	F	-0.19%
ACIW	B	-0.19%
EXEL	B	-0.19%
ROST	D	-0.18%
CHE	C	-0.18%
KVUE	C	-0.18%
ITCI	D	-0.18%
LRN	C	-0.18%
AVB	C	-0.18%
PSMT	C	-0.18%
BOX	C	-0.17%
KSS	D	-0.17%
ADUS	D	-0.17%
SPG	A	-0.17%
DGX	C	-0.16%
VICI	C	-0.16%
TDC	D	-0.16%
AFL	A	-0.16%
IMKTA	F	-0.16%
FE	C	-0.16%
ANSS	D	-0.15%
SHOO	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%
WSM	B	-0.14%
WGO	D	-0.14%
CRDO	B	-0.14%
LOPE	D	-0.14%
APPN	B	-0.14%
SHO	D	-0.13%
AMP	A	-0.13%
CHD	D	-0.13%
EQR	C	-0.13%
ORI	B	-0.13%
ADBE	F	-0.13%
AGYS	D	-0.12%
HOLX	D	-0.12%
SFM	A	-0.12%
TROW	D	-0.12%
SQSP	A	-0.12%
DHI	C	-0.12%
ALKT	D	-0.12%
JXN	A	-0.11%
LZB	D	-0.11%
EIX	B	-0.11%
ED	A	-0.11%
BKE	D	-0.11%
EQH	C	-0.11%
AVT	C	-0.11%
LHX	A	-0.11%
ZBH	F	-0.11%
FOXA	A	-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%
APP	A	-0.09%
VTR	C	-0.09%
KLG	D	-0.09%
DTE	A	-0.09%
O	A	-0.09%
ETSY	F	-0.09%
VEEV	C	-0.09%
DFIN	D	-0.09%
HIMS	C	-0.09%
BPOP	D	-0.08%
VTRS	D	-0.08%
UNM	A	-0.08%
GOLF	F	-0.08%
THO	C	-0.08%
PJT	C	-0.08%
CHTR	D	-0.07%
VRSN	B	-0.07%
LNTH	C	-0.07%
EVR	C	-0.06%
DOCU	B	-0.06%
EPC	F	-0.06%
PINC	F	-0.06%
FTDR	C	-0.06%
ABNB	D	-0.06%
CAH	B	-0.06%
AEE	A	-0.06%
DOCS	A	-0.06%
OFG	D	-0.06%
ACGL	B	-0.06%
WOR	F	-0.05%
LMAT	B	-0.05%
PRDO	D	-0.05%
STE	D	-0.05%
NWL	F	-0.05%
WBA	F	-0.05%
AXS	A	-0.05%
SGH	D	-0.05%
VSTO	B	-0.05%
CPRX	C	-0.05%
CBRE	B	-0.04%
NRG	A	-0.04%
WEC	A	-0.04%
HLI	B	-0.04%
ZS	F	-0.04%
MKL	C	-0.04%
CASY	D	-0.04%
BCO	C	-0.04%
FHI	C	-0.04%
CNK	D	-0.03%
LTC	D	-0.03%
BRBR	A	-0.03%
LYV	B	-0.03%
CTRE	B	-0.03%
CFG	D	-0.03%
MORN	C	-0.03%
MANH	C	-0.03%
VCTR	A	-0.03%
PBH	D	-0.03%
TNL	C	-0.02%
CASH	D	-0.02%
COLM	D	-0.02%
WHR	C	-0.02%
ALL	C	-0.02%
PFBC	D	-0.02%
SNEX	C	-0.02%
UE	C	-0.01%
ANIP	F	-0.01%
AMG	B	-0.01%
PIPR	B	-0.01%