IXG vs. HLGE ETF Comparison

Comparison of iShares Global Financial ETF (IXG) to Hartford Longevity Economy ETF (HLGE)

IXG

iShares Global Financial ETF

IXG Description

The investment seeks to track the investment results of an index composed of global equities in the financials sector. 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 Global 1200 Financials Sector IndexTM (the "underlying index"), which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), a subsidiary of McGraw Hill Financial, Inc., deems to be part of the financial sector of the economy and that S&P believes are important to global markets.

Grade (RS Rating)

Last Trade

$99.27

Average Daily Volume

34,513

Number of Holdings ^*

* 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

$31.74

Average Daily Volume

489

Number of Holdings ^*

338

* may have additional holdings in another (foreign) market

Performance

Period	IXG	HLGE
30 Days	2.34%	-1.51%
60 Days	6.47%	2.41%
90 Days	10.49%	3.29%
12 Months	39.41%	30.68%

35 Overlapping Holdings

Symbol	Grade	Weight in IXG	Weight in HLGE	Overlap
ACGL	C	0.33%	0.06%	0.06%
AFL	C	0.47%	0.15%	0.15%
AIG	B	0.42%	0.06%	0.06%
ALL	A	0.45%	0.02%	0.02%
AMP	A	0.47%	0.14%	0.14%
AXP	A	1.39%	0.26%	0.26%
BAC	A	2.61%	0.37%	0.37%
BK	A	0.49%	0.5%	0.49%
BRK.A	A	7.29%	0.43%	0.43%
C	A	1.13%	0.43%	0.43%
CB	C	0.91%	0.23%	0.23%
CFG	A	0.18%	0.03%	0.03%
CINF	A	0.2%	0.21%	0.2%
COF	A	0.61%	0.19%	0.19%
FITB	A	0.27%	0.36%	0.27%
GS	A	1.6%	0.52%	0.52%
HBAN	A	0.22%	0.27%	0.22%
ICE	D	0.77%	0.1%	0.1%
JPM	A	5.79%	0.34%	0.34%
MCO	C	0.64%	0.39%	0.39%
MET	A	0.41%	0.08%	0.08%
MS	A	1.39%	0.42%	0.42%
MTB	A	0.3%	0.42%	0.3%
PGR	B	1.31%	0.2%	0.2%
PNC	A	0.69%	0.4%	0.4%
PRU	A	0.37%	0.26%	0.26%
RF	A	0.2%	0.28%	0.2%
RJF	A	0.25%	0.13%	0.13%
SPGI	C	1.38%	0.14%	0.14%
STT	A	0.24%	0.31%	0.24%
SYF	A	0.22%	0.24%	0.22%
TFC	A	0.52%	0.13%	0.13%
TROW	A	0.22%	0.13%	0.13%
USB	B	0.67%	0.28%	0.28%
WFC	A	2.05%	0.37%	0.37%

IXG Overweight 41 Positions Relative to HLGE

Symbol	Grade	Weight
V	A	4.41%
MA	A	3.72%
BLK	A	1.24%
MUFG	A	1.23%
BX	A	1.1%
FI	A	1.04%
SCHW	A	0.95%
MMC	C	0.95%
KKR	A	0.88%
SMFG	A	0.8%
PYPL	A	0.73%
AON	A	0.72%
CME	A	0.7%
AJG	A	0.55%
TRV	A	0.51%
MFG	A	0.49%
FIS	B	0.41%
MSCI	A	0.4%
DFS	A	0.38%
HIG	C	0.29%
NDAQ	A	0.28%
WTW	B	0.27%
GPN	B	0.24%
BRO	B	0.23%
CPAY	A	0.22%
NTRS	A	0.18%
CBOE	D	0.17%
PFG	C	0.16%
FDS	A	0.16%
WRB	A	0.16%
KEY	A	0.15%
NMR	B	0.15%
EG	D	0.14%
L	A	0.13%
JKHY	D	0.11%
AIZ	A	0.1%
MKTX	C	0.09%
ERIE	F	0.09%
GL	B	0.08%
IVZ	B	0.07%
BEN	C	0.05%

IXG Underweight 303 Positions Relative to HLGE

Symbol	Grade	Weight
NVDA	B	-1.15%
CARG	A	-1.12%
META	C	-1.06%
AMZN	B	-1.02%
ORCL	A	-1.02%
GOOGL	B	-1.02%
EBAY	D	-0.98%
TXN	C	-0.96%
DELL	C	-0.92%
CARS	B	-0.91%
QCOM	F	-0.91%
HPE	B	-0.9%
CVLT	B	-0.88%
NXPI	F	-0.85%
NOW	B	-0.84%
YELP	C	-0.83%
STX	D	-0.83%
NTAP	D	-0.82%
PSTG	F	-0.82%
WMT	A	-0.81%
HPQ	B	-0.81%
FICO	A	-0.8%
MSFT	D	-0.8%
WDC	F	-0.79%
AAPL	C	-0.79%
JWN	A	-0.73%
JNJ	D	-0.73%
BKNG	A	-0.72%
LOW	A	-0.71%
VRTX	C	-0.71%
GM	A	-0.7%
FTNT	A	-0.69%
DDS	B	-0.68%
DLB	D	-0.67%
CL	D	-0.67%
MCK	A	-0.67%
TMUS	A	-0.67%
MCHP	F	-0.65%
HD	A	-0.65%
PRGS	B	-0.65%
MPWR	F	-0.63%
ADI	D	-0.62%
PI	D	-0.61%
TJX	A	-0.61%
TRIP	D	-0.6%
MTCH	F	-0.58%
UNH	B	-0.58%
CRUS	F	-0.57%
AXNX	A	-0.56%
AVGO	C	-0.56%
OLED	F	-0.56%
NFLX	A	-0.56%
LMT	D	-0.55%
GILD	B	-0.55%
MTD	F	-0.55%
ELV	F	-0.54%
LLY	F	-0.54%
M	C	-0.53%
CMCSA	B	-0.53%
KR	B	-0.53%
BSX	B	-0.52%
CORT	B	-0.52%
PANW	B	-0.51%
COST	B	-0.51%
T	A	-0.49%
PINS	F	-0.48%
MRK	F	-0.47%
SNAP	D	-0.46%
REGN	F	-0.45%
AMED	F	-0.45%
EA	A	-0.44%
OLLI	D	-0.43%
MU	D	-0.42%
KO	D	-0.41%
ACI	C	-0.41%
GEN	B	-0.4%
IAC	D	-0.4%
ZTS	D	-0.4%
SYK	A	-0.39%
HCA	D	-0.39%
SWKS	F	-0.38%
QLYS	C	-0.38%
VRNS	D	-0.38%
ABBV	F	-0.38%
GD	D	-0.37%
IRM	D	-0.37%
MTSI	B	-0.37%
DIOD	F	-0.37%
CALM	A	-0.36%
TGT	D	-0.36%
A	D	-0.36%
ZETA	F	-0.36%
ON	F	-0.35%
CW	B	-0.35%
TMO	D	-0.34%
CI	D	-0.34%
XRX	F	-0.34%
UBER	C	-0.34%
ISRG	A	-0.34%
CRWD	B	-0.33%
AMGN	D	-0.33%
VZ	C	-0.33%
RTX	D	-0.33%
ABT	B	-0.33%
BMY	B	-0.32%
PG	C	-0.32%
INTU	A	-0.32%
SO	C	-0.32%
PEP	F	-0.32%
WELL	A	-0.31%
DUK	C	-0.31%
UTHR	B	-0.31%
EDR	A	-0.31%
NVR	D	-0.3%
KMB	C	-0.29%
ADSK	B	-0.28%
ETR	A	-0.28%
MDT	D	-0.28%
SMTC	C	-0.28%
SYY	D	-0.27%
MCRI	A	-0.27%
CDNS	B	-0.27%
GRMN	B	-0.27%
YUM	D	-0.27%
KTB	A	-0.26%
PTC	B	-0.26%
OGN	F	-0.26%
SMCI	F	-0.26%
INCY	B	-0.25%
EXEL	B	-0.25%
HUM	F	-0.25%
HEI	A	-0.25%
COLL	F	-0.25%
GDDY	A	-0.25%
PHM	D	-0.24%
SNPS	C	-0.24%
INTC	C	-0.24%
MSGS	B	-0.24%
PEG	C	-0.24%
COR	B	-0.24%
ZUO	A	-0.23%
POWI	D	-0.23%
JHG	A	-0.23%
NYT	D	-0.23%
RMD	C	-0.23%
TENB	D	-0.23%
RCL	A	-0.23%
ITCI	B	-0.22%
HON	A	-0.22%
TDG	D	-0.22%
WMK	B	-0.22%
PPL	A	-0.21%
PFE	F	-0.21%
HLT	A	-0.21%
ACIW	B	-0.21%
PRG	A	-0.21%
LRN	A	-0.21%
CRDO	C	-0.21%
TYL	B	-0.21%
EHC	B	-0.21%
HRB	D	-0.2%
LAMR	D	-0.2%
CNC	F	-0.2%
WAT	B	-0.2%
BJ	B	-0.2%
TSCO	D	-0.19%
PSMT	D	-0.18%
FCNCA	A	-0.18%
KVUE	A	-0.18%
NOC	D	-0.18%
APP	A	-0.18%
AVB	A	-0.18%
QRVO	F	-0.17%
AMD	F	-0.17%
BOX	B	-0.17%
APPN	B	-0.17%
SPG	A	-0.17%
IMKTA	C	-0.16%
CHE	D	-0.16%
LOPE	B	-0.16%
UPBD	B	-0.16%
ADUS	D	-0.16%
ROST	D	-0.16%
CRVL	B	-0.16%
HSY	F	-0.16%
SFM	A	-0.15%
DHR	D	-0.15%
TDC	F	-0.15%
MMSI	A	-0.15%
FSLR	F	-0.15%
ANSS	B	-0.15%
DGX	A	-0.15%
KSS	F	-0.14%
WGO	B	-0.14%
NHI	D	-0.14%
PDCO	F	-0.14%
ALKT	B	-0.14%
FE	C	-0.14%
VICI	C	-0.14%
FOXA	A	-0.13%
CHD	A	-0.13%
SHOO	D	-0.13%
SHO	D	-0.13%
JXN	B	-0.13%
ORI	A	-0.13%
AEP	C	-0.13%
FLO	D	-0.13%
BDX	F	-0.13%
EQH	B	-0.12%
AGYS	A	-0.12%
SF	A	-0.12%
EQR	C	-0.12%
ADBE	F	-0.12%
JEF	A	-0.11%
ZBH	C	-0.11%
MOG.A	B	-0.11%
BKE	A	-0.11%
HIMS	C	-0.11%
WSM	F	-0.11%
AVT	C	-0.11%
HOLX	D	-0.11%
LHX	B	-0.11%
PJT	A	-0.1%
BBY	C	-0.1%
ED	D	-0.1%
VEEV	C	-0.1%
EIX	C	-0.1%
LZB	A	-0.1%
DHI	D	-0.1%
GOLF	A	-0.09%
ETSY	D	-0.09%
KLG	F	-0.09%
UNM	A	-0.09%
COKE	C	-0.09%
CHTR	B	-0.08%
THO	B	-0.08%
DTE	C	-0.08%
SRE	A	-0.08%
O	D	-0.08%
F	C	-0.08%
GIS	D	-0.08%
DOCS	C	-0.08%
VTRS	A	-0.08%
DFIN	D	-0.08%
ROP	C	-0.08%
IDXX	F	-0.08%
VTR	C	-0.08%
EVR	A	-0.07%
DOCU	A	-0.07%
FTDR	B	-0.07%
BPOP	C	-0.07%
LNTH	F	-0.06%
VSTO	A	-0.06%
AEE	A	-0.06%
NWL	B	-0.06%
ABNB	C	-0.06%
CPRX	C	-0.06%
CAH	B	-0.06%
OFG	B	-0.06%
VRSN	D	-0.06%
PINC	B	-0.06%
FHI	A	-0.05%
LMAT	A	-0.05%
PRDO	B	-0.05%
WBA	F	-0.05%
AXS	A	-0.05%
EPC	F	-0.05%
DIS	A	-0.04%
WEC	A	-0.04%
MDLZ	F	-0.04%
PBH	A	-0.04%
NRG	B	-0.04%
APO	A	-0.04%
VCTR	B	-0.04%
CBRE	B	-0.04%
MKL	A	-0.04%
MRVL	B	-0.04%
STE	D	-0.04%
CASY	B	-0.04%
HLI	A	-0.04%
WOR	F	-0.04%
ZS	B	-0.04%
PFBC	A	-0.03%
LTC	B	-0.03%
SNEX	A	-0.03%
CTRE	D	-0.03%
CNK	A	-0.03%
BRBR	A	-0.03%
LYV	A	-0.03%
MORN	B	-0.03%
MCD	D	-0.03%
MANH	D	-0.03%
BCO	F	-0.03%
COLM	B	-0.02%
TNL	A	-0.02%
MMM	D	-0.02%
CASH	A	-0.02%
WHR	A	-0.02%
ANIP	D	-0.01%
UE	B	-0.01%
AMG	A	-0.01%
CVS	F	-0.01%
PIPR	A	-0.01%