JPME vs. HLGE ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) to Hartford Longevity Economy ETF (HLGE)
JPME

JPMorgan Diversified Return U.S. Mid Cap Equity ETF

JPME Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell Midcap Diversified Factor Index. The fund will invest at least 80% of its net assets in securities included in the underlying index. It may invest up to 20% of its assets in exchange-traded futures to seek performance that corresponds to the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics, originally developed by the adviser.

Grade (RS Rating)

Last Trade

$103.57

Average Daily Volume

15,777

Number of Holdings *

340

* 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

$31.07

Average Daily Volume

732

Number of Holdings *

338

* may have additional holdings in another (foreign) market
Performance
Period JPME HLGE
30 Days 2.59% 0.30%
60 Days 5.48% 1.90%
90 Days 8.55% 1.48%
12 Months 22.05% 25.62%
86 Overlapping Holdings
Symbol Grade Weight in JPME Weight in HLGE Overlap
A C 0.32% 0.38% 0.32%
ACGL B 0.12% 0.06% 0.06%
ACI F 0.3% 0.43% 0.3%
AEE B 0.39% 0.06% 0.06%
AFL B 0.47% 0.16% 0.16%
AMP B 0.39% 0.12% 0.12%
ANSS F 0.33% 0.15% 0.15%
APP B 0.46% 0.07% 0.07%
AVB B 0.43% 0.2% 0.2%
AVT D 0.13% 0.11% 0.11%
AXS B 0.14% 0.05% 0.05%
BBY B 0.34% 0.11% 0.11%
BPOP C 0.31% 0.08% 0.08%
BRBR B 0.22% 0.03% 0.03%
CAH C 0.36% 0.06% 0.06%
CASY D 0.38% 0.04% 0.04%
CBRE A 0.47% 0.04% 0.04%
CFG D 0.1% 0.03% 0.03%
CHD C 0.36% 0.13% 0.13%
CHE C 0.35% 0.17% 0.17%
CHTR D 0.33% 0.07% 0.07%
CNC C 0.3% 0.27% 0.27%
COKE C 0.24% 0.1% 0.1%
CRUS D 0.36% 0.79% 0.36%
DGX B 0.4% 0.16% 0.16%
DHI B 0.42% 0.12% 0.12%
DLB D 0.21% 0.66% 0.21%
DTE B 0.35% 0.09% 0.09%
ED C 0.42% 0.11% 0.11%
EHC B 0.41% 0.21% 0.21%
EIX C 0.44% 0.11% 0.11%
EQR B 0.32% 0.14% 0.14%
ETR A 0.43% 0.25% 0.25%
EXEL B 0.34% 0.2% 0.2%
FCNCA D 0.42% 0.14% 0.14%
FE C 0.42% 0.16% 0.16%
FITB B 0.17% 0.33% 0.17%
FLO C 0.29% 0.15% 0.15%
GIS B 0.32% 0.1% 0.1%
GRMN D 0.43% 0.25% 0.25%
HBAN B 0.34% 0.24% 0.24%
HOLX B 0.37% 0.12% 0.12%
HPE D 0.22% 0.74% 0.22%
HPQ D 0.25% 0.78% 0.25%
HRB C 0.38% 0.22% 0.22%
INCY C 0.22% 0.2% 0.2%
IRM B 0.48% 0.37% 0.37%
JEF B 0.48% 0.09% 0.09%
KR B 0.39% 0.52% 0.39%
KSS F 0.01% 0.16% 0.01%
KVUE B 0.36% 0.18% 0.18%
LAMR A 0.41% 0.21% 0.21%
M F 0.14% 0.53% 0.14%
MANH B 0.37% 0.03% 0.03%
MCHP D 0.24% 0.73% 0.24%
MPWR C 0.41% 0.78% 0.41%
MTB B 0.25% 0.35% 0.25%
NRG C 0.29% 0.03% 0.03%
NTAP D 0.34% 0.82% 0.34%
NVR B 0.39% 0.32% 0.32%
ON D 0.24% 0.36% 0.24%
ORI A 0.43% 0.13% 0.13%
PEG B 0.43% 0.25% 0.25%
PHM B 0.44% 0.26% 0.26%
PINC C 0.13% 0.06% 0.06%
PPL C 0.43% 0.21% 0.21%
QRVO F 0.2% 0.27% 0.2%
RF B 0.14% 0.26% 0.14%
RMD C 0.34% 0.24% 0.24%
ROST C 0.36% 0.19% 0.19%
SPG B 0.41% 0.17% 0.17%
STE C 0.38% 0.05% 0.05%
SWKS F 0.28% 0.44% 0.28%
SYF C 0.33% 0.19% 0.19%
SYY D 0.31% 0.29% 0.29%
THO D 0.13% 0.07% 0.07%
TNL D 0.06% 0.02% 0.02%
TSCO C 0.37% 0.2% 0.2%
TYL C 0.4% 0.21% 0.21%
UNM B 0.42% 0.07% 0.07%
UTHR C 0.44% 0.27% 0.27%
VEEV C 0.29% 0.1% 0.1%
VICI C 0.39% 0.17% 0.17%
VTRS C 0.35% 0.08% 0.08%
WEC B 0.38% 0.04% 0.04%
WSM C 0.34% 0.13% 0.13%
JPME Overweight 254 Positions Relative to HLGE
Symbol Grade Weight
FYBR C 0.54%
K A 0.52%
OHI A 0.47%
TRGP B 0.46%
UHS B 0.46%
BRX B 0.45%
MTG B 0.45%
NI B 0.45%
INGR A 0.44%
ATO B 0.44%
OKE B 0.44%
TOL B 0.44%
ALSN B 0.44%
CUBE B 0.43%
POST C 0.43%
CBOE C 0.43%
THC B 0.43%
HIG A 0.43%
CACI B 0.42%
EVRG A 0.42%
CMS A 0.42%
CPB B 0.42%
USFD B 0.42%
LEN B 0.42%
PNW B 0.42%
CAG B 0.41%
AJG C 0.41%
CLH B 0.41%
WMB B 0.41%
DVA B 0.41%
IP B 0.4%
PCG C 0.4%
LDOS C 0.4%
OGE B 0.4%
REG C 0.4%
JLL B 0.39%
NFG B 0.39%
EPR B 0.39%
HUBB B 0.39%
CLX C 0.39%
RGA B 0.39%
CMI C 0.39%
GLPI B 0.39%
IT B 0.38%
CF B 0.38%
PKG B 0.38%
GWW B 0.38%
JNPR A 0.38%
RPM B 0.38%
XEL A 0.37%
TXRH D 0.37%
TKR D 0.37%
FAST C 0.37%
SPB B 0.37%
KIM B 0.37%
LYB F 0.37%
EMN B 0.37%
AM B 0.37%
SJM C 0.36%
ESI D 0.36%
NXST D 0.36%
DKS D 0.36%
ROKU C 0.36%
PWR B 0.36%
SSNC B 0.36%
AN D 0.35%
OMF C 0.35%
BG D 0.35%
MKC B 0.35%
SNA B 0.35%
TAP C 0.35%
PFGC B 0.35%
BLDR C 0.34%
CSGP D 0.34%
WY C 0.34%
EG B 0.34%
GGG C 0.34%
ESS B 0.34%
MOH C 0.34%
PPC D 0.34%
WLK D 0.34%
FANG D 0.34%
RS D 0.34%
ACHC C 0.34%
OC C 0.34%
IQV C 0.34%
VST C 0.34%
AME C 0.34%
AVY D 0.34%
TPR C 0.33%
CIEN C 0.33%
TER D 0.33%
MAS B 0.33%
SAIC C 0.33%
CNP C 0.33%
STLD D 0.33%
VVV D 0.33%
LNT A 0.33%
CE D 0.32%
DECK C 0.32%
NEU D 0.32%
DOX C 0.32%
HIW B 0.32%
PAG D 0.32%
TSN C 0.32%
CDW D 0.32%
STAG C 0.32%
CTVA B 0.31%
AMH C 0.31%
AOS C 0.31%
MSM D 0.31%
XP D 0.31%
HSIC C 0.31%
LNG D 0.31%
LSTR D 0.31%
EXC B 0.31%
PK D 0.31%
HST D 0.3%
SRCL A 0.3%
ODFL C 0.3%
GNTX F 0.3%
CTRA F 0.3%
OLN D 0.29%
EME B 0.29%
QGEN B 0.29%
HRL C 0.29%
NUE F 0.29%
UGI C 0.29%
MRO D 0.29%
EQT D 0.28%
MAA B 0.28%
CNM F 0.28%
CSL C 0.28%
Z B 0.28%
ADM D 0.28%
DINO D 0.28%
NNN B 0.28%
OMC A 0.28%
SWN D 0.27%
KRC B 0.27%
FR C 0.27%
CROX C 0.27%
DRI C 0.27%
RBC C 0.27%
EGP B 0.27%
FRPT B 0.27%
AR D 0.27%
X D 0.27%
WPC B 0.27%
JBL D 0.26%
CHK D 0.26%
PAYX C 0.26%
HUN D 0.26%
RRC D 0.26%
WST D 0.26%
SAM F 0.26%
RPRX C 0.25%
MOS F 0.25%
ASH D 0.25%
LITE B 0.25%
BRKR D 0.25%
LECO F 0.25%
L B 0.25%
IRDM D 0.25%
NBIX F 0.25%
TPL C 0.25%
DTM B 0.25%
BYD C 0.24%
HAL F 0.24%
OVV D 0.24%
EXPD B 0.24%
MEDP D 0.24%
IDA B 0.24%
SNX D 0.24%
JAZZ D 0.23%
LBRDK D 0.23%
REXR C 0.23%
STWD A 0.23%
AGO C 0.22%
MGM D 0.22%
R B 0.22%
DVN F 0.22%
CLF F 0.22%
FRT C 0.21%
CPT B 0.21%
LW D 0.21%
PRI B 0.2%
REYN C 0.2%
CELH F 0.2%
AFG B 0.19%
FNF A 0.18%
GLW B 0.17%
BRO C 0.17%
CWEN B 0.17%
ELAN D 0.17%
EXP B 0.17%
SON C 0.16%
NVT D 0.16%
KEYS C 0.16%
RYN C 0.16%
BKR D 0.15%
BAH B 0.15%
ITT C 0.15%
RGLD B 0.15%
SCI B 0.15%
CUZ B 0.15%
GO F 0.15%
AKAM D 0.14%
LPX B 0.14%
APA F 0.14%
TXT D 0.14%
SLM C 0.14%
BWA D 0.13%
POOL C 0.13%
WEN C 0.13%
XRAY D 0.13%
UI B 0.12%
TFX C 0.12%
WTM F 0.12%
DFS C 0.11%
CNXC D 0.11%
ALLY F 0.11%
SLGN B 0.1%
CACC D 0.1%
KEY B 0.08%
SMG C 0.07%
CC F 0.07%
AYI B 0.07%
ZION D 0.07%
BIIB F 0.06%
NDSN C 0.06%
FNB D 0.06%
RHI D 0.06%
TECH C 0.06%
PB B 0.06%
CMA B 0.06%
CR C 0.05%
VIRT B 0.05%
HES D 0.05%
PFG B 0.05%
CRI C 0.05%
HXL F 0.05%
IEX D 0.04%
LEG D 0.04%
NVST D 0.04%
WU D 0.04%
ADTN F 0.03%
PAYC D 0.03%
BBWI F 0.03%
FTRE F 0.03%
IPG C 0.03%
HOG C 0.02%
ATR B 0.01%
CNA C 0.0%
JPME Underweight 252 Positions Relative to HLGE
Symbol Grade Weight
EBAY B -1.06%
META A -1.01%
NVDA D -1.0%
CARG B -0.98%
AMZN C -0.97%
GOOGL D -0.95%
ORCL B -0.93%
QCOM D -0.93%
TXN C -0.91%
CARS D -0.9%
NXPI D -0.87%
MSFT C -0.86%
STX D -0.85%
YELP F -0.83%
AAPL D -0.83%
JNJ B -0.82%
DELL D -0.82%
WMT B -0.81%
CL C -0.81%
PSTG F -0.8%
CVLT B -0.8%
JWN B -0.78%
NOW A -0.78%
WDC D -0.77%
ELV C -0.74%
LOW B -0.71%
VRTX D -0.7%
MTCH C -0.7%
FICO A -0.68%
REGN C -0.67%
OLED C -0.67%
ADI D -0.66%
HD B -0.65%
TJX C -0.65%
LLY C -0.64%
TMUS C -0.62%
GM B -0.62%
MTD D -0.62%
BKNG B -0.61%
DDS D -0.6%
MCK F -0.6%
LMT C -0.59%
FTNT C -0.59%
PRGS C -0.59%
UNH C -0.59%
AXNX B -0.58%
PI B -0.58%
MRK D -0.56%
TRIP F -0.55%
AVGO C -0.54%
COST C -0.53%
BSX B -0.52%
SMCI F -0.51%
GILD B -0.51%
T B -0.51%
PINS F -0.51%
NFLX B -0.51%
CMCSA D -0.49%
PANW D -0.48%
BK A -0.48%
AMED C -0.48%
KO B -0.47%
HCA B -0.46%
ZTS B -0.46%
GS D -0.45%
OLLI C -0.45%
BRK.A C -0.44%
EA D -0.43%
SYK C -0.41%
CI C -0.41%
XRX F -0.41%
IAC C -0.41%
VRNS C -0.41%
MCO A -0.41%
TMO C -0.4%
ABBV C -0.4%
C D -0.38%
VZ B -0.38%
SNAP F -0.38%
PEP C -0.37%
DIOD F -0.37%
TGT C -0.37%
GD B -0.37%
AMGN B -0.36%
PNC B -0.36%
PG C -0.35%
ABT C -0.35%
MU F -0.35%
OGN D -0.35%
DUK C -0.34%
UBER C -0.34%
SO B -0.34%
BAC D -0.34%
RTX C -0.34%
QLYS F -0.33%
ISRG C -0.33%
CORT B -0.33%
MS D -0.33%
KMB D -0.33%
EDR A -0.32%
JPM D -0.32%
INTU D -0.32%
WELL B -0.31%
HUM F -0.31%
MDT C -0.31%
COLL B -0.31%
CW B -0.3%
BMY C -0.3%
YUM D -0.29%
ZETA B -0.29%
STT A -0.29%
WFC D -0.29%
TEL D -0.28%
CALM B -0.28%
MTSI D -0.28%
HEI B -0.27%
CRWD F -0.27%
USB B -0.26%
CDNS D -0.26%
MCRI B -0.26%
PRU C -0.26%
AXP B -0.25%
ADSK B -0.25%
CB B -0.25%
PTC D -0.24%
PFE C -0.24%
NYT C -0.23%
GDDY C -0.23%
MSGS B -0.23%
SMTC C -0.23%
TENB D -0.23%
TDG B -0.23%
HON D -0.22%
KTB B -0.22%
PRG B -0.21%
ZUO D -0.21%
POWI F -0.21%
SNPS D -0.21%
WMK C -0.21%
FSLR C -0.2%
CINF B -0.2%
PGR A -0.2%
JHG B -0.2%
HSY C -0.2%
AMD F -0.19%
BJ D -0.19%
NOC B -0.19%
ITCI D -0.19%
HLT B -0.19%
ADUS B -0.18%
PSMT B -0.18%
LRN B -0.18%
DHR B -0.18%
BOX B -0.18%
ACIW B -0.18%
WAT C -0.18%
RCL B -0.18%
INTC F -0.18%
IMKTA D -0.17%
ADBE D -0.16%
BDX F -0.15%
CRVL B -0.15%
COF C -0.15%
MMSI B -0.15%
PDCO F -0.15%
AEP B -0.15%
TDC F -0.15%
SPGI B -0.15%
BLK A -0.15%
NHI A -0.15%
APPN D -0.14%
LOPE D -0.14%
TFC D -0.13%
SHO D -0.13%
CRDO D -0.13%
WGO D -0.13%
SHOO B -0.13%
ICE B -0.12%
ALKT D -0.12%
TROW D -0.12%
SQSP A -0.12%
FOXA B -0.11%
LHX D -0.11%
EQH C -0.11%
BKE B -0.11%
SFM B -0.11%
AGYS D -0.11%
ZBH F -0.11%
SF A -0.1%
DFIN B -0.1%
KLG C -0.1%
JXN B -0.1%
RJF C -0.1%
MOG.A B -0.1%
IDXX C -0.1%
LZB C -0.1%
ROP C -0.09%
VTR C -0.09%
O B -0.09%
ETSY F -0.09%
PJT B -0.08%
MET A -0.08%
HIMS D -0.08%
F D -0.08%
GOLF F -0.08%
OFG C -0.07%
VRSN D -0.07%
LNTH C -0.07%
SRE B -0.07%
WBA F -0.06%
CPRX B -0.06%
ABNB D -0.06%
DOCS B -0.06%
VSTO B -0.06%
EPC F -0.06%
AIG D -0.06%
FTDR B -0.06%
MDLZ B -0.05%
LMAT B -0.05%
PRDO D -0.05%
WOR F -0.05%
SGH F -0.05%
NWL D -0.05%
EVR B -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%
LYV B -0.03%
LTC B -0.03%
CTRE B -0.03%
APO C -0.03%
MORN C -0.03%
MCD C -0.03%
VCTR B -0.03%
DIS D -0.03%
MRVL C -0.03%
CASH B -0.02%
WHR D -0.02%
COLM B -0.02%
MMM B -0.02%
ALL A -0.02%
PFBC C -0.02%
SNEX C -0.02%
UE B -0.01%
PIPR B -0.01%
CVS D -0.01%
CNK B -0.01%
SIRI C -0.0%
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