JPUS vs. HLGE ETF Comparison

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

JPUS

JPMorgan Diversified Return U.S. Equity ETF

JPUS Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell 1000 Diversified Factor Index. The fund will invest at least 80% of its assets in securities included in 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. Holdings in the underlying index are selected by the index provider primarily from the constituents of the Russell 1000 Index, a larger Russell index, which is comprised of large- and mid-cap equity securities in the United States.

Grade (RS Rating)

Last Trade

$119.21

Average Daily Volume

7,891

Number of Holdings ^*

354

* 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	JPUS	HLGE
30 Days	3.61%	1.85%
60 Days	6.37%	3.29%
90 Days	8.24%	3.28%
12 Months	24.93%	28.68%

131 Overlapping Holdings

Symbol	Grade	Weight in JPUS	Weight in HLGE	Overlap
AAPL	C	0.36%	0.83%	0.36%
ABBV	C	0.38%	0.4%	0.38%
ABT	C	0.34%	0.35%	0.34%
ACGL	C	0.35%	0.06%	0.06%
ACI	F	0.31%	0.43%	0.31%
ADBE	F	0.06%	0.16%	0.06%
ADI	C	0.36%	0.66%	0.36%
AEE	C	0.01%	0.06%	0.01%
AFL	C	0.4%	0.16%	0.16%
AMGN	B	0.41%	0.36%	0.36%
AMP	A	0.23%	0.12%	0.12%
APO	C	0.16%	0.03%	0.03%
AVB	B	0.34%	0.2%	0.2%
AVGO	C	0.33%	0.54%	0.33%
BAC	D	0.26%	0.34%	0.26%
BBY	C	0.26%	0.11%	0.11%
BDX	D	0.2%	0.15%	0.15%
BKNG	C	0.14%	0.61%	0.14%
BMY	C	0.22%	0.3%	0.22%
BPOP	C	0.21%	0.08%	0.08%
BRBR	C	0.12%	0.03%	0.03%
BRK.A	C	0.41%	0.44%	0.41%
CAH	C	0.35%	0.06%	0.06%
CASY	D	0.38%	0.04%	0.04%
CB	B	0.29%	0.25%	0.25%
CBRE	A	0.05%	0.04%	0.04%
CDNS	D	0.28%	0.26%	0.26%
CFG	C	0.06%	0.03%	0.03%
CHD	D	0.36%	0.13%	0.13%
CHE	C	0.17%	0.17%	0.17%
CHTR	D	0.34%	0.07%	0.07%
CI	C	0.4%	0.41%	0.4%
CL	D	0.42%	0.81%	0.42%
CMCSA	D	0.39%	0.49%	0.39%
COF	B	0.34%	0.15%	0.15%
COKE	C	0.13%	0.1%	0.1%
CVS	D	0.27%	0.01%	0.01%
DGX	B	0.36%	0.16%	0.16%
DHI	B	0.46%	0.12%	0.12%
DHR	B	0.33%	0.18%	0.18%
DLB	D	0.06%	0.66%	0.06%
DTE	C	0.33%	0.09%	0.09%
DUK	C	0.35%	0.34%	0.34%
EA	D	0.16%	0.43%	0.16%
ED	C	0.4%	0.11%	0.11%
EIX	C	0.43%	0.11%	0.11%
ELV	C	0.36%	0.74%	0.36%
EQR	B	0.23%	0.14%	0.14%
ETR	B	0.43%	0.25%	0.25%
F	F	0.18%	0.08%	0.08%
FCNCA	D	0.42%	0.14%	0.14%
FE	C	0.39%	0.16%	0.16%
FITB	B	0.27%	0.33%	0.27%
FLO	C	0.23%	0.15%	0.15%
GD	B	0.38%	0.37%	0.37%
GILD	B	0.33%	0.51%	0.33%
GIS	B	0.4%	0.1%	0.1%
GOOGL	D	0.1%	0.95%	0.1%
GRMN	D	0.4%	0.25%	0.25%
HBAN	B	0.27%	0.24%	0.24%
HCA	B	0.43%	0.46%	0.43%
HOLX	B	0.31%	0.12%	0.12%
HPE	D	0.23%	0.74%	0.23%
HRB	C	0.46%	0.22%	0.22%
HUM	F	0.04%	0.31%	0.04%
INTU	C	0.34%	0.32%	0.32%
IRM	C	0.48%	0.37%	0.37%
JEF	B	0.24%	0.09%	0.09%
KMB	D	0.38%	0.33%	0.33%
KO	C	0.43%	0.47%	0.43%
KR	C	0.41%	0.52%	0.41%
KSS	F	0.01%	0.16%	0.01%
KVUE	C	0.41%	0.18%	0.18%
LAMR	B	0.41%	0.21%	0.21%
LLY	C	0.4%	0.64%	0.4%
LMT	C	0.42%	0.59%	0.42%
LOPE	D	0.08%	0.14%	0.08%
LOW	B	0.35%	0.71%	0.35%
M	F	0.17%	0.53%	0.17%
MCK	F	0.32%	0.6%	0.32%
MDLZ	B	0.42%	0.05%	0.05%
MDT	C	0.26%	0.31%	0.26%
META	B	0.39%	1.01%	0.39%
MRK	D	0.32%	0.56%	0.32%
MSFT	C	0.35%	0.86%	0.35%
NTAP	D	0.31%	0.82%	0.31%
NVDA	D	0.34%	1.0%	0.34%
NVR	B	0.44%	0.32%	0.32%
ORCL	C	0.38%	0.93%	0.38%
ORI	B	0.29%	0.13%	0.13%
PEG	B	0.43%	0.25%	0.25%
PEP	C	0.4%	0.37%	0.37%
PFE	C	0.23%	0.24%	0.23%
PG	C	0.39%	0.35%	0.35%
PGR	B	0.46%	0.2%	0.2%
PHM	B	0.44%	0.26%	0.26%
PPL	C	0.42%	0.21%	0.21%
PRU	C	0.09%	0.26%	0.09%
QCOM	D	0.21%	0.93%	0.21%
REGN	C	0.41%	0.67%	0.41%
RF	B	0.08%	0.26%	0.08%
ROST	C	0.26%	0.19%	0.19%
SO	B	0.42%	0.34%	0.34%
SPG	B	0.41%	0.17%	0.17%
SRE	C	0.36%	0.07%	0.07%
STE	C	0.29%	0.05%	0.05%
STT	A	0.12%	0.29%	0.12%
SWKS	D	0.16%	0.44%	0.16%
SYF	C	0.37%	0.19%	0.19%
SYK	C	0.29%	0.41%	0.29%
SYY	D	0.41%	0.29%	0.29%
T	C	0.46%	0.51%	0.46%
TGT	C	0.24%	0.37%	0.24%
TJX	B	0.35%	0.65%	0.35%
TMO	B	0.18%	0.4%	0.18%
TMUS	C	0.43%	0.62%	0.43%
TNL	D	0.05%	0.02%	0.02%
TSCO	C	0.37%	0.2%	0.2%
UNH	C	0.37%	0.59%	0.37%
UNM	B	0.41%	0.07%	0.07%
USB	B	0.1%	0.26%	0.1%
UTHR	C	0.37%	0.27%	0.27%
VICI	C	0.37%	0.17%	0.17%
VRTX	D	0.37%	0.7%	0.37%
VTR	C	0.27%	0.09%	0.09%
VTRS	D	0.22%	0.08%	0.08%
VZ	B	0.41%	0.38%	0.38%
WEC	C	0.36%	0.04%	0.04%
WELL	C	0.42%	0.31%	0.31%
WSM	D	0.34%	0.13%	0.13%
ZTS	C	0.32%	0.46%	0.32%

JPUS Overweight 223 Positions Relative to HLGE

Symbol	Grade	Weight
K	B	0.52%
FYBR	C	0.51%
PM	C	0.46%
TRGP	B	0.46%
OHI	B	0.45%
JLL	B	0.45%
TOL	B	0.45%
MSI	B	0.44%
MO	C	0.44%
USFD	B	0.43%
CUBE	B	0.43%
INGR	B	0.43%
HIG	B	0.43%
UHS	B	0.43%
PNW	C	0.42%
CPB	C	0.42%
CAG	C	0.42%
NI	B	0.42%
POST	C	0.42%
LEN	B	0.42%
KHC	C	0.41%
JNPR	B	0.41%
CLH	A	0.41%
TAP	D	0.41%
REG	C	0.41%
RSG	D	0.4%
DVA	B	0.4%
ESS	B	0.4%
PFGC	B	0.4%
ANET	B	0.4%
CLX	C	0.39%
PSA	B	0.39%
GWW	B	0.38%
ROKU	C	0.38%
MMC	C	0.38%
BRX	B	0.38%
XOM	C	0.38%
WM	D	0.38%
PCG	C	0.38%
GLPI	C	0.38%
CTSH	C	0.37%
PWR	B	0.37%
XEL	B	0.37%
AM	C	0.37%
D	C	0.37%
ADM	D	0.37%
ETN	C	0.36%
EVRG	B	0.36%
MTG	B	0.36%
ORLY	C	0.36%
HST	C	0.36%
LYB	D	0.36%
FNF	B	0.36%
AZO	D	0.36%
STZ	D	0.36%
DKS	D	0.36%
OGE	C	0.36%
SCCO	D	0.35%
APH	D	0.35%
NXST	D	0.35%
EXC	C	0.35%
BG	D	0.35%
MPC	F	0.35%
CSCO	C	0.35%
FAST	C	0.34%
RS	D	0.34%
WY	C	0.34%
KIM	C	0.34%
WMB	B	0.34%
BLDR	C	0.34%
WLK	D	0.34%
VST	C	0.34%
IP	B	0.34%
CMI	C	0.34%
KMI	B	0.33%
ACN	C	0.33%
BAH	C	0.33%
CEG	C	0.33%
PSX	F	0.33%
KLAC	D	0.33%
MNST	D	0.33%
PH	B	0.33%
EQIX	C	0.33%
CIEN	C	0.33%
AOS	D	0.32%
VLO	F	0.32%
CE	F	0.32%
HUBB	B	0.31%
NFG	B	0.31%
IT	B	0.31%
CTRA	D	0.31%
ITW	C	0.31%
LNG	C	0.3%
UNP	C	0.3%
CF	C	0.3%
CBOE	C	0.3%
FANG	D	0.3%
EG	C	0.3%
TSN	C	0.3%
ALSN	B	0.3%
CMS	C	0.3%
CTVA	B	0.3%
PAG	D	0.3%
MAS	B	0.3%
STLD	F	0.3%
CVX	D	0.3%
CNP	C	0.3%
AMAT	D	0.29%
HRL	C	0.29%
ECL	B	0.29%
DOW	D	0.29%
GNTX	F	0.28%
NUE	F	0.28%
EMN	B	0.28%
OC	D	0.28%
MRO	C	0.28%
X	F	0.28%
LIN	B	0.28%
EOG	D	0.27%
ESI	D	0.27%
SPB	C	0.27%
PKG	B	0.27%
WPC	C	0.26%
OLN	D	0.26%
STAG	C	0.26%
RPM	B	0.26%
EQT	D	0.26%
LRCX	F	0.25%
DOX	C	0.25%
HUN	D	0.25%
SJM	C	0.25%
COP	D	0.25%
DINO	F	0.24%
UGI	C	0.24%
CAT	B	0.24%
WST	D	0.24%
DRI	B	0.24%
GEHC	C	0.24%
MAA	B	0.23%
FCX	D	0.23%
AME	C	0.23%
NEM	B	0.23%
MSM	D	0.23%
SNX	D	0.22%
NNN	C	0.21%
ITT	B	0.21%
PK	D	0.21%
ALLY	F	0.21%
PLD	C	0.21%
SAM	F	0.2%
MEDP	F	0.2%
CCI	C	0.2%
TKR	D	0.2%
CELH	F	0.2%
KDP	B	0.19%
XP	D	0.19%
EPR	B	0.19%
THC	A	0.19%
SCI	B	0.18%
EXP	B	0.18%
CPT	B	0.18%
STWD	B	0.18%
NEU	D	0.18%
CLF	F	0.17%
CNM	F	0.17%
RHI	D	0.17%
OMF	D	0.17%
FR	B	0.17%
GAP	F	0.17%
AVY	C	0.16%
RGA	C	0.16%
MOH	D	0.16%
CSL	B	0.15%
KRC	B	0.15%
MOS	F	0.15%
ASH	D	0.15%
ATO	B	0.15%
IPG	C	0.15%
HIW	B	0.15%
R	A	0.14%
CSX	D	0.13%
WU	F	0.13%
CACI	B	0.13%
WRB	C	0.12%
VIRT	C	0.12%
IBM	B	0.11%
FRT	C	0.1%
DFS	B	0.1%
VVV	D	0.1%
PFG	B	0.1%
UI	B	0.1%
PPC	D	0.09%
SLM	D	0.09%
IDA	C	0.09%
CARR	B	0.09%
SAIC	C	0.09%
OXY	F	0.09%
CHK	D	0.09%
CSGP	D	0.08%
NKE	D	0.07%
IRDM	D	0.07%
OTIS	C	0.07%
EGP	B	0.07%
LPX	B	0.07%
AFG	B	0.06%
PCAR	D	0.05%
KEY	B	0.05%
RRC	D	0.05%
DTM	B	0.05%
CWEN	C	0.05%
AGO	C	0.04%
SSNC	B	0.04%
LSTR	D	0.04%
VLTO	C	0.04%
FTRE	D	0.03%
LEG	D	0.03%
HOG	C	0.03%
CRI	D	0.03%
LBRDK	F	0.03%
SON	C	0.01%
CC	F	0.01%
GO	F	0.01%
LW	D	0.01%

JPUS Underweight 207 Positions Relative to HLGE

Symbol	Grade	Weight
EBAY	B	-1.06%
CARG	B	-0.98%
AMZN	C	-0.97%
TXN	C	-0.91%
CARS	D	-0.9%
NXPI	F	-0.87%
STX	C	-0.85%
YELP	F	-0.83%
JNJ	C	-0.82%
DELL	D	-0.82%
WMT	C	-0.81%
PSTG	F	-0.8%
CVLT	B	-0.8%
CRUS	D	-0.79%
HPQ	D	-0.78%
JWN	C	-0.78%
NOW	B	-0.78%
MPWR	C	-0.78%
WDC	D	-0.77%
MCHP	F	-0.73%
MTCH	C	-0.7%
FICO	B	-0.68%
OLED	C	-0.67%
HD	B	-0.65%
GM	C	-0.62%
MTD	D	-0.62%
DDS	F	-0.6%
FTNT	C	-0.59%
PRGS	C	-0.59%
AXNX	B	-0.58%
PI	B	-0.58%
TRIP	F	-0.55%
COST	B	-0.53%
BSX	B	-0.52%
SMCI	F	-0.51%
PINS	F	-0.51%
NFLX	B	-0.51%
PANW	D	-0.48%
BK	B	-0.48%
AMED	C	-0.48%
GS	C	-0.45%
OLLI	C	-0.45%
XRX	D	-0.41%
IAC	C	-0.41%
VRNS	C	-0.41%
MCO	B	-0.41%
C	C	-0.38%
A	C	-0.38%
SNAP	F	-0.38%
DIOD	F	-0.37%
PNC	B	-0.36%
ON	D	-0.36%
MTB	B	-0.35%
MU	F	-0.35%
OGN	D	-0.35%
UBER	C	-0.34%
RTX	C	-0.34%
QLYS	F	-0.33%
ISRG	B	-0.33%
CORT	C	-0.33%
MS	D	-0.33%
EDR	A	-0.32%
JPM	D	-0.32%
COLL	C	-0.31%
CW	B	-0.3%
YUM	D	-0.29%
ZETA	C	-0.29%
WFC	D	-0.29%
TEL	D	-0.28%
CALM	A	-0.28%
MTSI	D	-0.28%
CNC	D	-0.27%
HEI	B	-0.27%
CRWD	D	-0.27%
QRVO	F	-0.27%
MCRI	C	-0.26%
AXP	B	-0.25%
ADSK	C	-0.25%
PTC	D	-0.24%
RMD	C	-0.24%
NYT	C	-0.23%
GDDY	C	-0.23%
MSGS	B	-0.23%
SMTC	C	-0.23%
TENB	F	-0.23%
TDG	B	-0.23%
HON	D	-0.22%
KTB	B	-0.22%
EHC	C	-0.21%
TYL	C	-0.21%
PRG	B	-0.21%
ZUO	F	-0.21%
POWI	F	-0.21%
SNPS	D	-0.21%
WMK	C	-0.21%
FSLR	C	-0.2%
EXEL	C	-0.2%
CINF	B	-0.2%
JHG	B	-0.2%
HSY	C	-0.2%
INCY	C	-0.2%
AMD	D	-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%
BOX	C	-0.18%
ACIW	B	-0.18%
WAT	C	-0.18%
RCL	B	-0.18%
INTC	F	-0.18%
IMKTA	D	-0.17%
CRVL	B	-0.15%
MMSI	B	-0.15%
PDCO	F	-0.15%
AEP	C	-0.15%
TDC	F	-0.15%
ANSS	D	-0.15%
SPGI	B	-0.15%
BLK	B	-0.15%
NHI	C	-0.15%
APPN	D	-0.14%
TFC	C	-0.13%
SHO	C	-0.13%
CRDO	D	-0.13%
WGO	D	-0.13%
SHOO	B	-0.13%
ICE	C	-0.12%
ALKT	D	-0.12%
TROW	D	-0.12%
SQSP	A	-0.12%
FOXA	B	-0.11%
AVT	C	-0.11%
LHX	C	-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%
VEEV	C	-0.1%
JXN	A	-0.1%
RJF	C	-0.1%
MOG.A	B	-0.1%
IDXX	C	-0.1%
LZB	C	-0.1%
ROP	C	-0.09%
O	C	-0.09%
ETSY	F	-0.09%
PJT	B	-0.08%
MET	B	-0.08%
HIMS	D	-0.08%
GOLF	D	-0.08%
OFG	C	-0.07%
VRSN	D	-0.07%
LNTH	D	-0.07%
APP	C	-0.07%
THO	D	-0.07%
WBA	F	-0.06%
CPRX	A	-0.06%
ABNB	D	-0.06%
DOCS	B	-0.06%
VSTO	C	-0.06%
EPC	F	-0.06%
PINC	C	-0.06%
AIG	D	-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%
LYV	B	-0.03%
LTC	C	-0.03%
CTRE	C	-0.03%
MORN	C	-0.03%
MANH	B	-0.03%
MCD	B	-0.03%
VCTR	B	-0.03%
NRG	C	-0.03%
DIS	D	-0.03%
MRVL	C	-0.03%
CASH	B	-0.02%
WHR	D	-0.02%
COLM	C	-0.02%
MMM	B	-0.02%
ALL	B	-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%