or Try an Advanced Search...
      or Try an Advanced Search...

      JVAL vs. HLGE ETF Comparison

      Comparison of JPMorgan U.S. Value Factor ETF (JVAL) to Hartford Longevity Economy ETF (HLGE)
      JVAL

      JPMorgan U.S. Value Factor ETF

      JVAL Description

      The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan US Value Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent value factor characteristics.

      Grade (RS Rating)

      Last Trade

      $43.25

      Average Daily Volume

      93,381

      Number of Holdings *

      358

      * 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 JVAL HLGE
      30 Days 0.20% -0.72%
      60 Days 6.03% 5.16%
      90 Days 5.90% 2.10%
      12 Months 29.10% 31.02%
      116 Overlapping Holdings
      Symbol Grade Weight in JVAL Weight in HLGE Overlap
      AAPL C 1.95% 0.83% 0.83%
      ACI F 0.17% 0.41% 0.17%
      ADI C 0.6% 0.65% 0.6%
      AIG F 0.35% 0.06% 0.06%
      AMGN D 0.71% 0.34% 0.34%
      ANSS D 0.18% 0.15% 0.15%
      APP A 0.4% 0.09% 0.09%
      AVGO C 2.04% 0.53% 0.53%
      AVT C 0.22% 0.11% 0.11%
      AXS A 0.15% 0.05% 0.05%
      BAC D 0.4% 0.33% 0.33%
      BBY C 0.27% 0.11% 0.11%
      BDX C 0.06% 0.15% 0.06%
      BK C 0.39% 0.49% 0.39%
      BMY B 0.45% 0.32% 0.32%
      BPOP D 0.22% 0.08% 0.08%
      C C 0.6% 0.4% 0.4%
      CFG D 0.25% 0.03% 0.03%
      CI D 0.51% 0.39% 0.39%
      CMCSA C 0.47% 0.51% 0.47%
      CNC F 0.26% 0.26% 0.26%
      COF C 0.39% 0.15% 0.15%
      COLM D 0.1% 0.02% 0.02%
      CRUS D 0.2% 0.69% 0.2%
      CVS C 0.45% 0.01% 0.01%
      DDS D 0.11% 0.67% 0.11%
      DELL C 0.35% 0.81% 0.35%
      DGX C 0.25% 0.16% 0.16%
      DHI C 0.38% 0.12% 0.12%
      DLB C 0.22% 0.7% 0.22%
      DOCU B 0.15% 0.06% 0.06%
      EBAY A 0.32% 1.08% 0.32%
      ED A 0.31% 0.11% 0.11%
      EHC B 0.15% 0.21% 0.15%
      ELV F 0.58% 0.68% 0.58%
      EQR C 0.04% 0.13% 0.04%
      ETR A 0.3% 0.26% 0.26%
      F D 0.34% 0.08% 0.08%
      FITB C 0.29% 0.34% 0.29%
      FOXA A 0.23% 0.11% 0.11%
      GD C 0.38% 0.38% 0.38%
      GDDY D 0.27% 0.23% 0.23%
      GILD A 0.47% 0.5% 0.47%
      GIS C 0.31% 0.1% 0.1%
      GM D 0.36% 0.59% 0.36%
      GOOGL B 2.04% 1.0% 1.0%
      GRMN D 0.28% 0.23% 0.23%
      HBAN D 0.26% 0.23% 0.23%
      HD A 0.82% 0.69% 0.69%
      HPE B 0.31% 0.85% 0.31%
      HPQ B 0.33% 0.8% 0.33%
      HRB C 0.22% 0.22% 0.22%
      HUM F 0.22% 0.26% 0.22%
      IAC D 0.12% 0.4% 0.12%
      INTC D 0.59% 0.22% 0.22%
      INTU F 0.75% 0.29% 0.29%
      JEF A 0.24% 0.1% 0.1%
      JHG B 0.17% 0.2% 0.17%
      JNJ D 1.32% 0.78% 0.78%
      JWN D 0.16% 0.73% 0.16%
      KR C 0.31% 0.53% 0.31%
      KSS D 0.2% 0.17% 0.17%
      LHX A 0.29% 0.11% 0.11%
      LOPE D 0.0% 0.14% 0.0%
      M F 0.19% 0.54% 0.19%
      MCHP F 0.35% 0.72% 0.35%
      MDT C 0.54% 0.3% 0.3%
      META A 2.14% 1.08% 1.08%
      MRK F 0.78% 0.54% 0.54%
      MRVL B 0.41% 0.03% 0.03%
      MSFT D 1.86% 0.83% 0.83%
      MTB C 0.23% 0.36% 0.23%
      MTCH B 0.23% 0.74% 0.23%
      MU D 0.48% 0.39% 0.39%
      NTAP D 0.29% 0.83% 0.29%
      NVR B 0.22% 0.34% 0.22%
      NWL F 0.1% 0.05% 0.05%
      OGN F 0.07% 0.32% 0.07%
      OLED C 0.25% 0.66% 0.25%
      ON F 0.31% 0.37% 0.31%
      ORCL C 1.14% 0.94% 0.94%
      ORI B 0.22% 0.13% 0.13%
      PFE D 0.73% 0.23% 0.23%
      PHM A 0.3% 0.27% 0.27%
      PINC F 0.1% 0.06% 0.06%
      PNC C 0.11% 0.36% 0.11%
      PPL B 0.28% 0.22% 0.22%
      PRU C 0.35% 0.26% 0.26%
      PTC D 0.17% 0.24% 0.17%
      QCOM C 0.87% 0.92% 0.87%
      QRVO F 0.22% 0.25% 0.22%
      RF C 0.24% 0.26% 0.24%
      ROP C 0.39% 0.08% 0.08%
      RTX A 0.48% 0.35% 0.35%
      SPG A 0.31% 0.17% 0.17%
      STT C 0.28% 0.3% 0.28%
      SWKS F 0.25% 0.41% 0.25%
      SYF B 0.26% 0.2% 0.2%
      T A 0.65% 0.51% 0.51%
      TDC D 0.12% 0.16% 0.12%
      TFC D 0.39% 0.12% 0.12%
      TGT D 0.35% 0.37% 0.35%
      THO C 0.19% 0.08% 0.08%
      TNL C 0.16% 0.02% 0.02%
      TXN C 0.86% 0.92% 0.86%
      UNH B 1.73% 0.58% 0.58%
      UNM A 0.24% 0.08% 0.08%
      USB D 0.38% 0.26% 0.26%
      UTHR C 0.23% 0.28% 0.23%
      VICI C 0.3% 0.16% 0.16%
      VRSN B 0.14% 0.07% 0.07%
      VTRS D 0.22% 0.08% 0.08%
      VZ B 0.22% 0.39% 0.22%
      WHR C 0.19% 0.02% 0.02%
      WSM B 0.25% 0.14% 0.14%
      ZBH F 0.17% 0.11% 0.11%
      JVAL Overweight 242 Positions Relative to HLGE
      Symbol Grade Weight
      CRM B 1.11%
      IBM A 0.92%
      CAT A 0.88%
      AMAT B 0.83%
      CSCO A 0.7%
      CVX B 0.68%
      LRCX D 0.6%
      KLAC B 0.59%
      PM D 0.52%
      APH D 0.48%
      MO D 0.48%
      FDX F 0.39%
      JCI C 0.39%
      MPC C 0.38%
      PSX D 0.38%
      VRT B 0.36%
      CMI A 0.36%
      DD C 0.34%
      LEN B 0.34%
      KMI A 0.33%
      GLW C 0.33%
      PCAR C 0.33%
      CTSH B 0.32%
      CDW D 0.31%
      NUE C 0.31%
      JBL C 0.29%
      ADM F 0.29%
      DOV B 0.29%
      TER C 0.29%
      KHC F 0.29%
      LYB F 0.28%
      DOW B 0.28%
      WDAY D 0.27%
      PKG B 0.27%
      LDOS A 0.27%
      BLDR B 0.27%
      PNR B 0.27%
      SNA A 0.26%
      ZM C 0.26%
      TOL A 0.26%
      OMC C 0.26%
      RS D 0.25%
      UHS D 0.25%
      TWLO B 0.25%
      AKAM D 0.25%
      PFG C 0.25%
      AMCR C 0.25%
      SSNC C 0.25%
      FFIV B 0.25%
      VLO D 0.24%
      ALSN A 0.24%
      DKS D 0.24%
      CACI A 0.24%
      OC C 0.24%
      CAG D 0.24%
      EVRG C 0.24%
      EXC A 0.23%
      DBX B 0.23%
      ARW C 0.23%
      SCI D 0.23%
      KBR B 0.23%
      OHI C 0.23%
      R C 0.23%
      DAL C 0.23%
      DOX B 0.23%
      WCC D 0.23%
      MRO C 0.23%
      IP C 0.23%
      SNX D 0.23%
      PAYC D 0.23%
      DRI C 0.23%
      CCK C 0.23%
      MTG B 0.22%
      KIM C 0.22%
      RL B 0.22%
      THC D 0.22%
      SAIC A 0.22%
      AN D 0.22%
      NWSA D 0.22%
      CTRA D 0.22%
      TAP D 0.22%
      OGE A 0.22%
      GPK D 0.22%
      TPR C 0.22%
      GPC D 0.22%
      EPAM F 0.22%
      MOS F 0.22%
      PNW B 0.22%
      GFS F 0.21%
      OSK F 0.21%
      ST F 0.21%
      CNH D 0.21%
      EPR C 0.21%
      SLGN C 0.21%
      HIW C 0.21%
      CHK D 0.21%
      NXST F 0.21%
      HII F 0.21%
      UGI C 0.21%
      PEGA C 0.21%
      WAL C 0.21%
      HOG D 0.21%
      BC D 0.21%
      ZI D 0.21%
      DNB D 0.2%
      CPB D 0.2%
      NFG A 0.2%
      CMA C 0.2%
      ALLY F 0.2%
      KEY C 0.2%
      MDU C 0.2%
      MAN D 0.2%
      BERY C 0.2%
      CLVT D 0.2%
      LAD C 0.2%
      WU D 0.19%
      UAL B 0.19%
      GNTX D 0.19%
      IPG D 0.19%
      SNV D 0.19%
      MGM C 0.19%
      PAG D 0.19%
      OMF F 0.19%
      IVZ B 0.19%
      AGCO D 0.19%
      TXT F 0.19%
      FAF C 0.19%
      CRI D 0.19%
      MSM D 0.19%
      AGO B 0.18%
      DINO D 0.18%
      FNB D 0.18%
      GAP F 0.18%
      STWD C 0.18%
      VAC D 0.17%
      AYI A 0.17%
      OVV D 0.17%
      CRBG B 0.17%
      RHI D 0.17%
      LKQ F 0.17%
      BG F 0.16%
      SJM D 0.16%
      BAX D 0.16%
      SWK C 0.16%
      PVH F 0.16%
      DG F 0.16%
      MUSA D 0.16%
      COLB C 0.16%
      BYD C 0.16%
      CROX C 0.16%
      BWA C 0.16%
      APTV D 0.16%
      GPN F 0.16%
      KRC C 0.15%
      INGR B 0.15%
      U D 0.15%
      LVS B 0.15%
      FHN D 0.15%
      ZION D 0.15%
      DV F 0.15%
      DXC B 0.15%
      LEA F 0.15%
      GLPI A 0.14%
      CACC F 0.14%
      WEN D 0.14%
      BEN F 0.14%
      PH B 0.14%
      WPC C 0.14%
      ENTG D 0.14%
      PSN A 0.14%
      FMC C 0.14%
      PK D 0.14%
      POOL B 0.14%
      IPGP D 0.14%
      GLOB C 0.14%
      CNXC F 0.14%
      HST D 0.14%
      OKTA F 0.13%
      RPRX D 0.13%
      BBWI F 0.13%
      DVN F 0.13%
      FIS B 0.13%
      ARMK B 0.13%
      SON D 0.13%
      PB D 0.13%
      POST D 0.13%
      WBS D 0.13%
      INFA D 0.12%
      BSY D 0.12%
      G A 0.12%
      OZK D 0.12%
      JAZZ F 0.12%
      PII D 0.12%
      LPX C 0.12%
      PR D 0.12%
      PATH F 0.12%
      PARA F 0.12%
      REG C 0.12%
      NNN A 0.12%
      AGNC C 0.12%
      MPW C 0.12%
      LEG D 0.12%
      HRL F 0.11%
      WH C 0.11%
      CWEN C 0.11%
      CUZ C 0.11%
      FHB D 0.11%
      ADTN C 0.11%
      GTES C 0.11%
      SNDR C 0.1%
      VOYA A 0.1%
      SEE D 0.1%
      CIVI F 0.1%
      AGR B 0.1%
      SPB C 0.1%
      AAP F 0.1%
      PRGO F 0.1%
      BOKF D 0.09%
      AMKR F 0.09%
      MTN D 0.09%
      TFX C 0.09%
      RGA C 0.09%
      D A 0.09%
      TSN D 0.09%
      VFC B 0.08%
      FTRE F 0.07%
      HSIC D 0.07%
      LNC D 0.07%
      PPC D 0.07%
      CE C 0.07%
      CF A 0.06%
      FANG C 0.06%
      DT B 0.06%
      SOLV C 0.05%
      AL D 0.05%
      UHAL B 0.04%
      CPRI B 0.03%
      NVT D 0.03%
      HUN C 0.03%
      CLF F 0.02%
      BRX C 0.01%
      ALGM F 0.0%
      JVAL Underweight 224 Positions Relative to HLGE
      Symbol Grade Weight
      CARG C -1.0%
      NVDA B -0.96%
      AMZN C -0.95%
      STX B -0.9%
      NXPI F -0.88%
      CARS F -0.86%
      YELP F -0.83%
      WMT A -0.81%
      WDC C -0.8%
      CVLT C -0.8%
      PSTG F -0.79%
      MPWR B -0.77%
      CL D -0.77%
      NOW C -0.75%
      LOW A -0.75%
      VRTX D -0.68%
      FICO A -0.68%
      PRGS B -0.67%
      PI B -0.66%
      MTD B -0.65%
      BKNG C -0.63%
      TJX D -0.63%
      TMUS A -0.62%
      LMT A -0.62%
      LLY D -0.6%
      REGN D -0.59%
      FTNT B -0.59%
      TRIP F -0.57%
      AXNX A -0.57%
      MCK F -0.57%
      PINS C -0.56%
      NFLX B -0.52%
      BSX A -0.51%
      COST C -0.5%
      KO C -0.48%
      HCA C -0.47%
      AMED D -0.47%
      ZTS C -0.46%
      PANW D -0.45%
      GS D -0.45%
      OLLI C -0.44%
      BRK.A C -0.44%
      CORT B -0.43%
      EA D -0.42%
      SNAP D -0.42%
      VRNS C -0.42%
      A B -0.4%
      ABBV B -0.4%
      XRX D -0.4%
      MCO D -0.4%
      SYK C -0.39%
      TMO D -0.39%
      DIOD F -0.38%
      IRM A -0.38%
      GEN B -0.38%
      UBER C -0.36%
      PEP F -0.35%
      MS B -0.35%
      PG D -0.34%
      SO A -0.34%
      KMB D -0.33%
      QLYS F -0.33%
      COLL B -0.33%
      DUK B -0.33%
      ABT C -0.33%
      EDR A -0.32%
      ISRG C -0.32%
      CW A -0.32%
      WFC F -0.31%
      CALM A -0.31%
      ZETA B -0.31%
      JPM D -0.31%
      WELL C -0.3%
      MTSI C -0.3%
      YUM B -0.29%
      SYY D -0.28%
      CRWD D -0.28%
      HEI C -0.27%
      PEG A -0.27%
      MCRI C -0.26%
      CB B -0.25%
      CDNS D -0.25%
      ADSK C -0.25%
      AXP B -0.25%
      TENB F -0.24%
      SMTC C -0.24%
      KTB C -0.24%
      TDG B -0.24%
      COR F -0.23%
      NYT C -0.23%
      MSGS A -0.23%
      POWI F -0.22%
      RMD C -0.22%
      TYL B -0.21%
      LAMR C -0.21%
      SNPS F -0.21%
      INCY B -0.21%
      WMK D -0.21%
      HON C -0.21%
      PRG C -0.21%
      WAT B -0.2%
      BJ C -0.2%
      CINF B -0.2%
      FSLR C -0.2%
      ZUO F -0.2%
      PGR C -0.2%
      HLT B -0.2%
      TSCO B -0.2%
      RCL C -0.19%
      HSY F -0.19%
      ACIW B -0.19%
      EXEL B -0.19%
      AMD B -0.19%
      NOC B -0.19%
      DHR D -0.18%
      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%
      BLK A -0.17%
      BOX C -0.17%
      ADUS D -0.17%
      AFL A -0.16%
      IMKTA F -0.16%
      FE C -0.16%
      AEP C -0.15%
      SHOO C -0.15%
      SPGI B -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%
      WGO D -0.14%
      CRDO B -0.14%
      APPN B -0.14%
      SHO D -0.13%
      AMP A -0.13%
      CHD D -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%
      ALKT D -0.12%
      JXN A -0.11%
      LZB D -0.11%
      EIX B -0.11%
      BKE D -0.11%
      EQH C -0.11%
      ICE A -0.11%
      COKE C -0.1%
      IDXX D -0.1%
      RJF B -0.1%
      MOG.A C -0.1%
      SF A -0.1%
      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%
      SRE B -0.08%
      GOLF F -0.08%
      MET B -0.08%
      PJT C -0.08%
      CHTR D -0.07%
      LNTH C -0.07%
      EVR C -0.06%
      EPC 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%
      WBA F -0.05%
      SGH D -0.05%
      VSTO B -0.05%
      CPRX C -0.05%
      DIS D -0.04%
      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%
      MDLZ D -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%
      MORN C -0.03%
      MANH C -0.03%
      MCD A -0.03%
      APO B -0.03%
      VCTR A -0.03%
      PBH D -0.03%
      CASH D -0.02%
      MMM 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%

      JVAL: Top Represented Industries & Keywords

      Industries: Banks - Regional - US Software - Application Semiconductors Information Technology Services Oil & Gas E&P Packaged Foods Packaging & Containers Software - Infrastructure Asset Management Diversified Industrials Semiconductor Equipment & Materials Specialty Retail Utilities - Regulated Electric Apparel Manufacturing Auto Parts Drug Manufacturers - Major Health Care Plans Internet Content & Information REIT - Retail Credit Services
      Keywords: S&P 500 Nasdaq 100 Computing Bank Banking Electronics Insurance Natural Gas Semiconductor Telecommunications Cloud Computing Dow Jones Component Integrated Circuits Aerospace Cash Management Financial Products Real Estate Investment Trust Commercial Banking Electricity Chemical

      HLGE: Top Represented Industries & Keywords

      Industries: Software - Application Semiconductors Asset Management Banks - Regional - US Capital Markets Software - Infrastructure Internet Content & Information 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
      Keywords: S&P 500 Nasdaq 100 Computing Insurance Bank Banking Electronics Medicine Dow Jones Component Investment Bank Retailing Integrated Circuits Mobile Devices Semiconductor Aerospace Cloud Computing Electricity IBD 50 Insurance Products Pharmaceutical
      Compare ETFs