NTSX vs. HLGE ETF Comparison

Comparison of WisdomTree 90/60 U.S. Balanced Fund (NTSX) to Hartford Longevity Economy ETF (HLGE)

NTSX

WisdomTree 90/60 U.S. Balanced Fund

NTSX Description

The investment seeks total return. The fund is actively managed using a models-based approach. It seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. Under normal circumstances, the fund will invest approximately 90% of its net assets in U.S. equity securities. It is non-diversified.

Grade (RS Rating)

Last Trade

$46.48

Average Daily Volume

66,273

Number of Holdings ^*

490

* 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	NTSX	HLGE
30 Days	3.00%	-0.72%
60 Days	9.10%	5.16%
90 Days	3.85%	2.10%
12 Months	36.14%	31.02%

198 Overlapping Holdings

Symbol	Grade	Weight in NTSX	Weight in HLGE	Overlap
A	B	0.05%	0.4%	0.05%
AAPL	C	4.14%	0.83%	0.83%
ABBV	C	0.4%	0.4%	0.4%
ABNB	D	0.1%	0.06%	0.06%
ABT	C	0.24%	0.33%	0.24%
ACI	F	0.01%	0.41%	0.01%
ADBE	F	0.27%	0.13%	0.13%
ADI	B	0.14%	0.65%	0.14%
ADSK	B	0.07%	0.25%	0.07%
AEE	A	0.03%	0.06%	0.03%
AEP	C	0.06%	0.15%	0.06%
AFL	A	0.07%	0.16%	0.07%
AIG	C	0.07%	0.06%	0.06%
ALL	A	0.06%	0.02%	0.02%
AMD	C	0.33%	0.19%	0.19%
AMGN	D	0.2%	0.34%	0.2%
AMP	A	0.06%	0.13%	0.06%
AMZN	C	2.34%	0.95%	0.95%
ANSS	D	0.03%	0.15%	0.03%
APO	A	0.12%	0.03%	0.03%
APP	A	0.05%	0.09%	0.05%
AVB	C	0.03%	0.18%	0.03%
AVGO	B	0.97%	0.53%	0.53%
AXP	A	0.22%	0.25%	0.22%
BAC	B	0.36%	0.33%	0.33%
BBY	C	0.02%	0.11%	0.02%
BDX	C	0.09%	0.15%	0.09%
BK	A	0.06%	0.49%	0.06%
BKNG	B	0.17%	0.63%	0.17%
BLK	A	0.17%	0.17%	0.17%
BMY	A	0.1%	0.32%	0.1%
BRK.A	B	1.16%	0.44%	0.44%
BSX	A	0.14%	0.51%	0.14%
C	B	0.12%	0.4%	0.12%
CAH	B	0.03%	0.06%	0.03%
CBRE	C	0.05%	0.04%	0.04%
CDNS	D	0.09%	0.25%	0.09%
CFG	C	0.02%	0.03%	0.02%
CHD	D	0.03%	0.13%	0.03%
CHTR	D	0.06%	0.07%	0.06%
CI	D	0.12%	0.39%	0.12%
CINF	A	0.03%	0.2%	0.03%
CL	D	0.1%	0.77%	0.1%
CMCSA	B	0.16%	0.51%	0.16%
CNC	F	0.05%	0.26%	0.05%
COF	A	0.07%	0.15%	0.07%
COST	C	0.46%	0.5%	0.46%
CRWD	D	0.08%	0.28%	0.08%
CVS	D	0.06%	0.01%	0.01%
DELL	C	0.12%	0.81%	0.12%
DGX	D	0.02%	0.16%	0.02%
DHI	C	0.07%	0.12%	0.07%
DHR	D	0.24%	0.18%	0.18%
DIS	D	0.16%	0.04%	0.04%
DTE	B	0.04%	0.09%	0.04%
DUK	C	0.11%	0.33%	0.11%
EA	D	0.04%	0.42%	0.04%
EBAY	A	0.04%	1.08%	0.04%
ED	C	0.04%	0.11%	0.04%
EIX	C	0.04%	0.11%	0.04%
ELV	F	0.15%	0.68%	0.15%
EQR	C	0.04%	0.13%	0.04%
ETR	A	0.03%	0.26%	0.03%
F	D	0.05%	0.08%	0.05%
FCNCA	D	0.03%	0.15%	0.03%
FE	C	0.03%	0.16%	0.03%
FICO	C	0.05%	0.68%	0.05%
FITB	C	0.03%	0.34%	0.03%
FOXA	B	0.03%	0.11%	0.03%
FSLR	C	0.03%	0.2%	0.03%
FTNT	A	0.07%	0.59%	0.07%
GD	C	0.09%	0.38%	0.09%
GDDY	B	0.02%	0.23%	0.02%
GILD	A	0.13%	0.5%	0.13%
GIS	C	0.05%	0.1%	0.05%
GM	D	0.07%	0.59%	0.07%
GOOGL	B	2.43%	1.0%	1.0%
GS	B	0.19%	0.45%	0.19%
HBAN	B	0.02%	0.23%	0.02%
HCA	C	0.12%	0.47%	0.12%
HD	A	0.45%	0.69%	0.45%
HEI	C	0.04%	0.27%	0.04%
HLT	A	0.07%	0.2%	0.07%
HOLX	D	0.02%	0.12%	0.02%
HON	C	0.15%	0.21%	0.15%
HPE	B	0.03%	0.85%	0.03%
HPQ	B	0.05%	0.8%	0.05%
HSY	D	0.05%	0.19%	0.05%
HUM	F	0.03%	0.26%	0.03%
ICE	A	0.1%	0.11%	0.1%
IDXX	D	0.05%	0.1%	0.05%
INCY	B	0.03%	0.21%	0.03%
INTC	D	0.09%	0.22%	0.09%
INTU	F	0.22%	0.29%	0.22%
IRM	B	0.04%	0.38%	0.04%
ISRG	C	0.2%	0.32%	0.2%
JNJ	D	0.45%	0.78%	0.45%
JPM	C	0.7%	0.31%	0.31%
KMB	D	0.06%	0.33%	0.06%
KO	C	0.35%	0.48%	0.35%
KR	C	0.04%	0.53%	0.04%
KVUE	C	0.06%	0.18%	0.06%
LHX	A	0.05%	0.11%	0.05%
LLY	D	1.01%	0.6%	0.6%
LMT	A	0.16%	0.62%	0.16%
LOW	C	0.18%	0.75%	0.18%
LYV	A	0.04%	0.03%	0.03%
MANH	A	0.02%	0.03%	0.02%
MCD	A	0.25%	0.03%	0.03%
MCHP	F	0.06%	0.72%	0.06%
MCK	F	0.07%	0.57%	0.07%
MCO	D	0.09%	0.4%	0.09%
MDLZ	D	0.13%	0.04%	0.04%
MET	A	0.08%	0.08%	0.08%
META	A	1.73%	1.08%	1.08%
MKL	B	0.03%	0.04%	0.03%
MMM	C	0.09%	0.02%	0.02%
MORN	B	0.02%	0.03%	0.02%
MPWR	B	0.05%	0.77%	0.05%
MRK	F	0.34%	0.54%	0.34%
MRVL	C	0.08%	0.03%	0.03%
MS	A	0.2%	0.35%	0.2%
MSFT	D	3.83%	0.83%	0.83%
MTB	A	0.03%	0.36%	0.03%
MTD	C	0.04%	0.65%	0.04%
MU	D	0.15%	0.39%	0.15%
NFLX	A	0.38%	0.52%	0.38%
NOC	B	0.09%	0.19%	0.09%
NOW	B	0.21%	0.75%	0.21%
NTAP	D	0.03%	0.83%	0.03%
NVDA	B	3.66%	0.96%	0.96%
NVR	C	0.03%	0.34%	0.03%
O	C	0.07%	0.09%	0.07%
ON	F	0.04%	0.37%	0.04%
ORCL	A	0.54%	0.94%	0.54%
PANW	B	0.13%	0.45%	0.13%
PEG	A	0.05%	0.27%	0.05%
PEP	F	0.26%	0.35%	0.26%
PFE	D	0.15%	0.23%	0.15%
PG	D	0.49%	0.34%	0.34%
PGR	B	0.17%	0.2%	0.17%
PHM	C	0.03%	0.27%	0.03%
PINS	D	0.02%	0.56%	0.02%
PNC	C	0.07%	0.36%	0.07%
PPL	C	0.03%	0.22%	0.03%
PRU	B	0.06%	0.26%	0.06%
PTC	B	0.02%	0.24%	0.02%
QCOM	D	0.23%	0.92%	0.23%
REGN	D	0.13%	0.59%	0.13%
RF	B	0.03%	0.26%	0.03%
RJF	B	0.03%	0.1%	0.03%
RMD	C	0.04%	0.22%	0.04%
ROP	D	0.06%	0.08%	0.06%
ROST	D	0.06%	0.18%	0.06%
RTX	A	0.2%	0.35%	0.2%
SNAP	D	0.02%	0.42%	0.02%
SNPS	F	0.09%	0.21%	0.09%
SO	A	0.12%	0.34%	0.12%
SPG	A	0.07%	0.17%	0.07%
SPGI	C	0.19%	0.15%	0.15%
SRE	C	0.07%	0.08%	0.07%
STT	A	0.03%	0.3%	0.03%
SWKS	F	0.01%	0.41%	0.01%
SYF	A	0.02%	0.2%	0.02%
SYK	C	0.16%	0.39%	0.16%
SYY	D	0.05%	0.28%	0.05%
T	B	0.17%	0.51%	0.17%
TDG	A	0.09%	0.24%	0.09%
TFC	D	0.07%	0.12%	0.07%
TGT	C	0.06%	0.37%	0.06%
TJX	D	0.16%	0.63%	0.16%
TMO	D	0.29%	0.39%	0.29%
TMUS	A	0.29%	0.62%	0.29%
TROW	D	0.04%	0.12%	0.04%
TSCO	A	0.03%	0.2%	0.03%
TXN	C	0.22%	0.92%	0.22%
TYL	D	0.03%	0.21%	0.03%
UBER	C	0.19%	0.36%	0.19%
UNH	B	0.63%	0.58%	0.58%
USB	C	0.06%	0.26%	0.06%
VEEV	C	0.04%	0.09%	0.04%
VICI	C	0.05%	0.16%	0.05%
VRSN	C	0.01%	0.07%	0.01%
VRTX	D	0.14%	0.68%	0.14%
VTR	C	0.03%	0.09%	0.03%
VZ	C	0.18%	0.39%	0.18%
WAT	B	0.02%	0.2%	0.02%
WBA	F	0.01%	0.05%	0.01%
WDC	C	0.03%	0.8%	0.03%
WEC	B	0.04%	0.04%	0.04%
WELL	C	0.08%	0.3%	0.08%
WFC	B	0.24%	0.31%	0.24%
WMT	A	0.74%	0.81%	0.74%
WSM	C	0.02%	0.14%	0.02%
YUM	C	0.04%	0.29%	0.04%
ZBH	F	0.01%	0.11%	0.01%
ZS	F	0.03%	0.04%	0.03%
ZTS	C	0.11%	0.46%	0.11%

NTSX Overweight 292 Positions Relative to HLGE

Symbol	Grade	Weight
TSLA	C	0.97%
V	B	0.68%
XOM	A	0.6%
MA	A	0.56%
CRM	B	0.33%
CVX	B	0.32%
CSCO	A	0.27%
IBM	A	0.24%
GE	B	0.23%
CAT	A	0.23%
PM	D	0.22%
AMAT	C	0.21%
BX	C	0.21%
NEE	C	0.19%
NKE	D	0.16%
UNP	F	0.16%
COP	D	0.15%
ADP	A	0.14%
LRCX	D	0.14%
ANET	A	0.14%
UPS	D	0.14%
DE	C	0.14%
SBUX	B	0.13%
MMC	D	0.13%
SCHW	D	0.13%
KKR	A	0.13%
PLD	D	0.12%
KLAC	B	0.12%
AMT	D	0.11%
SHW	C	0.11%
CEG	A	0.1%
EQIX	C	0.1%
PH	A	0.1%
CME	A	0.1%
MO	D	0.1%
PLTR	A	0.1%
BA	F	0.1%
SCCO	B	0.1%
EOG	B	0.09%
MAR	A	0.09%
APH	D	0.09%
WM	B	0.09%
CTAS	C	0.09%
ITW	C	0.09%
CMG	C	0.09%
FCX	B	0.09%
FDX	F	0.08%
APD	C	0.08%
MPC	D	0.08%
EMR	B	0.08%
WDAY	D	0.08%
ORLY	A	0.08%
ECL	C	0.08%
MSI	A	0.08%
GEV	A	0.08%
CSX	D	0.08%
DASH	A	0.07%
PSX	D	0.07%
TTD	A	0.07%
MNST	D	0.07%
NSC	C	0.07%
AJG	C	0.07%
PSA	C	0.07%
NEM	C	0.07%
CARR	A	0.07%
PPG	D	0.06%
IQV	F	0.06%
CPRT	B	0.06%
OXY	D	0.06%
RSG	D	0.06%
STZ	D	0.06%
ET	A	0.06%
URI	C	0.06%
KDP	C	0.06%
EPD	A	0.06%
WMB	A	0.06%
AZO	D	0.06%
DLR	C	0.06%
PAYX	B	0.06%
PCAR	D	0.06%
TRV	B	0.06%
OKE	A	0.06%
EXC	C	0.06%
LEN	C	0.06%
FIS	A	0.06%
VRSK	D	0.05%
NDAQ	C	0.05%
IR	A	0.05%
COIN	F	0.05%
IT	A	0.05%
EW	F	0.05%
AME	C	0.05%
OTIS	A	0.05%
DD	C	0.05%
HWM	A	0.05%
HES	D	0.05%
PWR	A	0.05%
PYPL	A	0.05%
GWW	B	0.05%
CTVA	A	0.05%
GEHC	C	0.05%
KMI	A	0.05%
CMI	A	0.05%
DAL	C	0.05%
ODFL	F	0.05%
CPNG	C	0.05%
CTSH	B	0.05%
MSCI	B	0.05%
NUE	D	0.05%
TEAM	D	0.05%
VLO	F	0.05%
PCG	C	0.05%
AXON	A	0.04%
HUBS	D	0.04%
CDW	D	0.04%
BKR	B	0.04%
FANG	D	0.04%
FTV	C	0.04%
EVRG	C	0.04%
HAL	D	0.04%
WAB	A	0.04%
XYL	C	0.04%
EFX	D	0.04%
MLM	F	0.04%
VST	A	0.04%
VRT	B	0.04%
ALNY	C	0.04%
HIG	A	0.04%
DFS	A	0.04%
TRGP	A	0.04%
MPLX	B	0.04%
ROK	D	0.04%
DVN	F	0.04%
VMC	D	0.04%
DDOG	B	0.04%
EXR	D	0.04%
FAST	C	0.04%
GLW	C	0.04%
HUBB	A	0.03%
DECK	B	0.03%
HRL	F	0.03%
IOT	C	0.03%
ROL	C	0.03%
NTRS	B	0.03%
LDOS	A	0.03%
CNP	B	0.03%
DLTR	F	0.03%
BLDR	C	0.03%
ULTA	D	0.03%
CAG	D	0.03%
TW	A	0.03%
WMG	D	0.03%
SSNC	C	0.03%
MGM	D	0.03%
BR	B	0.03%
BALL	C	0.03%
ZBRA	B	0.03%
CE	D	0.03%
ZM	B	0.03%
SUI	D	0.03%
WLK	C	0.03%
KEYS	B	0.03%
CPAY	A	0.03%
GPC	D	0.03%
DKNG	C	0.03%
DOV	C	0.03%
BAX	D	0.03%
TSN	D	0.03%
ADM	F	0.03%
MKC	C	0.03%
PFG	A	0.03%
OMC	C	0.03%
K	B	0.03%
INVH	D	0.03%
BRO	A	0.03%
VLTO	A	0.03%
TDY	A	0.03%
XEL	C	0.03%
CSGP	F	0.03%
SQ	D	0.03%
WST	D	0.03%
DOW	B	0.03%
ARES	A	0.03%
GLPI	C	0.03%
KHC	F	0.03%
UAL	A	0.03%
TTWO	D	0.03%
RBLX	D	0.03%
NET	D	0.03%
DRI	C	0.03%
EXPD	D	0.02%
MDB	D	0.02%
SOLV	C	0.02%
RS	D	0.02%
OVV	D	0.02%
ACM	A	0.02%
AMH	D	0.02%
DXCM	F	0.02%
WSO	C	0.02%
SNA	C	0.02%
MRO	B	0.02%
FNF	C	0.02%
FDS	C	0.02%
ROKU	C	0.02%
LNT	B	0.02%
DPZ	D	0.02%
OC	C	0.02%
GGG	C	0.02%
ELS	D	0.02%
MRNA	F	0.02%
WRB	C	0.02%
LVS	B	0.02%
L	C	0.02%
BSY	D	0.02%
LBRDK	C	0.02%
D	A	0.02%
BIIB	F	0.02%
BMRN	F	0.02%
H	B	0.02%
TWLO	B	0.02%
TXT	F	0.02%
MAS	C	0.02%
CLX	C	0.02%
AVY	D	0.02%
NDSN	C	0.02%
JBL	C	0.02%
CCI	D	0.02%
IP	C	0.02%
PKG	B	0.02%
TAP	D	0.02%
LII	C	0.02%
KEY	B	0.02%
MOS	F	0.02%
CRBG	B	0.02%
NWSA	D	0.02%
DT	B	0.02%
POOL	D	0.02%
BAH	C	0.02%
PODD	C	0.02%
LPLA	D	0.02%
ESS	D	0.02%
SNOW	F	0.02%
ATO	A	0.02%
AVTR	D	0.02%
STLD	C	0.02%
J	F	0.02%
CG	B	0.02%
WY	C	0.02%
HST	D	0.02%
LKQ	F	0.02%
BEN	F	0.02%
AGR	C	0.02%
CSL	A	0.02%
EXPE	B	0.02%
TPL	A	0.02%
AWK	D	0.02%
MAA	D	0.02%
AKAM	D	0.02%
CMS	A	0.02%
MOH	F	0.02%
IPG	D	0.02%
KIM	C	0.02%
SWK	C	0.02%
ERIE	A	0.02%
ENTG	D	0.02%
WPC	C	0.02%
TER	C	0.02%
EL	D	0.01%
CF	A	0.01%
SJM	D	0.01%
EQT	C	0.01%
LUV	B	0.01%
ES	D	0.01%
WBD	F	0.01%
ILMN	B	0.01%
SBAC	C	0.01%
RPM	A	0.01%
ARE	D	0.01%
SMCI	F	0.01%
ALGN	D	0.01%
CPB	D	0.01%
GPN	F	0.01%
ENPH	F	0.01%
JBHT	D	0.01%
RIVN	F	0.01%
IFF	D	0.01%
IEX	D	0.01%
LW	D	0.0%
DG	F	0.0%
ALB	D	0.0%
CTRA	D	0.0%
EPAM	F	0.0%

NTSX Underweight 142 Positions Relative to HLGE

Symbol	Grade	Weight
CARG	C	-1.0%
STX	C	-0.9%
NXPI	F	-0.88%
CARS	F	-0.86%
YELP	D	-0.83%
CVLT	B	-0.8%
PSTG	F	-0.79%
MTCH	B	-0.74%
JWN	D	-0.73%
DLB	D	-0.7%
CRUS	D	-0.69%
PRGS	A	-0.67%
DDS	D	-0.67%
PI	A	-0.66%
OLED	B	-0.66%
TRIP	D	-0.57%
AXNX	A	-0.57%
M	D	-0.54%
AMED	D	-0.47%
OLLI	C	-0.44%
CORT	B	-0.43%
VRNS	B	-0.42%
XRX	D	-0.4%
IAC	C	-0.4%
DIOD	F	-0.38%
GEN	A	-0.38%
QLYS	F	-0.33%
COLL	A	-0.33%
OGN	F	-0.32%
EDR	A	-0.32%
CW	A	-0.32%
CALM	A	-0.31%
ZETA	B	-0.31%
MTSI	B	-0.3%
MDT	C	-0.3%
UTHR	C	-0.28%
MCRI	B	-0.26%
CB	A	-0.25%
QRVO	F	-0.25%
TENB	D	-0.24%
SMTC	C	-0.24%
KTB	C	-0.24%
COR	F	-0.23%
NYT	C	-0.23%
GRMN	D	-0.23%
MSGS	A	-0.23%
HRB	C	-0.22%
POWI	F	-0.22%
EHC	C	-0.21%
LAMR	C	-0.21%
WMK	D	-0.21%
PRG	C	-0.21%
BJ	B	-0.2%
ZUO	F	-0.2%
JHG	A	-0.2%
RCL	B	-0.19%
ACIW	A	-0.19%
EXEL	B	-0.19%
CHE	D	-0.18%
ITCI	D	-0.18%
LRN	D	-0.18%
PSMT	A	-0.18%
BOX	C	-0.17%
KSS	D	-0.17%
ADUS	D	-0.17%
TDC	D	-0.16%
IMKTA	F	-0.16%
SHOO	A	-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%
WGO	D	-0.14%
CRDO	B	-0.14%
LOPE	D	-0.14%
APPN	C	-0.14%
SHO	B	-0.13%
ORI	A	-0.13%
AGYS	D	-0.12%
SFM	A	-0.12%
SQSP	A	-0.12%
ALKT	D	-0.12%
JXN	A	-0.11%
LZB	D	-0.11%
BKE	B	-0.11%
EQH	B	-0.11%
AVT	B	-0.11%
JEF	A	-0.1%
COKE	C	-0.1%
MOG.A	C	-0.1%
SF	A	-0.1%
KLG	F	-0.09%
ETSY	F	-0.09%
DFIN	B	-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	A	-0.08%
LNTH	C	-0.07%
EVR	C	-0.06%
DOCU	A	-0.06%
EPC	F	-0.06%
PINC	F	-0.06%
FTDR	B	-0.06%
DOCS	A	-0.06%
OFG	D	-0.06%
ACGL	A	-0.06%
WOR	F	-0.05%
LMAT	A	-0.05%
PRDO	D	-0.05%
STE	D	-0.05%
NWL	D	-0.05%
AXS	A	-0.05%
SGH	D	-0.05%
VSTO	B	-0.05%
CPRX	C	-0.05%
NRG	A	-0.04%
HLI	A	-0.04%
CASY	D	-0.04%
BCO	C	-0.04%
FHI	A	-0.04%
CNK	D	-0.03%
LTC	D	-0.03%
BRBR	A	-0.03%
CTRE	C	-0.03%
VCTR	A	-0.03%
PBH	D	-0.03%
TNL	B	-0.02%
CASH	C	-0.02%
COLM	B	-0.02%
WHR	C	-0.02%
PFBC	D	-0.02%
SNEX	B	-0.02%
UE	C	-0.01%
ANIP	F	-0.01%
AMG	B	-0.01%
PIPR	A	-0.01%