PBP vs. HLGE ETF Comparison

Comparison of PowerShares S&P 500 BuyWrite Portfolio (PBP) to Hartford Longevity Economy ETF (HLGE)

PBP

PowerShares S&P 500 BuyWrite Portfolio

PBP Description

The PowerShares S&P 500 BuyWrite Portfolio (Fund) is based on the CBOE S&P 500 BuyWrite IndexTM (Index). The Fund generally will invest at least 90% of its total assets in securities that comprise the Index, including at least 80% of its total assets in common stocks of the 500 companies included in the S&P 500Â® Index and will write (sell) call options thereon. The Index measures the total rate of return of an S&P 500 covered call strategy. This strategy consists of holding a portfolio indexed to the S&P 500 (Reference Index) and selling a succession of written options, each with an exercise price at or above the prevailing price level of the S&P 500. Dividends paid on the component stocks underlying the S&P 500 and the dollar value of option premiums received from written options are reinvested. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$22.94

Average Daily Volume

12,632

Number of Holdings ^*

496

* 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

$31.44

Average Daily Volume

734

Number of Holdings ^*

338

* may have additional holdings in another (foreign) market

Performance

Period	PBP	HLGE
30 Days	1.56%	1.00%
60 Days	3.62%	1.97%
90 Days	5.20%	3.13%
12 Months	16.67%	28.50%

198 Overlapping Holdings

Symbol	Grade	Weight in PBP	Weight in HLGE	Overlap
A	C	0.09%	0.38%	0.09%
AAPL	C	6.94%	0.83%	0.83%
ABBV	C	0.74%	0.4%	0.4%
ABNB	D	0.11%	0.06%	0.06%
ABT	C	0.44%	0.35%	0.35%
ACGL	B	0.09%	0.06%	0.06%
ADBE	F	0.57%	0.16%	0.16%
ADI	C	0.24%	0.66%	0.24%
ADSK	C	0.12%	0.25%	0.12%
AEE	A	0.05%	0.06%	0.05%
AEP	C	0.12%	0.15%	0.12%
AFL	C	0.12%	0.16%	0.12%
AIG	D	0.1%	0.06%	0.06%
ALL	B	0.11%	0.02%	0.02%
AMD	D	0.53%	0.19%	0.19%
AMGN	B	0.38%	0.36%	0.36%
AMP	B	0.09%	0.12%	0.09%
AMZN	C	3.7%	0.97%	0.97%
ANSS	D	0.06%	0.15%	0.06%
AVB	C	0.07%	0.2%	0.07%
AVGO	C	1.55%	0.54%	0.54%
AXP	B	0.31%	0.25%	0.25%
BAC	D	0.57%	0.34%	0.34%
BBY	C	0.04%	0.11%	0.04%
BDX	F	0.15%	0.15%	0.15%
BK	A	0.11%	0.48%	0.11%
BKNG	B	0.28%	0.61%	0.28%
BLK	B	0.27%	0.15%	0.15%
BMY	C	0.21%	0.3%	0.21%
BRK.A	C	1.76%	0.44%	0.44%
BSX	B	0.27%	0.52%	0.27%
C	D	0.24%	0.38%	0.24%
CAH	C	0.06%	0.06%	0.06%
CB	B	0.25%	0.25%	0.25%
CBRE	A	0.08%	0.04%	0.04%
CDNS	D	0.16%	0.26%	0.16%
CFG	C	0.04%	0.03%	0.03%
CHD	C	0.05%	0.13%	0.05%
CHTR	D	0.07%	0.07%	0.07%
CI	C	0.22%	0.41%	0.22%
CINF	C	0.05%	0.2%	0.05%
CL	C	0.19%	0.81%	0.19%
CMCSA	D	0.33%	0.49%	0.33%
CNC	C	0.09%	0.27%	0.09%
COF	A	0.11%	0.15%	0.11%
COST	B	0.88%	0.53%	0.53%
CRWD	D	0.13%	0.27%	0.13%
CVS	F	0.16%	0.01%	0.01%
DGX	C	0.04%	0.16%	0.04%
DHI	C	0.12%	0.12%	0.12%
DHR	C	0.39%	0.18%	0.18%
DIS	D	0.35%	0.03%	0.03%
DTE	B	0.06%	0.09%	0.06%
DUK	B	0.19%	0.34%	0.19%
EA	D	0.08%	0.43%	0.08%
EBAY	B	0.07%	1.06%	0.07%
ED	C	0.08%	0.11%	0.08%
EIX	C	0.07%	0.11%	0.07%
ELV	C	0.27%	0.74%	0.27%
EQR	C	0.06%	0.14%	0.06%
ETR	A	0.06%	0.25%	0.06%
ETSY	F	0.01%	0.09%	0.01%
F	F	0.09%	0.08%	0.08%
FE	C	0.05%	0.16%	0.05%
FICO	B	0.1%	0.68%	0.1%
FITB	B	0.06%	0.33%	0.06%
FOXA	B	0.02%	0.11%	0.02%
FSLR	C	0.05%	0.2%	0.05%
FTNT	B	0.1%	0.59%	0.1%
GD	B	0.15%	0.37%	0.15%
GDDY	C	0.05%	0.23%	0.05%
GILD	B	0.22%	0.51%	0.22%
GIS	B	0.09%	0.1%	0.09%
GM	B	0.11%	0.62%	0.11%
GOOGL	D	1.96%	0.95%	0.95%
GRMN	D	0.06%	0.25%	0.06%
GS	C	0.33%	0.45%	0.33%
HBAN	B	0.04%	0.24%	0.04%
HCA	A	0.16%	0.46%	0.16%
HD	A	0.8%	0.65%	0.65%
HLT	B	0.12%	0.19%	0.12%
HOLX	C	0.04%	0.12%	0.04%
HON	D	0.29%	0.22%	0.22%
HPE	D	0.05%	0.74%	0.05%
HPQ	D	0.06%	0.78%	0.06%
HSY	D	0.06%	0.2%	0.06%
HUM	F	0.08%	0.31%	0.08%
ICE	C	0.2%	0.12%	0.12%
IDXX	D	0.09%	0.1%	0.09%
INCY	C	0.02%	0.2%	0.02%
INTC	F	0.18%	0.18%	0.18%
INTU	C	0.39%	0.32%	0.32%
IRM	B	0.07%	0.37%	0.07%
ISRG	C	0.38%	0.33%	0.33%
JNJ	C	0.86%	0.82%	0.82%
JPM	D	1.28%	0.32%	0.32%
KMB	D	0.1%	0.33%	0.1%
KO	B	0.6%	0.47%	0.47%
KR	C	0.08%	0.52%	0.08%
KVUE	C	0.1%	0.18%	0.1%
LHX	C	0.09%	0.11%	0.09%
LLY	C	1.61%	0.64%	0.64%
LMT	B	0.26%	0.59%	0.26%
LOW	A	0.31%	0.71%	0.31%
LYV	B	0.03%	0.03%	0.03%
MCD	B	0.46%	0.03%	0.03%
MCHP	D	0.09%	0.73%	0.09%
MCK	F	0.14%	0.6%	0.14%
MCO	A	0.16%	0.41%	0.16%
MDLZ	C	0.22%	0.05%	0.05%
MDT	C	0.26%	0.31%	0.26%
MET	A	0.1%	0.08%	0.08%
META	A	2.49%	1.01%	1.01%
MMM	A	0.16%	0.02%	0.02%
MPWR	C	0.09%	0.78%	0.09%
MRK	D	0.63%	0.56%	0.56%
MS	C	0.26%	0.33%	0.26%
MSFT	C	6.86%	0.86%	0.86%
MTB	A	0.06%	0.35%	0.06%
MTCH	C	0.02%	0.7%	0.02%
MTD	D	0.06%	0.62%	0.06%
MU	F	0.21%	0.35%	0.21%
NFLX	B	0.64%	0.51%	0.51%
NOC	A	0.16%	0.19%	0.16%
NOW	A	0.39%	0.78%	0.39%
NRG	A	0.04%	0.03%	0.03%
NTAP	D	0.05%	0.82%	0.05%
NVDA	D	6.34%	1.0%	1.0%
NVR	B	0.07%	0.32%	0.07%
NXPI	D	0.12%	0.87%	0.12%
O	C	0.12%	0.09%	0.09%
ON	F	0.06%	0.36%	0.06%
ORCL	B	0.56%	0.93%	0.56%
PANW	C	0.24%	0.48%	0.24%
PEG	A	0.09%	0.25%	0.09%
PEP	D	0.53%	0.37%	0.37%
PFE	C	0.36%	0.24%	0.24%
PG	C	0.89%	0.35%	0.35%
PGR	A	0.32%	0.2%	0.2%
PHM	B	0.06%	0.26%	0.06%
PNC	A	0.15%	0.36%	0.15%
PPL	B	0.05%	0.21%	0.05%
PRU	C	0.09%	0.26%	0.09%
PTC	D	0.04%	0.24%	0.04%
QCOM	F	0.4%	0.93%	0.4%
QRVO	F	0.02%	0.27%	0.02%
RCL	A	0.08%	0.18%	0.08%
REGN	C	0.27%	0.67%	0.27%
RF	B	0.04%	0.26%	0.04%
RJF	C	0.05%	0.1%	0.05%
RMD	C	0.08%	0.24%	0.08%
ROP	C	0.13%	0.09%	0.09%
ROST	C	0.11%	0.19%	0.11%
RTX	C	0.35%	0.34%	0.34%
SMCI	F	0.05%	0.51%	0.05%
SNPS	D	0.16%	0.21%	0.16%
SO	A	0.21%	0.34%	0.21%
SPG	A	0.12%	0.17%	0.12%
SPGI	A	0.36%	0.15%	0.15%
SRE	B	0.11%	0.07%	0.07%
STE	C	0.05%	0.05%	0.05%
STT	B	0.05%	0.29%	0.05%
STX	C	0.04%	0.85%	0.04%
SWKS	F	0.03%	0.44%	0.03%
SYF	C	0.04%	0.19%	0.04%
SYK	C	0.27%	0.41%	0.27%
SYY	D	0.08%	0.29%	0.08%
T	C	0.33%	0.51%	0.33%
TDG	B	0.16%	0.23%	0.16%
TEL	D	0.1%	0.28%	0.1%
TFC	D	0.12%	0.13%	0.12%
TGT	C	0.15%	0.37%	0.15%
TJX	C	0.29%	0.65%	0.29%
TMO	C	0.51%	0.4%	0.4%
TMUS	C	0.23%	0.62%	0.23%
TROW	D	0.05%	0.12%	0.05%
TSCO	C	0.07%	0.2%	0.07%
TXN	C	0.39%	0.91%	0.39%
TYL	C	0.05%	0.21%	0.05%
UBER	C	0.31%	0.34%	0.31%
UNH	C	1.17%	0.59%	0.59%
USB	B	0.15%	0.26%	0.15%
VICI	C	0.08%	0.17%	0.08%
VRSN	D	0.03%	0.07%	0.03%
VRTX	D	0.27%	0.7%	0.27%
VTR	C	0.06%	0.09%	0.06%
VTRS	D	0.03%	0.08%	0.03%
VZ	B	0.4%	0.38%	0.38%
WAT	C	0.04%	0.18%	0.04%
WBA	F	0.01%	0.06%	0.01%
WDC	D	0.04%	0.77%	0.04%
WEC	B	0.06%	0.04%	0.04%
WELL	C	0.17%	0.31%	0.17%
WFC	D	0.39%	0.29%	0.29%
WMT	B	0.74%	0.81%	0.74%
YUM	F	0.08%	0.29%	0.08%
ZBH	F	0.05%	0.11%	0.05%
ZTS	C	0.19%	0.46%	0.19%

PBP Overweight 298 Positions Relative to HLGE

Symbol	Grade	Weight
GOOG	D	1.64%
TSLA	C	1.38%
XOM	D	1.08%
V	C	0.97%
MA	B	0.87%
CRM	D	0.53%
CVX	D	0.52%
LIN	B	0.49%
ACN	C	0.48%
CSCO	B	0.43%
PM	C	0.42%
IBM	A	0.42%
GE	A	0.4%
NEE	C	0.37%
CAT	B	0.36%
UNP	C	0.33%
AMAT	D	0.33%
COP	D	0.26%
PLD	C	0.26%
ETN	C	0.26%
ADP	B	0.25%
AMT	C	0.24%
SBUX	C	0.24%
MMC	C	0.24%
BX	B	0.23%
DE	B	0.22%
NKE	D	0.21%
LRCX	F	0.21%
KLAC	D	0.21%
ANET	A	0.2%
MO	C	0.2%
SCHW	D	0.2%
UPS	F	0.2%
BA	F	0.2%
SHW	B	0.19%
TT	A	0.18%
EQIX	B	0.18%
CMG	C	0.17%
CME	C	0.17%
KKR	A	0.17%
MSI	B	0.16%
PYPL	B	0.16%
PH	A	0.16%
WM	D	0.16%
AON	B	0.16%
APH	C	0.16%
ITW	C	0.15%
EOG	D	0.15%
CTAS	C	0.15%
CARR	B	0.14%
ECL	A	0.14%
FDX	F	0.14%
AJG	D	0.14%
CSX	D	0.14%
ORLY	D	0.14%
EMR	D	0.13%
GEV	B	0.13%
CEG	A	0.13%
FCX	D	0.13%
NEM	B	0.13%
APD	B	0.13%
PSX	D	0.12%
TRV	B	0.12%
WMB	B	0.12%
MAR	C	0.12%
AZO	D	0.12%
PSA	B	0.12%
MPC	D	0.12%
SLB	F	0.12%
NSC	C	0.12%
PCAR	D	0.11%
CCI	C	0.11%
DLR	B	0.11%
OKE	B	0.11%
GWW	A	0.1%
MSCI	C	0.1%
LEN	C	0.1%
FIS	B	0.1%
URI	B	0.1%
D	B	0.1%
JCI	B	0.1%
IT	A	0.09%
PWR	B	0.09%
EXC	B	0.09%
FAST	C	0.09%
KMI	A	0.09%
STZ	D	0.09%
CMI	C	0.09%
EW	F	0.09%
RSG	D	0.09%
PCG	B	0.09%
PAYX	C	0.09%
CPRT	D	0.09%
IQV	D	0.09%
VLO	F	0.09%
HES	D	0.08%
DOW	D	0.08%
MNST	D	0.08%
XEL	B	0.08%
IR	C	0.08%
HWM	B	0.08%
EFX	C	0.08%
GEHC	C	0.08%
OTIS	C	0.08%
EXR	B	0.08%
CTSH	C	0.08%
VRSK	D	0.08%
AME	C	0.08%
KDP	B	0.08%
CTVA	B	0.08%
NDAQ	A	0.07%
FANG	D	0.07%
VMC	D	0.07%
XYL	D	0.07%
CSGP	D	0.07%
MLM	D	0.07%
GLW	B	0.07%
DFS	B	0.07%
TRGP	B	0.07%
BKR	C	0.07%
DD	B	0.07%
NUE	F	0.07%
HIG	B	0.07%
ODFL	D	0.07%
OXY	F	0.07%
DOV	B	0.06%
SBAC	C	0.06%
FTV	C	0.06%
KEYS	C	0.06%
VST	A	0.06%
IFF	C	0.06%
DXCM	F	0.06%
AXON	A	0.06%
KHC	C	0.06%
GPN	D	0.06%
DAL	C	0.06%
AWK	C	0.06%
BIIB	F	0.06%
CDW	D	0.06%
ROK	F	0.06%
ADM	D	0.06%
PPG	D	0.06%
WAB	A	0.06%
WTW	C	0.06%
LULU	D	0.06%
LDOS	B	0.05%
INVH	C	0.05%
MKC	C	0.05%
K	A	0.05%
CPAY	C	0.05%
BLDR	C	0.05%
HUBB	A	0.05%
WST	D	0.05%
CBOE	C	0.05%
WY	C	0.05%
SW	C	0.05%
MRNA	F	0.05%
DECK	D	0.05%
ES	C	0.05%
VLTO	B	0.05%
BRO	C	0.05%
LYB	F	0.05%
TTWO	D	0.05%
HAL	F	0.05%
BR	D	0.05%
DVN	D	0.05%
PODD	B	0.04%
STLD	D	0.04%
UAL	C	0.04%
EG	C	0.04%
TXT	D	0.04%
IP	C	0.04%
EXPE	C	0.04%
CTRA	D	0.04%
FDS	C	0.04%
WBD	D	0.04%
CCL	C	0.04%
EXPD	C	0.04%
LUV	C	0.04%
PFG	B	0.04%
ZBRA	B	0.04%
MAS	B	0.04%
WRB	C	0.04%
AVY	D	0.04%
CNP	D	0.04%
TSN	D	0.04%
J	C	0.04%
NTRS	B	0.04%
ULTA	D	0.04%
APTV	D	0.04%
DG	F	0.04%
PKG	B	0.04%
DRI	B	0.04%
GPC	D	0.04%
ARE	C	0.04%
MAA	C	0.04%
OMC	B	0.04%
EQT	D	0.04%
EL	F	0.04%
ESS	C	0.04%
TER	D	0.04%
BAX	C	0.04%
TDY	C	0.04%
BALL	C	0.04%
ATO	B	0.04%
CLX	C	0.04%
CMS	B	0.04%
MOH	D	0.04%
CHRW	A	0.03%
EMN	B	0.03%
EPAM	F	0.03%
KMX	D	0.03%
CE	F	0.03%
HST	C	0.03%
FFIV	B	0.03%
ALLE	C	0.03%
REG	C	0.03%
JNPR	A	0.03%
JBL	D	0.03%
SJM	C	0.03%
JKHY	C	0.03%
AES	C	0.03%
CPT	B	0.03%
POOL	D	0.03%
NDSN	C	0.03%
TRMB	C	0.03%
BG	D	0.03%
JBHT	D	0.03%
UHS	B	0.03%
EVRG	B	0.03%
DLTR	F	0.03%
DPZ	D	0.03%
ROL	C	0.03%
UDR	C	0.03%
L	D	0.03%
CF	C	0.03%
LVS	D	0.03%
ENPH	D	0.03%
MRO	C	0.03%
SNA	C	0.03%
AKAM	D	0.03%
IEX	D	0.03%
PNR	B	0.03%
SWK	B	0.03%
NI	B	0.03%
LNT	B	0.03%
KEY	B	0.03%
CAG	C	0.03%
AMCR	C	0.03%
DOC	C	0.03%
KIM	C	0.03%
ALGN	D	0.03%
RL	B	0.02%
IVZ	B	0.02%
AAL	D	0.02%
WYNN	D	0.02%
BWA	D	0.02%
FMC	C	0.02%
CZR	C	0.02%
MHK	C	0.02%
MOS	F	0.02%
PAYC	D	0.02%
NCLH	C	0.02%
DVA	B	0.02%
APA	F	0.02%
GNRC	D	0.02%
GL	C	0.02%
FRT	C	0.02%
HSIC	D	0.02%
HAS	B	0.02%
MGM	D	0.02%
HRL	D	0.02%
LW	D	0.02%
DAY	D	0.02%
SOLV	C	0.02%
AOS	D	0.02%
TPR	C	0.02%
MKTX	C	0.02%
CPB	B	0.02%
NWSA	D	0.02%
TAP	D	0.02%
AIZ	B	0.02%
CRL	F	0.02%
PNW	B	0.02%
HII	D	0.02%
ALB	F	0.02%
LKQ	F	0.02%
CTLT	B	0.02%
BXP	B	0.02%
IPG	C	0.02%
TECH	D	0.02%
TFX	C	0.02%
NWS	D	0.01%
FOX	B	0.01%
PARA	F	0.01%
BEN	F	0.01%
BBWI	F	0.01%
BIO	C	0.01%

PBP Underweight 140 Positions Relative to HLGE

Symbol	Grade	Weight
CARG	B	-0.98%
CARS	D	-0.9%
YELP	F	-0.83%
DELL	C	-0.82%
PSTG	F	-0.8%
CVLT	B	-0.8%
CRUS	D	-0.79%
JWN	B	-0.78%
OLED	C	-0.67%
DLB	D	-0.66%
DDS	D	-0.6%
PRGS	C	-0.59%
AXNX	A	-0.58%
PI	B	-0.58%
TRIP	F	-0.55%
M	F	-0.53%
PINS	F	-0.51%
AMED	C	-0.48%
OLLI	C	-0.45%
ACI	F	-0.43%
XRX	F	-0.41%
IAC	C	-0.41%
VRNS	C	-0.41%
SNAP	F	-0.38%
DIOD	F	-0.37%
OGN	D	-0.35%
QLYS	F	-0.33%
CORT	B	-0.33%
EDR	A	-0.32%
COLL	C	-0.31%
CW	A	-0.3%
ZETA	B	-0.29%
CALM	A	-0.28%
MTSI	D	-0.28%
HEI	A	-0.27%
UTHR	C	-0.27%
MCRI	C	-0.26%
NYT	C	-0.23%
MSGS	B	-0.23%
SMTC	B	-0.23%
TENB	D	-0.23%
HRB	C	-0.22%
KTB	A	-0.22%
EHC	B	-0.21%
LAMR	A	-0.21%
PRG	B	-0.21%
ZUO	F	-0.21%
POWI	F	-0.21%
WMK	C	-0.21%
EXEL	C	-0.2%
JHG	B	-0.2%
BJ	D	-0.19%
ITCI	D	-0.19%
ADUS	C	-0.18%
PSMT	B	-0.18%
LRN	B	-0.18%
BOX	C	-0.18%
ACIW	B	-0.18%
IMKTA	D	-0.17%
CHE	C	-0.17%
KSS	F	-0.16%
CRVL	B	-0.15%
MMSI	B	-0.15%
PDCO	F	-0.15%
TDC	F	-0.15%
FLO	C	-0.15%
NHI	C	-0.15%
APPN	D	-0.14%
LOPE	D	-0.14%
FCNCA	D	-0.14%
WSM	D	-0.13%
SHO	C	-0.13%
ORI	B	-0.13%
CRDO	D	-0.13%
WGO	D	-0.13%
SHOO	B	-0.13%
ALKT	D	-0.12%
SQSP	A	-0.12%
AVT	C	-0.11%
EQH	C	-0.11%
BKE	C	-0.11%
SFM	B	-0.11%
AGYS	D	-0.11%
SF	A	-0.1%
DFIN	C	-0.1%
KLG	C	-0.1%
VEEV	C	-0.1%
JXN	B	-0.1%
COKE	C	-0.1%
MOG.A	B	-0.1%
LZB	B	-0.1%
JEF	B	-0.09%
PJT	B	-0.08%
BPOP	C	-0.08%
HIMS	D	-0.08%
GOLF	F	-0.08%
OFG	C	-0.07%
LNTH	D	-0.07%
APP	B	-0.07%
UNM	B	-0.07%
THO	D	-0.07%
CPRX	C	-0.06%
DOCS	A	-0.06%
VSTO	C	-0.06%
EPC	F	-0.06%
PINC	D	-0.06%
FTDR	B	-0.06%
LMAT	B	-0.05%
PRDO	D	-0.05%
WOR	F	-0.05%
SGH	F	-0.05%
NWL	D	-0.05%
AXS	B	-0.05%
EVR	A	-0.05%
DOCU	C	-0.05%
PBH	C	-0.04%
HLI	A	-0.04%
MKL	C	-0.04%
BCO	A	-0.04%
ZS	F	-0.04%
FHI	B	-0.04%
CASY	D	-0.04%
BRBR	C	-0.03%
LTC	D	-0.03%
CTRE	C	-0.03%
APO	B	-0.03%
MORN	B	-0.03%
MANH	A	-0.03%
VCTR	B	-0.03%
MRVL	C	-0.03%
TNL	D	-0.02%
CASH	B	-0.02%
WHR	C	-0.02%
COLM	C	-0.02%
PFBC	D	-0.02%
SNEX	B	-0.02%
UE	B	-0.01%
PIPR	A	-0.01%
CNK	C	-0.01%
SIRI	C	-0.0%