PTL vs. HLGE ETF Comparison

Comparison of Northern Lights Fund Trust IV Inspire 500 ETF (PTL) to Hartford Longevity Economy ETF (HLGE)
PTL

Northern Lights Fund Trust IV Inspire 500 ETF

PTL Description

PTL is passively managed to invest in US large-cap stocks that align with the issuer's definition of biblical values and positive impact on the world, measured using various environmental, social, and governance criteria. The index provider analyzes publicly available and third-party data to assign a proprietary Impact Score to each eligible stock. The methodology excludes stocks with any degree of involvement in activities such as abortion, gambling, alcohol, tobacco, cannabis, stem cell research, in vitro fertilization, pornography, rights violations, and LGBT activism. The remaining stocks are scored based on how well they align with the issuer's values, considering factors including business ethics, employee wellbeing, customer welfare, product safety, ecological impact, and GHG emissions. The index selects the 500 highest-scoring stocks and weights them by market capitalization. Index components are reconstituted and rebalanced annually.

Grade (RS Rating)

Last Trade

$219.14

Average Daily Volume

6,656

Number of Holdings *

478

* 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

$31.89

Average Daily Volume

473

Number of Holdings *

339

* may have additional holdings in another (foreign) market
Performance
Period PTL HLGE
30 Days 0.59% -1.10%
60 Days 3.83% 1.43%
90 Days 5.99% 2.45%
12 Months 27.45%
88 Overlapping Holdings
Symbol Grade Weight in PTL Weight in HLGE Overlap
ACI C 0.08% 0.41% 0.08%
AEE A 0.16% 0.06% 0.06%
AFL C 0.42% 0.15% 0.15%
AIG C 0.34% 0.06% 0.06%
ANSS B 0.21% 0.16% 0.16%
APP A 0.67% 0.18% 0.18%
AVGO C 5.58% 0.53% 0.53%
BJ B 0.08% 0.2% 0.08%
BRBR A 0.06% 0.03% 0.03%
CASY A 0.1% 0.04% 0.04%
CHE F 0.06% 0.16% 0.06%
CINF A 0.16% 0.21% 0.16%
COKE C 0.07% 0.09% 0.07%
COR B 0.34% 0.24% 0.24%
CW B 0.1% 0.34% 0.1%
DHI D 0.38% 0.1% 0.1%
DLB F 0.05% 0.66% 0.05%
DOCU B 0.11% 0.07% 0.07%
DTE C 0.17% 0.08% 0.08%
ED C 0.23% 0.1% 0.1%
EDR A 0.09% 0.31% 0.09%
EHC B 0.07% 0.21% 0.07%
ELV F 0.69% 0.53% 0.53%
EQR C 0.2% 0.13% 0.13%
ETR A 0.21% 0.28% 0.21%
EVR B 0.08% 0.06% 0.06%
EXEL B 0.07% 0.25% 0.07%
FCNCA A 0.23% 0.18% 0.18%
FE C 0.16% 0.14% 0.14%
FICO B 0.4% 0.81% 0.4%
FSLR F 0.13% 0.16% 0.13%
FTNT B 0.51% 0.72% 0.51%
GEN B 0.13% 0.41% 0.13%
HD A 2.68% 0.67% 0.67%
HLI B 0.09% 0.04% 0.04%
HOLX D 0.13% 0.11% 0.11%
ICE C 0.62% 0.11% 0.11%
IDXX F 0.25% 0.08% 0.08%
INCY C 0.11% 0.24% 0.11%
ISRG A 1.32% 0.35% 0.35%
ITCI B 0.07% 0.21% 0.07%
JEF A 0.11% 0.11% 0.11%
KVUE A 0.31% 0.18% 0.18%
LAMR D 0.09% 0.2% 0.09%
LNTH F 0.04% 0.05% 0.04%
LOW C 1.03% 0.73% 0.73%
MANH D 0.12% 0.03% 0.03%
MCHP F 0.25% 0.6% 0.25%
MKL A 0.15% 0.04% 0.04%
MPWR F 0.21% 0.48% 0.21%
MRVL B 0.58% 0.04% 0.04%
MTD F 0.18% 0.53% 0.18%
MTSI B 0.06% 0.34% 0.06%
NRG B 0.12% 0.04% 0.04%
NTAP C 0.17% 0.79% 0.17%
NVR D 0.19% 0.3% 0.19%
OLED F 0.06% 0.53% 0.06%
ON F 0.21% 0.34% 0.21%
ORI A 0.07% 0.14% 0.07%
PANW B 0.89% 0.52% 0.52%
PEG C 0.28% 0.25% 0.25%
PGR B 1.07% 0.2% 0.2%
PHM D 0.19% 0.23% 0.19%
QCOM F 1.3% 0.89% 0.89%
QRVO F 0.04% 0.16% 0.04%
REGN F 0.69% 0.43% 0.43%
RF A 0.17% 0.29% 0.17%
RMD C 0.25% 0.22% 0.22%
ROP C 0.42% 0.08% 0.08%
SF B 0.08% 0.13% 0.08%
SFM A 0.1% 0.15% 0.1%
SMCI F 0.09% 0.2% 0.09%
SNPS C 0.6% 0.24% 0.24%
SPG A 0.4% 0.18% 0.18%
STE D 0.15% 0.04% 0.04%
SWKS F 0.1% 0.36% 0.1%
SYY D 0.25% 0.27% 0.25%
TSCO D 0.2% 0.19% 0.19%
TYL B 0.18% 0.21% 0.18%
UTHR C 0.12% 0.3% 0.12%
VEEV C 0.28% 0.1% 0.1%
VTR B 0.18% 0.08% 0.08%
WDC F 0.15% 0.74% 0.15%
WEC A 0.21% 0.04% 0.04%
WELL A 0.57% 0.3% 0.3%
WSM D 0.11% 0.12% 0.11%
YUM D 0.25% 0.28% 0.25%
ZS B 0.22% 0.05% 0.05%
PTL Overweight 390 Positions Relative to HLGE
Symbol Grade Weight
XOM B 3.7%
LIN D 1.5%
CAT C 1.24%
NEE C 1.03%
PLTR A 0.93%
ADP B 0.88%
ANET C 0.85%
UPS C 0.75%
PLD D 0.74%
SHW C 0.67%
PH B 0.62%
KLAC F 0.62%
CTAS B 0.62%
WM B 0.61%
APH B 0.6%
GEV A 0.58%
COIN A 0.54%
EOG A 0.54%
FDX B 0.54%
IBKR A 0.51%
SCCO F 0.51%
CSX C 0.49%
ORLY B 0.49%
EMR A 0.49%
RSG A 0.46%
SLB C 0.45%
OKE A 0.45%
TTD B 0.45%
PCAR C 0.43%
NSC B 0.43%
MSTR A 0.43%
DLR A 0.41%
KMI A 0.41%
FCX F 0.4%
CEG C 0.4%
PSA C 0.4%
FANG D 0.39%
URI B 0.39%
MNST C 0.38%
CPRT B 0.38%
PAYX B 0.37%
AZO C 0.36%
ODFL B 0.35%
LNG A 0.34%
OXY F 0.33%
FAST B 0.33%
NEM D 0.33%
CVNA A 0.33%
MSCI B 0.32%
PWR A 0.32%
LEN D 0.32%
TRGP A 0.31%
AME A 0.31%
PCG A 0.31%
VLO C 0.31%
VRT A 0.3%
CCI C 0.3%
BKR B 0.3%
CPNG D 0.3%
IR B 0.29%
SNOW C 0.29%
DDOG A 0.29%
IQV F 0.28%
VRSK B 0.28%
EW C 0.28%
DAL A 0.27%
GEHC D 0.26%
MLM B 0.26%
VST A 0.26%
VMC B 0.26%
NUE D 0.25%
OTIS C 0.25%
EXC C 0.25%
EFX F 0.24%
EXR C 0.24%
TTWO A 0.23%
CSGP F 0.23%
TPL A 0.23%
NET B 0.22%
OWL A 0.22%
BRO B 0.22%
RKT F 0.22%
DXCM C 0.22%
IOT A 0.2%
DECK A 0.19%
LYB F 0.19%
KEYS C 0.19%
HAL C 0.19%
DOV B 0.19%
TW A 0.19%
ADM D 0.18%
CDW F 0.18%
CPAY A 0.18%
AWK C 0.18%
ROL B 0.17%
WST D 0.17%
VLTO C 0.17%
DVN F 0.17%
LII A 0.16%
IFF D 0.16%
MDB C 0.16%
TSN B 0.16%
SBAC D 0.16%
WRB B 0.16%
EME A 0.16%
GFS C 0.16%
HUBB B 0.16%
INVH D 0.15%
AFRM A 0.15%
STLD B 0.15%
TOST A 0.15%
CBOE C 0.15%
BLDR D 0.15%
ES C 0.15%
PKG B 0.15%
ERIE F 0.15%
WSO A 0.15%
WY D 0.15%
ATO A 0.15%
TKO A 0.14%
ARE F 0.14%
JBHT C 0.14%
CMS C 0.14%
CSL C 0.14%
UI A 0.14%
ESS A 0.14%
IP A 0.14%
MKC D 0.14%
LH B 0.14%
L A 0.13%
CTRA B 0.13%
SNA B 0.13%
SSNC C 0.13%
NTNX B 0.13%
CNP A 0.13%
MOH F 0.13%
XPO B 0.13%
MAA A 0.13%
PODD B 0.13%
ALGN D 0.12%
MRO A 0.12%
IEX B 0.12%
OC A 0.12%
DG F 0.12%
SMMT D 0.12%
GPC F 0.12%
NWSA B 0.12%
MAS D 0.12%
TRMB B 0.12%
RS B 0.12%
CRBG B 0.12%
J D 0.12%
RYAN B 0.12%
BAX F 0.12%
TER F 0.12%
RPM B 0.12%
TOL B 0.11%
RGA B 0.11%
SAIA C 0.11%
COHR B 0.11%
GWRE A 0.11%
RPRX F 0.11%
NI A 0.11%
CHWY B 0.11%
DT C 0.11%
FIX A 0.11%
THC C 0.11%
WLK F 0.11%
EXPD D 0.11%
ENTG F 0.11%
BSY D 0.11%
SUI C 0.11%
USFD A 0.11%
CPB D 0.1%
REG A 0.1%
AGR A 0.1%
SN D 0.1%
JBL C 0.1%
EPAM C 0.1%
ELS B 0.1%
FFIV B 0.1%
DLTR F 0.1%
AMH C 0.1%
CLH C 0.1%
UHS D 0.1%
EVRG A 0.1%
GGG B 0.1%
FLEX B 0.1%
NDSN D 0.1%
CF A 0.1%
DOC D 0.1%
RVTY D 0.1%
UDR C 0.1%
EWBC A 0.1%
WPC C 0.09%
INSM C 0.09%
TXRH B 0.09%
MEDP D 0.09%
BG D 0.09%
TTEK F 0.09%
JNPR D 0.09%
PCVX D 0.09%
SCI A 0.09%
PR B 0.09%
JKHY D 0.09%
SOLV F 0.09%
BXP D 0.09%
UHAL D 0.09%
PFGC B 0.09%
DVA C 0.09%
CPT C 0.09%
CAG F 0.09%
HST D 0.09%
POOL D 0.09%
NBIX C 0.09%
OKTA D 0.09%
PAYC B 0.09%
MUSA B 0.08%
MTZ A 0.08%
APG C 0.08%
GMED A 0.08%
CCK D 0.08%
FHN A 0.08%
BLD F 0.08%
LBRDA C 0.08%
ALB B 0.08%
ATR B 0.08%
PPC B 0.08%
PCTY B 0.08%
OVV C 0.08%
LECO C 0.08%
LW C 0.08%
RRX B 0.08%
CHRW B 0.08%
ITT A 0.08%
AFG A 0.08%
KMX C 0.08%
CACI C 0.08%
ESTC C 0.07%
REXR F 0.07%
FRT B 0.07%
CFLT B 0.07%
DTM A 0.07%
TPX B 0.07%
CIEN B 0.07%
AA A 0.07%
PEN B 0.07%
ALSN B 0.07%
UWMC D 0.07%
GME C 0.07%
AOS F 0.07%
CR A 0.07%
PNFP B 0.07%
WING D 0.07%
WMS F 0.07%
PRI A 0.07%
RVMD B 0.07%
GTLB B 0.07%
GL C 0.07%
AYI B 0.07%
HLNE A 0.07%
PCOR C 0.07%
PNW B 0.07%
AIT B 0.07%
BWXT A 0.07%
WCC B 0.07%
AAON B 0.07%
WAL B 0.07%
MLI B 0.07%
MKTX D 0.07%
SEIC B 0.07%
BIO C 0.07%
GNRC B 0.07%
EXP B 0.07%
OHI B 0.07%
DOX D 0.07%
WBS A 0.07%
PAG B 0.07%
FND F 0.07%
WTRG B 0.07%
KNSL B 0.07%
CUBE C 0.07%
MKSI C 0.06%
VNO C 0.06%
RRC B 0.06%
PB A 0.06%
G B 0.06%
UFPI C 0.06%
FLR B 0.06%
TREX D 0.06%
HESM A 0.06%
RGEN F 0.06%
BRKR F 0.06%
PLNT A 0.06%
HQY A 0.06%
CHRD F 0.06%
APA F 0.06%
FYBR C 0.06%
TTC F 0.06%
CRS A 0.06%
ONTO F 0.06%
OGE A 0.06%
APPF C 0.06%
DINO D 0.06%
SSB B 0.06%
EGP D 0.06%
ENPH F 0.06%
CNM C 0.06%
ALTR B 0.06%
FOUR A 0.06%
BRX A 0.06%
AXTA B 0.06%
MHK D 0.06%
ENSG D 0.06%
SUM B 0.06%
GPK D 0.06%
ROIV D 0.06%
WTFC B 0.06%
ZION B 0.06%
KNX B 0.06%
KNTK A 0.06%
KBR F 0.06%
FBIN F 0.06%
RBC A 0.06%
AR B 0.06%
DCI B 0.06%
CFR B 0.06%
RGLD C 0.06%
S B 0.06%
LAD B 0.06%
COLD F 0.05%
AGCO F 0.05%
ELAN D 0.05%
LSTR D 0.05%
NUVL D 0.05%
CELH F 0.05%
MTH D 0.05%
STWD C 0.05%
AMKR F 0.05%
SITE D 0.05%
WTS B 0.05%
U F 0.05%
STAG D 0.05%
ATI C 0.05%
GNTX F 0.05%
HCP B 0.05%
FR C 0.05%
CGNX D 0.05%
SPSC F 0.05%
FCN F 0.05%
NPAB F 0.05%
VKTX F 0.05%
WFRD F 0.05%
WEX F 0.05%
PATH C 0.05%
WSC F 0.05%
MSA D 0.05%
AM A 0.05%
SAIC F 0.05%
MTN C 0.05%
LSCC D 0.05%
TMHC B 0.05%
BWA D 0.05%
INFA D 0.05%
ADC A 0.05%
MIDD D 0.05%
RHI C 0.05%
BOKF B 0.05%
AGNC C 0.05%
NNN C 0.05%
LPX B 0.05%
GKOS A 0.05%
AUR C 0.05%
SSD D 0.05%
GAP D 0.05%
FRPT A 0.05%
BERY D 0.05%
KEX B 0.05%
RLI A 0.05%
JAZZ C 0.05%
LCID F 0.04%
IBP F 0.04%
ESNT D 0.04%
TRNO D 0.04%
ARW F 0.04%
POST C 0.04%
SATS C 0.04%
BFAM F 0.04%
AN D 0.04%
ACHC F 0.03%
PTL Underweight 251 Positions Relative to HLGE
Symbol Grade Weight
CARG B -1.18%
NVDA A -1.17%
META C -1.06%
AMZN B -1.05%
GOOGL B -1.03%
ORCL A -1.03%
EBAY D -1.01%
DELL B -0.94%
CARS C -0.94%
TXN C -0.92%
HPE B -0.89%
CVLT B -0.89%
NOW B -0.88%
YELP C -0.86%
NXPI F -0.83%
MSFT D -0.83%
AAPL C -0.82%
HPQ B -0.82%
WMT A -0.82%
PSTG F -0.79%
STX D -0.79%
JWN C -0.76%
DDS B -0.75%
GM B -0.74%
BKNG A -0.74%
JNJ D -0.73%
TMUS B -0.7%
VRTX D -0.68%
MCK A -0.68%
CL D -0.67%
PRGS B -0.66%
TJX A -0.63%
ADI D -0.6%
MTCH F -0.6%
NFLX A -0.6%
UNH C -0.57%
CRUS F -0.57%
TRIP F -0.57%
AXNX A -0.57%
PI D -0.56%
CMCSA B -0.54%
LMT D -0.54%
GILD C -0.54%
KR B -0.54%
GS B -0.53%
M D -0.53%
BK B -0.52%
BSX A -0.52%
LLY F -0.52%
COST A -0.51%
T A -0.5%
CORT C -0.49%
PINS F -0.49%
EA A -0.47%
MRK F -0.46%
MS A -0.44%
BRK.A B -0.44%
C B -0.44%
AMED F -0.43%
MTB A -0.43%
SNAP D -0.42%
KO D -0.41%
ZTS D -0.41%
PNC B -0.41%
OLLI D -0.41%
MCO D -0.4%
SYK A -0.4%
VRNS D -0.39%
HCA F -0.39%
WFC A -0.39%
QLYS C -0.38%
BAC A -0.38%
MU D -0.38%
FITB B -0.37%
TGT B -0.37%
JPM A -0.36%
IAC D -0.36%
CALM A -0.36%
CRWD B -0.35%
A F -0.35%
BMY A -0.35%
CI D -0.35%
GD D -0.35%
IRM C -0.35%
VZ C -0.34%
UBER F -0.34%
XRX F -0.33%
PEP F -0.33%
INTU B -0.33%
TMO F -0.33%
ABT A -0.33%
ABBV F -0.33%
SO C -0.32%
PG C -0.32%
DIOD F -0.32%
RTX D -0.32%
DUK C -0.31%
STT B -0.31%
KMB C -0.3%
AMGN D -0.3%
HEI A -0.28%
GRMN B -0.28%
MCRI A -0.28%
CDNS B -0.28%
MDT D -0.28%
HBAN B -0.28%
ADSK B -0.28%
USB B -0.28%
AXP B -0.27%
GDDY A -0.27%
PRU B -0.27%
SMTC C -0.26%
PTC B -0.26%
KTB A -0.26%
RCL A -0.25%
OGN F -0.25%
SYF B -0.25%
HUM D -0.25%
TENB D -0.24%
JHG B -0.24%
MSGS B -0.24%
CB C -0.24%
COLL F -0.24%
WMK B -0.23%
ZUO B -0.23%
INTC C -0.23%
HON B -0.23%
POWI D -0.22%
NYT D -0.22%
PFE F -0.21%
PPL A -0.21%
TDG D -0.21%
LRN A -0.21%
PRG C -0.21%
HLT A -0.21%
HRB D -0.2%
CNC F -0.2%
WAT C -0.2%
ACIW B -0.2%
COF B -0.19%
CRDO B -0.19%
BOX B -0.18%
ZETA D -0.18%
BLK B -0.18%
AVB B -0.18%
ROST D -0.17%
HSY F -0.17%
NOC D -0.17%
PSMT D -0.17%
DGX A -0.16%
LOPE B -0.16%
ADUS D -0.16%
APPN C -0.16%
CRVL A -0.16%
UPBD C -0.16%
AMD F -0.16%
IMKTA C -0.16%
VICI C -0.15%
KSS F -0.15%
DHR D -0.15%
AMP A -0.15%
MMSI A -0.15%
TDC D -0.15%
FOXA B -0.14%
NHI D -0.14%
ADBE D -0.14%
PDCO F -0.14%
FLO D -0.14%
WGO D -0.14%
ALKT B -0.14%
SPGI D -0.14%
SHOO D -0.13%
AGYS A -0.13%
CHD A -0.13%
RJF A -0.13%
AEP C -0.13%
TROW B -0.13%
TFC A -0.13%
BDX F -0.13%
BKE B -0.12%
SHO D -0.12%
JXN C -0.12%
EQH B -0.12%
LZB B -0.11%
AVT C -0.11%
MOG.A B -0.11%
LHX B -0.11%
ZBH C -0.11%
PJT B -0.1%
EIX C -0.1%
HIMS C -0.1%
BBY D -0.1%
KLG D -0.09%
ETSY D -0.09%
UNM A -0.09%
O C -0.08%
CHTR B -0.08%
SRE A -0.08%
THO C -0.08%
GIS F -0.08%
VTRS A -0.08%
MET A -0.08%
F C -0.08%
DFIN D -0.08%
GOLF B -0.08%
PINC B -0.07%
VRSN F -0.07%
FTDR B -0.07%
BPOP C -0.07%
DOCS C -0.07%
ACGL D -0.06%
AXS A -0.06%
PRDO B -0.06%
CPRX C -0.06%
NWL B -0.06%
VSTO A -0.06%
ABNB D -0.06%
CAH B -0.06%
OFG B -0.06%
FHI B -0.05%
LMAT A -0.05%
WBA F -0.05%
EPC F -0.05%
MDLZ F -0.04%
VCTR B -0.04%
CBRE B -0.04%
DIS B -0.04%
PBH A -0.04%
APO A -0.04%
WOR F -0.04%
LTC B -0.03%
PFBC B -0.03%
CTRE C -0.03%
SNEX B -0.03%
CNK A -0.03%
MORN B -0.03%
LYV A -0.03%
MCD D -0.03%
CFG B -0.03%
BCO F -0.03%
COLM B -0.02%
MMM D -0.02%
TNL B -0.02%
CASH B -0.02%
WHR B -0.02%
ALL A -0.02%
ANIP D -0.01%
UE A -0.01%
AMG C -0.01%
CVS F -0.01%
PIPR B -0.01%
Compare ETFs