SCHD vs. HLGE ETF Comparison

Comparison of Schwab US Dividend Equity ETF (SCHD) to Hartford Longevity Economy ETF (HLGE)

SCHD

Schwab US Dividend Equity ETF

SCHD Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The 100-component index is a subset of the Dow Jones U.S. Broad Market Index, excluding REITs, master limited partnerships, preferred stocks and convertibles. It is non-diversified.

Grade (RS Rating)

Last Trade

$84.87

Average Daily Volume

2,829,195

Number of Holdings ^*

* 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	SCHD	HLGE
30 Days	3.22%	1.85%
60 Days	4.64%	3.29%
90 Days	9.79%	3.28%
12 Months	20.48%	28.68%

30 Overlapping Holdings

Symbol	Grade	Weight in SCHD	Weight in HLGE	Overlap
ABBV	C	4.43%	0.4%	0.4%
AMGN	B	4.04%	0.36%	0.36%
BBY	C	0.75%	0.11%	0.11%
BKE	B	0.05%	0.11%	0.05%
BLK	B	4.19%	0.15%	0.15%
BMY	C	3.94%	0.3%	0.3%
CINF	B	0.84%	0.2%	0.2%
F	F	1.63%	0.08%	0.08%
FITB	B	1.12%	0.33%	0.33%
HBAN	B	0.82%	0.24%	0.24%
HD	B	4.23%	0.65%	0.65%
HRB	C	0.35%	0.22%	0.22%
HSY	C	1.19%	0.2%	0.2%
JHG	B	0.19%	0.2%	0.19%
KMB	D	1.92%	0.33%	0.33%
KO	C	4.19%	0.47%	0.47%
LMT	C	4.59%	0.59%	0.59%
MTB	B	1.1%	0.35%	0.35%
OFG	C	0.08%	0.07%	0.07%
PEP	C	3.82%	0.37%	0.37%
PFBC	D	0.04%	0.02%	0.02%
PFE	C	3.78%	0.24%	0.24%
RF	B	0.81%	0.26%	0.26%
SWKS	D	0.65%	0.44%	0.44%
TROW	D	0.93%	0.12%	0.12%
TXN	C	3.89%	0.91%	0.91%
UNM	B	0.39%	0.07%	0.07%
USB	B	2.78%	0.26%	0.26%
VZ	B	3.99%	0.38%	0.38%
WHR	D	0.2%	0.02%	0.02%

SCHD Overweight 69 Positions Relative to HLGE

Symbol	Grade	Weight
CSCO	C	4.02%
MO	C	3.74%
UPS	D	3.52%
CVX	D	3.35%
EOG	D	2.74%
OKE	B	2.1%
VLO	F	1.81%
PAYX	C	1.7%
FAST	C	1.58%
LYB	D	0.96%
DRI	B	0.75%
PKG	B	0.73%
CTRA	D	0.69%
AMCR	B	0.63%
FNF	B	0.6%
CF	C	0.59%
KEY	B	0.59%
WSO	C	0.58%
SNA	C	0.58%
DKS	D	0.48%
CHRW	B	0.47%
IPG	C	0.47%
EWBC	D	0.44%
TPR	C	0.38%
APA	F	0.34%
CMA	B	0.3%
DINO	F	0.28%
ZION	D	0.27%
MTN	D	0.27%
RHI	D	0.26%
SNV	C	0.25%
RDN	C	0.21%
NXST	D	0.21%
COLB	B	0.2%
OZK	D	0.17%
WU	F	0.16%
HUN	D	0.14%
MSM	D	0.14%
IBOC	D	0.13%
CATY	C	0.12%
NSP	F	0.12%
APAM	C	0.11%
WEN	C	0.11%
BOH	D	0.1%
CRI	D	0.1%
CVBF	D	0.09%
CNS	B	0.09%
BANR	B	0.08%
HTLF	B	0.08%
NWBI	C	0.07%
FCF	C	0.07%
CHCO	B	0.07%
LEG	D	0.06%
STBA	B	0.06%
LKFN	C	0.06%
OXM	F	0.05%
VRTS	F	0.05%
CWEN	C	0.04%
AMSF	C	0.04%
SRCE	C	0.04%
KFRC	D	0.04%
GABC	C	0.04%
ETH	D	0.03%
CPF	B	0.03%
HFWA	C	0.03%
CBRL	D	0.03%
PFC	C	0.03%
FBMS	B	0.03%
GES	F	0.02%

SCHD Underweight 308 Positions Relative to HLGE

Symbol	Grade	Weight
EBAY	B	-1.06%
META	B	-1.01%
NVDA	D	-1.0%
CARG	B	-0.98%
AMZN	C	-0.97%
GOOGL	D	-0.95%
ORCL	C	-0.93%
QCOM	D	-0.93%
CARS	D	-0.9%
NXPI	F	-0.87%
MSFT	C	-0.86%
STX	C	-0.85%
YELP	F	-0.83%
AAPL	C	-0.83%
JNJ	C	-0.82%
NTAP	D	-0.82%
DELL	D	-0.82%
WMT	C	-0.81%
CL	D	-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%
HPE	D	-0.74%
ELV	C	-0.74%
MCHP	F	-0.73%
LOW	B	-0.71%
VRTX	D	-0.7%
MTCH	C	-0.7%
FICO	B	-0.68%
REGN	C	-0.67%
OLED	C	-0.67%
ADI	C	-0.66%
DLB	D	-0.66%
TJX	B	-0.65%
LLY	C	-0.64%
TMUS	C	-0.62%
GM	C	-0.62%
MTD	D	-0.62%
BKNG	C	-0.61%
DDS	F	-0.6%
MCK	F	-0.6%
FTNT	C	-0.59%
PRGS	C	-0.59%
UNH	C	-0.59%
AXNX	B	-0.58%
PI	B	-0.58%
MRK	D	-0.56%
TRIP	F	-0.55%
AVGO	C	-0.54%
M	F	-0.53%
COST	B	-0.53%
BSX	B	-0.52%
KR	C	-0.52%
SMCI	F	-0.51%
GILD	B	-0.51%
T	C	-0.51%
PINS	F	-0.51%
NFLX	B	-0.51%
CMCSA	D	-0.49%
PANW	D	-0.48%
BK	B	-0.48%
AMED	C	-0.48%
HCA	B	-0.46%
ZTS	C	-0.46%
GS	C	-0.45%
OLLI	C	-0.45%
BRK.A	C	-0.44%
ACI	F	-0.43%
EA	D	-0.43%
SYK	C	-0.41%
CI	C	-0.41%
XRX	D	-0.41%
IAC	C	-0.41%
VRNS	C	-0.41%
MCO	B	-0.41%
TMO	B	-0.4%
C	C	-0.38%
A	C	-0.38%
SNAP	F	-0.38%
DIOD	F	-0.37%
TGT	C	-0.37%
GD	B	-0.37%
IRM	C	-0.37%
PNC	B	-0.36%
ON	D	-0.36%
PG	C	-0.35%
ABT	C	-0.35%
MU	F	-0.35%
OGN	D	-0.35%
DUK	C	-0.34%
UBER	C	-0.34%
SO	B	-0.34%
BAC	D	-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%
NVR	B	-0.32%
JPM	D	-0.32%
INTU	C	-0.32%
WELL	C	-0.31%
HUM	F	-0.31%
MDT	C	-0.31%
COLL	C	-0.31%
CW	B	-0.3%
SYY	D	-0.29%
YUM	D	-0.29%
ZETA	C	-0.29%
STT	A	-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%
UTHR	C	-0.27%
PHM	B	-0.26%
CDNS	D	-0.26%
MCRI	C	-0.26%
PRU	C	-0.26%
ETR	B	-0.25%
AXP	B	-0.25%
ADSK	C	-0.25%
CB	B	-0.25%
GRMN	D	-0.25%
PEG	B	-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%
LAMR	B	-0.21%
TYL	C	-0.21%
PRG	B	-0.21%
ZUO	F	-0.21%
POWI	F	-0.21%
PPL	C	-0.21%
SNPS	D	-0.21%
WMK	C	-0.21%
FSLR	C	-0.2%
AVB	B	-0.2%
EXEL	C	-0.2%
TSCO	C	-0.2%
PGR	B	-0.2%
INCY	C	-0.2%
AMD	D	-0.19%
ROST	C	-0.19%
BJ	D	-0.19%
NOC	B	-0.19%
SYF	C	-0.19%
ITCI	D	-0.19%
HLT	B	-0.19%
ADUS	B	-0.18%
PSMT	B	-0.18%
LRN	B	-0.18%
DHR	B	-0.18%
BOX	C	-0.18%
ACIW	B	-0.18%
WAT	C	-0.18%
RCL	B	-0.18%
KVUE	C	-0.18%
INTC	F	-0.18%
VICI	C	-0.17%
IMKTA	D	-0.17%
SPG	B	-0.17%
CHE	C	-0.17%
AFL	C	-0.16%
ADBE	F	-0.16%
DGX	B	-0.16%
FE	C	-0.16%
KSS	F	-0.16%
BDX	D	-0.15%
CRVL	B	-0.15%
COF	B	-0.15%
MMSI	B	-0.15%
PDCO	F	-0.15%
AEP	C	-0.15%
TDC	F	-0.15%
FLO	C	-0.15%
ANSS	D	-0.15%
SPGI	B	-0.15%
NHI	C	-0.15%
EQR	B	-0.14%
APPN	D	-0.14%
LOPE	D	-0.14%
FCNCA	D	-0.14%
TFC	C	-0.13%
WSM	D	-0.13%
SHO	C	-0.13%
CHD	D	-0.13%
ORI	B	-0.13%
CRDO	D	-0.13%
WGO	D	-0.13%
SHOO	B	-0.13%
ICE	C	-0.12%
ALKT	D	-0.12%
HOLX	B	-0.12%
AMP	A	-0.12%
DHI	B	-0.12%
SQSP	A	-0.12%
EIX	C	-0.11%
FOXA	B	-0.11%
AVT	C	-0.11%
LHX	C	-0.11%
EQH	C	-0.11%
ED	C	-0.11%
SFM	B	-0.11%
AGYS	D	-0.11%
ZBH	F	-0.11%
GIS	B	-0.1%
SF	A	-0.1%
DFIN	B	-0.1%
KLG	C	-0.1%
VEEV	C	-0.1%
JXN	A	-0.1%
COKE	C	-0.1%
RJF	C	-0.1%
MOG.A	B	-0.1%
IDXX	C	-0.1%
LZB	C	-0.1%
ROP	C	-0.09%
DTE	C	-0.09%
VTR	C	-0.09%
JEF	B	-0.09%
O	C	-0.09%
ETSY	F	-0.09%
PJT	B	-0.08%
MET	B	-0.08%
BPOP	C	-0.08%
HIMS	D	-0.08%
VTRS	D	-0.08%
GOLF	D	-0.08%
VRSN	D	-0.07%
LNTH	D	-0.07%
APP	C	-0.07%
CHTR	D	-0.07%
THO	D	-0.07%
SRE	C	-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%
AEE	C	-0.06%
PINC	C	-0.06%
AIG	D	-0.06%
FTDR	B	-0.06%
CAH	C	-0.06%
ACGL	C	-0.06%
MDLZ	B	-0.05%
LMAT	C	-0.05%
PRDO	D	-0.05%
WOR	D	-0.05%
SGH	F	-0.05%
STE	C	-0.05%
NWL	C	-0.05%
AXS	B	-0.05%
EVR	A	-0.05%
DOCU	C	-0.05%
PBH	B	-0.04%
CBRE	A	-0.04%
HLI	B	-0.04%
WEC	C	-0.04%
MKL	C	-0.04%
BCO	B	-0.04%
ZS	F	-0.04%
FHI	A	-0.04%
CASY	D	-0.04%
BRBR	C	-0.03%
LYV	B	-0.03%
LTC	C	-0.03%
CTRE	C	-0.03%
APO	C	-0.03%
MORN	C	-0.03%
CFG	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%
TNL	D	-0.02%
CASH	B	-0.02%
COLM	C	-0.02%
MMM	B	-0.02%
ALL	B	-0.02%
SNEX	B	-0.02%
UE	B	-0.01%
PIPR	B	-0.01%
CVS	D	-0.01%
CNK	C	-0.01%
SIRI	C	-0.0%

SCHD: Top Represented Industries & Keywords

Industries: Banks - Regional - US Asset Management Drug Manufacturers - Major Oil & Gas E&P Restaurants Staffing & Outsourcing Services Apparel Manufacturing Apparel Stores Beverages - Soft Drinks Home Furnishings & Fixtures Industrial Distribution Insurance - Property & Casualty Insurance - Specialty Integrated Shipping & Logistics Oil & Gas Refining & Marketing Packaging & Containers Savings & Cooperative Banks Semiconductors Specialty Retail Advertising Agencies