SCHI vs. HLGE ETF Comparison

Comparison of Schwab 5-10 Year Corporate Bond ETF (SCHI) to Hartford Longevity Economy ETF (HLGE)

SCHI

Schwab 5-10 Year Corporate Bond ETF

SCHI Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 5-10 Year Corporate Bond Index. To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to five years and less than ten years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.

Grade (RS Rating)

Last Trade

$46.26

Average Daily Volume

540,196

Number of Holdings ^*

471

* 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	SCHI	HLGE
30 Days	1.56%	1.00%
60 Days	4.72%	1.97%
90 Days	5.26%	3.13%
12 Months	14.18%	28.50%

156 Overlapping Holdings

Symbol	Grade	Weight in SCHI	Weight in HLGE	Overlap
A	C	0.01%	0.38%	0.01%
AAPL	C	0.06%	0.83%	0.06%
ABBV	C	0.09%	0.4%	0.09%
ABT	C	0.03%	0.35%	0.03%
ACGL	B	0.02%	0.06%	0.02%
ADBE	F	0.05%	0.16%	0.05%
ADI	C	0.03%	0.66%	0.03%
ADSK	C	0.02%	0.25%	0.02%
AEE	A	0.01%	0.06%	0.01%
AEP	C	0.01%	0.15%	0.01%
AFL	C	0.02%	0.16%	0.02%
AIG	D	0.02%	0.06%	0.02%
ALL	B	0.02%	0.02%	0.02%
AMGN	B	0.06%	0.36%	0.06%
AMZN	C	0.06%	0.97%	0.06%
AVB	C	0.01%	0.2%	0.01%
AVGO	C	0.03%	0.54%	0.03%
AVT	C	0.03%	0.11%	0.03%
AXP	B	0.11%	0.25%	0.11%
AXS	B	0.02%	0.05%	0.02%
BAC	D	0.03%	0.34%	0.03%
BBY	C	0.02%	0.11%	0.02%
BDX	F	0.03%	0.15%	0.03%
BK	A	0.02%	0.48%	0.02%
BKNG	B	0.02%	0.61%	0.02%
BLK	B	0.03%	0.15%	0.03%
BMY	C	0.04%	0.3%	0.04%
BSX	B	0.03%	0.52%	0.03%
C	D	0.03%	0.38%	0.03%
CAH	C	0.08%	0.06%	0.06%
CB	B	0.06%	0.25%	0.06%
CFG	C	0.02%	0.03%	0.02%
CHD	C	0.01%	0.13%	0.01%
CHTR	D	0.06%	0.07%	0.06%
CI	C	0.03%	0.41%	0.03%
CMCSA	D	0.04%	0.49%	0.04%
COF	A	0.05%	0.15%	0.05%
COST	B	0.02%	0.53%	0.02%
CVS	F	0.03%	0.01%	0.01%
DELL	C	0.02%	0.82%	0.02%
DGX	C	0.05%	0.16%	0.05%
DHI	C	0.03%	0.12%	0.03%
DHR	C	0.05%	0.18%	0.05%
DIS	D	0.02%	0.03%	0.02%
DTE	B	0.02%	0.09%	0.02%
DUK	B	0.01%	0.34%	0.01%
EA	D	0.03%	0.43%	0.03%
EBAY	B	0.03%	1.06%	0.03%
ED	C	0.01%	0.11%	0.01%
EIX	C	0.02%	0.11%	0.02%
EQH	C	0.1%	0.11%	0.1%
EQR	C	0.02%	0.14%	0.02%
ETR	A	0.01%	0.25%	0.01%
FITB	B	0.05%	0.33%	0.05%
FLO	C	0.04%	0.15%	0.04%
FOXA	B	0.03%	0.11%	0.03%
GD	B	0.03%	0.37%	0.03%
GILD	B	0.04%	0.51%	0.04%
GIS	B	0.03%	0.1%	0.03%
GM	B	0.01%	0.62%	0.01%
GOOGL	D	0.06%	0.95%	0.06%
GS	C	0.05%	0.45%	0.05%
HBAN	B	0.03%	0.24%	0.03%
HCA	A	0.06%	0.46%	0.06%
HD	A	0.03%	0.65%	0.03%
HON	D	0.02%	0.22%	0.02%
HPQ	D	0.02%	0.78%	0.02%
HRB	C	0.01%	0.22%	0.01%
HSY	D	0.02%	0.2%	0.02%
HUM	F	0.02%	0.31%	0.02%
ICE	C	0.03%	0.12%	0.03%
INTC	F	0.06%	0.18%	0.06%
INTU	C	0.06%	0.32%	0.06%
JEF	B	0.02%	0.09%	0.02%
JNJ	C	0.04%	0.82%	0.04%
JPM	D	0.04%	0.32%	0.04%
KMB	D	0.01%	0.33%	0.01%
KO	B	0.01%	0.47%	0.01%
KR	C	0.03%	0.52%	0.03%
KSS	F	0.03%	0.16%	0.03%
LHX	C	0.03%	0.11%	0.03%
LLY	C	0.01%	0.64%	0.01%
LMT	B	0.01%	0.59%	0.01%
LOW	A	0.04%	0.71%	0.04%
MCD	B	0.03%	0.03%	0.03%
MCK	F	0.01%	0.6%	0.01%
MCO	A	0.02%	0.41%	0.02%
MDLZ	C	0.03%	0.05%	0.03%
MDT	C	0.03%	0.31%	0.03%
MET	A	0.05%	0.08%	0.05%
MKL	C	0.01%	0.04%	0.01%
MMM	A	0.02%	0.02%	0.02%
MRK	D	0.03%	0.56%	0.03%
MRVL	C	0.02%	0.03%	0.02%
MS	C	0.11%	0.33%	0.11%
MSFT	C	0.23%	0.86%	0.23%
MU	F	0.04%	0.35%	0.04%
NHI	C	0.03%	0.15%	0.03%
NOC	A	0.06%	0.19%	0.06%
NOW	A	0.08%	0.78%	0.08%
NTAP	D	0.02%	0.82%	0.02%
NVDA	D	0.07%	1.0%	0.07%
NVR	B	0.05%	0.32%	0.05%
NXPI	D	0.07%	0.87%	0.07%
O	C	0.05%	0.09%	0.05%
ORCL	B	0.03%	0.93%	0.03%
PEG	A	0.02%	0.25%	0.02%
PEP	D	0.03%	0.37%	0.03%
PFE	C	0.04%	0.24%	0.04%
PG	C	0.03%	0.35%	0.03%
PGR	A	0.03%	0.2%	0.03%
PHM	B	0.03%	0.26%	0.03%
PNC	A	0.03%	0.36%	0.03%
PPL	B	0.03%	0.21%	0.03%
PRU	C	0.02%	0.26%	0.02%
QCOM	F	0.04%	0.93%	0.04%
QRVO	F	0.07%	0.27%	0.07%
REGN	C	0.06%	0.67%	0.06%
RJF	C	0.04%	0.1%	0.04%
ROP	C	0.01%	0.09%	0.01%
ROST	C	0.02%	0.19%	0.02%
RTX	C	0.01%	0.34%	0.01%
SF	A	0.02%	0.1%	0.02%
SO	A	0.01%	0.34%	0.01%
SPG	A	0.03%	0.17%	0.03%
SPGI	A	0.02%	0.15%	0.02%
SRE	B	0.02%	0.07%	0.02%
STE	C	0.05%	0.05%	0.05%
STT	B	0.03%	0.29%	0.03%
SWKS	F	0.03%	0.44%	0.03%
SYF	C	0.04%	0.19%	0.04%
SYK	C	0.01%	0.41%	0.01%
SYY	D	0.03%	0.29%	0.03%
T	C	0.07%	0.51%	0.07%
TEL	D	0.02%	0.28%	0.02%
TFC	D	0.01%	0.13%	0.01%
TGT	C	0.05%	0.37%	0.05%
TJX	C	0.03%	0.65%	0.03%
TMO	C	0.02%	0.4%	0.02%
TMUS	C	0.1%	0.62%	0.1%
TSCO	C	0.04%	0.2%	0.04%
TXN	C	0.05%	0.91%	0.05%
UNH	C	0.03%	0.59%	0.03%
UNM	B	0.02%	0.07%	0.02%
USB	B	0.04%	0.26%	0.04%
VRSN	D	0.05%	0.07%	0.05%
VTR	C	0.01%	0.09%	0.01%
VZ	B	0.01%	0.38%	0.01%
WBA	F	0.02%	0.06%	0.02%
WEC	B	0.01%	0.04%	0.01%
WELL	C	0.03%	0.31%	0.03%
WFC	D	0.01%	0.29%	0.01%
WHR	C	0.02%	0.02%	0.02%
WMT	B	0.03%	0.81%	0.03%
ZBH	F	0.05%	0.11%	0.05%
ZTS	C	0.03%	0.46%	0.03%

SCHI Overweight 315 Positions Relative to HLGE

Symbol	Grade	Weight
DT	C	0.26%
DD	B	0.13%
TSN	D	0.13%
AMAT	D	0.11%
TD	A	0.09%
LDOS	B	0.09%
KEY	B	0.08%
MRO	C	0.07%
DLTR	F	0.07%
ARCC	B	0.07%
KOF	D	0.07%
BWA	D	0.07%
TT	A	0.07%
BMO	C	0.07%
BIIB	F	0.07%
CRM	D	0.07%
BABA	B	0.07%
XRAY	D	0.06%
PKG	B	0.06%
KLAC	D	0.06%
CNO	A	0.06%
SLB	F	0.06%
HAL	F	0.06%
JD	C	0.06%
BIDU	F	0.06%
LH	C	0.06%
DB	B	0.06%
NWG	C	0.06%
GE	A	0.06%
HSBC	B	0.06%
GP	D	0.05%
URI	B	0.05%
EMN	B	0.05%
BDN	C	0.05%
ADM	D	0.05%
OC	D	0.05%
CTAS	C	0.05%
CMI	C	0.05%
MOS	F	0.05%
VRSK	D	0.05%
TRMB	C	0.05%
LEN	C	0.05%
LRCX	F	0.05%
CHRW	A	0.05%
HES	D	0.05%
PWR	B	0.05%
EFX	C	0.05%
ADP	B	0.05%
MAS	B	0.05%
EPR	B	0.05%
MMC	C	0.05%
AMCR	C	0.05%
GPN	D	0.05%
GSK	D	0.05%
AER	B	0.05%
XOM	D	0.05%
VOD	C	0.05%
FHN	D	0.04%
SWX	C	0.04%
BNS	A	0.04%
RYN	C	0.04%
UHS	B	0.04%
DOX	C	0.04%
LVS	D	0.04%
INGR	B	0.04%
IEX	D	0.04%
RL	B	0.04%
TPR	C	0.04%
ITW	C	0.04%
ETN	C	0.04%
DAL	C	0.04%
PNR	B	0.04%
BC	C	0.04%
JCI	B	0.04%
CUBE	B	0.04%
EOG	D	0.04%
NEM	B	0.04%
EXP	B	0.04%
GXO	D	0.04%
PSX	D	0.04%
RPRX	D	0.04%
FLEX	C	0.04%
PAA	C	0.04%
CPT	B	0.04%
NI	B	0.04%
VLO	F	0.04%
EMR	D	0.04%
WAB	A	0.04%
CAG	C	0.04%
BHF	D	0.04%
MPLX	B	0.04%
OTIS	C	0.04%
MO	C	0.04%
SITC	D	0.03%
SCS	D	0.03%
IFF	C	0.03%
KEX	C	0.03%
BEN	F	0.03%
INVH	C	0.03%
RS	D	0.03%
BNL	B	0.03%
SNX	D	0.03%
WPC	C	0.03%
BRO	C	0.03%
ADC	C	0.03%
HP	D	0.03%
CTVA	B	0.03%
AAT	B	0.03%
HIG	B	0.03%
SKT	A	0.03%
JNPR	A	0.03%
CBOE	C	0.03%
DRI	B	0.03%
LNC	D	0.03%
HIW	B	0.03%
MCY	D	0.03%
NUE	F	0.03%
CME	C	0.03%
CMA	A	0.03%
EW	F	0.03%
BKU	D	0.03%
LIN	B	0.03%
NOV	D	0.03%
NDAQ	A	0.03%
IPG	C	0.03%
CTRA	D	0.03%
MAA	C	0.03%
NSC	C	0.03%
WY	C	0.03%
FNF	B	0.03%
K	A	0.03%
ESGR	D	0.03%
BRX	B	0.03%
AES	C	0.03%
HST	C	0.03%
APH	C	0.03%
CAT	B	0.03%
FMC	C	0.03%
HAS	B	0.03%
CSX	D	0.03%
VNT	F	0.03%
NTRS	B	0.03%
AON	B	0.03%
WM	D	0.03%
HRL	D	0.03%
BAX	C	0.03%
PSA	B	0.03%
BR	D	0.03%
OMC	B	0.03%
TDY	C	0.03%
EL	F	0.03%
BG	D	0.03%
OHI	C	0.03%
FANG	D	0.03%
EXPE	C	0.03%
NKE	D	0.03%
DLR	B	0.03%
CVX	D	0.03%
SHW	B	0.03%
FIS	B	0.03%
PYPL	B	0.03%
BXP	B	0.03%
AZN	D	0.03%
MUFG	D	0.03%
PDM	C	0.02%
SAVE	F	0.02%
R	B	0.02%
DOV	B	0.02%
AMG	C	0.02%
L	D	0.02%
ALLE	C	0.02%
CBT	B	0.02%
WBS	D	0.02%
AGR	B	0.02%
LEG	D	0.02%
APTV	D	0.02%
AFG	B	0.02%
SBRA	C	0.02%
AIZ	B	0.02%
GPC	D	0.02%
NVT	D	0.02%
AYI	A	0.02%
HUBB	A	0.02%
NEU	D	0.02%
EXR	B	0.02%
SAFE	C	0.02%
EPRT	A	0.02%
OCSL	F	0.02%
ILMN	C	0.02%
WTRG	D	0.02%
KMT	B	0.02%
LXP	C	0.02%
VNO	B	0.02%
PNW	B	0.02%
FLS	D	0.02%
AGO	C	0.02%
SON	D	0.02%
RNR	B	0.02%
ARW	C	0.02%
SNA	C	0.02%
TKR	D	0.02%
DOC	C	0.02%
OSK	D	0.02%
ATO	B	0.02%
REXR	C	0.02%
ROK	F	0.02%
CNA	D	0.02%
XYL	D	0.02%
SUI	C	0.02%
SJM	C	0.02%
TXT	D	0.02%
FRT	C	0.02%
CLX	C	0.02%
NNN	C	0.02%
RPM	B	0.02%
CNP	D	0.02%
REG	C	0.02%
LNT	B	0.02%
AVY	D	0.02%
H	C	0.02%
CP	C	0.02%
LYB	F	0.02%
JBL	D	0.02%
UDR	C	0.02%
ARE	C	0.02%
ESS	C	0.02%
HUN	D	0.02%
MPC	D	0.02%
FAF	C	0.02%
AN	D	0.02%
HII	D	0.02%
KRC	B	0.02%
VFC	C	0.02%
OKE	B	0.02%
VMC	D	0.02%
DVN	D	0.02%
GL	C	0.02%
PM	C	0.02%
MLM	D	0.02%
GLPI	C	0.02%
WRK	C	0.02%
DG	F	0.02%
RGA	B	0.02%
STZ	D	0.02%
CPB	B	0.02%
PPG	D	0.02%
KEYS	C	0.02%
FDX	F	0.02%
EVRG	B	0.02%
SWK	B	0.02%
CSL	B	0.02%
PH	A	0.02%
MKC	C	0.02%
UPS	F	0.02%
ORLY	D	0.02%
EPD	B	0.02%
PLD	C	0.02%
APD	B	0.02%
DFS	B	0.02%
UNP	C	0.02%
WMB	B	0.02%
DOW	D	0.02%
AMT	C	0.02%
KMI	A	0.02%
CCI	C	0.02%
COP	D	0.02%
NEE	C	0.02%
MA	B	0.02%
CARR	B	0.02%
KDP	B	0.02%
UAL	C	0.02%
IBM	A	0.02%
BA	F	0.02%
VOYA	B	0.01%
MHK	C	0.01%
OGS	B	0.01%
KMPR	D	0.01%
LII	B	0.01%
WU	D	0.01%
THG	C	0.01%
LEA	F	0.01%
NFG	B	0.01%
OGE	B	0.01%
PSEC	C	0.01%
HR	C	0.01%
KIM	C	0.01%
PRE	F	0.01%
BKH	B	0.01%
CHH	C	0.01%
PFG	B	0.01%
STLD	D	0.01%
AAP	F	0.01%
CMS	B	0.01%
HPP	F	0.01%
AAL	D	0.01%
AMH	C	0.01%
XEL	B	0.01%
AL	D	0.01%
AWK	C	0.01%
AZO	D	0.01%
SCHW	D	0.01%
LAZ	A	0.01%
D	B	0.01%
EQIX	B	0.01%
DE	B	0.01%
EXC	B	0.01%
MAR	C	0.01%
V	C	0.01%
ECL	A	0.01%
SBUX	C	0.01%
ES	C	0.01%
LUV	C	0.01%
MSI	B	0.01%
PCG	B	0.01%
RSG	D	0.0%

SCHI Underweight 182 Positions Relative to HLGE

Symbol	Grade	Weight
META	A	-1.01%
CARG	B	-0.98%
CARS	D	-0.9%
STX	C	-0.85%
YELP	F	-0.83%
CL	C	-0.81%
PSTG	F	-0.8%
CVLT	B	-0.8%
CRUS	D	-0.79%
JWN	B	-0.78%
MPWR	C	-0.78%
WDC	D	-0.77%
HPE	D	-0.74%
ELV	C	-0.74%
MCHP	D	-0.73%
VRTX	D	-0.7%
MTCH	C	-0.7%
FICO	B	-0.68%
OLED	C	-0.67%
DLB	D	-0.66%
MTD	D	-0.62%
DDS	D	-0.6%
FTNT	B	-0.59%
PRGS	C	-0.59%
AXNX	A	-0.58%
PI	B	-0.58%
TRIP	F	-0.55%
M	F	-0.53%
SMCI	F	-0.51%
PINS	F	-0.51%
NFLX	B	-0.51%
PANW	C	-0.48%
AMED	C	-0.48%
OLLI	C	-0.45%
BRK.A	C	-0.44%
ACI	F	-0.43%
XRX	F	-0.41%
IAC	C	-0.41%
VRNS	C	-0.41%
SNAP	F	-0.38%
DIOD	F	-0.37%
IRM	B	-0.37%
ON	F	-0.36%
MTB	A	-0.35%
OGN	D	-0.35%
UBER	C	-0.34%
QLYS	F	-0.33%
ISRG	C	-0.33%
CORT	B	-0.33%
EDR	A	-0.32%
COLL	C	-0.31%
CW	A	-0.3%
YUM	F	-0.29%
ZETA	B	-0.29%
CALM	A	-0.28%
MTSI	D	-0.28%
CNC	C	-0.27%
HEI	A	-0.27%
CRWD	D	-0.27%
UTHR	C	-0.27%
RF	B	-0.26%
CDNS	D	-0.26%
MCRI	C	-0.26%
GRMN	D	-0.25%
PTC	D	-0.24%
RMD	C	-0.24%
NYT	C	-0.23%
GDDY	C	-0.23%
MSGS	B	-0.23%
SMTC	B	-0.23%
TENB	D	-0.23%
TDG	B	-0.23%
KTB	A	-0.22%
EHC	B	-0.21%
LAMR	A	-0.21%
TYL	C	-0.21%
PRG	B	-0.21%
ZUO	F	-0.21%
POWI	F	-0.21%
SNPS	D	-0.21%
WMK	C	-0.21%
FSLR	C	-0.2%
EXEL	C	-0.2%
CINF	C	-0.2%
JHG	B	-0.2%
INCY	C	-0.2%
AMD	D	-0.19%
BJ	D	-0.19%
ITCI	D	-0.19%
HLT	B	-0.19%
ADUS	C	-0.18%
PSMT	B	-0.18%
LRN	B	-0.18%
BOX	C	-0.18%
ACIW	B	-0.18%
WAT	C	-0.18%
RCL	A	-0.18%
KVUE	C	-0.18%
VICI	C	-0.17%
IMKTA	D	-0.17%
CHE	C	-0.17%
FE	C	-0.16%
CRVL	B	-0.15%
MMSI	B	-0.15%
PDCO	F	-0.15%
TDC	F	-0.15%
ANSS	D	-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%
HOLX	C	-0.12%
AMP	B	-0.12%
TROW	D	-0.12%
SQSP	A	-0.12%
BKE	C	-0.11%
SFM	B	-0.11%
AGYS	D	-0.11%
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%
IDXX	D	-0.1%
LZB	B	-0.1%
ETSY	F	-0.09%
PJT	B	-0.08%
BPOP	C	-0.08%
HIMS	D	-0.08%
VTRS	D	-0.08%
F	F	-0.08%
GOLF	F	-0.08%
OFG	C	-0.07%
LNTH	D	-0.07%
APP	B	-0.07%
THO	D	-0.07%
CPRX	C	-0.06%
ABNB	D	-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%
EVR	A	-0.05%
DOCU	C	-0.05%
PBH	C	-0.04%
CBRE	A	-0.04%
HLI	A	-0.04%
BCO	A	-0.04%
ZS	F	-0.04%
FHI	B	-0.04%
CASY	D	-0.04%
BRBR	C	-0.03%
LYV	B	-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%
NRG	A	-0.03%
TNL	D	-0.02%
CASH	B	-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%