SCHZ vs. HLGE ETF Comparison

Comparison of Schwab US Aggregate Bond ETF (SCHZ) to Hartford Longevity Economy ETF (HLGE)
SCHZ

Schwab US Aggregate Bond ETF

SCHZ Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Barclays U.S. Aggregate Bond IndexSM. The fund invests at least 90% of its net assets in securities included in the index. The index is a broad based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

Grade (RS Rating)

Last Trade

$22.92

Average Daily Volume

1,160,500

Number of Holdings *

539

* 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

$32.37

Average Daily Volume

494

Number of Holdings *

339

* may have additional holdings in another (foreign) market
Performance
Period SCHZ HLGE
30 Days -0.82% 1.74%
60 Days -3.18% 2.94%
90 Days -2.17% 4.94%
12 Months 6.03% 28.33%
167 Overlapping Holdings
Symbol Grade Weight in SCHZ Weight in HLGE Overlap
A D 0.0% 0.35% 0.0%
AAPL C 0.0% 0.82% 0.0%
ABBV F 0.0% 0.33% 0.0%
ABT B 0.0% 0.33% 0.0%
ACGL C 0.0% 0.06% 0.0%
ADBE C 0.0% 0.14% 0.0%
ADI D 0.0% 0.6% 0.0%
ADSK A 0.0% 0.28% 0.0%
AEE A 0.0% 0.06% 0.0%
AEP C 0.0% 0.13% 0.0%
AFL B 0.0% 0.15% 0.0%
AIG B 0.0% 0.06% 0.0%
ALL A 0.0% 0.02% 0.0%
AMG B 0.0% 0.01% 0.0%
AMGN F 0.0% 0.3% 0.0%
AMP A 0.0% 0.15% 0.0%
AMZN C 0.0% 1.05% 0.0%
AVB B 0.0% 0.18% 0.0%
AVGO D 0.0% 0.53% 0.0%
AVT C 0.0% 0.11% 0.0%
AXP A 0.0% 0.27% 0.0%
AXS A 0.0% 0.06% 0.0%
BAC A 0.0% 0.38% 0.0%
BBY D 0.0% 0.1% 0.0%
BDX F 0.0% 0.13% 0.0%
BK A 0.0% 0.52% 0.0%
BKNG A 0.0% 0.74% 0.0%
BLK B 0.0% 0.18% 0.0%
BMY B 0.0% 0.35% 0.0%
BSX A 0.0% 0.52% 0.0%
C A 0.0% 0.44% 0.0%
CAH B 0.0% 0.06% 0.0%
CB C 0.0% 0.24% 0.0%
CDNS B 0.0% 0.28% 0.0%
CFG B 0.0% 0.03% 0.0%
CHD A 0.01% 0.13% 0.01%
CHTR C 0.0% 0.08% 0.0%
CI D 0.0% 0.35% 0.0%
CINF A 0.0% 0.21% 0.0%
CL D 0.0% 0.67% 0.0%
CMCSA B 0.0% 0.54% 0.0%
COF C 0.0% 0.19% 0.0%
COKE C 0.0% 0.09% 0.0%
COST A 0.0% 0.51% 0.0%
CVS D 0.0% 0.01% 0.0%
DELL B 0.0% 0.94% 0.0%
DGX A 0.0% 0.16% 0.0%
DHI F 0.0% 0.1% 0.0%
DHR F 0.0% 0.15% 0.0%
DIS B 0.0% 0.04% 0.0%
DTE C 0.0% 0.08% 0.0%
DUK C 0.0% 0.31% 0.0%
EA A 0.0% 0.47% 0.0%
EBAY D 0.0% 1.01% 0.0%
ED C 0.0% 0.1% 0.0%
EIX B 0.0% 0.1% 0.0%
EQH C 0.0% 0.12% 0.0%
EQR C 0.0% 0.13% 0.0%
ETR B 0.0% 0.28% 0.0%
FE C 0.0% 0.14% 0.0%
FITB B 0.0% 0.37% 0.0%
FLO D 0.0% 0.14% 0.0%
FOXA A 0.0% 0.14% 0.0%
FTNT C 0.0% 0.72% 0.0%
GD D 0.0% 0.35% 0.0%
GILD C 0.0% 0.54% 0.0%
GIS D 0.0% 0.08% 0.0%
GM C 0.0% 0.74% 0.0%
GOOGL C 0.0% 1.03% 0.0%
GS A 0.0% 0.53% 0.0%
HBAN A 0.0% 0.28% 0.0%
HCA F 0.0% 0.39% 0.0%
HD B 0.0% 0.67% 0.0%
HON C 0.0% 0.23% 0.0%
HPE B 0.0% 0.89% 0.0%
HPQ B 0.0% 0.82% 0.0%
HRB D 0.0% 0.2% 0.0%
HSY F 0.0% 0.17% 0.0%
HUM C 0.0% 0.25% 0.0%
ICE C 0.0% 0.11% 0.0%
INTC C 0.0% 0.23% 0.0%
INTU B 0.0% 0.33% 0.0%
JEF A 0.0% 0.11% 0.0%
JNJ C 0.0% 0.73% 0.0%
JPM A 0.0% 0.36% 0.0%
KMB C 0.0% 0.3% 0.0%
KO D 0.0% 0.41% 0.0%
KR B 0.0% 0.54% 0.0%
KSS F 0.0% 0.15% 0.0%
LHX C 0.0% 0.11% 0.0%
LLY F 0.0% 0.52% 0.0%
LMT D 0.0% 0.54% 0.0%
LOW C 0.0% 0.73% 0.0%
MCD D 0.0% 0.03% 0.0%
MCHP F 0.01% 0.6% 0.01%
MCK A 0.0% 0.68% 0.0%
MCO B 0.0% 0.4% 0.0%
MDLZ F 0.0% 0.04% 0.0%
MDT D 0.01% 0.28% 0.01%
MET A 0.0% 0.08% 0.0%
MKL A 0.0% 0.04% 0.0%
MMM D 0.0% 0.02% 0.0%
MRK D 0.0% 0.46% 0.0%
MRVL B 0.0% 0.04% 0.0%
MS A 0.0% 0.44% 0.0%
MSFT D 0.0% 0.83% 0.0%
MTB A 0.0% 0.43% 0.0%
MU D 0.0% 0.38% 0.0%
NHI D 0.0% 0.14% 0.0%
NOC D 0.0% 0.17% 0.0%
NOW A 0.01% 0.88% 0.01%
NTAP C 0.0% 0.79% 0.0%
NVDA B 0.0% 1.17% 0.0%
NVR D 0.0% 0.3% 0.0%
NXPI D 0.0% 0.83% 0.0%
O C 0.0% 0.08% 0.0%
ORCL A 0.0% 1.03% 0.0%
ORI A 0.0% 0.14% 0.0%
PEG A 0.0% 0.25% 0.0%
PEP F 0.0% 0.33% 0.0%
PFE F 0.0% 0.21% 0.0%
PG C 0.0% 0.32% 0.0%
PGR A 0.0% 0.2% 0.0%
PHM D 0.0% 0.23% 0.0%
PNC B 0.0% 0.41% 0.0%
PPL A 0.0% 0.21% 0.0%
PRU A 0.0% 0.27% 0.0%
QCOM F 0.0% 0.89% 0.0%
REGN F 0.0% 0.43% 0.0%
RF A 0.0% 0.29% 0.0%
RJF A 0.0% 0.13% 0.0%
ROP B 0.0% 0.08% 0.0%
ROST D 0.0% 0.17% 0.0%
RTX D 0.0% 0.32% 0.0%
SF B 0.0% 0.13% 0.0%
SO C 0.0% 0.32% 0.0%
SPG A 0.0% 0.18% 0.0%
SPGI C 0.0% 0.14% 0.0%
SRE A 0.0% 0.08% 0.0%
STE D 0.0% 0.04% 0.0%
STT B 0.0% 0.31% 0.0%
SWKS F 0.0% 0.36% 0.0%
SYF B 0.0% 0.25% 0.0%
SYK B 0.0% 0.4% 0.0%
SYY D 0.0% 0.27% 0.0%
T A 0.0% 0.5% 0.0%
TFC A 0.0% 0.13% 0.0%
TGT F 0.0% 0.37% 0.0%
TJX A 0.0% 0.63% 0.0%
TMO F 0.0% 0.33% 0.0%
TMUS B 0.0% 0.7% 0.0%
TSCO D 0.0% 0.19% 0.0%
TXN C 0.0% 0.92% 0.0%
UNH B 0.0% 0.57% 0.0%
UNM A 0.0% 0.09% 0.0%
USB A 0.0% 0.28% 0.0%
VRSN C 0.0% 0.07% 0.0%
VTR B 0.0% 0.08% 0.0%
VZ C 0.0% 0.34% 0.0%
WBA F 0.0% 0.05% 0.0%
WEC A 0.0% 0.04% 0.0%
WELL A 0.0% 0.3% 0.0%
WFC A 0.0% 0.39% 0.0%
WHR B 0.0% 0.02% 0.0%
WMT A 0.0% 0.82% 0.0%
ZBH C 0.0% 0.11% 0.0%
ZTS D 0.0% 0.41% 0.0%
SCHZ Overweight 372 Positions Relative to HLGE
Symbol Grade Weight
WIT B 0.08%
UHS D 0.01%
DLTR F 0.01%
BIIB F 0.01%
STLA F 0.01%
EDC F 0.01%
CTS C 0.01%
DD C 0.01%
DT D 0.01%
COO D 0.0%
VLY B 0.0%
OCSL F 0.0%
WBS A 0.0%
GPC D 0.0%
SAN D 0.0%
SIGI C 0.0%
SAVE F 0.0%
GXO B 0.0%
SAFE F 0.0%
EPRT B 0.0%
SUI C 0.0%
VNO C 0.0%
SKT A 0.0%
ALB B 0.0%
CBT D 0.0%
CACC D 0.0%
FAF A 0.0%
TKR D 0.0%
THG A 0.0%
TEL B 0.0%
PRE D 0.0%
AVA A 0.0%
VMI B 0.0%
WRB A 0.0%
TME D 0.0%
KMPR A 0.0%
DAL B 0.0%
NEU D 0.0%
BC C 0.0%
PSEC D 0.0%
CTVA C 0.0%
PWR A 0.0%
GBDC D 0.0%
XRAY F 0.0%
CHH A 0.0%
AIZ A 0.0%
AMH C 0.0%
BDN C 0.0%
JD D 0.0%
MHK D 0.0%
LAZ B 0.0%
KEX B 0.0%
EPR C 0.0%
HOG D 0.0%
HP C 0.0%
SBRA C 0.0%
MCY A 0.0%
NFG A 0.0%
BKU A 0.0%
KMT B 0.0%
CHRW B 0.0%
SCS C 0.0%
DRI B 0.0%
AVY F 0.0%
INVH D 0.0%
REXR F 0.0%
HR B 0.0%
RS B 0.0%
IDA A 0.0%
AAP D 0.0%
EXP B 0.0%
DXC B 0.0%
DOX D 0.0%
ILMN C 0.0%
XYL D 0.0%
LXP D 0.0%
BCSF C 0.0%
PDM D 0.0%
SLG B 0.0%
SNV C 0.0%
GSBD F 0.0%
ADC A 0.0%
ZION B 0.0%
INGR C 0.0%
WTRG B 0.0%
OSK C 0.0%
CE F 0.0%
AGO B 0.0%
EG C 0.0%
TRMB B 0.0%
DOV A 0.0%
SITC D 0.0%
OPI F 0.0%
G B 0.0%
AYI B 0.0%
STLD B 0.0%
OC A 0.0%
CTRA B 0.0%
LNC C 0.0%
MAIN A 0.0%
HUBB B 0.0%
CUBE C 0.0%
TPR B 0.0%
JNPR D 0.0%
H B 0.0%
HII F 0.0%
RPM A 0.0%
SWX B 0.0%
ESGR B 0.0%
OGE A 0.0%
HPP F 0.0%
PNR A 0.0%
EW C 0.0%
VFC C 0.0%
VNT C 0.0%
LII A 0.0%
WB D 0.0%
FMC D 0.0%
FRT B 0.0%
PCAR B 0.0%
PFG D 0.0%
NWE B 0.0%
OGS A 0.0%
FHN A 0.0%
NVT B 0.0%
SNA A 0.0%
GL C 0.0%
NNN C 0.0%
ROK C 0.0%
RL C 0.0%
URI C 0.0%
EFX F 0.0%
ARW D 0.0%
WU F 0.0%
AGR A 0.0%
R B 0.0%
AJG A 0.0%
L A 0.0%
ESS B 0.0%
HAS D 0.0%
AWH F 0.0%
ORLY B 0.0%
AN C 0.0%
RNR C 0.0%
PSA C 0.0%
PVH C 0.0%
BEN C 0.0%
MOS F 0.0%
JBLU F 0.0%
CTAS B 0.0%
VMC B 0.0%
HIW C 0.0%
DSS F 0.0%
PPG F 0.0%
FNF B 0.0%
AES F 0.0%
AMCR C 0.0%
LEN D 0.0%
ADP A 0.0%
HRL D 0.0%
APD A 0.0%
REG A 0.0%
IPG D 0.0%
GP F 0.0%
EMR B 0.0%
EE A 0.0%
PLD F 0.0%
SWK D 0.0%
BR A 0.0%
EVRG A 0.0%
IEX C 0.0%
FLS B 0.0%
AFG A 0.0%
CMA B 0.0%
ALLE C 0.0%
LEG F 0.0%
CNO B 0.0%
CNH C 0.0%
DOC C 0.0%
KRG B 0.0%
WM B 0.0%
BWA D 0.0%
EL F 0.0%
CMI A 0.0%
MKC C 0.0%
BAX F 0.0%
IVZ B 0.0%
WLK D 0.0%
CBOE C 0.0%
JBL C 0.0%
LDOS C 0.0%
NDAQ A 0.0%
HST C 0.0%
FLEX B 0.0%
KRC B 0.0%
DG F 0.0%
CNA C 0.0%
RGA A 0.0%
CPT B 0.0%
NOV C 0.0%
GLPI C 0.0%
MAA B 0.0%
MRO B 0.0%
APH A 0.0%
MSI B 0.0%
DLR B 0.0%
JBHT C 0.0%
LIN C 0.0%
SON F 0.0%
ARE F 0.0%
FSK A 0.0%
CSL C 0.0%
BRO B 0.0%
PKG A 0.0%
FTV C 0.0%
WPC C 0.0%
WEST C 0.0%
HIG B 0.0%
VOYA B 0.0%
LEA F 0.0%
TXT D 0.0%
EMN C 0.0%
SNX D 0.0%
FIS C 0.0%
HUN F 0.0%
SCHW B 0.0%
CNP A 0.0%
LRCX F 0.0%
BKH A 0.0%
WAB B 0.0%
PH A 0.0%
MAR A 0.0%
AAL B 0.0%
MAS D 0.0%
RPRX D 0.0%
CME B 0.0%
IP A 0.0%
ECL D 0.0%
VRSK A 0.0%
LNT A 0.0%
NEM D 0.0%
LYB F 0.0%
MLM C 0.0%
NTRS A 0.0%
TDY B 0.0%
CMS C 0.0%
CF A 0.0%
EOG A 0.0%
OTIS C 0.0%
IFF D 0.0%
APTV F 0.0%
JCI B 0.0%
XEL A 0.0%
BIDU F 0.0%
KIM A 0.0%
DE B 0.0%
AON A 0.0%
GLW B 0.0%
NUE C 0.0%
SJM D 0.0%
OMC C 0.0%
OKE A 0.0%
KLAC F 0.0%
LUV C 0.0%
TT A 0.0%
MPC D 0.0%
CCI C 0.0%
CPB D 0.0%
NKE F 0.0%
HES B 0.0%
ATO A 0.0%
CAF D 0.0%
STZ D 0.0%
UPS C 0.0%
NSC B 0.0%
CP F 0.0%
BERY C 0.0%
CAG F 0.0%
AMAT F 0.0%
BRX A 0.0%
KDP F 0.0%
SHW B 0.0%
GWW B 0.0%
CLX A 0.0%
LVS B 0.0%
GPN B 0.0%
DVN F 0.0%
BHF C 0.0%
SLB C 0.0%
WY F 0.0%
ES C 0.0%
FANG C 0.0%
ARCC A 0.0%
SCCO F 0.0%
RSG A 0.0%
OHI C 0.0%
AWK C 0.0%
BG D 0.0%
COE C 0.0%
PAA B 0.0%
MA B 0.0%
KOF F 0.0%
MMC B 0.0%
UDR B 0.0%
EQIX A 0.0%
KEYS A 0.0%
PYPL B 0.0%
BMO A 0.0%
BNS A 0.0%
AZO C 0.0%
EPD A 0.0%
AL B 0.0%
CSX C 0.0%
DOW F 0.0%
NI A 0.0%
SBUX A 0.0%
BXP C 0.0%
CARR C 0.0%
TAP C 0.0%
TRV B 0.0%
HAL C 0.0%
FDX B 0.0%
PNW A 0.0%
CM A 0.0%
ITW B 0.0%
VLO C 0.0%
DB D 0.0%
MPLX A 0.0%
D C 0.0%
MP C 0.0%
RY A 0.0%
TSN B 0.0%
NEE C 0.0%
CRM B 0.0%
UNP C 0.0%
WMB A 0.0%
ETN A 0.0%
EXPE B 0.0%
AMT C 0.0%
ADM D 0.0%
PSX C 0.0%
LH B 0.0%
K A 0.0%
KMI A 0.0%
AER A 0.0%
BABA D 0.0%
UAL A 0.0%
PM B 0.0%
ALLY C 0.0%
EXC C 0.0%
EQNR C 0.0%
MUFG B 0.0%
CAT B 0.0%
KEY B 0.0%
MO A 0.0%
NWG A 0.0%
DFS B 0.0%
BHP F 0.0%
XOM B 0.0%
PCG A 0.0%
CVX A 0.0%
CSCO B 0.0%
TD D 0.0%
COP C 0.0%
VOD F 0.0%
HSBC A 0.0%
IBM C 0.0%
GSK F 0.0%
V A 0.0%
AZN F 0.0%
BA F 0.0%
GE D 0.0%
SCHZ Underweight 172 Positions Relative to HLGE
Symbol Grade Weight
CARG B -1.18%
META D -1.06%
CARS C -0.94%
CVLT B -0.89%
YELP C -0.86%
FICO B -0.81%
PSTG D -0.79%
STX C -0.79%
JWN D -0.76%
DDS B -0.75%
WDC D -0.74%
VRTX D -0.68%
DLB B -0.66%
PRGS A -0.66%
MTCH D -0.6%
NFLX A -0.6%
CRUS D -0.57%
TRIP F -0.57%
AXNX A -0.57%
PI D -0.56%
ELV F -0.53%
OLED F -0.53%
M F -0.53%
MTD F -0.53%
PANW B -0.52%
CORT B -0.49%
PINS F -0.49%
MPWR F -0.48%
BRK.A B -0.44%
AMED F -0.43%
SNAP D -0.42%
ACI C -0.41%
OLLI D -0.41%
GEN B -0.41%
VRNS D -0.39%
QLYS B -0.38%
IAC F -0.36%
CALM A -0.36%
CRWD B -0.35%
ISRG A -0.35%
IRM C -0.35%
ON D -0.34%
CW C -0.34%
UBER F -0.34%
MTSI B -0.34%
XRX F -0.33%
DIOD D -0.32%
EDR A -0.31%
UTHR C -0.3%
HEI A -0.28%
GRMN B -0.28%
MCRI A -0.28%
YUM D -0.28%
GDDY A -0.27%
SMTC B -0.26%
PTC B -0.26%
KTB B -0.26%
RCL A -0.25%
EXEL B -0.25%
OGN F -0.25%
TENB C -0.24%
INCY C -0.24%
SNPS B -0.24%
JHG B -0.24%
MSGS A -0.24%
COLL F -0.24%
COR B -0.24%
WMK C -0.23%
ZUO B -0.23%
RMD C -0.22%
POWI F -0.22%
NYT D -0.22%
ITCI C -0.21%
TDG D -0.21%
LRN A -0.21%
PRG C -0.21%
HLT A -0.21%
TYL B -0.21%
EHC B -0.21%
BJ A -0.2%
SMCI F -0.2%
LAMR C -0.2%
CNC D -0.2%
WAT C -0.2%
ACIW B -0.2%
CRDO B -0.19%
BOX B -0.18%
ZETA D -0.18%
FCNCA A -0.18%
KVUE A -0.18%
APP B -0.18%
PSMT D -0.17%
ANSS B -0.16%
FSLR F -0.16%
LOPE C -0.16%
ADUS D -0.16%
APPN B -0.16%
CRVL B -0.16%
UPBD B -0.16%
AMD F -0.16%
QRVO F -0.16%
CHE D -0.16%
IMKTA C -0.16%
VICI C -0.15%
SFM A -0.15%
MMSI A -0.15%
TDC D -0.15%
PDCO F -0.14%
WGO C -0.14%
ALKT B -0.14%
SHOO F -0.13%
AGYS A -0.13%
TROW B -0.13%
WSM C -0.12%
BKE B -0.12%
SHO D -0.12%
JXN C -0.12%
LZB B -0.11%
MOG.A B -0.11%
HOLX D -0.11%
VEEV C -0.1%
PJT A -0.1%
HIMS B -0.1%
KLG B -0.09%
ETSY D -0.09%
THO B -0.08%
VTRS A -0.08%
F C -0.08%
DFIN D -0.08%
GOLF B -0.08%
IDXX F -0.08%
PINC B -0.07%
FTDR B -0.07%
DOCU B -0.07%
BPOP C -0.07%
DOCS C -0.07%
PRDO B -0.06%
CPRX C -0.06%
NWL C -0.06%
VSTO A -0.06%
ABNB C -0.06%
EVR B -0.06%
OFG B -0.06%
ZS B -0.05%
FHI B -0.05%
LMAT A -0.05%
LNTH D -0.05%
EPC F -0.05%
NRG B -0.04%
VCTR B -0.04%
CBRE B -0.04%
PBH A -0.04%
APO B -0.04%
WOR F -0.04%
CASY A -0.04%
HLI A -0.04%
LTC B -0.03%
PFBC B -0.03%
CTRE C -0.03%
SNEX B -0.03%
CNK C -0.03%
BRBR A -0.03%
MORN B -0.03%
LYV A -0.03%
MANH D -0.03%
BCO F -0.03%
COLM C -0.02%
TNL A -0.02%
CASH B -0.02%
ANIP F -0.01%
UE B -0.01%
PIPR A -0.01%
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