SFY vs. HLGE ETF Comparison

Comparison of SoFi Select 500 ETF (SFY) to Hartford Longevity Economy ETF (HLGE)

SFY

SoFi Select 500 ETF

SFY Description

The investment seeks to track the performance, before fees and expenses, of the Solactive SoFi US 500 Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index follows a rules-based methodology that tracks the performance of 500 of the largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors.

Grade (RS Rating)

Last Trade

$104.33

Average Daily Volume

48,674

Number of Holdings ^*

489

* 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

$31.18

Average Daily Volume

425

Number of Holdings ^*

340

* may have additional holdings in another (foreign) market

Performance

Period	SFY	HLGE
30 Days	6.46%	-0.72%
60 Days	13.96%	5.16%
90 Days	2.89%	2.10%
12 Months	39.63%	31.02%

203 Overlapping Holdings

Symbol	Grade	Weight in SFY	Weight in HLGE	Overlap
A	B	0.05%	0.4%	0.05%
AAPL	C	4.05%	0.83%	0.83%
ABBV	C	0.55%	0.4%	0.4%
ABNB	D	0.11%	0.06%	0.06%
ABT	C	0.21%	0.33%	0.21%
ACGL	A	0.11%	0.06%	0.06%
ADBE	F	0.37%	0.13%	0.13%
ADI	B	0.11%	0.65%	0.11%
ADSK	B	0.09%	0.25%	0.09%
AEE	A	0.02%	0.06%	0.02%
AEP	C	0.06%	0.15%	0.06%
AFL	A	0.07%	0.16%	0.07%
AIG	C	0.04%	0.06%	0.04%
ALL	A	0.22%	0.02%	0.02%
AMD	C	0.8%	0.19%	0.19%
AMGN	D	0.22%	0.34%	0.22%
AMP	A	0.07%	0.13%	0.07%
AMZN	C	8.78%	0.95%	0.95%
ANSS	D	0.04%	0.15%	0.04%
APO	A	0.26%	0.03%	0.03%
APP	A	0.09%	0.09%	0.09%
AVB	C	0.04%	0.18%	0.04%
AVGO	B	1.43%	0.53%	0.53%
AXP	A	0.33%	0.25%	0.25%
BAC	B	0.79%	0.33%	0.33%
BBY	C	0.02%	0.11%	0.02%
BDX	C	0.11%	0.15%	0.11%
BK	A	0.16%	0.49%	0.16%
BKNG	B	0.29%	0.63%	0.29%
BLK	A	0.19%	0.17%	0.17%
BMY	A	0.12%	0.32%	0.12%
BRK.A	B	1.79%	0.44%	0.44%
BSX	A	0.26%	0.51%	0.26%
C	B	0.31%	0.4%	0.31%
CAH	B	0.07%	0.06%	0.06%
CB	A	0.21%	0.25%	0.21%
CBRE	C	0.05%	0.04%	0.04%
CDNS	D	0.13%	0.25%	0.13%
CFG	C	0.03%	0.03%	0.03%
CHD	D	0.04%	0.13%	0.04%
CHTR	D	0.05%	0.07%	0.05%
CI	D	0.13%	0.39%	0.13%
CINF	A	0.08%	0.2%	0.08%
CL	D	0.12%	0.77%	0.12%
CMCSA	B	0.26%	0.51%	0.26%
CNC	F	0.07%	0.26%	0.07%
COF	A	0.1%	0.15%	0.1%
COST	C	0.52%	0.5%	0.5%
CRWD	D	0.36%	0.28%	0.28%
CVS	D	0.15%	0.01%	0.01%
DELL	C	0.04%	0.81%	0.04%
DGX	D	0.02%	0.16%	0.02%
DHI	C	0.08%	0.12%	0.08%
DHR	D	0.18%	0.18%	0.18%
DIS	D	0.29%	0.04%	0.04%
DOCU	A	0.05%	0.06%	0.05%
DTE	B	0.02%	0.09%	0.02%
DUK	C	0.1%	0.33%	0.1%
EA	D	0.05%	0.42%	0.05%
EBAY	A	0.07%	1.08%	0.07%
ED	C	0.04%	0.11%	0.04%
EIX	C	0.04%	0.11%	0.04%
ELV	F	0.17%	0.68%	0.17%
EQR	C	0.03%	0.13%	0.03%
ETR	A	0.03%	0.26%	0.03%
F	D	0.1%	0.08%	0.08%
FCNCA	D	0.13%	0.15%	0.13%
FE	C	0.04%	0.16%	0.04%
FICO	C	0.07%	0.68%	0.07%
FITB	C	0.06%	0.34%	0.06%
FSLR	C	0.13%	0.2%	0.13%
FTNT	A	0.11%	0.59%	0.11%
GD	C	0.11%	0.38%	0.11%
GDDY	B	0.04%	0.23%	0.04%
GILD	A	0.14%	0.5%	0.14%
GIS	C	0.05%	0.1%	0.05%
GM	D	0.07%	0.59%	0.07%
GOOGL	B	1.28%	1.0%	1.0%
GRMN	D	0.04%	0.23%	0.04%
GS	B	0.44%	0.45%	0.44%
HBAN	B	0.04%	0.23%	0.04%
HCA	C	0.14%	0.47%	0.14%
HD	A	0.43%	0.69%	0.43%
HLT	A	0.1%	0.2%	0.1%
HOLX	D	0.02%	0.12%	0.02%
HON	C	0.17%	0.21%	0.17%
HPE	B	0.04%	0.85%	0.04%
HPQ	B	0.04%	0.8%	0.04%
HSY	D	0.04%	0.19%	0.04%
HUM	F	0.06%	0.26%	0.06%
ICE	A	0.14%	0.11%	0.11%
IDXX	D	0.06%	0.1%	0.06%
INCY	B	0.03%	0.21%	0.03%
INTC	D	0.16%	0.22%	0.16%
INTU	F	0.3%	0.29%	0.29%
IRM	B	0.05%	0.38%	0.05%
ISRG	C	0.3%	0.32%	0.3%
JNJ	D	0.44%	0.78%	0.44%
JPM	C	1.63%	0.31%	0.31%
KMB	D	0.06%	0.33%	0.06%
KO	C	0.39%	0.48%	0.39%
KR	C	0.05%	0.53%	0.05%
KVUE	C	0.06%	0.18%	0.06%
LHX	A	0.07%	0.11%	0.07%
LLY	D	1.64%	0.6%	0.6%
LMT	A	0.18%	0.62%	0.18%
LOW	C	0.16%	0.75%	0.16%
LYV	A	0.07%	0.03%	0.03%
MCD	A	0.31%	0.03%	0.03%
MCHP	F	0.05%	0.72%	0.05%
MCK	F	0.09%	0.57%	0.09%
MCO	D	0.12%	0.4%	0.12%
MDLZ	D	0.16%	0.04%	0.04%
MDT	C	0.16%	0.3%	0.16%
MET	A	0.09%	0.08%	0.08%
META	A	2.78%	1.08%	1.08%
MKL	B	0.09%	0.04%	0.04%
MMM	C	0.08%	0.02%	0.02%
MPWR	B	0.06%	0.77%	0.06%
MRK	F	1.08%	0.54%	0.54%
MRVL	C	0.07%	0.03%	0.03%
MS	A	0.42%	0.35%	0.35%
MSFT	D	4.87%	0.83%	0.83%
MTB	A	0.07%	0.36%	0.07%
MTD	C	0.03%	0.65%	0.03%
MU	D	0.1%	0.39%	0.1%
NFLX	A	0.53%	0.52%	0.52%
NOC	B	0.1%	0.19%	0.1%
NOW	B	0.67%	0.75%	0.67%
NTAP	D	0.03%	0.83%	0.03%
NVDA	B	15.24%	0.96%	0.96%
NVR	C	0.03%	0.34%	0.03%
O	C	0.1%	0.09%	0.09%
ON	F	0.03%	0.37%	0.03%
ORCL	A	0.74%	0.94%	0.74%
PANW	B	0.47%	0.45%	0.45%
PEG	A	0.05%	0.27%	0.05%
PEP	F	0.3%	0.35%	0.3%
PFE	D	0.22%	0.23%	0.22%
PG	D	0.49%	0.34%	0.34%
PGR	B	0.51%	0.2%	0.2%
PHM	C	0.03%	0.27%	0.03%
PINS	D	0.07%	0.56%	0.07%
PNC	C	0.15%	0.36%	0.15%
PPL	C	0.03%	0.22%	0.03%
PRU	B	0.07%	0.26%	0.07%
PTC	B	0.04%	0.24%	0.04%
QCOM	D	0.18%	0.92%	0.18%
QRVO	F	0.01%	0.25%	0.01%
RCL	B	0.15%	0.19%	0.15%
REGN	D	0.15%	0.59%	0.15%
RF	B	0.03%	0.26%	0.03%
RJF	B	0.04%	0.1%	0.04%
RMD	C	0.05%	0.22%	0.05%
ROP	D	0.1%	0.08%	0.08%
ROST	D	0.07%	0.18%	0.07%
RTX	A	0.24%	0.35%	0.24%
SNAP	D	0.01%	0.42%	0.01%
SNPS	F	0.15%	0.21%	0.15%
SO	A	0.09%	0.34%	0.09%
SPG	A	0.07%	0.17%	0.07%
SPGI	C	0.25%	0.15%	0.15%
SRE	C	0.06%	0.08%	0.06%
STE	D	0.1%	0.05%	0.05%
STT	A	0.06%	0.3%	0.06%
STX	C	0.02%	0.9%	0.02%
SWKS	F	0.02%	0.41%	0.02%
SYF	A	0.04%	0.2%	0.04%
SYK	C	0.22%	0.39%	0.22%
SYY	D	0.05%	0.28%	0.05%
T	B	0.28%	0.51%	0.28%
TDG	A	0.16%	0.24%	0.16%
TFC	D	0.17%	0.12%	0.12%
TGT	C	0.09%	0.37%	0.09%
TJX	D	0.18%	0.63%	0.18%
TMO	D	0.25%	0.39%	0.25%
TMUS	A	0.4%	0.62%	0.4%
TROW	D	0.03%	0.12%	0.03%
TSCO	A	0.03%	0.2%	0.03%
TXN	C	0.16%	0.92%	0.16%
TYL	D	0.03%	0.21%	0.03%
UBER	C	0.35%	0.36%	0.35%
UNH	B	0.81%	0.58%	0.58%
USB	C	0.17%	0.26%	0.17%
VEEV	C	0.05%	0.09%	0.05%
VICI	C	0.08%	0.16%	0.08%
VRSN	C	0.02%	0.07%	0.02%
VRTX	D	0.17%	0.68%	0.17%
VTR	C	0.03%	0.09%	0.03%
VTRS	D	0.05%	0.08%	0.05%
VZ	C	0.23%	0.39%	0.23%
WAT	B	0.02%	0.2%	0.02%
WBA	F	0.02%	0.05%	0.02%
WDC	C	0.02%	0.8%	0.02%
WEC	B	0.03%	0.04%	0.03%
WELL	C	0.15%	0.3%	0.15%
WFC	B	0.5%	0.31%	0.31%
WMT	A	0.92%	0.81%	0.81%
WSM	C	0.02%	0.14%	0.02%
YUM	C	0.05%	0.29%	0.05%
ZBH	F	0.05%	0.11%	0.05%
ZS	F	0.1%	0.04%	0.04%
ZTS	C	0.11%	0.46%	0.11%

SFY Overweight 286 Positions Relative to HLGE

Symbol	Grade	Weight
CRM	B	1.25%
GOOG	B	1.24%
TSLA	C	1.02%
MA	A	0.71%
GE	B	0.69%
V	B	0.65%
KKR	A	0.53%
XOM	A	0.49%
IBM	A	0.48%
CAT	A	0.31%
CEG	A	0.3%
CSCO	A	0.3%
LIN	C	0.29%
ANET	A	0.27%
ACN	B	0.27%
PM	D	0.26%
CVX	B	0.25%
PLD	D	0.25%
BA	F	0.21%
PLTR	A	0.21%
STZ	D	0.2%
ETN	B	0.2%
AMAT	C	0.2%
SQ	D	0.2%
SBUX	B	0.19%
NEE	C	0.19%
DDOG	B	0.19%
AMT	D	0.16%
WDAY	D	0.16%
SCHW	D	0.16%
MMC	D	0.16%
UNP	F	0.16%
GEV	A	0.16%
PH	A	0.15%
COIN	F	0.15%
DE	C	0.15%
ADP	A	0.15%
EQIX	C	0.14%
DASH	A	0.14%
LVS	B	0.14%
CMG	C	0.13%
TTD	A	0.13%
SHW	C	0.13%
NKE	D	0.13%
CCL	C	0.12%
TT	A	0.12%
GPN	F	0.12%
CTAS	C	0.12%
BX	C	0.12%
PYPL	A	0.12%
VRT	B	0.12%
MO	D	0.11%
ORLY	A	0.11%
ALNY	C	0.11%
MAR	A	0.11%
WM	B	0.11%
KLAC	B	0.11%
BKR	B	0.11%
MSI	A	0.11%
SLB	D	0.11%
CME	A	0.11%
AJG	C	0.11%
AON	A	0.1%
SCCO	B	0.1%
PCAR	D	0.1%
CMI	A	0.1%
ECL	C	0.1%
COP	D	0.1%
MNST	D	0.09%
CARR	A	0.09%
SNOW	F	0.09%
APH	D	0.09%
DLR	C	0.09%
SMCI	F	0.09%
RSG	D	0.09%
UPS	D	0.09%
ITW	C	0.09%
URI	C	0.09%
LRCX	D	0.09%
PSA	C	0.08%
MSCI	B	0.08%
CSX	D	0.08%
FDX	F	0.08%
PODD	C	0.08%
EXR	D	0.08%
JCI	C	0.08%
PWR	A	0.08%
FCX	B	0.08%
ARES	A	0.08%
BAX	D	0.08%
FIS	A	0.08%
TRV	B	0.08%
EOG	B	0.07%
DKNG	C	0.07%
IR	A	0.07%
NET	D	0.07%
DAL	C	0.07%
KDP	C	0.07%
HWM	A	0.07%
AZO	D	0.07%
CLX	C	0.07%
HUBS	D	0.07%
NEM	C	0.07%
DFS	A	0.07%
CPRT	B	0.07%
APD	C	0.07%
TEAM	D	0.07%
LNG	A	0.07%
GWW	B	0.07%
XYL	C	0.07%
DXCM	F	0.06%
IQV	F	0.06%
WMB	A	0.06%
EXC	C	0.06%
EW	F	0.06%
IT	A	0.06%
PSX	D	0.06%
AXON	A	0.06%
MPC	D	0.06%
GEHC	C	0.06%
ARE	D	0.06%
PAYX	B	0.06%
NSC	C	0.06%
PCG	C	0.06%
EMR	B	0.06%
DD	C	0.05%
WBD	F	0.05%
ROK	D	0.05%
RBLX	D	0.05%
VRSK	D	0.05%
VMC	D	0.05%
D	A	0.05%
EFX	D	0.05%
MDB	D	0.05%
MLM	F	0.05%
HIG	A	0.05%
VST	A	0.05%
NDAQ	C	0.05%
WAB	A	0.05%
CTVA	A	0.05%
FAST	C	0.05%
BRO	A	0.05%
OKE	A	0.05%
ZM	B	0.05%
NTRS	B	0.05%
RPRX	D	0.05%
ODFL	F	0.05%
LEN	C	0.05%
AME	C	0.05%
KHC	F	0.05%
OTIS	A	0.05%
CCI	D	0.05%
NUE	D	0.04%
BR	B	0.04%
MSTR	B	0.04%
TRU	C	0.04%
EXPE	B	0.04%
AWK	D	0.04%
ROL	C	0.04%
OXY	D	0.04%
XEL	C	0.04%
CSGP	F	0.04%
ERIE	A	0.04%
DECK	B	0.04%
FTV	C	0.04%
LDOS	A	0.04%
VLO	F	0.04%
WTW	C	0.04%
GLW	C	0.04%
EG	A	0.04%
ES	D	0.04%
UAL	A	0.04%
PPG	D	0.04%
KMI	A	0.04%
HES	D	0.04%
DOW	B	0.04%
SJM	D	0.04%
CTSH	B	0.04%
HAL	D	0.04%
TDY	A	0.03%
SSNC	C	0.03%
MKC	C	0.03%
ULTA	D	0.03%
WST	D	0.03%
LPLA	D	0.03%
DRI	C	0.03%
K	B	0.03%
ALGN	D	0.03%
J	F	0.03%
LYB	B	0.03%
BURL	C	0.03%
BIIB	F	0.03%
KEY	B	0.03%
EL	D	0.03%
DOV	C	0.03%
ILMN	B	0.03%
BMRN	F	0.03%
OKTA	F	0.03%
ADM	F	0.03%
CPAY	A	0.03%
TRGP	A	0.03%
KEYS	B	0.03%
LUV	B	0.03%
ENTG	D	0.03%
IFF	D	0.03%
BAH	C	0.03%
VLTO	A	0.03%
FANG	D	0.03%
INVH	D	0.03%
UDR	C	0.03%
WRB	C	0.03%
CBOE	B	0.03%
MOH	F	0.03%
SBAC	C	0.03%
HUBB	A	0.03%
CDW	D	0.03%
TTWO	D	0.03%
AES	C	0.03%
ZBRA	B	0.02%
TFX	C	0.02%
DPZ	D	0.02%
LKQ	F	0.02%
CSL	A	0.02%
ALB	D	0.02%
LNT	B	0.02%
MRNA	F	0.02%
CPB	D	0.02%
TER	C	0.02%
JKHY	A	0.02%
RS	D	0.02%
HST	D	0.02%
JBHT	D	0.02%
WLK	C	0.02%
AGR	C	0.02%
PAYC	D	0.02%
AVY	D	0.02%
STLD	C	0.02%
CNP	B	0.02%
HRL	F	0.02%
IEX	D	0.02%
DOC	C	0.02%
IP	C	0.02%
CAG	D	0.02%
BLDR	C	0.02%
TWLO	B	0.02%
CE	D	0.02%
CNA	D	0.02%
MGM	D	0.02%
PKG	B	0.02%
ATO	A	0.02%
SNA	C	0.02%
PFG	A	0.02%
MAS	C	0.02%
WPC	C	0.02%
CMS	A	0.02%
TSN	D	0.02%
WY	C	0.02%
BALL	C	0.02%
ESS	D	0.02%
GFS	F	0.02%
SWK	C	0.02%
LW	D	0.02%
DVN	F	0.02%
MAA	D	0.02%
GPC	D	0.02%
AKAM	D	0.02%
DG	F	0.02%
TXT	F	0.02%
FDS	C	0.02%
DLTR	F	0.02%
OMC	C	0.02%
SUI	D	0.02%
EXAS	C	0.02%
MOS	F	0.01%
CF	A	0.01%
KMX	F	0.01%
SOLV	C	0.01%
EMN	C	0.01%
BG	F	0.01%
CTRA	D	0.01%
EPAM	F	0.01%
ENPH	F	0.01%
BEN	F	0.01%
EXPD	D	0.01%
EVRG	C	0.01%
MRO	B	0.01%

SFY Underweight 137 Positions Relative to HLGE

Symbol	Grade	Weight
CARG	C	-1.0%
NXPI	F	-0.88%
CARS	F	-0.86%
YELP	D	-0.83%
CVLT	B	-0.8%
PSTG	F	-0.79%
MTCH	B	-0.74%
JWN	D	-0.73%
DLB	D	-0.7%
CRUS	D	-0.69%
PRGS	A	-0.67%
DDS	D	-0.67%
PI	A	-0.66%
OLED	B	-0.66%
TRIP	D	-0.57%
AXNX	A	-0.57%
M	D	-0.54%
AMED	D	-0.47%
OLLI	C	-0.44%
CORT	B	-0.43%
VRNS	B	-0.42%
ACI	F	-0.41%
XRX	D	-0.4%
IAC	C	-0.4%
DIOD	F	-0.38%
GEN	A	-0.38%
QLYS	F	-0.33%
COLL	A	-0.33%
OGN	F	-0.32%
EDR	A	-0.32%
CW	A	-0.32%
CALM	A	-0.31%
ZETA	B	-0.31%
MTSI	B	-0.3%
UTHR	C	-0.28%
HEI	C	-0.27%
MCRI	B	-0.26%
TENB	D	-0.24%
SMTC	C	-0.24%
KTB	C	-0.24%
COR	F	-0.23%
NYT	C	-0.23%
MSGS	A	-0.23%
HRB	C	-0.22%
POWI	F	-0.22%
EHC	C	-0.21%
LAMR	C	-0.21%
WMK	D	-0.21%
PRG	C	-0.21%
BJ	B	-0.2%
ZUO	F	-0.2%
JHG	A	-0.2%
ACIW	A	-0.19%
EXEL	B	-0.19%
CHE	D	-0.18%
ITCI	D	-0.18%
LRN	D	-0.18%
PSMT	A	-0.18%
BOX	C	-0.17%
KSS	D	-0.17%
ADUS	D	-0.17%
TDC	D	-0.16%
IMKTA	F	-0.16%
SHOO	A	-0.15%
FLO	D	-0.15%
NHI	C	-0.15%
MMSI	C	-0.15%
PDCO	F	-0.15%
CRVL	C	-0.15%
UPBD	F	-0.15%
WGO	D	-0.14%
CRDO	B	-0.14%
LOPE	D	-0.14%
APPN	C	-0.14%
SHO	B	-0.13%
ORI	A	-0.13%
AGYS	D	-0.12%
SFM	A	-0.12%
SQSP	A	-0.12%
ALKT	D	-0.12%
JXN	A	-0.11%
LZB	D	-0.11%
BKE	B	-0.11%
EQH	B	-0.11%
AVT	B	-0.11%
FOXA	B	-0.11%
JEF	A	-0.1%
COKE	C	-0.1%
MOG.A	C	-0.1%
SF	A	-0.1%
KLG	F	-0.09%
ETSY	F	-0.09%
DFIN	B	-0.09%
HIMS	C	-0.09%
BPOP	D	-0.08%
UNM	A	-0.08%
GOLF	F	-0.08%
THO	C	-0.08%
PJT	A	-0.08%
LNTH	C	-0.07%
EVR	C	-0.06%
EPC	F	-0.06%
PINC	F	-0.06%
FTDR	B	-0.06%
DOCS	A	-0.06%
OFG	D	-0.06%
WOR	F	-0.05%
LMAT	A	-0.05%
PRDO	D	-0.05%
NWL	D	-0.05%
AXS	A	-0.05%
SGH	D	-0.05%
VSTO	B	-0.05%
CPRX	C	-0.05%
NRG	A	-0.04%
HLI	A	-0.04%
CASY	D	-0.04%
BCO	C	-0.04%
FHI	A	-0.04%
CNK	D	-0.03%
LTC	D	-0.03%
BRBR	A	-0.03%
CTRE	C	-0.03%
MORN	B	-0.03%
MANH	A	-0.03%
VCTR	A	-0.03%
PBH	D	-0.03%
TNL	B	-0.02%
CASH	C	-0.02%
COLM	B	-0.02%
WHR	C	-0.02%
PFBC	D	-0.02%
SNEX	B	-0.02%
UE	C	-0.01%
ANIP	F	-0.01%
AMG	B	-0.01%
PIPR	A	-0.01%