SPYV vs. HLGE ETF Comparison

Comparison of SPDR S&P 500 Value ETF (based on S&P 500 Value Index) (SPYV) to Hartford Longevity Economy ETF (HLGE)

SPYV

SPDR S&P 500 Value ETF (based on S&P 500 Value Index)

SPYV Description

The investment seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an index that tracks the performance of large capitalization exchange traded U.S. equity securities exhibiting "value" characteristics. The fund employs a replication strategy in seeking to track the performance of the S&P 500 Value Index. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the large-capitalization value sector in the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$52.45

Average Daily Volume

3,365,531

Number of Holdings ^*

431

* 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	SPYV	HLGE
30 Days	3.09%	1.85%
60 Days	4.98%	3.29%
90 Days	7.70%	3.28%
12 Months	25.84%	28.68%

163 Overlapping Holdings

Symbol	Grade	Weight in SPYV	Weight in HLGE	Overlap
A	C	0.19%	0.38%	0.19%
ABBV	C	1.05%	0.4%	0.4%
ABNB	D	0.13%	0.06%	0.06%
ABT	C	0.99%	0.35%	0.35%
ADI	C	0.22%	0.66%	0.22%
ADSK	C	0.13%	0.25%	0.13%
AEE	C	0.11%	0.06%	0.06%
AEP	C	0.26%	0.15%	0.15%
AFL	C	0.27%	0.16%	0.16%
AIG	D	0.24%	0.06%	0.06%
ALL	B	0.24%	0.02%	0.02%
AMGN	B	0.86%	0.36%	0.36%
AMP	A	0.1%	0.12%	0.1%
ANSS	D	0.06%	0.15%	0.06%
AVB	B	0.16%	0.2%	0.16%
AXP	B	0.21%	0.25%	0.21%
BAC	D	1.28%	0.34%	0.34%
BBY	C	0.09%	0.11%	0.09%
BDX	D	0.33%	0.15%	0.15%
BK	B	0.25%	0.48%	0.25%
BLK	B	0.6%	0.15%	0.15%
BMY	C	0.48%	0.3%	0.3%
BRK.A	C	3.97%	0.44%	0.44%
BSX	B	0.27%	0.52%	0.27%
C	C	0.53%	0.38%	0.38%
CAH	C	0.13%	0.06%	0.06%
CB	B	0.57%	0.25%	0.25%
CBRE	A	0.17%	0.04%	0.04%
CFG	C	0.09%	0.03%	0.03%
CHD	D	0.07%	0.13%	0.07%
CHTR	D	0.09%	0.07%	0.07%
CI	C	0.5%	0.41%	0.41%
CINF	B	0.1%	0.2%	0.1%
CL	D	0.26%	0.81%	0.26%
CMCSA	D	0.75%	0.49%	0.49%
CNC	D	0.19%	0.27%	0.19%
COF	B	0.26%	0.15%	0.15%
COST	B	1.14%	0.53%	0.53%
CVS	D	0.35%	0.01%	0.01%
DGX	B	0.08%	0.16%	0.08%
DHR	B	0.87%	0.18%	0.18%
DIS	D	0.79%	0.03%	0.03%
DTE	C	0.13%	0.09%	0.09%
DUK	C	0.43%	0.34%	0.34%
EA	D	0.1%	0.43%	0.1%
EBAY	B	0.16%	1.06%	0.16%
ED	C	0.17%	0.11%	0.11%
EIX	C	0.16%	0.11%	0.11%
ELV	C	0.62%	0.74%	0.62%
EQR	B	0.13%	0.14%	0.13%
ETR	B	0.13%	0.25%	0.13%
ETSY	F	0.02%	0.09%	0.02%
F	F	0.2%	0.08%	0.08%
FE	C	0.11%	0.16%	0.11%
FITB	B	0.14%	0.33%	0.14%
FOXA	B	0.04%	0.11%	0.04%
FSLR	C	0.12%	0.2%	0.12%
GD	B	0.33%	0.37%	0.33%
GILD	B	0.5%	0.51%	0.5%
GIS	B	0.2%	0.1%	0.1%
GM	C	0.26%	0.62%	0.26%
GRMN	D	0.06%	0.25%	0.06%
GS	C	0.74%	0.45%	0.45%
HBAN	B	0.1%	0.24%	0.1%
HCA	B	0.19%	0.46%	0.19%
HD	B	1.14%	0.65%	0.65%
HOLX	B	0.09%	0.12%	0.09%
HON	D	0.65%	0.22%	0.22%
HPE	D	0.11%	0.74%	0.11%
HPQ	D	0.14%	0.78%	0.14%
HSY	C	0.09%	0.2%	0.09%
HUM	F	0.19%	0.31%	0.19%
ICE	C	0.45%	0.12%	0.12%
IDXX	C	0.09%	0.1%	0.09%
INCY	C	0.05%	0.2%	0.05%
INTC	F	0.4%	0.18%	0.18%
IRM	C	0.08%	0.37%	0.08%
ISRG	B	0.29%	0.33%	0.29%
JNJ	C	1.93%	0.82%	0.82%
JPM	D	2.88%	0.32%	0.32%
KMB	D	0.23%	0.33%	0.23%
KO	C	0.82%	0.47%	0.47%
KR	C	0.18%	0.52%	0.18%
KVUE	C	0.21%	0.18%	0.18%
LHX	C	0.21%	0.11%	0.11%
LMT	C	0.59%	0.59%	0.59%
LOW	B	0.7%	0.71%	0.7%
MCD	B	0.57%	0.03%	0.03%
MCHP	F	0.08%	0.73%	0.08%
MCK	F	0.32%	0.6%	0.32%
MCO	B	0.19%	0.41%	0.19%
MDLZ	B	0.28%	0.05%	0.05%
MDT	C	0.58%	0.31%	0.31%
MET	B	0.22%	0.08%	0.08%
MMM	B	0.36%	0.02%	0.02%
MRK	D	0.85%	0.56%	0.56%
MS	D	0.59%	0.33%	0.33%
MTB	B	0.13%	0.35%	0.13%
MTCH	C	0.05%	0.7%	0.05%
MTD	D	0.09%	0.62%	0.09%
MU	F	0.47%	0.35%	0.35%
NOC	B	0.35%	0.19%	0.19%
NRG	C	0.08%	0.03%	0.03%
NTAP	D	0.07%	0.82%	0.07%
NXPI	F	0.07%	0.87%	0.07%
O	C	0.26%	0.09%	0.09%
ON	D	0.08%	0.36%	0.08%
PEG	B	0.2%	0.25%	0.2%
PEP	C	0.76%	0.37%	0.37%
PFE	C	0.8%	0.24%	0.24%
PG	C	1.21%	0.35%	0.35%
PGR	B	0.35%	0.2%	0.2%
PNC	B	0.34%	0.36%	0.34%
PPL	C	0.11%	0.21%	0.11%
PRU	C	0.2%	0.26%	0.2%
PTC	D	0.04%	0.24%	0.04%
QCOM	D	0.43%	0.93%	0.43%
QRVO	F	0.05%	0.27%	0.05%
REGN	C	0.24%	0.67%	0.24%
RF	B	0.1%	0.26%	0.1%
RJF	C	0.11%	0.1%	0.1%
RMD	C	0.18%	0.24%	0.18%
ROP	C	0.16%	0.09%	0.09%
RTX	C	0.78%	0.34%	0.34%
SO	B	0.47%	0.34%	0.34%
SPG	B	0.16%	0.17%	0.16%
SPGI	B	0.45%	0.15%	0.15%
SRE	C	0.25%	0.07%	0.07%
STE	C	0.05%	0.05%	0.05%
STT	A	0.12%	0.29%	0.12%
STX	C	0.06%	0.85%	0.06%
SWKS	D	0.08%	0.44%	0.08%
SYF	C	0.09%	0.19%	0.09%
SYK	C	0.22%	0.41%	0.22%
SYY	D	0.19%	0.29%	0.19%
T	C	0.75%	0.51%	0.51%
TEL	D	0.13%	0.28%	0.13%
TFC	C	0.27%	0.13%	0.13%
TGT	C	0.33%	0.37%	0.33%
TJX	B	0.23%	0.65%	0.23%
TMO	B	0.71%	0.4%	0.4%
TMUS	C	0.51%	0.62%	0.51%
TROW	D	0.11%	0.12%	0.11%
TSCO	C	0.08%	0.2%	0.08%
TXN	C	0.55%	0.91%	0.55%
UNH	C	1.63%	0.59%	0.59%
USB	B	0.33%	0.26%	0.26%
VICI	C	0.17%	0.17%	0.17%
VRSN	D	0.04%	0.07%	0.04%
VRTX	D	0.22%	0.7%	0.22%
VTR	C	0.13%	0.09%	0.09%
VTRS	D	0.07%	0.08%	0.07%
VZ	B	0.9%	0.38%	0.38%
WAT	C	0.06%	0.18%	0.06%
WBA	F	0.03%	0.06%	0.03%
WDC	D	0.1%	0.77%	0.1%
WEC	C	0.15%	0.04%	0.04%
WELL	C	0.37%	0.31%	0.31%
WFC	D	0.87%	0.29%	0.29%
WMT	C	1.65%	0.81%	0.81%
YUM	D	0.1%	0.29%	0.1%
ZBH	F	0.1%	0.11%	0.1%
ZTS	C	0.19%	0.46%	0.19%

SPYV Overweight 268 Positions Relative to HLGE

Symbol	Grade	Weight
XOM	C	2.43%
CVX	D	1.16%
CSCO	C	0.98%
IBM	B	0.95%
NEE	C	0.83%
V	C	0.74%
PLD	C	0.59%
PM	C	0.59%
MA	B	0.55%
LIN	B	0.52%
GE	B	0.51%
ACN	C	0.49%
UPS	D	0.46%
SCHW	D	0.45%
MO	C	0.44%
UNP	C	0.41%
PYPL	B	0.36%
ADP	B	0.34%
CAT	B	0.34%
AMT	C	0.32%
FDX	C	0.31%
NEM	B	0.3%
APD	B	0.3%
SLB	F	0.28%
NSC	C	0.28%
EMR	D	0.28%
BA	F	0.26%
PSX	F	0.26%
TRV	C	0.26%
NKE	D	0.26%
MMC	C	0.26%
CCI	C	0.25%
CME	C	0.24%
FIS	B	0.23%
D	C	0.23%
JCI	B	0.23%
ETN	C	0.22%
SBUX	C	0.22%
DE	B	0.21%
SHW	B	0.21%
EQIX	C	0.21%
VLO	F	0.21%
WM	D	0.2%
KMI	B	0.2%
STZ	D	0.2%
CMI	C	0.2%
PCG	C	0.2%
KDP	B	0.19%
CTVA	B	0.19%
EXC	C	0.19%
ITW	C	0.18%
GEHC	C	0.18%
AON	B	0.18%
COP	D	0.18%
EXR	B	0.18%
CTSH	C	0.18%
HIG	B	0.17%
OXY	F	0.17%
DOW	D	0.17%
XEL	B	0.17%
CTAS	B	0.16%
GLW	C	0.16%
CSX	D	0.16%
CARR	B	0.16%
CEG	C	0.16%
PSA	B	0.16%
BKR	C	0.16%
WMB	B	0.16%
APH	D	0.16%
GEV	B	0.16%
DD	B	0.16%
NDAQ	A	0.15%
FCX	D	0.15%
DLR	B	0.15%
MSI	B	0.15%
ECL	B	0.15%
XYL	C	0.15%
AJG	D	0.15%
GPN	D	0.14%
KHC	C	0.14%
BIIB	F	0.14%
AWK	B	0.14%
BX	B	0.14%
ADM	D	0.14%
WAB	B	0.14%
PPG	D	0.14%
WTW	C	0.14%
KEYS	C	0.13%
EW	F	0.13%
IFF	B	0.13%
IQV	C	0.13%
ES	C	0.12%
VLTO	C	0.12%
LYB	D	0.12%
HAL	F	0.12%
DVN	F	0.12%
TT	B	0.12%
MPC	F	0.12%
DOV	B	0.12%
PAYX	C	0.12%
EFX	B	0.11%
OTIS	C	0.11%
WY	C	0.11%
EOG	D	0.11%
SW	B	0.11%
MRNA	F	0.11%
EL	F	0.1%
LEN	B	0.1%
FAST	C	0.1%
ESS	B	0.1%
TER	D	0.1%
AME	C	0.1%
OKE	B	0.1%
BAX	C	0.1%
ATO	B	0.1%
TDY	B	0.1%
CLX	C	0.1%
BALL	C	0.1%
CMS	C	0.1%
LDOS	B	0.1%
INVH	C	0.1%
MKC	C	0.1%
K	B	0.1%
CNP	C	0.09%
TSN	C	0.09%
AVY	C	0.09%
ORLY	C	0.09%
NTRS	A	0.09%
J	C	0.09%
RSG	D	0.09%
CSGP	D	0.09%
APTV	D	0.09%
DG	F	0.09%
PKG	B	0.09%
GPC	D	0.09%
MSCI	C	0.09%
ARE	C	0.09%
MAA	B	0.09%
OMC	B	0.09%
EQT	D	0.09%
HWM	B	0.08%
AMCR	B	0.08%
KIM	C	0.08%
DOC	C	0.08%
UAL	C	0.08%
EG	C	0.08%
TXT	D	0.08%
PH	B	0.08%
IP	B	0.08%
CDW	D	0.08%
WBD	D	0.08%
AZO	D	0.08%
LUV	C	0.08%
ZBRA	B	0.08%
WRB	C	0.08%
VRSK	D	0.08%
PFG	B	0.08%
PCAR	D	0.07%
NDSN	C	0.07%
BG	D	0.07%
JBHT	D	0.07%
TRMB	C	0.07%
EVRG	B	0.07%
UDR	C	0.07%
UHS	B	0.07%
DLTR	F	0.07%
MNST	D	0.07%
L	C	0.07%
IEX	D	0.07%
DFS	B	0.07%
NI	B	0.07%
SWK	B	0.07%
CAG	C	0.07%
LNT	B	0.07%
KEY	B	0.07%
ROK	D	0.07%
SBAC	C	0.07%
BXP	B	0.06%
TFX	C	0.06%
TECH	C	0.06%
CHRW	B	0.06%
EMN	B	0.06%
IPG	C	0.06%
HUBB	B	0.06%
KMX	D	0.06%
FFIV	B	0.06%
PWR	B	0.06%
REG	C	0.06%
TTWO	C	0.06%
NUE	F	0.06%
SJM	C	0.06%
JNPR	B	0.06%
DAL	C	0.06%
JKHY	B	0.06%
AES	C	0.06%
CPT	B	0.06%
SOLV	C	0.05%
TPR	C	0.05%
MKTX	C	0.05%
CPB	C	0.05%
NWSA	D	0.05%
PODD	B	0.05%
AIZ	B	0.05%
TAP	D	0.05%
CRL	F	0.05%
PNW	C	0.05%
HII	D	0.05%
ALB	D	0.05%
LKQ	F	0.05%
BR	D	0.05%
DXCM	F	0.05%
GWW	B	0.05%
EXPD	C	0.05%
CTLT	B	0.05%
MLM	D	0.05%
VMC	D	0.05%
BWA	D	0.04%
ALGN	D	0.04%
ALLE	B	0.04%
FMC	C	0.04%
AKAM	D	0.04%
MHK	C	0.04%
MAS	B	0.04%
CBOE	C	0.04%
ROL	C	0.04%
SNA	C	0.04%
MOS	F	0.04%
IR	C	0.04%
MOH	D	0.04%
DPZ	F	0.04%
FRT	C	0.04%
GL	C	0.04%
HSIC	C	0.04%
HAS	B	0.04%
DRI	B	0.04%
FDS	C	0.04%
ENPH	D	0.04%
HRL	C	0.04%
BRO	C	0.03%
POOL	C	0.03%
LVS	D	0.03%
JBL	D	0.03%
CTRA	D	0.03%
BEN	F	0.03%
BBWI	F	0.03%
ULTA	D	0.03%
STLD	F	0.03%
CF	C	0.03%
BIO	C	0.03%
MRO	C	0.03%
EPAM	F	0.03%
AAL	D	0.03%
IVZ	B	0.03%
LW	D	0.02%
CZR	C	0.02%
GNRC	D	0.02%
AOS	D	0.02%
DVA	B	0.02%
DAY	D	0.02%
PNR	B	0.02%
PAYC	D	0.02%
FOX	B	0.02%
HST	C	0.02%
CCL	C	0.02%
PARA	F	0.02%
MGM	F	0.01%
NWS	D	0.01%
RL	C	0.01%

SPYV Underweight 175 Positions Relative to HLGE

Symbol	Grade	Weight
META	B	-1.01%
NVDA	D	-1.0%
CARG	B	-0.98%
AMZN	C	-0.97%
GOOGL	D	-0.95%
ORCL	C	-0.93%
CARS	D	-0.9%
MSFT	C	-0.86%
YELP	F	-0.83%
AAPL	C	-0.83%
DELL	D	-0.82%
PSTG	F	-0.8%
CVLT	B	-0.8%
CRUS	D	-0.79%
JWN	C	-0.78%
NOW	B	-0.78%
MPWR	C	-0.78%
FICO	B	-0.68%
OLED	C	-0.67%
DLB	D	-0.66%
LLY	C	-0.64%
BKNG	C	-0.61%
DDS	F	-0.6%
FTNT	C	-0.59%
PRGS	C	-0.59%
AXNX	B	-0.58%
PI	B	-0.58%
TRIP	F	-0.55%
AVGO	C	-0.54%
M	F	-0.53%
SMCI	F	-0.51%
PINS	F	-0.51%
NFLX	B	-0.51%
PANW	D	-0.48%
AMED	C	-0.48%
OLLI	C	-0.45%
ACI	F	-0.43%
XRX	D	-0.41%
IAC	C	-0.41%
VRNS	C	-0.41%
SNAP	F	-0.38%
DIOD	F	-0.37%
OGN	D	-0.35%
UBER	C	-0.34%
QLYS	F	-0.33%
CORT	C	-0.33%
EDR	A	-0.32%
NVR	B	-0.32%
INTU	C	-0.32%
COLL	C	-0.31%
CW	B	-0.3%
ZETA	C	-0.29%
CALM	A	-0.28%
MTSI	D	-0.28%
HEI	B	-0.27%
CRWD	D	-0.27%
UTHR	C	-0.27%
PHM	B	-0.26%
CDNS	D	-0.26%
MCRI	C	-0.26%
NYT	C	-0.23%
GDDY	C	-0.23%
MSGS	B	-0.23%
SMTC	C	-0.23%
TENB	F	-0.23%
TDG	B	-0.23%
HRB	C	-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%
SNPS	D	-0.21%
WMK	C	-0.21%
EXEL	C	-0.2%
JHG	B	-0.2%
AMD	D	-0.19%
ROST	C	-0.19%
BJ	D	-0.19%
ITCI	D	-0.19%
HLT	B	-0.19%
ADUS	B	-0.18%
PSMT	B	-0.18%
LRN	B	-0.18%
BOX	C	-0.18%
ACIW	B	-0.18%
RCL	B	-0.18%
IMKTA	D	-0.17%
CHE	C	-0.17%
ADBE	F	-0.16%
KSS	F	-0.16%
CRVL	B	-0.15%
MMSI	B	-0.15%
PDCO	F	-0.15%
TDC	F	-0.15%
FLO	C	-0.15%
NHI	C	-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%
DHI	B	-0.12%
SQSP	A	-0.12%
AVT	C	-0.11%
EQH	C	-0.11%
BKE	B	-0.11%
SFM	B	-0.11%
AGYS	D	-0.11%
SF	A	-0.1%
DFIN	B	-0.1%
KLG	C	-0.1%
VEEV	C	-0.1%
JXN	A	-0.1%
COKE	C	-0.1%
MOG.A	B	-0.1%
LZB	C	-0.1%
JEF	B	-0.09%
PJT	B	-0.08%
BPOP	C	-0.08%
HIMS	D	-0.08%
GOLF	D	-0.08%
OFG	C	-0.07%
LNTH	D	-0.07%
APP	C	-0.07%
UNM	B	-0.07%
THO	D	-0.07%
CPRX	A	-0.06%
DOCS	B	-0.06%
VSTO	C	-0.06%
EPC	F	-0.06%
PINC	C	-0.06%
FTDR	B	-0.06%
ACGL	C	-0.06%
LMAT	C	-0.05%
PRDO	D	-0.05%
WOR	D	-0.05%
SGH	F	-0.05%
NWL	C	-0.05%
AXS	B	-0.05%
EVR	A	-0.05%
DOCU	C	-0.05%
PBH	B	-0.04%
HLI	B	-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%
MANH	B	-0.03%
VCTR	B	-0.03%
MRVL	C	-0.03%
TNL	D	-0.02%
CASH	B	-0.02%
WHR	D	-0.02%
COLM	C	-0.02%
PFBC	D	-0.02%
SNEX	B	-0.02%
UE	B	-0.01%
PIPR	B	-0.01%
CNK	C	-0.01%
SIRI	C	-0.0%