SUSA vs. HLGE ETF Comparison

Comparison of iShares MSCI USA ESG Select ETF (SUSA) to Hartford Longevity Economy ETF (HLGE)
SUSA

iShares MSCI USA ESG Select ETF

SUSA Description

iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.

Grade (RS Rating)

Last Trade

$124.71

Average Daily Volume

60,399

Number of Holdings *

175

* 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

$32.68

Average Daily Volume

469

Number of Holdings *

339

* may have additional holdings in another (foreign) market
Performance
Period SUSA HLGE
30 Days 4.04% 3.61%
60 Days 4.55% 3.94%
90 Days 6.30% 5.95%
12 Months 32.95% 29.57%
84 Overlapping Holdings
Symbol Grade Weight in SUSA Weight in HLGE Overlap
A D 0.37% 0.35% 0.35%
AAPL C 4.77% 0.82% 0.82%
ACGL D 0.23% 0.06% 0.06%
ADBE C 1.02% 0.14% 0.14%
ADSK A 0.84% 0.28% 0.28%
AMD F 0.55% 0.16% 0.16%
AMGN D 0.66% 0.3% 0.3%
ANSS B 0.24% 0.16% 0.16%
AVGO D 1.56% 0.53% 0.53%
AXP A 1.02% 0.27% 0.27%
BBY D 0.39% 0.1% 0.1%
BK A 0.67% 0.52% 0.52%
BKNG A 0.38% 0.74% 0.38%
CBRE B 0.42% 0.04% 0.04%
CDNS B 0.71% 0.28% 0.28%
CHD B 0.22% 0.13% 0.13%
COST B 0.57% 0.51% 0.51%
DGX A 0.45% 0.16% 0.16%
DHR F 0.6% 0.15% 0.15%
DIS B 0.62% 0.04% 0.04%
EA A 0.72% 0.47% 0.47%
ED D 0.27% 0.1% 0.1%
ELV F 0.52% 0.53% 0.52%
FSLR F 0.13% 0.16% 0.13%
GDDY A 0.39% 0.27% 0.27%
GILD C 1.14% 0.54% 0.54%
GIS D 0.74% 0.08% 0.08%
GOOGL C 2.0% 1.03% 1.03%
HBAN A 0.41% 0.28% 0.28%
HCA F 0.23% 0.39% 0.23%
HD A 1.68% 0.67% 0.67%
HOLX D 0.19% 0.11% 0.11%
HPE B 0.65% 0.89% 0.65%
HPQ A 0.21% 0.82% 0.21%
HUM C 0.08% 0.25% 0.08%
IDXX F 0.44% 0.08% 0.08%
INTC D 0.39% 0.23% 0.23%
INTU C 1.06% 0.33% 0.33%
IRM D 0.21% 0.35% 0.21%
KMB D 0.41% 0.3% 0.3%
KO D 1.62% 0.41% 0.41%
KR B 0.2% 0.54% 0.2%
LLY F 1.31% 0.52% 0.52%
LOW D 0.72% 0.73% 0.72%
MCO B 0.54% 0.4% 0.4%
MMM D 0.77% 0.02% 0.02%
MRK F 0.51% 0.46% 0.46%
MRVL B 0.19% 0.04% 0.04%
MS A 1.12% 0.44% 0.44%
MSFT F 4.66% 0.83% 0.83%
MTD D 0.12% 0.53% 0.12%
MU D 0.26% 0.38% 0.26%
NFLX A 0.49% 0.6% 0.49%
NOW A 0.91% 0.88% 0.88%
NVDA C 5.47% 1.17% 1.17%
NXPI D 0.44% 0.83% 0.44%
PANW C 0.31% 0.52% 0.31%
PEP F 0.81% 0.33% 0.33%
PG A 0.46% 0.32% 0.32%
PGR A 0.69% 0.2% 0.2%
PNC B 0.29% 0.41% 0.29%
PRU A 0.8% 0.27% 0.27%
PTC A 0.13% 0.26% 0.13%
QCOM F 0.29% 0.89% 0.29%
RCL A 0.14% 0.25% 0.14%
REGN F 0.08% 0.43% 0.08%
SNPS B 0.29% 0.24% 0.24%
SPGI C 0.59% 0.14% 0.14%
STE F 0.28% 0.04% 0.04%
STT A 0.13% 0.31% 0.13%
STX D 0.1% 0.79% 0.1%
SYF B 0.19% 0.25% 0.19%
TFC A 0.11% 0.13% 0.11%
TGT F 0.27% 0.37% 0.27%
TSCO D 0.25% 0.19% 0.19%
TXN C 1.28% 0.92% 0.92%
VRTX F 0.35% 0.68% 0.35%
VZ C 0.5% 0.34% 0.34%
WAT B 0.4% 0.2% 0.2%
WDC D 0.1% 0.74% 0.1%
WELL A 0.29% 0.3% 0.29%
WSM B 0.42% 0.12% 0.12%
ZBH C 0.22% 0.11% 0.11%
ZTS D 0.8% 0.41% 0.41%
SUSA Overweight 91 Positions Relative to HLGE
Symbol Grade Weight
GOOG C 1.91%
TSLA B 1.8%
OKE A 1.53%
TT A 1.5%
K A 1.38%
ECL D 1.3%
ADP B 1.29%
CRH A 1.19%
CRM B 1.18%
V A 0.99%
MA C 0.95%
PNR A 0.92%
LNG B 0.85%
AMAT F 0.81%
GWW B 0.78%
TRGP B 0.78%
EXPD D 0.77%
IBM C 0.76%
DECK A 0.74%
CSCO B 0.73%
ACN C 0.67%
CMI A 0.67%
FERG B 0.63%
GE D 0.59%
EQIX A 0.58%
CCI D 0.58%
CLX B 0.58%
CHRW C 0.57%
BR A 0.54%
XYL D 0.51%
WDAY B 0.51%
BKR B 0.51%
LKQ D 0.49%
AXON A 0.48%
VLTO D 0.47%
LRCX F 0.46%
TRV B 0.45%
BG F 0.45%
LII A 0.44%
ES D 0.4%
AMT D 0.36%
EW C 0.34%
SLB C 0.34%
KEYS A 0.34%
TWLO A 0.31%
ANET C 0.31%
JCI C 0.3%
MMC B 0.29%
VLO C 0.28%
DVA B 0.27%
FIS C 0.27%
NDAQ A 0.26%
TRMB B 0.25%
WST C 0.23%
CARR D 0.21%
TEAM A 0.2%
COO D 0.2%
HUBS A 0.19%
MELI D 0.19%
LH C 0.18%
NEM D 0.18%
MOH F 0.18%
NTRS A 0.18%
CNH C 0.17%
FDS B 0.16%
IFF D 0.15%
BALL D 0.14%
ALNY D 0.14%
CAT B 0.13%
KDP D 0.13%
MDB C 0.13%
PWR A 0.12%
MKC D 0.12%
SOLV C 0.11%
IPG D 0.11%
LULU C 0.11%
NI A 0.11%
FBIN D 0.11%
NUE C 0.11%
OC A 0.11%
APTV D 0.1%
DXCM D 0.1%
IT C 0.1%
RIVN F 0.09%
LIN D 0.09%
PPG F 0.09%
SNOW C 0.09%
BIIB F 0.08%
AVTR F 0.08%
KHC F 0.08%
AKAM D 0.08%
SUSA Underweight 255 Positions Relative to HLGE
Symbol Grade Weight
CARG C -1.18%
META D -1.06%
AMZN C -1.05%
ORCL B -1.03%
EBAY D -1.01%
DELL C -0.94%
CARS B -0.94%
CVLT B -0.89%
YELP C -0.86%
WMT A -0.82%
FICO B -0.81%
PSTG D -0.79%
NTAP C -0.79%
JWN C -0.76%
DDS B -0.75%
GM B -0.74%
JNJ D -0.73%
FTNT C -0.72%
TMUS B -0.7%
MCK B -0.68%
CL D -0.67%
DLB B -0.66%
PRGS A -0.66%
TJX A -0.63%
MCHP F -0.6%
ADI D -0.6%
MTCH D -0.6%
UNH C -0.57%
CRUS D -0.57%
TRIP F -0.57%
AXNX C -0.57%
PI D -0.56%
CMCSA B -0.54%
LMT D -0.54%
OLED D -0.53%
GS A -0.53%
M D -0.53%
BSX B -0.52%
T A -0.5%
CORT B -0.49%
PINS D -0.49%
MPWR F -0.48%
BRK.A B -0.44%
C A -0.44%
AMED F -0.43%
MTB A -0.43%
SNAP C -0.42%
ACI C -0.41%
OLLI D -0.41%
GEN B -0.41%
SYK C -0.4%
VRNS D -0.39%
WFC A -0.39%
QLYS C -0.38%
BAC A -0.38%
FITB A -0.37%
JPM A -0.36%
IAC D -0.36%
CALM A -0.36%
SWKS F -0.36%
CRWD B -0.35%
BMY B -0.35%
ISRG A -0.35%
CI F -0.35%
GD F -0.35%
ON D -0.34%
CW B -0.34%
UBER D -0.34%
MTSI B -0.34%
XRX F -0.33%
TMO F -0.33%
ABT B -0.33%
ABBV D -0.33%
SO D -0.32%
DIOD D -0.32%
RTX C -0.32%
DUK C -0.31%
EDR A -0.31%
UTHR C -0.3%
NVR D -0.3%
RF A -0.29%
HEI B -0.28%
GRMN B -0.28%
MCRI A -0.28%
YUM B -0.28%
ETR B -0.28%
MDT D -0.28%
USB A -0.28%
SYY B -0.27%
SMTC B -0.26%
KTB B -0.26%
EXEL B -0.25%
PEG A -0.25%
OGN D -0.25%
TENB C -0.24%
INCY C -0.24%
JHG A -0.24%
MSGS A -0.24%
CB C -0.24%
COLL F -0.24%
COR B -0.24%
WMK C -0.23%
ZUO B -0.23%
HON B -0.23%
PHM D -0.23%
RMD C -0.22%
POWI D -0.22%
NYT C -0.22%
PFE D -0.21%
PPL B -0.21%
ITCI C -0.21%
CINF A -0.21%
TDG D -0.21%
LRN A -0.21%
PRG C -0.21%
HLT A -0.21%
TYL C -0.21%
EHC B -0.21%
BJ A -0.2%
SMCI F -0.2%
LAMR D -0.2%
HRB D -0.2%
CNC D -0.2%
ACIW B -0.2%
COF B -0.19%
CRDO B -0.19%
BOX B -0.18%
SPG B -0.18%
ZETA D -0.18%
FCNCA A -0.18%
KVUE A -0.18%
APP B -0.18%
BLK C -0.18%
AVB B -0.18%
ROST C -0.17%
HSY F -0.17%
NOC D -0.17%
PSMT C -0.17%
LOPE B -0.16%
ADUS D -0.16%
APPN B -0.16%
CRVL A -0.16%
UPBD B -0.16%
QRVO F -0.16%
CHE D -0.16%
IMKTA C -0.16%
VICI C -0.15%
KSS F -0.15%
SFM A -0.15%
AMP A -0.15%
AFL B -0.15%
MMSI B -0.15%
TDC D -0.15%
ORI A -0.14%
FOXA B -0.14%
NHI D -0.14%
PDCO D -0.14%
FLO D -0.14%
WGO C -0.14%
ALKT B -0.14%
FE C -0.14%
EQR B -0.13%
SF B -0.13%
SHOO D -0.13%
AGYS A -0.13%
RJF A -0.13%
AEP D -0.13%
TROW B -0.13%
BDX F -0.13%
BKE B -0.12%
SHO C -0.12%
JXN C -0.12%
EQH B -0.12%
ICE C -0.11%
LZB B -0.11%
AVT C -0.11%
MOG.A B -0.11%
JEF A -0.11%
LHX C -0.11%
VEEV C -0.1%
PJT A -0.1%
EIX B -0.1%
HIMS C -0.1%
DHI D -0.1%
KLG C -0.09%
ETSY D -0.09%
COKE C -0.09%
UNM A -0.09%
O D -0.08%
CHTR C -0.08%
SRE A -0.08%
THO B -0.08%
DTE C -0.08%
VTRS A -0.08%
MET A -0.08%
F C -0.08%
DFIN D -0.08%
GOLF B -0.08%
VTR C -0.08%
ROP B -0.08%
PINC B -0.07%
VRSN F -0.07%
FTDR A -0.07%
DOCU A -0.07%
BPOP B -0.07%
DOCS C -0.07%
AXS A -0.06%
PRDO B -0.06%
CPRX C -0.06%
AIG B -0.06%
NWL B -0.06%
VSTO A -0.06%
AEE A -0.06%
ABNB C -0.06%
CAH B -0.06%
EVR B -0.06%
OFG B -0.06%
ZS C -0.05%
FHI A -0.05%
LMAT A -0.05%
LNTH D -0.05%
WBA F -0.05%
EPC D -0.05%
NRG B -0.04%
WEC A -0.04%
MDLZ F -0.04%
VCTR B -0.04%
PBH A -0.04%
APO B -0.04%
MKL A -0.04%
WOR F -0.04%
CASY A -0.04%
HLI B -0.04%
LTC B -0.03%
PFBC B -0.03%
CTRE D -0.03%
SNEX B -0.03%
CNK B -0.03%
BRBR A -0.03%
MORN B -0.03%
LYV A -0.03%
MCD D -0.03%
MANH D -0.03%
CFG B -0.03%
BCO D -0.03%
COLM B -0.02%
TNL A -0.02%
CASH A -0.02%
WHR B -0.02%
ALL A -0.02%
ANIP F -0.01%
UE C -0.01%
AMG B -0.01%
CVS D -0.01%
PIPR B -0.01%
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