USCL vs. HLGE ETF Comparison

Comparison of iShares Climate Conscious & Transition MSCI USA ETF (USCL) to Hartford Longevity Economy ETF (HLGE)
USCL

iShares Climate Conscious & Transition MSCI USA ETF

USCL Description

The fund generally will invest at least 90% of its assets in the component securities of the underlying index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$71.65

Average Daily Volume

2,806

Number of Holdings *

296

* 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 USCL HLGE
30 Days 3.79% 3.61%
60 Days 5.19% 3.94%
90 Days 7.34% 5.95%
12 Months 35.52% 29.57%
122 Overlapping Holdings
Symbol Grade Weight in USCL Weight in HLGE Overlap
A D 0.1% 0.35% 0.1%
AAPL C 5.23% 0.82% 0.82%
ABBV D 0.81% 0.33% 0.33%
ABNB C 0.16% 0.06% 0.06%
ABT B 0.54% 0.33% 0.33%
ACGL D 0.1% 0.06% 0.06%
ADBE C 0.63% 0.14% 0.14%
ADI D 0.28% 0.6% 0.28%
ADSK A 0.18% 0.28% 0.18%
AEP D 0.13% 0.13% 0.13%
AIG B 0.14% 0.06% 0.06%
AMD F 0.61% 0.16% 0.16%
AMGN D 0.43% 0.3% 0.3%
AMZN C 5.13% 1.05% 1.05%
ANSS B 0.08% 0.16% 0.08%
APO B 0.18% 0.04% 0.04%
AVB B 0.09% 0.18% 0.09%
AVGO D 2.04% 0.53% 0.53%
AXP A 0.45% 0.27% 0.27%
BAC A 0.87% 0.38% 0.38%
BK A 0.16% 0.52% 0.16%
BKNG A 0.46% 0.74% 0.46%
BLK C 0.42% 0.18% 0.18%
BMY B 0.32% 0.35% 0.32%
BSX B 0.35% 0.52% 0.35%
CB C 0.3% 0.24% 0.24%
CBRE B 0.11% 0.04% 0.04%
CDNS B 0.22% 0.28% 0.22%
CHD B 0.07% 0.13% 0.07%
CHTR C 0.1% 0.08% 0.08%
CL D 0.19% 0.67% 0.19%
CMCSA B 0.46% 0.54% 0.46%
CRWD B 0.21% 0.35% 0.21%
CVS D 0.19% 0.01% 0.01%
DELL C 0.1% 0.94% 0.1%
DHR F 0.43% 0.15% 0.15%
DIS B 0.54% 0.04% 0.04%
DUK C 0.23% 0.31% 0.23%
EBAY D 0.08% 1.01% 0.08%
ED D 0.09% 0.1% 0.09%
EQR B 0.07% 0.13% 0.07%
F C 0.12% 0.08% 0.08%
FSLR F 0.05% 0.16% 0.05%
FTNT C 0.17% 0.72% 0.17%
GEN B 0.05% 0.41% 0.05%
GILD C 0.31% 0.54% 0.31%
GIS D 0.1% 0.08% 0.08%
GM B 0.18% 0.74% 0.18%
GOOGL C 2.33% 1.03% 1.03%
GRMN B 0.09% 0.28% 0.09%
GS A 0.51% 0.53% 0.51%
HD A 1.09% 0.67% 0.67%
HLT A 0.17% 0.21% 0.17%
HPE B 0.07% 0.89% 0.07%
HSY F 0.07% 0.17% 0.07%
HUM C 0.09% 0.25% 0.09%
ICE C 0.24% 0.11% 0.11%
IDXX F 0.09% 0.08% 0.08%
INCY C 0.03% 0.24% 0.03%
INTC D 0.29% 0.23% 0.23%
INTU C 0.53% 0.33% 0.33%
JNJ D 0.99% 0.73% 0.73%
JPM A 1.88% 0.36% 0.36%
KMB D 0.12% 0.3% 0.12%
KO D 0.69% 0.41% 0.41%
LLY F 1.72% 0.52% 0.52%
MANH D 0.05% 0.03% 0.03%
MCD D 0.58% 0.03% 0.03%
MCK B 0.21% 0.68% 0.21%
MCO B 0.21% 0.4% 0.21%
MDLZ F 0.24% 0.04% 0.04%
META D 3.42% 1.06% 1.06%
MMM D 0.2% 0.02% 0.02%
MRK F 0.67% 0.46% 0.46%
MS A 0.44% 0.44% 0.44%
MSFT F 4.42% 0.83% 0.83%
MTCH D 0.02% 0.6% 0.02%
MTD D 0.07% 0.53% 0.07%
NFLX A 0.98% 0.6% 0.6%
NOW A 0.58% 0.88% 0.58%
NVDA C 6.73% 1.17% 1.17%
O D 0.13% 0.08% 0.08%
ORCL B 0.84% 1.03% 0.84%
PANW C 0.35% 0.52% 0.35%
PEG A 0.12% 0.25% 0.12%
PEP F 0.61% 0.33% 0.33%
PFE D 0.4% 0.21% 0.21%
PG A 1.07% 0.32% 0.32%
PGR A 0.41% 0.2% 0.2%
PINS D 0.05% 0.49% 0.05%
PTC A 0.06% 0.26% 0.06%
QCOM F 0.49% 0.89% 0.49%
REGN F 0.23% 0.43% 0.23%
ROP B 0.16% 0.08% 0.08%
SNAP C 0.03% 0.42% 0.03%
SNPS B 0.23% 0.24% 0.23%
SO D 0.26% 0.32% 0.26%
SPG B 0.16% 0.18% 0.16%
SPGI C 0.44% 0.14% 0.14%
SRE A 0.16% 0.08% 0.08%
STT A 0.08% 0.31% 0.08%
T A 0.43% 0.5% 0.43%
TGT F 0.19% 0.37% 0.19%
TMO F 0.55% 0.33% 0.33%
TMUS B 0.34% 0.7% 0.34%
TROW B 0.07% 0.13% 0.07%
TXN C 0.51% 0.92% 0.51%
UBER D 0.36% 0.34% 0.34%
UNH C 1.47% 0.57% 0.57%
USB A 0.21% 0.28% 0.21%
VICI C 0.09% 0.15% 0.09%
VRTX F 0.34% 0.68% 0.34%
VZ C 0.46% 0.34% 0.34%
WAT B 0.06% 0.2% 0.06%
WELL A 0.22% 0.3% 0.22%
WFC A 0.69% 0.39% 0.39%
WMT A 1.01% 0.82% 0.82%
WSM B 0.05% 0.12% 0.05%
YUM B 0.1% 0.28% 0.1%
ZBH C 0.06% 0.11% 0.06%
ZS C 0.05% 0.05% 0.05%
ZTS D 0.22% 0.41% 0.22%
USCL Overweight 174 Positions Relative to HLGE
Symbol Grade Weight
TSLA B 2.41%
GOOG C 2.03%
XOM B 1.46%
V A 1.31%
MA C 1.17%
CRM B 0.87%
CVX A 0.77%
CSCO B 0.63%
ACN C 0.61%
LIN D 0.59%
IBM C 0.52%
CAT B 0.51%
NEE D 0.42%
UNP C 0.39%
ETN A 0.39%
COP C 0.36%
BX A 0.35%
SCHW B 0.33%
FI A 0.33%
ADP B 0.33%
PLTR B 0.32%
MMC B 0.3%
SBUX A 0.3%
PLD D 0.29%
DE A 0.28%
UPS C 0.26%
NKE D 0.25%
TT A 0.25%
SHW A 0.25%
WM A 0.24%
AMT D 0.24%
MELI D 0.23%
PYPL B 0.23%
EQIX A 0.23%
CME A 0.22%
ITW B 0.22%
CMG B 0.22%
EOG A 0.21%
CTAS B 0.21%
AON A 0.2%
EMR A 0.2%
CRH A 0.19%
MAR B 0.19%
CSX B 0.19%
CEG D 0.19%
AJG B 0.18%
FDX B 0.18%
FCX D 0.17%
SLB C 0.17%
OKE A 0.17%
ECL D 0.17%
WDAY B 0.16%
DLR B 0.16%
TRV B 0.16%
NSC B 0.16%
PCAR B 0.16%
JCI C 0.15%
CMI A 0.14%
KMI A 0.14%
RSG A 0.13%
SQ B 0.13%
NEM D 0.13%
D C 0.13%
WCN A 0.13%
PWR A 0.13%
PAYX C 0.13%
FIS C 0.13%
CPRT A 0.13%
BKR B 0.12%
ODFL B 0.12%
DFS B 0.12%
AME A 0.12%
CCI D 0.12%
SNOW C 0.11%
STZ D 0.11%
EW C 0.11%
CTVA C 0.11%
TEAM A 0.11%
CTSH B 0.11%
HES B 0.11%
VRSK A 0.11%
MNST C 0.11%
IT C 0.11%
NUE C 0.1%
MLM B 0.1%
KDP D 0.1%
IQV D 0.1%
EXC C 0.1%
XEL A 0.1%
LULU C 0.1%
WTW B 0.09%
EFX F 0.09%
FANG D 0.09%
ROK B 0.09%
HUBS A 0.09%
OXY D 0.09%
NDAQ A 0.09%
HIG B 0.09%
DD D 0.09%
WAB B 0.09%
NET B 0.08%
DOV A 0.08%
PPG F 0.08%
GPN B 0.08%
XYL D 0.08%
HUBB B 0.07%
WST C 0.07%
AWK D 0.07%
FTV C 0.07%
DECK A 0.07%
BR A 0.07%
LII A 0.06%
CLX B 0.06%
STLD B 0.06%
CBOE B 0.06%
CSL C 0.06%
NTRS A 0.06%
ATO A 0.06%
ES D 0.06%
K A 0.06%
WY D 0.06%
ILMN D 0.06%
BIIB F 0.06%
OC A 0.05%
EXPD D 0.05%
ARE D 0.05%
TRMB B 0.05%
PNR A 0.05%
FWONK B 0.05%
RPM A 0.05%
IEX B 0.05%
LVS C 0.05%
ULTA F 0.05%
WRB A 0.05%
MKC D 0.05%
FDS B 0.05%
BALL D 0.05%
TRU D 0.05%
BAH F 0.05%
LH C 0.05%
REG B 0.04%
AKAM D 0.04%
RVTY F 0.04%
ACM A 0.04%
DOC D 0.04%
TW A 0.04%
EL F 0.04%
LNT A 0.04%
GGG B 0.04%
JBHT C 0.04%
TWLO A 0.04%
AVY D 0.04%
MRO B 0.04%
KIM A 0.04%
WYNN D 0.03%
WTRG B 0.03%
CRL C 0.03%
CTLT B 0.03%
CCK C 0.03%
PAYC B 0.03%
TAP C 0.03%
BXP D 0.03%
CG A 0.03%
ALB C 0.03%
DAY B 0.03%
OKTA C 0.03%
JKHY D 0.03%
AZPN A 0.02%
H B 0.02%
BSY D 0.02%
DVA B 0.02%
CPB D 0.02%
TFX F 0.02%
MGM D 0.02%
USCL Underweight 217 Positions Relative to HLGE
Symbol Grade Weight
CARG C -1.18%
CARS B -0.94%
CVLT B -0.89%
YELP C -0.86%
NXPI D -0.83%
HPQ B -0.82%
FICO B -0.81%
PSTG D -0.79%
STX D -0.79%
NTAP C -0.79%
JWN C -0.76%
DDS B -0.75%
WDC D -0.74%
LOW D -0.73%
DLB B -0.66%
PRGS A -0.66%
TJX A -0.63%
MCHP D -0.6%
CRUS D -0.57%
TRIP F -0.57%
AXNX C -0.57%
PI D -0.56%
LMT D -0.54%
KR B -0.54%
ELV F -0.53%
OLED D -0.53%
M D -0.53%
COST B -0.51%
CORT B -0.49%
MPWR F -0.48%
EA A -0.47%
BRK.A B -0.44%
C A -0.44%
AMED F -0.43%
MTB A -0.43%
ACI C -0.41%
PNC B -0.41%
OLLI D -0.41%
SYK C -0.4%
VRNS D -0.39%
HCA F -0.39%
QLYS C -0.38%
MU D -0.38%
FITB A -0.37%
IAC D -0.36%
CALM A -0.36%
SWKS F -0.36%
ISRG A -0.35%
CI F -0.35%
GD F -0.35%
IRM D -0.35%
ON D -0.34%
CW B -0.34%
MTSI B -0.34%
XRX F -0.33%
DIOD D -0.32%
RTX C -0.32%
EDR A -0.31%
UTHR C -0.3%
NVR D -0.3%
RF A -0.29%
HEI B -0.28%
MCRI A -0.28%
ETR B -0.28%
MDT D -0.28%
HBAN A -0.28%
SYY B -0.27%
GDDY A -0.27%
PRU A -0.27%
SMTC B -0.26%
KTB B -0.26%
RCL A -0.25%
EXEL B -0.25%
OGN D -0.25%
SYF B -0.25%
TENB C -0.24%
JHG A -0.24%
MSGS A -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%
PPL B -0.21%
ITCI C -0.21%
CINF A -0.21%
TDG D -0.21%
LRN A -0.21%
PRG C -0.21%
TYL B -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%
TSCO D -0.19%
COF B -0.19%
CRDO B -0.19%
BOX B -0.18%
ZETA D -0.18%
FCNCA A -0.18%
KVUE A -0.18%
APP B -0.18%
ROST C -0.17%
NOC D -0.17%
PSMT C -0.17%
DGX A -0.16%
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%
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%
SF B -0.13%
SHOO D -0.13%
AGYS A -0.13%
RJF A -0.13%
TFC A -0.13%
BDX F -0.13%
BKE B -0.12%
SHO C -0.12%
JXN C -0.12%
EQH B -0.12%
LZB B -0.11%
AVT C -0.11%
MOG.A B -0.11%
JEF A -0.11%
LHX C -0.11%
HOLX D -0.11%
VEEV C -0.1%
PJT A -0.1%
EIX B -0.1%
HIMS B -0.1%
DHI D -0.1%
BBY D -0.1%
KLG C -0.09%
ETSY D -0.09%
COKE C -0.09%
UNM A -0.09%
THO B -0.08%
DTE C -0.08%
VTRS A -0.08%
MET A -0.08%
DFIN D -0.08%
GOLF B -0.08%
VTR C -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%
NWL B -0.06%
VSTO A -0.06%
AEE A -0.06%
CAH B -0.06%
EVR B -0.06%
OFG B -0.06%
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%
VCTR B -0.04%
PBH A -0.04%
MRVL B -0.04%
MKL A -0.04%
WOR F -0.04%
CASY A -0.04%
STE F -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%
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%
PIPR B -0.01%
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