USMV vs. HLGE ETF Comparison
Comparison of iShares MSCI USA Minimum Volatility ETF (USMV) to Hartford Longevity Economy ETF (HLGE)
USMV
iShares MSCI USA Minimum Volatility ETF
USMV Description
The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$91.28
Average Daily Volume
2,252,906
Number of Holdings
*
170
* 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 | USMV | HLGE |
|---|---|---|
| 30 Days | 1.97% | 1.85% |
| 60 Days | 6.57% | 3.29% |
| 90 Days | 8.42% | 3.28% |
| 12 Months | 23.92% | 28.68% |
86 Overlapping Holdings
| Symbol | Grade | Weight in USMV | Weight in HLGE | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.97% | 0.83% | 0.83% | |
| ABBV | C | 1.22% | 0.4% | 0.4% | |
| ABT | C | 0.09% | 0.35% | 0.09% | |
| ACGL | C | 0.8% | 0.06% | 0.06% | |
| ADI | C | 0.25% | 0.66% | 0.25% | |
| AEE | C | 0.22% | 0.06% | 0.06% | |
| AEP | C | 0.42% | 0.15% | 0.15% | |
| AMGN | B | 0.7% | 0.36% | 0.36% | |
| AMZN | C | 0.12% | 0.97% | 0.12% | |
| AVGO | C | 1.21% | 0.54% | 0.54% | |
| BDX | D | 0.59% | 0.15% | 0.15% | |
| BMY | C | 0.41% | 0.3% | 0.3% | |
| BRK.A | C | 1.49% | 0.44% | 0.44% | |
| CB | B | 1.5% | 0.25% | 0.25% | |
| CDNS | D | 0.16% | 0.26% | 0.16% | |
| CHD | D | 0.37% | 0.13% | 0.13% | |
| CI | C | 0.23% | 0.41% | 0.23% | |
| CL | D | 0.47% | 0.81% | 0.47% | |
| CMCSA | D | 0.36% | 0.49% | 0.36% | |
| CRWD | D | 0.14% | 0.27% | 0.14% | |
| CVS | D | 0.05% | 0.01% | 0.01% | |
| DELL | D | 0.1% | 0.82% | 0.1% | |
| DGX | B | 0.1% | 0.16% | 0.1% | |
| DTE | C | 0.21% | 0.09% | 0.09% | |
| DUK | C | 1.55% | 0.34% | 0.34% | |
| EA | D | 0.78% | 0.43% | 0.43% | |
| ED | C | 1.22% | 0.11% | 0.11% | |
| ELV | C | 0.72% | 0.74% | 0.72% | |
| FCNCA | D | 0.73% | 0.14% | 0.14% | |
| FICO | B | 0.48% | 0.68% | 0.48% | |
| FSLR | C | 0.07% | 0.2% | 0.07% | |
| GD | B | 0.06% | 0.37% | 0.06% | |
| GDDY | C | 0.81% | 0.23% | 0.23% | |
| GILD | B | 0.89% | 0.51% | 0.51% | |
| GIS | B | 0.77% | 0.1% | 0.1% | |
| GRMN | D | 0.27% | 0.25% | 0.25% | |
| HD | B | 0.28% | 0.65% | 0.28% | |
| HOLX | B | 0.17% | 0.12% | 0.12% | |
| HON | D | 0.22% | 0.22% | 0.22% | |
| HSY | C | 0.35% | 0.2% | 0.2% | |
| HUM | F | 0.47% | 0.31% | 0.31% | |
| ICE | C | 0.29% | 0.12% | 0.12% | |
| INCY | C | 0.48% | 0.2% | 0.2% | |
| JNJ | C | 1.28% | 0.82% | 0.82% | |
| KMB | D | 0.22% | 0.33% | 0.22% | |
| KO | C | 0.11% | 0.47% | 0.11% | |
| KR | C | 0.59% | 0.52% | 0.52% | |
| LLY | C | 1.58% | 0.64% | 0.64% | |
| LMT | C | 0.88% | 0.59% | 0.59% | |
| MCD | B | 1.27% | 0.03% | 0.03% | |
| MCK | F | 1.14% | 0.6% | 0.6% | |
| MDLZ | B | 0.52% | 0.05% | 0.05% | |
| MDT | C | 0.14% | 0.31% | 0.14% | |
| MKL | C | 0.32% | 0.04% | 0.04% | |
| MRK | D | 1.22% | 0.56% | 0.56% | |
| MSFT | C | 1.38% | 0.86% | 0.86% | |
| NOC | B | 1.52% | 0.19% | 0.19% | |
| NOW | B | 0.65% | 0.78% | 0.65% | |
| NTAP | D | 0.21% | 0.82% | 0.21% | |
| NVDA | D | 0.54% | 1.0% | 0.54% | |
| ORCL | C | 1.12% | 0.93% | 0.93% | |
| PEP | C | 1.15% | 0.37% | 0.37% | |
| PFE | C | 0.24% | 0.24% | 0.24% | |
| PG | C | 1.26% | 0.35% | 0.35% | |
| PGR | B | 1.68% | 0.2% | 0.2% | |
| PTC | D | 0.47% | 0.24% | 0.24% | |
| REGN | C | 0.92% | 0.67% | 0.67% | |
| ROP | C | 1.31% | 0.09% | 0.09% | |
| RTX | C | 0.09% | 0.34% | 0.09% | |
| SNPS | D | 0.17% | 0.21% | 0.17% | |
| SO | B | 1.37% | 0.34% | 0.34% | |
| STX | C | 0.17% | 0.85% | 0.17% | |
| T | C | 0.71% | 0.51% | 0.51% | |
| TEL | D | 0.07% | 0.28% | 0.07% | |
| TJX | B | 0.45% | 0.65% | 0.45% | |
| TMUS | C | 1.7% | 0.62% | 0.62% | |
| TXN | C | 1.38% | 0.91% | 0.91% | |
| UBER | C | 0.47% | 0.34% | 0.34% | |
| UNH | C | 1.38% | 0.59% | 0.59% | |
| UTHR | C | 0.13% | 0.27% | 0.13% | |
| VRSN | D | 0.65% | 0.07% | 0.07% | |
| VRTX | D | 0.75% | 0.7% | 0.7% | |
| VZ | B | 1.44% | 0.38% | 0.38% | |
| WEC | C | 0.75% | 0.04% | 0.04% | |
| WMT | C | 1.66% | 0.81% | 0.81% | |
| YUM | D | 0.51% | 0.29% | 0.29% |
USMV Overweight 84 Positions Relative to HLGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| IBM | B | 1.7% | |
| MSI | B | 1.64% | |
| WCN | D | 1.55% | |
| RSG | D | 1.52% | |
| WM | D | 1.37% | |
| CSCO | C | 1.29% | |
| APH | D | 1.29% | |
| AJG | D | 1.29% | |
| ACN | C | 1.28% | |
| MMC | C | 1.16% | |
| TRV | C | 1.05% | |
| AZO | D | 0.99% | |
| CBOE | C | 0.87% | |
| V | C | 0.83% | |
| K | B | 0.81% | |
| CTSH | C | 0.77% | |
| KDP | B | 0.71% | |
| TSN | C | 0.69% | |
| MA | B | 0.67% | |
| COR | D | 0.66% | |
| ORLY | C | 0.63% | |
| NEM | B | 0.58% | |
| FI | A | 0.57% | |
| MPC | F | 0.56% | |
| KEYS | C | 0.54% | |
| FANG | D | 0.53% | |
| ERIE | B | 0.52% | |
| TDY | B | 0.52% | |
| CME | C | 0.51% | |
| FFIV | B | 0.49% | |
| AON | B | 0.49% | |
| JNPR | B | 0.49% | |
| AKAM | D | 0.45% | |
| CDW | D | 0.45% | |
| EG | C | 0.45% | |
| KHC | C | 0.44% | |
| BAH | C | 0.44% | |
| XOM | C | 0.43% | |
| WDAY | D | 0.42% | |
| XEL | B | 0.42% | |
| VRSK | D | 0.4% | |
| CPB | C | 0.39% | |
| CTVA | B | 0.37% | |
| ROL | C | 0.37% | |
| WTW | C | 0.36% | |
| AFG | B | 0.34% | |
| IT | B | 0.34% | |
| NBIX | F | 0.33% | |
| GEN | B | 0.32% | |
| WRB | C | 0.3% | |
| CVX | D | 0.3% | |
| BMRN | F | 0.3% | |
| FWONK | C | 0.29% | |
| AIZ | B | 0.28% | |
| GLW | C | 0.28% | |
| L | C | 0.27% | |
| ANET | B | 0.27% | |
| ALNY | C | 0.25% | |
| MOH | D | 0.23% | |
| D | C | 0.23% | |
| WMB | B | 0.23% | |
| HRL | C | 0.22% | |
| AZPN | B | 0.21% | |
| MELI | B | 0.2% | |
| CMS | C | 0.2% | |
| HUBS | D | 0.18% | |
| PKG | B | 0.18% | |
| TW | B | 0.17% | |
| LIN | B | 0.17% | |
| DPZ | F | 0.17% | |
| EOG | D | 0.15% | |
| GOOG | D | 0.14% | |
| OXY | F | 0.13% | |
| HIG | B | 0.12% | |
| LNT | B | 0.1% | |
| ADP | B | 0.08% | |
| PSX | F | 0.06% | |
| KNX | C | 0.06% | |
| OTIS | C | 0.06% | |
| ULTA | D | 0.05% | |
| VLO | F | 0.05% | |
| BR | D | 0.05% | |
| ATO | B | 0.05% | |
| CRM | D | 0.04% |
USMV Underweight 252 Positions Relative to HLGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| EBAY | B | -1.06% | |
| META | B | -1.01% | |
| CARG | B | -0.98% | |
| GOOGL | D | -0.95% | |
| QCOM | D | -0.93% | |
| CARS | D | -0.9% | |
| NXPI | F | -0.87% | |
| YELP | F | -0.83% | |
| PSTG | F | -0.8% | |
| CVLT | B | -0.8% | |
| CRUS | D | -0.79% | |
| HPQ | D | -0.78% | |
| JWN | C | -0.78% | |
| MPWR | C | -0.78% | |
| WDC | D | -0.77% | |
| HPE | D | -0.74% | |
| MCHP | F | -0.73% | |
| LOW | B | -0.71% | |
| MTCH | C | -0.7% | |
| OLED | C | -0.67% | |
| DLB | D | -0.66% | |
| GM | C | -0.62% | |
| MTD | D | -0.62% | |
| 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% | |
| M | F | -0.53% | |
| COST | B | -0.53% | |
| BSX | B | -0.52% | |
| SMCI | F | -0.51% | |
| PINS | F | -0.51% | |
| NFLX | B | -0.51% | |
| PANW | D | -0.48% | |
| BK | B | -0.48% | |
| AMED | C | -0.48% | |
| HCA | B | -0.46% | |
| ZTS | C | -0.46% | |
| GS | C | -0.45% | |
| OLLI | C | -0.45% | |
| SWKS | D | -0.44% | |
| ACI | F | -0.43% | |
| SYK | C | -0.41% | |
| XRX | D | -0.41% | |
| IAC | C | -0.41% | |
| VRNS | C | -0.41% | |
| MCO | B | -0.41% | |
| TMO | B | -0.4% | |
| C | C | -0.38% | |
| A | C | -0.38% | |
| SNAP | F | -0.38% | |
| DIOD | F | -0.37% | |
| TGT | C | -0.37% | |
| IRM | C | -0.37% | |
| PNC | B | -0.36% | |
| ON | D | -0.36% | |
| MTB | B | -0.35% | |
| MU | F | -0.35% | |
| OGN | D | -0.35% | |
| BAC | D | -0.34% | |
| QLYS | F | -0.33% | |
| ISRG | B | -0.33% | |
| CORT | C | -0.33% | |
| MS | D | -0.33% | |
| FITB | B | -0.33% | |
| EDR | A | -0.32% | |
| NVR | B | -0.32% | |
| JPM | D | -0.32% | |
| INTU | C | -0.32% | |
| WELL | C | -0.31% | |
| COLL | C | -0.31% | |
| CW | B | -0.3% | |
| SYY | D | -0.29% | |
| ZETA | C | -0.29% | |
| STT | A | -0.29% | |
| WFC | D | -0.29% | |
| CALM | A | -0.28% | |
| MTSI | D | -0.28% | |
| CNC | D | -0.27% | |
| HEI | B | -0.27% | |
| QRVO | F | -0.27% | |
| PHM | B | -0.26% | |
| USB | B | -0.26% | |
| RF | B | -0.26% | |
| MCRI | C | -0.26% | |
| PRU | C | -0.26% | |
| ETR | B | -0.25% | |
| AXP | B | -0.25% | |
| ADSK | C | -0.25% | |
| PEG | B | -0.25% | |
| HBAN | B | -0.24% | |
| RMD | C | -0.24% | |
| NYT | 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% | |
| PPL | C | -0.21% | |
| WMK | C | -0.21% | |
| AVB | B | -0.2% | |
| EXEL | C | -0.2% | |
| CINF | B | -0.2% | |
| TSCO | C | -0.2% | |
| JHG | B | -0.2% | |
| AMD | D | -0.19% | |
| ROST | C | -0.19% | |
| BJ | D | -0.19% | |
| SYF | C | -0.19% | |
| ITCI | D | -0.19% | |
| HLT | B | -0.19% | |
| ADUS | B | -0.18% | |
| PSMT | B | -0.18% | |
| LRN | B | -0.18% | |
| DHR | B | -0.18% | |
| BOX | C | -0.18% | |
| ACIW | B | -0.18% | |
| WAT | C | -0.18% | |
| RCL | B | -0.18% | |
| KVUE | C | -0.18% | |
| INTC | F | -0.18% | |
| VICI | C | -0.17% | |
| IMKTA | D | -0.17% | |
| SPG | B | -0.17% | |
| CHE | C | -0.17% | |
| AFL | C | -0.16% | |
| ADBE | F | -0.16% | |
| FE | C | -0.16% | |
| KSS | F | -0.16% | |
| CRVL | B | -0.15% | |
| COF | B | -0.15% | |
| MMSI | B | -0.15% | |
| PDCO | F | -0.15% | |
| TDC | F | -0.15% | |
| FLO | C | -0.15% | |
| ANSS | D | -0.15% | |
| SPGI | B | -0.15% | |
| BLK | B | -0.15% | |
| NHI | C | -0.15% | |
| EQR | B | -0.14% | |
| APPN | D | -0.14% | |
| LOPE | D | -0.14% | |
| TFC | C | -0.13% | |
| 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% | |
| AMP | A | -0.12% | |
| TROW | D | -0.12% | |
| DHI | B | -0.12% | |
| SQSP | A | -0.12% | |
| EIX | C | -0.11% | |
| FOXA | B | -0.11% | |
| AVT | C | -0.11% | |
| LHX | C | -0.11% | |
| EQH | C | -0.11% | |
| BKE | B | -0.11% | |
| SFM | B | -0.11% | |
| AGYS | D | -0.11% | |
| BBY | C | -0.11% | |
| ZBH | F | -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% | |
| RJF | C | -0.1% | |
| MOG.A | B | -0.1% | |
| IDXX | C | -0.1% | |
| LZB | C | -0.1% | |
| VTR | C | -0.09% | |
| JEF | B | -0.09% | |
| O | C | -0.09% | |
| ETSY | F | -0.09% | |
| PJT | B | -0.08% | |
| MET | B | -0.08% | |
| BPOP | C | -0.08% | |
| HIMS | D | -0.08% | |
| VTRS | D | -0.08% | |
| F | F | -0.08% | |
| GOLF | D | -0.08% | |
| OFG | C | -0.07% | |
| LNTH | D | -0.07% | |
| APP | C | -0.07% | |
| CHTR | D | -0.07% | |
| UNM | B | -0.07% | |
| THO | D | -0.07% | |
| SRE | C | -0.07% | |
| WBA | F | -0.06% | |
| CPRX | A | -0.06% | |
| ABNB | D | -0.06% | |
| DOCS | B | -0.06% | |
| VSTO | C | -0.06% | |
| EPC | F | -0.06% | |
| PINC | C | -0.06% | |
| AIG | D | -0.06% | |
| FTDR | B | -0.06% | |
| CAH | C | -0.06% | |
| LMAT | C | -0.05% | |
| PRDO | D | -0.05% | |
| WOR | D | -0.05% | |
| SGH | F | -0.05% | |
| STE | C | -0.05% | |
| NWL | C | -0.05% | |
| AXS | B | -0.05% | |
| EVR | A | -0.05% | |
| DOCU | C | -0.05% | |
| PBH | B | -0.04% | |
| CBRE | A | -0.04% | |
| HLI | B | -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% | |
| CFG | C | -0.03% | |
| MANH | B | -0.03% | |
| VCTR | B | -0.03% | |
| NRG | C | -0.03% | |
| DIS | D | -0.03% | |
| MRVL | C | -0.03% | |
| TNL | D | -0.02% | |
| CASH | B | -0.02% | |
| WHR | D | -0.02% | |
| COLM | C | -0.02% | |
| MMM | B | -0.02% | |
| ALL | B | -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% |
USMV: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Drug Manufacturers - Major
Biotechnology
Insurance - Property & Casualty
Business Services
Health Care Plans
Information Technology Services
Insurance Brokers
Packaged Foods
Software - Infrastructure
Specialty Retail
Aerospace & Defense
Household & Personal Products
Insurance - Diversified
Semiconductors
Beverages - Soft Drinks
Communication Equipment
Electronic Components
Financial Data & Stock Exchanges
HLGE: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Asset Management
Banks - Regional - US
Capital Markets
Software - Infrastructure
Internet Content & Information
Utilities - Regulated Electric
Diagnostics & Research
Drug Manufacturers - Major
Aerospace & Defense
Biotechnology
Household & Personal Products
Medical Instruments & Supplies
Specialty Retail
Grocery Stores
Health Care Plans
Insurance - Property & Casualty
Medical Devices
Data Storage
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