VMAX vs. HLGE ETF Comparison

Comparison of Hartford US Value ETF (VMAX) to Hartford Longevity Economy ETF (HLGE)
VMAX

Hartford US Value ETF

VMAX Description

The fund generally invests at least 80% of its assets in securities of the index and in depositary receipts representing securities of the index.

Grade (RS Rating)

Last Trade

$51.92

Average Daily Volume

72

Number of Holdings *

148

* 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 VMAX HLGE
30 Days 3.35% 3.61%
60 Days 4.23% 3.94%
90 Days 5.95% 5.95%
12 Months 29.57%
81 Overlapping Holdings
Symbol Grade Weight in VMAX Weight in HLGE Overlap
AAPL C 0.34% 0.82% 0.34%
ACI C 0.68% 0.41% 0.41%
AEP D 0.08% 0.13% 0.08%
AVT C 0.65% 0.11% 0.11%
AXP A 0.27% 0.27% 0.27%
AXS A 0.31% 0.06% 0.06%
BAC A 1.26% 0.38% 0.38%
BBY D 1.29% 0.1% 0.1%
BK A 1.22% 0.52% 0.52%
BKNG A 0.01% 0.74% 0.01%
BPOP B 0.32% 0.07% 0.07%
BRK.A B 0.92% 0.44% 0.44%
C A 1.89% 0.44% 0.44%
CB C 0.66% 0.24% 0.24%
CFG B 0.21% 0.03% 0.03%
CINF A 1.01% 0.21% 0.21%
CMCSA B 0.13% 0.54% 0.13%
COF B 0.62% 0.19% 0.19%
CVS D 1.76% 0.01% 0.01%
DELL C 0.77% 0.94% 0.77%
DTE C 0.26% 0.08% 0.08%
DUK C 0.92% 0.31% 0.31%
ELV F 1.12% 0.53% 0.53%
ETR B 0.96% 0.28% 0.28%
FCNCA A 0.01% 0.18% 0.01%
FITB A 0.83% 0.37% 0.37%
GILD C 0.85% 0.54% 0.54%
GOOGL C 1.2% 1.03% 1.03%
GS A 0.47% 0.53% 0.47%
HBAN A 0.7% 0.28% 0.28%
HCA F 0.71% 0.39% 0.39%
HD A 0.32% 0.67% 0.32%
HPE B 0.98% 0.89% 0.89%
HPQ B 1.93% 0.82% 0.82%
HRB D 0.11% 0.2% 0.11%
HUM C 0.61% 0.25% 0.25%
IRM D 0.85% 0.35% 0.35%
JHG A 1.03% 0.24% 0.24%
JNJ D 0.96% 0.73% 0.73%
JPM A 1.34% 0.36% 0.36%
JXN C 1.02% 0.12% 0.12%
KR B 1.18% 0.54% 0.54%
LAMR D 1.12% 0.2% 0.2%
LLY F 0.18% 0.52% 0.18%
LNTH D 0.23% 0.05% 0.05%
LOW D 0.58% 0.73% 0.58%
M D 0.17% 0.53% 0.17%
MCO B 1.24% 0.4% 0.4%
META D 1.36% 1.06% 1.06%
MKL A 0.26% 0.04% 0.04%
MRK F 0.24% 0.46% 0.24%
MS A 0.2% 0.44% 0.2%
MTB A 1.87% 0.43% 0.43%
NRG B 1.5% 0.04% 0.04%
NTAP C 0.42% 0.79% 0.42%
NVDA C 0.99% 1.17% 0.99%
NXPI D 0.16% 0.83% 0.16%
OGN D 0.68% 0.25% 0.25%
PGR A 0.12% 0.2% 0.12%
PHM D 0.22% 0.23% 0.22%
PNC B 1.29% 0.41% 0.41%
PRU A 0.39% 0.27% 0.27%
QCOM F 0.66% 0.89% 0.66%
RF A 1.13% 0.29% 0.29%
SO D 0.86% 0.32% 0.32%
SPG B 0.5% 0.18% 0.18%
STT A 1.31% 0.31% 0.31%
SYF B 1.39% 0.25% 0.25%
T A 1.49% 0.5% 0.5%
TGT F 1.21% 0.37% 0.37%
TJX A 0.25% 0.63% 0.25%
TMUS B 0.43% 0.7% 0.43%
TROW B 1.05% 0.13% 0.13%
UNH C 0.8% 0.57% 0.57%
UNM A 0.36% 0.09% 0.09%
USB A 1.46% 0.28% 0.28%
VICI C 0.78% 0.15% 0.15%
VZ C 1.1% 0.34% 0.34%
WFC A 1.82% 0.39% 0.39%
WMT A 0.68% 0.82% 0.68%
WSM B 0.01% 0.12% 0.01%
VMAX Overweight 67 Positions Relative to HLGE
Symbol Grade Weight
EOG A 2.03%
LNC B 1.59%
STLD B 1.51%
VLO C 1.42%
MA C 1.35%
MPC D 1.32%
GAP C 1.25%
NFG A 1.18%
FDX B 1.16%
PYPL B 1.09%
BCC B 1.05%
BLDR D 0.93%
XOM B 0.91%
APA D 0.91%
SHW A 0.88%
COP C 0.83%
DVN F 0.81%
CVX A 0.75%
CAT B 0.7%
NEE D 0.68%
RS B 0.66%
MO A 0.65%
V A 0.65%
AMT D 0.63%
CHRD D 0.58%
CMC B 0.57%
MTG C 0.54%
CTAS B 0.52%
TEX D 0.51%
MGY A 0.5%
EQIX A 0.49%
GWW B 0.47%
SW A 0.47%
CBT C 0.47%
PSX C 0.46%
ITW B 0.43%
MLI C 0.4%
R B 0.39%
RHI B 0.34%
NUE C 0.3%
OZK B 0.29%
RDN C 0.27%
CSCO B 0.27%
JKHY D 0.27%
SBAC D 0.27%
MSCI C 0.23%
UFPI B 0.22%
CRBG B 0.2%
XEL A 0.18%
AMAT F 0.16%
DINO D 0.14%
CTSH B 0.14%
CMI A 0.14%
COLB A 0.12%
EXC C 0.11%
DKS C 0.11%
WY D 0.11%
FHN A 0.1%
OVV B 0.08%
IBM C 0.07%
CCI D 0.07%
ESNT D 0.05%
WFRD D 0.05%
CHX C 0.04%
EG C 0.03%
FANG D 0.03%
SM B 0.02%
VMAX Underweight 258 Positions Relative to HLGE
Symbol Grade Weight
CARG C -1.18%
AMZN C -1.05%
ORCL B -1.03%
EBAY D -1.01%
CARS B -0.94%
TXN C -0.92%
CVLT B -0.89%
NOW A -0.88%
YELP C -0.86%
MSFT F -0.83%
FICO B -0.81%
PSTG D -0.79%
STX D -0.79%
JWN C -0.76%
DDS B -0.75%
WDC D -0.74%
GM B -0.74%
FTNT C -0.72%
VRTX F -0.68%
MCK B -0.68%
CL D -0.67%
DLB B -0.66%
PRGS A -0.66%
MCHP D -0.6%
ADI D -0.6%
MTCH D -0.6%
NFLX A -0.6%
CRUS D -0.57%
TRIP F -0.57%
AXNX C -0.57%
PI D -0.56%
LMT D -0.54%
OLED D -0.53%
AVGO D -0.53%
MTD D -0.53%
BSX B -0.52%
PANW C -0.52%
COST B -0.51%
CORT B -0.49%
PINS D -0.49%
MPWR F -0.48%
EA A -0.47%
REGN F -0.43%
AMED F -0.43%
SNAP C -0.42%
KO D -0.41%
ZTS D -0.41%
OLLI D -0.41%
GEN B -0.41%
SYK C -0.4%
VRNS D -0.39%
QLYS C -0.38%
MU D -0.38%
IAC D -0.36%
CALM A -0.36%
SWKS F -0.36%
CRWD B -0.35%
A D -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%
PEP F -0.33%
INTU C -0.33%
TMO F -0.33%
ABT B -0.33%
ABBV D -0.33%
PG A -0.32%
DIOD D -0.32%
RTX C -0.32%
EDR A -0.31%
UTHR C -0.3%
KMB D -0.3%
WELL A -0.3%
AMGN D -0.3%
NVR D -0.3%
HEI B -0.28%
GRMN B -0.28%
MCRI A -0.28%
CDNS B -0.28%
YUM B -0.28%
MDT D -0.28%
ADSK A -0.28%
SYY B -0.27%
GDDY A -0.27%
SMTC B -0.26%
PTC A -0.26%
KTB B -0.26%
RCL A -0.25%
EXEL B -0.25%
PEG A -0.25%
TENB C -0.24%
INCY C -0.24%
SNPS B -0.24%
MSGS A -0.24%
COLL F -0.24%
COR B -0.24%
WMK C -0.23%
ZUO B -0.23%
INTC D -0.23%
HON B -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%
TDG D -0.21%
LRN A -0.21%
PRG C -0.21%
HLT A -0.21%
TYL B -0.21%
EHC B -0.21%
BJ A -0.2%
SMCI F -0.2%
CNC D -0.2%
WAT B -0.2%
ACIW B -0.2%
TSCO D -0.19%
CRDO B -0.19%
BOX B -0.18%
ZETA D -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%
DGX A -0.16%
ANSS B -0.16%
FSLR F -0.16%
LOPE B -0.16%
ADUS D -0.16%
APPN B -0.16%
CRVL A -0.16%
UPBD B -0.16%
AMD F -0.16%
QRVO F -0.16%
CHE D -0.16%
IMKTA C -0.16%
KSS F -0.15%
SFM A -0.15%
DHR F -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%
ADBE C -0.14%
PDCO D -0.14%
FLO D -0.14%
WGO C -0.14%
ALKT B -0.14%
SPGI C -0.14%
FE C -0.14%
EQR B -0.13%
SF B -0.13%
SHOO D -0.13%
AGYS A -0.13%
CHD B -0.13%
RJF A -0.13%
TFC A -0.13%
BDX F -0.13%
BKE B -0.12%
SHO C -0.12%
EQH B -0.12%
ICE C -0.11%
LZB B -0.11%
MOG.A B -0.11%
JEF A -0.11%
LHX C -0.11%
ZBH C -0.11%
HOLX D -0.11%
ED D -0.1%
VEEV C -0.1%
PJT A -0.1%
EIX B -0.1%
HIMS B -0.1%
DHI D -0.1%
KLG C -0.09%
ETSY D -0.09%
COKE C -0.09%
O D -0.08%
CHTR C -0.08%
SRE A -0.08%
THO B -0.08%
GIS D -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%
IDXX F -0.08%
PINC B -0.07%
VRSN F -0.07%
FTDR A -0.07%
DOCU A -0.07%
DOCS C -0.07%
ACGL D -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%
WBA F -0.05%
EPC D -0.05%
WEC A -0.04%
MDLZ F -0.04%
VCTR B -0.04%
CBRE B -0.04%
DIS B -0.04%
PBH A -0.04%
MRVL B -0.04%
APO B -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%
MCD D -0.03%
MANH D -0.03%
BCO D -0.03%
COLM B -0.02%
MMM D -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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