XJH vs. HLGE ETF Comparison

Comparison of iShares ESG Screened S&P Mid-Cap ETF (XJH) to Hartford Longevity Economy ETF (HLGE)

XJH

iShares ESG Screened S&P Mid-Cap ETF

XJH Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$41.64

Average Daily Volume

17,687

Number of Holdings ^*

354

* 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

$31.18

Average Daily Volume

425

Number of Holdings ^*

340

* may have additional holdings in another (foreign) market

Performance

Period	XJH	HLGE
30 Days	-0.40%	-0.72%
60 Days	-0.25%	5.16%
90 Days	6.35%	2.10%
12 Months	26.46%	31.02%

48 Overlapping Holdings

Symbol	Grade	Weight in XJH	Weight in HLGE	Overlap
AMED	D	0.12%	0.47%	0.12%
AMG	B	0.2%	0.01%	0.01%
AVT	C	0.19%	0.11%	0.11%
BCO	C	0.19%	0.04%	0.04%
BJ	C	0.43%	0.2%	0.2%
BRBR	A	0.31%	0.03%	0.03%
CASY	D	0.54%	0.04%	0.04%
CHE	C	0.35%	0.18%	0.18%
COKE	C	0.3%	0.1%	0.1%
COLM	D	0.1%	0.02%	0.02%
CRUS	D	0.25%	0.69%	0.25%
CVLT	C	0.26%	0.8%	0.26%
CW	A	0.48%	0.32%	0.32%
DLB	C	0.18%	0.7%	0.18%
DOCS	A	0.21%	0.06%	0.06%
EHC	B	0.38%	0.21%	0.21%
EQH	C	0.38%	0.11%	0.11%
EVR	C	0.36%	0.06%	0.06%
EXEL	B	0.29%	0.19%	0.19%
FHI	C	0.11%	0.04%	0.04%
FLO	D	0.18%	0.15%	0.15%
HLI	B	0.33%	0.04%	0.04%
HRB	C	0.35%	0.22%	0.22%
JEF	A	0.39%	0.1%	0.1%
JHG	B	0.19%	0.2%	0.19%
JWN	D	0.09%	0.73%	0.09%
LAMR	C	0.45%	0.21%	0.21%
LNTH	C	0.28%	0.07%	0.07%
LOPE	D	0.16%	0.14%	0.14%
M	F	0.16%	0.54%	0.16%
MANH	C	0.67%	0.03%	0.03%
MTSI	C	0.26%	0.3%	0.26%
NYT	C	0.35%	0.23%	0.23%
OLED	C	0.36%	0.66%	0.36%
OLLI	C	0.24%	0.44%	0.24%
ORI	B	0.33%	0.13%	0.13%
POWI	F	0.14%	0.22%	0.14%
PSTG	F	0.61%	0.79%	0.61%
QLYS	F	0.18%	0.33%	0.18%
SF	A	0.37%	0.1%	0.1%
SFM	A	0.42%	0.12%	0.12%
TDC	D	0.11%	0.16%	0.11%
THO	C	0.23%	0.08%	0.08%
TNL	C	0.12%	0.02%	0.02%
UNM	A	0.29%	0.08%	0.08%
UTHR	C	0.62%	0.28%	0.28%
WHR	C	0.23%	0.02%	0.02%
WSM	B	0.76%	0.14%	0.14%

XJH Overweight 306 Positions Relative to HLGE

Symbol	Grade	Weight
ILMN	B	0.82%
CSL	A	0.8%
EME	C	0.78%
LII	C	0.77%
AVTR	D	0.69%
BURL	D	0.68%
WSO	C	0.68%
RS	D	0.62%
RPM	B	0.62%
FNF	B	0.61%
DT	B	0.61%
THC	D	0.61%
USFD	C	0.6%
TOL	A	0.6%
OC	C	0.59%
IBKR	A	0.58%
GGG	C	0.57%
RGA	C	0.56%
FIX	B	0.55%
COHR	A	0.55%
WPC	C	0.54%
ACM	A	0.54%
GLPI	A	0.54%
RNR	A	0.54%
ELS	D	0.52%
BMRN	F	0.52%
XPO	F	0.51%
JLL	C	0.5%
FND	C	0.5%
TTEK	A	0.49%
WING	C	0.49%
ITT	C	0.48%
CLH	C	0.48%
CUBE	C	0.47%
BLD	D	0.47%
AMH	D	0.47%
NBIX	F	0.46%
NVT	D	0.46%
TXRH	C	0.46%
SRPT	F	0.46%
SAIA	D	0.45%
EWBC	D	0.44%
RRX	C	0.44%
CCK	C	0.44%
SCI	D	0.44%
LECO	F	0.43%
ONTO	C	0.43%
REXR	D	0.43%
WMS	D	0.43%
FBIN	B	0.42%
DUOL	B	0.41%
OHI	C	0.41%
ATR	A	0.41%
ARMK	B	0.4%
AA	B	0.4%
WWD	C	0.4%
NLY	C	0.4%
KNSL	C	0.39%
CHDN	D	0.38%
AFG	B	0.38%
TPX	C	0.37%
ALLY	F	0.37%
EXP	B	0.37%
RGLD	C	0.37%
WTRG	D	0.37%
SKX	D	0.36%
MUSA	D	0.36%
NNN	A	0.35%
DCI	C	0.35%
INGR	B	0.35%
PRI	A	0.35%
CIEN	A	0.35%
SNX	D	0.35%
TTC	D	0.35%
EGP	D	0.35%
GME	D	0.34%
CNM	F	0.34%
CROX	C	0.34%
GPK	D	0.34%
LAD	C	0.33%
WEX	C	0.33%
AIT	B	0.33%
KNX	D	0.33%
X	F	0.32%
AXTA	C	0.32%
BRX	C	0.32%
MEDP	F	0.32%
AYI	A	0.32%
LNW	F	0.32%
FHN	D	0.32%
UFPI	C	0.31%
WBS	D	0.31%
BERY	C	0.31%
FYBR	C	0.31%
SSD	B	0.31%
GMED	D	0.31%
FCN	C	0.31%
MKSI	F	0.3%
MIDD	D	0.3%
RGEN	F	0.3%
VOYA	A	0.3%
CR	C	0.3%
WCC	D	0.3%
BRKR	D	0.3%
FR	D	0.29%
SSB	C	0.29%
DINO	D	0.29%
ADC	B	0.29%
PEN	D	0.29%
PNFP	D	0.29%
LSCC	D	0.29%
DTM	A	0.29%
MTZ	A	0.29%
PCTY	B	0.28%
GNTX	D	0.28%
H	C	0.28%
WTFC	C	0.28%
ARW	C	0.28%
STAG	D	0.28%
KEX	C	0.28%
TMHC	C	0.28%
AAON	B	0.28%
CFR	D	0.28%
HALO	C	0.28%
TREX	D	0.28%
JAZZ	F	0.27%
RYAN	A	0.27%
ZION	D	0.27%
HQY	C	0.27%
CGNX	F	0.27%
FLS	B	0.27%
PLNT	B	0.27%
ACHC	F	0.27%
CBSH	D	0.27%
MTN	D	0.27%
ANF	F	0.27%
MSA	F	0.27%
STWD	C	0.26%
HR	D	0.26%
LFUS	D	0.26%
MTG	B	0.26%
FAF	C	0.26%
LPX	C	0.26%
ALV	F	0.26%
ESNT	C	0.26%
PB	D	0.26%
SEIC	B	0.26%
ELF	F	0.25%
CMC	D	0.25%
NOVT	D	0.25%
RLI	A	0.25%
WH	C	0.25%
G	A	0.25%
VNO	A	0.25%
OSK	F	0.25%
LSTR	F	0.25%
AGCO	D	0.24%
KBH	C	0.24%
ESAB	C	0.24%
EXLS	A	0.24%
CBT	C	0.24%
GXO	D	0.24%
WFRD	F	0.24%
CYTK	D	0.24%
NOV	F	0.24%
R	C	0.24%
LEA	F	0.24%
AZPN	B	0.24%
SNV	D	0.24%
DAR	F	0.23%
VMI	B	0.23%
MASI	B	0.23%
ONB	D	0.23%
DBX	B	0.23%
CLF	F	0.23%
BC	D	0.22%
POST	D	0.22%
MMS	C	0.22%
SIGI	D	0.22%
MDU	C	0.22%
SRCL	A	0.22%
CHX	C	0.22%
ALTR	C	0.22%
WTS	C	0.22%
EXPO	A	0.22%
KRG	C	0.22%
UGI	C	0.21%
THG	C	0.21%
OPCH	F	0.21%
KD	D	0.21%
SON	D	0.21%
XRAY	D	0.21%
TKR	D	0.21%
APPF	C	0.21%
VVV	F	0.21%
COLB	C	0.21%
PVH	F	0.21%
ST	F	0.21%
HXL	F	0.2%
KNF	C	0.2%
ROIV	D	0.2%
RH	C	0.2%
AM	A	0.2%
VNT	F	0.2%
GBCI	C	0.2%
FIVE	D	0.2%
GTLS	F	0.2%
GATX	F	0.19%
FFIN	D	0.19%
BDC	B	0.19%
SLM	C	0.19%
CELH	F	0.19%
HOMB	D	0.19%
UBSI	D	0.19%
NXST	F	0.19%
WLK	C	0.19%
FNB	D	0.19%
CUZ	C	0.18%
HOG	D	0.18%
RMBS	F	0.18%
CPRI	B	0.18%
IRT	D	0.18%
AVNT	C	0.18%
AN	D	0.18%
NJR	C	0.18%
UMBF	C	0.18%
CADE	D	0.18%
GAP	F	0.18%
ASH	F	0.17%
EEFT	F	0.17%
RYN	C	0.17%
NEU	F	0.17%
SBRA	C	0.17%
LITE	A	0.17%
HWC	D	0.17%
WMG	C	0.17%
BYD	C	0.17%
SWX	C	0.17%
PII	D	0.17%
OZK	D	0.17%
ENS	D	0.16%
KRC	C	0.16%
ORA	C	0.16%
OGS	C	0.16%
ASGN	D	0.16%
SLGN	C	0.16%
VLY	C	0.15%
SLAB	D	0.15%
SR	D	0.15%
MSM	D	0.15%
HAE	D	0.15%
TEX	F	0.14%
COTY	F	0.14%
MAN	D	0.14%
IRDM	B	0.14%
SMG	B	0.14%
VAL	F	0.14%
CNO	C	0.14%
AMKR	F	0.14%
EPR	C	0.14%
ALGM	F	0.14%
KMPR	D	0.14%
PCH	C	0.13%
TCBI	C	0.13%
ASB	F	0.13%
NSA	C	0.13%
NEOG	F	0.13%
NVST	D	0.13%
BLKB	C	0.13%
YETI	C	0.13%
CDP	A	0.13%
NYCB	D	0.13%
LANC	F	0.13%
ZI	D	0.12%
CHH	C	0.12%
WU	D	0.12%
ALTM	D	0.12%
WEN	D	0.12%
PAG	D	0.12%
NSP	F	0.12%
PK	D	0.12%
SYNA	F	0.12%
PBF	F	0.12%
IBOC	D	0.12%
CXT	F	0.11%
GHC	C	0.11%
LIVN	B	0.11%
VAC	D	0.1%
VC	F	0.1%
BHF	F	0.1%
RCM	B	0.09%
GT	F	0.09%
CRI	D	0.09%
AZTA	F	0.09%
SAM	C	0.09%
ENOV	F	0.09%
HGV	F	0.09%
ARWR	F	0.09%
CNXC	F	0.09%
IPGP	D	0.08%
VSH	F	0.08%
PPC	D	0.07%
CAR	F	0.06%
UAA	B	0.06%
GEF	D	0.06%
UA	B	0.04%

XJH Underweight 292 Positions Relative to HLGE

Symbol	Grade	Weight
EBAY	A	-1.08%
META	A	-1.08%
GOOGL	B	-1.0%
CARG	C	-1.0%
NVDA	B	-0.96%
AMZN	C	-0.95%
ORCL	C	-0.94%
QCOM	C	-0.92%
TXN	C	-0.92%
STX	B	-0.9%
NXPI	F	-0.88%
CARS	F	-0.86%
HPE	B	-0.85%
AAPL	C	-0.83%
YELP	F	-0.83%
NTAP	D	-0.83%
MSFT	D	-0.83%
WMT	A	-0.81%
DELL	C	-0.81%
WDC	C	-0.8%
HPQ	B	-0.8%
JNJ	D	-0.78%
MPWR	B	-0.77%
CL	D	-0.77%
NOW	C	-0.75%
LOW	A	-0.75%
MTCH	B	-0.74%
MCHP	F	-0.72%
HD	A	-0.69%
ELV	F	-0.68%
VRTX	D	-0.68%
FICO	A	-0.68%
PRGS	B	-0.67%
DDS	D	-0.67%
PI	B	-0.66%
ADI	C	-0.65%
MTD	B	-0.65%
BKNG	C	-0.63%
TJX	D	-0.63%
TMUS	A	-0.62%
LMT	A	-0.62%
LLY	D	-0.6%
REGN	D	-0.59%
GM	D	-0.59%
FTNT	B	-0.59%
UNH	B	-0.58%
TRIP	F	-0.57%
AXNX	A	-0.57%
MCK	F	-0.57%
PINS	C	-0.56%
MRK	F	-0.54%
KR	C	-0.53%
AVGO	C	-0.53%
NFLX	B	-0.52%
BSX	A	-0.51%
CMCSA	C	-0.51%
T	A	-0.51%
COST	C	-0.5%
GILD	A	-0.5%
BK	C	-0.49%
KO	C	-0.48%
HCA	C	-0.47%
ZTS	C	-0.46%
PANW	D	-0.45%
GS	D	-0.45%
BRK.A	C	-0.44%
CORT	B	-0.43%
EA	D	-0.42%
SNAP	D	-0.42%
VRNS	C	-0.42%
ACI	F	-0.41%
SWKS	F	-0.41%
C	C	-0.4%
A	B	-0.4%
ABBV	B	-0.4%
XRX	D	-0.4%
MCO	D	-0.4%
IAC	D	-0.4%
CI	D	-0.39%
VZ	B	-0.39%
SYK	C	-0.39%
TMO	D	-0.39%
MU	D	-0.39%
GD	C	-0.38%
DIOD	F	-0.38%
IRM	A	-0.38%
GEN	B	-0.38%
ON	F	-0.37%
TGT	D	-0.37%
UBER	C	-0.36%
MTB	C	-0.36%
PNC	C	-0.36%
RTX	A	-0.35%
PEP	F	-0.35%
MS	B	-0.35%
NVR	B	-0.34%
FITB	C	-0.34%
AMGN	D	-0.34%
PG	D	-0.34%
SO	A	-0.34%
KMB	D	-0.33%
COLL	B	-0.33%
DUK	B	-0.33%
ABT	C	-0.33%
BAC	D	-0.33%
OGN	F	-0.32%
EDR	A	-0.32%
ISRG	C	-0.32%
BMY	B	-0.32%
WFC	F	-0.31%
CALM	A	-0.31%
ZETA	B	-0.31%
JPM	D	-0.31%
STT	C	-0.3%
WELL	C	-0.3%
MDT	C	-0.3%
YUM	B	-0.29%
INTU	F	-0.29%
SYY	D	-0.28%
CRWD	D	-0.28%
HEI	C	-0.27%
PHM	A	-0.27%
PEG	A	-0.27%
USB	D	-0.26%
HUM	F	-0.26%
CNC	F	-0.26%
ETR	A	-0.26%
RF	C	-0.26%
PRU	C	-0.26%
MCRI	C	-0.26%
CB	B	-0.25%
CDNS	D	-0.25%
QRVO	F	-0.25%
ADSK	C	-0.25%
AXP	B	-0.25%
TENB	F	-0.24%
PTC	D	-0.24%
SMTC	C	-0.24%
KTB	C	-0.24%
TDG	B	-0.24%
GDDY	D	-0.23%
COR	F	-0.23%
HBAN	D	-0.23%
PFE	D	-0.23%
GRMN	D	-0.23%
MSGS	A	-0.23%
PPL	B	-0.22%
INTC	D	-0.22%
RMD	C	-0.22%
TYL	B	-0.21%
SNPS	F	-0.21%
INCY	B	-0.21%
WMK	D	-0.21%
HON	C	-0.21%
PRG	C	-0.21%
WAT	B	-0.2%
SYF	B	-0.2%
CINF	B	-0.2%
FSLR	C	-0.2%
ZUO	F	-0.2%
PGR	C	-0.2%
HLT	B	-0.2%
TSCO	B	-0.2%
RCL	C	-0.19%
HSY	F	-0.19%
ACIW	B	-0.19%
AMD	B	-0.19%
NOC	B	-0.19%
DHR	D	-0.18%
ROST	D	-0.18%
KVUE	C	-0.18%
ITCI	D	-0.18%
LRN	C	-0.18%
AVB	C	-0.18%
PSMT	C	-0.18%
BLK	A	-0.17%
BOX	C	-0.17%
KSS	D	-0.17%
ADUS	D	-0.17%
SPG	A	-0.17%
DGX	C	-0.16%
VICI	C	-0.16%
AFL	A	-0.16%
IMKTA	F	-0.16%
FE	C	-0.16%
BDX	C	-0.15%
ANSS	D	-0.15%
AEP	C	-0.15%
SHOO	C	-0.15%
SPGI	B	-0.15%
NHI	C	-0.15%
MMSI	C	-0.15%
PDCO	F	-0.15%
CRVL	C	-0.15%
UPBD	F	-0.15%
FCNCA	D	-0.15%
COF	C	-0.15%
WGO	D	-0.14%
CRDO	B	-0.14%
APPN	B	-0.14%
SHO	D	-0.13%
AMP	A	-0.13%
CHD	D	-0.13%
EQR	C	-0.13%
ADBE	F	-0.13%
AGYS	D	-0.12%
HOLX	D	-0.12%
TROW	D	-0.12%
SQSP	A	-0.12%
DHI	C	-0.12%
TFC	D	-0.12%
ALKT	D	-0.12%
JXN	A	-0.11%
LZB	D	-0.11%
EIX	B	-0.11%
ED	A	-0.11%
BKE	D	-0.11%
ICE	A	-0.11%
LHX	A	-0.11%
ZBH	F	-0.11%
FOXA	A	-0.11%
BBY	C	-0.11%
GIS	C	-0.1%
IDXX	D	-0.1%
RJF	B	-0.1%
MOG.A	C	-0.1%
APP	A	-0.09%
VTR	C	-0.09%
KLG	D	-0.09%
DTE	A	-0.09%
O	A	-0.09%
ETSY	F	-0.09%
VEEV	C	-0.09%
DFIN	D	-0.09%
HIMS	C	-0.09%
SRE	B	-0.08%
BPOP	D	-0.08%
VTRS	D	-0.08%
GOLF	F	-0.08%
F	D	-0.08%
MET	B	-0.08%
PJT	C	-0.08%
ROP	C	-0.08%
CHTR	D	-0.07%
VRSN	B	-0.07%
DOCU	B	-0.06%
EPC	F	-0.06%
PINC	F	-0.06%
AIG	F	-0.06%
FTDR	C	-0.06%
ABNB	D	-0.06%
CAH	B	-0.06%
AEE	A	-0.06%
OFG	D	-0.06%
ACGL	B	-0.06%
WOR	F	-0.05%
LMAT	B	-0.05%
PRDO	D	-0.05%
STE	D	-0.05%
NWL	F	-0.05%
WBA	F	-0.05%
AXS	A	-0.05%
SGH	D	-0.05%
VSTO	B	-0.05%
CPRX	C	-0.05%
DIS	D	-0.04%
CBRE	B	-0.04%
NRG	A	-0.04%
WEC	A	-0.04%
ZS	F	-0.04%
MKL	C	-0.04%
MDLZ	D	-0.04%
CNK	D	-0.03%
LTC	D	-0.03%
LYV	B	-0.03%
CTRE	B	-0.03%
CFG	D	-0.03%
MORN	C	-0.03%
MRVL	B	-0.03%
MCD	A	-0.03%
APO	B	-0.03%
VCTR	A	-0.03%
PBH	D	-0.03%
CASH	D	-0.02%
MMM	C	-0.02%
ALL	C	-0.02%
PFBC	D	-0.02%
SNEX	C	-0.02%
UE	C	-0.01%
ANIP	F	-0.01%
PIPR	B	-0.01%
CVS	C	-0.01%