CVRD vs. HDUS ETF Comparison

Comparison of Madison Covered Call ETF (CVRD) to Hartford Disciplined US Equity ETF (HDUS)

CVRD

Madison Covered Call ETF

CVRD Description

The fund will seek to achieve its objectives by (1) investing in common stocks of equity securities that pay dividends and (2) writing (i.e., selling) covered call options on a substantial portion of its portfolio of securities. Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of companies, including other investment companies.

Grade (RS Rating)

Last Trade

$19.50

Average Daily Volume

356

Number of Holdings ^*

* may have additional holdings in another (foreign) market

HDUS

Hartford Disciplined US Equity ETF

HDUS Description

Hartford Disciplined US Equity ETF is an exchange traded fund launched and managed by Lattice Strategies LLC. It is co-managed by Mellon Investments Corporation. It invests in public equity markets of the United States. The fund invests in the stocks of companies operating across diversified sectors. The fund invests in value and momentum stocks of large-cap companies. The fund seeks to track the performance of the Hartford Disciplined US Equity Index, by using full replication technique. Hartford Disciplined US Equity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$55.60

Average Daily Volume

7,753

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CVRD	HDUS
30 Days	1.48%	2.01%
60 Days	3.18%	6.02%
90 Days	5.21%	5.66%
12 Months	12.37%	33.19%

1 Overlapping Holdings

	Symbol	Grade	Weight in CVRD	Weight in HDUS	Overlap
	AMZN	C	2.66%	2.64%	2.64%

CVRD Overweight 9 Positions Relative to HDUS

Symbol	Grade	Weight
DHR	B	3.87%
LVS	C	3.58%
ADBE	F	3.43%
CME	A	3.28%
LOW	A	3.2%
CSCO	A	3.19%
ACN	C	2.97%
GILD	B	2.95%
STZ	C	2.71%

CVRD Underweight 9 Positions Relative to HDUS

Symbol	Grade	Weight
AAPL	B	-6.21%
MSFT	C	-5.3%
NVDA	C	-4.09%
GOOGL	D	-3.49%
AVGO	C	-1.82%
ABBV	B	-1.62%
JNJ	C	-1.61%
META	B	-1.49%
JPM	D	-1.39%