EPS vs. HDUS ETF Comparison

Comparison of WisdomTree Earnings 500 Fund (EPS) to Hartford Disciplined US Equity ETF (HDUS)

EPS

WisdomTree Earnings 500 Fund

EPS Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Earning 500 Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the large-capitalization segment of the U.S. Stock Market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$63.28

Average Daily Volume

41,932

Number of Holdings ^*

496

* 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

$58.38

Average Daily Volume

3,395

Number of Holdings ^*

263

* may have additional holdings in another (foreign) market

Performance

Period	EPS	HDUS
30 Days	4.41%	3.94%
60 Days	5.85%	5.08%
90 Days	8.00%	7.51%
12 Months	33.69%	32.33%

183 Overlapping Holdings

Symbol	Grade	Weight in EPS	Weight in HDUS	Overlap
AAPL	B	5.27%	5.11%	5.11%
ABBV	D	0.93%	1.02%	0.93%
ABNB	C	0.2%	0.22%	0.2%
ABT	B	0.32%	0.52%	0.32%
ACI	C	0.05%	0.16%	0.05%
ADBE	C	0.25%	0.13%	0.13%
AFL	B	0.2%	0.28%	0.2%
AMAT	F	0.34%	0.36%	0.34%
AMGN	D	0.37%	0.2%	0.2%
AMZN	C	3.27%	3.39%	3.27%
APH	B	0.15%	0.45%	0.15%
APP	B	0.28%	0.25%	0.25%
AVB	B	0.04%	0.14%	0.04%
AVGO	D	1.31%	1.26%	1.26%
AXP	A	0.5%	0.19%	0.19%
BAC	A	1.69%	0.07%	0.07%
BAH	F	0.02%	0.35%	0.02%
BBY	D	0.05%	0.05%	0.05%
BK	A	0.19%	0.61%	0.19%
BKNG	B	0.32%	0.5%	0.32%
BLK	C	0.28%	0.13%	0.13%
BMY	B	0.69%	0.72%	0.69%
BR	A	0.03%	0.12%	0.03%
BRK.A	B	1.8%	0.46%	0.46%
BSX	C	0.17%	0.33%	0.17%
C	A	0.69%	0.09%	0.09%
CAT	B	0.58%	0.23%	0.23%
CBOE	B	0.03%	0.68%	0.03%
CDNS	B	0.09%	0.16%	0.09%
CHRW	C	0.02%	0.3%	0.02%
CINF	A	0.04%	0.01%	0.01%
CL	D	0.11%	0.67%	0.11%
CMG	B	0.06%	0.09%	0.06%
CMI	A	0.16%	0.88%	0.16%
COP	D	0.42%	0.3%	0.3%
COST	B	0.37%	0.64%	0.37%
CPB	D	0.03%	0.07%	0.03%
CRBG	B	0.11%	0.29%	0.11%
CRM	B	0.41%	0.35%	0.35%
CRWD	B	0.08%	0.21%	0.08%
CSCO	A	0.81%	0.31%	0.31%
CSL	B	0.04%	0.03%	0.03%
CTAS	B	0.08%	0.63%	0.08%
CTSH	B	0.12%	0.52%	0.12%
CVX	B	1.12%	0.92%	0.92%
DDOG	A	0.05%	0.13%	0.05%
DGX	B	0.04%	0.3%	0.04%
DHR	D	0.24%	0.08%	0.08%
DRI	B	0.04%	0.11%	0.04%
DTE	C	0.04%	0.07%	0.04%
DUK	C	0.17%	0.12%	0.12%
EA	C	0.08%	0.49%	0.08%
EBAY	C	0.12%	0.26%	0.12%
ECL	D	0.06%	0.11%	0.06%
EIX	A	0.08%	0.15%	0.08%
EME	B	0.02%	0.59%	0.02%
EOG	C	0.29%	0.44%	0.29%
EQR	B	0.02%	0.08%	0.02%
ESS	B	0.02%	0.23%	0.02%
FANG	F	0.15%	0.22%	0.15%
FDX	B	0.17%	0.25%	0.17%
FICO	B	0.09%	0.33%	0.09%
FNF	B	0.05%	0.04%	0.04%
FOXA	C	0.09%	0.25%	0.09%
GD	F	0.13%	0.14%	0.13%
GDDY	B	0.07%	0.49%	0.07%
GE	D	0.17%	0.15%	0.15%
GEHC	F	0.07%	0.13%	0.07%
GILD	B	0.34%	0.48%	0.34%
GLPI	B	0.02%	0.5%	0.02%
GLW	B	0.15%	0.13%	0.13%
GM	B	0.43%	0.02%	0.02%
GOOGL	C	5.03%	3.95%	3.95%
GPC	D	0.04%	0.09%	0.04%
GS	B	0.48%	0.11%	0.11%
HCA	F	0.24%	0.09%	0.09%
HD	A	0.75%	0.46%	0.46%
HPQ	B	0.2%	0.13%	0.13%
HSY	F	0.06%	0.23%	0.06%
HUBS	B	0.05%	0.18%	0.05%
IBM	C	0.46%	0.73%	0.46%
INTU	C	0.22%	0.24%	0.22%
IRM	C	0.04%	0.45%	0.04%
ISRG	C	0.13%	0.02%	0.02%
IT	C	0.07%	0.07%	0.07%
JBHT	C	0.02%	0.02%	0.02%
JKHY	D	0.01%	0.03%	0.01%
JNJ	D	1.01%	1.51%	1.01%
JPM	B	2.94%	0.92%	0.92%
KLAC	F	0.18%	0.28%	0.18%
KMB	C	0.09%	0.24%	0.09%
KMI	B	0.13%	0.34%	0.13%
KO	D	0.46%	0.46%	0.46%
KVUE	A	0.1%	0.64%	0.1%
LII	A	0.01%	0.09%	0.01%
LKQ	D	0.03%	0.01%	0.01%
LLY	F	0.46%	0.89%	0.46%
LMT	D	0.31%	0.32%	0.31%
LNG	B	0.33%	0.2%	0.2%
LOW	C	0.38%	0.19%	0.19%
LRCX	F	0.19%	0.15%	0.15%
MANH	C	0.04%	0.21%	0.04%
MCD	D	0.32%	0.28%	0.28%
MCK	C	0.19%	0.39%	0.19%
MCO	A	0.09%	0.41%	0.09%
META	D	3.74%	1.85%	1.85%
MMC	A	0.16%	0.18%	0.16%
MMM	D	0.23%	0.16%	0.16%
MO	A	0.43%	1.12%	0.43%
MORN	A	0.01%	0.03%	0.01%
MPC	F	0.36%	0.18%	0.18%
MPWR	F	0.05%	0.11%	0.05%
MRK	F	0.28%	0.26%	0.26%
MS	B	0.59%	0.41%	0.41%
MSCI	C	0.04%	0.04%	0.04%
MSFT	D	5.07%	5.29%	5.07%
MSI	C	0.15%	0.16%	0.15%
NDAQ	A	0.06%	0.19%	0.06%
NET	B	0.04%	0.02%	0.02%
NFLX	B	0.47%	0.63%	0.47%
NOW	B	0.16%	0.18%	0.16%
NTAP	C	0.1%	0.61%	0.1%
NTNX	B	0.05%	0.07%	0.05%
NVDA	C	3.69%	6.03%	3.69%
NWSA	B	0.02%	0.21%	0.02%
OC	B	0.05%	0.11%	0.05%
ODFL	B	0.05%	0.04%	0.04%
OMC	C	0.06%	0.26%	0.06%
ORCL	C	0.99%	0.7%	0.7%
OTIS	C	0.06%	0.06%	0.06%
PANW	C	0.12%	0.16%	0.12%
PAYX	B	0.06%	0.05%	0.05%
PEG	A	0.08%	0.39%	0.08%
PEP	F	0.36%	1.14%	0.36%
PGR	A	0.15%	0.32%	0.15%
PKG	B	0.04%	0.21%	0.04%
PLTR	B	0.16%	0.28%	0.16%
PNC	A	0.32%	0.12%	0.12%
PRU	A	0.2%	0.22%	0.2%
PYPL	A	0.3%	0.02%	0.02%
QCOM	F	0.5%	0.47%	0.47%
REGN	F	0.17%	0.03%	0.03%
RMD	C	0.04%	0.29%	0.04%
RPM	A	0.02%	0.44%	0.02%
RTX	D	0.4%	0.32%	0.32%
SBUX	B	0.15%	0.07%	0.07%
SHW	A	0.13%	0.45%	0.13%
SNA	A	0.04%	0.06%	0.04%
SNOW	C	0.03%	0.01%	0.01%
SNPS	B	0.1%	0.04%	0.04%
SO	D	0.18%	0.2%	0.18%
SPG	C	0.1%	0.33%	0.1%
SPGI	C	0.16%	0.27%	0.16%
STT	A	0.11%	0.15%	0.11%
SWKS	F	0.07%	0.05%	0.05%
SYK	C	0.19%	0.08%	0.08%
T	A	0.9%	0.54%	0.54%
TER	F	0.05%	0.07%	0.05%
TGT	F	0.15%	0.03%	0.03%
TJX	A	0.19%	0.07%	0.07%
TMO	F	0.32%	0.15%	0.15%
TMUS	A	0.44%	0.25%	0.25%
TRGP	B	0.04%	0.13%	0.04%
TROW	A	0.07%	0.52%	0.07%
TRV	B	0.13%	0.28%	0.13%
TSCO	C	0.04%	0.16%	0.04%
TSLA	B	0.75%	1.5%	0.75%
TXN	D	0.38%	1.09%	0.38%
UBER	D	0.09%	0.29%	0.09%
UNH	B	0.92%	0.8%	0.8%
VLO	C	0.29%	0.21%	0.21%
VRSK	A	0.04%	0.26%	0.04%
VRTX	D	0.18%	0.34%	0.18%
VZ	B	0.85%	1.24%	0.85%
WFC	A	1.1%	0.27%	0.27%
WMB	B	0.13%	0.23%	0.13%
WMT	B	1.12%	0.71%	0.71%
WSM	B	0.04%	0.12%	0.04%
WST	C	0.02%	0.33%	0.02%
XOM	C	2.18%	1.05%	1.05%
YUM	B	0.05%	0.54%	0.05%
ZS	C	0.04%	0.04%	0.04%
ZTS	D	0.08%	0.15%	0.08%

EPS Overweight 313 Positions Relative to HDUS

Symbol	Grade	Weight
V	A	0.86%
PG	A	0.68%
CMCSA	C	0.64%
MA	B	0.53%
PM	B	0.49%
DE	B	0.42%
CI	D	0.33%
CVS	D	0.33%
DIS	B	0.32%
SCHW	A	0.31%
PSX	C	0.3%
COF	B	0.29%
FI	A	0.28%
UPS	C	0.27%
HON	B	0.26%
MET	A	0.26%
F	C	0.26%
ADI	D	0.26%
DAL	B	0.24%
UNP	C	0.24%
ELV	F	0.24%
USB	A	0.24%
DFS	B	0.22%
DHI	D	0.22%
DHS	A	0.2%
PCAR	B	0.2%
UAL	B	0.19%
VST	B	0.19%
AIG	B	0.19%
CHTR	C	0.18%
AMP	B	0.18%
ANET	C	0.18%
PH	A	0.18%
LEN	C	0.18%
HPE	B	0.17%
MTB	B	0.17%
URI	B	0.17%
FIS	D	0.17%
ADP	B	0.16%
NUE	D	0.16%
KR	A	0.15%
ICE	D	0.15%
SCCO	F	0.15%
OKE	C	0.14%
PHM	C	0.14%
SRE	A	0.14%
NOC	D	0.14%
MDLZ	F	0.14%
OXY	F	0.14%
CSX	B	0.14%
ADSK	B	0.13%
STLD	B	0.13%
FITB	B	0.13%
FTNT	C	0.13%
HIG	B	0.13%
EMR	A	0.13%
SYF	A	0.13%
NSC	A	0.12%
HBAN	B	0.12%
NKE	F	0.12%
FCNCA	B	0.12%
D	C	0.12%
CME	A	0.12%
BDX	F	0.12%
DVN	F	0.12%
MAR	A	0.12%
RF	B	0.12%
ITW	A	0.12%
MCHP	F	0.12%
COR	C	0.11%
ORLY	B	0.11%
ADM	F	0.11%
CFG	B	0.11%
APD	A	0.11%
AEP	D	0.11%
ON	C	0.11%
CNC	F	0.11%
CARR	C	0.11%
KHC	D	0.11%
PLD	D	0.11%
GEN	A	0.1%
GPN	C	0.1%
PCG	B	0.1%
ROP	B	0.1%
LHX	C	0.1%
WM	A	0.1%
CEG	D	0.1%
AZO	C	0.1%
GEV	C	0.09%
CF	B	0.09%
GIS	D	0.09%
ZM	B	0.09%
VICI	C	0.09%
RJF	A	0.09%
GWW	A	0.09%
KEYS	B	0.09%
INTC	C	0.08%
WDAY	C	0.08%
EXC	D	0.08%
JBL	C	0.08%
HAL	C	0.08%
RSG	A	0.08%
HLT	A	0.08%
BLDR	C	0.08%
EQH	B	0.08%
ALB	C	0.08%
CTRA	B	0.08%
MKL	A	0.08%
PSA	C	0.08%
KDP	D	0.08%
CBRE	B	0.07%
MRO	B	0.07%
NVR	D	0.07%
ANSS	B	0.07%
AJG	A	0.07%
HUM	C	0.07%
TDG	D	0.07%
K	A	0.07%
PSTG	D	0.07%
TDY	B	0.07%
STZ	D	0.07%
FFIV	A	0.07%
SYY	C	0.07%
TEAM	B	0.06%
IQV	F	0.06%
HES	C	0.06%
SMCI	D	0.06%
PWR	A	0.06%
TYL	A	0.06%
TWLO	B	0.06%
BKR	C	0.06%
EQIX	A	0.06%
CPRT	A	0.06%
DOV	A	0.06%
AME	A	0.06%
ED	D	0.06%
DD	D	0.06%
PFG	C	0.06%
CPAY	A	0.06%
ROST	C	0.06%
IR	A	0.06%
EXPE	B	0.06%
AMT	D	0.06%
CAH	B	0.06%
CDW	F	0.06%
XEL	A	0.06%
ETR	B	0.06%
WAB	B	0.06%
LH	B	0.05%
WLK	D	0.05%
OVV	C	0.05%
SSNC	A	0.05%
DINO	F	0.05%
AKAM	F	0.05%
LDOS	D	0.05%
ZBH	C	0.05%
KEY	A	0.05%
PPG	D	0.05%
EPAM	C	0.05%
WEC	A	0.05%
WELL	C	0.05%
L	B	0.05%
DLR	A	0.05%
FE	D	0.05%
RS	B	0.05%
DOW	F	0.05%
MNST	B	0.05%
A	D	0.05%
HWM	B	0.05%
FAST	B	0.05%
NTRS	A	0.05%
PTC	A	0.05%
BIIB	F	0.05%
ES	D	0.05%
LPLA	B	0.05%
CNP	A	0.04%
AEE	A	0.04%
MOS	F	0.04%
HOLX	D	0.04%
OKTA	C	0.04%
DT	C	0.04%
AXON	B	0.04%
BRO	B	0.04%
IP	B	0.04%
VMC	B	0.04%
CCI	D	0.04%
TTD	B	0.04%
FTV	B	0.04%
PPL	B	0.04%
CNA	B	0.04%
VRT	B	0.04%
ROK	B	0.04%
CAG	D	0.04%
WRB	A	0.04%
VRSN	F	0.04%
RGA	A	0.04%
EW	C	0.04%
MLM	B	0.04%
HRL	D	0.03%
IDXX	F	0.03%
EVRG	A	0.03%
NI	A	0.03%
MOH	F	0.03%
CHD	B	0.03%
LNT	A	0.03%
HEI	B	0.03%
LYV	A	0.03%
EMN	D	0.03%
AWK	D	0.03%
IPG	C	0.03%
ULTA	F	0.03%
APA	F	0.03%
J	F	0.03%
SJM	D	0.03%
O	D	0.03%
CPNG	D	0.03%
MTD	F	0.03%
EFX	D	0.03%
EXPD	C	0.03%
HUBB	B	0.03%
EXR	C	0.03%
EQT	B	0.03%
LVS	C	0.03%
DECK	A	0.03%
CMS	C	0.03%
ENPH	F	0.03%
MAS	C	0.03%
UTHR	C	0.03%
TXT	D	0.03%
BEN	C	0.03%
BSY	D	0.03%
ATO	A	0.03%
TAP	C	0.03%
PAG	B	0.03%
VTR	D	0.02%
SBAC	D	0.02%
PINS	F	0.02%
WTRG	B	0.02%
INVH	D	0.02%
MAA	B	0.02%
CE	F	0.02%
WPC	D	0.02%
PFGC	A	0.02%
NDSN	B	0.02%
DPZ	C	0.02%
TSN	B	0.02%
ALNY	D	0.02%
FDS	B	0.02%
ALGN	D	0.02%
IEX	B	0.02%
AVTR	F	0.02%
GGG	B	0.02%
DXCM	C	0.02%
POOL	C	0.02%
USFD	A	0.02%
ROL	B	0.02%
CLX	C	0.02%
ACM	A	0.02%
LBRDK	C	0.02%
GL	C	0.02%
AVY	D	0.02%
CSGP	C	0.02%
LUV	B	0.02%
SIRI	C	0.02%
WY	D	0.02%
MDB	C	0.02%
TTWO	B	0.02%
MKC	D	0.02%
HST	C	0.02%
XYL	D	0.02%
BALL	D	0.02%
WSO	A	0.02%
WAT	B	0.02%
SW	B	0.02%
U	C	0.02%
SOLV	C	0.02%
VEEV	B	0.02%
COTY	F	0.01%
FND	C	0.01%
EXAS	F	0.01%
REXR	F	0.01%
BMRN	F	0.01%
SWK	D	0.01%
NBIX	C	0.01%
MGM	F	0.01%
TECH	C	0.01%
WMS	F	0.01%
AMH	C	0.01%
SUI	D	0.01%
CPT	B	0.01%
DAY	A	0.01%
KIM	A	0.01%
ARE	D	0.01%
XPO	B	0.01%
TW	B	0.01%
CASY	B	0.01%
TFX	F	0.01%
UDR	B	0.01%
BLD	C	0.01%
CRL	C	0.01%
INCY	C	0.01%
ELS	C	0.01%
PODD	B	0.01%
PAYC	A	0.01%
BURL	B	0.01%
CCK	D	0.01%
LW	C	0.01%
ERIE	D	0.01%
REG	B	0.01%
LECO	C	0.0%
FIVE	D	0.0%
CELH	F	0.0%
SAIA	C	0.0%

EPS Underweight 80 Positions Relative to HDUS

Symbol	Grade	Weight
LAMR	C	-0.77%
KNF	B	-0.69%
JHG	A	-0.68%
ALSN	B	-0.59%
DBX	C	-0.53%
RHI	C	-0.5%
TXRH	A	-0.48%
STWD	C	-0.48%
CB	D	-0.43%
R	B	-0.42%
AXS	A	-0.41%
MLI	C	-0.4%
ACN	B	-0.39%
MUSA	B	-0.38%
HRB	D	-0.37%
NXPI	D	-0.36%
ADC	B	-0.35%
RDN	C	-0.35%
AGNC	D	-0.34%
RL	B	-0.33%
DCI	A	-0.33%
STAG	D	-0.33%
OHI	D	-0.31%
INGR	B	-0.29%
FSS	B	-0.26%
BG	F	-0.26%
ETN	A	-0.24%
CHRD	F	-0.23%
NNN	D	-0.23%
ALTR	B	-0.22%
GWRE	B	-0.22%
ALV	C	-0.22%
NYT	C	-0.22%
NEE	D	-0.22%
MDT	D	-0.21%
ORI	A	-0.2%
PFE	D	-0.19%
BJ	B	-0.17%
FLEX	B	-0.17%
CSWI	A	-0.15%
DY	D	-0.14%
TT	B	-0.14%
COKE	C	-0.12%
DKS	C	-0.12%
CBT	C	-0.12%
ESI	B	-0.1%
NRG	C	-0.1%
WTW	B	-0.09%
MTG	B	-0.09%
DASH	A	-0.09%
VRNS	D	-0.09%
GNTX	C	-0.09%
CUBE	D	-0.08%
CROX	F	-0.08%
COIN	B	-0.07%
HLNE	A	-0.07%
AMD	F	-0.07%
KKR	B	-0.06%
ESTC	C	-0.05%
CHH	A	-0.05%
FLO	C	-0.05%
TFC	B	-0.05%
SMAR	A	-0.04%
CACI	D	-0.04%
DTM	B	-0.04%
INSP	D	-0.04%
RBLX	C	-0.04%
JNPR	F	-0.04%
AYI	B	-0.04%
TPR	A	-0.03%
EVR	B	-0.03%
IBKR	B	-0.03%
DELL	C	-0.02%
CRUS	F	-0.02%
FR	C	-0.02%
OGE	A	-0.02%
TMDX	F	-0.01%
OGN	F	-0.01%
EGP	D	-0.01%
RYN	C	-0.01%