EVUS vs. HDUS ETF Comparison
Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to Hartford Disciplined US Equity ETF (HDUS)
EVUS
iShares ESG Aware MSCI USA Value ETF
EVUS Description
EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.
Grade (RS Rating)
Last Trade
$30.93
Average Daily Volume
1,444
Number of Holdings
*
234
* 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
$58.46
Average Daily Volume
3,372
Number of Holdings
*
263
* may have additional holdings in another (foreign) market
Performance
| Period | EVUS | HDUS |
|---|---|---|
| 30 Days | 2.65% | 3.75% |
| 60 Days | 3.47% | 5.23% |
| 90 Days | 6.09% | 7.06% |
| 12 Months | 29.50% | 31.94% |
92 Overlapping Holdings
| Symbol | Grade | Weight in EVUS | Weight in HDUS | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 0.92% | 1.02% | 0.92% | |
| ABT | B | 0.24% | 0.52% | 0.24% | |
| ACN | C | 0.56% | 0.39% | 0.39% | |
| AFL | B | 0.23% | 0.28% | 0.23% | |
| AMGN | D | 0.74% | 0.2% | 0.2% | |
| AVGO | D | 2.9% | 1.26% | 1.26% | |
| AXP | A | 0.9% | 0.19% | 0.19% | |
| BAC | A | 1.33% | 0.07% | 0.07% | |
| BBY | D | 0.28% | 0.05% | 0.05% | |
| BG | F | 0.32% | 0.26% | 0.26% | |
| BK | A | 0.74% | 0.61% | 0.61% | |
| BLK | C | 0.31% | 0.13% | 0.13% | |
| BMY | B | 0.42% | 0.72% | 0.42% | |
| BR | A | 0.73% | 0.12% | 0.12% | |
| BRK.A | B | 1.19% | 0.46% | 0.46% | |
| C | A | 0.69% | 0.09% | 0.09% | |
| CAT | B | 0.75% | 0.23% | 0.23% | |
| CB | C | 0.13% | 0.43% | 0.13% | |
| CBOE | B | 0.11% | 0.68% | 0.11% | |
| CHRW | C | 0.4% | 0.3% | 0.3% | |
| CMI | A | 0.78% | 0.88% | 0.78% | |
| COP | C | 0.82% | 0.3% | 0.3% | |
| CPB | D | 0.12% | 0.07% | 0.07% | |
| CSCO | B | 1.01% | 0.31% | 0.31% | |
| CVX | A | 1.26% | 0.92% | 0.92% | |
| DGX | A | 0.3% | 0.3% | 0.3% | |
| DHR | F | 0.7% | 0.08% | 0.08% | |
| EA | A | 0.41% | 0.49% | 0.41% | |
| ECL | D | 0.64% | 0.11% | 0.11% | |
| EIX | B | 0.28% | 0.15% | 0.15% | |
| ETN | A | 0.29% | 0.24% | 0.24% | |
| FANG | D | 0.11% | 0.22% | 0.11% | |
| FDX | B | 0.23% | 0.25% | 0.23% | |
| GEHC | F | 0.09% | 0.13% | 0.09% | |
| GILD | C | 0.96% | 0.48% | 0.48% | |
| GS | A | 0.84% | 0.11% | 0.11% | |
| HCA | F | 0.3% | 0.09% | 0.09% | |
| HD | A | 2.07% | 0.46% | 0.46% | |
| HPQ | B | 0.17% | 0.13% | 0.13% | |
| IBM | C | 1.17% | 0.73% | 0.73% | |
| IRM | D | 0.34% | 0.45% | 0.34% | |
| JBHT | C | 0.16% | 0.02% | 0.02% | |
| JNJ | D | 1.43% | 1.51% | 1.43% | |
| JNPR | F | 0.11% | 0.04% | 0.04% | |
| JPM | A | 2.81% | 0.92% | 0.92% | |
| KMB | D | 0.36% | 0.24% | 0.24% | |
| KMI | A | 0.81% | 0.34% | 0.34% | |
| KO | D | 1.67% | 0.46% | 0.46% | |
| LKQ | D | 0.39% | 0.01% | 0.01% | |
| LOW | D | 0.74% | 0.19% | 0.19% | |
| MCD | D | 0.63% | 0.28% | 0.28% | |
| MMC | B | 0.24% | 0.18% | 0.18% | |
| MMM | D | 0.6% | 0.16% | 0.16% | |
| MRK | F | 0.52% | 0.26% | 0.26% | |
| MS | A | 1.07% | 0.41% | 0.41% | |
| NDAQ | A | 0.38% | 0.19% | 0.19% | |
| NEE | D | 0.82% | 0.22% | 0.22% | |
| NTAP | C | 0.1% | 0.61% | 0.1% | |
| NXPI | D | 0.52% | 0.36% | 0.36% | |
| OC | A | 0.21% | 0.11% | 0.11% | |
| ORCL | B | 1.31% | 0.7% | 0.7% | |
| PAYX | C | 0.12% | 0.05% | 0.05% | |
| PEG | A | 0.96% | 0.39% | 0.39% | |
| PEP | F | 0.84% | 1.14% | 0.84% | |
| PFE | D | 0.55% | 0.19% | 0.19% | |
| PGR | A | 0.39% | 0.32% | 0.32% | |
| PNC | B | 0.62% | 0.12% | 0.12% | |
| PRU | A | 1.02% | 0.22% | 0.22% | |
| PYPL | B | 0.24% | 0.02% | 0.02% | |
| QCOM | F | 0.63% | 0.47% | 0.47% | |
| REGN | F | 0.22% | 0.03% | 0.03% | |
| RMD | C | 0.1% | 0.29% | 0.1% | |
| RTX | C | 0.79% | 0.32% | 0.32% | |
| SBUX | A | 0.37% | 0.07% | 0.07% | |
| SPGI | C | 0.65% | 0.27% | 0.27% | |
| STT | A | 0.18% | 0.15% | 0.15% | |
| T | A | 0.38% | 0.54% | 0.38% | |
| TFC | A | 0.24% | 0.05% | 0.05% | |
| TGT | F | 0.43% | 0.03% | 0.03% | |
| TJX | A | 0.18% | 0.07% | 0.07% | |
| TMO | F | 0.11% | 0.15% | 0.11% | |
| TRV | B | 0.46% | 0.28% | 0.28% | |
| TSCO | D | 0.23% | 0.16% | 0.16% | |
| TXN | C | 1.47% | 1.09% | 1.09% | |
| UNH | C | 2.04% | 0.8% | 0.8% | |
| VLO | C | 0.23% | 0.21% | 0.21% | |
| VZ | C | 0.79% | 1.24% | 0.79% | |
| WFC | A | 0.28% | 0.27% | 0.27% | |
| WMB | A | 0.16% | 0.23% | 0.16% | |
| WTW | B | 0.14% | 0.09% | 0.09% | |
| XOM | B | 1.54% | 1.05% | 1.05% | |
| ZTS | D | 0.43% | 0.15% | 0.15% |
EVUS Overweight 142 Positions Relative to HDUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| PG | A | 1.5% | |
| ADP | B | 1.24% | |
| K | A | 0.89% | |
| DIS | B | 0.88% | |
| HON | B | 0.86% | |
| OKE | A | 0.77% | |
| CRH | A | 0.76% | |
| NI | A | 0.67% | |
| ELV | F | 0.65% | |
| PNR | A | 0.63% | |
| EQIX | A | 0.61% | |
| GIS | D | 0.6% | |
| CCI | D | 0.6% | |
| AMT | D | 0.59% | |
| CI | F | 0.58% | |
| INTC | D | 0.57% | |
| MET | A | 0.52% | |
| EXPD | D | 0.51% | |
| LIN | D | 0.49% | |
| COR | B | 0.49% | |
| HIG | B | 0.47% | |
| DLR | B | 0.47% | |
| SYF | B | 0.47% | |
| WELL | A | 0.46% | |
| DFS | B | 0.45% | |
| FERG | B | 0.43% | |
| CLX | B | 0.43% | |
| DE | A | 0.43% | |
| XYL | D | 0.41% | |
| MU | D | 0.41% | |
| KR | B | 0.41% | |
| SCHW | B | 0.4% | |
| CARR | D | 0.4% | |
| NOC | D | 0.4% | |
| CMCSA | B | 0.4% | |
| OVV | B | 0.39% | |
| JCI | C | 0.38% | |
| FI | A | 0.38% | |
| CMS | C | 0.38% | |
| FLUT | A | 0.36% | |
| KEYS | A | 0.35% | |
| CBRE | B | 0.35% | |
| HPE | B | 0.35% | |
| ANSS | B | 0.35% | |
| EXC | C | 0.35% | |
| PPG | F | 0.34% | |
| PSX | C | 0.33% | |
| TAP | C | 0.33% | |
| UPS | C | 0.32% | |
| BKR | B | 0.31% | |
| CAH | B | 0.31% | |
| STE | F | 0.3% | |
| COO | D | 0.3% | |
| DAL | C | 0.3% | |
| PLD | D | 0.3% | |
| HBAN | A | 0.29% | |
| CHD | B | 0.29% | |
| NEM | D | 0.28% | |
| D | C | 0.28% | |
| SLB | C | 0.28% | |
| USB | A | 0.28% | |
| FTV | C | 0.27% | |
| ADI | D | 0.27% | |
| URI | B | 0.27% | |
| WY | D | 0.26% | |
| KHC | F | 0.26% | |
| ED | D | 0.25% | |
| NUE | C | 0.25% | |
| FIS | C | 0.25% | |
| CNH | C | 0.24% | |
| ES | D | 0.23% | |
| ZBH | C | 0.23% | |
| GEV | B | 0.23% | |
| FBIN | D | 0.23% | |
| LH | C | 0.22% | |
| WTRG | B | 0.21% | |
| J | F | 0.21% | |
| KDP | D | 0.21% | |
| TRMB | B | 0.2% | |
| AIZ | A | 0.2% | |
| A | D | 0.19% | |
| FDS | B | 0.19% | |
| COF | B | 0.18% | |
| CNC | D | 0.18% | |
| MRO | B | 0.18% | |
| IEX | B | 0.17% | |
| EQT | B | 0.16% | |
| ACGL | D | 0.16% | |
| DHI | D | 0.16% | |
| NTRS | A | 0.16% | |
| IP | B | 0.16% | |
| IR | B | 0.15% | |
| TWLO | A | 0.15% | |
| TFX | F | 0.15% | |
| ALLE | D | 0.15% | |
| HOLX | D | 0.14% | |
| MKC | D | 0.14% | |
| HUBB | B | 0.14% | |
| PHM | D | 0.13% | |
| ROK | B | 0.13% | |
| FOX | A | 0.13% | |
| HRL | D | 0.12% | |
| BXP | D | 0.12% | |
| AKAM | D | 0.12% | |
| IFF | D | 0.12% | |
| PFG | D | 0.12% | |
| HII | D | 0.12% | |
| LDOS | C | 0.11% | |
| ADM | D | 0.11% | |
| PSA | D | 0.11% | |
| SOLV | C | 0.11% | |
| AZPN | A | 0.11% | |
| GEN | B | 0.11% | |
| WDC | D | 0.11% | |
| MKTX | D | 0.11% | |
| APD | A | 0.11% | |
| STLD | B | 0.11% | |
| CCK | C | 0.1% | |
| DD | D | 0.1% | |
| BALL | D | 0.1% | |
| HUM | C | 0.1% | |
| BIIB | F | 0.1% | |
| DOW | F | 0.1% | |
| ITW | B | 0.1% | |
| FSLR | F | 0.1% | |
| DOV | A | 0.1% | |
| ICE | C | 0.1% | |
| CAG | D | 0.09% | |
| MDLZ | F | 0.09% | |
| TTC | D | 0.09% | |
| AVTR | F | 0.09% | |
| CVS | D | 0.09% | |
| KMX | B | 0.09% | |
| ULTA | F | 0.09% | |
| AVY | D | 0.09% | |
| SYY | B | 0.09% | |
| STZ | D | 0.09% | |
| LYB | F | 0.08% | |
| NKE | D | 0.08% | |
| IPG | D | 0.08% | |
| DG | F | 0.06% | |
| DLTR | F | 0.06% |
EVUS Underweight 171 Positions Relative to HDUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -6.03% | |
| MSFT | F | -5.29% | |
| AAPL | C | -5.11% | |
| GOOGL | C | -3.95% | |
| AMZN | C | -3.39% | |
| META | D | -1.85% | |
| TSLA | B | -1.5% | |
| MO | A | -1.12% | |
| LLY | F | -0.89% | |
| LAMR | D | -0.77% | |
| WMT | A | -0.71% | |
| KNF | A | -0.69% | |
| JHG | A | -0.68% | |
| CL | D | -0.67% | |
| COST | B | -0.64% | |
| KVUE | A | -0.64% | |
| CTAS | B | -0.63% | |
| NFLX | A | -0.63% | |
| EME | C | -0.59% | |
| ALSN | B | -0.59% | |
| YUM | B | -0.54% | |
| DBX | B | -0.53% | |
| CTSH | B | -0.52% | |
| TROW | B | -0.52% | |
| RHI | B | -0.5% | |
| BKNG | A | -0.5% | |
| GLPI | C | -0.5% | |
| GDDY | A | -0.49% | |
| TXRH | C | -0.48% | |
| STWD | C | -0.48% | |
| SHW | A | -0.45% | |
| APH | A | -0.45% | |
| EOG | A | -0.44% | |
| RPM | A | -0.44% | |
| R | B | -0.42% | |
| MCO | B | -0.41% | |
| AXS | A | -0.41% | |
| MLI | C | -0.4% | |
| MCK | B | -0.39% | |
| MUSA | A | -0.38% | |
| HRB | D | -0.37% | |
| AMAT | F | -0.36% | |
| ADC | B | -0.35% | |
| CRM | B | -0.35% | |
| BAH | F | -0.35% | |
| RDN | C | -0.35% | |
| VRTX | F | -0.34% | |
| AGNC | D | -0.34% | |
| WST | C | -0.33% | |
| BSX | B | -0.33% | |
| RL | B | -0.33% | |
| DCI | B | -0.33% | |
| FICO | B | -0.33% | |
| STAG | F | -0.33% | |
| SPG | B | -0.33% | |
| LMT | D | -0.32% | |
| OHI | C | -0.31% | |
| CRBG | B | -0.29% | |
| UBER | D | -0.29% | |
| INGR | B | -0.29% | |
| PLTR | B | -0.28% | |
| KLAC | D | -0.28% | |
| FSS | B | -0.26% | |
| EBAY | D | -0.26% | |
| VRSK | A | -0.26% | |
| OMC | C | -0.26% | |
| TMUS | B | -0.25% | |
| APP | B | -0.25% | |
| FOXA | B | -0.25% | |
| INTU | C | -0.24% | |
| HSY | F | -0.23% | |
| ESS | B | -0.23% | |
| CHRD | D | -0.23% | |
| NNN | D | -0.23% | |
| ABNB | C | -0.22% | |
| ALTR | B | -0.22% | |
| GWRE | A | -0.22% | |
| ALV | C | -0.22% | |
| NYT | C | -0.22% | |
| NWSA | B | -0.21% | |
| PKG | A | -0.21% | |
| MANH | D | -0.21% | |
| CRWD | B | -0.21% | |
| MDT | D | -0.21% | |
| ORI | A | -0.2% | |
| SO | D | -0.2% | |
| LNG | B | -0.2% | |
| HUBS | A | -0.18% | |
| NOW | A | -0.18% | |
| MPC | D | -0.18% | |
| BJ | A | -0.17% | |
| FLEX | A | -0.17% | |
| PANW | C | -0.16% | |
| CDNS | B | -0.16% | |
| ACI | C | -0.16% | |
| MSI | B | -0.16% | |
| GE | D | -0.15% | |
| CSWI | A | -0.15% | |
| LRCX | F | -0.15% | |
| DY | D | -0.14% | |
| AVB | B | -0.14% | |
| TT | A | -0.14% | |
| GD | F | -0.14% | |
| GLW | B | -0.13% | |
| ADBE | C | -0.13% | |
| DDOG | A | -0.13% | |
| TRGP | B | -0.13% | |
| COKE | C | -0.12% | |
| WSM | B | -0.12% | |
| DKS | C | -0.12% | |
| DUK | C | -0.12% | |
| CBT | C | -0.12% | |
| MPWR | F | -0.11% | |
| DRI | B | -0.11% | |
| ESI | A | -0.1% | |
| NRG | B | -0.1% | |
| MTG | C | -0.09% | |
| DASH | A | -0.09% | |
| GPC | D | -0.09% | |
| LII | A | -0.09% | |
| VRNS | D | -0.09% | |
| GNTX | C | -0.09% | |
| CMG | B | -0.09% | |
| CUBE | D | -0.08% | |
| EQR | B | -0.08% | |
| SYK | C | -0.08% | |
| CROX | D | -0.08% | |
| COIN | C | -0.07% | |
| HLNE | B | -0.07% | |
| IT | C | -0.07% | |
| DTE | C | -0.07% | |
| AMD | F | -0.07% | |
| NTNX | A | -0.07% | |
| TER | D | -0.07% | |
| OTIS | C | -0.06% | |
| SNA | A | -0.06% | |
| KKR | A | -0.06% | |
| ESTC | C | -0.05% | |
| CHH | A | -0.05% | |
| FLO | D | -0.05% | |
| SWKS | F | -0.05% | |
| SMAR | A | -0.04% | |
| CACI | D | -0.04% | |
| DTM | B | -0.04% | |
| FNF | B | -0.04% | |
| INSP | D | -0.04% | |
| RBLX | C | -0.04% | |
| ZS | C | -0.04% | |
| AYI | B | -0.04% | |
| MSCI | C | -0.04% | |
| ODFL | B | -0.04% | |
| SNPS | B | -0.04% | |
| TPR | B | -0.03% | |
| EVR | B | -0.03% | |
| IBKR | A | -0.03% | |
| MORN | B | -0.03% | |
| CSL | C | -0.03% | |
| JKHY | D | -0.03% | |
| DELL | C | -0.02% | |
| CRUS | D | -0.02% | |
| ISRG | A | -0.02% | |
| GM | B | -0.02% | |
| NET | B | -0.02% | |
| FR | C | -0.02% | |
| OGE | B | -0.02% | |
| TMDX | F | -0.01% | |
| SNOW | C | -0.01% | |
| OGN | D | -0.01% | |
| CINF | A | -0.01% | |
| EGP | F | -0.01% | |
| RYN | D | -0.01% |
EVUS: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Drug Manufacturers - Major
Packaged Foods
Business Services
Capital Markets
Health Care Plans
Semiconductors
Specialty Chemicals
Credit Services
Diagnostics & Research
Integrated Shipping & Logistics
Medical Instruments & Supplies
Oil & Gas E&P
Software - Application
Utilities - Regulated Electric
Asset Management
Banks - Global
Banks - Regional - US
Household & Personal Products
Insurance - Diversified
HDUS: Top Represented Industries & Keywords
Industries:
Software - Application
Software - Infrastructure
Semiconductors
Specialty Retail
Asset Management
Business Services
Drug Manufacturers - Major
Capital Markets
Medical Devices
Restaurants
Utilities - Regulated Electric
Diversified Industrials
Information Technology Services
Insurance - Property & Casualty
Oil & Gas Midstream
Specialty Chemicals
Auto Parts
Banks - Global
Oil & Gas E&P
REIT - Industrial
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