FCPI vs. HDUS ETF Comparison

Comparison of Fidelity Stocks for Inflation ETF (FCPI) to Hartford Disciplined US Equity ETF (HDUS)

FCPI

Fidelity Stocks for Inflation ETF

FCPI Description

The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity Stocks for Inflation Factor Index℠. The fund normally invests at least 80% of its assets in securities included in the Fidelity Stocks for Inflation Factor Index℠, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies with attractive valuations, high quality profiles and positive momentum signals, emphasizing industries that tend to outperform in inflationary environments.

Grade (RS Rating)

Last Trade

$45.94

Average Daily Volume

22,740

Number of Holdings ^*

101

* 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

$58.31

Average Daily Volume

3,395

Number of Holdings ^*

263

* may have additional holdings in another (foreign) market

Performance

Period	FCPI	HDUS
30 Days	6.31%	3.94%
60 Days	6.37%	5.08%
90 Days	8.57%	7.51%
12 Months	39.02%	32.33%

55 Overlapping Holdings

Symbol	Grade	Weight in FCPI	Weight in HDUS	Overlap
AAPL	B	5.11%	5.11%	5.11%
ABBV	D	1.45%	1.02%	1.02%
ABNB	C	0.32%	0.22%	0.22%
AMAT	F	0.38%	0.36%	0.36%
AMZN	C	1.95%	3.39%	1.95%
APH	B	0.35%	0.45%	0.35%
APP	B	0.92%	0.25%	0.25%
AVGO	D	1.27%	1.26%	1.26%
BKNG	B	0.52%	0.5%	0.5%
C	A	0.7%	0.09%	0.09%
CAT	B	0.63%	0.23%	0.23%
CL	D	1.45%	0.67%	0.67%
COKE	C	1.42%	0.12%	0.12%
CRBG	B	0.57%	0.29%	0.29%
CRUS	F	0.17%	0.02%	0.02%
CRWD	B	0.42%	0.21%	0.21%
CSL	B	0.46%	0.03%	0.03%
DBX	C	0.23%	0.53%	0.23%
DELL	C	0.29%	0.02%	0.02%
EBAY	C	0.32%	0.26%	0.26%
EME	B	0.6%	0.59%	0.59%
FICO	B	0.37%	0.33%	0.33%
GDDY	B	0.3%	0.49%	0.3%
GOOGL	C	1.45%	3.95%	1.45%
HCA	F	1.07%	0.09%	0.09%
HRB	D	0.27%	0.37%	0.27%
IBM	C	0.51%	0.73%	0.51%
KLAC	F	0.28%	0.28%	0.28%
KMB	C	1.47%	0.24%	0.24%
LLY	F	2.02%	0.89%	0.89%
LRCX	F	0.3%	0.15%	0.15%
MCK	C	1.17%	0.39%	0.39%
META	D	0.96%	1.85%	0.96%
MLI	C	0.55%	0.4%	0.4%
MO	A	1.75%	1.12%	1.12%
MPC	F	1.86%	0.18%	0.18%
MSFT	D	4.79%	5.29%	4.79%
MTG	B	0.52%	0.09%	0.09%
NFLX	B	0.33%	0.63%	0.33%
NRG	C	2.51%	0.1%	0.1%
NTAP	C	0.23%	0.61%	0.23%
NVDA	C	5.6%	6.03%	5.6%
NXPI	D	0.26%	0.36%	0.26%
OC	B	0.45%	0.11%	0.11%
PANW	C	0.43%	0.16%	0.16%
PGR	A	0.78%	0.32%	0.32%
QCOM	F	0.44%	0.47%	0.44%
REGN	F	0.85%	0.03%	0.03%
SPG	C	2.02%	0.33%	0.33%
SWKS	F	0.17%	0.05%	0.05%
T	A	0.16%	0.54%	0.16%
TMUS	A	0.13%	0.25%	0.13%
VLO	C	1.81%	0.21%	0.21%
VZ	B	0.16%	1.24%	0.16%
WSM	B	0.35%	0.12%	0.12%

FCPI Overweight 46 Positions Relative to HDUS

Symbol	Grade	Weight
VST	B	4.0%
TPL	B	3.42%
CF	B	2.69%
STLD	B	2.59%
NUE	D	2.2%
PG	A	2.18%
AM	B	2.11%
BRBR	B	2.07%
VICI	C	1.73%
HST	C	1.71%
UTHR	C	1.19%
CI	D	1.18%
V	A	1.13%
THC	D	1.09%
RPRX	D	0.98%
UHS	D	0.97%
ELV	F	0.94%
MEDP	F	0.89%
AMP	B	0.75%
COF	B	0.72%
SYF	A	0.7%
DFS	B	0.69%
FIX	A	0.61%
RNR	C	0.6%
JXN	B	0.6%
HIG	B	0.59%
RGA	A	0.54%
LDOS	D	0.48%
BCC	B	0.43%
ANET	C	0.36%
MU	D	0.35%
DOCU	A	0.31%
TOL	A	0.31%
ZM	B	0.29%
PHM	C	0.29%
ANF	C	0.27%
ATKR	C	0.27%
GEN	A	0.25%
CVLT	B	0.24%
ACIW	B	0.24%
GAP	C	0.24%
QLYS	C	0.21%
DIS	B	0.19%
ONTO	F	0.19%
CMCSA	C	0.16%
PINS	F	0.04%

FCPI Underweight 208 Positions Relative to HDUS

Symbol	Grade	Weight
JNJ	D	-1.51%
TSLA	B	-1.5%
PEP	F	-1.14%
TXN	D	-1.09%
XOM	C	-1.05%
JPM	B	-0.92%
CVX	B	-0.92%
CMI	A	-0.88%
UNH	B	-0.8%
LAMR	C	-0.77%
BMY	B	-0.72%
WMT	B	-0.71%
ORCL	C	-0.7%
KNF	B	-0.69%
JHG	A	-0.68%
CBOE	B	-0.68%
COST	B	-0.64%
KVUE	A	-0.64%
CTAS	B	-0.63%
BK	A	-0.61%
ALSN	B	-0.59%
YUM	B	-0.54%
CTSH	B	-0.52%
TROW	A	-0.52%
ABT	B	-0.52%
RHI	C	-0.5%
GLPI	B	-0.5%
EA	C	-0.49%
TXRH	A	-0.48%
STWD	C	-0.48%
GILD	B	-0.48%
KO	D	-0.46%
HD	A	-0.46%
BRK.A	B	-0.46%
SHW	A	-0.45%
IRM	C	-0.45%
EOG	C	-0.44%
RPM	A	-0.44%
CB	D	-0.43%
R	B	-0.42%
MCO	A	-0.41%
MS	B	-0.41%
AXS	A	-0.41%
ACN	B	-0.39%
PEG	A	-0.39%
MUSA	B	-0.38%
ADC	B	-0.35%
CRM	B	-0.35%
BAH	F	-0.35%
RDN	C	-0.35%
VRTX	D	-0.34%
AGNC	D	-0.34%
KMI	B	-0.34%
WST	C	-0.33%
BSX	C	-0.33%
RL	B	-0.33%
DCI	A	-0.33%
STAG	D	-0.33%
RTX	D	-0.32%
LMT	D	-0.32%
OHI	D	-0.31%
CSCO	A	-0.31%
CHRW	C	-0.3%
DGX	B	-0.3%
COP	D	-0.3%
UBER	D	-0.29%
INGR	B	-0.29%
RMD	C	-0.29%
PLTR	B	-0.28%
TRV	B	-0.28%
AFL	B	-0.28%
MCD	D	-0.28%
SPGI	C	-0.27%
WFC	A	-0.27%
FSS	B	-0.26%
MRK	F	-0.26%
VRSK	A	-0.26%
BG	F	-0.26%
OMC	C	-0.26%
FDX	B	-0.25%
FOXA	C	-0.25%
ETN	A	-0.24%
INTU	C	-0.24%
WMB	B	-0.23%
HSY	F	-0.23%
ESS	B	-0.23%
CHRD	F	-0.23%
NNN	D	-0.23%
ALTR	B	-0.22%
GWRE	B	-0.22%
ALV	C	-0.22%
NYT	C	-0.22%
PRU	A	-0.22%
FANG	F	-0.22%
NEE	D	-0.22%
NWSA	B	-0.21%
PKG	B	-0.21%
MANH	C	-0.21%
MDT	D	-0.21%
AMGN	D	-0.2%
ORI	A	-0.2%
SO	D	-0.2%
LNG	B	-0.2%
NDAQ	A	-0.19%
PFE	D	-0.19%
LOW	C	-0.19%
AXP	A	-0.19%
HUBS	B	-0.18%
NOW	B	-0.18%
MMC	A	-0.18%
BJ	B	-0.17%
FLEX	B	-0.17%
CDNS	B	-0.16%
ACI	C	-0.16%
MMM	D	-0.16%
TSCO	C	-0.16%
MSI	C	-0.16%
ZTS	D	-0.15%
GE	D	-0.15%
CSWI	A	-0.15%
STT	A	-0.15%
EIX	A	-0.15%
TMO	F	-0.15%
DY	D	-0.14%
AVB	B	-0.14%
TT	B	-0.14%
GD	F	-0.14%
GLW	B	-0.13%
HPQ	B	-0.13%
BLK	C	-0.13%
ADBE	C	-0.13%
GEHC	F	-0.13%
DDOG	A	-0.13%
TRGP	B	-0.13%
PNC	A	-0.12%
BR	A	-0.12%
DKS	C	-0.12%
DUK	C	-0.12%
CBT	C	-0.12%
GS	B	-0.11%
ECL	D	-0.11%
MPWR	F	-0.11%
DRI	B	-0.11%
ESI	B	-0.1%
WTW	B	-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%
DHR	D	-0.08%
SYK	C	-0.08%
CROX	F	-0.08%
SBUX	B	-0.07%
COIN	B	-0.07%
HLNE	A	-0.07%
IT	C	-0.07%
DTE	C	-0.07%
AMD	F	-0.07%
TJX	A	-0.07%
NTNX	B	-0.07%
CPB	D	-0.07%
BAC	A	-0.07%
TER	F	-0.07%
OTIS	C	-0.06%
SNA	A	-0.06%
KKR	B	-0.06%
PAYX	B	-0.05%
ESTC	C	-0.05%
CHH	A	-0.05%
FLO	C	-0.05%
TFC	B	-0.05%
BBY	D	-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%
JNPR	F	-0.04%
AYI	B	-0.04%
MSCI	C	-0.04%
ODFL	B	-0.04%
SNPS	B	-0.04%
TPR	A	-0.03%
EVR	B	-0.03%
IBKR	B	-0.03%
MORN	A	-0.03%
JKHY	D	-0.03%
TGT	F	-0.03%
JBHT	C	-0.02%
ISRG	C	-0.02%
GM	B	-0.02%
PYPL	A	-0.02%
NET	B	-0.02%
FR	C	-0.02%
OGE	A	-0.02%
TMDX	F	-0.01%
SNOW	C	-0.01%
OGN	F	-0.01%
LKQ	D	-0.01%
CINF	A	-0.01%
EGP	D	-0.01%
RYN	C	-0.01%