FDLO vs. HDUS ETF Comparison

Comparison of Fidelity Low Volatility Factor ETF (FDLO) to Hartford Disciplined US Equity ETF (HDUS)

FDLO

Fidelity Low Volatility Factor ETF

FDLO Description

The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity U.S. Low Volatility Factor Index. Normally investing at least 80% of assets in securities included in the Fidelity U.S. Low Volatility Factor Index, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies with lower volatility than the broader market.

Grade (RS Rating)

Last Trade

$61.98

Average Daily Volume

74,193

Number of Holdings ^*

125

* 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

$58.11

Average Daily Volume

3,372

Number of Holdings ^*

263

* may have additional holdings in another (foreign) market

Performance

Period	FDLO	HDUS
30 Days	0.81%	3.75%
60 Days	1.49%	5.23%
90 Days	4.05%	7.06%
12 Months	21.68%	31.94%

65 Overlapping Holdings

Symbol	Grade	Weight in FDLO	Weight in HDUS	Overlap
AAPL	C	7.26%	5.07%	5.07%
ABBV	D	0.98%	1.03%	0.98%
ABT	B	0.9%	0.51%	0.51%
ACN	C	1.6%	0.4%	0.4%
ADC	B	0.16%	0.34%	0.16%
AMGN	D	0.71%	0.2%	0.2%
AMZN	C	3.92%	3.51%	3.51%
BAH	F	0.43%	0.37%	0.37%
BRK.A	B	2.13%	0.46%	0.46%
CB	C	0.72%	0.44%	0.44%
CBOE	B	0.55%	0.64%	0.55%
CL	D	0.35%	0.64%	0.35%
COP	C	0.41%	0.3%	0.3%
CSCO	B	1.77%	0.31%	0.31%
CVX	A	0.69%	0.92%	0.69%
DTM	B	0.23%	0.04%	0.04%
DUK	C	0.35%	0.12%	0.12%
EA	A	0.72%	0.48%	0.48%
ECL	D	0.24%	0.11%	0.11%
EOG	A	0.32%	0.43%	0.32%
EQR	B	0.18%	0.08%	0.08%
ETN	A	0.72%	0.24%	0.24%
GD	F	0.49%	0.15%	0.15%
GOOGL	C	4.12%	3.92%	3.92%
HD	A	1.19%	0.46%	0.46%
HSY	F	0.24%	0.23%	0.23%
IBM	C	1.54%	0.71%	0.71%
JKHY	D	0.51%	0.03%	0.03%
JNJ	D	1.18%	1.49%	1.18%
JPM	A	1.89%	0.92%	0.92%
KMB	D	0.3%	0.23%	0.23%
KMI	A	0.3%	0.32%	0.3%
KO	D	0.66%	0.44%	0.44%
LLY	F	1.57%	0.93%	0.93%
LMT	D	0.58%	0.32%	0.32%
LNG	B	0.28%	0.19%	0.19%
LOW	D	0.71%	0.19%	0.19%
MCD	D	0.8%	0.29%	0.29%
MMC	B	0.67%	0.18%	0.18%
MRK	F	0.88%	0.26%	0.26%
MSFT	F	6.93%	5.41%	5.41%
MSI	B	1.49%	0.16%	0.16%
ORCL	B	2.01%	0.69%	0.69%
OTIS	C	0.47%	0.06%	0.06%
PAYX	C	0.51%	0.05%	0.05%
PEP	F	0.62%	1.18%	0.62%
PGR	A	0.84%	0.32%	0.32%
PKG	A	0.19%	0.2%	0.19%
REGN	F	0.5%	0.03%	0.03%
SBUX	A	0.7%	0.07%	0.07%
SHW	A	0.3%	0.46%	0.3%
SO	D	0.37%	0.2%	0.2%
T	A	0.99%	0.53%	0.53%
TJX	A	0.65%	0.07%	0.07%
TMO	F	0.78%	0.16%	0.16%
TMUS	B	0.97%	0.25%	0.25%
TRV	B	0.69%	0.28%	0.28%
TSCO	D	0.46%	0.17%	0.17%
TXN	C	1.48%	1.13%	1.13%
UNH	C	1.55%	0.79%	0.79%
VRTX	F	0.69%	0.36%	0.36%
VZ	C	0.93%	1.2%	0.93%
WMB	A	0.34%	0.21%	0.21%
WMT	A	0.95%	0.69%	0.69%
XOM	B	1.17%	1.05%	1.05%

FDLO Overweight 60 Positions Relative to HDUS

Symbol	Grade	Weight
V	A	1.47%
MA	C	1.34%
ROP	B	1.21%
TYL	B	1.19%
VRSN	F	1.08%
DOX	D	1.08%
AKAM	D	1.03%
PG	A	0.99%
CMCSA	B	0.95%
HON	B	0.7%
CME	A	0.69%
ADP	B	0.66%
UNP	C	0.63%
PM	B	0.62%
AJG	B	0.61%
AIZ	A	0.61%
BDX	F	0.6%
FDS	B	0.59%
ITW	B	0.56%
WRB	A	0.56%
NKE	D	0.56%
WM	A	0.55%
FAST	B	0.54%
LIN	D	0.53%
ORLY	B	0.53%
GRMN	B	0.51%
NOC	D	0.5%
LHX	C	0.49%
AZO	C	0.47%
RSG	A	0.47%
ERIE	D	0.45%
J	F	0.39%
MDLZ	F	0.37%
FCN	D	0.34%
EQIX	A	0.31%
XEL	A	0.3%
HII	D	0.29%
AMT	D	0.29%
GIS	D	0.28%
AEP	D	0.28%
WEC	A	0.27%
APD	A	0.27%
AEE	A	0.26%
DLR	B	0.26%
PSA	D	0.25%
ED	D	0.25%
CMS	C	0.24%
O	D	0.22%
CCI	D	0.21%
VMC	B	0.2%
CTVA	C	0.2%
MLM	B	0.19%
CTRA	B	0.19%
CSGP	D	0.18%
MAA	B	0.18%
AMH	D	0.16%
ELS	C	0.16%
ATR	B	0.16%
AMCR	D	0.15%
AVY	D	0.14%

FDLO Underweight 198 Positions Relative to HDUS

Symbol	Grade	Weight
NVDA	C	-6.03%
META	D	-1.88%
TSLA	B	-1.36%
AVGO	D	-1.31%
MO	A	-1.11%
CMI	A	-0.88%
LAMR	D	-0.76%
BMY	B	-0.72%
JHG	A	-0.7%
KNF	A	-0.67%
COST	B	-0.63%
KVUE	A	-0.63%
CTAS	B	-0.62%
BK	A	-0.61%
NFLX	A	-0.6%
ALSN	B	-0.6%
NTAP	C	-0.58%
EME	C	-0.57%
YUM	B	-0.55%
CTSH	B	-0.54%
DBX	B	-0.54%
TROW	B	-0.53%
RHI	B	-0.51%
GILD	C	-0.5%
TXRH	C	-0.49%
QCOM	F	-0.49%
GLPI	C	-0.48%
BKNG	A	-0.48%
GDDY	A	-0.47%
STWD	C	-0.47%
APH	A	-0.46%
RPM	A	-0.45%
IRM	D	-0.43%
R	B	-0.43%
MS	A	-0.41%
MCO	B	-0.41%
AXS	A	-0.4%
AMAT	F	-0.39%
MLI	C	-0.39%
PEG	A	-0.38%
MUSA	A	-0.38%
MCK	B	-0.38%
HRB	D	-0.38%
NXPI	D	-0.37%
CRM	B	-0.36%
RDN	C	-0.36%
WST	C	-0.35%
DCI	B	-0.34%
RL	B	-0.34%
SPG	B	-0.33%
FICO	B	-0.33%
STAG	F	-0.33%
AGNC	D	-0.33%
RTX	C	-0.32%
BSX	B	-0.32%
OHI	C	-0.31%
CHRW	C	-0.3%
INGR	B	-0.3%
DGX	A	-0.29%
UBER	D	-0.29%
KLAC	D	-0.29%
AFL	B	-0.28%
OMC	C	-0.28%
CRBG	B	-0.28%
WFC	A	-0.27%
SPGI	C	-0.27%
RMD	C	-0.27%
PLTR	B	-0.26%
BG	F	-0.26%
INTU	C	-0.26%
FOXA	B	-0.26%
EBAY	D	-0.26%
VRSK	A	-0.26%
FDX	B	-0.25%
FSS	B	-0.25%
NYT	C	-0.23%
CAT	B	-0.23%
ESS	B	-0.23%
CHRD	D	-0.23%
ALV	C	-0.22%
MDT	D	-0.22%
NEE	D	-0.22%
NNN	D	-0.22%
FANG	D	-0.22%
PRU	A	-0.22%
VLO	C	-0.21%
APP	B	-0.21%
MANH	D	-0.21%
ABNB	C	-0.21%
GWRE	A	-0.21%
ALTR	B	-0.21%
CRWD	B	-0.2%
ORI	A	-0.2%
NWSA	B	-0.2%
PFE	D	-0.19%
AXP	A	-0.19%
MPC	D	-0.18%
NDAQ	A	-0.18%
NOW	A	-0.18%
BJ	A	-0.17%
HUBS	A	-0.17%
CDNS	B	-0.16%
PANW	C	-0.16%
ACI	C	-0.16%
LRCX	F	-0.16%
FLEX	A	-0.16%
MMM	D	-0.16%
GE	D	-0.15%
STT	A	-0.15%
AVB	B	-0.14%
ADBE	C	-0.14%
DY	D	-0.14%
TT	A	-0.14%
ZTS	D	-0.14%
CSWI	A	-0.14%
EIX	B	-0.14%
GLW	B	-0.13%
TRGP	B	-0.13%
CBT	C	-0.13%
GEHC	F	-0.13%
HPQ	B	-0.13%
DDOG	A	-0.13%
BLK	C	-0.13%
PNC	B	-0.12%
BR	A	-0.12%
DKS	C	-0.12%
GS	A	-0.11%
OC	A	-0.11%
MPWR	F	-0.11%
COKE	C	-0.11%
DRI	B	-0.11%
GNTX	C	-0.1%
VRNS	D	-0.1%
ESI	A	-0.1%
NRG	B	-0.1%
MTG	C	-0.09%
WTW	B	-0.09%
HCA	F	-0.09%
DASH	A	-0.09%
WSM	B	-0.09%
LII	A	-0.09%
GPC	D	-0.09%
C	A	-0.09%
CMG	B	-0.09%
TER	D	-0.08%
CUBE	D	-0.08%
SYK	C	-0.08%
DHR	F	-0.08%
CROX	D	-0.08%
HLNE	B	-0.07%
DTE	C	-0.07%
IT	C	-0.07%
AMD	F	-0.07%
NTNX	A	-0.07%
BAC	A	-0.07%
CPB	D	-0.07%
SNA	A	-0.06%
BBY	D	-0.06%
KKR	A	-0.06%
SNPS	B	-0.05%
ODFL	B	-0.05%
ESTC	C	-0.05%
CHH	A	-0.05%
FLO	D	-0.05%
COIN	C	-0.05%
TFC	A	-0.05%
SWKS	F	-0.05%
INSP	D	-0.04%
FNF	B	-0.04%
CACI	D	-0.04%
RBLX	C	-0.04%
ZS	C	-0.04%
TGT	F	-0.04%
JNPR	F	-0.04%
AYI	B	-0.04%
MSCI	C	-0.04%
EVR	B	-0.03%
TPR	B	-0.03%
IBKR	A	-0.03%
MORN	B	-0.03%
CSL	C	-0.03%
SMAR	A	-0.03%
JBHT	C	-0.02%
DELL	C	-0.02%
ISRG	A	-0.02%
CRUS	D	-0.02%
GM	B	-0.02%
PYPL	B	-0.02%
NET	B	-0.02%
FR	C	-0.02%
OGE	B	-0.02%
SNOW	C	-0.01%
TMDX	F	-0.01%
OGN	D	-0.01%
LKQ	D	-0.01%
CINF	A	-0.01%
RYN	D	-0.01%
EGP	F	-0.01%