FDMO vs. HDUS ETF Comparison

Comparison of Fidelity Momentum Factor ETF (FDMO) to Hartford Disciplined US Equity ETF (HDUS)

FDMO

Fidelity Momentum Factor ETF

FDMO Description

The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity U.S. Momentum Factor Index. Normally investing at least 80% of assets in securities included in the Fidelity U.S. Momentum Factor Index, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies that exhibit positive momentum signals.

Grade (RS Rating)

Last Trade

$71.42

Average Daily Volume

35,646

Number of Holdings ^*

122

* 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	FDMO	HDUS
30 Days	6.00%	3.75%
60 Days	8.27%	5.23%
90 Days	10.44%	7.06%
12 Months	42.98%	31.94%

70 Overlapping Holdings

Symbol	Grade	Weight in FDMO	Weight in HDUS	Overlap
AAPL	C	6.8%	5.07%	5.07%
ABBV	D	1.08%	1.03%	1.03%
AMZN	C	3.76%	3.51%	3.51%
APP	B	1.27%	0.21%	0.21%
AVGO	D	2.03%	1.31%	1.31%
AXP	A	0.9%	0.19%	0.19%
BAC	A	1.21%	0.07%	0.07%
BK	A	0.7%	0.61%	0.61%
BKNG	A	0.66%	0.48%	0.48%
BRK.A	B	2.14%	0.46%	0.46%
BSX	B	0.95%	0.32%	0.32%
CAT	B	0.73%	0.23%	0.23%
CL	D	0.33%	0.64%	0.33%
COIN	C	1.09%	0.05%	0.05%
COST	B	0.92%	0.63%	0.63%
CTAS	B	0.54%	0.62%	0.54%
CVX	A	0.67%	0.92%	0.67%
DHR	F	0.92%	0.08%	0.08%
DTM	B	0.2%	0.04%	0.04%
DUK	C	0.35%	0.12%	0.12%
DY	D	0.42%	0.14%	0.14%
EBAY	D	0.42%	0.26%	0.26%
ECL	D	0.23%	0.11%	0.11%
EME	C	0.47%	0.57%	0.47%
EQR	B	0.19%	0.08%	0.08%
ESS	B	0.18%	0.23%	0.18%
EVR	B	0.67%	0.03%	0.03%
FICO	B	0.86%	0.33%	0.33%
GDDY	A	0.78%	0.47%	0.47%
GE	D	0.74%	0.15%	0.15%
GM	B	0.5%	0.02%	0.02%
GOOGL	C	3.54%	3.92%	3.54%
GS	A	0.99%	0.11%	0.11%
HCA	F	0.78%	0.09%	0.09%
HD	A	1.08%	0.46%	0.46%
IRM	D	0.19%	0.43%	0.19%
ISRG	A	1.06%	0.02%	0.02%
JPM	A	1.88%	0.92%	0.92%
KKR	A	0.8%	0.06%	0.06%
KMB	D	0.28%	0.23%	0.23%
KMI	A	0.28%	0.32%	0.28%
KO	D	0.61%	0.44%	0.44%
LLY	F	1.68%	0.93%	0.93%
META	D	2.39%	1.88%	1.88%
MLI	C	0.44%	0.39%	0.39%
MO	A	0.37%	1.11%	0.37%
MPWR	F	0.56%	0.11%	0.11%
MSFT	F	6.21%	5.41%	5.41%
MSI	B	0.88%	0.16%	0.16%
NEE	D	0.47%	0.22%	0.22%
NFLX	A	0.88%	0.6%	0.6%
NRG	B	0.24%	0.1%	0.1%
NVDA	C	6.97%	6.03%	6.03%
PEG	A	0.28%	0.38%	0.28%
PGR	A	0.87%	0.32%	0.32%
PKG	A	0.16%	0.2%	0.16%
PLTR	B	1.3%	0.26%	0.26%
RTX	C	0.66%	0.32%	0.32%
SHW	A	0.29%	0.46%	0.29%
SPG	B	0.25%	0.33%	0.25%
T	A	0.52%	0.53%	0.52%
TJX	A	0.61%	0.07%	0.07%
TMUS	B	0.45%	0.25%	0.25%
TRGP	B	0.27%	0.13%	0.13%
TSLA	B	2.03%	1.36%	1.36%
TT	A	0.59%	0.14%	0.14%
UBER	D	0.67%	0.29%	0.29%
WMB	A	0.3%	0.21%	0.21%
WMT	A	0.86%	0.69%	0.69%
XOM	B	1.12%	1.05%	1.05%

FDMO Overweight 52 Positions Relative to HDUS

Symbol	Grade	Weight
PG	A	0.92%
NTRA	B	0.87%
HOOD	B	0.83%
ANET	C	0.82%
QTWO	A	0.78%
CVLT	B	0.74%
GKOS	B	0.74%
RVMD	C	0.73%
SYF	B	0.72%
THC	D	0.72%
RNA	D	0.7%
HIG	B	0.67%
FIS	C	0.65%
JXN	C	0.59%
PM	B	0.55%
HWM	A	0.52%
CARR	D	0.51%
VRT	B	0.51%
LIN	D	0.51%
URI	B	0.5%
TDG	D	0.5%
RCL	A	0.48%
FIX	A	0.47%
ZETA	D	0.43%
TRU	D	0.4%
SN	D	0.39%
LDOS	C	0.38%
CVNA	B	0.38%
TTD	B	0.32%
LUMN	C	0.32%
VST	B	0.31%
OKE	A	0.3%
CEG	D	0.29%
WELL	A	0.28%
AEP	D	0.28%
FRPT	B	0.24%
TPL	A	0.24%
PSA	D	0.24%
DLR	B	0.24%
SFM	A	0.24%
CBRE	B	0.21%
NEM	D	0.2%
EXR	D	0.2%
FTI	A	0.19%
SW	A	0.17%
JLL	D	0.16%
CRS	A	0.16%
IFF	D	0.15%
SLG	B	0.15%
VNO	B	0.15%
LPX	B	0.15%
ATI	D	0.14%

FDMO Underweight 193 Positions Relative to HDUS

Symbol	Grade	Weight
JNJ	D	-1.49%
VZ	C	-1.2%
PEP	F	-1.18%
TXN	C	-1.13%
CMI	A	-0.88%
UNH	C	-0.79%
LAMR	D	-0.76%
BMY	B	-0.72%
IBM	C	-0.71%
JHG	A	-0.7%
ORCL	B	-0.69%
KNF	A	-0.67%
CBOE	B	-0.64%
KVUE	A	-0.63%
ALSN	B	-0.6%
NTAP	C	-0.58%
YUM	B	-0.55%
CTSH	B	-0.54%
DBX	B	-0.54%
TROW	B	-0.53%
RHI	B	-0.51%
ABT	B	-0.51%
GILD	C	-0.5%
TXRH	C	-0.49%
QCOM	F	-0.49%
GLPI	C	-0.48%
EA	A	-0.48%
STWD	C	-0.47%
APH	A	-0.46%
RPM	A	-0.45%
CB	C	-0.44%
R	B	-0.43%
EOG	A	-0.43%
MS	A	-0.41%
MCO	B	-0.41%
ACN	C	-0.4%
AXS	A	-0.4%
AMAT	F	-0.39%
MUSA	A	-0.38%
MCK	B	-0.38%
HRB	D	-0.38%
NXPI	D	-0.37%
BAH	F	-0.37%
CRM	B	-0.36%
VRTX	F	-0.36%
RDN	C	-0.36%
WST	C	-0.35%
DCI	B	-0.34%
ADC	B	-0.34%
RL	B	-0.34%
STAG	F	-0.33%
AGNC	D	-0.33%
LMT	D	-0.32%
OHI	C	-0.31%
CSCO	B	-0.31%
CHRW	C	-0.3%
COP	C	-0.3%
INGR	B	-0.3%
DGX	A	-0.29%
KLAC	D	-0.29%
MCD	D	-0.29%
TRV	B	-0.28%
AFL	B	-0.28%
OMC	C	-0.28%
CRBG	B	-0.28%
WFC	A	-0.27%
SPGI	C	-0.27%
RMD	C	-0.27%
BG	F	-0.26%
MRK	F	-0.26%
INTU	C	-0.26%
FOXA	B	-0.26%
VRSK	A	-0.26%
FDX	B	-0.25%
FSS	B	-0.25%
ETN	A	-0.24%
NYT	C	-0.23%
HSY	F	-0.23%
CHRD	D	-0.23%
ALV	C	-0.22%
MDT	D	-0.22%
NNN	D	-0.22%
FANG	D	-0.22%
PRU	A	-0.22%
VLO	C	-0.21%
MANH	D	-0.21%
ABNB	C	-0.21%
GWRE	A	-0.21%
ALTR	B	-0.21%
CRWD	B	-0.2%
SO	D	-0.2%
ORI	A	-0.2%
AMGN	D	-0.2%
NWSA	B	-0.2%
PFE	D	-0.19%
LOW	D	-0.19%
LNG	B	-0.19%
MPC	D	-0.18%
NDAQ	A	-0.18%
MMC	B	-0.18%
NOW	A	-0.18%
TSCO	D	-0.17%
BJ	A	-0.17%
HUBS	A	-0.17%
CDNS	B	-0.16%
PANW	C	-0.16%
ACI	C	-0.16%
TMO	F	-0.16%
LRCX	F	-0.16%
FLEX	A	-0.16%
MMM	D	-0.16%
STT	A	-0.15%
GD	F	-0.15%
AVB	B	-0.14%
ADBE	C	-0.14%
ZTS	D	-0.14%
CSWI	A	-0.14%
EIX	B	-0.14%
GLW	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%
OC	A	-0.11%
COKE	C	-0.11%
DRI	B	-0.11%
GNTX	C	-0.1%
VRNS	D	-0.1%
ESI	A	-0.1%
MTG	C	-0.09%
WTW	B	-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%
CROX	D	-0.08%
HLNE	B	-0.07%
SBUX	A	-0.07%
DTE	C	-0.07%
IT	C	-0.07%
AMD	F	-0.07%
NTNX	A	-0.07%
CPB	D	-0.07%
OTIS	C	-0.06%
SNA	A	-0.06%
BBY	D	-0.06%
SNPS	B	-0.05%
ODFL	B	-0.05%
PAYX	C	-0.05%
ESTC	C	-0.05%
CHH	A	-0.05%
FLO	D	-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%
TPR	B	-0.03%
IBKR	A	-0.03%
REGN	F	-0.03%
MORN	B	-0.03%
JKHY	D	-0.03%
CSL	C	-0.03%
SMAR	A	-0.03%
JBHT	C	-0.02%
DELL	C	-0.02%
CRUS	D	-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%