HDUS vs. ACVF ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to American Conservative Values ETF (ACVF)

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

ACVF

American Conservative Values ETF

ACVF Description

The investment seeks to achieve long-term capital appreciation; capital preservation is the secondary objective. Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities of U.S. companies that meet its politically conservative criteria. The equity securities in which It invests will generally be those of companies with large market capitalizations.

Grade (RS Rating)

Last Trade

$45.68

Average Daily Volume

7,914

Number of Holdings ^*

363

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	ACVF
30 Days	3.94%	3.81%
60 Days	5.08%	4.67%
90 Days	7.51%	6.74%
12 Months	32.33%	31.33%

135 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in ACVF	Overlap
ABBV	D	1.02%	0.77%	0.77%
ABNB	C	0.22%	0.39%	0.22%
ABT	B	0.52%	0.52%	0.52%
ACN	B	0.39%	0.86%	0.39%
ADBE	C	0.13%	0.93%	0.13%
AFL	B	0.28%	0.06%	0.06%
AMAT	F	0.36%	0.49%	0.36%
AMD	F	0.07%	0.55%	0.07%
AMGN	D	0.2%	0.36%	0.2%
APH	B	0.45%	0.2%	0.2%
AVB	B	0.14%	0.06%	0.06%
AVGO	D	1.26%	1.92%	1.26%
BBY	D	0.05%	0.05%	0.05%
BK	A	0.61%	0.07%	0.07%
BKNG	B	0.5%	0.96%	0.5%
BMY	B	0.72%	0.35%	0.35%
BR	A	0.12%	0.06%	0.06%
BRK.A	B	0.46%	2.81%	0.46%
BSX	C	0.33%	0.3%	0.3%
C	A	0.09%	0.45%	0.09%
CAT	B	0.23%	0.51%	0.23%
CB	D	0.43%	0.38%	0.38%
CBOE	B	0.68%	0.2%	0.2%
CDNS	B	0.16%	0.46%	0.16%
CHRW	C	0.3%	0.03%	0.03%
CINF	A	0.01%	0.05%	0.01%
CL	D	0.67%	0.22%	0.22%
CMI	A	0.88%	0.16%	0.16%
COP	D	0.3%	0.22%	0.22%
COST	B	0.64%	1.74%	0.64%
CRWD	B	0.21%	0.16%	0.16%
CSCO	A	0.31%	1.57%	0.31%
CTAS	B	0.63%	0.39%	0.39%
CTSH	B	0.52%	0.24%	0.24%
CVX	B	0.92%	0.75%	0.75%
DASH	A	0.09%	0.32%	0.09%
DHR	D	0.08%	0.48%	0.08%
DRI	B	0.11%	0.06%	0.06%
DTE	C	0.07%	0.04%	0.04%
DUK	C	0.12%	0.13%	0.12%
EA	C	0.49%	0.29%	0.29%
EBAY	C	0.26%	0.09%	0.09%
ECL	D	0.11%	0.15%	0.11%
EIX	A	0.15%	0.06%	0.06%
EOG	C	0.44%	0.13%	0.13%
EQR	B	0.08%	0.06%	0.06%
ETN	A	0.24%	0.61%	0.24%
FDX	B	0.25%	0.16%	0.16%
FICO	B	0.33%	0.38%	0.33%
FOXA	C	0.25%	0.14%	0.14%
GD	F	0.14%	0.07%	0.07%
GE	D	0.15%	0.45%	0.15%
GEHC	F	0.13%	0.07%	0.07%
GILD	B	0.48%	0.09%	0.09%
GLW	B	0.13%	0.08%	0.08%
GPC	D	0.09%	0.05%	0.05%
HCA	F	0.09%	0.09%	0.09%
HD	A	0.46%	1.75%	0.46%
HPQ	B	0.13%	0.15%	0.13%
HSY	F	0.23%	0.05%	0.05%
INTU	C	0.24%	0.86%	0.24%
ISRG	C	0.02%	0.64%	0.02%
IT	C	0.07%	0.19%	0.07%
JBHT	C	0.02%	0.02%	0.02%
KKR	B	0.06%	0.23%	0.06%
KLAC	F	0.28%	0.29%	0.28%
KMB	C	0.24%	0.09%	0.09%
KMI	B	0.34%	0.12%	0.12%
LKQ	D	0.01%	0.02%	0.01%
LLY	F	0.89%	1.4%	0.89%
LMT	D	0.32%	0.33%	0.32%
LRCX	F	0.15%	0.37%	0.15%
MANH	C	0.21%	0.15%	0.15%
MCD	D	0.28%	1.0%	0.28%
MCK	C	0.39%	0.28%	0.28%
MCO	A	0.41%	0.42%	0.41%
MDT	D	0.21%	0.28%	0.21%
MMC	A	0.18%	0.26%	0.18%
MMM	D	0.16%	0.09%	0.09%
MO	A	1.12%	0.24%	0.24%
MPC	F	0.18%	0.29%	0.18%
MRK	F	0.26%	0.65%	0.26%
MS	B	0.41%	0.33%	0.33%
MSCI	C	0.04%	0.05%	0.04%
MSFT	D	5.29%	4.52%	4.52%
MSI	C	0.16%	0.83%	0.16%
NEE	D	0.22%	0.54%	0.22%
NOW	B	0.18%	0.94%	0.18%
NVDA	C	6.03%	8.08%	6.03%
NWSA	B	0.21%	0.13%	0.13%
NXPI	D	0.36%	0.17%	0.17%
ODFL	B	0.04%	0.08%	0.04%
OMC	C	0.26%	0.29%	0.26%
ORCL	C	0.7%	1.21%	0.7%
OTIS	C	0.06%	0.05%	0.05%
PANW	C	0.16%	0.48%	0.16%
PAYX	B	0.05%	0.13%	0.05%
PEG	A	0.39%	0.09%	0.09%
PEP	F	1.14%	0.88%	0.88%
PKG	B	0.21%	0.04%	0.04%
PNC	A	0.12%	0.33%	0.12%
PRU	A	0.22%	0.05%	0.05%
QCOM	F	0.47%	0.51%	0.47%
REGN	F	0.03%	0.2%	0.03%
RL	B	0.33%	0.02%	0.02%
RMD	C	0.29%	0.04%	0.04%
RTX	D	0.32%	0.43%	0.32%
SHW	A	0.45%	0.2%	0.2%
SNPS	B	0.04%	0.49%	0.04%
SO	D	0.2%	0.76%	0.2%
SPG	C	0.33%	0.08%	0.08%
SPGI	C	0.27%	0.62%	0.27%
STT	A	0.15%	0.1%	0.1%
SYK	C	0.08%	0.31%	0.08%
T	A	0.54%	0.19%	0.19%
TFC	B	0.05%	0.2%	0.05%
TJX	A	0.07%	0.88%	0.07%
TMO	F	0.15%	0.5%	0.15%
TMUS	A	0.25%	1.04%	0.25%
TPR	A	0.03%	0.03%	0.03%
TROW	A	0.52%	0.07%	0.07%
TRV	B	0.28%	0.05%	0.05%
TSCO	C	0.16%	0.19%	0.16%
TSLA	B	1.5%	2.02%	1.5%
TT	B	0.14%	0.18%	0.14%
TXN	D	1.09%	0.55%	0.55%
UBER	D	0.29%	0.5%	0.29%
VRSK	A	0.26%	0.32%	0.26%
VRTX	D	0.34%	0.29%	0.29%
WFC	A	0.27%	0.72%	0.27%
WMB	B	0.23%	0.1%	0.1%
WTW	B	0.09%	0.08%	0.08%
XOM	C	1.05%	1.47%	1.05%
YUM	B	0.54%	0.04%	0.04%
ZTS	D	0.15%	0.16%	0.15%

HDUS Overweight 128 Positions Relative to ACVF

Symbol	Grade	Weight
AAPL	B	5.11%
GOOGL	C	3.95%
AMZN	C	3.39%
META	D	1.85%
JNJ	D	1.51%
VZ	B	1.24%
JPM	B	0.92%
UNH	B	0.8%
LAMR	C	0.77%
IBM	C	0.73%
WMT	B	0.71%
KNF	B	0.69%
JHG	A	0.68%
KVUE	A	0.64%
NFLX	B	0.63%
NTAP	C	0.61%
EME	B	0.59%
ALSN	B	0.59%
DBX	C	0.53%
RHI	C	0.5%
GLPI	B	0.5%
GDDY	B	0.49%
TXRH	A	0.48%
STWD	C	0.48%
KO	D	0.46%
IRM	C	0.45%
RPM	A	0.44%
R	B	0.42%
AXS	A	0.41%
MLI	C	0.4%
MUSA	B	0.38%
HRB	D	0.37%
ADC	B	0.35%
CRM	B	0.35%
BAH	F	0.35%
RDN	C	0.35%
AGNC	D	0.34%
WST	C	0.33%
DCI	A	0.33%
STAG	D	0.33%
PGR	A	0.32%
OHI	D	0.31%
DGX	B	0.3%
CRBG	B	0.29%
INGR	B	0.29%
PLTR	B	0.28%
FSS	B	0.26%
BG	F	0.26%
APP	B	0.25%
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%
FANG	F	0.22%
VLO	C	0.21%
ORI	A	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%
BJ	B	0.17%
FLEX	B	0.17%
ACI	C	0.16%
CSWI	A	0.15%
DY	D	0.14%
BLK	C	0.13%
DDOG	A	0.13%
TRGP	B	0.13%
COKE	C	0.12%
WSM	B	0.12%
DKS	C	0.12%
CBT	C	0.12%
GS	B	0.11%
OC	B	0.11%
MPWR	F	0.11%
ESI	B	0.1%
NRG	C	0.1%
MTG	B	0.09%
LII	A	0.09%
VRNS	D	0.09%
GNTX	C	0.09%
CMG	B	0.09%
CUBE	D	0.08%
CROX	F	0.08%
SBUX	B	0.07%
COIN	B	0.07%
HLNE	A	0.07%
NTNX	B	0.07%
CPB	D	0.07%
BAC	A	0.07%
TER	F	0.07%
SNA	A	0.06%
ESTC	C	0.05%
CHH	A	0.05%
FLO	C	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%
JNPR	F	0.04%
AYI	B	0.04%
EVR	B	0.03%
IBKR	B	0.03%
MORN	A	0.03%
CSL	B	0.03%
JKHY	D	0.03%
TGT	F	0.03%
DELL	C	0.02%
CRUS	F	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%
EGP	D	0.01%
RYN	C	0.01%

HDUS Underweight 228 Positions Relative to ACVF

Symbol	Grade	Weight
MA	B	-1.7%
PG	A	-1.59%
LIN	D	-0.85%
FI	A	-0.82%
ANET	C	-0.68%
MDLZ	F	-0.64%
PM	B	-0.61%
CI	D	-0.57%
CPRT	A	-0.53%
SPOT	B	-0.49%
MAR	A	-0.48%
ORLY	B	-0.46%
HON	B	-0.46%
ADI	D	-0.45%
ROP	B	-0.45%
CME	A	-0.45%
GRMN	A	-0.45%
WM	A	-0.44%
BX	B	-0.43%
CHTR	C	-0.42%
DE	B	-0.41%
ICE	D	-0.39%
UNP	C	-0.38%
ADP	B	-0.38%
RSG	A	-0.38%
DFS	B	-0.34%
VRSN	F	-0.34%
PLD	D	-0.33%
ELV	F	-0.33%
EXPE	B	-0.33%
MU	D	-0.32%
ROST	C	-0.31%
INTC	C	-0.31%
ADSK	B	-0.3%
AZO	C	-0.27%
MET	A	-0.26%
USB	A	-0.26%
EQIX	A	-0.25%
HPE	B	-0.23%
GEV	C	-0.22%
TTWO	B	-0.22%
ZBRA	A	-0.21%
EMR	A	-0.21%
UPS	C	-0.21%
FFIV	A	-0.21%
SCHW	A	-0.2%
AMT	D	-0.2%
AMP	B	-0.2%
WDAY	C	-0.2%
CSX	B	-0.19%
PH	A	-0.19%
FCX	F	-0.19%
JCI	C	-0.19%
NOC	D	-0.18%
APD	A	-0.18%
CVS	D	-0.18%
ANSS	B	-0.18%
HLT	A	-0.18%
BA	D	-0.18%
IPG	C	-0.18%
MNST	B	-0.18%
HUM	C	-0.18%
GPN	C	-0.18%
AON	A	-0.17%
STZ	D	-0.17%
RBA	B	-0.17%
JBL	C	-0.16%
COF	B	-0.16%
FTNT	C	-0.16%
SLB	C	-0.15%
PSA	C	-0.15%
PCAR	B	-0.14%
LAD	B	-0.14%
BDX	F	-0.14%
CBRE	B	-0.14%
BLDR	C	-0.14%
ITW	A	-0.14%
NWS	B	-0.13%
FIS	D	-0.13%
COR	C	-0.13%
LHX	C	-0.13%
FITB	B	-0.12%
TDG	D	-0.12%
SKX	D	-0.12%
DLR	A	-0.12%
DHI	D	-0.12%
F	C	-0.12%
WELL	C	-0.12%
FOX	B	-0.12%
CTVA	B	-0.11%
RCL	B	-0.11%
GWW	A	-0.11%
FAST	B	-0.11%
LYV	A	-0.11%
PINS	F	-0.1%
CCI	D	-0.1%
RJF	A	-0.09%
EW	C	-0.09%
LEN	C	-0.09%
RKT	F	-0.09%
OKE	C	-0.09%
OXY	F	-0.09%
NUE	D	-0.09%
XEL	A	-0.08%
NTRS	A	-0.08%
BKR	C	-0.08%
MGM	F	-0.08%
RF	B	-0.08%
CEG	D	-0.08%
PPG	D	-0.07%
EFX	D	-0.07%
AAL	B	-0.07%
GIS	D	-0.07%
AME	A	-0.07%
WAB	B	-0.07%
IQV	F	-0.07%
CFG	B	-0.07%
VLTO	C	-0.07%
NEM	F	-0.07%
CARR	C	-0.07%
IP	B	-0.07%
IR	A	-0.07%
HIG	B	-0.07%
ADM	F	-0.07%
HAL	C	-0.06%
LUV	B	-0.06%
A	D	-0.06%
CNC	F	-0.06%
MCHP	F	-0.06%
UAA	C	-0.06%
UAL	B	-0.06%
KEYS	B	-0.06%
DG	F	-0.06%
UA	C	-0.06%
CAH	B	-0.06%
AIG	B	-0.05%
ILMN	C	-0.05%
FTV	B	-0.05%
CDW	F	-0.05%
HBAN	B	-0.05%
FE	D	-0.05%
NSC	A	-0.05%
ALL	B	-0.05%
CHD	B	-0.05%
DD	D	-0.05%
TYL	A	-0.05%
KHC	D	-0.05%
AJG	A	-0.05%
LVS	C	-0.05%
WEC	A	-0.05%
BALL	D	-0.05%
KSS	F	-0.05%
DXCM	C	-0.05%
ETSY	D	-0.05%
J	F	-0.04%
AEP	D	-0.04%
SRE	A	-0.04%
KEY	A	-0.04%
KR	A	-0.04%
VEEV	B	-0.04%
L	B	-0.04%
APTV	F	-0.04%
IDXX	F	-0.04%
DPZ	C	-0.04%
HES	C	-0.04%
AMCR	D	-0.04%
LH	B	-0.04%
EXPD	C	-0.04%
STX	D	-0.04%
WY	D	-0.04%
LYB	F	-0.04%
ES	D	-0.04%
AWK	D	-0.03%
SW	B	-0.03%
VMC	B	-0.03%
ROK	B	-0.03%
BWA	C	-0.03%
MKC	D	-0.03%
DLTR	D	-0.03%
CNP	A	-0.03%
EL	F	-0.03%
PWR	A	-0.03%
D	C	-0.03%
PFG	C	-0.03%
ZBH	C	-0.03%
ULTA	F	-0.03%
DOW	F	-0.03%
SYY	C	-0.03%
POOL	C	-0.03%
EXC	D	-0.03%
VTR	D	-0.03%
PHM	C	-0.03%
EXR	C	-0.02%
IFF	D	-0.02%
BIIB	F	-0.02%
PVH	C	-0.02%
MOS	F	-0.02%
SBAC	D	-0.02%
HST	C	-0.02%
ARE	D	-0.02%
WBA	D	-0.02%
INCY	C	-0.02%
PAYC	A	-0.02%
HOLX	D	-0.02%
XYL	D	-0.02%
MKTX	D	-0.02%
BBWI	C	-0.02%
WYNN	D	-0.02%
O	D	-0.02%
FMC	D	-0.01%
CE	F	-0.01%
AAP	C	-0.01%
AES	F	-0.01%
AEE	A	-0.01%
SLVM	B	-0.01%
ED	D	-0.01%
PHIN	B	-0.01%
ALB	C	-0.01%
HAS	D	-0.01%
BEN	C	-0.01%
SYF	A	-0.01%
SOLV	C	-0.01%
CLX	C	-0.01%
MAA	B	-0.01%
MTD	F	-0.0%
EMBC	C	-0.0%
FTRE	C	-0.0%
IVZ	B	-0.0%