HDUS vs. AIEQ ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to AI Powered Equity ETF (AIEQ)

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

AIEQ

AI Powered Equity ETF

AIEQ Description

The investment seeks capital appreciation. The fund is actively managed and invests primarily in equity securities listed on a U.S. exchange based on the results of a proprietary, quantitative model (the EquBot Model) developed by EquBot LLC (EquBot) that runs on the IBM Watson? platform. EquBot, the fund's sub-adviser, is a technology based company focused on applying artificial intelligence (AI) based solutions to investment analyses. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$41.28

Average Daily Volume

7,436

Number of Holdings ^*

136

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	AIEQ
30 Days	3.75%	9.30%
60 Days	5.23%	10.19%
90 Days	7.06%	11.69%
12 Months	31.94%	34.55%

27 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in AIEQ	Overlap
ACI	C	0.16%	0.17%	0.16%
AMZN	C	3.51%	3.9%	3.51%
APH	A	0.46%	2.2%	0.46%
APP	B	0.21%	1.73%	0.21%
AVGO	D	1.31%	3.35%	1.31%
CHRD	D	0.23%	0.17%	0.17%
CRWD	B	0.2%	2.94%	0.2%
CSL	C	0.03%	0.59%	0.03%
CVX	A	0.92%	2.09%	0.92%
DASH	A	0.09%	0.93%	0.09%
DCI	B	0.34%	0.17%	0.17%
ESTC	C	0.05%	0.31%	0.05%
FANG	D	0.22%	1.32%	0.22%
GOOGL	C	3.92%	3.4%	3.4%
GPC	D	0.09%	0.62%	0.09%
GS	A	0.11%	3.64%	0.11%
HRB	D	0.38%	0.35%	0.35%
ISRG	A	0.02%	2.6%	0.02%
LII	A	0.09%	0.49%	0.09%
LLY	F	0.93%	0.42%	0.42%
LNG	B	0.19%	0.61%	0.19%
NVDA	C	6.03%	4.07%	4.07%
PLTR	B	0.26%	2.62%	0.26%
SNOW	C	0.01%	1.34%	0.01%
VRTX	F	0.36%	2.27%	0.36%
WSM	B	0.09%	0.66%	0.09%
ZS	C	0.04%	1.02%	0.04%

HDUS Overweight 236 Positions Relative to AIEQ

Symbol	Grade	Weight
MSFT	F	5.41%
AAPL	C	5.07%
META	D	1.88%
JNJ	D	1.49%
TSLA	B	1.36%
VZ	C	1.2%
PEP	F	1.18%
TXN	C	1.13%
MO	A	1.11%
XOM	B	1.05%
ABBV	D	1.03%
JPM	A	0.92%
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%
WMT	A	0.69%
KNF	A	0.67%
CBOE	B	0.64%
CL	D	0.64%
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%
T	A	0.53%
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%
BKNG	A	0.48%
GDDY	A	0.47%
STWD	C	0.47%
BRK.A	B	0.46%
HD	A	0.46%
SHW	A	0.46%
RPM	A	0.45%
CB	C	0.44%
KO	D	0.44%
IRM	D	0.43%
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%
MLI	C	0.39%
PEG	A	0.38%
MUSA	A	0.38%
MCK	B	0.38%
NXPI	D	0.37%
BAH	F	0.37%
CRM	B	0.36%
RDN	C	0.36%
WST	C	0.35%
ADC	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%
PGR	A	0.32%
KMI	A	0.32%
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%
UBER	D	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%
EBAY	D	0.26%
VRSK	A	0.26%
TMUS	B	0.25%
FDX	B	0.25%
FSS	B	0.25%
ETN	A	0.24%
NYT	C	0.23%
HSY	F	0.23%
CAT	B	0.23%
ESS	B	0.23%
KMB	D	0.23%
ALV	C	0.22%
MDT	D	0.22%
NEE	D	0.22%
NNN	D	0.22%
PRU	A	0.22%
VLO	C	0.21%
MANH	D	0.21%
WMB	A	0.21%
ABNB	C	0.21%
GWRE	A	0.21%
ALTR	B	0.21%
PKG	A	0.2%
SO	D	0.2%
ORI	A	0.2%
AMGN	D	0.2%
NWSA	B	0.2%
PFE	D	0.19%
AXP	A	0.19%
LOW	D	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%
TMO	F	0.16%
LRCX	F	0.16%
FLEX	A	0.16%
MMM	D	0.16%
MSI	B	0.16%
GE	D	0.15%
STT	A	0.15%
GD	F	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%
DUK	C	0.12%
PNC	B	0.12%
BR	A	0.12%
DKS	C	0.12%
OC	A	0.11%
ECL	D	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%
C	A	0.09%
CMG	B	0.09%
TER	D	0.08%
CUBE	D	0.08%
EQR	B	0.08%
SYK	C	0.08%
DHR	F	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%
TJX	A	0.07%
NTNX	A	0.07%
BAC	A	0.07%
CPB	D	0.07%
OTIS	C	0.06%
SNA	A	0.06%
BBY	D	0.06%
KKR	A	0.06%
SNPS	B	0.05%
ODFL	B	0.05%
PAYX	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%
DTM	B	0.04%
FNF	B	0.04%
CACI	D	0.04%
RBLX	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%
REGN	F	0.03%
MORN	B	0.03%
JKHY	D	0.03%
SMAR	A	0.03%
JBHT	C	0.02%
DELL	C	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%
TMDX	F	0.01%
OGN	D	0.01%
LKQ	D	0.01%
CINF	A	0.01%
RYN	D	0.01%
EGP	F	0.01%

HDUS Underweight 109 Positions Relative to AIEQ

Symbol	Grade	Weight
INTC	D	-3.77%
DIS	B	-2.63%
NKE	D	-2.52%
ELV	F	-2.24%
FI	A	-2.08%
VST	B	-1.88%
BA	F	-1.65%
CHTR	C	-1.38%
EMR	A	-1.37%
UPS	C	-1.28%
EW	C	-1.02%
LPLA	A	-1.01%
HST	C	-0.98%
F	C	-0.95%
RCL	A	-0.94%
DXCM	D	-0.94%
TEAM	A	-0.92%
LVS	C	-0.89%
TDG	D	-0.87%
HWM	A	-0.82%
SQ	B	-0.81%
HPE	B	-0.77%
FSLR	F	-0.77%
DFS	B	-0.72%
EL	F	-0.72%
BIIB	F	-0.71%
STLD	B	-0.62%
QRVO	F	-0.59%
LYB	F	-0.59%
GRMN	B	-0.55%
OKTA	C	-0.54%
MGM	D	-0.54%
UHS	D	-0.53%
XPO	B	-0.51%
PSTG	D	-0.5%
RHP	B	-0.47%
ETSY	D	-0.43%
ENPH	F	-0.43%
FCNCA	A	-0.42%
SFM	A	-0.39%
IEX	B	-0.37%
AAP	C	-0.36%
GNRC	B	-0.36%
AOS	F	-0.34%
CTLT	B	-0.33%
SNX	C	-0.33%
FN	D	-0.32%
GL	B	-0.3%
EXP	A	-0.29%
KBR	F	-0.29%
RH	B	-0.29%
BWXT	B	-0.29%
GFS	C	-0.27%
NVT	B	-0.27%
HOG	D	-0.27%
HALO	F	-0.25%
APA	D	-0.24%
RYAN	B	-0.24%
TECH	D	-0.22%
OSK	B	-0.22%
FLR	B	-0.22%
TTC	D	-0.22%
MTSI	B	-0.21%
BPMC	C	-0.21%
CMC	B	-0.2%
BSY	D	-0.19%
CNX	A	-0.19%
HLI	B	-0.19%
COOP	B	-0.19%
SEE	C	-0.18%
FIVN	C	-0.18%
LNC	B	-0.18%
HAE	C	-0.18%
EEFT	B	-0.17%
NBIX	C	-0.17%
VKTX	F	-0.17%
GMED	A	-0.17%
LNTH	D	-0.16%
TENB	C	-0.16%
DINO	D	-0.16%
MAN	D	-0.16%
MUR	D	-0.15%
SUM	B	-0.15%
ITCI	C	-0.14%
OMF	A	-0.14%
PRGO	B	-0.14%
RIVN	F	-0.14%
TREX	C	-0.14%
POWI	D	-0.14%
JAZZ	B	-0.14%
TDW	F	-0.13%
ST	F	-0.13%
CIVI	D	-0.13%
ORA	B	-0.13%
CHE	D	-0.13%
SM	B	-0.12%
HP	B	-0.12%
LPX	B	-0.12%
MSA	D	-0.11%
VVV	F	-0.11%
NOG	A	-0.11%
TKR	D	-0.11%
GATX	A	-0.1%
EXPO	D	-0.1%
AM	A	-0.1%
CHX	C	-0.07%
WFRD	D	-0.07%
CFLT	B	-0.07%
RIG	D	-0.05%