HDUS vs. BFOR ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to Barron's 400 (BFOR)

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

BFOR

Barron's 400

BFOR Description

The investment seeks investment results that correspond generally, before fees and expenses, to the performance of the Barron's 400 Index (the "underlying index"). The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the index. The underlying index's stocks are constituents of the MarketGrader U.S. Coverage Universe.

Grade (RS Rating)

Last Trade

$78.80

Average Daily Volume

4,071

Number of Holdings ^*

388

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	BFOR
30 Days	3.75%	9.34%
60 Days	5.23%	10.13%
90 Days	7.06%	11.66%
12 Months	31.94%	38.09%

98 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in BFOR	Overlap
AAPL	C	5.07%	0.24%	0.24%
ADBE	C	0.14%	0.23%	0.14%
AFL	B	0.28%	0.23%	0.23%
ALSN	B	0.6%	0.31%	0.31%
AMAT	F	0.39%	0.22%	0.22%
AMZN	C	3.51%	0.26%	0.26%
APH	A	0.46%	0.26%	0.26%
APP	B	0.21%	0.56%	0.21%
AXP	A	0.19%	0.25%	0.19%
BKNG	A	0.48%	0.28%	0.28%
BR	A	0.12%	0.25%	0.12%
CACI	D	0.04%	0.23%	0.04%
CAT	B	0.23%	0.25%	0.23%
CBOE	B	0.64%	0.22%	0.22%
CBT	C	0.13%	0.24%	0.13%
CINF	A	0.01%	0.25%	0.01%
CL	D	0.64%	0.2%	0.2%
CMG	B	0.09%	0.24%	0.09%
COKE	C	0.11%	0.21%	0.11%
COST	B	0.63%	0.23%	0.23%
CROX	D	0.08%	0.17%	0.08%
CRUS	D	0.02%	0.18%	0.02%
CSL	C	0.03%	0.24%	0.03%
CSWI	A	0.14%	0.27%	0.14%
CTAS	B	0.62%	0.24%	0.24%
CTSH	B	0.54%	0.24%	0.24%
DBX	B	0.54%	0.25%	0.25%
DCI	B	0.34%	0.25%	0.25%
DKS	C	0.12%	0.21%	0.12%
DRI	B	0.11%	0.24%	0.11%
DY	D	0.14%	0.23%	0.14%
EA	A	0.48%	0.26%	0.26%
EBAY	D	0.26%	0.22%	0.22%
ECL	D	0.11%	0.22%	0.11%
EME	C	0.57%	0.28%	0.28%
EOG	A	0.43%	0.25%	0.25%
FANG	D	0.22%	0.24%	0.22%
FDX	B	0.25%	0.22%	0.22%
FLEX	A	0.16%	0.29%	0.16%
FSS	B	0.25%	0.24%	0.24%
GDDY	A	0.47%	0.28%	0.28%
GOOGL	C	3.92%	0.26%	0.26%
HLNE	B	0.07%	0.29%	0.07%
HRB	D	0.38%	0.21%	0.21%
HSY	F	0.23%	0.2%	0.2%
IBKR	A	0.03%	0.31%	0.03%
IBM	C	0.71%	0.22%	0.22%
INGR	B	0.3%	0.25%	0.25%
ISRG	A	0.02%	0.25%	0.02%
IT	C	0.07%	0.24%	0.07%
JKHY	D	0.03%	0.22%	0.03%
JNJ	D	1.49%	0.21%	0.21%
JPM	A	0.92%	0.26%	0.26%
KLAC	D	0.29%	0.2%	0.2%
KMB	D	0.23%	0.21%	0.21%
LII	A	0.09%	0.23%	0.09%
LLY	F	0.93%	0.19%	0.19%
MANH	D	0.21%	0.24%	0.21%
MCO	B	0.41%	0.23%	0.23%
META	D	1.88%	0.24%	0.24%
MLI	C	0.39%	0.29%	0.29%
MMM	D	0.16%	0.22%	0.16%
MPC	D	0.18%	0.23%	0.18%
MPWR	F	0.11%	0.15%	0.11%
MSFT	F	5.41%	0.23%	0.23%
MSI	B	0.16%	0.26%	0.16%
NFLX	A	0.6%	0.28%	0.28%
NRG	B	0.1%	0.26%	0.1%
NTAP	C	0.58%	0.23%	0.23%
NVDA	C	6.03%	0.29%	0.29%
NYT	C	0.23%	0.23%	0.23%
ODFL	B	0.05%	0.27%	0.05%
ORCL	B	0.69%	0.25%	0.25%
PANW	C	0.16%	0.27%	0.16%
PAYX	C	0.05%	0.25%	0.05%
PEP	F	1.18%	0.21%	0.21%
PGR	A	0.32%	0.23%	0.23%
PLTR	B	0.26%	0.37%	0.26%
PYPL	B	0.02%	0.28%	0.02%
QCOM	F	0.49%	0.22%	0.22%
REGN	F	0.03%	0.15%	0.03%
RL	B	0.34%	0.26%	0.26%
RMD	C	0.27%	0.21%	0.21%
SNA	A	0.06%	0.29%	0.06%
SO	D	0.2%	0.22%	0.2%
SPGI	C	0.27%	0.22%	0.22%
SYK	C	0.08%	0.23%	0.08%
TGT	F	0.04%	0.23%	0.04%
TJX	A	0.07%	0.23%	0.07%
TMUS	B	0.25%	0.27%	0.25%
TRGP	B	0.13%	0.29%	0.13%
TSCO	D	0.17%	0.23%	0.17%
TXRH	C	0.49%	0.28%	0.28%
WFC	A	0.27%	0.31%	0.27%
WMB	A	0.21%	0.28%	0.21%
WSM	B	0.09%	0.21%	0.09%
XOM	B	1.05%	0.25%	0.25%
ZTS	D	0.14%	0.21%	0.14%

HDUS Overweight 165 Positions Relative to BFOR

Symbol	Grade	Weight
TSLA	B	1.36%
AVGO	D	1.31%
VZ	C	1.2%
TXN	C	1.13%
MO	A	1.11%
ABBV	D	1.03%
CVX	A	0.92%
CMI	A	0.88%
UNH	C	0.79%
LAMR	D	0.76%
BMY	B	0.72%
JHG	A	0.7%
WMT	A	0.69%
KNF	A	0.67%
KVUE	A	0.63%
BK	A	0.61%
YUM	B	0.55%
T	A	0.53%
TROW	B	0.53%
RHI	B	0.51%
ABT	B	0.51%
GILD	C	0.5%
GLPI	C	0.48%
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%
MS	A	0.41%
ACN	C	0.4%
AXS	A	0.4%
PEG	A	0.38%
MUSA	A	0.38%
MCK	B	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%
ADC	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%
KMI	A	0.32%
LMT	D	0.32%
OHI	C	0.31%
CSCO	B	0.31%
CHRW	C	0.3%
COP	C	0.3%
DGX	A	0.29%
UBER	D	0.29%
MCD	D	0.29%
TRV	B	0.28%
OMC	C	0.28%
CRBG	B	0.28%
BG	F	0.26%
MRK	F	0.26%
INTU	C	0.26%
FOXA	B	0.26%
VRSK	A	0.26%
ETN	A	0.24%
ESS	B	0.23%
CHRD	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%
ABNB	C	0.21%
GWRE	A	0.21%
ALTR	B	0.21%
PKG	A	0.2%
CRWD	B	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%
NDAQ	A	0.18%
MMC	B	0.18%
NOW	A	0.18%
BJ	A	0.17%
HUBS	A	0.17%
CDNS	B	0.16%
ACI	C	0.16%
TMO	F	0.16%
LRCX	F	0.16%
GE	D	0.15%
STT	A	0.15%
GD	F	0.15%
AVB	B	0.14%
TT	A	0.14%
EIX	B	0.14%
GLW	B	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%
GS	A	0.11%
OC	A	0.11%
GNTX	C	0.1%
VRNS	D	0.1%
ESI	A	0.1%
MTG	C	0.09%
WTW	B	0.09%
HCA	F	0.09%
DASH	A	0.09%
GPC	D	0.09%
C	A	0.09%
TER	D	0.08%
CUBE	D	0.08%
EQR	B	0.08%
DHR	F	0.08%
SBUX	A	0.07%
DTE	C	0.07%
AMD	F	0.07%
NTNX	A	0.07%
BAC	A	0.07%
CPB	D	0.07%
OTIS	C	0.06%
BBY	D	0.06%
KKR	A	0.06%
SNPS	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%
DTM	B	0.04%
FNF	B	0.04%
RBLX	C	0.04%
ZS	C	0.04%
JNPR	F	0.04%
AYI	B	0.04%
MSCI	C	0.04%
EVR	B	0.03%
TPR	B	0.03%
MORN	B	0.03%
SMAR	A	0.03%
JBHT	C	0.02%
DELL	C	0.02%
GM	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%
RYN	D	0.01%
EGP	F	0.01%

HDUS Underweight 290 Positions Relative to BFOR

Symbol	Grade	Weight
LEU	C	-0.45%
UAL	A	-0.41%
POWL	C	-0.4%
IESC	B	-0.38%
AGX	B	-0.38%
USLM	A	-0.38%
TPL	A	-0.37%
AXON	A	-0.36%
UPWK	B	-0.34%
PAY	B	-0.34%
STRL	B	-0.33%
RCL	A	-0.32%
VRT	B	-0.32%
AAON	B	-0.32%
APO	B	-0.32%
PAYO	A	-0.32%
CORT	B	-0.32%
RMBS	C	-0.31%
RJF	A	-0.31%
IDCC	A	-0.31%
EXPE	B	-0.31%
CCL	B	-0.31%
SYF	B	-0.31%
AIT	A	-0.3%
PCTY	B	-0.3%
PAYC	B	-0.3%
PEGA	A	-0.3%
DOCS	C	-0.3%
SFM	A	-0.3%
TILE	B	-0.3%
AMP	A	-0.29%
NEWT	B	-0.29%
SUM	B	-0.29%
FIX	A	-0.29%
BKR	B	-0.29%
MCB	B	-0.29%
SKWD	A	-0.29%
EXEL	B	-0.29%
CEIX	A	-0.29%
UNM	A	-0.29%
EWBC	A	-0.29%
LRN	A	-0.28%
BBW	B	-0.28%
BL	B	-0.28%
QCRH	A	-0.28%
PPC	C	-0.28%
ZM	B	-0.28%
CRS	A	-0.28%
FTNT	C	-0.28%
TGTX	B	-0.28%
APOG	B	-0.28%
AX	A	-0.28%
MTB	A	-0.28%
CW	B	-0.27%
DAKT	B	-0.27%
IBOC	A	-0.27%
UTI	A	-0.27%
FAST	B	-0.27%
MTDR	B	-0.27%
PFBC	B	-0.27%
NOG	A	-0.27%
QLYS	C	-0.27%
BY	B	-0.27%
CASH	A	-0.27%
NTRS	A	-0.27%
WT	B	-0.27%
FOUR	B	-0.27%
NRP	B	-0.27%
HWM	A	-0.27%
ERII	D	-0.27%
HCKT	B	-0.27%
USAP	B	-0.27%
MWA	B	-0.27%
FOX	A	-0.27%
AWI	A	-0.27%
CPAY	A	-0.27%
FITB	A	-0.26%
IBCP	B	-0.26%
WHD	B	-0.26%
BFC	B	-0.26%
WABC	B	-0.26%
FFIV	B	-0.26%
PODD	C	-0.26%
ACIW	B	-0.26%
ITT	A	-0.26%
HCI	C	-0.26%
MGY	A	-0.26%
FN	D	-0.26%
CMPO	A	-0.26%
DECK	A	-0.26%
URI	B	-0.26%
LPX	B	-0.26%
TDY	B	-0.26%
CEG	D	-0.26%
ADSK	A	-0.26%
LOPE	B	-0.26%
OZK	B	-0.26%
CUBI	C	-0.26%
PEBO	A	-0.26%
NIC	B	-0.26%
FTI	A	-0.26%
ATR	B	-0.26%
ACMR	F	-0.26%
OKE	A	-0.26%
ARLP	A	-0.26%
AMAL	B	-0.26%
CVLT	B	-0.26%
FTDR	A	-0.26%
PH	A	-0.26%
TRN	C	-0.26%
FULT	A	-0.26%
OII	B	-0.26%
CNO	A	-0.26%
FCNCA	A	-0.26%
CPRT	A	-0.26%
G	B	-0.26%
CHTR	C	-0.26%
MLR	B	-0.26%
ORRF	B	-0.26%
SLVM	B	-0.25%
MRO	B	-0.25%
ANF	C	-0.25%
TW	A	-0.25%
RBA	A	-0.25%
HUBB	B	-0.25%
VIRT	B	-0.25%
REVG	B	-0.25%
ANET	C	-0.25%
WLDN	D	-0.25%
YELP	C	-0.25%
FIZZ	C	-0.25%
PLMR	B	-0.25%
ADP	B	-0.25%
WTS	B	-0.25%
IPAR	B	-0.25%
BELFB	C	-0.25%
SRCE	B	-0.25%
UTHR	C	-0.25%
LAUR	A	-0.25%
WDAY	B	-0.25%
MLM	B	-0.25%
IRMD	C	-0.25%
APD	A	-0.25%
FDS	B	-0.25%
FCF	A	-0.25%
MCRI	A	-0.25%
ADMA	B	-0.25%
MBWM	B	-0.25%
SM	B	-0.25%
OSBC	A	-0.25%
EXP	A	-0.25%
AIZ	A	-0.25%
LKFN	B	-0.25%
HES	B	-0.25%
TCMD	A	-0.25%
XPEL	C	-0.24%
CME	A	-0.24%
FBP	B	-0.24%
RGA	A	-0.24%
EPD	A	-0.24%
ALL	A	-0.24%
FMBH	B	-0.24%
DT	C	-0.24%
HEI	B	-0.24%
TBBK	B	-0.24%
V	A	-0.24%
BRO	B	-0.24%
AMPY	C	-0.24%
VEEV	C	-0.24%
PLAB	C	-0.24%
OSIS	B	-0.24%
HNI	B	-0.24%
MOD	A	-0.24%
MPLX	A	-0.24%
ET	A	-0.24%
MA	C	-0.24%
HWKN	B	-0.24%
CPRX	C	-0.24%
GGG	B	-0.24%
WWD	B	-0.24%
SIG	B	-0.24%
CQP	B	-0.24%
CASY	A	-0.24%
CF	B	-0.24%
DOV	A	-0.24%
THC	D	-0.23%
SSNC	B	-0.23%
STBA	B	-0.23%
DVN	F	-0.23%
TEX	D	-0.23%
CHWY	B	-0.23%
WEC	A	-0.23%
NBIX	C	-0.23%
OFG	B	-0.23%
BRC	D	-0.23%
OTTR	C	-0.23%
HIG	B	-0.23%
CHDN	B	-0.23%
VRSN	F	-0.23%
NOV	C	-0.23%
LNN	B	-0.23%
COR	B	-0.23%
TRIN	A	-0.23%
WRB	A	-0.23%
SCCO	F	-0.23%
COOP	B	-0.23%
TOL	B	-0.23%
GL	B	-0.23%
ZBH	C	-0.23%
JWN	C	-0.23%
THR	B	-0.23%
CHD	B	-0.23%
BMI	B	-0.23%
KNSL	B	-0.23%
SBR	B	-0.23%
CWCO	C	-0.22%
HESM	B	-0.22%
TPH	D	-0.22%
ON	D	-0.22%
WES	C	-0.22%
SHOO	D	-0.22%
CNA	B	-0.22%
IMMR	C	-0.22%
UFPT	B	-0.22%
MSA	D	-0.22%
NEU	C	-0.22%
BLDR	D	-0.22%
RNR	C	-0.22%
SYY	B	-0.22%
BURL	A	-0.22%
NVR	D	-0.22%
KOS	F	-0.22%
ROL	B	-0.22%
YETI	C	-0.22%
WFRD	D	-0.21%
MBIN	D	-0.21%
SKX	D	-0.21%
VITL	D	-0.21%
VAL	D	-0.21%
PHM	D	-0.21%
XYL	D	-0.21%
IBP	D	-0.21%
TH	C	-0.21%
APA	D	-0.21%
EGY	D	-0.21%
FC	F	-0.21%
ROST	C	-0.21%
MHO	D	-0.21%
AMPH	D	-0.21%
HOLX	D	-0.21%
DVA	B	-0.21%
MEDP	D	-0.21%
NSSC	D	-0.21%
BMRN	D	-0.21%
VLTO	D	-0.21%
IPG	D	-0.21%
LEN	D	-0.21%
EG	C	-0.21%
MOH	F	-0.2%
HALO	F	-0.2%
HOG	D	-0.2%
IQV	D	-0.2%
FCN	D	-0.2%
YOU	D	-0.2%
BOOT	D	-0.2%
GRBK	D	-0.2%
ONTO	D	-0.2%
ACGL	D	-0.2%
FMC	D	-0.2%
DFIN	D	-0.2%
WMS	D	-0.2%
HY	D	-0.2%
PTGX	C	-0.2%
AKAM	D	-0.2%
AOS	F	-0.2%
WING	D	-0.19%
COLL	F	-0.19%
DFH	D	-0.19%
FSLR	F	-0.19%
DHI	D	-0.19%
UHS	D	-0.19%
INSW	F	-0.19%
LNW	D	-0.19%
HRMY	D	-0.19%
HRTG	C	-0.18%
SIGA	F	-0.18%
LNTH	D	-0.17%
BLBD	D	-0.17%
TDW	F	-0.16%
ASC	F	-0.15%