HDUS vs. ESMV ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to iShares ESG MSCI USA Min Vol Factor ETF (ESMV)

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

$56.23

Average Daily Volume

3,226

Number of Holdings ^*

262

* may have additional holdings in another (foreign) market

ESMV

iShares ESG MSCI USA Min Vol Factor ETF

ESMV Description

iShares ESG MSCI USA Min Vol Factor ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index, by using representative sampling technique. iShares ESG MSCI USA Min Vol Factor ETF is domiciled in the United States

Grade (RS Rating)

Last Trade

$28.56

Average Daily Volume

2,109

Number of Holdings ^*

150

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	ESMV
30 Days	1.24%	-0.19%
60 Days	7.49%	3.06%
90 Days	11.52%	7.62%
12 Months	33.16%	24.29%

70 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in ESMV	Overlap
AAPL	C	5.27%	0.52%	0.52%
ACN	C	0.42%	1.32%	0.42%
ADBE	D	0.13%	0.92%	0.13%
AMGN	D	0.23%	1.4%	0.23%
BMY	A	0.67%	0.26%	0.26%
BR	B	0.12%	0.3%	0.12%
CDNS	B	0.14%	1.07%	0.14%
CHRW	C	0.3%	0.47%	0.3%
CL	D	0.73%	1.23%	0.73%
CPB	D	0.08%	0.36%	0.08%
CRM	B	0.32%	0.69%	0.32%
CSCO	A	0.31%	1.47%	0.31%
CTSH	D	0.53%	0.29%	0.29%
CVX	B	0.88%	0.34%	0.34%
DGX	B	0.28%	0.69%	0.28%
EA	A	0.44%	1.21%	0.44%
ECL	D	0.12%	0.33%	0.12%
FICO	B	0.3%	0.47%	0.3%
GDDY	B	0.43%	0.17%	0.17%
GILD	A	0.49%	1.35%	0.49%
HD	B	0.48%	1.37%	0.48%
HUBS	B	0.14%	0.65%	0.14%
IBM	D	0.81%	1.68%	0.81%
INTU	D	0.23%	0.18%	0.18%
IT	B	0.07%	0.71%	0.07%
JKHY	A	0.03%	0.14%	0.03%
JNJ	D	1.65%	1.04%	1.04%
JNPR	A	0.05%	0.51%	0.05%
KMB	D	0.26%	0.56%	0.26%
KO	D	0.51%	0.83%	0.51%
LKQ	F	0.01%	0.3%	0.01%
LLY	F	1.11%	1.43%	1.11%
LOW	B	0.21%	0.92%	0.21%
MCD	D	0.31%	1.05%	0.31%
MCK	D	0.32%	1.2%	0.32%
MMC	D	0.19%	1.41%	0.19%
MPC	F	0.18%	0.09%	0.09%
MRK	F	0.3%	1.09%	0.3%
MSFT	D	5.41%	1.34%	1.34%
MSI	B	0.16%	1.72%	0.16%
NEE	D	0.25%	0.51%	0.25%
NOW	A	0.17%	0.16%	0.16%
NTAP	D	0.64%	0.15%	0.15%
NVDA	B	5.76%	1.59%	1.59%
NXPI	D	0.39%	0.35%	0.35%
ODFL	B	0.04%	0.38%	0.04%
ORCL	B	0.66%	1.09%	0.66%
OTIS	B	0.06%	0.21%	0.06%
PEG	C	0.4%	1.63%	0.4%
PEP	F	1.27%	1.09%	1.09%
PGR	D	0.32%	1.3%	0.32%
REGN	F	0.04%	0.74%	0.04%
RTX	C	0.34%	0.44%	0.34%
SNPS	C	0.04%	0.33%	0.04%
SPGI	D	0.28%	1.04%	0.28%
T	B	0.53%	0.4%	0.4%
TJX	D	0.07%	0.05%	0.05%
TMUS	B	0.24%	1.61%	0.24%
TRGP	A	0.11%	0.68%	0.11%
TRV	B	0.29%	1.59%	0.29%
TSCO	D	0.18%	0.27%	0.18%
TT	B	0.14%	1.14%	0.14%
TXN	B	1.11%	1.44%	1.11%
UBER	C	0.33%	0.45%	0.33%
UNH	D	0.77%	1.36%	0.77%
VRTX	A	0.38%	1.49%	0.38%
VZ	D	1.32%	1.37%	1.32%
WTW	A	0.08%	0.16%	0.08%
YUM	C	0.55%	0.4%	0.4%
ZTS	F	0.16%	0.67%	0.16%

HDUS Overweight 192 Positions Relative to ESMV

Symbol	Grade	Weight
GOOGL	B	3.72%
AMZN	A	3.19%
META	B	1.92%
AVGO	B	1.43%
ABBV	B	1.17%
XOM	B	1.07%
MO	A	1.02%
TSLA	B	0.99%
JPM	B	0.87%
LAMR	B	0.84%
CMI	A	0.83%
CBOE	B	0.69%
KNF	B	0.68%
WMT	A	0.67%
JHG	A	0.64%
COST	C	0.62%
BK	A	0.62%
CTAS	B	0.62%
KVUE	A	0.59%
ABT	B	0.54%
ALSN	A	0.53%
QCOM	F	0.53%
EME	A	0.53%
DBX	B	0.53%
GLPI	C	0.52%
TROW	B	0.51%
STWD	D	0.5%
NFLX	A	0.5%
IRM	B	0.49%
RHI	B	0.47%
BRK.A	D	0.47%
CB	D	0.47%
SHW	C	0.47%
TXRH	B	0.46%
RPM	B	0.45%
APH	A	0.44%
BKNG	A	0.44%
MCO	D	0.43%
EOG	F	0.42%
BAH	A	0.41%
HRB	D	0.41%
R	A	0.4%
AXS	B	0.4%
AMAT	F	0.39%
AGNC	D	0.38%
MS	B	0.38%
RDN	D	0.38%
LMT	D	0.37%
STAG	D	0.36%
ADC	C	0.35%
MUSA	D	0.35%
RL	A	0.34%
SPG	A	0.33%
MLI	A	0.33%
DCI	B	0.33%
BSX	B	0.32%
OHI	B	0.32%
KMI	A	0.31%
KLAC	F	0.31%
WST	C	0.31%
AFL	D	0.3%
CRBG	B	0.3%
BG	F	0.29%
OMC	B	0.29%
COP	D	0.29%
RMD	B	0.29%
INGR	A	0.28%
EBAY	D	0.28%
FSS	D	0.27%
NNN	D	0.26%
VRSK	B	0.25%
NYT	C	0.24%
MANH	D	0.24%
CHRD	F	0.24%
FDX	D	0.24%
CAT	B	0.24%
FOXA	B	0.24%
HSY	F	0.24%
WFC	B	0.24%
ESS	D	0.23%
FANG	F	0.23%
PRU	C	0.23%
MDT	B	0.23%
ETN	B	0.23%
SO	C	0.22%
PFE	D	0.22%
ABNB	C	0.22%
VLO	F	0.21%
ALV	D	0.21%
GWRE	B	0.21%
ORI	C	0.2%
WMB	A	0.2%
ALTR	B	0.2%
PLTR	A	0.19%
PKG	A	0.19%
NWSA	B	0.19%
AXP	B	0.19%
NDAQ	A	0.18%
TMO	D	0.18%
MPWR	F	0.18%
CRWD	C	0.18%
MMM	D	0.17%
LNG	A	0.17%
BJ	B	0.17%
ACI	F	0.16%
FLEX	A	0.16%
GD	D	0.16%
GE	D	0.16%
LRCX	F	0.16%
STT	A	0.15%
EIX	D	0.15%
PANW	B	0.15%
DY	D	0.15%
DKS	F	0.14%
CBT	B	0.14%
AVB	B	0.14%
CSWI	B	0.14%
GEHC	D	0.14%
DDOG	B	0.13%
GLW	B	0.13%
DUK	D	0.13%
HPQ	B	0.13%
CROX	F	0.12%
COKE	D	0.12%
HCA	D	0.11%
APP	B	0.11%
GPC	F	0.11%
VRNS	D	0.11%
PNC	B	0.11%
DRI	B	0.11%
GNTX	C	0.1%
NRG	B	0.1%
DHR	D	0.1%
GS	B	0.1%
WSM	D	0.1%
OC	B	0.1%
C	B	0.09%
ESI	B	0.09%
LII	A	0.09%
TER	F	0.09%
MTG	D	0.09%
CMG	D	0.09%
SYK	A	0.08%
DASH	B	0.08%
AMD	F	0.08%
EQR	D	0.08%
CUBE	D	0.08%
SWKS	F	0.07%
NTNX	B	0.07%
BAC	B	0.07%
DTE	D	0.07%
BBY	D	0.06%
HLNE	B	0.06%
SBUX	B	0.06%
MSCI	B	0.05%
ESTC	C	0.05%
PAYX	B	0.05%
CHH	B	0.05%
TFC	C	0.05%
SNA	A	0.05%
KKR	B	0.05%
FLO	D	0.05%
SMAR	A	0.04%
ZS	C	0.04%
COIN	C	0.04%
FNF	D	0.04%
AYI	A	0.04%
INSP	D	0.04%
CACI	A	0.04%
TGT	D	0.04%
EVR	B	0.03%
MORN	B	0.03%
RBLX	B	0.03%
DTM	A	0.03%
CSL	D	0.03%
ISRG	A	0.02%
OGN	F	0.02%
EGP	F	0.02%
JBHT	B	0.02%
RYN	B	0.02%
GM	A	0.02%
DELL	B	0.02%
TMDX	F	0.02%
PYPL	B	0.02%
NET	C	0.02%
CRUS	F	0.02%
TPR	B	0.02%
OGE	A	0.02%
FR	D	0.02%
IBKR	A	0.02%
SNOW	C	0.01%
CINF	B	0.01%

HDUS Underweight 80 Positions Relative to ESMV

Symbol	Grade	Weight
GWW	A	-1.61%
NOC	D	-1.5%
WM	B	-1.44%
ADP	A	-1.42%
GIS	D	-1.35%
ED	D	-1.33%
ROP	F	-1.32%
FERG	D	-1.31%
HES	C	-1.25%
KR	A	-1.08%
V	A	-1.07%
NEM	D	-1.06%
PG	D	-1.05%
OKE	A	-1.05%
VLTO	D	-1.0%
MA	B	-0.97%
K	A	-0.88%
KEYS	C	-0.84%
PTC	B	-0.78%
COR	B	-0.77%
CRH	A	-0.74%
EQIX	B	-0.73%
WDAY	D	-0.72%
HPE	B	-0.71%
HON	B	-0.64%
CMS	C	-0.59%
HOLX	C	-0.55%
ELV	F	-0.54%
CBRE	A	-0.52%
SRE	C	-0.48%
MELI	C	-0.47%
CI	D	-0.44%
CME	B	-0.43%
ES	D	-0.42%
ICE	C	-0.39%
CHD	C	-0.39%
KHC	F	-0.38%
GEN	B	-0.38%
DECK	B	-0.37%
HRL	D	-0.37%
STX	D	-0.37%
AZO	D	-0.37%
AMCR	D	-0.36%
AKAM	D	-0.35%
ALNY	C	-0.34%
VRSN	F	-0.33%
INTC	C	-0.33%
CLX	C	-0.33%
CNH	B	-0.32%
FI	A	-0.32%
PSX	F	-0.3%
INCY	A	-0.29%
HUM	F	-0.29%
XYL	F	-0.25%
AJG	D	-0.24%
ADSK	A	-0.22%
JCI	B	-0.22%
AWK	D	-0.22%
FSLR	D	-0.21%
FCNCA	D	-0.2%
ULTA	D	-0.19%
RSG	C	-0.17%
KDP	F	-0.17%
AIZ	C	-0.17%
AZPN	B	-0.17%
UPS	C	-0.15%
TEAM	B	-0.13%
MKC	D	-0.13%
LDOS	A	-0.13%
FFIV	B	-0.12%
SOLV	B	-0.12%
DPZ	C	-0.12%
LIN	D	-0.11%
CMCSA	B	-0.09%
FAST	A	-0.08%
CAH	C	-0.08%
KNX	B	-0.07%
AON	B	-0.06%
HII	F	-0.06%
EXC	D	-0.05%