HDUS vs. FCPI ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to Fidelity Stocks for Inflation ETF (FCPI)

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

FCPI

Fidelity Stocks for Inflation ETF

FCPI Description

The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity Stocks for Inflation Factor Index℠. The fund normally invests at least 80% of its assets in securities included in the Fidelity Stocks for Inflation Factor Index℠, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies with attractive valuations, high quality profiles and positive momentum signals, emphasizing industries that tend to outperform in inflationary environments.

Grade (RS Rating)

Last Trade

$46.12

Average Daily Volume

22,278

Number of Holdings ^*

101

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	FCPI
30 Days	3.75%	5.93%
60 Days	5.23%	6.96%
90 Days	7.06%	8.65%
12 Months	31.94%	39.44%

55 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in FCPI	Overlap
AAPL	C	5.11%	5.11%	5.11%
ABBV	D	1.02%	1.45%	1.02%
ABNB	C	0.22%	0.32%	0.22%
AMAT	F	0.36%	0.38%	0.36%
AMZN	C	3.39%	1.95%	1.95%
APH	A	0.45%	0.35%	0.35%
APP	B	0.25%	0.92%	0.25%
AVGO	D	1.26%	1.27%	1.26%
BKNG	A	0.5%	0.52%	0.5%
C	A	0.09%	0.7%	0.09%
CAT	B	0.23%	0.63%	0.23%
CL	D	0.67%	1.45%	0.67%
COKE	C	0.12%	1.42%	0.12%
CRBG	B	0.29%	0.57%	0.29%
CRUS	D	0.02%	0.17%	0.02%
CRWD	B	0.21%	0.42%	0.21%
CSL	C	0.03%	0.46%	0.03%
DBX	B	0.53%	0.23%	0.23%
DELL	C	0.02%	0.29%	0.02%
EBAY	D	0.26%	0.32%	0.26%
EME	C	0.59%	0.6%	0.59%
FICO	B	0.33%	0.37%	0.33%
GDDY	A	0.49%	0.3%	0.3%
GOOGL	C	3.95%	1.45%	1.45%
HCA	F	0.09%	1.07%	0.09%
HRB	D	0.37%	0.27%	0.27%
IBM	C	0.73%	0.51%	0.51%
KLAC	D	0.28%	0.28%	0.28%
KMB	D	0.24%	1.47%	0.24%
LLY	F	0.89%	2.02%	0.89%
LRCX	F	0.15%	0.3%	0.15%
MCK	B	0.39%	1.17%	0.39%
META	D	1.85%	0.96%	0.96%
MLI	C	0.4%	0.55%	0.4%
MO	A	1.12%	1.75%	1.12%
MPC	D	0.18%	1.86%	0.18%
MSFT	F	5.29%	4.79%	4.79%
MTG	C	0.09%	0.52%	0.09%
NFLX	A	0.63%	0.33%	0.33%
NRG	B	0.1%	2.51%	0.1%
NTAP	C	0.61%	0.23%	0.23%
NVDA	C	6.03%	5.6%	5.6%
NXPI	D	0.36%	0.26%	0.26%
OC	A	0.11%	0.45%	0.11%
PANW	C	0.16%	0.43%	0.16%
PGR	A	0.32%	0.78%	0.32%
QCOM	F	0.47%	0.44%	0.44%
REGN	F	0.03%	0.85%	0.03%
SPG	B	0.33%	2.02%	0.33%
SWKS	F	0.05%	0.17%	0.05%
T	A	0.54%	0.16%	0.16%
TMUS	B	0.25%	0.13%	0.13%
VLO	C	0.21%	1.81%	0.21%
VZ	C	1.24%	0.16%	0.16%
WSM	B	0.12%	0.35%	0.12%

HDUS Overweight 208 Positions Relative to FCPI

Symbol	Grade	Weight
JNJ	D	1.51%
TSLA	B	1.5%
PEP	F	1.14%
TXN	C	1.09%
XOM	B	1.05%
JPM	A	0.92%
CVX	A	0.92%
CMI	A	0.88%
UNH	C	0.8%
LAMR	D	0.77%
BMY	B	0.72%
WMT	A	0.71%
ORCL	B	0.7%
KNF	A	0.69%
JHG	A	0.68%
CBOE	B	0.68%
COST	B	0.64%
KVUE	A	0.64%
CTAS	B	0.63%
BK	A	0.61%
ALSN	B	0.59%
YUM	B	0.54%
CTSH	B	0.52%
TROW	B	0.52%
ABT	B	0.52%
RHI	B	0.5%
GLPI	C	0.5%
EA	A	0.49%
TXRH	C	0.48%
STWD	C	0.48%
GILD	C	0.48%
KO	D	0.46%
HD	A	0.46%
BRK.A	B	0.46%
SHW	A	0.45%
IRM	D	0.45%
EOG	A	0.44%
RPM	A	0.44%
CB	C	0.43%
R	B	0.42%
MCO	B	0.41%
MS	A	0.41%
AXS	A	0.41%
ACN	C	0.39%
PEG	A	0.39%
MUSA	A	0.38%
ADC	B	0.35%
CRM	B	0.35%
BAH	F	0.35%
RDN	C	0.35%
VRTX	F	0.34%
AGNC	D	0.34%
KMI	A	0.34%
WST	C	0.33%
BSX	B	0.33%
RL	B	0.33%
DCI	B	0.33%
STAG	F	0.33%
RTX	C	0.32%
LMT	D	0.32%
OHI	C	0.31%
CSCO	B	0.31%
CHRW	C	0.3%
DGX	A	0.3%
COP	C	0.3%
UBER	D	0.29%
INGR	B	0.29%
RMD	C	0.29%
PLTR	B	0.28%
TRV	B	0.28%
AFL	B	0.28%
MCD	D	0.28%
SPGI	C	0.27%
WFC	A	0.27%
FSS	B	0.26%
MRK	F	0.26%
VRSK	A	0.26%
BG	F	0.26%
OMC	C	0.26%
FDX	B	0.25%
FOXA	B	0.25%
ETN	A	0.24%
INTU	C	0.24%
WMB	A	0.23%
HSY	F	0.23%
ESS	B	0.23%
CHRD	D	0.23%
NNN	D	0.23%
ALTR	B	0.22%
GWRE	A	0.22%
ALV	C	0.22%
NYT	C	0.22%
PRU	A	0.22%
FANG	D	0.22%
NEE	D	0.22%
NWSA	B	0.21%
PKG	A	0.21%
MANH	D	0.21%
MDT	D	0.21%
AMGN	D	0.2%
ORI	A	0.2%
SO	D	0.2%
LNG	B	0.2%
NDAQ	A	0.19%
PFE	D	0.19%
LOW	D	0.19%
AXP	A	0.19%
HUBS	A	0.18%
NOW	A	0.18%
MMC	B	0.18%
BJ	A	0.17%
FLEX	A	0.17%
CDNS	B	0.16%
ACI	C	0.16%
MMM	D	0.16%
TSCO	D	0.16%
MSI	B	0.16%
ZTS	D	0.15%
GE	D	0.15%
CSWI	A	0.15%
STT	A	0.15%
EIX	B	0.15%
TMO	F	0.15%
DY	D	0.14%
AVB	B	0.14%
TT	A	0.14%
GD	F	0.14%
GLW	B	0.13%
HPQ	B	0.13%
BLK	C	0.13%
ADBE	C	0.13%
GEHC	F	0.13%
DDOG	A	0.13%
TRGP	B	0.13%
PNC	B	0.12%
BR	A	0.12%
DKS	C	0.12%
DUK	C	0.12%
CBT	C	0.12%
GS	A	0.11%
ECL	D	0.11%
MPWR	F	0.11%
DRI	B	0.11%
ESI	A	0.1%
WTW	B	0.09%
DASH	A	0.09%
GPC	D	0.09%
LII	A	0.09%
VRNS	D	0.09%
GNTX	C	0.09%
CMG	B	0.09%
CUBE	D	0.08%
EQR	B	0.08%
DHR	F	0.08%
SYK	C	0.08%
CROX	D	0.08%
SBUX	A	0.07%
COIN	C	0.07%
HLNE	B	0.07%
IT	C	0.07%
DTE	C	0.07%
AMD	F	0.07%
TJX	A	0.07%
NTNX	A	0.07%
CPB	D	0.07%
BAC	A	0.07%
TER	D	0.07%
OTIS	C	0.06%
SNA	A	0.06%
KKR	A	0.06%
PAYX	C	0.05%
ESTC	C	0.05%
CHH	A	0.05%
FLO	D	0.05%
TFC	A	0.05%
BBY	D	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%
MSCI	C	0.04%
ODFL	B	0.04%
SNPS	B	0.04%
TPR	B	0.03%
EVR	B	0.03%
IBKR	A	0.03%
MORN	B	0.03%
JKHY	D	0.03%
TGT	F	0.03%
JBHT	C	0.02%
ISRG	A	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%
SNOW	C	0.01%
OGN	D	0.01%
LKQ	D	0.01%
CINF	A	0.01%
EGP	F	0.01%
RYN	D	0.01%

HDUS Underweight 46 Positions Relative to FCPI

Symbol	Grade	Weight
VST	B	-4.0%
TPL	A	-3.42%
CF	B	-2.69%
STLD	B	-2.59%
NUE	C	-2.2%
PG	A	-2.18%
AM	A	-2.11%
BRBR	A	-2.07%
VICI	C	-1.73%
HST	C	-1.71%
UTHR	C	-1.19%
CI	F	-1.18%
V	A	-1.13%
THC	D	-1.09%
RPRX	D	-0.98%
UHS	D	-0.97%
ELV	F	-0.94%
MEDP	D	-0.89%
AMP	A	-0.75%
COF	B	-0.72%
SYF	B	-0.7%
DFS	B	-0.69%
FIX	A	-0.61%
RNR	C	-0.6%
JXN	C	-0.6%
HIG	B	-0.59%
RGA	A	-0.54%
LDOS	C	-0.48%
BCC	B	-0.43%
ANET	C	-0.36%
MU	D	-0.35%
DOCU	A	-0.31%
TOL	B	-0.31%
ZM	B	-0.29%
PHM	D	-0.29%
ANF	C	-0.27%
ATKR	C	-0.27%
GEN	B	-0.25%
CVLT	B	-0.24%
ACIW	B	-0.24%
GAP	C	-0.24%
QLYS	C	-0.21%
DIS	B	-0.19%
ONTO	D	-0.19%
CMCSA	B	-0.16%
PINS	D	-0.04%