HDUS vs. FDLO ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to Fidelity Low Volatility Factor ETF (FDLO)

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

FDLO

Fidelity Low Volatility Factor ETF

FDLO Description

The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity U.S. Low Volatility Factor Index. Normally investing at least 80% of assets in securities included in the Fidelity U.S. Low Volatility Factor Index, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies with lower volatility than the broader market.

Grade (RS Rating)

Last Trade

$61.98

Average Daily Volume

74,193

Number of Holdings ^*

125

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	FDLO
30 Days	3.75%	0.81%
60 Days	5.23%	1.49%
90 Days	7.06%	4.05%
12 Months	31.94%	21.68%

65 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in FDLO	Overlap
AAPL	C	5.07%	7.26%	5.07%
ABBV	D	1.03%	0.98%	0.98%
ABT	B	0.51%	0.9%	0.51%
ACN	C	0.4%	1.6%	0.4%
ADC	B	0.34%	0.16%	0.16%
AMGN	D	0.2%	0.71%	0.2%
AMZN	C	3.51%	3.92%	3.51%
BAH	F	0.37%	0.43%	0.37%
BRK.A	B	0.46%	2.13%	0.46%
CB	C	0.44%	0.72%	0.44%
CBOE	B	0.64%	0.55%	0.55%
CL	D	0.64%	0.35%	0.35%
COP	C	0.3%	0.41%	0.3%
CSCO	B	0.31%	1.77%	0.31%
CVX	A	0.92%	0.69%	0.69%
DTM	B	0.04%	0.23%	0.04%
DUK	C	0.12%	0.35%	0.12%
EA	A	0.48%	0.72%	0.48%
ECL	D	0.11%	0.24%	0.11%
EOG	A	0.43%	0.32%	0.32%
EQR	B	0.08%	0.18%	0.08%
ETN	A	0.24%	0.72%	0.24%
GD	F	0.15%	0.49%	0.15%
GOOGL	C	3.92%	4.12%	3.92%
HD	A	0.46%	1.19%	0.46%
HSY	F	0.23%	0.24%	0.23%
IBM	C	0.71%	1.54%	0.71%
JKHY	D	0.03%	0.51%	0.03%
JNJ	D	1.49%	1.18%	1.18%
JPM	A	0.92%	1.89%	0.92%
KMB	D	0.23%	0.3%	0.23%
KMI	A	0.32%	0.3%	0.3%
KO	D	0.44%	0.66%	0.44%
LLY	F	0.93%	1.57%	0.93%
LMT	D	0.32%	0.58%	0.32%
LNG	B	0.19%	0.28%	0.19%
LOW	D	0.19%	0.71%	0.19%
MCD	D	0.29%	0.8%	0.29%
MMC	B	0.18%	0.67%	0.18%
MRK	F	0.26%	0.88%	0.26%
MSFT	F	5.41%	6.93%	5.41%
MSI	B	0.16%	1.49%	0.16%
ORCL	B	0.69%	2.01%	0.69%
OTIS	C	0.06%	0.47%	0.06%
PAYX	C	0.05%	0.51%	0.05%
PEP	F	1.18%	0.62%	0.62%
PGR	A	0.32%	0.84%	0.32%
PKG	A	0.2%	0.19%	0.19%
REGN	F	0.03%	0.5%	0.03%
SBUX	A	0.07%	0.7%	0.07%
SHW	A	0.46%	0.3%	0.3%
SO	D	0.2%	0.37%	0.2%
T	A	0.53%	0.99%	0.53%
TJX	A	0.07%	0.65%	0.07%
TMO	F	0.16%	0.78%	0.16%
TMUS	B	0.25%	0.97%	0.25%
TRV	B	0.28%	0.69%	0.28%
TSCO	D	0.17%	0.46%	0.17%
TXN	C	1.13%	1.48%	1.13%
UNH	C	0.79%	1.55%	0.79%
VRTX	F	0.36%	0.69%	0.36%
VZ	C	1.2%	0.93%	0.93%
WMB	A	0.21%	0.34%	0.21%
WMT	A	0.69%	0.95%	0.69%
XOM	B	1.05%	1.17%	1.05%

HDUS Overweight 198 Positions Relative to FDLO

Symbol	Grade	Weight
NVDA	C	6.03%
META	D	1.88%
TSLA	B	1.36%
AVGO	D	1.31%
MO	A	1.11%
CMI	A	0.88%
LAMR	D	0.76%
BMY	B	0.72%
JHG	A	0.7%
KNF	A	0.67%
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%
TROW	B	0.53%
RHI	B	0.51%
GILD	C	0.5%
TXRH	C	0.49%
QCOM	F	0.49%
GLPI	C	0.48%
BKNG	A	0.48%
GDDY	A	0.47%
STWD	C	0.47%
APH	A	0.46%
RPM	A	0.45%
IRM	D	0.43%
R	B	0.43%
MS	A	0.41%
MCO	B	0.41%
AXS	A	0.4%
AMAT	F	0.39%
MLI	C	0.39%
PEG	A	0.38%
MUSA	A	0.38%
MCK	B	0.38%
HRB	D	0.38%
NXPI	D	0.37%
CRM	B	0.36%
RDN	C	0.36%
WST	C	0.35%
DCI	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%
OHI	C	0.31%
CHRW	C	0.3%
INGR	B	0.3%
DGX	A	0.29%
UBER	D	0.29%
KLAC	D	0.29%
AFL	B	0.28%
OMC	C	0.28%
CRBG	B	0.28%
WFC	A	0.27%
SPGI	C	0.27%
RMD	C	0.27%
PLTR	B	0.26%
BG	F	0.26%
INTU	C	0.26%
FOXA	B	0.26%
EBAY	D	0.26%
VRSK	A	0.26%
FDX	B	0.25%
FSS	B	0.25%
NYT	C	0.23%
CAT	B	0.23%
ESS	B	0.23%
CHRD	D	0.23%
ALV	C	0.22%
MDT	D	0.22%
NEE	D	0.22%
NNN	D	0.22%
FANG	D	0.22%
PRU	A	0.22%
VLO	C	0.21%
APP	B	0.21%
MANH	D	0.21%
ABNB	C	0.21%
GWRE	A	0.21%
ALTR	B	0.21%
CRWD	B	0.2%
ORI	A	0.2%
NWSA	B	0.2%
PFE	D	0.19%
AXP	A	0.19%
MPC	D	0.18%
NDAQ	A	0.18%
NOW	A	0.18%
BJ	A	0.17%
HUBS	A	0.17%
CDNS	B	0.16%
PANW	C	0.16%
ACI	C	0.16%
LRCX	F	0.16%
FLEX	A	0.16%
MMM	D	0.16%
GE	D	0.15%
STT	A	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%
PNC	B	0.12%
BR	A	0.12%
DKS	C	0.12%
GS	A	0.11%
OC	A	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%
DASH	A	0.09%
WSM	B	0.09%
LII	A	0.09%
GPC	D	0.09%
C	A	0.09%
CMG	B	0.09%
TER	D	0.08%
CUBE	D	0.08%
SYK	C	0.08%
DHR	F	0.08%
CROX	D	0.08%
HLNE	B	0.07%
DTE	C	0.07%
IT	C	0.07%
AMD	F	0.07%
NTNX	A	0.07%
BAC	A	0.07%
CPB	D	0.07%
SNA	A	0.06%
BBY	D	0.06%
KKR	A	0.06%
SNPS	B	0.05%
ODFL	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%
FNF	B	0.04%
CACI	D	0.04%
RBLX	C	0.04%
ZS	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%
MORN	B	0.03%
CSL	C	0.03%
SMAR	A	0.03%
JBHT	C	0.02%
DELL	C	0.02%
ISRG	A	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%
SNOW	C	0.01%
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 60 Positions Relative to FDLO

Symbol	Grade	Weight
V	A	-1.47%
MA	C	-1.34%
ROP	B	-1.21%
TYL	B	-1.19%
VRSN	F	-1.08%
DOX	D	-1.08%
AKAM	D	-1.03%
PG	A	-0.99%
CMCSA	B	-0.95%
HON	B	-0.7%
CME	A	-0.69%
ADP	B	-0.66%
UNP	C	-0.63%
PM	B	-0.62%
AJG	B	-0.61%
AIZ	A	-0.61%
BDX	F	-0.6%
FDS	B	-0.59%
ITW	B	-0.56%
WRB	A	-0.56%
NKE	D	-0.56%
WM	A	-0.55%
FAST	B	-0.54%
LIN	D	-0.53%
ORLY	B	-0.53%
GRMN	B	-0.51%
NOC	D	-0.5%
LHX	C	-0.49%
AZO	C	-0.47%
RSG	A	-0.47%
ERIE	D	-0.45%
J	F	-0.39%
MDLZ	F	-0.37%
FCN	D	-0.34%
EQIX	A	-0.31%
XEL	A	-0.3%
HII	D	-0.29%
AMT	D	-0.29%
GIS	D	-0.28%
AEP	D	-0.28%
WEC	A	-0.27%
APD	A	-0.27%
AEE	A	-0.26%
DLR	B	-0.26%
PSA	D	-0.25%
ED	D	-0.25%
CMS	C	-0.24%
O	D	-0.22%
CCI	D	-0.21%
VMC	B	-0.2%
CTVA	C	-0.2%
MLM	B	-0.19%
CTRA	B	-0.19%
CSGP	D	-0.18%
MAA	B	-0.18%
AMH	D	-0.16%
ELS	C	-0.16%
ATR	B	-0.16%
AMCR	D	-0.15%
AVY	D	-0.14%