HDUS vs. HLGE ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to Hartford Longevity Economy ETF (HLGE)

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

$58.07

Average Daily Volume

3,159

Number of Holdings ^*

262

* may have additional holdings in another (foreign) market

HLGE

Hartford Longevity Economy ETF

HLGE Description

The Fund seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an Index, which is designed to generate attractive risk-adjusted returns by investing in companies that comprise industries that reflect certain themes that are expected to benefit from the growth of the aging population and the substantial buying power it represents.

Grade (RS Rating)

Last Trade

$32.69

Average Daily Volume

505

Number of Holdings ^*

338

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	HLGE
30 Days	4.47%	3.63%
60 Days	11.01%	8.96%
90 Days	12.29%	9.99%
12 Months	36.85%	35.22%

129 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in HLGE	Overlap
AAPL	B	5.27%	0.84%	0.84%
ABBV	B	1.17%	0.38%	0.38%
ABNB	C	0.22%	0.06%	0.06%
ABT	C	0.54%	0.34%	0.34%
ACI	D	0.16%	0.4%	0.16%
ADBE	F	0.13%	0.13%	0.13%
AFL	D	0.3%	0.15%	0.15%
AMD	F	0.08%	0.19%	0.08%
AMGN	D	0.23%	0.33%	0.23%
AMZN	A	3.19%	0.95%	0.95%
APP	B	0.11%	0.11%	0.11%
AVB	C	0.14%	0.19%	0.14%
AVGO	B	1.43%	0.55%	0.55%
AXP	B	0.19%	0.25%	0.19%
AXS	B	0.4%	0.05%	0.05%
BAC	B	0.07%	0.35%	0.07%
BBY	D	0.06%	0.1%	0.06%
BJ	B	0.17%	0.2%	0.17%
BK	B	0.62%	0.51%	0.51%
BKNG	B	0.44%	0.66%	0.44%
BMY	B	0.67%	0.31%	0.31%
BRK.A	C	0.47%	0.43%	0.43%
BSX	B	0.32%	0.51%	0.32%
C	B	0.09%	0.41%	0.09%
CB	D	0.47%	0.25%	0.25%
CDNS	B	0.14%	0.24%	0.14%
CINF	B	0.01%	0.2%	0.01%
CL	F	0.73%	0.72%	0.72%
COKE	D	0.12%	0.1%	0.1%
COST	B	0.62%	0.5%	0.5%
CRUS	F	0.02%	0.7%	0.02%
CRWD	C	0.18%	0.31%	0.18%
DELL	C	0.02%	0.87%	0.02%
DGX	B	0.28%	0.16%	0.16%
DHR	F	0.1%	0.16%	0.1%
DTE	D	0.07%	0.09%	0.07%
DUK	D	0.13%	0.33%	0.13%
EA	A	0.44%	0.42%	0.42%
EBAY	D	0.28%	1.04%	0.28%
EIX	D	0.15%	0.1%	0.1%
EQR	D	0.08%	0.13%	0.08%
EVR	B	0.03%	0.06%	0.03%
FICO	A	0.3%	0.71%	0.3%
FLO	F	0.05%	0.14%	0.05%
FOXA	B	0.24%	0.12%	0.12%
GD	C	0.16%	0.37%	0.16%
GDDY	A	0.43%	0.24%	0.24%
GILD	A	0.49%	0.53%	0.49%
GM	A	0.02%	0.68%	0.02%
GOOGL	B	3.72%	0.99%	0.99%
GS	B	0.1%	0.47%	0.1%
HCA	D	0.11%	0.41%	0.11%
HD	B	0.48%	0.67%	0.48%
HPQ	B	0.13%	0.84%	0.13%
HRB	C	0.41%	0.21%	0.21%
HSY	F	0.24%	0.18%	0.18%
INTU	A	0.23%	0.29%	0.23%
IRM	C	0.49%	0.41%	0.41%
ISRG	A	0.02%	0.34%	0.02%
JHG	B	0.64%	0.21%	0.21%
JNJ	D	1.65%	0.78%	0.78%
JPM	B	0.87%	0.33%	0.33%
KMB	F	0.26%	0.31%	0.26%
KO	F	0.51%	0.44%	0.44%
KVUE	B	0.59%	0.18%	0.18%
LAMR	B	0.84%	0.21%	0.21%
LLY	F	1.11%	0.6%	0.6%
LMT	D	0.37%	0.57%	0.37%
LOW	B	0.21%	0.73%	0.21%
MANH	C	0.24%	0.03%	0.03%
MCD	D	0.31%	0.03%	0.03%
MCK	B	0.32%	0.58%	0.32%
MCO	D	0.43%	0.39%	0.39%
MDT	C	0.23%	0.3%	0.23%
META	B	1.92%	1.07%	1.07%
MMM	C	0.17%	0.02%	0.02%
MORN	B	0.03%	0.03%	0.03%
MPWR	F	0.18%	0.77%	0.18%
MRK	F	0.3%	0.49%	0.3%
MS	B	0.38%	0.39%	0.38%
MSFT	C	5.41%	0.85%	0.85%
NFLX	A	0.5%	0.56%	0.5%
NOW	A	0.17%	0.82%	0.17%
NRG	A	0.1%	0.04%	0.04%
NTAP	C	0.64%	0.82%	0.64%
NVDA	A	5.76%	1.15%	1.15%
NXPI	D	0.39%	0.91%	0.39%
NYT	B	0.24%	0.23%	0.23%
OGN	F	0.02%	0.29%	0.02%
ORCL	A	0.66%	0.97%	0.66%
ORI	B	0.2%	0.13%	0.13%
PANW	A	0.15%	0.5%	0.15%
PEG	C	0.4%	0.26%	0.26%
PEP	F	1.27%	0.35%	0.35%
PFE	F	0.22%	0.23%	0.22%
PGR	B	0.32%	0.19%	0.19%
PNC	A	0.11%	0.37%	0.11%
PRU	B	0.23%	0.27%	0.23%
QCOM	C	0.53%	0.95%	0.53%
REGN	F	0.04%	0.52%	0.04%
RMD	B	0.29%	0.24%	0.24%
RTX	D	0.34%	0.35%	0.34%
SNPS	B	0.04%	0.22%	0.04%
SO	D	0.22%	0.34%	0.22%
SPG	B	0.33%	0.17%	0.17%
SPGI	D	0.28%	0.14%	0.14%
STT	B	0.15%	0.31%	0.15%
SWKS	F	0.07%	0.42%	0.07%
SYK	B	0.08%	0.38%	0.08%
T	C	0.53%	0.5%	0.5%
TFC	B	0.05%	0.12%	0.05%
TGT	F	0.04%	0.37%	0.04%
TJX	C	0.07%	0.61%	0.07%
TMO	F	0.18%	0.35%	0.18%
TMUS	B	0.24%	0.67%	0.24%
TROW	B	0.51%	0.13%	0.13%
TSCO	C	0.18%	0.19%	0.18%
TXN	A	1.11%	0.94%	0.94%
UBER	D	0.33%	0.38%	0.33%
UNH	B	0.77%	0.55%	0.55%
VRNS	D	0.11%	0.43%	0.11%
VRTX	B	0.38%	0.69%	0.38%
VZ	D	1.32%	0.35%	0.35%
WFC	B	0.24%	0.36%	0.24%
WMT	B	0.67%	0.81%	0.67%
WSM	F	0.1%	0.12%	0.1%
YUM	C	0.55%	0.28%	0.28%
ZS	C	0.04%	0.04%	0.04%
ZTS	F	0.16%	0.43%	0.16%

HDUS Overweight 133 Positions Relative to HLGE

Symbol	Grade	Weight
XOM	B	1.07%
MO	B	1.02%
TSLA	A	0.99%
CVX	B	0.88%
CMI	B	0.83%
IBM	D	0.81%
CBOE	C	0.69%
KNF	B	0.68%
CTAS	A	0.62%
ALSN	A	0.53%
EME	A	0.53%
DBX	C	0.53%
CTSH	B	0.53%
GLPI	D	0.52%
STWD	D	0.5%
RHI	B	0.47%
SHW	C	0.47%
TXRH	B	0.46%
RPM	A	0.45%
APH	A	0.44%
EOG	C	0.42%
ACN	B	0.42%
BAH	C	0.41%
R	B	0.4%
AMAT	D	0.39%
AGNC	D	0.38%
RDN	D	0.38%
STAG	D	0.36%
ADC	D	0.35%
MUSA	C	0.35%
RL	B	0.34%
MLI	B	0.33%
DCI	A	0.33%
CRM	B	0.32%
OHI	C	0.32%
KMI	A	0.31%
KLAC	F	0.31%
WST	C	0.31%
CSCO	A	0.31%
CHRW	B	0.3%
CRBG	B	0.3%
BG	F	0.29%
OMC	B	0.29%
COP	D	0.29%
TRV	B	0.29%
INGR	B	0.28%
FSS	D	0.27%
NNN	F	0.26%
NEE	D	0.25%
VRSK	B	0.25%
CHRD	D	0.24%
FDX	B	0.24%
CAT	B	0.24%
ESS	C	0.23%
FANG	F	0.23%
ETN	B	0.23%
VLO	D	0.21%
ALV	C	0.21%
GWRE	A	0.21%
WMB	A	0.2%
ALTR	C	0.2%
PLTR	A	0.19%
PKG	B	0.19%
NWSA	A	0.19%
MMC	D	0.19%
NDAQ	B	0.18%
MPC	F	0.18%
LNG	A	0.17%
FLEX	A	0.16%
GE	D	0.16%
MSI	B	0.16%
LRCX	D	0.16%
DY	D	0.15%
DKS	F	0.14%
CBT	A	0.14%
HUBS	B	0.14%
TT	B	0.14%
CSWI	A	0.14%
GEHC	D	0.14%
DDOG	B	0.13%
GLW	B	0.13%
ECL	D	0.12%
CROX	F	0.12%
BR	B	0.12%
GPC	F	0.11%
TRGP	A	0.11%
DRI	B	0.11%
GNTX	D	0.1%
OC	B	0.1%
ESI	A	0.09%
LII	A	0.09%
TER	F	0.09%
MTG	D	0.09%
CMG	C	0.09%
DASH	A	0.08%
CPB	F	0.08%
WTW	A	0.08%
CUBE	D	0.08%
NTNX	B	0.07%
IT	A	0.07%
OTIS	B	0.06%
HLNE	B	0.06%
SBUX	C	0.06%
JNPR	B	0.05%
MSCI	C	0.05%
ESTC	C	0.05%
PAYX	A	0.05%
CHH	B	0.05%
SNA	A	0.05%
KKR	B	0.05%
SMAR	B	0.04%
COIN	B	0.04%
FNF	D	0.04%
AYI	B	0.04%
INSP	D	0.04%
ODFL	B	0.04%
CACI	B	0.04%
RBLX	A	0.03%
DTM	A	0.03%
CSL	C	0.03%
JKHY	C	0.03%
EGP	F	0.02%
JBHT	C	0.02%
RYN	C	0.02%
TMDX	F	0.02%
PYPL	B	0.02%
NET	C	0.02%
TPR	B	0.02%
OGE	A	0.02%
FR	D	0.02%
IBKR	B	0.02%
SNOW	C	0.01%
LKQ	F	0.01%

HDUS Underweight 209 Positions Relative to HLGE

Symbol	Grade	Weight
CARG	B	-1.06%
PSTG	C	-0.87%
STX	C	-0.85%
HPE	B	-0.83%
WDC	C	-0.82%
CARS	D	-0.81%
YELP	C	-0.81%
JWN	C	-0.76%
MTCH	F	-0.73%
MCHP	F	-0.71%
CVLT	A	-0.71%
DDS	C	-0.67%
DLB	C	-0.67%
ADI	B	-0.66%
OLED	F	-0.65%
PRGS	A	-0.65%
PI	C	-0.62%
FTNT	A	-0.62%
TRIP	D	-0.61%
AXNX	A	-0.58%
MTD	C	-0.57%
ELV	F	-0.56%
PINS	C	-0.55%
M	C	-0.54%
SMCI	F	-0.53%
KR	B	-0.53%
CMCSA	B	-0.52%
AMED	C	-0.47%
CORT	B	-0.43%
SNAP	C	-0.42%
MU	C	-0.42%
OLLI	C	-0.41%
XRX	F	-0.4%
IAC	C	-0.4%
MTB	B	-0.4%
DIOD	D	-0.39%
GEN	B	-0.38%
CALM	B	-0.36%
ON	C	-0.36%
FITB	B	-0.35%
CI	F	-0.35%
A	C	-0.35%
MTSI	A	-0.34%
PG	F	-0.33%
CW	A	-0.33%
NVR	D	-0.32%
EDR	C	-0.32%
QLYS	C	-0.31%
WELL	B	-0.3%
USB	B	-0.28%
ZETA	A	-0.28%
COLL	F	-0.28%
SYY	C	-0.27%
MCRI	B	-0.27%
ADSK	A	-0.27%
RF	B	-0.27%
UTHR	A	-0.27%
HEI	D	-0.26%
PTC	B	-0.26%
ETR	B	-0.26%
QRVO	F	-0.25%
HBAN	A	-0.25%
SMTC	A	-0.25%
HUM	F	-0.24%
TENB	D	-0.24%
COR	B	-0.24%
MSGS	A	-0.24%
PHM	D	-0.24%
KTB	A	-0.23%
TDG	C	-0.23%
ZUO	B	-0.23%
TYL	B	-0.22%
RCL	B	-0.22%
GRMN	A	-0.22%
SYF	B	-0.22%
CNC	F	-0.22%
POWI	C	-0.22%
HLT	B	-0.21%
PPL	C	-0.21%
HON	B	-0.21%
INTC	C	-0.21%
LRN	A	-0.2%
WMK	B	-0.2%
INCY	A	-0.2%
EHC	A	-0.2%
EXEL	A	-0.2%
PSMT	C	-0.19%
ITCI	B	-0.19%
PRG	C	-0.19%
WAT	B	-0.18%
CHE	F	-0.18%
CRDO	A	-0.18%
ACIW	A	-0.18%
NOC	D	-0.18%
BOX	B	-0.17%
COF	B	-0.17%
TDC	F	-0.17%
ADUS	D	-0.17%
ROST	F	-0.17%
FE	D	-0.16%
FCNCA	B	-0.16%
FSLR	F	-0.16%
MMSI	A	-0.15%
ANSS	B	-0.15%
PDCO	C	-0.15%
ALKT	C	-0.15%
VICI	D	-0.15%
KSS	F	-0.15%
AMP	B	-0.14%
UPBD	C	-0.14%
AEP	D	-0.14%
APPN	B	-0.14%
IMKTA	D	-0.14%
BDX	F	-0.14%
CRVL	B	-0.14%
WGO	C	-0.13%
SHO	B	-0.13%
SFM	A	-0.13%
LOPE	A	-0.13%
SHOO	D	-0.13%
NHI	D	-0.13%
LHX	B	-0.12%
AGYS	C	-0.12%
EQH	B	-0.12%
RJF	B	-0.12%
HOLX	D	-0.12%
JXN	B	-0.12%
CHD	C	-0.12%
HIMS	B	-0.11%
BKE	B	-0.11%
ED	D	-0.11%
ZBH	C	-0.11%
DHI	D	-0.11%
AVT	B	-0.11%
ICE	D	-0.11%
SF	B	-0.11%
MOG.A	B	-0.1%
JEF	B	-0.1%
LZB	C	-0.1%
KLG	C	-0.09%
O	D	-0.09%
GIS	F	-0.09%
PJT	B	-0.09%
VTR	C	-0.09%
DFIN	F	-0.09%
VEEV	B	-0.09%
IDXX	F	-0.09%
VTRS	B	-0.08%
GOLF	C	-0.08%
THO	C	-0.08%
UNM	B	-0.08%
ROP	B	-0.08%
MET	B	-0.08%
ETSY	D	-0.08%
F	D	-0.08%
VRSN	C	-0.07%
CHTR	B	-0.07%
BPOP	D	-0.07%
LNTH	D	-0.07%
SRE	A	-0.07%
WBA	D	-0.06%
CPRX	B	-0.06%
PINC	B	-0.06%
OFG	C	-0.06%
NWL	B	-0.06%
ACGL	D	-0.06%
DOCS	B	-0.06%
CAH	A	-0.06%
AEE	C	-0.06%
VSTO	A	-0.06%
AIG	B	-0.06%
FTDR	B	-0.06%
DOCU	A	-0.06%
STE	F	-0.05%
PRDO	B	-0.05%
FHI	B	-0.05%
EPC	D	-0.05%
DIS	C	-0.04%
PBH	B	-0.04%
APO	B	-0.04%
MRVL	A	-0.04%
BCO	D	-0.04%
VCTR	B	-0.04%
WEC	C	-0.04%
MKL	B	-0.04%
CBRE	B	-0.04%
HLI	B	-0.04%
MDLZ	F	-0.04%
WOR	D	-0.04%
CASY	A	-0.04%
LMAT	B	-0.04%
CNK	A	-0.03%
BRBR	A	-0.03%
CTRE	C	-0.03%
LYV	B	-0.03%
CFG	B	-0.03%
COLM	C	-0.02%
TNL	A	-0.02%
CASH	B	-0.02%
WHR	B	-0.02%
ALL	C	-0.02%
PFBC	B	-0.02%
LTC	B	-0.02%
SNEX	B	-0.02%
ANIP	F	-0.01%
UE	B	-0.01%
AMG	C	-0.01%
PIPR	B	-0.01%
CVS	F	-0.01%