HDUS vs. IQSM ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM)

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

$58.09

Average Daily Volume

3,283

Number of Holdings ^*

263

* may have additional holdings in another (foreign) market

IQSM

IQ Candriam ESG U.S. Mid Cap Equity ETF

IQSM Description

IQ Candriam ESG U.S. Mid Cap Equity ETF is an exchange traded fund launched by New York Life Investment Management LLC. The fund is managed by IndexIQ Advisors LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the IQ Candriam ESG U.S. Mid Cap Equity Index, by using full replication technique. IQ Candriam ESG U.S. Mid Cap Equity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$34.29

Average Daily Volume

13,747

Number of Holdings ^*

214

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	IQSM
30 Days	2.59%	4.29%
60 Days	5.19%	5.32%
90 Days	6.63%	6.64%
12 Months	31.42%	27.71%

41 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in IQSM	Overlap
ADC	A	0.34%	0.36%	0.34%
AGNC	C	0.33%	0.33%	0.33%
ALTR	B	0.21%	0.27%	0.21%
ALV	C	0.22%	0.34%	0.22%
AXS	A	0.4%	0.31%	0.31%
AYI	B	0.04%	0.48%	0.04%
BJ	A	0.17%	0.55%	0.17%
CHRW	B	0.3%	0.62%	0.3%
CROX	D	0.08%	0.28%	0.08%
CRUS	D	0.02%	0.26%	0.02%
CUBE	C	0.08%	0.51%	0.08%
DCI	B	0.34%	0.44%	0.34%
DKS	D	0.12%	0.54%	0.12%
DTM	A	0.04%	0.46%	0.04%
EME	A	0.57%	1.12%	0.57%
ESI	B	0.1%	0.3%	0.1%
ESTC	C	0.05%	0.36%	0.05%
FLEX	B	0.16%	0.72%	0.16%
FR	D	0.02%	0.33%	0.02%
GNTX	C	0.1%	0.34%	0.1%
GWRE	A	0.21%	0.72%	0.21%
HLNE	B	0.07%	0.32%	0.07%
HRB	D	0.38%	0.39%	0.38%
INGR	C	0.3%	0.47%	0.3%
JKHY	D	0.03%	0.6%	0.03%
JNPR	D	0.04%	0.58%	0.04%
LKQ	F	0.01%	0.47%	0.01%
MANH	D	0.21%	0.82%	0.21%
NTNX	B	0.07%	0.83%	0.07%
NWSA	A	0.2%	0.53%	0.2%
NYT	D	0.23%	0.39%	0.23%
OC	A	0.11%	0.81%	0.11%
OHI	C	0.31%	0.47%	0.31%
ORI	A	0.2%	0.45%	0.2%
PKG	A	0.2%	1.0%	0.2%
RHI	C	0.51%	0.37%	0.37%
RL	C	0.34%	0.41%	0.34%
RPM	A	0.45%	0.83%	0.45%
STAG	D	0.33%	0.31%	0.31%
STWD	C	0.47%	0.28%	0.28%
TPR	B	0.03%	0.63%	0.03%

HDUS Overweight 222 Positions Relative to IQSM

Symbol	Grade	Weight
NVDA	B	6.03%
MSFT	D	5.41%
AAPL	C	5.07%
GOOGL	C	3.92%
AMZN	C	3.51%
META	D	1.88%
JNJ	C	1.49%
TSLA	B	1.36%
AVGO	D	1.31%
VZ	C	1.2%
PEP	F	1.18%
TXN	C	1.13%
MO	A	1.11%
XOM	B	1.05%
ABBV	F	1.03%
LLY	F	0.93%
JPM	A	0.92%
CVX	A	0.92%
CMI	A	0.88%
UNH	B	0.79%
LAMR	C	0.76%
BMY	B	0.72%
IBM	C	0.71%
JHG	B	0.7%
ORCL	A	0.69%
WMT	A	0.69%
KNF	B	0.67%
CBOE	C	0.64%
CL	D	0.64%
COST	A	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%
YUM	D	0.55%
CTSH	B	0.54%
DBX	B	0.54%
T	A	0.53%
TROW	B	0.53%
ABT	B	0.51%
GILD	C	0.5%
TXRH	B	0.49%
QCOM	F	0.49%
GLPI	C	0.48%
EA	A	0.48%
BKNG	A	0.48%
GDDY	A	0.47%
APH	A	0.46%
BRK.A	B	0.46%
HD	B	0.46%
SHW	B	0.46%
CB	C	0.44%
KO	D	0.44%
IRM	C	0.43%
R	B	0.43%
EOG	A	0.43%
MS	A	0.41%
MCO	B	0.41%
ACN	B	0.4%
AMAT	F	0.39%
MLI	B	0.39%
PEG	A	0.38%
MUSA	B	0.38%
MCK	A	0.38%
NXPI	D	0.37%
BAH	F	0.37%
CRM	B	0.36%
VRTX	D	0.36%
RDN	D	0.36%
WST	C	0.35%
SPG	A	0.33%
FICO	B	0.33%
RTX	D	0.32%
BSX	A	0.32%
PGR	A	0.32%
KMI	A	0.32%
LMT	D	0.32%
CSCO	B	0.31%
COP	C	0.3%
DGX	A	0.29%
UBER	F	0.29%
KLAC	F	0.29%
MCD	D	0.29%
TRV	B	0.28%
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	D	0.26%
MRK	D	0.26%
INTU	B	0.26%
FOXA	A	0.26%
EBAY	D	0.26%
VRSK	A	0.26%
TMUS	B	0.25%
FDX	B	0.25%
FSS	B	0.25%
ETN	A	0.24%
HSY	F	0.23%
CAT	B	0.23%
ESS	B	0.23%
KMB	C	0.23%
CHRD	D	0.23%
MDT	D	0.22%
NEE	C	0.22%
NNN	C	0.22%
FANG	C	0.22%
PRU	A	0.22%
VLO	C	0.21%
APP	B	0.21%
WMB	A	0.21%
ABNB	C	0.21%
CRWD	B	0.2%
SO	C	0.2%
AMGN	F	0.2%
PFE	F	0.19%
AXP	A	0.19%
LOW	C	0.19%
LNG	A	0.19%
MPC	D	0.18%
NDAQ	A	0.18%
MMC	B	0.18%
NOW	A	0.18%
TSCO	D	0.17%
HUBS	A	0.17%
CDNS	B	0.16%
PANW	B	0.16%
ACI	C	0.16%
TMO	F	0.16%
LRCX	F	0.16%
MMM	D	0.16%
MSI	B	0.16%
GE	D	0.15%
STT	B	0.15%
GD	D	0.15%
AVB	B	0.14%
ADBE	C	0.14%
DY	D	0.14%
TT	A	0.14%
ZTS	D	0.14%
CSWI	B	0.14%
EIX	B	0.14%
GLW	B	0.13%
TRGP	A	0.13%
CBT	D	0.13%
GEHC	D	0.13%
HPQ	B	0.13%
DDOG	A	0.13%
BLK	B	0.13%
DUK	C	0.12%
PNC	B	0.12%
BR	A	0.12%
GS	A	0.11%
ECL	D	0.11%
MPWR	F	0.11%
COKE	C	0.11%
DRI	B	0.11%
VRNS	D	0.1%
NRG	B	0.1%
MTG	C	0.09%
WTW	B	0.09%
HCA	F	0.09%
DASH	B	0.09%
WSM	C	0.09%
LII	A	0.09%
GPC	D	0.09%
C	A	0.09%
CMG	B	0.09%
TER	F	0.08%
EQR	C	0.08%
SYK	B	0.08%
DHR	F	0.08%
SBUX	A	0.07%
DTE	C	0.07%
IT	C	0.07%
AMD	F	0.07%
TJX	A	0.07%
BAC	A	0.07%
CPB	D	0.07%
OTIS	C	0.06%
SNA	A	0.06%
BBY	D	0.06%
KKR	A	0.06%
SNPS	B	0.05%
ODFL	C	0.05%
PAYX	B	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	B	0.04%
TGT	F	0.04%
MSCI	C	0.04%
EVR	B	0.03%
IBKR	A	0.03%
REGN	F	0.03%
MORN	B	0.03%
CSL	C	0.03%
SMAR	B	0.03%
JBHT	C	0.02%
DELL	B	0.02%
ISRG	A	0.02%
GM	C	0.02%
PYPL	B	0.02%
NET	B	0.02%
OGE	A	0.02%
SNOW	B	0.01%
TMDX	F	0.01%
OGN	F	0.01%
CINF	A	0.01%
RYN	D	0.01%
EGP	D	0.01%

HDUS Underweight 173 Positions Relative to IQSM

Symbol	Grade	Weight
YUMC	C	-0.86%
KEY	B	-0.85%
PNR	A	-0.84%
BURL	B	-0.84%
MAS	D	-0.82%
XPO	B	-0.81%
GEN	B	-0.79%
KIM	A	-0.78%
DOCU	B	-0.77%
TOL	B	-0.76%
TWLO	A	-0.76%
EQH	C	-0.75%
UTHR	C	-0.75%
FIX	A	-0.74%
USFD	A	-0.72%
RGA	A	-0.72%
GGG	B	-0.71%
ACM	B	-0.7%
SAIA	B	-0.69%
EWBC	A	-0.69%
FFIV	B	-0.68%
DT	D	-0.68%
SFM	A	-0.68%
POOL	C	-0.66%
EPAM	B	-0.66%
UDR	B	-0.65%
UNM	A	-0.65%
RNR	C	-0.64%
CPT	B	-0.61%
ELS	C	-0.61%
JLL	D	-0.6%
ITT	A	-0.6%
AMH	C	-0.6%
REG	A	-0.59%
NBIX	C	-0.59%
HST	C	-0.59%
KMX	B	-0.59%
NVT	B	-0.58%
FTI	A	-0.58%
ALB	B	-0.57%
WPC	C	-0.57%
PAYC	B	-0.56%
RRX	B	-0.55%
SJM	D	-0.55%
DAY	B	-0.55%
BLD	D	-0.55%
Z	A	-0.55%
LW	C	-0.55%
AIZ	A	-0.54%
CG	B	-0.54%
NCLH	B	-0.54%
TECH	F	-0.54%
INSM	C	-0.54%
ATR	B	-0.54%
SF	B	-0.54%
IPG	D	-0.53%
TTEK	F	-0.52%
CTLT	C	-0.51%
FND	D	-0.51%
PRI	B	-0.5%
WTRG	B	-0.5%
CRL	D	-0.48%
EHC	B	-0.48%
LAD	A	-0.48%
GL	C	-0.47%
ALLY	C	-0.47%
MKTX	D	-0.47%
WAL	B	-0.47%
SRPT	F	-0.46%
ARMK	B	-0.46%
QGEN	D	-0.46%
WCC	B	-0.46%
PCVX	D	-0.46%
GLOB	B	-0.46%
EXAS	D	-0.45%
BRBR	A	-0.45%
FBIN	D	-0.45%
FN	C	-0.44%
ROKU	D	-0.44%
TFX	F	-0.43%
PCTY	C	-0.43%
REXR	F	-0.43%
AXTA	B	-0.43%
EXEL	B	-0.43%
WMS	F	-0.42%
SNX	D	-0.42%
KNX	C	-0.42%
AOS	F	-0.42%
RVMD	C	-0.42%
TTC	C	-0.41%
ITCI	C	-0.41%
PEN	B	-0.41%
BRX	A	-0.41%
GPK	C	-0.41%
MTZ	B	-0.41%
CHE	D	-0.4%
FRT	B	-0.4%
PLNT	A	-0.4%
MOS	F	-0.4%
DVA	C	-0.4%
X	B	-0.39%
HAS	D	-0.39%
VOYA	B	-0.39%
ONTO	F	-0.38%
WH	B	-0.37%
TREX	C	-0.37%
HSIC	C	-0.37%
MEDP	D	-0.37%
JAZZ	B	-0.36%
KEX	B	-0.36%
AA	A	-0.35%
OLED	F	-0.35%
RIVN	F	-0.35%
APG	B	-0.35%
G	B	-0.35%
MHK	D	-0.35%
RGEN	D	-0.35%
ANF	F	-0.34%
WEX	D	-0.34%
GTLS	A	-0.34%
BPOP	C	-0.33%
BEN	C	-0.33%
H	B	-0.33%
CMC	B	-0.33%
RYAN	A	-0.33%
LSCC	D	-0.33%
CGNX	D	-0.33%
GXO	B	-0.33%
MKSI	C	-0.33%
DINO	D	-0.32%
AZEK	A	-0.32%
LSTR	D	-0.32%
PARA	C	-0.32%
FCN	F	-0.32%
HALO	F	-0.32%
FAF	A	-0.31%
CFLT	B	-0.31%
DAR	C	-0.31%
MTN	C	-0.31%
ARW	D	-0.3%
WBA	F	-0.3%
NOV	C	-0.3%
MSA	F	-0.3%
LFUS	D	-0.29%
PVH	C	-0.28%
AGCO	D	-0.28%
SUM	B	-0.28%
CHX	C	-0.28%
WFRD	D	-0.28%
SIGI	C	-0.28%
ETSY	D	-0.28%
BPMC	B	-0.28%
VKTX	F	-0.27%
WTS	B	-0.27%
CLF	F	-0.26%
LEA	F	-0.26%
PATH	C	-0.26%
POST	C	-0.25%
AM	A	-0.24%
TKR	D	-0.23%
FIVE	F	-0.23%
ST	F	-0.23%
IBP	D	-0.23%
DLB	B	-0.21%
AN	C	-0.21%
GAP	C	-0.21%
ACHC	F	-0.17%
ZG	A	-0.16%
COTY	F	-0.13%
CACC	D	-0.13%
NWS	A	-0.11%
LEVI	F	-0.08%
LCID	F	-0.08%