HDUS vs. JPUS ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)

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

JPUS

JPMorgan Diversified Return U.S. Equity ETF

JPUS Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell 1000 Diversified Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics, originally developed by the adviser. Holdings in the underlying index are selected by the index provider primarily from the constituents of the Russell 1000 Index, a larger Russell index, which is comprised of large- and mid-cap equity securities in the United States.

Grade (RS Rating)

Last Trade

$122.50

Average Daily Volume

6,905

Number of Holdings ^*

355

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	JPUS
30 Days	3.75%	2.72%
60 Days	5.23%	2.86%
90 Days	7.06%	5.12%
12 Months	31.94%	27.89%

135 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in JPUS	Overlap
AAPL	C	5.07%	0.36%	0.36%
ABBV	D	1.03%	0.33%	0.33%
ABT	B	0.51%	0.31%	0.31%
ACI	C	0.16%	0.31%	0.16%
ACN	C	0.4%	0.32%	0.32%
ADBE	C	0.14%	0.05%	0.05%
AFL	B	0.28%	0.38%	0.28%
ALSN	B	0.6%	0.42%	0.42%
AMAT	F	0.39%	0.31%	0.31%
AMGN	D	0.2%	0.35%	0.2%
APH	A	0.46%	0.42%	0.42%
AVB	B	0.14%	0.31%	0.14%
AVGO	D	1.31%	0.38%	0.38%
BAC	A	0.07%	0.31%	0.07%
BAH	F	0.37%	0.32%	0.32%
BBY	D	0.06%	0.24%	0.06%
BG	F	0.26%	0.34%	0.26%
BKNG	A	0.48%	0.18%	0.18%
BMY	B	0.72%	0.25%	0.25%
BRK.A	B	0.46%	0.39%	0.39%
CACI	D	0.04%	0.14%	0.04%
CAT	B	0.23%	0.28%	0.23%
CB	C	0.44%	0.27%	0.27%
CBOE	B	0.64%	0.25%	0.25%
CDNS	B	0.16%	0.33%	0.16%
CL	D	0.64%	0.32%	0.32%
CMI	A	0.88%	0.42%	0.42%
COKE	C	0.11%	0.21%	0.11%
COP	C	0.3%	0.28%	0.28%
CPB	D	0.07%	0.33%	0.07%
CRUS	D	0.02%	0.1%	0.02%
CSCO	B	0.31%	0.41%	0.31%
CSL	C	0.03%	0.17%	0.03%
CTSH	B	0.54%	0.37%	0.37%
CUBE	D	0.08%	0.35%	0.08%
CVX	A	0.92%	0.35%	0.35%
DGX	A	0.29%	0.36%	0.29%
DHR	F	0.08%	0.27%	0.08%
DKS	C	0.12%	0.36%	0.12%
DRI	B	0.11%	0.24%	0.11%
DTE	C	0.07%	0.3%	0.07%
DTM	B	0.04%	0.17%	0.04%
DUK	C	0.12%	0.36%	0.12%
EA	A	0.48%	0.19%	0.19%
ECL	D	0.11%	0.29%	0.11%
EGP	F	0.01%	0.06%	0.01%
EIX	B	0.14%	0.36%	0.14%
EOG	A	0.43%	0.32%	0.32%
EQR	B	0.08%	0.2%	0.08%
ESI	A	0.1%	0.3%	0.1%
ESS	B	0.23%	0.37%	0.23%
ETN	A	0.24%	0.43%	0.24%
FANG	D	0.22%	0.39%	0.22%
FLO	D	0.05%	0.21%	0.05%
FNF	B	0.04%	0.35%	0.04%
FR	C	0.02%	0.16%	0.02%
GD	F	0.15%	0.36%	0.15%
GEHC	F	0.13%	0.22%	0.13%
GILD	C	0.5%	0.35%	0.35%
GLPI	C	0.48%	0.34%	0.34%
GNTX	C	0.1%	0.28%	0.1%
GOOGL	C	3.92%	0.11%	0.11%
HCA	F	0.09%	0.34%	0.09%
HRB	D	0.38%	0.36%	0.36%
HSY	F	0.23%	0.26%	0.23%
IBM	C	0.71%	0.3%	0.3%
INGR	B	0.3%	0.42%	0.3%
INTU	C	0.26%	0.36%	0.26%
IRM	D	0.43%	0.39%	0.39%
IT	C	0.07%	0.32%	0.07%
JNPR	F	0.04%	0.38%	0.04%
KLAC	D	0.29%	0.32%	0.29%
KMB	D	0.23%	0.34%	0.23%
KMI	A	0.32%	0.48%	0.32%
KO	D	0.44%	0.33%	0.33%
KVUE	A	0.63%	0.39%	0.39%
LAMR	D	0.76%	0.39%	0.39%
LLY	F	0.93%	0.33%	0.33%
LMT	D	0.32%	0.36%	0.32%
LNG	B	0.19%	0.34%	0.19%
LOW	D	0.19%	0.37%	0.19%
LRCX	F	0.16%	0.26%	0.16%
MCK	B	0.38%	0.46%	0.38%
MDT	D	0.22%	0.23%	0.22%
META	D	1.88%	0.42%	0.42%
MMC	B	0.18%	0.05%	0.05%
MO	A	1.11%	0.39%	0.39%
MPC	D	0.18%	0.36%	0.18%
MRK	F	0.26%	0.26%	0.26%
MSFT	F	5.41%	0.35%	0.35%
MSI	B	0.16%	0.43%	0.16%
MTG	C	0.09%	0.35%	0.09%
NNN	D	0.22%	0.16%	0.16%
NRG	B	0.1%	0.46%	0.1%
NTAP	C	0.58%	0.31%	0.31%
NVDA	C	6.03%	0.45%	0.45%
OC	A	0.11%	0.34%	0.11%
OGE	B	0.02%	0.36%	0.02%
OHI	C	0.31%	0.38%	0.31%
ORCL	B	0.69%	0.41%	0.41%
ORI	A	0.2%	0.3%	0.2%
PEG	A	0.38%	0.41%	0.38%
PEP	F	1.18%	0.34%	0.34%
PGR	A	0.32%	0.39%	0.32%
PKG	A	0.2%	0.3%	0.2%
PRU	A	0.22%	0.1%	0.1%
QCOM	F	0.49%	0.3%	0.3%
R	B	0.43%	0.18%	0.18%
REGN	F	0.03%	0.26%	0.03%
RHI	B	0.51%	0.17%	0.17%
RMD	C	0.27%	0.07%	0.07%
RPM	A	0.45%	0.28%	0.28%
SO	D	0.2%	0.37%	0.2%
SPG	B	0.33%	0.41%	0.33%
STAG	F	0.33%	0.23%	0.23%
STT	A	0.15%	0.13%	0.13%
STWD	C	0.47%	0.18%	0.18%
SWKS	F	0.05%	0.14%	0.05%
SYK	C	0.08%	0.28%	0.08%
T	A	0.53%	0.4%	0.4%
TGT	F	0.04%	0.24%	0.04%
TJX	A	0.07%	0.34%	0.07%
TMO	F	0.16%	0.15%	0.15%
TMUS	B	0.25%	0.47%	0.25%
TRGP	B	0.13%	0.5%	0.13%
TSCO	D	0.17%	0.34%	0.17%
UNH	C	0.79%	0.34%	0.34%
VLO	C	0.21%	0.4%	0.21%
VRTX	F	0.36%	0.37%	0.36%
VZ	C	1.2%	0.38%	0.38%
WMB	A	0.21%	0.41%	0.21%
WSM	B	0.09%	0.31%	0.09%
WST	C	0.35%	0.27%	0.27%
XOM	B	1.05%	0.41%	0.41%
ZTS	D	0.14%	0.27%	0.14%

HDUS Overweight 128 Positions Relative to JPUS

Symbol	Grade	Weight
AMZN	C	3.51%
JNJ	D	1.49%
TSLA	B	1.36%
TXN	C	1.13%
JPM	A	0.92%
JHG	A	0.7%
WMT	A	0.69%
KNF	A	0.67%
COST	B	0.63%
CTAS	B	0.62%
BK	A	0.61%
NFLX	A	0.6%
EME	C	0.57%
YUM	B	0.55%
DBX	B	0.54%
TROW	B	0.53%
TXRH	C	0.49%
GDDY	A	0.47%
HD	A	0.46%
SHW	A	0.46%
MS	A	0.41%
MCO	B	0.41%
AXS	A	0.4%
MLI	C	0.39%
MUSA	A	0.38%
NXPI	D	0.37%
CRM	B	0.36%
RDN	C	0.36%
DCI	B	0.34%
ADC	B	0.34%
RL	B	0.34%
FICO	B	0.33%
AGNC	D	0.33%
RTX	C	0.32%
BSX	B	0.32%
CHRW	C	0.3%
UBER	D	0.29%
MCD	D	0.29%
TRV	B	0.28%
OMC	C	0.28%
CRBG	B	0.28%
WFC	A	0.27%
SPGI	C	0.27%
PLTR	B	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%
CHRD	D	0.23%
ALV	C	0.22%
NEE	D	0.22%
APP	B	0.21%
MANH	D	0.21%
ABNB	C	0.21%
GWRE	A	0.21%
ALTR	B	0.21%
CRWD	B	0.2%
NWSA	B	0.2%
PFE	D	0.19%
AXP	A	0.19%
NDAQ	A	0.18%
NOW	A	0.18%
BJ	A	0.17%
HUBS	A	0.17%
PANW	C	0.16%
FLEX	A	0.16%
MMM	D	0.16%
GE	D	0.15%
DY	D	0.14%
TT	A	0.14%
CSWI	A	0.14%
GLW	B	0.13%
CBT	C	0.13%
HPQ	B	0.13%
DDOG	A	0.13%
BLK	C	0.13%
PNC	B	0.12%
BR	A	0.12%
GS	A	0.11%
MPWR	F	0.11%
VRNS	D	0.1%
WTW	B	0.09%
DASH	A	0.09%
LII	A	0.09%
GPC	D	0.09%
C	A	0.09%
CMG	B	0.09%
TER	D	0.08%
CROX	D	0.08%
HLNE	B	0.07%
SBUX	A	0.07%
AMD	F	0.07%
NTNX	A	0.07%
OTIS	C	0.06%
SNA	A	0.06%
KKR	A	0.06%
SNPS	B	0.05%
ODFL	B	0.05%
PAYX	C	0.05%
ESTC	C	0.05%
CHH	A	0.05%
COIN	C	0.05%
TFC	A	0.05%
INSP	D	0.04%
RBLX	C	0.04%
ZS	C	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%
JKHY	D	0.03%
SMAR	A	0.03%
JBHT	C	0.02%
DELL	C	0.02%
ISRG	A	0.02%
GM	B	0.02%
PYPL	B	0.02%
NET	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%

HDUS Underweight 220 Positions Relative to JPUS

Symbol	Grade	Weight
VST	B	-0.64%
SYF	B	-0.52%
CIEN	B	-0.52%
UNM	A	-0.51%
ANET	C	-0.47%
PFGC	B	-0.46%
ETR	B	-0.46%
IP	B	-0.46%
PWR	A	-0.46%
COF	B	-0.45%
USFD	A	-0.44%
TAP	C	-0.43%
KR	B	-0.43%
GWW	B	-0.43%
FCNCA	A	-0.43%
GRMN	B	-0.43%
CEG	D	-0.42%
CMCSA	B	-0.42%
TOL	B	-0.42%
UTHR	C	-0.42%
JLL	D	-0.41%
CLH	B	-0.41%
WM	A	-0.41%
NI	A	-0.41%
CASY	A	-0.41%
RSG	A	-0.4%
HST	C	-0.4%
CHTR	C	-0.4%
THC	D	-0.4%
WELL	A	-0.4%
HIG	B	-0.39%
PM	B	-0.39%
PH	A	-0.39%
PNW	B	-0.39%
PPL	B	-0.39%
COR	B	-0.39%
FAST	B	-0.39%
PHM	D	-0.38%
RS	B	-0.38%
AM	A	-0.38%
REG	B	-0.38%
K	A	-0.38%
STLD	B	-0.38%
NVR	D	-0.38%
TSN	B	-0.37%
SRE	A	-0.37%
DVA	B	-0.37%
ORLY	B	-0.37%
FYBR	D	-0.37%
MRO	B	-0.37%
BRX	A	-0.37%
CAH	B	-0.36%
NXST	C	-0.36%
LEN	D	-0.36%
SCCO	F	-0.36%
XEL	A	-0.36%
SYY	B	-0.36%
CVS	D	-0.36%
PG	A	-0.36%
HUBB	B	-0.35%
CI	F	-0.35%
CTRA	B	-0.35%
PSX	C	-0.35%
CLX	B	-0.35%
ADI	D	-0.35%
POST	C	-0.35%
AZO	C	-0.35%
HRL	D	-0.35%
ADM	D	-0.34%
PSA	D	-0.34%
D	C	-0.34%
PAG	B	-0.34%
ITW	B	-0.34%
KHC	F	-0.34%
FE	C	-0.34%
CHD	B	-0.34%
ED	D	-0.34%
WEC	A	-0.34%
BLDR	D	-0.34%
EVRG	A	-0.34%
VICI	C	-0.33%
GIS	D	-0.33%
MDLZ	F	-0.33%
HBAN	A	-0.33%
UHS	D	-0.33%
X	C	-0.33%
DHI	D	-0.33%
KIM	A	-0.33%
WLK	D	-0.32%
CAG	D	-0.32%
EMN	D	-0.32%
CF	B	-0.32%
FITB	A	-0.31%
ACGL	D	-0.31%
LYB	F	-0.31%
EXC	C	-0.31%
UGI	A	-0.31%
WY	D	-0.31%
AEP	D	-0.31%
STZ	D	-0.31%
MAS	D	-0.3%
AOS	F	-0.3%
NUE	C	-0.3%
NFG	A	-0.3%
CTVA	C	-0.3%
HPE	B	-0.3%
JEF	A	-0.3%
AMP	A	-0.29%
LH	C	-0.28%
CMS	C	-0.28%
HOLX	D	-0.28%
EG	C	-0.28%
LIN	D	-0.28%
SPB	C	-0.27%
UNP	C	-0.27%
OLN	D	-0.26%
KDP	D	-0.26%
DOW	F	-0.26%
ELV	F	-0.26%
AVY	D	-0.26%
DINO	D	-0.26%
FCX	D	-0.25%
VTR	C	-0.25%
STE	F	-0.25%
MSM	C	-0.25%
ITT	A	-0.24%
SAM	C	-0.24%
PK	B	-0.24%
ALLY	C	-0.24%
SNX	C	-0.24%
DOX	D	-0.24%
BRBR	A	-0.24%
RVTY	F	-0.23%
PR	B	-0.23%
ROST	C	-0.23%
APO	B	-0.23%
VTRS	A	-0.23%
LDOS	C	-0.22%
OMF	A	-0.22%
IFF	D	-0.21%
EXP	A	-0.21%
WPC	D	-0.21%
PPC	C	-0.21%
CNM	D	-0.21%
BPOP	B	-0.21%
MAA	B	-0.21%
SJM	D	-0.21%
GAP	C	-0.2%
CE	F	-0.2%
F	C	-0.19%
BDX	F	-0.19%
MEDP	D	-0.19%
TKR	D	-0.19%
ASH	D	-0.19%
NEM	D	-0.18%
CLF	F	-0.18%
SCI	B	-0.18%
M	D	-0.18%
NEU	C	-0.18%
MOS	F	-0.17%
UI	A	-0.17%
RGA	A	-0.17%
EPR	D	-0.17%
CPT	B	-0.17%
CCI	D	-0.16%
HUN	F	-0.16%
ATO	A	-0.16%
KRC	C	-0.16%
CHE	D	-0.16%
HIW	D	-0.15%
IPG	D	-0.15%
MOH	F	-0.14%
CSX	B	-0.13%
DFS	B	-0.13%
FBIN	D	-0.12%
WRB	A	-0.12%
VIRT	B	-0.12%
SLM	A	-0.11%
VVV	F	-0.11%
USB	A	-0.11%
WU	D	-0.11%
DVN	F	-0.1%
OXY	D	-0.1%
SMG	D	-0.1%
PFG	D	-0.1%
CARR	D	-0.09%
LOPE	B	-0.09%
FRT	B	-0.09%
RF	A	-0.09%
RGLD	C	-0.08%
SAIC	F	-0.08%
LPX	B	-0.08%
TNL	A	-0.07%
CFG	B	-0.07%
RBC	A	-0.07%
GEN	B	-0.07%
PCAR	B	-0.06%
DLB	B	-0.06%
NKE	D	-0.06%
AFG	A	-0.06%
KEY	B	-0.06%
IRDM	D	-0.06%
AGO	B	-0.05%
NSA	D	-0.05%
CBRE	B	-0.05%
CWEN	C	-0.05%
RRC	B	-0.05%
VLTO	D	-0.04%
SSNC	B	-0.04%
LSTR	D	-0.04%
CRI	D	-0.03%
FTRE	D	-0.03%
HOG	D	-0.03%
MNST	C	-0.03%
LEG	F	-0.02%
IDA	A	-0.02%
PLD	D	-0.01%
KSS	F	-0.01%
SON	D	-0.01%
ROKU	D	-0.0%