HDUS vs. PHDG ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to PowerShares S&P 500 Downside Hedged Portfolio (PHDG)

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

PHDG

PowerShares S&P 500 Downside Hedged Portfolio

PHDG Description

The PowerShares S&P 500® Downside Hedged Portfolio (the Fund) is an actively managed exchange-traded fund (ETF) that seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad equity or fixed-income market returns. The Fund seeks to achieve its investment objective by using a quantitative, rules-based strategy designed to provide returns that correspond to the performance of the S&P 500® Dynamic VEQTOR Index (the Index). The Index provides investors with broad equity market exposure with an implied volatility hedge by dynamically allocating between equity, volatility and cash. The index allows investors to receive exposure to the equity and volatility of the S&P 500 Index in a dynamic framework.

Grade (RS Rating)

Last Trade

$38.30

Average Daily Volume

12,482

Number of Holdings ^*

499

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	PHDG
30 Days	3.75%	0.66%
60 Days	5.23%	1.51%
90 Days	7.06%	1.58%
12 Months	31.94%	18.52%

180 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in PHDG	Overlap
AAPL	C	5.11%	3.74%	3.74%
ABBV	D	1.02%	0.32%	0.32%
ABNB	C	0.22%	0.06%	0.06%
ABT	B	0.52%	0.22%	0.22%
ACN	C	0.39%	0.24%	0.24%
ADBE	C	0.13%	0.25%	0.13%
AFL	B	0.28%	0.06%	0.06%
AMAT	F	0.36%	0.17%	0.17%
AMD	F	0.07%	0.24%	0.07%
AMGN	D	0.2%	0.17%	0.17%
AMZN	C	3.39%	2.13%	2.13%
APH	A	0.45%	0.09%	0.09%
AVB	B	0.14%	0.03%	0.03%
AVGO	D	1.26%	0.86%	0.86%
AXP	A	0.19%	0.17%	0.17%
BAC	A	0.07%	0.33%	0.07%
BBY	D	0.05%	0.02%	0.02%
BG	F	0.26%	0.01%	0.01%
BK	A	0.61%	0.06%	0.06%
BKNG	A	0.5%	0.18%	0.18%
BLK	C	0.13%	0.16%	0.13%
BMY	B	0.72%	0.13%	0.13%
BR	A	0.12%	0.03%	0.03%
BRK.A	B	0.46%	0.92%	0.46%
BSX	B	0.33%	0.14%	0.14%
C	A	0.09%	0.14%	0.09%
CAT	B	0.23%	0.2%	0.2%
CB	C	0.43%	0.12%	0.12%
CBOE	B	0.68%	0.02%	0.02%
CDNS	B	0.16%	0.09%	0.09%
CHRW	C	0.3%	0.01%	0.01%
CINF	A	0.01%	0.03%	0.01%
CL	D	0.67%	0.08%	0.08%
CMG	B	0.09%	0.09%	0.09%
CMI	A	0.88%	0.05%	0.05%
COP	C	0.3%	0.14%	0.14%
COST	B	0.64%	0.44%	0.44%
CPB	D	0.07%	0.01%	0.01%
CRM	B	0.35%	0.35%	0.35%
CRWD	B	0.21%	0.09%	0.09%
CSCO	B	0.31%	0.25%	0.25%
CTAS	B	0.63%	0.08%	0.08%
CTSH	B	0.52%	0.04%	0.04%
CVX	A	0.92%	0.3%	0.3%
DELL	C	0.02%	0.04%	0.02%
DGX	A	0.3%	0.02%	0.02%
DHR	F	0.08%	0.17%	0.08%
DRI	B	0.11%	0.02%	0.02%
DTE	C	0.07%	0.03%	0.03%
DUK	C	0.12%	0.09%	0.09%
EA	A	0.49%	0.04%	0.04%
EBAY	D	0.26%	0.03%	0.03%
ECL	D	0.11%	0.07%	0.07%
EIX	B	0.15%	0.03%	0.03%
EOG	A	0.44%	0.08%	0.08%
EQR	B	0.08%	0.03%	0.03%
ESS	B	0.23%	0.02%	0.02%
ETN	A	0.24%	0.16%	0.16%
FANG	D	0.22%	0.04%	0.04%
FDX	B	0.25%	0.07%	0.07%
FICO	B	0.33%	0.06%	0.06%
FOXA	B	0.25%	0.01%	0.01%
GD	F	0.14%	0.08%	0.08%
GDDY	A	0.49%	0.03%	0.03%
GE	D	0.15%	0.21%	0.15%
GEHC	F	0.13%	0.04%	0.04%
GILD	C	0.48%	0.12%	0.12%
GLW	B	0.13%	0.04%	0.04%
GM	B	0.02%	0.07%	0.02%
GOOGL	C	3.95%	1.11%	1.11%
GPC	D	0.09%	0.02%	0.02%
GS	A	0.11%	0.2%	0.11%
HCA	F	0.09%	0.07%	0.07%
HD	A	0.46%	0.43%	0.43%
HPQ	B	0.13%	0.04%	0.04%
HSY	F	0.23%	0.03%	0.03%
IBM	C	0.73%	0.21%	0.21%
INTU	C	0.24%	0.21%	0.21%
IRM	D	0.45%	0.04%	0.04%
ISRG	A	0.02%	0.21%	0.02%
IT	C	0.07%	0.04%	0.04%
JBHT	C	0.02%	0.02%	0.02%
JKHY	D	0.03%	0.01%	0.01%
JNJ	D	1.51%	0.39%	0.39%
JNPR	F	0.04%	0.01%	0.01%
JPM	A	0.92%	0.74%	0.74%
KKR	A	0.06%	0.11%	0.06%
KLAC	D	0.28%	0.09%	0.09%
KMB	D	0.24%	0.05%	0.05%
KMI	A	0.34%	0.06%	0.06%
KO	D	0.46%	0.26%	0.26%
KVUE	A	0.64%	0.05%	0.05%
LKQ	D	0.01%	0.01%	0.01%
LLY	F	0.89%	0.67%	0.67%
LMT	D	0.32%	0.12%	0.12%
LOW	D	0.19%	0.17%	0.17%
LRCX	F	0.15%	0.11%	0.11%
MCD	D	0.28%	0.23%	0.23%
MCK	B	0.39%	0.09%	0.09%
MCO	B	0.41%	0.08%	0.08%
MDT	D	0.21%	0.12%	0.12%
META	D	1.85%	1.36%	1.36%
MMC	B	0.18%	0.12%	0.12%
MMM	D	0.16%	0.08%	0.08%
MO	A	1.12%	0.1%	0.1%
MPC	D	0.18%	0.06%	0.06%
MPWR	F	0.11%	0.03%	0.03%
MRK	F	0.26%	0.27%	0.26%
MS	A	0.41%	0.18%	0.18%
MSCI	C	0.04%	0.05%	0.04%
MSFT	F	5.29%	3.42%	3.42%
MSI	B	0.16%	0.09%	0.09%
NDAQ	A	0.19%	0.03%	0.03%
NEE	D	0.22%	0.17%	0.17%
NFLX	A	0.63%	0.39%	0.39%
NOW	A	0.18%	0.23%	0.18%
NRG	B	0.1%	0.02%	0.02%
NTAP	C	0.61%	0.03%	0.03%
NVDA	C	6.03%	3.89%	3.89%
NWSA	B	0.21%	0.01%	0.01%
NXPI	D	0.36%	0.06%	0.06%
ODFL	B	0.04%	0.05%	0.04%
OMC	C	0.26%	0.02%	0.02%
ORCL	B	0.7%	0.32%	0.32%
OTIS	C	0.06%	0.04%	0.04%
PANW	C	0.16%	0.14%	0.14%
PAYX	C	0.05%	0.05%	0.05%
PEG	A	0.39%	0.05%	0.05%
PEP	F	1.14%	0.24%	0.24%
PFE	D	0.19%	0.16%	0.16%
PGR	A	0.32%	0.16%	0.16%
PKG	A	0.21%	0.02%	0.02%
PLTR	B	0.28%	0.13%	0.13%
PNC	B	0.12%	0.09%	0.09%
PRU	A	0.22%	0.05%	0.05%
PYPL	B	0.02%	0.09%	0.02%
QCOM	F	0.47%	0.2%	0.2%
REGN	F	0.03%	0.09%	0.03%
RL	B	0.33%	0.01%	0.01%
RMD	C	0.29%	0.04%	0.04%
RTX	C	0.32%	0.17%	0.17%
SBUX	A	0.07%	0.12%	0.07%
SHW	A	0.45%	0.1%	0.1%
SNA	A	0.06%	0.02%	0.02%
SNPS	B	0.04%	0.09%	0.04%
SO	D	0.2%	0.1%	0.1%
SPG	B	0.33%	0.06%	0.06%
SPGI	C	0.27%	0.18%	0.18%
STT	A	0.15%	0.03%	0.03%
SWKS	F	0.05%	0.01%	0.01%
SYK	C	0.08%	0.14%	0.08%
T	A	0.54%	0.17%	0.17%
TER	D	0.07%	0.02%	0.02%
TFC	A	0.05%	0.07%	0.05%
TGT	F	0.03%	0.08%	0.03%
TJX	A	0.07%	0.15%	0.07%
TMO	F	0.15%	0.22%	0.15%
TMUS	B	0.25%	0.13%	0.13%
TPR	B	0.03%	0.01%	0.01%
TRGP	B	0.13%	0.05%	0.05%
TROW	B	0.52%	0.03%	0.03%
TRV	B	0.28%	0.06%	0.06%
TSCO	D	0.16%	0.03%	0.03%
TSLA	B	1.5%	0.93%	0.93%
TT	A	0.14%	0.1%	0.1%
TXN	C	1.09%	0.2%	0.2%
UBER	D	0.29%	0.16%	0.16%
UNH	C	0.8%	0.59%	0.59%
VLO	C	0.21%	0.05%	0.05%
VRSK	A	0.26%	0.04%	0.04%
VRTX	F	0.34%	0.13%	0.13%
VZ	C	1.24%	0.19%	0.19%
WFC	A	0.27%	0.27%	0.27%
WMB	A	0.23%	0.07%	0.07%
WMT	A	0.71%	0.4%	0.4%
WST	C	0.33%	0.03%	0.03%
WTW	B	0.09%	0.03%	0.03%
XOM	B	1.05%	0.58%	0.58%
YUM	B	0.54%	0.04%	0.04%
ZTS	D	0.15%	0.09%	0.09%

HDUS Overweight 83 Positions Relative to PHDG

Symbol	Grade	Weight
LAMR	D	0.77%
KNF	A	0.69%
JHG	A	0.68%
EME	C	0.59%
ALSN	B	0.59%
DBX	B	0.53%
RHI	B	0.5%
GLPI	C	0.5%
TXRH	C	0.48%
STWD	C	0.48%
RPM	A	0.44%
R	B	0.42%
AXS	A	0.41%
MLI	C	0.4%
MUSA	A	0.38%
HRB	D	0.37%
ADC	B	0.35%
BAH	F	0.35%
RDN	C	0.35%
AGNC	D	0.34%
DCI	B	0.33%
STAG	F	0.33%
OHI	C	0.31%
CRBG	B	0.29%
INGR	B	0.29%
FSS	B	0.26%
APP	B	0.25%
CHRD	D	0.23%
NNN	D	0.23%
ALTR	B	0.22%
GWRE	A	0.22%
ALV	C	0.22%
NYT	C	0.22%
MANH	D	0.21%
ORI	A	0.2%
LNG	B	0.2%
HUBS	A	0.18%
BJ	A	0.17%
FLEX	A	0.17%
ACI	C	0.16%
CSWI	A	0.15%
DY	D	0.14%
DDOG	A	0.13%
COKE	C	0.12%
WSM	B	0.12%
DKS	C	0.12%
CBT	C	0.12%
OC	A	0.11%
ESI	A	0.1%
MTG	C	0.09%
DASH	A	0.09%
LII	A	0.09%
VRNS	D	0.09%
GNTX	C	0.09%
CUBE	D	0.08%
CROX	D	0.08%
COIN	C	0.07%
HLNE	B	0.07%
NTNX	A	0.07%
ESTC	C	0.05%
CHH	A	0.05%
FLO	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%
AYI	B	0.04%
EVR	B	0.03%
IBKR	A	0.03%
MORN	B	0.03%
CSL	C	0.03%
CRUS	D	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%
EGP	F	0.01%
RYN	D	0.01%

HDUS Underweight 319 Positions Relative to PHDG

Symbol	Grade	Weight
GOOG	C	-0.92%
V	A	-0.56%
MA	C	-0.46%
PG	A	-0.42%
LIN	D	-0.23%
DIS	B	-0.21%
PM	B	-0.21%
CMCSA	B	-0.18%
HON	B	-0.16%
UNP	C	-0.15%
BX	A	-0.14%
SCHW	B	-0.13%
FI	A	-0.13%
ADP	B	-0.13%
INTC	D	-0.12%
MU	D	-0.12%
ANET	C	-0.11%
BA	F	-0.11%
DE	A	-0.11%
ADI	D	-0.11%
PLD	D	-0.11%
PH	A	-0.1%
GEV	B	-0.1%
ICE	C	-0.1%
CI	F	-0.1%
AMT	D	-0.1%
NKE	D	-0.1%
ELV	F	-0.1%
UPS	C	-0.1%
CME	A	-0.09%
WM	A	-0.09%
AON	A	-0.09%
EQIX	A	-0.09%
MDLZ	F	-0.09%
COF	B	-0.08%
APD	A	-0.08%
CEG	D	-0.08%
ORLY	B	-0.08%
TDG	D	-0.08%
ITW	B	-0.08%
EMR	A	-0.08%
WELL	A	-0.08%
USB	A	-0.08%
PCAR	B	-0.07%
ROP	B	-0.07%
HLT	A	-0.07%
SLB	C	-0.07%
FCX	D	-0.07%
CARR	D	-0.07%
OKE	A	-0.07%
AJG	B	-0.07%
BDX	F	-0.07%
MAR	B	-0.07%
ADSK	A	-0.07%
NOC	D	-0.07%
CSX	B	-0.07%
CVS	D	-0.07%
ALL	A	-0.06%
PSA	D	-0.06%
GWW	B	-0.06%
AZO	C	-0.06%
PSX	C	-0.06%
DLR	B	-0.06%
RCL	A	-0.06%
AMP	A	-0.06%
URI	B	-0.06%
JCI	C	-0.06%
SRE	A	-0.06%
NSC	B	-0.06%
FTNT	C	-0.06%
COR	B	-0.05%
RSG	A	-0.05%
BKR	B	-0.05%
F	C	-0.05%
AXON	A	-0.05%
DFS	B	-0.05%
CCI	D	-0.05%
PCG	A	-0.05%
AME	A	-0.05%
HWM	A	-0.05%
NEM	D	-0.05%
FAST	B	-0.05%
LHX	C	-0.05%
D	C	-0.05%
ROST	C	-0.05%
VST	B	-0.05%
PWR	A	-0.05%
DHI	D	-0.05%
FIS	C	-0.05%
MET	A	-0.05%
AIG	B	-0.05%
O	D	-0.05%
AEP	D	-0.05%
CPRT	A	-0.05%
ROK	B	-0.04%
VICI	C	-0.04%
ED	D	-0.04%
HUM	C	-0.04%
OXY	D	-0.04%
HIG	B	-0.04%
WAB	B	-0.04%
EXR	D	-0.04%
DD	D	-0.04%
NUE	C	-0.04%
IDXX	F	-0.04%
IQV	D	-0.04%
MCHP	D	-0.04%
MTB	A	-0.04%
GIS	D	-0.04%
MLM	B	-0.04%
SYY	B	-0.04%
VMC	B	-0.04%
ACGL	D	-0.04%
KDP	D	-0.04%
STZ	D	-0.04%
A	D	-0.04%
LULU	C	-0.04%
EXC	C	-0.04%
CHTR	C	-0.04%
XEL	A	-0.04%
KR	B	-0.04%
MNST	C	-0.04%
CTVA	C	-0.04%
CBRE	B	-0.04%
EW	C	-0.04%
HES	B	-0.04%
LEN	D	-0.04%
IR	B	-0.04%
DAL	C	-0.04%
SBAC	D	-0.03%
HUBB	B	-0.03%
AEE	A	-0.03%
BIIB	F	-0.03%
RF	A	-0.03%
CDW	F	-0.03%
PPL	B	-0.03%
CCL	B	-0.03%
DVN	F	-0.03%
SW	A	-0.03%
ADM	D	-0.03%
VLTO	D	-0.03%
EQT	B	-0.03%
HBAN	A	-0.03%
SYF	B	-0.03%
AWK	D	-0.03%
CPAY	A	-0.03%
BRO	B	-0.03%
TYL	B	-0.03%
VTR	C	-0.03%
MTD	D	-0.03%
CHD	B	-0.03%
FTV	C	-0.03%
HAL	C	-0.03%
PHM	D	-0.03%
KEYS	A	-0.03%
DECK	A	-0.03%
DOV	A	-0.03%
HPE	B	-0.03%
KHC	F	-0.03%
ON	D	-0.03%
NVR	D	-0.03%
PPG	F	-0.03%
GPN	B	-0.03%
CAH	B	-0.03%
TTWO	A	-0.03%
XYL	D	-0.03%
ANSS	B	-0.03%
RJF	A	-0.03%
DXCM	D	-0.03%
UAL	A	-0.03%
WEC	A	-0.03%
CSGP	D	-0.03%
CNC	D	-0.03%
DOW	F	-0.03%
ETR	B	-0.03%
FITB	A	-0.03%
EFX	F	-0.03%
GRMN	B	-0.03%
EPAM	C	-0.02%
NDSN	B	-0.02%
ROL	B	-0.02%
FFIV	B	-0.02%
RVTY	F	-0.02%
APTV	D	-0.02%
EVRG	A	-0.02%
JBL	B	-0.02%
AMCR	D	-0.02%
DOC	D	-0.02%
VTRS	A	-0.02%
L	A	-0.02%
EL	F	-0.02%
LNT	A	-0.02%
DPZ	C	-0.02%
CF	B	-0.02%
VRSN	F	-0.02%
ALGN	D	-0.02%
EG	C	-0.02%
TXT	D	-0.02%
MRO	B	-0.02%
AVY	D	-0.02%
NI	A	-0.02%
BAX	D	-0.02%
GEN	B	-0.02%
KIM	A	-0.02%
ARE	D	-0.02%
DG	F	-0.02%
EXPD	D	-0.02%
LVS	C	-0.02%
MAS	D	-0.02%
TRMB	B	-0.02%
IEX	B	-0.02%
PNR	A	-0.02%
J	F	-0.02%
KEY	B	-0.02%
WRB	A	-0.02%
MOH	F	-0.02%
HOLX	D	-0.02%
ULTA	F	-0.02%
TSN	B	-0.02%
PODD	C	-0.02%
PFG	D	-0.02%
MAA	B	-0.02%
CTRA	B	-0.02%
BALL	D	-0.02%
MKC	D	-0.02%
FDS	B	-0.02%
INVH	D	-0.02%
LUV	C	-0.02%
CNP	B	-0.02%
IP	B	-0.02%
STLD	B	-0.02%
LH	C	-0.02%
CMS	C	-0.02%
LYV	A	-0.02%
ZBRA	B	-0.02%
STX	D	-0.02%
CLX	B	-0.02%
WDC	D	-0.02%
CFG	B	-0.02%
FSLR	F	-0.02%
FE	C	-0.02%
BLDR	D	-0.02%
NTRS	A	-0.02%
LYB	F	-0.02%
K	A	-0.02%
STE	F	-0.02%
ES	D	-0.02%
WBD	C	-0.02%
ZBH	C	-0.02%
TDY	B	-0.02%
WAT	B	-0.02%
ATO	A	-0.02%
WY	D	-0.02%
LDOS	C	-0.02%
EXPE	B	-0.02%
IFF	D	-0.02%
PTC	A	-0.02%
FOX	A	-0.01%
QRVO	F	-0.01%
WBA	F	-0.01%
BEN	C	-0.01%
PARA	C	-0.01%
FMC	D	-0.01%
DVA	B	-0.01%
MHK	D	-0.01%
HII	D	-0.01%
BWA	D	-0.01%
IVZ	B	-0.01%
CE	F	-0.01%
MTCH	D	-0.01%
HAS	D	-0.01%
APA	D	-0.01%
MOS	F	-0.01%
HSIC	B	-0.01%
CZR	F	-0.01%
FRT	B	-0.01%
ENPH	F	-0.01%
MGM	D	-0.01%
WYNN	D	-0.01%
AOS	F	-0.01%
HRL	D	-0.01%
TFX	F	-0.01%
SMCI	F	-0.01%
SOLV	C	-0.01%
GL	B	-0.01%
AES	F	-0.01%
MKTX	D	-0.01%
CRL	C	-0.01%
ERIE	D	-0.01%
PNW	B	-0.01%
CTLT	B	-0.01%
IPG	D	-0.01%
PAYC	B	-0.01%
TAP	C	-0.01%
AIZ	A	-0.01%
GNRC	B	-0.01%
TECH	D	-0.01%
LW	C	-0.01%
BXP	D	-0.01%
NCLH	B	-0.01%
SJM	D	-0.01%
EMN	D	-0.01%
UHS	D	-0.01%
ALB	C	-0.01%
REG	B	-0.01%
DAY	B	-0.01%
KMX	B	-0.01%
HST	C	-0.01%
ALLE	D	-0.01%
INCY	C	-0.01%
CPT	B	-0.01%
CAG	D	-0.01%
SWK	D	-0.01%
DLTR	F	-0.01%
UDR	B	-0.01%
AKAM	D	-0.01%
MRNA	F	-0.01%
POOL	C	-0.01%
NWS	B	-0.0%