HDUS vs. PHEQ ETF Comparison
Comparison of Hartford Disciplined US Equity ETF (HDUS) to Parametric Hedged Equity ETF (PHEQ)
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
263
PHEQ
Parametric Hedged Equity ETF
PHEQ Description
The fund seeks to provide capital appreciation by investing its net assets in equity securities of certain U.S. large capitalization companies that are constituents of the Solactive GBS US 500 at the time of purchase.Grade (RS Rating)
Last Trade
$29.49
Average Daily Volume
19,326
203
Performance
Period | HDUS | PHEQ |
---|---|---|
30 Days | 3.75% | 1.99% |
60 Days | 5.23% | 3.02% |
90 Days | 7.06% | 3.86% |
12 Months | 31.94% | 16.61% |
93 Overlapping Holdings
Symbol | Grade | Weight in HDUS | Weight in PHEQ | Overlap | |
---|---|---|---|---|---|
AAPL | C | 5.07% | 6.85% | 5.07% | |
ABBV | D | 1.03% | 0.85% | 0.85% | |
ABNB | C | 0.21% | 0.15% | 0.15% | |
ABT | B | 0.51% | 0.6% | 0.51% | |
ADBE | C | 0.14% | 0.48% | 0.14% | |
AMD | F | 0.07% | 0.51% | 0.07% | |
AMGN | D | 0.2% | 0.45% | 0.2% | |
AMZN | C | 3.51% | 4.1% | 3.51% | |
AVB | B | 0.14% | 0.35% | 0.14% | |
AVGO | D | 1.31% | 1.71% | 1.31% | |
AXP | A | 0.19% | 0.57% | 0.19% | |
BAC | A | 0.07% | 0.98% | 0.07% | |
BAH | F | 0.37% | 0.12% | 0.12% | |
BKNG | A | 0.48% | 0.39% | 0.39% | |
BMY | B | 0.72% | 0.48% | 0.48% | |
BRK.A | B | 0.46% | 1.42% | 0.46% | |
CAT | B | 0.23% | 0.55% | 0.23% | |
COIN | C | 0.05% | 0.12% | 0.05% | |
COST | B | 0.63% | 1.07% | 0.63% | |
CPB | D | 0.07% | 0.18% | 0.07% | |
CRM | B | 0.36% | 0.63% | 0.36% | |
CRWD | B | 0.2% | 0.17% | 0.17% | |
CSCO | B | 0.31% | 0.79% | 0.31% | |
CSL | C | 0.03% | 0.18% | 0.03% | |
CTAS | B | 0.62% | 0.42% | 0.42% | |
CVX | A | 0.92% | 0.84% | 0.84% | |
DASH | A | 0.09% | 0.13% | 0.09% | |
DDOG | A | 0.13% | 0.13% | 0.13% | |
DELL | C | 0.02% | 0.14% | 0.02% | |
DRI | B | 0.11% | 0.3% | 0.11% | |
DTE | C | 0.07% | 0.31% | 0.07% | |
EQR | B | 0.08% | 0.32% | 0.08% | |
ESS | B | 0.23% | 0.19% | 0.19% | |
FANG | D | 0.22% | 0.24% | 0.22% | |
GLW | B | 0.13% | 0.25% | 0.13% | |
GOOGL | C | 3.92% | 2.28% | 2.28% | |
HD | A | 0.46% | 1.15% | 0.46% | |
HUBS | A | 0.17% | 0.14% | 0.14% | |
IBKR | A | 0.03% | 0.11% | 0.03% | |
IBM | C | 0.71% | 0.56% | 0.56% | |
ISRG | A | 0.02% | 0.58% | 0.02% | |
JBHT | C | 0.02% | 0.24% | 0.02% | |
JNJ | D | 1.49% | 1.04% | 1.04% | |
JPM | A | 0.92% | 1.73% | 0.92% | |
KKR | A | 0.06% | 0.46% | 0.06% | |
KLAC | D | 0.29% | 0.34% | 0.29% | |
KMB | D | 0.23% | 0.33% | 0.23% | |
KO | D | 0.44% | 0.77% | 0.44% | |
LII | A | 0.09% | 0.25% | 0.09% | |
LLY | F | 0.93% | 1.39% | 0.93% | |
LMT | D | 0.32% | 0.58% | 0.32% | |
LNG | B | 0.19% | 0.22% | 0.19% | |
LOW | D | 0.19% | 0.57% | 0.19% | |
LRCX | F | 0.16% | 0.29% | 0.16% | |
MDT | D | 0.22% | 0.51% | 0.22% | |
META | D | 1.88% | 2.66% | 1.88% | |
MMM | D | 0.16% | 0.44% | 0.16% | |
MRK | F | 0.26% | 0.69% | 0.26% | |
MS | A | 0.41% | 0.39% | 0.39% | |
MSFT | F | 5.41% | 6.55% | 5.41% | |
NDAQ | A | 0.18% | 0.24% | 0.18% | |
NET | B | 0.02% | 0.07% | 0.02% | |
NFLX | A | 0.6% | 0.8% | 0.6% | |
NOW | A | 0.18% | 0.61% | 0.18% | |
NVDA | C | 6.03% | 7.12% | 6.03% | |
ORCL | B | 0.69% | 0.73% | 0.69% | |
OTIS | C | 0.06% | 0.33% | 0.06% | |
PANW | C | 0.16% | 0.3% | 0.16% | |
PEP | F | 1.18% | 0.72% | 0.72% | |
PLTR | B | 0.26% | 0.36% | 0.26% | |
PRU | A | 0.22% | 0.37% | 0.22% | |
PYPL | B | 0.02% | 0.28% | 0.02% | |
QCOM | F | 0.49% | 0.33% | 0.33% | |
RBLX | C | 0.04% | 0.12% | 0.04% | |
REGN | F | 0.03% | 0.21% | 0.03% | |
RMD | C | 0.27% | 0.24% | 0.24% | |
SNOW | C | 0.01% | 0.06% | 0.01% | |
T | A | 0.53% | 0.68% | 0.53% | |
TMO | F | 0.16% | 0.59% | 0.16% | |
TMUS | B | 0.25% | 0.51% | 0.25% | |
TRGP | B | 0.13% | 0.46% | 0.13% | |
TRV | B | 0.28% | 0.39% | 0.28% | |
TSLA | B | 1.36% | 1.91% | 1.36% | |
TXN | C | 1.13% | 0.59% | 0.59% | |
UBER | D | 0.29% | 0.29% | 0.29% | |
UNH | C | 0.79% | 1.37% | 0.79% | |
VRTX | F | 0.36% | 0.36% | 0.36% | |
WFC | A | 0.27% | 0.67% | 0.27% | |
WMT | A | 0.69% | 0.96% | 0.69% | |
WSM | B | 0.09% | 0.02% | 0.02% | |
XOM | B | 1.05% | 1.4% | 1.05% | |
YUM | B | 0.55% | 0.33% | 0.33% | |
ZS | C | 0.04% | 0.08% | 0.04% |
HDUS Overweight 170 Positions Relative to PHEQ
Symbol | Grade | Weight | |
---|---|---|---|
VZ | C | 1.2% | |
MO | A | 1.11% | |
CMI | A | 0.88% | |
LAMR | D | 0.76% | |
JHG | A | 0.7% | |
KNF | A | 0.67% | |
CBOE | B | 0.64% | |
CL | D | 0.64% | |
KVUE | A | 0.63% | |
BK | A | 0.61% | |
ALSN | B | 0.6% | |
NTAP | C | 0.58% | |
EME | C | 0.57% | |
CTSH | B | 0.54% | |
DBX | B | 0.54% | |
TROW | B | 0.53% | |
RHI | B | 0.51% | |
GILD | C | 0.5% | |
TXRH | C | 0.49% | |
GLPI | C | 0.48% | |
EA | A | 0.48% | |
GDDY | A | 0.47% | |
STWD | C | 0.47% | |
APH | A | 0.46% | |
SHW | A | 0.46% | |
RPM | A | 0.45% | |
CB | C | 0.44% | |
IRM | D | 0.43% | |
R | B | 0.43% | |
EOG | A | 0.43% | |
MCO | B | 0.41% | |
ACN | C | 0.4% | |
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% | |
RDN | C | 0.36% | |
WST | C | 0.35% | |
DCI | B | 0.34% | |
ADC | 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% | |
PGR | A | 0.32% | |
KMI | A | 0.32% | |
OHI | C | 0.31% | |
CHRW | C | 0.3% | |
COP | C | 0.3% | |
INGR | B | 0.3% | |
DGX | A | 0.29% | |
MCD | D | 0.29% | |
AFL | B | 0.28% | |
OMC | C | 0.28% | |
CRBG | B | 0.28% | |
SPGI | C | 0.27% | |
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% | |
ETN | A | 0.24% | |
NYT | C | 0.23% | |
HSY | F | 0.23% | |
CHRD | D | 0.23% | |
ALV | C | 0.22% | |
NEE | D | 0.22% | |
NNN | D | 0.22% | |
VLO | C | 0.21% | |
APP | B | 0.21% | |
MANH | D | 0.21% | |
WMB | A | 0.21% | |
GWRE | A | 0.21% | |
ALTR | B | 0.21% | |
PKG | A | 0.2% | |
SO | D | 0.2% | |
ORI | A | 0.2% | |
NWSA | B | 0.2% | |
PFE | D | 0.19% | |
MPC | D | 0.18% | |
MMC | B | 0.18% | |
TSCO | D | 0.17% | |
BJ | A | 0.17% | |
CDNS | B | 0.16% | |
ACI | C | 0.16% | |
FLEX | A | 0.16% | |
MSI | B | 0.16% | |
GE | D | 0.15% | |
STT | A | 0.15% | |
GD | F | 0.15% | |
DY | D | 0.14% | |
TT | A | 0.14% | |
ZTS | D | 0.14% | |
CSWI | A | 0.14% | |
EIX | B | 0.14% | |
CBT | C | 0.13% | |
GEHC | F | 0.13% | |
HPQ | B | 0.13% | |
BLK | C | 0.13% | |
DUK | C | 0.12% | |
PNC | B | 0.12% | |
BR | A | 0.12% | |
DKS | C | 0.12% | |
GS | A | 0.11% | |
OC | A | 0.11% | |
ECL | D | 0.11% | |
MPWR | F | 0.11% | |
COKE | C | 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% | |
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% | |
SBUX | A | 0.07% | |
IT | C | 0.07% | |
TJX | A | 0.07% | |
NTNX | A | 0.07% | |
SNA | A | 0.06% | |
BBY | D | 0.06% | |
SNPS | B | 0.05% | |
ODFL | B | 0.05% | |
PAYX | C | 0.05% | |
ESTC | C | 0.05% | |
CHH | A | 0.05% | |
FLO | D | 0.05% | |
TFC | A | 0.05% | |
SWKS | F | 0.05% | |
INSP | D | 0.04% | |
DTM | B | 0.04% | |
FNF | B | 0.04% | |
CACI | D | 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% | |
MORN | B | 0.03% | |
JKHY | D | 0.03% | |
SMAR | A | 0.03% | |
CRUS | D | 0.02% | |
GM | B | 0.02% | |
FR | C | 0.02% | |
OGE | B | 0.02% | |
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 110 Positions Relative to PHEQ
Symbol | Grade | Weight | |
---|---|---|---|
GOOG | C | -1.9% | |
V | A | -1.28% | |
MA | C | -1.14% | |
PG | A | -1.09% | |
LIN | D | -0.67% | |
DIS | B | -0.57% | |
UNP | C | -0.52% | |
DE | A | -0.44% | |
WM | A | -0.44% | |
ETR | B | -0.4% | |
DAL | C | -0.39% | |
HWM | A | -0.36% | |
SCHW | B | -0.35% | |
PPL | B | -0.34% | |
K | A | -0.34% | |
RSG | A | -0.34% | |
LNT | A | -0.33% | |
DOV | A | -0.33% | |
HIG | B | -0.33% | |
EXR | D | -0.32% | |
BA | F | -0.32% | |
ROST | C | -0.32% | |
MU | D | -0.31% | |
LH | C | -0.31% | |
CMS | C | -0.31% | |
BRO | B | -0.31% | |
HBAN | A | -0.31% | |
AEE | A | -0.3% | |
COR | B | -0.3% | |
PHM | D | -0.3% | |
APO | B | -0.3% | |
DOC | D | -0.29% | |
CNP | B | -0.28% | |
AME | A | -0.28% | |
SYF | B | -0.27% | |
MAA | B | -0.27% | |
CFG | B | -0.26% | |
MRVL | B | -0.25% | |
MELI | D | -0.25% | |
ARES | A | -0.25% | |
MRO | B | -0.24% | |
L | A | -0.24% | |
FE | C | -0.24% | |
URI | B | -0.24% | |
MKL | A | -0.23% | |
NEM | D | -0.23% | |
ULTA | F | -0.23% | |
EXPD | D | -0.23% | |
LYB | F | -0.22% | |
HEI | B | -0.22% | |
WRB | A | -0.21% | |
SSNC | B | -0.21% | |
ARE | D | -0.21% | |
AMCR | D | -0.21% | |
LULU | C | -0.21% | |
PFG | D | -0.2% | |
MSTR | C | -0.2% | |
SPOT | B | -0.19% | |
TTD | B | -0.18% | |
ZM | B | -0.18% | |
PPG | F | -0.18% | |
WBD | C | -0.18% | |
CAG | D | -0.17% | |
DVN | F | -0.17% | |
IFF | D | -0.16% | |
AKAM | D | -0.16% | |
HAL | C | -0.16% | |
MOH | F | -0.14% | |
APTV | D | -0.14% | |
NDSN | B | -0.14% | |
HEI | B | -0.14% | |
ZBH | C | -0.14% | |
ON | D | -0.14% | |
MGM | D | -0.13% | |
WDAY | B | -0.13% | |
HUBB | B | -0.13% | |
ALNY | D | -0.13% | |
FCNCA | A | -0.13% | |
SQ | B | -0.12% | |
TW | A | -0.11% | |
STLD | B | -0.11% | |
VRT | B | -0.1% | |
VEEV | C | -0.1% | |
SUI | D | -0.1% | |
DOX | D | -0.09% | |
TRU | D | -0.09% | |
BLDR | D | -0.08% | |
SCCO | F | -0.07% | |
AGR | B | -0.07% | |
YUMC | C | -0.07% | |
DKNG | B | -0.07% | |
ALGN | D | -0.06% | |
AVTR | F | -0.06% | |
TEAM | A | -0.06% | |
SNAP | C | -0.05% | |
LPLA | A | -0.05% | |
CE | F | -0.05% | |
OWL | A | -0.05% | |
ILMN | D | -0.05% | |
OKTA | C | -0.04% | |
WLK | D | -0.04% | |
BSY | D | -0.04% | |
RPRX | D | -0.04% | |
CPNG | D | -0.03% | |
PINS | D | -0.03% | |
SIRI | C | -0.03% | |
ENPH | F | -0.03% | |
RKT | F | -0.03% | |
WMG | C | -0.02% | |
MRNA | F | -0.01% |
HDUS: Top Represented Industries & Keywords
PHEQ: Top Represented Industries & Keywords