HDUS vs. PTL ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to Northern Lights Fund Trust IV Inspire 500 ETF (PTL)

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

$57.93

Average Daily Volume

3,283

Number of Holdings ^*

263

* may have additional holdings in another (foreign) market

PTL

Northern Lights Fund Trust IV Inspire 500 ETF

PTL Description

PTL is passively managed to invest in US large-cap stocks that align with the issuer's definition of biblical values and positive impact on the world, measured using various environmental, social, and governance criteria. The index provider analyzes publicly available and third-party data to assign a proprietary Impact Score to each eligible stock. The methodology excludes stocks with any degree of involvement in activities such as abortion, gambling, alcohol, tobacco, cannabis, stem cell research, in vitro fertilization, pornography, rights violations, and LGBT activism. The remaining stocks are scored based on how well they align with the issuer's values, considering factors including business ethics, employee wellbeing, customer welfare, product safety, ecological impact, and GHG emissions. The index selects the 500 highest-scoring stocks and weights them by market capitalization. Index components are reconstituted and rebalanced annually.

Grade (RS Rating)

Last Trade

$224.40

Average Daily Volume

7,638

Number of Holdings ^*

478

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	PTL
30 Days	2.59%	3.32%
60 Days	5.19%	5.48%
90 Days	6.63%	6.70%
12 Months	31.42%

107 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in PTL	Overlap
ACI	C	0.16%	0.08%	0.08%
ADC	A	0.34%	0.05%	0.05%
AFL	B	0.28%	0.42%	0.28%
AGNC	C	0.33%	0.05%	0.05%
ALSN	B	0.6%	0.07%	0.07%
ALTR	B	0.21%	0.06%	0.06%
APH	A	0.46%	0.6%	0.46%
APP	B	0.21%	0.67%	0.21%
AVGO	D	1.31%	5.58%	1.31%
AYI	B	0.04%	0.07%	0.04%
BG	D	0.26%	0.09%	0.09%
BJ	A	0.17%	0.08%	0.08%
CACI	D	0.04%	0.08%	0.04%
CAT	B	0.23%	1.24%	0.23%
CBOE	C	0.64%	0.15%	0.15%
CHRD	D	0.23%	0.06%	0.06%
CHRW	B	0.3%	0.08%	0.08%
CINF	A	0.01%	0.16%	0.01%
COIN	C	0.05%	0.54%	0.05%
COKE	C	0.11%	0.07%	0.07%
CPB	D	0.07%	0.1%	0.07%
CRBG	B	0.28%	0.12%	0.12%
CSL	C	0.03%	0.14%	0.03%
CTAS	B	0.62%	0.62%	0.62%
CUBE	C	0.08%	0.07%	0.07%
DCI	B	0.34%	0.06%	0.06%
DDOG	A	0.13%	0.29%	0.13%
DTE	C	0.07%	0.17%	0.07%
DTM	A	0.04%	0.07%	0.04%
EGP	D	0.01%	0.06%	0.01%
EME	A	0.57%	0.16%	0.16%
EOG	A	0.43%	0.54%	0.43%
EQR	C	0.08%	0.2%	0.08%
ESS	B	0.23%	0.14%	0.14%
ESTC	C	0.05%	0.07%	0.05%
EVR	B	0.03%	0.08%	0.03%
FANG	C	0.22%	0.39%	0.22%
FDX	B	0.25%	0.54%	0.25%
FICO	B	0.33%	0.4%	0.33%
FLEX	B	0.16%	0.1%	0.1%
FR	D	0.02%	0.05%	0.02%
GEHC	D	0.13%	0.26%	0.13%
GNTX	C	0.1%	0.05%	0.05%
GPC	D	0.09%	0.12%	0.09%
GWRE	A	0.21%	0.11%	0.11%
HD	B	0.46%	2.68%	0.46%
HLNE	B	0.07%	0.07%	0.07%
IBKR	A	0.03%	0.51%	0.03%
ISRG	A	0.02%	1.32%	0.02%
JBHT	C	0.02%	0.14%	0.02%
JKHY	D	0.03%	0.09%	0.03%
JNPR	D	0.04%	0.09%	0.04%
KLAC	F	0.29%	0.62%	0.29%
KMI	A	0.32%	0.41%	0.32%
KVUE	A	0.63%	0.31%	0.31%
LAMR	C	0.76%	0.09%	0.09%
LII	A	0.09%	0.16%	0.09%
LNG	A	0.19%	0.34%	0.19%
LOW	C	0.19%	1.03%	0.19%
MANH	D	0.21%	0.12%	0.12%
MLI	B	0.39%	0.07%	0.07%
MPWR	F	0.11%	0.21%	0.11%
MSCI	C	0.04%	0.32%	0.04%
MUSA	B	0.38%	0.08%	0.08%
NEE	C	0.22%	1.03%	0.22%
NET	B	0.02%	0.22%	0.02%
NNN	C	0.22%	0.05%	0.05%
NRG	B	0.1%	0.12%	0.1%
NTAP	C	0.58%	0.17%	0.17%
NTNX	B	0.07%	0.13%	0.07%
NWSA	A	0.2%	0.12%	0.12%
OC	A	0.11%	0.12%	0.11%
ODFL	C	0.05%	0.35%	0.05%
OGE	A	0.02%	0.06%	0.02%
OHI	C	0.31%	0.07%	0.07%
ORI	A	0.2%	0.07%	0.07%
OTIS	C	0.06%	0.25%	0.06%
PANW	B	0.16%	0.89%	0.16%
PAYX	B	0.05%	0.37%	0.05%
PEG	A	0.38%	0.28%	0.28%
PGR	A	0.32%	1.07%	0.32%
PKG	A	0.2%	0.15%	0.15%
PLTR	B	0.26%	0.93%	0.26%
QCOM	F	0.49%	1.3%	0.49%
REGN	F	0.03%	0.69%	0.03%
RHI	C	0.51%	0.05%	0.05%
RMD	C	0.27%	0.25%	0.25%
RPM	A	0.45%	0.12%	0.12%
SHW	B	0.46%	0.67%	0.46%
SNA	A	0.06%	0.13%	0.06%
SNOW	B	0.01%	0.29%	0.01%
SNPS	B	0.05%	0.6%	0.05%
SPG	A	0.33%	0.4%	0.33%
STAG	D	0.33%	0.05%	0.05%
STWD	C	0.47%	0.05%	0.05%
SWKS	F	0.05%	0.1%	0.05%
TER	F	0.08%	0.12%	0.08%
TRGP	A	0.13%	0.31%	0.13%
TSCO	D	0.17%	0.2%	0.17%
TXRH	B	0.49%	0.09%	0.09%
VLO	C	0.21%	0.31%	0.21%
VRSK	A	0.26%	0.28%	0.26%
WSM	C	0.09%	0.11%	0.09%
WST	C	0.35%	0.17%	0.17%
XOM	B	1.05%	3.7%	1.05%
YUM	D	0.55%	0.25%	0.25%
ZS	B	0.04%	0.22%	0.04%

HDUS Overweight 156 Positions Relative to PTL

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%
VZ	C	1.2%
PEP	F	1.18%
TXN	C	1.13%
MO	A	1.11%
ABBV	F	1.03%
LLY	F	0.93%
JPM	A	0.92%
CVX	A	0.92%
CMI	A	0.88%
UNH	B	0.79%
BMY	B	0.72%
IBM	C	0.71%
JHG	B	0.7%
ORCL	A	0.69%
WMT	A	0.69%
KNF	B	0.67%
CL	D	0.64%
COST	A	0.63%
BK	A	0.61%
NFLX	A	0.6%
CTSH	B	0.54%
DBX	B	0.54%
T	A	0.53%
TROW	B	0.53%
ABT	B	0.51%
GILD	C	0.5%
GLPI	C	0.48%
EA	A	0.48%
BKNG	A	0.48%
GDDY	A	0.47%
BRK.A	B	0.46%
CB	C	0.44%
KO	D	0.44%
IRM	C	0.43%
R	B	0.43%
MS	A	0.41%
MCO	B	0.41%
ACN	B	0.4%
AXS	A	0.4%
AMAT	F	0.39%
MCK	A	0.38%
HRB	D	0.38%
NXPI	D	0.37%
BAH	F	0.37%
CRM	B	0.36%
VRTX	D	0.36%
RDN	D	0.36%
RL	C	0.34%
RTX	D	0.32%
BSX	A	0.32%
LMT	D	0.32%
CSCO	B	0.31%
COP	C	0.3%
INGR	C	0.3%
DGX	A	0.29%
UBER	F	0.29%
MCD	D	0.29%
TRV	B	0.28%
OMC	C	0.28%
WFC	A	0.27%
SPGI	C	0.27%
MRK	D	0.26%
INTU	B	0.26%
FOXA	A	0.26%
EBAY	D	0.26%
TMUS	B	0.25%
FSS	B	0.25%
ETN	A	0.24%
NYT	D	0.23%
HSY	F	0.23%
KMB	C	0.23%
ALV	C	0.22%
MDT	D	0.22%
PRU	A	0.22%
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%
MPC	D	0.18%
NDAQ	A	0.18%
MMC	B	0.18%
NOW	A	0.18%
HUBS	A	0.17%
CDNS	B	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%
CBT	D	0.13%
HPQ	B	0.13%
BLK	B	0.13%
DUK	C	0.12%
PNC	B	0.12%
BR	A	0.12%
DKS	D	0.12%
GS	A	0.11%
ECL	D	0.11%
DRI	B	0.11%
VRNS	D	0.1%
ESI	B	0.1%
MTG	C	0.09%
WTW	B	0.09%
HCA	F	0.09%
DASH	B	0.09%
C	A	0.09%
CMG	B	0.09%
SYK	B	0.08%
DHR	F	0.08%
CROX	D	0.08%
SBUX	A	0.07%
IT	C	0.07%
AMD	F	0.07%
TJX	A	0.07%
BAC	A	0.07%
BBY	D	0.06%
KKR	A	0.06%
CHH	A	0.05%
FLO	D	0.05%
TFC	A	0.05%
INSP	D	0.04%
FNF	B	0.04%
RBLX	C	0.04%
TGT	F	0.04%
TPR	B	0.03%
MORN	B	0.03%
SMAR	B	0.03%
DELL	B	0.02%
CRUS	D	0.02%
GM	C	0.02%
PYPL	B	0.02%
TMDX	F	0.01%
OGN	F	0.01%
LKQ	F	0.01%
RYN	D	0.01%

HDUS Underweight 371 Positions Relative to PTL

Symbol	Grade	Weight
LIN	C	-1.5%
ADP	A	-0.88%
ANET	C	-0.85%
UPS	C	-0.75%
PLD	F	-0.74%
ELV	F	-0.69%
PH	A	-0.62%
ICE	C	-0.62%
WM	B	-0.61%
MRVL	B	-0.58%
GEV	B	-0.58%
WELL	A	-0.57%
FTNT	C	-0.51%
SCCO	F	-0.51%
CSX	C	-0.49%
ORLY	B	-0.49%
EMR	B	-0.49%
RSG	A	-0.46%
SLB	C	-0.45%
OKE	A	-0.45%
TTD	B	-0.45%
PCAR	B	-0.43%
NSC	B	-0.43%
MSTR	B	-0.43%
ROP	B	-0.42%
DLR	B	-0.41%
FCX	F	-0.4%
CEG	C	-0.4%
PSA	C	-0.4%
URI	C	-0.39%
MNST	C	-0.38%
CPRT	B	-0.38%
DHI	F	-0.38%
AZO	C	-0.36%
AIG	B	-0.34%
COR	B	-0.34%
OXY	D	-0.33%
FAST	B	-0.33%
NEM	D	-0.33%
CVNA	B	-0.33%
PWR	A	-0.32%
LEN	D	-0.32%
AME	A	-0.31%
PCG	A	-0.31%
VRT	B	-0.3%
CCI	C	-0.3%
BKR	A	-0.3%
CPNG	D	-0.3%
IR	B	-0.29%
VEEV	C	-0.28%
IQV	F	-0.28%
EW	C	-0.28%
DAL	B	-0.27%
MLM	C	-0.26%
VST	A	-0.26%
VMC	B	-0.26%
NUE	C	-0.25%
MCHP	F	-0.25%
SYY	D	-0.25%
IDXX	F	-0.25%
EXC	C	-0.25%
EFX	F	-0.24%
EXR	C	-0.24%
TTWO	A	-0.23%
ED	C	-0.23%
CSGP	D	-0.23%
FCNCA	A	-0.23%
TPL	A	-0.23%
OWL	A	-0.22%
BRO	B	-0.22%
RKT	F	-0.22%
DXCM	C	-0.22%
ANSS	B	-0.21%
WEC	A	-0.21%
ON	D	-0.21%
ETR	B	-0.21%
IOT	A	-0.2%
DECK	A	-0.19%
LYB	F	-0.19%
PHM	D	-0.19%
KEYS	A	-0.19%
NVR	D	-0.19%
HAL	C	-0.19%
DOV	A	-0.19%
TW	A	-0.19%
ADM	D	-0.18%
CDW	F	-0.18%
CPAY	A	-0.18%
VTR	B	-0.18%
MTD	F	-0.18%
AWK	C	-0.18%
TYL	B	-0.18%
RF	A	-0.17%
ROL	B	-0.17%
VLTO	C	-0.17%
DVN	F	-0.17%
IFF	D	-0.16%
MDB	B	-0.16%
TSN	B	-0.16%
SBAC	D	-0.16%
FE	C	-0.16%
WRB	A	-0.16%
AEE	A	-0.16%
GFS	C	-0.16%
HUBB	B	-0.16%
INVH	D	-0.15%
AFRM	A	-0.15%
STLD	B	-0.15%
TOST	B	-0.15%
WDC	D	-0.15%
BLDR	D	-0.15%
ES	C	-0.15%
ERIE	D	-0.15%
MKL	A	-0.15%
WSO	A	-0.15%
STE	D	-0.15%
WY	F	-0.15%
ATO	A	-0.15%
TKO	A	-0.14%
ARE	F	-0.14%
CMS	C	-0.14%
UI	B	-0.14%
IP	A	-0.14%
MKC	C	-0.14%
LH	B	-0.14%
L	A	-0.13%
CTRA	B	-0.13%
GEN	B	-0.13%
SSNC	B	-0.13%
HOLX	D	-0.13%
CNP	A	-0.13%
MOH	F	-0.13%
FSLR	F	-0.13%
XPO	B	-0.13%
MAA	B	-0.13%
PODD	C	-0.13%
ALGN	D	-0.12%
MRO	B	-0.12%
IEX	C	-0.12%
DG	F	-0.12%
SMMT	D	-0.12%
MAS	D	-0.12%
TRMB	B	-0.12%
UTHR	C	-0.12%
RS	B	-0.12%
J	D	-0.12%
RYAN	A	-0.12%
BAX	F	-0.12%
TOL	B	-0.11%
RGA	A	-0.11%
SAIA	B	-0.11%
COHR	B	-0.11%
INCY	C	-0.11%
RPRX	D	-0.11%
JEF	A	-0.11%
NI	A	-0.11%
CHWY	B	-0.11%
DT	D	-0.11%
FIX	A	-0.11%
THC	D	-0.11%
DOCU	B	-0.11%
WLK	D	-0.11%
EXPD	C	-0.11%
ENTG	D	-0.11%
BSY	F	-0.11%
SUI	C	-0.11%
USFD	A	-0.11%
REG	A	-0.1%
AGR	A	-0.1%
SN	D	-0.1%
JBL	C	-0.1%
SFM	A	-0.1%
EPAM	B	-0.1%
ELS	C	-0.1%
FFIV	B	-0.1%
DLTR	F	-0.1%
CW	C	-0.1%
AMH	C	-0.1%
CLH	C	-0.1%
UHS	D	-0.1%
EVRG	A	-0.1%
GGG	B	-0.1%
NDSN	B	-0.1%
CF	A	-0.1%
DOC	C	-0.1%
RVTY	F	-0.1%
UDR	B	-0.1%
EWBC	A	-0.1%
CASY	A	-0.1%
WPC	C	-0.09%
INSM	C	-0.09%
MEDP	D	-0.09%
TTEK	F	-0.09%
PCVX	D	-0.09%
SCI	B	-0.09%
PR	B	-0.09%
SOLV	D	-0.09%
BXP	C	-0.09%
UHAL	D	-0.09%
HLI	A	-0.09%
PFGC	B	-0.09%
DVA	C	-0.09%
CPT	B	-0.09%
EDR	A	-0.09%
CAG	F	-0.09%
HST	C	-0.09%
POOL	C	-0.09%
NBIX	C	-0.09%
SMCI	F	-0.09%
OKTA	C	-0.09%
PAYC	B	-0.09%
MTZ	B	-0.08%
APG	B	-0.08%
GMED	A	-0.08%
CCK	D	-0.08%
FHN	A	-0.08%
BLD	D	-0.08%
LBRDA	C	-0.08%
ALB	B	-0.08%
ATR	B	-0.08%
PPC	C	-0.08%
PCTY	C	-0.08%
OVV	B	-0.08%
LECO	C	-0.08%
LW	C	-0.08%
SF	B	-0.08%
RRX	B	-0.08%
ITT	A	-0.08%
AFG	A	-0.08%
KMX	B	-0.08%
REXR	F	-0.07%
FRT	B	-0.07%
CFLT	B	-0.07%
TPX	B	-0.07%
CIEN	C	-0.07%
AA	A	-0.07%
PEN	B	-0.07%
ITCI	C	-0.07%
UWMC	D	-0.07%
GME	C	-0.07%
EHC	B	-0.07%
AOS	F	-0.07%
CR	A	-0.07%
PNFP	B	-0.07%
WING	D	-0.07%
WMS	F	-0.07%
PRI	B	-0.07%
RVMD	C	-0.07%
GTLB	B	-0.07%
GL	C	-0.07%
PCOR	B	-0.07%
PNW	A	-0.07%
AIT	B	-0.07%
BWXT	B	-0.07%
WCC	B	-0.07%
AAON	B	-0.07%
WAL	B	-0.07%
MKTX	D	-0.07%
SEIC	B	-0.07%
BIO	C	-0.07%
GNRC	C	-0.07%
EXP	B	-0.07%
DOX	D	-0.07%
WBS	A	-0.07%
EXEL	B	-0.07%
PAG	B	-0.07%
FND	D	-0.07%
WTRG	B	-0.07%
KNSL	B	-0.07%
MKSI	C	-0.06%
VNO	C	-0.06%
RRC	B	-0.06%
PB	B	-0.06%
G	B	-0.06%
UFPI	C	-0.06%
FLR	B	-0.06%
CHE	D	-0.06%
TREX	C	-0.06%
OLED	F	-0.06%
HESM	B	-0.06%
RGEN	D	-0.06%
BRKR	D	-0.06%
PLNT	A	-0.06%
HQY	A	-0.06%
APA	D	-0.06%
FYBR	C	-0.06%
TTC	C	-0.06%
CRS	B	-0.06%
ONTO	F	-0.06%
APPF	B	-0.06%
DINO	D	-0.06%
SSB	B	-0.06%
ENPH	F	-0.06%
CNM	D	-0.06%
FOUR	A	-0.06%
BRX	A	-0.06%
AXTA	B	-0.06%
MHK	D	-0.06%
ENSG	C	-0.06%
SUM	B	-0.06%
MTSI	B	-0.06%
GPK	C	-0.06%
ROIV	C	-0.06%
WTFC	A	-0.06%
ZION	B	-0.06%
BRBR	A	-0.06%
KNX	C	-0.06%
KNTK	A	-0.06%
KBR	F	-0.06%
FBIN	D	-0.06%
RBC	A	-0.06%
AR	B	-0.06%
CFR	B	-0.06%
RGLD	C	-0.06%
S	B	-0.06%
LAD	A	-0.06%
COLD	D	-0.05%
AGCO	D	-0.05%
ELAN	D	-0.05%
LSTR	D	-0.05%
NUVL	C	-0.05%
DLB	B	-0.05%
CELH	F	-0.05%
MTH	D	-0.05%
AMKR	D	-0.05%
SITE	F	-0.05%
WTS	B	-0.05%
U	C	-0.05%
ATI	C	-0.05%
HCP	B	-0.05%
CGNX	D	-0.05%
SPSC	D	-0.05%
FCN	F	-0.05%
NPAB	F	-0.05%
VKTX	F	-0.05%
WFRD	D	-0.05%
WEX	D	-0.05%
PATH	C	-0.05%
WSC	F	-0.05%
MSA	F	-0.05%
AM	A	-0.05%
SAIC	F	-0.05%
MTN	C	-0.05%
LSCC	D	-0.05%
TMHC	C	-0.05%
BWA	D	-0.05%
INFA	D	-0.05%
MIDD	C	-0.05%
BOKF	B	-0.05%
LPX	B	-0.05%
GKOS	B	-0.05%
AUR	C	-0.05%
SSD	F	-0.05%
GAP	C	-0.05%
FRPT	A	-0.05%
BERY	C	-0.05%
KEX	B	-0.05%
RLI	A	-0.05%
JAZZ	B	-0.05%
LCID	F	-0.04%
IBP	D	-0.04%
LNTH	D	-0.04%
ESNT	F	-0.04%
TRNO	F	-0.04%
ARW	D	-0.04%
POST	C	-0.04%
QRVO	F	-0.04%
SATS	D	-0.04%
BFAM	D	-0.04%
AN	C	-0.04%
ACHC	F	-0.03%