HDUS vs. RAFE ETF Comparison
Comparison of Hartford Disciplined US Equity ETF (HDUS) to PIMCO RAFI ESG U.S. ETF (RAFE)
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
RAFE
PIMCO RAFI ESG U.S. ETF
RAFE Description
The investment seeks to provide total return that closely corresponds, before fees and expenses, to the total return of the RAFI ESG US Index. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its total assets in the component securities of the RAFI ESG US Index. The underlying index is constructed by RAFI Indices, LLC using a rules-based approach within publicly traded U.S. equities to create an integrated ESG strategy which overweights companies that rate well across various ESG themes and excludes companies with a major involvement in industries such as tobacco, gaming, weapons and fossil fuels.Grade (RS Rating)
Last Trade
$37.82
Average Daily Volume
12,485
Number of Holdings
*
238
* may have additional holdings in another (foreign) market
Performance
| Period | HDUS | RAFE |
|---|---|---|
| 30 Days | 3.75% | 1.92% |
| 60 Days | 5.23% | 3.06% |
| 90 Days | 7.06% | 4.90% |
| 12 Months | 31.94% | 24.12% |
103 Overlapping Holdings
| Symbol | Grade | Weight in HDUS | Weight in RAFE | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 5.07% | 6.52% | 5.07% | |
| ABBV | D | 1.03% | 1.53% | 1.03% | |
| ABT | B | 0.51% | 1.18% | 0.51% | |
| ACN | C | 0.4% | 0.97% | 0.4% | |
| ADBE | C | 0.14% | 0.63% | 0.14% | |
| AMAT | F | 0.39% | 0.81% | 0.39% | |
| AMD | F | 0.07% | 0.06% | 0.06% | |
| AMGN | D | 0.2% | 1.08% | 0.2% | |
| AVB | B | 0.14% | 0.16% | 0.14% | |
| AVGO | D | 1.31% | 1.26% | 1.26% | |
| AXP | A | 0.19% | 0.63% | 0.19% | |
| BAC | A | 0.07% | 0.86% | 0.07% | |
| BBY | D | 0.06% | 0.5% | 0.06% | |
| BK | A | 0.61% | 0.19% | 0.19% | |
| BLK | C | 0.13% | 0.71% | 0.13% | |
| BMY | B | 0.72% | 1.97% | 0.72% | |
| BSX | B | 0.32% | 0.11% | 0.11% | |
| C | A | 0.09% | 3.25% | 0.09% | |
| CDNS | B | 0.16% | 0.13% | 0.13% | |
| CL | D | 0.64% | 0.37% | 0.37% | |
| CMI | A | 0.88% | 0.21% | 0.21% | |
| CPB | D | 0.07% | 0.05% | 0.05% | |
| CRM | B | 0.36% | 0.58% | 0.36% | |
| CSCO | B | 0.31% | 2.94% | 0.31% | |
| CTSH | B | 0.54% | 0.18% | 0.18% | |
| DELL | C | 0.02% | 0.13% | 0.02% | |
| DGX | A | 0.29% | 0.07% | 0.07% | |
| DHR | F | 0.08% | 0.46% | 0.08% | |
| EA | A | 0.48% | 0.31% | 0.31% | |
| EBAY | D | 0.26% | 0.41% | 0.26% | |
| ECL | D | 0.11% | 0.26% | 0.11% | |
| EIX | B | 0.14% | 0.25% | 0.14% | |
| EQR | B | 0.08% | 0.16% | 0.08% | |
| ESS | B | 0.23% | 0.05% | 0.05% | |
| FDX | B | 0.25% | 0.45% | 0.25% | |
| FLEX | A | 0.16% | 0.04% | 0.04% | |
| FOXA | B | 0.26% | 0.19% | 0.19% | |
| GEHC | F | 0.13% | 0.27% | 0.13% | |
| GILD | C | 0.5% | 0.99% | 0.5% | |
| GM | B | 0.02% | 2.16% | 0.02% | |
| GPC | D | 0.09% | 0.08% | 0.08% | |
| GS | A | 0.11% | 0.98% | 0.11% | |
| HCA | F | 0.09% | 0.09% | 0.09% | |
| HD | A | 0.46% | 1.77% | 0.46% | |
| HPQ | B | 0.13% | 0.72% | 0.13% | |
| HSY | F | 0.23% | 0.06% | 0.06% | |
| IBM | C | 0.71% | 1.81% | 0.71% | |
| IRM | D | 0.43% | 0.19% | 0.19% | |
| ISRG | A | 0.02% | 0.14% | 0.02% | |
| JNJ | D | 1.49% | 3.18% | 1.49% | |
| JNPR | F | 0.04% | 0.19% | 0.04% | |
| JPM | A | 0.92% | 4.09% | 0.92% | |
| KLAC | D | 0.29% | 0.21% | 0.21% | |
| KMB | D | 0.23% | 0.3% | 0.23% | |
| KO | D | 0.44% | 0.98% | 0.44% | |
| LKQ | D | 0.01% | 0.09% | 0.01% | |
| LLY | F | 0.93% | 0.67% | 0.67% | |
| LOW | D | 0.19% | 1.14% | 0.19% | |
| LRCX | F | 0.16% | 0.5% | 0.16% | |
| MCK | B | 0.38% | 0.43% | 0.38% | |
| MCO | B | 0.41% | 0.16% | 0.16% | |
| META | D | 1.88% | 1.2% | 1.2% | |
| MMM | D | 0.16% | 1.07% | 0.16% | |
| MRK | F | 0.26% | 1.69% | 0.26% | |
| MSFT | F | 5.41% | 5.72% | 5.41% | |
| MSI | B | 0.16% | 0.21% | 0.16% | |
| NDAQ | A | 0.18% | 0.07% | 0.07% | |
| NFLX | A | 0.6% | 0.09% | 0.09% | |
| NTAP | C | 0.58% | 0.29% | 0.29% | |
| NVDA | C | 6.03% | 1.12% | 1.12% | |
| NWSA | B | 0.2% | 0.07% | 0.07% | |
| OC | A | 0.11% | 0.22% | 0.11% | |
| OGN | D | 0.01% | 0.04% | 0.01% | |
| OMC | C | 0.28% | 0.14% | 0.14% | |
| ORCL | B | 0.69% | 1.68% | 0.69% | |
| OTIS | C | 0.06% | 0.12% | 0.06% | |
| PAYX | C | 0.05% | 0.11% | 0.05% | |
| PEP | F | 1.18% | 0.28% | 0.28% | |
| PFE | D | 0.19% | 2.32% | 0.19% | |
| PGR | A | 0.32% | 0.25% | 0.25% | |
| PKG | A | 0.2% | 0.15% | 0.15% | |
| PRU | A | 0.22% | 0.51% | 0.22% | |
| PYPL | B | 0.02% | 0.62% | 0.02% | |
| QCOM | F | 0.49% | 1.6% | 0.49% | |
| SHW | A | 0.46% | 0.15% | 0.15% | |
| SNPS | B | 0.05% | 0.08% | 0.05% | |
| SPGI | C | 0.27% | 0.1% | 0.1% | |
| STT | A | 0.15% | 0.26% | 0.15% | |
| SYK | C | 0.08% | 0.12% | 0.08% | |
| T | A | 0.53% | 2.41% | 0.53% | |
| TER | D | 0.08% | 0.09% | 0.08% | |
| TGT | F | 0.04% | 1.18% | 0.04% | |
| TJX | A | 0.07% | 0.49% | 0.07% | |
| TMUS | B | 0.25% | 0.46% | 0.25% | |
| TPR | B | 0.03% | 0.16% | 0.03% | |
| TROW | B | 0.53% | 0.12% | 0.12% | |
| TSCO | D | 0.17% | 0.11% | 0.11% | |
| TSLA | B | 1.36% | 0.49% | 0.49% | |
| TXN | C | 1.13% | 0.83% | 0.83% | |
| UNH | C | 0.79% | 0.58% | 0.58% | |
| VZ | C | 1.2% | 1.69% | 1.2% | |
| WFC | A | 0.27% | 2.82% | 0.27% | |
| ZTS | D | 0.14% | 0.14% | 0.14% |
HDUS Overweight 160 Positions Relative to RAFE
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | C | 3.92% | |
| AMZN | C | 3.51% | |
| MO | A | 1.11% | |
| XOM | B | 1.05% | |
| CVX | A | 0.92% | |
| LAMR | D | 0.76% | |
| JHG | A | 0.7% | |
| WMT | A | 0.69% | |
| KNF | A | 0.67% | |
| CBOE | B | 0.64% | |
| COST | B | 0.63% | |
| KVUE | A | 0.63% | |
| CTAS | B | 0.62% | |
| ALSN | B | 0.6% | |
| EME | C | 0.57% | |
| YUM | B | 0.55% | |
| DBX | B | 0.54% | |
| RHI | B | 0.51% | |
| TXRH | C | 0.49% | |
| GLPI | C | 0.48% | |
| BKNG | A | 0.48% | |
| GDDY | A | 0.47% | |
| STWD | C | 0.47% | |
| APH | A | 0.46% | |
| BRK.A | B | 0.46% | |
| RPM | A | 0.45% | |
| CB | C | 0.44% | |
| R | B | 0.43% | |
| EOG | A | 0.43% | |
| MS | A | 0.41% | |
| AXS | A | 0.4% | |
| MLI | C | 0.39% | |
| PEG | A | 0.38% | |
| MUSA | A | 0.38% | |
| HRB | D | 0.38% | |
| NXPI | D | 0.37% | |
| BAH | F | 0.37% | |
| VRTX | F | 0.36% | |
| 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% | |
| KMI | A | 0.32% | |
| LMT | D | 0.32% | |
| OHI | C | 0.31% | |
| CHRW | C | 0.3% | |
| COP | C | 0.3% | |
| INGR | B | 0.3% | |
| UBER | D | 0.29% | |
| MCD | D | 0.29% | |
| TRV | B | 0.28% | |
| AFL | B | 0.28% | |
| CRBG | B | 0.28% | |
| RMD | C | 0.27% | |
| PLTR | B | 0.26% | |
| BG | F | 0.26% | |
| INTU | C | 0.26% | |
| VRSK | A | 0.26% | |
| FSS | B | 0.25% | |
| ETN | A | 0.24% | |
| NYT | C | 0.23% | |
| CAT | B | 0.23% | |
| CHRD | D | 0.23% | |
| ALV | C | 0.22% | |
| MDT | D | 0.22% | |
| NEE | D | 0.22% | |
| NNN | D | 0.22% | |
| FANG | D | 0.22% | |
| VLO | C | 0.21% | |
| APP | B | 0.21% | |
| MANH | D | 0.21% | |
| WMB | A | 0.21% | |
| ABNB | C | 0.21% | |
| GWRE | A | 0.21% | |
| ALTR | B | 0.21% | |
| CRWD | B | 0.2% | |
| SO | D | 0.2% | |
| ORI | A | 0.2% | |
| LNG | B | 0.19% | |
| MPC | D | 0.18% | |
| MMC | B | 0.18% | |
| NOW | A | 0.18% | |
| BJ | A | 0.17% | |
| HUBS | A | 0.17% | |
| PANW | C | 0.16% | |
| ACI | C | 0.16% | |
| TMO | F | 0.16% | |
| GE | D | 0.15% | |
| GD | F | 0.15% | |
| DY | D | 0.14% | |
| TT | A | 0.14% | |
| CSWI | A | 0.14% | |
| GLW | B | 0.13% | |
| TRGP | B | 0.13% | |
| CBT | C | 0.13% | |
| DDOG | A | 0.13% | |
| DUK | C | 0.12% | |
| PNC | B | 0.12% | |
| BR | A | 0.12% | |
| DKS | C | 0.12% | |
| MPWR | F | 0.11% | |
| COKE | C | 0.11% | |
| DRI | B | 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% | |
| DASH | A | 0.09% | |
| WSM | B | 0.09% | |
| LII | A | 0.09% | |
| CMG | B | 0.09% | |
| CUBE | D | 0.08% | |
| CROX | D | 0.08% | |
| HLNE | B | 0.07% | |
| SBUX | A | 0.07% | |
| DTE | C | 0.07% | |
| IT | C | 0.07% | |
| NTNX | A | 0.07% | |
| SNA | A | 0.06% | |
| KKR | A | 0.06% | |
| ODFL | B | 0.05% | |
| ESTC | C | 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% | |
| DTM | B | 0.04% | |
| FNF | B | 0.04% | |
| CACI | D | 0.04% | |
| RBLX | C | 0.04% | |
| ZS | C | 0.04% | |
| AYI | B | 0.04% | |
| MSCI | C | 0.04% | |
| EVR | B | 0.03% | |
| IBKR | A | 0.03% | |
| REGN | F | 0.03% | |
| MORN | B | 0.03% | |
| JKHY | D | 0.03% | |
| CSL | C | 0.03% | |
| SMAR | A | 0.03% | |
| JBHT | C | 0.02% | |
| CRUS | D | 0.02% | |
| NET | B | 0.02% | |
| FR | C | 0.02% | |
| OGE | B | 0.02% | |
| SNOW | C | 0.01% | |
| TMDX | F | 0.01% | |
| CINF | A | 0.01% | |
| RYN | D | 0.01% | |
| EGP | F | 0.01% |
HDUS Underweight 135 Positions Relative to RAFE
| Symbol | Grade | Weight | |
|---|---|---|---|
| INTC | D | -2.85% | |
| PG | A | -2.84% | |
| CMCSA | B | -1.55% | |
| CI | F | -1.3% | |
| DIS | B | -1.2% | |
| F | C | -1.14% | |
| LIN | D | -1.12% | |
| V | A | -1.09% | |
| MU | D | -0.95% | |
| ELV | F | -0.89% | |
| MA | C | -0.79% | |
| HPE | B | -0.7% | |
| MET | A | -0.7% | |
| DD | D | -0.59% | |
| ALL | A | -0.58% | |
| JCI | C | -0.55% | |
| UPS | C | -0.54% | |
| DE | A | -0.54% | |
| DOW | F | -0.5% | |
| NKE | D | -0.48% | |
| NEM | D | -0.46% | |
| ADP | B | -0.45% | |
| WM | A | -0.44% | |
| IP | B | -0.43% | |
| APD | A | -0.42% | |
| HUM | C | -0.41% | |
| CVS | D | -0.4% | |
| WDC | D | -0.37% | |
| ADI | D | -0.37% | |
| CARR | D | -0.37% | |
| CBRE | B | -0.37% | |
| FIS | C | -0.36% | |
| WELL | A | -0.33% | |
| ADM | D | -0.33% | |
| GIS | D | -0.32% | |
| BDX | F | -0.32% | |
| ITW | B | -0.31% | |
| MDLZ | F | -0.29% | |
| CAH | B | -0.29% | |
| MAR | B | -0.28% | |
| FI | A | -0.28% | |
| HIG | B | -0.27% | |
| BIIB | F | -0.27% | |
| CCI | D | -0.27% | |
| WY | D | -0.26% | |
| AMP | A | -0.25% | |
| SYY | B | -0.24% | |
| EQIX | A | -0.24% | |
| VTR | C | -0.23% | |
| LUMN | C | -0.21% | |
| WHR | B | -0.21% | |
| JLL | D | -0.21% | |
| PFG | D | -0.2% | |
| PARA | C | -0.2% | |
| KHC | F | -0.2% | |
| PPG | F | -0.2% | |
| LH | C | -0.19% | |
| MOS | F | -0.19% | |
| AMT | D | -0.19% | |
| K | A | -0.18% | |
| BAX | D | -0.18% | |
| VFC | C | -0.18% | |
| DVA | B | -0.17% | |
| GWW | B | -0.17% | |
| CF | B | -0.16% | |
| BALL | D | -0.16% | |
| EW | C | -0.16% | |
| ARW | D | -0.15% | |
| DG | F | -0.15% | |
| HLT | A | -0.15% | |
| A | D | -0.15% | |
| KDP | D | -0.14% | |
| AWK | D | -0.14% | |
| KSS | F | -0.14% | |
| FAST | B | -0.13% | |
| FITB | A | -0.13% | |
| CNC | D | -0.13% | |
| MRVL | B | -0.13% | |
| COR | B | -0.13% | |
| EL | F | -0.12% | |
| IFF | D | -0.12% | |
| HOLX | D | -0.11% | |
| WAT | B | -0.11% | |
| HST | C | -0.11% | |
| SWK | D | -0.11% | |
| GAP | C | -0.11% | |
| PVH | C | -0.11% | |
| ON | D | -0.1% | |
| KEYS | A | -0.1% | |
| WAB | B | -0.09% | |
| SOLV | C | -0.09% | |
| WBA | F | -0.09% | |
| VTRS | A | -0.09% | |
| AVT | C | -0.09% | |
| SJM | D | -0.09% | |
| USFD | A | -0.09% | |
| CDW | F | -0.09% | |
| ILMN | D | -0.08% | |
| PLD | D | -0.08% | |
| LNC | B | -0.08% | |
| DOX | D | -0.08% | |
| LEA | D | -0.08% | |
| DXC | B | -0.07% | |
| KIM | A | -0.07% | |
| CHD | B | -0.07% | |
| HUN | F | -0.07% | |
| CAG | D | -0.07% | |
| AKAM | D | -0.07% | |
| TSN | B | -0.07% | |
| MAA | B | -0.07% | |
| NTRS | A | -0.07% | |
| DOV | A | -0.06% | |
| KD | B | -0.06% | |
| HSIC | B | -0.06% | |
| EQH | B | -0.06% | |
| GT | C | -0.06% | |
| MCHP | D | -0.06% | |
| MHK | D | -0.05% | |
| XRX | F | -0.05% | |
| HAS | D | -0.05% | |
| CTVA | C | -0.05% | |
| FL | F | -0.05% | |
| ORLY | B | -0.05% | |
| ROK | B | -0.05% | |
| AAP | C | -0.04% | |
| WU | D | -0.04% | |
| GEN | B | -0.04% | |
| AGCO | D | -0.04% | |
| NWL | B | -0.04% | |
| RSG | A | -0.04% | |
| MAN | D | -0.03% | |
| M | D | -0.03% | |
| O | D | -0.02% | |
| ANET | C | -0.02% | |
| HRL | D | -0.01% |
HDUS: Top Represented Industries & Keywords
Industries:
Software - Application
Software - Infrastructure
Semiconductors
Specialty Retail
Asset Management
Business Services
Drug Manufacturers - Major
Capital Markets
Medical Devices
Restaurants
Utilities - Regulated Electric
Diversified Industrials
Information Technology Services
Insurance - Property & Casualty
Oil & Gas Midstream
Specialty Chemicals
Auto Parts
Banks - Global
Oil & Gas E&P
REIT - Industrial
RAFE: Top Represented Industries & Keywords
Industries:
Semiconductors
Drug Manufacturers - Major
Information Technology Services
Packaged Foods
Asset Management
Diagnostics & Research
Health Care Plans
Household & Personal Products
Software - Application
Specialty Retail
Business Services
Credit Services
Diversified Industrials
Specialty Chemicals
Telecom Services
Banks - Global
Chemicals
Communication Equipment
Insurance - Life
Medical Devices
Keywords:
S&P 500
Nasdaq 100
Dow Jones Component
Computing
Insurance
Semiconductor
Medicine
Telecommunications
Integrated Circuits
Mobile Devices
Real Estate Investment Trust
Cloud Computing
Department Store
Information And Communications Technology
Bank
Disease
Electronics
Pharmaceutical Products
Aerospace
Banking
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