HDUS vs. SCHG ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to Schwab U.S. Large-Cap Growth ETF (SCHG)

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

$55.58

Average Daily Volume

3,193

Number of Holdings ^*

262

* may have additional holdings in another (foreign) market

SCHG

Schwab U.S. Large-Cap Growth ETF

SCHG Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "growth" based on a number of factors. The index is a float-adjusted market capitalization weighted index.

Grade (RS Rating)

Last Trade

$26.15

Average Daily Volume

4,216,148

Number of Holdings ^*

222

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	SCHG
30 Days	0.70%	1.71%
60 Days	1.97%	3.03%
90 Days	7.63%	9.12%
12 Months	32.94%	41.95%

72 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in SCHG	Overlap
AAPL	C	5.27%	12.45%	5.27%
ABNB	B	0.22%	0.21%	0.21%
ACN	C	0.42%	0.83%	0.42%
ADBE	F	0.13%	0.78%	0.13%
AMD	F	0.08%	0.89%	0.08%
AMZN	A	3.19%	6.18%	3.19%
APP	B	0.11%	0.11%	0.11%
AVGO	B	1.43%	2.98%	1.43%
BKNG	A	0.44%	0.52%	0.44%
CACI	A	0.04%	0.04%	0.04%
CDNS	C	0.14%	0.25%	0.14%
CMG	B	0.09%	0.28%	0.09%
COIN	C	0.04%	0.15%	0.04%
COKE	D	0.12%	0.03%	0.03%
COST	D	0.62%	1.39%	0.62%
CRM	A	0.32%	1.0%	0.32%
CRWD	C	0.18%	0.25%	0.18%
CSL	C	0.03%	0.08%	0.03%
DASH	A	0.08%	0.18%	0.08%
DDOG	B	0.13%	0.14%	0.13%
DELL	A	0.02%	0.13%	0.02%
DHR	D	0.1%	0.62%	0.1%
EME	A	0.53%	0.07%	0.07%
ESTC	D	0.05%	0.02%	0.02%
FICO	B	0.3%	0.18%	0.18%
GDDY	A	0.43%	0.08%	0.08%
GE	D	0.16%	0.74%	0.16%
GOOGL	A	3.72%	3.36%	3.36%
HUBS	B	0.14%	0.1%	0.1%
IBKR	A	0.02%	0.06%	0.02%
INTU	D	0.23%	0.6%	0.23%
ISRG	B	0.02%	0.6%	0.02%
IT	C	0.07%	0.14%	0.07%
JBHT	A	0.02%	0.05%	0.02%
KLAC	F	0.31%	0.32%	0.31%
LII	B	0.09%	0.07%	0.07%
LLY	F	1.11%	2.55%	1.11%
LNG	A	0.17%	0.15%	0.15%
LRCX	F	0.16%	0.34%	0.16%
MCK	C	0.32%	0.23%	0.23%
MCO	D	0.43%	0.27%	0.27%
META	B	1.92%	4.45%	1.92%
MPWR	F	0.18%	0.16%	0.16%
MSCI	C	0.05%	0.17%	0.05%
MSFT	D	5.41%	10.93%	5.41%
MUSA	C	0.35%	0.03%	0.03%
NET	B	0.02%	0.1%	0.02%
NFLX	B	0.5%	1.04%	0.5%
NOW	A	0.17%	0.67%	0.17%
NVDA	B	5.76%	11.88%	5.76%
ODFL	A	0.04%	0.13%	0.04%
PANW	B	0.15%	0.43%	0.15%
PGR	D	0.32%	0.52%	0.32%
PLTR	B	0.19%	0.3%	0.19%
RBLX	A	0.03%	0.07%	0.03%
REGN	F	0.04%	0.37%	0.04%
RMD	A	0.29%	0.12%	0.12%
SHW	D	0.47%	0.32%	0.32%
SNOW	C	0.01%	0.14%	0.01%
SNPS	B	0.04%	0.27%	0.04%
SPGI	D	0.28%	0.59%	0.28%
TMO	D	0.18%	0.81%	0.18%
TMUS	B	0.24%	0.38%	0.24%
TRGP	A	0.11%	0.13%	0.11%
TSLA	A	0.99%	2.16%	0.99%
TXRH	A	0.46%	0.04%	0.04%
UBER	C	0.33%	0.59%	0.33%
UNH	C	0.77%	1.85%	0.77%
VRTX	D	0.38%	0.45%	0.38%
WST	B	0.31%	0.07%	0.07%
ZS	C	0.04%	0.06%	0.04%
ZTS	D	0.16%	0.31%	0.16%

HDUS Overweight 190 Positions Relative to SCHG

Symbol	Grade	Weight
JNJ	D	1.65%
VZ	D	1.32%
PEP	D	1.27%
ABBV	A	1.17%
TXN	A	1.11%
XOM	C	1.07%
MO	A	1.02%
CVX	A	0.88%
JPM	A	0.87%
LAMR	B	0.84%
CMI	B	0.83%
IBM	C	0.81%
CL	F	0.73%
CBOE	B	0.69%
KNF	A	0.68%
BMY	A	0.67%
WMT	A	0.67%
ORCL	B	0.66%
NTAP	D	0.64%
JHG	A	0.64%
BK	B	0.62%
CTAS	B	0.62%
KVUE	B	0.59%
YUM	D	0.55%
ABT	A	0.54%
ALSN	A	0.53%
QCOM	D	0.53%
T	A	0.53%
DBX	A	0.53%
CTSH	D	0.53%
GLPI	D	0.52%
KO	D	0.51%
TROW	A	0.51%
STWD	D	0.5%
GILD	A	0.49%
IRM	B	0.49%
HD	B	0.48%
RHI	C	0.47%
BRK.A	D	0.47%
CB	C	0.47%
RPM	B	0.45%
APH	B	0.44%
EA	A	0.44%
EOG	D	0.42%
BAH	A	0.41%
HRB	D	0.41%
PEG	B	0.4%
R	A	0.4%
AXS	C	0.4%
NXPI	C	0.39%
AMAT	F	0.39%
AGNC	D	0.38%
MS	B	0.38%
RDN	F	0.38%
LMT	D	0.37%
STAG	D	0.36%
ADC	C	0.35%
RL	B	0.34%
RTX	C	0.34%
SPG	C	0.33%
MLI	A	0.33%
DCI	B	0.33%
BSX	C	0.32%
OHI	B	0.32%
KMI	B	0.31%
CSCO	B	0.31%
MCD	C	0.31%
MRK	F	0.3%
AFL	D	0.3%
CHRW	C	0.3%
CRBG	B	0.3%
BG	F	0.29%
OMC	B	0.29%
COP	D	0.29%
TRV	B	0.29%
INGR	C	0.28%
DGX	B	0.28%
EBAY	D	0.28%
FSS	F	0.27%
KMB	D	0.26%
NNN	D	0.26%
NEE	D	0.25%
VRSK	B	0.25%
NYT	A	0.24%
MANH	D	0.24%
CHRD	F	0.24%
FDX	C	0.24%
CAT	B	0.24%
FOXA	B	0.24%
HSY	F	0.24%
WFC	B	0.24%
AMGN	C	0.23%
ESS	D	0.23%
FANG	F	0.23%
PRU	B	0.23%
MDT	B	0.23%
ETN	B	0.23%
SO	C	0.22%
PFE	D	0.22%
VLO	F	0.21%
LOW	B	0.21%
ALV	F	0.21%
GWRE	B	0.21%
ORI	D	0.2%
WMB	B	0.2%
ALTR	B	0.2%
PKG	A	0.19%
NWSA	A	0.19%
MMC	D	0.19%
AXP	A	0.19%
NDAQ	B	0.18%
TSCO	D	0.18%
MPC	F	0.18%
MMM	D	0.17%
BJ	A	0.17%
ACI	C	0.16%
FLEX	A	0.16%
GD	C	0.16%
MSI	B	0.16%
STT	A	0.15%
EIX	D	0.15%
DY	C	0.15%
DKS	F	0.14%
CBT	B	0.14%
AVB	C	0.14%
TT	C	0.14%
CSWI	B	0.14%
GEHC	D	0.14%
GLW	A	0.13%
DUK	C	0.13%
HPQ	B	0.13%
ECL	C	0.12%
CROX	F	0.12%
BR	C	0.12%
HCA	D	0.11%
GPC	F	0.11%
VRNS	D	0.11%
PNC	B	0.11%
DRI	C	0.11%
GNTX	B	0.1%
NRG	B	0.1%
GS	B	0.1%
WSM	F	0.1%
OC	B	0.1%
C	A	0.09%
ESI	A	0.09%
TER	F	0.09%
MTG	D	0.09%
SYK	A	0.08%
CPB	D	0.08%
WTW	A	0.08%
EQR	D	0.08%
CUBE	D	0.08%
SWKS	F	0.07%
NTNX	B	0.07%
BAC	B	0.07%
TJX	D	0.07%
DTE	C	0.07%
OTIS	B	0.06%
BBY	D	0.06%
HLNE	A	0.06%
SBUX	A	0.06%
JNPR	A	0.05%
PAYX	B	0.05%
CHH	A	0.05%
TFC	C	0.05%
SNA	A	0.05%
KKR	B	0.05%
FLO	F	0.05%
SMAR	A	0.04%
FNF	C	0.04%
AYI	A	0.04%
INSP	D	0.04%
TGT	D	0.04%
EVR	A	0.03%
MORN	B	0.03%
DTM	A	0.03%
JKHY	A	0.03%
OGN	D	0.02%
EGP	D	0.02%
RYN	C	0.02%
GM	B	0.02%
TMDX	F	0.02%
PYPL	B	0.02%
CRUS	F	0.02%
TPR	A	0.02%
OGE	C	0.02%
FR	D	0.02%
CINF	B	0.01%
LKQ	F	0.01%

HDUS Underweight 150 Positions Relative to SCHG

Symbol	Grade	Weight
GOOG	A	-2.78%
V	A	-1.71%
MA	B	-1.5%
LIN	C	-0.82%
FI	A	-0.4%
ANET	B	-0.37%
ELV	F	-0.36%
EQIX	B	-0.3%
CEG	B	-0.3%
PH	A	-0.29%
TDG	C	-0.28%
GEV	A	-0.26%
ORLY	C	-0.25%
MRVL	A	-0.24%
APO	B	-0.23%
MAR	B	-0.22%
ADSK	B	-0.22%
HLT	A	-0.21%
ROP	D	-0.21%
URI	B	-0.2%
TTD	B	-0.19%
AZO	D	-0.19%
GWW	A	-0.18%
FTNT	B	-0.18%
WDAY	F	-0.18%
CPRT	D	-0.17%
EW	D	-0.15%
FLUT	A	-0.15%
VRT	B	-0.15%
HES	B	-0.14%
IQV	F	-0.14%
CTVA	A	-0.14%
SQ	B	-0.14%
BKR	A	-0.13%
STZ	F	-0.13%
IDXX	F	-0.13%
ALNY	C	-0.13%
LULU	C	-0.12%
MSTR	B	-0.12%
VMC	A	-0.12%
EFX	D	-0.12%
MLM	A	-0.12%
NVR	D	-0.11%
TEAM	A	-0.11%
AXON	B	-0.11%
CHTR	B	-0.11%
HUM	F	-0.11%
CSGP	F	-0.11%
VEEV	B	-0.11%
DXCM	C	-0.1%
ANSS	C	-0.1%
MTD	D	-0.1%
SMCI	F	-0.09%
CPAY	B	-0.09%
DECK	B	-0.09%
FCNCA	C	-0.09%
TYL	A	-0.09%
TTWO	A	-0.09%
HEI	D	-0.09%
SBAC	D	-0.09%
FSLR	C	-0.08%
CVNA	A	-0.08%
PTC	B	-0.08%
BLDR	F	-0.08%
ILMN	A	-0.08%
ZM	A	-0.07%
MRNA	F	-0.07%
HOOD	B	-0.07%
LPLA	A	-0.07%
MDB	F	-0.07%
PINS	C	-0.07%
TPL	A	-0.07%
MKL	D	-0.07%
WAT	A	-0.07%
TDY	B	-0.07%
COHR	B	-0.06%
DT	B	-0.06%
PODD	A	-0.06%
EG	F	-0.06%
AVTR	F	-0.06%
MOH	D	-0.06%
WBD	C	-0.06%
PSTG	D	-0.06%
ULTA	C	-0.06%
FDS	B	-0.06%
LYV	A	-0.06%
DKNG	F	-0.06%
INSM	D	-0.05%
EXAS	A	-0.05%
CLH	C	-0.05%
PFGC	B	-0.05%
BMRN	F	-0.05%
POOL	B	-0.05%
CASY	A	-0.05%
RVTY	C	-0.05%
RNR	C	-0.05%
FIX	B	-0.05%
DOCU	A	-0.05%
DPZ	B	-0.05%
NTRA	B	-0.05%
ALGN	F	-0.05%
TW	B	-0.05%
ROKU	D	-0.04%
GNRC	A	-0.04%
DAY	A	-0.04%
CRL	F	-0.04%
CHDN	B	-0.04%
LBRDK	A	-0.04%
KNSL	F	-0.04%
CTLT	D	-0.04%
WING	F	-0.04%
WMS	F	-0.04%
TWLO	A	-0.04%
FTI	B	-0.04%
EPAM	F	-0.04%
FND	D	-0.04%
SFM	A	-0.04%
SRPT	D	-0.04%
SAIA	A	-0.04%
TOST	A	-0.04%
NBIX	C	-0.04%
OKTA	D	-0.04%
OWL	B	-0.04%
BLD	F	-0.04%
ENPH	F	-0.04%
RRC	D	-0.03%
RIVN	F	-0.03%
PCTY	A	-0.03%
RGEN	D	-0.03%
PEN	A	-0.03%
PAYC	A	-0.03%
TKO	D	-0.03%
MEDP	F	-0.03%
CNM	D	-0.03%
OLED	F	-0.03%
CHE	F	-0.03%
QRVO	F	-0.03%
CELH	F	-0.02%
PSN	A	-0.02%
ROIV	D	-0.02%
PATH	C	-0.02%
ETSY	D	-0.02%
NOV	F	-0.02%
U	C	-0.02%
CLF	C	-0.02%
BIO	A	-0.02%
PCOR	B	-0.02%
WSC	F	-0.02%
TREX	B	-0.02%
RCM	A	-0.01%