HDUS vs. SCHZ ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to Schwab US Aggregate Bond ETF (SCHZ)

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

SCHZ

Schwab US Aggregate Bond ETF

SCHZ Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Barclays U.S. Aggregate Bond IndexSM. The fund invests at least 90% of its net assets in securities included in the index. The index is a broad based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

Grade (RS Rating)

Last Trade

$22.93

Average Daily Volume

1,158,885

Number of Holdings ^*

539

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	SCHZ
30 Days	3.75%	-0.56%
60 Days	5.23%	-3.03%
90 Days	7.06%	-2.12%
12 Months	31.94%	6.08%

164 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in SCHZ	Overlap
AAPL	C	5.07%	0.0%	0.0%
ABBV	D	1.03%	0.0%	0.0%
ABT	B	0.51%	0.0%	0.0%
ADBE	C	0.14%	0.0%	0.0%
ADC	B	0.34%	0.0%	0.0%
AFL	B	0.28%	0.0%	0.0%
AMAT	F	0.39%	0.0%	0.0%
AMGN	D	0.2%	0.0%	0.0%
AMZN	C	3.51%	0.0%	0.0%
APH	A	0.46%	0.0%	0.0%
AVB	B	0.14%	0.0%	0.0%
AVGO	D	1.31%	0.0%	0.0%
AXP	A	0.19%	0.0%	0.0%
AXS	A	0.4%	0.0%	0.0%
AYI	B	0.04%	0.0%	0.0%
BAC	A	0.07%	0.0%	0.0%
BBY	D	0.06%	0.0%	0.0%
BG	F	0.26%	0.0%	0.0%
BK	A	0.61%	0.0%	0.0%
BKNG	A	0.48%	0.0%	0.0%
BLK	C	0.13%	0.0%	0.0%
BMY	B	0.72%	0.0%	0.0%
BR	A	0.12%	0.0%	0.0%
BSX	B	0.32%	0.0%	0.0%
C	A	0.09%	0.0%	0.0%
CAT	B	0.23%	0.0%	0.0%
CB	C	0.44%	0.0%	0.0%
CBOE	B	0.64%	0.0%	0.0%
CBT	C	0.13%	0.0%	0.0%
CDNS	B	0.16%	0.0%	0.0%
CHH	A	0.05%	0.0%	0.0%
CHRW	C	0.3%	0.0%	0.0%
CINF	A	0.01%	0.0%	0.0%
CL	D	0.64%	0.0%	0.0%
CMI	A	0.88%	0.0%	0.0%
COKE	C	0.11%	0.0%	0.0%
COP	C	0.3%	0.0%	0.0%
COST	B	0.63%	0.0%	0.0%
CPB	D	0.07%	0.0%	0.0%
CRM	B	0.36%	0.0%	0.0%
CSCO	B	0.31%	0.0%	0.0%
CSL	C	0.03%	0.0%	0.0%
CTAS	B	0.62%	0.0%	0.0%
CUBE	D	0.08%	0.0%	0.0%
CVX	A	0.92%	0.0%	0.0%
DELL	C	0.02%	0.0%	0.0%
DGX	A	0.29%	0.0%	0.0%
DHR	F	0.08%	0.0%	0.0%
DRI	B	0.11%	0.0%	0.0%
DTE	C	0.07%	0.0%	0.0%
DUK	C	0.12%	0.0%	0.0%
EA	A	0.48%	0.0%	0.0%
EBAY	D	0.26%	0.0%	0.0%
ECL	D	0.11%	0.0%	0.0%
EIX	B	0.14%	0.0%	0.0%
EOG	A	0.43%	0.0%	0.0%
EQR	B	0.08%	0.0%	0.0%
ESS	B	0.23%	0.0%	0.0%
ETN	A	0.24%	0.0%	0.0%
FANG	D	0.22%	0.0%	0.0%
FDX	B	0.25%	0.0%	0.0%
FLEX	A	0.16%	0.0%	0.0%
FLO	D	0.05%	0.0%	0.0%
FNF	B	0.04%	0.0%	0.0%
FOXA	B	0.26%	0.0%	0.0%
GD	F	0.15%	0.0%	0.0%
GE	D	0.15%	0.0%	0.0%
GILD	C	0.5%	0.0%	0.0%
GLPI	C	0.48%	0.0%	0.0%
GLW	B	0.13%	0.0%	0.0%
GM	B	0.02%	0.0%	0.0%
GOOGL	C	3.92%	0.0%	0.0%
GPC	D	0.09%	0.0%	0.0%
GS	A	0.11%	0.0%	0.0%
HCA	F	0.09%	0.0%	0.0%
HD	A	0.46%	0.0%	0.0%
HPQ	B	0.13%	0.0%	0.0%
HRB	D	0.38%	0.0%	0.0%
HSY	F	0.23%	0.0%	0.0%
IBM	C	0.71%	0.0%	0.0%
INGR	B	0.3%	0.0%	0.0%
INTU	C	0.26%	0.0%	0.0%
JBHT	C	0.02%	0.0%	0.0%
JNJ	D	1.49%	0.0%	0.0%
JNPR	F	0.04%	0.0%	0.0%
JPM	A	0.92%	0.0%	0.0%
KLAC	D	0.29%	0.0%	0.0%
KMB	D	0.23%	0.0%	0.0%
KMI	A	0.32%	0.0%	0.0%
KO	D	0.44%	0.0%	0.0%
LII	A	0.09%	0.0%	0.0%
LLY	F	0.93%	0.0%	0.0%
LMT	D	0.32%	0.0%	0.0%
LOW	D	0.19%	0.0%	0.0%
LRCX	F	0.16%	0.0%	0.0%
MCD	D	0.29%	0.0%	0.0%
MCK	B	0.38%	0.0%	0.0%
MCO	B	0.41%	0.0%	0.0%
MDT	D	0.22%	0.01%	0.01%
MMC	B	0.18%	0.0%	0.0%
MMM	D	0.16%	0.0%	0.0%
MO	A	1.11%	0.0%	0.0%
MPC	D	0.18%	0.0%	0.0%
MRK	F	0.26%	0.0%	0.0%
MS	A	0.41%	0.0%	0.0%
MSFT	F	5.41%	0.0%	0.0%
MSI	B	0.16%	0.0%	0.0%
NDAQ	A	0.18%	0.0%	0.0%
NEE	D	0.22%	0.0%	0.0%
NNN	D	0.22%	0.0%	0.0%
NOW	A	0.18%	0.01%	0.01%
NTAP	C	0.58%	0.0%	0.0%
NVDA	C	6.03%	0.0%	0.0%
NXPI	D	0.37%	0.0%	0.0%
OC	A	0.11%	0.0%	0.0%
OGE	B	0.02%	0.0%	0.0%
OHI	C	0.31%	0.0%	0.0%
OMC	C	0.28%	0.0%	0.0%
ORCL	B	0.69%	0.0%	0.0%
ORI	A	0.2%	0.0%	0.0%
OTIS	C	0.06%	0.0%	0.0%
PEG	A	0.38%	0.0%	0.0%
PEP	F	1.18%	0.0%	0.0%
PFE	D	0.19%	0.0%	0.0%
PGR	A	0.32%	0.0%	0.0%
PKG	A	0.2%	0.0%	0.0%
PNC	B	0.12%	0.0%	0.0%
PRU	A	0.22%	0.0%	0.0%
PYPL	B	0.02%	0.0%	0.0%
QCOM	F	0.49%	0.0%	0.0%
R	B	0.43%	0.0%	0.0%
REGN	F	0.03%	0.0%	0.0%
RL	B	0.34%	0.0%	0.0%
RPM	A	0.45%	0.0%	0.0%
RTX	C	0.32%	0.0%	0.0%
SBUX	A	0.07%	0.0%	0.0%
SHW	A	0.46%	0.0%	0.0%
SNA	A	0.06%	0.0%	0.0%
SO	D	0.2%	0.0%	0.0%
SPG	B	0.33%	0.0%	0.0%
SPGI	C	0.27%	0.0%	0.0%
STT	A	0.15%	0.0%	0.0%
SWKS	F	0.05%	0.0%	0.0%
SYK	C	0.08%	0.0%	0.0%
T	A	0.53%	0.0%	0.0%
TFC	A	0.05%	0.0%	0.0%
TGT	F	0.04%	0.0%	0.0%
TJX	A	0.07%	0.0%	0.0%
TMO	F	0.16%	0.0%	0.0%
TMUS	B	0.25%	0.0%	0.0%
TPR	B	0.03%	0.0%	0.0%
TRV	B	0.28%	0.0%	0.0%
TSCO	D	0.17%	0.0%	0.0%
TT	A	0.14%	0.0%	0.0%
TXN	C	1.13%	0.0%	0.0%
UNH	C	0.79%	0.0%	0.0%
VLO	C	0.21%	0.0%	0.0%
VRSK	A	0.26%	0.0%	0.0%
VZ	C	1.2%	0.0%	0.0%
WFC	A	0.27%	0.0%	0.0%
WMB	A	0.21%	0.0%	0.0%
WMT	A	0.69%	0.0%	0.0%
XOM	B	1.05%	0.0%	0.0%
ZTS	D	0.14%	0.0%	0.0%

HDUS Overweight 99 Positions Relative to SCHZ

Symbol	Grade	Weight
META	D	1.88%
TSLA	B	1.36%
LAMR	D	0.76%
JHG	A	0.7%
KNF	A	0.67%
KVUE	A	0.63%
NFLX	A	0.6%
ALSN	B	0.6%
EME	C	0.57%
YUM	B	0.55%
CTSH	B	0.54%
DBX	B	0.54%
TROW	B	0.53%
RHI	B	0.51%
TXRH	C	0.49%
GDDY	A	0.47%
STWD	C	0.47%
BRK.A	B	0.46%
IRM	D	0.43%
ACN	C	0.4%
MLI	C	0.39%
MUSA	A	0.38%
BAH	F	0.37%
VRTX	F	0.36%
RDN	C	0.36%
WST	C	0.35%
DCI	B	0.34%
FICO	B	0.33%
STAG	F	0.33%
AGNC	D	0.33%
UBER	D	0.29%
CRBG	B	0.28%
RMD	C	0.27%
PLTR	B	0.26%
FSS	B	0.25%
NYT	C	0.23%
CHRD	D	0.23%
ALV	C	0.22%
APP	B	0.21%
MANH	D	0.21%
ABNB	C	0.21%
GWRE	A	0.21%
ALTR	B	0.21%
CRWD	B	0.2%
NWSA	B	0.2%
LNG	B	0.19%
BJ	A	0.17%
HUBS	A	0.17%
PANW	C	0.16%
ACI	C	0.16%
DY	D	0.14%
CSWI	A	0.14%
TRGP	B	0.13%
GEHC	F	0.13%
DDOG	A	0.13%
DKS	C	0.12%
MPWR	F	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%
CMG	B	0.09%
TER	D	0.08%
CROX	D	0.08%
HLNE	B	0.07%
IT	C	0.07%
AMD	F	0.07%
NTNX	A	0.07%
KKR	A	0.06%
SNPS	B	0.05%
ODFL	B	0.05%
PAYX	C	0.05%
ESTC	C	0.05%
COIN	C	0.05%
INSP	D	0.04%
DTM	B	0.04%
CACI	D	0.04%
RBLX	C	0.04%
ZS	C	0.04%
MSCI	C	0.04%
EVR	B	0.03%
IBKR	A	0.03%
MORN	B	0.03%
JKHY	D	0.03%
SMAR	A	0.03%
ISRG	A	0.02%
CRUS	D	0.02%
NET	B	0.02%
FR	C	0.02%
SNOW	C	0.01%
TMDX	F	0.01%
OGN	D	0.01%
LKQ	D	0.01%
RYN	D	0.01%
EGP	F	0.01%

HDUS Underweight 375 Positions Relative to SCHZ

Symbol	Grade	Weight
WIT	A	-0.08%
UHS	D	-0.01%
CHD	B	-0.01%
DLTR	F	-0.01%
MCHP	D	-0.01%
BIIB	F	-0.01%
STLA	F	-0.01%
EDC	F	-0.01%
CTS	C	-0.01%
DD	D	-0.01%
DT	C	-0.01%
COO	D	-0.0%
VLY	B	-0.0%
OCSL	F	-0.0%
WBS	A	-0.0%
SAN	F	-0.0%
SIGI	C	-0.0%
SAVE	D	-0.0%
GXO	B	-0.0%
SAFE	D	-0.0%
EPRT	B	-0.0%
SUI	D	-0.0%
VNO	B	-0.0%
SKT	B	-0.0%
ALB	C	-0.0%
CACC	D	-0.0%
FAF	A	-0.0%
TKR	D	-0.0%
THG	A	-0.0%
TEL	B	-0.0%
PRE	D	-0.0%
AVA	A	-0.0%
VMI	B	-0.0%
WRB	A	-0.0%
TME	D	-0.0%
FTNT	C	-0.0%
KMPR	B	-0.0%
DAL	C	-0.0%
NEU	C	-0.0%
BC	C	-0.0%
PSEC	D	-0.0%
STE	F	-0.0%
CTVA	C	-0.0%
PWR	A	-0.0%
GBDC	C	-0.0%
XRAY	F	-0.0%
AIZ	A	-0.0%
AMH	D	-0.0%
BDN	C	-0.0%
JD	D	-0.0%
MHK	D	-0.0%
LAZ	B	-0.0%
KEX	C	-0.0%
EPR	D	-0.0%
HOG	D	-0.0%
HP	B	-0.0%
ROST	C	-0.0%
SBRA	C	-0.0%
MCY	A	-0.0%
NFG	A	-0.0%
BKU	A	-0.0%
KMT	B	-0.0%
SCS	C	-0.0%
AVY	D	-0.0%
INVH	D	-0.0%
REXR	F	-0.0%
HR	C	-0.0%
RS	B	-0.0%
IDA	A	-0.0%
AAP	C	-0.0%
EXP	A	-0.0%
DXC	B	-0.0%
DOX	D	-0.0%
ILMN	D	-0.0%
XYL	D	-0.0%
LXP	D	-0.0%
BCSF	C	-0.0%
PDM	D	-0.0%
SLG	B	-0.0%
SNV	B	-0.0%
GSBD	F	-0.0%
ZION	B	-0.0%
NVR	D	-0.0%
WTRG	B	-0.0%
OSK	B	-0.0%
CE	F	-0.0%
AGO	B	-0.0%
EG	C	-0.0%
NHI	D	-0.0%
TRMB	B	-0.0%
DOV	A	-0.0%
SITC	D	-0.0%
OPI	F	-0.0%
G	B	-0.0%
STLD	B	-0.0%
CTRA	B	-0.0%
LNC	B	-0.0%
MAIN	A	-0.0%
MTB	A	-0.0%
HUBB	B	-0.0%
H	B	-0.0%
WEC	A	-0.0%
VRSN	F	-0.0%
HII	D	-0.0%
SWX	B	-0.0%
ESGR	B	-0.0%
HPP	F	-0.0%
PNR	A	-0.0%
EW	C	-0.0%
VFC	C	-0.0%
VNT	B	-0.0%
WB	D	-0.0%
FMC	D	-0.0%
FRT	B	-0.0%
PCAR	B	-0.0%
PFG	D	-0.0%
NWE	B	-0.0%
OGS	A	-0.0%
FHN	A	-0.0%
ADI	D	-0.0%
NVT	B	-0.0%
GL	B	-0.0%
ROK	B	-0.0%
URI	B	-0.0%
EFX	F	-0.0%
ARW	D	-0.0%
WU	D	-0.0%
AGR	B	-0.0%
AMG	B	-0.0%
AJG	B	-0.0%
L	A	-0.0%
HAS	D	-0.0%
AWH	F	-0.0%
ORLY	B	-0.0%
AN	C	-0.0%
RNR	C	-0.0%
PHM	D	-0.0%
PSA	D	-0.0%
PVH	C	-0.0%
BEN	C	-0.0%
SF	B	-0.0%
MOS	F	-0.0%
JBLU	F	-0.0%
UNM	A	-0.0%
VMC	B	-0.0%
HIW	D	-0.0%
DSS	F	-0.0%
PPG	F	-0.0%
AES	F	-0.0%
AMCR	D	-0.0%
LEN	D	-0.0%
MKL	A	-0.0%
ADP	B	-0.0%
HRL	D	-0.0%
APD	A	-0.0%
REG	B	-0.0%
IPG	D	-0.0%
GP	F	-0.0%
EMR	A	-0.0%
RF	A	-0.0%
EE	A	-0.0%
PLD	D	-0.0%
SWK	D	-0.0%
EVRG	A	-0.0%
IEX	B	-0.0%
FLS	B	-0.0%
AFG	A	-0.0%
CMA	A	-0.0%
WHR	B	-0.0%
ALLE	D	-0.0%
LEG	F	-0.0%
CNO	A	-0.0%
CNH	C	-0.0%
KSS	F	-0.0%
DOC	D	-0.0%
KRG	B	-0.0%
WM	A	-0.0%
BWA	D	-0.0%
EL	F	-0.0%
MKC	D	-0.0%
BAX	D	-0.0%
IVZ	B	-0.0%
WLK	D	-0.0%
JBL	B	-0.0%
LDOS	C	-0.0%
HST	C	-0.0%
KRC	C	-0.0%
DG	F	-0.0%
RJF	A	-0.0%
DHI	D	-0.0%
CNA	B	-0.0%
RGA	A	-0.0%
CPT	B	-0.0%
NOV	C	-0.0%
MAA	B	-0.0%
LHX	C	-0.0%
MRVL	B	-0.0%
MRO	B	-0.0%
AMP	A	-0.0%
DLR	B	-0.0%
LIN	D	-0.0%
A	D	-0.0%
SON	D	-0.0%
ARE	D	-0.0%
FSK	A	-0.0%
BRO	B	-0.0%
FTV	C	-0.0%
WPC	D	-0.0%
WEST	C	-0.0%
HIG	B	-0.0%
VOYA	B	-0.0%
LEA	D	-0.0%
TXT	D	-0.0%
EMN	D	-0.0%
MDLZ	F	-0.0%
SNX	C	-0.0%
FIS	C	-0.0%
VTR	C	-0.0%
AVT	C	-0.0%
HUN	F	-0.0%
SCHW	B	-0.0%
CNP	B	-0.0%
BKH	A	-0.0%
WAB	B	-0.0%
PH	A	-0.0%
CFG	B	-0.0%
MAR	B	-0.0%
AAL	B	-0.0%
MAS	D	-0.0%
RPRX	D	-0.0%
SRE	A	-0.0%
CME	A	-0.0%
IP	B	-0.0%
SYF	B	-0.0%
LNT	A	-0.0%
NEM	D	-0.0%
LYB	F	-0.0%
MLM	B	-0.0%
NTRS	A	-0.0%
TDY	B	-0.0%
CMS	C	-0.0%
PPL	B	-0.0%
CF	B	-0.0%
IFF	D	-0.0%
ACGL	D	-0.0%
APTV	D	-0.0%
JCI	C	-0.0%
XEL	A	-0.0%
BIDU	F	-0.0%
KIM	A	-0.0%
HBAN	A	-0.0%
DE	A	-0.0%
AON	A	-0.0%
O	D	-0.0%
AEP	D	-0.0%
NUE	C	-0.0%
SJM	D	-0.0%
ETR	B	-0.0%
OKE	A	-0.0%
ROP	B	-0.0%
KR	B	-0.0%
CAH	B	-0.0%
LUV	C	-0.0%
CCI	D	-0.0%
ALL	A	-0.0%
NKE	D	-0.0%
HES	B	-0.0%
ATO	A	-0.0%
CAF	D	-0.0%
MU	D	-0.0%
STZ	D	-0.0%
FE	C	-0.0%
JEF	A	-0.0%
UPS	C	-0.0%
NSC	B	-0.0%
CP	D	-0.0%
PG	A	-0.0%
ICE	C	-0.0%
BERY	B	-0.0%
CAG	D	-0.0%
BRX	A	-0.0%
KDP	D	-0.0%
FITB	A	-0.0%
GWW	B	-0.0%
CLX	B	-0.0%
LVS	C	-0.0%
GPN	B	-0.0%
DVN	F	-0.0%
BHF	B	-0.0%
SLB	C	-0.0%
WY	D	-0.0%
ES	D	-0.0%
WELL	A	-0.0%
ARCC	A	-0.0%
ZBH	C	-0.0%
SCCO	F	-0.0%
HUM	C	-0.0%
WBA	F	-0.0%
RSG	A	-0.0%
AWK	D	-0.0%
COE	D	-0.0%
PAA	B	-0.0%
MA	C	-0.0%
KOF	F	-0.0%
UDR	B	-0.0%
SYY	B	-0.0%
EQIX	A	-0.0%
KEYS	A	-0.0%
HON	B	-0.0%
BMO	A	-0.0%
BNS	A	-0.0%
AZO	C	-0.0%
EPD	A	-0.0%
AL	B	-0.0%
CSX	B	-0.0%
DOW	F	-0.0%
NI	A	-0.0%
BXP	D	-0.0%
CARR	D	-0.0%
TAP	C	-0.0%
HAL	C	-0.0%
PNW	B	-0.0%
CM	A	-0.0%
ITW	B	-0.0%
BDX	F	-0.0%
DB	D	-0.0%
MPLX	A	-0.0%
USB	A	-0.0%
D	C	-0.0%
GIS	D	-0.0%
ADSK	A	-0.0%
MP	B	-0.0%
RY	A	-0.0%
TSN	B	-0.0%
ED	D	-0.0%
UNP	C	-0.0%
EQH	B	-0.0%
AEE	A	-0.0%
EXPE	B	-0.0%
NOC	D	-0.0%
AMT	D	-0.0%
ADM	D	-0.0%
PSX	C	-0.0%
LH	C	-0.0%
AIG	B	-0.0%
K	A	-0.0%
MET	A	-0.0%
AER	B	-0.0%
BABA	D	-0.0%
UAL	A	-0.0%
PM	B	-0.0%
ALLY	C	-0.0%
EXC	C	-0.0%
DIS	B	-0.0%
EQNR	D	-0.0%
MUFG	B	-0.0%
KEY	B	-0.0%
NWG	C	-0.0%
DFS	B	-0.0%
INTC	D	-0.0%
BHP	F	-0.0%
PCG	A	-0.0%
TD	F	-0.0%
HPE	B	-0.0%
VOD	F	-0.0%
HSBC	B	-0.0%
CI	F	-0.0%
GSK	F	-0.0%
V	A	-0.0%
COF	B	-0.0%
CMCSA	B	-0.0%
CHTR	C	-0.0%
AZN	D	-0.0%
BA	F	-0.0%
CVS	D	-0.0%