HDUS vs. SFY ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to SoFi Select 500 ETF (SFY)

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

SFY

SoFi Select 500 ETF

SFY Description

The investment seeks to track the performance, before fees and expenses, of the Solactive SoFi US 500 Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index follows a rules-based methodology that tracks the performance of 500 of the largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors.

Grade (RS Rating)

Last Trade

$110.95

Average Daily Volume

38,291

Number of Holdings ^*

495

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	SFY
30 Days	3.75%	4.18%
60 Days	5.23%	7.67%
90 Days	7.06%	8.72%
12 Months	31.94%	38.94%

189 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in SFY	Overlap
AAPL	C	5.07%	4.2%	4.2%
ABBV	D	1.03%	0.53%	0.53%
ABNB	C	0.21%	0.1%	0.1%
ABT	B	0.51%	0.27%	0.27%
ACN	C	0.4%	0.29%	0.29%
ADBE	C	0.14%	0.37%	0.14%
AFL	B	0.28%	0.07%	0.07%
AMAT	F	0.39%	0.17%	0.17%
AMD	F	0.07%	1.44%	0.07%
AMGN	D	0.2%	0.36%	0.2%
AMZN	C	3.51%	4.53%	3.51%
APH	A	0.46%	0.13%	0.13%
APP	B	0.21%	0.39%	0.21%
AVB	B	0.14%	0.04%	0.04%
AVGO	D	1.31%	2.8%	1.31%
AXP	A	0.19%	0.28%	0.19%
BAC	A	0.07%	0.61%	0.07%
BAH	F	0.37%	0.04%	0.04%
BBY	D	0.06%	0.02%	0.02%
BG	F	0.26%	0.01%	0.01%
BK	A	0.61%	0.16%	0.16%
BKNG	A	0.48%	0.25%	0.25%
BLK	C	0.13%	0.23%	0.13%
BMY	B	0.72%	0.16%	0.16%
BR	A	0.12%	0.04%	0.04%
BRK.A	B	0.46%	0.81%	0.46%
BSX	B	0.32%	0.35%	0.32%
C	A	0.09%	0.26%	0.09%
CAT	B	0.23%	0.24%	0.23%
CB	C	0.44%	0.21%	0.21%
CBOE	B	0.64%	0.03%	0.03%
CDNS	B	0.16%	0.12%	0.12%
CINF	A	0.01%	0.05%	0.01%
CL	D	0.64%	0.13%	0.13%
CMG	B	0.09%	0.15%	0.09%
CMI	A	0.88%	0.06%	0.06%
COIN	C	0.05%	0.25%	0.05%
COP	C	0.3%	0.11%	0.11%
COST	B	0.63%	0.55%	0.55%
CRM	B	0.36%	0.8%	0.36%
CRWD	B	0.2%	0.42%	0.2%
CSCO	B	0.31%	0.25%	0.25%
CSL	C	0.03%	0.02%	0.02%
CTAS	B	0.62%	0.11%	0.11%
CTSH	B	0.54%	0.05%	0.05%
CVX	A	0.92%	0.26%	0.26%
DASH	A	0.09%	0.17%	0.09%
DDOG	A	0.13%	0.18%	0.13%
DELL	C	0.02%	0.06%	0.02%
DGX	A	0.29%	0.02%	0.02%
DHR	F	0.08%	0.13%	0.08%
DRI	B	0.11%	0.03%	0.03%
DTE	C	0.07%	0.02%	0.02%
DUK	C	0.12%	0.12%	0.12%
EA	A	0.48%	0.05%	0.05%
EBAY	D	0.26%	0.05%	0.05%
ECL	D	0.11%	0.09%	0.09%
EIX	B	0.14%	0.04%	0.04%
EME	C	0.57%	0.04%	0.04%
EOG	A	0.43%	0.08%	0.08%
EQR	B	0.08%	0.03%	0.03%
ESS	B	0.23%	0.02%	0.02%
ETN	A	0.24%	0.23%	0.23%
FANG	D	0.22%	0.05%	0.05%
FDX	B	0.25%	0.07%	0.07%
FICO	B	0.33%	0.09%	0.09%
GD	F	0.15%	0.1%	0.1%
GDDY	A	0.47%	0.07%	0.07%
GE	D	0.15%	0.16%	0.15%
GEHC	F	0.13%	0.05%	0.05%
GILD	C	0.5%	0.37%	0.37%
GLW	B	0.13%	0.07%	0.07%
GM	B	0.02%	0.08%	0.02%
GOOGL	C	3.92%	1.72%	1.72%
GPC	D	0.09%	0.02%	0.02%
GS	A	0.11%	0.43%	0.11%
HCA	F	0.09%	0.1%	0.09%
HD	A	0.46%	0.44%	0.44%
HPQ	B	0.13%	0.04%	0.04%
HSY	F	0.23%	0.03%	0.03%
HUBS	A	0.17%	0.16%	0.16%
IBM	C	0.71%	0.52%	0.52%
INTU	C	0.26%	0.33%	0.26%
IRM	D	0.43%	0.05%	0.05%
ISRG	A	0.02%	0.38%	0.02%
IT	C	0.07%	0.05%	0.05%
JBHT	C	0.02%	0.02%	0.02%
JKHY	D	0.03%	0.02%	0.02%
JNJ	D	1.49%	0.43%	0.43%
JPM	A	0.92%	1.55%	0.92%
KKR	A	0.06%	0.41%	0.06%
KLAC	D	0.29%	0.09%	0.09%
KMB	D	0.23%	0.06%	0.06%
KMI	A	0.32%	0.06%	0.06%
KO	D	0.44%	0.34%	0.34%
KVUE	A	0.63%	0.06%	0.06%
LII	A	0.09%	0.03%	0.03%
LLY	F	0.93%	2.06%	0.93%
LMT	D	0.32%	0.17%	0.17%
LNG	B	0.19%	0.03%	0.03%
LOW	D	0.19%	0.15%	0.15%
LRCX	F	0.16%	0.09%	0.09%
MANH	D	0.21%	0.04%	0.04%
MCD	D	0.29%	0.28%	0.28%
MCK	B	0.38%	0.11%	0.11%
MCO	B	0.41%	0.16%	0.16%
MDT	D	0.22%	0.16%	0.16%
META	D	1.88%	3.02%	1.88%
MMC	B	0.18%	0.17%	0.17%
MMM	D	0.16%	0.17%	0.16%
MO	A	1.11%	0.1%	0.1%
MPC	D	0.18%	0.05%	0.05%
MPWR	F	0.11%	0.04%	0.04%
MRK	F	0.26%	0.77%	0.26%
MS	A	0.41%	0.34%	0.34%
MSCI	C	0.04%	0.07%	0.04%
MSFT	F	5.41%	5.38%	5.38%
MSI	B	0.16%	0.13%	0.13%
NDAQ	A	0.18%	0.06%	0.06%
NEE	D	0.22%	0.21%	0.21%
NET	B	0.02%	0.11%	0.02%
NFLX	A	0.6%	0.74%	0.6%
NOW	A	0.18%	0.56%	0.18%
NRG	B	0.1%	0.03%	0.03%
NTAP	C	0.58%	0.03%	0.03%
NVDA	C	6.03%	17.18%	6.03%
OC	A	0.11%	0.02%	0.02%
ODFL	B	0.05%	0.04%	0.04%
OMC	C	0.28%	0.03%	0.03%
ORCL	B	0.69%	0.48%	0.48%
OTIS	C	0.06%	0.05%	0.05%
PANW	C	0.16%	0.44%	0.16%
PAYX	C	0.05%	0.06%	0.05%
PEG	A	0.38%	0.05%	0.05%
PEP	F	1.18%	0.28%	0.28%
PFE	D	0.19%	0.32%	0.19%
PGR	A	0.32%	0.5%	0.32%
PKG	A	0.2%	0.02%	0.02%
PLTR	B	0.26%	0.53%	0.26%
PNC	B	0.12%	0.13%	0.12%
PRU	A	0.22%	0.08%	0.08%
PYPL	B	0.02%	0.13%	0.02%
QCOM	F	0.49%	0.2%	0.2%
RBLX	C	0.04%	0.04%	0.04%
REGN	F	0.03%	0.12%	0.03%
RMD	C	0.27%	0.05%	0.05%
RPM	A	0.45%	0.02%	0.02%
RTX	C	0.32%	0.38%	0.32%
SBUX	A	0.07%	0.14%	0.07%
SHW	A	0.46%	0.1%	0.1%
SNA	A	0.06%	0.02%	0.02%
SNOW	C	0.01%	0.11%	0.01%
SNPS	B	0.05%	0.14%	0.05%
SO	D	0.2%	0.12%	0.12%
SPG	B	0.33%	0.08%	0.08%
SPGI	C	0.27%	0.31%	0.27%
STT	A	0.15%	0.06%	0.06%
SWKS	F	0.05%	0.01%	0.01%
SYK	C	0.08%	0.2%	0.08%
T	A	0.53%	0.34%	0.34%
TER	D	0.08%	0.02%	0.02%
TFC	A	0.05%	0.06%	0.05%
TGT	F	0.04%	0.07%	0.04%
TJX	A	0.07%	0.19%	0.07%
TMO	F	0.16%	0.24%	0.16%
TMUS	B	0.25%	0.16%	0.16%
TRGP	B	0.13%	0.05%	0.05%
TROW	B	0.53%	0.03%	0.03%
TRV	B	0.28%	0.12%	0.12%
TSCO	D	0.17%	0.03%	0.03%
TSLA	B	1.36%	0.96%	0.96%
TT	A	0.14%	0.15%	0.14%
TXN	C	1.13%	0.16%	0.16%
UBER	D	0.29%	0.7%	0.29%
UNH	C	0.79%	0.89%	0.79%
VLO	C	0.21%	0.04%	0.04%
VRSK	A	0.26%	0.05%	0.05%
VRTX	F	0.36%	0.4%	0.36%
VZ	C	1.2%	0.22%	0.22%
WFC	A	0.27%	0.33%	0.27%
WMB	A	0.21%	0.08%	0.08%
WMT	A	0.69%	0.53%	0.53%
WSM	B	0.09%	0.02%	0.02%
WST	C	0.35%	0.02%	0.02%
WTW	B	0.09%	0.05%	0.05%
XOM	B	1.05%	0.54%	0.54%
YUM	B	0.55%	0.05%	0.05%
ZS	C	0.04%	0.1%	0.04%
ZTS	D	0.14%	0.12%	0.12%

HDUS Overweight 74 Positions Relative to SFY

Symbol	Grade	Weight
LAMR	D	0.76%
JHG	A	0.7%
KNF	A	0.67%
ALSN	B	0.6%
DBX	B	0.54%
RHI	B	0.51%
TXRH	C	0.49%
GLPI	C	0.48%
STWD	C	0.47%
R	B	0.43%
AXS	A	0.4%
MLI	C	0.39%
MUSA	A	0.38%
HRB	D	0.38%
NXPI	D	0.37%
RDN	C	0.36%
DCI	B	0.34%
ADC	B	0.34%
RL	B	0.34%
STAG	F	0.33%
AGNC	D	0.33%
OHI	C	0.31%
CHRW	C	0.3%
INGR	B	0.3%
CRBG	B	0.28%
FOXA	B	0.26%
FSS	B	0.25%
NYT	C	0.23%
CHRD	D	0.23%
ALV	C	0.22%
NNN	D	0.22%
GWRE	A	0.21%
ALTR	B	0.21%
ORI	A	0.2%
NWSA	B	0.2%
BJ	A	0.17%
ACI	C	0.16%
FLEX	A	0.16%
DY	D	0.14%
CSWI	A	0.14%
CBT	C	0.13%
DKS	C	0.12%
COKE	C	0.11%
GNTX	C	0.1%
VRNS	D	0.1%
ESI	A	0.1%
MTG	C	0.09%
CUBE	D	0.08%
CROX	D	0.08%
HLNE	B	0.07%
NTNX	A	0.07%
CPB	D	0.07%
ESTC	C	0.05%
CHH	A	0.05%
FLO	D	0.05%
INSP	D	0.04%
DTM	B	0.04%
FNF	B	0.04%
CACI	D	0.04%
JNPR	F	0.04%
AYI	B	0.04%
EVR	B	0.03%
TPR	B	0.03%
IBKR	A	0.03%
MORN	B	0.03%
SMAR	A	0.03%
CRUS	D	0.02%
FR	C	0.02%
OGE	B	0.02%
TMDX	F	0.01%
OGN	D	0.01%
LKQ	D	0.01%
RYN	D	0.01%
EGP	F	0.01%

HDUS Underweight 306 Positions Relative to SFY

Symbol	Grade	Weight
V	A	-0.73%
MA	C	-0.67%
MU	D	-0.66%
PG	A	-0.51%
DIS	B	-0.39%
GEV	B	-0.33%
PM	B	-0.32%
INTC	D	-0.31%
WELL	A	-0.29%
BX	A	-0.28%
LIN	D	-0.27%
CMCSA	B	-0.25%
RCL	A	-0.25%
WDAY	B	-0.25%
NEM	D	-0.22%
HON	B	-0.21%
FI	A	-0.21%
SQ	B	-0.21%
ANET	C	-0.18%
ICE	C	-0.18%
AMT	D	-0.18%
CI	F	-0.17%
APO	B	-0.17%
TDG	D	-0.16%
UNP	C	-0.16%
ADP	B	-0.16%
SCHW	B	-0.15%
TTD	B	-0.15%
AJG	B	-0.15%
CME	A	-0.14%
VRT	B	-0.14%
BA	F	-0.14%
CVS	D	-0.14%
USB	A	-0.14%
AON	A	-0.13%
CEG	D	-0.13%
EQIX	A	-0.13%
PLD	D	-0.13%
AXON	A	-0.13%
ALL	A	-0.13%
ALNY	D	-0.12%
WM	A	-0.12%
TEAM	A	-0.12%
BDX	F	-0.12%
ADSK	A	-0.12%
PH	A	-0.12%
ELV	F	-0.12%
O	D	-0.12%
LHX	C	-0.11%
SLB	C	-0.11%
EXR	D	-0.11%
FCX	D	-0.11%
COF	B	-0.11%
MDLZ	F	-0.11%
HLT	A	-0.1%
NKE	D	-0.1%
ACGL	D	-0.1%
EMR	A	-0.1%
ORLY	B	-0.1%
DE	A	-0.1%
DLR	B	-0.1%
ADI	D	-0.1%
UPS	C	-0.1%
MRVL	B	-0.1%
XYL	D	-0.1%
ROP	B	-0.1%
AMP	A	-0.1%
NOC	D	-0.1%
CARR	D	-0.1%
LVS	C	-0.1%
BKR	B	-0.09%
MAR	B	-0.09%
ITW	B	-0.09%
PSTG	D	-0.09%
URI	B	-0.09%
FIS	C	-0.09%
PWR	A	-0.09%
HWM	A	-0.09%
FTNT	C	-0.09%
FCNCA	A	-0.08%
CAH	B	-0.08%
MET	A	-0.08%
OKE	A	-0.08%
DFS	B	-0.08%
WDC	D	-0.08%
SMCI	F	-0.08%
APD	A	-0.08%
FSLR	F	-0.08%
GWW	B	-0.07%
EXC	C	-0.07%
CBRE	B	-0.07%
DHI	D	-0.07%
DXCM	D	-0.07%
NTRS	A	-0.07%
CPRT	A	-0.07%
F	C	-0.07%
FLUT	A	-0.07%
LUV	C	-0.07%
ES	D	-0.07%
BAX	D	-0.07%
VST	B	-0.07%
IR	B	-0.07%
NSC	B	-0.07%
JCI	C	-0.07%
PCG	A	-0.07%
AZO	C	-0.07%
ROST	C	-0.07%
COR	B	-0.07%
CSX	B	-0.07%
CCL	B	-0.07%
MSTR	C	-0.07%
DD	D	-0.07%
DKNG	B	-0.07%
PODD	C	-0.07%
PCAR	B	-0.07%
EW	C	-0.06%
VICI	C	-0.06%
KR	B	-0.06%
MTB	A	-0.06%
VEEV	C	-0.06%
CTVA	C	-0.06%
FAST	B	-0.06%
DAL	C	-0.06%
TSN	B	-0.06%
SYF	B	-0.06%
WAB	B	-0.06%
PSA	D	-0.06%
DOCU	A	-0.06%
HES	B	-0.06%
STE	F	-0.06%
AEP	D	-0.06%
PSX	C	-0.06%
RSG	A	-0.06%
STX	D	-0.06%
TRU	D	-0.06%
ZM	B	-0.06%
D	C	-0.05%
SYY	B	-0.05%
OKTA	C	-0.05%
AIG	B	-0.05%
LYV	A	-0.05%
ANSS	B	-0.05%
PINS	D	-0.05%
DECK	A	-0.05%
MLM	B	-0.05%
IQV	D	-0.05%
HUM	C	-0.05%
SRE	A	-0.05%
IDXX	F	-0.05%
LEN	D	-0.05%
MDB	C	-0.05%
KDP	D	-0.05%
HIG	B	-0.05%
FITB	A	-0.05%
STZ	D	-0.05%
GPN	B	-0.05%
AME	A	-0.05%
MNST	C	-0.05%
ARES	A	-0.05%
SW	A	-0.04%
EXPE	B	-0.04%
PPG	F	-0.04%
ROK	B	-0.04%
INCY	C	-0.04%
HUBB	B	-0.04%
ED	D	-0.04%
HPE	B	-0.04%
AWK	D	-0.04%
CHTR	C	-0.04%
DOW	F	-0.04%
A	D	-0.04%
CPAY	A	-0.04%
LPLA	A	-0.04%
PTC	A	-0.04%
TYL	B	-0.04%
ZBH	C	-0.04%
XEL	A	-0.04%
GIS	D	-0.04%
CLX	B	-0.04%
GRMN	B	-0.04%
ARE	D	-0.04%
FTV	C	-0.04%
CNC	D	-0.04%
BRO	B	-0.04%
VTRS	A	-0.04%
CSGP	D	-0.04%
HBAN	A	-0.04%
UAL	A	-0.04%
VMC	B	-0.04%
CHD	B	-0.04%
RJF	A	-0.04%
FE	C	-0.04%
EFX	F	-0.04%
SJM	D	-0.04%
CCI	D	-0.04%
AES	F	-0.03%
RPRX	D	-0.03%
ADM	D	-0.03%
ROL	B	-0.03%
MKC	D	-0.03%
LYB	F	-0.03%
ALGN	D	-0.03%
MTD	D	-0.03%
ERIE	D	-0.03%
SSNC	B	-0.03%
CFG	B	-0.03%
MCHP	D	-0.03%
NVR	D	-0.03%
AEE	A	-0.03%
TDY	B	-0.03%
IFF	D	-0.03%
CDW	F	-0.03%
NUE	C	-0.03%
MKL	A	-0.03%
ON	D	-0.03%
ENTG	D	-0.03%
BURL	A	-0.03%
TWLO	A	-0.03%
WRB	A	-0.03%
MOH	F	-0.03%
TTWO	A	-0.03%
KHC	F	-0.03%
PPL	B	-0.03%
ETR	B	-0.03%
DOV	A	-0.03%
RF	A	-0.03%
EG	C	-0.03%
PHM	D	-0.03%
ILMN	D	-0.03%
KEYS	A	-0.03%
SBAC	D	-0.03%
VLTO	D	-0.03%
INVH	D	-0.03%
CVNA	B	-0.03%
VTR	C	-0.03%
OXY	D	-0.03%
HAL	C	-0.03%
WEC	A	-0.03%
LDOS	C	-0.03%
BMRN	D	-0.03%
UDR	B	-0.02%
DPZ	C	-0.02%
RVTY	F	-0.02%
EVRG	A	-0.02%
HST	C	-0.02%
CTRA	B	-0.02%
CAG	D	-0.02%
ZBRA	B	-0.02%
AVY	D	-0.02%
MRO	B	-0.02%
NI	A	-0.02%
EPAM	C	-0.02%
DLTR	F	-0.02%
RS	B	-0.02%
SWK	D	-0.02%
LNT	A	-0.02%
BLDR	D	-0.02%
DOC	D	-0.02%
ULTA	F	-0.02%
IEX	B	-0.02%
MAS	D	-0.02%
HOLX	D	-0.02%
BALL	D	-0.02%
STLD	B	-0.02%
DG	F	-0.02%
PNR	A	-0.02%
AKAM	D	-0.02%
WY	D	-0.02%
EXAS	D	-0.02%
PFG	D	-0.02%
VRSN	F	-0.02%
IP	B	-0.02%
CMS	C	-0.02%
EQT	B	-0.02%
CNP	B	-0.02%
WBD	C	-0.02%
EL	F	-0.02%
DVN	F	-0.02%
ATO	A	-0.02%
WSO	A	-0.02%
MAA	B	-0.02%
KIM	A	-0.02%
LH	C	-0.02%
WAT	B	-0.02%
GEN	B	-0.02%
TXT	D	-0.02%
SUI	D	-0.02%
K	A	-0.02%
J	F	-0.02%
KEY	B	-0.02%
BIIB	F	-0.02%
FDS	B	-0.02%
ENPH	F	-0.01%
MRNA	F	-0.01%
ALB	C	-0.01%
CE	F	-0.01%
TFX	F	-0.01%
KMX	B	-0.01%
EMN	D	-0.01%
CF	B	-0.01%
SOLV	C	-0.01%
LW	C	-0.01%
EXPD	D	-0.01%
SNAP	C	-0.01%
WPC	D	-0.01%
SCCO	F	-0.0%