HDUS vs. STXD ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to Strive 1000 Dividend Growth ETF (STXD)

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

STXD

Strive 1000 Dividend Growth ETF

STXD Description

The investment seeks to track the total return performance, before fees and expenses, of the Bloomberg US 1000 Dividend Growth Index composed of U.S.-listed equities with a history of consistently growing dividends. The index is a subset of the Bloomberg US 1000 Growth Index, which measures the performance of large- and mid-capitalization growth companies in the U.S. equity market as determined by Bloomberg. Under normal circumstances, at least 80% of the fund’s total assets (exclusive of collateral held from securities lending) will be invested in dividend paying equity securities.

Grade (RS Rating)

Last Trade

$33.51

Average Daily Volume

7,239

Number of Holdings ^*

213

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	STXD
30 Days	3.75%	0.31%
60 Days	5.23%	-0.56%
90 Days	7.06%	1.24%
12 Months	31.94%	22.55%

80 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in STXD	Overlap
AAPL	C	5.07%	5.1%	5.07%
ABBV	D	1.03%	1.84%	1.03%
ABT	B	0.51%	1.21%	0.51%
ADC	B	0.34%	0.04%	0.04%
AMAT	F	0.39%	0.94%	0.39%
AMGN	D	0.2%	0.97%	0.2%
APH	A	0.46%	0.53%	0.46%
AVGO	D	1.31%	4.79%	1.31%
BAH	F	0.37%	0.12%	0.12%
BLK	C	0.13%	0.88%	0.13%
BR	A	0.12%	0.16%	0.12%
CAT	B	0.23%	1.17%	0.23%
CBOE	B	0.64%	0.13%	0.13%
CINF	A	0.01%	0.14%	0.01%
CMI	A	0.88%	0.31%	0.31%
COST	B	0.63%	2.52%	0.63%
CSL	C	0.03%	0.13%	0.03%
CUBE	D	0.08%	0.07%	0.07%
DCI	B	0.34%	0.06%	0.06%
DGX	A	0.29%	0.11%	0.11%
DHR	F	0.08%	0.97%	0.08%
DKS	C	0.12%	0.07%	0.07%
EGP	F	0.01%	0.05%	0.01%
EVR	B	0.03%	0.06%	0.03%
FR	C	0.02%	0.04%	0.02%
GD	F	0.15%	0.43%	0.15%
GPC	D	0.09%	0.11%	0.09%
GS	A	0.11%	1.16%	0.11%
HD	A	0.46%	2.48%	0.46%
HSY	F	0.23%	0.16%	0.16%
INTU	C	0.26%	1.17%	0.26%
JBHT	C	0.02%	0.09%	0.02%
JKHY	D	0.03%	0.08%	0.03%
JNJ	D	1.49%	2.25%	1.49%
KLAC	D	0.29%	0.53%	0.29%
LII	A	0.09%	0.12%	0.09%
LLY	F	0.93%	4.12%	0.93%
LMT	D	0.32%	0.79%	0.32%
LOW	D	0.19%	0.94%	0.19%
LRCX	F	0.16%	0.6%	0.16%
MCD	D	0.29%	1.32%	0.29%
MCO	B	0.41%	0.46%	0.41%
MDT	D	0.22%	0.68%	0.22%
MMC	B	0.18%	0.67%	0.18%
MORN	B	0.03%	0.05%	0.03%
MPWR	F	0.11%	0.16%	0.11%
MRK	F	0.26%	1.53%	0.26%
MSCI	C	0.04%	0.28%	0.04%
MSFT	F	5.41%	4.98%	4.98%
MSI	B	0.16%	0.5%	0.16%
NDAQ	A	0.18%	0.23%	0.18%
NEE	D	0.22%	0.95%	0.22%
NXPI	D	0.37%	0.35%	0.35%
NYT	C	0.23%	0.05%	0.05%
OC	A	0.11%	0.1%	0.1%
ODFL	B	0.05%	0.27%	0.05%
ORCL	B	0.69%	1.85%	0.69%
PAYX	C	0.05%	0.29%	0.05%
PEP	F	1.18%	1.39%	1.18%
PKG	A	0.2%	0.13%	0.13%
RHI	B	0.51%	0.05%	0.05%
RPM	A	0.45%	0.1%	0.1%
SBUX	A	0.07%	0.68%	0.07%
SHW	A	0.46%	0.55%	0.46%
SNA	A	0.06%	0.11%	0.06%
SPGI	C	0.27%	1.0%	0.27%
SWKS	F	0.05%	0.08%	0.05%
SYK	C	0.08%	0.81%	0.08%
TGT	F	0.04%	0.44%	0.04%
TMO	F	0.16%	1.24%	0.16%
TSCO	D	0.17%	0.18%	0.17%
TT	A	0.14%	0.57%	0.14%
TXN	C	1.13%	1.16%	1.13%
UNH	C	0.79%	3.35%	0.79%
WMB	A	0.21%	0.42%	0.21%
WSM	B	0.09%	0.1%	0.09%
WST	C	0.35%	0.15%	0.15%
WTW	B	0.09%	0.2%	0.09%
YUM	B	0.55%	0.24%	0.24%
ZTS	D	0.14%	0.45%	0.14%

HDUS Overweight 183 Positions Relative to STXD

Symbol	Grade	Weight
NVDA	C	6.03%
GOOGL	C	3.92%
AMZN	C	3.51%
META	D	1.88%
TSLA	B	1.36%
VZ	C	1.2%
MO	A	1.11%
XOM	B	1.05%
JPM	A	0.92%
CVX	A	0.92%
LAMR	D	0.76%
BMY	B	0.72%
IBM	C	0.71%
JHG	A	0.7%
WMT	A	0.69%
KNF	A	0.67%
CL	D	0.64%
KVUE	A	0.63%
CTAS	B	0.62%
BK	A	0.61%
NFLX	A	0.6%
ALSN	B	0.6%
NTAP	C	0.58%
EME	C	0.57%
CTSH	B	0.54%
DBX	B	0.54%
T	A	0.53%
TROW	B	0.53%
GILD	C	0.5%
TXRH	C	0.49%
QCOM	F	0.49%
GLPI	C	0.48%
EA	A	0.48%
BKNG	A	0.48%
GDDY	A	0.47%
STWD	C	0.47%
BRK.A	B	0.46%
CB	C	0.44%
KO	D	0.44%
IRM	D	0.43%
R	B	0.43%
EOG	A	0.43%
MS	A	0.41%
ACN	C	0.4%
AXS	A	0.4%
MLI	C	0.39%
PEG	A	0.38%
MUSA	A	0.38%
MCK	B	0.38%
HRB	D	0.38%
CRM	B	0.36%
VRTX	F	0.36%
RDN	C	0.36%
RL	B	0.34%
SPG	B	0.33%
FICO	B	0.33%
STAG	F	0.33%
AGNC	D	0.33%
RTX	C	0.32%
BSX	B	0.32%
PGR	A	0.32%
KMI	A	0.32%
OHI	C	0.31%
CSCO	B	0.31%
CHRW	C	0.3%
COP	C	0.3%
INGR	B	0.3%
UBER	D	0.29%
TRV	B	0.28%
AFL	B	0.28%
OMC	C	0.28%
CRBG	B	0.28%
WFC	A	0.27%
RMD	C	0.27%
PLTR	B	0.26%
BG	F	0.26%
FOXA	B	0.26%
EBAY	D	0.26%
VRSK	A	0.26%
TMUS	B	0.25%
FDX	B	0.25%
FSS	B	0.25%
ETN	A	0.24%
ESS	B	0.23%
KMB	D	0.23%
CHRD	D	0.23%
ALV	C	0.22%
NNN	D	0.22%
FANG	D	0.22%
PRU	A	0.22%
VLO	C	0.21%
APP	B	0.21%
MANH	D	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%
NWSA	B	0.2%
PFE	D	0.19%
AXP	A	0.19%
LNG	B	0.19%
MPC	D	0.18%
NOW	A	0.18%
BJ	A	0.17%
HUBS	A	0.17%
CDNS	B	0.16%
PANW	C	0.16%
ACI	C	0.16%
FLEX	A	0.16%
MMM	D	0.16%
GE	D	0.15%
STT	A	0.15%
AVB	B	0.14%
ADBE	C	0.14%
DY	D	0.14%
CSWI	A	0.14%
EIX	B	0.14%
GLW	B	0.13%
TRGP	B	0.13%
CBT	C	0.13%
GEHC	F	0.13%
HPQ	B	0.13%
DDOG	A	0.13%
DUK	C	0.12%
PNC	B	0.12%
ECL	D	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%
HCA	F	0.09%
DASH	A	0.09%
C	A	0.09%
CMG	B	0.09%
TER	D	0.08%
EQR	B	0.08%
CROX	D	0.08%
HLNE	B	0.07%
DTE	C	0.07%
IT	C	0.07%
AMD	F	0.07%
TJX	A	0.07%
NTNX	A	0.07%
BAC	A	0.07%
CPB	D	0.07%
OTIS	C	0.06%
BBY	D	0.06%
KKR	A	0.06%
SNPS	B	0.05%
ESTC	C	0.05%
CHH	A	0.05%
FLO	D	0.05%
COIN	C	0.05%
TFC	A	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%
JNPR	F	0.04%
AYI	B	0.04%
TPR	B	0.03%
IBKR	A	0.03%
REGN	F	0.03%
SMAR	A	0.03%
DELL	C	0.02%
ISRG	A	0.02%
CRUS	D	0.02%
GM	B	0.02%
PYPL	B	0.02%
NET	B	0.02%
OGE	B	0.02%
SNOW	C	0.01%
TMDX	F	0.01%
OGN	D	0.01%
LKQ	D	0.01%
RYN	D	0.01%

HDUS Underweight 133 Positions Relative to STXD

Symbol	Grade	Weight
V	A	-3.15%
MA	C	-2.63%
PG	A	-2.43%
LIN	D	-1.34%
HON	B	-0.92%
UNP	C	-0.87%
ADP	B	-0.76%
ADI	D	-0.65%
PLD	D	-0.65%
UPS	C	-0.6%
ELV	F	-0.58%
AMT	D	-0.56%
PH	A	-0.55%
WM	A	-0.55%
ICE	C	-0.55%
NKE	D	-0.55%
MDLZ	F	-0.54%
EQIX	A	-0.52%
CME	A	-0.5%
AON	A	-0.49%
ITW	B	-0.47%
CSX	B	-0.43%
APD	A	-0.43%
NOC	D	-0.41%
AJG	B	-0.39%
NSC	B	-0.37%
ROP	B	-0.37%
AMP	A	-0.34%
GWW	B	-0.32%
ALL	A	-0.31%
PWR	A	-0.29%
DHI	D	-0.29%
LHX	C	-0.29%
FAST	B	-0.29%
DFS	B	-0.27%
CCI	D	-0.27%
RSG	A	-0.26%
A	D	-0.23%
MLM	B	-0.22%
SYY	B	-0.22%
VMC	B	-0.22%
HUM	C	-0.21%
EXR	D	-0.21%
MCHP	D	-0.21%
ROK	B	-0.2%
GRMN	B	-0.2%
WEC	A	-0.19%
PPG	F	-0.18%
RJF	A	-0.18%
XYL	D	-0.18%
BRO	B	-0.16%
AWK	D	-0.16%
PHM	D	-0.16%
CDW	F	-0.15%
TPL	A	-0.15%
FCNCA	A	-0.14%
HUBB	B	-0.14%
STE	F	-0.13%
INVH	D	-0.12%
J	F	-0.11%
RS	B	-0.11%
MAS	D	-0.11%
WSO	A	-0.11%
MAA	B	-0.11%
MKC	D	-0.11%
FDS	B	-0.11%
SSNC	B	-0.1%
AVY	D	-0.1%
IEX	B	-0.1%
DG	F	-0.1%
WRB	A	-0.1%
EXPD	D	-0.1%
DPZ	C	-0.09%
GGG	B	-0.09%
FIX	A	-0.09%
SUI	D	-0.09%
CASY	A	-0.09%
LNT	A	-0.09%
HEI	B	-0.09%
ITT	A	-0.08%
POOL	C	-0.08%
NDSN	B	-0.08%
CW	B	-0.08%
TTEK	F	-0.07%
BWXT	B	-0.07%
LW	C	-0.07%
HEI	B	-0.07%
ALLE	D	-0.07%
LECO	B	-0.07%
ELS	C	-0.07%
SCI	B	-0.07%
RGLD	C	-0.06%
CHDN	B	-0.06%
WING	D	-0.06%
DOX	D	-0.06%
MKTX	D	-0.06%
HLI	B	-0.06%
WTRG	B	-0.06%
SEIC	B	-0.06%
PRI	A	-0.06%
ERIE	D	-0.06%
GL	B	-0.06%
KNSL	B	-0.06%
WMS	D	-0.06%
G	B	-0.05%
UFPI	B	-0.05%
CBSH	A	-0.05%
CE	F	-0.05%
CHE	D	-0.05%
CFR	B	-0.05%
TTC	D	-0.05%
AOS	F	-0.05%
REXR	F	-0.05%
AWI	A	-0.04%
SIRI	C	-0.04%
CGNX	C	-0.04%
LSTR	D	-0.04%
OLED	D	-0.04%
HII	D	-0.04%
OSK	B	-0.04%
WLK	D	-0.03%
WTS	B	-0.03%
FFIN	B	-0.03%
LFUS	F	-0.03%
BC	C	-0.03%
IDA	A	-0.03%
SIGI	C	-0.03%
NSA	D	-0.02%
ASH	D	-0.02%
LANC	C	-0.02%
XRAY	F	-0.02%
DLB	B	-0.02%
DDS	B	-0.01%