HDUS vs. XRMI ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to Global X S&P 500 (XRMI)

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

XRMI

Global X S&P 500

XRMI Description

Global X Funds - Global X S&P 500 Risk Managed Income ETF is an exchange traded fund launched and managed by Global X Management Company LLC. The fund invests in the public equity markets of the United States. It takes long and short positions to invest directly and through derivatives such as options in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Cboe S&P 500 Risk Managed Income Index, by using full replication technique. Global X Funds - Global X S&P 500 Risk Managed Income ETF was formed on August 25, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$19.06

Average Daily Volume

13,895

Number of Holdings ^*

499

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	XRMI
30 Days	3.75%	2.05%
60 Days	5.23%	1.93%
90 Days	7.06%	3.68%
12 Months	31.94%	11.40%

180 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in XRMI	Overlap
AAPL	C	5.11%	7.02%	5.11%
ABBV	D	1.02%	0.6%	0.6%
ABNB	C	0.22%	0.12%	0.12%
ABT	B	0.52%	0.41%	0.41%
ACN	C	0.39%	0.45%	0.39%
ADBE	C	0.13%	0.45%	0.13%
AFL	B	0.28%	0.11%	0.11%
AMAT	F	0.36%	0.28%	0.28%
AMD	F	0.07%	0.45%	0.07%
AMGN	D	0.2%	0.31%	0.2%
AMZN	C	3.39%	3.82%	3.39%
APH	A	0.45%	0.17%	0.17%
AVB	B	0.14%	0.06%	0.06%
AVGO	D	1.26%	1.53%	1.26%
AXP	A	0.19%	0.32%	0.19%
BAC	A	0.07%	0.63%	0.07%
BBY	D	0.05%	0.04%	0.04%
BG	F	0.26%	0.03%	0.03%
BK	A	0.61%	0.11%	0.11%
BKNG	A	0.5%	0.33%	0.33%
BLK	C	0.13%	0.29%	0.13%
BMY	B	0.72%	0.23%	0.23%
BR	A	0.12%	0.05%	0.05%
BRK.A	B	0.46%	1.73%	0.46%
BSX	B	0.33%	0.27%	0.27%
C	A	0.09%	0.26%	0.09%
CAT	B	0.23%	0.37%	0.23%
CB	C	0.43%	0.21%	0.21%
CBOE	B	0.68%	0.04%	0.04%
CDNS	B	0.16%	0.17%	0.16%
CHRW	C	0.3%	0.02%	0.02%
CINF	A	0.01%	0.05%	0.01%
CL	D	0.67%	0.15%	0.15%
CMG	B	0.09%	0.16%	0.09%
CMI	A	0.88%	0.1%	0.1%
COP	C	0.3%	0.26%	0.26%
COST	B	0.64%	0.83%	0.64%
CPB	D	0.07%	0.02%	0.02%
CRM	B	0.35%	0.64%	0.35%
CRWD	B	0.21%	0.16%	0.16%
CSCO	B	0.31%	0.47%	0.31%
CTAS	B	0.63%	0.15%	0.15%
CTSH	B	0.52%	0.08%	0.08%
CVX	A	0.92%	0.56%	0.56%
DELL	C	0.02%	0.08%	0.02%
DGX	A	0.3%	0.03%	0.03%
DHR	F	0.08%	0.3%	0.08%
DRI	B	0.11%	0.04%	0.04%
DTE	C	0.07%	0.06%	0.06%
DUK	C	0.12%	0.17%	0.12%
EA	A	0.49%	0.08%	0.08%
EBAY	D	0.26%	0.06%	0.06%
ECL	D	0.11%	0.12%	0.11%
EIX	B	0.15%	0.06%	0.06%
EOG	A	0.44%	0.15%	0.15%
EQR	B	0.08%	0.05%	0.05%
ESS	B	0.23%	0.04%	0.04%
ETN	A	0.24%	0.29%	0.24%
FANG	D	0.22%	0.07%	0.07%
FDX	B	0.25%	0.13%	0.13%
FICO	B	0.33%	0.11%	0.11%
FOXA	B	0.25%	0.02%	0.02%
GD	F	0.14%	0.14%	0.14%
GDDY	A	0.49%	0.06%	0.06%
GE	D	0.15%	0.39%	0.15%
GEHC	F	0.13%	0.08%	0.08%
GILD	C	0.48%	0.22%	0.22%
GLW	B	0.13%	0.07%	0.07%
GM	B	0.02%	0.12%	0.02%
GOOGL	C	3.95%	2.08%	2.08%
GPC	D	0.09%	0.04%	0.04%
GS	A	0.11%	0.37%	0.11%
HCA	F	0.09%	0.12%	0.09%
HD	A	0.46%	0.8%	0.46%
HPQ	B	0.13%	0.07%	0.07%
HSY	F	0.23%	0.06%	0.06%
IBM	C	0.73%	0.4%	0.4%
INTU	C	0.24%	0.36%	0.24%
IRM	D	0.45%	0.07%	0.07%
ISRG	A	0.02%	0.39%	0.02%
IT	C	0.07%	0.07%	0.07%
JBHT	C	0.02%	0.03%	0.02%
JKHY	D	0.03%	0.02%	0.02%
JNJ	D	1.51%	0.74%	0.74%
JNPR	F	0.04%	0.02%	0.02%
JPM	A	0.92%	1.38%	0.92%
KKR	A	0.06%	0.21%	0.06%
KLAC	D	0.28%	0.17%	0.17%
KMB	D	0.24%	0.09%	0.09%
KMI	A	0.34%	0.11%	0.11%
KO	D	0.46%	0.49%	0.46%
KVUE	A	0.64%	0.09%	0.09%
LKQ	D	0.01%	0.02%	0.01%
LLY	F	0.89%	1.2%	0.89%
LMT	D	0.32%	0.23%	0.23%
LOW	D	0.19%	0.3%	0.19%
LRCX	F	0.15%	0.18%	0.15%
MCD	D	0.28%	0.42%	0.28%
MCK	B	0.39%	0.16%	0.16%
MCO	B	0.41%	0.15%	0.15%
MDT	D	0.21%	0.22%	0.21%
META	D	1.85%	2.49%	1.85%
MMC	B	0.18%	0.22%	0.18%
MMM	D	0.16%	0.14%	0.14%
MO	A	1.12%	0.19%	0.19%
MPC	D	0.18%	0.11%	0.11%
MPWR	F	0.11%	0.05%	0.05%
MRK	F	0.26%	0.5%	0.26%
MS	A	0.41%	0.33%	0.33%
MSCI	C	0.04%	0.09%	0.04%
MSFT	F	5.29%	6.23%	5.29%
MSI	B	0.16%	0.17%	0.16%
NDAQ	A	0.19%	0.07%	0.07%
NEE	D	0.22%	0.32%	0.22%
NFLX	A	0.63%	0.77%	0.63%
NOW	A	0.18%	0.43%	0.18%
NRG	B	0.1%	0.04%	0.04%
NTAP	C	0.61%	0.05%	0.05%
NVDA	C	6.03%	7.23%	6.03%
NWSA	B	0.21%	0.02%	0.02%
NXPI	D	0.36%	0.11%	0.11%
ODFL	B	0.04%	0.08%	0.04%
OMC	C	0.26%	0.04%	0.04%
ORCL	B	0.7%	0.61%	0.61%
OTIS	C	0.06%	0.08%	0.06%
PANW	C	0.16%	0.25%	0.16%
PAYX	C	0.05%	0.09%	0.05%
PEG	A	0.39%	0.09%	0.09%
PEP	F	1.14%	0.44%	0.44%
PFE	D	0.19%	0.28%	0.19%
PGR	A	0.32%	0.31%	0.31%
PKG	A	0.21%	0.04%	0.04%
PLTR	B	0.28%	0.26%	0.26%
PNC	B	0.12%	0.16%	0.12%
PRU	A	0.22%	0.09%	0.09%
PYPL	B	0.02%	0.18%	0.02%
QCOM	F	0.47%	0.34%	0.34%
REGN	F	0.03%	0.16%	0.03%
RL	B	0.33%	0.02%	0.02%
RMD	C	0.29%	0.07%	0.07%
RTX	C	0.32%	0.32%	0.32%
SBUX	A	0.07%	0.23%	0.07%
SHW	A	0.45%	0.18%	0.18%
SNA	A	0.06%	0.03%	0.03%
SNPS	B	0.04%	0.17%	0.04%
SO	D	0.2%	0.19%	0.19%
SPG	B	0.33%	0.11%	0.11%
SPGI	C	0.27%	0.33%	0.27%
STT	A	0.15%	0.06%	0.06%
SWKS	F	0.05%	0.03%	0.03%
SYK	C	0.08%	0.27%	0.08%
T	A	0.54%	0.33%	0.33%
TER	D	0.07%	0.04%	0.04%
TFC	A	0.05%	0.13%	0.05%
TGT	F	0.03%	0.12%	0.03%
TJX	A	0.07%	0.27%	0.07%
TMO	F	0.15%	0.39%	0.15%
TMUS	B	0.25%	0.23%	0.23%
TPR	B	0.03%	0.03%	0.03%
TRGP	B	0.13%	0.09%	0.09%
TROW	B	0.52%	0.05%	0.05%
TRV	B	0.28%	0.12%	0.12%
TSCO	D	0.16%	0.06%	0.06%
TSLA	B	1.5%	1.91%	1.5%
TT	A	0.14%	0.19%	0.14%
TXN	C	1.09%	0.37%	0.37%
UBER	D	0.29%	0.29%	0.29%
UNH	C	0.8%	1.12%	0.8%
VLO	C	0.21%	0.09%	0.09%
VRSK	A	0.26%	0.09%	0.09%
VRTX	F	0.34%	0.23%	0.23%
VZ	C	1.24%	0.36%	0.36%
WFC	A	0.27%	0.5%	0.27%
WMB	A	0.23%	0.14%	0.14%
WMT	A	0.71%	0.77%	0.71%
WST	C	0.33%	0.04%	0.04%
WTW	B	0.09%	0.06%	0.06%
XOM	B	1.05%	1.08%	1.05%
YUM	B	0.54%	0.07%	0.07%
ZTS	D	0.15%	0.17%	0.15%

HDUS Overweight 83 Positions Relative to XRMI

Symbol	Grade	Weight
LAMR	D	0.77%
KNF	A	0.69%
JHG	A	0.68%
EME	C	0.59%
ALSN	B	0.59%
DBX	B	0.53%
RHI	B	0.5%
GLPI	C	0.5%
TXRH	C	0.48%
STWD	C	0.48%
RPM	A	0.44%
R	B	0.42%
AXS	A	0.41%
MLI	C	0.4%
MUSA	A	0.38%
HRB	D	0.37%
ADC	B	0.35%
BAH	F	0.35%
RDN	C	0.35%
AGNC	D	0.34%
DCI	B	0.33%
STAG	F	0.33%
OHI	C	0.31%
CRBG	B	0.29%
INGR	B	0.29%
FSS	B	0.26%
APP	B	0.25%
CHRD	D	0.23%
NNN	D	0.23%
ALTR	B	0.22%
GWRE	A	0.22%
ALV	C	0.22%
NYT	C	0.22%
MANH	D	0.21%
ORI	A	0.2%
LNG	B	0.2%
HUBS	A	0.18%
BJ	A	0.17%
FLEX	A	0.17%
ACI	C	0.16%
CSWI	A	0.15%
DY	D	0.14%
DDOG	A	0.13%
COKE	C	0.12%
WSM	B	0.12%
DKS	C	0.12%
CBT	C	0.12%
OC	A	0.11%
ESI	A	0.1%
MTG	C	0.09%
DASH	A	0.09%
LII	A	0.09%
VRNS	D	0.09%
GNTX	C	0.09%
CUBE	D	0.08%
CROX	D	0.08%
COIN	C	0.07%
HLNE	B	0.07%
NTNX	A	0.07%
ESTC	C	0.05%
CHH	A	0.05%
FLO	D	0.05%
SMAR	A	0.04%
CACI	D	0.04%
DTM	B	0.04%
FNF	B	0.04%
INSP	D	0.04%
RBLX	C	0.04%
ZS	C	0.04%
AYI	B	0.04%
EVR	B	0.03%
IBKR	A	0.03%
MORN	B	0.03%
CSL	C	0.03%
CRUS	D	0.02%
NET	B	0.02%
FR	C	0.02%
OGE	B	0.02%
TMDX	F	0.01%
SNOW	C	0.01%
OGN	D	0.01%
EGP	F	0.01%
RYN	D	0.01%

HDUS Underweight 319 Positions Relative to XRMI

Symbol	Grade	Weight
GOOG	C	-1.72%
V	A	-1.03%
MA	C	-0.85%
PG	A	-0.81%
LIN	D	-0.44%
DIS	B	-0.42%
PM	B	-0.41%
CMCSA	B	-0.33%
HON	B	-0.3%
UNP	C	-0.29%
BX	A	-0.27%
FI	A	-0.26%
SCHW	B	-0.24%
ADP	B	-0.24%
BA	F	-0.22%
MU	D	-0.22%
ADI	D	-0.21%
PLD	D	-0.21%
DE	A	-0.21%
ANET	C	-0.2%
INTC	D	-0.2%
AMT	D	-0.19%
GEV	B	-0.19%
UPS	C	-0.19%
ICE	C	-0.18%
PH	A	-0.18%
NKE	D	-0.18%
ELV	F	-0.18%
CI	F	-0.18%
CME	A	-0.17%
MDLZ	F	-0.17%
AON	A	-0.17%
USB	A	-0.16%
WELL	A	-0.16%
WM	A	-0.16%
EQIX	A	-0.16%
TDG	D	-0.15%
EMR	A	-0.15%
APD	A	-0.15%
OKE	A	-0.14%
NOC	D	-0.14%
ADSK	A	-0.14%
COF	B	-0.14%
ITW	B	-0.14%
CVS	D	-0.14%
CEG	D	-0.14%
CARR	D	-0.13%
MAR	B	-0.13%
ORLY	B	-0.13%
CSX	B	-0.13%
BDX	F	-0.13%
AJG	B	-0.13%
PCAR	B	-0.12%
NSC	B	-0.12%
HLT	A	-0.12%
SLB	C	-0.12%
FCX	D	-0.12%
ALL	A	-0.11%
AEP	D	-0.11%
PSX	C	-0.11%
JCI	C	-0.11%
RCL	A	-0.11%
ROP	B	-0.11%
FTNT	C	-0.11%
SRE	A	-0.11%
DLR	B	-0.11%
PCG	A	-0.1%
HWM	A	-0.1%
NEM	D	-0.1%
AZO	C	-0.1%
FAST	B	-0.1%
PWR	A	-0.1%
GWW	B	-0.1%
FIS	C	-0.1%
DHI	D	-0.1%
D	C	-0.1%
VST	B	-0.1%
CPRT	A	-0.1%
MET	A	-0.1%
URI	B	-0.1%
O	D	-0.1%
PSA	D	-0.1%
AMP	A	-0.1%
RSG	A	-0.09%
LEN	D	-0.09%
CTVA	C	-0.09%
EW	C	-0.09%
IR	B	-0.09%
F	C	-0.09%
CCI	D	-0.09%
BKR	B	-0.09%
LHX	C	-0.09%
ROST	C	-0.09%
AME	A	-0.09%
AIG	B	-0.09%
SYY	B	-0.08%
DAL	C	-0.08%
HES	B	-0.08%
MNST	C	-0.08%
VMC	B	-0.08%
STZ	D	-0.08%
AXON	A	-0.08%
XEL	A	-0.08%
EXC	C	-0.08%
CBRE	B	-0.08%
DFS	B	-0.08%
COR	B	-0.08%
HUM	C	-0.07%
DXCM	D	-0.07%
MLM	B	-0.07%
CSGP	D	-0.07%
CNC	D	-0.07%
HIG	B	-0.07%
WEC	A	-0.07%
FITB	A	-0.07%
LULU	C	-0.07%
EXR	D	-0.07%
KDP	D	-0.07%
VICI	C	-0.07%
MTB	A	-0.07%
ACGL	D	-0.07%
IQV	D	-0.07%
WAB	B	-0.07%
ED	D	-0.07%
CHTR	C	-0.07%
A	D	-0.07%
DD	D	-0.07%
OXY	D	-0.07%
MCHP	D	-0.07%
GIS	D	-0.07%
NUE	C	-0.07%
KR	B	-0.07%
GPN	B	-0.06%
ANSS	B	-0.06%
KEYS	A	-0.06%
DECK	A	-0.06%
EFX	F	-0.06%
CAH	B	-0.06%
VTR	C	-0.06%
HPE	B	-0.06%
RJF	A	-0.06%
HAL	C	-0.06%
DOV	A	-0.06%
CHD	B	-0.06%
DOW	F	-0.06%
SW	A	-0.06%
ROK	B	-0.06%
GRMN	B	-0.06%
ON	D	-0.06%
ETR	B	-0.06%
TTWO	A	-0.06%
IDXX	F	-0.06%
XYL	D	-0.06%
UAL	A	-0.06%
BIIB	F	-0.05%
FE	C	-0.05%
LYB	F	-0.05%
MTD	D	-0.05%
CPAY	A	-0.05%
LYV	A	-0.05%
WBD	C	-0.05%
PTC	A	-0.05%
TYL	B	-0.05%
SBAC	D	-0.05%
SYF	B	-0.05%
WY	D	-0.05%
RF	A	-0.05%
LDOS	C	-0.05%
NTRS	A	-0.05%
IFF	D	-0.05%
CCL	B	-0.05%
DVN	F	-0.05%
VLTO	D	-0.05%
CDW	F	-0.05%
AEE	A	-0.05%
KHC	F	-0.05%
PHM	D	-0.05%
AWK	D	-0.05%
FTV	C	-0.05%
BRO	B	-0.05%
HBAN	A	-0.05%
EQT	B	-0.05%
PPG	F	-0.05%
ADM	D	-0.05%
PPL	B	-0.05%
LVS	C	-0.04%
EXPD	D	-0.04%
PODD	C	-0.04%
NI	A	-0.04%
KIM	A	-0.04%
WRB	A	-0.04%
PNR	A	-0.04%
MAS	D	-0.04%
TRMB	B	-0.04%
DG	F	-0.04%
TSN	B	-0.04%
KEY	B	-0.04%
LH	C	-0.04%
BALL	D	-0.04%
STE	F	-0.04%
LUV	C	-0.04%
HOLX	D	-0.04%
IP	B	-0.04%
FSLR	F	-0.04%
CFG	B	-0.04%
STX	D	-0.04%
CLX	B	-0.04%
WAT	B	-0.04%
TDY	B	-0.04%
CTRA	B	-0.04%
EXPE	B	-0.04%
PFG	D	-0.04%
MKC	D	-0.04%
INVH	D	-0.04%
CNP	B	-0.04%
BLDR	D	-0.04%
CMS	C	-0.04%
STLD	B	-0.04%
ZBH	C	-0.04%
WDC	D	-0.04%
HUBB	B	-0.04%
ES	D	-0.04%
NVR	D	-0.04%
K	A	-0.04%
ATO	A	-0.04%
INCY	C	-0.03%
CPT	B	-0.03%
DPZ	C	-0.03%
HST	C	-0.03%
EPAM	C	-0.03%
BXP	D	-0.03%
SMCI	F	-0.03%
LW	C	-0.03%
JBL	B	-0.03%
DAY	B	-0.03%
MRNA	F	-0.03%
REG	B	-0.03%
CAG	D	-0.03%
UDR	B	-0.03%
KMX	B	-0.03%
RVTY	F	-0.03%
APTV	D	-0.03%
ALGN	D	-0.03%
ULTA	F	-0.03%
EG	C	-0.03%
ROL	B	-0.03%
SWK	D	-0.03%
DLTR	F	-0.03%
VRSN	F	-0.03%
AKAM	D	-0.03%
AVY	D	-0.03%
MOH	F	-0.03%
ARE	D	-0.03%
EVRG	A	-0.03%
GEN	B	-0.03%
AMCR	D	-0.03%
L	A	-0.03%
DOC	D	-0.03%
MRO	B	-0.03%
IEX	B	-0.03%
TXT	D	-0.03%
FDS	B	-0.03%
VTRS	A	-0.03%
LNT	A	-0.03%
EL	F	-0.03%
CF	B	-0.03%
ZBRA	B	-0.03%
J	F	-0.03%
MAA	B	-0.03%
BAX	D	-0.03%
GL	B	-0.02%
CRL	C	-0.02%
BWA	D	-0.02%
APA	D	-0.02%
IVZ	B	-0.02%
MOS	F	-0.02%
MTCH	D	-0.02%
AOS	F	-0.02%
WYNN	D	-0.02%
DVA	B	-0.02%
CZR	F	-0.02%
HRL	D	-0.02%
ENPH	F	-0.02%
HAS	D	-0.02%
ERIE	D	-0.02%
MKTX	D	-0.02%
AIZ	A	-0.02%
GNRC	B	-0.02%
PNW	B	-0.02%
ALLE	D	-0.02%
MGM	D	-0.02%
AES	F	-0.02%
HSIC	B	-0.02%
PAYC	B	-0.02%
IPG	D	-0.02%
EMN	D	-0.02%
UHS	D	-0.02%
SOLV	C	-0.02%
CTLT	B	-0.02%
NCLH	B	-0.02%
SJM	D	-0.02%
ALB	C	-0.02%
TAP	C	-0.02%
POOL	C	-0.02%
NDSN	B	-0.02%
FFIV	B	-0.02%
TECH	D	-0.02%
NWS	B	-0.01%
PARA	C	-0.01%
QRVO	F	-0.01%
WBA	F	-0.01%
HII	D	-0.01%
FOX	A	-0.01%
BEN	C	-0.01%
MHK	D	-0.01%
FRT	B	-0.01%
FMC	D	-0.01%
CE	F	-0.01%
TFX	F	-0.01%