IVW vs. HDUS ETF Comparison

Comparison of iShares S&P 500 Growth ETF (IVW) to Hartford Disciplined US Equity ETF (HDUS)
IVW

iShares S&P 500 Growth ETF

IVW Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P 500® Growth Index (the "underlying index"), which measures the performance of the large-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$99.62

Average Daily Volume

1,876,242

Number of Holdings *

233

* may have additional holdings in another (foreign) market
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
Performance
Period IVW HDUS
30 Days 3.28% 3.75%
60 Days 4.93% 5.23%
90 Days 6.28% 7.06%
12 Months 37.80% 31.94%
95 Overlapping Holdings
Symbol Grade Weight in IVW Weight in HDUS Overlap
AAPL C 11.96% 5.07% 5.07%
ABBV D 0.38% 1.03% 0.38%
ABNB C 0.1% 0.21% 0.1%
ACN C 0.42% 0.4% 0.4%
ADBE C 0.81% 0.14% 0.14%
AMAT F 0.53% 0.39% 0.39%
AMD F 0.77% 0.07% 0.07%
AMZN C 6.81% 3.51% 3.51%
APH A 0.17% 0.46% 0.17%
AVGO D 2.73% 1.31% 1.31%
AXP A 0.39% 0.19% 0.19%
BKNG A 0.57% 0.48% 0.48%
BR A 0.05% 0.12% 0.05%
BSX B 0.24% 0.32% 0.24%
CAT B 0.38% 0.23% 0.23%
CBOE B 0.05% 0.64% 0.05%
CDNS B 0.29% 0.16% 0.16%
CL D 0.1% 0.64% 0.1%
CMG B 0.28% 0.09% 0.09%
COP C 0.31% 0.3% 0.3%
COST B 0.59% 0.63% 0.59%
CRM B 1.11% 0.36% 0.36%
CRWD B 0.27% 0.2% 0.2%
CTAS B 0.14% 0.62% 0.14%
DELL C 0.07% 0.02% 0.02%
DRI B 0.04% 0.11% 0.04%
EA A 0.06% 0.48% 0.06%
ECL D 0.11% 0.11% 0.11%
EOG A 0.18% 0.43% 0.18%
ETN A 0.31% 0.24% 0.24%
FANG D 0.12% 0.22% 0.12%
FICO B 0.2% 0.33% 0.2%
GDDY A 0.09% 0.47% 0.09%
GE D 0.29% 0.15% 0.15%
GOOGL C 3.55% 3.92% 3.55%
HCA F 0.11% 0.09% 0.09%
HD A 0.51% 0.46% 0.46%
HSY F 0.03% 0.23% 0.03%
INTU C 0.68% 0.26% 0.26%
IRM D 0.06% 0.43% 0.06%
ISRG A 0.43% 0.02% 0.02%
IT C 0.14% 0.07% 0.07%
KKR A 0.35% 0.06% 0.06%
KLAC D 0.3% 0.29% 0.29%
KO D 0.33% 0.44% 0.33%
LLY F 2.14% 0.93% 0.93%
LRCX F 0.34% 0.16% 0.16%
MCD D 0.32% 0.29% 0.29%
MCO B 0.12% 0.41% 0.12%
META D 4.35% 1.88% 1.88%
MMC B 0.2% 0.18% 0.18%
MPC D 0.1% 0.18% 0.1%
MPWR F 0.1% 0.11% 0.1%
MRK F 0.34% 0.26% 0.26%
MSCI C 0.09% 0.04% 0.04%
MSFT F 10.94% 5.41% 5.41%
MSI B 0.16% 0.16% 0.16%
NFLX A 1.24% 0.6% 0.6%
NOW A 0.74% 0.18% 0.18%
NTAP C 0.03% 0.58% 0.03%
NVDA C 12.44% 6.03% 6.03%
NXPI D 0.15% 0.37% 0.15%
ODFL B 0.14% 0.05% 0.05%
ORCL B 1.03% 0.69% 0.69%
OTIS C 0.05% 0.06% 0.05%
PANW C 0.44% 0.16% 0.16%
PAYX C 0.06% 0.05% 0.05%
PEP F 0.28% 1.18% 0.28%
PGR A 0.26% 0.32% 0.26%
PLTR B 0.41% 0.26% 0.26%
QCOM F 0.33% 0.49% 0.33%
REGN F 0.17% 0.03% 0.03%
RL B 0.02% 0.34% 0.02%
SBUX A 0.23% 0.07% 0.07%
SHW A 0.16% 0.46% 0.16%
SNA A 0.03% 0.06% 0.03%
SNPS B 0.29% 0.05% 0.05%
SPG B 0.07% 0.33% 0.07%
SPGI C 0.25% 0.27% 0.25%
SYK C 0.29% 0.08% 0.08%
TJX A 0.3% 0.07% 0.07%
TMO F 0.27% 0.16% 0.16%
TRGP B 0.14% 0.13% 0.13%
TSCO D 0.04% 0.17% 0.04%
TSLA B 2.98% 1.36% 1.36%
TT A 0.22% 0.14% 0.14%
TXN C 0.24% 1.13% 0.24%
UBER D 0.52% 0.29% 0.29%
UNH C 0.72% 0.79% 0.72%
VRSK A 0.08% 0.26% 0.08%
VRTX F 0.28% 0.36% 0.28%
WMB A 0.09% 0.21% 0.09%
WST C 0.08% 0.35% 0.08%
YUM B 0.06% 0.55% 0.06%
ZTS D 0.15% 0.14% 0.14%
IVW Overweight 138 Positions Relative to HDUS
Symbol Grade Weight
GOOG C 2.94%
V A 1.17%
MA C 1.07%
PG A 0.53%
LIN D 0.39%
ANET C 0.34%
BX A 0.32%
TDG D 0.25%
PM B 0.25%
PH A 0.24%
MAR B 0.23%
FI A 0.22%
UNP C 0.22%
FTNT C 0.21%
HLT A 0.21%
ADI D 0.21%
DE A 0.2%
RCL A 0.19%
URI B 0.19%
ORLY B 0.18%
ADP B 0.17%
DHI D 0.17%
CPRT A 0.17%
ROST C 0.16%
VST B 0.16%
AXON A 0.15%
PCAR B 0.15%
BA F 0.15%
EQIX A 0.14%
HES B 0.14%
AON A 0.14%
MDLZ F 0.13%
AZO C 0.13%
AMT D 0.13%
ACGL D 0.13%
LULU C 0.13%
WM A 0.13%
GEV B 0.13%
OKE A 0.13%
GWW B 0.13%
NKE D 0.13%
ITW B 0.12%
ADSK A 0.12%
CSX B 0.12%
FCX D 0.11%
CEG D 0.11%
IR B 0.11%
PWR A 0.11%
AJG B 0.11%
NVR D 0.1%
CME A 0.1%
AMP A 0.1%
CARR D 0.1%
CPAY A 0.09%
ROP B 0.09%
TYL B 0.09%
FTV C 0.09%
HWM A 0.09%
PHM D 0.09%
DECK A 0.09%
NUE C 0.08%
PSA D 0.08%
DLR B 0.08%
EXPE B 0.08%
LEN D 0.08%
DAL C 0.08%
FAST B 0.08%
DFS B 0.08%
MNST C 0.08%
MLM B 0.08%
VMC B 0.08%
RSG A 0.08%
IDXX F 0.07%
BRO B 0.07%
LYV A 0.07%
MCHP D 0.07%
BLDR D 0.07%
AME A 0.07%
ANSS B 0.06%
CCL B 0.06%
GRMN B 0.06%
CHTR C 0.06%
TEL B 0.06%
DXCM D 0.06%
CSGP D 0.05%
IQV D 0.05%
PTC A 0.05%
EW C 0.05%
TTWO A 0.05%
ROK B 0.05%
CDW F 0.04%
LVS C 0.04%
MOH F 0.04%
HUBB B 0.04%
NCLH B 0.04%
ULTA F 0.04%
CHD B 0.04%
STE F 0.04%
PNR A 0.04%
CTRA B 0.04%
STLD B 0.04%
ON D 0.04%
EFX F 0.04%
HST C 0.03%
VRSN F 0.03%
LW C 0.03%
POOL C 0.03%
JBL B 0.03%
CE F 0.03%
STX D 0.03%
WAT B 0.03%
CF B 0.03%
COO D 0.03%
APA D 0.03%
MRO B 0.03%
ALGN D 0.03%
WYNN D 0.03%
FDS B 0.03%
SMCI F 0.03%
MAS D 0.03%
SBAC D 0.03%
MTD D 0.03%
ALLE D 0.02%
PAYC B 0.02%
CZR F 0.02%
AOS F 0.02%
EPAM C 0.02%
ERIE D 0.02%
MGM D 0.02%
ROL B 0.02%
DPZ C 0.02%
AKAM D 0.02%
EXPD D 0.02%
DAY B 0.02%
GNRC B 0.02%
PODD C 0.02%
ENPH F 0.01%
DVA B 0.01%
IVW Underweight 168 Positions Relative to HDUS
Symbol Grade Weight
JNJ D -1.49%
VZ C -1.2%
MO A -1.11%
XOM B -1.05%
JPM A -0.92%
CVX A -0.92%
CMI A -0.88%
LAMR D -0.76%
BMY B -0.72%
IBM C -0.71%
JHG A -0.7%
WMT A -0.69%
KNF A -0.67%
KVUE A -0.63%
BK A -0.61%
ALSN B -0.6%
EME C -0.57%
CTSH B -0.54%
DBX B -0.54%
T A -0.53%
TROW B -0.53%
RHI B -0.51%
ABT B -0.51%
GILD C -0.5%
TXRH C -0.49%
GLPI C -0.48%
STWD C -0.47%
BRK.A B -0.46%
RPM A -0.45%
CB C -0.44%
R B -0.43%
MS A -0.41%
AXS A -0.4%
MLI C -0.39%
PEG A -0.38%
MUSA A -0.38%
MCK B -0.38%
HRB D -0.38%
BAH F -0.37%
RDN C -0.36%
DCI B -0.34%
ADC B -0.34%
STAG F -0.33%
AGNC D -0.33%
RTX C -0.32%
KMI A -0.32%
LMT D -0.32%
OHI C -0.31%
CSCO B -0.31%
CHRW C -0.3%
INGR B -0.3%
DGX A -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%
BG F -0.26%
FOXA B -0.26%
EBAY D -0.26%
TMUS B -0.25%
FDX B -0.25%
FSS B -0.25%
NYT C -0.23%
ESS B -0.23%
KMB D -0.23%
CHRD D -0.23%
ALV C -0.22%
MDT D -0.22%
NEE D -0.22%
NNN D -0.22%
PRU A -0.22%
VLO C -0.21%
APP B -0.21%
MANH D -0.21%
GWRE A -0.21%
ALTR B -0.21%
PKG A -0.2%
SO D -0.2%
ORI A -0.2%
AMGN D -0.2%
NWSA B -0.2%
PFE D -0.19%
LOW D -0.19%
LNG B -0.19%
NDAQ A -0.18%
BJ A -0.17%
HUBS A -0.17%
ACI C -0.16%
FLEX A -0.16%
MMM D -0.16%
STT A -0.15%
GD F -0.15%
AVB B -0.14%
DY D -0.14%
CSWI A -0.14%
EIX B -0.14%
GLW B -0.13%
CBT C -0.13%
GEHC F -0.13%
HPQ B -0.13%
DDOG A -0.13%
BLK C -0.13%
DUK C -0.12%
PNC B -0.12%
DKS C -0.12%
GS A -0.11%
OC A -0.11%
COKE C -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%
LII A -0.09%
GPC D -0.09%
C A -0.09%
TER D -0.08%
CUBE D -0.08%
EQR B -0.08%
DHR F -0.08%
CROX D -0.08%
HLNE B -0.07%
DTE C -0.07%
NTNX A -0.07%
BAC A -0.07%
CPB D -0.07%
BBY D -0.06%
ESTC C -0.05%
CHH A -0.05%
FLO D -0.05%
COIN C -0.05%
TFC A -0.05%
SWKS F -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%
TGT F -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%
JKHY D -0.03%
CSL C -0.03%
SMAR A -0.03%
JBHT C -0.02%
CRUS D -0.02%
GM B -0.02%
PYPL B -0.02%
NET B -0.02%
FR C -0.02%
OGE B -0.02%
SNOW C -0.01%
TMDX F -0.01%
OGN D -0.01%
LKQ D -0.01%
CINF A -0.01%
RYN D -0.01%
EGP F -0.01%
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