NBCR vs. HDUS ETF Comparison

Comparison of Neuberger Berman Core Equity ETF (NBCR) to Hartford Disciplined US Equity ETF (HDUS)

NBCR

Neuberger Berman Core Equity ETF

NBCR Description

To pursue its goal, the fund invests mainly in equity securities of large-capitalization companies, which it defines as companies that have a market capitalization within the market capitalization range of companies in the Russell 1000® Index at the time of initial purchase. The portfolio managers seek to invest in a broadly diversified group of securities that have the potential to outperform the Russell 1000 Index with a lower level of risk through security selection.

Grade (RS Rating)

Last Trade

$27.43

Average Daily Volume

16,373

Number of Holdings ^*

192

* 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	NBCR	HDUS
30 Days	2.81%	3.75%
60 Days	4.11%	5.23%
90 Days	5.52%	7.06%
12 Months		31.94%

84 Overlapping Holdings

Symbol	Grade	Weight in NBCR	Weight in HDUS	Overlap
AAPL	C	6.48%	5.07%	5.07%
ABBV	D	0.86%	1.03%	0.86%
ACN	C	0.47%	0.4%	0.4%
AMAT	F	0.52%	0.39%	0.39%
AMD	F	0.57%	0.07%	0.07%
AMGN	D	0.31%	0.2%	0.2%
AMZN	C	3.83%	3.51%	3.51%
APH	A	0.45%	0.46%	0.45%
BAC	A	0.76%	0.07%	0.07%
BK	A	0.12%	0.61%	0.12%
BKNG	A	0.49%	0.48%	0.48%
BLK	C	0.35%	0.13%	0.13%
BMY	B	0.28%	0.72%	0.28%
BSX	B	0.87%	0.32%	0.32%
C	A	0.39%	0.09%	0.09%
CAT	B	0.51%	0.23%	0.23%
CL	D	0.36%	0.64%	0.36%
COP	C	0.4%	0.3%	0.3%
COST	B	1.06%	0.63%	0.63%
CRM	B	0.87%	0.36%	0.36%
CRWD	B	0.51%	0.2%	0.2%
CSCO	B	0.46%	0.31%	0.31%
DGX	A	0.19%	0.29%	0.19%
DTE	C	0.07%	0.07%	0.07%
DTM	B	0.08%	0.04%	0.04%
DUK	C	0.23%	0.12%	0.12%
EA	A	0.17%	0.48%	0.17%
ECL	D	0.16%	0.11%	0.11%
EOG	A	0.31%	0.43%	0.31%
EQR	B	0.09%	0.08%	0.08%
ESI	A	0.14%	0.1%	0.1%
ETN	A	0.63%	0.24%	0.24%
FANG	D	0.24%	0.22%	0.22%
FDX	B	0.22%	0.25%	0.22%
GE	D	0.94%	0.15%	0.15%
GM	B	0.59%	0.02%	0.02%
GOOGL	C	3.37%	3.92%	3.37%
GS	A	0.42%	0.11%	0.11%
HCA	F	0.26%	0.09%	0.09%
HD	A	1.22%	0.46%	0.46%
INTU	C	0.62%	0.26%	0.26%
IT	C	0.13%	0.07%	0.07%
JNJ	D	0.98%	1.49%	0.98%
JPM	A	1.4%	0.92%	0.92%
KKR	A	0.61%	0.06%	0.06%
LLY	F	1.19%	0.93%	0.93%
LMT	D	0.26%	0.32%	0.26%
LNG	B	0.13%	0.19%	0.13%
LRCX	F	0.2%	0.16%	0.16%
MCD	D	0.58%	0.29%	0.29%
MCK	B	0.25%	0.38%	0.25%
MCO	B	0.28%	0.41%	0.28%
MDT	D	0.72%	0.22%	0.22%
MMM	D	0.44%	0.16%	0.16%
MSFT	F	6.01%	5.41%	5.41%
MSI	B	0.35%	0.16%	0.16%
NDAQ	A	0.3%	0.18%	0.18%
NEE	D	0.33%	0.22%	0.22%
NFLX	A	0.81%	0.6%	0.6%
NOW	A	0.77%	0.18%	0.18%
NVDA	C	6.7%	6.03%	6.03%
ORCL	B	0.99%	0.69%	0.69%
PEG	A	0.16%	0.38%	0.16%
PNC	B	0.31%	0.12%	0.12%
QCOM	F	0.91%	0.49%	0.49%
REGN	F	0.3%	0.03%	0.03%
SHW	A	0.24%	0.46%	0.24%
SMAR	A	0.07%	0.03%	0.03%
SNPS	B	0.58%	0.05%	0.05%
SPGI	C	0.74%	0.27%	0.27%
STWD	C	0.11%	0.47%	0.11%
T	A	0.75%	0.53%	0.53%
TJX	A	0.71%	0.07%	0.07%
TMO	F	0.53%	0.16%	0.16%
TMUS	B	0.88%	0.25%	0.25%
TRGP	B	0.09%	0.13%	0.09%
TT	A	0.48%	0.14%	0.14%
TXN	C	0.63%	1.13%	0.63%
UBER	D	0.74%	0.29%	0.29%
VRSK	A	0.17%	0.26%	0.17%
VRTX	F	0.51%	0.36%	0.36%
WFC	A	0.99%	0.27%	0.27%
WMB	A	0.16%	0.21%	0.16%
XOM	B	1.15%	1.05%	1.05%

NBCR Overweight 108 Positions Relative to HDUS

Symbol	Grade	Weight
GOOG	C	1.94%
AON	A	1.41%
V	A	1.23%
MA	C	1.1%
UNM	A	0.97%
PG	A	0.87%
TDG	D	0.77%
AIG	B	0.76%
FI	A	0.66%
CCL	B	0.62%
FYBR	D	0.6%
LIN	D	0.59%
IWB	A	0.56%
ICE	C	0.56%
DKNG	B	0.52%
UL	D	0.51%
ADI	D	0.5%
ZBH	C	0.5%
PH	A	0.48%
ALL	A	0.45%
KDP	D	0.42%
ULTA	F	0.4%
NVT	B	0.39%
PLD	D	0.38%
CARR	D	0.36%
IR	B	0.36%
MDLZ	F	0.36%
LVS	C	0.35%
CVS	D	0.33%
DE	A	0.33%
APO	B	0.32%
URI	B	0.32%
GIS	D	0.31%
TRU	D	0.3%
AVY	D	0.29%
NSC	B	0.29%
CSX	B	0.27%
FCX	D	0.26%
ELV	F	0.26%
GL	B	0.26%
ORLY	B	0.26%
SLB	C	0.26%
DAL	C	0.25%
DLTR	F	0.25%
AIZ	A	0.25%
NKE	D	0.25%
MLM	B	0.25%
PSX	C	0.24%
FITB	A	0.24%
ASML	F	0.23%
K	A	0.22%
LEN	D	0.22%
EHC	B	0.22%
MET	A	0.22%
SAIA	B	0.21%
WCN	A	0.21%
HUM	C	0.2%
SRE	A	0.2%
VTR	C	0.2%
CHKP	D	0.2%
J	F	0.19%
AEP	D	0.19%
BA	F	0.19%
EFX	F	0.18%
DXCM	D	0.18%
CNC	D	0.18%
STZ	D	0.17%
MOH	F	0.17%
D	C	0.17%
ADSK	A	0.17%
CEG	D	0.17%
RSG	A	0.16%
ELS	C	0.16%
OKE	A	0.16%
ETR	B	0.16%
TKO	B	0.15%
VST	B	0.15%
FCPT	C	0.14%
CFG	B	0.14%
PCG	A	0.14%
APTV	D	0.14%
WRBY	B	0.14%
APD	A	0.14%
EQT	B	0.13%
LNT	A	0.13%
AVTR	F	0.13%
CDW	F	0.13%
ENTG	D	0.13%
IQV	D	0.13%
BLDR	D	0.12%
MTCH	D	0.12%
TW	A	0.12%
NUE	C	0.11%
FE	C	0.11%
ON	D	0.1%
INVH	D	0.1%
STLD	B	0.1%
CNP	B	0.09%
BMRN	D	0.09%
UTZ	D	0.08%
CCK	C	0.08%
WIX	B	0.08%
TOL	B	0.07%
GXO	B	0.06%
WY	D	0.06%
IONS	F	0.05%
FBIN	D	0.05%
BHP	F	0.03%

NBCR Underweight 179 Positions Relative to HDUS

Symbol	Grade	Weight
META	D	-1.88%
TSLA	B	-1.36%
AVGO	D	-1.31%
VZ	C	-1.2%
PEP	F	-1.18%
MO	A	-1.11%
CVX	A	-0.92%
CMI	A	-0.88%
UNH	C	-0.79%
LAMR	D	-0.76%
IBM	C	-0.71%
JHG	A	-0.7%
WMT	A	-0.69%
KNF	A	-0.67%
CBOE	B	-0.64%
KVUE	A	-0.63%
CTAS	B	-0.62%
ALSN	B	-0.6%
NTAP	C	-0.58%
EME	C	-0.57%
YUM	B	-0.55%
CTSH	B	-0.54%
DBX	B	-0.54%
TROW	B	-0.53%
RHI	B	-0.51%
ABT	B	-0.51%
GILD	C	-0.5%
TXRH	C	-0.49%
GLPI	C	-0.48%
GDDY	A	-0.47%
BRK.A	B	-0.46%
RPM	A	-0.45%
CB	C	-0.44%
KO	D	-0.44%
IRM	D	-0.43%
R	B	-0.43%
MS	A	-0.41%
AXS	A	-0.4%
MLI	C	-0.39%
MUSA	A	-0.38%
HRB	D	-0.38%
NXPI	D	-0.37%
BAH	F	-0.37%
RDN	C	-0.36%
WST	C	-0.35%
DCI	B	-0.34%
ADC	B	-0.34%
RL	B	-0.34%
SPG	B	-0.33%
FICO	B	-0.33%
STAG	F	-0.33%
AGNC	D	-0.33%
RTX	C	-0.32%
PGR	A	-0.32%
KMI	A	-0.32%
OHI	C	-0.31%
CHRW	C	-0.3%
INGR	B	-0.3%
KLAC	D	-0.29%
TRV	B	-0.28%
AFL	B	-0.28%
OMC	C	-0.28%
CRBG	B	-0.28%
RMD	C	-0.27%
PLTR	B	-0.26%
BG	F	-0.26%
MRK	F	-0.26%
FOXA	B	-0.26%
EBAY	D	-0.26%
FSS	B	-0.25%
NYT	C	-0.23%
HSY	F	-0.23%
ESS	B	-0.23%
KMB	D	-0.23%
CHRD	D	-0.23%
ALV	C	-0.22%
NNN	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%
PKG	A	-0.2%
SO	D	-0.2%
ORI	A	-0.2%
NWSA	B	-0.2%
PFE	D	-0.19%
AXP	A	-0.19%
LOW	D	-0.19%
MPC	D	-0.18%
MMC	B	-0.18%
TSCO	D	-0.17%
BJ	A	-0.17%
HUBS	A	-0.17%
CDNS	B	-0.16%
PANW	C	-0.16%
ACI	C	-0.16%
FLEX	A	-0.16%
STT	A	-0.15%
GD	F	-0.15%
AVB	B	-0.14%
ADBE	C	-0.14%
DY	D	-0.14%
ZTS	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%
BR	A	-0.12%
DKS	C	-0.12%
OC	A	-0.11%
MPWR	F	-0.11%
COKE	C	-0.11%
DRI	B	-0.11%
GNTX	C	-0.1%
VRNS	D	-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%
CMG	B	-0.09%
TER	D	-0.08%
CUBE	D	-0.08%
SYK	C	-0.08%
DHR	F	-0.08%
CROX	D	-0.08%
HLNE	B	-0.07%
SBUX	A	-0.07%
NTNX	A	-0.07%
CPB	D	-0.07%
OTIS	C	-0.06%
SNA	A	-0.06%
BBY	D	-0.06%
ODFL	B	-0.05%
PAYX	C	-0.05%
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%
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%
MSCI	C	-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%
JBHT	C	-0.02%
DELL	C	-0.02%
ISRG	A	-0.02%
CRUS	D	-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%