SCHM vs. HDUS ETF Comparison

Comparison of Schwab U.S. Mid Cap ETF (SCHM) to Hartford Disciplined US Equity ETF (HDUS)

SCHM

Schwab U.S. Mid Cap ETF

SCHM Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Mid-Cap Total Stock Market Index includes the components ranked 501-1000 by full market capitalization. The index is a float-adjusted market capitalization weighted index. It may invest up to 10% of its net assets in securities not included in its index.

Grade (RS Rating)

Last Trade

$29.68

Average Daily Volume

1,060,895

Number of Holdings ^*

478

* 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	SCHM	HDUS
30 Days	7.19%	3.75%
60 Days	7.68%	5.23%
90 Days	9.43%	7.06%
12 Months	31.37%	31.94%

72 Overlapping Holdings

Symbol	Grade	Weight in SCHM	Weight in HDUS	Overlap
ACI	C	0.17%	0.16%	0.16%
ADC	B	0.17%	0.34%	0.17%
AGNC	D	0.17%	0.33%	0.17%
ALSN	B	0.22%	0.6%	0.22%
ALV	C	0.16%	0.22%	0.16%
AXS	A	0.15%	0.4%	0.15%
AYI	B	0.22%	0.04%	0.04%
BAH	F	0.43%	0.37%	0.37%
BG	F	0.28%	0.26%	0.26%
BJ	A	0.26%	0.17%	0.17%
CACI	D	0.23%	0.04%	0.04%
CHH	A	0.07%	0.05%	0.05%
CHRD	D	0.17%	0.23%	0.17%
CHRW	C	0.29%	0.3%	0.29%
COKE	C	0.16%	0.11%	0.11%
CPB	D	0.19%	0.07%	0.07%
CRBG	B	0.18%	0.28%	0.18%
CROX	D	0.13%	0.08%	0.08%
CRUS	D	0.12%	0.02%	0.02%
CSL	C	0.46%	0.03%	0.03%
CUBE	D	0.24%	0.08%	0.08%
DBX	B	0.14%	0.54%	0.14%
DCI	B	0.2%	0.34%	0.2%
DKS	C	0.25%	0.12%	0.12%
DTM	B	0.22%	0.04%	0.04%
EGP	F	0.19%	0.01%	0.01%
EME	C	0.52%	0.57%	0.52%
ESTC	C	0.16%	0.05%	0.05%
EVR	B	0.24%	0.03%	0.03%
FLEX	A	0.33%	0.16%	0.16%
FLO	D	0.09%	0.05%	0.05%
FNF	B	0.35%	0.04%	0.04%
FR	C	0.15%	0.02%	0.02%
GLPI	C	0.3%	0.48%	0.3%
GNTX	C	0.15%	0.1%	0.1%
GWRE	A	0.35%	0.21%	0.21%
HRB	D	0.19%	0.38%	0.19%
IBKR	A	0.43%	0.03%	0.03%
INGR	B	0.2%	0.3%	0.2%
INSP	D	0.11%	0.04%	0.04%
JHG	A	0.13%	0.7%	0.13%
JKHY	D	0.28%	0.03%	0.03%
JNPR	F	0.27%	0.04%	0.04%
LAMR	D	0.25%	0.76%	0.25%
LKQ	D	0.22%	0.01%	0.01%
MANH	D	0.37%	0.21%	0.21%
MLI	C	0.22%	0.39%	0.22%
MORN	B	0.2%	0.03%	0.03%
MTG	C	0.14%	0.09%	0.09%
MUSA	A	0.22%	0.38%	0.22%
NNN	D	0.17%	0.22%	0.17%
NRG	B	0.42%	0.1%	0.1%
NTNX	A	0.38%	0.07%	0.07%
NWSA	B	0.32%	0.2%	0.2%
NYT	C	0.19%	0.23%	0.19%
OC	A	0.37%	0.11%	0.11%
OGE	B	0.19%	0.02%	0.02%
OGN	D	0.09%	0.01%	0.01%
OHI	C	0.23%	0.31%	0.23%
ORI	A	0.2%	0.2%	0.2%
PKG	A	0.47%	0.2%	0.2%
RHI	B	0.17%	0.51%	0.17%
RL	B	0.19%	0.34%	0.19%
RPM	A	0.39%	0.45%	0.39%
RYN	D	0.09%	0.01%	0.01%
SMAR	A	0.17%	0.03%	0.03%
SNA	A	0.42%	0.06%	0.06%
STAG	F	0.15%	0.33%	0.15%
STWD	C	0.14%	0.47%	0.14%
TPR	B	0.29%	0.03%	0.03%
TXRH	C	0.29%	0.49%	0.29%
WSM	B	0.37%	0.09%	0.09%

SCHM Overweight 406 Positions Relative to HDUS

Symbol	Grade	Weight
UAL	A	0.66%
TPL	A	0.57%
EQT	B	0.56%
HOOD	B	0.51%
IP	B	0.44%
STLD	B	0.44%
DKNG	B	0.43%
FDS	B	0.41%
NTRA	B	0.4%
WSO	A	0.4%
PODD	C	0.4%
PNR	A	0.39%
KEY	B	0.39%
XPO	B	0.38%
BURL	A	0.38%
PINS	D	0.38%
RS	B	0.38%
RBA	A	0.38%
MAS	D	0.38%
IEX	B	0.38%
TRMB	B	0.38%
TOST	B	0.37%
KIM	A	0.37%
EG	C	0.36%
UTHR	C	0.36%
DOCU	A	0.36%
NI	A	0.36%
DT	C	0.35%
LNT	A	0.35%
TOL	B	0.35%
FIX	A	0.35%
USFD	A	0.35%
TXT	D	0.35%
AVY	D	0.35%
MRO	B	0.35%
GGG	B	0.34%
EQH	B	0.34%
L	A	0.34%
RGA	A	0.34%
VTRS	A	0.34%
TWLO	A	0.34%
DOC	D	0.33%
ENTG	D	0.33%
Z	A	0.33%
THC	D	0.33%
CASY	A	0.33%
TW	A	0.33%
EWBC	A	0.32%
ACM	A	0.32%
SOFI	A	0.32%
JBL	B	0.32%
COHR	B	0.32%
EVRG	A	0.32%
NDSN	B	0.31%
SAIA	B	0.31%
FFIV	B	0.31%
SFM	A	0.31%
EPAM	C	0.3%
AFRM	B	0.3%
RNR	C	0.3%
CW	B	0.3%
POOL	C	0.3%
PFGC	B	0.29%
ELS	C	0.29%
UDR	B	0.29%
ITT	A	0.28%
UNM	A	0.28%
CLH	B	0.28%
CPT	B	0.28%
UHS	D	0.27%
REG	B	0.27%
JEF	A	0.27%
FTI	A	0.27%
BMRN	D	0.27%
NVT	B	0.27%
HST	C	0.27%
INCY	C	0.27%
ALB	C	0.27%
ALLE	D	0.27%
KMX	B	0.27%
WPC	D	0.27%
SCI	B	0.27%
JLL	D	0.27%
DUOL	A	0.26%
BWXT	B	0.26%
OVV	B	0.26%
NCLH	B	0.26%
OWL	A	0.26%
LECO	B	0.26%
SF	B	0.26%
DAY	B	0.26%
AMH	D	0.26%
NBIX	C	0.26%
OKTA	C	0.26%
EMN	D	0.26%
ATR	B	0.25%
SNAP	C	0.25%
RRX	B	0.25%
LBRDK	C	0.25%
AIZ	A	0.25%
AA	B	0.25%
SJM	D	0.25%
INSM	C	0.25%
BXP	D	0.25%
TECH	D	0.24%
CTLT	B	0.24%
PAYC	B	0.24%
CCK	C	0.24%
LW	C	0.24%
FHN	A	0.24%
GNRC	B	0.24%
TAP	C	0.24%
FND	C	0.24%
TTEK	F	0.24%
IPG	D	0.23%
CHDN	B	0.23%
AIT	A	0.23%
WBS	A	0.23%
KNSL	B	0.23%
GME	C	0.23%
BLD	D	0.23%
PNW	B	0.23%
CG	A	0.23%
WTRG	B	0.22%
PCVX	D	0.22%
HLI	B	0.22%
GL	B	0.22%
EXEL	B	0.22%
ARMK	B	0.22%
WAL	B	0.22%
MKTX	D	0.22%
LAD	A	0.22%
ALLY	C	0.22%
AES	F	0.22%
AFG	A	0.22%
EHC	B	0.22%
SRPT	D	0.22%
RPRX	D	0.22%
WWD	B	0.22%
PRI	A	0.22%
EXP	A	0.22%
IOT	A	0.22%
WMS	D	0.21%
WING	D	0.21%
BRBR	A	0.21%
SOLV	C	0.21%
PR	B	0.21%
TPX	B	0.21%
AAL	B	0.21%
PNFP	B	0.21%
CNH	C	0.21%
CIEN	B	0.21%
CRL	C	0.21%
AXTA	A	0.2%
FLR	B	0.2%
AR	B	0.2%
CFR	B	0.2%
AAON	B	0.2%
KNX	B	0.2%
TFX	F	0.2%
RBC	A	0.2%
EXAS	D	0.2%
WCC	B	0.2%
CMA	A	0.2%
GMED	A	0.2%
FBIN	D	0.2%
REXR	F	0.2%
RGLD	C	0.2%
PEN	B	0.2%
CHE	D	0.19%
CBSH	A	0.19%
MOS	F	0.19%
TTC	D	0.19%
CR	A	0.19%
GPK	C	0.19%
FN	D	0.19%
WYNN	D	0.19%
APG	B	0.19%
FRT	B	0.19%
PCTY	B	0.19%
MGM	D	0.19%
HQY	B	0.19%
RVMD	C	0.19%
AOS	F	0.19%
BRX	A	0.19%
HSIC	B	0.19%
CRS	A	0.19%
ROKU	D	0.19%
WTFC	A	0.19%
SNX	C	0.19%
ZION	B	0.19%
MTCH	D	0.18%
SEIC	B	0.18%
TKO	B	0.18%
IVZ	B	0.18%
CZR	F	0.18%
X	C	0.18%
VOYA	B	0.18%
SNV	B	0.18%
SKX	D	0.18%
CE	F	0.18%
PLNT	A	0.18%
SSB	B	0.18%
RRC	B	0.18%
ENSG	D	0.18%
HAS	D	0.18%
CNM	D	0.18%
ITCI	C	0.18%
APA	D	0.18%
BILL	A	0.18%
LNW	D	0.18%
MTZ	B	0.18%
S	B	0.17%
JAZZ	B	0.17%
JXN	C	0.17%
HII	D	0.17%
GKOS	B	0.17%
SSD	D	0.17%
BERY	B	0.17%
WH	B	0.17%
FYBR	D	0.17%
FLS	B	0.17%
KBR	F	0.17%
ONTO	D	0.17%
BWA	D	0.17%
PB	A	0.17%
UFPI	B	0.17%
MEDP	D	0.17%
LPX	B	0.16%
GXO	B	0.16%
BBWI	D	0.16%
OSK	B	0.16%
MKSI	C	0.16%
MTSI	B	0.16%
MASI	A	0.16%
BSY	D	0.16%
EXLS	B	0.16%
OLED	D	0.16%
RIVN	F	0.16%
RYAN	B	0.16%
RLI	B	0.16%
FRPT	B	0.16%
MIDD	C	0.16%
TMHC	B	0.16%
G	B	0.16%
PCOR	B	0.16%
MHK	D	0.16%
CVLT	B	0.16%
WEX	D	0.16%
ANF	C	0.16%
DVA	B	0.16%
TREX	C	0.16%
KEX	C	0.16%
SPSC	C	0.15%
LYFT	C	0.15%
MTN	C	0.15%
PARA	C	0.15%
VFC	C	0.15%
MTDR	B	0.15%
BEN	C	0.15%
OMF	A	0.15%
FAF	A	0.15%
VNO	B	0.15%
MSA	D	0.15%
CFLT	B	0.15%
LSCC	D	0.15%
FMC	D	0.15%
CGNX	C	0.15%
VMI	B	0.15%
UHAL	D	0.15%
ALK	C	0.15%
CMC	B	0.15%
DINO	D	0.15%
DAR	C	0.15%
ELF	C	0.15%
H	B	0.15%
FCN	D	0.15%
ELAN	D	0.15%
BPOP	B	0.15%
GTLS	B	0.15%
ATI	D	0.15%
BIO	D	0.14%
WHR	B	0.14%
QRVO	F	0.14%
IDA	A	0.14%
SAIC	F	0.14%
NOV	C	0.14%
SITE	D	0.14%
MAT	D	0.14%
GBCI	B	0.14%
WSC	D	0.14%
LSTR	D	0.14%
RGEN	D	0.14%
MTH	D	0.14%
KBH	D	0.13%
BRKR	D	0.13%
SIRI	C	0.13%
ETSY	D	0.13%
COLD	D	0.13%
PVH	C	0.13%
HALO	F	0.13%
SUM	B	0.13%
THO	B	0.13%
AGCO	D	0.13%
CHX	C	0.13%
THG	A	0.13%
TRNO	F	0.13%
ESNT	D	0.13%
CYTK	F	0.13%
LFUS	F	0.13%
WFRD	D	0.13%
SIGI	C	0.13%
LNC	B	0.13%
BFAM	D	0.13%
NOVT	D	0.13%
WBA	F	0.13%
ARW	D	0.13%
SEE	C	0.12%
BC	C	0.12%
FFIN	B	0.12%
LNTH	D	0.12%
CLF	F	0.12%
QLYS	C	0.12%
LEA	D	0.12%
IONS	F	0.12%
VVV	F	0.12%
RMBS	C	0.12%
EDR	A	0.12%
PATH	C	0.12%
AMG	B	0.12%
NFG	A	0.12%
ZWS	B	0.12%
OLLI	D	0.12%
MMS	F	0.11%
GAP	C	0.11%
VLY	B	0.11%
POR	C	0.11%
FIVE	F	0.11%
ST	F	0.11%
TKR	D	0.11%
HXL	D	0.11%
OLN	D	0.11%
ROIV	C	0.11%
NXST	C	0.11%
SON	D	0.11%
BYD	C	0.11%
POST	C	0.11%
U	C	0.11%
AL	B	0.11%
OZK	B	0.11%
AM	A	0.11%
UGI	A	0.11%
EEFT	B	0.1%
AN	C	0.1%
BKH	A	0.1%
PSN	D	0.1%
MUR	D	0.1%
CIVI	D	0.1%
ALKS	B	0.1%
RH	B	0.1%
HOG	D	0.09%
ASGN	F	0.09%
CELH	F	0.09%
CRSP	D	0.09%
KRC	C	0.09%
WLK	D	0.09%
NSIT	F	0.09%
DLB	B	0.09%
LANC	C	0.08%
PII	D	0.08%
ACHC	F	0.08%
WU	D	0.08%
XRAY	F	0.08%
W	F	0.08%
OPCH	D	0.08%
MDU	D	0.08%
ASH	D	0.08%
DNB	B	0.08%
ALGM	D	0.07%
PAG	B	0.07%
PBF	D	0.07%
VAL	D	0.07%
RIG	D	0.07%
IAC	D	0.07%
AGR	B	0.06%
SMMT	D	0.06%
BOKF	B	0.06%
COTY	F	0.06%
ADTN	A	0.06%
COLM	B	0.06%
APLS	D	0.06%
CACC	D	0.06%
TNET	D	0.06%
AMKR	D	0.06%
INFA	D	0.05%
PPC	C	0.05%
SHC	F	0.05%
RCM	F	0.05%
LCID	F	0.05%
CNXC	F	0.04%
DJT	C	0.04%
CLVT	F	0.04%
UI	A	0.03%
REYN	D	0.03%
FG	B	0.02%
CNA	B	0.02%

SCHM Underweight 191 Positions Relative to HDUS

Symbol	Grade	Weight
NVDA	C	-6.03%
MSFT	F	-5.41%
AAPL	C	-5.07%
GOOGL	C	-3.92%
AMZN	C	-3.51%
META	D	-1.88%
JNJ	D	-1.49%
TSLA	B	-1.36%
AVGO	D	-1.31%
VZ	C	-1.2%
PEP	F	-1.18%
TXN	C	-1.13%
MO	A	-1.11%
XOM	B	-1.05%
ABBV	D	-1.03%
LLY	F	-0.93%
JPM	A	-0.92%
CVX	A	-0.92%
CMI	A	-0.88%
UNH	C	-0.79%
BMY	B	-0.72%
IBM	C	-0.71%
ORCL	B	-0.69%
WMT	A	-0.69%
KNF	A	-0.67%
CBOE	B	-0.64%
CL	D	-0.64%
COST	B	-0.63%
KVUE	A	-0.63%
CTAS	B	-0.62%
BK	A	-0.61%
NFLX	A	-0.6%
NTAP	C	-0.58%
YUM	B	-0.55%
CTSH	B	-0.54%
T	A	-0.53%
TROW	B	-0.53%
ABT	B	-0.51%
GILD	C	-0.5%
QCOM	F	-0.49%
EA	A	-0.48%
BKNG	A	-0.48%
GDDY	A	-0.47%
APH	A	-0.46%
BRK.A	B	-0.46%
HD	A	-0.46%
SHW	A	-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%
MCO	B	-0.41%
ACN	C	-0.4%
AMAT	F	-0.39%
PEG	A	-0.38%
MCK	B	-0.38%
NXPI	D	-0.37%
CRM	B	-0.36%
VRTX	F	-0.36%
RDN	C	-0.36%
WST	C	-0.35%
SPG	B	-0.33%
FICO	B	-0.33%
RTX	C	-0.32%
BSX	B	-0.32%
PGR	A	-0.32%
KMI	A	-0.32%
LMT	D	-0.32%
CSCO	B	-0.31%
COP	C	-0.3%
DGX	A	-0.29%
UBER	D	-0.29%
KLAC	D	-0.29%
MCD	D	-0.29%
TRV	B	-0.28%
AFL	B	-0.28%
OMC	C	-0.28%
WFC	A	-0.27%
SPGI	C	-0.27%
RMD	C	-0.27%
PLTR	B	-0.26%
MRK	F	-0.26%
INTU	C	-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%
HSY	F	-0.23%
CAT	B	-0.23%
ESS	B	-0.23%
KMB	D	-0.23%
MDT	D	-0.22%
NEE	D	-0.22%
FANG	D	-0.22%
PRU	A	-0.22%
VLO	C	-0.21%
APP	B	-0.21%
WMB	A	-0.21%
ABNB	C	-0.21%
ALTR	B	-0.21%
CRWD	B	-0.2%
SO	D	-0.2%
AMGN	D	-0.2%
PFE	D	-0.19%
AXP	A	-0.19%
LOW	D	-0.19%
LNG	B	-0.19%
MPC	D	-0.18%
NDAQ	A	-0.18%
MMC	B	-0.18%
NOW	A	-0.18%
TSCO	D	-0.17%
HUBS	A	-0.17%
CDNS	B	-0.16%
PANW	C	-0.16%
TMO	F	-0.16%
LRCX	F	-0.16%
MMM	D	-0.16%
MSI	B	-0.16%
GE	D	-0.15%
STT	A	-0.15%
GD	F	-0.15%
AVB	B	-0.14%
ADBE	C	-0.14%
DY	D	-0.14%
TT	A	-0.14%
ZTS	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%
BLK	C	-0.13%
DUK	C	-0.12%
PNC	B	-0.12%
BR	A	-0.12%
GS	A	-0.11%
ECL	D	-0.11%
MPWR	F	-0.11%
DRI	B	-0.11%
VRNS	D	-0.1%
ESI	A	-0.1%
WTW	B	-0.09%
HCA	F	-0.09%
DASH	A	-0.09%
LII	A	-0.09%
GPC	D	-0.09%
C	A	-0.09%
CMG	B	-0.09%
TER	D	-0.08%
EQR	B	-0.08%
SYK	C	-0.08%
DHR	F	-0.08%
HLNE	B	-0.07%
SBUX	A	-0.07%
DTE	C	-0.07%
IT	C	-0.07%
AMD	F	-0.07%
TJX	A	-0.07%
BAC	A	-0.07%
OTIS	C	-0.06%
BBY	D	-0.06%
KKR	A	-0.06%
SNPS	B	-0.05%
ODFL	B	-0.05%
PAYX	C	-0.05%
COIN	C	-0.05%
TFC	A	-0.05%
SWKS	F	-0.05%
RBLX	C	-0.04%
ZS	C	-0.04%
TGT	F	-0.04%
MSCI	C	-0.04%
REGN	F	-0.03%
JBHT	C	-0.02%
DELL	C	-0.02%
ISRG	A	-0.02%
GM	B	-0.02%
PYPL	B	-0.02%
NET	B	-0.02%
SNOW	C	-0.01%
TMDX	F	-0.01%
CINF	A	-0.01%