SCHZ vs. HDUS ETF Comparison

Comparison of Schwab US Aggregate Bond ETF (SCHZ) to Hartford Disciplined US Equity ETF (HDUS)
SCHZ

Schwab US Aggregate Bond ETF

SCHZ Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Barclays U.S. Aggregate Bond IndexSM. The fund invests at least 90% of its net assets in securities included in the index. The index is a broad based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

Grade (RS Rating)

Last Trade

$22.96

Average Daily Volume

1,160,500

Number of Holdings *

539

* 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

$58.06

Average Daily Volume

3,283

Number of Holdings *

263

* may have additional holdings in another (foreign) market
Performance
Period SCHZ HDUS
30 Days -0.82% 2.59%
60 Days -3.18% 5.19%
90 Days -2.17% 6.63%
12 Months 6.03% 31.42%
164 Overlapping Holdings
Symbol Grade Weight in SCHZ Weight in HDUS Overlap
AAPL C 0.0% 5.07% 0.0%
ABBV F 0.0% 1.03% 0.0%
ABT B 0.0% 0.51% 0.0%
ADBE C 0.0% 0.14% 0.0%
ADC A 0.0% 0.34% 0.0%
AFL B 0.0% 0.28% 0.0%
AMAT F 0.0% 0.39% 0.0%
AMGN F 0.0% 0.2% 0.0%
AMZN C 0.0% 3.51% 0.0%
APH A 0.0% 0.46% 0.0%
AVB B 0.0% 0.14% 0.0%
AVGO D 0.0% 1.31% 0.0%
AXP A 0.0% 0.19% 0.0%
AXS A 0.0% 0.4% 0.0%
AYI B 0.0% 0.04% 0.0%
BAC A 0.0% 0.07% 0.0%
BBY D 0.0% 0.06% 0.0%
BG D 0.0% 0.26% 0.0%
BK A 0.0% 0.61% 0.0%
BKNG A 0.0% 0.48% 0.0%
BLK B 0.0% 0.13% 0.0%
BMY B 0.0% 0.72% 0.0%
BR A 0.0% 0.12% 0.0%
BSX A 0.0% 0.32% 0.0%
C A 0.0% 0.09% 0.0%
CAT B 0.0% 0.23% 0.0%
CB C 0.0% 0.44% 0.0%
CBOE C 0.0% 0.64% 0.0%
CBT D 0.0% 0.13% 0.0%
CDNS B 0.0% 0.16% 0.0%
CHH A 0.0% 0.05% 0.0%
CHRW B 0.0% 0.3% 0.0%
CINF A 0.0% 0.01% 0.0%
CL D 0.0% 0.64% 0.0%
CMI A 0.0% 0.88% 0.0%
COKE C 0.0% 0.11% 0.0%
COP C 0.0% 0.3% 0.0%
COST A 0.0% 0.63% 0.0%
CPB D 0.0% 0.07% 0.0%
CRM B 0.0% 0.36% 0.0%
CSCO B 0.0% 0.31% 0.0%
CSL C 0.0% 0.03% 0.0%
CTAS B 0.0% 0.62% 0.0%
CUBE C 0.0% 0.08% 0.0%
CVX A 0.0% 0.92% 0.0%
DELL B 0.0% 0.02% 0.0%
DGX A 0.0% 0.29% 0.0%
DHR F 0.0% 0.08% 0.0%
DRI B 0.0% 0.11% 0.0%
DTE C 0.0% 0.07% 0.0%
DUK C 0.0% 0.12% 0.0%
EA A 0.0% 0.48% 0.0%
EBAY D 0.0% 0.26% 0.0%
ECL D 0.0% 0.11% 0.0%
EIX B 0.0% 0.14% 0.0%
EOG A 0.0% 0.43% 0.0%
EQR C 0.0% 0.08% 0.0%
ESS B 0.0% 0.23% 0.0%
ETN A 0.0% 0.24% 0.0%
FANG C 0.0% 0.22% 0.0%
FDX B 0.0% 0.25% 0.0%
FLEX B 0.0% 0.16% 0.0%
FLO D 0.0% 0.05% 0.0%
FNF B 0.0% 0.04% 0.0%
FOXA A 0.0% 0.26% 0.0%
GD D 0.0% 0.15% 0.0%
GE D 0.0% 0.15% 0.0%
GILD C 0.0% 0.5% 0.0%
GLPI C 0.0% 0.48% 0.0%
GLW B 0.0% 0.13% 0.0%
GM C 0.0% 0.02% 0.0%
GOOGL C 0.0% 3.92% 0.0%
GPC D 0.0% 0.09% 0.0%
GS A 0.0% 0.11% 0.0%
HCA F 0.0% 0.09% 0.0%
HD B 0.0% 0.46% 0.0%
HPQ B 0.0% 0.13% 0.0%
HRB D 0.0% 0.38% 0.0%
HSY F 0.0% 0.23% 0.0%
IBM C 0.0% 0.71% 0.0%
INGR C 0.0% 0.3% 0.0%
INTU B 0.0% 0.26% 0.0%
JBHT C 0.0% 0.02% 0.0%
JNJ C 0.0% 1.49% 0.0%
JNPR D 0.0% 0.04% 0.0%
JPM A 0.0% 0.92% 0.0%
KLAC F 0.0% 0.29% 0.0%
KMB C 0.0% 0.23% 0.0%
KMI A 0.0% 0.32% 0.0%
KO D 0.0% 0.44% 0.0%
LII A 0.0% 0.09% 0.0%
LLY F 0.0% 0.93% 0.0%
LMT D 0.0% 0.32% 0.0%
LOW C 0.0% 0.19% 0.0%
LRCX F 0.0% 0.16% 0.0%
MCD D 0.0% 0.29% 0.0%
MCK A 0.0% 0.38% 0.0%
MCO B 0.0% 0.41% 0.0%
MDT D 0.01% 0.22% 0.01%
MMC B 0.0% 0.18% 0.0%
MMM D 0.0% 0.16% 0.0%
MO A 0.0% 1.11% 0.0%
MPC D 0.0% 0.18% 0.0%
MRK D 0.0% 0.26% 0.0%
MS A 0.0% 0.41% 0.0%
MSFT D 0.0% 5.41% 0.0%
MSI B 0.0% 0.16% 0.0%
NDAQ A 0.0% 0.18% 0.0%
NEE C 0.0% 0.22% 0.0%
NNN C 0.0% 0.22% 0.0%
NOW A 0.01% 0.18% 0.01%
NTAP C 0.0% 0.58% 0.0%
NVDA B 0.0% 6.03% 0.0%
NXPI D 0.0% 0.37% 0.0%
OC A 0.0% 0.11% 0.0%
OGE A 0.0% 0.02% 0.0%
OHI C 0.0% 0.31% 0.0%
OMC C 0.0% 0.28% 0.0%
ORCL A 0.0% 0.69% 0.0%
ORI A 0.0% 0.2% 0.0%
OTIS C 0.0% 0.06% 0.0%
PEG A 0.0% 0.38% 0.0%
PEP F 0.0% 1.18% 0.0%
PFE F 0.0% 0.19% 0.0%
PGR A 0.0% 0.32% 0.0%
PKG A 0.0% 0.2% 0.0%
PNC B 0.0% 0.12% 0.0%
PRU A 0.0% 0.22% 0.0%
PYPL B 0.0% 0.02% 0.0%
QCOM F 0.0% 0.49% 0.0%
R B 0.0% 0.43% 0.0%
REGN F 0.0% 0.03% 0.0%
RL C 0.0% 0.34% 0.0%
RPM A 0.0% 0.45% 0.0%
RTX D 0.0% 0.32% 0.0%
SBUX A 0.0% 0.07% 0.0%
SHW B 0.0% 0.46% 0.0%
SNA A 0.0% 0.06% 0.0%
SO C 0.0% 0.2% 0.0%
SPG A 0.0% 0.33% 0.0%
SPGI C 0.0% 0.27% 0.0%
STT B 0.0% 0.15% 0.0%
SWKS F 0.0% 0.05% 0.0%
SYK B 0.0% 0.08% 0.0%
T A 0.0% 0.53% 0.0%
TFC A 0.0% 0.05% 0.0%
TGT F 0.0% 0.04% 0.0%
TJX A 0.0% 0.07% 0.0%
TMO F 0.0% 0.16% 0.0%
TMUS B 0.0% 0.25% 0.0%
TPR B 0.0% 0.03% 0.0%
TRV B 0.0% 0.28% 0.0%
TSCO D 0.0% 0.17% 0.0%
TT A 0.0% 0.14% 0.0%
TXN C 0.0% 1.13% 0.0%
UNH B 0.0% 0.79% 0.0%
VLO C 0.0% 0.21% 0.0%
VRSK A 0.0% 0.26% 0.0%
VZ C 0.0% 1.2% 0.0%
WFC A 0.0% 0.27% 0.0%
WMB A 0.0% 0.21% 0.0%
WMT A 0.0% 0.69% 0.0%
XOM B 0.0% 1.05% 0.0%
ZTS D 0.0% 0.14% 0.0%
SCHZ Overweight 375 Positions Relative to HDUS
Symbol Grade Weight
WIT B 0.08%
UHS D 0.01%
CHD A 0.01%
DLTR F 0.01%
MCHP F 0.01%
BIIB F 0.01%
STLA F 0.01%
EDC F 0.01%
CTS C 0.01%
DD C 0.01%
DT D 0.01%
COO D 0.0%
VLY B 0.0%
OCSL F 0.0%
WBS A 0.0%
SAN D 0.0%
SIGI C 0.0%
SAVE F 0.0%
GXO B 0.0%
SAFE F 0.0%
EPRT B 0.0%
SUI C 0.0%
VNO C 0.0%
SKT A 0.0%
ALB B 0.0%
CACC D 0.0%
FAF A 0.0%
TKR D 0.0%
THG A 0.0%
TEL B 0.0%
PRE D 0.0%
AVA A 0.0%
VMI B 0.0%
WRB A 0.0%
TME D 0.0%
FTNT C 0.0%
KMPR A 0.0%
DAL B 0.0%
NEU D 0.0%
BC C 0.0%
PSEC D 0.0%
STE D 0.0%
CTVA C 0.0%
PWR A 0.0%
GBDC D 0.0%
XRAY F 0.0%
AIZ A 0.0%
AMH C 0.0%
BDN C 0.0%
JD D 0.0%
MHK D 0.0%
LAZ B 0.0%
KEX B 0.0%
EPR C 0.0%
HOG D 0.0%
HP C 0.0%
ROST D 0.0%
SBRA C 0.0%
MCY A 0.0%
NFG A 0.0%
BKU A 0.0%
KMT B 0.0%
SCS C 0.0%
AVY F 0.0%
INVH D 0.0%
REXR F 0.0%
HR B 0.0%
RS B 0.0%
IDA A 0.0%
AAP D 0.0%
EXP B 0.0%
DXC B 0.0%
DOX D 0.0%
ILMN C 0.0%
XYL D 0.0%
LXP D 0.0%
BCSF C 0.0%
PDM D 0.0%
SLG B 0.0%
SNV C 0.0%
GSBD F 0.0%
ZION B 0.0%
NVR D 0.0%
WTRG B 0.0%
OSK C 0.0%
CE F 0.0%
AGO B 0.0%
EG C 0.0%
NHI D 0.0%
TRMB B 0.0%
DOV A 0.0%
SITC D 0.0%
OPI F 0.0%
G B 0.0%
STLD B 0.0%
CTRA B 0.0%
LNC C 0.0%
MAIN A 0.0%
MTB A 0.0%
HUBB B 0.0%
H B 0.0%
WEC A 0.0%
VRSN C 0.0%
HII F 0.0%
SWX B 0.0%
ESGR B 0.0%
HPP F 0.0%
PNR A 0.0%
EW C 0.0%
VFC C 0.0%
VNT C 0.0%
WB D 0.0%
FMC D 0.0%
FRT B 0.0%
PCAR B 0.0%
PFG D 0.0%
NWE B 0.0%
OGS A 0.0%
FHN A 0.0%
ADI D 0.0%
NVT B 0.0%
GL C 0.0%
ROK C 0.0%
URI C 0.0%
EFX F 0.0%
ARW D 0.0%
WU F 0.0%
AGR A 0.0%
AMG B 0.0%
AJG A 0.0%
L A 0.0%
HAS D 0.0%
AWH F 0.0%
ORLY B 0.0%
AN C 0.0%
RNR C 0.0%
PHM D 0.0%
PSA C 0.0%
PVH C 0.0%
BEN C 0.0%
SF B 0.0%
MOS F 0.0%
JBLU F 0.0%
UNM A 0.0%
VMC B 0.0%
HIW C 0.0%
DSS F 0.0%
PPG F 0.0%
AES F 0.0%
AMCR C 0.0%
LEN D 0.0%
MKL A 0.0%
ADP A 0.0%
HRL D 0.0%
APD A 0.0%
REG A 0.0%
IPG D 0.0%
GP F 0.0%
EMR B 0.0%
RF A 0.0%
EE A 0.0%
PLD F 0.0%
SWK D 0.0%
EVRG A 0.0%
IEX C 0.0%
FLS B 0.0%
AFG A 0.0%
CMA B 0.0%
WHR B 0.0%
ALLE C 0.0%
LEG F 0.0%
CNO B 0.0%
CNH C 0.0%
KSS F 0.0%
DOC C 0.0%
KRG B 0.0%
WM B 0.0%
BWA D 0.0%
EL F 0.0%
MKC C 0.0%
BAX F 0.0%
IVZ B 0.0%
WLK D 0.0%
JBL C 0.0%
LDOS C 0.0%
HST C 0.0%
KRC B 0.0%
DG F 0.0%
RJF A 0.0%
DHI F 0.0%
CNA C 0.0%
RGA A 0.0%
CPT B 0.0%
NOV C 0.0%
MAA B 0.0%
LHX C 0.0%
MRVL B 0.0%
MRO B 0.0%
AMP A 0.0%
DLR B 0.0%
LIN C 0.0%
A D 0.0%
SON F 0.0%
ARE F 0.0%
FSK A 0.0%
BRO B 0.0%
FTV C 0.0%
WPC C 0.0%
WEST C 0.0%
HIG B 0.0%
VOYA B 0.0%
LEA F 0.0%
TXT D 0.0%
EMN C 0.0%
MDLZ F 0.0%
SNX D 0.0%
FIS C 0.0%
VTR B 0.0%
AVT C 0.0%
HUN F 0.0%
SCHW B 0.0%
CNP A 0.0%
BKH A 0.0%
WAB B 0.0%
PH A 0.0%
CFG B 0.0%
MAR A 0.0%
AAL B 0.0%
MAS D 0.0%
RPRX D 0.0%
SRE A 0.0%
CME B 0.0%
IP A 0.0%
SYF B 0.0%
LNT A 0.0%
NEM D 0.0%
LYB F 0.0%
MLM C 0.0%
NTRS A 0.0%
TDY B 0.0%
CMS C 0.0%
PPL A 0.0%
CF A 0.0%
IFF D 0.0%
ACGL C 0.0%
APTV F 0.0%
JCI B 0.0%
XEL A 0.0%
BIDU F 0.0%
KIM A 0.0%
HBAN A 0.0%
DE B 0.0%
AON A 0.0%
O C 0.0%
AEP C 0.0%
NUE C 0.0%
SJM D 0.0%
ETR B 0.0%
OKE A 0.0%
ROP B 0.0%
KR B 0.0%
CAH B 0.0%
LUV C 0.0%
CCI C 0.0%
ALL A 0.0%
NKE F 0.0%
HES B 0.0%
ATO A 0.0%
CAF D 0.0%
MU D 0.0%
STZ D 0.0%
FE C 0.0%
JEF A 0.0%
UPS C 0.0%
NSC B 0.0%
CP F 0.0%
PG C 0.0%
ICE C 0.0%
BERY C 0.0%
CAG F 0.0%
BRX A 0.0%
KDP F 0.0%
FITB B 0.0%
GWW B 0.0%
CLX A 0.0%
LVS B 0.0%
GPN B 0.0%
DVN F 0.0%
BHF C 0.0%
SLB C 0.0%
WY F 0.0%
ES C 0.0%
WELL A 0.0%
ARCC A 0.0%
ZBH C 0.0%
SCCO F 0.0%
HUM C 0.0%
WBA F 0.0%
RSG A 0.0%
AWK C 0.0%
COE C 0.0%
PAA B 0.0%
MA B 0.0%
KOF F 0.0%
UDR B 0.0%
SYY D 0.0%
EQIX A 0.0%
KEYS A 0.0%
HON C 0.0%
BMO A 0.0%
BNS A 0.0%
AZO C 0.0%
EPD A 0.0%
AL B 0.0%
CSX C 0.0%
DOW F 0.0%
NI A 0.0%
BXP C 0.0%
CARR C 0.0%
TAP C 0.0%
HAL C 0.0%
PNW A 0.0%
CM A 0.0%
ITW B 0.0%
BDX F 0.0%
DB D 0.0%
MPLX A 0.0%
USB A 0.0%
D C 0.0%
GIS D 0.0%
ADSK A 0.0%
MP C 0.0%
RY A 0.0%
TSN B 0.0%
ED C 0.0%
UNP C 0.0%
EQH C 0.0%
AEE A 0.0%
EXPE B 0.0%
NOC D 0.0%
AMT C 0.0%
ADM D 0.0%
PSX C 0.0%
LH B 0.0%
AIG B 0.0%
K A 0.0%
MET A 0.0%
AER A 0.0%
BABA D 0.0%
UAL A 0.0%
PM B 0.0%
ALLY C 0.0%
EXC C 0.0%
DIS B 0.0%
EQNR C 0.0%
MUFG B 0.0%
KEY B 0.0%
NWG A 0.0%
DFS B 0.0%
INTC C 0.0%
BHP F 0.0%
PCG A 0.0%
TD D 0.0%
HPE B 0.0%
VOD F 0.0%
HSBC A 0.0%
CI D 0.0%
GSK F 0.0%
V A 0.0%
COF C 0.0%
CMCSA B 0.0%
CHTR C 0.0%
AZN F 0.0%
BA F 0.0%
CVS D 0.0%
SCHZ Underweight 99 Positions Relative to HDUS
Symbol Grade Weight
META D -1.88%
TSLA B -1.36%
LAMR C -0.76%
JHG B -0.7%
KNF B -0.67%
KVUE A -0.63%
NFLX A -0.6%
ALSN B -0.6%
EME A -0.57%
YUM D -0.55%
CTSH B -0.54%
DBX B -0.54%
TROW B -0.53%
RHI C -0.51%
TXRH B -0.49%
GDDY A -0.47%
STWD C -0.47%
BRK.A B -0.46%
IRM C -0.43%
ACN B -0.4%
MLI B -0.39%
MUSA B -0.38%
BAH F -0.37%
VRTX D -0.36%
RDN D -0.36%
WST C -0.35%
DCI B -0.34%
FICO B -0.33%
STAG D -0.33%
AGNC C -0.33%
UBER F -0.29%
CRBG B -0.28%
RMD C -0.27%
PLTR B -0.26%
FSS B -0.25%
NYT D -0.23%
CHRD D -0.23%
ALV C -0.22%
APP B -0.21%
MANH D -0.21%
ABNB C -0.21%
GWRE A -0.21%
ALTR B -0.21%
CRWD B -0.2%
NWSA A -0.2%
LNG A -0.19%
BJ A -0.17%
HUBS A -0.17%
PANW B -0.16%
ACI C -0.16%
DY D -0.14%
CSWI B -0.14%
TRGP A -0.13%
GEHC D -0.13%
DDOG A -0.13%
DKS D -0.12%
MPWR F -0.11%
GNTX C -0.1%
VRNS D -0.1%
ESI B -0.1%
NRG B -0.1%
MTG C -0.09%
WTW B -0.09%
DASH B -0.09%
WSM C -0.09%
CMG B -0.09%
TER F -0.08%
CROX D -0.08%
HLNE B -0.07%
IT C -0.07%
AMD F -0.07%
NTNX B -0.07%
KKR A -0.06%
SNPS B -0.05%
ODFL C -0.05%
PAYX B -0.05%
ESTC C -0.05%
COIN C -0.05%
INSP D -0.04%
DTM A -0.04%
CACI D -0.04%
RBLX C -0.04%
ZS B -0.04%
MSCI C -0.04%
EVR B -0.03%
IBKR A -0.03%
MORN B -0.03%
JKHY D -0.03%
SMAR B -0.03%
ISRG A -0.02%
CRUS D -0.02%
NET B -0.02%
FR D -0.02%
SNOW B -0.01%
TMDX F -0.01%
OGN F -0.01%
LKQ F -0.01%
RYN D -0.01%
EGP D -0.01%
Compare ETFs