SHUS vs. HDUS ETF Comparison

Comparison of Syntax Stratified U.S. Total Market Hedged ETF (SHUS) to Hartford Disciplined US Equity ETF (HDUS)

SHUS

Syntax Stratified U.S. Total Market Hedged ETF

SHUS Description

The investment seeks to obtain capital growth that meets or exceeds the performance of the S&P Composite 1500® Index over a full market cycle by investing in ETFs or underlying securities that provide Stratified WeightTM U.S. total equity market exposure to companies in the 1500 while seeking risk-managed growth via a defined risk hedging process. The fund will also invest in index options for risk management purposes and to seek to generate additional returns. Syntax?s Stratified Weight? is designed to correct for business risk concentrations that regularly occur in cap-weighted indices and equal-weighted indices.

Grade (RS Rating)

Last Trade

$44.29

Average Daily Volume

2,444

Number of Holdings ^*

500

* 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	SHUS	HDUS
30 Days	2.26%	3.75%
60 Days	3.81%	5.23%
90 Days	5.24%	7.06%
12 Months	15.89%	31.94%

179 Overlapping Holdings

Symbol	Grade	Weight in SHUS	Weight in HDUS	Overlap
AAPL	C	0.49%	5.07%	0.49%
ABBV	D	0.24%	1.03%	0.24%
ABNB	C	0.12%	0.21%	0.12%
ABT	B	0.06%	0.51%	0.06%
ACN	C	0.13%	0.4%	0.13%
ADBE	C	0.15%	0.14%	0.14%
AFL	B	0.2%	0.28%	0.2%
AMAT	F	0.17%	0.39%	0.17%
AMD	F	0.14%	0.07%	0.07%
AMGN	D	0.23%	0.2%	0.2%
AMZN	C	0.21%	3.51%	0.21%
APH	A	0.18%	0.46%	0.18%
AVB	B	0.1%	0.14%	0.1%
AVGO	D	0.22%	1.31%	0.22%
AXP	A	0.05%	0.19%	0.05%
BAC	A	0.12%	0.07%	0.07%
BBY	D	0.17%	0.06%	0.06%
BG	F	0.36%	0.26%	0.26%
BK	A	0.11%	0.61%	0.11%
BKNG	A	0.13%	0.48%	0.13%
BLK	C	0.09%	0.13%	0.09%
BMY	B	0.25%	0.72%	0.25%
BR	A	0.11%	0.12%	0.11%
BRK.A	B	0.49%	0.46%	0.46%
BSX	B	0.06%	0.32%	0.06%
C	A	0.13%	0.09%	0.09%
CAT	B	0.14%	0.23%	0.14%
CB	C	0.14%	0.44%	0.14%
CBOE	B	0.04%	0.64%	0.04%
CDNS	B	0.33%	0.16%	0.16%
CHRW	C	0.09%	0.3%	0.09%
CINF	A	0.14%	0.01%	0.01%
CL	D	0.4%	0.64%	0.4%
CMG	B	0.49%	0.09%	0.09%
CMI	A	0.08%	0.88%	0.08%
COP	C	0.07%	0.3%	0.07%
COST	B	0.7%	0.63%	0.63%
CPB	D	0.2%	0.07%	0.07%
CRM	B	0.35%	0.36%	0.35%
CRWD	B	0.18%	0.2%	0.18%
CSCO	B	0.21%	0.31%	0.21%
CTAS	B	0.17%	0.62%	0.17%
CTSH	B	0.13%	0.54%	0.13%
CVX	A	0.75%	0.92%	0.75%
DELL	C	0.17%	0.02%	0.02%
DGX	A	0.16%	0.29%	0.16%
DHR	F	0.1%	0.08%	0.08%
DRI	B	0.5%	0.11%	0.11%
DTE	C	0.24%	0.07%	0.07%
DUK	C	0.07%	0.12%	0.07%
EA	A	0.48%	0.48%	0.48%
EBAY	D	0.22%	0.26%	0.22%
ECL	D	0.05%	0.11%	0.05%
EIX	B	0.24%	0.14%	0.14%
EOG	A	0.07%	0.43%	0.07%
EQR	B	0.1%	0.08%	0.08%
ESS	B	0.1%	0.23%	0.1%
ETN	A	0.26%	0.24%	0.24%
FANG	D	0.07%	0.22%	0.07%
FDX	B	0.07%	0.25%	0.07%
FICO	B	0.03%	0.33%	0.03%
FOXA	B	0.1%	0.26%	0.1%
GD	F	0.16%	0.15%	0.15%
GDDY	A	0.26%	0.47%	0.26%
GE	D	0.17%	0.15%	0.15%
GEHC	F	0.1%	0.13%	0.1%
GILD	C	0.24%	0.5%	0.24%
GLW	B	0.19%	0.13%	0.13%
GM	B	0.24%	0.02%	0.02%
GOOGL	C	0.22%	3.92%	0.22%
GPC	D	0.15%	0.09%	0.09%
GS	A	0.25%	0.11%	0.11%
HCA	F	0.33%	0.09%	0.09%
HD	A	0.25%	0.46%	0.25%
HPQ	B	0.34%	0.13%	0.13%
HSY	F	0.17%	0.23%	0.17%
IBM	C	0.33%	0.71%	0.33%
INTU	C	0.2%	0.26%	0.2%
IRM	D	0.06%	0.43%	0.06%
ISRG	A	0.12%	0.02%	0.02%
IT	C	0.13%	0.07%	0.07%
JBHT	C	0.08%	0.02%	0.02%
JKHY	D	0.05%	0.03%	0.03%
JNJ	D	0.23%	1.49%	0.23%
JNPR	F	0.19%	0.04%	0.04%
JPM	A	0.12%	0.92%	0.12%
KKR	A	0.09%	0.06%	0.06%
KLAC	D	0.17%	0.29%	0.17%
KMB	D	0.41%	0.23%	0.23%
KMI	A	0.25%	0.32%	0.25%
KO	D	0.24%	0.44%	0.24%
KVUE	A	0.41%	0.63%	0.41%
LKQ	D	0.14%	0.01%	0.01%
LLY	F	0.23%	0.93%	0.23%
LMT	D	0.08%	0.32%	0.08%
LOW	D	0.25%	0.19%	0.19%
MCD	D	0.49%	0.29%	0.29%
MCK	B	0.18%	0.38%	0.18%
MCO	B	0.04%	0.41%	0.04%
MDT	D	0.06%	0.22%	0.06%
META	D	0.46%	1.88%	0.46%
MMC	B	0.03%	0.18%	0.03%
MMM	D	0.17%	0.16%	0.16%
MO	A	0.35%	1.11%	0.35%
MPC	D	0.48%	0.18%	0.18%
MPWR	F	0.21%	0.11%	0.11%
MRK	F	0.24%	0.26%	0.24%
MS	A	0.26%	0.41%	0.26%
MSCI	C	0.04%	0.04%	0.04%
MSFT	F	0.32%	5.41%	0.32%
MSI	B	0.49%	0.16%	0.16%
NDAQ	A	0.04%	0.18%	0.04%
NEE	D	0.24%	0.22%	0.22%
NFLX	A	0.22%	0.6%	0.22%
NOW	A	0.22%	0.18%	0.18%
NRG	B	0.32%	0.1%	0.1%
NTAP	C	0.17%	0.58%	0.17%
NVDA	C	0.13%	6.03%	0.13%
NWSA	B	0.1%	0.2%	0.1%
NXPI	D	0.23%	0.37%	0.23%
ODFL	B	0.08%	0.05%	0.05%
OMC	C	0.33%	0.28%	0.28%
ORCL	B	0.34%	0.69%	0.34%
OTIS	C	0.08%	0.06%	0.06%
PANW	C	0.16%	0.16%	0.16%
PAYX	C	0.21%	0.05%	0.05%
PEG	A	0.25%	0.38%	0.25%
PEP	F	0.17%	1.18%	0.17%
PFE	D	0.24%	0.19%	0.19%
PGR	A	0.19%	0.32%	0.19%
PKG	A	0.06%	0.2%	0.06%
PLTR	B	0.22%	0.26%	0.22%
PNC	B	0.06%	0.12%	0.06%
PRU	A	0.2%	0.22%	0.2%
PYPL	B	0.06%	0.02%	0.02%
QCOM	F	0.22%	0.49%	0.22%
REGN	F	0.23%	0.03%	0.03%
RL	B	0.32%	0.34%	0.32%
RMD	C	0.09%	0.27%	0.09%
RTX	C	0.08%	0.32%	0.08%
SBUX	A	0.48%	0.07%	0.07%
SHW	A	0.06%	0.46%	0.06%
SNA	A	0.25%	0.06%	0.06%
SNPS	B	0.34%	0.05%	0.05%
SO	D	0.08%	0.2%	0.08%
SPG	B	0.06%	0.33%	0.06%
SPGI	C	0.04%	0.27%	0.04%
STT	A	0.11%	0.15%	0.11%
SWKS	F	0.21%	0.05%	0.05%
SYK	C	0.12%	0.08%	0.08%
T	A	0.33%	0.53%	0.33%
TER	D	0.16%	0.08%	0.08%
TFC	A	0.05%	0.05%	0.05%
TGT	F	0.17%	0.04%	0.04%
TJX	A	0.71%	0.07%	0.07%
TMO	F	0.14%	0.16%	0.14%
TMUS	B	0.33%	0.25%	0.25%
TPR	B	0.32%	0.03%	0.03%
TRGP	B	0.24%	0.13%	0.13%
TROW	B	0.08%	0.53%	0.08%
TRV	B	0.14%	0.28%	0.14%
TSCO	D	0.12%	0.17%	0.12%
TSLA	B	0.27%	1.36%	0.27%
TT	A	0.08%	0.14%	0.08%
TXN	C	0.22%	1.13%	0.22%
UBER	D	0.11%	0.29%	0.11%
UNH	C	0.25%	0.79%	0.25%
VLO	C	0.49%	0.21%	0.21%
VRSK	A	0.04%	0.26%	0.04%
VRTX	F	0.23%	0.36%	0.23%
VZ	C	0.32%	1.2%	0.32%
WFC	A	0.13%	0.27%	0.13%
WMB	A	0.24%	0.21%	0.21%
WMT	A	0.72%	0.69%	0.69%
WST	C	0.05%	0.35%	0.05%
WTW	B	0.04%	0.09%	0.04%
XOM	B	0.75%	1.05%	0.75%
YUM	B	0.5%	0.55%	0.5%
ZTS	D	0.25%	0.14%	0.14%

SHUS Overweight 321 Positions Relative to HDUS

Symbol	Grade	Weight
KR	B	0.73%
SYY	B	0.73%
ROST	C	0.71%
COF	B	0.69%
SYF	B	0.68%
CVS	D	0.68%
DFS	B	0.68%
WBA	F	0.63%
DPZ	C	0.52%
CMCSA	B	0.51%
PSX	C	0.5%
L	A	0.49%
EL	F	0.49%
TTWO	A	0.48%
MTCH	D	0.46%
CHTR	C	0.46%
CLX	B	0.41%
PG	A	0.41%
BWA	D	0.41%
CHD	B	0.41%
VST	B	0.4%
PWR	A	0.4%
APTV	D	0.39%
J	F	0.39%
CEG	D	0.38%
JBL	B	0.37%
HRL	D	0.36%
ADM	D	0.36%
PM	B	0.35%
BKR	B	0.35%
TSN	B	0.35%
SLB	C	0.34%
NKE	D	0.33%
IPG	D	0.33%
HAL	C	0.33%
AWK	D	0.32%
UHS	D	0.32%
ATO	A	0.32%
NI	A	0.32%
GRMN	B	0.32%
AES	F	0.31%
NVR	D	0.3%
LULU	C	0.3%
FCX	D	0.29%
EXC	C	0.29%
DECK	A	0.29%
UAL	A	0.28%
VRSN	F	0.27%
STLD	B	0.27%
DAL	C	0.27%
HUM	C	0.26%
HUBB	B	0.26%
EQIX	A	0.26%
SWK	D	0.26%
DLR	B	0.26%
AKAM	D	0.26%
STZ	D	0.25%
PHM	D	0.25%
MOH	F	0.25%
LUV	C	0.25%
MNST	C	0.25%
ETR	B	0.25%
TAP	C	0.25%
INCY	C	0.25%
SCHW	B	0.25%
CNP	B	0.25%
RJF	A	0.25%
ENPH	F	0.25%
NUE	C	0.25%
HAS	D	0.25%
CNC	D	0.25%
AEP	D	0.24%
D	C	0.24%
OKE	A	0.24%
FE	C	0.24%
VTRS	A	0.24%
ED	D	0.24%
KDP	D	0.24%
BIIB	F	0.24%
NEM	D	0.24%
LEN	D	0.24%
ELV	F	0.24%
F	C	0.24%
CTLT	B	0.24%
MRNA	F	0.23%
DHI	D	0.23%
LW	C	0.22%
DAY	B	0.22%
ADI	D	0.22%
CPRT	A	0.22%
ON	D	0.22%
GOOG	C	0.22%
KHC	F	0.21%
ANET	C	0.21%
AOS	F	0.21%
MKC	D	0.21%
QRVO	F	0.21%
SJM	D	0.21%
MET	A	0.21%
GIS	D	0.21%
CAG	D	0.21%
ADP	B	0.21%
PAYC	B	0.21%
TYL	B	0.21%
IR	B	0.2%
IEX	B	0.2%
PARA	C	0.2%
FFIV	B	0.2%
ERIE	D	0.2%
AIZ	A	0.2%
HSIC	B	0.2%
FSLR	F	0.2%
KEYS	A	0.2%
DIS	B	0.2%
PFG	D	0.2%
CAH	B	0.19%
TEL	B	0.19%
XYL	D	0.19%
MAS	D	0.19%
HPE	B	0.19%
WBD	C	0.19%
BBWI	D	0.19%
PNR	A	0.19%
ALL	A	0.19%
BLDR	D	0.19%
GL	B	0.19%
AIG	B	0.19%
RSG	A	0.18%
EQT	B	0.18%
GEV	B	0.18%
WM	A	0.18%
MDLZ	F	0.18%
ROL	B	0.18%
COR	B	0.18%
K	A	0.18%
CI	F	0.18%
MHK	D	0.18%
ANSS	B	0.17%
DG	F	0.17%
FTNT	C	0.17%
MLM	B	0.17%
DOV	A	0.17%
GEN	B	0.17%
ITW	B	0.17%
WY	D	0.17%
CTRA	B	0.17%
DLTR	F	0.17%
PTC	A	0.17%
VMC	B	0.17%
STX	D	0.17%
WDC	D	0.17%
ULTA	F	0.17%
INTC	D	0.16%
DVN	F	0.16%
BA	F	0.16%
LH	C	0.16%
TXT	D	0.16%
HON	B	0.16%
ADSK	A	0.16%
TECH	D	0.15%
AZO	C	0.15%
A	D	0.15%
WAT	B	0.15%
SMCI	F	0.15%
MU	D	0.15%
MTD	D	0.14%
CRL	C	0.14%
URI	B	0.14%
HIG	B	0.14%
ACGL	D	0.14%
EG	C	0.14%
ORLY	B	0.14%
KMX	B	0.14%
EPAM	C	0.13%
POOL	C	0.13%
GWW	B	0.13%
DE	A	0.13%
WAB	B	0.13%
ZBRA	B	0.13%
MCHP	D	0.13%
LDOS	C	0.13%
WRB	A	0.13%
IQV	D	0.13%
HLT	A	0.12%
MAR	B	0.12%
EXPE	B	0.12%
STE	F	0.12%
CDW	F	0.12%
BALL	D	0.12%
ZBH	C	0.12%
FAST	B	0.12%
PCAR	B	0.12%
AMCR	D	0.12%
AME	A	0.12%
VTR	C	0.11%
DVA	B	0.11%
WELL	A	0.11%
EXR	D	0.11%
DOC	D	0.11%
BXP	D	0.11%
HST	C	0.11%
HOLX	D	0.1%
PODD	C	0.1%
NWS	B	0.1%
RVTY	F	0.1%
INVH	D	0.1%
FOX	A	0.1%
UDR	B	0.1%
ALGN	D	0.1%
MAA	B	0.1%
PSA	D	0.1%
ARE	D	0.1%
CPT	B	0.1%
AXON	A	0.09%
EXPD	D	0.09%
CCL	B	0.09%
AMP	A	0.09%
NCLH	B	0.09%
CF	B	0.09%
IVZ	B	0.09%
LYV	A	0.09%
DXCM	D	0.09%
IDXX	F	0.09%
PPL	B	0.08%
EVRG	A	0.08%
CARR	D	0.08%
LNT	A	0.08%
AEE	A	0.08%
JCI	C	0.08%
PH	A	0.08%
GNRC	B	0.08%
UNP	C	0.08%
WYNN	D	0.08%
NSC	B	0.08%
HII	D	0.08%
NOC	D	0.08%
BX	A	0.08%
NTRS	A	0.08%
LVS	C	0.08%
MOS	F	0.08%
CSX	B	0.08%
CTVA	C	0.08%
LHX	C	0.08%
FMC	D	0.08%
BEN	C	0.08%
RCL	A	0.08%
UPS	C	0.08%
LYB	F	0.07%
SW	A	0.07%
OXY	D	0.07%
PPG	F	0.07%
CZR	F	0.07%
MGM	D	0.07%
MRO	B	0.07%
APA	D	0.07%
DOW	F	0.07%
HES	B	0.07%
PNW	B	0.07%
CE	F	0.07%
ALLE	D	0.07%
WEC	A	0.07%
ES	D	0.07%
PCG	A	0.07%
SRE	A	0.07%
XEL	A	0.07%
CMS	C	0.07%
HWM	A	0.07%
FI	A	0.06%
KEY	B	0.06%
RF	A	0.06%
MTB	A	0.06%
EW	C	0.06%
AMT	D	0.06%
IP	B	0.06%
KIM	A	0.06%
REG	B	0.06%
AVY	D	0.06%
FRT	B	0.06%
PLD	D	0.06%
SBAC	D	0.06%
VICI	C	0.06%
CCI	D	0.06%
O	D	0.06%
TDG	D	0.06%
MA	C	0.05%
APD	A	0.05%
SOLV	C	0.05%
IFF	D	0.05%
BAX	D	0.05%
BDX	F	0.05%
TFX	F	0.05%
EMN	D	0.05%
ALB	C	0.05%
DD	D	0.05%
FIS	C	0.05%
HBAN	A	0.05%
USB	A	0.05%
CFG	B	0.05%
FITB	A	0.05%
EFX	F	0.04%
AON	A	0.04%
CBRE	B	0.04%
CSGP	D	0.04%
GPN	B	0.04%
ICE	C	0.04%
FDS	B	0.04%
V	A	0.04%
CPAY	A	0.04%
MKTX	D	0.04%
CME	A	0.04%
LIN	D	0.04%
ROK	B	0.03%
VLTO	D	0.03%
EMR	A	0.03%
NDSN	B	0.03%
FTV	C	0.03%
TRMB	B	0.03%
TDY	B	0.03%
ROP	B	0.03%
AJG	B	0.03%
BRO	B	0.03%

SHUS Underweight 84 Positions Relative to HDUS

Symbol	Grade	Weight
LAMR	D	-0.76%
JHG	A	-0.7%
KNF	A	-0.67%
ALSN	B	-0.6%
EME	C	-0.57%
DBX	B	-0.54%
RHI	B	-0.51%
TXRH	C	-0.49%
GLPI	C	-0.48%
STWD	C	-0.47%
RPM	A	-0.45%
R	B	-0.43%
AXS	A	-0.4%
MLI	C	-0.39%
MUSA	A	-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%
OHI	C	-0.31%
INGR	B	-0.3%
CRBG	B	-0.28%
FSS	B	-0.25%
NYT	C	-0.23%
CHRD	D	-0.23%
ALV	C	-0.22%
NNN	D	-0.22%
APP	B	-0.21%
MANH	D	-0.21%
GWRE	A	-0.21%
ALTR	B	-0.21%
ORI	A	-0.2%
LNG	B	-0.19%
BJ	A	-0.17%
HUBS	A	-0.17%
ACI	C	-0.16%
LRCX	F	-0.16%
FLEX	A	-0.16%
DY	D	-0.14%
CSWI	A	-0.14%
CBT	C	-0.13%
DDOG	A	-0.13%
DKS	C	-0.12%
OC	A	-0.11%
COKE	C	-0.11%
GNTX	C	-0.1%
VRNS	D	-0.1%
ESI	A	-0.1%
MTG	C	-0.09%
DASH	A	-0.09%
WSM	B	-0.09%
LII	A	-0.09%
CUBE	D	-0.08%
CROX	D	-0.08%
HLNE	B	-0.07%
NTNX	A	-0.07%
ESTC	C	-0.05%
CHH	A	-0.05%
FLO	D	-0.05%
COIN	C	-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%
AYI	B	-0.04%
EVR	B	-0.03%
IBKR	A	-0.03%
MORN	B	-0.03%
CSL	C	-0.03%
SMAR	A	-0.03%
CRUS	D	-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%
RYN	D	-0.01%
EGP	F	-0.01%