XVV vs. HDUS ETF Comparison

Comparison of iShares ESG Screened S&P 500 ETF (XVV) to Hartford Disciplined US Equity ETF (HDUS)
XVV

iShares ESG Screened S&P 500 ETF

XVV Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P 500 Sustainability Screened Index, which measures the performance of the large-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$45.89

Average Daily Volume

40,869

Number of Holdings *

443

* 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 XVV HDUS
30 Days 3.10% 3.75%
60 Days 4.22% 5.23%
90 Days 5.90% 7.06%
12 Months 32.25% 31.94%
160 Overlapping Holdings
Symbol Grade Weight in XVV Weight in HDUS Overlap
AAPL C 7.53% 5.07% 5.07%
ABBV D 0.65% 1.03% 0.65%
ABNB C 0.13% 0.21% 0.13%
ABT B 0.43% 0.51% 0.43%
ACN C 0.49% 0.4% 0.4%
ADBE C 0.51% 0.14% 0.14%
AFL B 0.12% 0.28% 0.12%
AMAT F 0.33% 0.39% 0.33%
AMD F 0.49% 0.07% 0.07%
AMGN D 0.35% 0.2% 0.2%
AMZN C 4.29% 3.51% 3.51%
APH A 0.19% 0.46% 0.19%
AVB B 0.07% 0.14% 0.07%
AVGO D 1.72% 1.31% 1.31%
AXP A 0.35% 0.19% 0.19%
BAC A 0.67% 0.07% 0.07%
BBY D 0.04% 0.06% 0.04%
BG F 0.03% 0.26% 0.03%
BK A 0.12% 0.61% 0.12%
BKNG A 0.36% 0.48% 0.36%
BLK C 0.32% 0.13% 0.13%
BMY B 0.26% 0.72% 0.26%
BR A 0.06% 0.12% 0.06%
BRK.A B 1.86% 0.46% 0.46%
BSX B 0.28% 0.32% 0.28%
C A 0.28% 0.09% 0.09%
CAT B 0.41% 0.23% 0.23%
CB C 0.23% 0.44% 0.23%
CBOE B 0.04% 0.64% 0.04%
CDNS B 0.18% 0.16% 0.16%
CHRW C 0.03% 0.3% 0.03%
CINF A 0.05% 0.01% 0.01%
CL D 0.16% 0.64% 0.16%
CMG B 0.18% 0.09% 0.09%
CMI A 0.11% 0.88% 0.11%
COST B 0.89% 0.63% 0.63%
CPB D 0.02% 0.07% 0.02%
CRM B 0.7% 0.36% 0.36%
CRWD B 0.17% 0.2% 0.17%
CSCO B 0.51% 0.31% 0.31%
CTAS B 0.16% 0.62% 0.16%
CTSH B 0.09% 0.54% 0.09%
DGX A 0.04% 0.29% 0.04%
DHR F 0.33% 0.08% 0.08%
DRI B 0.04% 0.11% 0.04%
EA A 0.09% 0.48% 0.09%
EBAY D 0.07% 0.26% 0.07%
ECL D 0.14% 0.11% 0.11%
EIX B 0.07% 0.14% 0.07%
EQR B 0.05% 0.08% 0.05%
ESS B 0.04% 0.23% 0.04%
ETN A 0.31% 0.24% 0.24%
FDX B 0.14% 0.25% 0.14%
FICO B 0.12% 0.33% 0.12%
FOXA B 0.02% 0.26% 0.02%
GDDY A 0.06% 0.47% 0.06%
GE D 0.42% 0.15% 0.15%
GEHC F 0.08% 0.13% 0.08%
GILD C 0.25% 0.5% 0.25%
GLW B 0.08% 0.13% 0.08%
GM B 0.14% 0.02% 0.02%
GOOGL C 2.23% 3.92% 2.23%
GPC D 0.04% 0.09% 0.04%
GS A 0.4% 0.11% 0.11%
HCA F 0.14% 0.09% 0.09%
HD A 0.87% 0.46% 0.46%
HPQ B 0.08% 0.13% 0.08%
HSY F 0.06% 0.23% 0.06%
INTU C 0.43% 0.26% 0.26%
IRM D 0.07% 0.43% 0.07%
ISRG A 0.41% 0.02% 0.02%
IT C 0.09% 0.07% 0.07%
JBHT C 0.03% 0.02% 0.02%
JKHY D 0.03% 0.03% 0.03%
JNPR F 0.03% 0.04% 0.03%
JPM A 1.49% 0.92% 0.92%
KKR A 0.22% 0.06% 0.06%
KLAC D 0.19% 0.29% 0.19%
KMB D 0.1% 0.23% 0.1%
KMI A 0.11% 0.32% 0.11%
KO D 0.53% 0.44% 0.44%
LKQ D 0.02% 0.01% 0.01%
LLY F 1.35% 0.93% 0.93%
LOW D 0.33% 0.19% 0.19%
LRCX F 0.21% 0.16% 0.16%
MCD D 0.47% 0.29% 0.29%
MCK B 0.17% 0.38% 0.17%
MCO B 0.16% 0.41% 0.16%
MDT D 0.24% 0.22% 0.22%
META D 2.74% 1.88% 1.88%
MMC B 0.24% 0.18% 0.18%
MPC D 0.11% 0.18% 0.11%
MPWR F 0.06% 0.11% 0.06%
MRK F 0.54% 0.26% 0.26%
MS A 0.36% 0.41% 0.36%
MSCI C 0.1% 0.04% 0.04%
MSFT F 6.89% 5.41% 5.41%
MSI B 0.18% 0.16% 0.16%
NDAQ A 0.07% 0.18% 0.07%
NEE D 0.34% 0.22% 0.22%
NFLX A 0.78% 0.6% 0.6%
NOW A 0.46% 0.18% 0.18%
NTAP C 0.05% 0.58% 0.05%
NVDA C 7.83% 6.03% 6.03%
NWSA B 0.02% 0.2% 0.02%
NXPI D 0.12% 0.37% 0.12%
ODFL B 0.09% 0.05% 0.05%
OMC C 0.05% 0.28% 0.05%
ORCL B 0.65% 0.69% 0.65%
OTIS C 0.09% 0.06% 0.06%
PANW C 0.28% 0.16% 0.16%
PAYX C 0.1% 0.05% 0.05%
PEG A 0.09% 0.38% 0.09%
PEP F 0.49% 1.18% 0.49%
PFE D 0.32% 0.19% 0.19%
PGR A 0.33% 0.32% 0.32%
PKG A 0.05% 0.2% 0.05%
PNC B 0.18% 0.12% 0.12%
PRU A 0.1% 0.22% 0.1%
PYPL B 0.19% 0.02% 0.02%
QCOM F 0.4% 0.49% 0.4%
REGN F 0.18% 0.03% 0.03%
RL B 0.02% 0.34% 0.02%
RMD C 0.07% 0.27% 0.07%
SBUX A 0.24% 0.07% 0.07%
SHW A 0.2% 0.46% 0.2%
SNA A 0.04% 0.06% 0.04%
SNPS B 0.18% 0.05% 0.05%
SPG B 0.12% 0.33% 0.12%
SPGI C 0.35% 0.27% 0.27%
STT A 0.06% 0.15% 0.06%
SWKS F 0.03% 0.05% 0.03%
SYK C 0.28% 0.08% 0.08%
T A 0.35% 0.53% 0.35%
TER D 0.04% 0.08% 0.04%
TFC A 0.13% 0.05% 0.05%
TGT F 0.15% 0.04% 0.04%
TJX A 0.29% 0.07% 0.07%
TMO F 0.44% 0.16% 0.16%
TMUS B 0.25% 0.25% 0.25%
TPR B 0.03% 0.03% 0.03%
TRGP B 0.09% 0.13% 0.09%
TROW B 0.06% 0.53% 0.06%
TRV B 0.13% 0.28% 0.13%
TSCO D 0.06% 0.17% 0.06%
TSLA B 1.87% 1.36% 1.36%
TT A 0.2% 0.14% 0.14%
TXN C 0.41% 1.13% 0.41%
UBER D 0.33% 0.29% 0.29%
UNH C 1.19% 0.79% 0.79%
VLO C 0.1% 0.21% 0.1%
VRSK A 0.09% 0.26% 0.09%
VRTX F 0.27% 0.36% 0.27%
VZ C 0.37% 1.2% 0.37%
WFC A 0.54% 0.27% 0.27%
WMB A 0.15% 0.21% 0.15%
WST C 0.05% 0.35% 0.05%
WTW B 0.07% 0.09% 0.07%
YUM B 0.08% 0.55% 0.08%
ZTS D 0.17% 0.14% 0.14%
XVV Overweight 283 Positions Relative to HDUS
Symbol Grade Weight
GOOG C 1.85%
V A 1.12%
MA C 0.93%
PG A 0.85%
LIN D 0.47%
DIS B 0.43%
CMCSA B 0.36%
UNP C 0.31%
BX A 0.28%
ADP B 0.27%
SCHW B 0.26%
FI A 0.26%
MU D 0.24%
ADI D 0.23%
PLD D 0.23%
INTC D 0.23%
ANET C 0.22%
DE A 0.22%
ELV F 0.21%
UPS C 0.21%
GEV B 0.2%
CI F 0.2%
AMT D 0.2%
NKE D 0.2%
EQIX A 0.19%
MDLZ F 0.19%
PH A 0.19%
ICE C 0.19%
CME A 0.18%
WM A 0.18%
AON A 0.18%
WELL A 0.17%
USB A 0.17%
ORLY B 0.16%
ITW B 0.16%
EMR A 0.16%
CVS D 0.15%
CSX B 0.15%
COF B 0.15%
APD A 0.15%
CEG D 0.15%
OKE A 0.14%
CARR D 0.14%
AJG B 0.14%
BDX F 0.14%
MAR B 0.14%
ADSK A 0.14%
ROP B 0.13%
NSC B 0.13%
FTNT C 0.13%
PCAR B 0.13%
SLB C 0.13%
HLT A 0.13%
FCX D 0.13%
PSX C 0.12%
AZO C 0.12%
DLR B 0.12%
AMP A 0.12%
RCL A 0.12%
URI B 0.12%
SRE A 0.12%
JCI C 0.12%
O D 0.11%
MET A 0.11%
AIG B 0.11%
CPRT A 0.11%
ALL A 0.11%
PSA D 0.11%
AXON A 0.1%
DFS B 0.1%
CCI D 0.1%
AME A 0.1%
HWM A 0.1%
NEM D 0.1%
TEL B 0.1%
FAST B 0.1%
D C 0.1%
PWR A 0.1%
ROST C 0.1%
FIS C 0.1%
DHI D 0.1%
KR B 0.09%
MNST C 0.09%
CTVA C 0.09%
CBRE B 0.09%
EW C 0.09%
LEN D 0.09%
IR B 0.09%
DAL C 0.09%
RSG A 0.09%
COR B 0.09%
BKR B 0.09%
F C 0.09%
IDXX F 0.08%
NUE C 0.08%
EXR D 0.08%
IQV D 0.08%
MCHP D 0.08%
MTB A 0.08%
MLM B 0.08%
GIS D 0.08%
SYY B 0.08%
ACGL D 0.08%
KDP D 0.08%
VMC B 0.08%
STZ D 0.08%
EXC C 0.08%
LULU C 0.08%
A D 0.08%
CHTR C 0.08%
UAL A 0.07%
CSGP D 0.07%
CNC D 0.07%
DOW F 0.07%
ETR B 0.07%
FITB A 0.07%
EFX F 0.07%
VICI C 0.07%
GRMN B 0.07%
ED D 0.07%
ROK B 0.07%
HIG B 0.07%
HUM C 0.07%
WAB B 0.07%
CPAY A 0.06%
VLTO D 0.06%
SYF B 0.06%
AWK D 0.06%
TYL B 0.06%
BRO B 0.06%
MTD D 0.06%
VTR C 0.06%
CHD B 0.06%
FTV C 0.06%
HAL C 0.06%
PHM D 0.06%
KEYS A 0.06%
DECK A 0.06%
HPE B 0.06%
DOV A 0.06%
KHC F 0.06%
NVR D 0.06%
ON D 0.06%
PPG F 0.06%
CAH B 0.06%
TTWO A 0.06%
XYL D 0.06%
ANSS B 0.06%
RJF A 0.06%
GPN B 0.06%
DXCM D 0.06%
ZBRA B 0.05%
CFG B 0.05%
BLDR D 0.05%
NTRS A 0.05%
LYB F 0.05%
K A 0.05%
STE F 0.05%
WBD C 0.05%
ES D 0.05%
ZBH C 0.05%
WAT B 0.05%
WY D 0.05%
ATO A 0.05%
EXPE B 0.05%
IFF D 0.05%
PTC A 0.05%
SBAC D 0.05%
RF A 0.05%
BIIB F 0.05%
HUBB B 0.05%
CDW F 0.05%
CCL B 0.05%
SW A 0.05%
HBAN A 0.05%
ADM D 0.05%
AVY D 0.04%
GEN B 0.04%
BAX D 0.04%
KIM A 0.04%
DG F 0.04%
EXPD D 0.04%
ARE D 0.04%
TRMB B 0.04%
MAS D 0.04%
PNR A 0.04%
LVS C 0.04%
IEX B 0.04%
MOH F 0.04%
KEY B 0.04%
ULTA F 0.04%
PODD C 0.04%
TSN B 0.04%
WRB A 0.04%
HOLX D 0.04%
MAA B 0.04%
PFG D 0.04%
MKC D 0.04%
BALL D 0.04%
INVH D 0.04%
FDS B 0.04%
LUV C 0.04%
CNP B 0.04%
STLD B 0.04%
LH C 0.04%
IP B 0.04%
COO D 0.04%
LYV A 0.04%
STX D 0.04%
CLX B 0.04%
WDC D 0.04%
FSLR F 0.04%
AIZ A 0.03%
TECH D 0.03%
LW C 0.03%
NCLH B 0.03%
SJM D 0.03%
ALB C 0.03%
REG B 0.03%
UHS D 0.03%
DAY B 0.03%
ALLE D 0.03%
KMX B 0.03%
HST C 0.03%
INCY C 0.03%
CPT B 0.03%
AKAM D 0.03%
SWK D 0.03%
CAG D 0.03%
DLTR F 0.03%
UDR B 0.03%
MRNA F 0.03%
POOL C 0.03%
ROL B 0.03%
EPAM C 0.03%
NDSN B 0.03%
FFIV B 0.03%
APTV D 0.03%
RVTY F 0.03%
JBL B 0.03%
DOC D 0.03%
AMCR D 0.03%
VTRS A 0.03%
L A 0.03%
ALGN D 0.03%
EL F 0.03%
DPZ C 0.03%
VRSN F 0.03%
CF B 0.03%
FMC D 0.02%
DVA B 0.02%
MHK D 0.02%
BWA D 0.02%
CE F 0.02%
HAS D 0.02%
MTCH D 0.02%
IVZ B 0.02%
HSIC B 0.02%
CZR F 0.02%
MOS F 0.02%
AOS F 0.02%
ENPH F 0.02%
HRL D 0.02%
FRT B 0.02%
MGM D 0.02%
TFX F 0.02%
WYNN D 0.02%
SMCI F 0.02%
MKTX D 0.02%
GL B 0.02%
CRL C 0.02%
PAYC B 0.02%
CTLT B 0.02%
IPG D 0.02%
TAP C 0.02%
GNRC B 0.02%
BXP D 0.02%
NWS B 0.01%
FOX A 0.01%
QRVO F 0.01%
WBA F 0.01%
BEN C 0.01%
PARA C 0.01%
XVV Underweight 103 Positions Relative to HDUS
Symbol Grade Weight
JNJ D -1.49%
MO A -1.11%
XOM B -1.05%
CVX A -0.92%
LAMR D -0.76%
IBM C -0.71%
JHG A -0.7%
WMT A -0.69%
KNF A -0.67%
KVUE A -0.63%
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%
EOG A -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%
RTX C -0.32%
LMT D -0.32%
OHI C -0.31%
COP C -0.3%
INGR B -0.3%
CRBG B -0.28%
PLTR B -0.26%
FSS B -0.25%
NYT C -0.23%
CHRD D -0.23%
ALV C -0.22%
NNN D -0.22%
FANG D -0.22%
APP B -0.21%
MANH D -0.21%
GWRE A -0.21%
ALTR B -0.21%
SO D -0.2%
ORI A -0.2%
LNG B -0.19%
BJ A -0.17%
HUBS A -0.17%
ACI C -0.16%
FLEX A -0.16%
MMM D -0.16%
GD F -0.15%
DY D -0.14%
CSWI A -0.14%
CBT C -0.13%
DDOG A -0.13%
DUK C -0.12%
DKS C -0.12%
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%
DASH A -0.09%
WSM B -0.09%
LII A -0.09%
CUBE D -0.08%
CROX D -0.08%
HLNE B -0.07%
DTE C -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%
DELL C -0.02%
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%
Compare ETFs