EUSA vs. HDUS ETF Comparison

Comparison of iShares MSCI USA Index Fund (EUSA) to Hartford Disciplined US Equity ETF (HDUS)

EUSA

iShares MSCI USA Index Fund

EUSA Description

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI USA Index (the "underlying index"). The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The underlying index is a market capitalization-weighted index designed to measure the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the United States. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$101.24

Average Daily Volume

45,044

Number of Holdings ^*

591

* 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	EUSA	HDUS
30 Days	5.56%	3.75%
60 Days	6.51%	5.23%
90 Days	8.86%	7.06%
12 Months	32.13%	31.94%

201 Overlapping Holdings

Symbol	Grade	Weight in EUSA	Weight in HDUS	Overlap
AAPL	C	0.16%	5.07%	0.16%
ABBV	D	0.13%	1.03%	0.13%
ABNB	C	0.18%	0.21%	0.18%
ABT	B	0.16%	0.51%	0.16%
ACI	C	0.15%	0.16%	0.15%
ACN	C	0.16%	0.4%	0.16%
ADBE	C	0.14%	0.14%	0.14%
AFL	B	0.18%	0.28%	0.18%
AMAT	F	0.13%	0.39%	0.13%
AMD	F	0.14%	0.07%	0.07%
AMGN	D	0.13%	0.2%	0.13%
AMZN	C	0.18%	3.51%	0.18%
APH	A	0.17%	0.46%	0.17%
APP	B	0.58%	0.21%	0.21%
AVB	B	0.17%	0.14%	0.14%
AVGO	D	0.16%	1.31%	0.16%
AXP	A	0.18%	0.19%	0.18%
BAC	A	0.19%	0.07%	0.07%
BAH	F	0.14%	0.37%	0.14%
BBY	D	0.16%	0.06%	0.06%
BG	F	0.15%	0.26%	0.15%
BK	A	0.19%	0.61%	0.19%
BKNG	A	0.21%	0.48%	0.21%
BLK	C	0.19%	0.13%	0.13%
BMY	B	0.19%	0.72%	0.19%
BR	A	0.17%	0.12%	0.12%
BRK.A	B	0.17%	0.46%	0.17%
BSX	B	0.18%	0.32%	0.18%
C	A	0.18%	0.09%	0.09%
CAT	B	0.18%	0.23%	0.18%
CB	C	0.17%	0.44%	0.17%
CBOE	B	0.16%	0.64%	0.16%
CDNS	B	0.17%	0.16%	0.16%
CHRD	D	0.14%	0.23%	0.14%
CHRW	C	0.17%	0.3%	0.17%
CINF	A	0.19%	0.01%	0.01%
CL	D	0.14%	0.64%	0.14%
CMG	B	0.18%	0.09%	0.09%
CMI	A	0.19%	0.88%	0.19%
COIN	C	0.26%	0.05%	0.05%
COP	C	0.16%	0.3%	0.16%
COST	B	0.17%	0.63%	0.17%
CPB	D	0.14%	0.07%	0.07%
CRM	B	0.2%	0.36%	0.2%
CRWD	B	0.21%	0.2%	0.2%
CSCO	B	0.18%	0.31%	0.18%
CSL	C	0.17%	0.03%	0.03%
CTAS	B	0.17%	0.62%	0.17%
CTSH	B	0.16%	0.54%	0.16%
CVX	A	0.17%	0.92%	0.17%
DASH	A	0.22%	0.09%	0.09%
DDOG	A	0.18%	0.13%	0.13%
DELL	C	0.19%	0.02%	0.02%
DGX	A	0.17%	0.29%	0.17%
DHR	F	0.13%	0.08%	0.08%
DKS	C	0.14%	0.12%	0.12%
DRI	B	0.16%	0.11%	0.11%
DTE	C	0.16%	0.07%	0.07%
DUK	C	0.16%	0.12%	0.12%
EA	A	0.18%	0.48%	0.18%
EBAY	D	0.17%	0.26%	0.17%
ECL	D	0.16%	0.11%	0.11%
EIX	B	0.16%	0.14%	0.14%
EME	C	0.22%	0.57%	0.22%
EOG	A	0.17%	0.43%	0.17%
EQR	B	0.16%	0.08%	0.08%
ESS	B	0.16%	0.23%	0.16%
ETN	A	0.19%	0.24%	0.19%
FANG	D	0.15%	0.22%	0.15%
FDX	B	0.16%	0.25%	0.16%
FICO	B	0.2%	0.33%	0.2%
FNF	B	0.17%	0.04%	0.04%
FOXA	B	0.12%	0.26%	0.12%
GD	F	0.15%	0.15%	0.15%
GDDY	A	0.18%	0.47%	0.18%
GE	D	0.17%	0.15%	0.15%
GEHC	F	0.16%	0.13%	0.13%
GILD	C	0.18%	0.5%	0.18%
GLPI	C	0.16%	0.48%	0.16%
GLW	B	0.18%	0.13%	0.13%
GM	B	0.19%	0.02%	0.02%
GOOGL	C	0.09%	3.92%	0.09%
GPC	D	0.14%	0.09%	0.09%
GS	A	0.19%	0.11%	0.11%
HCA	F	0.14%	0.09%	0.09%
HD	A	0.17%	0.46%	0.17%
HPQ	B	0.17%	0.13%	0.13%
HSY	F	0.13%	0.23%	0.13%
HUBS	A	0.22%	0.17%	0.17%
IBM	C	0.17%	0.71%	0.17%
INTU	C	0.15%	0.26%	0.15%
IRM	D	0.17%	0.43%	0.17%
ISRG	A	0.18%	0.02%	0.02%
IT	C	0.17%	0.07%	0.07%
JBHT	C	0.16%	0.02%	0.02%
JKHY	D	0.18%	0.03%	0.03%
JNJ	D	0.15%	1.49%	0.15%
JNPR	F	0.14%	0.04%	0.04%
JPM	A	0.18%	0.92%	0.18%
KKR	A	0.2%	0.06%	0.06%
KLAC	D	0.12%	0.29%	0.12%
KMB	D	0.15%	0.23%	0.15%
KMI	A	0.21%	0.32%	0.21%
KO	D	0.14%	0.44%	0.14%
KVUE	A	0.17%	0.63%	0.17%
LII	A	0.17%	0.09%	0.09%
LKQ	D	0.14%	0.01%	0.01%
LLY	F	0.12%	0.93%	0.12%
LMT	D	0.15%	0.32%	0.15%
LNG	B	0.19%	0.19%	0.19%
LOW	D	0.17%	0.19%	0.17%
LRCX	F	0.12%	0.16%	0.12%
MANH	D	0.17%	0.21%	0.17%
MCD	D	0.16%	0.29%	0.16%
MCK	B	0.18%	0.38%	0.18%
MCO	B	0.15%	0.41%	0.15%
MDT	D	0.16%	0.22%	0.16%
META	D	0.17%	1.88%	0.17%
MMC	B	0.16%	0.18%	0.16%
MMM	D	0.16%	0.16%	0.16%
MO	A	0.17%	1.11%	0.17%
MPC	D	0.15%	0.18%	0.15%
MPWR	F	0.1%	0.11%	0.1%
MRK	F	0.13%	0.26%	0.13%
MS	A	0.21%	0.41%	0.21%
MSCI	C	0.17%	0.04%	0.04%
MSFT	F	0.15%	5.41%	0.15%
MSI	B	0.18%	0.16%	0.16%
NDAQ	A	0.18%	0.18%	0.18%
NEE	D	0.15%	0.22%	0.15%
NET	B	0.19%	0.02%	0.02%
NFLX	A	0.2%	0.6%	0.2%
NOW	A	0.19%	0.18%	0.18%
NRG	B	0.18%	0.1%	0.1%
NTAP	C	0.15%	0.58%	0.15%
NVDA	C	0.18%	6.03%	0.18%
NWSA	B	0.17%	0.2%	0.17%
NXPI	D	0.14%	0.37%	0.14%
OC	A	0.19%	0.11%	0.11%
ODFL	B	0.17%	0.05%	0.05%
OMC	C	0.16%	0.28%	0.16%
ORCL	B	0.21%	0.69%	0.21%
OTIS	C	0.17%	0.06%	0.06%
PANW	C	0.17%	0.16%	0.16%
PAYX	C	0.18%	0.05%	0.05%
PEG	A	0.18%	0.38%	0.18%
PEP	F	0.14%	1.18%	0.14%
PFE	D	0.14%	0.19%	0.14%
PGR	A	0.17%	0.32%	0.17%
PKG	A	0.19%	0.2%	0.19%
PLTR	B	0.31%	0.26%	0.26%
PNC	B	0.19%	0.12%	0.12%
PRU	A	0.19%	0.22%	0.19%
PYPL	B	0.19%	0.02%	0.02%
QCOM	F	0.15%	0.49%	0.15%
RBLX	C	0.2%	0.04%	0.04%
REGN	F	0.1%	0.03%	0.03%
RMD	C	0.17%	0.27%	0.17%
RPM	A	0.18%	0.45%	0.18%
RTX	C	0.16%	0.32%	0.16%
SBUX	A	0.17%	0.07%	0.07%
SHW	A	0.16%	0.46%	0.16%
SNA	A	0.2%	0.06%	0.06%
SNOW	C	0.16%	0.01%	0.01%
SNPS	B	0.15%	0.05%	0.05%
SO	D	0.16%	0.2%	0.16%
SPG	B	0.18%	0.33%	0.18%
SPGI	C	0.16%	0.27%	0.16%
STT	A	0.18%	0.15%	0.15%
SWKS	F	0.12%	0.05%	0.05%
SYK	C	0.18%	0.08%	0.08%
T	A	0.18%	0.53%	0.18%
TER	D	0.12%	0.08%	0.08%
TFC	A	0.17%	0.05%	0.05%
TGT	F	0.17%	0.04%	0.04%
TJX	A	0.17%	0.07%	0.07%
TMO	F	0.13%	0.16%	0.13%
TMUS	B	0.18%	0.25%	0.18%
TRGP	B	0.23%	0.13%	0.13%
TROW	B	0.17%	0.53%	0.17%
TRV	B	0.19%	0.28%	0.19%
TSCO	D	0.16%	0.17%	0.16%
TSLA	B	0.25%	1.36%	0.25%
TT	A	0.19%	0.14%	0.14%
TXN	C	0.15%	1.13%	0.15%
UBER	D	0.15%	0.29%	0.15%
UNH	C	0.16%	0.79%	0.16%
VLO	C	0.16%	0.21%	0.16%
VRSK	A	0.16%	0.26%	0.16%
VRTX	F	0.15%	0.36%	0.15%
VZ	C	0.16%	1.2%	0.16%
WFC	A	0.21%	0.27%	0.21%
WMB	A	0.21%	0.21%	0.21%
WMT	A	0.18%	0.69%	0.18%
WSM	B	0.16%	0.09%	0.09%
WST	C	0.16%	0.35%	0.16%
WTW	B	0.17%	0.09%	0.09%
XOM	B	0.16%	1.05%	0.16%
YUM	B	0.15%	0.55%	0.15%
ZS	C	0.16%	0.04%	0.04%
ZTS	D	0.15%	0.14%	0.14%

EUSA Overweight 390 Positions Relative to HDUS

Symbol	Grade	Weight
MSTR	C	0.51%
VST	B	0.31%
GEV	B	0.29%
VRT	B	0.29%
HOOD	B	0.28%
TOST	B	0.28%
TPL	A	0.27%
APO	B	0.26%
DAL	C	0.26%
CCL	B	0.26%
AXON	A	0.26%
TEAM	A	0.25%
TWLO	A	0.25%
LPLA	A	0.23%
SQ	B	0.23%
RCL	A	0.23%
Z	A	0.22%
SYF	B	0.22%
LYV	A	0.22%
BX	A	0.22%
DOCU	A	0.22%
FI	A	0.22%
RJF	A	0.22%
PODD	C	0.22%
HBAN	A	0.21%
ZM	B	0.21%
EXE	B	0.21%
EQT	B	0.21%
MTB	A	0.21%
EXPE	B	0.21%
CPAY	A	0.21%
PAYC	B	0.21%
DAY	B	0.21%
PWR	A	0.2%
PNR	A	0.2%
DKNG	B	0.2%
TRMB	B	0.2%
DIS	B	0.2%
V	A	0.2%
MET	A	0.2%
AIZ	A	0.2%
DLR	B	0.2%
EMR	A	0.2%
BKR	B	0.2%
ALB	C	0.2%
NTRS	A	0.2%
CG	A	0.2%
FLUT	A	0.2%
IOT	A	0.2%
ETR	B	0.2%
AMP	A	0.2%
DFS	B	0.2%
COF	B	0.2%
MRVL	B	0.2%
OKE	A	0.2%
WELL	A	0.19%
PH	A	0.19%
GRMN	B	0.19%
HLT	A	0.19%
CBRE	B	0.19%
ROKU	D	0.19%
JCI	C	0.19%
TTWO	A	0.19%
ARES	A	0.19%
JBL	B	0.19%
SEIC	B	0.19%
FTNT	C	0.19%
WYNN	D	0.19%
APD	A	0.19%
LVS	C	0.19%
GWW	B	0.19%
FAST	B	0.19%
FFIV	B	0.19%
ADSK	A	0.19%
CNP	B	0.19%
HUBB	B	0.19%
LUV	C	0.19%
HWM	A	0.19%
WBD	C	0.19%
MA	C	0.19%
LW	C	0.19%
IP	B	0.19%
STLD	B	0.19%
WAB	B	0.19%
SW	A	0.19%
CEG	D	0.19%
RF	A	0.19%
MAR	B	0.19%
SCHW	B	0.19%
AEE	A	0.18%
IEX	B	0.18%
TDY	B	0.18%
ZBRA	B	0.18%
KR	B	0.18%
FCNCA	A	0.18%
DECK	A	0.18%
KIM	A	0.18%
SOLV	C	0.18%
ATO	A	0.18%
ADP	B	0.18%
AON	A	0.18%
WSO	A	0.18%
TAP	C	0.18%
HON	B	0.18%
ACM	A	0.18%
PCG	A	0.18%
VTRS	A	0.18%
BXP	D	0.18%
EPAM	C	0.18%
MDB	C	0.18%
VMC	B	0.18%
IR	B	0.18%
CFG	B	0.18%
AZPN	A	0.18%
MNST	C	0.18%
KEY	B	0.18%
HPE	B	0.18%
MKTX	D	0.18%
CNH	C	0.18%
SRE	A	0.18%
URI	B	0.18%
FDS	B	0.18%
INTC	D	0.18%
GEN	B	0.18%
XEL	A	0.18%
LULU	C	0.18%
TW	A	0.18%
PCAR	B	0.18%
USB	A	0.18%
HIG	B	0.18%
NI	A	0.18%
TTD	B	0.18%
FITB	A	0.18%
FIS	C	0.18%
AME	A	0.18%
CRH	A	0.18%
ROK	B	0.17%
UDR	B	0.17%
REG	B	0.17%
F	C	0.17%
HST	C	0.17%
CMCSA	B	0.17%
KNX	B	0.17%
WRB	A	0.17%
HES	B	0.17%
ORLY	B	0.17%
OVV	B	0.17%
AIG	B	0.17%
LHX	C	0.17%
DE	A	0.17%
DVA	B	0.17%
ANET	C	0.17%
WEC	A	0.17%
NSC	B	0.17%
VEEV	C	0.17%
HSIC	B	0.17%
PFG	D	0.17%
GPN	B	0.17%
H	B	0.17%
CPRT	A	0.17%
CARR	D	0.17%
PPL	B	0.17%
PTC	A	0.17%
CAH	B	0.17%
CHD	B	0.17%
GGG	B	0.17%
CTVA	C	0.17%
BLDR	D	0.17%
CME	A	0.17%
MKL	A	0.17%
VTR	C	0.17%
INCY	C	0.17%
LNT	A	0.17%
CF	B	0.17%
ITW	B	0.17%
MLM	B	0.17%
BRO	B	0.17%
ALL	A	0.17%
KEYS	A	0.17%
CTRA	B	0.17%
CLX	B	0.17%
EQIX	A	0.17%
PM	B	0.17%
L	A	0.17%
SNAP	C	0.17%
RS	B	0.17%
WDAY	B	0.17%
CHTR	C	0.17%
EVRG	A	0.17%
DOV	A	0.17%
AFG	A	0.17%
EG	C	0.16%
STZ	D	0.16%
ROP	B	0.16%
SSNC	B	0.16%
SBAC	D	0.16%
DOC	D	0.16%
ZBH	C	0.16%
PSX	C	0.16%
CTLT	B	0.16%
ELS	C	0.16%
AEP	D	0.16%
MAS	D	0.16%
ROL	B	0.16%
WTRG	B	0.16%
ICE	C	0.16%
VRSN	F	0.16%
HAL	C	0.16%
K	A	0.16%
PG	A	0.16%
BIO	D	0.16%
TSN	B	0.16%
CPT	B	0.16%
EW	C	0.16%
PSA	D	0.16%
NUE	C	0.16%
WDC	D	0.16%
COR	B	0.16%
WY	D	0.16%
WCN	A	0.16%
CCK	C	0.16%
VICI	C	0.16%
NVR	D	0.16%
CMS	C	0.16%
ILMN	D	0.16%
COO	D	0.16%
D	C	0.16%
FCX	D	0.16%
WAT	B	0.16%
DD	D	0.16%
FWONK	B	0.16%
DXCM	D	0.16%
DT	C	0.16%
EXC	C	0.16%
CSX	B	0.16%
NLY	C	0.16%
DPZ	C	0.16%
RSG	A	0.16%
UPS	C	0.16%
MAA	B	0.16%
LH	C	0.16%
AJG	B	0.16%
MRO	B	0.16%
TRU	D	0.16%
NDSN	B	0.16%
PHM	D	0.16%
TYL	B	0.16%
BURL	A	0.16%
ANSS	B	0.16%
ALLE	D	0.16%
UTHR	C	0.16%
EMN	D	0.16%
POOL	C	0.16%
LDOS	C	0.16%
WM	A	0.16%
FTV	C	0.16%
SJM	D	0.15%
PLD	D	0.15%
ACGL	D	0.15%
BBWI	D	0.15%
AVY	D	0.15%
TXT	D	0.15%
ADI	D	0.15%
ES	D	0.15%
BALL	D	0.15%
PINS	D	0.15%
UNP	C	0.15%
KMX	B	0.15%
CVS	D	0.15%
PARA	C	0.15%
BSY	D	0.15%
CCI	D	0.15%
CI	F	0.15%
O	D	0.15%
MOS	F	0.15%
ROST	C	0.15%
BDX	F	0.15%
SUI	D	0.15%
VLTO	D	0.15%
STX	D	0.15%
ALGN	D	0.15%
MGM	D	0.15%
FBIN	D	0.15%
INVH	D	0.15%
AZO	C	0.15%
BEN	C	0.15%
MKC	D	0.15%
RPRX	D	0.15%
CSGP	D	0.15%
MELI	D	0.15%
FE	C	0.15%
WPC	D	0.15%
AMH	D	0.15%
NOC	D	0.15%
TDG	D	0.15%
LIN	D	0.15%
TEL	B	0.15%
PPG	F	0.15%
AWK	D	0.15%
ED	D	0.15%
HOLX	D	0.15%
LEN	D	0.15%
EQH	B	0.15%
SYY	B	0.15%
EXR	D	0.15%
FERG	B	0.15%
SLB	C	0.15%
EXPD	D	0.15%
CAG	D	0.14%
ALLY	C	0.14%
DVN	F	0.14%
KHC	F	0.14%
UHS	D	0.14%
ON	D	0.14%
NKE	D	0.14%
AOS	F	0.14%
GIS	D	0.14%
KDP	D	0.14%
DINO	D	0.14%
ENTG	D	0.14%
WLK	D	0.14%
IPG	D	0.14%
SWK	D	0.14%
J	F	0.14%
OXY	D	0.14%
ADM	D	0.14%
ERIE	D	0.14%
BAX	D	0.14%
A	D	0.14%
MDLZ	F	0.14%
DHI	D	0.14%
IFF	D	0.14%
TTC	D	0.14%
AMT	D	0.14%
ARE	D	0.14%
MU	D	0.14%
UHAL	D	0.14%
STE	F	0.14%
TECH	D	0.14%
AMCR	D	0.14%
RVTY	F	0.14%
CRL	C	0.14%
XYL	D	0.14%
HRL	D	0.14%
ULTA	F	0.14%
EXAS	D	0.14%
NBIX	C	0.13%
MTD	D	0.13%
MCHP	D	0.13%
MOH	F	0.13%
PSTG	D	0.13%
TFX	F	0.13%
EFX	F	0.13%
MTCH	D	0.13%
DOW	F	0.13%
ALNY	D	0.13%
IDXX	F	0.13%
NEM	D	0.13%
FSLR	F	0.13%
BA	F	0.13%
AKAM	D	0.13%
LYB	F	0.13%
CNC	D	0.12%
APTV	D	0.12%
BIIB	F	0.12%
OKTA	C	0.12%
AVTR	F	0.12%
RIVN	F	0.12%
IQV	D	0.12%
WBA	F	0.12%
APA	D	0.12%
CDW	F	0.12%
HUM	C	0.12%
AES	F	0.12%
CELH	F	0.11%
HEI	B	0.11%
HII	D	0.11%
EL	F	0.11%
ELV	F	0.11%
DG	F	0.1%
DLTR	F	0.1%
BMRN	D	0.1%
CE	F	0.09%
QRVO	F	0.09%
HEI	B	0.08%
ENPH	F	0.08%
GOOG	C	0.08%
MRNA	F	0.07%
SMCI	F	0.07%
FOX	A	0.06%

EUSA Underweight 62 Positions Relative to HDUS

Symbol	Grade	Weight
LAMR	D	-0.76%
JHG	A	-0.7%
KNF	A	-0.67%
ALSN	B	-0.6%
DBX	B	-0.54%
RHI	B	-0.51%
TXRH	C	-0.49%
STWD	C	-0.47%
R	B	-0.43%
AXS	A	-0.4%
MLI	C	-0.39%
MUSA	A	-0.38%
HRB	D	-0.38%
RDN	C	-0.36%
DCI	B	-0.34%
ADC	B	-0.34%
RL	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%
ALV	C	-0.22%
NNN	D	-0.22%
GWRE	A	-0.21%
ALTR	B	-0.21%
ORI	A	-0.2%
BJ	A	-0.17%
FLEX	A	-0.16%
DY	D	-0.14%
CSWI	A	-0.14%
CBT	C	-0.13%
COKE	C	-0.11%
GNTX	C	-0.1%
VRNS	D	-0.1%
ESI	A	-0.1%
MTG	C	-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%
INSP	D	-0.04%
DTM	B	-0.04%
CACI	D	-0.04%
AYI	B	-0.04%
EVR	B	-0.03%
TPR	B	-0.03%
IBKR	A	-0.03%
MORN	B	-0.03%
SMAR	A	-0.03%
CRUS	D	-0.02%
FR	C	-0.02%
OGE	B	-0.02%
TMDX	F	-0.01%
OGN	D	-0.01%
RYN	D	-0.01%
EGP	F	-0.01%