HDUS vs. AVMV ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to Avantis U.S. Mid Cap Value ETF (AVMV)

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

AVMV

Avantis U.S. Mid Cap Value ETF

AVMV Description

The fund invests primarily in a diverse group of U.S. mid cap companies across market sectors and industry groups. It seeks to achieve higher expected returns by selecting securities of companies with higher profitability and value characteristics, as well as smaller market capitalizations relative to others within the fund"s mid cap investment universe.

Grade (RS Rating)

Last Trade

$70.48

Average Daily Volume

7,501

Number of Holdings ^*

236

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	AVMV
30 Days	3.75%	9.24%
60 Days	5.23%	10.30%
90 Days	7.06%	12.44%
12 Months	31.94%	37.87%

47 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in AVMV	Overlap
ALV	C	0.22%	0.28%	0.22%
AXS	A	0.4%	0.26%	0.26%
AYI	B	0.04%	0.38%	0.04%
BBY	D	0.06%	0.67%	0.06%
BG	F	0.26%	0.2%	0.2%
BJ	A	0.17%	0.2%	0.17%
CHRD	D	0.23%	0.19%	0.19%
CHRW	C	0.3%	0.18%	0.18%
COKE	C	0.11%	0.25%	0.11%
CROX	D	0.08%	0.13%	0.08%
CSL	C	0.03%	0.94%	0.03%
DCI	B	0.34%	0.34%	0.34%
DKS	C	0.12%	0.29%	0.12%
DRI	B	0.11%	0.72%	0.11%
EBAY	D	0.26%	0.62%	0.26%
EME	C	0.57%	0.97%	0.57%
EVR	B	0.03%	0.21%	0.03%
FANG	D	0.22%	0.25%	0.22%
FLEX	A	0.16%	0.69%	0.16%
FOXA	B	0.26%	0.48%	0.26%
GLW	B	0.13%	1.12%	0.13%
GPC	D	0.09%	0.3%	0.09%
INGR	B	0.3%	0.32%	0.3%
JBHT	C	0.02%	0.59%	0.02%
JKHY	D	0.03%	0.06%	0.03%
LII	A	0.09%	0.84%	0.09%
LNG	B	0.19%	0.32%	0.19%
MANH	D	0.21%	0.59%	0.21%
MLI	C	0.39%	0.41%	0.39%
MTG	C	0.09%	0.24%	0.09%
MUSA	A	0.38%	0.45%	0.38%
OC	A	0.11%	0.78%	0.11%
ORI	A	0.2%	0.32%	0.2%
PKG	A	0.2%	0.87%	0.2%
R	B	0.43%	0.36%	0.36%
RHI	B	0.51%	0.3%	0.3%
RL	B	0.34%	0.29%	0.29%
RPM	A	0.45%	0.65%	0.45%
SNA	A	0.06%	0.67%	0.06%
STT	A	0.15%	0.86%	0.15%
SWKS	F	0.05%	0.5%	0.05%
TPR	B	0.03%	0.29%	0.03%
TRGP	B	0.13%	1.36%	0.13%
TROW	B	0.53%	0.83%	0.53%
TSCO	D	0.17%	0.84%	0.17%
TXRH	C	0.49%	0.4%	0.4%
WSM	B	0.09%	0.81%	0.09%

HDUS Overweight 216 Positions Relative to AVMV

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%
LAMR	D	0.76%
BMY	B	0.72%
IBM	C	0.71%
JHG	A	0.7%
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%
ALSN	B	0.6%
NTAP	C	0.58%
YUM	B	0.55%
CTSH	B	0.54%
DBX	B	0.54%
T	A	0.53%
ABT	B	0.51%
GILD	C	0.5%
QCOM	F	0.49%
GLPI	C	0.48%
EA	A	0.48%
BKNG	A	0.48%
GDDY	A	0.47%
STWD	C	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%
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%
HRB	D	0.38%
NXPI	D	0.37%
BAH	F	0.37%
CRM	B	0.36%
VRTX	F	0.36%
RDN	C	0.36%
WST	C	0.35%
ADC	B	0.34%
SPG	B	0.33%
FICO	B	0.33%
STAG	F	0.33%
AGNC	D	0.33%
RTX	C	0.32%
BSX	B	0.32%
PGR	A	0.32%
KMI	A	0.32%
LMT	D	0.32%
OHI	C	0.31%
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%
CRBG	B	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%
VRSK	A	0.26%
TMUS	B	0.25%
FDX	B	0.25%
FSS	B	0.25%
ETN	A	0.24%
NYT	C	0.23%
HSY	F	0.23%
CAT	B	0.23%
ESS	B	0.23%
KMB	D	0.23%
MDT	D	0.22%
NEE	D	0.22%
NNN	D	0.22%
PRU	A	0.22%
VLO	C	0.21%
APP	B	0.21%
WMB	A	0.21%
ABNB	C	0.21%
GWRE	A	0.21%
ALTR	B	0.21%
CRWD	B	0.2%
SO	D	0.2%
AMGN	D	0.2%
NWSA	B	0.2%
PFE	D	0.19%
AXP	A	0.19%
LOW	D	0.19%
MPC	D	0.18%
NDAQ	A	0.18%
MMC	B	0.18%
NOW	A	0.18%
HUBS	A	0.17%
CDNS	B	0.16%
PANW	C	0.16%
ACI	C	0.16%
TMO	F	0.16%
LRCX	F	0.16%
MMM	D	0.16%
MSI	B	0.16%
GE	D	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%
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%
GNTX	C	0.1%
VRNS	D	0.1%
ESI	A	0.1%
NRG	B	0.1%
WTW	B	0.09%
HCA	F	0.09%
DASH	A	0.09%
C	A	0.09%
CMG	B	0.09%
TER	D	0.08%
CUBE	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%
NTNX	A	0.07%
BAC	A	0.07%
CPB	D	0.07%
OTIS	C	0.06%
KKR	A	0.06%
SNPS	B	0.05%
ODFL	B	0.05%
PAYX	C	0.05%
ESTC	C	0.05%
CHH	A	0.05%
FLO	D	0.05%
COIN	C	0.05%
TFC	A	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%
TGT	F	0.04%
JNPR	F	0.04%
MSCI	C	0.04%
IBKR	A	0.03%
REGN	F	0.03%
MORN	B	0.03%
SMAR	A	0.03%
DELL	C	0.02%
ISRG	A	0.02%
CRUS	D	0.02%
GM	B	0.02%
PYPL	B	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%
LKQ	D	0.01%
CINF	A	0.01%
RYN	D	0.01%
EGP	F	0.01%

HDUS Underweight 189 Positions Relative to AVMV

Symbol	Grade	Weight
RCL	A	-2.24%
VST	B	-2.2%
URI	B	-1.93%
HIG	B	-1.29%
UAL	A	-1.19%
CCL	B	-1.14%
PHM	D	-1.14%
ACGL	D	-1.13%
MTB	A	-1.12%
FITB	A	-1.08%
ON	D	-1.07%
RJF	A	-1.05%
DECK	A	-1.0%
BKR	B	-0.98%
SYF	B	-0.95%
STLD	B	-0.91%
TPL	A	-0.88%
HBAN	A	-0.88%
KR	B	-0.85%
LYB	F	-0.83%
RF	A	-0.81%
DVN	F	-0.79%
LPLA	A	-0.75%
JBL	B	-0.73%
EXPD	D	-0.72%
IP	B	-0.72%
ADM	D	-0.72%
NTRS	A	-0.69%
RS	B	-0.69%
NVR	D	-0.69%
CFG	B	-0.67%
TOL	B	-0.67%
DOW	F	-0.67%
CF	B	-0.65%
UTHR	C	-0.64%
DFS	B	-0.63%
EQT	B	-0.62%
FSLR	F	-0.61%
MRO	B	-0.61%
CTRA	B	-0.6%
EQH	B	-0.59%
CASY	A	-0.58%
FIX	A	-0.57%
WRB	A	-0.56%
SFM	A	-0.56%
VTRS	A	-0.56%
GGG	B	-0.55%
EWBC	A	-0.52%
SAIA	B	-0.52%
CVNA	B	-0.52%
RGA	A	-0.5%
EG	C	-0.5%
POOL	C	-0.49%
L	A	-0.49%
KMX	B	-0.46%
OVV	B	-0.46%
FTI	A	-0.45%
IDXX	F	-0.45%
ULTA	F	-0.44%
CLH	B	-0.44%
BWXT	B	-0.44%
HAL	C	-0.43%
UNM	A	-0.42%
EXP	A	-0.42%
LECO	B	-0.42%
WBD	C	-0.42%
EMN	D	-0.42%
NCLH	B	-0.41%
TAP	C	-0.41%
AIT	A	-0.41%
WAL	B	-0.41%
WMS	D	-0.4%
ATR	B	-0.39%
ZION	B	-0.38%
BALL	D	-0.38%
PRI	A	-0.38%
SF	B	-0.37%
BURL	A	-0.37%
UFPI	B	-0.37%
KNSL	B	-0.37%
CMA	A	-0.36%
WBS	A	-0.36%
ALLY	C	-0.36%
AFG	A	-0.35%
X	C	-0.35%
DG	F	-0.33%
PFGC	B	-0.33%
AOS	F	-0.33%
SSD	D	-0.32%
GL	B	-0.32%
FND	C	-0.32%
NUE	C	-0.3%
BWA	D	-0.3%
JAZZ	B	-0.3%
RRC	B	-0.29%
WTFC	A	-0.29%
ENSG	D	-0.29%
TREX	C	-0.28%
CFR	B	-0.28%
MKL	A	-0.28%
CMC	B	-0.28%
ATI	D	-0.27%
GPK	C	-0.27%
LSTR	D	-0.27%
DLTR	F	-0.27%
FCNCA	A	-0.27%
PR	B	-0.27%
CNC	D	-0.27%
BLDR	D	-0.27%
LUV	C	-0.26%
MTDR	B	-0.25%
CLF	F	-0.24%
MOS	F	-0.24%
FOX	A	-0.24%
BPOP	B	-0.24%
CBSH	A	-0.24%
UHAL	D	-0.24%
LULU	C	-0.24%
TMHC	B	-0.24%
THO	B	-0.23%
AGCO	D	-0.23%
OMF	A	-0.23%
APA	D	-0.22%
NSIT	F	-0.22%
WFRD	D	-0.22%
ARW	D	-0.22%
FHN	A	-0.21%
GAP	C	-0.21%
CHX	C	-0.21%
BC	C	-0.21%
SM	B	-0.21%
LEA	D	-0.21%
SNX	C	-0.2%
MUR	D	-0.19%
MHK	D	-0.19%
ESNT	D	-0.19%
PFG	D	-0.19%
CIVI	D	-0.18%
SON	D	-0.18%
OZK	B	-0.18%
AES	F	-0.18%
AM	A	-0.18%
FYBR	D	-0.18%
OLN	D	-0.18%
CHDN	B	-0.17%
TKR	D	-0.17%
WLK	D	-0.17%
MGY	A	-0.16%
APTV	D	-0.16%
FAST	B	-0.16%
BYD	C	-0.15%
MTH	D	-0.15%
NEU	C	-0.15%
LVS	C	-0.15%
ANF	C	-0.14%
UHS	D	-0.13%
ENLC	A	-0.13%
AMKR	D	-0.12%
KEY	B	-0.12%
EL	F	-0.12%
SEIC	B	-0.11%
PNFP	B	-0.11%
MKTX	D	-0.1%
BOKF	B	-0.09%
QLYS	C	-0.09%
HESM	B	-0.08%
AR	B	-0.08%
MSM	C	-0.07%
DDS	B	-0.06%
CPNG	D	-0.05%
ACT	D	-0.04%
PII	D	-0.03%
SW	A	-0.03%
DAL	C	-0.03%
CNA	B	-0.03%
SSB	B	-0.02%
LNTH	D	-0.02%
CWEN	C	-0.02%
UHAL	D	-0.02%
CWEN	C	-0.01%
CACC	D	-0.01%
MLM	B	-0.01%
PTEN	C	-0.0%
NFE	D	-0.0%
FIZZ	C	-0.0%
VAL	D	-0.0%
DINO	D	-0.0%
ATKR	C	-0.0%
CLVT	F	-0.0%