HDUS vs. BRNY ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to Burney U.S. Factor Rotation ETF (BRNY)

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

$58.09

Average Daily Volume

3,283

Number of Holdings ^*

263

* may have additional holdings in another (foreign) market

BRNY

Burney U.S. Factor Rotation ETF

BRNY Description

The fund is an actively managed exchange-traded fund ("ETF") that seeks long term growth of capital. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of the fund"s net assets plus the amount of any borrowings for investment purposes in U.S. listed common stock. The fund will invest its assets in common stocks of large, mid, and small-capitalization companies.

Grade (RS Rating)

Last Trade

$42.79

Average Daily Volume

9,981

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	BRNY
30 Days	2.59%	5.51%
60 Days	5.19%	9.01%
90 Days	6.63%	10.04%
12 Months	31.42%	42.72%

37 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in BRNY	Overlap
AAPL	C	5.07%	4.6%	4.6%
ALSN	B	0.6%	0.56%	0.56%
AMAT	F	0.39%	0.39%	0.39%
APH	A	0.46%	1.29%	0.46%
APP	B	0.21%	1.95%	0.21%
AVGO	D	1.31%	0.45%	0.45%
BK	A	0.61%	0.49%	0.49%
CACI	D	0.04%	0.42%	0.04%
CBOE	C	0.64%	0.52%	0.52%
EA	A	0.48%	0.8%	0.48%
EBAY	D	0.26%	0.5%	0.26%
EME	A	0.57%	1.12%	0.57%
ETN	A	0.24%	0.39%	0.24%
GOOGL	C	3.92%	2.87%	2.87%
GWRE	A	0.21%	0.49%	0.21%
JPM	A	0.92%	0.51%	0.51%
KLAC	F	0.29%	0.2%	0.2%
KMI	A	0.32%	0.53%	0.32%
LII	A	0.09%	0.48%	0.09%
MCO	B	0.41%	2.64%	0.41%
META	D	1.88%	4.87%	1.88%
MMC	B	0.18%	0.36%	0.18%
MS	A	0.41%	0.54%	0.41%
NFLX	A	0.6%	1.92%	0.6%
NTAP	C	0.58%	0.48%	0.48%
NVDA	B	6.03%	5.18%	5.18%
PANW	B	0.16%	3.2%	0.16%
PGR	A	0.32%	3.75%	0.32%
PLTR	B	0.26%	0.89%	0.26%
QCOM	F	0.49%	1.61%	0.49%
SPG	A	0.33%	0.55%	0.33%
TRGP	A	0.13%	0.59%	0.13%
TSCO	D	0.17%	0.25%	0.17%
TT	A	0.14%	4.01%	0.14%
TXRH	B	0.49%	4.9%	0.49%
VRTX	D	0.36%	0.47%	0.36%
WFC	A	0.27%	0.53%	0.27%

HDUS Overweight 226 Positions Relative to BRNY

Symbol	Grade	Weight
MSFT	D	5.41%
AMZN	C	3.51%
JNJ	C	1.49%
TSLA	B	1.36%
VZ	C	1.2%
PEP	F	1.18%
TXN	C	1.13%
MO	A	1.11%
XOM	B	1.05%
ABBV	F	1.03%
LLY	F	0.93%
CVX	A	0.92%
CMI	A	0.88%
UNH	B	0.79%
LAMR	C	0.76%
BMY	B	0.72%
IBM	C	0.71%
JHG	B	0.7%
ORCL	A	0.69%
WMT	A	0.69%
KNF	B	0.67%
CL	D	0.64%
COST	A	0.63%
KVUE	A	0.63%
CTAS	B	0.62%
YUM	D	0.55%
CTSH	B	0.54%
DBX	B	0.54%
T	A	0.53%
TROW	B	0.53%
RHI	C	0.51%
ABT	B	0.51%
GILD	C	0.5%
GLPI	C	0.48%
BKNG	A	0.48%
GDDY	A	0.47%
STWD	C	0.47%
BRK.A	B	0.46%
HD	B	0.46%
SHW	B	0.46%
RPM	A	0.45%
CB	C	0.44%
KO	D	0.44%
IRM	C	0.43%
R	B	0.43%
EOG	A	0.43%
ACN	B	0.4%
AXS	A	0.4%
MLI	B	0.39%
PEG	A	0.38%
MUSA	B	0.38%
MCK	A	0.38%
HRB	D	0.38%
NXPI	D	0.37%
BAH	F	0.37%
CRM	B	0.36%
RDN	D	0.36%
WST	C	0.35%
DCI	B	0.34%
ADC	A	0.34%
RL	C	0.34%
FICO	B	0.33%
STAG	D	0.33%
AGNC	C	0.33%
RTX	D	0.32%
BSX	A	0.32%
LMT	D	0.32%
OHI	C	0.31%
CSCO	B	0.31%
CHRW	B	0.3%
COP	C	0.3%
INGR	C	0.3%
DGX	A	0.29%
UBER	F	0.29%
MCD	D	0.29%
TRV	B	0.28%
AFL	B	0.28%
OMC	C	0.28%
CRBG	B	0.28%
SPGI	C	0.27%
RMD	C	0.27%
BG	D	0.26%
MRK	D	0.26%
INTU	B	0.26%
FOXA	A	0.26%
VRSK	A	0.26%
TMUS	B	0.25%
FDX	B	0.25%
FSS	B	0.25%
NYT	D	0.23%
HSY	F	0.23%
CAT	B	0.23%
ESS	B	0.23%
KMB	C	0.23%
CHRD	D	0.23%
ALV	C	0.22%
MDT	D	0.22%
NEE	C	0.22%
NNN	C	0.22%
FANG	C	0.22%
PRU	A	0.22%
VLO	C	0.21%
MANH	D	0.21%
WMB	A	0.21%
ABNB	C	0.21%
ALTR	B	0.21%
PKG	A	0.2%
CRWD	B	0.2%
SO	C	0.2%
ORI	A	0.2%
AMGN	F	0.2%
NWSA	A	0.2%
PFE	F	0.19%
AXP	A	0.19%
LOW	C	0.19%
LNG	A	0.19%
MPC	D	0.18%
NDAQ	A	0.18%
NOW	A	0.18%
BJ	A	0.17%
HUBS	A	0.17%
CDNS	B	0.16%
ACI	C	0.16%
TMO	F	0.16%
LRCX	F	0.16%
FLEX	B	0.16%
MMM	D	0.16%
MSI	B	0.16%
GE	D	0.15%
STT	B	0.15%
GD	D	0.15%
AVB	B	0.14%
ADBE	C	0.14%
DY	D	0.14%
ZTS	D	0.14%
CSWI	B	0.14%
EIX	B	0.14%
GLW	B	0.13%
CBT	D	0.13%
GEHC	D	0.13%
HPQ	B	0.13%
DDOG	A	0.13%
BLK	B	0.13%
DUK	C	0.12%
PNC	B	0.12%
BR	A	0.12%
DKS	D	0.12%
GS	A	0.11%
OC	A	0.11%
ECL	D	0.11%
MPWR	F	0.11%
COKE	C	0.11%
DRI	B	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%
HCA	F	0.09%
DASH	B	0.09%
WSM	C	0.09%
GPC	D	0.09%
C	A	0.09%
CMG	B	0.09%
TER	F	0.08%
CUBE	C	0.08%
EQR	C	0.08%
SYK	B	0.08%
DHR	F	0.08%
CROX	D	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	B	0.07%
BAC	A	0.07%
CPB	D	0.07%
OTIS	C	0.06%
SNA	A	0.06%
BBY	D	0.06%
KKR	A	0.06%
SNPS	B	0.05%
ODFL	C	0.05%
PAYX	B	0.05%
ESTC	C	0.05%
CHH	A	0.05%
FLO	D	0.05%
COIN	C	0.05%
TFC	A	0.05%
SWKS	F	0.05%
INSP	D	0.04%
DTM	A	0.04%
FNF	B	0.04%
RBLX	C	0.04%
ZS	B	0.04%
TGT	F	0.04%
JNPR	D	0.04%
AYI	B	0.04%
MSCI	C	0.04%
EVR	B	0.03%
TPR	B	0.03%
IBKR	A	0.03%
REGN	F	0.03%
MORN	B	0.03%
JKHY	D	0.03%
CSL	C	0.03%
SMAR	B	0.03%
JBHT	C	0.02%
DELL	B	0.02%
ISRG	A	0.02%
CRUS	D	0.02%
GM	C	0.02%
PYPL	B	0.02%
NET	B	0.02%
FR	D	0.02%
OGE	A	0.02%
SNOW	B	0.01%
TMDX	F	0.01%
OGN	F	0.01%
LKQ	F	0.01%
CINF	A	0.01%
RYN	D	0.01%
EGP	D	0.01%

HDUS Underweight 41 Positions Relative to BRNY

Symbol	Grade	Weight
FTNT	C	-5.76%
COR	B	-4.56%
TOL	B	-4.33%
WAB	B	-3.9%
EXEL	B	-2.59%
G	B	-2.02%
BRBR	A	-1.83%
ANET	C	-1.44%
COLL	F	-1.27%
UGI	C	-1.15%
VERX	A	-1.02%
DOCS	C	-0.93%
HWM	A	-0.87%
SFM	A	-0.75%
CORT	B	-0.68%
YOU	D	-0.59%
SYF	B	-0.54%
DOCU	B	-0.53%
INCY	C	-0.53%
BURL	B	-0.51%
ALL	A	-0.5%
WING	D	-0.5%
EXP	B	-0.49%
PRG	C	-0.49%
AER	A	-0.48%
GRBK	D	-0.47%
UTHR	C	-0.46%
LIN	C	-0.46%
VICI	C	-0.46%
TGTX	B	-0.45%
PHM	D	-0.42%
SN	D	-0.42%
ALNY	D	-0.4%
TPH	D	-0.37%
JAMF	F	-0.36%
CNC	D	-0.34%
LOPE	C	-0.29%
ROST	D	-0.26%
ACGL	C	-0.24%
DFIN	D	-0.23%
NVT	B	-0.22%