HDUS vs. CDEI ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI)

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

CDEI

Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF

CDEI Description

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$72.40

Average Daily Volume

644

Number of Holdings ^*

370

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	CDEI
30 Days	3.75%	1.83%
60 Days	5.23%	4.03%
90 Days	7.06%	4.65%
12 Months	31.94%	24.85%

116 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in CDEI	Overlap
AAPL	C	5.11%	10.52%	5.11%
ABBV	D	1.02%	0.91%	0.91%
ABT	B	0.52%	0.6%	0.52%
ACN	C	0.39%	0.69%	0.39%
ADBE	C	0.13%	0.71%	0.13%
AMD	F	0.07%	0.68%	0.07%
AMGN	D	0.2%	0.48%	0.2%
APH	A	0.45%	0.26%	0.26%
AVGO	D	1.26%	2.36%	1.26%
AXP	A	0.19%	0.5%	0.19%
BAC	A	0.07%	0.94%	0.07%
BAH	F	0.35%	0.06%	0.06%
BBY	D	0.05%	0.06%	0.05%
BK	A	0.61%	0.17%	0.17%
BKNG	A	0.5%	0.51%	0.5%
BMY	B	0.72%	0.36%	0.36%
BR	A	0.12%	0.08%	0.08%
BSX	B	0.33%	0.39%	0.33%
C	A	0.09%	0.39%	0.09%
CBOE	B	0.68%	0.06%	0.06%
CHH	A	0.05%	0.01%	0.01%
CL	D	0.67%	0.23%	0.23%
CMI	A	0.88%	0.15%	0.15%
CRM	B	0.35%	0.94%	0.35%
CROX	D	0.08%	0.02%	0.02%
CRUS	D	0.02%	0.02%	0.02%
CRWD	B	0.21%	0.24%	0.21%
CSCO	B	0.31%	0.7%	0.31%
CUBE	D	0.08%	0.03%	0.03%
DBX	B	0.53%	0.02%	0.02%
DELL	C	0.02%	0.12%	0.02%
DHR	F	0.08%	0.48%	0.08%
DKS	C	0.12%	0.03%	0.03%
DTE	C	0.07%	0.07%	0.07%
EA	A	0.49%	0.12%	0.12%
EBAY	D	0.26%	0.09%	0.09%
ECL	D	0.11%	0.19%	0.11%
EME	C	0.59%	0.07%	0.07%
ETN	A	0.24%	0.44%	0.24%
FDX	B	0.25%	0.2%	0.2%
FICO	B	0.33%	0.17%	0.17%
FLO	D	0.05%	0.01%	0.01%
GILD	C	0.48%	0.35%	0.35%
GOOGL	C	3.95%	5.91%	3.95%
HD	A	0.46%	1.22%	0.46%
HPQ	B	0.13%	0.11%	0.11%
HSY	F	0.23%	0.08%	0.08%
HUBS	A	0.18%	0.11%	0.11%
IBM	C	0.73%	0.58%	0.58%
INSP	D	0.04%	0.02%	0.02%
INTU	C	0.24%	0.58%	0.24%
IT	C	0.07%	0.12%	0.07%
JHG	A	0.68%	0.02%	0.02%
JKHY	D	0.03%	0.04%	0.03%
JNPR	F	0.04%	0.04%	0.04%
JPM	A	0.92%	2.08%	0.92%
KMB	D	0.24%	0.13%	0.13%
KO	D	0.46%	0.74%	0.46%
LLY	F	0.89%	2.03%	0.89%
LOW	D	0.19%	0.47%	0.19%
LRCX	F	0.15%	0.29%	0.15%
MCO	B	0.41%	0.23%	0.23%
MDT	D	0.21%	0.33%	0.21%
MMC	B	0.18%	0.33%	0.18%
MORN	B	0.03%	0.03%	0.03%
MRK	F	0.26%	0.76%	0.26%
MSFT	F	5.29%	9.49%	5.29%
MSI	B	0.16%	0.25%	0.16%
MTG	C	0.09%	0.02%	0.02%
NDAQ	A	0.19%	0.1%	0.1%
NEE	D	0.22%	0.47%	0.22%
NFLX	A	0.63%	1.08%	0.63%
NNN	D	0.23%	0.02%	0.02%
NOW	A	0.18%	0.65%	0.18%
NRG	B	0.1%	0.06%	0.06%
NTAP	C	0.61%	0.07%	0.07%
NTNX	A	0.07%	0.05%	0.05%
NVDA	C	6.03%	10.49%	6.03%
OC	A	0.11%	0.05%	0.05%
OGN	D	0.01%	0.01%	0.01%
OHI	C	0.31%	0.03%	0.03%
OMC	C	0.26%	0.06%	0.06%
ORI	A	0.2%	0.03%	0.03%
OTIS	C	0.06%	0.12%	0.06%
PANW	C	0.16%	0.38%	0.16%
PEG	A	0.39%	0.13%	0.13%
PEP	F	1.14%	0.69%	0.69%
PFE	D	0.19%	0.45%	0.19%
PRU	A	0.22%	0.14%	0.14%
PYPL	B	0.02%	0.27%	0.02%
QCOM	F	0.47%	0.55%	0.47%
RDN	C	0.35%	0.02%	0.02%
REGN	F	0.03%	0.25%	0.03%
RHI	B	0.5%	0.02%	0.02%
SBUX	A	0.07%	0.33%	0.07%
SPG	B	0.33%	0.17%	0.17%
SPGI	C	0.27%	0.48%	0.27%
SYK	C	0.08%	0.42%	0.08%
T	A	0.54%	0.48%	0.48%
TER	D	0.07%	0.05%	0.05%
TFC	A	0.05%	0.19%	0.05%
TGT	F	0.03%	0.21%	0.03%
TJX	A	0.07%	0.41%	0.07%
TMO	F	0.15%	0.62%	0.15%
TMUS	B	0.25%	0.35%	0.25%
TRV	B	0.28%	0.18%	0.18%
TSCO	D	0.16%	0.09%	0.09%
TT	A	0.14%	0.28%	0.14%
TXRH	C	0.48%	0.04%	0.04%
UNH	C	0.8%	1.66%	0.8%
VRTX	F	0.34%	0.38%	0.34%
VZ	C	1.24%	0.52%	0.52%
WMT	A	0.71%	1.11%	0.71%
WST	C	0.33%	0.07%	0.07%
YUM	B	0.54%	0.12%	0.12%
ZTS	D	0.15%	0.24%	0.15%

HDUS Overweight 147 Positions Relative to CDEI

Symbol	Grade	Weight
AMZN	C	3.39%
META	D	1.85%
JNJ	D	1.51%
TSLA	B	1.5%
MO	A	1.12%
TXN	C	1.09%
XOM	B	1.05%
CVX	A	0.92%
LAMR	D	0.77%
ORCL	B	0.7%
KNF	A	0.69%
COST	B	0.64%
KVUE	A	0.64%
CTAS	B	0.63%
ALSN	B	0.59%
CTSH	B	0.52%
TROW	B	0.52%
GLPI	C	0.5%
GDDY	A	0.49%
STWD	C	0.48%
BRK.A	B	0.46%
SHW	A	0.45%
IRM	D	0.45%
EOG	A	0.44%
RPM	A	0.44%
CB	C	0.43%
R	B	0.42%
MS	A	0.41%
AXS	A	0.41%
MLI	C	0.4%
MCK	B	0.39%
MUSA	A	0.38%
HRB	D	0.37%
AMAT	F	0.36%
NXPI	D	0.36%
ADC	B	0.35%
AGNC	D	0.34%
KMI	A	0.34%
RL	B	0.33%
DCI	B	0.33%
STAG	F	0.33%
RTX	C	0.32%
PGR	A	0.32%
LMT	D	0.32%
CHRW	C	0.3%
DGX	A	0.3%
COP	C	0.3%
CRBG	B	0.29%
UBER	D	0.29%
INGR	B	0.29%
RMD	C	0.29%
PLTR	B	0.28%
KLAC	D	0.28%
AFL	B	0.28%
MCD	D	0.28%
WFC	A	0.27%
FSS	B	0.26%
VRSK	A	0.26%
BG	F	0.26%
APP	B	0.25%
FOXA	B	0.25%
WMB	A	0.23%
CAT	B	0.23%
ESS	B	0.23%
CHRD	D	0.23%
ABNB	C	0.22%
ALTR	B	0.22%
GWRE	A	0.22%
ALV	C	0.22%
NYT	C	0.22%
FANG	D	0.22%
NWSA	B	0.21%
PKG	A	0.21%
MANH	D	0.21%
VLO	C	0.21%
SO	D	0.2%
LNG	B	0.2%
MPC	D	0.18%
BJ	A	0.17%
FLEX	A	0.17%
CDNS	B	0.16%
ACI	C	0.16%
MMM	D	0.16%
GE	D	0.15%
CSWI	A	0.15%
STT	A	0.15%
EIX	B	0.15%
DY	D	0.14%
AVB	B	0.14%
GD	F	0.14%
GLW	B	0.13%
BLK	C	0.13%
GEHC	F	0.13%
DDOG	A	0.13%
TRGP	B	0.13%
COKE	C	0.12%
PNC	B	0.12%
WSM	B	0.12%
DUK	C	0.12%
CBT	C	0.12%
GS	A	0.11%
MPWR	F	0.11%
DRI	B	0.11%
ESI	A	0.1%
HCA	F	0.09%
WTW	B	0.09%
DASH	A	0.09%
GPC	D	0.09%
LII	A	0.09%
VRNS	D	0.09%
GNTX	C	0.09%
CMG	B	0.09%
EQR	B	0.08%
COIN	C	0.07%
HLNE	B	0.07%
CPB	D	0.07%
SNA	A	0.06%
KKR	A	0.06%
PAYX	C	0.05%
ESTC	C	0.05%
SWKS	F	0.05%
SMAR	A	0.04%
CACI	D	0.04%
DTM	B	0.04%
FNF	B	0.04%
RBLX	C	0.04%
ZS	C	0.04%
AYI	B	0.04%
MSCI	C	0.04%
ODFL	B	0.04%
SNPS	B	0.04%
TPR	B	0.03%
EVR	B	0.03%
IBKR	A	0.03%
CSL	C	0.03%
JBHT	C	0.02%
ISRG	A	0.02%
GM	B	0.02%
NET	B	0.02%
FR	C	0.02%
OGE	B	0.02%
TMDX	F	0.01%
SNOW	C	0.01%
LKQ	D	0.01%
CINF	A	0.01%
EGP	F	0.01%
RYN	D	0.01%

HDUS Underweight 254 Positions Relative to CDEI

Symbol	Grade	Weight
V	A	-1.56%
MA	C	-1.3%
DIS	B	-0.6%
CMCSA	B	-0.51%
UNP	C	-0.43%
FI	A	-0.37%
ADP	B	-0.37%
SCHW	B	-0.36%
MU	D	-0.33%
ADI	D	-0.32%
INTC	D	-0.32%
ANET	C	-0.3%
DE	A	-0.3%
ELV	F	-0.29%
AMT	D	-0.28%
WM	A	-0.27%
PH	A	-0.27%
ICE	C	-0.27%
CI	F	-0.27%
EQIX	A	-0.26%
MDLZ	F	-0.26%
WELL	A	-0.25%
USB	A	-0.24%
AON	A	-0.24%
CME	A	-0.24%
EMR	A	-0.22%
COF	B	-0.21%
CVS	D	-0.21%
BDX	F	-0.2%
ADSK	A	-0.2%
MAR	B	-0.2%
CARR	D	-0.19%
DLR	B	-0.18%
HLT	A	-0.18%
AMP	A	-0.17%
TTD	B	-0.17%
JCI	C	-0.17%
SRE	A	-0.17%
ALL	A	-0.16%
FIS	C	-0.15%
AIG	B	-0.15%
O	D	-0.15%
MET	A	-0.15%
CPRT	A	-0.15%
CCI	D	-0.14%
FAST	B	-0.14%
PWR	A	-0.14%
IR	B	-0.13%
DAL	C	-0.13%
KR	B	-0.13%
BKR	B	-0.13%
RSG	A	-0.13%
DFS	B	-0.13%
EXC	C	-0.12%
XEL	A	-0.12%
EW	C	-0.12%
TEAM	A	-0.12%
KDP	D	-0.11%
GIS	D	-0.11%
ACGL	D	-0.11%
IQV	D	-0.11%
SYY	B	-0.11%
A	D	-0.11%
FITB	A	-0.1%
EFX	F	-0.1%
ALNY	D	-0.1%
ROK	B	-0.1%
VEEV	C	-0.1%
HIG	B	-0.1%
IDXX	F	-0.1%
WAB	B	-0.1%
ON	D	-0.09%
XYL	D	-0.09%
RJF	A	-0.09%
ANSS	B	-0.09%
CSGP	D	-0.09%
CNC	D	-0.09%
HBAN	A	-0.08%
AWK	D	-0.08%
SYF	B	-0.08%
VTR	C	-0.08%
FTV	C	-0.08%
TYL	B	-0.08%
DECK	A	-0.08%
HPE	B	-0.08%
STE	F	-0.07%
ES	D	-0.07%
WY	D	-0.07%
WAT	B	-0.07%
LPLA	A	-0.07%
BIIB	F	-0.07%
RF	A	-0.07%
PODD	C	-0.06%
FSLR	F	-0.06%
PFG	D	-0.06%
CMS	C	-0.06%
ZBRA	B	-0.06%
CLX	B	-0.06%
STX	D	-0.06%
IFF	D	-0.06%
CFG	B	-0.06%
NTRS	A	-0.06%
K	A	-0.06%
WDC	D	-0.06%
RGA	A	-0.05%
EL	F	-0.05%
Z	A	-0.05%
EQH	B	-0.05%
LNT	A	-0.05%
ALGN	D	-0.05%
VRSN	F	-0.05%
USFD	A	-0.05%
BAX	D	-0.05%
DOCU	A	-0.05%
KIM	A	-0.05%
GEN	B	-0.05%
TWLO	A	-0.05%
BURL	A	-0.05%
DG	F	-0.05%
EXPD	D	-0.05%
XPO	B	-0.05%
TRMB	B	-0.05%
MAS	D	-0.05%
PINS	D	-0.05%
IEX	B	-0.05%
HOLX	D	-0.05%
WSO	A	-0.05%
KEY	B	-0.05%
DAY	B	-0.04%
SCI	B	-0.04%
JEF	A	-0.04%
HST	C	-0.04%
NVT	B	-0.04%
ALLE	D	-0.04%
ITT	A	-0.04%
JLL	D	-0.04%
RNR	C	-0.04%
ELS	C	-0.04%
CLH	B	-0.04%
PFGC	B	-0.04%
AKAM	D	-0.04%
SWK	D	-0.04%
CAG	D	-0.04%
UNM	A	-0.04%
POOL	C	-0.04%
MRNA	F	-0.04%
EPAM	C	-0.04%
AVTR	F	-0.04%
DT	C	-0.04%
DLTR	F	-0.04%
EWBC	A	-0.04%
SOFI	A	-0.04%
APTV	D	-0.04%
ACM	A	-0.04%
AMCR	D	-0.04%
CASY	A	-0.04%
TW	A	-0.04%
DOC	D	-0.04%
HSIC	B	-0.03%
CFR	B	-0.03%
TTC	D	-0.03%
MOS	F	-0.03%
MEDP	D	-0.03%
GPK	C	-0.03%
BILL	A	-0.03%
WTFC	A	-0.03%
BRX	A	-0.03%
ZION	B	-0.03%
SNX	C	-0.03%
PEN	B	-0.03%
AAON	B	-0.03%
PCTY	B	-0.03%
REXR	F	-0.03%
CMA	A	-0.03%
TPX	B	-0.03%
FBIN	D	-0.03%
GL	B	-0.03%
RPRX	D	-0.03%
PRI	A	-0.03%
CIEN	B	-0.03%
AES	F	-0.03%
MKTX	D	-0.03%
AFG	A	-0.03%
AIT	A	-0.03%
CCK	C	-0.03%
TTEK	F	-0.03%
IPG	D	-0.03%
BLD	D	-0.03%
PAYC	B	-0.03%
LECO	B	-0.03%
SJM	D	-0.03%
GATX	A	-0.02%
ITRI	B	-0.02%
BC	C	-0.02%
APPF	B	-0.02%
LEA	D	-0.02%
THO	B	-0.02%
BCPC	B	-0.02%
ETSY	D	-0.02%
PVH	C	-0.02%
SUM	B	-0.02%
LNC	B	-0.02%
BPMC	C	-0.02%
WHR	B	-0.02%
COOP	B	-0.02%
IDA	A	-0.02%
LYFT	C	-0.02%
SAIC	F	-0.02%
FAF	A	-0.02%
MTH	D	-0.02%
MAT	D	-0.02%
AWI	A	-0.02%
MTN	C	-0.02%
BMI	B	-0.02%
RHP	B	-0.02%
AZEK	A	-0.02%
ALK	C	-0.02%
HALO	F	-0.02%
BBWI	D	-0.02%
FMC	D	-0.02%
H	B	-0.02%
CADE	B	-0.02%
ATI	D	-0.02%
ELAN	D	-0.02%
ONB	B	-0.02%
FCN	D	-0.02%
PARA	C	-0.02%
EXLS	B	-0.02%
MIDD	C	-0.02%
GTLS	B	-0.02%
BIO	D	-0.02%
CVLT	B	-0.02%
G	B	-0.02%
VFC	C	-0.02%
TREX	C	-0.02%
MKSI	C	-0.02%
BWA	D	-0.02%
SNV	B	-0.02%
SKX	D	-0.02%
HQY	B	-0.02%
AGR	B	-0.01%
COLM	B	-0.01%
CWEN	C	-0.01%
TNET	D	-0.01%
ASH	D	-0.01%
FELE	B	-0.01%
M	D	-0.01%
SLGN	A	-0.01%
CELH	F	-0.01%
SWX	B	-0.01%
POR	C	-0.01%
MMS	F	-0.01%
TENB	C	-0.01%
SON	D	-0.01%