HDUS vs. CGUS ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to Capital Group Core Equity ETF (CGUS)

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

CGUS

Capital Group Core Equity ETF

CGUS Description

Capital Group Core Equity ETF is an exchange traded fund launched and managed by Capital Research and Management Company. The fund invests in public equity markets. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis to create its portfolio. Capital Group Core Equity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$35.05

Average Daily Volume

564,593

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	CGUS
30 Days	3.75%	1.71%
60 Days	5.23%	2.77%
90 Days	7.06%	4.79%
12 Months	31.94%	30.95%

41 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in CGUS	Overlap
AAPL	C	5.07%	4.97%	4.97%
ABBV	D	1.03%	1.78%	1.03%
ABT	B	0.51%	1.03%	0.51%
ACN	C	0.4%	1.85%	0.4%
AMZN	C	3.51%	3.86%	3.51%
AVGO	D	1.31%	3.59%	1.31%
BLK	C	0.13%	1.1%	0.13%
BRK.A	B	0.46%	0.53%	0.46%
CB	C	0.44%	0.45%	0.44%
CRM	B	0.36%	0.97%	0.36%
CVX	A	0.92%	0.49%	0.49%
DHR	F	0.08%	0.84%	0.08%
EIX	B	0.14%	0.56%	0.14%
GD	F	0.15%	0.73%	0.15%
GE	D	0.15%	1.29%	0.15%
GEHC	F	0.13%	1.43%	0.13%
GOOGL	C	3.92%	2.79%	2.79%
HD	A	0.46%	0.68%	0.46%
JPM	A	0.92%	1.6%	0.92%
LLY	F	0.93%	1.59%	0.93%
META	D	1.88%	5.37%	1.88%
MMC	B	0.18%	0.55%	0.18%
MS	A	0.41%	0.44%	0.41%
MSFT	F	5.41%	6.35%	5.41%
NFLX	A	0.6%	0.73%	0.6%
NOW	A	0.18%	0.35%	0.18%
NVDA	C	6.03%	2.47%	2.47%
ORCL	B	0.69%	0.58%	0.58%
PANW	C	0.16%	0.24%	0.16%
PNC	B	0.12%	0.86%	0.12%
RTX	C	0.32%	2.06%	0.32%
SPGI	C	0.27%	0.84%	0.27%
STT	A	0.15%	0.34%	0.15%
TMO	F	0.16%	0.96%	0.16%
TPR	B	0.03%	0.37%	0.03%
TSLA	B	1.36%	0.75%	0.75%
TXN	C	1.13%	1.39%	1.13%
UNH	C	0.79%	3.2%	0.79%
VRTX	F	0.36%	1.01%	0.36%
WFC	A	0.27%	0.4%	0.27%
XOM	B	1.05%	0.61%	0.61%

HDUS Overweight 222 Positions Relative to CGUS

Symbol	Grade	Weight
JNJ	D	1.49%
VZ	C	1.2%
PEP	F	1.18%
MO	A	1.11%
CMI	A	0.88%
LAMR	D	0.76%
BMY	B	0.72%
IBM	C	0.71%
JHG	A	0.7%
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%
ALSN	B	0.6%
NTAP	C	0.58%
EME	C	0.57%
YUM	B	0.55%
CTSH	B	0.54%
DBX	B	0.54%
T	A	0.53%
TROW	B	0.53%
RHI	B	0.51%
GILD	C	0.5%
TXRH	C	0.49%
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%
SHW	A	0.46%
RPM	A	0.45%
KO	D	0.44%
IRM	D	0.43%
R	B	0.43%
EOG	A	0.43%
MCO	B	0.41%
AXS	A	0.4%
AMAT	F	0.39%
MLI	C	0.39%
PEG	A	0.38%
MUSA	A	0.38%
MCK	B	0.38%
HRB	D	0.38%
NXPI	D	0.37%
BAH	F	0.37%
RDN	C	0.36%
WST	C	0.35%
DCI	B	0.34%
ADC	B	0.34%
RL	B	0.34%
SPG	B	0.33%
FICO	B	0.33%
STAG	F	0.33%
AGNC	D	0.33%
BSX	B	0.32%
PGR	A	0.32%
KMI	A	0.32%
LMT	D	0.32%
OHI	C	0.31%
CSCO	B	0.31%
CHRW	C	0.3%
COP	C	0.3%
INGR	B	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%
RMD	C	0.27%
PLTR	B	0.26%
BG	F	0.26%
MRK	F	0.26%
INTU	C	0.26%
FOXA	B	0.26%
EBAY	D	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%
CHRD	D	0.23%
ALV	C	0.22%
MDT	D	0.22%
NEE	D	0.22%
NNN	D	0.22%
FANG	D	0.22%
PRU	A	0.22%
VLO	C	0.21%
APP	B	0.21%
MANH	D	0.21%
WMB	A	0.21%
ABNB	C	0.21%
GWRE	A	0.21%
ALTR	B	0.21%
PKG	A	0.2%
CRWD	B	0.2%
SO	D	0.2%
ORI	A	0.2%
AMGN	D	0.2%
NWSA	B	0.2%
PFE	D	0.19%
AXP	A	0.19%
LOW	D	0.19%
LNG	B	0.19%
MPC	D	0.18%
NDAQ	A	0.18%
TSCO	D	0.17%
BJ	A	0.17%
HUBS	A	0.17%
CDNS	B	0.16%
ACI	C	0.16%
LRCX	F	0.16%
FLEX	A	0.16%
MMM	D	0.16%
MSI	B	0.16%
AVB	B	0.14%
ADBE	C	0.14%
DY	D	0.14%
TT	A	0.14%
ZTS	D	0.14%
CSWI	A	0.14%
GLW	B	0.13%
TRGP	B	0.13%
CBT	C	0.13%
HPQ	B	0.13%
DDOG	A	0.13%
DUK	C	0.12%
BR	A	0.12%
DKS	C	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	A	0.1%
NRG	B	0.1%
MTG	C	0.09%
WTW	B	0.09%
HCA	F	0.09%
DASH	A	0.09%
WSM	B	0.09%
LII	A	0.09%
GPC	D	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%
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	A	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	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%
SWKS	F	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%
AYI	B	0.04%
MSCI	C	0.04%
EVR	B	0.03%
IBKR	A	0.03%
REGN	F	0.03%
MORN	B	0.03%
JKHY	D	0.03%
CSL	C	0.03%
SMAR	A	0.03%
JBHT	C	0.02%
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 40 Positions Relative to CGUS

Symbol	Grade	Weight
GOOG	C	-1.81%
MA	C	-1.67%
FIS	C	-1.52%
ADP	B	-1.49%
APD	A	-1.34%
WH	B	-1.17%
CARR	D	-1.15%
BKR	B	-1.11%
BA	F	-0.99%
PCG	A	-0.97%
VICI	C	-0.91%
RCL	A	-0.87%
COF	B	-0.84%
EQIX	A	-0.82%
RVTY	F	-0.79%
URI	B	-0.75%
PM	B	-0.74%
IR	B	-0.71%
HON	B	-0.64%
V	A	-0.63%
WWD	B	-0.6%
CNP	B	-0.52%
CE	F	-0.52%
LIN	D	-0.51%
FCX	D	-0.5%
CMCSA	B	-0.48%
XPO	B	-0.47%
GIS	D	-0.46%
EMN	D	-0.46%
TDG	D	-0.42%
STZ	D	-0.41%
TSM	B	-0.4%
SRE	A	-0.39%
MDLZ	F	-0.38%
CHDN	B	-0.37%
WELL	A	-0.35%
AJG	B	-0.33%
NKE	D	-0.31%
UNP	C	-0.31%
STX	D	-0.28%