HDUS vs. CVRD ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to Madison Covered Call ETF (CVRD)

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

$55.54

Average Daily Volume

7,649

Number of Holdings ^*

* may have additional holdings in another (foreign) market

CVRD

Madison Covered Call ETF

CVRD Description

The fund will seek to achieve its objectives by (1) investing in common stocks of equity securities that pay dividends and (2) writing (i.e., selling) covered call options on a substantial portion of its portfolio of securities. Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of companies, including other investment companies.

Grade (RS Rating)

Last Trade

$19.51

Average Daily Volume

391

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	CVRD
30 Days	4.05%	2.43%
60 Days	10.71%	7.15%
90 Days	4.77%	5.28%
12 Months	33.89%	14.68%

1 Overlapping Holdings

	Symbol	Grade	Weight in HDUS	Weight in CVRD	Overlap
	AMZN	C	2.64%	2.66%	2.64%

HDUS Overweight 9 Positions Relative to CVRD

Symbol	Grade	Weight
AAPL	C	6.21%
MSFT	D	5.3%
NVDA	B	4.09%
GOOGL	B	3.49%
AVGO	B	1.82%
ABBV	C	1.62%
JNJ	D	1.61%
META	A	1.49%
JPM	C	1.39%

HDUS Underweight 9 Positions Relative to CVRD

Symbol	Grade	Weight
DHR	D	-3.87%
LVS	B	-3.58%
ADBE	F	-3.43%
CME	A	-3.28%
LOW	C	-3.2%
CSCO	A	-3.19%
ACN	B	-2.97%
GILD	A	-2.95%
STZ	D	-2.71%