HDUS vs. ESGU ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to iShares MSCI USA ESG Optimized ETF (ESGU)
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
ESGU

iShares MSCI USA ESG Optimized ETF

ESGU Description The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.

Grade (RS Rating)

Last Trade

$131.23

Average Daily Volume

490,830

Number of Holdings *

284

* may have additional holdings in another (foreign) market
Performance
Period HDUS ESGU
30 Days 3.75% 3.53%
60 Days 5.23% 4.75%
90 Days 7.06% 6.66%
12 Months 31.94% 32.83%
129 Overlapping Holdings
Symbol Grade Weight in HDUS Weight in ESGU Overlap
AAPL C 5.07% 6.22% 5.07%
ABBV D 1.03% 0.41% 0.41%
ACN C 0.4% 0.43% 0.4%
ADBE C 0.14% 0.56% 0.14%
AFL B 0.28% 0.12% 0.12%
AMAT F 0.39% 0.46% 0.39%
AMD F 0.07% 0.44% 0.07%
AMGN D 0.2% 0.37% 0.2%
AMZN C 3.51% 3.61% 3.51%
AVGO D 1.31% 1.37% 1.31%
AXP A 0.19% 0.44% 0.19%
BAC A 0.07% 0.65% 0.07%
BBY D 0.06% 0.16% 0.06%
BG F 0.26% 0.18% 0.18%
BK A 0.61% 0.42% 0.42%
BKNG A 0.48% 0.34% 0.34%
BLK C 0.13% 0.12% 0.12%
BMY B 0.72% 0.17% 0.17%
BR A 0.12% 0.45% 0.12%
BRK.A B 0.46% 0.41% 0.41%
C A 0.09% 0.34% 0.09%
CAT B 0.23% 0.32% 0.23%
CDNS B 0.16% 0.22% 0.16%
CHRW C 0.3% 0.2% 0.2%
CL D 0.64% 0.09% 0.09%
CMG B 0.09% 0.13% 0.09%
CMI A 0.88% 0.46% 0.46%
COP C 0.3% 0.36% 0.3%
COST B 0.63% 0.79% 0.63%
CPB D 0.07% 0.08% 0.07%
CRM B 0.36% 0.72% 0.36%
CSCO B 0.31% 0.47% 0.31%
CVX A 0.92% 0.61% 0.61%
DELL C 0.02% 0.11% 0.02%
DGX A 0.29% 0.14% 0.14%
DHR F 0.08% 0.31% 0.08%
EA A 0.48% 0.17% 0.17%
ECL D 0.11% 0.4% 0.11%
EIX B 0.14% 0.11% 0.11%
EME C 0.57% 0.13% 0.13%
ETN A 0.24% 0.19% 0.19%
FANG D 0.22% 0.09% 0.09%
FDX B 0.25% 0.11% 0.11%
FICO B 0.33% 0.12% 0.12%
GDDY A 0.47% 0.11% 0.11%
GE D 0.15% 0.45% 0.15%
GILD C 0.5% 0.48% 0.48%
GOOGL C 3.92% 1.19% 1.19%
GS A 0.11% 0.4% 0.11%
HCA F 0.09% 0.13% 0.09%
HD A 0.46% 1.02% 0.46%
HPQ B 0.13% 0.1% 0.1%
HUBS A 0.17% 0.13% 0.13%
IBM C 0.71% 0.52% 0.52%
INTU C 0.26% 0.61% 0.26%
IRM D 0.43% 0.15% 0.15%
ISRG A 0.02% 0.33% 0.02%
IT C 0.07% 0.16% 0.07%
JBHT C 0.02% 0.1% 0.02%
JNJ D 1.49% 0.62% 0.62%
JNPR F 0.04% 0.1% 0.04%
JPM A 0.92% 1.34% 0.92%
KKR A 0.06% 0.12% 0.06%
KMB D 0.23% 0.15% 0.15%
KMI A 0.32% 0.32% 0.32%
KO D 0.44% 0.85% 0.44%
LII A 0.09% 0.13% 0.09%
LKQ D 0.01% 0.23% 0.01%
LLY F 0.93% 1.21% 0.93%
LNG B 0.19% 0.2% 0.19%
LOW D 0.19% 0.39% 0.19%
LRCX F 0.16% 0.29% 0.16%
MCD D 0.29% 0.31% 0.29%
MCK B 0.38% 0.32% 0.32%
MCO B 0.41% 0.3% 0.3%
META D 1.88% 2.19% 1.88%
MMC B 0.18% 0.17% 0.17%
MMM D 0.16% 0.32% 0.16%
MRK F 0.26% 0.47% 0.26%
MS A 0.41% 0.54% 0.41%
MSFT F 5.41% 5.77% 5.41%
NDAQ A 0.18% 0.2% 0.18%
NEE D 0.22% 0.41% 0.22%
NFLX A 0.6% 0.6% 0.6%
NOW A 0.18% 0.66% 0.18%
NTAP C 0.58% 0.08% 0.08%
NVDA C 6.03% 6.91% 6.03%
NXPI D 0.37% 0.26% 0.26%
OC A 0.11% 0.11% 0.11%
ODFL B 0.05% 0.1% 0.05%
ORCL B 0.69% 0.59% 0.59%
PANW C 0.16% 0.27% 0.16%
PAYX C 0.05% 0.11% 0.05%
PEG A 0.38% 0.48% 0.38%
PEP F 1.18% 0.38% 0.38%
PFE D 0.19% 0.24% 0.19%
PGR A 0.32% 0.42% 0.32%
PNC B 0.12% 0.36% 0.12%
PRU A 0.22% 0.54% 0.22%
PYPL B 0.02% 0.14% 0.02%
QCOM F 0.49% 0.28% 0.28%
REGN F 0.03% 0.15% 0.03%
RTX C 0.32% 0.42% 0.32%
SBUX A 0.07% 0.24% 0.07%
SNOW C 0.01% 0.09% 0.01%
SNPS B 0.05% 0.21% 0.05%
SPGI C 0.27% 0.47% 0.27%
SYK C 0.08% 0.11% 0.08%
T A 0.53% 0.16% 0.16%
TFC A 0.05% 0.13% 0.05%
TGT F 0.04% 0.23% 0.04%
TMO F 0.16% 0.2% 0.16%
TRGP B 0.13% 0.28% 0.13%
TRV B 0.28% 0.21% 0.21%
TSCO D 0.17% 0.14% 0.14%
TSLA B 1.36% 1.78% 1.36%
TT A 0.14% 0.47% 0.14%
TXN C 1.13% 0.7% 0.7%
UBER D 0.29% 0.23% 0.23%
UNH C 0.79% 0.95% 0.79%
VLO C 0.21% 0.09% 0.09%
VRTX F 0.36% 0.32% 0.32%
VZ C 1.2% 0.37% 0.37%
WFC A 0.27% 0.13% 0.13%
WSM B 0.09% 0.13% 0.09%
WST C 0.35% 0.1% 0.1%
WTW B 0.09% 0.11% 0.09%
XOM B 1.05% 0.58% 0.58%
ZTS D 0.14% 0.34% 0.14%
HDUS Overweight 134 Positions Relative to ESGU
Symbol Grade Weight
MO A 1.11%
LAMR D 0.76%
JHG A 0.7%
WMT A 0.69%
KNF A 0.67%
CBOE B 0.64%
KVUE A 0.63%
CTAS B 0.62%
ALSN B 0.6%
YUM B 0.55%
CTSH B 0.54%
DBX B 0.54%
TROW B 0.53%
RHI B 0.51%
ABT B 0.51%
TXRH C 0.49%
GLPI C 0.48%
STWD C 0.47%
APH A 0.46%
SHW A 0.46%
RPM A 0.45%
CB C 0.44%
R B 0.43%
EOG A 0.43%
AXS A 0.4%
MLI C 0.39%
MUSA A 0.38%
HRB D 0.38%
BAH F 0.37%
RDN C 0.36%
DCI B 0.34%
ADC B 0.34%
RL B 0.34%
SPG B 0.33%
STAG F 0.33%
AGNC D 0.33%
BSX B 0.32%
LMT D 0.32%
OHI C 0.31%
INGR B 0.3%
KLAC D 0.29%
OMC C 0.28%
CRBG B 0.28%
RMD C 0.27%
PLTR B 0.26%
FOXA B 0.26%
EBAY D 0.26%
VRSK A 0.26%
TMUS B 0.25%
FSS B 0.25%
NYT C 0.23%
HSY F 0.23%
ESS B 0.23%
CHRD D 0.23%
ALV C 0.22%
MDT D 0.22%
NNN D 0.22%
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%
NWSA B 0.2%
MPC D 0.18%
BJ A 0.17%
ACI C 0.16%
FLEX A 0.16%
MSI B 0.16%
STT A 0.15%
GD F 0.15%
AVB B 0.14%
DY D 0.14%
CSWI A 0.14%
GLW B 0.13%
CBT C 0.13%
GEHC F 0.13%
DDOG A 0.13%
DUK C 0.12%
DKS C 0.12%
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%
DASH A 0.09%
GPC D 0.09%
TER D 0.08%
CUBE D 0.08%
EQR B 0.08%
CROX D 0.08%
HLNE B 0.07%
DTE C 0.07%
TJX A 0.07%
NTNX A 0.07%
OTIS C 0.06%
SNA A 0.06%
ESTC C 0.05%
CHH A 0.05%
FLO D 0.05%
COIN C 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%
AYI B 0.04%
MSCI C 0.04%
EVR B 0.03%
TPR B 0.03%
IBKR A 0.03%
MORN B 0.03%
JKHY D 0.03%
CSL C 0.03%
SMAR A 0.03%
CRUS D 0.02%
GM B 0.02%
NET B 0.02%
FR C 0.02%
OGE B 0.02%
TMDX F 0.01%
OGN D 0.01%
CINF A 0.01%
RYN D 0.01%
EGP F 0.01%
HDUS Underweight 155 Positions Relative to ESGU
Symbol Grade Weight
GOOG C -2.34%
V A -1.05%
MA C -0.95%
ADP B -0.69%
PG A -0.69%
K A -0.48%
DIS B -0.47%
OKE A -0.39%
CRH A -0.39%
HON B -0.39%
NI A -0.38%
GWW B -0.37%
ADSK A -0.37%
GIS D -0.35%
ELV F -0.34%
LIN D -0.34%
EQIX A -0.33%
HES B -0.32%
PNR A -0.32%
MET A -0.31%
AMT D -0.31%
CCI D -0.31%
INTC D -0.29%
UNP C -0.29%
CI F -0.28%
CLX B -0.26%
HIG B -0.26%
EW C -0.25%
FLUT A -0.25%
EXPD D -0.25%
WELL A -0.24%
DFS B -0.24%
IDXX F -0.23%
DAL C -0.23%
DLR B -0.23%
DE A -0.22%
AXON A -0.22%
XYL D -0.22%
COR B -0.22%
KR B -0.22%
SYF B -0.22%
CHD B -0.21%
PPG F -0.21%
ANSS B -0.21%
SCHW B -0.2%
CMCSA B -0.2%
FERG B -0.2%
DECK A -0.2%
KEYS A -0.2%
ANET C -0.2%
VLTO D -0.19%
TAP C -0.19%
NOC D -0.19%
CBRE B -0.18%
JCI C -0.18%
CMS C -0.18%
MU D -0.18%
HPE B -0.17%
HBAN A -0.17%
GEV B -0.17%
COO D -0.17%
MELI D -0.17%
CARR D -0.17%
USB A -0.17%
WAT B -0.17%
WDAY B -0.17%
FDS B -0.16%
UPS C -0.16%
MRVL B -0.16%
EXC C -0.16%
KHC F -0.16%
TEAM A -0.15%
NEM D -0.15%
BKR B -0.15%
STE F -0.15%
TWLO A -0.15%
CAH B -0.15%
PTC A -0.15%
D C -0.15%
FTV C -0.14%
OVV B -0.14%
RCL A -0.14%
FIS C -0.13%
J F -0.13%
SBAC D -0.13%
PLD D -0.13%
PSX C -0.13%
URI B -0.13%
LULU C -0.12%
NUE C -0.12%
NTRS A -0.12%
AIZ A -0.12%
TRMB B -0.12%
CNH C -0.12%
ACGL D -0.12%
EQT B -0.12%
IQV D -0.12%
ADI D -0.12%
FI A -0.12%
COF B -0.12%
PFG D -0.11%
IR B -0.11%
IEX B -0.11%
HLT A -0.11%
VEEV C -0.11%
HWM A -0.11%
AJG B -0.11%
CEG D -0.11%
HUBB B -0.11%
STLD B -0.11%
A D -0.11%
PWR A -0.11%
FOX A -0.11%
IP B -0.11%
MKC D -0.1%
HOLX D -0.1%
ZBH C -0.1%
MRO B -0.1%
PHM D -0.1%
POOL C -0.1%
ES D -0.1%
DXCM D -0.1%
LH C -0.1%
FBIN D -0.1%
SLB C -0.1%
LDOS C -0.1%
WY D -0.1%
DVA B -0.1%
MDB C -0.1%
DHI D -0.09%
KDP D -0.09%
HRL D -0.09%
ADM D -0.09%
AKAM D -0.09%
STX D -0.09%
ED D -0.09%
BALL D -0.09%
WDC D -0.09%
WTRG B -0.09%
SYY B -0.09%
ULTA F -0.09%
PARA C -0.09%
TFX F -0.08%
AVTR F -0.08%
MTD D -0.08%
ALNY D -0.08%
MOH F -0.08%
FSLR F -0.08%
IPG D -0.08%
IFF D -0.08%
HII D -0.07%
CNC D -0.07%
BIIB F -0.07%
DLTR F -0.06%
MRNA F -0.04%
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