HDUS vs. FTHI ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to First Trust High Income ETF (FTHI)

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

FTHI

First Trust High Income ETF

FTHI Description

The investment seeks current income; capital appreciation is a secondary objective. The fund will pursue its objectives by investing in large cap equity securities listed on U.S. exchanges and by utilizing an "option strategy" consisting of writing (selling) U.S. exchange-traded covered call options on the Standard & Poor's 500(c) Index (the "index"). The market value of the option strategy may be up to 20% of the fund's overall net asset value. The equity securities in which the fund will invest and the options which the fund will write will be limited to U.S. exchange-traded securities and options. It is non-diversified.

Grade (RS Rating)

Last Trade

$23.68

Average Daily Volume

244,323

Number of Holdings ^*

165

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	FTHI
30 Days	3.75%	2.96%
60 Days	5.23%	3.94%
90 Days	7.06%	5.68%
12 Months	31.94%	18.62%

76 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in FTHI	Overlap
AAPL	C	5.07%	5.63%	5.07%
ABBV	D	1.03%	0.62%	0.62%
ADBE	C	0.14%	0.44%	0.14%
ALSN	B	0.6%	0.53%	0.53%
AMAT	F	0.39%	0.31%	0.31%
AMD	F	0.07%	0.45%	0.07%
AMGN	D	0.2%	0.31%	0.2%
AMZN	C	3.51%	3.92%	3.51%
AVGO	D	1.31%	1.65%	1.31%
BAC	A	0.07%	0.56%	0.07%
BAH	F	0.37%	0.31%	0.31%
BKNG	A	0.48%	0.36%	0.36%
BLK	C	0.13%	0.24%	0.13%
BMY	B	0.72%	0.48%	0.48%
BRK.A	B	0.46%	1.73%	0.46%
CAT	B	0.23%	0.41%	0.23%
CL	D	0.64%	0.05%	0.05%
COP	C	0.3%	0.24%	0.24%
COST	B	0.63%	0.83%	0.63%
CRM	B	0.36%	0.65%	0.36%
CVX	A	0.92%	0.26%	0.26%
DELL	C	0.02%	0.45%	0.02%
DHR	F	0.08%	0.31%	0.08%
DTM	B	0.04%	0.46%	0.04%
DUK	C	0.12%	0.31%	0.12%
FLO	D	0.05%	0.2%	0.05%
FNF	B	0.04%	0.35%	0.04%
GE	D	0.15%	0.35%	0.15%
GILD	C	0.5%	0.47%	0.47%
GOOGL	C	3.92%	2.17%	2.17%
GS	A	0.11%	0.33%	0.11%
HD	A	0.46%	0.88%	0.46%
IBM	C	0.71%	0.36%	0.36%
INGR	B	0.3%	0.64%	0.3%
INTU	C	0.26%	0.43%	0.26%
ISRG	A	0.02%	0.37%	0.02%
JPM	A	0.92%	1.41%	0.92%
KO	D	0.44%	0.46%	0.44%
LLY	F	0.93%	1.18%	0.93%
LMT	D	0.32%	0.26%	0.26%
LOW	D	0.19%	0.31%	0.19%
MDT	D	0.22%	0.45%	0.22%
META	D	1.88%	2.55%	1.88%
MMC	B	0.18%	0.42%	0.18%
MO	A	1.11%	0.9%	0.9%
MRK	F	0.26%	0.49%	0.26%
MSFT	F	5.41%	6.53%	5.41%
MSI	B	0.16%	0.17%	0.16%
MUSA	A	0.38%	0.19%	0.19%
NEE	D	0.22%	0.24%	0.22%
NFLX	A	0.6%	0.72%	0.6%
NOW	A	0.18%	0.42%	0.18%
NVDA	C	6.03%	6.56%	6.03%
OGN	D	0.01%	0.13%	0.01%
ORCL	B	0.69%	0.53%	0.53%
PAYX	C	0.05%	0.21%	0.05%
PEP	F	1.18%	0.45%	0.45%
PFE	D	0.19%	0.1%	0.1%
QCOM	F	0.49%	0.32%	0.32%
RTX	C	0.32%	0.33%	0.32%
SO	D	0.2%	0.2%	0.2%
SPG	B	0.33%	0.05%	0.05%
SPGI	C	0.27%	0.33%	0.27%
SYK	C	0.08%	0.05%	0.05%
T	A	0.53%	0.35%	0.35%
TGT	F	0.04%	0.11%	0.04%
TJX	A	0.07%	0.32%	0.07%
TMO	F	0.16%	0.38%	0.16%
TMUS	B	0.25%	0.3%	0.25%
TSLA	B	1.36%	1.36%	1.36%
TXN	C	1.13%	0.36%	0.36%
UNH	C	0.79%	1.08%	0.79%
VZ	C	1.2%	0.35%	0.35%
WFC	A	0.27%	0.49%	0.27%
WMT	A	0.69%	0.69%	0.69%
XOM	B	1.05%	1.0%	1.0%

HDUS Overweight 187 Positions Relative to FTHI

Symbol	Grade	Weight
JNJ	D	1.49%
CMI	A	0.88%
LAMR	D	0.76%
JHG	A	0.7%
KNF	A	0.67%
CBOE	B	0.64%
KVUE	A	0.63%
CTAS	B	0.62%
BK	A	0.61%
NTAP	C	0.58%
EME	C	0.57%
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%
EA	A	0.48%
GDDY	A	0.47%
STWD	C	0.47%
APH	A	0.46%
SHW	A	0.46%
RPM	A	0.45%
CB	C	0.44%
IRM	D	0.43%
R	B	0.43%
EOG	A	0.43%
MS	A	0.41%
MCO	B	0.41%
ACN	C	0.4%
AXS	A	0.4%
MLI	C	0.39%
PEG	A	0.38%
MCK	B	0.38%
HRB	D	0.38%
NXPI	D	0.37%
VRTX	F	0.36%
RDN	C	0.36%
WST	C	0.35%
DCI	B	0.34%
ADC	B	0.34%
RL	B	0.34%
FICO	B	0.33%
STAG	F	0.33%
AGNC	D	0.33%
BSX	B	0.32%
PGR	A	0.32%
KMI	A	0.32%
OHI	C	0.31%
CSCO	B	0.31%
CHRW	C	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%
FOXA	B	0.26%
EBAY	D	0.26%
VRSK	A	0.26%
FDX	B	0.25%
FSS	B	0.25%
ETN	A	0.24%
NYT	C	0.23%
HSY	F	0.23%
ESS	B	0.23%
KMB	D	0.23%
CHRD	D	0.23%
ALV	C	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%
ORI	A	0.2%
NWSA	B	0.2%
AXP	A	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%
PANW	C	0.16%
ACI	C	0.16%
LRCX	F	0.16%
FLEX	A	0.16%
MMM	D	0.16%
STT	A	0.15%
GD	F	0.15%
AVB	B	0.14%
DY	D	0.14%
TT	A	0.14%
ZTS	D	0.14%
CSWI	A	0.14%
EIX	B	0.14%
GLW	B	0.13%
TRGP	B	0.13%
CBT	C	0.13%
GEHC	F	0.13%
HPQ	B	0.13%
DDOG	A	0.13%
PNC	B	0.12%
BR	A	0.12%
DKS	C	0.12%
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%
CROX	D	0.08%
HLNE	B	0.07%
SBUX	A	0.07%
DTE	C	0.07%
IT	C	0.07%
NTNX	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%
ESTC	C	0.05%
CHH	A	0.05%
COIN	C	0.05%
TFC	A	0.05%
SWKS	F	0.05%
INSP	D	0.04%
CACI	D	0.04%
RBLX	C	0.04%
ZS	C	0.04%
JNPR	F	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	A	0.03%
JBHT	C	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%
LKQ	D	0.01%
CINF	A	0.01%
RYN	D	0.01%
EGP	F	0.01%

HDUS Underweight 89 Positions Relative to FTHI

Symbol	Grade	Weight
GOOG	C	-1.84%
BXMT	C	-1.55%
SLG	B	-1.44%
JXN	C	-1.11%
V	A	-1.01%
CRNX	C	-0.99%
CCEP	C	-0.98%
VST	B	-0.97%
UL	D	-0.94%
MA	C	-0.88%
LADR	B	-0.87%
PG	A	-0.79%
BRBR	A	-0.77%
CALM	A	-0.76%
PTVE	B	-0.64%
IDA	A	-0.59%
CCI	D	-0.53%
NVS	D	-0.49%
EXP	A	-0.48%
SLM	A	-0.48%
CVLT	B	-0.48%
IDCC	A	-0.45%
TOL	B	-0.45%
SFM	A	-0.45%
INSM	C	-0.44%
HLI	B	-0.44%
EWBC	A	-0.43%
UMBF	B	-0.43%
MEDP	D	-0.42%
ARES	A	-0.42%
ITW	B	-0.41%
LIN	D	-0.41%
PPC	C	-0.41%
DECK	A	-0.41%
EHC	B	-0.39%
AM	A	-0.38%
USFD	A	-0.38%
PM	B	-0.37%
CME	A	-0.37%
LANC	C	-0.36%
SLVM	B	-0.35%
KNSL	B	-0.35%
HESM	B	-0.34%
FTI	A	-0.34%
WSO	A	-0.33%
ADP	B	-0.33%
SCCO	F	-0.33%
MGEE	C	-0.32%
HON	B	-0.31%
VEEV	C	-0.31%
KRC	C	-0.31%
BKU	A	-0.3%
LOPE	B	-0.3%
PSA	D	-0.3%
SBRA	C	-0.3%
MATX	C	-0.3%
AMT	D	-0.29%
UNP	C	-0.29%
GAP	C	-0.27%
DHT	F	-0.27%
IIPR	D	-0.27%
GGG	B	-0.27%
NVO	D	-0.25%
ATR	B	-0.25%
SBLK	F	-0.24%
O	D	-0.24%
CNA	B	-0.23%
PFGC	B	-0.22%
AMH	D	-0.22%
STNG	F	-0.22%
EQIX	A	-0.21%
CVBF	A	-0.2%
OTTR	C	-0.2%
XEL	A	-0.19%
GEV	B	-0.17%
NEU	C	-0.17%
REYN	D	-0.16%
KAR	B	-0.15%
WEC	A	-0.15%
EXR	D	-0.14%
SFNC	B	-0.14%
BX	A	-0.13%
NHI	D	-0.12%
D	C	-0.08%
BDX	F	-0.07%
AJG	B	-0.05%
MDLZ	F	-0.03%
GIS	D	-0.03%
ELV	F	-0.03%