HDUS vs. IMCB ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to iShares Morningstar Mid-Cap ETF (IMCB)

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

IMCB

iShares Morningstar Mid-Cap ETF

IMCB Description

IMCB is a passively-managed portfolio that offers exposure to a blend of growth and value stocks in the US mid-cap space. Stocks are selected based on Morningstars index methodology that uses fundamental factors. This methodology identifies growth securities as those with relatively above-average historical and forecasted earnings, sales, equity, and cash flow growth, while value securities as those with relatively low valuations based on price-to-book ratios, price-to-earnings ratios and other factors. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Core Index under the ticker JKG.

Grade (RS Rating)

Last Trade

$81.50

Average Daily Volume

28,342

Number of Holdings ^*

447

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	IMCB
30 Days	3.75%	6.60%
60 Days	5.23%	7.43%
90 Days	7.06%	9.78%
12 Months	31.94%	32.75%

95 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in IMCB	Overlap
ACI	C	0.16%	0.07%	0.07%
AFL	B	0.28%	0.49%	0.28%
APP	B	0.21%	0.52%	0.21%
AVB	B	0.14%	0.28%	0.14%
BAH	F	0.37%	0.17%	0.17%
BBY	D	0.06%	0.16%	0.06%
BG	F	0.26%	0.11%	0.11%
BJ	A	0.17%	0.09%	0.09%
BK	A	0.61%	0.5%	0.5%
BR	A	0.12%	0.23%	0.12%
CINF	A	0.01%	0.2%	0.01%
CMI	A	0.88%	0.44%	0.44%
COIN	C	0.05%	0.48%	0.05%
CPB	D	0.07%	0.08%	0.07%
CSL	C	0.03%	0.18%	0.03%
CTSH	B	0.54%	0.36%	0.36%
DASH	A	0.09%	0.47%	0.09%
DDOG	A	0.13%	0.34%	0.13%
DELL	C	0.02%	0.31%	0.02%
DGX	A	0.29%	0.15%	0.15%
DKS	C	0.12%	0.1%	0.1%
DRI	B	0.11%	0.18%	0.11%
DTE	C	0.07%	0.22%	0.07%
EA	A	0.48%	0.35%	0.35%
EBAY	D	0.26%	0.28%	0.26%
EIX	B	0.14%	0.28%	0.14%
EME	C	0.57%	0.21%	0.21%
EQR	B	0.08%	0.22%	0.08%
ESS	B	0.23%	0.17%	0.17%
FANG	D	0.22%	0.28%	0.22%
FICO	B	0.33%	0.5%	0.33%
FLEX	A	0.16%	0.14%	0.14%
FNF	B	0.04%	0.14%	0.04%
FOXA	B	0.26%	0.1%	0.1%
GDDY	A	0.47%	0.22%	0.22%
GEHC	F	0.13%	0.29%	0.13%
GLPI	C	0.48%	0.11%	0.11%
GLW	B	0.13%	0.32%	0.13%
GM	B	0.02%	0.57%	0.02%
GPC	D	0.09%	0.15%	0.09%
HPQ	B	0.13%	0.32%	0.13%
HSY	F	0.23%	0.23%	0.23%
HUBS	A	0.17%	0.31%	0.17%
IBKR	A	0.03%	0.17%	0.03%
IRM	D	0.43%	0.29%	0.29%
IT	C	0.07%	0.36%	0.07%
JBHT	C	0.02%	0.14%	0.02%
JKHY	D	0.03%	0.11%	0.03%
JNPR	F	0.04%	0.11%	0.04%
KMB	D	0.23%	0.39%	0.23%
KMI	A	0.32%	0.46%	0.32%
KVUE	A	0.63%	0.36%	0.36%
LII	A	0.09%	0.17%	0.09%
LKQ	D	0.01%	0.09%	0.01%
LNG	B	0.19%	0.42%	0.19%
MANH	D	0.21%	0.15%	0.15%
MORN	B	0.03%	0.08%	0.03%
MPWR	F	0.11%	0.24%	0.11%
MSCI	C	0.04%	0.42%	0.04%
NDAQ	A	0.18%	0.27%	0.18%
NET	B	0.02%	0.24%	0.02%
NRG	B	0.1%	0.17%	0.1%
NTAP	C	0.58%	0.21%	0.21%
NTNX	A	0.07%	0.15%	0.07%
NWSA	B	0.2%	0.1%	0.1%
OC	A	0.11%	0.15%	0.11%
ODFL	B	0.05%	0.37%	0.05%
OMC	C	0.28%	0.18%	0.18%
OTIS	C	0.06%	0.36%	0.06%
PAYX	C	0.05%	0.42%	0.05%
PEG	A	0.38%	0.38%	0.38%
PKG	A	0.2%	0.19%	0.19%
PLTR	B	0.26%	1.04%	0.26%
PRU	A	0.22%	0.4%	0.22%
RBLX	C	0.04%	0.24%	0.04%
RMD	C	0.27%	0.3%	0.27%
RPM	A	0.45%	0.15%	0.15%
SNA	A	0.06%	0.17%	0.06%
SPG	B	0.33%	0.48%	0.33%
STT	A	0.15%	0.25%	0.15%
SWKS	F	0.05%	0.12%	0.05%
TER	D	0.08%	0.15%	0.08%
TFC	A	0.05%	0.54%	0.05%
TRGP	B	0.13%	0.37%	0.13%
TROW	B	0.53%	0.23%	0.23%
TRV	B	0.28%	0.52%	0.28%
TSCO	D	0.17%	0.26%	0.17%
VLO	C	0.21%	0.39%	0.21%
VRSK	A	0.26%	0.36%	0.26%
WMB	A	0.21%	0.59%	0.21%
WSM	B	0.09%	0.14%	0.09%
WST	C	0.35%	0.22%	0.22%
WTW	B	0.09%	0.29%	0.09%
YUM	B	0.55%	0.34%	0.34%
ZS	C	0.04%	0.17%	0.04%

HDUS Overweight 168 Positions Relative to IMCB

Symbol	Grade	Weight
NVDA	C	6.03%
MSFT	F	5.41%
AAPL	C	5.07%
GOOGL	C	3.92%
AMZN	C	3.51%
META	D	1.88%
JNJ	D	1.49%
TSLA	B	1.36%
AVGO	D	1.31%
VZ	C	1.2%
PEP	F	1.18%
TXN	C	1.13%
MO	A	1.11%
XOM	B	1.05%
ABBV	D	1.03%
LLY	F	0.93%
JPM	A	0.92%
CVX	A	0.92%
UNH	C	0.79%
LAMR	D	0.76%
BMY	B	0.72%
IBM	C	0.71%
JHG	A	0.7%
ORCL	B	0.69%
WMT	A	0.69%
KNF	A	0.67%
CBOE	B	0.64%
CL	D	0.64%
COST	B	0.63%
CTAS	B	0.62%
NFLX	A	0.6%
ALSN	B	0.6%
DBX	B	0.54%
T	A	0.53%
RHI	B	0.51%
ABT	B	0.51%
GILD	C	0.5%
TXRH	C	0.49%
QCOM	F	0.49%
BKNG	A	0.48%
STWD	C	0.47%
APH	A	0.46%
BRK.A	B	0.46%
HD	A	0.46%
SHW	A	0.46%
CB	C	0.44%
KO	D	0.44%
R	B	0.43%
EOG	A	0.43%
MS	A	0.41%
MCO	B	0.41%
ACN	C	0.4%
AXS	A	0.4%
AMAT	F	0.39%
MLI	C	0.39%
MUSA	A	0.38%
MCK	B	0.38%
HRB	D	0.38%
NXPI	D	0.37%
CRM	B	0.36%
VRTX	F	0.36%
RDN	C	0.36%
DCI	B	0.34%
ADC	B	0.34%
RL	B	0.34%
STAG	F	0.33%
AGNC	D	0.33%
RTX	C	0.32%
BSX	B	0.32%
PGR	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%
UBER	D	0.29%
KLAC	D	0.29%
MCD	D	0.29%
CRBG	B	0.28%
WFC	A	0.27%
SPGI	C	0.27%
MRK	F	0.26%
INTU	C	0.26%
TMUS	B	0.25%
FDX	B	0.25%
FSS	B	0.25%
ETN	A	0.24%
NYT	C	0.23%
CAT	B	0.23%
CHRD	D	0.23%
ALV	C	0.22%
MDT	D	0.22%
NEE	D	0.22%
NNN	D	0.22%
ABNB	C	0.21%
GWRE	A	0.21%
ALTR	B	0.21%
CRWD	B	0.2%
SO	D	0.2%
ORI	A	0.2%
AMGN	D	0.2%
PFE	D	0.19%
AXP	A	0.19%
LOW	D	0.19%
MPC	D	0.18%
MMC	B	0.18%
NOW	A	0.18%
CDNS	B	0.16%
PANW	C	0.16%
TMO	F	0.16%
LRCX	F	0.16%
MMM	D	0.16%
MSI	B	0.16%
GE	D	0.15%
GD	F	0.15%
ADBE	C	0.14%
DY	D	0.14%
TT	A	0.14%
ZTS	D	0.14%
CSWI	A	0.14%
CBT	C	0.13%
BLK	C	0.13%
DUK	C	0.12%
PNC	B	0.12%
GS	A	0.11%
ECL	D	0.11%
COKE	C	0.11%
GNTX	C	0.1%
VRNS	D	0.1%
ESI	A	0.1%
MTG	C	0.09%
HCA	F	0.09%
C	A	0.09%
CMG	B	0.09%
CUBE	D	0.08%
SYK	C	0.08%
DHR	F	0.08%
CROX	D	0.08%
HLNE	B	0.07%
SBUX	A	0.07%
AMD	F	0.07%
TJX	A	0.07%
BAC	A	0.07%
KKR	A	0.06%
SNPS	B	0.05%
ESTC	C	0.05%
CHH	A	0.05%
FLO	D	0.05%
INSP	D	0.04%
DTM	B	0.04%
CACI	D	0.04%
TGT	F	0.04%
AYI	B	0.04%
EVR	B	0.03%
TPR	B	0.03%
REGN	F	0.03%
SMAR	A	0.03%
ISRG	A	0.02%
CRUS	D	0.02%
PYPL	B	0.02%
FR	C	0.02%
OGE	B	0.02%
SNOW	C	0.01%
TMDX	F	0.01%
OGN	D	0.01%
RYN	D	0.01%
EGP	F	0.01%

HDUS Underweight 352 Positions Relative to IMCB

Symbol	Grade	Weight
GEV	B	-0.79%
COF	B	-0.61%
ADSK	A	-0.58%
OKE	A	-0.55%
CARR	D	-0.55%
HLT	A	-0.54%
FTNT	C	-0.54%
NSC	B	-0.53%
PCAR	B	-0.52%
WDAY	B	-0.51%
DLR	B	-0.51%
URI	B	-0.5%
JCI	C	-0.5%
SRE	A	-0.5%
MSTR	C	-0.5%
AMP	A	-0.49%
TTD	B	-0.49%
RCL	A	-0.48%
AZO	C	-0.47%
GWW	B	-0.46%
PSA	D	-0.46%
ALL	A	-0.45%
FIS	C	-0.44%
AEP	D	-0.44%
CPRT	A	-0.44%
DHI	D	-0.43%
O	D	-0.43%
AIG	B	-0.43%
PWR	A	-0.42%
HWM	A	-0.41%
SQ	B	-0.41%
ROST	C	-0.41%
NEM	D	-0.41%
TEL	B	-0.41%
LHX	C	-0.41%
FAST	B	-0.41%
D	C	-0.41%
VST	B	-0.4%
VRT	B	-0.39%
CCI	D	-0.39%
AME	A	-0.39%
PCG	A	-0.39%
AXON	A	-0.38%
DFS	B	-0.38%
BKR	B	-0.38%
F	C	-0.38%
COR	B	-0.37%
IR	B	-0.37%
DAL	C	-0.37%
HES	B	-0.36%
FERG	B	-0.36%
STZ	D	-0.35%
TEAM	A	-0.35%
EW	C	-0.35%
KR	B	-0.35%
CTVA	C	-0.35%
LEN	D	-0.35%
CBRE	B	-0.35%
XEL	A	-0.34%
A	D	-0.34%
CHTR	C	-0.34%
IQV	D	-0.33%
SYY	B	-0.33%
ACGL	D	-0.33%
VMC	B	-0.33%
EXC	C	-0.33%
GIS	D	-0.32%
KDP	D	-0.32%
MLM	B	-0.32%
LULU	C	-0.32%
DD	D	-0.31%
MCHP	D	-0.31%
IDXX	F	-0.31%
NUE	C	-0.31%
MTB	A	-0.31%
VEEV	C	-0.3%
HUM	C	-0.3%
HIG	B	-0.3%
EXR	D	-0.3%
WAB	B	-0.3%
VICI	C	-0.29%
GRMN	B	-0.29%
ROK	B	-0.29%
ED	D	-0.29%
DOW	F	-0.28%
ARES	A	-0.28%
FITB	A	-0.28%
EFX	F	-0.28%
ALNY	D	-0.28%
RJF	A	-0.27%
WEC	A	-0.27%
CPNG	D	-0.27%
CSGP	D	-0.27%
CNC	D	-0.27%
ETR	B	-0.27%
PPG	F	-0.26%
XYL	D	-0.26%
ANSS	B	-0.26%
GPN	B	-0.26%
TTWO	A	-0.26%
CAH	B	-0.26%
DXCM	D	-0.26%
UAL	A	-0.26%
KHC	F	-0.25%
ON	D	-0.25%
KEYS	A	-0.24%
BRO	B	-0.24%
FCNCA	A	-0.24%
DECK	A	-0.24%
PHM	D	-0.24%
NVR	D	-0.24%
HPE	B	-0.24%
DOV	A	-0.24%
VTR	C	-0.23%
CPAY	A	-0.23%
AWK	D	-0.23%
TYL	B	-0.23%
SYF	B	-0.23%
TPL	A	-0.23%
MTD	D	-0.23%
CHD	B	-0.23%
FTV	C	-0.23%
HAL	C	-0.23%
PPL	B	-0.22%
DVN	F	-0.22%
ADM	D	-0.22%
SW	A	-0.22%
HBAN	A	-0.22%
LPLA	A	-0.21%
HUBB	B	-0.21%
SBAC	D	-0.21%
BIIB	F	-0.21%
AEE	A	-0.21%
RF	A	-0.21%
EQT	B	-0.21%
CDW	F	-0.21%
CCL	B	-0.21%
VLTO	D	-0.21%
WAT	B	-0.2%
TDY	B	-0.2%
ZBH	C	-0.2%
WY	D	-0.2%
ILMN	D	-0.2%
LDOS	C	-0.2%
PTC	A	-0.2%
IFF	D	-0.2%
EXPE	B	-0.2%
CFG	B	-0.19%
K	A	-0.19%
LYB	F	-0.19%
ES	D	-0.19%
NTRS	A	-0.19%
ATO	A	-0.19%
STE	F	-0.19%
MKL	A	-0.19%
BLDR	D	-0.19%
WBD	C	-0.19%
CMS	C	-0.18%
ZBRA	B	-0.18%
PFG	D	-0.18%
LH	C	-0.18%
STLD	B	-0.18%
WDC	D	-0.18%
CLX	B	-0.18%
MDB	C	-0.18%
FE	C	-0.18%
MKC	D	-0.17%
FDS	B	-0.17%
CTRA	B	-0.17%
EXE	B	-0.17%
LYV	A	-0.17%
INVH	D	-0.17%
CNP	B	-0.17%
LUV	C	-0.17%
TRU	D	-0.17%
IP	B	-0.17%
BALL	D	-0.17%
DKNG	B	-0.17%
STX	D	-0.17%
LVS	C	-0.17%
COO	D	-0.17%
ZM	B	-0.17%
FSLR	F	-0.17%
MOH	F	-0.16%
J	F	-0.16%
FWONK	B	-0.16%
KEY	B	-0.16%
TSN	B	-0.16%
HOLX	D	-0.16%
PODD	C	-0.16%
ULTA	F	-0.16%
WSO	A	-0.16%
MAA	B	-0.16%
WRB	A	-0.16%
NTRA	B	-0.16%
HOOD	B	-0.15%
HEI	B	-0.15%
ALGN	D	-0.15%
KIM	A	-0.15%
DG	F	-0.15%
ARE	D	-0.15%
EXPD	D	-0.15%
BURL	A	-0.15%
TRMB	B	-0.15%
XPO	B	-0.15%
GEN	B	-0.15%
RS	B	-0.15%
IEX	B	-0.15%
MAS	D	-0.15%
PNR	A	-0.15%
PINS	D	-0.15%
SUI	D	-0.14%
L	A	-0.14%
CF	B	-0.14%
FIX	A	-0.14%
THC	D	-0.14%
TOL	B	-0.14%
EG	C	-0.14%
VRSN	F	-0.14%
AVY	D	-0.14%
SSNC	B	-0.14%
NI	A	-0.14%
BAX	D	-0.14%
MRO	B	-0.14%
TXT	D	-0.14%
DOCU	A	-0.14%
TWLO	A	-0.14%
JBL	B	-0.13%
FFIV	B	-0.13%
AVTR	F	-0.13%
RVTY	F	-0.13%
EVRG	A	-0.13%
SAIA	B	-0.13%
AMCR	D	-0.13%
ACM	A	-0.13%
UTHR	C	-0.13%
ROL	B	-0.13%
DT	C	-0.13%
TW	A	-0.13%
EL	F	-0.13%
DOC	D	-0.13%
GGG	B	-0.13%
DPZ	C	-0.13%
USFD	A	-0.13%
CASY	A	-0.13%
RGA	A	-0.13%
LNT	A	-0.13%
VTRS	A	-0.13%
ENTG	D	-0.13%
PSTG	D	-0.13%
SWK	D	-0.12%
CAG	D	-0.12%
NDSN	B	-0.12%
RNR	C	-0.12%
PFGC	B	-0.12%
MRNA	F	-0.12%
UDR	B	-0.12%
AKAM	D	-0.12%
DLTR	F	-0.12%
POOL	C	-0.12%
EPAM	C	-0.12%
EQH	B	-0.12%
OVV	B	-0.11%
LECO	B	-0.11%
EMN	D	-0.11%
UHS	D	-0.11%
DAY	B	-0.11%
UNM	A	-0.11%
ALB	C	-0.11%
AMH	D	-0.11%
HST	C	-0.11%
SCI	B	-0.11%
NVT	B	-0.11%
NBIX	C	-0.11%
BMRN	D	-0.11%
REG	B	-0.11%
BXP	D	-0.11%
KMX	B	-0.11%
OKTA	C	-0.11%
ALLE	D	-0.11%
CLH	B	-0.11%
INCY	C	-0.11%
CPT	B	-0.11%
ELS	C	-0.11%
APTV	D	-0.11%
TTEK	F	-0.1%
CCK	C	-0.1%
FND	C	-0.1%
IPG	D	-0.1%
TAP	C	-0.1%
CG	A	-0.1%
PAYC	B	-0.1%
BLD	D	-0.1%
RRX	B	-0.1%
TECH	D	-0.1%
SNAP	C	-0.1%
LW	C	-0.1%
SJM	D	-0.1%
HEI	B	-0.1%
WPC	D	-0.1%
CNH	C	-0.09%
WING	D	-0.09%
ALLY	C	-0.09%
SRPT	D	-0.09%
CHDN	B	-0.09%
AES	F	-0.09%
CRL	C	-0.09%
ERIE	D	-0.09%
RPRX	D	-0.09%
AFG	A	-0.09%
MOS	F	-0.08%
ENPH	F	-0.08%
AOS	F	-0.08%
HRL	D	-0.08%
TFX	F	-0.08%
SMCI	F	-0.08%
AR	B	-0.08%
WYNN	D	-0.08%
MGM	D	-0.08%
WMS	D	-0.08%
EXAS	D	-0.08%
SOLV	C	-0.08%
WTRG	B	-0.08%
CNM	D	-0.07%
DVA	B	-0.07%
HII	D	-0.07%
CE	F	-0.07%
APA	D	-0.07%
MEDP	D	-0.07%
PCOR	B	-0.06%
UHAL	D	-0.06%
QRVO	F	-0.06%
WBA	F	-0.06%
BSY	D	-0.06%
SIRI	C	-0.06%
AZPN	A	-0.06%
DINO	D	-0.06%
BRKR	D	-0.05%
U	C	-0.05%
SNX	C	-0.05%
FOX	A	-0.05%
BEN	C	-0.05%
CELH	F	-0.04%
WLK	D	-0.04%
COTY	F	-0.03%
NWS	B	-0.03%
PAG	B	-0.03%
FWONA	B	-0.02%
ALAB	B	-0.02%
AGR	B	-0.02%
LEN	D	-0.01%
UHAL	D	-0.0%