HDUS vs. INFO ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to Harbor PanAgora Dynamic Large Cap Core ETF (INFO)

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

INFO

Harbor PanAgora Dynamic Large Cap Core ETF

INFO Description

INFO aims to generate alpha consistently within the large-cap US market. Portfolio construction utilizes a bottom-up investment strategy integrating fundamental analysis with quantitative techniques and risk management tools. The subadvisor employs a proprietary alpha modeling framework to identify companies with strong financial and operational health, aiming for above-market returns relative to the S&P 500 Index. The strategy incorporates uncorrelated alpha factors, such as value, momentum, and quality. Additionally, ESG attributes are also evaluated to enhance the overall alpha scores. Security weighting is determined using a proprietary optimization technique, balancing alpha generation with risk metrics like tracking err, market risk, and concentration risk.

Grade (RS Rating)

Last Trade

$20.71

Average Daily Volume

785

Number of Holdings ^*

116

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	INFO
30 Days	3.75%	1.88%
60 Days	5.23%
90 Days	7.06%
12 Months	31.94%

66 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in INFO	Overlap
AAPL	C	5.11%	6.96%	5.11%
AMAT	F	0.36%	0.93%	0.36%
AMD	F	0.07%	0.19%	0.07%
AMZN	C	3.39%	4.08%	3.39%
AVGO	D	1.26%	1.22%	1.22%
AXP	A	0.19%	0.56%	0.19%
AXS	A	0.41%	0.2%	0.2%
BK	A	0.61%	0.48%	0.48%
BMY	B	0.72%	0.64%	0.64%
BRK.A	B	0.46%	0.99%	0.46%
CBOE	B	0.68%	0.73%	0.68%
CL	D	0.67%	0.55%	0.55%
COST	B	0.64%	0.89%	0.64%
CRM	B	0.35%	1.54%	0.35%
DASH	A	0.09%	0.4%	0.09%
DTE	C	0.07%	0.18%	0.07%
DUK	C	0.12%	0.13%	0.12%
EBAY	D	0.26%	0.25%	0.25%
ECL	D	0.11%	0.57%	0.11%
EOG	A	0.44%	0.16%	0.16%
EQR	B	0.08%	0.76%	0.08%
GDDY	A	0.49%	0.43%	0.43%
GE	D	0.15%	1.1%	0.15%
GM	B	0.02%	1.02%	0.02%
GOOGL	C	3.95%	3.86%	3.86%
HD	A	0.46%	0.08%	0.08%
INGR	B	0.29%	0.35%	0.29%
INTU	C	0.24%	0.81%	0.24%
JNJ	D	1.51%	0.94%	0.94%
JPM	A	0.92%	1.87%	0.92%
LLY	F	0.89%	0.91%	0.89%
LMT	D	0.32%	0.94%	0.32%
LRCX	F	0.15%	0.87%	0.15%
MCK	B	0.39%	0.94%	0.39%
META	D	1.85%	3.01%	1.85%
MMC	B	0.18%	0.81%	0.18%
MPC	D	0.18%	0.61%	0.18%
MRK	F	0.26%	1.12%	0.26%
MSCI	C	0.04%	0.82%	0.04%
MSFT	F	5.29%	6.1%	5.29%
MSI	B	0.16%	0.95%	0.16%
MTG	C	0.09%	0.13%	0.09%
NEE	D	0.22%	0.36%	0.22%
NFLX	A	0.63%	1.13%	0.63%
NOW	A	0.18%	1.2%	0.18%
NRG	B	0.1%	0.74%	0.1%
NTAP	C	0.61%	0.68%	0.61%
NVDA	C	6.03%	7.25%	6.03%
NXPI	D	0.36%	0.17%	0.17%
PEP	F	1.14%	0.76%	0.76%
PYPL	B	0.02%	0.43%	0.02%
QCOM	F	0.47%	0.89%	0.47%
RPM	A	0.44%	0.34%	0.34%
SNOW	C	0.01%	0.22%	0.01%
SPG	B	0.33%	0.86%	0.33%
SPGI	C	0.27%	0.69%	0.27%
TGT	F	0.03%	0.68%	0.03%
TJX	A	0.07%	1.04%	0.07%
TSLA	B	1.5%	1.38%	1.38%
TT	A	0.14%	0.95%	0.14%
UBER	D	0.29%	0.34%	0.29%
UNH	C	0.8%	0.34%	0.34%
VRSK	A	0.26%	0.61%	0.26%
WFC	A	0.27%	1.12%	0.27%
WMT	A	0.71%	1.22%	0.71%
XOM	B	1.05%	1.16%	1.05%

HDUS Overweight 197 Positions Relative to INFO

Symbol	Grade	Weight
VZ	C	1.24%
MO	A	1.12%
TXN	C	1.09%
ABBV	D	1.02%
CVX	A	0.92%
CMI	A	0.88%
LAMR	D	0.77%
IBM	C	0.73%
ORCL	B	0.7%
KNF	A	0.69%
JHG	A	0.68%
KVUE	A	0.64%
CTAS	B	0.63%
EME	C	0.59%
ALSN	B	0.59%
YUM	B	0.54%
T	A	0.54%
DBX	B	0.53%
CTSH	B	0.52%
TROW	B	0.52%
ABT	B	0.52%
RHI	B	0.5%
BKNG	A	0.5%
GLPI	C	0.5%
EA	A	0.49%
TXRH	C	0.48%
STWD	C	0.48%
GILD	C	0.48%
KO	D	0.46%
SHW	A	0.45%
IRM	D	0.45%
APH	A	0.45%
CB	C	0.43%
R	B	0.42%
MCO	B	0.41%
MS	A	0.41%
MLI	C	0.4%
ACN	C	0.39%
PEG	A	0.39%
MUSA	A	0.38%
HRB	D	0.37%
ADC	B	0.35%
BAH	F	0.35%
RDN	C	0.35%
VRTX	F	0.34%
AGNC	D	0.34%
KMI	A	0.34%
WST	C	0.33%
BSX	B	0.33%
RL	B	0.33%
DCI	B	0.33%
FICO	B	0.33%
STAG	F	0.33%
RTX	C	0.32%
PGR	A	0.32%
OHI	C	0.31%
CSCO	B	0.31%
CHRW	C	0.3%
DGX	A	0.3%
COP	C	0.3%
CRBG	B	0.29%
RMD	C	0.29%
PLTR	B	0.28%
KLAC	D	0.28%
TRV	B	0.28%
AFL	B	0.28%
MCD	D	0.28%
FSS	B	0.26%
BG	F	0.26%
OMC	C	0.26%
FDX	B	0.25%
TMUS	B	0.25%
APP	B	0.25%
FOXA	B	0.25%
ETN	A	0.24%
KMB	D	0.24%
WMB	A	0.23%
CAT	B	0.23%
HSY	F	0.23%
ESS	B	0.23%
CHRD	D	0.23%
NNN	D	0.23%
ABNB	C	0.22%
ALTR	B	0.22%
GWRE	A	0.22%
ALV	C	0.22%
NYT	C	0.22%
PRU	A	0.22%
FANG	D	0.22%
NWSA	B	0.21%
PKG	A	0.21%
MANH	D	0.21%
CRWD	B	0.21%
VLO	C	0.21%
MDT	D	0.21%
AMGN	D	0.2%
ORI	A	0.2%
SO	D	0.2%
LNG	B	0.2%
NDAQ	A	0.19%
PFE	D	0.19%
LOW	D	0.19%
HUBS	A	0.18%
BJ	A	0.17%
FLEX	A	0.17%
PANW	C	0.16%
CDNS	B	0.16%
ACI	C	0.16%
MMM	D	0.16%
TSCO	D	0.16%
ZTS	D	0.15%
CSWI	A	0.15%
STT	A	0.15%
EIX	B	0.15%
TMO	F	0.15%
DY	D	0.14%
AVB	B	0.14%
GD	F	0.14%
GLW	B	0.13%
HPQ	B	0.13%
BLK	C	0.13%
ADBE	C	0.13%
GEHC	F	0.13%
DDOG	A	0.13%
TRGP	B	0.13%
COKE	C	0.12%
PNC	B	0.12%
WSM	B	0.12%
BR	A	0.12%
DKS	C	0.12%
CBT	C	0.12%
GS	A	0.11%
OC	A	0.11%
MPWR	F	0.11%
DRI	B	0.11%
ESI	A	0.1%
HCA	F	0.09%
WTW	B	0.09%
GPC	D	0.09%
LII	A	0.09%
VRNS	D	0.09%
GNTX	C	0.09%
CMG	B	0.09%
C	A	0.09%
CUBE	D	0.08%
DHR	F	0.08%
SYK	C	0.08%
CROX	D	0.08%
SBUX	A	0.07%
COIN	C	0.07%
HLNE	B	0.07%
IT	C	0.07%
NTNX	A	0.07%
CPB	D	0.07%
BAC	A	0.07%
TER	D	0.07%
OTIS	C	0.06%
SNA	A	0.06%
KKR	A	0.06%
PAYX	C	0.05%
ESTC	C	0.05%
CHH	A	0.05%
FLO	D	0.05%
TFC	A	0.05%
BBY	D	0.05%
SWKS	F	0.05%
SMAR	A	0.04%
CACI	D	0.04%
DTM	B	0.04%
FNF	B	0.04%
INSP	D	0.04%
RBLX	C	0.04%
ZS	C	0.04%
JNPR	F	0.04%
AYI	B	0.04%
ODFL	B	0.04%
SNPS	B	0.04%
TPR	B	0.03%
EVR	B	0.03%
REGN	F	0.03%
IBKR	A	0.03%
MORN	B	0.03%
CSL	C	0.03%
JKHY	D	0.03%
JBHT	C	0.02%
DELL	C	0.02%
CRUS	D	0.02%
ISRG	A	0.02%
NET	B	0.02%
FR	C	0.02%
OGE	B	0.02%
TMDX	F	0.01%
OGN	D	0.01%
LKQ	D	0.01%
CINF	A	0.01%
EGP	F	0.01%
RYN	D	0.01%

HDUS Underweight 50 Positions Relative to INFO

Symbol	Grade	Weight
MA	C	-1.61%
V	A	-1.13%
SYF	B	-1.01%
BKR	B	-0.97%
CI	F	-0.88%
CMCSA	B	-0.86%
ETR	B	-0.85%
ALL	A	-0.83%
ANET	C	-0.82%
HIG	B	-0.79%
LDOS	C	-0.78%
EXC	C	-0.76%
CTVA	C	-0.76%
A	D	-0.73%
HOLX	D	-0.73%
MAS	D	-0.72%
EQIX	A	-0.69%
FTV	C	-0.64%
MDLZ	F	-0.62%
INVH	D	-0.56%
KR	B	-0.52%
MTD	D	-0.48%
AVY	D	-0.46%
DD	D	-0.42%
WDAY	B	-0.42%
CNC	D	-0.41%
ROST	C	-0.41%
SSNC	B	-0.37%
MELI	D	-0.36%
FTI	A	-0.35%
VEEV	C	-0.35%
PG	A	-0.35%
ALNY	D	-0.3%
ILMN	D	-0.3%
ATR	B	-0.3%
WAB	B	-0.27%
CBSH	A	-0.25%
UNM	A	-0.25%
MU	D	-0.23%
DHI	D	-0.22%
MKC	D	-0.2%
QRVO	F	-0.19%
NOV	C	-0.19%
PH	A	-0.13%
NOC	D	-0.1%
THC	D	-0.09%
AMT	D	-0.08%
EQH	B	-0.07%
TOL	B	-0.06%
HLT	A	-0.05%