HDUS vs. OUSA ETF Comparison
Comparison of Hartford Disciplined US Equity ETF (HDUS) to O'Shares FTSE U.S. Quality Dividend ETF (OUSA)
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
263
OUSA
O'Shares FTSE U.S. Quality Dividend ETF
OUSA Description
The investment seeks to track the performance (before fees and expenses) of its target index, the FTSE US Qual / Vol / Yield Factor 5% Capped Index (the "target index"). The U.S. target index is designed to measure the performance of publicly-listed large-capitalization and mid-capitalization dividend-paying issuers in the United States that meet certain market capitalization, liquidity, high quality, low volatility and dividend yield thresholds, as determined by FTSE-Russell (the "index provider"). Under normal market conditions, the fund will invest at least 80% of its total assets in the components of the U.S. target index.Grade (RS Rating)
Last Trade
$54.59
Average Daily Volume
33,026
99
Performance
Period | HDUS | OUSA |
---|---|---|
30 Days | 3.75% | 1.26% |
60 Days | 5.23% | 1.99% |
90 Days | 7.06% | 4.58% |
12 Months | 31.94% | 25.26% |
68 Overlapping Holdings
Symbol | Grade | Weight in HDUS | Weight in OUSA | Overlap | |
---|---|---|---|---|---|
AAPL | C | 5.07% | 4.96% | 4.96% | |
ABBV | D | 1.03% | 0.87% | 0.87% | |
ABT | B | 0.51% | 1.49% | 0.51% | |
ACN | C | 0.4% | 2.77% | 0.4% | |
AMGN | D | 0.2% | 0.3% | 0.2% | |
APH | A | 0.46% | 0.42% | 0.42% | |
AVGO | D | 1.31% | 0.41% | 0.41% | |
BLK | C | 0.13% | 0.55% | 0.13% | |
CAT | B | 0.23% | 0.61% | 0.23% | |
CB | C | 0.44% | 0.7% | 0.44% | |
CBOE | B | 0.64% | 0.31% | 0.31% | |
CL | D | 0.64% | 0.34% | 0.34% | |
CMI | A | 0.88% | 0.16% | 0.16% | |
COST | B | 0.63% | 0.82% | 0.63% | |
CSCO | B | 0.31% | 3.07% | 0.31% | |
CTAS | B | 0.62% | 1.11% | 0.62% | |
CTSH | B | 0.54% | 0.4% | 0.4% | |
EA | A | 0.48% | 0.56% | 0.48% | |
EBAY | D | 0.26% | 0.33% | 0.26% | |
ETN | A | 0.24% | 0.32% | 0.24% | |
GD | F | 0.15% | 0.31% | 0.15% | |
GILD | C | 0.5% | 0.19% | 0.19% | |
GOOGL | C | 3.92% | 3.96% | 3.92% | |
HD | A | 0.46% | 5.35% | 0.46% | |
HSY | F | 0.23% | 0.22% | 0.22% | |
IBM | C | 0.71% | 0.56% | 0.56% | |
INTU | C | 0.26% | 0.16% | 0.16% | |
JNJ | D | 1.49% | 4.26% | 1.49% | |
JPM | A | 0.92% | 0.47% | 0.47% | |
KMB | D | 0.23% | 0.21% | 0.21% | |
KO | D | 0.44% | 0.76% | 0.44% | |
KVUE | A | 0.63% | 0.08% | 0.08% | |
LLY | F | 0.93% | 0.91% | 0.91% | |
LMT | D | 0.32% | 1.07% | 0.32% | |
LOW | D | 0.19% | 1.48% | 0.19% | |
MCD | D | 0.29% | 3.36% | 0.29% | |
MCO | B | 0.41% | 0.63% | 0.41% | |
MDT | D | 0.22% | 0.29% | 0.22% | |
MMC | B | 0.18% | 2.2% | 0.18% | |
MO | A | 1.11% | 0.66% | 0.66% | |
MRK | F | 0.26% | 3.95% | 0.26% | |
MSCI | C | 0.04% | 0.53% | 0.04% | |
MSFT | F | 5.41% | 4.78% | 4.78% | |
MSI | B | 0.16% | 0.37% | 0.16% | |
ORCL | B | 0.69% | 0.68% | 0.68% | |
OTIS | C | 0.06% | 0.5% | 0.06% | |
PAYX | C | 0.05% | 0.53% | 0.05% | |
PEP | F | 1.18% | 0.79% | 0.79% | |
QCOM | F | 0.49% | 0.62% | 0.49% | |
SBUX | A | 0.07% | 0.69% | 0.07% | |
SNA | A | 0.06% | 0.27% | 0.06% | |
SPGI | C | 0.27% | 0.43% | 0.27% | |
SYK | C | 0.08% | 0.31% | 0.08% | |
T | A | 0.53% | 0.77% | 0.53% | |
TGT | F | 0.04% | 0.11% | 0.04% | |
TJX | A | 0.07% | 1.39% | 0.07% | |
TMO | F | 0.16% | 0.13% | 0.13% | |
TMUS | B | 0.25% | 1.06% | 0.25% | |
TROW | B | 0.53% | 0.71% | 0.53% | |
TSCO | D | 0.17% | 0.31% | 0.17% | |
TT | A | 0.14% | 0.25% | 0.14% | |
TXN | C | 1.13% | 2.36% | 1.13% | |
UNH | C | 0.79% | 1.86% | 0.79% | |
VRSK | A | 0.26% | 0.15% | 0.15% | |
VZ | C | 1.2% | 0.74% | 0.74% | |
WMT | A | 0.69% | 0.47% | 0.47% | |
YUM | B | 0.55% | 0.57% | 0.55% | |
ZTS | D | 0.14% | 0.47% | 0.14% |
HDUS Overweight 195 Positions Relative to OUSA
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | C | 6.03% | |
AMZN | C | 3.51% | |
META | D | 1.88% | |
TSLA | B | 1.36% | |
XOM | B | 1.05% | |
CVX | A | 0.92% | |
LAMR | D | 0.76% | |
BMY | B | 0.72% | |
JHG | A | 0.7% | |
KNF | A | 0.67% | |
BK | A | 0.61% | |
NFLX | A | 0.6% | |
ALSN | B | 0.6% | |
NTAP | C | 0.58% | |
EME | C | 0.57% | |
DBX | B | 0.54% | |
RHI | B | 0.51% | |
TXRH | C | 0.49% | |
GLPI | C | 0.48% | |
BKNG | A | 0.48% | |
GDDY | A | 0.47% | |
STWD | C | 0.47% | |
BRK.A | B | 0.46% | |
SHW | A | 0.46% | |
RPM | A | 0.45% | |
IRM | D | 0.43% | |
R | B | 0.43% | |
EOG | A | 0.43% | |
MS | A | 0.41% | |
AXS | A | 0.4% | |
AMAT | F | 0.39% | |
MLI | C | 0.39% | |
PEG | A | 0.38% | |
MUSA | A | 0.38% | |
MCK | B | 0.38% | |
HRB | D | 0.38% | |
NXPI | D | 0.37% | |
BAH | F | 0.37% | |
CRM | B | 0.36% | |
VRTX | F | 0.36% | |
RDN | C | 0.36% | |
WST | C | 0.35% | |
DCI | B | 0.34% | |
ADC | B | 0.34% | |
RL | B | 0.34% | |
SPG | B | 0.33% | |
FICO | B | 0.33% | |
STAG | F | 0.33% | |
AGNC | D | 0.33% | |
RTX | C | 0.32% | |
BSX | B | 0.32% | |
PGR | A | 0.32% | |
KMI | A | 0.32% | |
OHI | C | 0.31% | |
CHRW | C | 0.3% | |
COP | C | 0.3% | |
INGR | B | 0.3% | |
DGX | A | 0.29% | |
UBER | D | 0.29% | |
KLAC | D | 0.29% | |
TRV | B | 0.28% | |
AFL | B | 0.28% | |
OMC | C | 0.28% | |
CRBG | B | 0.28% | |
WFC | A | 0.27% | |
RMD | C | 0.27% | |
PLTR | B | 0.26% | |
BG | F | 0.26% | |
FOXA | B | 0.26% | |
FDX | B | 0.25% | |
FSS | B | 0.25% | |
NYT | C | 0.23% | |
ESS | B | 0.23% | |
CHRD | D | 0.23% | |
ALV | C | 0.22% | |
NEE | D | 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% | |
SO | D | 0.2% | |
ORI | A | 0.2% | |
NWSA | B | 0.2% | |
PFE | D | 0.19% | |
AXP | A | 0.19% | |
LNG | B | 0.19% | |
MPC | D | 0.18% | |
NDAQ | A | 0.18% | |
NOW | A | 0.18% | |
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% | |
GE | D | 0.15% | |
STT | A | 0.15% | |
AVB | B | 0.14% | |
ADBE | C | 0.14% | |
DY | 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% | |
DUK | C | 0.12% | |
PNC | B | 0.12% | |
BR | A | 0.12% | |
DKS | C | 0.12% | |
GS | A | 0.11% | |
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% | |
DHR | F | 0.08% | |
CROX | D | 0.08% | |
HLNE | B | 0.07% | |
DTE | C | 0.07% | |
IT | C | 0.07% | |
AMD | F | 0.07% | |
NTNX | A | 0.07% | |
BAC | A | 0.07% | |
CPB | D | 0.07% | |
BBY | D | 0.06% | |
KKR | A | 0.06% | |
SNPS | B | 0.05% | |
ODFL | B | 0.05% | |
ESTC | C | 0.05% | |
CHH | A | 0.05% | |
FLO | D | 0.05% | |
COIN | C | 0.05% | |
TFC | A | 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% | |
JNPR | F | 0.04% | |
AYI | B | 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% | |
DELL | C | 0.02% | |
ISRG | A | 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% | |
OGN | D | 0.01% | |
LKQ | D | 0.01% | |
CINF | A | 0.01% | |
RYN | D | 0.01% | |
EGP | F | 0.01% |
HDUS Underweight 31 Positions Relative to OUSA
Symbol | Grade | Weight | |
---|---|---|---|
V | A | -5.33% | |
MA | C | -3.95% | |
CMCSA | B | -3.75% | |
PG | A | -2.62% | |
ITW | B | -1.34% | |
FAST | B | -0.86% | |
ADP | B | -0.76% | |
UNP | C | -0.75% | |
HON | B | -0.72% | |
UPS | C | -0.67% | |
PM | B | -0.61% | |
GRMN | B | -0.52% | |
PCAR | B | -0.41% | |
WM | A | -0.39% | |
AON | A | -0.39% | |
NKE | D | -0.39% | |
GWW | B | -0.29% | |
CSX | B | -0.29% | |
MDLZ | F | -0.23% | |
DE | A | -0.21% | |
ELV | F | -0.19% | |
IEX | B | -0.17% | |
GGG | B | -0.16% | |
EXPD | D | -0.16% | |
A | D | -0.16% | |
AME | A | -0.15% | |
ADI | D | -0.14% | |
NOC | D | -0.13% | |
GIS | D | -0.11% | |
KR | B | -0.08% | |
CHD | B | -0.06% |
HDUS: Top Represented Industries & Keywords
OUSA: Top Represented Industries & Keywords