HDUS vs. RECS ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to Columbia Research Enhanced Core ETF (RECS)

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

RECS

Columbia Research Enhanced Core ETF

RECS Description

The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Equity Index. The fund invests at least 80% of its assets in the securities of the index. The index is comprised of a subset of the companies within the Russell 1000® Index. The index was designed to reflect the performance of U.S. large- and mid-cap growth and value companies through the application of a rules-based methodology, which typically results in approximately 325-400 Index holdings, but this range can fluctuate because the index has no constraints on number of holdings.

Grade (RS Rating)

Last Trade

$35.65

Average Daily Volume

393,572

Number of Holdings ^*

361

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	RECS
30 Days	3.75%	3.51%
60 Days	5.23%	5.75%
90 Days	7.06%	7.12%
12 Months	31.94%	35.12%

119 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in RECS	Overlap
AAPL	C	5.07%	8.2%	5.07%
ABBV	D	1.03%	0.55%	0.55%
ACI	C	0.16%	0.04%	0.04%
ADBE	C	0.14%	0.52%	0.14%
ALSN	B	0.6%	0.04%	0.04%
AMGN	D	0.2%	0.29%	0.2%
AMZN	C	3.51%	4.7%	3.51%
APP	B	0.21%	0.21%	0.21%
AXS	A	0.4%	0.04%	0.04%
AYI	B	0.04%	0.04%	0.04%
BAC	A	0.07%	1.67%	0.07%
BG	F	0.26%	0.06%	0.06%
BK	A	0.61%	0.3%	0.3%
BKNG	A	0.48%	0.6%	0.48%
BLK	C	0.13%	0.79%	0.13%
BMY	B	0.72%	0.73%	0.72%
BR	A	0.12%	0.11%	0.11%
C	A	0.09%	0.7%	0.09%
CACI	D	0.04%	0.04%	0.04%
CAT	B	0.23%	0.81%	0.23%
CBOE	B	0.64%	0.11%	0.11%
CL	D	0.64%	0.37%	0.37%
CMI	A	0.88%	0.21%	0.21%
COKE	C	0.11%	0.03%	0.03%
CRBG	B	0.28%	0.04%	0.04%
CRM	B	0.36%	0.74%	0.36%
CROX	D	0.08%	0.02%	0.02%
CRUS	D	0.02%	0.01%	0.01%
CRWD	B	0.2%	0.2%	0.2%
CSCO	B	0.31%	0.56%	0.31%
CSL	C	0.03%	0.09%	0.03%
CTAS	B	0.62%	0.32%	0.32%
CVX	A	0.92%	0.8%	0.8%
DBX	B	0.54%	0.02%	0.02%
DCI	B	0.34%	0.04%	0.04%
DDOG	A	0.13%	0.1%	0.1%
DELL	C	0.02%	0.09%	0.02%
DKS	C	0.12%	0.04%	0.04%
DTE	C	0.07%	0.19%	0.07%
DTM	B	0.04%	0.03%	0.03%
EA	A	0.48%	0.1%	0.1%
EIX	B	0.14%	0.24%	0.14%
EME	C	0.57%	0.11%	0.11%
EOG	A	0.43%	0.23%	0.23%
FANG	D	0.22%	0.1%	0.1%
FDX	B	0.25%	0.28%	0.25%
FOXA	B	0.26%	0.02%	0.02%
GILD	C	0.5%	0.19%	0.19%
GLPI	C	0.48%	0.07%	0.07%
GOOGL	C	3.92%	2.33%	2.33%
HCA	F	0.09%	0.4%	0.09%
HPQ	B	0.13%	0.09%	0.09%
HRB	D	0.38%	0.03%	0.03%
INGR	B	0.3%	0.05%	0.05%
INTU	C	0.26%	0.43%	0.26%
JHG	A	0.7%	0.03%	0.03%
JNJ	D	1.49%	2.34%	1.49%
JNPR	F	0.04%	0.03%	0.03%
JPM	A	0.92%	3.69%	0.92%
KMB	D	0.23%	0.23%	0.23%
LMT	D	0.32%	0.49%	0.32%
LRCX	F	0.16%	0.23%	0.16%
MANH	D	0.21%	0.04%	0.04%
MCK	B	0.38%	0.51%	0.38%
MDT	D	0.22%	0.68%	0.22%
META	D	1.88%	2.88%	1.88%
MMC	B	0.18%	0.58%	0.18%
MMM	D	0.16%	0.3%	0.16%
MO	A	1.11%	0.47%	0.47%
MPC	D	0.18%	0.16%	0.16%
MPWR	F	0.11%	0.06%	0.06%
MSFT	F	5.41%	7.47%	5.41%
MSI	B	0.16%	0.2%	0.16%
MTG	C	0.09%	0.03%	0.03%
NNN	D	0.22%	0.04%	0.04%
NOW	A	0.18%	0.5%	0.18%
NTAP	C	0.58%	0.06%	0.06%
NTNX	A	0.07%	0.04%	0.04%
NVDA	C	6.03%	8.6%	6.03%
NWSA	B	0.2%	0.03%	0.03%
NYT	C	0.23%	0.02%	0.02%
OC	A	0.11%	0.07%	0.07%
OGN	D	0.01%	0.02%	0.01%
OTIS	C	0.06%	0.17%	0.06%
PANW	C	0.16%	0.28%	0.16%
PAYX	C	0.05%	0.19%	0.05%
PKG	A	0.2%	0.17%	0.17%
PLTR	B	0.26%	0.33%	0.26%
PRU	A	0.22%	0.24%	0.22%
PYPL	B	0.02%	0.45%	0.02%
QCOM	F	0.49%	0.42%	0.42%
R	B	0.43%	0.03%	0.03%
REGN	F	0.03%	0.15%	0.03%
RHI	B	0.51%	0.03%	0.03%
RL	B	0.34%	0.03%	0.03%
RPM	A	0.45%	0.13%	0.13%
RYN	D	0.01%	0.02%	0.01%
SMAR	A	0.03%	0.02%	0.02%
SNA	A	0.06%	0.08%	0.06%
SPG	B	0.33%	0.31%	0.31%
STAG	F	0.33%	0.03%	0.03%
STT	A	0.15%	0.15%	0.15%
SWKS	F	0.05%	0.03%	0.03%
T	A	0.53%	0.37%	0.37%
TGT	F	0.04%	0.27%	0.04%
TJX	A	0.07%	0.48%	0.07%
TMO	F	0.16%	1.23%	0.16%
TPR	B	0.03%	0.04%	0.03%
TROW	B	0.53%	0.14%	0.14%
TT	A	0.14%	0.41%	0.14%
TXRH	C	0.49%	0.04%	0.04%
UBER	D	0.29%	0.6%	0.29%
VLO	C	0.21%	0.13%	0.13%
VRTX	F	0.36%	0.21%	0.21%
WFC	A	0.27%	1.38%	0.27%
WSM	B	0.09%	0.08%	0.08%
WTW	B	0.09%	0.17%	0.09%
XOM	B	1.05%	1.56%	1.05%
ZS	C	0.04%	0.04%	0.04%

HDUS Overweight 144 Positions Relative to RECS

Symbol	Grade	Weight
TSLA	B	1.36%
AVGO	D	1.31%
VZ	C	1.2%
PEP	F	1.18%
TXN	C	1.13%
LLY	F	0.93%
UNH	C	0.79%
LAMR	D	0.76%
IBM	C	0.71%
ORCL	B	0.69%
WMT	A	0.69%
KNF	A	0.67%
COST	B	0.63%
KVUE	A	0.63%
NFLX	A	0.6%
YUM	B	0.55%
CTSH	B	0.54%
ABT	B	0.51%
GDDY	A	0.47%
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%
IRM	D	0.43%
MS	A	0.41%
MCO	B	0.41%
ACN	C	0.4%
AMAT	F	0.39%
MLI	C	0.39%
PEG	A	0.38%
MUSA	A	0.38%
NXPI	D	0.37%
BAH	F	0.37%
RDN	C	0.36%
WST	C	0.35%
ADC	B	0.34%
FICO	B	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%
DGX	A	0.29%
KLAC	D	0.29%
MCD	D	0.29%
TRV	B	0.28%
AFL	B	0.28%
OMC	C	0.28%
SPGI	C	0.27%
RMD	C	0.27%
MRK	F	0.26%
EBAY	D	0.26%
VRSK	A	0.26%
TMUS	B	0.25%
FSS	B	0.25%
ETN	A	0.24%
HSY	F	0.23%
ESS	B	0.23%
CHRD	D	0.23%
ALV	C	0.22%
NEE	D	0.22%
WMB	A	0.21%
ABNB	C	0.21%
GWRE	A	0.21%
ALTR	B	0.21%
SO	D	0.2%
ORI	A	0.2%
PFE	D	0.19%
AXP	A	0.19%
LOW	D	0.19%
LNG	B	0.19%
NDAQ	A	0.18%
TSCO	D	0.17%
BJ	A	0.17%
HUBS	A	0.17%
CDNS	B	0.16%
FLEX	A	0.16%
GE	D	0.15%
GD	F	0.15%
AVB	B	0.14%
DY	D	0.14%
ZTS	D	0.14%
CSWI	A	0.14%
GLW	B	0.13%
TRGP	B	0.13%
CBT	C	0.13%
GEHC	F	0.13%
DUK	C	0.12%
PNC	B	0.12%
GS	A	0.11%
ECL	D	0.11%
DRI	B	0.11%
GNTX	C	0.1%
VRNS	D	0.1%
ESI	A	0.1%
NRG	B	0.1%
DASH	A	0.09%
LII	A	0.09%
GPC	D	0.09%
CMG	B	0.09%
TER	D	0.08%
CUBE	D	0.08%
EQR	B	0.08%
SYK	C	0.08%
DHR	F	0.08%
HLNE	B	0.07%
SBUX	A	0.07%
IT	C	0.07%
AMD	F	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%
INSP	D	0.04%
FNF	B	0.04%
RBLX	C	0.04%
MSCI	C	0.04%
EVR	B	0.03%
IBKR	A	0.03%
MORN	B	0.03%
JKHY	D	0.03%
JBHT	C	0.02%
ISRG	A	0.02%
GM	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%
EGP	F	0.01%

HDUS Underweight 242 Positions Relative to RECS

Symbol	Grade	Weight
PG	A	-1.98%
GOOG	C	-1.97%
PM	B	-1.01%
FI	A	-0.66%
UNP	C	-0.61%
CI	F	-0.57%
ADP	B	-0.52%
DIS	B	-0.48%
AMT	D	-0.48%
EQIX	A	-0.45%
CME	A	-0.44%
BDX	F	-0.41%
UPS	C	-0.41%
VST	B	-0.4%
PH	A	-0.38%
WM	A	-0.37%
PCG	A	-0.34%
XEL	A	-0.29%
EXC	C	-0.29%
CSX	B	-0.29%
NUE	C	-0.27%
ALL	A	-0.27%
PCAR	B	-0.25%
ANET	C	-0.25%
COR	B	-0.25%
MET	A	-0.25%
ETR	B	-0.24%
PPG	F	-0.22%
HLT	A	-0.22%
VRT	B	-0.21%
CNC	D	-0.2%
CAH	B	-0.19%
KR	B	-0.19%
RCL	A	-0.19%
DAL	C	-0.18%
AEE	A	-0.18%
FITB	A	-0.17%
DHI	D	-0.17%
GIS	D	-0.17%
SPOT	B	-0.16%
CSGP	D	-0.16%
PSX	C	-0.16%
ROST	C	-0.16%
STLD	B	-0.16%
RJF	A	-0.16%
LYB	F	-0.16%
WAB	B	-0.15%
FCNCA	A	-0.15%
MTD	D	-0.15%
GPN	B	-0.15%
UAL	A	-0.14%
SYF	B	-0.14%
RS	B	-0.14%
LEN	D	-0.14%
ZBH	C	-0.14%
FTNT	C	-0.14%
TTD	B	-0.13%
CF	B	-0.13%
ADM	D	-0.13%
LULU	C	-0.13%
KHC	F	-0.13%
SBAC	D	-0.12%
NI	A	-0.12%
EVRG	A	-0.11%
INVH	D	-0.11%
FTV	C	-0.11%
HOLX	D	-0.11%
WY	D	-0.11%
DECK	A	-0.1%
VTRS	A	-0.1%
OXY	D	-0.1%
K	A	-0.1%
BAX	D	-0.1%
EG	C	-0.09%
CCL	B	-0.09%
CVNA	B	-0.09%
TEAM	A	-0.09%
THC	D	-0.09%
PHM	D	-0.09%
LDOS	C	-0.09%
BLDR	D	-0.09%
ARE	D	-0.09%
EWBC	A	-0.08%
RGA	A	-0.08%
L	A	-0.08%
EXPE	B	-0.08%
EQH	B	-0.08%
NVR	D	-0.08%
AVTR	F	-0.08%
SSNC	B	-0.07%
FIX	A	-0.07%
JEF	A	-0.07%
HPE	B	-0.07%
EXPD	D	-0.07%
AES	F	-0.07%
UNM	A	-0.07%
MAS	D	-0.07%
EXP	A	-0.07%
SWK	D	-0.06%
FHN	A	-0.06%
CTRA	B	-0.06%
AIZ	A	-0.06%
BURL	A	-0.06%
CE	F	-0.06%
QGEN	D	-0.06%
LVS	C	-0.06%
SF	B	-0.06%
MOS	F	-0.06%
JLL	D	-0.06%
SOLV	C	-0.06%
HST	C	-0.06%
CAG	D	-0.06%
ACM	A	-0.06%
WPC	D	-0.06%
RPRX	D	-0.06%
AMH	D	-0.06%
ZION	B	-0.05%
MRO	B	-0.05%
BRX	A	-0.05%
LECO	B	-0.05%
MEDP	D	-0.05%
BRBR	A	-0.05%
GL	B	-0.05%
ZM	B	-0.05%
TAP	C	-0.05%
ITT	A	-0.05%
TOL	B	-0.05%
LPX	B	-0.05%
CW	B	-0.05%
ALNY	D	-0.05%
FTI	A	-0.04%
APG	B	-0.04%
NTRA	B	-0.04%
ARMK	B	-0.04%
CNM	D	-0.04%
OLN	D	-0.04%
AOS	F	-0.04%
GEN	B	-0.04%
DOCU	A	-0.04%
UGI	A	-0.04%
VRSN	F	-0.04%
SON	D	-0.04%
PSTG	D	-0.04%
BLD	D	-0.04%
WCC	B	-0.04%
BIIB	F	-0.04%
PINS	D	-0.04%
CLF	F	-0.04%
ELAN	D	-0.04%
SEIC	B	-0.04%
GNRC	B	-0.04%
WTFC	A	-0.04%
JAZZ	B	-0.04%
MHK	D	-0.03%
SAIC	F	-0.03%
OZK	B	-0.03%
SLM	A	-0.03%
SKX	D	-0.03%
AMG	B	-0.03%
ASH	D	-0.03%
ESAB	B	-0.03%
LNW	D	-0.03%
MGM	D	-0.03%
LNC	B	-0.03%
MIDD	C	-0.03%
KEX	C	-0.03%
UTHR	C	-0.03%
WLK	D	-0.03%
BEN	C	-0.03%
WYNN	D	-0.03%
FFIV	B	-0.03%
COLB	A	-0.03%
G	B	-0.03%
FLS	B	-0.03%
XP	F	-0.03%
QRVO	F	-0.02%
AZTA	D	-0.02%
PK	B	-0.02%
CIVI	D	-0.02%
VIRT	B	-0.02%
MSM	C	-0.02%
GTLB	B	-0.02%
CWEN	C	-0.02%
EPR	D	-0.02%
LSCC	D	-0.02%
HIW	D	-0.02%
EXAS	D	-0.02%
MTCH	D	-0.02%
WFRD	D	-0.02%
EXEL	B	-0.02%
GTES	A	-0.02%
WU	D	-0.02%
DINO	D	-0.02%
LEA	D	-0.02%
PVH	C	-0.02%
ROKU	D	-0.02%
THO	B	-0.02%
BILL	A	-0.02%
INCY	C	-0.02%
BMRN	D	-0.02%
MRNA	F	-0.02%
H	B	-0.02%
CIEN	B	-0.02%
SNX	C	-0.02%
KRC	C	-0.02%
EEFT	B	-0.02%
PRGO	B	-0.02%
XRAY	F	-0.02%
NBIX	C	-0.02%
SMG	D	-0.02%
WH	B	-0.02%
NEU	C	-0.02%
MSA	D	-0.02%
CNA	B	-0.01%
APLS	D	-0.01%
CRI	D	-0.01%
ALGM	D	-0.01%
CWEN	C	-0.01%
RARE	D	-0.01%
AMKR	D	-0.01%
REYN	D	-0.01%
ADTN	A	-0.01%
NWS	B	-0.01%
ROIV	C	-0.01%
COLM	B	-0.01%
IONS	F	-0.01%
PEGA	A	-0.01%
SAM	C	-0.01%
VKTX	F	-0.01%
PPC	C	-0.01%
TNL	A	-0.01%
MAN	D	-0.01%
PATH	C	-0.01%
FOX	A	-0.01%
SRPT	D	-0.01%
M	D	-0.01%
PINC	B	-0.01%
GAP	C	-0.01%
PLTK	B	-0.0%
SEB	F	-0.0%
DDS	B	-0.0%
LEN	D	-0.0%