HDUS vs. SHRT ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to Gotham Short Strategies ETF (SHRT)

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

SHRT

Gotham Short Strategies ETF

SHRT Description

The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing under normal circumstances in long and short positions of equity and equity-related securities (i.e., swaps), primarily of companies traded on U.S. markets. The fund"s sub-adviser, Gotham Asset Management, LLC ("Gotham" or the "Sub-Adviser") seeks to maintain the fund"s net equity exposure, which is the value of the fund"s long positions minus its short positions, at approximately 50% net short.

Grade (RS Rating)

Last Trade

$7.55

Average Daily Volume

2,487

Number of Holdings ^*

200

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	SHRT
30 Days	3.75%	-7.59%
60 Days	5.23%	-8.76%
90 Days	7.06%	-8.43%
12 Months	31.94%	-6.99%

39 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in SHRT	Overlap
ABBV	D	1.02%	0.48%	0.48%
AMAT	F	0.36%	0.31%	0.31%
BAH	F	0.35%	0.2%	0.2%
CL	D	0.67%	0.63%	0.63%
CROX	D	0.08%	0.64%	0.08%
CRUS	D	0.02%	1.26%	0.02%
CVX	A	0.92%	1.31%	0.92%
DTM	B	0.04%	0.04%	0.04%
ECL	D	0.11%	0.5%	0.11%
EME	C	0.59%	0.5%	0.5%
EOG	A	0.44%	1.12%	0.44%
ESI	A	0.1%	0.16%	0.1%
FOXA	B	0.25%	0.18%	0.18%
FSS	B	0.26%	0.47%	0.26%
GD	F	0.14%	0.33%	0.14%
GDDY	A	0.49%	0.16%	0.16%
GEHC	F	0.13%	0.01%	0.01%
GM	B	0.02%	2.09%	0.02%
INGR	B	0.29%	0.73%	0.29%
ISRG	A	0.02%	0.12%	0.02%
JBHT	C	0.02%	0.9%	0.02%
KLAC	D	0.28%	0.8%	0.28%
LII	A	0.09%	0.84%	0.09%
LKQ	D	0.01%	0.3%	0.01%
LRCX	F	0.15%	1.84%	0.15%
MPWR	F	0.11%	0.03%	0.03%
PFE	D	0.19%	0.65%	0.19%
R	B	0.42%	0.01%	0.01%
REGN	F	0.03%	0.08%	0.03%
SO	D	0.2%	0.27%	0.2%
SWKS	F	0.05%	1.21%	0.05%
SYK	C	0.08%	0.23%	0.08%
TER	D	0.07%	0.02%	0.02%
TGT	F	0.03%	2.05%	0.03%
TMO	F	0.15%	0.12%	0.12%
TXRH	C	0.48%	0.25%	0.25%
UBER	D	0.29%	0.03%	0.03%
WSM	B	0.12%	0.23%	0.12%
ZTS	D	0.15%	0.33%	0.15%

HDUS Overweight 224 Positions Relative to SHRT

Symbol	Grade	Weight
NVDA	C	6.03%
MSFT	F	5.29%
AAPL	C	5.11%
GOOGL	C	3.95%
AMZN	C	3.39%
META	D	1.85%
JNJ	D	1.51%
TSLA	B	1.5%
AVGO	D	1.26%
VZ	C	1.24%
PEP	F	1.14%
MO	A	1.12%
TXN	C	1.09%
XOM	B	1.05%
JPM	A	0.92%
LLY	F	0.89%
CMI	A	0.88%
UNH	C	0.8%
LAMR	D	0.77%
IBM	C	0.73%
BMY	B	0.72%
WMT	A	0.71%
ORCL	B	0.7%
KNF	A	0.69%
JHG	A	0.68%
CBOE	B	0.68%
COST	B	0.64%
KVUE	A	0.64%
CTAS	B	0.63%
NFLX	A	0.63%
NTAP	C	0.61%
BK	A	0.61%
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%
STWD	C	0.48%
GILD	C	0.48%
QCOM	F	0.47%
KO	D	0.46%
HD	A	0.46%
BRK.A	B	0.46%
SHW	A	0.45%
IRM	D	0.45%
APH	A	0.45%
RPM	A	0.44%
CB	C	0.43%
MCO	B	0.41%
MS	A	0.41%
AXS	A	0.41%
MLI	C	0.4%
MCK	B	0.39%
ACN	C	0.39%
PEG	A	0.39%
MUSA	A	0.38%
HRB	D	0.37%
NXPI	D	0.36%
ADC	B	0.35%
CRM	B	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%
SPG	B	0.33%
RTX	C	0.32%
PGR	A	0.32%
LMT	D	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%
TRV	B	0.28%
AFL	B	0.28%
MCD	D	0.28%
SPGI	C	0.27%
WFC	A	0.27%
MRK	F	0.26%
EBAY	D	0.26%
VRSK	A	0.26%
BG	F	0.26%
OMC	C	0.26%
FDX	B	0.25%
TMUS	B	0.25%
APP	B	0.25%
ETN	A	0.24%
KMB	D	0.24%
INTU	C	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%
NEE	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%
LNG	B	0.2%
NDAQ	A	0.19%
LOW	D	0.19%
AXP	A	0.19%
HUBS	A	0.18%
NOW	A	0.18%
MPC	D	0.18%
MMC	B	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%
MSI	B	0.16%
GE	D	0.15%
CSWI	A	0.15%
STT	A	0.15%
EIX	B	0.15%
DY	D	0.14%
AVB	B	0.14%
TT	A	0.14%
GLW	B	0.13%
HPQ	B	0.13%
BLK	C	0.13%
ADBE	C	0.13%
DDOG	A	0.13%
TRGP	B	0.13%
COKE	C	0.12%
PNC	B	0.12%
BR	A	0.12%
DKS	C	0.12%
DUK	C	0.12%
CBT	C	0.12%
GS	A	0.11%
OC	A	0.11%
DRI	B	0.11%
NRG	B	0.1%
HCA	F	0.09%
WTW	B	0.09%
MTG	C	0.09%
DASH	A	0.09%
GPC	D	0.09%
VRNS	D	0.09%
GNTX	C	0.09%
CMG	B	0.09%
C	A	0.09%
CUBE	D	0.08%
EQR	B	0.08%
DHR	F	0.08%
SBUX	A	0.07%
COIN	C	0.07%
HLNE	B	0.07%
IT	C	0.07%
DTE	C	0.07%
AMD	F	0.07%
TJX	A	0.07%
NTNX	A	0.07%
CPB	D	0.07%
BAC	A	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%
SMAR	A	0.04%
CACI	D	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%
MSCI	C	0.04%
ODFL	B	0.04%
SNPS	B	0.04%
TPR	B	0.03%
EVR	B	0.03%
IBKR	A	0.03%
MORN	B	0.03%
CSL	C	0.03%
JKHY	D	0.03%
DELL	C	0.02%
PYPL	B	0.02%
NET	B	0.02%
FR	C	0.02%
OGE	B	0.02%
TMDX	F	0.01%
SNOW	C	0.01%
OGN	D	0.01%
CINF	A	0.01%
EGP	F	0.01%
RYN	D	0.01%

HDUS Underweight 161 Positions Relative to SHRT

Symbol	Grade	Weight
THC	D	-1.9%
LPX	B	-1.65%
FMC	D	-1.45%
BIIB	F	-1.36%
CHWY	B	-1.34%
TSN	B	-1.15%
ELAN	D	-1.13%
RVTY	F	-1.12%
PPC	C	-1.09%
GTLS	B	-1.08%
QGEN	D	-1.01%
ZBRA	B	-1.0%
WBA	F	-0.92%
QRVO	F	-0.88%
MATX	C	-0.83%
MU	D	-0.82%
CHTR	C	-0.82%
JCI	C	-0.81%
NOC	D	-0.81%
MTZ	B	-0.8%
D	C	-0.8%
UPS	C	-0.8%
UHS	D	-0.8%
TKO	B	-0.78%
CTLT	B	-0.75%
FCX	D	-0.71%
MKSI	C	-0.71%
CEG	D	-0.69%
OVV	B	-0.69%
ICUI	D	-0.67%
STX	D	-0.66%
WDC	D	-0.65%
LHX	C	-0.65%
J	F	-0.63%
MOH	F	-0.63%
BALL	D	-0.62%
MUR	D	-0.61%
MRO	B	-0.59%
HOLX	D	-0.58%
ENPH	F	-0.57%
KMX	B	-0.56%
EL	F	-0.56%
RGEN	D	-0.55%
POST	C	-0.55%
ANET	C	-0.51%
AVNT	B	-0.5%
CNX	A	-0.5%
AVTR	F	-0.49%
NCLH	B	-0.48%
CLX	B	-0.46%
EXEL	B	-0.46%
SCCO	F	-0.45%
TPX	B	-0.44%
HALO	F	-0.44%
GNRC	B	-0.43%
BMRN	D	-0.42%
CCK	C	-0.4%
MAS	D	-0.39%
SLGN	A	-0.38%
LTH	C	-0.37%
VMC	B	-0.36%
HAS	D	-0.35%
NSC	B	-0.35%
DD	D	-0.35%
CF	B	-0.34%
TRU	D	-0.34%
IQV	D	-0.33%
MSGS	A	-0.32%
VMI	B	-0.32%
CI	F	-0.31%
XRAY	F	-0.31%
JAZZ	B	-0.3%
HES	B	-0.3%
TWLO	A	-0.29%
BLD	D	-0.29%
MMS	F	-0.29%
CTRA	B	-0.27%
EMR	A	-0.26%
UI	A	-0.26%
ONTO	D	-0.26%
ASH	D	-0.24%
BPMC	C	-0.24%
SKYW	B	-0.23%
ILMN	D	-0.22%
NFG	A	-0.22%
LEVI	F	-0.22%
ALLE	D	-0.21%
FLS	B	-0.21%
PSN	D	-0.21%
HIMS	B	-0.2%
EFX	F	-0.2%
COTY	F	-0.2%
MRVL	B	-0.2%
EW	C	-0.19%
TYL	B	-0.19%
CHDN	B	-0.18%
H	B	-0.17%
NBIX	C	-0.17%
ALKS	B	-0.17%
GFS	C	-0.16%
ACIW	B	-0.16%
EMN	D	-0.16%
ADMA	B	-0.15%
APPF	B	-0.15%
KTB	B	-0.15%
VTRS	A	-0.14%
VLTO	D	-0.14%
SHAK	C	-0.14%
RKLB	B	-0.13%
SWX	B	-0.13%
LYFT	C	-0.13%
INFA	D	-0.12%
PODD	C	-0.11%
GMED	A	-0.11%
CNI	D	-0.11%
IDXX	F	-0.11%
PNR	A	-0.1%
IPG	D	-0.1%
AWI	A	-0.09%
FCN	D	-0.09%
SEM	B	-0.09%
OLED	D	-0.09%
TPL	A	-0.09%
KEX	C	-0.09%
PEN	B	-0.09%
SPOT	B	-0.08%
RGLD	C	-0.08%
PLXS	B	-0.08%
IGT	F	-0.08%
NOV	C	-0.08%
PTC	A	-0.07%
CHD	B	-0.07%
CWAN	B	-0.07%
ABG	B	-0.07%
VRSN	F	-0.07%
ROST	C	-0.06%
PRIM	A	-0.06%
SNDR	B	-0.05%
NXST	C	-0.05%
QTWO	A	-0.05%
FTDR	A	-0.04%
NTRA	B	-0.03%
CMC	B	-0.03%
PWR	A	-0.02%
AOS	F	-0.02%
DNB	B	-0.02%
BFAM	D	-0.02%
HSIC	B	-0.02%
APG	B	-0.02%
MTCH	D	-0.02%
TTEK	F	-0.02%
BLDR	D	-0.02%
RUSHA	C	-0.01%
IAC	D	-0.01%
SITM	B	-0.01%
DOX	D	-0.01%
ZBH	C	-0.01%
EHC	B	-0.01%
DVA	B	-0.01%
OPCH	D	-0.01%
CRVL	A	-0.0%