HDUS vs. SPMO ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to PowerShares S&P 500 Momentum Portfolio (SPMO)
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
SPMO

PowerShares S&P 500 Momentum Portfolio

SPMO Description The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "momentum score." In general, momentum is the tendency of an investment to exhibit persistence in its relative performance. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$95.58

Average Daily Volume

717,934

Number of Holdings *

98

* may have additional holdings in another (foreign) market
Performance
Period HDUS SPMO
30 Days 3.75% 2.84%
60 Days 5.23% 5.10%
90 Days 7.06% 6.74%
12 Months 31.94% 54.82%
57 Overlapping Holdings
Symbol Grade Weight in HDUS Weight in SPMO Overlap
AFL B 0.28% 0.38% 0.28%
AMGN D 0.2% 1.04% 0.2%
AMZN C 3.51% 9.74% 3.51%
APH A 0.46% 0.65% 0.46%
AVGO D 1.31% 5.46% 1.31%
AXP A 0.19% 1.39% 0.19%
BK A 0.61% 0.54% 0.54%
BR A 0.12% 0.15% 0.12%
BRK.A B 0.46% 6.07% 0.46%
BSX B 0.32% 0.98% 0.32%
C A 0.09% 0.89% 0.09%
CB C 0.44% 0.84% 0.44%
CBOE B 0.64% 0.13% 0.13%
CL D 0.64% 0.62% 0.62%
CMG B 0.09% 0.47% 0.09%
COST B 0.63% 3.79% 0.63%
CTAS B 0.62% 0.72% 0.62%
ECL D 0.11% 0.33% 0.11%
ETN A 0.24% 0.96% 0.24%
FANG D 0.22% 0.22% 0.22%
FICO B 0.33% 0.57% 0.33%
GD F 0.15% 0.55% 0.15%
GDDY A 0.47% 0.31% 0.31%
GE D 0.15% 2.09% 0.15%
GS A 0.11% 1.47% 0.11%
IBM C 0.71% 1.27% 0.71%
IRM D 0.43% 0.37% 0.37%
IT C 0.07% 0.24% 0.07%
JPM A 0.92% 5.38% 0.92%
KKR A 0.06% 1.23% 0.06%
KLAC D 0.29% 0.53% 0.29%
KMI A 0.32% 0.32% 0.32%
LLY F 0.93% 5.19% 0.93%
MCK B 0.38% 0.81% 0.38%
META D 1.88% 6.24% 1.88%
MPC D 0.18% 0.27% 0.18%
MSI B 0.16% 0.67% 0.16%
NDAQ A 0.18% 0.21% 0.18%
NRG B 0.1% 0.23% 0.1%
NTAP C 0.58% 0.19% 0.19%
NVDA C 6.03% 10.2% 6.03%
NWSA B 0.2% 0.07% 0.07%
PEG A 0.38% 0.27% 0.27%
PGR A 0.32% 1.61% 0.32%
PKG A 0.2% 0.14% 0.14%
PRU A 0.22% 0.33% 0.22%
REGN F 0.03% 0.72% 0.03%
RTX C 0.32% 1.01% 0.32%
T A 0.53% 1.15% 0.53%
TJX A 0.07% 0.99% 0.07%
TMUS B 0.25% 0.99% 0.25%
TRGP B 0.13% 0.47% 0.13%
TT A 0.14% 0.85% 0.14%
VRTX F 0.36% 0.77% 0.36%
WMB A 0.21% 0.45% 0.21%
WMT A 0.69% 2.39% 0.69%
WTW B 0.09% 0.2% 0.09%
HDUS Overweight 206 Positions Relative to SPMO
Symbol Grade Weight
MSFT F 5.41%
AAPL C 5.07%
GOOGL C 3.92%
JNJ D 1.49%
TSLA B 1.36%
VZ C 1.2%
PEP F 1.18%
TXN C 1.13%
MO A 1.11%
XOM B 1.05%
ABBV D 1.03%
CVX A 0.92%
CMI A 0.88%
UNH C 0.79%
LAMR D 0.76%
BMY B 0.72%
JHG A 0.7%
ORCL B 0.69%
KNF A 0.67%
KVUE A 0.63%
NFLX A 0.6%
ALSN B 0.6%
EME C 0.57%
YUM B 0.55%
CTSH B 0.54%
DBX B 0.54%
TROW B 0.53%
RHI B 0.51%
ABT B 0.51%
GILD C 0.5%
TXRH C 0.49%
QCOM F 0.49%
GLPI C 0.48%
EA A 0.48%
BKNG A 0.48%
STWD C 0.47%
HD A 0.46%
SHW A 0.46%
RPM A 0.45%
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%
HRB D 0.38%
NXPI D 0.37%
BAH F 0.37%
CRM B 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%
STAG F 0.33%
AGNC D 0.33%
LMT D 0.32%
OHI C 0.31%
CSCO B 0.31%
CHRW C 0.3%
COP C 0.3%
INGR B 0.3%
DGX A 0.29%
UBER D 0.29%
MCD D 0.29%
TRV B 0.28%
OMC C 0.28%
CRBG B 0.28%
WFC A 0.27%
SPGI C 0.27%
RMD C 0.27%
PLTR B 0.26%
BG F 0.26%
MRK F 0.26%
INTU C 0.26%
FOXA B 0.26%
EBAY D 0.26%
VRSK A 0.26%
FDX B 0.25%
FSS B 0.25%
NYT C 0.23%
HSY F 0.23%
CAT B 0.23%
ESS B 0.23%
KMB D 0.23%
CHRD D 0.23%
ALV C 0.22%
MDT D 0.22%
NEE D 0.22%
NNN D 0.22%
VLO C 0.21%
APP B 0.21%
MANH D 0.21%
ABNB C 0.21%
GWRE A 0.21%
ALTR B 0.21%
CRWD B 0.2%
SO D 0.2%
ORI A 0.2%
PFE D 0.19%
LOW D 0.19%
LNG B 0.19%
MMC B 0.18%
NOW A 0.18%
TSCO D 0.17%
BJ A 0.17%
HUBS A 0.17%
CDNS B 0.16%
PANW C 0.16%
ACI C 0.16%
TMO F 0.16%
LRCX F 0.16%
FLEX A 0.16%
MMM D 0.16%
STT A 0.15%
AVB B 0.14%
ADBE C 0.14%
DY D 0.14%
ZTS D 0.14%
CSWI A 0.14%
EIX B 0.14%
GLW B 0.13%
CBT C 0.13%
GEHC F 0.13%
HPQ B 0.13%
DDOG A 0.13%
BLK C 0.13%
DUK C 0.12%
PNC B 0.12%
DKS C 0.12%
OC A 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%
MTG C 0.09%
HCA F 0.09%
DASH A 0.09%
WSM B 0.09%
LII A 0.09%
GPC D 0.09%
TER D 0.08%
CUBE D 0.08%
EQR B 0.08%
SYK C 0.08%
DHR F 0.08%
CROX D 0.08%
HLNE B 0.07%
SBUX A 0.07%
DTE C 0.07%
AMD F 0.07%
NTNX A 0.07%
BAC A 0.07%
CPB D 0.07%
OTIS C 0.06%
SNA A 0.06%
BBY D 0.06%
SNPS B 0.05%
ODFL B 0.05%
PAYX C 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%
TGT F 0.04%
JNPR F 0.04%
AYI B 0.04%
MSCI C 0.04%
EVR B 0.03%
TPR B 0.03%
IBKR A 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 41 Positions Relative to SPMO
Symbol Grade Weight
ANET C -0.92%
FI A -0.78%
ICE C -0.65%
VST B -0.59%
CEG D -0.58%
WELL A -0.57%
TDG D -0.56%
PH A -0.52%
ALL A -0.46%
AJG B -0.44%
WM A -0.44%
HWM A -0.44%
HLT A -0.43%
HIG B -0.38%
OKE A -0.38%
URI B -0.36%
IR B -0.34%
RSG A -0.33%
AIG B -0.33%
GWW B -0.32%
AXON A -0.3%
PSX C -0.3%
GRMN B -0.29%
RCL A -0.28%
COR B -0.26%
WAB B -0.22%
LDOS C -0.21%
VLTO D -0.21%
BRO B -0.21%
FITB A -0.2%
MLM B -0.19%
PHM D -0.18%
SYF B -0.17%
DECK A -0.17%
TYL B -0.16%
NVR D -0.15%
STX D -0.15%
WRB A -0.12%
L A -0.11%
UHS D -0.09%
NWS B -0.02%
Compare ETFs