HDUS vs. SPXL ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to Direxion Daily S&P 500 Bull 3X Shares (SPXL)

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

SPXL

Direxion Daily S&P 500 Bull 3X Shares

SPXL Description

The investment seeks daily investment results, before fees and expenses, of 300% of the performance of the S&P 500Â® Index. The fund, under normal circumstances, creates long positions by investing at least 80% of its assets in the securities that comprise the S&P 500Â® Index ("index") and/or financial instruments that provide leveraged and unleveraged exposure to the index. The index is a capitalization-weighted index composed of 500 domestic common stocks. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$178.74

Average Daily Volume

3,068,713

Number of Holdings ^*

499

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	SPXL
30 Days	3.75%	7.81%
60 Days	5.23%	11.28%
90 Days	7.06%	15.17%
12 Months	31.94%	96.68%

180 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in SPXL	Overlap
AAPL	C	5.07%	4.54%	4.54%
ABBV	D	1.03%	0.39%	0.39%
ABNB	C	0.21%	0.08%	0.08%
ABT	B	0.51%	0.26%	0.26%
ACN	C	0.4%	0.3%	0.3%
ADBE	C	0.14%	0.31%	0.14%
AFL	B	0.28%	0.07%	0.07%
AMAT	F	0.39%	0.2%	0.2%
AMD	F	0.07%	0.29%	0.07%
AMGN	D	0.2%	0.21%	0.2%
AMZN	C	3.51%	2.58%	2.58%
APH	A	0.46%	0.11%	0.11%
AVB	B	0.14%	0.04%	0.04%
AVGO	D	1.31%	1.04%	1.04%
AXP	A	0.19%	0.21%	0.19%
BAC	A	0.07%	0.41%	0.07%
BBY	D	0.06%	0.02%	0.02%
BG	F	0.26%	0.02%	0.02%
BK	A	0.61%	0.07%	0.07%
BKNG	A	0.48%	0.22%	0.22%
BLK	C	0.13%	0.19%	0.13%
BMY	B	0.72%	0.16%	0.16%
BR	A	0.12%	0.03%	0.03%
BRK.A	B	0.46%	1.12%	0.46%
BSX	B	0.32%	0.17%	0.17%
C	A	0.09%	0.17%	0.09%
CAT	B	0.23%	0.25%	0.23%
CB	C	0.44%	0.14%	0.14%
CBOE	B	0.64%	0.03%	0.03%
CDNS	B	0.16%	0.11%	0.11%
CHRW	C	0.3%	0.02%	0.02%
CINF	A	0.01%	0.03%	0.01%
CL	D	0.64%	0.1%	0.1%
CMG	B	0.09%	0.11%	0.09%
CMI	A	0.88%	0.07%	0.07%
COP	C	0.3%	0.17%	0.17%
COST	B	0.63%	0.54%	0.54%
CPB	D	0.07%	0.01%	0.01%
CRM	B	0.36%	0.42%	0.36%
CRWD	B	0.2%	0.1%	0.1%
CSCO	B	0.31%	0.31%	0.31%
CTAS	B	0.62%	0.1%	0.1%
CTSH	B	0.54%	0.05%	0.05%
CVX	A	0.92%	0.36%	0.36%
DELL	C	0.02%	0.05%	0.02%
DGX	A	0.29%	0.02%	0.02%
DHR	F	0.08%	0.2%	0.08%
DRI	B	0.11%	0.03%	0.03%
DTE	C	0.07%	0.03%	0.03%
DUK	C	0.12%	0.11%	0.11%
EA	A	0.48%	0.05%	0.05%
EBAY	D	0.26%	0.04%	0.04%
ECL	D	0.11%	0.08%	0.08%
EIX	B	0.14%	0.04%	0.04%
EOG	A	0.43%	0.1%	0.1%
EQR	B	0.08%	0.03%	0.03%
ESS	B	0.23%	0.03%	0.03%
ETN	A	0.24%	0.19%	0.19%
FANG	D	0.22%	0.04%	0.04%
FDX	B	0.25%	0.09%	0.09%
FICO	B	0.33%	0.07%	0.07%
FOXA	B	0.26%	0.01%	0.01%
GD	F	0.15%	0.1%	0.1%
GDDY	A	0.47%	0.03%	0.03%
GE	D	0.15%	0.25%	0.15%
GEHC	F	0.13%	0.05%	0.05%
GILD	C	0.5%	0.15%	0.15%
GLW	B	0.13%	0.05%	0.05%
GM	B	0.02%	0.08%	0.02%
GOOGL	C	3.92%	1.35%	1.35%
GPC	D	0.09%	0.02%	0.02%
GS	A	0.11%	0.24%	0.11%
HCA	F	0.09%	0.08%	0.08%
HD	A	0.46%	0.53%	0.46%
HPQ	B	0.13%	0.05%	0.05%
HSY	F	0.23%	0.03%	0.03%
IBM	C	0.71%	0.25%	0.25%
INTU	C	0.26%	0.26%	0.26%
IRM	D	0.43%	0.04%	0.04%
ISRG	A	0.02%	0.25%	0.02%
IT	C	0.07%	0.05%	0.05%
JBHT	C	0.02%	0.02%	0.02%
JKHY	D	0.03%	0.02%	0.02%
JNJ	D	1.49%	0.48%	0.48%
JNPR	F	0.04%	0.02%	0.02%
JPM	A	0.92%	0.9%	0.9%
KKR	A	0.06%	0.13%	0.06%
KLAC	D	0.29%	0.11%	0.11%
KMB	D	0.23%	0.06%	0.06%
KMI	A	0.32%	0.07%	0.07%
KO	D	0.44%	0.32%	0.32%
KVUE	A	0.63%	0.06%	0.06%
LKQ	D	0.01%	0.01%	0.01%
LLY	F	0.93%	0.81%	0.81%
LMT	D	0.32%	0.15%	0.15%
LOW	D	0.19%	0.2%	0.19%
LRCX	F	0.16%	0.13%	0.13%
MCD	D	0.29%	0.28%	0.28%
MCK	B	0.38%	0.1%	0.1%
MCO	B	0.41%	0.1%	0.1%
MDT	D	0.22%	0.14%	0.14%
META	D	1.88%	1.65%	1.65%
MMC	B	0.18%	0.14%	0.14%
MMM	D	0.16%	0.1%	0.1%
MO	A	1.11%	0.12%	0.12%
MPC	D	0.18%	0.07%	0.07%
MPWR	F	0.11%	0.04%	0.04%
MRK	F	0.26%	0.33%	0.26%
MS	A	0.41%	0.22%	0.22%
MSCI	C	0.04%	0.06%	0.04%
MSFT	F	5.41%	4.15%	4.15%
MSI	B	0.16%	0.11%	0.11%
NDAQ	A	0.18%	0.04%	0.04%
NEE	D	0.22%	0.2%	0.2%
NFLX	A	0.6%	0.47%	0.47%
NOW	A	0.18%	0.28%	0.18%
NRG	B	0.1%	0.02%	0.02%
NTAP	C	0.58%	0.03%	0.03%
NVDA	C	6.03%	4.72%	4.72%
NWSA	B	0.2%	0.01%	0.01%
NXPI	D	0.37%	0.07%	0.07%
ODFL	B	0.05%	0.06%	0.05%
OMC	C	0.28%	0.03%	0.03%
ORCL	B	0.69%	0.39%	0.39%
OTIS	C	0.06%	0.05%	0.05%
PANW	C	0.16%	0.17%	0.16%
PAYX	C	0.05%	0.06%	0.05%
PEG	A	0.38%	0.06%	0.06%
PEP	F	1.18%	0.3%	0.3%
PFE	D	0.19%	0.19%	0.19%
PGR	A	0.32%	0.2%	0.2%
PKG	A	0.2%	0.03%	0.03%
PLTR	B	0.26%	0.16%	0.16%
PNC	B	0.12%	0.11%	0.11%
PRU	A	0.22%	0.06%	0.06%
PYPL	B	0.02%	0.11%	0.02%
QCOM	F	0.49%	0.24%	0.24%
REGN	F	0.03%	0.11%	0.03%
RL	B	0.34%	0.01%	0.01%
RMD	C	0.27%	0.04%	0.04%
RTX	C	0.32%	0.21%	0.21%
SBUX	A	0.07%	0.15%	0.07%
SHW	A	0.46%	0.12%	0.12%
SNA	A	0.06%	0.02%	0.02%
SNPS	B	0.05%	0.11%	0.05%
SO	D	0.2%	0.12%	0.12%
SPG	B	0.33%	0.07%	0.07%
SPGI	C	0.27%	0.21%	0.21%
STT	A	0.15%	0.04%	0.04%
SWKS	F	0.05%	0.02%	0.02%
SYK	C	0.08%	0.17%	0.08%
T	A	0.53%	0.21%	0.21%
TER	D	0.08%	0.02%	0.02%
TFC	A	0.05%	0.08%	0.05%
TGT	F	0.04%	0.09%	0.04%
TJX	A	0.07%	0.18%	0.07%
TMO	F	0.16%	0.27%	0.16%
TMUS	B	0.25%	0.15%	0.15%
TPR	B	0.03%	0.02%	0.02%
TRGP	B	0.13%	0.05%	0.05%
TROW	B	0.53%	0.03%	0.03%
TRV	B	0.28%	0.08%	0.08%
TSCO	D	0.17%	0.04%	0.04%
TSLA	B	1.36%	1.13%	1.13%
TT	A	0.14%	0.12%	0.12%
TXN	C	1.13%	0.25%	0.25%
UBER	D	0.29%	0.2%	0.2%
UNH	C	0.79%	0.72%	0.72%
VLO	C	0.21%	0.06%	0.06%
VRSK	A	0.26%	0.05%	0.05%
VRTX	F	0.36%	0.16%	0.16%
VZ	C	1.2%	0.23%	0.23%
WFC	A	0.27%	0.32%	0.27%
WMB	A	0.21%	0.09%	0.09%
WMT	A	0.69%	0.48%	0.48%
WST	C	0.35%	0.03%	0.03%
WTW	B	0.09%	0.04%	0.04%
XOM	B	1.05%	0.7%	0.7%
YUM	B	0.55%	0.05%	0.05%
ZTS	D	0.14%	0.1%	0.1%

HDUS Overweight 83 Positions Relative to SPXL

Symbol	Grade	Weight
LAMR	D	0.76%
JHG	A	0.7%
KNF	A	0.67%
ALSN	B	0.6%
EME	C	0.57%
DBX	B	0.54%
RHI	B	0.51%
TXRH	C	0.49%
GLPI	C	0.48%
STWD	C	0.47%
RPM	A	0.45%
R	B	0.43%
AXS	A	0.4%
MLI	C	0.39%
MUSA	A	0.38%
HRB	D	0.38%
BAH	F	0.37%
RDN	C	0.36%
DCI	B	0.34%
ADC	B	0.34%
STAG	F	0.33%
AGNC	D	0.33%
OHI	C	0.31%
INGR	B	0.3%
CRBG	B	0.28%
FSS	B	0.25%
NYT	C	0.23%
CHRD	D	0.23%
ALV	C	0.22%
NNN	D	0.22%
APP	B	0.21%
MANH	D	0.21%
GWRE	A	0.21%
ALTR	B	0.21%
ORI	A	0.2%
LNG	B	0.19%
BJ	A	0.17%
HUBS	A	0.17%
ACI	C	0.16%
FLEX	A	0.16%
DY	D	0.14%
CSWI	A	0.14%
CBT	C	0.13%
DDOG	A	0.13%
DKS	C	0.12%
OC	A	0.11%
COKE	C	0.11%
GNTX	C	0.1%
VRNS	D	0.1%
ESI	A	0.1%
MTG	C	0.09%
DASH	A	0.09%
WSM	B	0.09%
LII	A	0.09%
CUBE	D	0.08%
CROX	D	0.08%
HLNE	B	0.07%
NTNX	A	0.07%
ESTC	C	0.05%
CHH	A	0.05%
FLO	D	0.05%
COIN	C	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%
AYI	B	0.04%
EVR	B	0.03%
IBKR	A	0.03%
MORN	B	0.03%
CSL	C	0.03%
SMAR	A	0.03%
CRUS	D	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%
RYN	D	0.01%
EGP	F	0.01%

HDUS Underweight 319 Positions Relative to SPXL

Symbol	Grade	Weight
GOOG	C	-1.11%
V	A	-0.67%
MA	C	-0.56%
PG	A	-0.51%
LIN	D	-0.29%
DIS	B	-0.26%
PM	B	-0.26%
CMCSA	B	-0.22%
HON	B	-0.2%
UNP	C	-0.19%
BX	A	-0.17%
SCHW	B	-0.16%
FI	A	-0.16%
ADP	B	-0.16%
ADI	D	-0.14%
PLD	D	-0.14%
INTC	D	-0.14%
MU	D	-0.14%
UPS	C	-0.13%
ANET	C	-0.13%
BA	F	-0.13%
DE	A	-0.13%
PH	A	-0.12%
GEV	B	-0.12%
ICE	C	-0.12%
CI	F	-0.12%
NKE	D	-0.12%
AMT	D	-0.12%
ELV	F	-0.12%
CME	A	-0.11%
WM	A	-0.11%
AON	A	-0.11%
EQIX	A	-0.11%
MDLZ	F	-0.11%
ITW	B	-0.1%
EMR	A	-0.1%
WELL	A	-0.1%
USB	A	-0.1%
BDX	F	-0.09%
MAR	B	-0.09%
ADSK	A	-0.09%
NOC	D	-0.09%
CSX	B	-0.09%
CVS	D	-0.09%
COF	B	-0.09%
APD	A	-0.09%
CEG	D	-0.09%
ORLY	B	-0.09%
TDG	D	-0.09%
NSC	B	-0.08%
FTNT	C	-0.08%
PCAR	B	-0.08%
ROP	B	-0.08%
HLT	A	-0.08%
SLB	C	-0.08%
FCX	D	-0.08%
CARR	D	-0.08%
OKE	A	-0.08%
AJG	B	-0.08%
AEP	D	-0.07%
CPRT	A	-0.07%
ALL	A	-0.07%
GWW	B	-0.07%
PSA	D	-0.07%
AZO	C	-0.07%
PSX	C	-0.07%
DLR	B	-0.07%
AMP	A	-0.07%
RCL	A	-0.07%
URI	B	-0.07%
JCI	C	-0.07%
SRE	A	-0.07%
COR	B	-0.06%
RSG	A	-0.06%
BKR	B	-0.06%
F	C	-0.06%
AXON	A	-0.06%
DFS	B	-0.06%
CCI	D	-0.06%
PCG	A	-0.06%
AME	A	-0.06%
HWM	A	-0.06%
NEM	D	-0.06%
FAST	B	-0.06%
LHX	C	-0.06%
D	C	-0.06%
ROST	C	-0.06%
VST	B	-0.06%
PWR	A	-0.06%
DHI	D	-0.06%
FIS	C	-0.06%
MET	A	-0.06%
AIG	B	-0.06%
O	D	-0.06%
WAB	B	-0.05%
EXR	D	-0.05%
DD	D	-0.05%
NUE	C	-0.05%
IDXX	F	-0.05%
IQV	D	-0.05%
MCHP	D	-0.05%
MTB	A	-0.05%
MLM	B	-0.05%
GIS	D	-0.05%
SYY	B	-0.05%
VMC	B	-0.05%
ACGL	D	-0.05%
KDP	D	-0.05%
STZ	D	-0.05%
LULU	C	-0.05%
A	D	-0.05%
EXC	C	-0.05%
CHTR	C	-0.05%
XEL	A	-0.05%
KR	B	-0.05%
MNST	C	-0.05%
CBRE	B	-0.05%
CTVA	C	-0.05%
EW	C	-0.05%
HES	B	-0.05%
LEN	D	-0.05%
IR	B	-0.05%
DAL	C	-0.05%
KEYS	A	-0.04%
PHM	D	-0.04%
DECK	A	-0.04%
HPE	B	-0.04%
DOV	A	-0.04%
KHC	F	-0.04%
ON	D	-0.04%
PPG	F	-0.04%
NVR	D	-0.04%
GPN	B	-0.04%
XYL	D	-0.04%
TTWO	A	-0.04%
CAH	B	-0.04%
RJF	A	-0.04%
ANSS	B	-0.04%
DXCM	D	-0.04%
UAL	A	-0.04%
WEC	A	-0.04%
CSGP	D	-0.04%
CNC	D	-0.04%
DOW	F	-0.04%
ETR	B	-0.04%
FITB	A	-0.04%
EFX	F	-0.04%
ROK	B	-0.04%
GRMN	B	-0.04%
VICI	C	-0.04%
ED	D	-0.04%
HUM	C	-0.04%
OXY	D	-0.04%
HIG	B	-0.04%
LUV	C	-0.03%
CNP	B	-0.03%
STLD	B	-0.03%
IP	B	-0.03%
LH	C	-0.03%
CMS	C	-0.03%
LYV	A	-0.03%
ZBRA	B	-0.03%
STX	D	-0.03%
CLX	B	-0.03%
WDC	D	-0.03%
CFG	B	-0.03%
FSLR	F	-0.03%
FE	C	-0.03%
BLDR	D	-0.03%
NTRS	A	-0.03%
LYB	F	-0.03%
K	A	-0.03%
STE	F	-0.03%
ES	D	-0.03%
WBD	C	-0.03%
ZBH	C	-0.03%
TDY	B	-0.03%
WAT	B	-0.03%
ATO	A	-0.03%
WY	D	-0.03%
LDOS	C	-0.03%
EXPE	B	-0.03%
IFF	D	-0.03%
PTC	A	-0.03%
SBAC	D	-0.03%
HUBB	B	-0.03%
AEE	A	-0.03%
BIIB	F	-0.03%
RF	A	-0.03%
CDW	F	-0.03%
PPL	B	-0.03%
CCL	B	-0.03%
DVN	F	-0.03%
SW	A	-0.03%
ADM	D	-0.03%
EQT	B	-0.03%
HBAN	A	-0.03%
VLTO	D	-0.03%
SYF	B	-0.03%
AWK	D	-0.03%
CPAY	A	-0.03%
BRO	B	-0.03%
TYL	B	-0.03%
VTR	C	-0.03%
MTD	D	-0.03%
CHD	B	-0.03%
FTV	C	-0.03%
HAL	C	-0.03%
BXP	D	-0.02%
LW	C	-0.02%
NCLH	B	-0.02%
EMN	D	-0.02%
SJM	D	-0.02%
UHS	D	-0.02%
ALB	C	-0.02%
REG	B	-0.02%
DAY	B	-0.02%
KMX	B	-0.02%
HST	C	-0.02%
ALLE	D	-0.02%
INCY	C	-0.02%
CPT	B	-0.02%
CAG	D	-0.02%
SWK	D	-0.02%
DLTR	F	-0.02%
UDR	B	-0.02%
AKAM	D	-0.02%
MRNA	F	-0.02%
POOL	C	-0.02%
NDSN	B	-0.02%
EPAM	C	-0.02%
ROL	B	-0.02%
FFIV	B	-0.02%
RVTY	F	-0.02%
APTV	D	-0.02%
EVRG	A	-0.02%
JBL	B	-0.02%
AMCR	D	-0.02%
DOC	D	-0.02%
VTRS	A	-0.02%
L	A	-0.02%
EL	F	-0.02%
LNT	A	-0.02%
DPZ	C	-0.02%
CF	B	-0.02%
VRSN	F	-0.02%
ALGN	D	-0.02%
EG	C	-0.02%
AVY	D	-0.02%
TXT	D	-0.02%
MRO	B	-0.02%
NI	A	-0.02%
BAX	D	-0.02%
GEN	B	-0.02%
KIM	A	-0.02%
ARE	D	-0.02%
DG	F	-0.02%
EXPD	D	-0.02%
LVS	C	-0.02%
MAS	D	-0.02%
TRMB	B	-0.02%
IEX	B	-0.02%
PNR	A	-0.02%
J	F	-0.02%
KEY	B	-0.02%
MOH	F	-0.02%
WRB	A	-0.02%
HOLX	D	-0.02%
ULTA	F	-0.02%
TSN	B	-0.02%
PODD	C	-0.02%
PFG	D	-0.02%
MAA	B	-0.02%
CTRA	B	-0.02%
FDS	B	-0.02%
BALL	D	-0.02%
MKC	D	-0.02%
INVH	D	-0.02%
FOX	A	-0.01%
QRVO	F	-0.01%
WBA	F	-0.01%
BEN	C	-0.01%
PARA	C	-0.01%
FMC	D	-0.01%
DVA	B	-0.01%
MHK	D	-0.01%
HII	D	-0.01%
BWA	D	-0.01%
IVZ	B	-0.01%
MTCH	D	-0.01%
CE	F	-0.01%
HAS	D	-0.01%
APA	D	-0.01%
MOS	F	-0.01%
HSIC	B	-0.01%
CZR	F	-0.01%
FRT	B	-0.01%
ENPH	F	-0.01%
MGM	D	-0.01%
WYNN	D	-0.01%
AOS	F	-0.01%
HRL	D	-0.01%
TFX	F	-0.01%
SMCI	F	-0.01%
SOLV	C	-0.01%
GL	B	-0.01%
AES	F	-0.01%
MKTX	D	-0.01%
ERIE	D	-0.01%
CRL	C	-0.01%
PNW	B	-0.01%
CTLT	B	-0.01%
PAYC	B	-0.01%
IPG	D	-0.01%
TAP	C	-0.01%
AIZ	A	-0.01%
GNRC	B	-0.01%
TECH	D	-0.01%
NWS	B	-0.0%