HDUS vs. STXM ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to Strive Mid-Cap ETF (STXM)

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

$57.44

Average Daily Volume

3,243

Number of Holdings ^*

263

* may have additional holdings in another (foreign) market

STXM

Strive Mid-Cap ETF

STXM Description

STXM provides exposure to the US mid-cap space. Starting with a broad, total market universe of 1500 US stocks, the index selects securities ranked 501 to 900 by market capitalization. Eligible securities must be listed on a US exchange and have a free float of at least 10% of its total shares outstanding. The index includes common stock and real estate investment trusts. Selected securities are weighted by market capitalization. The fund intends to utilize a replication strategy, which means it will invest all of its assets in the securities comprising the index. However, the adviser may use a sampling strategy if it is determined to be in the best interest of shareholders. The index rebalances semi-annually in January and July.

Grade (RS Rating)

Last Trade

$26.93

Average Daily Volume

3,936

Number of Holdings ^*

377

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	STXM
30 Days	1.57%	1.20%
60 Days	4.39%	4.58%
90 Days	6.25%	7.55%
12 Months	30.76%

62 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in STXM	Overlap
ACI	C	0.16%	0.18%	0.16%
ADC	A	0.34%	0.2%	0.2%
AGNC	C	0.33%	0.18%	0.18%
ALSN	B	0.6%	0.28%	0.28%
ALTR	B	0.21%	0.15%	0.15%
AYI	B	0.04%	0.27%	0.04%
BG	D	0.26%	0.33%	0.26%
BJ	B	0.17%	0.32%	0.17%
CACI	C	0.04%	0.29%	0.04%
CHRD	F	0.23%	0.22%	0.22%
CHRW	B	0.3%	0.37%	0.3%
COKE	C	0.11%	0.16%	0.11%
CROX	F	0.08%	0.16%	0.08%
CRUS	F	0.02%	0.14%	0.02%
CSL	C	0.03%	0.56%	0.03%
CUBE	C	0.08%	0.3%	0.08%
DBX	C	0.54%	0.19%	0.19%
DCI	B	0.34%	0.24%	0.24%
DKS	D	0.12%	0.3%	0.12%
DTM	A	0.04%	0.26%	0.04%
EGP	D	0.01%	0.23%	0.01%
EME	A	0.57%	0.62%	0.57%
ESI	B	0.1%	0.17%	0.1%
ESTC	C	0.05%	0.2%	0.05%
EVR	B	0.03%	0.29%	0.03%
FLEX	B	0.16%	0.4%	0.16%
FNF	A	0.04%	0.44%	0.04%
FR	C	0.02%	0.18%	0.02%
GLPI	C	0.48%	0.35%	0.35%
GNTX	F	0.1%	0.19%	0.1%
GWRE	A	0.21%	0.44%	0.21%
HLNE	A	0.07%	0.14%	0.07%
HRB	D	0.38%	0.22%	0.22%
INGR	B	0.3%	0.26%	0.26%
JKHY	D	0.03%	0.35%	0.03%
JNPR	D	0.04%	0.35%	0.04%
LAMR	D	0.76%	0.31%	0.31%
LKQ	F	0.01%	0.28%	0.01%
MANH	D	0.21%	0.46%	0.21%
MLI	B	0.39%	0.27%	0.27%
MORN	B	0.03%	0.25%	0.03%
MTG	D	0.09%	0.17%	0.09%
MUSA	B	0.38%	0.27%	0.27%
NNN	C	0.22%	0.21%	0.21%
NRG	B	0.1%	0.51%	0.1%
NTNX	B	0.07%	0.47%	0.07%
NWSA	B	0.2%	0.3%	0.2%
NYT	D	0.23%	0.23%	0.23%
OC	A	0.11%	0.45%	0.11%
OGE	A	0.02%	0.23%	0.02%
OHI	B	0.31%	0.26%	0.26%
ORI	A	0.2%	0.26%	0.2%
PKG	B	0.2%	0.57%	0.2%
RHI	C	0.51%	0.21%	0.21%
RL	C	0.34%	0.21%	0.21%
RPM	B	0.45%	0.49%	0.45%
SMAR	A	0.03%	0.21%	0.03%
SNA	B	0.06%	0.52%	0.06%
STAG	D	0.33%	0.18%	0.18%
TPR	B	0.03%	0.36%	0.03%
TXRH	B	0.49%	0.35%	0.35%
WSM	D	0.09%	0.48%	0.09%

HDUS Overweight 201 Positions Relative to STXM

Symbol	Grade	Weight
NVDA	A	6.03%
MSFT	D	5.41%
AAPL	C	5.07%
GOOGL	B	3.92%
AMZN	B	3.51%
META	C	1.88%
JNJ	D	1.49%
TSLA	A	1.36%
AVGO	C	1.31%
VZ	C	1.2%
PEP	F	1.18%
TXN	C	1.13%
MO	A	1.11%
XOM	B	1.05%
ABBV	F	1.03%
LLY	F	0.93%
JPM	A	0.92%
CVX	A	0.92%
CMI	A	0.88%
UNH	C	0.79%
BMY	A	0.72%
IBM	C	0.71%
JHG	B	0.7%
ORCL	A	0.69%
WMT	A	0.69%
KNF	B	0.67%
CBOE	C	0.64%
CL	D	0.64%
COST	A	0.63%
KVUE	A	0.63%
CTAS	B	0.62%
BK	B	0.61%
NFLX	A	0.6%
NTAP	C	0.58%
YUM	D	0.55%
CTSH	C	0.54%
T	A	0.53%
TROW	B	0.53%
ABT	A	0.51%
GILD	C	0.5%
QCOM	F	0.49%
EA	A	0.48%
BKNG	A	0.48%
GDDY	A	0.47%
STWD	C	0.47%
APH	B	0.46%
BRK.A	B	0.46%
HD	A	0.46%
SHW	C	0.46%
CB	C	0.44%
KO	D	0.44%
IRM	C	0.43%
R	B	0.43%
EOG	A	0.43%
MS	A	0.41%
MCO	D	0.41%
ACN	C	0.4%
AXS	A	0.4%
AMAT	F	0.39%
PEG	C	0.38%
MCK	A	0.38%
NXPI	F	0.37%
BAH	D	0.37%
CRM	B	0.36%
VRTX	D	0.36%
RDN	D	0.36%
WST	D	0.35%
SPG	A	0.33%
FICO	B	0.33%
RTX	D	0.32%
BSX	A	0.32%
PGR	B	0.32%
KMI	A	0.32%
LMT	D	0.32%
CSCO	B	0.31%
COP	B	0.3%
DGX	A	0.29%
UBER	F	0.29%
KLAC	F	0.29%
MCD	D	0.29%
TRV	A	0.28%
AFL	C	0.28%
OMC	C	0.28%
CRBG	B	0.28%
WFC	A	0.27%
SPGI	D	0.27%
RMD	C	0.27%
PLTR	A	0.26%
MRK	F	0.26%
INTU	B	0.26%
FOXA	B	0.26%
EBAY	D	0.26%
VRSK	B	0.26%
TMUS	B	0.25%
FDX	B	0.25%
FSS	B	0.25%
ETN	B	0.24%
HSY	F	0.23%
CAT	C	0.23%
ESS	A	0.23%
KMB	C	0.23%
ALV	C	0.22%
MDT	D	0.22%
NEE	C	0.22%
FANG	D	0.22%
PRU	B	0.22%
VLO	C	0.21%
APP	A	0.21%
WMB	A	0.21%
ABNB	D	0.21%
CRWD	B	0.2%
SO	C	0.2%
AMGN	D	0.2%
PFE	F	0.19%
AXP	B	0.19%
LOW	C	0.19%
LNG	A	0.19%
MPC	D	0.18%
NDAQ	A	0.18%
MMC	D	0.18%
NOW	B	0.18%
TSCO	D	0.17%
HUBS	B	0.17%
CDNS	B	0.16%
PANW	B	0.16%
TMO	F	0.16%
LRCX	F	0.16%
MMM	D	0.16%
MSI	B	0.16%
GE	D	0.15%
STT	B	0.15%
GD	D	0.15%
AVB	B	0.14%
ADBE	D	0.14%
DY	C	0.14%
TT	A	0.14%
ZTS	D	0.14%
CSWI	A	0.14%
EIX	C	0.14%
GLW	B	0.13%
TRGP	A	0.13%
CBT	C	0.13%
GEHC	D	0.13%
HPQ	B	0.13%
DDOG	A	0.13%
BLK	B	0.13%
DUK	C	0.12%
PNC	B	0.12%
BR	B	0.12%
GS	B	0.11%
ECL	D	0.11%
MPWR	F	0.11%
DRI	C	0.11%
VRNS	D	0.1%
WTW	B	0.09%
HCA	F	0.09%
DASH	A	0.09%
LII	A	0.09%
GPC	F	0.09%
C	B	0.09%
CMG	C	0.09%
TER	F	0.08%
EQR	C	0.08%
SYK	A	0.08%
DHR	D	0.08%
SBUX	A	0.07%
DTE	C	0.07%
IT	C	0.07%
AMD	F	0.07%
TJX	A	0.07%
BAC	A	0.07%
CPB	D	0.07%
OTIS	C	0.06%
BBY	D	0.06%
KKR	A	0.06%
SNPS	C	0.05%
ODFL	B	0.05%
PAYX	B	0.05%
CHH	A	0.05%
FLO	D	0.05%
COIN	A	0.05%
TFC	A	0.05%
SWKS	F	0.05%
INSP	F	0.04%
RBLX	B	0.04%
ZS	B	0.04%
TGT	B	0.04%
MSCI	B	0.04%
IBKR	A	0.03%
REGN	F	0.03%
JBHT	C	0.02%
DELL	B	0.02%
ISRG	A	0.02%
GM	B	0.02%
PYPL	B	0.02%
NET	B	0.02%
SNOW	C	0.01%
TMDX	F	0.01%
OGN	F	0.01%
CINF	A	0.01%
RYN	D	0.01%

HDUS Underweight 315 Positions Relative to STXM

Symbol	Grade	Weight
TPL	A	-0.7%
HOOD	A	-0.59%
IP	A	-0.53%
AER	B	-0.51%
KEY	B	-0.49%
PNR	B	-0.48%
RS	B	-0.48%
NTRA	A	-0.48%
BURL	A	-0.47%
TOST	A	-0.46%
USFD	A	-0.45%
DOCU	B	-0.45%
AVY	D	-0.45%
KIM	A	-0.45%
EG	D	-0.45%
XPO	B	-0.45%
GEN	B	-0.44%
NI	A	-0.44%
TXT	D	-0.44%
DT	C	-0.43%
THC	C	-0.43%
COHR	B	-0.42%
TOL	B	-0.42%
EQH	B	-0.42%
DOC	D	-0.41%
FFIV	B	-0.41%
RGA	B	-0.41%
CASY	A	-0.41%
VTRS	A	-0.41%
SAIA	C	-0.41%
FIX	A	-0.41%
PSTG	F	-0.41%
TWLO	A	-0.41%
ACM	B	-0.4%
GGG	B	-0.4%
EWBC	A	-0.39%
POOL	D	-0.38%
JBL	C	-0.38%
SFM	A	-0.38%
PFGC	B	-0.36%
NDSN	D	-0.36%
REG	A	-0.36%
CW	B	-0.36%
SOFI	A	-0.35%
RNR	C	-0.35%
DAY	B	-0.34%
CLH	C	-0.34%
JLL	D	-0.34%
AFRM	A	-0.34%
CG	B	-0.34%
NBIX	C	-0.34%
ALLE	D	-0.34%
CPT	C	-0.34%
CYBR	A	-0.34%
ITT	A	-0.34%
UNM	A	-0.33%
ONON	B	-0.33%
KMX	C	-0.33%
HST	D	-0.33%
OVV	C	-0.33%
NVT	C	-0.33%
BLD	F	-0.33%
BXP	D	-0.33%
LECO	C	-0.32%
INSM	C	-0.32%
RRX	B	-0.32%
AMH	C	-0.32%
ELS	B	-0.32%
SCI	A	-0.32%
ALB	B	-0.32%
TAP	B	-0.31%
NCLH	B	-0.31%
BWXT	A	-0.31%
ATR	B	-0.31%
DUOL	A	-0.31%
UHS	D	-0.31%
LW	C	-0.31%
GNRC	B	-0.31%
Z	A	-0.31%
PAYC	B	-0.31%
EMN	D	-0.31%
FHN	A	-0.3%
AA	A	-0.3%
EXP	B	-0.3%
AIZ	A	-0.3%
JEF	A	-0.3%
IPG	F	-0.3%
CCK	D	-0.3%
TTEK	F	-0.3%
SF	B	-0.3%
TECH	F	-0.3%
WCC	B	-0.29%
GME	C	-0.29%
MNDY	D	-0.29%
FND	F	-0.28%
LAD	B	-0.28%
PNW	B	-0.28%
PRI	A	-0.28%
KNSL	B	-0.28%
LBRDK	C	-0.28%
AIT	B	-0.28%
WWD	B	-0.28%
CTLT	D	-0.28%
AFG	A	-0.28%
CMA	B	-0.27%
GL	C	-0.27%
DOX	D	-0.27%
CIEN	B	-0.27%
ALLY	C	-0.27%
EHC	B	-0.27%
MKTX	D	-0.27%
SRPT	F	-0.27%
CRL	D	-0.27%
SEIC	B	-0.27%
ARMK	C	-0.27%
PNFP	B	-0.27%
WMS	F	-0.27%
HLI	B	-0.27%
EXEL	B	-0.27%
WBS	A	-0.27%
PR	B	-0.26%
WING	D	-0.26%
RGLD	C	-0.26%
FRT	B	-0.26%
GLOB	C	-0.26%
WTRG	B	-0.26%
SOLV	F	-0.26%
CHDN	C	-0.26%
GMED	A	-0.25%
AAON	B	-0.25%
REXR	F	-0.25%
TPX	B	-0.25%
PCVX	D	-0.25%
BRBR	A	-0.25%
ROKU	D	-0.25%
EXAS	D	-0.25%
FBIN	F	-0.25%
WAL	B	-0.25%
APG	C	-0.24%
MTZ	A	-0.24%
AR	B	-0.24%
GPK	D	-0.24%
PCTY	B	-0.24%
RVMD	B	-0.24%
RBC	A	-0.24%
AXTA	B	-0.24%
WYNN	D	-0.24%
ZION	B	-0.24%
AOS	F	-0.24%
TFX	F	-0.24%
CBSH	A	-0.23%
APA	F	-0.23%
TTC	F	-0.23%
HSIC	C	-0.23%
MEDP	D	-0.23%
SKX	F	-0.23%
CRS	A	-0.23%
LNW	F	-0.23%
FLR	B	-0.23%
ITCI	B	-0.23%
CNH	C	-0.23%
MTCH	F	-0.23%
FYBR	C	-0.23%
PEN	B	-0.23%
BRX	A	-0.23%
MOS	D	-0.23%
WTFC	B	-0.23%
KNX	B	-0.23%
FLS	A	-0.22%
SNV	B	-0.22%
CZR	F	-0.22%
BWA	D	-0.22%
IVZ	C	-0.22%
CNM	C	-0.22%
S	B	-0.22%
HQY	A	-0.22%
CR	A	-0.22%
ENSG	D	-0.22%
CFR	B	-0.22%
HAS	D	-0.22%
VOYA	B	-0.22%
UFPI	C	-0.22%
KBR	F	-0.22%
CHE	F	-0.22%
PLNT	A	-0.22%
TKO	A	-0.22%
RLI	A	-0.21%
SSD	D	-0.21%
MHK	D	-0.21%
KEX	B	-0.21%
PCOR	C	-0.21%
MKSI	C	-0.21%
TREX	D	-0.21%
SSB	B	-0.21%
RGEN	F	-0.21%
ONTO	F	-0.21%
SNX	D	-0.21%
RRC	B	-0.21%
VFC	C	-0.2%
FMC	D	-0.2%
LPX	B	-0.2%
JAZZ	C	-0.2%
PB	A	-0.2%
HII	F	-0.2%
OLED	F	-0.2%
MIDD	D	-0.2%
WEX	F	-0.2%
BERY	D	-0.2%
X	C	-0.2%
MTN	C	-0.2%
GTLS	A	-0.2%
JXN	C	-0.2%
GXO	B	-0.19%
CGNX	D	-0.19%
ELAN	D	-0.19%
LSCC	D	-0.19%
ONB	B	-0.19%
BIO	C	-0.19%
HALO	F	-0.19%
BBWI	C	-0.19%
DVA	C	-0.19%
FCN	F	-0.19%
ATI	C	-0.19%
RYAN	B	-0.19%
DINO	D	-0.19%
TMHC	B	-0.19%
MTSI	B	-0.19%
OSK	C	-0.19%
ANF	C	-0.19%
MAT	D	-0.18%
MTH	D	-0.18%
AZEK	B	-0.18%
MSA	D	-0.18%
MTDR	C	-0.18%
ELF	C	-0.18%
SPSC	F	-0.18%
CMC	B	-0.18%
BPOP	C	-0.18%
H	B	-0.18%
GTLB	B	-0.18%
BEN	C	-0.18%
NOVT	D	-0.17%
UHAL	D	-0.17%
COLD	F	-0.17%
SN	D	-0.17%
SITE	D	-0.17%
CFLT	B	-0.17%
CYTK	D	-0.17%
ARW	F	-0.17%
WBA	F	-0.17%
QRVO	F	-0.17%
BECN	B	-0.17%
LSTR	D	-0.17%
WSC	F	-0.17%
NOV	D	-0.17%
BRKR	F	-0.16%
WTS	B	-0.16%
PARA	D	-0.16%
ETSY	D	-0.16%
CHX	C	-0.16%
LFUS	D	-0.16%
WFRD	F	-0.16%
SUM	B	-0.16%
TRNO	D	-0.16%
BPMC	C	-0.16%
BFAM	F	-0.16%
CLF	F	-0.15%
PSN	C	-0.15%
LEA	F	-0.15%
GAP	D	-0.15%
AN	D	-0.15%
LNTH	F	-0.15%
VKTX	F	-0.15%
ESNT	D	-0.15%
AGCO	F	-0.15%
CIVI	D	-0.14%
KBH	D	-0.14%
AM	A	-0.14%
HCP	B	-0.14%
PATH	C	-0.14%
POST	C	-0.14%
ROIV	D	-0.14%
U	F	-0.14%
IONS	F	-0.13%
NSIT	F	-0.13%
IBP	F	-0.13%
TPG	A	-0.13%
APPF	C	-0.13%
AUR	C	-0.12%
CELH	F	-0.12%
BROS	A	-0.11%
NWS	A	-0.11%
EDR	A	-0.11%
RDDT	A	-0.11%
DLB	F	-0.11%
CHWY	B	-0.1%
AMKR	F	-0.09%
W	D	-0.09%
PAG	B	-0.08%
ZG	A	-0.08%
ADTN	A	-0.08%
COTY	F	-0.08%
HESM	A	-0.07%
PPC	B	-0.06%
CACC	F	-0.06%
KNTK	A	-0.06%
AAL	B	-0.06%
BOKF	B	-0.06%
SMMT	D	-0.05%
LCID	F	-0.05%
INFA	D	-0.05%
LBRDA	C	-0.04%
LEVI	F	-0.04%
UHAL	D	-0.01%
UWMC	D	-0.01%