HDUS vs. WRND ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to IQ Global Equity R&D Leaders ETF (WRND)

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

WRND

IQ Global Equity R&D Leaders ETF

WRND Description

IQ Global Equity R&D Leaders ETF is an exchange traded fund launched by New York Life Investment Management LLC. The fund is managed by IndexIQ Advisors LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the IQ Global Equity R&D Leaders Index, by using full replication technique. IQ Global Equity R&D Leaders ETF was formed on December 14, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$29.08

Average Daily Volume

1,357

Number of Holdings ^*

112

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	WRND
30 Days	3.75%	-1.90%
60 Days	5.23%	-1.83%
90 Days	7.06%	-1.88%
12 Months	31.94%	18.15%

66 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in WRND	Overlap
AAPL	C	5.11%	3.25%	3.25%
ABBV	D	1.02%	0.17%	0.17%
ABBV	D	1.02%	0.68%	0.68%
ABNB	C	0.22%	0.19%	0.19%
ABT	B	0.52%	0.3%	0.3%
ACN	C	0.39%	0.15%	0.15%
ADBE	C	0.13%	0.39%	0.13%
AMAT	F	0.36%	0.3%	0.3%
AMD	F	0.07%	0.57%	0.07%
AMGN	D	0.2%	0.47%	0.2%
AMZN	C	3.39%	6.24%	3.39%
AVGO	D	1.26%	0.86%	0.86%
BMY	B	0.72%	1.17%	0.72%
BSX	B	0.33%	0.17%	0.17%
CAT	B	0.23%	0.24%	0.23%
CDNS	B	0.16%	0.17%	0.16%
CMI	A	0.88%	0.19%	0.19%
CRM	B	0.35%	0.66%	0.35%
CSCO	B	0.31%	0.93%	0.31%
DASH	A	0.09%	0.14%	0.09%
DDOG	A	0.13%	0.12%	0.12%
DHR	F	0.08%	0.14%	0.08%
EA	A	0.49%	0.3%	0.3%
EBAY	D	0.26%	0.16%	0.16%
GE	D	0.15%	0.18%	0.15%
GEHC	F	0.13%	0.12%	0.12%
GILD	C	0.48%	0.64%	0.48%
GLW	B	0.13%	0.12%	0.12%
GM	B	0.02%	1.2%	0.02%
GOOGL	C	3.95%	5.25%	3.95%
HPQ	B	0.13%	0.19%	0.13%
IBM	C	0.73%	0.71%	0.71%
INTU	C	0.24%	0.3%	0.24%
ISRG	A	0.02%	0.12%	0.02%
JNJ	D	1.51%	1.48%	1.48%
JNPR	F	0.04%	0.11%	0.04%
KLAC	D	0.28%	0.11%	0.11%
LLY	F	0.89%	0.85%	0.85%
LMT	D	0.32%	0.15%	0.15%
LRCX	F	0.15%	0.18%	0.15%
MDT	D	0.21%	0.28%	0.21%
META	D	1.85%	4.08%	1.85%
MMM	D	0.16%	0.16%	0.16%
MRK	F	0.26%	1.59%	0.26%
MSFT	F	5.29%	2.97%	2.97%
NFLX	A	0.63%	0.35%	0.35%
NOW	A	0.18%	0.26%	0.18%
NTAP	C	0.61%	0.11%	0.11%
NVDA	C	6.03%	1.34%	1.34%
NXPI	D	0.36%	0.24%	0.24%
ORCL	B	0.7%	1.05%	0.7%
PANW	C	0.16%	0.22%	0.16%
PFE	D	0.19%	0.94%	0.19%
PYPL	B	0.02%	0.34%	0.02%
QCOM	F	0.47%	0.9%	0.47%
RBLX	C	0.04%	0.16%	0.04%
REGN	F	0.03%	0.29%	0.03%
RTX	C	0.32%	0.3%	0.3%
SNOW	C	0.01%	0.19%	0.01%
SNPS	B	0.04%	0.22%	0.04%
SYK	C	0.08%	0.15%	0.08%
TMO	F	0.15%	0.12%	0.12%
TSLA	B	1.5%	0.67%	0.67%
TXN	C	1.09%	0.21%	0.21%
UBER	D	0.29%	0.31%	0.29%
VRTX	F	0.34%	0.84%	0.34%

HDUS Overweight 198 Positions Relative to WRND

Symbol	Grade	Weight
VZ	C	1.24%
PEP	F	1.14%
MO	A	1.12%
XOM	B	1.05%
JPM	A	0.92%
CVX	A	0.92%
UNH	C	0.8%
LAMR	D	0.77%
WMT	A	0.71%
KNF	A	0.69%
JHG	A	0.68%
CBOE	B	0.68%
CL	D	0.67%
COST	B	0.64%
KVUE	A	0.64%
CTAS	B	0.63%
BK	A	0.61%
EME	C	0.59%
ALSN	B	0.59%
YUM	B	0.54%
T	A	0.54%
DBX	B	0.53%
CTSH	B	0.52%
TROW	B	0.52%
RHI	B	0.5%
BKNG	A	0.5%
GLPI	C	0.5%
GDDY	A	0.49%
TXRH	C	0.48%
STWD	C	0.48%
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%
EOG	A	0.44%
RPM	A	0.44%
CB	C	0.43%
R	B	0.42%
MCO	B	0.41%
MS	A	0.41%
AXS	A	0.41%
MLI	C	0.4%
MCK	B	0.39%
PEG	A	0.39%
MUSA	A	0.38%
HRB	D	0.37%
ADC	B	0.35%
BAH	F	0.35%
RDN	C	0.35%
AGNC	D	0.34%
KMI	A	0.34%
WST	C	0.33%
RL	B	0.33%
DCI	B	0.33%
FICO	B	0.33%
STAG	F	0.33%
SPG	B	0.33%
PGR	A	0.32%
OHI	C	0.31%
CHRW	C	0.3%
DGX	A	0.3%
COP	C	0.3%
CRBG	B	0.29%
INGR	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%
FSS	B	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%
FOXA	B	0.25%
ETN	A	0.24%
KMB	D	0.24%
WMB	A	0.23%
HSY	F	0.23%
ESS	B	0.23%
CHRD	D	0.23%
NNN	D	0.23%
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%
ORI	A	0.2%
SO	D	0.2%
LNG	B	0.2%
NDAQ	A	0.19%
LOW	D	0.19%
AXP	A	0.19%
HUBS	A	0.18%
MPC	D	0.18%
MMC	B	0.18%
BJ	A	0.17%
FLEX	A	0.17%
ACI	C	0.16%
TSCO	D	0.16%
MSI	B	0.16%
ZTS	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%
GD	F	0.14%
BLK	C	0.13%
TRGP	B	0.13%
COKE	C	0.12%
PNC	B	0.12%
WSM	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%
ECL	D	0.11%
MPWR	F	0.11%
DRI	B	0.11%
ESI	A	0.1%
NRG	B	0.1%
HCA	F	0.09%
WTW	B	0.09%
MTG	C	0.09%
GPC	D	0.09%
LII	A	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%
CROX	D	0.08%
SBUX	A	0.07%
COIN	C	0.07%
HLNE	B	0.07%
IT	C	0.07%
DTE	C	0.07%
TJX	A	0.07%
NTNX	A	0.07%
CPB	D	0.07%
BAC	A	0.07%
TER	D	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%
SWKS	F	0.05%
SMAR	A	0.04%
CACI	D	0.04%
DTM	B	0.04%
FNF	B	0.04%
INSP	D	0.04%
ZS	C	0.04%
AYI	B	0.04%
MSCI	C	0.04%
ODFL	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%
TGT	F	0.03%
JBHT	C	0.02%
DELL	C	0.02%
CRUS	D	0.02%
NET	B	0.02%
FR	C	0.02%
OGE	B	0.02%
TMDX	F	0.01%
OGN	D	0.01%
LKQ	D	0.01%
CINF	A	0.01%
EGP	F	0.01%
RYN	D	0.01%

HDUS Underweight 46 Positions Relative to WRND

Symbol	Grade	Weight
INTC	D	-1.97%
NVS	D	-0.96%
BABA	D	-0.95%
F	C	-0.89%
TM	D	-0.74%
SONY	B	-0.66%
STLA	F	-0.66%
HMC	F	-0.65%
BIDU	F	-0.39%
SQ	B	-0.39%
MU	D	-0.38%
BA	F	-0.36%
TEAM	A	-0.34%
INCY	C	-0.29%
WDAY	B	-0.28%
MRNA	F	-0.27%
HPE	B	-0.27%
TCOM	B	-0.27%
SHOP	B	-0.24%
MRVL	B	-0.24%
DE	A	-0.24%
SPOT	B	-0.22%
LI	F	-0.22%
MELI	D	-0.21%
PG	A	-0.21%
BGNE	D	-0.2%
WDC	D	-0.19%
NIO	F	-0.19%
HON	B	-0.18%
EXPE	B	-0.18%
RIVN	F	-0.17%
ADSK	A	-0.17%
BIIB	F	-0.17%
ADI	D	-0.15%
ILMN	D	-0.14%
CTVA	C	-0.14%
BDX	F	-0.12%
NOC	D	-0.12%
EW	C	-0.12%
LPL	F	-0.11%
PINS	D	-0.11%
UL	D	-0.11%
ALNY	D	-0.1%
APTV	D	-0.1%
MCHP	D	-0.09%
LCID	F	-0.07%