HDUS vs. XJH ETF Comparison

Comparison of Hartford Disciplined US Equity ETF (HDUS) to iShares ESG Screened S&P Mid-Cap ETF (XJH)

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

$58.09

Average Daily Volume

3,283

Number of Holdings ^*

263

* may have additional holdings in another (foreign) market

XJH

iShares ESG Screened S&P Mid-Cap ETF

XJH Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$44.84

Average Daily Volume

13,025

Number of Holdings ^*

353

* may have additional holdings in another (foreign) market

Performance

Period	HDUS	XJH
30 Days	2.59%	4.58%
60 Days	5.19%	5.23%
90 Days	6.63%	5.65%
12 Months	31.42%	28.94%

45 Overlapping Holdings

Symbol	Grade	Weight in HDUS	Weight in XJH	Overlap
ADC	A	0.34%	0.29%	0.29%
ALTR	B	0.21%	0.23%	0.21%
ALV	C	0.22%	0.27%	0.22%
AYI	B	0.04%	0.38%	0.04%
BJ	A	0.17%	0.44%	0.17%
CBT	D	0.13%	0.23%	0.13%
CHH	A	0.05%	0.12%	0.05%
COKE	C	0.11%	0.27%	0.11%
CROX	D	0.08%	0.22%	0.08%
CRUS	D	0.02%	0.21%	0.02%
CSL	C	0.03%	0.78%	0.03%
CUBE	C	0.08%	0.41%	0.08%
DBX	B	0.54%	0.25%	0.25%
DCI	B	0.34%	0.35%	0.34%
DTM	A	0.04%	0.36%	0.04%
EGP	D	0.01%	0.31%	0.01%
EME	A	0.57%	0.88%	0.57%
EVR	B	0.03%	0.4%	0.03%
FLO	D	0.05%	0.16%	0.05%
FNF	B	0.04%	0.59%	0.04%
FR	D	0.02%	0.26%	0.02%
GLPI	C	0.48%	0.5%	0.48%
GNTX	C	0.1%	0.26%	0.1%
HRB	D	0.38%	0.31%	0.31%
IBKR	A	0.03%	0.73%	0.03%
INGR	C	0.3%	0.37%	0.3%
JHG	B	0.7%	0.22%	0.22%
KNF	B	0.67%	0.2%	0.2%
LAMR	C	0.76%	0.42%	0.42%
LII	A	0.09%	0.75%	0.09%
MANH	D	0.21%	0.65%	0.21%
MTG	C	0.09%	0.24%	0.09%
MUSA	B	0.38%	0.37%	0.37%
NNN	C	0.22%	0.29%	0.22%
NYT	D	0.23%	0.33%	0.23%
OC	A	0.11%	0.64%	0.11%
OHI	C	0.31%	0.39%	0.31%
ORI	A	0.2%	0.33%	0.2%
R	B	0.43%	0.27%	0.27%
RPM	A	0.45%	0.66%	0.45%
RYN	D	0.01%	0.15%	0.01%
STAG	D	0.33%	0.25%	0.25%
STWD	C	0.47%	0.23%	0.23%
TXRH	B	0.49%	0.5%	0.49%
WSM	C	0.09%	0.63%	0.09%

HDUS Overweight 218 Positions Relative to XJH

Symbol	Grade	Weight
NVDA	B	6.03%
MSFT	D	5.41%
AAPL	C	5.07%
GOOGL	C	3.92%
AMZN	C	3.51%
META	D	1.88%
JNJ	C	1.49%
TSLA	B	1.36%
AVGO	D	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	B	0.79%
BMY	B	0.72%
IBM	C	0.71%
ORCL	A	0.69%
WMT	A	0.69%
CBOE	C	0.64%
CL	D	0.64%
COST	A	0.63%
KVUE	A	0.63%
CTAS	B	0.62%
BK	A	0.61%
NFLX	A	0.6%
ALSN	B	0.6%
NTAP	C	0.58%
YUM	D	0.55%
CTSH	B	0.54%
T	A	0.53%
TROW	B	0.53%
RHI	C	0.51%
ABT	B	0.51%
GILD	C	0.5%
QCOM	F	0.49%
EA	A	0.48%
BKNG	A	0.48%
GDDY	A	0.47%
APH	A	0.46%
BRK.A	B	0.46%
HD	B	0.46%
SHW	B	0.46%
CB	C	0.44%
KO	D	0.44%
IRM	C	0.43%
EOG	A	0.43%
MS	A	0.41%
MCO	B	0.41%
ACN	B	0.4%
AXS	A	0.4%
AMAT	F	0.39%
MLI	B	0.39%
PEG	A	0.38%
MCK	A	0.38%
NXPI	D	0.37%
BAH	F	0.37%
CRM	B	0.36%
VRTX	D	0.36%
RDN	D	0.36%
WST	C	0.35%
RL	C	0.34%
SPG	A	0.33%
FICO	B	0.33%
AGNC	C	0.33%
RTX	D	0.32%
BSX	A	0.32%
PGR	A	0.32%
KMI	A	0.32%
LMT	D	0.32%
CSCO	B	0.31%
CHRW	B	0.3%
COP	C	0.3%
DGX	A	0.29%
UBER	F	0.29%
KLAC	F	0.29%
MCD	D	0.29%
TRV	B	0.28%
AFL	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	D	0.26%
MRK	D	0.26%
INTU	B	0.26%
FOXA	A	0.26%
EBAY	D	0.26%
VRSK	A	0.26%
TMUS	B	0.25%
FDX	B	0.25%
FSS	B	0.25%
ETN	A	0.24%
HSY	F	0.23%
CAT	B	0.23%
ESS	B	0.23%
KMB	C	0.23%
CHRD	D	0.23%
MDT	D	0.22%
NEE	C	0.22%
FANG	C	0.22%
PRU	A	0.22%
VLO	C	0.21%
APP	B	0.21%
WMB	A	0.21%
ABNB	C	0.21%
GWRE	A	0.21%
PKG	A	0.2%
CRWD	B	0.2%
SO	C	0.2%
AMGN	F	0.2%
NWSA	A	0.2%
PFE	F	0.19%
AXP	A	0.19%
LOW	C	0.19%
LNG	A	0.19%
MPC	D	0.18%
NDAQ	A	0.18%
MMC	B	0.18%
NOW	A	0.18%
TSCO	D	0.17%
HUBS	A	0.17%
CDNS	B	0.16%
PANW	B	0.16%
ACI	C	0.16%
TMO	F	0.16%
LRCX	F	0.16%
FLEX	B	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	C	0.14%
DY	D	0.14%
TT	A	0.14%
ZTS	D	0.14%
CSWI	B	0.14%
EIX	B	0.14%
GLW	B	0.13%
TRGP	A	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	A	0.12%
DKS	D	0.12%
GS	A	0.11%
ECL	D	0.11%
MPWR	F	0.11%
DRI	B	0.11%
VRNS	D	0.1%
ESI	B	0.1%
NRG	B	0.1%
WTW	B	0.09%
HCA	F	0.09%
DASH	B	0.09%
GPC	D	0.09%
C	A	0.09%
CMG	B	0.09%
TER	F	0.08%
EQR	C	0.08%
SYK	B	0.08%
DHR	F	0.08%
HLNE	B	0.07%
SBUX	A	0.07%
DTE	C	0.07%
IT	C	0.07%
AMD	F	0.07%
TJX	A	0.07%
NTNX	B	0.07%
BAC	A	0.07%
CPB	D	0.07%
OTIS	C	0.06%
SNA	A	0.06%
BBY	D	0.06%
KKR	A	0.06%
SNPS	B	0.05%
ODFL	C	0.05%
PAYX	B	0.05%
ESTC	C	0.05%
COIN	C	0.05%
TFC	A	0.05%
SWKS	F	0.05%
INSP	D	0.04%
CACI	D	0.04%
RBLX	C	0.04%
ZS	B	0.04%
TGT	F	0.04%
JNPR	D	0.04%
MSCI	C	0.04%
TPR	B	0.03%
REGN	F	0.03%
MORN	B	0.03%
JKHY	D	0.03%
SMAR	B	0.03%
JBHT	C	0.02%
DELL	B	0.02%
ISRG	A	0.02%
GM	C	0.02%
PYPL	B	0.02%
NET	B	0.02%
OGE	A	0.02%
SNOW	B	0.01%
TMDX	F	0.01%
OGN	F	0.01%
LKQ	F	0.01%
CINF	A	0.01%

HDUS Underweight 308 Positions Relative to XJH

Symbol	Grade	Weight
ILMN	C	-0.85%
WSO	A	-0.69%
UTHR	C	-0.65%
XPO	B	-0.65%
BURL	B	-0.64%
RS	B	-0.64%
DT	D	-0.61%
USFD	A	-0.61%
TOL	B	-0.6%
THC	D	-0.59%
FIX	A	-0.59%
COHR	B	-0.58%
PSTG	D	-0.58%
GGG	B	-0.57%
CASY	A	-0.57%
RGA	A	-0.57%
SFM	A	-0.54%
EWBC	A	-0.54%
ACM	B	-0.54%
AVTR	F	-0.54%
SAIA	B	-0.54%
CW	C	-0.52%
RNR	C	-0.51%
ELS	C	-0.5%
CLH	C	-0.48%
ITT	A	-0.47%
NBIX	C	-0.47%
JLL	D	-0.47%
BMRN	F	-0.47%
DUOL	A	-0.46%
SCI	B	-0.46%
NVT	B	-0.46%
AMH	C	-0.45%
EQH	C	-0.45%
UNM	A	-0.45%
SF	B	-0.45%
JEF	A	-0.45%
WPC	C	-0.45%
ATR	B	-0.44%
LECO	C	-0.44%
RRX	B	-0.43%
FHN	A	-0.41%
BLD	D	-0.41%
TTEK	F	-0.41%
FND	D	-0.41%
KNSL	B	-0.4%
GME	C	-0.4%
AA	A	-0.4%
CCK	D	-0.4%
EHC	B	-0.39%
ARMK	B	-0.39%
AFG	A	-0.39%
WBS	A	-0.39%
EXP	B	-0.39%
WWD	C	-0.39%
CHDN	B	-0.39%
AIT	B	-0.39%
SRPT	F	-0.39%
LAD	A	-0.38%
EXEL	B	-0.38%
PRI	B	-0.38%
CIEN	C	-0.38%
WING	D	-0.37%
HLI	A	-0.37%
NLY	C	-0.37%
ALLY	C	-0.37%
PNFP	B	-0.36%
TPX	B	-0.36%
WTRG	B	-0.36%
GMED	A	-0.35%
WMS	F	-0.35%
RGLD	C	-0.35%
WCC	B	-0.35%
FBIN	D	-0.35%
BRBR	A	-0.35%
PCTY	C	-0.34%
AXTA	B	-0.34%
AAON	B	-0.34%
CFR	B	-0.34%
KNX	C	-0.34%
PEN	B	-0.34%
REXR	F	-0.34%
BRX	A	-0.33%
WTFC	A	-0.33%
SNX	D	-0.33%
ZION	B	-0.33%
CBSH	B	-0.32%
CHE	D	-0.32%
CR	A	-0.32%
MTZ	B	-0.32%
GPK	C	-0.32%
TTC	C	-0.32%
MEDP	D	-0.32%
CNM	D	-0.31%
SSB	B	-0.31%
ONTO	F	-0.31%
PLNT	A	-0.31%
X	B	-0.31%
SKX	D	-0.31%
LNW	F	-0.31%
HQY	A	-0.31%
PB	B	-0.3%
VOYA	B	-0.3%
SEIC	B	-0.3%
SNV	C	-0.3%
UFPI	C	-0.3%
BERY	C	-0.29%
MKSI	C	-0.29%
WH	B	-0.29%
JAZZ	B	-0.29%
FYBR	C	-0.29%
TREX	C	-0.29%
SSD	F	-0.29%
FLS	B	-0.29%
RLI	A	-0.28%
MIDD	C	-0.28%
TMHC	C	-0.28%
EXLS	B	-0.28%
MTSI	B	-0.28%
OLED	F	-0.28%
ANF	F	-0.28%
G	B	-0.28%
RGEN	D	-0.28%
WEX	D	-0.28%
CVLT	B	-0.28%
KEX	B	-0.28%
LPX	B	-0.27%
MASI	B	-0.27%
H	B	-0.27%
GTLS	A	-0.27%
GXO	B	-0.27%
ESAB	C	-0.27%
RYAN	A	-0.27%
OSK	C	-0.27%
MSA	F	-0.26%
HALO	F	-0.26%
CMC	B	-0.26%
VMI	B	-0.26%
DINO	D	-0.26%
VNO	C	-0.26%
FCN	F	-0.26%
CGNX	D	-0.26%
ELF	C	-0.26%
ONB	C	-0.26%
LSCC	D	-0.26%
DOCS	C	-0.25%
COLB	B	-0.25%
DAR	C	-0.25%
KD	B	-0.25%
AZPN	A	-0.25%
LSTR	D	-0.25%
FAF	A	-0.25%
MTN	C	-0.25%
WHR	B	-0.24%
HR	B	-0.24%
NOV	C	-0.24%
GBCI	B	-0.24%
CYTK	F	-0.24%
VNT	C	-0.23%
BRKR	D	-0.23%
SIGI	C	-0.23%
NOVT	D	-0.23%
ARW	D	-0.23%
WFRD	D	-0.23%
LFUS	D	-0.23%
UBSI	B	-0.22%
HOMB	A	-0.22%
AGCO	D	-0.22%
RMBS	B	-0.22%
LITE	B	-0.22%
WTS	B	-0.22%
PVH	C	-0.22%
THO	B	-0.22%
THG	A	-0.22%
KRG	B	-0.22%
CHX	C	-0.22%
ESNT	F	-0.22%
FNB	A	-0.22%
CADE	B	-0.21%
UMBF	B	-0.21%
QLYS	B	-0.21%
CLF	F	-0.21%
VVV	D	-0.21%
AMG	B	-0.21%
LNTH	D	-0.21%
ALTM	B	-0.21%
OLLI	D	-0.21%
KBH	D	-0.21%
SLM	A	-0.2%
FFIN	B	-0.2%
BC	C	-0.2%
APPF	B	-0.2%
GATX	A	-0.2%
LEA	F	-0.2%
BDC	C	-0.19%
GAP	C	-0.19%
HXL	F	-0.19%
ST	F	-0.19%
SON	F	-0.19%
UGI	C	-0.19%
EXPO	D	-0.19%
BYD	B	-0.19%
NXST	C	-0.19%
ROIV	C	-0.19%
AM	A	-0.19%
OZK	B	-0.19%
HWC	B	-0.19%
POST	C	-0.19%
HAE	C	-0.18%
CUZ	B	-0.18%
AVT	C	-0.18%
AVNT	B	-0.18%
IRT	A	-0.18%
NJR	A	-0.18%
WMG	D	-0.18%
VLY	B	-0.18%
LOPE	C	-0.18%
TKR	D	-0.18%
RH	C	-0.18%
FIVE	F	-0.18%
MMS	F	-0.18%
AN	C	-0.17%
EEFT	B	-0.17%
DLB	B	-0.17%
SLGN	A	-0.17%
SWX	B	-0.17%
TCBI	C	-0.16%
ASGN	F	-0.16%
BCO	F	-0.16%
KRC	B	-0.16%
NEU	D	-0.16%
CELH	F	-0.16%
OGS	A	-0.16%
WLK	D	-0.16%
SBRA	C	-0.16%
KMPR	A	-0.16%
ORA	B	-0.16%
M	F	-0.16%
IBOC	B	-0.15%
MSM	C	-0.15%
HOG	D	-0.15%
ENS	F	-0.15%
ASB	B	-0.15%
CNO	B	-0.15%
XRAY	F	-0.14%
ACHC	F	-0.14%
TNL	A	-0.14%
OPCH	D	-0.14%
ASH	F	-0.14%
SR	A	-0.14%
FHI	B	-0.13%
EPR	C	-0.13%
VAL	F	-0.13%
BLKB	B	-0.13%
CDP	C	-0.13%
SLAB	F	-0.13%
NVST	B	-0.13%
TEX	F	-0.13%
IRDM	D	-0.13%
PII	F	-0.13%
POWI	F	-0.13%
LANC	C	-0.13%
ZI	D	-0.12%
PK	C	-0.12%
PAG	B	-0.12%
ALGM	D	-0.12%
PBF	D	-0.12%
BHF	C	-0.12%
WEN	D	-0.12%
SMG	C	-0.12%
GHC	B	-0.12%
FLG	D	-0.12%
YETI	D	-0.12%
COLM	C	-0.11%
COTY	F	-0.11%
LIVN	F	-0.11%
SAM	C	-0.11%
TDC	D	-0.11%
NEOG	F	-0.11%
AMKR	D	-0.11%
AMED	F	-0.11%
NSA	C	-0.11%
SYNA	C	-0.11%
VAC	C	-0.11%
PCH	F	-0.11%
MAN	F	-0.11%
WU	F	-0.1%
ENOV	C	-0.1%
VC	F	-0.1%
ARWR	D	-0.1%
GT	C	-0.1%
NSP	F	-0.1%
CXT	C	-0.1%
HGV	C	-0.1%
CPRI	F	-0.09%
PPC	C	-0.08%
IPGP	D	-0.08%
AZTA	D	-0.08%
JWN	D	-0.08%
RCM	A	-0.08%
GEF	A	-0.07%
CAR	C	-0.07%
VSH	F	-0.07%
UAA	C	-0.07%
CNXC	F	-0.07%
CRI	F	-0.07%
UA	C	-0.05%
MAGN	D	-0.01%