IMCG vs. HDUS ETF Comparison

Comparison of iShares Morningstar Mid-Cap Growth ETF (IMCG) to Hartford Disciplined US Equity ETF (HDUS)
IMCG

iShares Morningstar Mid-Cap Growth ETF

IMCG Description

The investment seeks to track the investment results of the Morningstar® US Mid Cap Broad Growth IndexSM composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited above-average "growth" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.

Grade (RS Rating)

Last Trade

$79.81

Average Daily Volume

132,538

Number of Holdings *

299

* may have additional holdings in another (foreign) market
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
Performance
Period IMCG HDUS
30 Days 8.56% 3.75%
60 Days 9.96% 5.23%
90 Days 12.47% 7.06%
12 Months 34.97% 31.94%
61 Overlapping Holdings
Symbol Grade Weight in IMCG Weight in HDUS Overlap
APP B 1.05% 0.21% 0.21%
AVB B 0.28% 0.14% 0.14%
BAH F 0.26% 0.37% 0.26%
BJ A 0.08% 0.17% 0.08%
BR A 0.47% 0.12% 0.12%
CINF A 0.16% 0.01% 0.01%
CMI A 0.58% 0.88% 0.58%
COIN C 1.05% 0.05% 0.05%
CSL C 0.36% 0.03% 0.03%
DASH A 0.91% 0.09% 0.09%
DDOG A 0.65% 0.13% 0.13%
DELL C 0.26% 0.02% 0.02%
DKS C 0.09% 0.12% 0.09%
DRI B 0.17% 0.11% 0.11%
EA A 0.49% 0.48% 0.48%
EBAY D 0.2% 0.26% 0.2%
EME C 0.41% 0.57% 0.41%
EQR B 0.18% 0.08% 0.08%
ESS B 0.16% 0.23% 0.16%
FICO B 0.97% 0.33% 0.33%
FLEX A 0.09% 0.16% 0.09%
GDDY A 0.43% 0.47% 0.43%
GEHC F 0.25% 0.13% 0.13%
GPC D 0.13% 0.09% 0.09%
HSY F 0.24% 0.23% 0.23%
HUBS A 0.6% 0.17% 0.17%
IBKR A 0.33% 0.03% 0.03%
IRM D 0.3% 0.43% 0.3%
IT C 0.7% 0.07% 0.07%
JBHT C 0.16% 0.02% 0.02%
JKHY D 0.22% 0.03% 0.03%
KMB D 0.28% 0.23% 0.23%
LII A 0.34% 0.09% 0.09%
LNG B 0.26% 0.19% 0.19%
MANH D 0.29% 0.21% 0.21%
MORN B 0.16% 0.03% 0.03%
MPWR F 0.47% 0.11% 0.11%
MSCI C 0.82% 0.04% 0.04%
NDAQ A 0.21% 0.18% 0.18%
NET B 0.47% 0.02% 0.02%
NRG B 0.12% 0.1% 0.1%
NTAP C 0.22% 0.58% 0.22%
NTNX A 0.3% 0.07% 0.07%
ODFL B 0.72% 0.05% 0.05%
OTIS C 0.42% 0.06% 0.06%
PAYX C 0.81% 0.05% 0.05%
PLTR B 2.29% 0.26% 0.26%
RBLX C 0.46% 0.04% 0.04%
RMD C 0.6% 0.27% 0.27%
RPM A 0.2% 0.45% 0.2%
SNA A 0.11% 0.06% 0.06%
TER D 0.14% 0.08% 0.08%
TRGP B 0.32% 0.13% 0.13%
TRV B 0.45% 0.28% 0.28%
TSCO D 0.37% 0.17% 0.17%
VRSK A 0.7% 0.26% 0.26%
WSM B 0.18% 0.09% 0.09%
WST C 0.4% 0.35% 0.35%
WTW B 0.28% 0.09% 0.09%
YUM B 0.65% 0.55% 0.55%
ZS C 0.32% 0.04% 0.04%
IMCG Overweight 238 Positions Relative to HDUS
Symbol Grade Weight
ADSK A 1.12%
FTNT C 1.07%
HLT A 1.06%
WDAY B 0.96%
GWW B 0.92%
TTD B 0.92%
AZO C 0.92%
CPRT A 0.86%
FAST B 0.82%
GEV B 0.82%
PWR A 0.82%
SQ B 0.81%
HWM A 0.8%
ROST C 0.8%
AME A 0.78%
VRT B 0.76%
AXON A 0.75%
DLR B 0.74%
IR B 0.72%
HES B 0.71%
EW C 0.71%
RCL A 0.66%
TEAM A 0.66%
VMC B 0.65%
A D 0.65%
SYY B 0.65%
AMP A 0.65%
CARR D 0.64%
MLM B 0.63%
MSTR C 0.63%
LULU C 0.62%
IDXX F 0.61%
WAB B 0.6%
JCI C 0.58%
ROK B 0.57%
VEEV C 0.55%
ARES A 0.54%
DXCM D 0.53%
EFX F 0.53%
ALNY D 0.52%
TTWO A 0.51%
CSGP D 0.51%
XYL D 0.51%
VST B 0.5%
ANSS B 0.5%
FCNCA A 0.48%
NEM D 0.47%
CHD B 0.47%
BRO B 0.47%
DECK A 0.47%
TPL A 0.46%
URI B 0.46%
TYL B 0.44%
DFS B 0.44%
MTD D 0.44%
PSA D 0.44%
CBRE B 0.43%
CDW F 0.42%
SBAC D 0.42%
TEL B 0.42%
HUBB B 0.41%
LPLA A 0.41%
PTC A 0.4%
COR B 0.39%
IQV D 0.39%
ALL A 0.38%
BKR B 0.38%
STE F 0.38%
D C 0.37%
ILMN D 0.37%
STZ D 0.36%
GRMN B 0.36%
MDB C 0.35%
DOV A 0.34%
FSLR F 0.34%
INVH D 0.34%
LVS C 0.34%
PCG A 0.33%
CPAY A 0.33%
LYV A 0.33%
CPNG D 0.33%
WSO A 0.32%
PODD C 0.32%
RJF A 0.32%
FDS B 0.32%
FTV C 0.32%
TRU D 0.32%
DAL C 0.32%
NTRA B 0.31%
BURL A 0.3%
FWONK B 0.3%
IEX B 0.3%
CTVA C 0.3%
O D 0.29%
HOOD B 0.29%
FIX A 0.28%
DOCU A 0.28%
DD D 0.28%
HEI B 0.28%
TWLO A 0.28%
SUI D 0.27%
EQT B 0.27%
VRSN F 0.27%
ROL B 0.26%
EL F 0.26%
PSTG D 0.26%
TW A 0.26%
DPZ C 0.26%
ZBRA B 0.26%
GGG B 0.26%
COO D 0.25%
HAL C 0.25%
MCHP D 0.25%
VLTO D 0.25%
DT C 0.25%
WAT B 0.24%
MKL A 0.24%
SAIA B 0.24%
PFGC B 0.23%
AWK D 0.23%
DOW F 0.23%
NDSN B 0.23%
CLX B 0.23%
CLH B 0.22%
PNR A 0.22%
KEYS A 0.21%
EXPE B 0.21%
GPN B 0.21%
NBIX C 0.21%
LECO B 0.21%
OKTA C 0.21%
BMRN D 0.21%
TDY B 0.21%
NVT B 0.21%
AMH D 0.21%
KIM A 0.21%
ACGL D 0.21%
KDP D 0.21%
EXR D 0.21%
XPO B 0.2%
SNAP C 0.2%
HEI B 0.2%
PPG F 0.2%
PHM D 0.2%
TRMB B 0.2%
ZBH C 0.2%
DAY B 0.2%
J F 0.2%
TECH D 0.19%
ALGN D 0.19%
LW C 0.19%
FND C 0.19%
TTEK F 0.19%
WRB A 0.19%
BALL D 0.19%
PAYC B 0.19%
ON D 0.18%
BLDR D 0.18%
ERIE D 0.18%
CASY A 0.18%
DKNG B 0.18%
SRPT D 0.17%
MOH F 0.17%
CHDN B 0.17%
MKC D 0.17%
ACM A 0.16%
GEN B 0.16%
TSN B 0.16%
VTR C 0.16%
ENTG D 0.16%
EXAS D 0.16%
WMS D 0.16%
SMCI F 0.16%
WING D 0.16%
PINS D 0.16%
ULTA F 0.15%
LUV C 0.15%
WYNN D 0.15%
LDOS C 0.15%
TXT D 0.14%
MEDP D 0.14%
JBL B 0.14%
ELS C 0.14%
AVY D 0.14%
ENPH F 0.14%
UDR B 0.14%
AVTR F 0.14%
ALLE D 0.13%
MAS D 0.13%
USFD A 0.13%
CTRA B 0.13%
CNM D 0.13%
POOL C 0.12%
KMX B 0.12%
AZPN A 0.12%
SCI B 0.12%
INCY C 0.12%
EPAM C 0.12%
MAA B 0.12%
CMS C 0.12%
SWK D 0.11%
CRL C 0.11%
AOS F 0.11%
BSY D 0.11%
APTV D 0.11%
RRX B 0.11%
ALB C 0.11%
BLD D 0.11%
UHS D 0.1%
CPT B 0.1%
FFIV B 0.1%
TOL B 0.1%
RVTY F 0.1%
DLTR F 0.1%
PCOR B 0.1%
AKAM D 0.1%
U C 0.09%
MRNA F 0.09%
CE F 0.08%
HII D 0.08%
REG B 0.08%
ARE D 0.08%
BRKR D 0.08%
AFG A 0.07%
DVA B 0.07%
CCK C 0.07%
MGM D 0.07%
CELH F 0.07%
TFX F 0.06%
QRVO F 0.06%
UHAL D 0.05%
HRL D 0.05%
WTRG B 0.05%
COTY F 0.04%
ALAB B 0.04%
FWONA B 0.03%
WLK D 0.03%
UHAL D 0.0%
IMCG Underweight 202 Positions Relative to HDUS
Symbol Grade Weight
NVDA C -6.03%
MSFT F -5.41%
AAPL C -5.07%
GOOGL C -3.92%
AMZN C -3.51%
META D -1.88%
JNJ D -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 D -1.03%
LLY F -0.93%
JPM A -0.92%
CVX A -0.92%
UNH C -0.79%
LAMR D -0.76%
BMY B -0.72%
IBM C -0.71%
JHG A -0.7%
ORCL B -0.69%
WMT A -0.69%
KNF A -0.67%
CBOE B -0.64%
CL D -0.64%
COST B -0.63%
KVUE A -0.63%
CTAS B -0.62%
BK A -0.61%
NFLX A -0.6%
ALSN B -0.6%
CTSH B -0.54%
DBX B -0.54%
T A -0.53%
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%
BKNG A -0.48%
STWD C -0.47%
APH A -0.46%
BRK.A B -0.46%
HD A -0.46%
SHW A -0.46%
CB C -0.44%
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%
PEG A -0.38%
MUSA A -0.38%
MCK B -0.38%
HRB D -0.38%
NXPI D -0.37%
CRM B -0.36%
VRTX F -0.36%
RDN C -0.36%
DCI B -0.34%
ADC B -0.34%
RL B -0.34%
SPG B -0.33%
STAG F -0.33%
AGNC D -0.33%
RTX C -0.32%
BSX B -0.32%
PGR A -0.32%
KMI A -0.32%
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%
KLAC D -0.29%
MCD D -0.29%
AFL B -0.28%
OMC C -0.28%
CRBG B -0.28%
WFC A -0.27%
SPGI C -0.27%
BG F -0.26%
MRK F -0.26%
INTU C -0.26%
FOXA B -0.26%
TMUS B -0.25%
FDX B -0.25%
FSS B -0.25%
ETN A -0.24%
NYT C -0.23%
CAT B -0.23%
CHRD D -0.23%
ALV C -0.22%
MDT D -0.22%
NEE D -0.22%
NNN D -0.22%
FANG D -0.22%
PRU A -0.22%
VLO C -0.21%
WMB A -0.21%
ABNB C -0.21%
GWRE A -0.21%
ALTR B -0.21%
PKG A -0.2%
CRWD B -0.2%
SO D -0.2%
ORI A -0.2%
AMGN D -0.2%
NWSA B -0.2%
PFE D -0.19%
AXP A -0.19%
LOW D -0.19%
MPC D -0.18%
MMC B -0.18%
NOW A -0.18%
CDNS B -0.16%
PANW C -0.16%
ACI C -0.16%
TMO F -0.16%
LRCX F -0.16%
MMM D -0.16%
MSI B -0.16%
GE D -0.15%
STT A -0.15%
GD F -0.15%
ADBE C -0.14%
DY D -0.14%
TT A -0.14%
ZTS D -0.14%
CSWI A -0.14%
EIX B -0.14%
GLW B -0.13%
CBT C -0.13%
HPQ B -0.13%
BLK C -0.13%
DUK C -0.12%
PNC B -0.12%
GS A -0.11%
OC A -0.11%
ECL D -0.11%
COKE C -0.11%
GNTX C -0.1%
VRNS D -0.1%
ESI A -0.1%
MTG C -0.09%
HCA F -0.09%
C A -0.09%
CMG B -0.09%
CUBE D -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%
TJX A -0.07%
BAC A -0.07%
CPB D -0.07%
BBY D -0.06%
KKR A -0.06%
SNPS B -0.05%
ESTC C -0.05%
CHH A -0.05%
FLO D -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%
TGT F -0.04%
JNPR F -0.04%
AYI B -0.04%
EVR B -0.03%
TPR B -0.03%
REGN F -0.03%
SMAR A -0.03%
ISRG A -0.02%
CRUS D -0.02%
GM B -0.02%
PYPL 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%
RYN D -0.01%
EGP F -0.01%
Compare ETFs