IWX vs. HDUS ETF Comparison

Comparison of iShares Russell Top 200 Value ETF (IWX) to Hartford Disciplined US Equity ETF (HDUS)

IWX

iShares Russell Top 200 Value ETF

IWX Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value 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. It seeks to track the investment results of the Russell Top 200 Value Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization value sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$84.72

Average Daily Volume

317,815

Number of Holdings ^*

158

* 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

$58.31

Average Daily Volume

3,395

Number of Holdings ^*

263

* may have additional holdings in another (foreign) market

Performance

Period	IWX	HDUS
30 Days	4.31%	3.94%
60 Days	4.99%	5.08%
90 Days	6.86%	7.51%
12 Months	28.58%	32.33%

86 Overlapping Holdings

Symbol	Grade	Weight in IWX	Weight in HDUS	Overlap
ABBV	D	1.0%	1.02%	1.0%
ABT	B	1.21%	0.52%	0.52%
ACN	B	1.34%	0.39%	0.39%
AMAT	F	0.07%	0.36%	0.07%
AMD	F	0.45%	0.07%	0.07%
AMGN	D	0.2%	0.2%	0.2%
APH	B	0.21%	0.45%	0.21%
AXP	A	0.61%	0.19%	0.19%
BAC	A	1.91%	0.07%	0.07%
BKNG	B	0.06%	0.5%	0.06%
BLK	C	0.93%	0.13%	0.13%
BMY	B	0.69%	0.72%	0.69%
BRK.A	B	5.18%	0.46%	0.46%
BSX	C	0.77%	0.33%	0.33%
C	A	0.79%	0.09%	0.09%
CAT	B	0.97%	0.23%	0.23%
CB	D	0.7%	0.43%	0.43%
CL	D	0.21%	0.67%	0.21%
COP	D	0.79%	0.3%	0.3%
CRM	B	0.28%	0.35%	0.28%
CSCO	A	1.4%	0.31%	0.31%
CTAS	B	0.02%	0.63%	0.02%
CVX	B	1.68%	0.92%	0.92%
DASH	A	0.04%	0.09%	0.04%
DELL	C	0.18%	0.02%	0.02%
DHR	D	0.9%	0.08%	0.08%
DUK	C	0.52%	0.12%	0.12%
ECL	D	0.05%	0.11%	0.05%
EOG	C	0.47%	0.44%	0.44%
ETN	A	0.86%	0.24%	0.24%
FDX	B	0.4%	0.25%	0.25%
GD	F	0.47%	0.14%	0.14%
GE	D	0.91%	0.15%	0.15%
GILD	B	0.66%	0.48%	0.48%
GM	B	0.38%	0.02%	0.02%
GS	B	0.83%	0.11%	0.11%
HCA	F	0.29%	0.09%	0.09%
HD	A	0.49%	0.46%	0.46%
IBM	C	1.13%	0.73%	0.73%
JNJ	D	2.24%	1.51%	1.51%
JPM	B	4.24%	0.92%	0.92%
KKR	B	0.43%	0.06%	0.06%
KMB	C	0.16%	0.24%	0.16%
KO	D	0.62%	0.46%	0.46%
LMT	D	0.47%	0.32%	0.32%
LOW	C	0.93%	0.19%	0.19%
MCD	D	1.19%	0.28%	0.28%
MCK	C	0.27%	0.39%	0.27%
MDT	D	0.68%	0.21%	0.21%
MMC	A	0.57%	0.18%	0.18%
MMM	D	0.35%	0.16%	0.16%
MO	A	0.58%	1.12%	0.58%
MPC	F	0.33%	0.18%	0.18%
MS	B	0.88%	0.41%	0.41%
MSI	C	0.26%	0.16%	0.16%
NEE	D	0.95%	0.22%	0.22%
PEP	F	0.28%	1.14%	0.28%
PFE	D	0.85%	0.19%	0.19%
PGR	A	0.14%	0.32%	0.14%
PNC	A	0.5%	0.12%	0.12%
PYPL	A	0.53%	0.02%	0.02%
QCOM	F	0.07%	0.47%	0.07%
REGN	F	0.44%	0.03%	0.03%
RTX	D	0.95%	0.32%	0.32%
SBUX	B	0.15%	0.07%	0.07%
SHW	A	0.05%	0.45%	0.05%
SO	D	0.58%	0.2%	0.2%
SPGI	C	0.95%	0.27%	0.27%
SYK	C	0.6%	0.08%	0.08%
T	A	0.98%	0.54%	0.54%
TFC	B	0.37%	0.05%	0.05%
TGT	F	0.42%	0.03%	0.03%
TJX	A	0.33%	0.07%	0.07%
TMO	F	1.18%	0.15%	0.15%
TMUS	A	0.69%	0.25%	0.25%
TRV	B	0.36%	0.28%	0.28%
TT	B	0.37%	0.14%	0.14%
TXN	D	0.97%	1.09%	0.97%
UNH	B	3.06%	0.8%	0.8%
VLO	C	0.27%	0.21%	0.21%
VRTX	D	0.36%	0.34%	0.34%
VZ	B	1.06%	1.24%	1.06%
WFC	A	1.57%	0.27%	0.27%
WMT	B	2.2%	0.71%	0.71%
XOM	C	3.23%	1.05%	1.05%
ZTS	D	0.08%	0.15%	0.08%

IWX Overweight 72 Positions Relative to HDUS

Symbol	Grade	Weight
PG	A	1.87%
LIN	D	1.3%
DIS	B	1.27%
PM	B	1.2%
CMCSA	C	0.99%
HON	B	0.76%
SCHW	A	0.65%
MU	D	0.64%
PLD	D	0.63%
ADI	D	0.62%
INTC	C	0.62%
DE	B	0.61%
UPS	C	0.59%
PH	A	0.54%
GEV	C	0.54%
ICE	D	0.53%
MDLZ	F	0.52%
FI	A	0.5%
BA	D	0.49%
EQIX	A	0.49%
CME	A	0.49%
CI	D	0.49%
WELL	C	0.49%
USB	A	0.47%
ELV	F	0.47%
AON	A	0.45%
UNP	C	0.45%
EMR	A	0.44%
APD	A	0.43%
MRVL	B	0.42%
COF	B	0.42%
CRH	A	0.41%
NOC	D	0.41%
CSX	B	0.41%
CVS	D	0.4%
BDX	F	0.39%
CARR	C	0.38%
MAR	A	0.38%
FCX	F	0.37%
SLB	C	0.37%
NSC	A	0.36%
CEG	D	0.36%
PCAR	B	0.35%
ROP	B	0.35%
SRE	A	0.35%
JCI	C	0.34%
TDG	D	0.33%
PSX	C	0.33%
AEP	D	0.31%
MET	A	0.3%
AIG	B	0.3%
ITW	A	0.3%
D	C	0.29%
NEM	F	0.28%
PSA	C	0.27%
RSG	A	0.26%
F	C	0.26%
STZ	D	0.23%
NKE	F	0.21%
KDP	D	0.21%
EW	C	0.2%
OXY	F	0.2%
KHC	D	0.17%
APO	A	0.13%
FTNT	C	0.07%
MRNA	F	0.07%
EL	F	0.06%
ADP	B	0.05%
MNST	B	0.04%
AZO	C	0.03%
ORLY	B	0.03%
CPRT	A	0.02%

IWX Underweight 177 Positions Relative to HDUS

Symbol	Grade	Weight
NVDA	C	-6.03%
MSFT	D	-5.29%
AAPL	B	-5.11%
GOOGL	C	-3.95%
AMZN	C	-3.39%
META	D	-1.85%
TSLA	B	-1.5%
AVGO	D	-1.26%
LLY	F	-0.89%
CMI	A	-0.88%
LAMR	C	-0.77%
ORCL	C	-0.7%
KNF	B	-0.69%
JHG	A	-0.68%
CBOE	B	-0.68%
COST	B	-0.64%
KVUE	A	-0.64%
NFLX	B	-0.63%
NTAP	C	-0.61%
BK	A	-0.61%
EME	B	-0.59%
ALSN	B	-0.59%
YUM	B	-0.54%
DBX	C	-0.53%
CTSH	B	-0.52%
TROW	A	-0.52%
RHI	C	-0.5%
GLPI	B	-0.5%
GDDY	B	-0.49%
EA	C	-0.49%
TXRH	A	-0.48%
STWD	C	-0.48%
IRM	C	-0.45%
RPM	A	-0.44%
R	B	-0.42%
MCO	A	-0.41%
AXS	A	-0.41%
MLI	C	-0.4%
PEG	A	-0.39%
MUSA	B	-0.38%
HRB	D	-0.37%
NXPI	D	-0.36%
ADC	B	-0.35%
BAH	F	-0.35%
RDN	C	-0.35%
AGNC	D	-0.34%
KMI	B	-0.34%
WST	C	-0.33%
RL	B	-0.33%
DCI	A	-0.33%
FICO	B	-0.33%
STAG	D	-0.33%
SPG	C	-0.33%
OHI	D	-0.31%
CHRW	C	-0.3%
DGX	B	-0.3%
CRBG	B	-0.29%
UBER	D	-0.29%
INGR	B	-0.29%
RMD	C	-0.29%
PLTR	B	-0.28%
KLAC	F	-0.28%
AFL	B	-0.28%
FSS	B	-0.26%
MRK	F	-0.26%
EBAY	C	-0.26%
VRSK	A	-0.26%
BG	F	-0.26%
OMC	C	-0.26%
APP	B	-0.25%
FOXA	C	-0.25%
INTU	C	-0.24%
WMB	B	-0.23%
HSY	F	-0.23%
ESS	B	-0.23%
CHRD	F	-0.23%
NNN	D	-0.23%
ABNB	C	-0.22%
ALTR	B	-0.22%
GWRE	B	-0.22%
ALV	C	-0.22%
NYT	C	-0.22%
PRU	A	-0.22%
FANG	F	-0.22%
NWSA	B	-0.21%
PKG	B	-0.21%
MANH	C	-0.21%
CRWD	B	-0.21%
ORI	A	-0.2%
LNG	B	-0.2%
NDAQ	A	-0.19%
HUBS	B	-0.18%
NOW	B	-0.18%
BJ	B	-0.17%
FLEX	B	-0.17%
PANW	C	-0.16%
CDNS	B	-0.16%
ACI	C	-0.16%
TSCO	C	-0.16%
CSWI	A	-0.15%
STT	A	-0.15%
EIX	A	-0.15%
LRCX	F	-0.15%
DY	D	-0.14%
AVB	B	-0.14%
GLW	B	-0.13%
HPQ	B	-0.13%
ADBE	C	-0.13%
GEHC	F	-0.13%
DDOG	A	-0.13%
TRGP	B	-0.13%
COKE	C	-0.12%
WSM	B	-0.12%
BR	A	-0.12%
DKS	C	-0.12%
CBT	C	-0.12%
OC	B	-0.11%
MPWR	F	-0.11%
DRI	B	-0.11%
ESI	B	-0.1%
NRG	C	-0.1%
WTW	B	-0.09%
MTG	B	-0.09%
GPC	D	-0.09%
LII	A	-0.09%
VRNS	D	-0.09%
GNTX	C	-0.09%
CMG	B	-0.09%
CUBE	D	-0.08%
EQR	B	-0.08%
CROX	F	-0.08%
COIN	B	-0.07%
HLNE	A	-0.07%
IT	C	-0.07%
DTE	C	-0.07%
NTNX	B	-0.07%
CPB	D	-0.07%
TER	F	-0.07%
OTIS	C	-0.06%
SNA	A	-0.06%
PAYX	B	-0.05%
ESTC	C	-0.05%
CHH	A	-0.05%
FLO	C	-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%
RBLX	C	-0.04%
ZS	C	-0.04%
JNPR	F	-0.04%
AYI	B	-0.04%
MSCI	C	-0.04%
ODFL	B	-0.04%
SNPS	B	-0.04%
TPR	A	-0.03%
EVR	B	-0.03%
IBKR	B	-0.03%
MORN	A	-0.03%
CSL	B	-0.03%
JKHY	D	-0.03%
JBHT	C	-0.02%
CRUS	F	-0.02%
ISRG	C	-0.02%
NET	B	-0.02%
FR	C	-0.02%
OGE	A	-0.02%
TMDX	F	-0.01%
SNOW	C	-0.01%
OGN	F	-0.01%
LKQ	D	-0.01%
CINF	A	-0.01%
EGP	D	-0.01%
RYN	C	-0.01%