PFIX vs. HDUS ETF Comparison

Comparison of Simplify Interest Rate Hedge ETF (PFIX) to Hartford Disciplined US Equity ETF (HDUS)

PFIX

Simplify Interest Rate Hedge ETF

PFIX Description

The investment seeks to track the performance, before fees and expenses, of the SoFi Sustainable Dividend Index. The index follows a rules-based methodology that tracks the performance of the equity securities of publicly-traded, large- and mid-capitalization U.S. and non-U.S. companies in developed markets that are selected based on a set of dividend filters focused on dividend sustainability. The adviser attempts to invest all, or substantially all, of its assets in the component securities that make up the index. The fund will invest at least 80% its net assets in dividend paying securities. It is non-diversified.

Grade (RS Rating)

Last Trade

$50.22

Average Daily Volume

80,893

Number of Holdings ^*

108

* 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	PFIX	HDUS
30 Days	1.63%	3.75%
60 Days	26.27%	5.23%
90 Days	22.86%	7.06%
12 Months	7.42%	31.94%

45 Overlapping Holdings

Symbol	Grade	Weight in PFIX	Weight in HDUS	Overlap
AVB	B	0.19%	0.14%	0.14%
AVGO	D	3.86%	1.31%	1.31%
BAC	A	1.73%	0.07%	0.07%
BBY	D	0.1%	0.06%	0.06%
BK	A	0.29%	0.61%	0.29%
BLK	C	0.87%	0.13%	0.13%
C	A	0.77%	0.09%	0.09%
CHRW	C	0.06%	0.3%	0.06%
CINF	A	0.11%	0.01%	0.01%
CMI	A	0.28%	0.88%	0.28%
COP	C	1.01%	0.3%	0.3%
CPB	D	0.06%	0.07%	0.06%
CSCO	B	1.48%	0.31%	0.31%
CVX	A	2.06%	0.92%	0.92%
DRI	B	0.14%	0.11%	0.11%
DTE	C	0.17%	0.07%	0.07%
EIX	B	0.19%	0.14%	0.14%
ETN	A	0.82%	0.24%	0.24%
FANG	D	0.23%	0.22%	0.22%
FNF	B	0.1%	0.04%	0.04%
GD	F	0.46%	0.15%	0.15%
GILD	C	0.66%	0.5%	0.5%
GPC	D	0.14%	0.09%	0.09%
HSY	F	0.22%	0.23%	0.22%
JNJ	D	2.83%	1.49%	1.49%
JPM	A	3.9%	0.92%	0.92%
LMT	D	0.82%	0.32%	0.32%
MMC	B	0.75%	0.18%	0.18%
MS	A	0.81%	0.41%	0.41%
OMC	C	0.13%	0.28%	0.13%
PAYX	C	0.3%	0.05%	0.05%
PEG	A	0.23%	0.38%	0.23%
PKG	A	0.1%	0.2%	0.1%
PNC	B	0.43%	0.12%	0.12%
QCOM	F	1.27%	0.49%	0.49%
SNA	A	0.1%	0.06%	0.06%
SO	D	0.55%	0.2%	0.2%
STT	A	0.16%	0.15%	0.15%
SWKS	F	0.12%	0.05%	0.05%
TROW	B	0.17%	0.53%	0.17%
TRV	B	0.38%	0.28%	0.28%
TXN	C	1.13%	1.13%	1.13%
VLO	C	0.36%	0.21%	0.21%
VZ	C	1.26%	1.2%	1.2%
XOM	B	3.19%	1.05%	1.05%

PFIX Overweight 63 Positions Relative to HDUS

Symbol	Grade	Weight
PG	A	2.82%
TM	D	1.97%
NVS	D	1.56%
CMCSA	B	1.29%
HSBH	B	1.23%
PLD	D	0.91%
TD	F	0.83%
UPS	C	0.81%
ADP	B	0.79%
MDLZ	F	0.76%
CVS	D	0.76%
USB	A	0.45%
HMC	F	0.45%
PSX	C	0.45%
STLA	F	0.43%
NSC	B	0.42%
PCAR	B	0.42%
APD	A	0.37%
AIG	B	0.34%
SRE	A	0.33%
NUE	C	0.32%
MET	A	0.32%
OKE	A	0.31%
AEP	D	0.31%
JCI	C	0.29%
LHX	C	0.29%
RSG	A	0.28%
GIS	D	0.28%
EXC	C	0.27%
KR	B	0.26%
E	F	0.26%
XEL	A	0.25%
DFS	B	0.22%
ADM	D	0.22%
VICI	C	0.22%
BCS	C	0.22%
WEC	A	0.18%
FITB	A	0.16%
ES	D	0.15%
MTB	A	0.15%
PFG	D	0.14%
AEE	A	0.14%
ETR	B	0.14%
HBAN	A	0.13%
GRMN	B	0.13%
HPE	B	0.13%
CMS	C	0.12%
RF	A	0.12%
SYF	B	0.12%
HST	C	0.11%
NTRS	A	0.11%
VTRS	A	0.11%
ATO	A	0.11%
CCEP	C	0.1%
IP	B	0.09%
AMCR	D	0.09%
EG	C	0.09%
CAG	D	0.09%
NI	A	0.08%
LNT	A	0.08%
MOS	F	0.07%
EVRG	A	0.07%
FRO	F	0.02%

PFIX Underweight 218 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%
TSLA	B	-1.36%
PEP	F	-1.18%
MO	A	-1.11%
ABBV	D	-1.03%
LLY	F	-0.93%
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%
NFLX	A	-0.6%
ALSN	B	-0.6%
NTAP	C	-0.58%
EME	C	-0.57%
YUM	B	-0.55%
CTSH	B	-0.54%
DBX	B	-0.54%
T	A	-0.53%
RHI	B	-0.51%
ABT	B	-0.51%
TXRH	C	-0.49%
GLPI	C	-0.48%
EA	A	-0.48%
BKNG	A	-0.48%
GDDY	A	-0.47%
STWD	C	-0.47%
APH	A	-0.46%
BRK.A	B	-0.46%
HD	A	-0.46%
SHW	A	-0.46%
RPM	A	-0.45%
CB	C	-0.44%
KO	D	-0.44%
IRM	D	-0.43%
R	B	-0.43%
EOG	A	-0.43%
MCO	B	-0.41%
ACN	C	-0.4%
AXS	A	-0.4%
AMAT	F	-0.39%
MLI	C	-0.39%
MUSA	A	-0.38%
MCK	B	-0.38%
HRB	D	-0.38%
NXPI	D	-0.37%
BAH	F	-0.37%
CRM	B	-0.36%
VRTX	F	-0.36%
RDN	C	-0.36%
WST	C	-0.35%
DCI	B	-0.34%
ADC	B	-0.34%
RL	B	-0.34%
SPG	B	-0.33%
FICO	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%
OHI	C	-0.31%
INGR	B	-0.3%
DGX	A	-0.29%
UBER	D	-0.29%
KLAC	D	-0.29%
MCD	D	-0.29%
AFL	B	-0.28%
CRBG	B	-0.28%
WFC	A	-0.27%
SPGI	C	-0.27%
RMD	C	-0.27%
PLTR	B	-0.26%
BG	F	-0.26%
MRK	F	-0.26%
INTU	C	-0.26%
FOXA	B	-0.26%
EBAY	D	-0.26%
VRSK	A	-0.26%
TMUS	B	-0.25%
FDX	B	-0.25%
FSS	B	-0.25%
NYT	C	-0.23%
CAT	B	-0.23%
ESS	B	-0.23%
KMB	D	-0.23%
CHRD	D	-0.23%
ALV	C	-0.22%
MDT	D	-0.22%
NEE	D	-0.22%
NNN	D	-0.22%
PRU	A	-0.22%
APP	B	-0.21%
MANH	D	-0.21%
WMB	A	-0.21%
ABNB	C	-0.21%
GWRE	A	-0.21%
ALTR	B	-0.21%
CRWD	B	-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%
LNG	B	-0.19%
MPC	D	-0.18%
NDAQ	A	-0.18%
NOW	A	-0.18%
TSCO	D	-0.17%
BJ	A	-0.17%
HUBS	A	-0.17%
CDNS	B	-0.16%
PANW	C	-0.16%
ACI	C	-0.16%
TMO	F	-0.16%
LRCX	F	-0.16%
FLEX	A	-0.16%
MMM	D	-0.16%
MSI	B	-0.16%
GE	D	-0.15%
ADBE	C	-0.14%
DY	D	-0.14%
TT	A	-0.14%
ZTS	D	-0.14%
CSWI	A	-0.14%
GLW	B	-0.13%
TRGP	B	-0.13%
CBT	C	-0.13%
GEHC	F	-0.13%
HPQ	B	-0.13%
DDOG	A	-0.13%
DUK	C	-0.12%
BR	A	-0.12%
DKS	C	-0.12%
GS	A	-0.11%
OC	A	-0.11%
ECL	D	-0.11%
MPWR	F	-0.11%
COKE	C	-0.11%
GNTX	C	-0.1%
VRNS	D	-0.1%
ESI	A	-0.1%
NRG	B	-0.1%
MTG	C	-0.09%
WTW	B	-0.09%
HCA	F	-0.09%
DASH	A	-0.09%
WSM	B	-0.09%
LII	A	-0.09%
CMG	B	-0.09%
TER	D	-0.08%
CUBE	D	-0.08%
EQR	B	-0.08%
SYK	C	-0.08%
DHR	F	-0.08%
CROX	D	-0.08%
HLNE	B	-0.07%
SBUX	A	-0.07%
IT	C	-0.07%
AMD	F	-0.07%
TJX	A	-0.07%
NTNX	A	-0.07%
OTIS	C	-0.06%
KKR	A	-0.06%
SNPS	B	-0.05%
ODFL	B	-0.05%
ESTC	C	-0.05%
CHH	A	-0.05%
FLO	D	-0.05%
COIN	C	-0.05%
TFC	A	-0.05%
INSP	D	-0.04%
DTM	B	-0.04%
CACI	D	-0.04%
RBLX	C	-0.04%
ZS	C	-0.04%
TGT	F	-0.04%
JNPR	F	-0.04%
AYI	B	-0.04%
MSCI	C	-0.04%
EVR	B	-0.03%
TPR	B	-0.03%
IBKR	A	-0.03%
REGN	F	-0.03%
MORN	B	-0.03%
JKHY	D	-0.03%
CSL	C	-0.03%
SMAR	A	-0.03%
JBHT	C	-0.02%
DELL	C	-0.02%
ISRG	A	-0.02%
CRUS	D	-0.02%
GM	B	-0.02%
PYPL	B	-0.02%
NET	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%