PFM vs. HDUS ETF Comparison

Comparison of PowerShares Dividend Achievers (PFM) to Hartford Disciplined US Equity ETF (HDUS)
PFM

PowerShares Dividend Achievers

PFM Description

The PowerShares Dividend AchieversTM Portfolio (Fund) seeks to replicate, before fees and expenses, the NASDAQ US Broad Dividend AchieversTM Index (Index), which is designed to identify a diversified group of dividend-paying companies. The Fund will normally invest at least 90% of its total assets in dividend paying common stocks that comprise Index. These companies have increased their annual dividend for 10 or more consecutive fiscal years. The Fund and the Index are reconstituted annually in January and rebalanced quarterly in January, April, July and October. Effective December 28, 2012, the NADAQ OMX Group, Inc., replaced Mergent, Inc., as the Index Provider of the Index. Effective February 25, 2013, the name of the Index changed from Broad Dividend Achievers Index to NASDAQ US Broad Dividend Achievers Index. There will be no change to the methodology by which NASDAQ OMX Group, Inc., the Index Provider, calculates the Index. Please see the Fund’s prospectus supplement for more information. On February 25, 2013, NASDAQ took the place of the NYSE as the official Index data source.

Grade (RS Rating)

Last Trade

$46.32

Average Daily Volume

27,833

Number of Holdings *

418

* 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

$55.54

Average Daily Volume

7,649

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period PFM HDUS
30 Days 2.22% 4.05%
60 Days 8.97% 10.71%
90 Days 8.13% 4.77%
12 Months 30.69% 33.89%
6 Overlapping Holdings
Symbol Grade Weight in PFM Weight in HDUS Overlap
AAPL C 4.01% 6.21% 4.01%
ABBV C 1.51% 1.62% 1.51%
AVGO B 3.47% 1.82% 1.82%
JNJ D 1.69% 1.61% 1.61%
JPM C 2.6% 1.39% 1.39%
MSFT D 4.06% 5.3% 4.06%
PFM Overweight 412 Positions Relative to HDUS
Symbol Grade Weight
WMT A 2.81%
UNH B 2.34%
XOM A 2.26%
ORCL A 2.04%
V B 1.99%
MA A 1.96%
PG D 1.76%
HD A 1.74%
COST C 1.7%
BAC B 1.34%
KO C 1.34%
MRK F 1.25%
CVX B 1.17%
PEP F 1.01%
LIN C 0.99%
ACN B 0.96%
MCD A 0.95%
CSCO A 0.93%
IBM A 0.88%
DHR D 0.87%
ABT C 0.86%
TXN C 0.82%
PM D 0.82%
VZ C 0.82%
CAT A 0.82%
QCOM D 0.82%
AMGN D 0.75%
NEE C 0.75%
INTU F 0.75%
MS A 0.73%
PFE D 0.71%
RTX A 0.7%
CMCSA B 0.7%
SPGI C 0.7%
GS B 0.68%
LOW C 0.67%
UNP F 0.65%
BLK A 0.61%
SYK C 0.6%
LMT A 0.6%
HON C 0.58%
ETN B 0.57%
ELV F 0.53%
PLD D 0.51%
ADI B 0.5%
MDT C 0.5%
CB A 0.5%
ADP A 0.49%
MMC D 0.48%
SBUX B 0.48%
AMT D 0.47%
BMY A 0.46%
NKE D 0.46%
KLAC B 0.45%
SO A 0.43%
MDLZ D 0.43%
UPS D 0.43%
SHW C 0.42%
ICE A 0.4%
ZTS C 0.39%
DUK C 0.39%
MO D 0.38%
TT A 0.38%
CL D 0.37%
MCO D 0.37%
WM B 0.36%
GD C 0.36%
CTAS C 0.36%
ITW C 0.34%
APH D 0.34%
CME A 0.34%
MMM C 0.33%
NOC B 0.33%
ECL C 0.32%
PNC C 0.32%
MSI A 0.32%
AON A 0.32%
USB C 0.31%
TGT C 0.31%
BDX C 0.3%
APD C 0.29%
CSX D 0.29%
MCK F 0.28%
AJG C 0.27%
AFL A 0.27%
EMR B 0.27%
RSG D 0.27%
EPD A 0.27%
ROP D 0.26%
TFC D 0.25%
MET A 0.25%
AEP C 0.24%
PSX D 0.24%
O C 0.24%
SRE C 0.23%
BK A 0.23%
TRV B 0.23%
ALL A 0.22%
GWW B 0.22%
KMB D 0.21%
PAYX B 0.21%
MPLX B 0.2%
LHX A 0.2%
AMP A 0.2%
MCHP F 0.19%
PRU B 0.19%
CMI A 0.19%
PEG A 0.19%
COR F 0.19%
FAST C 0.18%
KR C 0.18%
NDAQ C 0.18%
A B 0.18%
SYY D 0.17%
GLW C 0.17%
RMD C 0.16%
ED C 0.16%
NUE D 0.16%
XEL C 0.16%
HUM F 0.16%
EXR D 0.16%
HIG A 0.15%
HPQ B 0.15%
DFS A 0.15%
TSCO A 0.14%
LYB B 0.14%
XYL C 0.14%
VMC D 0.14%
EIX C 0.14%
BRO A 0.13%
WEC B 0.13%
CDW D 0.13%
ROK D 0.13%
PPG D 0.13%
STT A 0.12%
CAH B 0.12%
K B 0.12%
HSY D 0.12%
AWK D 0.12%
ADM F 0.12%
FITB C 0.12%
ES D 0.11%
TROW D 0.11%
ERIE A 0.11%
BR B 0.11%
RJF B 0.11%
CHD D 0.11%
DOV C 0.11%
DTE B 0.11%
BBY C 0.1%
HUBB A 0.1%
AEE A 0.1%
STE D 0.1%
WSM C 0.09%
PFG A 0.09%
CLX C 0.09%
CSL A 0.09%
MKC C 0.09%
ARE D 0.09%
BAH C 0.09%
CINF A 0.09%
RF B 0.09%
CMS A 0.09%
ATO A 0.09%
CBOE B 0.09%
LII C 0.09%
WST D 0.09%
WRB C 0.09%
HRL F 0.08%
WSO C 0.08%
FDS C 0.08%
AVY D 0.08%
JBHT D 0.08%
MAS C 0.08%
MAA D 0.08%
EXPD D 0.08%
ESS D 0.08%
WLK C 0.08%
PKG B 0.08%
GPC D 0.08%
STLD C 0.08%
SNA C 0.07%
NI A 0.07%
LNT B 0.07%
RPM A 0.07%
KEY B 0.07%
RS D 0.07%
IEX D 0.07%
SWK C 0.07%
FNF C 0.07%
TSN D 0.07%
DGX D 0.07%
SJM D 0.06%
JKHY A 0.06%
CHRW C 0.06%
EMN C 0.06%
ELS D 0.06%
REG C 0.06%
MORN B 0.06%
FIX A 0.06%
CASY D 0.06%
EVRG C 0.06%
AES C 0.06%
RGA B 0.06%
HEI C 0.06%
RNR A 0.06%
POOL D 0.06%
GGG C 0.06%
CE D 0.06%
UDR C 0.06%
NDSN C 0.06%
DPZ D 0.06%
HII F 0.05%
ATR A 0.05%
WTRG D 0.05%
BEN F 0.05%
REXR D 0.05%
AOS C 0.05%
LECO D 0.05%
RRX B 0.05%
UNM A 0.05%
ALB D 0.05%
AFG A 0.05%
SCI D 0.05%
IPG D 0.05%
CUBE C 0.05%
ITT C 0.05%
SSD B 0.04%
ENSG D 0.04%
OGE C 0.04%
AIT B 0.04%
LAD C 0.04%
NNN C 0.04%
DCI B 0.04%
EGP D 0.04%
INGR B 0.04%
TTC F 0.04%
CHE D 0.04%
SEIC B 0.04%
RGLD C 0.04%
PRI A 0.04%
ORI A 0.04%
GL C 0.04%
MKTX B 0.04%
EVR C 0.04%
CHDN C 0.04%
PNW C 0.04%
AIZ B 0.04%
CADE B 0.03%
EXPO A 0.03%
THO C 0.03%
TKR B 0.03%
CBT B 0.03%
R C 0.03%
BMI A 0.03%
TRNO D 0.03%
LFUS C 0.03%
OSK F 0.03%
AXS A 0.03%
FAF C 0.03%
BOKF B 0.03%
PB D 0.03%
MSA F 0.03%
ZION D 0.03%
RLI A 0.03%
RHI D 0.03%
STAG D 0.03%
CFR B 0.03%
AGCO D 0.03%
WTFC B 0.03%
SSB C 0.03%
FR D 0.03%
ADC C 0.03%
CBSH D 0.03%
WBA F 0.03%
UFPI C 0.03%
WDFC B 0.02%
NWE C 0.02%
MAN D 0.02%
PRGO F 0.02%
GFF C 0.02%
CCOI B 0.02%
POWI F 0.02%
SR D 0.02%
IBOC D 0.02%
CNO B 0.02%
KAI C 0.02%
BKH C 0.02%
FUL F 0.02%
ASH F 0.02%
AGO B 0.02%
AVNT C 0.02%
NJR C 0.02%
DDS D 0.02%
PII D 0.02%
GATX F 0.02%
CNS C 0.02%
FELE C 0.02%
POR D 0.02%
FLO D 0.02%
OZK D 0.02%
LANC F 0.02%
AVT B 0.02%
MATX C 0.02%
UBSI D 0.02%
AL D 0.02%
UMBF C 0.02%
IDA D 0.02%
UGI C 0.02%
NXST D 0.02%
SWX C 0.02%
FFIN D 0.02%
THG A 0.02%
SON D 0.02%
HOMB D 0.02%
MDU C 0.02%
NFG A 0.02%
SLGN B 0.02%
SIGI D 0.02%
WTS C 0.02%
BCPC C 0.02%
BC C 0.02%
MSEX C 0.01%
SCVL D 0.01%
TR D 0.01%
WABC F 0.01%
UVV D 0.01%
LNN C 0.01%
TCBK D 0.01%
HMN B 0.01%
CSGS B 0.01%
SRCE D 0.01%
NWN D 0.01%
APOG B 0.01%
STBA D 0.01%
LKFN D 0.01%
ANDE D 0.01%
GTY C 0.01%
SCL D 0.01%
CHCO D 0.01%
AGM D 0.01%
WSBC D 0.01%
TNC F 0.01%
SYBT C 0.01%
SJW D 0.01%
DKL B 0.01%
NHC D 0.01%
HI F 0.01%
LMAT A 0.01%
WOR F 0.01%
NBTB D 0.01%
SXI B 0.01%
FRME D 0.01%
MTRN F 0.01%
TOWN C 0.01%
INDB D 0.01%
HNI B 0.01%
HWKN B 0.01%
SFNC B 0.01%
CPK C 0.01%
TRN C 0.01%
WAFD D 0.01%
IOSP F 0.01%
ABR C 0.01%
KWR F 0.01%
AVA D 0.01%
WSFS D 0.01%
AWR B 0.01%
CBU D 0.01%
CWT D 0.01%
FIBK C 0.01%
ASB D 0.01%
OTTR F 0.01%
NSP F 0.01%
MGEE C 0.01%
JJSF C 0.01%
ABM D 0.01%
AUB D 0.01%
BRC C 0.01%
BANF D 0.01%
FLIC B 0.0%
BMRC D 0.0%
JOUT F 0.0%
ARTNA F 0.0%
ODC D 0.0%
HVT F 0.0%
CTO D 0.0%
AROW D 0.0%
THFF D 0.0%
HIFS D 0.0%
YORW F 0.0%
WASH C 0.0%
CASS F 0.0%
UHT D 0.0%
PLOW D 0.0%
SMBC B 0.0%
GSBC D 0.0%
HBNC D 0.0%
MBWM D 0.0%
MATW F 0.0%
HFWA D 0.0%
SPTN C 0.0%
FCBC D 0.0%
TMP C 0.0%
PFC D 0.0%
MNRO B 0.0%
HY D 0.0%
CTBI B 0.0%
AMSF B 0.0%
SBSI D 0.0%
GRC B 0.0%
GABC D 0.0%
PFM Underweight 4 Positions Relative to HDUS
Symbol Grade Weight
NVDA B -4.09%
GOOGL B -3.49%
AMZN C -2.64%
META A -1.49%
Compare ETFs