SDY vs. HDUS ETF Comparison

Comparison of SPDR S&P Dividend ETF (SDY) to Hartford Disciplined US Equity ETF (HDUS)

SDY

SPDR S&P Dividend ETF

SDY Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index. In seeking to track the performance of the S&P High Yield Dividend Aristocrats Index, the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the highest dividend yielding S&P Composite 1500Â® Index constituents that have followed a managed-dividends policy of consistently increasing dividends every year for at least 20 consecutive years. It is non-diversified.

Grade (RS Rating)

Last Trade

$140.86

Average Daily Volume

213,707

Number of Holdings ^*

132

* 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 ^*

* may have additional holdings in another (foreign) market

Performance

Period	SDY	HDUS
30 Days	1.54%	4.05%
60 Days	7.80%	10.71%
90 Days	11.97%	4.77%
12 Months	28.31%	33.89%

2 Overlapping Holdings

	Symbol	Grade	Weight in SDY	Weight in HDUS	Overlap
	ABBV	C	1.71%	1.62%	1.62%
	JNJ	D	1.49%	1.61%	1.49%

SDY Overweight 130 Positions Relative to HDUS

Symbol	Grade	Weight
O	C	2.77%
KVUE	C	2.33%
IBM	A	1.96%
XEL	C	1.92%
EIX	C	1.77%
SO	A	1.75%
ED	C	1.72%
CVX	B	1.72%
MDT	C	1.68%
WEC	B	1.59%
KMB	D	1.51%
XOM	A	1.48%
PEP	F	1.41%
KO	C	1.4%
NEE	C	1.4%
TROW	D	1.35%
LMT	A	1.34%
MCD	A	1.33%
ADM	F	1.32%
SYY	D	1.32%
TGT	C	1.32%
APD	C	1.3%
CINF	A	1.18%
ES	D	1.18%
CLX	C	1.17%
TXN	C	1.16%
AFL	A	1.15%
ADP	A	1.14%
FAST	C	1.12%
ITW	C	1.1%
GPC	D	1.1%
MKC	C	1.1%
ATO	A	1.09%
PG	D	1.06%
LOW	C	1.04%
BBY	C	1.03%
CAH	B	1.0%
ESS	D	1.0%
NOC	B	0.98%
NKE	D	0.97%
ABT	C	0.95%
PPG	D	0.92%
CL	D	0.92%
LHX	A	0.91%
GD	C	0.89%
AMCR	C	0.88%
SWK	C	0.87%
RPM	A	0.84%
CAT	A	0.84%
LNT	B	0.79%
EMR	B	0.78%
MCHP	F	0.76%
EVRG	C	0.74%
ERIE	A	0.71%
BDX	C	0.7%
CHRW	C	0.69%
ADI	B	0.69%
CB	A	0.68%
QCOM	D	0.67%
SJM	D	0.66%
ALB	D	0.65%
AOS	C	0.6%
JKHY	A	0.6%
WMT	A	0.59%
LIN	C	0.58%
PNR	C	0.58%
LECO	D	0.58%
GGG	C	0.58%
NUE	D	0.57%
WM	B	0.57%
NDSN	C	0.55%
ATR	A	0.54%
DOV	C	0.52%
TTC	F	0.5%
EXPD	D	0.5%
DCI	B	0.49%
FDS	C	0.49%
WTRG	D	0.49%
HRL	F	0.49%
CHD	D	0.48%
ORI	A	0.48%
RSG	D	0.47%
RGLD	C	0.47%
SHW	C	0.46%
NNN	C	0.46%
FRT	D	0.44%
GWW	B	0.43%
ECL	C	0.42%
CSL	A	0.39%
SEIC	B	0.38%
SPGI	C	0.37%
CTAS	C	0.36%
RNR	A	0.36%
CFR	B	0.35%
MSA	F	0.35%
RLI	A	0.35%
BEN	F	0.33%
CBSH	D	0.33%
PB	D	0.32%
WRB	C	0.29%
SON	D	0.29%
NFG	A	0.29%
BRO	A	0.27%
UGI	C	0.27%
BMI	A	0.27%
PII	D	0.26%
FLO	D	0.25%
UBSI	D	0.24%
NJR	C	0.24%
ROP	D	0.23%
UMBF	C	0.22%
BKH	C	0.22%
FELE	C	0.22%
CASY	D	0.22%
OZK	D	0.22%
FUL	F	0.22%
OGS	C	0.21%
LANC	F	0.2%
SR	D	0.19%
PRGO	F	0.18%
ABM	D	0.17%
BRC	C	0.17%
AWR	B	0.16%
CWT	D	0.16%
AVA	D	0.15%
CPK	C	0.14%
CBU	D	0.13%
WST	D	0.1%
SJW	D	0.09%
SCL	D	0.09%

SDY Underweight 8 Positions Relative to HDUS

Symbol	Grade	Weight
AAPL	C	-6.21%
MSFT	D	-5.3%
NVDA	B	-4.09%
GOOGL	B	-3.49%
AMZN	C	-2.64%
AVGO	B	-1.82%
META	A	-1.49%
JPM	C	-1.39%