SPYI vs. HDUS ETF Comparison

Comparison of NEOS S&P 500 High Income ETF (SPYI) to Hartford Disciplined US Equity ETF (HDUS)

SPYI

NEOS S&P 500 High Income ETF

SPYI Description

SHP ETF Trust - NEOS S&P 500 High Income ETF is an exchange traded fund launched by Faith Investor Services LLC. The fund is managed by Neos Investment Management, LLC. The fund invests in public equity markets of the United States. The fund invests directly and through derivatives in stocks of companies operating across diversified sectors. It uses derivatives such as options to create its portfolio. The fund invests in growth and value stocks of large-cap companies, within the market capitalization range of the S&P 500 Index. SHP ETF Trust - NEOS S&P 500 High Income ETF was formed on August 30, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$51.96

Average Daily Volume

607,658

Number of Holdings ^*

499

* 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	SPYI	HDUS
30 Days	2.57%	3.75%
60 Days	4.02%	5.23%
90 Days	5.68%	7.06%
12 Months	22.34%	31.94%

180 Overlapping Holdings

Symbol	Grade	Weight in SPYI	Weight in HDUS	Overlap
AAPL	C	6.82%	5.07%	5.07%
ABBV	D	0.61%	1.03%	0.61%
ABNB	C	0.13%	0.21%	0.13%
ABT	B	0.46%	0.51%	0.46%
ACN	C	0.5%	0.4%	0.4%
ADBE	C	0.5%	0.14%	0.14%
AFL	B	0.13%	0.28%	0.13%
AMAT	F	0.33%	0.39%	0.33%
AMD	F	0.51%	0.07%	0.07%
AMGN	D	0.34%	0.2%	0.2%
AMZN	C	3.87%	3.51%	3.51%
APH	A	0.19%	0.46%	0.19%
AVB	B	0.05%	0.14%	0.05%
AVGO	D	1.48%	1.31%	1.31%
AXP	A	0.35%	0.19%	0.19%
BAC	A	0.65%	0.07%	0.07%
BBY	D	0.02%	0.06%	0.02%
BG	F	0.02%	0.26%	0.02%
BK	A	0.14%	0.61%	0.14%
BKNG	A	0.11%	0.48%	0.11%
BLK	C	0.23%	0.13%	0.13%
BMY	B	0.27%	0.72%	0.27%
BR	A	0.05%	0.12%	0.05%
BRK.A	B	1.78%	0.46%	0.46%
BSX	B	0.3%	0.32%	0.3%
C	A	0.31%	0.09%	0.09%
CAT	B	0.45%	0.23%	0.23%
CB	C	0.23%	0.44%	0.23%
CBOE	B	0.04%	0.64%	0.04%
CDNS	B	0.18%	0.16%	0.16%
CHRW	C	0.0%	0.3%	0.0%
CINF	A	0.04%	0.01%	0.01%
CL	D	0.17%	0.64%	0.17%
CMG	B	0.07%	0.09%	0.07%
CMI	A	0.08%	0.88%	0.08%
COP	C	0.31%	0.3%	0.3%
COST	B	0.83%	0.63%	0.63%
CPB	D	0.01%	0.07%	0.01%
CRM	B	0.71%	0.36%	0.36%
CRWD	B	0.15%	0.2%	0.15%
CSCO	B	0.55%	0.31%	0.31%
CTAS	B	0.17%	0.62%	0.17%
CTSH	B	0.09%	0.54%	0.09%
CVX	A	0.57%	0.92%	0.57%
DELL	C	0.08%	0.02%	0.02%
DGX	A	0.01%	0.29%	0.01%
DHR	F	0.33%	0.08%	0.08%
DRI	B	0.04%	0.11%	0.04%
DTE	C	0.05%	0.07%	0.05%
DUK	C	0.2%	0.12%	0.12%
EA	A	0.07%	0.48%	0.07%
EBAY	D	0.07%	0.26%	0.07%
ECL	D	0.1%	0.11%	0.1%
EIX	B	0.07%	0.14%	0.07%
EOG	A	0.19%	0.43%	0.19%
EQR	B	0.06%	0.08%	0.06%
ESS	B	0.01%	0.23%	0.01%
ETN	A	0.29%	0.24%	0.24%
FANG	D	0.04%	0.22%	0.04%
FDX	B	0.12%	0.25%	0.12%
FICO	B	0.03%	0.33%	0.03%
FOXA	B	0.02%	0.26%	0.02%
GD	F	0.12%	0.15%	0.12%
GDDY	A	0.05%	0.47%	0.05%
GE	D	0.45%	0.15%	0.15%
GEHC	F	0.07%	0.13%	0.07%
GILD	C	0.26%	0.5%	0.26%
GLW	B	0.08%	0.13%	0.08%
GM	B	0.17%	0.02%	0.02%
GOOGL	C	2.1%	3.92%	2.1%
GPC	D	0.03%	0.09%	0.03%
GS	A	0.36%	0.11%	0.11%
HCA	F	0.14%	0.09%	0.09%
HD	A	0.82%	0.46%	0.46%
HPQ	B	0.07%	0.13%	0.07%
HSY	F	0.04%	0.23%	0.04%
IBM	C	0.46%	0.71%	0.46%
INTU	C	0.39%	0.26%	0.26%
IRM	D	0.07%	0.43%	0.07%
ISRG	A	0.43%	0.02%	0.02%
IT	C	0.02%	0.07%	0.02%
JBHT	C	0.01%	0.02%	0.01%
JKHY	D	0.01%	0.03%	0.01%
JNJ	D	0.78%	1.49%	0.78%
JNPR	F	0.02%	0.04%	0.02%
JPM	A	1.39%	0.92%	0.92%
KKR	A	0.19%	0.06%	0.06%
KLAC	D	0.14%	0.29%	0.14%
KMB	D	0.08%	0.23%	0.08%
KMI	A	0.13%	0.32%	0.13%
KO	D	0.5%	0.44%	0.44%
KVUE	A	0.09%	0.63%	0.09%
LKQ	D	0.02%	0.01%	0.01%
LLY	F	1.24%	0.93%	0.93%
LMT	D	0.23%	0.32%	0.23%
LOW	D	0.32%	0.19%	0.19%
LRCX	F	0.16%	0.16%	0.16%
MCD	D	0.46%	0.29%	0.29%
MCK	B	0.14%	0.38%	0.14%
MCO	B	0.11%	0.41%	0.11%
MDT	D	0.26%	0.22%	0.22%
META	D	2.55%	1.88%	1.88%
MMC	B	0.23%	0.18%	0.18%
MMM	D	0.15%	0.16%	0.15%
MO	A	0.23%	1.11%	0.23%
MPC	D	0.13%	0.18%	0.13%
MPWR	F	0.02%	0.11%	0.02%
MRK	F	0.57%	0.26%	0.26%
MS	A	0.39%	0.41%	0.39%
MSCI	C	0.02%	0.04%	0.02%
MSFT	F	6.28%	5.41%	5.41%
MSI	B	0.12%	0.16%	0.12%
NDAQ	A	0.06%	0.18%	0.06%
NEE	D	0.36%	0.22%	0.22%
NFLX	A	0.75%	0.6%	0.6%
NOW	A	0.42%	0.18%	0.18%
NRG	B	0.04%	0.1%	0.04%
NTAP	C	0.05%	0.58%	0.05%
NVDA	C	7.22%	6.03%	6.03%
NWSA	B	0.02%	0.2%	0.02%
NXPI	D	0.13%	0.37%	0.13%
ODFL	B	0.09%	0.05%	0.05%
OMC	C	0.02%	0.28%	0.02%
ORCL	B	0.62%	0.69%	0.62%
OTIS	C	0.08%	0.06%	0.06%
PANW	C	0.24%	0.16%	0.16%
PAYX	C	0.09%	0.05%	0.05%
PEG	A	0.11%	0.38%	0.11%
PEP	F	0.5%	1.18%	0.5%
PFE	D	0.33%	0.19%	0.19%
PGR	A	0.35%	0.32%	0.32%
PKG	A	0.01%	0.2%	0.01%
PLTR	B	0.26%	0.26%	0.26%
PNC	B	0.17%	0.12%	0.12%
PRU	A	0.1%	0.22%	0.1%
PYPL	B	0.21%	0.02%	0.02%
QCOM	F	0.39%	0.49%	0.39%
REGN	F	0.15%	0.03%	0.03%
RL	B	0.0%	0.34%	0.0%
RMD	C	0.06%	0.27%	0.06%
RTX	C	0.33%	0.32%	0.32%
SBUX	A	0.25%	0.07%	0.07%
SHW	A	0.16%	0.46%	0.16%
SNA	A	0.01%	0.06%	0.01%
SNPS	B	0.13%	0.05%	0.05%
SO	D	0.22%	0.2%	0.2%
SPG	B	0.11%	0.33%	0.11%
SPGI	C	0.31%	0.27%	0.27%
STT	A	0.06%	0.15%	0.06%
SWKS	F	0.02%	0.05%	0.02%
SYK	C	0.3%	0.08%	0.08%
T	A	0.38%	0.53%	0.38%
TER	D	0.02%	0.08%	0.02%
TFC	A	0.14%	0.05%	0.05%
TGT	F	0.12%	0.04%	0.04%
TJX	A	0.31%	0.07%	0.07%
TMO	F	0.42%	0.16%	0.16%
TMUS	B	0.28%	0.25%	0.25%
TPR	B	0.02%	0.03%	0.02%
TRGP	B	0.09%	0.13%	0.09%
TROW	B	0.05%	0.53%	0.05%
TRV	B	0.11%	0.28%	0.11%
TSCO	D	0.06%	0.17%	0.06%
TSLA	B	1.91%	1.36%	1.36%
TT	A	0.18%	0.14%	0.14%
TXN	C	0.39%	1.13%	0.39%
UBER	D	0.33%	0.29%	0.29%
UNH	C	1.17%	0.79%	0.79%
VLO	C	0.11%	0.21%	0.11%
VRSK	A	0.07%	0.26%	0.07%
VRTX	F	0.27%	0.36%	0.27%
VZ	C	0.42%	1.2%	0.42%
WFC	A	0.51%	0.27%	0.27%
WMB	A	0.16%	0.21%	0.16%
WMT	A	0.77%	0.69%	0.69%
WST	C	0.01%	0.35%	0.01%
WTW	B	0.06%	0.09%	0.06%
XOM	B	1.13%	1.05%	1.05%
YUM	B	0.08%	0.55%	0.08%
ZTS	D	0.18%	0.14%	0.14%

SPYI Overweight 319 Positions Relative to HDUS

Symbol	Grade	Weight
GOOG	C	1.8%
V	A	1.02%
MA	C	0.89%
PG	A	0.84%
DIS	B	0.49%
LIN	D	0.46%
PM	B	0.46%
CMCSA	B	0.4%
HON	B	0.32%
UNP	C	0.32%
FI	A	0.3%
BX	A	0.29%
SCHW	B	0.27%
PLD	D	0.25%
ADI	D	0.25%
ADP	B	0.25%
MU	D	0.25%
INTC	D	0.24%
DE	A	0.24%
GEV	B	0.21%
UPS	C	0.21%
CI	F	0.2%
AMT	D	0.2%
MDLZ	F	0.2%
NKE	D	0.2%
ICE	C	0.19%
BA	F	0.18%
USB	A	0.18%
CME	A	0.18%
EQIX	A	0.18%
CVS	D	0.17%
ELV	F	0.17%
WM	A	0.17%
AON	A	0.16%
CSX	B	0.16%
EMR	A	0.16%
ITW	B	0.16%
ANET	C	0.16%
WELL	A	0.16%
FCX	D	0.15%
CARR	D	0.15%
COF	B	0.15%
CEG	D	0.15%
HLT	A	0.15%
PH	A	0.15%
OKE	A	0.15%
BDX	F	0.14%
APD	A	0.14%
SLB	C	0.14%
ADSK	A	0.13%
FTNT	C	0.13%
SRE	A	0.13%
PSX	C	0.13%
PCAR	B	0.13%
JCI	C	0.13%
AMP	A	0.12%
FIS	C	0.12%
AIG	B	0.12%
MAR	B	0.12%
AJG	B	0.12%
VST	B	0.11%
CPRT	A	0.11%
NSC	B	0.11%
NEM	D	0.11%
D	C	0.11%
NOC	D	0.11%
DLR	B	0.11%
MET	A	0.11%
AEP	D	0.11%
ROP	B	0.11%
EW	C	0.1%
HWM	A	0.1%
F	C	0.1%
LHX	C	0.1%
FAST	B	0.1%
DHI	D	0.1%
RCL	A	0.1%
DFS	B	0.1%
CCI	D	0.1%
PCG	A	0.1%
BKR	B	0.1%
MNST	C	0.09%
SYY	B	0.09%
ROST	C	0.09%
GIS	D	0.09%
RSG	A	0.09%
HES	B	0.09%
DAL	C	0.09%
EXC	C	0.09%
CTVA	C	0.09%
VICI	C	0.08%
ACGL	D	0.08%
ED	D	0.08%
PWR	A	0.08%
IQV	D	0.08%
MCHP	D	0.08%
PSA	D	0.08%
A	D	0.08%
O	D	0.08%
CHTR	C	0.08%
DD	D	0.08%
KR	B	0.08%
CBRE	B	0.08%
AME	A	0.08%
IR	B	0.08%
XEL	A	0.08%
ALL	A	0.08%
RJF	A	0.07%
LULU	C	0.07%
ON	D	0.07%
ANSS	B	0.07%
GPN	B	0.07%
EXR	D	0.07%
KDP	D	0.07%
DOW	F	0.07%
CNC	D	0.07%
OXY	D	0.07%
LEN	D	0.07%
FITB	A	0.07%
HIG	B	0.07%
STZ	D	0.06%
RF	A	0.06%
COR	B	0.06%
HBAN	A	0.06%
CCL	B	0.06%
UAL	A	0.06%
FTV	C	0.06%
ROK	B	0.06%
DXCM	D	0.06%
HAL	C	0.06%
WEC	A	0.06%
CSGP	D	0.06%
HPE	B	0.06%
VMC	B	0.06%
SYF	B	0.06%
ETR	B	0.06%
ADM	D	0.06%
HUM	C	0.06%
NUE	C	0.06%
ZBH	C	0.05%
DOV	A	0.05%
WAB	B	0.05%
SBAC	D	0.05%
IP	B	0.05%
CFG	B	0.05%
BRO	B	0.05%
CTRA	B	0.05%
CHD	B	0.05%
GRMN	B	0.05%
ES	D	0.05%
WY	D	0.05%
FE	C	0.05%
MTB	A	0.05%
WBD	C	0.05%
CAH	B	0.05%
PPG	F	0.05%
VTR	C	0.05%
XYL	D	0.05%
DVN	F	0.05%
PHM	D	0.05%
EFX	F	0.05%
PPL	B	0.05%
KHC	F	0.05%
LYB	F	0.04%
PFG	D	0.04%
GEN	B	0.04%
VTRS	A	0.04%
BIIB	F	0.04%
CLX	B	0.04%
LDOS	C	0.04%
BALL	D	0.04%
WRB	A	0.04%
EQT	B	0.04%
IFF	D	0.04%
BAX	D	0.04%
BLDR	D	0.04%
TSN	B	0.04%
FSLR	F	0.04%
KEYS	A	0.04%
AEE	A	0.04%
MRO	B	0.04%
CDW	F	0.04%
WDC	D	0.04%
EXPE	B	0.04%
PTC	A	0.04%
INVH	D	0.04%
KEY	B	0.04%
TRMB	B	0.04%
CMS	C	0.04%
ORLY	B	0.04%
TDG	D	0.04%
STE	F	0.04%
LUV	C	0.04%
TTWO	A	0.04%
CNP	B	0.04%
VLTO	D	0.04%
NTRS	A	0.04%
NCLH	B	0.03%
DOC	D	0.03%
AXON	A	0.03%
DLTR	F	0.03%
LNT	A	0.03%
CAG	D	0.03%
UDR	B	0.03%
HST	C	0.03%
EVRG	A	0.03%
EXPD	D	0.03%
EL	F	0.03%
JBL	B	0.03%
J	F	0.03%
NI	A	0.03%
DG	F	0.03%
LVS	C	0.03%
LYV	A	0.03%
GWW	B	0.03%
AZO	C	0.03%
AWK	D	0.03%
MAS	D	0.03%
MKC	D	0.03%
TXT	D	0.03%
HOLX	D	0.03%
URI	B	0.03%
STLD	B	0.03%
MAA	B	0.03%
AMCR	D	0.03%
ATO	A	0.03%
K	A	0.03%
KIM	A	0.03%
TYL	B	0.02%
MTD	D	0.02%
CPAY	A	0.02%
CZR	F	0.02%
NVR	D	0.02%
MOS	F	0.02%
TECH	D	0.02%
INCY	C	0.02%
SOLV	C	0.02%
IVZ	B	0.02%
REG	B	0.02%
LW	C	0.02%
DAY	B	0.02%
KMX	B	0.02%
MTCH	D	0.02%
HRL	D	0.02%
BXP	D	0.02%
L	A	0.02%
SWK	D	0.02%
ERIE	D	0.02%
AKAM	D	0.02%
AES	F	0.02%
IDXX	F	0.02%
CF	B	0.02%
ROL	B	0.02%
MLM	B	0.02%
MGM	D	0.02%
APTV	D	0.02%
MRNA	F	0.02%
IPG	D	0.02%
STX	D	0.02%
DECK	A	0.02%
ALB	C	0.02%
SW	A	0.02%
PNR	A	0.02%
ARE	D	0.02%
CPT	B	0.01%
TFX	F	0.01%
CRL	C	0.01%
ALLE	D	0.01%
MKTX	D	0.01%
PAYC	B	0.01%
GNRC	B	0.01%
AIZ	A	0.01%
UHS	D	0.01%
VRSN	F	0.01%
EPAM	C	0.01%
NDSN	B	0.01%
AVY	D	0.01%
POOL	C	0.01%
FFIV	B	0.01%
DPZ	C	0.01%
IEX	B	0.01%
ALGN	D	0.01%
FOX	A	0.01%
EG	C	0.01%
LH	C	0.01%
ULTA	F	0.01%
MOH	F	0.01%
PARA	C	0.01%
FDS	B	0.01%
PODD	C	0.01%
ZBRA	B	0.01%
SMCI	F	0.01%
WAT	B	0.01%
BEN	C	0.01%
WBA	F	0.01%
TDY	B	0.01%
APA	D	0.01%
HAS	D	0.01%
CTLT	B	0.01%
TAP	C	0.01%
BWA	D	0.01%
ENPH	F	0.01%
HUBB	B	0.01%
MHK	D	0.0%
DVA	B	0.0%
NWS	B	0.0%
FMC	D	0.0%
QRVO	F	0.0%
AOS	F	0.0%
CE	F	0.0%
HSIC	B	0.0%
WYNN	D	0.0%
PNW	B	0.0%
EMN	D	0.0%
HII	D	0.0%
GL	B	0.0%
RVTY	F	0.0%
SJM	D	0.0%
FRT	B	0.0%

SPYI Underweight 83 Positions Relative to HDUS

Symbol	Grade	Weight
LAMR	D	-0.76%
JHG	A	-0.7%
KNF	A	-0.67%
ALSN	B	-0.6%
EME	C	-0.57%
DBX	B	-0.54%
RHI	B	-0.51%
TXRH	C	-0.49%
GLPI	C	-0.48%
STWD	C	-0.47%
RPM	A	-0.45%
R	B	-0.43%
AXS	A	-0.4%
MLI	C	-0.39%
MUSA	A	-0.38%
HRB	D	-0.38%
BAH	F	-0.37%
RDN	C	-0.36%
DCI	B	-0.34%
ADC	B	-0.34%
STAG	F	-0.33%
AGNC	D	-0.33%
OHI	C	-0.31%
INGR	B	-0.3%
CRBG	B	-0.28%
FSS	B	-0.25%
NYT	C	-0.23%
CHRD	D	-0.23%
ALV	C	-0.22%
NNN	D	-0.22%
APP	B	-0.21%
MANH	D	-0.21%
GWRE	A	-0.21%
ALTR	B	-0.21%
ORI	A	-0.2%
LNG	B	-0.19%
BJ	A	-0.17%
HUBS	A	-0.17%
ACI	C	-0.16%
FLEX	A	-0.16%
DY	D	-0.14%
CSWI	A	-0.14%
CBT	C	-0.13%
DDOG	A	-0.13%
DKS	C	-0.12%
OC	A	-0.11%
COKE	C	-0.11%
GNTX	C	-0.1%
VRNS	D	-0.1%
ESI	A	-0.1%
MTG	C	-0.09%
DASH	A	-0.09%
WSM	B	-0.09%
LII	A	-0.09%
CUBE	D	-0.08%
CROX	D	-0.08%
HLNE	B	-0.07%
NTNX	A	-0.07%
ESTC	C	-0.05%
CHH	A	-0.05%
FLO	D	-0.05%
COIN	C	-0.05%
INSP	D	-0.04%
DTM	B	-0.04%
FNF	B	-0.04%
CACI	D	-0.04%
RBLX	C	-0.04%
ZS	C	-0.04%
AYI	B	-0.04%
EVR	B	-0.03%
IBKR	A	-0.03%
MORN	B	-0.03%
CSL	C	-0.03%
SMAR	A	-0.03%
CRUS	D	-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%
RYN	D	-0.01%
EGP	F	-0.01%