SUSA vs. HDUS ETF Comparison

Comparison of iShares MSCI USA ESG Select ETF (SUSA) to Hartford Disciplined US Equity ETF (HDUS)

SUSA

iShares MSCI USA ESG Select ETF

SUSA Description

iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.

Grade (RS Rating)

Last Trade

$124.71

Average Daily Volume

60,399

Number of Holdings ^*

175

* 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	SUSA	HDUS
30 Days	4.04%	3.75%
60 Days	4.55%	5.23%
90 Days	6.30%	7.06%
12 Months	32.95%	31.94%

81 Overlapping Holdings

Symbol	Grade	Weight in SUSA	Weight in HDUS	Overlap
AAPL	C	4.77%	5.07%	4.77%
ACN	C	0.67%	0.4%	0.4%
ADBE	C	1.02%	0.14%	0.14%
AMAT	F	0.81%	0.39%	0.39%
AMD	F	0.55%	0.07%	0.07%
AMGN	D	0.66%	0.2%	0.2%
AVGO	D	1.56%	1.31%	1.31%
AXP	A	1.02%	0.19%	0.19%
BBY	D	0.39%	0.06%	0.06%
BG	F	0.45%	0.26%	0.26%
BK	A	0.67%	0.61%	0.61%
BKNG	A	0.38%	0.48%	0.38%
BR	A	0.54%	0.12%	0.12%
CAT	B	0.13%	0.23%	0.13%
CDNS	B	0.71%	0.16%	0.16%
CHRW	C	0.57%	0.3%	0.3%
CMI	A	0.67%	0.88%	0.67%
COST	B	0.57%	0.63%	0.57%
CRM	B	1.18%	0.36%	0.36%
CSCO	B	0.73%	0.31%	0.31%
DGX	A	0.45%	0.29%	0.29%
DHR	F	0.6%	0.08%	0.08%
EA	A	0.72%	0.48%	0.48%
ECL	D	1.3%	0.11%	0.11%
GDDY	A	0.39%	0.47%	0.39%
GE	D	0.59%	0.15%	0.15%
GILD	C	1.14%	0.5%	0.5%
GOOGL	C	2.0%	3.92%	2.0%
HCA	F	0.23%	0.09%	0.09%
HD	A	1.68%	0.46%	0.46%
HPQ	B	0.21%	0.13%	0.13%
HUBS	A	0.19%	0.17%	0.17%
IBM	C	0.76%	0.71%	0.71%
INTU	C	1.06%	0.26%	0.26%
IRM	D	0.21%	0.43%	0.21%
IT	C	0.1%	0.07%	0.07%
KMB	D	0.41%	0.23%	0.23%
KO	D	1.62%	0.44%	0.44%
LII	A	0.44%	0.09%	0.09%
LKQ	D	0.49%	0.01%	0.01%
LLY	F	1.31%	0.93%	0.93%
LNG	B	0.85%	0.19%	0.19%
LOW	D	0.72%	0.19%	0.19%
LRCX	F	0.46%	0.16%	0.16%
MCO	B	0.54%	0.41%	0.41%
MMC	B	0.29%	0.18%	0.18%
MMM	D	0.77%	0.16%	0.16%
MRK	F	0.51%	0.26%	0.26%
MS	A	1.12%	0.41%	0.41%
MSFT	F	4.66%	5.41%	4.66%
NDAQ	A	0.26%	0.18%	0.18%
NFLX	A	0.49%	0.6%	0.49%
NOW	A	0.91%	0.18%	0.18%
NVDA	C	5.47%	6.03%	5.47%
NXPI	D	0.44%	0.37%	0.37%
OC	A	0.11%	0.11%	0.11%
PANW	C	0.31%	0.16%	0.16%
PEP	F	0.81%	1.18%	0.81%
PGR	A	0.69%	0.32%	0.32%
PNC	B	0.29%	0.12%	0.12%
PRU	A	0.8%	0.22%	0.22%
QCOM	F	0.29%	0.49%	0.29%
REGN	F	0.08%	0.03%	0.03%
SNOW	C	0.09%	0.01%	0.01%
SNPS	B	0.29%	0.05%	0.05%
SPGI	C	0.59%	0.27%	0.27%
STT	A	0.13%	0.15%	0.13%
TFC	A	0.11%	0.05%	0.05%
TGT	F	0.27%	0.04%	0.04%
TRGP	B	0.78%	0.13%	0.13%
TRV	B	0.45%	0.28%	0.28%
TSCO	D	0.25%	0.17%	0.17%
TSLA	B	1.8%	1.36%	1.36%
TT	A	1.5%	0.14%	0.14%
TXN	C	1.28%	1.13%	1.13%
VLO	C	0.28%	0.21%	0.21%
VRTX	F	0.35%	0.36%	0.35%
VZ	C	0.5%	1.2%	0.5%
WSM	B	0.42%	0.09%	0.09%
WST	C	0.23%	0.35%	0.23%
ZTS	D	0.8%	0.14%	0.14%

SUSA Overweight 94 Positions Relative to HDUS

Symbol	Grade	Weight
GOOG	C	1.91%
OKE	A	1.53%
K	A	1.38%
ADP	B	1.29%
CRH	A	1.19%
V	A	0.99%
MA	C	0.95%
PNR	A	0.92%
ADSK	A	0.84%
GWW	B	0.78%
EXPD	D	0.77%
DECK	A	0.74%
GIS	D	0.74%
HPE	B	0.65%
FERG	B	0.63%
DIS	B	0.62%
EQIX	A	0.58%
CCI	D	0.58%
CLX	B	0.58%
ELV	F	0.52%
XYL	D	0.51%
WDAY	B	0.51%
BKR	B	0.51%
AXON	A	0.48%
VLTO	D	0.47%
PG	A	0.46%
IDXX	F	0.44%
CBRE	B	0.42%
HBAN	A	0.41%
WAT	B	0.4%
ES	D	0.4%
INTC	D	0.39%
A	D	0.37%
AMT	D	0.36%
EW	C	0.34%
SLB	C	0.34%
KEYS	A	0.34%
TWLO	A	0.31%
ANET	C	0.31%
JCI	C	0.3%
WELL	A	0.29%
STE	F	0.28%
DVA	B	0.27%
ED	D	0.27%
FIS	C	0.27%
MU	D	0.26%
TRMB	B	0.25%
ANSS	B	0.24%
ACGL	D	0.23%
ZBH	C	0.22%
CHD	B	0.22%
CARR	D	0.21%
TEAM	A	0.2%
COO	D	0.2%
KR	B	0.2%
HOLX	D	0.19%
SYF	B	0.19%
MELI	D	0.19%
MRVL	B	0.19%
LH	C	0.18%
NEM	D	0.18%
MOH	F	0.18%
NTRS	A	0.18%
CNH	C	0.17%
FDS	B	0.16%
IFF	D	0.15%
BALL	D	0.14%
RCL	A	0.14%
ALNY	D	0.14%
FSLR	F	0.13%
KDP	D	0.13%
PTC	A	0.13%
MDB	C	0.13%
MTD	D	0.12%
PWR	A	0.12%
MKC	D	0.12%
SOLV	C	0.11%
IPG	D	0.11%
LULU	C	0.11%
NI	A	0.11%
FBIN	D	0.11%
NUE	C	0.11%
APTV	D	0.1%
WDC	D	0.1%
DXCM	D	0.1%
STX	D	0.1%
RIVN	F	0.09%
LIN	D	0.09%
PPG	F	0.09%
BIIB	F	0.08%
AVTR	F	0.08%
HUM	C	0.08%
KHC	F	0.08%
AKAM	D	0.08%

SUSA Underweight 182 Positions Relative to HDUS

Symbol	Grade	Weight
AMZN	C	-3.51%
META	D	-1.88%
JNJ	D	-1.49%
MO	A	-1.11%
XOM	B	-1.05%
ABBV	D	-1.03%
JPM	A	-0.92%
CVX	A	-0.92%
UNH	C	-0.79%
LAMR	D	-0.76%
BMY	B	-0.72%
JHG	A	-0.7%
ORCL	B	-0.69%
WMT	A	-0.69%
KNF	A	-0.67%
CBOE	B	-0.64%
CL	D	-0.64%
KVUE	A	-0.63%
CTAS	B	-0.62%
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%
TROW	B	-0.53%
RHI	B	-0.51%
ABT	B	-0.51%
TXRH	C	-0.49%
GLPI	C	-0.48%
STWD	C	-0.47%
APH	A	-0.46%
BRK.A	B	-0.46%
SHW	A	-0.46%
RPM	A	-0.45%
CB	C	-0.44%
R	B	-0.43%
EOG	A	-0.43%
AXS	A	-0.4%
MLI	C	-0.39%
PEG	A	-0.38%
MUSA	A	-0.38%
MCK	B	-0.38%
HRB	D	-0.38%
BAH	F	-0.37%
RDN	C	-0.36%
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%
KMI	A	-0.32%
LMT	D	-0.32%
OHI	C	-0.31%
COP	C	-0.3%
INGR	B	-0.3%
UBER	D	-0.29%
KLAC	D	-0.29%
MCD	D	-0.29%
AFL	B	-0.28%
OMC	C	-0.28%
CRBG	B	-0.28%
WFC	A	-0.27%
RMD	C	-0.27%
PLTR	B	-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%
ETN	A	-0.24%
NYT	C	-0.23%
HSY	F	-0.23%
ESS	B	-0.23%
CHRD	D	-0.23%
ALV	C	-0.22%
MDT	D	-0.22%
NEE	D	-0.22%
NNN	D	-0.22%
FANG	D	-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%
PKG	A	-0.2%
CRWD	B	-0.2%
SO	D	-0.2%
ORI	A	-0.2%
NWSA	B	-0.2%
PFE	D	-0.19%
MPC	D	-0.18%
BJ	A	-0.17%
ACI	C	-0.16%
TMO	F	-0.16%
FLEX	A	-0.16%
MSI	B	-0.16%
GD	F	-0.15%
AVB	B	-0.14%
DY	D	-0.14%
CSWI	A	-0.14%
EIX	B	-0.14%
GLW	B	-0.13%
CBT	C	-0.13%
GEHC	F	-0.13%
DDOG	A	-0.13%
BLK	C	-0.13%
DUK	C	-0.12%
DKS	C	-0.12%
GS	A	-0.11%
MPWR	F	-0.11%
COKE	C	-0.11%
DRI	B	-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%
DASH	A	-0.09%
GPC	D	-0.09%
C	A	-0.09%
CMG	B	-0.09%
TER	D	-0.08%
CUBE	D	-0.08%
EQR	B	-0.08%
SYK	C	-0.08%
CROX	D	-0.08%
HLNE	B	-0.07%
SBUX	A	-0.07%
DTE	C	-0.07%
TJX	A	-0.07%
NTNX	A	-0.07%
BAC	A	-0.07%
CPB	D	-0.07%
OTIS	C	-0.06%
SNA	A	-0.06%
KKR	A	-0.06%
ODFL	B	-0.05%
PAYX	C	-0.05%
ESTC	C	-0.05%
CHH	A	-0.05%
FLO	D	-0.05%
COIN	C	-0.05%
SWKS	F	-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%
JNPR	F	-0.04%
AYI	B	-0.04%
MSCI	C	-0.04%
EVR	B	-0.03%
TPR	B	-0.03%
IBKR	A	-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%
TMDX	F	-0.01%
OGN	D	-0.01%
CINF	A	-0.01%
RYN	D	-0.01%
EGP	F	-0.01%