HDUS
Hartford Disciplined US Equity ETF
HDUS is passively managed to invest in a broad portfolio of US large-cap stocks that target balanced exposures across value, momentum, and quality factors at lower volatility level, while controlling overall active risk factors.
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 194.1 M
ASSETS UNDER MGMT
19 bp
EXPENSES
Fund Basics
| Inception date | Nov 17, 2022 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Annually |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| NVIDIA CORP | 7.0 % |
| ALPHABET INC. CLASS A | 6.1 % |
| MICROSOFT CORP | 5.3 % |
| APPLE INC | 5.1 % |
| AMAZON.COM INC | 3.9 % |
| BROADCOM INC. | 2.7 % |
| META PLATFORMS INC | 2.1 % |
| TESLA MOTORS INC | 1.4 % |
| EXXON MOBIL CORP | 1.2 % |
| JOHNSON & JOHNSON | 1.2 % |
Constituent Breakdown
| Number of holdings | 242 |
| Herfindahl-Hirschman Index | 205 |
| Wgt avg mkt cap (mns) | $1,184,668 |
| Large cap (>$10bn) | 88.0% |
| Mid cap ($2-10bn) | 8.9% |
| Small cap (<$2bn) | 0.3% |
| Developed mkts. | 98.9% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 96.1 % |
 |
IRELAND | 1.9 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 10.8% | 26.1% | 19.1% | 20.4% | -- | -- | -- | 18.3% |
| Dividend Yield | 0.3% | 1.9% | 1.9% | 1.8% | -- | -- | -- | 1.8% |
| Total Returns | 11.2% | 28.0% | 21.0% | 22.2% | -- | -- | -- | 20.1% | Ann. Volatility | 12.2% | 11.0% | 15.3% | 14.0% | -- | -- | -- | 14.2% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.91 | 97% |
| MSCI EAFE | 0.55 | 56% |
| MSCI Emg Mkts | 0.41 | 54% |
Liquidity Measures
| Avg. volume (000) | 8 |
| ADV traded (mns) | $1 |
| Turnover | 0.3% |
| Avg. Bid/Ask (% of price) | 0.16% |
Technical Indicators
| 30d moving avg. (EMA) | $69.86 |
| Relative strength (RSI) | 68 |
| MACD/Signal | 1.08/1.09 |
| Bollinger Bands (Upper/Lower) | $72.38/$69.01 |
| Short interest (% of AUM) | 0.2% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. HDUS |
Expenses vs. HDUS |
ALTAR Score™ vs. HDUS |
|---|---|---|---|---|
| TOV | JLens 500 Jewish Advocacy U.S. ETF | 60.8% | -1 bp | -0.9% |
| RAUS | RACWI US ETF | 60.4% | -4 bp | -0.7% |
| VOXP | Vox Populi ETF | 60.2% | +11 bp | -1.0% |
| RVRB | Reverb ETF | 59.5% | +11 bp | -0.7% |
| GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 59.1% | -12 bp | -0.7% |
| BKLC | BNY Mellon US Large Cap Core Equity ETF | 59.0% | -19 bp | -0.7% |
| VOO | Vanguard S&P 500 ETF | 59.0% | -16 bp | -0.6% |
| BBUS | JP Morgan Betabuilders U.S. Equity ETF | 58.9% | -17 bp | -0.6% |
| VOTE | TCW Transform 500 ETF | 58.9% | -14 bp | -0.7% |
| VV | Vanguard Large-Cap ETF | 58.8% | -15 bp | -0.7% |
Risk and Returns: HDUS vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/3/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
5.3%
ALTAR SCORE™
51st
PERCENTILE
NEUTRAL
ETFRC RATING
There are 1,399 funds in the US Equity category with an average
ALTAR Score™ of 5.3% and a standard deviation
of 2.1%. HDUS's ALTAR Score™ is approximately 0.0 standard
deviations above the category average. This places HDUS in the 51st percentile
among funds in the category.
Sell-Side Consensus
$80.89
PRICE TARGET
+11.5%
UPSIDE