Hartford Disciplined US Equity ETFHDUS

HartfordUS Stock StylesLarge Cap#376 of 701 by YTD

$72.05

+0.2% last session

+11.6% YTD

Data as of 11/3/20264:00 PM ET · End-of-day

Dividend-adjusted total return · S&P 500 uses VOO · Dec 31, 2025 – Nov 3, 2026HDUSS&P 500 · VOO

Returns	1D	1M	3M	YTD	1Y	3Y	5Y	MAX
Total return	+0.2%	−2.2%	−2.4%	+11.6%	+11.7%	+86.6%	—	+91.6%
Peer average	+0.2%	−1.7%	−1.7%	+11.3%	+12.0%	+76.2%	+57.5%	—
S&P 500 · VOO	+0.3%	−2.6%	−1.7%	+11.5%	+11.9%	+90.9%	+77.5%	—

Key Statistics

Open all fund facts →

AUM: $115M
Expense ratio: 0.19%
Distribution yield: 1.4%
NAV: $71.84
Volume: 4K
Avg. volume 30D: 8K
High today: $72.27
Low today: $71.99
Previous close: $71.90
52-week high: $75.12
52-week low: $61.38
Our risk indicator: 4/5

HDUS in One Breath

HDUS Among Large Cap ETFs

YTD

#1NRGUREX Microsectors+252.7%$96.0M

#2RSSYReturn Stacked+34.7%$101M

#3MAKXProShares+33.0%$4.9M

#4SMRIBushido+31.2%$703M

#5CSDInvesco+30.9%$209M

#6IGEiShares+29.9%$810M

#7IEZiShares+29.0%$376M

#8FLOWGlobal X+28.2%$36.5M

#104HDUSHartford+11.6%$115M

End-of-day Nov 4, 2026 · 263 Large cap ETFs by YTD

$10,000 in HDUS

$10,000 in HDUS became

$19,162

In the S&P 500 (VOO)

$20,213

Total return, dividends in · Nov 17, 2022 – Nov 3, 2026 · S&P 500 uses VOO

HDUS’s Top Holdings

Today

AAPLApple 000016.1%NVDA5.9%MSFT5.5%GOOGL4.0%AMZN3.2%AVGO2.1%META1.7%LLY1.3%JNJ1.3%TSLA1.2%V1.2%PEP1.2%VZ1.2%MU1.1%JPM1.0%CSCO1.0%KO1.0%XOM1.0%MA1.0%TROW1.0%AMD1.0%EOG1.0%

AAPLApple 000016.1%NVDA5.9%MSFT5.5%GOOGL4.0%AMZN3.2%AVGO2.1%META1.7%LLY1.3%JNJ1.3%TSLA1.2%V1.2%PEP1.2%

TechnologyCommunication ServicesFinancial ServicesConsumer CyclicalHealthcareOther

Hartford HDUS · 275 holdings · top 22 shown · tile size = share of the fund · as of Nov 3, 2026

What HDUS Holds

Today

Technology35.3%

AAPL 6.1 · NVDA 5.9 · MSFT 5.5 · AVGO 2.1 · MU 1.1 · CSCO 1.0 · AMD

Communication Services10.7%

GOOGL 4.0 · META 1.7 · VZ 1.2 · T · NYT · NWSA · CMCSA

Financial Services10.4%

V 1.2 · JPM 1.0 · MA 1.0 · TROW · BNY · SEIC · MS

Industrials8.8%

GE · SNA · GD · CMI · DCI · RTX · LMT

Consumer Cyclical8.3%

AMZN 3.2 · TSLA 1.2 · MUSA · BBY · BKNG · TJX · AVY

Healthcare7.7%

LLY 1.3 · JNJ 1.3 · 0Y6X.L · ABBV · GILD · UNH · AMGN

Real Estate5.6%

LAMR · NLY · OHI · SPG · AGNC · IRM · EPR

Hartford HDUS · share of the fund by sector · as of Nov 3, 2026

Apple’s Share of HDUS

Today

6.1%

$61 of every $1,000 in HDUS is Apple

Apple held by HDUS

$7.0M

Most Apple per dollar

GXPT20.8%

FTEC17.9%

IYW17.4%

MNZL16.6%

Hartford HDUS · each square = $10 of $1,000 · as of Nov 3, 2026

HDUS’s Share of Large Cap ETFs

Today

0.0%

of the $850B in 307 Large cap ETFs

HDUS$115M0.0%

DFAC$87.6B10.3%

IWB$47.8B5.6%

304 others$715B84.1%

Large cap ETF AUM · Nov 4, 2026

HDUS Fee per $100 vs Peers

Today

$0.19a year
per $100

$19 a year on $10,000

SCHB$0.03

IWB$0.15

DIA$0.16

DCOR$0.17

HDUS$0.19

DFAC$0.21

Expense ratio · Large cap peers · Nov 4, 2026

Inside HDUS

275 holdings · as of Nov 3, 2026

HDUS

Hartford Disciplined US Equity ETF

Today

Technology35.3%AAPL6.1%NVDA5.9%MSFTAVGOMU CSCO14 moreCommunication Services10.7%GOOGL4.0%METAVZ 1 moreFinancial Services10.4%V JPMMA TROWBNY7 moreIndustrials8.8%GE SNAGD 7 moreConsumer Cyclical8.3%AMZNTSLAMUSA2 moreHealthcare7.7%LLYJNJ5 moreReal Estate5.6%LAMRNLYOHISPGConsumer Defensive4.9%PEPKO PG TXNMCNPDUKAEPEnergy3.2%CVX

#	Ticker	Company	Weight ▼
1	AAPL	Apple 00001	6.11%
2	NVDA	Nvidia 001	5.88%
3	MSFT	Microsoft 00000625	5.55%
4	GOOGL	Alphabet 001	4.01%
5	AMZN	Amazon. 01	3.17%
6	AVGO	Broadcom	2.11%
7	META	META Platforms 000006	1.73%
8	LLY	ELI Lilly +	1.34%
9	JNJ	Johnson + Johnson Usd1.0	1.31%
10	TSLA	Tesla 001	1.21%

TechnologyCommunication ServicesFinancial ServicesIndustrialsConsumer CyclicalHealthcareReal EstateConsumer DefensiveUtilitiesEnergyBasic Materials

Hartford HDUS · current holdings by weight · as of Nov 3, 2026 · each tile is one holding · top 20 = 43.2%

How It Compares

HDUS

Hartford Disciplined US Equity ETF’s Peers

YTD


DFAC	DimensionalRead Desk	0.21%	+14.1%	+16.0%	$87.6B
IWB	iSharesRead Desk	0.15%	+11.3%	+11.6%	$47.8B
DIA	SPDRRead Desk	0.16%	+8.8%	+10.3%	$45.1B
DCOR	DimensionalRead Desk	0.17%	+14.2%	+15.7%	$45.0B
SCHB	SchwabRead Desk	0.03%	+11.6%	+11.7%	$44.0B
HDUS	HartfordThis fundRead Desk	0.19%	+11.6%	+11.7%	$115M

Large cap peers · YTD and past-year returns · as of Nov 4, 2026 · sorted by AUM

Head to Head

Put HDUS head to head with DFAC →

DFAC vs HDUS

YTD

DFACDimensional · Large capHDUSHartford · Large cap

Year to date

+14.1%

+11.6%

DFAC wins+2.5 pts

Past year

+16.0%

+11.7%

DFAC wins+4.3 pts

Fee

0.21%

0.19%

HDUS winslower fee

Yield

0.9%

1.4%

HDUS wins+0.6 pts

AUM

$87.6B

$115M

DFAC761.9× more

2–2level

Dimensional DFAC and Hartford HDUS · year-to-date · as of Nov 4, 2026 · AUM not scored

HDUS vs VOO

YTD

HDUS · Hartford Disciplined US Equity

+11.6%

VOO · S&P 500

+11.5%

Gap

0.1 pts

Hartford HDUS and Vanguard VOO · YTD total return · as of Nov 4, 2026

HDUS vs Its Peer Average

YTD

HDUSAvsBPeer average

1D+0.2%+0.2%

1M−2.2%−1.7%

3M−2.4%−1.7%

YTD+11.6%+11.3%

1Y+11.7%+12.0%

3Y+86.6%+76.2%

5Y[…]+57.5%

2–4Peer average wins

306 Large cap peers · each row scaled to its leader

The Details

HDUS

Risk

4/5our risk indicator

CalmerBumpier

Volatility · 1Y11.39%

Deepest drop · 1Y−7.5%

Lowest point · 5Y−2.5%

52-week range

$72.05

$61.38−4.1% from the high$75.12

Hartford HDUS · past-year price moves · as of Nov 4, 2026

HDUS

Fund Facts

Today

2022launched Nov 16

Tracks[…]

Exchange · CUSIPAMEX · 518416870

StructureETF

Leverage1x

Cost on $10,000$19 a year

Go deeper

Prospectus & documents Trading & liquidity Fees & costs Distributions

Hartford HDUS · fund facts · as of Nov 4, 2026

HDUS

Payouts by Year

$0.29per share, Sep 2026

Distribution yield1.4%

PaidEvery quarter

Latest ex-date · paidSep 25 · Sep 29, 2026

12 payouts added up$2.82 a share

Hartford HDUS · distributions by ex-date · 2022–2026

All Fund FactsDocuments · trading · fees · every payout

Prospectus & Documents

Trading & Liquidity

Net asset value$71.84

Premium / discount[…]

Median spread · 30D[…]

Volume today4K

Average volume · 30D8K

Shares outstanding[…]

Options[…]

Fees & Costs

Net expense ratio0.19%

Gross expense ratio[…]

Management fee[…]

Cost on $10,000 a year$19.00

Our risk indicator4/5

Estimated yearly cost excludes trading costs and assumes constant assets.

Distributions

Ex-date	Paid	Per share
Sep 25, 2026	Sep 29, 2026	$0.29
Jun 25, 2026	Jun 29, 2026	$0.21
Mar 25, 2026	Mar 27, 2026	$0.19
Dec 23, 2025	Dec 26, 2025	$0.35
Sep 25, 2025	Sep 29, 2025	$0.20
Jun 25, 2025	Jun 27, 2025	$0.22
Mar 25, 2025	Mar 27, 2025	$0.19
Dec 23, 2024	Dec 26, 2024	$0.37
Sep 26, 2024	Sep 30, 2024	$0.19
Jun 27, 2024	Jul 1, 2024	$0.17
Mar 25, 2024	Mar 28, 2024	$0.16
Dec 22, 2023	Dec 28, 2023	$0.29

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