Hartford Disciplined US Equity ETFHDUS

HartfordUS Stock StylesLarge Cap#369 of 701 by YTD

$73.14

+1.5% last session

+13.3% YTD

Data as of 11/4/20264:00 PM ET · End-of-day

Dividend-adjusted total return · S&P 500 uses VOO · Dec 31, 2025 – Nov 4, 2026HDUSS&P 500 · VOO

Returns	1D	1M	3M	YTD	1Y	3Y	5Y	MAX
Total return	+1.5%	−1.1%	−0.7%	+13.3%	+13.2%	+87.1%	—	+94.5%
Peer average	+1.1%	−1.2%	−0.5%	+12.3%	+13.1%	+76.8%	+60.9%	—
S&P 500 · VOO	+1.6%	−1.6%	0.0%	+13.4%	+13.5%	+91.7%	+81.2%	—

Key Statistics

Open all fund facts →

AUM: $115M
Expense ratio: 0.19%
Distribution yield: 1.4%
NAV: $71.84
Volume: 3K
Avg. volume 30D: 8K
High today: $73.28
Low today: $72.98
Previous close: $72.05
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+191.2%$96.0M

#2RSSYReturn Stacked+33.6%$101M

#3SMRIBushido+33.5%$703M

#4MAKXProShares+33.0%$4.9M

#5FLOWGlobal X+31.0%$36.5M

#6CSDInvesco+30.0%$209M

#7LSAFLeader Shares+29.9%$133M

#8EKGFirst Trust+29.2%$9.4M

#101HDUSHartford+13.3%$115M

End-of-day Nov 5, 2026 · 263 Large cap ETFs by YTD

$10,000 in HDUS

$10,000 in HDUS became

$19,452

In the S&P 500 (VOO)

$20,541

Total return, dividends in · Nov 17, 2022 – Nov 4, 2026 · S&P 500 uses VOO

HDUS’s Top Holdings

Today

NVDANvidia 0016.0%AAPL6.0%MSFT5.7%GOOGL4.0%AMZN3.2%AVGO2.2%META1.8%LLY1.3%JNJ1.3%TSLA1.2%V1.2%VZ1.2%PEP1.1%MU1.1%JPM1.0%CSCO1.0%AMD1.0%KO1.0%XOM1.0%TROW1.0%MA1.0%EOG1.0%

NVDANvidia 0016.0%AAPL6.0%MSFT5.7%GOOGL4.0%AMZN3.2%AVGO2.2%META1.8%LLY1.3%JNJ1.3%TSLA1.2%V1.2%VZ1.2%

TechnologyCommunication ServicesFinancial ServicesConsumer CyclicalHealthcareOther

Hartford HDUS · 275 holdings · top 22 shown · tile size = share of the fund · as of Nov 4, 2026

What HDUS Holds

Today

Technology35.3%

NVDA 6.0 · AAPL 6.0 · MSFT 5.7 · AVGO 2.2 · MU 1.1 · CSCO 1.0 · AMD 1.0

Communication Services10.7%

GOOGL 4.0 · META 1.8 · VZ 1.2 · T · NWSA · NYT · CMCSA

Financial Services10.4%

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

Industrials8.8%

GE · SNA · GD · DCI · CMI · RTX · LMT

Consumer Cyclical8.3%

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

Healthcare7.7%

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

Real Estate5.6%

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

Hartford HDUS · share of the fund by sector · as of Nov 4, 2026

Nvidia’s Share of HDUS

Today

6.0%

$60 of every $1,000 in HDUS is Nvidia

Nvidia held by HDUS

$6.9M

Most Nvidia per dollar

SMH20.6%

SMHX20.1%

GXPT19.9%

FDG19.0%

Hartford HDUS · each square = $10 of $1,000 · as of Nov 4, 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 5, 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 5, 2026

Inside HDUS

275 holdings · as of Nov 4, 2026

HDUS

Hartford Disciplined US Equity ETF

Today

Technology35.3%NVDA6.0%AAPL6.0%MSFTAVGOMU CSCO14 moreCommunication Services10.7%GOOGL4.0%METAVZ T NWSANYT1 moreFinancial Services10.4%V JPMTROWMA BNY7 moreIndustrials8.8%GE SNAGD 7 moreConsumer Cyclical8.3%AMZNTSLAMUSA2 moreHealthcare7.7%LLYJNJ5 moreReal Estate5.6%LAMROHINLYSPGConsumer Defensive4.9%PEPKO MO PG TXNMCNPEnergy3.1%

#	Ticker	Company	Weight ▼
1	NVDA	Nvidia 001	6.00%
2	AAPL	Apple 00001	5.97%
3	MSFT	Microsoft 00000625	5.68%
4	GOOGL	Alphabet 001	4.01%
5	AMZN	Amazon. 01	3.23%
6	AVGO	Broadcom	2.17%
7	META	META Platforms 000006	1.77%
8	LLY	ELI Lilly +	1.34%
9	JNJ	Johnson + Johnson Usd1.0	1.29%
10	TSLA	Tesla 001	1.19%

TechnologyCommunication ServicesFinancial ServicesIndustrialsConsumer CyclicalHealthcareReal EstateConsumer DefensiveUtilitiesEnergyBasic Materials

Hartford HDUS · current holdings by weight · as of Nov 4, 2026 · each tile is one holding · top 20 = 43.4%

How It Compares

HDUS

Hartford Disciplined US Equity ETF’s Peers


DFAC	DimensionalRead Desk	0.21%	+17.7%	+15.8%	$87.6B
IWB	iSharesRead Desk	0.15%	+13.2%	+13.0%	$47.8B
DIA	SPDRRead Desk	0.16%	+14.2%	+12.2%	$45.1B
DCOR	DimensionalRead Desk	0.17%	+17.4%	+15.9%	$45.0B
SCHB	SchwabRead Desk	0.03%	+13.3%	+13.3%	$44.0B
HDUS	HartfordThis fundRead Desk	0.19%	+13.2%	+13.3%	$115M

Large cap peers · Past-year and ytd returns · as of Nov 5, 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

+15.8%

+13.3%

DFAC wins+2.4 pts

Past year

+17.7%

+13.2%

DFAC wins+4.5 pts

Fee

0.21%

0.19%

HDUS winslower fee

Yield

0.9%

1.4%

HDUS wins+0.5 pts

AUM

$87.6B

$115M

DFAC761.9× more

2–2level

Dimensional DFAC and Hartford HDUS · year-to-date · as of Nov 5, 2026 · AUM not scored

HDUS vs VOO

HDUS · Hartford Disciplined US Equity

+13.2%

VOO · S&P 500

+13.5%

Gap

0.2 pts

Hartford HDUS and Vanguard VOO · 1Y total return · as of Nov 5, 2026

HDUS vs Its Peer Average

YTD

HDUSAvsBPeer average

1D+1.5%+1.1%

1M−1.1%−1.2%

3M−0.7%−0.5%

YTD+13.3%+12.3%

1Y+13.2%+13.1%

3Y+87.1%+76.8%

5Y[…]+60.9%

5–1HDUS wins

306 Large cap peers · each row scaled to its leader

The Details

HDUS

Risk

4/5our risk indicator

CalmerBumpier

Volatility · 1Y11.48%

Deepest drop · 1Y−7.5%

Lowest point · 5Y−2.5%

52-week range

$73.14

$61.38−2.6% from the high$75.12

Hartford HDUS · past-year price moves · as of Nov 5, 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 5, 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 today3K

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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