Hartford Disciplined US Equity ETF
$71.90−0.23 (−0.32%)
- 0.19%
- $115M
- +11.9%
- 1.43%
- 27.3K sh
- low $61.38high $75.12
The ETF.net HDUS Grade
B
Score 67 out of 100
- 8 of 29
Score 67 of 100 falls in the B band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.C50 out of 100Rank 14 of 29Mission
Whether the fund did what it promised, tested against its stated mandate.A100 out of 100Rank 1 of 22Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.B63 out of 100Rank 7 of 29Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.C54 out of 100Rank 10 of 29Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.A76 out of 100Rank 6 of 28Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.C40 out of 100Rank 22 of 29
Our read on HDUS
In short
BA core US large-cap holding with a factor engine under the hood: Hartford's own index rules tilt toward value, momentum and quality while leashing how far the portfolio can drift from the cap-weighted market.
Stated mandate
The fund seeks investment results, before fees and expenses, that correspond to the total return of an index tracking exchange-traded U.S. large-cap equity securities.
Why people hold it
Worth knowing
HDUS Holdings
- Stocks
- 241
- 33%
- AAPL
Sectors
- Technology35.3%
- Communication10.7%
- Financials10.4%
- Industrials8.8%
- Consumer Discretionary8.3%
- Health Care7.7%
- Real Estate5.6%
- Consumer Staples4.9%
- Utilities3.6%
- Energy3.1%
- Materials1.7%
Geography
- United States99.78%
- Switzerland0.10%
- United Kingdom0.09%
- Mexico0.03%
HDUS Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.Not enough history yet.
HDUS$11,187
Returns run to the Oct 30, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | HDUS |
|---|---|
| Year to date | +11.8% |
| 1 month | −0.6% |
| 3 months | +0.4% |
| 1 year | +11.9% |
| 3 years | +22.4% |
| 5 years | |
| 10 years |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | HDUS |
|---|---|---|
| 2026 YTD | +11.8% | |
| 2025 | +17.2% | |
| 2024 | +23.6% | |
| 2023 | +21.2% | |
| 2022 | −2.1% |
HDUS in the news
HDUS Dividends
- 1.43%
- $1.03
- $0.29 per share
- Quarterly
HDUS Risk
- 11.7%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 1.43
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −17.9%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.95
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
HDUS Cost
Overpaying vs BKLC, cheapest in US Large-Cap
$3,952
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
HDUS 0.19%
$3,952
BKLC 0.00% Cheapest
$0
Cost over time
Year by year
| Year | HDUS | BKLC | Overpaying |
|---|---|---|---|
| 10 | $347 | $0 | $347 |
| 20 | $1,351 | $0 | $1,351 |
| 30 | $3,952 | $0 | $3,952 |
Other funds in US Large-Cap
- AVONEVanguard Russell 1000 ETFExpense ratio 0.06%1 year return +11.8%
- AIWLiShares Russell Top 200 ETFExpense ratio 0.15%1 year return +10.5%
- BSPXTProShares S&P 500 Ex-Technology ETFExpense ratio 0.09%1 year return +10.7%
- BSPXNProShares S&P 500 Ex-Financials ETFExpense ratio 0.09%1 year return +12.2%
- BXOEFiShares S&P 500 ex S&P 100 ETFExpense ratio 0.20%1 year return +19.0%
