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HDUS seeks to enhance a broad market Index of approximately 1,000 U.S. securities by emphasizing risk, value, momentum, and quality. It has $120 million in assets and a 0.19% ER. My analysis revealed only minor advantages in risk and momentum over broad-based ETFs like SPY and IWB. Unfortunately, I found no advantage in quality. Instead, HDUS could benefit from a 20.76x forward P/E that's about two points cheaper than its benchmark. I found similar discounts on other metrics like EV-EBITDA and EV-Sales.
Evidence has shown that many investors miss out on returns by trying to time the market. It's particularly hard to predict which factors will win, making it important for portfolios to get balanced exposure across multiple diversified return drivers.
Hartford Funds' disciplined U.S. equity ETF offers attractive dividends while serving as a style-pure core ETF. Dividend stocks can help enhance total returns, particularly in down or volatile markets.
Contrary to what many prestidigitators had predicted, the U.S. has not yet fallen into recession. But that doesn't mean investors think the economy is out of the woods just yet.
Many investors want dividends but don't want to make a style bet on value. Particularly in down or choppy markets, investors can boost total returns by investing in dividend stocks.
On the surface, the Hartford Multifactor US Equity ETF (ROUS) and the Hartford Disciplined US Equity ETF (HDUS) may sound very similar. While both funds provide exposure to the U.S. equity market, the funds have two unique use cases.
Hartford Funds announced today the launch of the Hartford Disciplined US Equity ETF (NYSE Arca: HDUS), a U.S. large-cap, style-pure product that trades on the New York Stock Exchange.
SEC filings for HDUS aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.