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See exactly how HDUS's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
The same diagram the Chart Builder draws, right on the Summary tab. Upgrade to unlock it for HDUS and 80,000+ other tickers.
This ETF is designed to mirror the comprehensive financial returns of a particular market index. Its main goal is to replicate the index's performance before any operational fees or expenses are factored in. The underlying index itself monitors the performance of major U.S.-based companies whose stocks are actively traded on public exchanges.
The Hartford Disciplined US Equity ETF (HDUS) was launched on November 16, 2022, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Blend segment of the US equity market.
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.