HDUS - ETF AI Analysis
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Hartford Disciplined US Equity ETF (HDUS)
HDUS, the Hartford Disciplined US Equity ETF, earns a solid overall rating thanks to large positions in high-quality tech leaders like Microsoft, Apple, and Alphabet, which all show strong financial performance and promising growth in areas such as cloud computing, AI, and services. The fund also benefits from diversification into healthcare names like Johnson & Johnson and Eli Lilly, though some holdings face risks from high valuations, leverage, or mixed technical signals. The main risk factor is the fund’s meaningful concentration in major technology and AI-related companies, which can increase sensitivity to shifts in that sector.
HDUS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 117.27M
- Region
- North America
- Expense Ratio
- 0.19%
- Beta
- 0.93
- Issuer
- Hartford
- Inception Date
- Nov 17, 2022
- Dividend Yield
- 1.43%
- Asset Class
- Equity
- Index Tracked
- Hartford Disciplined US Equity Index - Benchmark TR Gross
HDUS Summary
Hartford Disciplined US Equity ETF (HDUS) is a fund that follows the Hartford Disciplined US Equity Index, focusing on large, well-established U.S. companies. It spreads your money across many sectors, with a big tilt toward technology, financials, and communication services. Well-known holdings include Apple and Microsoft, along with other major names like Amazon and Alphabet (Google). Someone might invest in HDUS for broad diversification across leading U.S. businesses and potential long-term growth. A key risk is that the fund can rise or fall with the overall U.S. stock market, especially large tech-related companies.
How much will it cost me?
HDUS has an expense ratio of 0.19%, which means you’ll pay about $1.90 per year for every $1,000 invested. This cost is slightly higher than the cheapest index ETFs because HDUS is actively managed, but it’s still reasonably low compared with many other active funds.
What would affect this ETF?
HDUS could benefit if the U.S. economy remains healthy, technology and communication services keep growing, and major holdings like Nvidia, Apple, and Microsoft continue to innovate and maintain strong profits. On the other hand, rising interest rates, tighter regulations on big tech, or a broad U.S. market downturn could hurt large-cap stocks and weigh on this ETF’s performance.
HDUS Top 10 Holdings
HDUS is essentially riding the Big Tech and AI wave, with heavy exposure to U.S. giants like Apple and Microsoft, both steadily adding fuel to the fund’s returns. Nvidia and Amazon are also key players, though Nvidia’s recent wobble has taken a bit of shine off its earlier strength. Alphabet and Meta have been more mixed, occasionally acting as a brake rather than an engine. Micron’s surging AI-driven momentum helps offset some of that volatility, leaving the ETF clearly concentrated in U.S. technology and communication names with a domestic large-cap tilt.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 6.18% | $7.24M | $5.03T | 26.98% | 79Outperform |
 NVDA | Nvidia | 6.09% | $7.14M | $4.93T | 0.86% | 76Outperform |
 MSFT | Microsoft | 5.68% | $6.65M | $3.88T | -0.73% | 79Outperform |
 GOOGL | Alphabet Class A | 4.00% | $4.69M | $3.41T | -0.58% | 85Outperform |
 AMZN | Amazon | 3.09% | $3.62M | $2.59T | 7.85% | 71Outperform |
 AVGO | Broadcom | 2.22% | $2.60M | $1.56T | -13.38% | 76Outperform |
 META | Meta Platforms | 1.75% | $2.05M | $1.57T | -7.72% | 76Outperform |
 JNJ | Johnson & Johnson | 1.31% | $1.53M | $657.68B | 44.51% | 78Outperform |
 LLY | Eli Lilly & Co | 1.28% | $1.50M | $1.33T | 67.86% | 72Outperform |
 MU | Micron | 1.21% | $1.42M | $1.00T | 294.96% | 79Outperform |
HDUS Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HDUS, the sentiment is Negative. The current price of 72.13 is below the 20-day moving average (MA) of 73.25, below the 50-day MA of 73.24, and above the 200-day MA of 69.55, indicating a neutral trend. The MACD of -0.12 indicates Positive momentum. The RSI at 40.12 is Neutral, neither overbought nor oversold. The STOCH value of 49.31 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HDUS.
HDUS Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| HDUS | $72.13 | $81.00(12.30% Upside) | $117.27M | 0.19% | 74Outperform |
 INFO | $27.73 | $33.94(22.41% Upside) | $961.91M | 0.35% | 74Outperform |
 AFLG | $44.27 | $53.02(19.76% Upside) | $933.48M | 0.55% | 74Outperform |
 XVV | $57.72 | $71.09(23.16% Upside) | $902.08M | 0.08% | 74Outperform |
 ROCY | $54.69 | $67.23(22.94% Upside) | $890.97M | 0.35% | 73Outperform |
 PTL | $269.36 | $341.59(26.81% Upside) | $888.20M | 0.09% | 70Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| HDUS | Hartford Disciplined US Equity ETF | 72.13 | 7.54 | 11.68% | |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 27.73 | 3.30 | 13.53% | |
| AFLG | First Trust Active Factor Large Cap ETF | 44.27 | 5.48 | 14.14% | |
| XVV | iShares ESG Screened S&P 500 ETF | 57.72 | 5.42 | 10.37% | |
| ROCY | JPMorgan Equity Premium Yield ETF | 54.69 | 6.65 | 13.83% | |
| PTL | Inspire 500 ETF | 269.36 | 20.84 | 8.38% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.