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HDUS · Hartford Disciplined US Equity ETF

Equity fundTracks an index0.19% fee$204mSince Nov 17, 2022SEC filings ↗
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HDUS tracks an index and returned +15.2% over the past year.

+15.2%
Total return, 1 year
0.19%
Expense ratio
239
Holdings
−1.8%
Below its high
WindowTotal returnS&P 500Gap to S&P 500Gap to Nasdaq-100
3M Jul 2 – Oct 2, 2026+3.2%+3.6%−0.4 pts−2.1 pts
6M Apr 2 – Oct 2, 2026+15.9%+17.9%−2.0 pts−12.5 pts
1Y Oct 2, 2025 – Oct 2, 2026+15.2%+16.2%−1.1 pts−9.2 pts
3Y Oct 3, 2023 – Oct 2, 2026+84.4%+89.3%−4.9 pts−30.4 pts
Since listing Nov 17, 2022 – Oct 2, 2026+94.9%+105.6%−10.8 pts−74.6 pts

HDUS over each window to Oct 2, 2026. Every figure is an ETFIQ calculation. Source: ETFIQ.

HDUS top ten by weight, 35.3% of its 239 equity positions, from the holdings filed for Jul 31, 2026. An index fund holds what the index holds, so this is the index. Source: the fund’s SEC filing.

NVIDIA Corp 6.89%
Microsoft Corp 5.70%
Apple Inc 5.47%
Alphabet Inc 5.45%
Amazon.com Inc 3.80%
Broadcom Inc 2.44%
Meta Platforms Inc 1.89%
Johnson & Johnson 1.33%
ExxonMobil Holdings Corp 1.22%
T Rowe Price Group Inc 1.13%
Fund filings on SEC EDGAR ↗
Head to head
Funds near this one
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In plain words

HDUS tracks an index. Over the year to Oct 2, 2026 it returned +15.2% with distributions reinvested, against +16.2% for the S&P 500 and +24.3% for the Nasdaq-100. The prospectus expense ratio is 0.19% a year. By its holdings filed for Jul 31, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 239 positions, with the top ten at 35.3%.
What it tracksnot read by ETFIQ
Fund typeEquity fund
Category (ETFIQ)Stocks · U.S. large-cap blend
Expense ratio (485BPOS XBRL, Nov 26, 2025)0.19%
Price$73.26
Listed sinceNov 17, 2022
Net assets (SEC filing, whole fund, as filed for Jul 31, 2026)$204m
Below its high (ETFIQ)−1.8%
Holdings239
Top ten weight35.3%
Holdings as of (SEC N-PORT)Jul 31, 2026
Already in the S&P 500, by weight (ETFIQ)84.0%
Active share vs the S&P 500 (ETFIQ)42.4%
Already in the Nasdaq-100, by weight (ETFIQ)45.4%
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

Questions people ask about HDUS

How has HDUS performed?
Over the year to Oct 2, 2026, HDUS returned +15.2% with distributions reinvested, against +16.2% for the S&P 500. Over three years the figure is +84.4%.
What does HDUS cost?
The prospectus expense ratio is 0.19% a year.
What does HDUS hold?
239 positions as filed for Jul 31, 2026, with the top ten at 35.3% of the fund. 84% of its weight is in stocks the S&P 500 also holds.
How far is HDUS below its high?
1.8% below its high of Aug 13, 2026, measured on the reinvested series to Oct 2, 2026.
Sources and dates
Prices, HDUS and S&P 500Tiingo end-of-day · Oct 2, 2026
Fee, 0.19%Prospectus filing with the expense ratio (SEC) ↗
Net assets, $204mSEC filing, whole fund · Jul 31, 2026
HoldingsHoldings filing (SEC Form N-PORT) · Jul 31, 2026 ↗
IssuerHartford website ↗
All fund filingsFund filings on SEC EDGAR ↗
SourceHartford’s own site ↗

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

ETFIQ covers core, leveraged and inverse, buffer, thematic, option-income, alternatives and spot crypto ETFs. This fund is here because the other funds here are measured against it and portfolios hold it. ETFIQ is an independent publisher and makes no recommendations. Standards and sources

How these figures are computed →Standards and sources →Open data →
Cite this page

ETFIQ, HDUS, core fund, data as of Oct 2, 2026. https://etfiq.com/funds/hdus

Free to use with attribution; the underlying files are at Open data.

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