See what your fund actually adds
Hartford Disciplined US Equity ETF HDUS
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | HDUS | Replication |
|---|---|---|
| Annualized growth | 18.7% | 20.3% |
| Annualized volatility | 13.2% | 13.9% |
| Sharpe ratio | 1.37 | 1.40 |
| Maximum drawdown | 15.9% | 16.7% |
| Replication fit (R²) | 0.98 · Tracking error 1.9% | |
Replication portfolio
The published portfolio below is the investable basket used to model HDUS’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VOO | US Large Cap | 35.7% |
| LRGF | Factor · Multi-Factor | 24.6% |
| VUG | Style · Growth | 15.5% |
| VTI | US Broad Market | 12.3% |
| USMV | Factor · Min Vol | 11.9% |