HCOM vs HUSV

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Quick Verdict

HCOM has a lower expense ratio. HUSV delivered stronger 1-year returns. HUSV offers more diversification with 102 holdings.

Side-by-Side Comparison

MetricHCOMHUSV
Fund FamilyHartford FundsFirst Trust Portfolios (US)
Expense Ratio0.59%0.70%
AUM$9M$75M
Dividend Yield10.95%1.31%
Holdings Count55102
Inception Date2021-09-142016-08-24
Investment StyleCommoditiesLarge Cap Blend
1-Month Return-1.05%+1.97%
YTD Return+4.57%+2.44%
1-Year Return+2.31%+3.07%
3-Year Return-5.19%+7.82%
5-Year Return-+8.85%
10-Year Return--
Buy Score6068
Momentum Score5546
Value Score6548

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, HCOM or HUSV?

HCOM has an expense ratio of 0.59% while HUSV charges 0.70%. HCOM is the cheaper option, saving you money on management fees over time.

Do HCOM and HUSV hold the same stocks?

HCOM and HUSV share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, HCOM or HUSV?

Over the past year, HCOM returned +2.31% while HUSV returned +3.07%. HUSV outperformed over this period. Past performance does not guarantee future results.