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 100 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
100
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 100 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.