HCOM vs IG

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Quick Verdict

IG has a lower expense ratio. IG delivered stronger 1-year returns. IG offers more diversification with 182 holdings.

Side-by-Side Comparison

MetricHCOMIG
Fund FamilyHartford FundsPrincipal Funds
Expense Ratio0.59%0.19%
AUM$9M$166M
Dividend Yield10.95%4.97%
Holdings Count55231
Inception Date2021-09-142018-04-18
Investment StyleCommoditiesLong Term Mid Quality
1-Month Return-1.05%+0.38%
YTD Return+4.57%+0.43%
1-Year Return+2.31%+7.39%
3-Year Return-5.19%+4.29%
5-Year Return--0.34%
10-Year Return--
Buy Score6070
Momentum Score5535
Value Score6558

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
182
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, HCOM or IG?

HCOM has an expense ratio of 0.59% while IG charges 0.19%. IG is the cheaper option, saving you money on management fees over time.

Do HCOM and IG hold the same stocks?

HCOM and IG share 0 common holdings with a 0.0% weight overlap. They hold 182 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, HCOM or IG?

Over the past year, HCOM returned +2.31% while IG returned +7.39%. IG outperformed over this period. Past performance does not guarantee future results.