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 231 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
0
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 0 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.