HCOM vs SCHQ

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Quick Verdict

SCHQ has a lower expense ratio. SCHQ delivered stronger 1-year returns. SCHQ offers more diversification with 97 holdings.

Side-by-Side Comparison

MetricHCOMSCHQ
Fund FamilyHartford FundsCharles Schwab Asset Management
Expense Ratio0.59%0.03%
AUM$9M$923M
Dividend Yield10.95%4.43%
Holdings Count5597
Inception Date2021-09-142019-10-10
Investment StyleCommoditiesLong Term Government Bond
1-Month Return-1.05%-0.06%
YTD Return+4.57%+0.09%
1-Year Return+2.31%+4.22%
3-Year Return-5.19%-1.99%
5-Year Return--6.92%
10-Year Return--
Buy Score6061
Momentum Score5525
Value Score6573

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 SCHQ?

HCOM has an expense ratio of 0.59% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.

Do HCOM and SCHQ hold the same stocks?

HCOM and SCHQ 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 SCHQ?

Over the past year, HCOM returned +2.31% while SCHQ returned +4.22%. SCHQ outperformed over this period. Past performance does not guarantee future results.