FFLV vs HCOM

Quick Verdict

FFLV has a lower expense ratio. FFLV delivered stronger 1-year returns. FFLV offers more diversification with 105 holdings.

Lower Fees: FFLVHigher Returns: FFLVMore Diversified: FFLV

Side-by-Side Comparison

MetricFFLVHCOMWinner
Expense Ratio0.38%0.59%
AUM$16M$9M
Dividend Yield1.41%10.95%
Holdings11955
YTD Return+17.97%+0.71%
1Y Return+32.15%-4.90%
3Y Return (annualized)--6.95%
5Y Return (annualized)--
Volatility (annualized)12.3%14.7%
Max Drawdown-16.7%-28.8%
Fund FamilyFidelity Investments (US)Hartford Funds
CategoryEquityCommodity
InceptionFeb 9, 2024Sep 14, 2021

FFLV vs HCOM Performance

Fidelity Fundamental Large Cap Value ETF (FFLV) is a ETF from Fidelity Investments (US) and Hartford Schroders Commodity Strategy ETF (HCOM) is a ETF from Hartford Funds. Over the past year FFLV returned +32.15% while HCOM returned -4.90%. Year to date, FFLV is up 17.97% versus a gain of 0.71% for HCOM.

Risk: Volatility and Drawdowns

HCOM has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 12.3% for FFLV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -16.7% for FFLV and -28.8% for HCOM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.12. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FFLV charges 0.38% per year while HCOM charges 0.59%. On a $10,000 position that is $38 vs $59 annually, a gap of $21 per year that compounds over a long holding period. On income, FFLV currently yields 1.41% against 10.95% for HCOM.

Frequently Asked Questions

Which is cheaper, FFLV or HCOM?

FFLV has an expense ratio of 0.38% while HCOM charges 0.59%. FFLV is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

Which performed better, FFLV or HCOM?

Over the past year FFLV returned +32.15% vs -4.90% for HCOM, so FFLV leads on 1-year performance. Over the longest common window we track (2 years), FFLV annualized +17.62% vs +0.68% for HCOM. Past performance does not guarantee future results.

Which is riskier, FFLV or HCOM?

HCOM has been the more volatile fund at 14.7% annualized versus 12.3% for FFLV. Worst drawdown: FFLV -16.7% vs HCOM -28.8%.

Should I hold both FFLV and HCOM?

FFLV and HCOM have a monthly-return correlation of 0.12, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, FFLV or HCOM?

FFLV yields 1.41% while HCOM yields 10.95%, so HCOM currently pays the higher dividend yield.

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