FTGS vs HCOM

Quick Verdict

HCOM has a lower expense ratio. FTGS delivered stronger 1-year returns. HCOM offers more diversification with 55 holdings.

Lower Fees: HCOMHigher Returns: FTGSMore Diversified: HCOM

Side-by-Side Comparison

MetricFTGSHCOMWinner
Expense Ratio0.60%0.59%
AUM$1.3B$9M
Dividend Yield0.09%10.95%
Holdings5155
YTD Return+12.49%+0.71%
1Y Return+14.75%-4.90%
3Y Return (annualized)+18.25%-6.95%
5Y Return (annualized)--
Volatility (annualized)14.6%14.7%
Max Drawdown-20.0%-28.8%
Fund FamilyFirst Trust Portfolios (US)Hartford Funds
CategoryEquityCommodity
InceptionOct 25, 2022Sep 14, 2021

FTGS vs HCOM Performance

First Trust Growth Strength ETF (FTGS) is a ETF from First Trust Portfolios (US) and Hartford Schroders Commodity Strategy ETF (HCOM) is a ETF from Hartford Funds. Over the past year FTGS returned +14.75% while HCOM returned -4.90%. Year to date, FTGS is up 12.49% versus a gain of 0.71% for HCOM.

Over three years, FTGS compounded at +18.25% per year against -6.95% for HCOM. Across the full 4-year window we track, FTGS has the edge at +19.84% annualized vs +0.68%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HCOM has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 14.6% for FTGS. 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 -20.0% for FTGS 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 0.07. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FTGS charges 0.60% per year while HCOM charges 0.59%. On a $10,000 position that is $60 vs $59 annually, a gap of $1 per year that compounds over a long holding period. On income, FTGS currently yields 0.09% against 10.95% for HCOM.

Frequently Asked Questions

Which is cheaper, FTGS or HCOM?

FTGS has an expense ratio of 0.60% while HCOM charges 0.59%. HCOM is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, FTGS or HCOM?

Over the past year FTGS returned +14.75% vs -4.90% for HCOM, so FTGS leads on 1-year performance. Over the longest common window we track (4 years), FTGS annualized +19.84% vs +0.68% for HCOM. Past performance does not guarantee future results.

Which is riskier, FTGS or HCOM?

HCOM has been the more volatile fund at 14.7% annualized versus 14.6% for FTGS. Worst drawdown: FTGS -20.0% vs HCOM -28.8%.

Should I hold both FTGS and HCOM?

FTGS and HCOM have a monthly-return correlation of 0.07, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, FTGS or HCOM?

FTGS yields 0.09% while HCOM yields 10.95%, so HCOM currently pays the higher dividend yield.

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