HCOM vs HUSV

Quick Verdict

HCOM has a lower expense ratio. HUSV delivered stronger 1-year returns. HUSV offers more diversification with 101 holdings.

Lower Fees: HCOMHigher Returns: HUSVMore Diversified: HUSV

Side-by-Side Comparison

MetricHCOMHUSVWinner
Expense Ratio0.59%0.70%
AUM$9M$74M
Dividend Yield10.95%1.37%
Holdings55101
YTD Return+0.71%+8.58%
1Y Return-4.90%+5.89%
3Y Return (annualized)-6.95%+9.95%
5Y Return (annualized)-+6.22%
Volatility (annualized)14.7%13.2%
Max Drawdown-28.8%-35.7%
Fund FamilyHartford FundsFirst Trust Portfolios (US)
CategoryCommodityEquity
InceptionSep 14, 2021Aug 24, 2016

HCOM vs HUSV Performance

Hartford Schroders Commodity Strategy ETF (HCOM) is a ETF from Hartford Funds and First Trust Horizon Managed Volatility Domestic ETF (HUSV) is a ETF from First Trust Portfolios (US). Over the past year HCOM returned -4.90% while HUSV returned +5.89%. Year to date, HCOM is up 0.71% versus a gain of 8.58% for HUSV.

Over three years, HCOM compounded at -6.95% per year against +9.95% for HUSV. Across the full 4-year window we track, HUSV has the edge at +8.52% 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 13.2% for HUSV. 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 -28.8% for HCOM and -35.7% for HUSV. 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HCOM charges 0.59% per year while HUSV charges 0.70%. On a $10,000 position that is $59 vs $70 annually, a gap of $11 per year that compounds over a long holding period. On income, HCOM currently yields 10.95% against 1.37% for HUSV.

Frequently Asked Questions

Which is cheaper, HCOM or HUSV?

HCOM has an expense ratio of 0.59% while HUSV charges 0.70%. HCOM is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, HCOM or HUSV?

Over the past year HCOM returned -4.90% vs +5.89% for HUSV, so HUSV leads on 1-year performance. Over the longest common window we track (4 years), HCOM annualized +0.68% vs +8.52% for HUSV. Past performance does not guarantee future results.

Which is riskier, HCOM or HUSV?

HCOM has been the more volatile fund at 14.7% annualized versus 13.2% for HUSV. Worst drawdown: HCOM -28.8% vs HUSV -35.7%.

Should I hold both HCOM and HUSV?

HCOM and HUSV have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, HCOM or HUSV?

HCOM yields 10.95% while HUSV yields 1.37%, so HCOM currently pays the higher dividend yield.

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