HCOM vs IG

Quick Verdict

IG has a lower expense ratio. IG delivered stronger 1-year returns. IG offers more diversification with 145 holdings.

Lower Fees: IGHigher Returns: IGMore Diversified: IG

Side-by-Side Comparison

MetricHCOMIGWinner
Expense Ratio0.59%0.19%
AUM$9M$198M
Dividend Yield10.95%5.07%
Holdings55248
YTD Return+0.71%-1.54%
1Y Return-4.90%+0.84%
3Y Return (annualized)-6.95%+4.56%
5Y Return (annualized)--0.69%
Volatility (annualized)14.7%8.0%
Max Drawdown-28.8%-23.8%
Fund FamilyHartford FundsPrincipal Funds
CategoryCommodityFixed Income
InceptionSep 14, 2021Apr 18, 2018

HCOM vs IG Performance

Hartford Schroders Commodity Strategy ETF (HCOM) is a ETF from Hartford Funds and Principal Investment Grade Corporate ETF (IG) is a ETF from Principal Funds. Over the past year HCOM returned -4.90% while IG returned +0.84%. Year to date, HCOM is up 0.71% versus a loss of 1.54% for IG.

Over three years, HCOM compounded at -6.95% per year against +4.56% for IG. Across the full 4-year window we track, HCOM has the edge at +0.68% annualized vs +0.59%. 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 8.0% for IG. 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 -23.8% for IG. 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

HCOM charges 0.59% per year while IG charges 0.19%. On a $10,000 position that is $59 vs $19 annually, a gap of $40 per year that compounds over a long holding period. On income, HCOM currently yields 10.95% against 5.07% for IG.

Frequently Asked Questions

Which is cheaper, HCOM or IG?

HCOM has an expense ratio of 0.59% while IG charges 0.19%. IG is the cheaper option. On a $10,000 investment, that is $40 per year of difference.

Which performed better, HCOM or IG?

Over the past year HCOM returned -4.90% vs +0.84% for IG, so IG leads on 1-year performance. Over the longest common window we track (4 years), HCOM annualized +0.68% vs +0.59% for IG. Past performance does not guarantee future results.

Which is riskier, HCOM or IG?

HCOM has been the more volatile fund at 14.7% annualized versus 8.0% for IG. Worst drawdown: HCOM -28.8% vs IG -23.8%.

Should I hold both HCOM and IG?

HCOM and IG 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, HCOM or IG?

HCOM yields 10.95% while IG yields 5.07%, so HCOM currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →