HCOM vs SCHQ

Quick Verdict

SCHQ has a lower expense ratio. SCHQ delivered stronger 1-year returns. SCHQ offers more diversification with 98 holdings.

Lower Fees: SCHQHigher Returns: SCHQMore Diversified: SCHQ

Side-by-Side Comparison

MetricHCOMSCHQWinner
Expense Ratio0.59%0.03%
AUM$9M$806M
Dividend Yield10.95%4.73%
Holdings5598
YTD Return+0.71%-2.55%
1Y Return-4.90%-1.03%
3Y Return (annualized)-6.95%-0.20%
5Y Return (annualized)--6.80%
Volatility (annualized)14.7%13.5%
Max Drawdown-28.8%-46.7%
Fund FamilyHartford FundsCharles Schwab Asset Management
CategoryCommodityFixed Income
InceptionSep 14, 2021Oct 10, 2019

HCOM vs SCHQ Performance

Hartford Schroders Commodity Strategy ETF (HCOM) is a ETF from Hartford Funds and Schwab Long-Term US Treasury ETF (SCHQ) is a ETF from Charles Schwab Asset Management. Over the past year HCOM returned -4.90% while SCHQ returned -1.03%. Year to date, HCOM is up 0.71% versus a loss of 2.55% for SCHQ.

Over three years, HCOM compounded at -6.95% per year against -0.20% for SCHQ. Across the full 4-year window we track, HCOM has the edge at +0.68% annualized vs -4.41%. 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 13.5% for SCHQ. 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 -46.7% for SCHQ. 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 -0.04. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HCOM charges 0.59% per year while SCHQ charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, HCOM currently yields 10.95% against 4.73% for SCHQ.

Frequently Asked Questions

Which is cheaper, HCOM or SCHQ?

HCOM has an expense ratio of 0.59% while SCHQ charges 0.03%. SCHQ is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, HCOM or SCHQ?

Over the past year HCOM returned -4.90% vs -1.03% for SCHQ, so SCHQ leads on 1-year performance. Over the longest common window we track (4 years), HCOM annualized +0.68% vs -4.41% for SCHQ. Past performance does not guarantee future results.

Which is riskier, HCOM or SCHQ?

HCOM has been the more volatile fund at 14.7% annualized versus 13.5% for SCHQ. Worst drawdown: HCOM -28.8% vs SCHQ -46.7%.

Should I hold both HCOM and SCHQ?

HCOM and SCHQ have a monthly-return correlation of -0.04, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, HCOM or SCHQ?

HCOM yields 10.95% while SCHQ yields 4.73%, 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 →