HDUS vs IVV
Hartford Disciplined US Equity ETF vs iShares Core S&P 500 ETF
Which is better, HDUS or IVV?
Nearly the same fund. IVV costs less.
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99. HDUS is less concentrated, with 35.2% of the fund in its ten largest positions against 37.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | HDUS | IVV |
|---|---|---|
| Expense Ratio | 0.19% | 0.03%Best |
| AUM | $115M | $886.7B |
| Dividend Yield | 1.31% | 1.10% |
| Holdings | 242 | 508 |
| YTD Return | +14.43%Best | +13.39% |
| 1Y Return | +19.57% | +20.08%Best |
| 3Y Return (annualized) | +20.48% | +21.29%Best |
| 5Y Return (annualized) | - | +12.88% |
| Volatility (annualized) | 12.2%Best | 12.9% |
| Max Drawdown | -18.2%Best | -18.8% |
| $10,000 over 3.8 years | $19,541 | $20,602Best |
| Top 10 Weight | 35.2%Best | 37.9% |
| Fund Family | Hartford Funds | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 16, 2022 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Nov 17, 2022 to Sep 4, 2026 (3.8 years).
HDUS vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.8 years both funds cover.
HDUS vs IVV Performance
Hartford Disciplined US Equity ETF (HDUS) is an ETF from Hartford Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year HDUS returned +19.57% while IVV returned +20.08%. Year to date, HDUS is up 14.43% versus a gain of 13.39% for IVV.
Over three years, HDUS compounded at +20.48% per year against +21.29% for IVV. Across the full 4-year window we track, IVV has the edge at +20.95% annualized vs +19.28%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 12.2% for HDUS. 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 -18.2% for HDUS and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
HDUS charges 0.19% per year while IVV charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, HDUS currently yields 1.31% against 1.10% for IVV.
Holdings Overlap
84.9% of HDUS's money is in holdings IVV also owns. 73.2% of IVV's money is in holdings HDUS also owns.
Most of HDUS is already inside IVV. Owning both mostly buys the same companies twice.
178 positions in common, counted across the 238 positions we hold weights for in HDUS and 505 in IVV, against full books of 242 and 508.
What only one of them owns
Our book lists 319 positions for IVV that do not appear in our book for HDUS (26.1% of the fund), and 56 for HDUS that do not appear in IVV (14.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in HDUS | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 7.47% | 7.98% | 0.51% |
| AAPLApple, Inc | 5.22% | 6.86% | 1.64% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 5.90% | 5.44% | 0.46% |
| GOOGLAlphabet Inc.Class A | 5.10% | 3.19% | 1.91% |
| AMZNAmazon.Com Inc | 3.57% | 4.01% | 0.44% |
| AVGOBroadcom Inc | 2.37% | 2.98% | 0.61% |
| METAMeta Platform Inc | 1.95% | 1.94% | 0.01% |
| MUMicron Technology, Inc. | 1.14% | 1.51% | 0.37% |
| JPMJpmorgan Chase | 1.04% | 1.45% | 0.41% |
| TSLATesla Motors Inc | 1.10% | 1.36% | 0.26% |
84.9% of HDUS is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HDUS or IVV?
HDUS has an expense ratio of 0.19% while IVV charges 0.03%. IVV is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, HDUS or IVV?
Over the past year HDUS returned +19.57% vs +20.08% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), HDUS annualized +19.28% vs +20.95% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HDUS or IVV?
IVV has been the more volatile fund at 12.9% annualized versus 12.2% for HDUS. Worst drawdown: HDUS -18.2% vs IVV -18.8%.
Should I hold both HDUS and IVV?
HDUS and IVV have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between HDUS and IVV?
84.9% of HDUS's money is in holdings IVV also owns. 73.2% of IVV's is in holdings HDUS also owns. They hold 178 positions in common, counted across the 238 positions we hold weights for in HDUS and 505 in IVV.
Which pays a higher dividend, HDUS or IVV?
HDUS yields 1.31% while IVV yields 1.10%, so HDUS currently pays the higher dividend yield.
Is IVV better than HDUS?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99. HDUS is less concentrated, with 35.2% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.