HDUS vs IVV
Hartford Disciplined US Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | HDUS | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.03% | |
| AUM | $199M | $865.2B | |
| Dividend Yield | 1.32% | 1.09% | |
| Holdings | 242 | 508 | |
| YTD Return | +14.28% | +13.43% | |
| 1Y Return | +22.46% | +22.61% | |
| 3Y Return (annualized) | +20.52% | +21.47% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 12.4% | 15.1% | |
| Max Drawdown | -18.2% | -56.5% | |
| Fund Family | Hartford Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Nov 16, 2022 | May 15, 2000 |
HDUS vs IVV Performance
Hartford Disciplined US Equity ETF (HDUS) is a ETF from Hartford Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HDUS returned +22.46% while IVV returned +22.61%. Year to date, HDUS is up 14.28% versus a gain of 13.43% for IVV.
Over three years, HDUS compounded at +20.52% per year against +21.47% for IVV. Across the full 4-year window we track, HDUS has the edge at +19.61% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.4% 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 -56.5% for IVV. 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 0.99. 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 1.32% against 1.09% for IVV.
Holdings Overlap
HDUS and IVV share 178 holdings out of 566 unique holdings combined, representing a 58.2% weight overlap.
High overlap means holding both may not provide much additional diversification.
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. On a $10,000 investment, that is $16 per year of difference.
Which performed better, HDUS or IVV?
Over the past year HDUS returned +22.46% vs +22.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), HDUS annualized +19.61% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, HDUS or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 12.4% for HDUS. Worst drawdown: HDUS -18.2% vs IVV -56.5%.
Should I hold both HDUS and IVV?
HDUS and IVV have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between HDUS and IVV?
HDUS and IVV share 178 common holdings with a 58.2% weight overlap. Combined, they hold 566 unique securities.
Which pays a higher dividend, HDUS or IVV?
HDUS yields 1.32% while IVV yields 1.09%, so HDUS currently pays the higher dividend yield.
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