HDUS vs QQQ
Hartford Disciplined US Equity ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. HDUS offers more diversification with 239 holdings.
Side-by-Side Comparison
| Metric | HDUS | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.18% | |
| AUM | $199M | $455.8B | |
| Dividend Yield | 1.32% | 0.41% | |
| Holdings | 242 | 108 | |
| YTD Return | +14.69% | +18.31% | |
| 1Y Return | +21.50% | +25.37% | |
| 3Y Return (annualized) | +20.64% | +25.79% | |
| 5Y Return (annualized) | - | +15.20% | |
| Volatility (annualized) | 12.4% | 30.6% | |
| Max Drawdown | -18.2% | -83.0% | |
| Fund Family | Hartford Funds | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Nov 16, 2022 | Mar 10, 1999 |
HDUS vs QQQ Performance
Hartford Disciplined US Equity ETF (HDUS) is a ETF from Hartford Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year HDUS returned +21.50% while QQQ returned +25.37%. Year to date, HDUS is up 14.69% versus a gain of 18.31% for QQQ.
Over three years, HDUS compounded at +20.64% per year against +25.79% for QQQ. Across the full 4-year window we track, HDUS has the edge at +19.71% annualized vs +13.10%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% 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 -83.0% for QQQ. 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 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HDUS charges 0.19% per year while QQQ charges 0.18%. On a $10,000 position that is $19 vs $18 annually, a gap of $1 per year that compounds over a long holding period. On income, HDUS currently yields 1.32% against 0.41% for QQQ.
Holdings Overlap
HDUS and QQQ share 47 holdings out of 295 unique holdings combined, representing a 42.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HDUS or QQQ?
HDUS has an expense ratio of 0.19% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
Which performed better, HDUS or QQQ?
Over the past year HDUS returned +21.50% vs +25.37% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), HDUS annualized +19.71% vs +13.10% for QQQ. Past performance does not guarantee future results.
Which is riskier, HDUS or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 12.4% for HDUS. Worst drawdown: HDUS -18.2% vs QQQ -83.0%.
Should I hold both HDUS and QQQ?
HDUS and QQQ have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HDUS and QQQ?
HDUS and QQQ share 47 common holdings with a 42.2% weight overlap. Combined, they hold 295 unique securities.
Which pays a higher dividend, HDUS or QQQ?
HDUS yields 1.32% while QQQ yields 0.41%, so HDUS currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.