HDUS vs QQQ
Hartford Disciplined US Equity ETF vs Invesco QQQ Trust, Series 1
Which is better, HDUS or QQQ?
Large Cap Blend against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. HDUS is less concentrated, with 35.2% of the fund in its ten largest positions against 46.5%.
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 | QQQ |
|---|---|---|
| Expense Ratio | 0.19% | 0.18%Best |
| AUM | $115M | $486.1B |
| Dividend Yield | 1.31% | 0.44% |
| Holdings | 242 | 107 |
| YTD Return | +14.43% | +17.54%Best |
| 1Y Return | +19.57% | +25.59%Best |
| 3Y Return (annualized) | +20.48% | +24.63%Best |
| 5Y Return (annualized) | - | +14.18% |
| Volatility (annualized) | 12.2%Best | 18.3% |
| Max Drawdown | -18.2%Best | -22.8% |
| $10,000 over 3.8 years | $19,541 | $25,840Best |
| Top 10 Weight | 35.2%Best | 46.5% |
| Fund Family | Hartford Funds | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | Nov 16, 2022 | Mar 10, 1999 |
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 QQQ 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 QQQ Performance
Hartford Disciplined US Equity ETF (HDUS) is an ETF from Hartford Funds and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year HDUS returned +19.57% while QQQ returned +25.59%. Year to date, HDUS is up 14.43% versus a gain of 17.54% for QQQ.
Over three years, HDUS compounded at +20.48% per year against +24.63% for QQQ. Across the full 4-year window we track, QQQ has the edge at +28.38% annualized vs +19.28%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 18.3% 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 -22.8% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.31% against 0.44% for QQQ.
Holdings Overlap
45.3% of HDUS's money is in holdings QQQ also owns. 76.0% of QQQ's money is in holdings HDUS also owns.
Most of QQQ is already inside HDUS. Owning both mostly buys the same companies twice.
46 positions in common, counted across the 238 positions we hold weights for in HDUS and 102 in QQQ, against full books of 242 and 107.
What only one of them owns
Our book lists 50 positions for QQQ that do not appear in our book for HDUS (21.6% of the fund), and 187 for HDUS that do not appear in QQQ (53.9%).
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 QQQ | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 7.47% | 8.44% | 0.97% |
| AAPLApple, Inc | 5.22% | 7.27% | 2.05% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 5.90% | 5.76% | 0.14% |
| GOOGLAlphabet Inc.Class A | 5.10% | 3.36% | 1.74% |
| AMZNAmazon.Com Inc | 3.57% | 4.67% | 1.10% |
| MUMicron Technology, Inc. | 1.14% | 4.43% | 3.29% |
| AVGOBroadcom Inc | 2.37% | 3.16% | 0.79% |
| METAMeta Platform Inc | 1.95% | 2.78% | 0.83% |
| AMDAdvanced Micro Devices Inc | 1.00% | 3.45% | 2.45% |
| TSLATesla Motors Inc | 1.10% | 2.56% | 1.46% |
76.0% of QQQ is already inside HDUS.
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 QQQ?
HDUS has an expense ratio of 0.19% while QQQ charges 0.18%. QQQ is the cheaper option, by $1 a year on a $10,000 investment.
Which performed better, HDUS or QQQ?
Over the past year HDUS returned +19.57% vs +25.59% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), HDUS annualized +19.28% vs +28.38% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HDUS or QQQ?
QQQ has been the more volatile fund at 18.3% annualized versus 12.2% for HDUS. Worst drawdown: HDUS -18.2% vs QQQ -22.8%.
Should I hold both HDUS and QQQ?
HDUS and QQQ have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between HDUS and QQQ?
76.0% of QQQ's money is in holdings HDUS also owns. 76.0% of QQQ's is in holdings HDUS also owns. They hold 46 positions in common, counted across the 238 positions we hold weights for in HDUS and 102 in QQQ.
Which pays a higher dividend, HDUS or QQQ?
HDUS yields 1.31% while QQQ yields 0.44%, so HDUS currently pays the higher dividend yield.
Is QQQ better than HDUS?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. HDUS is less concentrated, with 35.2% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.