HDUS vs SCHD
HDUS vs SCHD
Hartford Disciplined US Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. HDUS offers more diversification with 239 holdings.
Side-by-Side Comparison
| Metric | HDUS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.06% | |
| AUM | $199M | $103.7B | |
| Dividend Yield | 1.32% | 3.31% | |
| Holdings | 242 | 104 | |
| YTD Return | +14.79% | +24.26% | |
| 1Y Return | +23.63% | +31.38% | |
| 3Y Return (annualized) | +20.60% | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 12.4% | 13.6% | |
| Max Drawdown | -18.2% | -33.4% | |
| Fund Family | Hartford Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Nov 16, 2022 | Oct 20, 2011 |
HDUS vs SCHD Performance
Hartford Disciplined US Equity ETF (HDUS) is a ETF from Hartford Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year HDUS returned +23.63% while SCHD returned +31.38%. Year to date, HDUS is up 14.79% versus a gain of 24.26% for SCHD.
Over three years, HDUS compounded at +20.60% per year against +15.08% for SCHD. Across the full 4-year window we track, HDUS has the edge at +19.82% annualized vs +11.39%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% 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 -33.4% for SCHD. 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HDUS charges 0.19% per year while SCHD charges 0.06%. On a $10,000 position that is $19 vs $6 annually, a gap of $13 per year that compounds over a long holding period. On income, HDUS currently yields 1.32% against 3.31% for SCHD.
Holdings Overlap
HDUS and SCHD share 31 holdings out of 308 unique holdings combined, representing a 9.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in HDUS | Weight in SCHD | Difference |
|---|---|---|---|
| MRK | 0.71% | 4.32% | 3.61% |
| UNH | 0.41% | 4.54% | 4.13% |
| KO | 0.78% | 4.08% | 3.30% |
| VZ | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
| ABT | Pro | Pro | Pro |
| AMGN | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| MO | Pro | Pro | Pro |
See all 10 holdings HDUS shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, HDUS or SCHD?
HDUS has an expense ratio of 0.19% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $13 per year of difference.
Which performed better, HDUS or SCHD?
Over the past year HDUS returned +23.63% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), HDUS annualized +19.82% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, HDUS or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 12.4% for HDUS. Worst drawdown: HDUS -18.2% vs SCHD -33.4%.
Should I hold both HDUS and SCHD?
HDUS and SCHD have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HDUS and SCHD?
HDUS and SCHD share 31 common holdings with a 9.1% weight overlap. Combined, they hold 308 unique securities.
Which pays a higher dividend, HDUS or SCHD?
HDUS yields 1.32% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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