HDUS vs SPY
HDUS vs SPY
Hartford Disciplined US Equity ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | HDUS | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.09% | |
| AUM | $199M | $789.1B | |
| Dividend Yield | 1.32% | 1.01% | |
| Holdings | 242 | 505 | |
| YTD Return | +14.79% | +13.79% | |
| 1Y Return | +23.63% | +23.66% | |
| 3Y Return (annualized) | +20.60% | +21.40% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | 12.4% | 15.3% | |
| Max Drawdown | -18.2% | -56.5% | |
| Fund Family | Hartford Funds | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Nov 16, 2022 | Jan 22, 1993 |
HDUS vs SPY Performance
Hartford Disciplined US Equity ETF (HDUS) is a ETF from Hartford Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year HDUS returned +23.63% while SPY returned +23.66%. Year to date, HDUS is up 14.79% versus a gain of 13.79% for SPY.
Over three years, HDUS compounded at +20.60% per year against +21.40% for SPY. Across the full 4-year window we track, HDUS has the edge at +19.82% annualized vs +8.85%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SPY has been the more volatile fund, with annualized monthly volatility of 15.3% 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 SPY. 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 SPY charges 0.09%. On a $10,000 position that is $19 vs $9 annually, a gap of $10 per year that compounds over a long holding period. On income, HDUS currently yields 1.32% against 1.01% for SPY.
Holdings Overlap
HDUS and SPY share 180 holdings out of 562 unique holdings combined, representing a 59.1% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in HDUS | Weight in SPY | Difference |
|---|---|---|---|
| NVDA | 6.83% | 7.31% | 0.48% |
| AAPL | 6.04% | 7.09% | 1.05% |
| MSFT | 4.84% | 4.43% | 0.41% |
| GOOGL | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| JPM:US | Pro | Pro | Pro |
See all 10 holdings HDUS shares with SPY 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 SPY?
HDUS has an expense ratio of 0.19% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $10 per year of difference.
Which performed better, HDUS or SPY?
Over the past year HDUS returned +23.63% vs +23.66% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (4 years), HDUS annualized +19.82% vs +8.85% for SPY. Past performance does not guarantee future results.
Which is riskier, HDUS or SPY?
SPY has been the more volatile fund at 15.3% annualized versus 12.4% for HDUS. Worst drawdown: HDUS -18.2% vs SPY -56.5%.
Should I hold both HDUS and SPY?
HDUS and SPY 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 SPY?
HDUS and SPY share 180 common holdings with a 59.1% weight overlap. Combined, they hold 562 unique securities.
Which pays a higher dividend, HDUS or SPY?
HDUS yields 1.32% while SPY yields 1.01%, so HDUS currently pays the higher dividend yield.
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