HDUS vs VOO

HDUS vs VOO

Which is better, HDUS or VOO?

Nearly the same fund. VOO costs less.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99. HDUS is less concentrated, with 35.2% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: HDUS

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

MetricHDUSVOO
Expense Ratio0.19%0.03%Best
AUM$115M$997.4B
Dividend Yield1.31%1.08%
Holdings242509
YTD Return+14.43%Best+13.37%
1Y Return+19.57%+20.08%Best
3Y Return (annualized)+20.48%+21.29%Best
5Y Return (annualized)-+12.89%
Volatility (annualized)12.2%Best12.9%
Max Drawdown-18.2%Best-18.7%
$10,000 over 3.8 years$19,541$20,589Best
Top 10 Weight35.2%Best36.4%
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 16, 2022Sep 7, 2010

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 VOO 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 VOO Performance

Hartford Disciplined US Equity ETF (HDUS) is an ETF from Hartford Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year HDUS returned +19.57% while VOO returned +20.08%. Year to date, HDUS is up 14.43% versus a gain of 13.37% for VOO.

Over three years, HDUS compounded at +20.48% per year against +21.29% for VOO. Across the full 4-year window we track, VOO has the edge at +20.93% annualized vs +19.28%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.9% 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 -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

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 VOO 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 1.31% against 1.08% for VOO.

Holdings Overlap

HDUS already in VOO84.9%
VOO already in HDUS73.3%

84.9% of HDUS's money is in holdings VOO also owns. 73.3% of VOO's money is in holdings HDUS also owns.

Most of HDUS is already inside VOO. Owning both mostly buys the same companies twice.

The two holdings books were reported 48 days apart, HDUS as of Aug 17, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

181 positions in common, counted across the 238 positions we hold weights for in HDUS and 505 in VOO, against full books of 242 and 509.

What only one of them owns

Our book lists 318 positions for VOO that do not appear in our book for HDUS (26.3% of the fund), and 55 for HDUS that do not appear in VOO (14.5%).

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

StockWeight in HDUSWeight in VOODifference
NVDANvidia Corp.7.47%7.51%0.04%
AAPLApple, Inc5.22%6.59%1.37%
MSFTMicrosoft Corp 4.100 Feb 06 375.90%4.30%1.60%
GOOGLAlphabet Inc.Class A5.10%3.25%1.85%
AMZNAmazon.Com Inc3.57%3.62%0.05%
AVGOBroadcom Inc2.37%2.77%0.40%
METAMeta Platform Inc 1.95%1.92%0.03%
MUMicron Technology, Inc.1.14%2.02%0.88%
TSLATesla Motors Inc1.10%1.84%0.74%
AMDAdvanced Micro Devices Inc1.00%1.47%0.47%

84.9% of HDUS is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

HDUSVOO

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Frequently Asked Questions

Which is cheaper, HDUS or VOO?

HDUS has an expense ratio of 0.19% while VOO charges 0.03%. VOO is the cheaper option, by $16 a year on a $10,000 investment.

Which performed better, HDUS or VOO?

Over the past year HDUS returned +19.57% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), HDUS annualized +19.28% vs +20.93% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HDUS or VOO?

VOO has been the more volatile fund at 12.9% annualized versus 12.2% for HDUS. Worst drawdown: HDUS -18.2% vs VOO -18.7%.

Should I hold both HDUS and VOO?

HDUS and VOO have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between HDUS and VOO?

84.9% of HDUS's money is in holdings VOO also owns. 73.3% of VOO's is in holdings HDUS also owns. They hold 181 positions in common, counted across the 238 positions we hold weights for in HDUS and 505 in VOO.

Which pays a higher dividend, HDUS or VOO?

HDUS yields 1.31% while VOO yields 1.08%, so HDUS currently pays the higher dividend yield.

Is VOO better than HDUS?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99. HDUS is less concentrated, with 35.2% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.