HDUS vs VOO
Hartford Disciplined US Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | HDUS | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.03% | |
| AUM | $199M | $979.0B | |
| Dividend Yield | 1.32% | 1.09% | |
| Holdings | 242 | 509 | |
| YTD Return | +14.75% | +13.79% | |
| 1Y Return | +22.96% | +23.01% | |
| 3Y Return (annualized) | +20.82% | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 12.4% | 14.1% | |
| Max Drawdown | -18.2% | -34.3% | |
| Fund Family | Hartford Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 16, 2022 | Sep 7, 2010 |
HDUS vs VOO Performance
Hartford Disciplined US Equity ETF (HDUS) is a ETF from Hartford Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year HDUS returned +22.96% while VOO returned +23.01%. Year to date, HDUS is up 14.75% versus a gain of 13.79% for VOO.
Over three years, HDUS compounded at +20.82% per year against +21.78% for VOO. Across the full 4-year window we track, HDUS has the edge at +19.76% annualized vs +13.57%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% 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 -34.3% for VOO. 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 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 1.32% against 1.09% for VOO.
Holdings Overlap
HDUS and VOO share 182 holdings out of 562 unique holdings combined, representing a 58.9% weight overlap.
High overlap means holding both may not provide much additional diversification.
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. On a $10,000 investment, that is $16 per year of difference.
Which performed better, HDUS or VOO?
Over the past year HDUS returned +22.96% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), HDUS annualized +19.76% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, HDUS or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 12.4% for HDUS. Worst drawdown: HDUS -18.2% vs VOO -34.3%.
Should I hold both HDUS and VOO?
HDUS and VOO 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 VOO?
HDUS and VOO share 182 common holdings with a 58.9% weight overlap. Combined, they hold 562 unique securities.
Which pays a higher dividend, HDUS or VOO?
HDUS yields 1.32% while VOO yields 1.09%, 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.