HDUS vs VTI
Hartford Disciplined US Equity ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, HDUS or VTI?
Nearly the same fund. VTI costs less.
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99.
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 | VTI |
|---|---|---|
| Expense Ratio | 0.19% | 0.03%Best |
| AUM | $115M | $666.9B |
| Dividend Yield | 1.31% | 1.07% |
| Holdings | 242 | 3,543 |
| YTD Return | +14.43%Best | +13.59% |
| 1Y Return | +19.57% | +20.00%Best |
| 3Y Return (annualized) | +20.48% | +20.95%Best |
| 5Y Return (annualized) | - | +11.81% |
| Volatility (annualized) | 12.2%Best | 13.3% |
| Max Drawdown | -18.2%Best | -19.3% |
| $10,000 over 3.8 years | $19,541 | $20,267Best |
| Fund Family | Hartford Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 16, 2022 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
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 VTI 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 VTI Performance
Hartford Disciplined US Equity ETF (HDUS) is an ETF from Hartford Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year HDUS returned +19.57% while VTI returned +20.00%. Year to date, HDUS is up 14.43% versus a gain of 13.59% for VTI.
Over three years, HDUS compounded at +20.48% per year against +20.95% for VTI. Across the full 4-year window we track, VTI has the edge at +20.43% annualized vs +19.28%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 13.3% 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 -19.3% for VTI. 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 VTI 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 1.07% for VTI.
Holdings Overlap
At least 91.9% of HDUS's money is in holdings VTI also owns.
Stated as a floor: for VTI, our book for it covers 92.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
Most of HDUS is already inside VTI. Owning both mostly buys the same companies twice.
The two holdings books were reported 48 days apart, HDUS as of Aug 17, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
213 positions in common, counted across the 238 positions we hold weights for in HDUS and 2,787 in VTI, against full books of 242 and 3,543.
Top Shared Holdings
| Stock | Weight in HDUS | Weight in VTI | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 7.47% | 6.32% | 1.15% |
| AAPLApple, Inc | 5.22% | 5.84% | 0.62% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 5.90% | 3.81% | 2.09% |
| GOOGLAlphabet Inc.Class A | 5.10% | 2.88% | 2.22% |
| AMZNAmazon.Com Inc | 3.57% | 3.17% | 0.40% |
| AVGOBroadcom Inc | 2.37% | 2.46% | 0.09% |
| METAMeta Platform Inc | 1.95% | 1.70% | 0.25% |
| MUMicron Technology, Inc. | 1.14% | 1.79% | 0.65% |
| TSLATesla Motors Inc | 1.10% | 1.63% | 0.53% |
| AMDAdvanced Micro Devices Inc | 1.00% | 1.30% | 0.30% |
91.9% of HDUS is already inside VTI.
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 VTI?
HDUS has an expense ratio of 0.19% while VTI charges 0.03%. VTI is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, HDUS or VTI?
Over the past year HDUS returned +19.57% vs +20.00% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), HDUS annualized +19.28% vs +20.43% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HDUS or VTI?
VTI has been the more volatile fund at 13.3% annualized versus 12.2% for HDUS. Worst drawdown: HDUS -18.2% vs VTI -19.3%.
Should I hold both HDUS and VTI?
HDUS and VTI 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 VTI?
At least 91.9% of HDUS's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 213 positions in common, counted across the 238 positions we hold weights for in HDUS and 2,787 in VTI.
Which pays a higher dividend, HDUS or VTI?
HDUS yields 1.31% while VTI yields 1.07%, so HDUS currently pays the higher dividend yield.
Is VTI better than HDUS?
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99. Which one suits a particular account depends on what it is for. This is information, not a recommendation.