HDUS vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricHDUSVXUSWinner
Expense Ratio0.19%0.05%
AUM$199M$156.5B
Dividend Yield1.32%2.60%
Holdings2428,747
YTD Return+14.79%+14.57%
1Y Return+23.63%+27.82%
3Y Return (annualized)+20.60%+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)12.4%15.1%
Max Drawdown-18.2%-39.9%
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
InceptionNov 16, 2022Jan 26, 2011

HDUS vs VXUS Performance

Hartford Disciplined US Equity ETF (HDUS) is a ETF from Hartford Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year HDUS returned +23.63% while VXUS returned +27.82%. Year to date, HDUS is up 14.79% versus a gain of 14.57% for VXUS.

Over three years, HDUS compounded at +20.60% per year against +19.27% for VXUS. Across the full 4-year window we track, HDUS has the edge at +19.82% annualized vs +4.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -39.9% for VXUS. 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HDUS charges 0.19% per year while VXUS charges 0.05%. On a $10,000 position that is $19 vs $5 annually, a gap of $14 per year that compounds over a long holding period. On income, HDUS currently yields 1.32% against 2.60% for VXUS.

Holdings Overlap

0.1%overlap

HDUS and VXUS share 3 holdings out of 8097 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HDUSWeight in VXUSDifference
ORCL0.27%0.00%0.27%
IRM0.16%0.05%0.11%
BG0.15%0.03%0.12%

Frequently Asked Questions

Which is cheaper, HDUS or VXUS?

HDUS has an expense ratio of 0.19% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $14 per year of difference.

Which performed better, HDUS or VXUS?

Over the past year HDUS returned +23.63% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), HDUS annualized +19.82% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, HDUS or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 12.4% for HDUS. Worst drawdown: HDUS -18.2% vs VXUS -39.9%.

Should I hold both HDUS and VXUS?

HDUS and VXUS have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HDUS and VXUS?

HDUS and VXUS share 3 common holdings with a 0.1% weight overlap. Combined, they hold 8097 unique securities.

Which pays a higher dividend, HDUS or VXUS?

HDUS yields 1.32% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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