HDUS vs VYM
Hartford Disciplined US Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | HDUS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.04% | |
| AUM | $199M | $79.0B | |
| Dividend Yield | 1.32% | 2.86% | |
| Holdings | 242 | 568 | |
| YTD Return | +14.79% | +15.80% | |
| 1Y Return | +23.63% | +26.12% | |
| 3Y Return (annualized) | +20.60% | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 12.4% | 14.6% | |
| Max Drawdown | -18.2% | -58.8% | |
| Fund Family | Hartford Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 16, 2022 | Nov 10, 2006 |
HDUS vs VYM Performance
Hartford Disciplined US Equity ETF (HDUS) is a ETF from Hartford Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year HDUS returned +23.63% while VYM returned +26.12%. Year to date, HDUS is up 14.79% versus a gain of 15.80% for VYM.
Over three years, HDUS compounded at +20.60% per year against +18.25% for VYM. Across the full 4-year window we track, HDUS has the edge at +19.82% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HDUS charges 0.19% per year while VYM charges 0.04%. On a $10,000 position that is $19 vs $4 annually, a gap of $15 per year that compounds over a long holding period. On income, HDUS currently yields 1.32% against 2.86% for VYM.
Holdings Overlap
HDUS and VYM share 113 holdings out of 684 unique holdings combined, representing a 27.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HDUS or VYM?
HDUS has an expense ratio of 0.19% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, HDUS or VYM?
Over the past year HDUS returned +23.63% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), HDUS annualized +19.82% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, HDUS or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.4% for HDUS. Worst drawdown: HDUS -18.2% vs VYM -58.8%.
Should I hold both HDUS and VYM?
HDUS and VYM have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HDUS and VYM?
HDUS and VYM share 113 common holdings with a 27.2% weight overlap. Combined, they hold 684 unique securities.
Which pays a higher dividend, HDUS or VYM?
HDUS yields 1.32% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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