HMOP 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

MetricHMOPVXUSWinner
Expense Ratio0.29%0.05%
AUM$786M$156.5B
Dividend Yield3.78%2.60%
Holdings5878,747
YTD Return+1.22%+14.57%
1Y Return+5.13%+27.82%
3Y Return (annualized)+4.29%+19.27%
5Y Return (annualized)+1.20%+9.28%
Volatility (annualized)5.1%15.1%
Max Drawdown-13.6%-39.9%
Fund FamilyHartford FundsVanguard (US)
CategoryTax PreferredEquity
InceptionDec 13, 2017Jan 26, 2011

HMOP vs VXUS Performance

Hartford Municipal Opportunities ETF (HMOP) is a ETF from Hartford Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year HMOP returned +5.13% while VXUS returned +27.82%. Year to date, HMOP is up 1.22% versus a gain of 14.57% for VXUS.

Over three years, HMOP compounded at +4.29% per year against +19.27% for VXUS; over five years the annualized figures are +1.20% and +9.28% respectively. Across the full 9-year window we track, VXUS has the edge at +4.86% annualized vs +1.39%. 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 5.1% for HMOP. 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 -13.6% for HMOP 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HMOP charges 0.29% per year while VXUS charges 0.05%. On a $10,000 position that is $29 vs $5 annually, a gap of $24 per year that compounds over a long holding period. On income, HMOP currently yields 3.78% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

HMOP and VXUS share 0 holdings out of 8198 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, HMOP or VXUS?

HMOP has an expense ratio of 0.29% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $24 per year of difference.

Which performed better, HMOP or VXUS?

Over the past year HMOP returned +5.13% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (9 years), HMOP annualized +1.39% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, HMOP or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 5.1% for HMOP. Worst drawdown: HMOP -13.6% vs VXUS -39.9%.

Should I hold both HMOP and VXUS?

HMOP and VXUS have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HMOP and VXUS?

HMOP and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 8198 unique securities.

Which pays a higher dividend, HMOP or VXUS?

HMOP yields 3.78% while VXUS yields 2.60%, so HMOP currently pays the higher dividend yield.

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