AMID vs HLGE

AMID vs HLGE

Which is better, AMID or HLGE?

AMID has been ahead.

HLGE has a lower expense ratio. AMID led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91.

Lower Fees: HLGEHigher Returns: AMID

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

MetricAMIDHLGE
Expense Ratio0.52%0.44%Best
AUM$119M$13M
Dividend Yield0.33%1.34%
Holdings48342
Volatility (annualized)19.7%16.8%Best
Max Drawdown-23.1%-20.8%Best
$10,000 over 2.9 years$13,464Best$13,146
Fund FamilyAlpha ArchitectHartford Funds
CategoryEquityEquity
StyleMid Cap BlendMid Cap Blend
InceptionAug 17, 2022Mar 16, 2021

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 478 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. AMID has data through Oct 14, 2026 and HLGE through Jun 23, 2025.

Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Aug 17, 2022 to Jun 23, 2025 (2.9 years).

Compare AMID against instead:AMID vs SPYAMID vs QQQAMID vs VOOAMID vs VTIHLGE against:HLGE vs VXUS

Risk: Volatility and Drawdowns

AMID has been the more volatile fund, with annualized monthly volatility of 19.7% compared with 16.8% for HLGE. 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 -23.1% for AMID and -20.8% for HLGE. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

AMID charges 0.52% per year while HLGE charges 0.44%. On a $10,000 position that is $52 vs $44 annually, a gap of $8 per year that compounds over a long holding period. On income, AMID currently yields 0.33% against 1.34% for HLGE.

You are not choosing between two funds in isolation.

Whichever of AMID and HLGE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AMIDHLGE

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Frequently Asked Questions

Which is cheaper, AMID or HLGE?

AMID has an expense ratio of 0.52% while HLGE charges 0.44%. HLGE is the cheaper option, by $8 a year on a $10,000 investment.

Which is riskier, AMID or HLGE?

AMID has been the more volatile fund at 19.7% annualized versus 16.8% for HLGE. Worst drawdown: AMID -23.1% vs HLGE -20.8%.

Should I hold both AMID and HLGE?

AMID and HLGE have a monthly-return correlation of 0.91, 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.

Which pays a higher dividend, AMID or HLGE?

AMID yields 0.33% while HLGE yields 1.34%, so HLGE currently pays the higher dividend yield.

Is HLGE better than AMID?

HLGE has a lower expense ratio. AMID led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.