CVLC vs HDUS
Calvert US Large-Cap Core Responsible Index ETF vs Hartford Disciplined US Equity ETF
Which is better, CVLC or HDUS?
Nearly the same fund. CVLC costs less.
CVLC has a lower expense ratio. CVLC led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.98. HDUS is less concentrated, with 34.4% of the fund in its ten largest positions against 38.2%.
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 | CVLC | HDUS |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.19% |
| AUM | $1.0B | $111M |
| Dividend Yield | 0.93% | 1.42% |
| Holdings | 1,511 | 242 |
| YTD Return | +12.83% | +13.28%Best |
| 1Y Return | +17.38%Best | +16.53% |
| 3Y Return (annualized) | +22.00%Best | +21.04% |
| Volatility (annualized) | 13.2% | 11.7%Best |
| Max Drawdown | -19.9% | -18.2%Best |
| $10,000 over 3.7 years | $19,146Best | $18,489 |
| Top 10 Weight | 38.2% | 34.4%Best |
| Fund Family | Calvert | Hartford Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 30, 2023 | Nov 16, 2022 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Feb 1, 2023 to Oct 14, 2026 (3.7 years).
CVLC vs HDUS 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 3.7 years both funds cover.
CVLC vs HDUS Performance
Calvert US Large-Cap Core Responsible Index ETF (CVLC) is an ETF from Calvert and Hartford Disciplined US Equity ETF (HDUS) is an ETF from Hartford Funds. Over the past year CVLC returned +17.38% while HDUS returned +16.53%. Year to date, CVLC is up 12.83% versus a gain of 13.28% for HDUS.
Over three years, CVLC compounded at +22.00% per year against +21.04% for HDUS. Across the full 4-year window we track, CVLC has the edge at +19.19% annualized vs +18.07%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CVLC has been the more volatile fund, with annualized monthly volatility of 13.2% compared with 11.7% 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 -19.9% for CVLC and -18.2% for HDUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
CVLC charges 0.15% per year while HDUS charges 0.19%. On a $10,000 position that is $15 vs $19 annually, a gap of $4 per year that compounds over a long holding period. On income, CVLC currently yields 0.93% against 1.42% for HDUS.
Holdings Overlap
69.1% of CVLC's money is in holdings HDUS also owns. 83.4% of HDUS's money is in holdings CVLC also owns.
Most of HDUS is already inside CVLC. Owning both mostly buys the same companies twice.
190 positions in common, counted across the 759 positions we hold weights for in CVLC and 239 in HDUS, against full books of 1,511 and 242.
What only one of them owns
Our book lists 47 positions for HDUS that do not appear in our book for CVLC (16.3% of the fund), and 552 for CVLC that do not appear in HDUS (30.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CVLC | Weight in HDUS | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.80% | 6.67% | 1.13% |
| AAPLApple, Inc | 7.03% | 5.91% | 1.12% |
| MSFTMicrosoft Corp | 5.49% | 5.54% | 0.05% |
| GOOGLAlphabet Inc | 5.35% | 4.84% | 0.51% |
| AMZNAmazon.Com Inc | 3.63% | 3.19% | 0.44% |
| AVGOBroadcom Inc | 2.48% | 2.28% | 0.20% |
| MUMicron Technology, Inc. | 1.88% | 1.39% | 0.49% |
| AMDAdvanced Micro Devices Inc | 1.66% | 1.31% | 0.35% |
| LLYEli Lilly & Co. | 1.52% | 1.07% | 0.45% |
| JPMJpmorgan Chase | 1.38% | 1.00% | 0.38% |
83.4% of HDUS is already inside CVLC.
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, CVLC or HDUS?
CVLC has an expense ratio of 0.15% while HDUS charges 0.19%. CVLC is the cheaper option, by $4 a year on a $10,000 investment.
Which performed better, CVLC or HDUS?
Over the past year CVLC returned +17.38% vs +16.53% for HDUS, so CVLC leads on 1-year performance. Over the longest common window we track (4 years), CVLC annualized +19.19% vs +18.07% for HDUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CVLC or HDUS?
CVLC has been the more volatile fund at 13.2% annualized versus 11.7% for HDUS. Worst drawdown: CVLC -19.9% vs HDUS -18.2%.
Should I hold both CVLC and HDUS?
CVLC and HDUS have a monthly-return correlation of 0.98, 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 CVLC and HDUS?
83.4% of HDUS's money is in holdings CVLC also owns. 83.4% of HDUS's is in holdings CVLC also owns. They hold 190 positions in common, counted across the 759 positions we hold weights for in CVLC and 239 in HDUS.
Which pays a higher dividend, CVLC or HDUS?
CVLC yields 0.93% while HDUS yields 1.42%, so HDUS currently pays the higher dividend yield.
Is HDUS better than CVLC?
CVLC has a lower expense ratio. CVLC led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.98. HDUS is less concentrated, with 34.4% of the fund in its ten largest positions against 38.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.