DFVX vs HDUS
Dimensional US Large Cap Vector ETF vs Hartford Disciplined US Equity ETF
Which is better, DFVX or HDUS?
Each has led over a different period.
DFVX led over 1Y, HDUS over 3Y and the full window. The two have moved almost in lockstep, correlation 0.94. DFVX is less concentrated, with 33.1% of the fund in its ten largest positions against 34.4%.
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 | DFVX | HDUS |
|---|---|---|
| Expense Ratio | 0.19%Tie | 0.19%Tie |
| AUM | $551M | $111M |
| Dividend Yield | 1.13% | 1.42% |
| Holdings | 325 | 242 |
| YTD Return | +14.81%Best | +13.28% |
| 1Y Return | +18.85%Best | +16.53% |
| 3Y Return (annualized) | +20.20% | +21.04%Best |
| Volatility (annualized) | 11.3% | 11.2%Best |
| Max Drawdown | -16.7%Best | -18.2% |
| $10,000 over 2.9 years | $17,050 | $17,835Best |
| Top 10 Weight | 33.1%Best | 34.4% |
| Fund Family | Dimensional | Hartford Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 2, 2023 | Nov 16, 2022 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 2, 2023 to Oct 14, 2026 (2.9 years).
DFVX 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 2.9 years both funds cover.
DFVX vs HDUS Performance
Dimensional US Large Cap Vector ETF (DFVX) is an ETF from Dimensional and Hartford Disciplined US Equity ETF (HDUS) is an ETF from Hartford Funds. Over the past year DFVX returned +18.85% while HDUS returned +16.53%. Year to date, DFVX is up 14.81% versus a gain of 13.28% for HDUS.
Over three years, DFVX compounded at +20.20% per year against +21.04% for HDUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DFVX has been the more volatile fund, with annualized monthly volatility of 11.3% compared with 11.2% 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 -16.7% for DFVX 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DFVX charges 0.19% per year while HDUS charges 0.19%. On a $10,000 position that is $19 vs $19 annually. On income, DFVX currently yields 1.13% against 1.42% for HDUS.
Holdings Overlap
66.4% of DFVX's money is in holdings HDUS also owns. 71.1% of HDUS's money is in holdings DFVX also owns.
Most of HDUS is already inside DFVX. Owning both mostly buys the same companies twice.
117 positions in common, counted across the 325 positions we hold weights for in DFVX and 239 in HDUS, against full books of 325 and 242.
What only one of them owns
Our book lists 119 positions for HDUS that do not appear in our book for DFVX (28.6% of the fund), and 187 for DFVX that do not appear in HDUS (32.5%).
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 DFVX | Weight in HDUS | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 6.35% | 5.54% | 0.81% |
| AMZNAmazon.Com Inc | 5.06% | 3.19% | 1.87% |
| NVDANvidia Corp | 1.22% | 6.67% | 5.45% |
| GOOGLAlphabet Inc | 2.94% | 4.84% | 1.90% |
| METAMeta Platforms Inc | 5.27% | 2.04% | 3.23% |
| AAPLApple, Inc | 0.04% | 5.91% | 5.87% |
| MUMicron Technology, Inc. | 2.78% | 1.39% | 1.39% |
| JPMJpmorgan Chase | 2.41% | 1.00% | 1.41% |
| JNJJohnson & Johnson - Common | 2.11% | 1.22% | 0.89% |
| XOMExxonmobil Corp. | 2.25% | 0.91% | 1.34% |
71.1% of HDUS is already inside DFVX.
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, DFVX or HDUS?
DFVX has an expense ratio of 0.19% while HDUS charges 0.19%. At the precision these are quoted to, they cost the same.
Which performed better, DFVX or HDUS?
Over the past year DFVX returned +18.85% vs +16.53% for HDUS, so DFVX leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DFVX or HDUS?
DFVX has been the more volatile fund at 11.3% annualized versus 11.2% for HDUS. Worst drawdown: DFVX -16.7% vs HDUS -18.2%.
Should I hold both DFVX and HDUS?
DFVX and HDUS have a monthly-return correlation of 0.94, 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 DFVX and HDUS?
71.1% of HDUS's money is in holdings DFVX also owns. 71.1% of HDUS's is in holdings DFVX also owns. They hold 117 positions in common, counted across the 325 positions we hold weights for in DFVX and 239 in HDUS.
Which pays a higher dividend, DFVX or HDUS?
DFVX yields 1.13% while HDUS yields 1.42%, so HDUS currently pays the higher dividend yield.
Is HDUS better than DFVX?
DFVX led over 1Y, HDUS over 3Y and the full window. The two have moved almost in lockstep, correlation 0.94. DFVX is less concentrated, with 33.1% of the fund in its ten largest positions against 34.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.