HDUS vs JMOM
Hartford Disciplined US Equity ETF vs JPMorgan US Momentum Factor ETF
Which is better, HDUS or JMOM?
JMOM has been ahead.
JMOM has a lower expense ratio. JMOM led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.90. JMOM is less concentrated, with 19.1% 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 | HDUS | JMOM |
|---|---|---|
| Expense Ratio | 0.19% | 0.12%Best |
| AUM | $111M | $2.8B |
| Dividend Yield | 1.42% | 0.75% |
| Holdings | 242 | 594 |
| YTD Return | +13.28% | +20.05%Best |
| 1Y Return | +16.53% | +22.67%Best |
| 3Y Return (annualized) | +21.04% | +26.39%Best |
| 5Y Return (annualized) | - | +13.72% |
| Volatility (annualized) | 12.2%Best | 14.7% |
| Max Drawdown | -18.2%Best | -19.5% |
| $10,000 over 3.9 years | $19,317 | $22,003Best |
| Top 10 Weight | 34.4% | 19.1%Best |
| Fund Family | Hartford Funds | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 16, 2022 | Nov 8, 2017 |
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Nov 17, 2022 to Oct 14, 2026 (3.9 years).
HDUS vs JMOM 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 3.9 years both funds cover.
HDUS vs JMOM Performance
Hartford Disciplined US Equity ETF (HDUS) is an ETF from Hartford Funds and JPMorgan US Momentum Factor ETF (JMOM) is an ETF from J.P. Morgan Asset Management. Over the past year HDUS returned +16.53% while JMOM returned +22.67%. Year to date, HDUS is up 13.28% versus a gain of 20.05% for JMOM.
Over three years, HDUS compounded at +21.04% per year against +26.39% for JMOM. Across the full 4-year window we track, JMOM has the edge at +22.41% annualized vs +18.39%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JMOM has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 12.2% 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 -18.2% for HDUS and -19.5% for JMOM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
HDUS charges 0.19% per year while JMOM charges 0.12%. On a $10,000 position that is $19 vs $12 annually, a gap of $7 per year that compounds over a long holding period. On income, HDUS currently yields 1.42% against 0.75% for JMOM.
Holdings Overlap
63.7% of HDUS's money is in holdings JMOM also owns. 60.2% of JMOM's money is in holdings HDUS also owns.
The two portfolios partly overlap.
105 positions in common, counted across the 239 positions we hold weights for in HDUS and 285 in JMOM, against full books of 242 and 594.
What only one of them owns
Our book lists 168 positions for JMOM that do not appear in our book for HDUS (36.4% of the fund), and 131 for HDUS that do not appear in JMOM (35.6%).
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 HDUS | Weight in JMOM | Difference |
|---|---|---|---|
| NVDANvidia Corp | 6.67% | 1.97% | 4.70% |
| AAPLApple, Inc | 5.91% | 2.03% | 3.88% |
| MSFTMicrosoft Corp | 5.54% | 2.02% | 3.52% |
| GOOGLAlphabet Inc | 4.84% | 1.96% | 2.88% |
| AVGOBroadcom Inc | 2.28% | 1.89% | 0.39% |
| AMDAdvanced Micro Devices Inc | 1.31% | 2.53% | 1.22% |
| AMZNAmazon.Com Inc | 3.19% | 0.56% | 2.63% |
| MUMicron Technology, Inc. | 1.39% | 2.12% | 0.73% |
| JNJJohnson & Johnson - Common | 1.22% | 1.74% | 0.52% |
| AMATApplied Materials, Inc. | 0.98% | 1.27% | 0.29% |
63.7% of HDUS is already inside JMOM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, HDUS or JMOM?
HDUS has an expense ratio of 0.19% while JMOM charges 0.12%. JMOM is the cheaper option, by $7 a year on a $10,000 investment.
Which performed better, HDUS or JMOM?
Over the past year HDUS returned +16.53% vs +22.67% for JMOM, so JMOM leads on 1-year performance. Over the longest common window we track (4 years), HDUS annualized +18.39% vs +22.41% for JMOM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HDUS or JMOM?
JMOM has been the more volatile fund at 14.7% annualized versus 12.2% for HDUS. Worst drawdown: HDUS -18.2% vs JMOM -19.5%.
Should I hold both HDUS and JMOM?
HDUS and JMOM have a monthly-return correlation of 0.90, 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 HDUS and JMOM?
63.7% of HDUS's money is in holdings JMOM also owns. 60.2% of JMOM's is in holdings HDUS also owns. They hold 105 positions in common, counted across the 239 positions we hold weights for in HDUS and 285 in JMOM.
Which pays a higher dividend, HDUS or JMOM?
HDUS yields 1.42% while JMOM yields 0.75%, so HDUS currently pays the higher dividend yield.
Is JMOM better than HDUS?
JMOM has a lower expense ratio. JMOM led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.90. JMOM is less concentrated, with 19.1% 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.