HDUS vs JQUA
Hartford Disciplined US Equity ETF vs JPMorgan US Quality Factor ETF
Which is better, HDUS or JQUA?
Nearly the same fund. JQUA costs less.
JQUA has a lower expense ratio. HDUS led over 3Y, JQUA over 1Y and the full window. The two have moved almost in lockstep, correlation 0.95. JQUA is less concentrated, with 19.8% 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 | JQUA |
|---|---|---|
| Expense Ratio | 0.19% | 0.12%Best |
| AUM | $111M | $9.3B |
| Dividend Yield | 1.42% | 1.08% |
| Holdings | 242 | 624 |
| YTD Return | +13.28% | +19.98%Best |
| 1Y Return | +16.53% | +21.86%Best |
| 3Y Return (annualized) | +21.04%Best | +20.91% |
| 5Y Return (annualized) | - | +13.77% |
| Volatility (annualized) | 12.2% | 11.9%Best |
| Max Drawdown | -18.2% | -16.8%Best |
| $10,000 over 3.9 years | $19,317 | $20,039Best |
| Top 10 Weight | 34.4% | 19.8%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 JQUA 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 JQUA Performance
Hartford Disciplined US Equity ETF (HDUS) is an ETF from Hartford Funds and JPMorgan US Quality Factor ETF (JQUA) is an ETF from J.P. Morgan Asset Management. Over the past year HDUS returned +16.53% while JQUA returned +21.86%. Year to date, HDUS is up 13.28% versus a gain of 19.98% for JQUA.
Over three years, HDUS compounded at +21.04% per year against +20.91% for JQUA. Across the full 4-year window we track, JQUA has the edge at +19.51% annualized vs +18.39%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HDUS has been the more volatile fund, with annualized monthly volatility of 12.2% compared with 11.9% for JQUA. 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 -16.8% for JQUA. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.95. 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 JQUA 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 1.08% for JQUA.
Holdings Overlap
65.1% of HDUS's money is in holdings JQUA also owns. 60.9% of JQUA's money is in holdings HDUS also owns.
The two portfolios partly overlap.
112 positions in common, counted across the 239 positions we hold weights for in HDUS and 306 in JQUA, against full books of 242 and 624.
What only one of them owns
Our book lists 183 positions for JQUA that do not appear in our book for HDUS (37.5% of the fund), and 123 for HDUS that do not appear in JQUA (34.2%).
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 HDUS | Weight in JQUA | Difference |
|---|---|---|---|
| NVDANvidia Corp | 6.67% | 2.00% | 4.67% |
| AAPLApple, Inc | 5.91% | 2.06% | 3.85% |
| MSFTMicrosoft Corp | 5.54% | 2.05% | 3.49% |
| GOOGLAlphabet Inc | 4.84% | 1.80% | 3.04% |
| AVGOBroadcom Inc | 2.28% | 1.92% | 0.36% |
| METAMeta Platforms Inc | 2.04% | 2.10% | 0.06% |
| AMDAdvanced Micro Devices Inc | 1.31% | 2.26% | 0.95% |
| MUMicron Technology, Inc. | 1.39% | 2.16% | 0.77% |
| JNJJohnson & Johnson - Common | 1.22% | 1.54% | 0.32% |
| VVisa Inc Class A | 1.00% | 1.69% | 0.69% |
65.1% of HDUS is already inside JQUA.
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, HDUS or JQUA?
HDUS has an expense ratio of 0.19% while JQUA charges 0.12%. JQUA is the cheaper option, by $7 a year on a $10,000 investment.
Which performed better, HDUS or JQUA?
Over the past year HDUS returned +16.53% vs +21.86% for JQUA, so JQUA leads on 1-year performance. Over the longest common window we track (4 years), HDUS annualized +18.39% vs +19.51% for JQUA. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HDUS or JQUA?
HDUS has been the more volatile fund at 12.2% annualized versus 11.9% for JQUA. Worst drawdown: HDUS -18.2% vs JQUA -16.8%.
Should I hold both HDUS and JQUA?
HDUS and JQUA have a monthly-return correlation of 0.95, 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 JQUA?
65.1% of HDUS's money is in holdings JQUA also owns. 60.9% of JQUA's is in holdings HDUS also owns. They hold 112 positions in common, counted across the 239 positions we hold weights for in HDUS and 306 in JQUA.
Which pays a higher dividend, HDUS or JQUA?
HDUS yields 1.42% while JQUA yields 1.08%, so HDUS currently pays the higher dividend yield.
Is JQUA better than HDUS?
JQUA has a lower expense ratio. HDUS led over 3Y, JQUA over 1Y and the full window. The two have moved almost in lockstep, correlation 0.95. JQUA is less concentrated, with 19.8% 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.