HDUS vs NOEQ
Hartford Disciplined US Equity ETF vs Northern Trust US Equity ETF
Which is better, HDUS or NOEQ?
NOEQ costs less.
NOEQ has a lower expense ratio. HDUS is less concentrated, with 34.4% of the fund in its ten largest positions against 61.7%.
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 | NOEQ |
|---|---|---|
| Expense Ratio | 0.19% | 0.12%Best |
| AUM | $111M | $906M |
| Dividend Yield | 1.42% | 0.41% |
| Holdings | 242 | 406 |
| YTD Return | +13.28% | +17.57%Best |
| 1Y Return | +16.53% | - |
| 3Y Return (annualized) | +21.04% | - |
| Top 10 Weight | 34.4%Best | 61.7% |
| Fund Family | Hartford Funds | Northern Trust Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 16, 2022 | Mar 20, 2026 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
HDUS vs NOEQ 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
HDUS vs NOEQ Performance
Hartford Disciplined US Equity ETF (HDUS) is an ETF from Hartford Funds and Northern Trust US Equity ETF (NOEQ) is an ETF from Northern Trust Asset Management. Year to date, HDUS is up 13.28% versus a gain of 17.57% for NOEQ.
Past performance does not guarantee future results.
Fees and Cost Over Time
HDUS charges 0.19% per year while NOEQ 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 0.41% for NOEQ.
Holdings Overlap
72.6% of HDUS's money is in holdings NOEQ also owns. 46.1% of NOEQ's money is in holdings HDUS also owns.
Most of HDUS is already inside NOEQ. Owning both mostly buys the same companies twice.
106 positions in common, counted across the 239 positions we hold weights for in HDUS and 401 in NOEQ, against full books of 242 and 406.
What only one of them owns
Our book lists 200 positions for NOEQ that do not appear in our book for HDUS (52.0% of the fund), and 129 for HDUS that do not appear in NOEQ (26.7%).
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 NOEQ | Difference |
|---|---|---|---|
| NVDANvidia Corp | 6.67% | 3.29% | 3.38% |
| AAPLApple, Inc | 5.91% | 2.86% | 3.05% |
| AMZNAmazon.Com Inc | 3.19% | 4.53% | 1.34% |
| MSFTMicrosoft Corp | 5.54% | 2.09% | 3.45% |
| JNJJohnson & Johnson - Common | 1.22% | 4.06% | 2.84% |
| XOMExxonmobil Corp. | 0.91% | 4.11% | 3.20% |
| GOOGLAlphabet Inc | 4.84% | 0.14% | 4.70% |
| LLYEli Lilly & Co. | 1.07% | 3.48% | 2.41% |
| CVXChevron Corp | 0.50% | 3.88% | 3.38% |
| AVGOBroadcom Inc | 2.28% | 1.09% | 1.19% |
72.6% of HDUS is already inside NOEQ.
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 NOEQ?
HDUS has an expense ratio of 0.19% while NOEQ charges 0.12%. NOEQ is the cheaper option, by $7 a year on a $10,000 investment.
What is the holdings overlap between HDUS and NOEQ?
72.6% of HDUS's money is in holdings NOEQ also owns. 46.1% of NOEQ's is in holdings HDUS also owns. They hold 106 positions in common, counted across the 239 positions we hold weights for in HDUS and 401 in NOEQ.
Which pays a higher dividend, HDUS or NOEQ?
HDUS yields 1.42% while NOEQ yields 0.41%, so HDUS currently pays the higher dividend yield.
Is NOEQ better than HDUS?
NOEQ has a lower expense ratio. HDUS is less concentrated, with 34.4% of the fund in its ten largest positions against 61.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.