HDUS vs QLV
Hartford Disciplined US Equity ETF vs Northern Trust US Quality Low Volatility ETF
Which is better, HDUS or QLV?
HDUS has been ahead.
QLV has a lower expense ratio. HDUS led over 1Y, 3Y and the full window. HDUS is less concentrated, with 34.4% of the fund in its ten largest positions against 36.8%.
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 | QLV |
|---|---|---|
| Expense Ratio | 0.19% | 0.08%Best |
| AUM | $111M | $171M |
| Dividend Yield | 1.42% | 1.50% |
| Holdings | 242 | 125 |
| YTD Return | +13.28% | +13.30%Best |
| 1Y Return | +16.53%Best | +14.01% |
| 3Y Return (annualized) | +21.04%Best | +16.91% |
| 5Y Return (annualized) | - | +10.85% |
| Volatility (annualized) | 12.2% | 9.1%Best |
| Max Drawdown | -18.2% | -12.1%Best |
| $10,000 over 3.9 years | $19,317Best | $16,893 |
| Top 10 Weight | 34.4%Best | 36.8% |
| Fund Family | Hartford Funds | Northern Trust Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 16, 2022 | Jul 15, 2019 |
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 QLV 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 QLV Performance
Hartford Disciplined US Equity ETF (HDUS) is an ETF from Hartford Funds and Northern Trust US Quality Low Volatility ETF (QLV) is an ETF from Northern Trust Asset Management. Over the past year HDUS returned +16.53% while QLV returned +14.01%. Year to date, HDUS is up 13.28% versus a gain of 13.30% for QLV.
Over three years, HDUS compounded at +21.04% per year against +16.91% for QLV. Across the full 4-year window we track, HDUS has the edge at +18.39% annualized vs +14.39%.
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 9.1% for QLV. 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 -12.1% for QLV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HDUS charges 0.19% per year while QLV charges 0.08%. On a $10,000 position that is $19 vs $8 annually, a gap of $11 per year that compounds over a long holding period. On income, HDUS currently yields 1.42% against 1.50% for QLV.
Holdings Overlap
56.9% of HDUS's money is in holdings QLV also owns. 69.5% of QLV's money is in holdings HDUS also owns.
The two portfolios partly overlap.
61 positions in common, counted across the 239 positions we hold weights for in HDUS and 120 in QLV, against full books of 242 and 125.
What only one of them owns
Our book lists 52 positions for QLV that do not appear in our book for HDUS (27.1% of the fund), and 174 for HDUS that do not appear in QLV (42.4%).
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 QLV | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 6.67% | 6.86% | 0.19% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 5.54% | 6.58% | 1.04% |
| AAPLApple, Inc | 5.91% | 6.09% | 0.18% |
| GOOGLAlphabet Inc-cl A | 4.84% | 1.94% | 2.90% |
| AMZNAmazon.Com Inc | 3.19% | 2.46% | 0.73% |
| JNJJohnson & Johnson - Common | 1.22% | 4.25% | 3.03% |
| AVGOBroadcom Inc | 2.28% | 1.81% | 0.47% |
| XOMExxon Mobil Corp. | 0.91% | 2.38% | 1.47% |
| VVisa Inc. 'A' | 1.00% | 2.15% | 1.15% |
| METAMeta Platform Inc | 2.04% | 1.04% | 1.00% |
69.5% of QLV is already inside HDUS.
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 QLV?
HDUS has an expense ratio of 0.19% while QLV charges 0.08%. QLV is the cheaper option, by $11 a year on a $10,000 investment.
Which performed better, HDUS or QLV?
Over the past year HDUS returned +16.53% vs +14.01% for QLV, so HDUS leads on 1-year performance. Over the longest common window we track (4 years), HDUS annualized +18.39% vs +14.39% for QLV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HDUS or QLV?
HDUS has been the more volatile fund at 12.2% annualized versus 9.1% for QLV. Worst drawdown: HDUS -18.2% vs QLV -12.1%.
Should I hold both HDUS and QLV?
HDUS and QLV have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between HDUS and QLV?
69.5% of QLV's money is in holdings HDUS also owns. 69.5% of QLV's is in holdings HDUS also owns. They hold 61 positions in common, counted across the 239 positions we hold weights for in HDUS and 120 in QLV.
Which pays a higher dividend, HDUS or QLV?
HDUS yields 1.42% while QLV yields 1.50%, so QLV currently pays the higher dividend yield.
Is QLV better than HDUS?
QLV has a lower expense ratio. HDUS led over 1Y, 3Y and the full window. HDUS is less concentrated, with 34.4% of the fund in its ten largest positions against 36.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.