HDUS vs RECS
Hartford Disciplined US Equity ETF vs Columbia Research Enhanced Core ETF
Which is better, HDUS or RECS?
Nearly the same fund. RECS costs less.
RECS has a lower expense ratio. HDUS led over 1Y, RECS over 3Y and the full window. The two have moved almost in lockstep, correlation 0.98. HDUS is less concentrated, with 34.4% of the fund in its ten largest positions against 42.0%.
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 | RECS |
|---|---|---|
| Expense Ratio | 0.19% | 0.15%Best |
| AUM | $111M | $6.2B |
| Dividend Yield | 1.42% | 1.01% |
| Holdings | 242 | 718 |
| YTD Return | +13.28%Best | +11.16% |
| 1Y Return | +16.53%Best | +15.54% |
| 3Y Return (annualized) | +21.04% | +22.44%Best |
| 5Y Return (annualized) | - | +13.81% |
| Volatility (annualized) | 12.2% | 11.9%Best |
| Max Drawdown | -18.2%Best | -18.6% |
| $10,000 over 3.9 years | $19,317 | $20,289Best |
| Top 10 Weight | 34.4%Best | 42.0% |
| Fund Family | Hartford Funds | Columbia Threadneedle Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 16, 2022 | Sep 25, 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 RECS 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 RECS Performance
Hartford Disciplined US Equity ETF (HDUS) is an ETF from Hartford Funds and Columbia Research Enhanced Core ETF (RECS) is an ETF from Columbia Threadneedle Investments. Over the past year HDUS returned +16.53% while RECS returned +15.54%. Year to date, HDUS is up 13.28% versus a gain of 11.16% for RECS.
Over three years, HDUS compounded at +21.04% per year against +22.44% for RECS. Across the full 4-year window we track, RECS has the edge at +19.89% 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 RECS. 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 -18.6% for RECS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.98. 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 RECS charges 0.15%. On a $10,000 position that is $19 vs $15 annually, a gap of $4 per year that compounds over a long holding period. On income, HDUS currently yields 1.42% against 1.01% for RECS.
Holdings Overlap
47.1% of HDUS's money is in holdings RECS also owns. 65.0% of RECS's money is in holdings HDUS also owns.
The two portfolios partly overlap.
101 positions in common, counted across the 239 positions we hold weights for in HDUS and 353 in RECS, against full books of 242 and 718.
What only one of them owns
Our book lists 237 positions for RECS that do not appear in our book for HDUS (33.7% of the fund), and 135 for HDUS that do not appear in RECS (52.6%).
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 RECS | Difference |
|---|---|---|---|
| NVDANvidia Corp | 6.67% | 12.01% | 5.34% |
| AAPLApple, Inc | 5.91% | 11.96% | 6.05% |
| METAMeta Platforms Inc | 2.04% | 4.79% | 2.75% |
| MUMicron Technology, Inc. | 1.39% | 2.28% | 0.89% |
| MAMastercard Inc | 0.84% | 2.36% | 1.52% |
| BACBank of America Corp.: Financials | 0.30% | 2.04% | 1.74% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.10% | 1.05% | 0.05% |
| CVXChevron Corp | 0.50% | 1.60% | 1.10% |
| MOAltria Group Inc | 0.69% | 1.22% | 0.53% |
| LRCXLam Research Corp | 0.96% | 0.73% | 0.23% |
65.0% of RECS 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.
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Frequently Asked Questions
Which is cheaper, HDUS or RECS?
HDUS has an expense ratio of 0.19% while RECS charges 0.15%. RECS is the cheaper option, by $4 a year on a $10,000 investment.
Which performed better, HDUS or RECS?
Over the past year HDUS returned +16.53% vs +15.54% for RECS, so HDUS leads on 1-year performance. Over the longest common window we track (4 years), HDUS annualized +18.39% vs +19.89% for RECS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HDUS or RECS?
HDUS has been the more volatile fund at 12.2% annualized versus 11.9% for RECS. Worst drawdown: HDUS -18.2% vs RECS -18.6%.
Should I hold both HDUS and RECS?
HDUS and RECS have a monthly-return correlation of 0.98, 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 RECS?
65.0% of RECS's money is in holdings HDUS also owns. 65.0% of RECS's is in holdings HDUS also owns. They hold 101 positions in common, counted across the 239 positions we hold weights for in HDUS and 353 in RECS.
Which pays a higher dividend, HDUS or RECS?
HDUS yields 1.42% while RECS yields 1.01%, so HDUS currently pays the higher dividend yield.
Is RECS better than HDUS?
RECS has a lower expense ratio. HDUS led over 1Y, RECS over 3Y and the full window. The two have moved almost in lockstep, correlation 0.98. HDUS is less concentrated, with 34.4% of the fund in its ten largest positions against 42.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.