HDUS vs USSE
Hartford Disciplined US Equity ETF vs Segall Bryant & Hamill Select Equity ETF
Which is better, HDUS or USSE?
Each has led over a different period.
HDUS has a lower expense ratio. HDUS led over 3Y and the full window, USSE over 1Y. HDUS is less concentrated, with 34.4% of the fund in its ten largest positions against 58.1%.
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 | USSE |
|---|---|---|
| Expense Ratio | 0.19%Best | 0.65% |
| AUM | $111M | $372M |
| Dividend Yield | 1.42% | 0.00% |
| Holdings | 242 | 42 |
| YTD Return | +13.28% | +22.80%Best |
| 1Y Return | +16.53% | +25.31%Best |
| 3Y Return (annualized) | +21.04%Best | +18.49% |
| Volatility (annualized) | 12.1%Best | 13.3% |
| Max Drawdown | -18.2%Best | -22.4% |
| $10,000 over 3.1 years | $17,129Best | $16,412 |
| Top 10 Weight | 34.4%Best | 58.1% |
| Fund Family | Hartford Funds | Segall Bryaant & Hamill Asset management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 16, 2022 | Aug 29, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Aug 30, 2023 to Oct 14, 2026 (3.1 years).
HDUS vs USSE 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 3.1 years both funds cover.
HDUS vs USSE Performance
Hartford Disciplined US Equity ETF (HDUS) is an ETF from Hartford Funds and Segall Bryant & Hamill Select Equity ETF (USSE) is an ETF from Segall Bryaant & Hamill Asset management. Over the past year HDUS returned +16.53% while USSE returned +25.31%. Year to date, HDUS is up 13.28% versus a gain of 22.80% for USSE.
Over three years, HDUS compounded at +21.04% per year against +18.49% for USSE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
USSE has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 12.1% 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 -22.4% for USSE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HDUS charges 0.19% per year while USSE charges 0.65%. On a $10,000 position that is $19 vs $65 annually, a gap of $46 per year that compounds over a long holding period. On income, HDUS currently yields 1.42% against 0.00% for USSE.
Holdings Overlap
27.9% of HDUS's money is in holdings USSE also owns. 69.3% of USSE's money is in holdings HDUS also owns.
The two portfolios partly overlap.
14 positions in common, counted across the 239 positions we hold weights for in HDUS and 20 in USSE, against full books of 242 and 42.
What only one of them owns
Our book lists 5 positions for USSE that do not appear in our book for HDUS (24.3% of the fund), and 221 for HDUS that do not appear in USSE (71.4%).
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 USSE | Difference |
|---|---|---|---|
| NVDANvidia Corp | 6.67% | 7.48% | 0.81% |
| MSFTMicrosoft Corp | 5.54% | 7.22% | 1.68% |
| AAPLApple, Inc | 5.91% | 4.67% | 1.24% |
| AMZNAmazon.Com Inc | 3.19% | 5.61% | 2.42% |
| ANETArista Networks Inc. | 0.08% | 5.81% | 5.73% |
| METAMeta Platforms Inc | 2.04% | 3.68% | 1.64% |
| PANWPalo Alto Networks, Inc | 0.34% | 5.05% | 4.71% |
| JPMJpmorgan Chase | 1.00% | 4.20% | 3.20% |
| VVisa Inc Class A | 1.00% | 4.10% | 3.10% |
| LLYEli Lilly & Co. | 1.07% | 4.02% | 2.95% |
69.3% of USSE 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 USSE?
HDUS has an expense ratio of 0.19% while USSE charges 0.65%. HDUS is the cheaper option, by $46 a year on a $10,000 investment.
Which performed better, HDUS or USSE?
Over the past year HDUS returned +16.53% vs +25.31% for USSE, so USSE leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HDUS or USSE?
USSE has been the more volatile fund at 13.3% annualized versus 12.1% for HDUS. Worst drawdown: HDUS -18.2% vs USSE -22.4%.
Should I hold both HDUS and USSE?
HDUS and USSE have a monthly-return correlation of 0.87, 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 USSE?
69.3% of USSE's money is in holdings HDUS also owns. 69.3% of USSE's is in holdings HDUS also owns. They hold 14 positions in common, counted across the 239 positions we hold weights for in HDUS and 20 in USSE.
Which pays a higher dividend, HDUS or USSE?
HDUS yields 1.42% while USSE yields 0.00%, so HDUS currently pays the higher dividend yield.
Is USSE better than HDUS?
HDUS has a lower expense ratio. HDUS led over 3Y and the full window, USSE over 1Y. HDUS is less concentrated, with 34.4% of the fund in its ten largest positions against 58.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.