HDUS vs VONE
Hartford Disciplined US Equity ETF vs Vanguard Russell 1000 ETF
Which is better, HDUS or VONE?
Nearly the same fund. VONE costs less.
VONE has a lower expense ratio. VONE led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99. HDUS is less concentrated, with 34.4% of the fund in its ten largest positions against 34.9%.
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 | VONE |
|---|---|---|
| Expense Ratio | 0.19% | 0.06%Best |
| AUM | $111M | $8.9B |
| Dividend Yield | 1.42% | 1.02% |
| Holdings | 242 | 1,027 |
| YTD Return | +13.28%Best | +13.02% |
| 1Y Return | +16.53% | +16.73%Best |
| 3Y Return (annualized) | +21.04% | +22.11%Best |
| 5Y Return (annualized) | - | +12.44% |
| Volatility (annualized) | 12.2%Best | 13.0% |
| Max Drawdown | -18.2%Best | -19.1% |
| $10,000 over 3.9 years | $19,317 | $20,368Best |
| Top 10 Weight | 34.4%Best | 34.9% |
| Fund Family | Hartford Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 16, 2022 | Sep 20, 2010 |
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 VONE 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 VONE Performance
Hartford Disciplined US Equity ETF (HDUS) is an ETF from Hartford Funds and Vanguard Russell 1000 ETF (VONE) is an ETF from Vanguard (US). Over the past year HDUS returned +16.53% while VONE returned +16.73%. Year to date, HDUS is up 13.28% versus a gain of 13.02% for VONE.
Over three years, HDUS compounded at +21.04% per year against +22.11% for VONE. Across the full 4-year window we track, VONE has the edge at +20.01% annualized vs +18.39%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VONE has been the more volatile fund, with annualized monthly volatility of 13.0% compared with 12.2% 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 -19.1% for VONE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.99. 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 VONE charges 0.06%. On a $10,000 position that is $19 vs $6 annually, a gap of $13 per year that compounds over a long holding period. On income, HDUS currently yields 1.42% against 1.02% for VONE.
Holdings Overlap
95.9% of HDUS's money is in holdings VONE also owns. 68.4% of VONE's money is in holdings HDUS also owns.
Most of HDUS is already inside VONE. Owning both mostly buys the same companies twice.
222 positions in common, counted across the 239 positions we hold weights for in HDUS and 1,014 in VONE, against full books of 242 and 1,027.
What only one of them owns
Our book lists 702 positions for VONE that do not appear in our book for HDUS (30.9% of the fund), and 16 for HDUS that do not appear in VONE (3.9%).
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 VONE | Difference |
|---|---|---|---|
| NVDANvidia Corp | 6.67% | 7.26% | 0.59% |
| AAPLApple, Inc | 5.91% | 6.46% | 0.55% |
| MSFTMicrosoft Corp | 5.54% | 5.31% | 0.23% |
| GOOGLAlphabet Inc | 4.84% | 2.79% | 2.05% |
| AMZNAmazon.Com Inc | 3.19% | 3.55% | 0.36% |
| AVGOBroadcom Inc | 2.28% | 2.43% | 0.15% |
| METAMeta Platforms Inc | 2.04% | 1.77% | 0.27% |
| MUMicron Technology, Inc. | 1.39% | 1.52% | 0.13% |
| TSLATesla Inc | 1.09% | 1.52% | 0.43% |
| AMDAdvanced Micro Devices Inc | 1.31% | 1.08% | 0.23% |
95.9% of HDUS is already inside VONE.
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 VONE?
HDUS has an expense ratio of 0.19% while VONE charges 0.06%. VONE is the cheaper option, by $13 a year on a $10,000 investment.
Which performed better, HDUS or VONE?
Over the past year HDUS returned +16.53% vs +16.73% for VONE, so VONE leads on 1-year performance. Over the longest common window we track (4 years), HDUS annualized +18.39% vs +20.01% for VONE. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HDUS or VONE?
VONE has been the more volatile fund at 13.0% annualized versus 12.2% for HDUS. Worst drawdown: HDUS -18.2% vs VONE -19.1%.
Should I hold both HDUS and VONE?
HDUS and VONE have a monthly-return correlation of 0.99, 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 VONE?
95.9% of HDUS's money is in holdings VONE also owns. 68.4% of VONE's is in holdings HDUS also owns. They hold 222 positions in common, counted across the 239 positions we hold weights for in HDUS and 1,014 in VONE.
Which pays a higher dividend, HDUS or VONE?
HDUS yields 1.42% while VONE yields 1.02%, so HDUS currently pays the higher dividend yield.
Is VONE better than HDUS?
VONE has a lower expense ratio. VONE led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99. HDUS is less concentrated, with 34.4% of the fund in its ten largest positions against 34.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.