HQGO vs XOVR
Hartford US Quality Growth ETF vs ERShares Private-Public Crossover ETF
Which is better, HQGO or XOVR?
HQGO has been ahead.
HQGO has a lower expense ratio. HQGO led over 1Y and the full window.
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 | HQGO | XOVR |
|---|---|---|
| Expense Ratio | 0.34%Best | 1.81% |
| AUM | $3M | $1.5B |
| Dividend Yield | 0.51% | 0.00% |
| Holdings | 192 | 33 |
| YTD Return | +12.84%Best | +6.41% |
| 1Y Return | +15.94%Best | +1.58% |
| 3Y Return (annualized) | - | +22.10% |
| 5Y Return (annualized) | - | +5.66% |
| Volatility (annualized) | 12.6%Best | 22.0% |
| Max Drawdown | -20.9%Best | -25.2% |
| $10,000 over 2.9 years | $17,373Best | $17,306 |
| Fund Family | Hartford Funds | ERShares |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Dec 5, 2023 | Nov 7, 2017 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Dec 6, 2023 to Oct 14, 2026 (2.9 years).
HQGO vs XOVR 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 2.9 years both funds cover.
HQGO vs XOVR Performance
Hartford US Quality Growth ETF (HQGO) is an ETF from Hartford Funds and ERShares Private-Public Crossover ETF (XOVR) is an ETF from ERShares. Over the past year HQGO returned +15.94% while XOVR returned +1.58%. Year to date, HQGO is up 12.84% versus a gain of 6.41% for XOVR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XOVR has been the more volatile fund, with annualized monthly volatility of 22.0% compared with 12.6% for HQGO. 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 -20.9% for HQGO and -25.2% for XOVR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HQGO charges 0.34% per year while XOVR charges 1.81%. On a $10,000 position that is $34 vs $181 annually, a gap of $147 per year that compounds over a long holding period. On income, HQGO currently yields 0.51% against 0.00% for XOVR.
Holdings Overlap
At least 20.5% of HQGO's money is in holdings XOVR also owns.
Stated as a floor: for XOVR, our book for it covers 77.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
HQGO and XOVR share little of their money.
16 positions in common, counted across the 190 positions we hold weights for in HQGO and 30 in XOVR, against full books of 192 and 33.
Top Shared Holdings
| Stock | Weight in HQGO | Weight in XOVR | Difference |
|---|---|---|---|
| NVDANvidia Corp | 5.49% | 9.73% | 4.24% |
| GOOGLAlphabet Inc | 4.82% | 5.74% | 0.92% |
| METAMeta Platforms Inc | 3.11% | 4.78% | 1.67% |
| FTNTFortinet Inc | 0.99% | 3.33% | 2.34% |
| MUMicron Technology, Inc. | 2.27% | 1.70% | 0.57% |
| NTRANatera Inc | 0.58% | 2.95% | 2.37% |
| ANETArista Networks Inc Common Stock | 0.18% | 2.97% | 2.79% |
| RDDTReddit Inc-Cl A | 0.17% | 2.77% | 2.60% |
| ALABAstera Labs Inc - Common | 0.43% | 2.49% | 2.06% |
| APPAppLovin Corp. Com Cl A | 0.61% | 2.17% | 1.56% |
20.5% of HQGO is already inside XOVR.
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, HQGO or XOVR?
HQGO has an expense ratio of 0.34% while XOVR charges 1.81%. HQGO is the cheaper option, by $147 a year on a $10,000 investment.
Which performed better, HQGO or XOVR?
Over the past year HQGO returned +15.94% vs +1.58% for XOVR, so HQGO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HQGO or XOVR?
XOVR has been the more volatile fund at 22.0% annualized versus 12.6% for HQGO. Worst drawdown: HQGO -20.9% vs XOVR -25.2%.
Should I hold both HQGO and XOVR?
HQGO and XOVR have a monthly-return correlation of 0.78, 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 HQGO and XOVR?
At least 20.5% of HQGO's money is in holdings XOVR also owns. Our book for XOVR is partial, so the real figure is this or higher. They hold 16 positions in common, counted across the 190 positions we hold weights for in HQGO and 30 in XOVR.
Which pays a higher dividend, HQGO or XOVR?
HQGO yields 0.51% while XOVR yields 0.00%, so HQGO currently pays the higher dividend yield.
Is XOVR better than HQGO?
HQGO has a lower expense ratio. HQGO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.