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HDUS vs HFGO

Hartford Disciplined US Equity ETF vs Hartford Large Cap Growth ETF

HDUS

Hartford Disciplined US Equity ETF

Hartford Mutual Funds

Annual cost

0.19%

Fund size

$180M

HFGO

Hartford Large Cap Growth ETF

Hartford Mutual Funds

Annual cost

0.59%

Fund size

$181M

Key differences

  • HDUS costs 0.40% less per year.
  • HDUS follows a index tracking strategy; HFGO uses active selection.
  • Over the last 3 years, HFGO has delivered higher annualized returns.

Side-by-side comparison

HDUSHFGO
Annual cost (TER)0.19%0.59%
Fund size (AUM)$180M$181M
Since20222021
Dividend yield1.38%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+27.9%+28.7%
CAGR 3Y+21.8%+27.5%
CAGR 5YN/AN/A
Sharpe 3Y1.231.07
Volatility 1Y11.10%17.94%
Max drawdown-17.94%-44.64%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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