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HDUS vs LSEQ

Hartford Disciplined US Equity ETF vs Harbor Long-Short Equity ETF

HDUS

Hartford Disciplined US Equity ETF

Hartford Mutual Funds

Annual cost

0.19%

Fund size

$180M

LSEQ

Harbor Long-Short Equity ETF

Harbor Capital Advisors Inc

Annual cost

2.28%

Fund size

$15M

Key differences

  • HDUS costs 2.09% less per year.
  • HDUS is significantly larger than LSEQ — larger funds tend to be more liquid and less likely to close.
  • HDUS is classified as equity, while LSEQ is alternative — different risk/return profiles.
  • HDUS follows a index tracking strategy; LSEQ uses long short.

Side-by-side comparison

HDUSLSEQ
Annual cost (TER)0.19%2.28%
Fund size (AUM)$180M$15M
Since20222023
Dividend yield1.38%1.78%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackinglong short
CAGR 1Y+29.3%+21.9%
CAGR 3Y+21.7%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.22N/A
Volatility 1Y11.09%14.93%
Max drawdown-17.94%-8.35%

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

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