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HEMI vs HDUS

Hartford Equity Premium Income ETF vs Hartford Disciplined US Equity ETF

HEMI

Hartford Equity Premium Income ETF

Annual cost

0.49%

Fund size

$34M

HDUS

Hartford Disciplined US Equity ETF

Annual cost

0.19%

Fund size

$193M

Key differences

  • HDUS costs 0.30% less per year.
  • HDUS is significantly larger than HEMI — larger funds tend to be more liquid and less likely to close.
  • HEMI is classified as alternative, while HDUS is equity — different risk/return profiles.
  • HEMI follows a option income strategy; HDUS uses index tracking.

Side-by-side comparison

HEMIHDUS
Annual cost (TER)0.49%0.19%
Fund size (AUM)$34M$193M
Since20252022
Dividend yield1.32%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+24.3%
CAGR 3YN/A+21.4%
CAGR 5YN/AN/A
Sharpe 3YN/A1.20
Volatility 1Y11.16%
Max drawdown-7.79%-17.94%

Similar to HEMI and HDUS