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HIS vs HDUS

Humilis US Focused Opportunities ETF vs Hartford Disciplined US Equity ETF

HIS

Humilis US Focused Opportunities ETF

Humilis Investment Strategies

Annual cost

0.54%

Fund size

HDUS

Hartford Disciplined US Equity ETF

Hartford Mutual Funds

Annual cost

0.19%

Fund size

$180M

Key differences

  • HDUS costs 0.35% less per year.
  • HIS follows a active selection strategy; HDUS uses index tracking.

Side-by-side comparison

HISHDUS
Annual cost (TER)0.54%0.19%
Fund size (AUM)$180M
Since20262022
Dividend yield1.38%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+27.9%
CAGR 3YN/A+21.8%
CAGR 5YN/AN/A
Sharpe 3YN/A1.23
Volatility 1Y11.10%
Max drawdown0.00%-17.94%

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

Similar to HIS and HDUS