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ZHOG vs HMOP

F/m Opportunistic Income ETF vs Hartford Municipal Opportunities ETF

ZHOG

F/m Opportunistic Income ETF

F/m investments, LLC

Annual cost

0.43%

Fund size

$45M

HMOP

Hartford Municipal Opportunities ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$740M

Key differences

  • HMOP costs 0.14% less per year.
  • HMOP is significantly larger than ZHOG — larger funds tend to be more liquid and less likely to close.
  • ZHOG follows a active selection strategy; HMOP uses index tracking.
  • HMOP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ZHOGHMOP
Annual cost (TER)0.43%0.29%
Fund size (AUM)$45M$740M
Since20232017
Dividend yield5.60%3.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.9%+6.1%
CAGR 3YN/A+4.0%
CAGR 5YN/A+1.3%
Sharpe 3YN/A0.12
Volatility 1Y1.61%2.71%
Max drawdown-3.66%-13.12%

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

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