HDUS vs. ITOT

Last updated Jun 4, 2026

HDUS (Hartford Disciplined US Equity ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both Large Cap Blend Equities funds - HDUS tracks the Hartford Disciplined US Equity Index while ITOT tracks the S&P Total Market Index. Both are passively managed. Over the past 3 years, HDUS returned 21.13%/yr vs 22.09%/yr for ITOT. With a 0.98 correlation, they move nearly in lockstep. HDUS charges 0.19%/yr vs 0.03%/yr for ITOT.

Performance

HDUS vs. ITOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Disciplined US Equity ETF (HDUS) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with HDUS having a 10.84% return and ITOT slightly higher at 11.25%.

HDUS

• 1D: -0.74%
• 1M: 4.44%
• YTD: 10.84%
• 6M: 10.51%
• 1Y: 26.49%
• 3Y*: 21.13%
• 5Y*: —
• 10Y*: —

ITOT

• 1D: -0.73%
• 1M: 5.01%
• YTD: 11.25%
• 6M: 11.12%
• 1Y: 28.12%
• 3Y*: 22.09%
• 5Y*: 12.69%
• 10Y*: 15.01%

*Multi-year figures are annualized to reflect compound growth (CAGR)

HDUS vs. ITOT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
HDUS Hartford Disciplined US Equity ETF	10.84%	17.17%	23.57%	21.17%	-2.14%
ITOT iShares Core S&P Total U.S. Stock Market ETF	11.25%	17.00%	23.80%	26.12%	-2.66%

Correlation

The correlation between HDUS and ITOT is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.98
Correlation (3Y) Calculated over the trailing 3-year period	0.98
Correlation (All Time) Calculated using the full available price history since Nov 18, 2022	0.98

The correlation between HDUS and ITOT has been stable across timeframes, ranging from 0.98 to 0.98 - a consistent structural relationship.

HDUS vs. ITOT - Sectors Allocation Comparison

Sectors	HDUS	ITOT
Technology	35.1%	33.8%
Financial Services	12.2%	12.1%
Communication Services	11.4%	10.3%
Consumer Cyclical	10.2%	10.1%
Industrials	7.0%	9.5%
Healthcare	6.5%	9.0%
Consumer Defensive	5.6%	4.7%
Real Estate	5.0%	2.4%
Energy	3.2%	3.7%
Utilities	2.3%	2.3%
Basic Materials	1.3%	2.1%

Return for Risk

HDUS vs. ITOT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HDUS

HDUS Risk / Return Rank: 76
HDUS Sharpe Ratio Rank: 76
HDUS Sortino Ratio Rank: 76
HDUS Omega Ratio Rank: 75
HDUS Calmar Ratio Rank: 72
HDUS Martin Ratio Rank: 84

ITOT

ITOT Risk / Return Rank: 68
ITOT Sharpe Ratio Rank: 69
ITOT Sortino Ratio Rank: 68
ITOT Omega Ratio Rank: 67
ITOT Calmar Ratio Rank: 63
ITOT Martin Ratio Rank: 75

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HDUS vs. ITOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Disciplined US Equity ETF (HDUS) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	HDUS	ITOT	Difference
Sharpe ratio: Return per unit of total volatility	2.43	2.32	+0.11
Sortino ratio: Return per unit of downside risk	3.36	3.17	+0.19
Omega ratio: Gain probability vs. loss probability	1.44	1.42	+0.02
Calmar ratio: Return relative to maximum drawdown	3.56	3.17	+0.38
Martin ratio: Return relative to average drawdown	17.05	14.57	+2.48
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HDUS vs. ITOT - Sharpe Ratio Comparison

The current HDUS Sharpe Ratio is 2.43, which is comparable to the ITOT Sharpe Ratio of 2.32. The chart below compares the historical Sharpe Ratios of HDUS and ITOT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	HDUS	ITOT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.43	2.32	+0.11
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.74	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.82	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.42	0.57	+0.85

Drawdowns

HDUS vs. ITOT - Drawdown Comparison

The maximum HDUS drawdown since its inception was -17.94%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for HDUS and ITOT.

Drawdown Indicators

	HDUS	ITOT	Difference
Max Drawdown Largest peak-to-trough decline	-17.94%	-55.20%	+37.26%
Max Drawdown (1Y) Largest decline over 1 year	-7.48%	-8.90%	+1.42%
Max Drawdown (3Y) Largest decline over 3 years	-17.94%	-19.44%	+1.50%
Max Drawdown (5Y) Largest decline over 5 years	—	-25.36%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.00%	—
Current Drawdown Current decline from peak	-0.83%	-0.73%	-0.10%
Average Drawdown Average peak-to-trough decline	-2.03%	-6.97%	+4.94%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.56%	1.94%	-0.38%

Volatility

HDUS vs. ITOT - Volatility Comparison

The current volatility for Hartford Disciplined US Equity ETF (HDUS) is 2.48%, while iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a volatility of 2.99%. This indicates that HDUS experiences smaller price fluctuations and is considered to be less risky than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HDUS	ITOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.48%	2.99%	-0.51%
Volatility (6M) Calculated over the trailing 6-month period	8.13%	9.13%	-1.00%
Volatility (1Y) Calculated over the trailing 1-year period	10.96%	12.20%	-1.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.15%	17.36%	-3.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.15%	18.26%	-4.11%

HDUS vs. ITOT - Expense Ratio Comparison

HDUS has a 0.19% expense ratio, which is higher than ITOT's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

HDUS vs. ITOT - Dividend Comparison

HDUS's dividend yield for the trailing twelve months is around 1.32%, more than ITOT's 0.98% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HDUS Hartford Disciplined US Equity ETF	1.32%	1.45%	1.58%	1.36%	0.33%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ITOT iShares Core S&P Total U.S. Stock Market ETF	0.98%	1.11%	1.23%	1.47%	1.66%	1.18%	1.41%	1.88%	2.14%	1.69%	1.83%	2.01%

Frequently Asked Questions

Can I hold both HDUS and ITOT in my portfolio?

With a correlation of 0.98, HDUS and ITOT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, HDUS or ITOT?

ITOT has higher volatility (2.99%) compared to HDUS (2.48%). In terms of maximum drawdown, HDUS dropped -17.94% vs ITOT's -55.20%.

Which ETF is better, HDUS or ITOT?

On 3-year performance, ITOT leads with 22.09% vs 21.13% for HDUS. On fees, ITOT is cheaper at 0.03% per year. On volatility, HDUS has been the lower-risk option at 2.48%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, HDUS or ITOT?

Over the 3-year period, ITOT has performed better with a 22.09% return vs 21.13%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, HDUS or ITOT?

ITOT is cheaper with a 0.03% expense ratio, compared with 0.19% for HDUS.

Which ETF pays a higher dividend yield, HDUS or ITOT?

HDUS has the higher dividend yield at 1.32%, compared with 0.98% for ITOT.

What is the main difference between HDUS and ITOT?

HDUS tracks Hartford Disciplined US Equity Index, while ITOT tracks S&P Total Market Index. They also come from different issuers: Hartford and iShares. Their fees differ too: 0.19% for HDUS and 0.03% for ITOT.

Which has better risk-adjusted returns?

HDUS currently has the higher Sharpe Ratio (2.43 vs 2.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.