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HDUS vs. USMV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

HDUS vs. USMV

Last updated Jul 14, 2026
Documentation

HDUS (Hartford Disciplined US Equity ETF) and USMV (iShares MSCI USA Min Vol Factor ETF) are both Large Cap Blend Equities funds - HDUS tracks the Hartford Disciplined US Equity Index while USMV tracks the MSCI USA Minimum Volatility Index. Both are passively managed. Over the past 3 years, HDUS returned 19.20%/yr vs 11.43%/yr for USMV. A 0.71 correlation means they provide meaningful diversification when combined. HDUS charges 0.19%/yr vs 0.15%/yr for USMV.

Performance

HDUS vs. USMV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Disciplined US Equity ETF (HDUS) and iShares MSCI USA Min Vol Factor ETF (USMV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HDUS achieves a 10.72% return, which is significantly higher than USMV's 4.64% return.

HDUS

1D
-0.43%
1M
1.49%
6M
8.70%
YTD
10.72%
1Y
21.43%
3Y*
19.20%
5Y*
—
10Y*
—

USMV

1D
0.06%
1M
2.16%
6M
3.87%
YTD
4.64%
1Y
7.10%
3Y*
11.43%
5Y*
7.16%
10Y*
9.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HDUS vs. USMV - Yearly Performance Comparison

2026 (YTD)2025202420232022
HDUS
Hartford Disciplined US Equity ETF		10.72%17.17%23.57%21.17%-1.39%
USMV
iShares MSCI USA Min Vol Factor ETF		4.64%7.65%15.74%10.33%0.23%

Correlation

The correlation between HDUS and USMV is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.52

Correlation (3Y)
Calculated over the trailing 3-year period

0.67

Correlation (All Time)
Calculated using the full available price history since Nov 17, 2022

0.71

The correlation between HDUS and USMV shifts across timeframes, from 0.52 (1 year) to 0.71 (all time), reflecting how their relationship changes across market environments.

HDUS vs. USMV - Sectors Allocation Comparison

Sectors
HDUS
USMV

Technology

36.4%
33.9%

Financial Services

11.9%
11.7%

Communication Services

11.3%
6.2%

Consumer Cyclical

10.2%
5.7%

Industrials

7.1%
6.1%

Healthcare

6.4%
12.6%

Consumer Defensive

5.4%
9.4%

Real Estate

4.9%
2.5%

Energy

3.0%
2.7%

Utilities

2.1%
6.9%

Basic Materials

1.4%
2.4%

Technology

HDUS
36.4%
USMV
33.9%

Financial Services

HDUS
11.9%
USMV
11.7%

Communication Services

HDUS
11.3%
USMV
6.2%

Consumer Cyclical

HDUS
10.2%
USMV
5.7%

Industrials

HDUS
7.1%
USMV
6.1%

Healthcare

HDUS
6.4%
USMV
12.6%

Consumer Defensive

HDUS
5.4%
USMV
9.4%

Real Estate

HDUS
4.9%
USMV
2.5%

Energy

HDUS
3.0%
USMV
2.7%

Utilities

HDUS
2.1%
USMV
6.9%

Basic Materials

HDUS
1.4%
USMV
2.4%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Hartford Disciplined US Equity ETF

iShares MSCI USA Min Vol Factor ETF

Often compared with HDUS:
HDUS vs. FMAYHDUS vs. RSSYHDUS vs. HTRBHDUS vs. VMAXHDUS vs. VTIHDUS vs. BDGSHDUS vs. ROUS
Often compared with USMV:
USMV vs. SPLVUSMV vs. SPYUSMV vs. VOOUSMV vs. QUALUSMV vs. VFMVUSMV vs. ACWVUSMV vs. VTI

Return for Risk

HDUS vs. USMV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
HDUS
HDUS Risk / Return Rank: 7575
Overall Rank
HDUS Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
HDUS Sortino Ratio Rank: 7474
Sortino Ratio Rank
HDUS Omega Ratio Rank: 7373
Omega Ratio Rank
HDUS Calmar Ratio Rank: 7272
Calmar Ratio Rank
HDUS Martin Ratio Rank: 8181
Martin Ratio Rank
USMV
USMV Risk / Return Rank: 2828
Overall Rank
USMV Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
USMV Sortino Ratio Rank: 2626
Sortino Ratio Rank
USMV Omega Ratio Rank: 2525
Omega Ratio Rank
USMV Calmar Ratio Rank: 2828
Calmar Ratio Rank
USMV Martin Ratio Rank: 3131
Martin Ratio Rank
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. USMV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Disciplined US Equity ETF (HDUS) and iShares MSCI USA Min Vol Factor ETF (USMV). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

HDUSUSMVDifference
Sharpe ratioReturn per unit of total volatility
1.92
0.84

+1.07

Sortino ratioReturn per unit of downside risk
2.64
1.23

+1.41

Omega ratioGain probability vs. loss probability

1.34

1.15

+0.20

Calmar ratioReturn relative to maximum drawdown

2.88

1.10

+1.77

Martin ratioReturn relative to average drawdown

12.35

3.61

+8.74

HDUS vs. USMV - Sharpe Ratio Comparison

The current HDUS Sharpe Ratio is 1.92, which is higher than the USMV Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of HDUS and USMV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

HDUS vs. USMV - Drawdown Comparison

The maximum HDUS drawdown since its inception was -17.94%, smaller than the maximum USMV drawdown of -33.10%. Use the drawdown chart below to compare losses from any high point for HDUS and USMV.

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Drawdown Indicators

HDUSUSMVDifference

Max Drawdown

Largest peak-to-trough decline

-17.94%

-33.10%

+15.16%

Max Drawdown (1Y)

Largest decline over 1 year

-7.48%

-6.46%

-1.02%

Max Drawdown (3Y)

Largest decline over 3 years

-17.94%

-9.36%

-8.58%

Max Drawdown (5Y)

Largest decline over 5 years

—

-17.93%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-33.10%

—

Current Drawdown

Current decline from peak

-0.93%

-0.54%

-0.39%

Average Drawdown

Average peak-to-trough decline

-2.03%

-2.87%

+0.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.74%

1.97%

-0.23%

Volatility

HDUS vs. USMV - Volatility Comparison

Hartford Disciplined US Equity ETF (HDUS) has a higher volatility of 3.07% compared to iShares MSCI USA Min Vol Factor ETF (USMV) at 2.54%. This indicates that HDUS's price experiences larger fluctuations and is considered to be riskier than USMV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

HDUSUSMVDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.07%

2.54%

+0.53%

Volatility (6M)

Calculated over the trailing 6-month period

8.72%

6.22%

+2.50%

Volatility (1Y)

Calculated over the trailing 1-year period

11.26%

8.48%

+2.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.10%

12.36%

+1.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.10%

14.49%

-0.39%

HDUS vs. USMV - Expense Ratio Comparison

HDUS has a 0.19% expense ratio, which is higher than USMV's 0.15% 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. USMV - Dividend Comparison

HDUS's dividend yield for the trailing twelve months is around 1.31%, less than USMV's 1.48% yield.

PositionTTM20252024202320222021202020192018201720162015
HDUS
Hartford Disciplined US Equity ETF		1.31%1.45%1.58%1.36%0.33%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
USMV
iShares MSCI USA Min Vol Factor ETF		1.48%1.49%1.67%1.82%1.62%1.26%1.81%1.88%2.12%1.77%2.22%2.02%

Frequently Asked Questions

HDUS and USMV have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HDUS has higher volatility (3.07%) compared to USMV (2.54%). In terms of maximum drawdown, HDUS dropped -17.94% vs USMV's -33.10%.

On 3-year performance, HDUS leads with 19.20% vs 11.43% for USMV. On fees, USMV is cheaper at 0.15% per year. On volatility, USMV has been the lower-risk option at 2.54%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, HDUS has performed better with a 19.20% return vs 11.43%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

USMV is cheaper with a 0.15% expense ratio, compared with 0.19% for HDUS.

USMV has the higher dividend yield at 1.48%, compared with 1.31% for HDUS.

HDUS tracks Hartford Disciplined US Equity Index, while USMV tracks MSCI USA Minimum Volatility Index. They also come from different issuers: Hartford and iShares. Their fees differ too: 0.19% for HDUS and 0.15% for USMV.

HDUS currently has the higher Sharpe Ratio (1.92 vs 0.84), 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.

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