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HDUS vs FLC

Comparison between HARTFORD DISCIPLINED US EQUITY ETF (HDUS, ETF) and Flaherty & Crumrine Total Return Fund Inc (FLC, ETF).

HDUS vs FLC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
HDUS
$195M
FLC
$195M
Expense Ratio
HDUS
0.19%
FLC
N/A
Max Drawdown
Winner
HDUS
18.49%
FLC
83.05%
Sharpe Ratio
Winner
HDUS
1.37
FLC
0.40
5Y Beta
HDUS
0.90
Winner
FLC
0.34
P/E Ratio
HDUS
23.95
FLC
N/A
Forward P/E
HDUS
18.71
FLC
N/A
PEG Ratio
HDUS
0.21
FLC
N/A
5Y Dividends CAGR
HDUS
N/A
FLC
-3.01%
5Y EPS CAGR
HDUS
25.41%
FLC
N/A
Debt to Equity
HDUS
-15.80%
FLC
N/A
P/S Ratio
HDUS
3.42
FLC
N/A
P/B Ratio
HDUS
5.08
FLC
N/A

HDUS vs FLC - Historical Returns

Returns include dividend reinvestment.

1M
HDUS
+1.94%
Winner
FLC
+2.26%
3M
Winner
HDUS
+5.84%
FLC
+0.10%
6M
Winner
HDUS
+10.06%
FLC
-0.12%
1Y
Winner
HDUS
+20.20%
FLC
+6.75%
5Y(CAGR)
HDUS
N/A
FLC
+0.25%
10Y(CAGR)
HDUS
N/A
FLC
+4.63%
Max(CAGR)
Winner
HDUS
+19.11%
FLC
+6.79%

HDUS vs FLC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearHDUSFLC
2026+10.65%+0.22%
2025+17.22%+11.76%
2024+24.12%+22.19%
2023+21.41%-1.94%
2022-2.14%-25.34%
2021N/A+4.44%
2020N/A+13.45%
2019N/A+37.30%
2018N/A-13.29%
2017N/A+16.24%
2016N/A+11.03%
2015N/A+3.84%
2014N/A+14.49%
2013N/A-1.28%
2012N/A+18.17%
2011N/A+18.59%
2010N/A+29.30%
2009N/A+92.93%
2008N/A-45.87%
2007N/A-15.44%
2006N/A+19.12%
2005N/A-15.77%
2004N/A+5.81%
2003N/A+4.93%

HDUS vs FLC Drawdown Comparison

The maximum drawdown for HDUS was -17.94%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.

The maximum drawdown for FLC was -76.84%, occurring on Oct 10, 2008. Recovery took 739 trading sessions.

The current HDUS drawdown is -0.92%. The current FLC drawdown is -3.02%.

RankHDUSFLC
#1-17.94%
Feb 19, 2025 - Jun 24, 2025
-76.84%
Mar 23, 2007 - Mar 1, 2010
#2-9.99%
Jul 31, 2023 - Dec 1, 2023
-55.27%
Feb 10, 2020 - Nov 10, 2020
#3-7.55%
Feb 2, 2023 - Jun 2, 2023
-40.11%
Oct 22, 2021 - Feb 11, 2026
#4-7.49%
Jul 16, 2024 - Aug 23, 2024
-19.34%
May 18, 2011 - Dec 21, 2011
#5-7.48%
Feb 25, 2026 - Apr 14, 2026
-18.80%
Feb 4, 2005 - Nov 24, 2006
#6-6.80%
Dec 1, 2022 - Feb 1, 2023
-18.66%
Jul 14, 2017 - May 3, 2019
#7-5.43%
Mar 28, 2024 - May 15, 2024
-17.62%
May 7, 2013 - Apr 11, 2014
#8-4.73%
Dec 6, 2024 - Feb 19, 2025
-17.20%
Mar 15, 2004 - Feb 4, 2005
#9-4.08%
Nov 11, 2025 - Nov 28, 2025
-16.37%
Jul 8, 2016 - Apr 24, 2017
#10-4.06%
Jun 1, 2026 - Jun 25, 2026
-13.55%
May 3, 2010 - Jun 14, 2010
#11-4.03%
Aug 30, 2024 - Sep 19, 2024
-11.81%
Jan 29, 2015 - Jan 29, 2016
#12-2.79%
Oct 6, 2025 - Oct 24, 2025
-11.09%
Oct 16, 2012 - Jan 10, 2013
#13-2.33%
Feb 2, 2026 - Feb 9, 2026
-11.08%
Oct 13, 2010 - Feb 14, 2011
#14-2.22%
Dec 11, 2025 - Dec 23, 2025
-8.96%
Dec 22, 2020 - Mar 30, 2021
#15-2.17%
Jan 12, 2026 - Jan 27, 2026
-8.34%
Feb 11, 2026 - Mar 27, 2026

Correlation

Correlation between HDUS and FLC is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2003 - 2026)

HDUS vs FLC dividend yield comparison.

YearHDUSFLC
20260.55%3.68%
20251.45%6.81%
20241.58%6.62%
20231.36%7.38%
20220.33%8.95%
20210.00%6.86%
20200.00%6.27%
20190.00%6.31%
20180.00%8.34%
20170.00%7.22%
20160.00%8.20%
20150.00%8.51%
20140.00%8.25%
20130.00%9.28%
20120.00%8.72%
20110.00%9.08%
20100.00%8.93%
20090.00%9.13%
20080.00%19.19%
20070.00%9.08%
20060.00%7.24%
20050.00%9.45%
20040.00%7.86%
20030.00%1.41%

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