HDUS vs WAGN
Comparison between HARTFORD DISCIPLINED US EQUITY ETF (HDUS, ETF) and PABRAI WAGONS ETF (WAGN, ETF).
HDUS vs WAGN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HDUS
$193M
Winner
WAGN
$193M
Expense Ratio
Winner
HDUS
0.19%
WAGN
0.90%
Max Drawdown
HDUS
18.49%
Winner
WAGN
5.79%
Sharpe Ratio
Winner
HDUS
1.63
WAGN
0.62
5Y Beta
HDUS
0.90
Winner
WAGN
0.70
P/E Ratio
HDUS
23.14
WAGN
N/A
Forward P/E
HDUS
18.93
WAGN
N/A
PEG Ratio
HDUS
0.21
WAGN
N/A
5Y EPS CAGR
HDUS
25.75%
WAGN
N/A
Debt to Equity
HDUS
-16.14%
WAGN
N/A
P/S Ratio
HDUS
3.36
WAGN
N/A
P/B Ratio
HDUS
4.99
WAGN
N/A
HDUS vs WAGN - Holdings Comparison
HDUS and WAGN have 1 common holdings. Overlap is -0.54%
HDUS's top 25 holdings weight is 50.52%. WAGN's top 25 holdings weight is 99.99%.
| Rank | HDUS | WAGN |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.73% | WARRIOR MET COAL INC (HCC) - 12.81% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 6.10% | EDELWEISS FINANCIAL SERVICES LTD (n/a) - 8.13% |
| #3 | APPLE INC (AAPL) - 5.39% | TRANSOCEAN LTD (RIG) - 7.77% |
| #4 | MICROSOFT CORP (MSFT) - 5.16% | GIMAT MAGAZACILIK SANAYI VE TICARET AS (n/a) - 7.09% |
| #5 | AMAZON.COM INC (AMZN) - 3.69% | TAV HAVALIMANLARI HOLDING AS (n/a) - 5.55% |
| #6 | BROADCOM INC (AVGO) - 2.62% | REYSAS TASIMACILIK VE LOJISTIK TICARET AS (n/a) - 5.18% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.09% | REYSAS GAYRIMENKUL YATIRIM ORTAKLIGI AS (n/a) - 4.95% |
| #8 | TESLA INC (TSLA) - 1.42% | ALPHA METALLURGICAL RESOURCES INC (AMR) - 4.86% |
| #9 | EXXON MOBIL CORP (XOM) - 1.31% | CONSTELLATION SOFTWARE INC (CNSWF) - 4.61% |
| #10 | JOHNSON & JOHNSON (JNJ) - 1.24% | NOBLE CORP PLC CLASS A (NE) - 4.46% |
| #11 | WALMART INC (WMT) - 1.15% | DANAOS CORP (DAC) - 4.45% |
| #12 | VERIZON COMMUNICATIONS INC (VZ) - 1.13% | NUVAMA WEALTH MANAGEMENT LTD (n/a) - 4.38% |
| #13 | T. ROWE PRICE GROUP INC (TROW) - 1.05% | VALARIS LTD (VAL) - 4.35% |
| #14 | PEPSICO INC (PEP) - 1.04% | TOPICUS COM INC ORDINARY SHARES (SUB VOTING) (TOITF) - 4.32% |
| #15 | ALTRIA GROUP INC (MO) - 0.97% | KASPI.KZ JSC ADS (KSPI) - 4.30% |
| #16 | SEI INVESTMENTS CO (SEIC) - 0.93% | LUMINE GROUP INC ORDINARY SHARES (SUB VOTING) (n/a) - 4.19% |
| #17 | JPMORGAN CHASE & CO (JPM) - 0.91% | TAB GIDA SANAYI VE TICARET AS (n/a) - 3.38% |
| #18 | MICRON TECHNOLOGY INC (MU) - 0.86% | MONGOLIAN MINING CORP (n/a) - 3.26% |
| #19 | BANK OF NEW YORK MELLON CORP (BNY) - 0.86% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 2.58% |
| #20 | ADVANCED MICRO DEVICES INC (AMD) - 0.85% | SYGNITY SA (n/a) - 0.55% |
| #21 | MEDTRONIC PLC (MDT) - 0.82% | INDIAN RUPEE (n/a) - 0.00% |
| #22 | H&R BLOCK INC (HRB) - 0.82% | US DOLLARS (n/a) - -0.12% |
| #23 | CHEVRON CORP (CVX) - 0.82% | TURKISH LIRA (n/a) - -0.52% |
| #24 | CISCO SYSTEMS INC (CSCO) - 0.79% | OTHER ASSETS AND LIABILITIES (n/a) - -0.54% |
| #25 | MASTERCARD INC CLASS A (MA) - 0.77% | N/A |
| Total Holdings | 241 | 24 |
HDUS vs WAGN - Historical Returns
Returns include dividend reinvestment.
1M
HDUS
+0.70%
Winner
WAGN
+2.42%
3M
Winner
HDUS
+10.01%
WAGN
+6.26%
6M
HDUS
+9.26%
WAGN
N/A
1Y
HDUS
+23.42%
WAGN
N/A
Max(CAGR)
Winner
HDUS
+19.23%
WAGN
+14.99%
HDUS vs WAGN - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | HDUS | WAGN |
|---|---|---|
| 2026 | +9.01% | +4.82% |
| 2025 | +17.22% | N/A |
| 2024 | +24.12% | N/A |
| 2023 | +21.41% | N/A |
| 2022 | -2.14% | N/A |
HDUS vs WAGN Drawdown Comparison
The maximum drawdown for HDUS was -17.94%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The maximum drawdown for WAGN was -5.79%, occurring on Mar 20, 2026. Recovery took 39 trading sessions.
The current HDUS drawdown is -2.39%. The current WAGN drawdown is -4.15%.
| Rank | HDUS | WAGN |
|---|---|---|
| #1 | -17.94% Feb 19, 2025 - Jun 24, 2025 | -5.79% Feb 13, 2026 - Apr 13, 2026 |
| #2 | -9.99% Jul 31, 2023 - Dec 1, 2023 | -5.19% Apr 22, 2026 - Jun 1, 2026 |
| #3 | -7.55% Feb 2, 2023 - Jun 2, 2023 | -5.17% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -7.49% Jul 16, 2024 - Aug 23, 2024 | -0.26% Feb 11, 2026 - Feb 13, 2026 |
| #5 | -7.48% Feb 25, 2026 - Apr 14, 2026 | -0.20% Apr 15, 2026 - Apr 17, 2026 |
| #6 | -6.80% Dec 1, 2022 - Feb 1, 2023 | -0.15% Feb 9, 2026 - Feb 11, 2026 |
| #7 | -5.43% Mar 28, 2024 - May 15, 2024 | -0.13% Apr 13, 2026 - Apr 15, 2026 |
| #8 | -4.73% Dec 6, 2024 - Feb 19, 2025 | N/A |
| #9 | -4.08% Nov 11, 2025 - Nov 28, 2025 | N/A |
| #10 | -4.03% Aug 30, 2024 - Sep 19, 2024 | N/A |
| #11 | -4.00% Jun 1, 2026 - Jun 10, 2026 | N/A |
| #12 | -2.79% Oct 6, 2025 - Oct 24, 2025 | N/A |
| #13 | -2.33% Feb 2, 2026 - Feb 9, 2026 | N/A |
| #14 | -2.22% Dec 11, 2025 - Dec 23, 2025 | N/A |
| #15 | -2.17% Jan 12, 2026 - Jan 27, 2026 | N/A |
Correlation
Correlation between HDUS and WAGN is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
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