HDUS vs XCOR

Comparison between HARTFORD DISCIPLINED US EQUITY ETF (HDUS, ETF) and FUNDX ETF (XCOR, ETF).

HDUS vs XCOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HDUS(ETF)	XCOR(ETF)
Net Assets	$180M	$180M
Expense Ratio	0.19%	1.15%
Max Drawdown	18.49%	22.54%
Sharpe Ratio	1.68	1.46
5Y Beta	0.91	1.06
P/E Ratio	23.69	N/A
Forward P/E	19.48	N/A
PEG Ratio	0.22	N/A
5Y EPS CAGR	26.58%	N/A
Debt to Equity	-9.71%	N/A
P/S Ratio	3.39	N/A
P/B Ratio	5.03	N/A

Net Assets

HDUS

$180M

Winner

XCOR

$180M

Expense Ratio

Winner

HDUS

0.19%

XCOR

1.15%

Max Drawdown

Winner

HDUS

18.49%

XCOR

22.54%

Sharpe Ratio

Winner

HDUS

1.68

XCOR

1.46

5Y Beta

Winner

HDUS

0.91

XCOR

1.06

P/E Ratio

HDUS

23.69

XCOR

N/A

Forward P/E

HDUS

19.48

XCOR

N/A

PEG Ratio

HDUS

0.22

XCOR

N/A

5Y EPS CAGR

HDUS

26.58%

XCOR

N/A

Debt to Equity

HDUS

-9.71%

XCOR

N/A

P/S Ratio

HDUS

3.39

XCOR

N/A

P/B Ratio

HDUS

5.03

XCOR

N/A

HDUS vs XCOR - Holdings Comparison

HDUS and XCOR have 0 common holdings. Overlap is 0.00%

HDUS's top 25 holdings weight is 50.52%. XCOR's top 25 holdings weight is 100.06%.

Rank	HDUS	XCOR
#1	NVIDIA CORP (NVDA) - 7.73%	VANGUARD GROWTH ETF (VUG) - 13.70%
#2	ALPHABET INC CLASS A (GOOGL) - 6.10%	INVESCO S&P 500® TOP 50 ETF (XLG) - 12.94%
#3	APPLE INC (AAPL) - 5.39%	ISHARES MSCI EAFE VALUE ETF (EFV) - 10.85%
#4	MICROSOFT CORP (MSFT) - 5.16%	ISHARES MSCI USA VALUE FACTOR ETF (VLUE) - 10.82%
#5	AMAZON.COM INC (AMZN) - 3.69%	INVESCO S&P 500® MOMENTUM ETF (SPMO) - 10.69%
#6	BROADCOM INC (AVGO) - 2.62%	INVESCO S&P 500® PURE GROWTH ETF (RPG) - 10.63%
#7	META PLATFORMS INC CLASS A (META) - 2.09%	ISHARES INTERNATIONAL SELECT DIV ETF (IDV) - 10.40%
#8	TESLA INC (TSLA) - 1.42%	ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) - 8.98%
#9	EXXON MOBIL CORP (XOM) - 1.31%	ISHARES GLOBAL 100 ETF (IOO) - 8.93%
#10	JOHNSON & JOHNSON (JNJ) - 1.24%	VANGUARD MEGA CAP GROWTH ETF (MGK) - 1.55%
#11	WALMART INC (WMT) - 1.15%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.57%
#12	VERIZON COMMUNICATIONS INC (VZ) - 1.13%	N/A
#13	T. ROWE PRICE GROUP INC (TROW) - 1.05%	N/A
#14	PEPSICO INC (PEP) - 1.04%	N/A
#15	ALTRIA GROUP INC (MO) - 0.97%	N/A
#16	SEI INVESTMENTS CO (SEIC) - 0.93%	N/A
#17	JPMORGAN CHASE & CO (JPM) - 0.91%	N/A
#18	MICRON TECHNOLOGY INC (MU) - 0.86%	N/A
#19	BANK OF NEW YORK MELLON CORP (BNY) - 0.86%	N/A
#20	ADVANCED MICRO DEVICES INC (AMD) - 0.85%	N/A
#21	MEDTRONIC PLC (MDT) - 0.82%	N/A
#22	H&R BLOCK INC (HRB) - 0.82%	N/A
#23	CHEVRON CORP (CVX) - 0.82%	N/A
#24	CISCO SYSTEMS INC (CSCO) - 0.79%	N/A
#25	MASTERCARD INC CLASS A (MA) - 0.77%	N/A
Total Holdings	241	11

HDUS vs XCOR - Historical Returns

Returns include dividend reinvestment.

Period	HDUS	XCOR
1 month	+1.74%	+2.52%
3 months	+7.60%	+10.35%
6 months	+8.04%	+9.61%
1 year	+24.90%	+25.41%
Max(CAGR)	+19.26%	+20.24%

HDUS

+1.74%

Winner

XCOR

+2.52%

HDUS

+7.60%

Winner

XCOR

+10.35%

HDUS

+8.04%

Winner

XCOR

+9.61%

HDUS

+24.90%

Winner

XCOR

+25.41%

Max(CAGR)

HDUS

+19.26%

Winner

XCOR

+20.24%

HDUS vs XCOR - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	HDUS	XCOR
2026	+8.74%	+9.33%
2025	+17.22%	+12.59%
2024	+24.12%	+31.48%
2023	+21.41%	+14.49%
2022	-2.14%	+7.08%

HDUS vs XCOR Drawdown Comparison

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

The maximum drawdown for XCOR was -22.54%, occurring on Apr 8, 2025. Recovery took 110 trading sessions.

The current HDUS drawdown is -2.63%. The current XCOR drawdown is -4.19%.

Rank	HDUS	XCOR
#1	-17.94% Feb 19, 2025 - Jun 24, 2025	-22.54% Feb 14, 2025 - Jul 25, 2025
#2	-9.99% Jul 31, 2023 - Dec 1, 2023	-13.00% Jul 10, 2024 - Oct 21, 2024
#3	-7.55% Feb 2, 2023 - Jun 2, 2023	-12.16% Feb 2, 2023 - Jul 13, 2023
#4	-7.49% Jul 16, 2024 - Aug 23, 2024	-10.40% Jul 19, 2023 - Nov 16, 2023
#5	-7.48% Feb 25, 2026 - Apr 14, 2026	-9.60% Jan 27, 2026 - Apr 15, 2026
#6	-6.80% Dec 1, 2022 - Feb 1, 2023	-6.97% Mar 22, 2024 - May 15, 2024
#7	-5.43% Mar 28, 2024 - May 15, 2024	-6.18% Nov 30, 2022 - Jan 26, 2023
#8	-4.73% Dec 6, 2024 - Feb 19, 2025	-5.66% Oct 29, 2025 - Dec 24, 2025
#9	-4.08% Nov 11, 2025 - Nov 28, 2025	-5.10% Dec 16, 2024 - Jan 23, 2025
#10	-4.03% Aug 30, 2024 - Sep 19, 2024	-4.19% Jun 2, 2026 - Jun 5, 2026
#11	-2.79% Oct 6, 2025 - Oct 24, 2025	-3.27% Jan 23, 2025 - Feb 14, 2025
#12	-2.63% Jun 1, 2026 - Jun 5, 2026	-2.97% Dec 28, 2023 - Jan 10, 2024
#13	-2.33% Feb 2, 2026 - Feb 9, 2026	-2.79% Oct 29, 2024 - Nov 6, 2024
#14	-2.22% Dec 11, 2025 - Dec 23, 2025	-2.69% Jan 12, 2026 - Jan 27, 2026
#15	-2.17% Jan 12, 2026 - Jan 27, 2026	-2.64% Nov 11, 2024 - Nov 29, 2024