SGLC vs HDUS
Comparison between SGI U.S. LARGE CAP CORE ETF (SGLC, ETF) and HARTFORD DISCIPLINED US EQUITY ETF (HDUS, ETF).
SGLC vs HDUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SGLC
$179M
Winner
HDUS
$180M
Expense Ratio
SGLC
0.85%
Winner
HDUS
0.19%
Max Drawdown
SGLC
26.64%
Winner
HDUS
18.49%
Sharpe Ratio
Winner
SGLC
1.74
HDUS
1.68
5Y Beta
SGLC
1.01
Winner
HDUS
0.91
P/E Ratio
SGLC
24.45
Winner
HDUS
23.69
Forward P/E
SGLC
19.52
Winner
HDUS
19.48
PEG Ratio
Winner
SGLC
0.15
HDUS
0.22
5Y EPS CAGR
Winner
SGLC
29.58%
HDUS
26.58%
Debt to Equity
SGLC
58.84%
Winner
HDUS
-9.71%
P/S Ratio
Winner
SGLC
2.89
HDUS
3.39
P/B Ratio
Winner
SGLC
4.78
HDUS
5.03
SGLC vs HDUS - Holdings Comparison
SGLC and HDUS have 74 common holdings. Overlap is 48.52%
SGLC's top 25 holdings weight is 67.96%. HDUS's top 25 holdings weight is 50.52%.
| Rank | SGLC | HDUS |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.67% | NVIDIA CORP (NVDA) - 7.73% |
| #2 | APPLE INC (AAPL) - 6.88% | ALPHABET INC CLASS A (GOOGL) - 6.10% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.98% | APPLE INC (AAPL) - 5.39% |
| #4 | MICROSOFT CORP (MSFT) - 5.72% | MICROSOFT CORP (MSFT) - 5.16% |
| #5 | AMAZON.COM INC (AMZN) - 3.52% | AMAZON.COM INC (AMZN) - 3.69% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.99% | BROADCOM INC (AVGO) - 2.62% |
| #7 | REGENERON PHARMACEUTICALS INC (REGN) - 2.82% | META PLATFORMS INC CLASS A (META) - 2.09% |
| #8 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.38% | TESLA INC (TSLA) - 1.42% |
| #9 | EMCOR GROUP INC (EME) - 2.21% | EXXON MOBIL CORP (XOM) - 1.31% |
| #10 | MICRON TECHNOLOGY INC (MU) - 2.21% | JOHNSON & JOHNSON (JNJ) - 1.24% |
| #11 | BROADCOM INC (AVGO) - 2.19% | WALMART INC (WMT) - 1.15% |
| #12 | COCA-COLA CO (KO) - 2.09% | VERIZON COMMUNICATIONS INC (VZ) - 1.13% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.96% | T. ROWE PRICE GROUP INC (TROW) - 1.05% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.93% | PEPSICO INC (PEP) - 1.04% |
| #15 | ELI LILLY AND CO (LLY) - 1.92% | ALTRIA GROUP INC (MO) - 0.97% |
| #16 | JPMORGAN CHASE & CO (JPM) - 1.88% | SEI INVESTMENTS CO (SEIC) - 0.93% |
| #17 | CBRE GROUP INC CLASS A (CBRE) - 1.85% | JPMORGAN CHASE & CO (JPM) - 0.91% |
| #18 | FOX CORP CLASS B (FOX) - 1.75% | MICRON TECHNOLOGY INC (MU) - 0.86% |
| #19 | BOOKING HOLDINGS INC (BKNG) - 1.71% | BANK OF NEW YORK MELLON CORP (BNY) - 0.86% |
| #20 | NEWMONT CORP (NEM) - 1.64% | ADVANCED MICRO DEVICES INC (AMD) - 0.85% |
| #21 | MERCK & CO INC (MRK) - 1.23% | MEDTRONIC PLC (MDT) - 0.82% |
| #22 | TESLA INC (TSLA) - 1.22% | H&R BLOCK INC (HRB) - 0.82% |
| #23 | FREEPORT-MCMORAN INC (FCX) - 1.21% | CHEVRON CORP (CVX) - 0.82% |
| #24 | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 1.09% | CISCO SYSTEMS INC (CSCO) - 0.79% |
| #25 | MONSTER BEVERAGE CORP (MNST) - 0.91% | MASTERCARD INC CLASS A (MA) - 0.77% |
| Total Holdings | 130 | 241 |
SGLC vs HDUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SGLC
+2.63%
HDUS
+1.74%
3M
Winner
SGLC
+10.78%
HDUS
+7.60%
6M
Winner
SGLC
+13.29%
HDUS
+8.04%
1Y
Winner
SGLC
+30.82%
HDUS
+24.90%
Max(CAGR)
Winner
SGLC
+21.86%
HDUS
+19.26%
SGLC vs HDUS - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | SGLC | HDUS |
|---|---|---|
| 2026 | +11.47% | +8.74% |
| 2025 | +17.30% | +17.22% |
| 2024 | +20.63% | +24.12% |
| 2023 | +18.91% | +21.41% |
| 2022 | N/A | -2.14% |
SGLC vs HDUS Drawdown Comparison
The maximum drawdown for SGLC was -20.24%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The maximum drawdown for HDUS was -17.94%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The current SGLC drawdown is -2.64%. The current HDUS drawdown is -2.63%.
| Rank | SGLC | HDUS |
|---|---|---|
| #1 | -20.24% Nov 27, 2024 - Jul 24, 2025 | -17.94% Feb 19, 2025 - Jun 24, 2025 |
| #2 | -10.03% Aug 1, 2023 - Nov 22, 2023 | -9.99% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -9.67% Jan 28, 2026 - Apr 14, 2026 | -7.55% Feb 2, 2023 - Jun 2, 2023 |
| #4 | -8.97% Jul 10, 2024 - Oct 11, 2024 | -7.49% Jul 16, 2024 - Aug 23, 2024 |
| #5 | -5.03% Apr 1, 2024 - May 10, 2024 | -7.48% Feb 25, 2026 - Apr 14, 2026 |
| #6 | -4.64% Nov 12, 2025 - Dec 5, 2025 | -6.80% Dec 1, 2022 - Feb 1, 2023 |
| #7 | -4.00% Oct 14, 2024 - Nov 7, 2024 | -5.43% Mar 28, 2024 - May 15, 2024 |
| #8 | -3.49% Jan 12, 2026 - Jan 27, 2026 | -4.73% Dec 6, 2024 - Feb 19, 2025 |
| #9 | -3.32% Apr 28, 2023 - May 18, 2023 | -4.08% Nov 11, 2025 - Nov 28, 2025 |
| #10 | -2.89% Apr 13, 2023 - Apr 28, 2023 | -4.03% Aug 30, 2024 - Sep 19, 2024 |
| #11 | -2.64% Jun 2, 2026 - Jun 5, 2026 | -2.79% Oct 6, 2025 - Oct 24, 2025 |
| #12 | -2.60% Dec 11, 2025 - Dec 22, 2025 | -2.63% Jun 1, 2026 - Jun 5, 2026 |
| #13 | -2.59% May 14, 2026 - May 26, 2026 | -2.33% Feb 2, 2026 - Feb 9, 2026 |
| #14 | -2.51% Oct 2, 2025 - Oct 24, 2025 | -2.22% Dec 11, 2025 - Dec 23, 2025 |
| #15 | -2.47% Oct 28, 2025 - Nov 11, 2025 | -2.17% Jan 12, 2026 - Jan 27, 2026 |
Correlation
Correlation between SGLC and HDUS is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2022 - 2026)
SGLC vs HDUS dividend yield comparison.
| Year | SGLC | HDUS |
|---|---|---|
| 2026 | 0.00% | 0.27% |
| 2025 | 0.23% | 1.45% |
| 2024 | 8.68% | 1.58% |
| 2023 | 1.49% | 1.36% |
| 2022 | 0.00% | 0.33% |
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