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