HCRB vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricHCRBVXUSWinner
Expense Ratio0.29%0.05%
AUM$401M$156.5B
Dividend Yield4.03%2.60%
Holdings8528,747
YTD Return-2.84%+11.13%
1Y Return-0.09%+27.13%
3Y Return (annualized)+3.36%+17.24%
5Y Return (annualized)-0.98%+8.71%
Volatility (annualized)6.3%15.1%
Max Drawdown-19.9%-39.9%
Fund FamilyHartford FundsVanguard (US)
CategoryFixed IncomeEquity
InceptionFeb 19, 2020Jan 26, 2011

HCRB vs VXUS Performance

Hartford Core Bond ETF (HCRB) is a ETF from Hartford Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year HCRB returned -0.09% while VXUS returned +27.13%. Year to date, HCRB is down 2.84% versus a gain of 11.13% for VXUS.

Over three years, HCRB compounded at +3.36% per year against +17.24% for VXUS; over five years the annualized figures are -0.98% and +8.71% respectively. Across the full 6-year window we track, VXUS has the edge at +4.66% annualized vs +0.20%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 6.3% for HCRB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -19.9% for HCRB and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HCRB charges 0.29% per year while VXUS charges 0.05%. On a $10,000 position that is $29 vs $5 annually, a gap of $24 per year that compounds over a long holding period. On income, HCRB currently yields 4.03% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

HCRB and VXUS share 1 holdings out of 8472 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HCRBWeight in VXUSDifference
LOGG3:BV0.03%0.00%0.03%

Frequently Asked Questions

Which is cheaper, HCRB or VXUS?

HCRB has an expense ratio of 0.29% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $24 per year of difference.

Which performed better, HCRB or VXUS?

Over the past year HCRB returned -0.09% vs +27.13% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (6 years), HCRB annualized +0.20% vs +4.66% for VXUS. Past performance does not guarantee future results.

Which is riskier, HCRB or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 6.3% for HCRB. Worst drawdown: HCRB -19.9% vs VXUS -39.9%.

Should I hold both HCRB and VXUS?

HCRB and VXUS have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HCRB and VXUS?

HCRB and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 8472 unique securities.

Which pays a higher dividend, HCRB or VXUS?

HCRB yields 4.03% while VXUS yields 2.60%, so HCRB currently pays the higher dividend yield.

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