HDUS vs IWV: holdings overlap, shared companies and scores
As of October 9, 2026, HDUS and IWV overlap 59.1% by weight. Hartford Disciplined US Equity ETF (HDUS): Large US companies with factor tilt iShares Russell 3000 ETF (IWV): U.S. total market index.
Updated October 9, 2026
Where HDUS and IWV trade against their own history
HDUS trades at 20.6 times earnings, against its own median of 22.3, and is cheaper than 69% of its own last 4 years.
IWV trades at 24.1 times earnings, against its own median of 22.2, and is more expensive than 63% of its own last 9 years.
What moved HDUS and IWV this week
HDUS rose 0.8% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
IWV rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
What do HDUS and IWV each hold?
What's inside HDUS: Tech 40%, Magnificent 7 29%.
34% of HDUS is its ten largest holdings.
What's inside IWV: Tech 43%, Magnificent 7 31%.
35% of IWV is its ten largest holdings.
How much do HDUS and IWV overlap? 59.1% by weight
As of October 9, 2026, HDUS and IWV overlap 59.1% by weight.
100% of HDUS is already inside IWV.
68% of IWV is already inside HDUS.
HDUS holds 240 companies and IWV holds 2,587; 239 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score HDUS and IWV? 6.3 and 6.5 out of 10
As of October 9, 2026, ETF Copilot scores HDUS 6.3 out of 10 and IWV 6.5 out of 10.
They differ most on Growth: HDUS 3.9 and IWV 7.1.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | HDUS | IWV |
|---|---|---|
| Growth | 3.9 | 7.1 |
| Value | 5.3 | 3.1 |
| Risk | 8.7 | 6.5 |
| Quality | 8.9 | 7.8 |
| Return | 6.2 | 7.6 |
HDUS is the cheaper of the two at 0.19% a year
As of October 9, 2026, HDUS charges 0.19% a year, yields 1.39% and holds $110M in assets across 240 positions.
As of October 9, 2026, IWV charges 0.20% a year, yields 0.86% and holds $20.5B in assets across 2587 positions.
| Measure | HDUS | IWV |
|---|---|---|
| Expense ratio | 0.19% | 0.20% |
| Dividend yield | 1.39% | 0.86% |
| Assets under management | $110M | $20.5B |
| Holdings | 240 | 2587 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “HDUS vs IWV holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/hdus-vs-iwv
ETF Copilot Pro unlocks HDUS vs IWV prices and holdings.
Try Pro free →