DCOR vs HQGO

DCORAU.S. Core Equity 1 Portfolio ETF Class Shares

HQGOCHartford US Quality Growth ETF

In short

DCOR Index-fund breadth with an active steering wheel: roughly 2,300 US stocks weighted toward smaller, cheaper, more profitable companies, for 0.14% a year. Dimensional's long-running core equity playbook, in an ETF since 2023.

HQGO Hartford's growth sleeve with a seatbelt: an in-house index that leans on growth and quality while keeping a foot in value and momentum, packed into roughly 100 US stocks. Young, small, and priced above plain index growth.

Stated mandate

DCOR The fund seeks long-term capital appreciation through a broadly diversified portfolio of U.S. equities. Its approach combines portfolio design, research, management, and trading while emphasizing long-term expected-return drivers.

HQGO The Fund seeks to provide total returns corresponding to the Hartford US Quality Growth Index, which invests in U.S. equities emphasizing growth and quality while retaining exposure to value and momentum.

Why people hold it

• DCOR 0.14% a year, well under half the typical fee among US multifactor peers.
• Roughly 2,300 holdings makes this a whole-market core position, not a factor slice, with the smaller-cap, value and profitability tilts built into the weights.
• What the prospectus advertises is what the portfolio holds: broad US equity, tilted to cheaper and more profitable names. One of the tightest mandate fits in its peer group.

• HQGO Four factors, one ticker. The index emphasizes growth and quality but retains value and momentum exposure, so it is not a pure chase-the-winners growth build.
• The portfolio has stayed tightly aligned with the Hartford US Quality Growth Index it advertises, one of the closer index-to-holdings matches in its multifactor group.
• Concentrated on purpose: roughly 100 names rather than a sprawling growth basket, so individual positions carry real weight.
• A conventional 1940 Act fund tracking a named, published index, with quarterly distributions. No derivatives wrapper, no outcome period to track.

Worth knowing

• DCOR Actively managed with no index to replicate, so the holdings rest on Dimensional's judgment and turnover can run higher than an index fund's.sec.gov
• The 0.14% is net of a contractual fee waiver; the gross fee in the prospectus is higher, and the waiver runs on a renewable term.sec.gov
• Moderately traded rather than a volume monster, so spreads can be wider than at the biggest names in the category.

• HQGO 0.34% a year is the price of the factor blend. Plain US growth beta in the same cohort runs far cheaper, with IUSG at 0.04%.
• Small asset base and light trading volume, so spreads tend to be wider than at the cohort's giants.
• Launched December 2023, so the record is short and does not cover a full market cycle.

Full DCOR profile⁠

Full HQGO profile⁠