HAOYX vs. SPDW
Compare and contrast key facts about The Hartford International Opportunities Fund (HAOYX) and SPDR Portfolio World ex-US ETF (SPDW).
HAOYX is managed by Hartford. It was launched on Jul 22, 1996. SPDW is a passively managed fund by State Street that tracks the performance of the S&P Developed Ex-U.S. BMI Index. It was launched on Apr 26, 2007.
Performance
HAOYX vs. SPDW - Performance Comparison
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HAOYX vs. SPDW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HAOYX The Hartford International Opportunities Fund | -3.96% | 30.27% | 8.39% | 11.84% | -17.99% | 7.63% | 20.63% | 26.17% | -18.73% | 24.72% |
SPDW SPDR Portfolio World ex-US ETF | 2.79% | 34.75% | 3.55% | 17.81% | -15.98% | 11.45% | 9.90% | 22.41% | -14.22% | 25.81% |
Returns By Period
In the year-to-date period, HAOYX achieves a -3.96% return, which is significantly lower than SPDW's 2.79% return. Over the past 10 years, HAOYX has underperformed SPDW with an annualized return of 7.98%, while SPDW has yielded a comparatively higher 9.30% annualized return.
HAOYX
- 1D
- -0.04%
- 1M
- -11.54%
- YTD
- -3.96%
- 6M
- 0.68%
- 1Y
- 17.71%
- 3Y*
- 12.84%
- 5Y*
- 5.81%
- 10Y*
- 7.98%
SPDW
- 1D
- 3.30%
- 1M
- -8.46%
- YTD
- 2.79%
- 6M
- 8.61%
- 1Y
- 29.84%
- 3Y*
- 16.03%
- 5Y*
- 8.28%
- 10Y*
- 9.30%
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HAOYX vs. SPDW - Expense Ratio Comparison
HAOYX has a 0.77% expense ratio, which is higher than SPDW's 0.04% expense ratio.
Return for Risk
HAOYX vs. SPDW — Risk / Return Rank
HAOYX
SPDW
HAOYX vs. SPDW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford International Opportunities Fund (HAOYX) and SPDR Portfolio World ex-US ETF (SPDW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| HAOYX | SPDW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.71 | -0.69 |
Sortino ratioReturn per unit of downside risk | 1.43 | 2.34 | -0.91 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.34 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 2.49 | -1.17 |
Martin ratioReturn relative to average drawdown | 5.15 | 9.76 | -4.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HAOYX | SPDW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.71 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.51 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.54 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.21 | +0.12 |
Correlation
The correlation between HAOYX and SPDW is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HAOYX vs. SPDW - Dividend Comparison
HAOYX's dividend yield for the trailing twelve months is around 8.25%, more than SPDW's 3.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAOYX The Hartford International Opportunities Fund | 8.25% | 7.92% | 1.54% | 1.59% | 0.89% | 10.25% | 0.64% | 1.57% | 4.24% | 4.94% | 1.48% | 2.69% |
SPDW SPDR Portfolio World ex-US ETF | 3.21% | 3.30% | 3.19% | 2.75% | 3.12% | 3.04% | 1.87% | 3.13% | 3.08% | 1.86% | 3.11% | 2.78% |
Drawdowns
HAOYX vs. SPDW - Drawdown Comparison
The maximum HAOYX drawdown since its inception was -58.08%, roughly equal to the maximum SPDW drawdown of -60.02%. Use the drawdown chart below to compare losses from any high point for HAOYX and SPDW.
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Drawdown Indicators
| HAOYX | SPDW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.08% | -60.02% | +1.94% |
Max Drawdown (1Y)Largest decline over 1 year | -11.72% | -11.55% | -0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -31.72% | -30.21% | -1.51% |
Max Drawdown (10Y)Largest decline over 10 years | -35.16% | -34.98% | -0.18% |
Current DrawdownCurrent decline from peak | -11.72% | -8.63% | -3.09% |
Average DrawdownAverage peak-to-trough decline | -13.79% | -13.01% | -0.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.99% | 2.94% | +0.05% |
Volatility
HAOYX vs. SPDW - Volatility Comparison
The current volatility for The Hartford International Opportunities Fund (HAOYX) is 7.16%, while SPDR Portfolio World ex-US ETF (SPDW) has a volatility of 8.31%. This indicates that HAOYX experiences smaller price fluctuations and is considered to be less risky than SPDW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HAOYX | SPDW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.16% | 8.31% | -1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 11.13% | 11.51% | -0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.71% | 17.57% | -0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.81% | 16.26% | -0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.78% | 17.15% | -0.37% |