HAOYX vs. SPMO
Compare and contrast key facts about The Hartford International Opportunities Fund (HAOYX) and Invesco S&P 500 Momentum ETF (SPMO).
HAOYX is managed by Hartford. It was launched on Jul 22, 1996. SPMO is a passively managed fund by Invesco that tracks the performance of the S&P 500 Momentum Index. It was launched on Oct 9, 2015.
Performance
HAOYX vs. SPMO - Performance Comparison
Loading graphics...
HAOYX vs. SPMO - 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% |
SPMO Invesco S&P 500 Momentum ETF | -5.78% | 26.58% | 45.82% | 17.56% | -10.45% | 22.64% | 28.25% | 25.93% | -0.92% | 27.76% |
Returns By Period
In the year-to-date period, HAOYX achieves a -3.96% return, which is significantly higher than SPMO's -5.78% return. Over the past 10 years, HAOYX has underperformed SPMO with an annualized return of 7.98%, while SPMO has yielded a comparatively higher 17.16% 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%
SPMO
- 1D
- 3.96%
- 1M
- -5.89%
- YTD
- -5.78%
- 6M
- -6.90%
- 1Y
- 22.23%
- 3Y*
- 28.36%
- 5Y*
- 17.17%
- 10Y*
- 17.16%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HAOYX vs. SPMO - Expense Ratio Comparison
HAOYX has a 0.77% expense ratio, which is higher than SPMO's 0.13% expense ratio.
Return for Risk
HAOYX vs. SPMO — Risk / Return Rank
HAOYX
SPMO
HAOYX vs. SPMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford International Opportunities Fund (HAOYX) and Invesco S&P 500 Momentum ETF (SPMO). 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 | SPMO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.98 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.51 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.22 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 1.79 | -0.47 |
Martin ratioReturn relative to average drawdown | 5.15 | 6.36 | -1.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HAOYX | SPMO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.98 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.91 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.86 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.85 | -0.51 |
Correlation
The correlation between HAOYX and SPMO is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HAOYX vs. SPMO - Dividend Comparison
HAOYX's dividend yield for the trailing twelve months is around 8.25%, more than SPMO's 0.91% 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% |
SPMO Invesco S&P 500 Momentum ETF | 0.91% | 0.73% | 0.48% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% |
Drawdowns
HAOYX vs. SPMO - Drawdown Comparison
The maximum HAOYX drawdown since its inception was -58.08%, which is greater than SPMO's maximum drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for HAOYX and SPMO.
Loading graphics...
Drawdown Indicators
| HAOYX | SPMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.08% | -30.95% | -27.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.72% | -12.70% | +0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -31.72% | -22.74% | -8.98% |
Max Drawdown (10Y)Largest decline over 10 years | -35.16% | -30.95% | -4.21% |
Current DrawdownCurrent decline from peak | -11.72% | -9.24% | -2.48% |
Average DrawdownAverage peak-to-trough decline | -13.79% | -4.66% | -9.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.99% | 3.57% | -0.58% |
Volatility
HAOYX vs. SPMO - Volatility Comparison
The Hartford International Opportunities Fund (HAOYX) and Invesco S&P 500 Momentum ETF (SPMO) have volatilities of 7.16% and 6.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HAOYX | SPMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.16% | 6.82% | +0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 11.13% | 12.62% | -1.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.71% | 22.68% | -5.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.81% | 19.06% | -3.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.78% | 20.08% | -3.30% |