HCAYX vs. VOO
Compare and contrast key facts about The Hartford Capital Appreciation Fund (HCAYX) and Vanguard S&P 500 ETF (VOO).
HCAYX is managed by Hartford. It was launched on Jul 22, 1996. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
HCAYX vs. VOO - Performance Comparison
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HCAYX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCAYX The Hartford Capital Appreciation Fund | -8.42% | 10.66% | 20.31% | 19.24% | -17.64% | 15.56% | 21.14% | 35.95% | -4.83% | 21.82% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, HCAYX achieves a -8.42% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, HCAYX has underperformed VOO with an annualized return of 10.95%, while VOO has yielded a comparatively higher 14.14% annualized return.
HCAYX
- 1D
- -0.39%
- 1M
- -8.43%
- YTD
- -8.42%
- 6M
- -6.40%
- 1Y
- 8.10%
- 3Y*
- 11.32%
- 5Y*
- 5.74%
- 10Y*
- 10.95%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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HCAYX vs. VOO - Expense Ratio Comparison
HCAYX has a 0.80% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
HCAYX vs. VOO — Risk / Return Rank
HCAYX
VOO
HCAYX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Capital Appreciation Fund (HCAYX) and Vanguard S&P 500 ETF (VOO). 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.
| HCAYX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 1.01 | -0.52 |
Sortino ratioReturn per unit of downside risk | 0.82 | 1.53 | -0.72 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.23 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 1.55 | -1.00 |
Martin ratioReturn relative to average drawdown | 2.39 | 7.31 | -4.92 |
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
| HCAYX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 1.01 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.71 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.79 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.83 | -0.24 |
Correlation
The correlation between HCAYX and VOO is 0.96, 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
HCAYX vs. VOO - Dividend Comparison
HCAYX's dividend yield for the trailing twelve months is around 6.01%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCAYX The Hartford Capital Appreciation Fund | 6.01% | 5.50% | 7.89% | 0.41% | 4.97% | 13.12% | 4.31% | 7.95% | 16.29% | 13.10% | 0.73% | 8.62% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
HCAYX vs. VOO - Drawdown Comparison
The maximum HCAYX drawdown since its inception was -59.00%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HCAYX and VOO.
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Drawdown Indicators
| HCAYX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.00% | -33.99% | -25.01% |
Max Drawdown (1Y)Largest decline over 1 year | -12.02% | -11.98% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -26.48% | -24.52% | -1.96% |
Max Drawdown (10Y)Largest decline over 10 years | -36.31% | -33.99% | -2.32% |
Current DrawdownCurrent decline from peak | -10.10% | -5.55% | -4.55% |
Average DrawdownAverage peak-to-trough decline | -10.43% | -3.72% | -6.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 2.55% | +0.23% |
Volatility
HCAYX vs. VOO - Volatility Comparison
The current volatility for The Hartford Capital Appreciation Fund (HCAYX) is 4.50%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that HCAYX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HCAYX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 5.34% | -0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 9.32% | 9.47% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.03% | 18.11% | -0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 16.82% | +0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 17.99% | +0.02% |