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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HCAYX or VOO.
Correlation
The correlation between HCAYX and VOO is 0.95, 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.
Performance
HCAYX vs. VOO - Performance Comparison
Key characteristics
HCAYX:
0.66
VOO:
1.76
HCAYX:
0.90
VOO:
2.37
HCAYX:
1.14
VOO:
1.32
HCAYX:
0.59
VOO:
2.66
HCAYX:
2.11
VOO:
11.10
HCAYX:
4.34%
VOO:
2.02%
HCAYX:
13.91%
VOO:
12.79%
HCAYX:
-62.23%
VOO:
-33.99%
HCAYX:
-9.74%
VOO:
-2.11%
Returns By Period
In the year-to-date period, HCAYX achieves a 0.96% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, HCAYX has underperformed VOO with an annualized return of 3.18%, while VOO has yielded a comparatively higher 13.03% annualized return.
HCAYX
0.96%
-2.21%
-1.96%
7.07%
4.04%
3.18%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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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.
Risk-Adjusted Performance
HCAYX vs. VOO — Risk-Adjusted Performance Rank
HCAYX
VOO
HCAYX vs. VOO - Risk-Adjusted Performance 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.
Dividends
HCAYX vs. VOO - Dividend Comparison
HCAYX's dividend yield for the trailing twelve months is around 0.56%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCAYX The Hartford Capital Appreciation Fund | 0.56% | 0.57% | 0.41% | 0.46% | 0.27% | 0.50% | 0.64% | 0.62% | 0.88% | 0.73% | 0.68% | 0.70% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HCAYX vs. VOO - Drawdown Comparison
The maximum HCAYX drawdown since its inception was -62.23%, 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. For additional features, visit the drawdowns tool.
Volatility
HCAYX vs. VOO - Volatility Comparison
The Hartford Capital Appreciation Fund (HCAYX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.34% and 3.38%, 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.