HDGYX vs. SPYD
Compare and contrast key facts about The Hartford Dividend and Growth Fund (HDGYX) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
HDGYX is managed by Hartford. It was launched on Jul 22, 1996. SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HDGYX or SPYD.
Correlation
The correlation between HDGYX and SPYD is 0.70, 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.
Performance
HDGYX vs. SPYD - Performance Comparison
Key characteristics
HDGYX:
0.31
SPYD:
0.62
HDGYX:
0.53
SPYD:
0.93
HDGYX:
1.08
SPYD:
1.13
HDGYX:
0.33
SPYD:
0.60
HDGYX:
1.40
SPYD:
2.06
HDGYX:
3.26%
SPYD:
4.69%
HDGYX:
14.73%
SPYD:
15.53%
HDGYX:
-50.78%
SPYD:
-46.42%
HDGYX:
-6.67%
SPYD:
-9.65%
Returns By Period
In the year-to-date period, HDGYX achieves a -1.90% return, which is significantly higher than SPYD's -2.38% return.
HDGYX
-1.90%
-2.09%
-4.40%
4.50%
13.36%
9.07%
SPYD
-2.38%
-4.37%
-6.14%
10.69%
12.98%
N/A
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HDGYX vs. SPYD - Expense Ratio Comparison
HDGYX has a 0.69% expense ratio, which is higher than SPYD's 0.07% expense ratio.
Risk-Adjusted Performance
HDGYX vs. SPYD — Risk-Adjusted Performance Rank
HDGYX
SPYD
HDGYX vs. SPYD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Dividend and Growth Fund (HDGYX) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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
HDGYX vs. SPYD - Dividend Comparison
HDGYX's dividend yield for the trailing twelve months is around 10.82%, more than SPYD's 4.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDGYX The Hartford Dividend and Growth Fund | 10.82% | 10.61% | 1.82% | 6.08% | 5.80% | 3.61% | 4.41% | 12.64% | 11.68% | 4.92% | 1.97% | 10.73% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.57% | 4.31% | 4.66% | 5.01% | 3.69% | 4.96% | 4.42% | 4.75% | 4.64% | 4.34% | 1.13% | 0.00% |
Drawdowns
HDGYX vs. SPYD - Drawdown Comparison
The maximum HDGYX drawdown since its inception was -50.78%, which is greater than SPYD's maximum drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for HDGYX and SPYD. For additional features, visit the drawdowns tool.
Volatility
HDGYX vs. SPYD - Volatility Comparison
The Hartford Dividend and Growth Fund (HDGYX) has a higher volatility of 11.12% compared to SPDR Portfolio S&P 500 High Dividend ETF (SPYD) at 10.54%. This indicates that HDGYX's price experiences larger fluctuations and is considered to be riskier than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.