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.
Performance
HDGYX vs. SPYD - Performance Comparison
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HDGYX vs. SPYD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HDGYX The Hartford Dividend and Growth Fund | -2.90% | 17.15% | 12.41% | 14.11% | -8.62% | 31.32% | 8.03% | 31.88% | -5.44% | 18.29% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 5.92% | 4.65% | 15.34% | 3.91% | -1.17% | 32.73% | -11.64% | 21.20% | -4.89% | 12.67% |
Returns By Period
In the year-to-date period, HDGYX achieves a -2.90% return, which is significantly lower than SPYD's 5.92% return. Over the past 10 years, HDGYX has outperformed SPYD with an annualized return of 12.16%, while SPYD has yielded a comparatively lower 8.45% annualized return.
HDGYX
- 1D
- 2.08%
- 1M
- -5.91%
- YTD
- -2.90%
- 6M
- 1.74%
- 1Y
- 12.40%
- 3Y*
- 13.13%
- 5Y*
- 9.46%
- 10Y*
- 12.16%
SPYD
- 1D
- -0.37%
- 1M
- -4.38%
- YTD
- 5.92%
- 6M
- 4.97%
- 1Y
- 7.58%
- 3Y*
- 11.05%
- 5Y*
- 7.71%
- 10Y*
- 8.45%
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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.
Return for Risk
HDGYX vs. SPYD — Risk / Return Rank
HDGYX
SPYD
HDGYX vs. SPYD - Risk-Adjusted Trends 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.
| HDGYX | SPYD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.49 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.24 | 0.78 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.10 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 0.59 | +0.67 |
Martin ratioReturn relative to average drawdown | 5.59 | 2.09 | +3.50 |
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
| HDGYX | SPYD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.49 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.48 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.43 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.45 | +0.12 |
Correlation
The correlation between HDGYX and SPYD is 0.82, 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
HDGYX vs. SPYD - Dividend Comparison
HDGYX's dividend yield for the trailing twelve months is around 12.66%, more than SPYD's 4.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDGYX The Hartford Dividend and Growth Fund | 12.66% | 12.31% | 10.61% | 1.82% | 6.08% | 5.80% | 3.61% | 7.15% | 12.64% | 11.68% | 4.92% | 10.83% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.38% | 4.52% | 4.31% | 4.66% | 5.01% | 3.68% | 4.95% | 4.42% | 4.75% | 4.63% | 4.34% | 1.13% |
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.
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Drawdown Indicators
| HDGYX | SPYD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.78% | -46.42% | -4.36% |
Max Drawdown (1Y)Largest decline over 1 year | -10.74% | -12.35% | +1.61% |
Max Drawdown (5Y)Largest decline over 5 years | -18.79% | -22.25% | +3.46% |
Max Drawdown (10Y)Largest decline over 10 years | -34.98% | -46.42% | +11.44% |
Current DrawdownCurrent decline from peak | -6.08% | -4.70% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -6.24% | +0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 3.47% | -1.05% |
Volatility
HDGYX vs. SPYD - Volatility Comparison
The Hartford Dividend and Growth Fund (HDGYX) has a higher volatility of 4.42% compared to SPDR Portfolio S&P 500 High Dividend ETF (SPYD) at 3.03%. 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.
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Volatility by Period
| HDGYX | SPYD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 3.03% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 8.30% | 8.61% | -0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 15.67% | -0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.03% | 16.24% | -2.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.61% | 19.80% | -3.19% |