Correlation
The correlation between HDVYX and DGRO is 0.78, 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.
HDVYX vs. DGRO
Compare and contrast key facts about Hartford International Equity Fund (HDVYX) and iShares Core Dividend Growth ETF (DGRO).
HDVYX is managed by Hartford. It was launched on Jun 30, 2008. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HDVYX or DGRO.
Performance
HDVYX vs. DGRO - Performance Comparison
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Key characteristics
HDVYX:
1.03
DGRO:
0.79
HDVYX:
1.33
DGRO:
1.03
HDVYX:
1.18
DGRO:
1.14
HDVYX:
1.04
DGRO:
0.72
HDVYX:
3.36
DGRO:
2.82
HDVYX:
4.11%
DGRO:
3.56%
HDVYX:
15.51%
DGRO:
15.24%
HDVYX:
-55.40%
DGRO:
-35.10%
HDVYX:
-0.22%
DGRO:
-3.47%
Returns By Period
In the year-to-date period, HDVYX achieves a 15.85% return, which is significantly higher than DGRO's 1.58% return. Over the past 10 years, HDVYX has underperformed DGRO with an annualized return of 5.68%, while DGRO has yielded a comparatively higher 11.33% annualized return.
HDVYX
15.85%
6.19%
13.99%
15.75%
10.17%
10.51%
5.68%
DGRO
1.58%
3.35%
-3.14%
12.00%
8.84%
13.09%
11.33%
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HDVYX vs. DGRO - Expense Ratio Comparison
HDVYX has a 0.63% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
HDVYX vs. DGRO — Risk-Adjusted Performance Rank
HDVYX
DGRO
HDVYX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Equity Fund (HDVYX) and iShares Core Dividend Growth ETF (DGRO). 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.
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Dividends
HDVYX vs. DGRO - Dividend Comparison
HDVYX's dividend yield for the trailing twelve months is around 1.97%, less than DGRO's 2.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDVYX Hartford International Equity Fund | 1.97% | 2.28% | 2.32% | 3.04% | 3.63% | 1.29% | 2.52% | 0.64% | 3.43% | 2.23% | 3.05% | 4.05% |
DGRO iShares Core Dividend Growth ETF | 2.23% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
HDVYX vs. DGRO - Drawdown Comparison
The maximum HDVYX drawdown since its inception was -55.40%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for HDVYX and DGRO.
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Volatility
HDVYX vs. DGRO - Volatility Comparison
The current volatility for Hartford International Equity Fund (HDVYX) is 2.70%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 4.35%. This indicates that HDVYX experiences smaller price fluctuations and is considered to be less risky than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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