Correlation
The correlation between HERIX and VTI is 0.67, 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.
HERIX vs. VTI
Compare and contrast key facts about Hartford Emerging Markets Equity Fund (HERIX) and Vanguard Total Stock Market ETF (VTI).
HERIX is managed by Hartford. It was launched on May 30, 2011. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HERIX or VTI.
Performance
HERIX vs. VTI - Performance Comparison
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Key characteristics
HERIX:
0.71
VTI:
0.68
HERIX:
0.90
VTI:
0.98
HERIX:
1.12
VTI:
1.14
HERIX:
0.68
VTI:
0.63
HERIX:
2.16
VTI:
2.36
HERIX:
4.41%
VTI:
5.17%
HERIX:
16.82%
VTI:
20.37%
HERIX:
-39.55%
VTI:
-55.45%
HERIX:
-1.40%
VTI:
-4.03%
Returns By Period
In the year-to-date period, HERIX achieves a 6.86% return, which is significantly higher than VTI's 0.38% return. Over the past 10 years, HERIX has underperformed VTI with an annualized return of 5.02%, while VTI has yielded a comparatively higher 12.13% annualized return.
HERIX
6.86%
3.42%
6.65%
11.79%
7.97%
9.42%
5.02%
VTI
0.38%
6.25%
-2.68%
13.67%
13.71%
15.23%
12.13%
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HERIX vs. VTI - Expense Ratio Comparison
HERIX has a 1.16% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
HERIX vs. VTI — Risk-Adjusted Performance Rank
HERIX
VTI
HERIX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Emerging Markets Equity Fund (HERIX) and Vanguard Total Stock Market ETF (VTI). 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
HERIX vs. VTI - Dividend Comparison
HERIX's dividend yield for the trailing twelve months is around 2.77%, more than VTI's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HERIX Hartford Emerging Markets Equity Fund | 2.77% | 2.96% | 3.82% | 3.73% | 2.17% | 1.14% | 3.40% | 2.25% | 1.57% | 1.45% | 4.08% | 9.22% |
VTI Vanguard Total Stock Market ETF | 1.29% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
HERIX vs. VTI - Drawdown Comparison
The maximum HERIX drawdown since its inception was -39.55%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for HERIX and VTI.
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Volatility
HERIX vs. VTI - Volatility Comparison
The current volatility for Hartford Emerging Markets Equity Fund (HERIX) is 3.11%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.90%. This indicates that HERIX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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