HFGO vs. SCHG
Compare and contrast key facts about Hartford Large Cap Growth ETF (HFGO) and Schwab U.S. Large-Cap Growth ETF (SCHG).
HFGO and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HFGO is an actively managed fund by Hartford. It was launched on Nov 9, 2021. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HFGO or SCHG.
Correlation
The correlation between HFGO and SCHG 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
HFGO vs. SCHG - Performance Comparison
Key characteristics
HFGO:
1.74
SCHG:
1.73
HFGO:
2.29
SCHG:
2.30
HFGO:
1.31
SCHG:
1.31
HFGO:
2.46
SCHG:
2.52
HFGO:
9.58
SCHG:
9.50
HFGO:
3.65%
SCHG:
3.27%
HFGO:
20.01%
SCHG:
17.95%
HFGO:
-44.64%
SCHG:
-34.59%
HFGO:
-0.27%
SCHG:
-0.55%
Returns By Period
In the year-to-date period, HFGO achieves a 5.04% return, which is significantly higher than SCHG's 3.84% return.
HFGO
5.04%
3.19%
17.16%
33.29%
N/A
N/A
SCHG
3.84%
2.30%
13.39%
30.29%
18.43%
16.54%
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HFGO vs. SCHG - Expense Ratio Comparison
HFGO has a 0.60% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
HFGO vs. SCHG — Risk-Adjusted Performance Rank
HFGO
SCHG
HFGO vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Large Cap Growth ETF (HFGO) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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
HFGO vs. SCHG - Dividend Comparison
HFGO has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.38%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HFGO Hartford Large Cap Growth ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
HFGO vs. SCHG - Drawdown Comparison
The maximum HFGO drawdown since its inception was -44.64%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for HFGO and SCHG. For additional features, visit the drawdowns tool.
Volatility
HFGO vs. SCHG - Volatility Comparison
Hartford Large Cap Growth ETF (HFGO) has a higher volatility of 7.08% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.24%. This indicates that HFGO's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.