HFGO vs. VTI
Compare and contrast key facts about Hartford Large Cap Growth ETF (HFGO) and Vanguard Total Stock Market ETF (VTI).
HFGO and VTI 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. 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: HFGO or VTI.
Key characteristics
| HFGO | VTI | |
|---|---|---|
| YTD Return | 37.74% | 26.21% |
| 1Y Return | 50.08% | 38.35% |
| 3Y Return (Ann) | 5.16% | 8.70% |
| Sharpe Ratio | 2.66 | 3.04 |
| Sortino Ratio | 3.36 | 4.05 |
| Omega Ratio | 1.47 | 1.57 |
| Calmar Ratio | 2.18 | 4.46 |
| Martin Ratio | 14.13 | 19.72 |
| Ulcer Index | 3.55% | 1.94% |
| Daily Std Dev | 18.83% | 12.58% |
| Max Drawdown | -44.64% | -55.45% |
| Current Drawdown | 0.00% | -0.39% |
Correlation
The correlation between HFGO and VTI is 0.91, 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. VTI - Performance Comparison
In the year-to-date period, HFGO achieves a 37.74% return, which is significantly higher than VTI's 26.21% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HFGO vs. VTI - Expense Ratio Comparison
HFGO has a 0.60% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
HFGO vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Large Cap Growth ETF (HFGO) 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.
Dividends
HFGO vs. VTI - Dividend Comparison
HFGO has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.26%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VTI Vanguard Total Stock Market ETF | 1.26% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
HFGO vs. VTI - Drawdown Comparison
The maximum HFGO drawdown since its inception was -44.64%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for HFGO and VTI. For additional features, visit the drawdowns tool.
Volatility
HFGO vs. VTI - Volatility Comparison
Hartford Large Cap Growth ETF (HFGO) has a higher volatility of 5.27% compared to Vanguard Total Stock Market ETF (VTI) at 4.06%. This indicates that HFGO's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.