HGIYX vs. SCHD
Compare and contrast key facts about Hartford Core Equity Fund (HGIYX) and Schwab US Dividend Equity ETF (SCHD).
HGIYX is managed by Hartford. It was launched on Apr 30, 1998. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HGIYX or SCHD.
Correlation
The correlation between HGIYX and SCHD is 0.85, 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
HGIYX vs. SCHD - Performance Comparison
Key characteristics
HGIYX:
0.07
SCHD:
0.23
HGIYX:
0.23
SCHD:
0.43
HGIYX:
1.03
SCHD:
1.06
HGIYX:
0.06
SCHD:
0.23
HGIYX:
0.20
SCHD:
0.84
HGIYX:
7.25%
SCHD:
4.38%
HGIYX:
19.38%
SCHD:
15.99%
HGIYX:
-51.89%
SCHD:
-33.37%
HGIYX:
-15.39%
SCHD:
-11.33%
Returns By Period
In the year-to-date period, HGIYX achieves a -6.03% return, which is significantly lower than SCHD's -5.04% return. Over the past 10 years, HGIYX has underperformed SCHD with an annualized return of 8.73%, while SCHD has yielded a comparatively higher 10.35% annualized return.
HGIYX
-6.03%
-4.22%
-11.56%
0.30%
11.01%
8.73%
SCHD
-5.04%
-6.82%
-7.58%
2.51%
13.19%
10.35%
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HGIYX vs. SCHD - Expense Ratio Comparison
HGIYX has a 0.45% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
HGIYX vs. SCHD — Risk-Adjusted Performance Rank
HGIYX
SCHD
HGIYX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Core Equity Fund (HGIYX) and Schwab US Dividend Equity ETF (SCHD). 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
HGIYX vs. SCHD - Dividend Comparison
HGIYX's dividend yield for the trailing twelve months is around 0.70%, less than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGIYX Hartford Core Equity Fund | 0.70% | 0.66% | 1.01% | 1.18% | 0.69% | 0.75% | 0.91% | 1.10% | 1.17% | 0.84% | 0.32% | 2.85% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
HGIYX vs. SCHD - Drawdown Comparison
The maximum HGIYX drawdown since its inception was -51.89%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for HGIYX and SCHD. For additional features, visit the drawdowns tool.
Volatility
HGIYX vs. SCHD - Volatility Comparison
Hartford Core Equity Fund (HGIYX) has a higher volatility of 12.99% compared to Schwab US Dividend Equity ETF (SCHD) at 11.25%. This indicates that HGIYX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.