Correlation
The correlation between HGIYX and VOO is 0.98, 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.
HGIYX vs. VOO
Compare and contrast key facts about Hartford Core Equity Fund (HGIYX) and Vanguard S&P 500 ETF (VOO).
HGIYX is managed by Hartford. It was launched on Apr 30, 1998. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HGIYX or VOO.
Performance
HGIYX vs. VOO - Performance Comparison
Loading data...
Key characteristics
HGIYX:
0.64
VOO:
0.70
HGIYX:
0.95
VOO:
1.05
HGIYX:
1.14
VOO:
1.15
HGIYX:
0.64
VOO:
0.69
HGIYX:
2.42
VOO:
2.62
HGIYX:
4.52%
VOO:
4.93%
HGIYX:
18.47%
VOO:
19.55%
HGIYX:
-51.89%
VOO:
-33.99%
HGIYX:
-3.24%
VOO:
-3.45%
Returns By Period
In the year-to-date period, HGIYX achieves a 0.43% return, which is significantly lower than VOO's 1.00% return. Both investments have delivered pretty close results over the past 10 years, with HGIYX having a 12.21% annualized return and VOO not far ahead at 12.81%.
HGIYX
0.43%
5.61%
-0.89%
11.82%
13.09%
14.34%
12.21%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HGIYX vs. VOO - Expense Ratio Comparison
HGIYX has a 0.45% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
HGIYX vs. VOO — Risk-Adjusted Performance Rank
HGIYX
VOO
HGIYX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Core Equity Fund (HGIYX) and Vanguard S&P 500 ETF (VOO). 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.
Loading data...
Dividends
HGIYX vs. VOO - Dividend Comparison
HGIYX's dividend yield for the trailing twelve months is around 8.89%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGIYX Hartford Core Equity Fund | 8.89% | 8.93% | 2.99% | 4.02% | 3.18% | 0.75% | 2.65% | 5.63% | 3.76% | 1.62% | 2.11% | 4.12% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HGIYX vs. VOO - Drawdown Comparison
The maximum HGIYX drawdown since its inception was -51.89%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HGIYX and VOO.
Loading data...
Volatility
HGIYX vs. VOO - Volatility Comparison
The current volatility for Hartford Core Equity Fund (HGIYX) is 4.21%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. This indicates that HGIYX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...