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.
Key characteristics
HGIYX | VOO | |
---|---|---|
YTD Return | 19.90% | 18.91% |
1Y Return | 29.05% | 28.20% |
3Y Return (Ann) | 8.19% | 9.93% |
5Y Return (Ann) | 13.73% | 15.31% |
10Y Return (Ann) | 12.60% | 12.87% |
Sharpe Ratio | 2.32 | 2.21 |
Daily Std Dev | 12.37% | 12.64% |
Max Drawdown | -51.89% | -33.99% |
Current Drawdown | -0.77% | -0.60% |
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.
Performance
HGIYX vs. VOO - Performance Comparison
The year-to-date returns for both stocks are quite close, with HGIYX having a 19.90% return and VOO slightly lower at 18.91%. Both investments have delivered pretty close results over the past 10 years, with HGIYX having a 12.60% annualized return and VOO not far ahead at 12.87%. 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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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 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.
Dividends
HGIYX vs. VOO - Dividend Comparison
HGIYX's dividend yield for the trailing twelve months is around 2.49%, more than VOO's 1.28% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Hartford Core Equity Fund | 2.49% | 2.99% | 4.02% | 3.18% | 0.75% | 2.65% | 5.62% | 3.75% | 1.62% | 0.31% | 4.11% | 0.71% |
Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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. For additional features, visit the drawdowns tool.
Volatility
HGIYX vs. VOO - Volatility Comparison
Hartford Core Equity Fund (HGIYX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.86% and 3.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.