HGIYX vs. VOT
Compare and contrast key facts about Hartford Core Equity Fund (HGIYX) and Vanguard Mid-Cap Growth ETF (VOT).
HGIYX is managed by Hartford. It was launched on Apr 30, 1998. VOT is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Performance
HGIYX vs. VOT - Performance Comparison
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HGIYX vs. VOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGIYX Hartford Core Equity Fund | -4.23% | 14.67% | 25.87% | 21.45% | -18.68% | 24.53% | 18.42% | 36.27% | -1.66% | 22.11% |
VOT Vanguard Mid-Cap Growth ETF | -6.47% | 10.72% | 16.38% | 23.10% | -28.87% | 20.50% | 34.50% | 33.76% | -5.56% | 21.80% |
Returns By Period
In the year-to-date period, HGIYX achieves a -4.23% return, which is significantly higher than VOT's -6.47% return. Over the past 10 years, HGIYX has outperformed VOT with an annualized return of 13.21%, while VOT has yielded a comparatively lower 10.76% annualized return.
HGIYX
- 1D
- 2.91%
- 1M
- -5.55%
- YTD
- -4.23%
- 6M
- -2.21%
- 1Y
- 14.23%
- 3Y*
- 16.79%
- 5Y*
- 9.94%
- 10Y*
- 13.21%
VOT
- 1D
- 1.24%
- 1M
- -6.14%
- YTD
- -6.47%
- 6M
- -11.02%
- 1Y
- 6.52%
- 3Y*
- 10.95%
- 5Y*
- 4.30%
- 10Y*
- 10.76%
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HGIYX vs. VOT - Expense Ratio Comparison
HGIYX has a 0.45% expense ratio, which is higher than VOT's 0.07% expense ratio.
Return for Risk
HGIYX vs. VOT — Risk / Return Rank
HGIYX
VOT
HGIYX vs. VOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Core Equity Fund (HGIYX) and Vanguard Mid-Cap Growth ETF (VOT). 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.
| HGIYX | VOT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.31 | +0.56 |
Sortino ratioReturn per unit of downside risk | 1.34 | 0.59 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.08 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 0.45 | +0.95 |
Martin ratioReturn relative to average drawdown | 6.55 | 1.40 | +5.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HGIYX | VOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.31 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.20 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.52 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.42 | +0.05 |
Correlation
The correlation between HGIYX and VOT is 0.90, 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.
Dividends
HGIYX vs. VOT - Dividend Comparison
HGIYX's dividend yield for the trailing twelve months is around 12.19%, more than VOT's 0.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGIYX Hartford Core Equity Fund | 12.19% | 11.67% | 8.93% | 2.99% | 4.02% | 3.18% | 0.75% | 4.39% | 5.62% | 3.75% | 1.62% | 2.10% |
VOT Vanguard Mid-Cap Growth ETF | 0.71% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% |
Drawdowns
HGIYX vs. VOT - Drawdown Comparison
The maximum HGIYX drawdown since its inception was -51.88%, smaller than the maximum VOT drawdown of -60.16%. Use the drawdown chart below to compare losses from any high point for HGIYX and VOT.
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Drawdown Indicators
| HGIYX | VOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.88% | -60.16% | +8.28% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -15.96% | +4.96% |
Max Drawdown (5Y)Largest decline over 5 years | -24.64% | -37.19% | +12.55% |
Max Drawdown (10Y)Largest decline over 10 years | -33.47% | -37.19% | +3.72% |
Current DrawdownCurrent decline from peak | -6.28% | -12.28% | +6.00% |
Average DrawdownAverage peak-to-trough decline | -10.18% | -10.01% | -0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 5.16% | -2.80% |
Volatility
HGIYX vs. VOT - Volatility Comparison
The current volatility for Hartford Core Equity Fund (HGIYX) is 5.35%, while Vanguard Mid-Cap Growth ETF (VOT) has a volatility of 6.63%. This indicates that HGIYX experiences smaller price fluctuations and is considered to be less risky than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HGIYX | VOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 6.63% | -1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 12.39% | -3.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.99% | 21.04% | -4.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.35% | 21.33% | -4.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.40% | 20.92% | -3.52% |