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 MSCI US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HGIYX or VOT.
Key characteristics
| HGIYX | VOT | |
|---|---|---|
| YTD Return | 19.90% | 8.10% |
| 1Y Return | 29.05% | 19.48% |
| 3Y Return (Ann) | 8.19% | -0.64% |
| 5Y Return (Ann) | 13.73% | 10.35% |
| 10Y Return (Ann) | 12.60% | 10.00% |
| Sharpe Ratio | 2.32 | 1.22 |
| Daily Std Dev | 12.37% | 15.56% |
| Max Drawdown | -51.89% | -60.17% |
| Current Drawdown | -0.77% | -9.20% |
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.
Performance
HGIYX vs. VOT - Performance Comparison
In the year-to-date period, HGIYX achieves a 19.90% return, which is significantly higher than VOT's 8.10% return. Over the past 10 years, HGIYX has outperformed VOT with an annualized return of 12.60%, while VOT has yielded a comparatively lower 10.00% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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. VOT - Expense Ratio Comparison
HGIYX has a 0.45% expense ratio, which is higher than VOT's 0.07% expense ratio.
Risk-Adjusted Performance
HGIYX vs. VOT - Risk-Adjusted Performance 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.
Dividends
HGIYX vs. VOT - Dividend Comparison
HGIYX's dividend yield for the trailing twelve months is around 2.49%, more than VOT's 0.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGIYX 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% |
VOT Vanguard Mid-Cap Growth ETF | 0.70% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% | 0.79% | 0.61% |
Drawdowns
HGIYX vs. VOT - Drawdown Comparison
The maximum HGIYX drawdown since its inception was -51.89%, smaller than the maximum VOT drawdown of -60.17%. Use the drawdown chart below to compare losses from any high point for HGIYX and VOT. For additional features, visit the drawdowns tool.
Volatility
HGIYX vs. VOT - Volatility Comparison
The current volatility for Hartford Core Equity Fund (HGIYX) is 3.86%, while Vanguard Mid-Cap Growth ETF (VOT) has a volatility of 4.42%. 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.