HGOIX vs. QQQM
Compare and contrast key facts about The Hartford Growth Opportunities Fund Class I (HGOIX) and Invesco NASDAQ 100 ETF (QQQM).
HGOIX is managed by Hartford. It was launched on Feb 19, 2002. QQQM is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Oct 13, 2020.
Performance
HGOIX vs. QQQM - Performance Comparison
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HGOIX vs. QQQM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
HGOIX The Hartford Growth Opportunities Fund Class I | -10.11% | 13.52% | 42.27% | 40.98% | -36.87% | 7.59% | 7.46% |
QQQM Invesco NASDAQ 100 ETF | -4.75% | 20.85% | 25.68% | 55.01% | -32.52% | 27.45% | 6.67% |
Returns By Period
In the year-to-date period, HGOIX achieves a -10.11% return, which is significantly lower than QQQM's -4.75% return.
HGOIX
- 1D
- 4.66%
- 1M
- -5.17%
- YTD
- -10.11%
- 6M
- -10.14%
- 1Y
- 15.46%
- 3Y*
- 21.18%
- 5Y*
- 6.17%
- 10Y*
- 14.72%
QQQM
- 1D
- 1.24%
- 1M
- -3.78%
- YTD
- -4.75%
- 6M
- -2.87%
- 1Y
- 24.28%
- 3Y*
- 22.91%
- 5Y*
- 13.24%
- 10Y*
- —
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HGOIX vs. QQQM - Expense Ratio Comparison
HGOIX has a 0.82% expense ratio, which is higher than QQQM's 0.15% expense ratio.
Return for Risk
HGOIX vs. QQQM — Risk / Return Rank
HGOIX
QQQM
HGOIX vs. QQQM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Growth Opportunities Fund Class I (HGOIX) and Invesco NASDAQ 100 ETF (QQQM). 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.
| HGOIX | QQQM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 1.09 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.68 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.24 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 2.02 | -1.11 |
Martin ratioReturn relative to average drawdown | 3.09 | 7.35 | -4.26 |
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
| HGOIX | QQQM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 1.09 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.60 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.64 | -0.14 |
Correlation
The correlation between HGOIX and QQQM is 0.93, 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
HGOIX vs. QQQM - Dividend Comparison
HGOIX's dividend yield for the trailing twelve months is around 7.05%, more than QQQM's 0.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGOIX The Hartford Growth Opportunities Fund Class I | 7.05% | 6.34% | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 8.81% |
QQQM Invesco NASDAQ 100 ETF | 0.53% | 0.50% | 0.61% | 0.65% | 0.83% | 0.40% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HGOIX vs. QQQM - Drawdown Comparison
The maximum HGOIX drawdown since its inception was -58.07%, which is greater than QQQM's maximum drawdown of -35.04%. Use the drawdown chart below to compare losses from any high point for HGOIX and QQQM.
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Drawdown Indicators
| HGOIX | QQQM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.07% | -35.04% | -23.03% |
Max Drawdown (1Y)Largest decline over 1 year | -17.71% | -12.55% | -5.16% |
Max Drawdown (5Y)Largest decline over 5 years | -44.99% | -35.04% | -9.95% |
Max Drawdown (10Y)Largest decline over 10 years | -44.99% | — | — |
Current DrawdownCurrent decline from peak | -13.88% | -7.86% | -6.02% |
Average DrawdownAverage peak-to-trough decline | -12.07% | -8.47% | -3.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.20% | 3.44% | +1.76% |
Volatility
HGOIX vs. QQQM - Volatility Comparison
The Hartford Growth Opportunities Fund Class I (HGOIX) has a higher volatility of 8.30% compared to Invesco NASDAQ 100 ETF (QQQM) at 6.58%. This indicates that HGOIX's price experiences larger fluctuations and is considered to be riskier than QQQM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HGOIX | QQQM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.30% | 6.58% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 14.82% | 12.79% | +2.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.05% | 22.45% | +1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.14% | 22.24% | +2.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 22.26% | +1.11% |