HGOIX vs. VTV
Compare and contrast key facts about The Hartford Growth Opportunities Fund Class I (HGOIX) and Vanguard Value ETF (VTV).
HGOIX is managed by Hartford. It was launched on Feb 19, 2002. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004.
Performance
HGOIX vs. VTV - Performance Comparison
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HGOIX vs. VTV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGOIX The Hartford Growth Opportunities Fund Class I | -10.11% | 13.52% | 42.27% | 40.98% | -36.87% | 7.59% | 62.12% | 30.28% | -0.78% | 30.63% |
VTV Vanguard Value ETF | 3.54% | 15.27% | 15.95% | 9.32% | -2.09% | 26.53% | 2.33% | 25.66% | -5.47% | 17.15% |
Returns By Period
In the year-to-date period, HGOIX achieves a -10.11% return, which is significantly lower than VTV's 3.54% return. Over the past 10 years, HGOIX has outperformed VTV with an annualized return of 14.72%, while VTV has yielded a comparatively lower 11.83% annualized 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%
VTV
- 1D
- 0.24%
- 1M
- -4.38%
- YTD
- 3.54%
- 6M
- 6.37%
- 1Y
- 16.56%
- 3Y*
- 15.18%
- 5Y*
- 10.91%
- 10Y*
- 11.83%
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HGOIX vs. VTV - Expense Ratio Comparison
HGOIX has a 0.82% expense ratio, which is higher than VTV's 0.04% expense ratio.
Return for Risk
HGOIX vs. VTV — Risk / Return Rank
HGOIX
VTV
HGOIX vs. VTV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Growth Opportunities Fund Class I (HGOIX) and Vanguard Value ETF (VTV). 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 | VTV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 1.12 | -0.44 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.61 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.24 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 1.44 | -0.53 |
Martin ratioReturn relative to average drawdown | 3.09 | 6.48 | -3.40 |
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 | VTV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 1.12 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.79 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.71 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.49 | 0.00 |
Correlation
The correlation between HGOIX and VTV is 0.72, 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. VTV - Dividend Comparison
HGOIX's dividend yield for the trailing twelve months is around 7.05%, more than VTV's 2.02% 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% |
VTV Vanguard Value ETF | 2.02% | 2.05% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% |
Drawdowns
HGOIX vs. VTV - Drawdown Comparison
The maximum HGOIX drawdown since its inception was -58.07%, roughly equal to the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for HGOIX and VTV.
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Drawdown Indicators
| HGOIX | VTV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.07% | -59.27% | +1.20% |
Max Drawdown (1Y)Largest decline over 1 year | -17.71% | -11.32% | -6.39% |
Max Drawdown (5Y)Largest decline over 5 years | -44.99% | -17.04% | -27.95% |
Max Drawdown (10Y)Largest decline over 10 years | -44.99% | -36.78% | -8.21% |
Current DrawdownCurrent decline from peak | -13.88% | -4.58% | -9.30% |
Average DrawdownAverage peak-to-trough decline | -12.07% | -7.92% | -4.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.20% | 2.51% | +2.69% |
Volatility
HGOIX vs. VTV - Volatility Comparison
The Hartford Growth Opportunities Fund Class I (HGOIX) has a higher volatility of 8.30% compared to Vanguard Value ETF (VTV) at 3.65%. This indicates that HGOIX's price experiences larger fluctuations and is considered to be riskier than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HGOIX | VTV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.30% | 3.65% | +4.65% |
Volatility (6M)Calculated over the trailing 6-month period | 14.82% | 7.71% | +7.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.05% | 14.89% | +9.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.14% | 13.88% | +11.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 16.67% | +6.70% |