HGOIX vs. VUG
Compare and contrast key facts about The Hartford Growth Opportunities Fund Class I (HGOIX) and Vanguard Growth ETF (VUG).
HGOIX is managed by Hartford. It was launched on Feb 19, 2002. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HGOIX or VUG.
Key characteristics
| HGOIX | VUG | |
|---|---|---|
| YTD Return | 25.79% | 20.25% |
| 1Y Return | 39.51% | 32.48% |
| 3Y Return (Ann) | 2.14% | 7.86% |
| 5Y Return (Ann) | 15.64% | 18.16% |
| 10Y Return (Ann) | 13.21% | 15.05% |
| Sharpe Ratio | 1.92 | 1.87 |
| Daily Std Dev | 20.27% | 17.23% |
| Max Drawdown | -58.18% | -50.68% |
| Current Drawdown | -5.06% | -4.86% |
Correlation
The correlation between HGOIX and VUG is 0.94, 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
HGOIX vs. VUG - Performance Comparison
In the year-to-date period, HGOIX achieves a 25.79% return, which is significantly higher than VUG's 20.25% return. Over the past 10 years, HGOIX has underperformed VUG with an annualized return of 13.21%, while VUG has yielded a comparatively higher 15.05% annualized return. 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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HGOIX vs. VUG - Expense Ratio Comparison
HGOIX has a 0.82% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
HGOIX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Growth Opportunities Fund Class I (HGOIX) and Vanguard Growth ETF (VUG). 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
HGOIX vs. VUG - Dividend Comparison
HGOIX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.51%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGOIX The Hartford Growth Opportunities Fund Class I | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 0.15% | 20.22% | 3.72% |
VUG Vanguard Growth ETF | 0.51% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
HGOIX vs. VUG - Drawdown Comparison
The maximum HGOIX drawdown since its inception was -58.18%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for HGOIX and VUG. For additional features, visit the drawdowns tool.
Volatility
HGOIX vs. VUG - Volatility Comparison
The Hartford Growth Opportunities Fund Class I (HGOIX) has a higher volatility of 6.66% compared to Vanguard Growth ETF (VUG) at 5.33%. This indicates that HGOIX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.