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 US Large Cap Growth Index. It was launched on Nov 13, 2000.
Performance
HGOIX vs. VUG - Performance Comparison
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HGOIX vs. VUG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGOIX The Hartford Growth Opportunities Fund Class I | -14.11% | 13.52% | 42.27% | 40.98% | -36.87% | 7.59% | 62.12% | 30.28% | -0.78% | 30.63% |
VUG Vanguard Growth ETF | -10.37% | 19.40% | 32.69% | 46.83% | -33.16% | 27.35% | 40.25% | 37.03% | -3.32% | 27.72% |
Returns By Period
In the year-to-date period, HGOIX achieves a -14.11% return, which is significantly lower than VUG's -10.37% return. Over the past 10 years, HGOIX has underperformed VUG with an annualized return of 14.20%, while VUG has yielded a comparatively higher 16.03% annualized return.
HGOIX
- 1D
- -1.18%
- 1M
- -8.76%
- YTD
- -14.11%
- 6M
- -13.84%
- 1Y
- 11.06%
- 3Y*
- 19.36%
- 5Y*
- 5.55%
- 10Y*
- 14.20%
VUG
- 1D
- 4.00%
- 1M
- -5.12%
- YTD
- -10.37%
- 6M
- -8.73%
- 1Y
- 18.30%
- 3Y*
- 21.15%
- 5Y*
- 11.43%
- 10Y*
- 16.03%
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HGOIX vs. VUG - Expense Ratio Comparison
HGOIX has a 0.82% expense ratio, which is higher than VUG's 0.03% expense ratio.
Return for Risk
HGOIX vs. VUG — Risk / Return Rank
HGOIX
VUG
HGOIX vs. VUG - 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 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.
| HGOIX | VUG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.81 | -0.35 |
Sortino ratioReturn per unit of downside risk | 0.81 | 1.31 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.18 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 1.11 | -0.65 |
Martin ratioReturn relative to average drawdown | 1.60 | 3.96 | -2.36 |
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 | VUG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.81 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.52 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.75 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.57 | -0.09 |
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.
Dividends
HGOIX vs. VUG - Dividend Comparison
HGOIX's dividend yield for the trailing twelve months is around 7.38%, more than VUG's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGOIX The Hartford Growth Opportunities Fund Class I | 7.38% | 6.34% | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 8.81% |
VUG Vanguard Growth ETF | 0.46% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Drawdowns
HGOIX vs. VUG - Drawdown Comparison
The maximum HGOIX drawdown since its inception was -58.07%, 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.
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Drawdown Indicators
| HGOIX | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.07% | -50.68% | -7.39% |
Max Drawdown (1Y)Largest decline over 1 year | -17.71% | -16.53% | -1.18% |
Max Drawdown (5Y)Largest decline over 5 years | -44.99% | -35.61% | -9.38% |
Max Drawdown (10Y)Largest decline over 10 years | -44.99% | -35.61% | -9.38% |
Current DrawdownCurrent decline from peak | -17.71% | -13.20% | -4.51% |
Average DrawdownAverage peak-to-trough decline | -12.07% | -7.13% | -4.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.13% | 4.66% | +0.47% |
Volatility
HGOIX vs. VUG - Volatility Comparison
The Hartford Growth Opportunities Fund Class I (HGOIX) and Vanguard Growth ETF (VUG) have volatilities of 6.70% and 7.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HGOIX | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 7.00% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 14.08% | 12.65% | +1.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.66% | 22.68% | +0.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.06% | 22.23% | +2.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.33% | 21.38% | +1.95% |