HGOYX vs. VOO
Compare and contrast key facts about The Hartford Growth Opportunities Fund (HGOYX) and Vanguard S&P 500 ETF (VOO).
HGOYX is managed by Hartford. It was launched on Feb 19, 2002. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
HGOYX vs. VOO - Performance Comparison
Loading graphics...
HGOYX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGOYX The Hartford Growth Opportunities Fund | -10.11% | 13.55% | 42.30% | 40.99% | -36.88% | 7.60% | 62.18% | 30.37% | -0.67% | 30.76% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, HGOYX achieves a -10.11% return, which is significantly lower than VOO's -3.66% return. Both investments have delivered pretty close results over the past 10 years, with HGOYX having a 14.78% annualized return and VOO not far behind at 14.14%.
HGOYX
- 1D
- 4.65%
- 1M
- -5.18%
- YTD
- -10.11%
- 6M
- -10.13%
- 1Y
- 15.50%
- 3Y*
- 21.20%
- 5Y*
- 6.18%
- 10Y*
- 14.78%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HGOYX vs. VOO - Expense Ratio Comparison
HGOYX has a 0.84% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
HGOYX vs. VOO — Risk / Return Rank
HGOYX
VOO
HGOYX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Growth Opportunities Fund (HGOYX) and Vanguard S&P 500 ETF (VOO). 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.
| HGOYX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 1.01 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.53 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.23 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 1.55 | -0.64 |
Martin ratioReturn relative to average drawdown | 3.10 | 7.31 | -4.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HGOYX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 1.01 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.71 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.79 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.83 | -0.32 |
Correlation
The correlation between HGOYX and VOO is 0.88, 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
HGOYX vs. VOO - Dividend Comparison
HGOYX's dividend yield for the trailing twelve months is around 6.19%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGOYX The Hartford Growth Opportunities Fund | 6.19% | 5.56% | 0.00% | 0.00% | 0.00% | 20.17% | 11.94% | 5.50% | 28.31% | 8.15% | 3.55% | 8.46% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
HGOYX vs. VOO - Drawdown Comparison
The maximum HGOYX drawdown since its inception was -58.04%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HGOYX and VOO.
Loading graphics...
Drawdown Indicators
| HGOYX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.04% | -33.99% | -24.05% |
Max Drawdown (1Y)Largest decline over 1 year | -17.70% | -11.98% | -5.72% |
Max Drawdown (5Y)Largest decline over 5 years | -44.98% | -24.52% | -20.46% |
Max Drawdown (10Y)Largest decline over 10 years | -44.98% | -33.99% | -10.99% |
Current DrawdownCurrent decline from peak | -13.87% | -5.55% | -8.32% |
Average DrawdownAverage peak-to-trough decline | -11.47% | -3.72% | -7.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.19% | 2.55% | +2.64% |
Volatility
HGOYX vs. VOO - Volatility Comparison
The Hartford Growth Opportunities Fund (HGOYX) has a higher volatility of 8.31% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that HGOYX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HGOYX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.31% | 5.34% | +2.97% |
Volatility (6M)Calculated over the trailing 6-month period | 14.82% | 9.47% | +5.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.05% | 18.11% | +5.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.14% | 16.82% | +8.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 17.99% | +5.38% |