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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HGOYX or VOO.
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.
Performance
HGOYX vs. VOO - Performance Comparison
Key characteristics
HGOYX:
1.52
VOO:
1.88
HGOYX:
2.03
VOO:
2.53
HGOYX:
1.27
VOO:
1.35
HGOYX:
1.25
VOO:
2.81
HGOYX:
8.23
VOO:
11.78
HGOYX:
3.77%
VOO:
2.02%
HGOYX:
20.45%
VOO:
12.67%
HGOYX:
-63.04%
VOO:
-33.99%
HGOYX:
-0.57%
VOO:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with HGOYX having a 4.42% return and VOO slightly higher at 4.61%. Over the past 10 years, HGOYX has underperformed VOO with an annualized return of 6.30%, while VOO has yielded a comparatively higher 13.30% annualized return.
HGOYX
4.42%
2.77%
16.18%
34.13%
9.38%
6.30%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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HGOYX vs. VOO - Expense Ratio Comparison
HGOYX has a 0.84% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
HGOYX vs. VOO — Risk-Adjusted Performance Rank
HGOYX
VOO
HGOYX vs. VOO - Risk-Adjusted Performance 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.
Dividends
HGOYX vs. VOO - Dividend Comparison
HGOYX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGOYX The Hartford Growth Opportunities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.26% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HGOYX vs. VOO - Drawdown Comparison
The maximum HGOYX drawdown since its inception was -63.04%, 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. For additional features, visit the drawdowns tool.
Volatility
HGOYX vs. VOO - Volatility Comparison
The Hartford Growth Opportunities Fund (HGOYX) has a higher volatility of 6.49% compared to Vanguard S&P 500 ETF (VOO) at 3.01%. 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.