Correlation
The correlation between HGXIX and VOO is 0.85, 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.
HGXIX vs. VOO
Compare and contrast key facts about Hartford Global Impact Fund (HGXIX) and Vanguard S&P 500 ETF (VOO).
HGXIX is managed by Hartford. It was launched on Feb 27, 2017. 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: HGXIX or VOO.
Performance
HGXIX vs. VOO - Performance Comparison
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Key characteristics
HGXIX:
0.72
VOO:
0.74
HGXIX:
0.96
VOO:
1.04
HGXIX:
1.13
VOO:
1.15
HGXIX:
0.57
VOO:
0.68
HGXIX:
2.66
VOO:
2.58
HGXIX:
3.88%
VOO:
4.93%
HGXIX:
16.78%
VOO:
19.54%
HGXIX:
-36.01%
VOO:
-33.99%
HGXIX:
-2.60%
VOO:
-3.55%
Returns By Period
In the year-to-date period, HGXIX achieves a 6.63% return, which is significantly higher than VOO's 0.90% return.
HGXIX
6.63%
5.33%
2.21%
11.96%
7.94%
10.58%
N/A
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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HGXIX vs. VOO - Expense Ratio Comparison
HGXIX has a 0.89% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
HGXIX vs. VOO — Risk-Adjusted Performance Rank
HGXIX
VOO
HGXIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Global Impact Fund (HGXIX) 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.
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Dividends
HGXIX vs. VOO - Dividend Comparison
HGXIX's dividend yield for the trailing twelve months is around 0.92%, less than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGXIX Hartford Global Impact Fund | 0.92% | 0.98% | 0.97% | 0.78% | 2.85% | 0.69% | 0.71% | 14.85% | 4.04% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HGXIX vs. VOO - Drawdown Comparison
The maximum HGXIX drawdown since its inception was -36.01%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HGXIX and VOO.
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Volatility
HGXIX vs. VOO - Volatility Comparison
The current volatility for Hartford Global Impact Fund (HGXIX) is 3.72%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that HGXIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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