HIADX vs. VFIAX
Compare and contrast key facts about Hartford Dividend and Growth HLS Fund (HIADX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
HIADX is managed by Hartford. It was launched on Mar 9, 1994. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
HIADX vs. VFIAX - Performance Comparison
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HIADX vs. VFIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HIADX Hartford Dividend and Growth HLS Fund | -2.84% | 17.35% | 12.78% | 14.23% | -9.23% | 32.06% | 7.67% | 28.38% | -5.52% | 18.35% |
VFIAX Vanguard 500 Index Fund Admiral Shares | -4.35% | 17.83% | 24.97% | 26.24% | -18.16% | 28.65% | 18.32% | 31.46% | -4.45% | 21.78% |
Returns By Period
In the year-to-date period, HIADX achieves a -2.84% return, which is significantly higher than VFIAX's -4.35% return. Over the past 10 years, HIADX has underperformed VFIAX with an annualized return of 11.89%, while VFIAX has yielded a comparatively higher 14.04% annualized return.
HIADX
- 1D
- 2.11%
- 1M
- -5.89%
- YTD
- -2.84%
- 6M
- 1.94%
- 1Y
- 12.62%
- 3Y*
- 13.38%
- 5Y*
- 9.53%
- 10Y*
- 11.89%
VFIAX
- 1D
- 2.92%
- 1M
- -5.03%
- YTD
- -4.35%
- 6M
- -2.16%
- 1Y
- 17.30%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.04%
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HIADX vs. VFIAX - Expense Ratio Comparison
HIADX has a 0.66% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Return for Risk
HIADX vs. VFIAX — Risk / Return Rank
HIADX
VFIAX
HIADX vs. VFIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Dividend and Growth HLS Fund (HIADX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.
| HIADX | VFIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.97 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.49 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.52 | -0.24 |
Martin ratioReturn relative to average drawdown | 5.70 | 7.29 | -1.60 |
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
| HIADX | VFIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.97 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.70 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.78 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.44 | -0.33 |
Correlation
The correlation between HIADX and VFIAX 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
HIADX vs. VFIAX - Dividend Comparison
HIADX's dividend yield for the trailing twelve months is around 19.27%, more than VFIAX's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIADX Hartford Dividend and Growth HLS Fund | 19.27% | 18.72% | 9.10% | 10.50% | 14.03% | 5.91% | 6.55% | 14.16% | 14.98% | 8.53% | 14.00% | 18.67% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.18% | 1.12% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% |
Drawdowns
HIADX vs. VFIAX - Drawdown Comparison
The maximum HIADX drawdown since its inception was -51.66%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for HIADX and VFIAX.
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Drawdown Indicators
| HIADX | VFIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.66% | -55.20% | +3.54% |
Max Drawdown (1Y)Largest decline over 1 year | -10.73% | -12.12% | +1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -19.40% | -24.53% | +5.13% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -33.83% | -1.81% |
Current DrawdownCurrent decline from peak | -6.05% | -6.24% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -7.21% | -9.46% | +2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 2.52% | -0.10% |
Volatility
HIADX vs. VFIAX - Volatility Comparison
The current volatility for Hartford Dividend and Growth HLS Fund (HIADX) is 4.45%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 5.35%. This indicates that HIADX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HIADX | VFIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 5.35% | -0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 9.53% | -1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 18.32% | -3.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.20% | 16.91% | -2.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.85% | 18.05% | -1.20% |