HIAOX vs. VTI
Compare and contrast key facts about Hartford International Opportunities HLS Fund (HIAOX) and Vanguard Total Stock Market ETF (VTI).
HIAOX is managed by Hartford. It was launched on Jul 2, 1990. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HIAOX or VTI.
Key characteristics
| HIAOX | VTI | |
|---|---|---|
| YTD Return | 12.78% | 25.76% |
| 1Y Return | 22.50% | 38.64% |
| 3Y Return (Ann) | -0.22% | 8.41% |
| 5Y Return (Ann) | 6.75% | 15.27% |
| 10Y Return (Ann) | 5.71% | 12.86% |
| Sharpe Ratio | 1.75 | 3.05 |
| Sortino Ratio | 2.45 | 4.07 |
| Omega Ratio | 1.31 | 1.57 |
| Calmar Ratio | 1.16 | 4.13 |
| Martin Ratio | 10.32 | 19.90 |
| Ulcer Index | 2.15% | 1.94% |
| Daily Std Dev | 12.73% | 12.68% |
| Max Drawdown | -59.32% | -55.45% |
| Current Drawdown | -2.83% | 0.00% |
Correlation
The correlation between HIAOX and VTI is 0.78, 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
HIAOX vs. VTI - Performance Comparison
In the year-to-date period, HIAOX achieves a 12.78% return, which is significantly lower than VTI's 25.76% return. Over the past 10 years, HIAOX has underperformed VTI with an annualized return of 5.71%, while VTI has yielded a comparatively higher 12.86% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HIAOX vs. VTI - Expense Ratio Comparison
HIAOX has a 0.74% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
HIAOX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Opportunities HLS Fund (HIAOX) and Vanguard Total Stock Market ETF (VTI). 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
HIAOX vs. VTI - Dividend Comparison
HIAOX's dividend yield for the trailing twelve months is around 1.49%, more than VTI's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIAOX Hartford International Opportunities HLS Fund | 1.49% | 1.14% | 2.11% | 1.01% | 1.62% | 1.83% | 2.33% | 1.35% | 1.63% | 1.52% | 2.37% | 1.95% |
VTI Vanguard Total Stock Market ETF | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
HIAOX vs. VTI - Drawdown Comparison
The maximum HIAOX drawdown since its inception was -59.32%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for HIAOX and VTI. For additional features, visit the drawdowns tool.
Volatility
HIAOX vs. VTI - Volatility Comparison
Hartford International Opportunities HLS Fund (HIAOX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 3.96% and 4.12%, 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.