HNDDX vs. VUG
Compare and contrast key facts about Horizon Active Dividend Fund (HNDDX) and Vanguard Growth ETF (VUG).
HNDDX is managed by Horizon Investments. It was launched on Dec 28, 2016. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HNDDX or VUG.
Key characteristics
| HNDDX | VUG | |
|---|---|---|
| YTD Return | 9.82% | 11.33% |
| 1Y Return | 19.30% | 36.57% |
| 3Y Return (Ann) | 4.47% | 9.96% |
| 5Y Return (Ann) | 6.31% | 17.44% |
| Sharpe Ratio | 2.09 | 2.39 |
| Daily Std Dev | 9.40% | 15.55% |
| Max Drawdown | -36.28% | -50.68% |
| Current Drawdown | -0.31% | -0.18% |
Correlation
The correlation between HNDDX and VUG is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HNDDX vs. VUG - Performance Comparison
In the year-to-date period, HNDDX achieves a 9.82% return, which is significantly lower than VUG's 11.33% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HNDDX vs. VUG - Expense Ratio Comparison
HNDDX has a 1.10% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
HNDDX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Active Dividend Fund (HNDDX) and Vanguard Growth ETF (VUG). 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
HNDDX vs. VUG - Dividend Comparison
HNDDX's dividend yield for the trailing twelve months is around 1.30%, more than VUG's 0.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HNDDX Horizon Active Dividend Fund | 1.30% | 1.54% | 2.17% | 3.98% | 2.13% | 2.67% | 5.86% | 2.67% | 0.00% | 0.00% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.53% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
HNDDX vs. VUG - Drawdown Comparison
The maximum HNDDX drawdown since its inception was -36.28%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for HNDDX and VUG. For additional features, visit the drawdowns tool.
Volatility
HNDDX vs. VUG - Volatility Comparison
The current volatility for Horizon Active Dividend Fund (HNDDX) is 2.61%, while Vanguard Growth ETF (VUG) has a volatility of 5.00%. This indicates that HNDDX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.