HQIFX vs. SVAAX
HQIFX (Hartford Equity Income Fund Class F) and SVAAX (Federated Hermes Strategic Value Dividend Fund Class A) are both Dividend funds. Both are actively managed. Over the past 5 years, HQIFX returned 9.79%/yr vs 11.50%/yr for SVAAX. Their correlation of 0.80 means they have usually moved in the same direction. HQIFX charges 0.64%/yr vs 1.06%/yr for SVAAX.
Performance
HQIFX vs. SVAAX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HQIFX achieves a 10.47% return, which is significantly lower than SVAAX's 15.31% return.
HQIFX
- 1D
- 0.46%
- 1M
- 1.71%
- 6M
- 6.78%
- YTD
- 10.47%
- 1Y
- 20.43%
- 3Y*
- 12.01%
- 5Y*
- 9.79%
- 10Y*
- —
- ALL TIME*
- 11.34%
SVAAX
- 1D
- -1.50%
- 1M
- 2.45%
- 6M
- 9.65%
- YTD
- 15.31%
- 1Y
- 24.12%
- 3Y*
- 15.87%
- 5Y*
- 11.50%
- 10Y*
- 8.12%
- ALL TIME*
- 7.75%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
HQIFX vs. SVAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HQIFX Hartford Equity Income Fund Class F | 10.47% | 14.73% | 9.32% | 7.39% | -0.21% | 25.65% | 4.68% | 35.35% | -7.83% | 12.85% |
SVAAX Federated Hermes Strategic Value Dividend Fund Class A | 15.31% | 14.42% | 16.29% | -2.07% | 8.07% | 21.36% | -8.15% | 19.42% | -8.44% | 10.36% |
Correlation
The correlation between HQIFX and SVAAX is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.70 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2017 | 0.80 |
The correlation between HQIFX and SVAAX shifts across timeframes, from 0.63 (1 year) to 0.80 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
HQIFX vs. SVAAX — Risk / Return Rank
HQIFX
SVAAX
HQIFX vs. SVAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Equity Income Fund Class F (HQIFX) and Federated Hermes Strategic Value Dividend Fund Class A (SVAAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HQIFX | SVAAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.72 | ||
| Sortino ratioReturn per unit of downside risk | -1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.42 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | 5.91 | -3.54 |
| Martin ratioReturn relative to average drawdown | 8.59 | 15.70 | -7.11 |
Loading charts...
Drawdowns
HQIFX vs. SVAAX - Drawdown Comparison
The maximum HQIFX drawdown since its inception was -34.99%, smaller than the maximum SVAAX drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for HQIFX and SVAAX.
Loading charts...
Drawdown Indicators
| HQIFX | SVAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.99% | -51.16% | +16.17% |
Max Drawdown (1Y)Largest decline over 1 year | -7.69% | -4.71% | -2.98% |
Max Drawdown (3Y)Largest decline over 3 years | -13.03% | -12.84% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -13.93% | -16.17% | +2.24% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.47% | — |
Current DrawdownCurrent decline from peak | -0.45% | -1.50% | +1.05% |
Average DrawdownAverage peak-to-trough decline | -3.60% | -8.15% | +4.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 1.69% | +0.43% |
Volatility
HQIFX vs. SVAAX - Volatility Comparison
The current volatility for Hartford Equity Income Fund Class F (HQIFX) is 3.21%, while Federated Hermes Strategic Value Dividend Fund Class A (SVAAX) has a volatility of 4.57%. This indicates that HQIFX experiences smaller price fluctuations and is considered to be less risky than SVAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| HQIFX | SVAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 4.57% | -1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 7.74% | 8.70% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.47% | 11.31% | -0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.59% | 13.80% | -0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.53% | 15.44% | +1.09% |
HQIFX vs. SVAAX - Expense Ratio Comparison
HQIFX has a 0.64% expense ratio, which is lower than SVAAX's 1.06% expense ratio.
Dividends
HQIFX vs. SVAAX - Dividend Comparison
HQIFX's dividend yield for the trailing twelve months is around 11.75%, more than SVAAX's 5.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HQIFX Hartford Equity Income Fund Class F | 11.75% | 13.04% | 10.07% | 7.97% | 13.25% | 9.19% | 3.01% | 15.01% | 11.12% | 7.12% | 0.00% | 0.00% |
SVAAX Federated Hermes Strategic Value Dividend Fund Class A | 5.62% | 5.80% | 7.38% | 4.10% | 9.49% | 3.50% | 4.06% | 8.55% | 8.39% | 10.16% | 5.00% | 8.45% |
Frequently Asked Questions
HQIFX and SVAAX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SVAAX has higher volatility (4.57%) compared to HQIFX (3.21%). In terms of maximum drawdown, HQIFX dropped -34.99% vs SVAAX's -51.16%.
SVAAX currently has the higher Sharpe Ratio (2.47 vs 1.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for HQIFX and SVAAX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer