HQIYX vs. IVV
Compare and contrast key facts about The Hartford Equity Income Fund (HQIYX) and iShares Core S&P 500 ETF (IVV).
HQIYX is managed by Hartford. It was launched on Aug 28, 2003. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Performance
HQIYX vs. IVV - Performance Comparison
Loading graphics...
HQIYX vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HQIYX The Hartford Equity Income Fund | 0.83% | 15.24% | 10.03% | 7.33% | -0.30% | 25.50% | 4.63% | 35.06% | -7.81% | 17.93% |
IVV iShares Core S&P 500 ETF | -3.67% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Returns By Period
In the year-to-date period, HQIYX achieves a 0.83% return, which is significantly higher than IVV's -3.67% return. Over the past 10 years, HQIYX has underperformed IVV with an annualized return of 11.44%, while IVV has yielded a comparatively higher 14.11% annualized return.
HQIYX
- 1D
- 1.47%
- 1M
- -5.15%
- YTD
- 0.83%
- 6M
- 4.04%
- 1Y
- 11.89%
- 3Y*
- 11.72%
- 5Y*
- 9.37%
- 10Y*
- 11.44%
IVV
- 1D
- 0.74%
- 1M
- -4.30%
- YTD
- -3.67%
- 6M
- -1.44%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.92%
- 10Y*
- 14.11%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HQIYX vs. IVV - Expense Ratio Comparison
HQIYX has a 0.74% expense ratio, which is higher than IVV's 0.03% expense ratio.
Return for Risk
HQIYX vs. IVV — Risk / Return Rank
HQIYX
IVV
HQIYX vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Equity Income Fund (HQIYX) and iShares Core S&P 500 ETF (IVV). 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.
| HQIYX | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.00 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.52 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.54 | -0.34 |
Martin ratioReturn relative to average drawdown | 5.16 | 7.28 | -2.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HQIYX | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.00 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.71 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.78 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.42 | +0.15 |
Correlation
The correlation between HQIYX and IVV is 0.90, 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
HQIYX vs. IVV - Dividend Comparison
HQIYX's dividend yield for the trailing twelve months is around 13.06%, more than IVV's 1.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HQIYX The Hartford Equity Income Fund | 13.06% | 13.10% | 10.43% | 7.69% | 12.84% | 8.91% | 2.91% | 14.68% | 10.87% | 6.98% | 5.29% | 10.62% |
IVV iShares Core S&P 500 ETF | 1.22% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Drawdowns
HQIYX vs. IVV - Drawdown Comparison
The maximum HQIYX drawdown since its inception was -50.48%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for HQIYX and IVV.
Loading graphics...
Drawdown Indicators
| HQIYX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.48% | -55.25% | +4.77% |
Max Drawdown (1Y)Largest decline over 1 year | -10.49% | -12.06% | +1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -13.94% | -24.53% | +10.59% |
Max Drawdown (10Y)Largest decline over 10 years | -34.99% | -33.90% | -1.09% |
Current DrawdownCurrent decline from peak | -5.54% | -5.57% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -5.32% | -10.84% | +5.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 2.55% | -0.12% |
Volatility
HQIYX vs. IVV - Volatility Comparison
The current volatility for The Hartford Equity Income Fund (HQIYX) is 3.65%, while iShares Core S&P 500 ETF (IVV) has a volatility of 5.34%. This indicates that HQIYX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HQIYX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 5.34% | -1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 7.72% | 9.47% | -1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.36% | 18.31% | -3.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.59% | 16.89% | -3.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.22% | 18.03% | -1.81% |