HSTAX vs. VOO
Compare and contrast key facts about Hartford Stock HLS Fund (HSTAX) and Vanguard S&P 500 ETF (VOO).
HSTAX is managed by Hartford. It was launched on Aug 31, 1977. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
HSTAX vs. VOO - Performance Comparison
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HSTAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSTAX Hartford Stock HLS Fund | -7.06% | 7.84% | 8.78% | 7.76% | -5.43% | 25.01% | 11.93% | 31.03% | -0.16% | 19.84% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, HSTAX achieves a -7.06% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, HSTAX has underperformed VOO with an annualized return of 9.73%, while VOO has yielded a comparatively higher 14.05% annualized return.
HSTAX
- 1D
- 0.14%
- 1M
- -8.71%
- YTD
- -7.06%
- 6M
- -4.29%
- 1Y
- 0.21%
- 3Y*
- 5.52%
- 5Y*
- 5.88%
- 10Y*
- 9.73%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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HSTAX vs. VOO - Expense Ratio Comparison
HSTAX has a 0.51% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
HSTAX vs. VOO — Risk / Return Rank
HSTAX
VOO
HSTAX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Stock HLS Fund (HSTAX) and Vanguard S&P 500 ETF (VOO). 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.
| HSTAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 0.98 | -0.89 |
Sortino ratioReturn per unit of downside risk | 0.25 | 1.50 | -1.25 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.23 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | -0.02 | 1.53 | -1.55 |
Martin ratioReturn relative to average drawdown | -0.08 | 7.29 | -7.37 |
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
| HSTAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 0.98 | -0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.70 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.78 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.83 | -0.82 |
Correlation
The correlation between HSTAX and VOO is 0.89, 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
HSTAX vs. VOO - Dividend Comparison
HSTAX's dividend yield for the trailing twelve months is around 17.01%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSTAX Hartford Stock HLS Fund | 17.01% | 15.81% | 4.69% | 6.22% | 12.74% | 4.55% | 7.87% | 9.95% | 1.70% | 1.73% | 1.87% | 1.72% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
HSTAX vs. VOO - Drawdown Comparison
The maximum HSTAX drawdown since its inception was -92.92%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HSTAX and VOO.
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Drawdown Indicators
| HSTAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.92% | -33.99% | -58.93% |
Max Drawdown (1Y)Largest decline over 1 year | -9.57% | -11.98% | +2.41% |
Max Drawdown (5Y)Largest decline over 5 years | -16.70% | -24.52% | +7.82% |
Max Drawdown (10Y)Largest decline over 10 years | -33.38% | -33.99% | +0.61% |
Current DrawdownCurrent decline from peak | -9.00% | -6.29% | -2.71% |
Average DrawdownAverage peak-to-trough decline | -31.30% | -3.72% | -27.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 2.52% | -0.10% |
Volatility
HSTAX vs. VOO - Volatility Comparison
The current volatility for Hartford Stock HLS Fund (HSTAX) is 3.35%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that HSTAX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSTAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 5.29% | -1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 7.35% | 9.44% | -2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 18.10% | -3.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.21% | 16.82% | -3.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.47% | 17.99% | -2.52% |