HWDIX vs. VTI
Compare and contrast key facts about The Hartford World Bond Fund (HWDIX) and Vanguard Total Stock Market ETF (VTI).
HWDIX is managed by Hartford. It was launched on May 30, 2011. 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: HWDIX or VTI.
Correlation
The correlation between HWDIX and VTI is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HWDIX vs. VTI - Performance Comparison
Key characteristics
HWDIX:
2.44
VTI:
1.91
HWDIX:
3.84
VTI:
2.58
HWDIX:
1.49
VTI:
1.35
HWDIX:
2.10
VTI:
2.89
HWDIX:
9.14
VTI:
11.50
HWDIX:
0.67%
VTI:
2.16%
HWDIX:
2.52%
VTI:
12.93%
HWDIX:
-8.60%
VTI:
-55.45%
HWDIX:
-0.10%
VTI:
-0.11%
Returns By Period
In the year-to-date period, HWDIX achieves a 0.80% return, which is significantly lower than VTI's 4.15% return. Over the past 10 years, HWDIX has underperformed VTI with an annualized return of 1.41%, while VTI has yielded a comparatively higher 12.71% annualized return.
HWDIX
0.80%
1.10%
1.65%
5.81%
1.24%
1.41%
VTI
4.15%
2.77%
11.19%
22.47%
13.69%
12.71%
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HWDIX vs. VTI - Expense Ratio Comparison
HWDIX has a 0.71% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
HWDIX vs. VTI — Risk-Adjusted Performance Rank
HWDIX
VTI
HWDIX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford World Bond Fund (HWDIX) 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
HWDIX vs. VTI - Dividend Comparison
HWDIX's dividend yield for the trailing twelve months is around 4.75%, more than VTI's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWDIX The Hartford World Bond Fund | 4.75% | 4.79% | 3.12% | 0.22% | 1.40% | 0.82% | 2.60% | 4.22% | 0.01% | 0.28% | 1.06% | 4.06% |
VTI Vanguard Total Stock Market ETF | 1.22% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
HWDIX vs. VTI - Drawdown Comparison
The maximum HWDIX drawdown since its inception was -8.60%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for HWDIX and VTI. For additional features, visit the drawdowns tool.
Volatility
HWDIX vs. VTI - Volatility Comparison
The current volatility for The Hartford World Bond Fund (HWDIX) is 0.69%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 3.14%. This indicates that HWDIX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.