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 Jun 27, 2016.
Performance
HWDIX vs. VTI - Performance Comparison
Loading graphics...
HWDIX vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWDIX The Hartford World Bond Fund | -1.51% | 4.05% | 2.13% | 4.23% | -3.83% | -0.96% | 1.79% | 3.96% | 4.05% | 2.54% |
VTI Vanguard Total Stock Market ETF | -4.01% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 21.21% |
Returns By Period
In the year-to-date period, HWDIX achieves a -1.51% return, which is significantly higher than VTI's -4.01% return. Over the past 10 years, HWDIX has underperformed VTI with an annualized return of 1.59%, while VTI has yielded a comparatively higher 13.60% annualized return.
HWDIX
- 1D
- 0.00%
- 1M
- -2.87%
- YTD
- -1.51%
- 6M
- -1.47%
- 1Y
- 2.59%
- 3Y*
- 2.11%
- 5Y*
- 0.77%
- 10Y*
- 1.59%
VTI
- 1D
- 2.93%
- 1M
- -5.00%
- YTD
- -4.01%
- 6M
- -1.66%
- 1Y
- 18.11%
- 3Y*
- 17.84%
- 5Y*
- 10.46%
- 10Y*
- 13.60%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HWDIX vs. VTI - Expense Ratio Comparison
HWDIX has a 0.71% expense ratio, which is higher than VTI's 0.03% expense ratio.
Return for Risk
HWDIX vs. VTI — Risk / Return Rank
HWDIX
VTI
HWDIX vs. VTI - Risk-Adjusted Trends 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.
| HWDIX | VTI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.96 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.48 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 1.52 | -0.51 |
Martin ratioReturn relative to average drawdown | 4.55 | 7.26 | -2.71 |
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
| HWDIX | VTI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.96 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.60 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.75 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.48 | +0.38 |
Correlation
The correlation between HWDIX and VTI is 0.07, 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.
Dividends
HWDIX vs. VTI - Dividend Comparison
HWDIX's dividend yield for the trailing twelve months is around 4.52%, more than VTI's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWDIX The Hartford World Bond Fund | 4.52% | 4.45% | 2.93% | 3.12% | 0.22% | 1.71% | 0.82% | 3.06% | 4.31% | 0.01% | 0.28% | 3.61% |
VTI Vanguard Total Stock Market ETF | 1.17% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Drawdowns
HWDIX vs. VTI - Drawdown Comparison
The maximum HWDIX drawdown since its inception was -8.33%, 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.
Loading graphics...
Drawdown Indicators
| HWDIX | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.33% | -55.45% | +47.12% |
Max Drawdown (1Y)Largest decline over 1 year | -2.87% | -12.30% | +9.43% |
Max Drawdown (5Y)Largest decline over 5 years | -8.33% | -25.36% | +17.03% |
Max Drawdown (10Y)Largest decline over 10 years | -8.33% | -35.00% | +26.67% |
Current DrawdownCurrent decline from peak | -2.87% | -6.25% | +3.38% |
Average DrawdownAverage peak-to-trough decline | -1.24% | -8.08% | +6.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | 2.58% | -1.94% |
Volatility
HWDIX vs. VTI - Volatility Comparison
The current volatility for The Hartford World Bond Fund (HWDIX) is 1.49%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 5.45%. 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.
Loading graphics...
Volatility by Period
| HWDIX | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 5.45% | -3.96% |
Volatility (6M)Calculated over the trailing 6-month period | 1.90% | 9.73% | -7.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.99% | 19.01% | -16.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.96% | 17.42% | -14.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.61% | 18.29% | -15.68% |