IHGIX vs. VDADX

Last updated Jun 5, 2026

IHGIX (Hartford Dividend and Growth Fund Class A) and VDADX (Vanguard Dividend Appreciation Index Fund Admiral Shares) are both Dividend funds. IHGIX is actively managed, while VDADX is passively managed. Over the past 10 years, IHGIX returned 12.82%/yr vs 13.20%/yr for VDADX. Their correlation of 0.93 suggests significant overlap in exposure. IHGIX charges 0.96%/yr vs 0.07%/yr for VDADX.

Performance

IHGIX vs. VDADX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Dividend and Growth Fund Class A (IHGIX) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IHGIX achieves a 8.18% return, which is significantly higher than VDADX's 7.45% return. Both investments have delivered pretty close results over the past 10 years, with IHGIX having a 12.82% annualized return and VDADX not far ahead at 13.20%.

IHGIX

• 1D: -0.61%
• 1M: 2.65%
• YTD: 8.18%
• 6M: 9.18%
• 1Y: 23.30%
• 3Y*: 15.72%
• 5Y*: 10.27%
• 10Y*: 12.82%

VDADX

• 1D: -0.23%
• 1M: 2.83%
• YTD: 7.45%
• 6M: 7.16%
• 1Y: 19.59%
• 3Y*: 16.43%
• 5Y*: 10.57%
• 10Y*: 13.20%

*Multi-year figures are annualized to reflect compound growth (CAGR)

IHGIX vs. VDADX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IHGIX Hartford Dividend and Growth Fund Class A	8.18%	16.86%	12.19%	13.81%	-8.88%	30.97%	7.64%	31.61%	-5.72%	17.91%
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares	7.45%	14.17%	16.99%	14.44%	-9.80%	23.59%	15.47%	29.68%	-2.06%	22.22%

Correlation

The correlation between IHGIX and VDADX is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.90
Correlation (3Y) Calculated over the trailing 3-year period	0.91
Correlation (5Y) Calculated over the trailing 5-year period	0.94
Correlation (10Y) Calculated over the trailing 10-year period	0.92
Correlation (All Time) Calculated using the full available price history since Dec 23, 2013	0.93

The correlation between IHGIX and VDADX has been stable across timeframes, ranging from 0.90 to 0.94 - a consistent structural relationship.

Return for Risk

IHGIX vs. VDADX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IHGIX

IHGIX Risk / Return Rank: 59
IHGIX Sharpe Ratio Rank: 58
IHGIX Sortino Ratio Rank: 55
IHGIX Omega Ratio Rank: 53
IHGIX Calmar Ratio Rank: 61
IHGIX Martin Ratio Rank: 67

VDADX

VDADX Risk / Return Rank: 44
VDADX Sharpe Ratio Rank: 44
VDADX Sortino Ratio Rank: 45
VDADX Omega Ratio Rank: 42
VDADX Calmar Ratio Rank: 42
VDADX Martin Ratio Rank: 48

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IHGIX vs. VDADX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Dividend and Growth Fund Class A (IHGIX) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX). 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.

	IHGIX	VDADX	Difference
Sharpe ratio: Return per unit of total volatility	2.19	1.95	+0.24
Sortino ratio: Return per unit of downside risk	3.08	2.84	+0.23
Omega ratio: Gain probability vs. loss probability	1.39	1.35	+0.04
Calmar ratio: Return relative to maximum drawdown	2.93	2.47	+0.45
Martin ratio: Return relative to average drawdown	12.63	9.98	+2.65
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IHGIX vs. VDADX - Sharpe Ratio Comparison

The current IHGIX Sharpe Ratio is 2.19, which is comparable to the VDADX Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of IHGIX and VDADX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	IHGIX	VDADX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.19	1.95	+0.24
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.74	0.74	-0.01
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.77	0.82	-0.04
Sharpe Ratio (All Time) Calculated using the full available price history	0.57	0.76	-0.20

Drawdowns

IHGIX vs. VDADX - Drawdown Comparison

The maximum IHGIX drawdown since its inception was -51.07%, which is greater than VDADX's maximum drawdown of -31.70%. Use the drawdown chart below to compare losses from any high point for IHGIX and VDADX.

Drawdown Indicators

	IHGIX	VDADX	Difference
Max Drawdown Largest peak-to-trough decline	-51.07%	-31.70%	-19.37%
Max Drawdown (1Y) Largest decline over 1 year	-8.00%	-7.93%	-0.07%
Max Drawdown (3Y) Largest decline over 3 years	-13.77%	-14.95%	+1.18%
Max Drawdown (5Y) Largest decline over 5 years	-18.97%	-20.42%	+1.45%
Max Drawdown (10Y) Largest decline over 10 years	-34.99%	-31.70%	-3.29%
Current Drawdown Current decline from peak	-0.88%	-0.23%	-0.65%
Average Drawdown Average peak-to-trough decline	-6.04%	-3.41%	-2.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.85%	1.96%	-0.11%

Volatility

IHGIX vs. VDADX - Volatility Comparison

Hartford Dividend and Growth Fund Class A (IHGIX) has a higher volatility of 2.67% compared to Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) at 2.17%. This indicates that IHGIX's price experiences larger fluctuations and is considered to be riskier than VDADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IHGIX	VDADX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.67%	2.17%	+0.50%
Volatility (6M) Calculated over the trailing 6-month period	8.05%	7.59%	+0.46%
Volatility (1Y) Calculated over the trailing 1-year period	10.72%	10.07%	+0.65%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.03%	14.27%	-0.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.62%	16.19%	+0.43%

IHGIX vs. VDADX - Expense Ratio Comparison

IHGIX has a 0.96% expense ratio, which is higher than VDADX's 0.07% expense ratio.

Dividends

IHGIX vs. VDADX - Dividend Comparison

IHGIX's dividend yield for the trailing twelve months is around 11.65%, more than VDADX's 1.45% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IHGIX Hartford Dividend and Growth Fund Class A	11.65%	12.63%	10.77%	1.65%	5.99%	5.71%	3.43%	7.07%	12.61%	11.64%	4.67%	10.64%
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares	1.45%	1.60%	1.71%	1.86%	1.94%	1.53%	1.61%	1.69%	2.07%	1.88%	2.14%	2.34%

Frequently Asked Questions

Can I hold both IHGIX and VDADX in my portfolio?

With a correlation of 0.90, IHGIX and VDADX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, IHGIX or VDADX?

IHGIX has higher volatility (2.67%) compared to VDADX (2.17%). In terms of maximum drawdown, IHGIX dropped -51.07% vs VDADX's -31.70%.

Which has better risk-adjusted returns?

IHGIX currently has the higher Sharpe Ratio (2.19 vs 1.95), 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.