IHGIX vs. VHYAX

Last updated Jun 4, 2026

IHGIX (Hartford Dividend and Growth Fund Class A) and VHYAX (Vanguard High Dividend Yield Index Fund Admiral Shares) are both mutual funds - IHGIX is a Dividend fund actively managed by Hartford, while VHYAX is a Large Cap Value Equities fund managed by Vanguard. Over the past 5 years, IHGIX returned 10.53%/yr vs 11.62%/yr for VHYAX. Their correlation of 0.94 suggests significant overlap in exposure. IHGIX charges 0.96%/yr vs 0.08%/yr for VHYAX.

Performance

IHGIX vs. VHYAX - 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 High Dividend Yield Index Fund Admiral Shares (VHYAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IHGIX achieves a 8.85% return, which is significantly lower than VHYAX's 12.92% return.

IHGIX

• 1D: 0.16%
• 1M: 4.03%
• YTD: 8.85%
• 6M: 9.80%
• 1Y: 24.10%
• 3Y*: 15.96%
• 5Y*: 10.53%
• 10Y*: 12.89%

VHYAX

• 1D: 1.21%
• 1M: 3.83%
• YTD: 12.92%
• 6M: 12.47%
• 1Y: 26.66%
• 3Y*: 19.01%
• 5Y*: 11.62%
• 10Y*: —

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

IHGIX vs. VHYAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
IHGIX Hartford Dividend and Growth Fund Class A	8.85%	16.86%	12.19%	13.81%	-8.88%	30.97%	7.64%	23.52%
VHYAX Vanguard High Dividend Yield Index Fund Admiral Shares	12.92%	15.39%	17.39%	6.68%	-0.45%	26.08%	1.06%	16.67%

Correlation

The correlation between IHGIX and VHYAX is 0.88, 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	0.88
Correlation (3Y) Calculated over the trailing 3-year period	0.91
Correlation (5Y) Calculated over the trailing 5-year period	0.93
Correlation (All Time) Calculated using the full available price history since Feb 8, 2019	0.94

The correlation between IHGIX and VHYAX has been stable across timeframes, ranging from 0.88 to 0.94 - a consistent structural relationship.

Return for Risk

IHGIX vs. VHYAX — Risk / Return Rank

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

IHGIX

IHGIX Risk / Return Rank: 61
IHGIX Sharpe Ratio Rank: 60
IHGIX Sortino Ratio Rank: 57
IHGIX Omega Ratio Rank: 54
IHGIX Calmar Ratio Rank: 63
IHGIX Martin Ratio Rank: 68

VHYAX

VHYAX Risk / Return Rank: 81
VHYAX Sharpe Ratio Rank: 84
VHYAX Sortino Ratio Rank: 81
VHYAX Omega Ratio Rank: 74
VHYAX Calmar Ratio Rank: 86
VHYAX Martin Ratio Rank: 83

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. VHYAX - 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 High Dividend Yield Index Fund Admiral Shares (VHYAX). 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	VHYAX	Difference
Sharpe ratio: Return per unit of total volatility	2.29	2.69	-0.40
Sortino ratio: Return per unit of downside risk	3.21	3.82	-0.61
Omega ratio: Gain probability vs. loss probability	1.41	1.49	-0.08
Calmar ratio: Return relative to maximum drawdown	3.06	4.11	-1.05
Martin ratio: Return relative to average drawdown	13.21	15.57	-2.36
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. VHYAX - Sharpe Ratio Comparison

The current IHGIX Sharpe Ratio is 2.29, which is comparable to the VHYAX Sharpe Ratio of 2.69. The chart below compares the historical Sharpe Ratios of IHGIX and VHYAX, 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	VHYAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.29	2.69	-0.40
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.75	0.83	-0.08
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.78	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.57	0.72	-0.15

Drawdowns

IHGIX vs. VHYAX - Drawdown Comparison

The maximum IHGIX drawdown since its inception was -51.07%, which is greater than VHYAX's maximum drawdown of -35.14%. Use the drawdown chart below to compare losses from any high point for IHGIX and VHYAX.

Drawdown Indicators

	IHGIX	VHYAX	Difference
Max Drawdown Largest peak-to-trough decline	-51.07%	-35.14%	-15.93%
Max Drawdown (1Y) Largest decline over 1 year	-8.00%	-6.75%	-1.25%
Max Drawdown (3Y) Largest decline over 3 years	-13.77%	-14.42%	+0.65%
Max Drawdown (5Y) Largest decline over 5 years	-18.97%	-15.87%	-3.10%
Max Drawdown (10Y) Largest decline over 10 years	-34.99%	—	—
Current Drawdown Current decline from peak	-0.27%	0.00%	-0.27%
Average Drawdown Average peak-to-trough decline	-6.04%	-3.77%	-2.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.85%	1.78%	+0.07%

Volatility

IHGIX vs. VHYAX - Volatility Comparison

The current volatility for Hartford Dividend and Growth Fund Class A (IHGIX) is 2.64%, while Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX) has a volatility of 2.93%. This indicates that IHGIX experiences smaller price fluctuations and is considered to be less risky than VHYAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IHGIX	VHYAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.64%	2.93%	-0.29%
Volatility (6M) Calculated over the trailing 6-month period	8.06%	7.76%	+0.30%
Volatility (1Y) Calculated over the trailing 1-year period	10.70%	10.31%	+0.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.03%	14.00%	+0.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.62%	17.97%	-1.35%

IHGIX vs. VHYAX - Expense Ratio Comparison

IHGIX has a 0.96% expense ratio, which is higher than VHYAX's 0.08% expense ratio.

Dividends

IHGIX vs. VHYAX - Dividend Comparison

IHGIX's dividend yield for the trailing twelve months is around 11.57%, more than VHYAX's 2.16% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IHGIX Hartford Dividend and Growth Fund Class A	11.57%	12.63%	10.77%	1.65%	5.99%	5.71%	3.43%	7.07%	12.61%	11.64%	4.67%	10.64%
VHYAX Vanguard High Dividend Yield Index Fund Admiral Shares	2.16%	2.42%	2.72%	3.09%	2.98%	2.74%	3.16%	3.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both IHGIX and VHYAX in my portfolio?

IHGIX and VHYAX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IHGIX or VHYAX?

VHYAX has higher volatility (2.93%) compared to IHGIX (2.64%). In terms of maximum drawdown, IHGIX dropped -51.07% vs VHYAX's -35.14%.

Which has better risk-adjusted returns?

VHYAX currently has the higher Sharpe Ratio (2.69 vs 2.29), 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.