NUGO vs. HGOIX
Compare and contrast key facts about Nuveen Growth Opportunities ETF (NUGO) and The Hartford Growth Opportunities Fund Class I (HGOIX).
NUGO is an actively managed fund by Nuveen. It was launched on Sep 27, 2021. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
NUGO vs. HGOIX - Performance Comparison
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NUGO vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
NUGO Nuveen Growth Opportunities ETF | -9.53% | 14.91% | 35.95% | 45.37% | -32.73% | 7.78% |
HGOIX The Hartford Growth Opportunities Fund Class I | -14.11% | 13.52% | 42.27% | 40.98% | -36.87% | -4.27% |
Returns By Period
In the year-to-date period, NUGO achieves a -9.53% return, which is significantly higher than HGOIX's -14.11% return.
NUGO
- 1D
- 4.41%
- 1M
- -4.94%
- YTD
- -9.53%
- 6M
- -8.50%
- 1Y
- 17.78%
- 3Y*
- 21.81%
- 5Y*
- —
- 10Y*
- —
HGOIX
- 1D
- -1.18%
- 1M
- -8.76%
- YTD
- -14.11%
- 6M
- -13.84%
- 1Y
- 11.06%
- 3Y*
- 19.36%
- 5Y*
- 5.55%
- 10Y*
- 14.20%
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NUGO vs. HGOIX - Expense Ratio Comparison
NUGO has a 0.56% expense ratio, which is lower than HGOIX's 0.82% expense ratio.
Return for Risk
NUGO vs. HGOIX — Risk / Return Rank
NUGO
HGOIX
NUGO vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Growth Opportunities ETF (NUGO) and The Hartford Growth Opportunities Fund Class I (HGOIX). 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.
| NUGO | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.46 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.22 | 0.81 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.11 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 0.46 | +0.57 |
Martin ratioReturn relative to average drawdown | 3.43 | 1.60 | +1.83 |
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
| NUGO | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.46 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.22 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.49 | -0.09 |
Correlation
The correlation between NUGO and HGOIX is 0.95, 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
NUGO vs. HGOIX - Dividend Comparison
NUGO has not paid dividends to shareholders, while HGOIX's dividend yield for the trailing twelve months is around 7.38%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUGO Nuveen Growth Opportunities ETF | 0.00% | 0.00% | 0.00% | 0.19% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HGOIX The Hartford Growth Opportunities Fund Class I | 7.38% | 6.34% | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 8.81% |
Drawdowns
NUGO vs. HGOIX - Drawdown Comparison
The maximum NUGO drawdown since its inception was -38.01%, smaller than the maximum HGOIX drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for NUGO and HGOIX.
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Drawdown Indicators
| NUGO | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.01% | -58.07% | +20.06% |
Max Drawdown (1Y)Largest decline over 1 year | -17.54% | -17.71% | +0.17% |
Max Drawdown (5Y)Largest decline over 5 years | — | -44.99% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.99% | — |
Current DrawdownCurrent decline from peak | -13.90% | -17.71% | +3.81% |
Average DrawdownAverage peak-to-trough decline | -12.41% | -12.07% | -0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.30% | 5.13% | +0.17% |
Volatility
NUGO vs. HGOIX - Volatility Comparison
Nuveen Growth Opportunities ETF (NUGO) has a higher volatility of 7.72% compared to The Hartford Growth Opportunities Fund Class I (HGOIX) at 6.70%. This indicates that NUGO's price experiences larger fluctuations and is considered to be riskier than HGOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NUGO | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.72% | 6.70% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 14.32% | 14.08% | +0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.89% | 23.66% | +0.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.34% | 25.06% | -1.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.34% | 23.33% | +0.01% |