HFGO vs IVV
HFGO vs IVV
Hartford Large Cap Growth ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | HFGO | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $198M | $865.2B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 48 | 508 | |
| YTD Return | +8.25% | +13.13% | |
| 1Y Return | +14.09% | +22.90% | |
| 3Y Return (annualized) | +23.97% | +21.08% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 22.6% | 15.1% | |
| Max Drawdown | -44.6% | -56.5% | |
| Fund Family | Hartford Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Nov 9, 2021 | May 15, 2000 |
HFGO vs IVV Performance
Hartford Large Cap Growth ETF (HFGO) is a ETF from Hartford Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HFGO returned +14.09% while IVV returned +22.90%. Year to date, HFGO is up 8.25% versus a gain of 13.13% for IVV.
Over three years, HFGO compounded at +23.97% per year against +21.08% for IVV. Across the full 5-year window we track, HFGO has the edge at +8.99% annualized vs +7.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HFGO has been the more volatile fund, with annualized monthly volatility of 22.6% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -44.6% for HFGO and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
HFGO charges 0.59% per year while IVV charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, HFGO currently yields 0.00% against 1.09% for IVV.
Holdings Overlap
HFGO and IVV share 27 holdings out of 525 unique holdings combined, representing a 38.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in HFGO | Weight in IVV | Difference |
|---|---|---|---|
| NVDA | 15.95% | 7.76% | 8.19% |
| AAPL | 6.34% | 7.44% | 1.10% |
| GOOGL | 9.12% | 3.15% | 5.97% |
| MSFT | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
See all 10 holdings HFGO shares with IVV Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, HFGO or IVV?
HFGO has an expense ratio of 0.59% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, HFGO or IVV?
Over the past year HFGO returned +14.09% vs +22.90% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (5 years), HFGO annualized +8.99% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, HFGO or IVV?
HFGO has been the more volatile fund at 22.6% annualized versus 15.1% for IVV. Worst drawdown: HFGO -44.6% vs IVV -56.5%.
Should I hold both HFGO and IVV?
HFGO and IVV have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between HFGO and IVV?
HFGO and IVV share 27 common holdings with a 38.9% weight overlap. Combined, they hold 525 unique securities.
Which pays a higher dividend, HFGO or IVV?
HFGO yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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