HFGO vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricHFGOSPYWinner
Expense Ratio0.59%0.09%
AUM$198M$789.1B
Dividend Yield0.00%1.01%
Holdings48505
YTD Return+8.25%+13.10%
1Y Return+14.09%+22.80%
3Y Return (annualized)+23.97%+20.98%
5Y Return (annualized)-+13.20%
Volatility (annualized)22.6%15.3%
Max Drawdown-44.6%-56.5%
Fund FamilyHartford FundsState Street Investment Management
CategoryEquityEquity
InceptionNov 9, 2021Jan 22, 1993

HFGO vs SPY Performance

Hartford Large Cap Growth ETF (HFGO) is a ETF from Hartford Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year HFGO returned +14.09% while SPY returned +22.80%. Year to date, HFGO is up 8.25% versus a gain of 13.10% for SPY.

Over three years, HFGO compounded at +23.97% per year against +20.98% for SPY. Across the full 5-year window we track, HFGO has the edge at +8.99% annualized vs +8.83%. 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 15.3% for SPY. 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 SPY. 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 SPY charges 0.09%. On a $10,000 position that is $59 vs $9 annually, a gap of $50 per year that compounds over a long holding period. On income, HFGO currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

38.7%overlap

HFGO and SPY share 27 holdings out of 523 unique holdings combined, representing a 38.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HFGOWeight in SPYDifference
NVDA15.95%7.31%8.64%
AAPL6.34%7.09%0.75%
GOOGL9.12%3.32%5.80%
MSFTProProPro
AVGOProProPro
AMZNProProPro
LLYProProPro
METAProProPro
TSLAProProPro
GOOGProProPro
See all 10 holdings HFGO shares with SPY
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, HFGO or SPY?

HFGO has an expense ratio of 0.59% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $50 per year of difference.

Which performed better, HFGO or SPY?

Over the past year HFGO returned +14.09% vs +22.80% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (5 years), HFGO annualized +8.99% vs +8.83% for SPY. Past performance does not guarantee future results.

Which is riskier, HFGO or SPY?

HFGO has been the more volatile fund at 22.6% annualized versus 15.3% for SPY. Worst drawdown: HFGO -44.6% vs SPY -56.5%.

Should I hold both HFGO and SPY?

HFGO and SPY 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 SPY?

HFGO and SPY share 27 common holdings with a 38.7% weight overlap. Combined, they hold 523 unique securities.

Which pays a higher dividend, HFGO or SPY?

HFGO yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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