HFGO vs VXUS

HFGO vs VXUS

Which is better, HFGO or VXUS?

Large Cap Growth against Large Cap Blend.

VXUS has a lower expense ratio. HFGO led over 3Y, VXUS over 1Y and the full window.

Lower Fees: VXUSHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricHFGOVXUS
Expense Ratio0.59%0.05%Best
AUM$199M$158.1B
Dividend Yield0.00%2.51%
Holdings498,747
YTD Return+6.86%+13.03%Best
1Y Return+6.98%+20.20%Best
3Y Return (annualized)+24.31%Best+19.23%
5Y Return (annualized)-+8.73%
Volatility (annualized)22.4%15.2%Best
Max Drawdown-44.6%-28.8%Best
$10,000 over 4.8 years$14,787$15,284Best
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionNov 9, 2021Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.8 years row, are measured over the window both funds cover: Nov 10, 2021 to Sep 14, 2026 (4.8 years).

HFGO vs VXUS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.8 years both funds cover.

HFGO vs VXUS Performance

Hartford Large Cap Growth ETF (HFGO) is an ETF from Hartford Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year HFGO returned +6.98% while VXUS returned +20.20%. Year to date, HFGO is up 6.86% versus a gain of 13.03% for VXUS.

Over three years, HFGO compounded at +24.31% per year against +19.23% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HFGO has been the more volatile fund, with annualized monthly volatility of 22.4% compared with 15.2% for VXUS. 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 -28.8% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.

Fees and Cost Over Time

HFGO charges 0.59% per year while VXUS charges 0.05%. On a $10,000 position that is $59 vs $5 annually, a gap of $54 per year that compounds over a long holding period. On income, HFGO currently yields 0.00% against 2.51% for VXUS.

Holdings Overlap

HFGO already in VXUS3.2%

At least 3.2% of HFGO's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

HFGO and VXUS share little of their money.

3 positions in common, counted across the 46 positions we hold weights for in HFGO and 8,082 in VXUS, against full books of 49 and 8,747.

Top Shared Holdings

StockWeight in HFGOWeight in VXUSDifference
SHOP:CAShopify Inc1.58%0.32%1.26%
CLS:CACelestica Inc. Common Stock1.09%0.08%1.01%
CCO:CACameco Corporation Com Npv0.49%0.08%0.41%

You are not choosing between two funds in isolation.

Whichever of HFGO and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

HFGOVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HFGO or VXUS?

HFGO has an expense ratio of 0.59% while VXUS charges 0.05%. VXUS is the cheaper option, by $54 a year on a $10,000 investment.

Which performed better, HFGO or VXUS?

Over the past year HFGO returned +6.98% vs +20.20% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HFGO or VXUS?

HFGO has been the more volatile fund at 22.4% annualized versus 15.2% for VXUS. Worst drawdown: HFGO -44.6% vs VXUS -28.8%.

Should I hold both HFGO and VXUS?

HFGO and VXUS have a monthly-return correlation of 0.64, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between HFGO and VXUS?

At least 3.2% of HFGO's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 46 positions we hold weights for in HFGO and 8,082 in VXUS.

Which pays a higher dividend, HFGO or VXUS?

HFGO yields 0.00% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than HFGO?

VXUS has a lower expense ratio. HFGO led over 3Y, VXUS over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.