HQGO vs VYM
Hartford US Quality Growth ETF vs Vanguard High Dividend Yield ETF
Which is better, HQGO or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. HQGO led over the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 37.7%.
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
| Metric | HQGO | VYM |
|---|---|---|
| Expense Ratio | 0.34% | 0.04%Best |
| AUM | $50M | $81.6B |
| Dividend Yield | 0.45% | 2.22% |
| Holdings | 164 | 613 |
| YTD Return | +11.44% | +12.29%Best |
| 1Y Return | +14.23% | +16.61%Best |
| 3Y Return (annualized) | - | +17.42% |
| 5Y Return (annualized) | - | +12.12% |
| Volatility (annualized) | 12.8% | 10.2%Best |
| Max Drawdown | -20.9% | -14.5%Best |
| $10,000 over 2.8 years | $17,069Best | $16,252 |
| Top 10 Weight | 37.7% | 26.1%Best |
| Fund Family | Hartford Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Dec 5, 2023 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 6, 2023 to Sep 17, 2026 (2.8 years).
HQGO vs VYM 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 2.8 years both funds cover.
HQGO vs VYM Performance
Hartford US Quality Growth ETF (HQGO) is an ETF from Hartford Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year HQGO returned +14.23% while VYM returned +16.61%. Year to date, HQGO is up 11.44% versus a gain of 12.29% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HQGO has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 10.2% for VYM. 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 -20.9% for HQGO and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
HQGO charges 0.34% per year while VYM charges 0.04%. On a $10,000 position that is $34 vs $4 annually, a gap of $30 per year that compounds over a long holding period. On income, HQGO currently yields 0.45% against 2.22% for VYM.
Holdings Overlap
25.3% of HQGO's money is in holdings VYM also owns. 35.5% of VYM's money is in holdings HQGO also owns.
The two portfolios partly overlap.
61 positions in common, counted across the 161 positions we hold weights for in HQGO and 557 in VYM, against full books of 164 and 613.
What only one of them owns
Our book lists 467 positions for VYM that do not appear in our book for HQGO (61.6% of the fund), and 99 for HQGO that do not appear in VYM (74.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in HQGO | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 3.33% | 7.35% | 4.02% |
| JPMJpmorgan Chase | 2.09% | 3.82% | 1.73% |
| XOMExxon Mobil Corp. | 1.80% | 2.63% | 0.83% |
| JNJJohnson & Johnson - Common | 1.86% | 2.51% | 0.65% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.50% | 1.86% | 1.36% |
| ABBVAbbvie Inc. | 0.17% | 1.80% | 1.63% |
| MRKMerck & Company Inc | 0.62% | 1.31% | 0.69% |
| HDHome Depot Inc/The | 0.37% | 1.34% | 0.97% |
| QCOMQualcomm Inc. | 0.96% | 0.63% | 0.33% |
| TXNTexas Instrument Inc | 0.38% | 1.02% | 0.64% |
35.5% of VYM is already inside HQGO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HQGO or VYM?
HQGO has an expense ratio of 0.34% while VYM charges 0.04%. VYM is the cheaper option, by $30 a year on a $10,000 investment.
Which performed better, HQGO or VYM?
Over the past year HQGO returned +14.23% vs +16.61% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HQGO or VYM?
HQGO has been the more volatile fund at 12.8% annualized versus 10.2% for VYM. Worst drawdown: HQGO -20.9% vs VYM -14.5%.
Should I hold both HQGO and VYM?
HQGO and VYM have a monthly-return correlation of 0.66, 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 HQGO and VYM?
35.5% of VYM's money is in holdings HQGO also owns. 35.5% of VYM's is in holdings HQGO also owns. They hold 61 positions in common, counted across the 161 positions we hold weights for in HQGO and 557 in VYM.
Which pays a higher dividend, HQGO or VYM?
HQGO yields 0.45% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than HQGO?
VYM has a lower expense ratio. HQGO led over the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 37.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.