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HFGO vs SPY

Comparison between HARTFORD LARGE CAP GROWTH ETF (HFGO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HFGO, delivering a return of +13.3% compared to +9.0%

HFGO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HFGO
$181M
Winner
SPY
$735B
Expense Ratio
HFGO
0.59%
Winner
SPY
0.09%
Max Drawdown
Winner
HFGO
44.64%
SPY
56.47%
Sharpe Ratio
HFGO
1.03
Winner
SPY
1.62
5Y Beta
HFGO
1.29
Winner
SPY
1.00
P/E Ratio
HFGO
44.08
Winner
SPY
28.99
Forward P/E
HFGO
25.15
Winner
SPY
22.37
5Y Dividends CAGR
HFGO
N/A
SPY
5.43%
5Y EPS CAGR
Winner
HFGO
40.55%
SPY
26.05%
Debt to Equity
HFGO
34.33%
Winner
SPY
32.40%
P/S Ratio
HFGO
8.67
Winner
SPY
3.74
P/B Ratio
HFGO
12.26
Winner
SPY
5.61

HFGO vs SPY - Holdings Comparison

HFGO and SPY have 25 common holdings. Overlap is 39.64%

HFGO's top 25 holdings weight is 89.21%. SPY's top 25 holdings weight is 52.37%.

RankHFGOSPY
#1
NVIDIA CORP (NVDA) - 15.00%
NVIDIA CORP (NVDA) - 8.10%
#2
APPLE INC (AAPL) - 8.34%
APPLE INC (AAPL) - 7.02%
#3
ALPHABET INC CLASS A (GOOGL) - 8.18%
MICROSOFT CORP (MSFT) - 4.79%
#4
BROADCOM INC (AVGO) - 7.31%
AMAZON.COM INC (AMZN) - 4.02%
#5
AMAZON.COM INC (AMZN) - 7.30%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
MICROSOFT CORP (MSFT) - 5.33%
BROADCOM INC (AVGO) - 3.10%
#7
META PLATFORMS INC CLASS A (META) - 3.96%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
ELI LILLY AND CO (LLY) - 3.93%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
ARM HOLDINGS PLC ADR (ARM) - 3.24%
TESLA INC (TSLA) - 1.89%
#10
NETFLIX INC (NFLX) - 3.13%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
TESLA INC (TSLA) - 2.44%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 2.15%
ELI LILLY AND CO (LLY) - 1.31%
#13
FLEX LTD (FLEX) - 1.97%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
ECHOSTAR CORP CLASS A (SATS) - 1.87%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
CORNING INC (GLW) - 1.85%
EXXON MOBIL CORP (XOM) - 0.97%
#16
SANDISK CORP ORDINARY SHARES (SNDK) - 1.80%
INTEL CORP (INTC) - 0.90%
#17
SPOTIFY TECHNOLOGY SA (SPOT) - 1.77%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
ARISTA NETWORKS INC (ANET) - 1.53%
VISA INC CLASS A (V) - 0.85%
#19
NATERA INC (NTRA) - 1.44%
WALMART INC (WMT) - 0.81%
#20
US DOLLAR (n/a) - 1.43%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
VERTIV HOLDINGS CO CLASS A (VRT) - 1.27%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
CELESTICA INC ORDINARY SHARES (SUBORDINATE VOTING) (CLS) - 1.17%
CATERPILLAR INC (CAT) - 0.66%
#23
AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.96%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
MICRON TECHNOLOGY INC (MU) - 0.92%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
CLOUDFLARE INC (NET) - 0.92%
ABBVIE INC (ABBV) - 0.58%
Total Holdings45505

HFGO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HFGO
+2.83%
SPY
+1.90%
3M
Winner
HFGO
+12.38%
SPY
+8.55%
6M
HFGO
+4.20%
Winner
SPY
+8.18%
1Y
HFGO
+23.67%
Winner
SPY
+25.79%
5Y(CAGR)
HFGO
+8.96%
Winner
SPY
+13.32%
10Y(CAGR)
HFGO
N/A
SPY
+15.19%
Max(CAGR)
Winner
HFGO
+8.96%
SPY
+8.47%

HFGO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHFGOSPY
2026+6.57%+8.26%
2025+15.10%+18.00%
2024+43.61%+25.59%
2023+43.07%+26.72%
2022-37.43%-18.64%
2021-5.15%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

HFGO vs SPY Drawdown Comparison

The maximum drawdown for HFGO was -44.64%, occurring on Jun 16, 2022. Recovery took 635 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current HFGO drawdown is -5.92%. The current SPY drawdown is -2.90%.

RankHFGOSPY
#1-44.64%
Nov 16, 2021 - May 29, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-25.19%
Jan 23, 2025 - Jul 3, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-18.29%
Oct 29, 2025 - May 6, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-14.24%
Jul 10, 2024 - Oct 9, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.92%
Jun 1, 2026 - Jun 5, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.89%
Dec 16, 2024 - Jan 22, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.60%
Sep 22, 2025 - Oct 27, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.52%
Oct 29, 2024 - Nov 6, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.13%
May 14, 2026 - May 28, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.60%
Nov 13, 2024 - Nov 26, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.47%
Jul 30, 2025 - Aug 6, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.40%
Aug 14, 2025 - Aug 28, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.27%
Jun 20, 2024 - Jul 3, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.24%
May 29, 2024 - Jun 5, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.13%
Aug 28, 2025 - Sep 8, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HFGO and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

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