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HSUN vs IVV

Comparison between HARTFORD STRATEGIC INCOME ETF (HSUN, ETF) and ISHARES CORE S&P 500 ETF (IVV, ETF).

HSUN vs IVV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HSUN
N/A
IVV
$798B
Expense Ratio
HSUN
N/A
IVV
0.03%
Max Drawdown
Winner
HSUN
22.06%
IVV
56.51%
Sharpe Ratio
HSUN
0.57
Winner
IVV
1.63
5Y Beta
Winner
HSUN
0.07
IVV
0.97
P/E Ratio
HSUN
N/A
IVV
28.84
Forward P/E
HSUN
N/A
IVV
22.35
5Y Dividends CAGR
HSUN
N/A
IVV
10.70%
5Y EPS CAGR
HSUN
N/A
IVV
25.97%
Debt to Equity
HSUN
N/A
IVV
32.24%
P/S Ratio
HSUN
N/A
IVV
3.70
P/B Ratio
HSUN
N/A
IVV
5.57

HSUN vs IVV - Historical Returns

Returns include dividend reinvestment.

1M
HSUN
-2.57%
Winner
IVV
+1.92%
3M
HSUN
-0.57%
Winner
IVV
+8.53%
6M
HSUN
-0.98%
Winner
IVV
+8.19%
1Y
HSUN
+7.54%
Winner
IVV
+25.86%
5Y(CAGR)
HSUN
N/A
IVV
+13.39%
10Y(CAGR)
HSUN
N/A
IVV
+15.23%
Max(CAGR)
HSUN
+0.30%
Winner
IVV
+8.50%

HSUN vs IVV - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearHSUNIVV
2026N/A+8.26%
2025-1.00%+18.09%
2024+8.41%+25.66%
2023+9.70%+26.88%
2022-12.31%-18.64%
2021-1.57%+30.55%
2020N/A+17.28%
2019N/A+31.02%
2018N/A-5.17%
2017N/A+20.91%
2016N/A+13.75%
2015N/A+1.36%
2014N/A+14.58%
2013N/A+29.15%
2012N/A+14.19%
2011N/A+0.84%
2010N/A+13.22%
2009N/A+22.60%
2008N/A-36.23%
2007N/A+5.58%
2006N/A+13.97%
2005N/A+5.34%
2004N/A+10.66%
2003N/A+24.06%
2002N/A-22.34%
2001N/A-10.16%
2000N/A-6.05%

HSUN vs IVV Drawdown Comparison

The maximum drawdown for HSUN was -19.34%, occurring on Oct 20, 2022. Recovery took 727 trading sessions.

The maximum drawdown for IVV was -55.25%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current HSUN drawdown is -3.81%. The current IVV drawdown is -2.90%.

RankHSUNIVV
#1-19.34%
Sep 22, 2021 - Aug 14, 2024
-55.25%
Oct 9, 2007 - Aug 16, 2012
#2-4.37%
Feb 28, 2025 - Apr 11, 2025
-47.28%
Aug 31, 2000 - Oct 25, 2006
#3-2.01%
Sep 27, 2024 - Jan 27, 2025
-33.90%
Feb 19, 2020 - Aug 10, 2020
#4-0.52%
Feb 5, 2025 - Feb 14, 2025
-24.52%
Jan 3, 2022 - Dec 13, 2023
#5-0.40%
Aug 21, 2024 - Aug 23, 2024
-19.37%
Sep 20, 2018 - Apr 12, 2019
#6-0.29%
Feb 26, 2025 - Feb 28, 2025
-18.75%
Feb 19, 2025 - Jun 26, 2025
#7-0.22%
Sep 17, 2024 - Sep 20, 2024
-12.99%
Jul 20, 2015 - Apr 18, 2016
#8-0.20%
Sep 20, 2024 - Sep 27, 2024
-10.06%
Jan 26, 2018 - Jul 25, 2018
#9-0.20%
Aug 27, 2024 - Sep 3, 2024
-9.46%
Sep 2, 2020 - Nov 11, 2020
#10-0.18%
Jan 30, 2025 - Feb 4, 2025
-9.00%
Jul 19, 2007 - Oct 5, 2007
#11-0.16%
Aug 14, 2024 - Aug 16, 2024
-8.89%
Jan 28, 2026 - Apr 14, 2026
#12-0.09%
Feb 14, 2025 - Feb 20, 2025
-8.41%
Jul 16, 2024 - Sep 19, 2024
#13-0.06%
Sep 6, 2024 - Sep 10, 2024
-7.34%
Sep 14, 2012 - Jan 2, 2013
#14-0.04%
Sep 10, 2024 - Sep 13, 2024
-7.29%
Sep 18, 2014 - Oct 31, 2014
#15-0.03%
Jan 27, 2025 - Jan 30, 2025
-6.63%
May 3, 2019 - Jun 20, 2019

Correlation

Correlation between HSUN and IVV is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2000 - 2026)

HSUN vs IVV dividend yield comparison.

YearHSUNIVV
20260.00%0.24%
20251.37%1.17%
20246.51%1.30%
20235.76%1.44%
20224.87%1.66%
20210.71%1.20%
20200.00%1.57%
20190.00%1.85%
20180.00%2.21%
20170.00%1.75%
20160.00%2.01%
20150.00%2.27%
20140.00%1.83%
20130.00%1.80%
20120.00%2.10%
20110.00%2.07%
20100.00%1.77%
20090.00%1.93%
20080.00%2.95%
20070.00%1.90%
20060.00%1.67%
20050.00%1.72%
20040.00%1.74%
20030.00%1.47%
20020.00%1.68%
20010.00%1.16%
20000.00%0.64%

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