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HFGO vs IWO

Hartford Large Cap Growth ETF vs iShares Russell 2000 Growth ETF

HFGO

Hartford Large Cap Growth ETF

Hartford Mutual Funds

Annual cost

0.59%

Fund size

$181M

IWO

iShares Russell 2000 Growth ETF

iShares

Annual cost

0.24%

Fund size

$13.9B

Key differences

  • IWO costs 0.35% less per year.
  • IWO is significantly larger than HFGO — larger funds tend to be more liquid and less likely to close.
  • HFGO follows a active selection strategy; IWO uses index tracking.
  • Over the last 3 years, HFGO has delivered higher annualized returns.
  • IWO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HFGOIWO
Annual cost (TER)0.59%0.24%
Fund size (AUM)$181M$13.9B
Since20212000
Dividend yield0.00%0.42%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+28.7%+40.1%
CAGR 3Y+27.5%+18.8%
CAGR 5YN/A+5.9%
Sharpe 3Y1.070.72
Volatility 1Y17.94%21.33%
Max drawdown-44.64%-42.01%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to HFGO and IWO