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HFGO vs IWY

Hartford Large Cap Growth ETF vs iShares Russell Top 200 Growth ETF

HFGO

Hartford Large Cap Growth ETF

Hartford Mutual Funds

Annual cost

0.59%

Fund size

$181M

IWY

iShares Russell Top 200 Growth ETF

iShares

Annual cost

0.20%

Fund size

$16.5B

Key differences

  • IWY costs 0.39% less per year.
  • IWY is significantly larger than HFGO — larger funds tend to be more liquid and less likely to close.
  • HFGO follows a active selection strategy; IWY uses index tracking.
  • IWY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HFGOIWY
Annual cost (TER)0.59%0.20%
Fund size (AUM)$181M$16.5B
Since20212009
Dividend yield0.00%0.35%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+28.7%+28.6%
CAGR 3Y+27.5%+27.2%
CAGR 5YN/A+16.7%
Sharpe 3Y1.071.16
Volatility 1Y17.94%15.63%
Max drawdown-44.64%-32.68%

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

Similar to HFGO and IWY