CAML vs HFGO
Congress Large Cap Growth ETF vs Hartford Large Cap Growth ETF
Which is better, CAML or HFGO?
HFGO has been ahead.
HFGO has a lower expense ratio. HFGO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.93. CAML is less concentrated, with 45.7% of the fund in its ten largest positions against 61.2%.
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 | CAML | HFGO |
|---|---|---|
| Expense Ratio | 0.65% | 0.59%Best |
| AUM | $394M | $186M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 39 | 48 |
| YTD Return | +6.09% | +8.71%Best |
| 1Y Return | +5.81% | +10.28%Best |
| 3Y Return (annualized) | +16.98% | +25.71%Best |
| 5Y Return (annualized) | - | +8.72% |
| Volatility (annualized) | 14.6%Best | 19.2% |
| Max Drawdown | -21.1%Best | -25.2% |
| $10,000 over 3.1 years | $16,123 | $19,539Best |
| Top 10 Weight | 45.7%Best | 61.2% |
| Fund Family | Congress Asset Management Company | Hartford Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Aug 22, 2023 | Nov 9, 2021 |
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Aug 22, 2023 to Oct 14, 2026 (3.1 years).
CAML vs HFGO 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 3.1 years both funds cover.
CAML vs HFGO Performance
Congress Large Cap Growth ETF (CAML) is an ETF from Congress Asset Management Company and Hartford Large Cap Growth ETF (HFGO) is an ETF from Hartford Funds. Over the past year CAML returned +5.81% while HFGO returned +10.28%. Year to date, CAML is up 6.09% versus a gain of 8.71% for HFGO.
Over three years, CAML compounded at +16.98% per year against +25.71% for HFGO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HFGO has been the more volatile fund, with annualized monthly volatility of 19.2% compared with 14.6% for CAML. 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 -21.1% for CAML and -25.2% for HFGO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
CAML charges 0.65% per year while HFGO charges 0.59%. On a $10,000 position that is $65 vs $59 annually, a gap of $6 per year that compounds over a long holding period. On income, CAML currently yields 0.00% against 0.00% for HFGO.
Holdings Overlap
50.3% of CAML's money is in holdings HFGO also owns. 63.6% of HFGO's money is in holdings CAML also owns.
The two portfolios partly overlap.
14 positions in common, counted across the 38 positions we hold weights for in CAML and 46 in HFGO, against full books of 39 and 48.
What only one of them owns
Our book lists 27 positions for HFGO that do not appear in our book for CAML (29.6% of the fund), and 21 for CAML that do not appear in HFGO (43.5%).
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 CAML | Weight in HFGO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.44% | 16.55% | 8.11% |
| GOOGLAlphabet Inc | 5.48% | 9.88% | 4.40% |
| MSFTMicrosoft Corp | 6.03% | 5.33% | 0.70% |
| AAPLApple, Inc | 6.20% | 4.81% | 1.39% |
| AVGOBroadcom Inc | 4.22% | 5.41% | 1.19% |
| METAMeta Platforms Inc | 3.10% | 4.54% | 1.44% |
| AMZNAmazon.Com Inc | 2.82% | 4.50% | 1.68% |
| ANETArista Networks Inc Common Stock | 3.41% | 2.85% | 0.56% |
| LLYEli Lilly & Co. | 1.83% | 3.82% | 1.99% |
| PLTRPalantir Technologies Inc | 1.73% | 2.07% | 0.34% |
63.6% of HFGO is already inside CAML.
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, CAML or HFGO?
CAML has an expense ratio of 0.65% while HFGO charges 0.59%. HFGO is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, CAML or HFGO?
Over the past year CAML returned +5.81% vs +10.28% for HFGO, so HFGO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CAML or HFGO?
HFGO has been the more volatile fund at 19.2% annualized versus 14.6% for CAML. Worst drawdown: CAML -21.1% vs HFGO -25.2%.
Should I hold both CAML and HFGO?
CAML and HFGO have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between CAML and HFGO?
63.6% of HFGO's money is in holdings CAML also owns. 63.6% of HFGO's is in holdings CAML also owns. They hold 14 positions in common, counted across the 38 positions we hold weights for in CAML and 46 in HFGO.
Which pays a higher dividend, CAML or HFGO?
CAML yields 0.00% while HFGO yields 0.00%, so CAML currently pays the higher dividend yield.
Is HFGO better than CAML?
HFGO has a lower expense ratio. HFGO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.93. CAML is less concentrated, with 45.7% of the fund in its ten largest positions against 61.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.