CAML vs HQGO
Congress Large Cap Growth ETF vs Hartford US Quality Growth ETF
Which is better, CAML or HQGO?
Nearly the same fund. HQGO costs less.
HQGO has a lower expense ratio. HQGO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.95. HQGO is less concentrated, with 38.1% of the fund in its ten largest positions against 45.7%.
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 | HQGO |
|---|---|---|
| Expense Ratio | 0.65% | 0.34%Best |
| AUM | $394M | $3M |
| Dividend Yield | 0.00% | 0.51% |
| Holdings | 39 | 192 |
| YTD Return | +6.09% | +12.84%Best |
| 1Y Return | +5.81% | +15.94%Best |
| 3Y Return (annualized) | +16.98% | - |
| Volatility (annualized) | 13.9% | 12.6%Best |
| Max Drawdown | -21.1% | -20.9%Best |
| $10,000 over 2.9 years | $15,487 | $17,373Best |
| Top 10 Weight | 45.7% | 38.1%Best |
| Fund Family | Congress Asset Management Company | Hartford Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Aug 22, 2023 | Dec 5, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Dec 6, 2023 to Oct 14, 2026 (2.9 years).
CAML vs HQGO 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 2.9 years both funds cover.
CAML vs HQGO Performance
Congress Large Cap Growth ETF (CAML) is an ETF from Congress Asset Management Company and Hartford US Quality Growth ETF (HQGO) is an ETF from Hartford Funds. Over the past year CAML returned +5.81% while HQGO returned +15.94%. Year to date, CAML is up 6.09% versus a gain of 12.84% for HQGO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CAML has been the more volatile fund, with annualized monthly volatility of 13.9% compared with 12.6% for HQGO. 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 -20.9% for HQGO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.95. 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 HQGO charges 0.34%. On a $10,000 position that is $65 vs $34 annually, a gap of $31 per year that compounds over a long holding period. On income, CAML currently yields 0.00% against 0.51% for HQGO.
Holdings Overlap
67.3% of CAML's money is in holdings HQGO also owns. 41.7% of HQGO's money is in holdings CAML also owns.
The two portfolios partly overlap.
22 positions in common, counted across the 38 positions we hold weights for in CAML and 190 in HQGO, against full books of 39 and 192.
What only one of them owns
Our book lists 166 positions for HQGO that do not appear in our book for CAML (58.1% of the fund), and 12 for CAML that do not appear in HQGO (24.3%).
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 HQGO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.44% | 5.49% | 2.95% |
| AAPLApple, Inc | 6.20% | 5.37% | 0.83% |
| MSFTMicrosoft Corp | 6.03% | 4.71% | 1.32% |
| GOOGLAlphabet Inc | 5.48% | 4.82% | 0.66% |
| AVGOBroadcom Inc | 4.22% | 3.36% | 0.86% |
| AMZNAmazon.Com Inc | 2.82% | 4.33% | 1.51% |
| METAMeta Platforms Inc | 3.10% | 3.11% | 0.01% |
| MUMicron Technology, Inc. | 2.41% | 2.27% | 0.14% |
| LLYEli Lilly & Co. | 1.83% | 2.00% | 0.17% |
| ANETArista Networks Inc Common Stock | 3.41% | 0.18% | 3.23% |
67.3% of CAML is already inside HQGO.
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 HQGO?
CAML has an expense ratio of 0.65% while HQGO charges 0.34%. HQGO is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, CAML or HQGO?
Over the past year CAML returned +5.81% vs +15.94% for HQGO, so HQGO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CAML or HQGO?
CAML has been the more volatile fund at 13.9% annualized versus 12.6% for HQGO. Worst drawdown: CAML -21.1% vs HQGO -20.9%.
Should I hold both CAML and HQGO?
CAML and HQGO have a monthly-return correlation of 0.95, 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 HQGO?
67.3% of CAML's money is in holdings HQGO also owns. 41.7% of HQGO's is in holdings CAML also owns. They hold 22 positions in common, counted across the 38 positions we hold weights for in CAML and 190 in HQGO.
Which pays a higher dividend, CAML or HQGO?
CAML yields 0.00% while HQGO yields 0.51%, so HQGO currently pays the higher dividend yield.
Is HQGO better than CAML?
HQGO has a lower expense ratio. HQGO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.95. HQGO is less concentrated, with 38.1% of the fund in its ten largest positions against 45.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.