FFOG vs HQGO

FFOG vs HQGO

Which is better, FFOG or HQGO?

Each has led over a different period.

HQGO has a lower expense ratio. FFOG led over the full window, HQGO over 1Y. HQGO is less concentrated, with 38.1% of the fund in its ten largest positions against 55.5%.

Lower Fees: HQGOHigher Returns: splitLess Concentrated: HQGO

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

MetricFFOGHQGO
Expense Ratio0.41%0.34%Best
AUM$386M$3M
Dividend Yield0.00%0.51%
Holdings43192
YTD Return+8.34%+12.84%Best
1Y Return+7.46%+15.94%Best
3Y Return (annualized)+25.71%-
Volatility (annualized)20.3%12.6%Best
Max Drawdown-25.4%-20.9%Best
$10,000 over 2.9 years$18,722Best$17,373
Top 10 Weight55.5%38.1%Best
Fund FamilyFranklin Templeton Investments (US)Hartford Funds
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionNov 6, 2023Dec 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).

FFOG 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.

Compare FFOG against instead:FFOG vs SPYFFOG vs QQQFFOG vs VOOFFOG vs VTIHQGO against:HQGO vs VXUS

FFOG vs HQGO Performance

Franklin Focused Dynamic Growth ETF (FFOG) is an ETF from Franklin Templeton Investments (US) and Hartford US Quality Growth ETF (HQGO) is an ETF from Hartford Funds. Over the past year FFOG returned +7.46% while HQGO returned +15.94%. Year to date, FFOG is up 8.34% versus a gain of 12.84% for HQGO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FFOG has been the more volatile fund, with annualized monthly volatility of 20.3% 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 -25.4% for FFOG 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FFOG charges 0.41% per year while HQGO charges 0.34%. On a $10,000 position that is $41 vs $34 annually, a gap of $7 per year that compounds over a long holding period. On income, FFOG currently yields 0.00% against 0.51% for HQGO.

Holdings Overlap

FFOG already in HQGO70.0%
HQGO already in FFOG43.4%

70.0% of FFOG's money is in holdings HQGO also owns. 43.4% of HQGO's money is in holdings FFOG also owns.

The two portfolios partly overlap.

21 positions in common, counted across the 41 positions we hold weights for in FFOG and 190 in HQGO, against full books of 43 and 192.

What only one of them owns

Our book lists 167 positions for HQGO that do not appear in our book for FFOG (56.4% of the fund), and 11 for FFOG that do not appear in HQGO (14.2%).

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

StockWeight in FFOGWeight in HQGODifference
NVDANvidia Corp10.05%5.49%4.56%
AMZNAmazon.Com Inc8.49%4.33%4.16%
GOOGLAlphabet Inc7.96%4.82%3.14%
AAPLApple, Inc5.50%5.37%0.13%
MSFTMicrosoft Corp3.90%4.71%0.81%
METAMeta Platforms Inc4.98%3.11%1.87%
AVGOBroadcom Inc3.45%3.36%0.09%
AMDAdvanced Micro Devices Inc2.79%2.59%0.20%
SNDKVSandisk Corp.3.92%0.82%3.10%
LLYEli Lilly & Co.2.01%2.00%0.01%

70.0% of FFOG 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.

FFOGHQGO

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Frequently Asked Questions

Which is cheaper, FFOG or HQGO?

FFOG has an expense ratio of 0.41% while HQGO charges 0.34%. HQGO is the cheaper option, by $7 a year on a $10,000 investment.

Which performed better, FFOG or HQGO?

Over the past year FFOG returned +7.46% 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, FFOG or HQGO?

FFOG has been the more volatile fund at 20.3% annualized versus 12.6% for HQGO. Worst drawdown: FFOG -25.4% vs HQGO -20.9%.

Should I hold both FFOG and HQGO?

FFOG and HQGO have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between FFOG and HQGO?

70.0% of FFOG's money is in holdings HQGO also owns. 43.4% of HQGO's is in holdings FFOG also owns. They hold 21 positions in common, counted across the 41 positions we hold weights for in FFOG and 190 in HQGO.

Which pays a higher dividend, FFOG or HQGO?

FFOG yields 0.00% while HQGO yields 0.51%, so HQGO currently pays the higher dividend yield.

Is HQGO better than FFOG?

HQGO has a lower expense ratio. FFOG led over the full window, HQGO over 1Y. HQGO is less concentrated, with 38.1% of the fund in its ten largest positions against 55.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.