HFGO vs TFGZ
Hartford Large Cap Growth ETF vs Thornburg Focus Growth Fund ETF
Which is better, HFGO or TFGZ?
TFGZ has been ahead.
HFGO has a lower expense ratio. TFGZ led over 1Y. TFGZ is less concentrated, with 49.4% 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 | HFGO | TFGZ |
|---|---|---|
| Expense Ratio | 0.59%Best | 0.79% |
| AUM | $186M | $12M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 48 | 43 |
| YTD Return | +8.71% | +16.33%Best |
| 1Y Return | +10.28% | - |
| 3Y Return (annualized) | +25.71% | - |
| 5Y Return (annualized) | +8.72% | - |
| Top 10 Weight | 61.2% | 49.4%Best |
| Fund Family | Hartford Funds | Thornburg Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Nov 9, 2021 | Apr 1, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
HFGO vs TFGZ 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
HFGO vs TFGZ Performance
Hartford Large Cap Growth ETF (HFGO) is an ETF from Hartford Funds and Thornburg Focus Growth Fund ETF (TFGZ) is an ETF from Thornburg Investment Management. Year to date, HFGO is up 8.71% versus a gain of 16.33% for TFGZ.
Past performance does not guarantee future results.
Fees and Cost Over Time
HFGO charges 0.59% per year while TFGZ charges 0.79%. On a $10,000 position that is $59 vs $79 annually, a gap of $20 per year that compounds over a long holding period. On income, HFGO currently yields 0.00% against 0.00% for TFGZ.
Holdings Overlap
29.5% of HFGO's money is in holdings TFGZ also owns. 36.5% of TFGZ's money is in holdings HFGO also owns.
The two portfolios partly overlap.
8 positions in common, counted across the 46 positions we hold weights for in HFGO and 42 in TFGZ, against full books of 48 and 43.
What only one of them owns
Our book lists 27 positions for TFGZ that do not appear in our book for HFGO (49.9% of the fund), and 33 for HFGO that do not appear in TFGZ (63.7%).
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 HFGO | Weight in TFGZ | Difference |
|---|---|---|---|
| GOOGLAlphabet Inc | 9.88% | 12.16% | 2.28% |
| MSFTMicrosoft Corp | 5.33% | 7.18% | 1.85% |
| AVGOBroadcom Inc | 5.41% | 6.00% | 0.59% |
| METAMeta Platforms Inc | 4.54% | 3.77% | 0.77% |
| VRTVertiv Holdings Co | 1.30% | 2.62% | 1.32% |
| RDDTReddit Inc-Cl A | 0.67% | 2.28% | 1.61% |
| SHOP:CAShopify Inc | 1.33% | 1.43% | 0.10% |
| MRVLMarvell Technology Inc | 1.07% | 1.08% | 0.01% |
36.5% of TFGZ is already inside HFGO.
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, HFGO or TFGZ?
HFGO has an expense ratio of 0.59% while TFGZ charges 0.79%. HFGO is the cheaper option, by $20 a year on a $10,000 investment.
What is the holdings overlap between HFGO and TFGZ?
36.5% of TFGZ's money is in holdings HFGO also owns. 36.5% of TFGZ's is in holdings HFGO also owns. They hold 8 positions in common, counted across the 46 positions we hold weights for in HFGO and 42 in TFGZ.
Which pays a higher dividend, HFGO or TFGZ?
HFGO yields 0.00% while TFGZ yields 0.00%, so TFGZ currently pays the higher dividend yield.
Is TFGZ better than HFGO?
HFGO has a lower expense ratio. TFGZ led over 1Y. TFGZ is less concentrated, with 49.4% 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.