HLGE vs VFQY

HLGE vs VFQY

Which is better, HLGE or VFQY?

Nearly the same fund. VFQY costs less.

VFQY has a lower expense ratio. HLGE led over the full window, VFQY over 1Y. The two have moved almost in lockstep, correlation 0.98.

Lower Fees: VFQYHigher Returns: split

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

MetricHLGEVFQY
Expense Ratio0.44%0.13%Best
AUM$13M$493M
Dividend Yield1.34%1.04%
Holdings342452
Volatility (annualized)16.4%Best17.4%
Max Drawdown-23.9%Best-25.9%
$10,000 over 4.3 years$13,387Best$13,105
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendMid Cap Blend
InceptionMar 16, 2021Feb 13, 2018

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 478 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. HLGE has data through Jun 23, 2025 and VFQY through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 4.3 years row, are measured over the window both funds cover: Mar 17, 2021 to Jun 23, 2025 (4.3 years).

Compare HLGE against instead:HLGE vs SPYHLGE vs QQQHLGE vs VOOHLGE vs VTIVFQY against:VFQY vs VXUS

Risk: Volatility and Drawdowns

VFQY has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 16.4% for HLGE. 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 -23.9% for HLGE and -25.9% for VFQY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

HLGE charges 0.44% per year while VFQY charges 0.13%. On a $10,000 position that is $44 vs $13 annually, a gap of $31 per year that compounds over a long holding period. On income, HLGE currently yields 1.34% against 1.04% for VFQY.

You are not choosing between two funds in isolation.

Whichever of HLGE and VFQY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

HLGEVFQY

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Frequently Asked Questions

Which is cheaper, HLGE or VFQY?

HLGE has an expense ratio of 0.44% while VFQY charges 0.13%. VFQY is the cheaper option, by $31 a year on a $10,000 investment.

Which is riskier, HLGE or VFQY?

VFQY has been the more volatile fund at 17.4% annualized versus 16.4% for HLGE. Worst drawdown: HLGE -23.9% vs VFQY -25.9%.

Should I hold both HLGE and VFQY?

HLGE and VFQY have a monthly-return correlation of 0.98, 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.

Which pays a higher dividend, HLGE or VFQY?

HLGE yields 1.34% while VFQY yields 1.04%, so HLGE currently pays the higher dividend yield.

Is VFQY better than HLGE?

VFQY has a lower expense ratio. HLGE led over the full window, VFQY over 1Y. The two have moved almost in lockstep, correlation 0.98. Which one suits a particular account depends on what it is for. This is information, not a recommendation.