DRIOX vs. HSCZ
Compare and contrast key facts about Driehaus International Small Cap Growth Fund (DRIOX) and iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ).
DRIOX is managed by Driehaus. It was launched on Sep 16, 2007. HSCZ is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Small-Cap 100% Hedged to USD Index. It was launched on Jun 29, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DRIOX or HSCZ.
Correlation
The correlation between DRIOX and HSCZ is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DRIOX vs. HSCZ - Performance Comparison
Key characteristics
DRIOX:
0.46
HSCZ:
1.41
DRIOX:
0.71
HSCZ:
1.89
DRIOX:
1.09
HSCZ:
1.26
DRIOX:
0.16
HSCZ:
1.66
DRIOX:
1.21
HSCZ:
7.72
DRIOX:
5.19%
HSCZ:
2.12%
DRIOX:
13.59%
HSCZ:
11.59%
DRIOX:
-65.15%
HSCZ:
-34.89%
DRIOX:
-36.82%
HSCZ:
-0.23%
Returns By Period
In the year-to-date period, DRIOX achieves a 2.79% return, which is significantly lower than HSCZ's 3.35% return.
DRIOX
2.79%
4.06%
-2.14%
3.78%
-2.20%
0.15%
HSCZ
3.35%
4.18%
7.16%
14.46%
8.42%
N/A
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DRIOX vs. HSCZ - Expense Ratio Comparison
DRIOX has a 1.16% expense ratio, which is higher than HSCZ's 0.43% expense ratio.
Risk-Adjusted Performance
DRIOX vs. HSCZ — Risk-Adjusted Performance Rank
DRIOX
HSCZ
DRIOX vs. HSCZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Driehaus International Small Cap Growth Fund (DRIOX) and iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DRIOX vs. HSCZ - Dividend Comparison
DRIOX's dividend yield for the trailing twelve months is around 0.50%, less than HSCZ's 3.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRIOX Driehaus International Small Cap Growth Fund | 0.50% | 0.51% | 1.16% | 0.00% | 0.37% | 0.61% | 0.13% | 0.00% | 0.00% | 0.00% | 0.30% | 0.67% |
HSCZ iShares Currency Hedged MSCI EAFE Small Cap ETF | 3.15% | 3.26% | 2.98% | 26.91% | 2.90% | 1.46% | 4.51% | 6.15% | 2.52% | 2.57% | 1.75% | 0.00% |
Drawdowns
DRIOX vs. HSCZ - Drawdown Comparison
The maximum DRIOX drawdown since its inception was -65.15%, which is greater than HSCZ's maximum drawdown of -34.89%. Use the drawdown chart below to compare losses from any high point for DRIOX and HSCZ. For additional features, visit the drawdowns tool.
Volatility
DRIOX vs. HSCZ - Volatility Comparison
Driehaus International Small Cap Growth Fund (DRIOX) has a higher volatility of 3.44% compared to iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ) at 2.37%. This indicates that DRIOX's price experiences larger fluctuations and is considered to be riskier than HSCZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.