FTSIX vs. SMDIX
Compare and contrast key facts about Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) and Hartford Schroders US MidCap Opportunities Fund (SMDIX).
FTSIX is managed by Fuller & Thaler Asset Mgmt. It was launched on Dec 26, 2018. SMDIX is managed by Hartford. It was launched on Mar 31, 2006.
Performance
FTSIX vs. SMDIX - Performance Comparison
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FTSIX vs. SMDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 3.61% | 6.04% | 11.86% | 18.52% | -17.63% | 25.29% | 19.19% | 26.72% |
SMDIX Hartford Schroders US MidCap Opportunities Fund | 0.63% | 7.45% | 15.41% | 12.69% | -12.44% | 26.06% | 9.17% | 28.05% |
Returns By Period
In the year-to-date period, FTSIX achieves a 3.61% return, which is significantly higher than SMDIX's 0.63% return.
FTSIX
- 1D
- -0.79%
- 1M
- -6.26%
- YTD
- 3.61%
- 6M
- 6.00%
- 1Y
- 15.31%
- 3Y*
- 10.74%
- 5Y*
- 5.15%
- 10Y*
- —
SMDIX
- 1D
- -0.73%
- 1M
- -6.86%
- YTD
- 0.63%
- 6M
- 6.27%
- 1Y
- 13.50%
- 3Y*
- 10.27%
- 5Y*
- 7.25%
- 10Y*
- 9.71%
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FTSIX vs. SMDIX - Expense Ratio Comparison
FTSIX has a 2.69% expense ratio, which is higher than SMDIX's 0.89% expense ratio.
Return for Risk
FTSIX vs. SMDIX — Risk / Return Rank
FTSIX
SMDIX
FTSIX vs. SMDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) and Hartford Schroders US MidCap Opportunities Fund (SMDIX). 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.
| FTSIX | SMDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.78 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.20 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.98 | +0.08 |
Martin ratioReturn relative to average drawdown | 4.30 | 4.44 | -0.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTSIX | SMDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.78 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.45 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.54 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.49 | +0.02 |
Correlation
The correlation between FTSIX and SMDIX is 0.92, 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.
Dividends
FTSIX vs. SMDIX - Dividend Comparison
FTSIX's dividend yield for the trailing twelve months is around 0.62%, less than SMDIX's 9.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 0.62% | 0.64% | 0.84% | 0.85% | 0.95% | 5.50% | 0.35% | 2.16% | 0.00% | 0.00% | 0.00% | 0.00% |
SMDIX Hartford Schroders US MidCap Opportunities Fund | 9.80% | 9.86% | 8.53% | 1.69% | 3.28% | 15.04% | 0.32% | 0.91% | 2.45% | 1.51% | 1.72% | 11.55% |
Drawdowns
FTSIX vs. SMDIX - Drawdown Comparison
The maximum FTSIX drawdown since its inception was -42.12%, smaller than the maximum SMDIX drawdown of -48.26%. Use the drawdown chart below to compare losses from any high point for FTSIX and SMDIX.
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Drawdown Indicators
| FTSIX | SMDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.12% | -48.26% | +6.14% |
Max Drawdown (1Y)Largest decline over 1 year | -13.29% | -12.54% | -0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -27.57% | -20.87% | -6.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.70% | — |
Current DrawdownCurrent decline from peak | -6.80% | -7.40% | +0.60% |
Average DrawdownAverage peak-to-trough decline | -7.80% | -6.51% | -1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 2.75% | +0.52% |
Volatility
FTSIX vs. SMDIX - Volatility Comparison
Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) has a higher volatility of 5.08% compared to Hartford Schroders US MidCap Opportunities Fund (SMDIX) at 4.68%. This indicates that FTSIX's price experiences larger fluctuations and is considered to be riskier than SMDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTSIX | SMDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 4.68% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 11.04% | 10.37% | +0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.05% | 18.11% | +1.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.10% | 16.20% | +2.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.47% | 17.94% | +5.53% |