GSINX vs. HSCZ
Compare and contrast key facts about Goldman Sachs GQG Partners International Opportunities Fund (GSINX) and iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ).
GSINX is managed by Goldman Sachs. It was launched on Dec 14, 2016. 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.
Performance
GSINX vs. HSCZ - Performance Comparison
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GSINX vs. HSCZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSINX Goldman Sachs GQG Partners International Opportunities Fund | 4.74% | 20.76% | 9.53% | 21.93% | -11.14% | 12.35% | 15.64% | 27.41% | -6.14% | 29.66% |
HSCZ iShares Currency Hedged MSCI EAFE Small Cap ETF | 3.75% | 25.74% | 12.89% | 17.03% | -11.46% | 17.75% | 6.40% | 27.89% | -13.99% | 23.03% |
Returns By Period
In the year-to-date period, GSINX achieves a 4.74% return, which is significantly higher than HSCZ's 3.75% return.
GSINX
- 1D
- 0.95%
- 1M
- -3.93%
- YTD
- 4.74%
- 6M
- 8.15%
- 1Y
- 16.49%
- 3Y*
- 17.62%
- 5Y*
- 10.27%
- 10Y*
- —
HSCZ
- 1D
- 1.75%
- 1M
- -3.90%
- YTD
- 3.75%
- 6M
- 9.45%
- 1Y
- 29.76%
- 3Y*
- 17.57%
- 5Y*
- 10.22%
- 10Y*
- 11.32%
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GSINX vs. HSCZ - Expense Ratio Comparison
GSINX has a 0.89% expense ratio, which is higher than HSCZ's 0.43% expense ratio.
Return for Risk
GSINX vs. HSCZ — Risk / Return Rank
GSINX
HSCZ
GSINX vs. HSCZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs GQG Partners International Opportunities Fund (GSINX) 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.
| GSINX | HSCZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 2.07 | -0.70 |
Sortino ratioReturn per unit of downside risk | 1.80 | 2.81 | -1.02 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.44 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 3.00 | -1.13 |
Martin ratioReturn relative to average drawdown | 7.54 | 12.08 | -4.55 |
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
| GSINX | HSCZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 2.07 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.77 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.63 | +0.18 |
Correlation
The correlation between GSINX and HSCZ is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
GSINX vs. HSCZ - Dividend Comparison
GSINX's dividend yield for the trailing twelve months is around 4.80%, more than HSCZ's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSINX Goldman Sachs GQG Partners International Opportunities Fund | 4.80% | 5.03% | 11.11% | 2.27% | 4.79% | 2.13% | 0.08% | 0.57% | 0.43% | 0.12% | 0.00% | 0.00% |
HSCZ iShares Currency Hedged MSCI EAFE Small Cap ETF | 3.14% | 3.25% | 3.26% | 2.98% | 26.91% | 2.90% | 1.46% | 4.66% | 6.15% | 2.52% | 2.57% | 1.75% |
Drawdowns
GSINX vs. HSCZ - Drawdown Comparison
The maximum GSINX drawdown since its inception was -28.80%, smaller than the maximum HSCZ drawdown of -34.89%. Use the drawdown chart below to compare losses from any high point for GSINX and HSCZ.
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Drawdown Indicators
| GSINX | HSCZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.80% | -34.89% | +6.09% |
Max Drawdown (1Y)Largest decline over 1 year | -8.74% | -9.80% | +1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -25.46% | -20.11% | -5.35% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.89% | — |
Current DrawdownCurrent decline from peak | -5.22% | -4.98% | -0.24% |
Average DrawdownAverage peak-to-trough decline | -4.88% | -4.70% | -0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | 2.46% | -0.29% |
Volatility
GSINX vs. HSCZ - Volatility Comparison
The current volatility for Goldman Sachs GQG Partners International Opportunities Fund (GSINX) is 4.86%, while iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ) has a volatility of 5.32%. This indicates that GSINX experiences smaller price fluctuations and is considered to be less risky than HSCZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GSINX | HSCZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 5.32% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 7.41% | 8.66% | -1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.49% | 14.48% | -1.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.44% | 13.38% | +1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.77% | 15.65% | +0.12% |