HAOYX vs. DFIV
Compare and contrast key facts about The Hartford International Opportunities Fund (HAOYX) and Dimensional International Value ETF (DFIV).
HAOYX is managed by Hartford. It was launched on Jul 22, 1996. DFIV is an actively managed fund by Dimensional. It was launched on Apr 16, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAOYX or DFIV.
Correlation
The correlation between HAOYX and DFIV is 0.89, 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
HAOYX vs. DFIV - Performance Comparison
Key characteristics
HAOYX:
1.31
DFIV:
1.36
HAOYX:
1.86
DFIV:
1.83
HAOYX:
1.23
DFIV:
1.23
HAOYX:
0.96
DFIV:
2.08
HAOYX:
5.43
DFIV:
5.33
HAOYX:
3.13%
DFIV:
3.24%
HAOYX:
12.96%
DFIV:
12.73%
HAOYX:
-64.12%
DFIV:
-25.42%
HAOYX:
-3.80%
DFIV:
-0.49%
Returns By Period
The year-to-date returns for both investments are quite close, with HAOYX having a 8.47% return and DFIV slightly higher at 8.71%.
HAOYX
8.47%
4.92%
5.26%
16.93%
5.09%
4.14%
DFIV
8.71%
4.24%
5.09%
16.36%
N/A
N/A
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HAOYX vs. DFIV - Expense Ratio Comparison
HAOYX has a 0.77% expense ratio, which is higher than DFIV's 0.27% expense ratio.
Risk-Adjusted Performance
HAOYX vs. DFIV — Risk-Adjusted Performance Rank
HAOYX
DFIV
HAOYX vs. DFIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford International Opportunities Fund (HAOYX) and Dimensional International Value ETF (DFIV). 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
HAOYX vs. DFIV - Dividend Comparison
HAOYX's dividend yield for the trailing twelve months is around 1.42%, less than DFIV's 3.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAOYX The Hartford International Opportunities Fund | 1.42% | 1.54% | 1.59% | 0.89% | 1.55% | 0.64% | 1.57% | 1.74% | 1.53% | 1.48% | 1.13% | 1.54% |
DFIV Dimensional International Value ETF | 3.57% | 3.88% | 3.93% | 3.84% | 2.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HAOYX vs. DFIV - Drawdown Comparison
The maximum HAOYX drawdown since its inception was -64.12%, which is greater than DFIV's maximum drawdown of -25.42%. Use the drawdown chart below to compare losses from any high point for HAOYX and DFIV. For additional features, visit the drawdowns tool.
Volatility
HAOYX vs. DFIV - Volatility Comparison
The current volatility for The Hartford International Opportunities Fund (HAOYX) is 3.12%, while Dimensional International Value ETF (DFIV) has a volatility of 3.62%. This indicates that HAOYX experiences smaller price fluctuations and is considered to be less risky than DFIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.